Contract Preparation Checklist

    • Bullets are informational

           _____ Blanks are tasks to be completed

Step 1 - Identify Need

    • Routine maintenance
    • Program staffing
    • Replacement of goods or equipment

Step 2 - Set Budget

  • _____ Market rate information

    _____ Human Resources

    _____ Business Office 

    _____ Contract negotiation

Step 3 - Review and Approval

Step 4 - Create Contract

  • _____ Enter contract information into the eRFP system - generate with SPPS template or vendor contract

    _____ Signed W-9 for contractors must be captured in PeopleSoft

Step 5 - Review and Execution

  • Document review and routing for changes will happen in eRFP.  Purchasing will capture signatures.

Last Modified on November 4, 2019