Solicitation Process: Memo to File Contract Number: 01917, Fuel Station Inspection Services Step Action/Expectation Who Tool/Tip Scheduled Actual Comments/Attachments Date Completion Date Team 04/10/2017 Contracts Specialist: Steve Hatfield 1 Assign Contracts Specialist to conduct research Team 4/18/2017 Type: Rebid New ☒ ☐ 2 Research and determine if a master contract is 04/18/2017 Does the market research support a Master Contract? necessary/appropriate * Yes No ☒ ☐ Number of Customers: 1 Sales Amount: 30k Exceptions Reason (if applicable): WSDOT request Procurement 4/19/2017 4/19/2017 Contract Number: 01917 3 Populate a contract number in PCMS and Coordinator create an electronic folder Team 4/18/2017 04/18/2017 Risk Level (check one): 4 Do contracts risk assessment High Medium Low ☐ ☐ ☒ Team See data collected in step 1 Contracts Specialist: 5 Determine contract assignment using risk, capacity and team priority Procurement 4/19/2017 04/19/2017 Replaces Contract Number: 00211 6 Populate contract information in PCMS Coordinator Contract Type (all that apply): New Rebid ☐ ☒ NASPO/ValuePoint ☐ Restricted Use ☐ Procurement 4/18/2017 Tools Used: Broadcast Email WACS Group ☐ ☐ 7 Communicate rebid or new contract and Coordinator 04/18/2017 PCMS Remarks Contract Users Other PFMA, ☒ ☒ request stakeholder participation: * APWA, Email top users Purchasing Bi-Weekly Bulletin; WACS mailing list, PCMS remark “web” Email top contract users Other
Solicitation Process: Memo to File Contract Number: 01917, Fuel Station Inspection Services Step Action/Expectation Who Tool/Tip Scheduled Date Actual Completion Date Comments/Attachments 1 Assign Contracts Specialist to conduct research Team 04/10/2017 Contracts Specialist: Steve Hatfield 2 * Research and determine if a master contract is necessary/appropriate Team 4/18/2017 04/18/2017 Type: Rebid ☒ New ☐ Does the market research support a Master Contract? Yes ☒ No ☐ Number of Customers: 1 Sales Amount: 30k Exceptions Reason (if applicable): WSDOT request 3 Populate a contract number in PCMS and create an electronic folder Procurement Coordinator 4/19/2017 4/19/2017 Contract Number: 01917 4 Do contracts risk assessment Team 4/18/2017 04/18/2017 Risk Level (check one): High ☐ Medium ☐ Low ☒ 5 Determine contract assignment using risk, capacity and team priority Team See data collected in step 1 Contracts Specialist: 6 Populate contract information in PCMS Procurement Coordinator 4/19/2017 04/19/2017 Replaces Contract Number: 00211 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 Email top contract users Other Procurement Coordinator 4/18/2017 04/18/2017 Tools Used: Broadcast Email ☐ WACS Group ☐ PCMS Remarks ☒ Contract Users ☒ Other PFMA, APWA, Email top users
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