HCCTS Contract Management

Total Requests

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All time

Pending Review

--

Awaiting action

Board Required

--

Over $35,000

Approved

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This period

Expiring Soon

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Next 60 days

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1b

Procurement Procedure — Board Policy 3310

Vendor Selection Basis *

Competitive Bid — Formal competitive solicitation conducted

Sole Source Justified — Only available vendor; justification required below

Exempt — Qualifies for procurement exemption; basis required below

Not Applicable — Under $1,000 or interagency agreement

Select a procurement procedure.

2

Contract Details

Contract Type *

New Contract

Amendment

Renewal

Lease Agreement

Consultant Engagement

Select a contract type.

Description of Services — 5 W's *

Required.

Contract Start Date

Contract End Date

Is this expense budgeted for this fiscal year? *

Yes

No

Required.

Funding Source (Department, Funding Code) *

Required when budgeted.

3

Procurement Threshold

Contract Value Threshold *

Under $1,000 — COO Initial Review + Business Services Review (Final Approval)

$1,000 – $15,000 — COO Initial Review + Business Services Review + COO or CAO Approval

$15,001 – $35,000 — COO Initial Review + Business Services Review + Executive Director Approval

Over $35,000 — COO Initial Review + Business Services Review + Executive Director Approval + Board Decision (Board Secretary)

Select a threshold.

Maximum Allowable Amount (including travel) *

Valid dollar amount required.

Pay Structure *

Fixed Payment

Hourly

Custom

Select a pay structure.

Fixed Payment Amount (fixed payment amount — used in contract document) *

Valid dollar amount required.

Hourly Rate (e.g. $35/hour, $120/hour) *

Valid hourly rate required.

Custom Payment Terms (e.g. Monthly Retainer, Milestone Payments, Net 30, 50% Upfront) *

Required when Custom is selected.

Will vendor be reimbursed for travel? *

Yes

No

Required.

4

W-9 & Management Approval

W-9 & Supporting Documents

Drag files here or click to browse

PDF, DOCX, PNG, JPG — Max 10MB per file

Management Name and Title *

Required.

5

Contract Deliverables (Optional)

Contract Lifecycle

Contract ManagementSecure Access

Contracts that move
with your workflow.