Contracts Management Guide - Texas Comptroller of Public Accounts

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Ability Rating Issues/Questions COMPANY A Experience 8 Quality of references and past projects relative RFO, Any Agency / State Experience? Proposed Work plan 8 Is work plan reasonable, include appropriate staffing and clearly defined Agency roles, etc…? Is solution proposed to be provided within the XX day requirement? Does it include the transition out plan? Personnel 7 Are proposed staff qualified with demonstrated relevant experience? Does the vendor reflect the ability to maintain a skilled workforce? Functionality Issues/Questions Minimum Functions 7 Are minimum functions supported? How practical is the solution proposed? How does the solution compare (how it works) with others proposed? Additional Functions 7 Are all functions supported? How practical is the solution proposed? How does the solution compare (how it works) with others proposed? Reference Notes: Any exceptions taken to indemnification, limit of liability, change of ownership, arbitration, termination, effects of termination, insurance and term? Added support and software license agreements that need to be reviewed? HUB subcontracting proposed? Bond Information supplied? CISV ? 137
Ability Rating Issues/Questions COMPANY B Experience 7 Quality of references and past projects relative RFO, Any Agency / State Experience? Proposed Work plan 7 Is work plan reasonable, include appropriate staffing and clearly define CPA roles, etc…? Is solution proposed to be provided within the XX day requirement? Does it include the transition out plan? Personnel 7.5 Are proposed staff qualified with demonstrated relevant experience? Does the vendor reflect the ability to maintain a skilled workforce? Functionality Issues/Questions Minimum Functions 8 Are minimum functions supported? How practical is the solution proposed? How does the solution compare (how it works) with others proposed? Additional Functions 8 Are all functions supported? How practical is the solution proposed? How does the solution compare (how it works) with others proposed? Reference Notes: Any exceptions taken to indemnification, limit of liability, change of ownership, arbitration, termination, effects of termination, insurance and term? Added support and software license agreements that need to be reviewed? HUB subcontracting proposed? Bond Information supplied? CISV ? 138
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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
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� Contract value and complexity;
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Consider the effect that the contra
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importance of the contract to the c
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Below is a sample risk assessment.
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If the contract does not provide fo
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In order to determine what constitu
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4. Proper dispute resolution is a c
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Since you have failed to perform th
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Contract Close-Out T he contract cl
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Appendix 1 79
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esponsibility for ensuring the requ
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(d) If Respondent takes any excepti
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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 114 and 115: Vendor Name: Reference Name: Compan
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 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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