Page 477 - Onboarding May 2017

Contract Development Process Overview CRN = Contract Review Notice
VI = Vendor Information
MCA/ROE = Mutual Confidentiality and

CRN/ Program Begin VI email sent Rules of Engagement
Summary Contract New Yes /vendor MCA/ROE New vendor set up RFP = Request for Proposal
distribution, Guidelines Supplier? registers in sent and in Havi and PBA = Post-bid Analysis
approvals and Havi returned MCA/ROE uploaded SSA = Supplier Service Agreement
signatures COI = Certificate of Insurance
No SCS = Supply Chain Specialist
CIR = Cost Impact Report
RFP Development Award Recommendation,
• Sourcing Project Post-Bid Analysis approval; send notification CSCS Acronym
Request Form setup and (PBA) letters Survival Guide.docx
• Informal RFP support • >$15m CEO approval
• >$50m Board approval

Conduct
informal RFP

Draft SSA/Exhibits Negotiate Write and review Obtain approvals, Request, obtain
(any time after Contract SSA terms proposed Exhibit signatures from and upload COI
Guidelines are initiated) terms with CPO vendor and CPO from vendor

Approve
CM instructs vendor to Process vendor vendor pricing
import pricing into Havi pricing

CIR CRN/Contract Send CRN/CG
development Guidelines to SCS for
finalization system upload

Category Manager
NOTE: SSA/Exhibits required for all vendors ≥$500,000 annual spend and/or for multi-year Exhibits. CRN and Contract Guidelines also required for Exhibits
≥$500,000 annual spend. For vendors <$500,000, pricing submitted via CPS by vendor and approved by CM is sufficient as the formal offer and acceptance document. Supply Chain Specialist Team