from cradle to grave: procurement is just the beginning
TRANSCRIPT
From Cradle to Grave: Procurement is Just the BeginningBy Ricardo Zavala, CTCM, MPA08.23.21 Virtual Forum nigp.org
Complete Cycle
• Scope of Work, Specifications, Weights, Qualifications
• Solicitation (RFP, RFA, IFB, RFQ)• Preproposal/Bid Conference• Q&A, Addendums, POC• SMBR• Non Responsive/Protests• Evaluation/Big Tab/Scoring Committee• RCA
• Negotiations/Award/Contract/File Mgt• Post Award conference• Deliverables/Performance Measures• Supplier Meetings• Desk Audits• Invoices/Back Up Documentation• Change Orders• Formal Onsite Fiscal/Program/Admin
Monitoring/Risk• Correction Action Plans/Findings• Closeout/Punch Lists
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Procurement
• Scope of Work, Specifications, Weights, Qualifications Solicitation (RFP, RFA, IFB, RFQ)
• Preproposal/Bid Conference, Q&A, Addendums, POC SMBR
• Non responsive, Protests Evaluation/Big Tab/Scoring Committee, RCA
• Negotiations/Award/Contract/File Mgt
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Procurement/Contract Manager
• Formal Authority• Accountability• Communication• Teamwork
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Terms & ConditionsPersonnel
Scope of WorkCompensation
Invoices/PaymentLength Term
WagesAudits
Change RequestsReports
SubsTermination/Dispute Resolution
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Contract Management• Post Award Conference• Deliverables/Performance Measures• Vendor Meetings• Desk Audits• Invoices/Back Up Documentation• Change Orders• Formal Onsite Fiscal/Program/Admin Monitoring/Risk• Correction Action Plans/Findings• Closeout/Punch Lists
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Key Elements
• Change Requests• Performance Evaluations• Measures• Audits/Monitoring• Invoices/Payment
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Sample
• Changes• Backup docs• Met Performance Measures• Audit Findings• Met Corrective Action Plans
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Invoices
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Contract Closeout Checklist
• Final Billing• Punch List• Product met • Scope of Work• Accountability
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“When we procure, we not only get the best deal for our citizens, but we purchase & establish a contract which we are obligated to ensure we get what even the littlest citizens are paying for.”
Ricardo Zavala, CTCM, MPAContract Manager Supervisor for Purchasing City of [email protected]
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“Questions?