CTCM - Certified Texas Contract Management Latest 2023 Graded A+

CTCM - Certified Texas Contract Management Latest 2023 Graded A+ Contract Management The entire process from planning through contract administration Contract Manager oversees & manages the entire process - • Project planning & budget • Specific development • Review & evaluation of solicitation responses • Assuring contract rates/pricing are within budget • Contract award Contract Administrator responsible for the post award functions • Relationship management • Implementing & monitoring vendor performance 7 contract compliance • Approving payments • Managing contract changes The 3 O's Approach outline, operate and oversee outline includes • Develop team • Conduct risk assessment • Identify the need Determine procurement method to operate includes • Prepare solicitation • Copies to CAT/CPA • Solicit proposals • Evaluate responses • award to oversee refers to and includes the process of: • Execute contract • Monitor performance • Manage change • Approve payment • Contract closeout The contract management framework process Plan - identify objectives & strategy Procurement - Rate & price establishment - ensure provisions are in place that hold contractor accountable for desired results, seek cost effectiveness Contract formation - Contract oversight - monitor & enforce terms of contract Risk assessment process includes • Identifying risk • Quantifying & analyzing the risk Limit, lessen or abolish risk Non-disclosure statement Employees must complete this when participating in development or award of an RFP Conflict of interest Employees involved in specification development or award determination must complete and it must be included in the annual Procurement Plan Procurement Methods include IFB, RFP, RFQ Advantages of procurement methods Disadvantages of procurement methods IFB RFQ Request for Qualifications RFP Request for Proposal Types of specifications performance, design and combination (also mixed) Risk for performance (who assumes) Risk for design (who assumes) risk for combination (mixed) Factors affecting value life cycle cost, installation cost, etc. Terms and conditions CAT Contract Advisory Team Contract Advisory Team es contracts valued $10 M+ 2. consist of members from CPA, DIR, HHSC, Office of the Governor, TFC, Small Agency Representative ies are required to comply with CAT's recommendations or submit written explanation to CAT why recommendation is not applicable 4. substantial changes to solicitation must be re-submitted to CAT criteria for a valid contract 1. offer 2. acceptance 3. legal purpose 4. mutuality of obligation 5. certainty of subject matter 6. consideration 7. competent parties