DEPARTMENT OF HEALTH AND MENTAL HYGIENE

OFFICE OF PROCUREMENT AND SUPPORT SERVICES

CONTRACT MANAGEMENT TOOL

General Information
Project Title:	Project Number:
Contract Term:	year(s) month(s)	Contract Amount:
Contract File Location	Paper:	Electronic:
Contract Monitor
Name:	Phone:	Email:
Contractor contact
Name:	Phone:	Email:
Key Personnel
Contractor:
Name:
Title:
Phone:	Email:
Kick-Off Meeting
Kick-Off Meeting	Where:	When:
Summary:

Review Contract and Scope of Work

Minimum REquirements, Certifications, Etc.
Requirement	Expiration Date	Within Contract Term	Contacted for Renewal	Renewal Complete

Insurance
Insurance (If yes, please check all applicable Types and indicate corresponding Amounts in the table below.)

Type

Amount

Insurance Certificate Expiration

Commercial General Liability

Bodily Injury

Property Damage

Personal and Advertising Injury Liability

Errors and Omissions

Professional Liability

Automobile

Commercial Truck

Employee Theft

Workers’ Compensation

Invoices
Date Due	Amount	Accurate & Complete
(Yes/No)	If No, Was Contractor Notified?
(Yes/No)	Resubmission Required
(Yes/No)

Deliverables
Deliverable
Item	Contract Section	Date
Due	Received On Time?	If No, Was Vendor Notified?	Accurate & Complete?	Resubmission Required?	If Yes, When?	If No, Was Payment Withheld?

MBE Goals
MBE

If yes, what is the goal?	%	Subgoals (If yes, please identify subgoals below.)
African American:

%	Asian American:

%	Hispanic American:

%	Women:

%

Contractors
Vendor Name	Address	Contact Name	Phone	Email

Vendor Invoices
Month	Vendor Name	MBE Invoice Received	If No,
Vendor Contacted?	Prime Contractor Invoice Received	If No,
Vendor Contacted?	Match	If No,
Both Vendors Contacted?

VSBE Goals
VSBE

If yes, please enter the goal:	%

Contractors
Vendor Name	Address	Contact Name	Phone	Email

DEPARTMENT OF HEALTH AND MENTAL HYGIENE

OFFICE OF PROCUREMENT AND SUPPORT SERVICES

PROGRAM/CONTRACTOR MEETING

Date:
Contractor Name:
Contact Name:	Title:	Phone:	Email:
Reason for meeting:

Was issue resolved?
If no, list next steps:

REPORTING REQUIREMENTS
Report Name	Frequency	Received On Time	FY	January-December	If No,
Contractor Notified?	If Yes, Result

Rev. 7/2015

Andrea Karolkowski

2015-07-23

Srikanth Gadiyaram

Microsoft