• Key Questions
• Tools and Deliverables
• Activity Flow
The Solicitation and Contracting Review Gate includes development and management of technology solicitations and contracts. Decisions regarding procurement are made during the Project Planning Review Gate. An assumption regarding each procurement decision may have been made in the Business Justification Review Gate in order to develop project estimates. For technology projects that require management of solicitations and contracts to achieve the business goals and objectives, the agency head makes the final determination on the procurement decision.
Plans involving management of solicitations and contracts should be developed in conjunction with project planning results. Procurement planning is a subset of project management that includes the activities to acquire goods and/or services from outside the organization through management of solicitations and contracts. Procurement planning addresses activities for solicitation planning, solicitation development and posting, source selection, contract award, contract management, and contract closeout. As a subset of project management, managing a technology procurement project relies on the project management practices (e.g., change control, project monitoring, performance management) defined in the Project Planning Review Gate.
Solicitations and contracts are developed and managed using the Comptroller of Public Accounts (CPA) Contract Management Guide, which includes an addendum for technology projects. Procurement planning should support and rely on the agency's internal procurement practices for management of solicitations and contracts.
Procurement planning results must be finalized, approved at the agency level, and forwarded to the QAT prior to issuance of a solicitation for the project. The agency awards the contract. The agency head must approve contract amendment and change orders if the amendment or change order changes the contract amount above 10 percent or significantly changes the contract completion date as determined by the QAT. Contract amendment results must be finalized, approved at the agency level, and forwarded to QAT if the amendment changes the total value of the contract by more than 10 percent. Contract management should support and rely on the agency's project management practices for change control of all types of project changes, regardless of funding and/or schedule impacts.
Before any implementation activities can occur (next review gate), the agency head must approve the business outcomes at that specific point during project delivery. Approval indicates the agency head agrees the state should further invest in delivery of the project.
Key questions that must be answered during Solicitation and Contracting include:
- What business needs used to justify the project changed?
- What project management and technology-related activities are planned in order to solve the problem?
- What are the quantifiable outcomes that can be used to measure success?
- How was an achievable scope defined?
- How are the cost, schedule, and performance baselines complete and thorough?
- What are the project risks that have been identified and ranked?
Tools and Deliverables
Several deliverables are completed during the Solicitation and Contracting Review Gate. Templates and a questionnaire are provided as tools for development of these deliverables.
||Includes procurement planning information for acquiring goods and/or services outside of the organization through management of solicitations and contracts
|Solicitation information via CATRAD application
||Provides information for risk assessment of projects involving the procurement of goods and/or services.
|Contract Amendment and Change Order Approval
||Used to obtain approval of contract amendment and change orders.
- Contract Amendment and Change Order Approval Instructions
- Contract Amendment and Change Order Approval Template
|Solicitation and Contracting Review Gate Approval
||Agency head approval of business outcomes at that specific point during project delivery.
- Review Gate Approval Instructions
- Review Gate Approval Template
The Solicitation and Contracting Review Gate Activity Flow shows each major activity, the tools for use during this stage of project delivery, required approvals, and required submittals. Refer to the Framework Quick Reference to identify required approval authority for each deliverable.
For more information about the Texas Project Delivery Framework, contact firstname.lastname@example.org.