Solicitation Process: Memo to File Contract Number: Step Action/Expectation Who Tool/Tip Scheduled Actual Comments/Attachments Date Completion Date Team Contracts Specialist: 1 Assign Contracts Specialist to conduct research Team Type: Rebid New 2 Research and determine if a master contract is Does the market research support a Master Contract? necessary/appropriate * Yes No Number of Customers: Sales Amount: Exceptions Reason (if applicable): Contract Number: Procurement 3 Populate a contract number in PCMS and Coordinator create an electronic folder Team Risk Level (check one): 4 Do contracts risk assessment High Medium Low Risk Assessment Meeting Held 8/16/17 with Mike Dombrowsky and Elena McGrew, the group decided collectively on medium risk. Contracts Specialist: Team See data collected in step 1 7/18/2017 5 Determine contract assignment using risk, capacity and team priority Procurement Replaces Contract Number: 6 Populate contract information in PCMS Contract Type (all that apply): New Rebid Coordinator NASPO/ValuePoint Restricted Use Procurement Tools Used: Broadcast Email WACS Group 7 Communicate rebid or new contract and Coordinator PCMS Remarks Contract Users Other request stakeholder participation: * Purchasing Bi-Weekly Bulletin; WACS mailing list, PCMS “web” remark
Solicitation Process: Memo to File Contract Number: Step Action/Expectation Who Tool/Tip Scheduled Date Actual Completion Date Comments/Attachments 1 Assign Contracts Specialist to conduct research Team Contracts Specialist: 2 * Research and determine if a master contract is necessary/appropriate Team Type: Rebid New Does the market research support a Master Contract? Yes No Number of Customers: Sales Amount: Exceptions Reason (if applicable): 3 Populate a contract number in PCMS and create an electronic folder Procurement Coordinator Contract Number: 4 Do contracts risk assessment Team Risk Level (check one): High Medium Low Risk Assessment Meeting Held 8/16/17 with Mike Dombrowsky and Elena McGrew, the group decided collectively on medium risk. 5 Determine contract assignment using risk, capacity and team priority Team See data collected in step 1 7/18/2017 Contracts Specialist: 6 Populate contract information in PCMS Procurement Coordinator Replaces Contract Number: Contract Type (all that apply): New Rebid NASPO/ValuePoint Restricted Use 7 * Communicate rebid or new contract and request stakeholder participation: Purchasing Bi-Weekly Bulletin; WACS mailing list, PCMS “web” remark Procurement Coordinator Tools Used: Broadcast Email WACS Group PCMS Remarks Contract Users Other