DHHS Division of Contract Management

Karen Kalka, Director

Jim Lopatosky, Deputy Director

Contract Initiation Checklist

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Contract Initiation Checklist

GOAL:

– Create a common starting point for procurement

– Ensure that the business plan and strategies carry through the procurement process

– Provide a standard and transparent format

Contract Initiation Checklist

How will this happen?

– Implementing the Pre-Approval form for procurement

– Program or requestor completes the form as instructed and submits to DCM

– Information on the form will be reviewed for clarity and completeness

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Contract Initiation Checklist

Then what?

– Immediate approval will move the procurement forward

– The committee will review and either: Make recommendations, Ask for more information Request an interview

– Request will be approved, denied or deferred

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Contract Initiation Checklist

Are we done yet? No

– The committee will work with the requestor as to what additional information may be required to move forward

YES– The requestor may move forward with the

procurement

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Contract Initiation Checklist

Next Steps:

– Sole Source Provider Proceed to the Contract Checklist

– Competitive Bid Proceed to the RFP Checklist

– OR Contact DCM

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2014 Contract

Reform

Contract Initiation

Checklist

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