Contracts Management Guide - Texas Comptroller of Public Accounts

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Vendor Name: Reference Name: Company Name: Contact Number: Appendix 8 Reference Check Form Introduction: Hello, my name is [caller’s name] with [agency name]. We are currently evaluating vendor proposals for [solicitation title] and checking vendor references. Your name and number were provided to us as a reference for [vendor name]. Do you have a few minutes to answer some questions? 1. How long have you used this particular vendor in a consulting capacity? 2. How many different projects has this vendor been used on in a consulting capacity? 3. How many different consultants … a. Have you used in the past? Or b. Are you currently using? 4. On a scale of one to ten, with ten being completely satisfied and one being completely unsatisfied, how would you rate the following: Rating a. Overall vendor ability to provide articulate recommendations? b. Overall vendor ability to provide feasible and functional recommendations? c. Overall vendor reliability? d. Overall vendor ability to meet timelines or deadlines? e. Overall quality of vendor deliverables? f. Overall vendor personnel experience level? 111
5. On a scale of one to ten, with ten being excellent and one being unsatisfactory, how would you rate the following: Rating a. The company’s attitude toward customer service? b. The company’s ability to resolve problems? c. The company’s overall performance? 6. On a scale of one to ten, with ten being “absolutely would” and one being “absolutely would not,” would you recommend this vendor to another agency or company? Rating 7. In your opinion, what are the vendor’s … a. Strengths? b. Weaknesses? 8. Do you have any additional comments? _____________________________________ [Signature of person conducting reference checks] 112 Total Rating
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STATE OF TEXAS CONTRACT MANAGEMENT
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Exhibit C to RFP Template Compensat
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THIS GUIDE: • Provides practical
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Contract Management Framework Effec
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Contract Management: This refers to
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Vendor: a business entity or indivi
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(2) all direct or indirect pecuniar
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een granted portal membership right
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A central agency, such as DIR, plan
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The level of risk associated with e
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• Request for Information (RFI) -
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• Open Enrollment Contracts. Pote
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TASK SUGGESTED LEAD TIME FROM CONTR
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(4) The Guide offers recommendation
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Preparing the Solicitation fter an
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• Expansion of an existing instal
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COMMON TYPES OF PAYMENT Payment Typ
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Quantity The solicitation document
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HIGH Level of Importance LOW Source
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Further discussion on contract moni
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The Electronic State Business Daily
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Solicitation Submission and Opening
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data information system. This contr
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A sample agenda for a team briefing
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In the first scenario, the top five
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The second question, “What will h
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• Exemption of Goods or Services
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Any contract or mutual understandin
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Form of the Contract Evidence of an
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State Contracting Standards/Oversig
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Contract Manager Responsibilities T
Page 64 and 65: � Contract value and complexity;
Page 66 and 67: Consider the effect that the contra
Page 68 and 69: importance of the contract to the c
Page 70 and 71: Below is a sample risk assessment.
Page 72 and 73: If the contract does not provide fo
Page 74 and 75: In order to determine what constitu
Page 76 and 77: 4. Proper dispute resolution is a c
Page 78 and 79: Since you have failed to perform th
Page 80 and 81: Contract Close-Out T he contract cl
Page 82 and 83: Appendix 1 79
Page 84 and 85: esponsibility for ensuring the requ
Page 86 and 87: (d) If Respondent takes any excepti
Page 88 and 89: 4. Exhibit C: Authorized Key Person
Page 90 and 91: LIABILITIES RESULTING FROM THE NEGL
Page 92 and 93: 11.17. Patent, Trademark, Copyright
Page 94 and 95: 11.29. Contracts for Services In ac
Page 96 and 97: Signatures: EXHIBIT A OF CONTRACT N
Page 98 and 99: This Exhibit C is incorporated into
Page 100 and 101: EXHIBIT A to RFP No. ______ HUB SUB
Page 102 and 103: Enter your company’s name here: S
Page 104 and 105: EXHIBIT B EXECUTION OF PROPOSAL RFP
Page 106 and 107: authority of the state auditor, und
Page 108 and 109: Appendix 3 Pre-Solicitation Confere
Page 110 and 111: Appendix 5 Evaluation Team Guidelin
Page 112 and 113: Non-voting Members Appendix 6 Evalu
Page 116 and 117: Appendix 9 Contract Terms Informati
Page 118 and 119: Consideration/Price Example 1 The c
Page 120 and 121: Antitrust Contractor represents and
Page 122 and 123: Contractor Responsibilities Contrac
Page 124 and 125: Right to Audit Contractor understan
Page 126 and 127: Termination This contract shall ter
Page 128 and 129: When a Texas business address shown
Page 130 and 131: Section 411.1405, are subject to pe
Page 132 and 133: Email Address of Contact: (3) State
Page 134 and 135: Training: Experience: Certification
Page 136 and 137: Evaluation Results Appendix 12 BAFO
Page 138 and 139: Max Points 30 Vendor Response / Eva
Page 140 and 141: Ability Rating Issues/Questions COM
Page 142 and 143: Total Scores: Price Points + Techni
Page 144 and 145: DATE: TO: [Name of Executive] THROU
Page 146 and 147: Organization • No structured cont
Page 148 and 149: Index A Abandonment or Default, 56
Page 150 and 151: i Black’s Law Dictionary (7 th ed
Page 152 and 153: “Apparent authority is not enough
Page 154 and 155: c. Notification of objection to the
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Contracts Management Guide - Texas Comptroller of Public Accounts

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