CDBG-DR Solicitation Process

Solicitation for DQ, RFP, etc.

Required Documents and Information

• Solicitation document - draft DQ, RFP
• Approved HR Personal Services Certification, if applicable (required > $5000)
• Funding/Accounting Template
• CMS Record (DocuSign launcher will create/add the CMS record)
• CORE RQS (I:\DLG Operations\CORE – How to create an RQS document for procurement)
• Purchase Authorization Procurement Form with DocuSign Approvals – Solicitations
• Blank e-signature routing form for Approvals Personal Services Procurement Solicitation

Process: Program (Prior to DocuSign Launch)

• Work with Procurement Director on draft DQ, RFP
• Work with HR on an Approved HR Personal Services Certification

Process: Operations (DocuSign Launch)

• Create folder on O:\ Drive for solicitation and save all documents to folder
  • O:\CONTRACTS\CONTRACTS for DLG OPERATIONS\Personal Services Contracts and Purchase Orders
• Create CMS Record; print, save to folder
• Get funding from accounting
• Create RQS in CORE, save and validate but do not submit
• Complete all fields of the Purchase Authorization Procurement Form - Solicitations
• Complete blank e-signature routing form for Approvals Personal Services Procurement Solicitation
• DocuSign: attach required documents; launch.
• When the DocuSign envelope completes the initial review phase, Operations will receive a copy. Attach the copy of all documents to the RQS, validate, and submit. The RQS will go through the CORE approval process and a DQ # created for Procurement.
• Save completed/approved DocuSign envelope to the O:Drive folder.

Note: all templates are on the O:\Drive: O:\CONTRACTS\CONTRACTS for DLG OPERATIONS\Templates