Consultants

Manual for Consultant Procurement & Contract Management

Tables of Contents

01.0 Consultant Prequalification
01.1d Submit Prequalification Package
01.2 Screen Package
01.3 Initiate the Review_v2
01.4 Review Prequalification Package
01.5 Hold Review Meeting
01.6 Communicate Meeting Results
01.7 Maintain Prequalification Package
02.0 Resource Planning
02.1 Prepare Planning Strategy
02.3 Develop Long Range Resource Plan
02.4 Develop Primary Office Consultant Acquisition Plan
02.5 Develop Subordinate Office Consultant Acquisition Plan
02.6 Finalize Consultant Acquisition Plan
02.7 Approve and Release Consultant Acquisition Plan
02.8 Approve Unplanned Consultant Use
03.0 Consultant Selection
03.1 Provide Guidance on Selection Procedures
03.2 Initiate Consultant Selection
03.3 Prepare and Submit Project Advertisement
03.4 Qualification Base Selection and Evaluation
03.5 Non-Qualification Based Selection and Evaluation
03.6 Approve Selected Consultant
04.0 Contract Development
04.1 Initiate Contract Development
04.2 Refine Scope of Work
04.3 Receive and Process Consultant Cost Proposal
04.4 Perform Preliminary Risk Assessment
04.5 Initiate Pre-award Review
04.6 Compile Contract
04.7 Route Contract for Signature and Execution
05.0 Contract Management
05.11.a Conduct Kickoff Meeting
05.10.1 Clarify and Document Need
05.10.2 Approve Change Request
05.10 Change Control
05.2.0 Progress Reporting
05.2.1 Conduct Progress Meeting
05.3.1 Conduct Checkpoint Meeting
05.4.1 Review Schedule
05.4.2 Make Updates
05.4.3 Communicate Schedule
05.4 Schedule Management
05.5.1 Identify and Document Issue
05.5.2 Prioritize Issue
05.5.3 Communicate Issue
05.5.4 Resolve Issue
05.5 Issue Tracking
05.6.1 Prepare Issue For Escalation
05.6.2 Escalate Issue
05.6.3 Resolve Issue
05.6 Issue Escalation
05.7.1 Review Budget Numbers
05.7.2 Compare To Contract Status
05.7 Budget Tracking
05.8.1 Review Invoice
05.8.2 Sign Invoice
05.8.3 Approve Invoice
05.8.4 Forward Invoice
05.8 Invoice Processing
05.9.1 Determine When To Initiate Evaluation
05.9.2 Complete Performance Evaluation
05.9.3 Appeal Evaluation If Desired
05.9 Performance Evaluations
06.0 Contract Closeout
06.1 Issue Stop Work Notice
06.2 Submit Final Invoice
06.3 Process Audit and Initiate Performance Evaluation
06.4 Close the Contract
Glossary Glossary of Terms v5
Intro Introduction v2

 

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