Checklist-CFM_solicitation.xlsx

XLSX spreadsheet 28 KB Posted

Attached to
Fort Myers Downtown Pedestrian Mall and Micromobility Feasibility Study (FDOT 451523-1-18-01)
Solicitation number
25-036-RSQ
Issued by
Lee County, Fort Lauderdale City, Florida

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Written by GovTribe AI ·

File Summary

This file is a procurement checklist document used by the City of Fort Myers in conjunction with the Florida Department of Transportation for managing solicitations and contract awards. The checklist outlines procedural workflows for Invitation to Bid (ITB) and Request for Proposal (RFP) solicitations, beginning with intake request receipt and culminating in contract execution and maintenance. For the Downtown Pedestrian Mall and Micromobility Feasibility Study (FDOT Project Number 451523-1-18-01), the solicitation was released on February 5, 2025, with proposals due on March 6, 2025, at 2:00 pm. A pre-submittal meeting was scheduled for February 12, 2025. The two-part feasibility study requires qualified consultants to investigate bicycle and pedestrian-only street and micromobility opportunities within Fort Myers' Downtown and Midtown districts, with deliverables including data collection, traffic analysis, stakeholder interviews, transportation management planning, and conceptual design development. The project timeline extends 18 months following the Notice to Proceed, with City Council approval scheduled for April 21, 2025.

Evaluation of proposals will be based on two primary criteria: Approach to the Project (45% of total score) and Experience of the Firm and Qualifications of Assigned Personnel (55% of total score). The project emphasizes Disadvantaged Business Enterprise (DBE) participation with FDOT's race-neutral DBE program establishing a 10.67% participation goal. Funding sources include local and federal sources, with contractors required to comply with E-Verify employment eligibility verification, anti-lobbying certifications, human trafficking prevention affidavits, and FEMA financial assistance guidelines. Contractors must verify DBE and Small Business status through specific online directories and enter DBE participation information into the Equal Opportunity Compliance (EOC) System following contract award. The checklist provides comprehensive procedural guidance for all stages of procurement, including collaborator invitations, vendor notifications, response evaluations, intent to award letters, contract creation, and post-award contract maintenance and insurance tracking.

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Other files

File Type Posted
Fort_Myers_Downtown_Pedestrian_Mall_and_Micromobility_Feasibility_Study_(FDOT_451523-1-18-01)_(Addendum_#1_Revision).pdf PDF
Human_Trafficking_Affidavit_.pdf PDF
375-030-007_Evaluation_Guidelines.pdf PDF
Performance_Evaluation_of_Consultant.pdf PDF
Checklist-Prof_Svc_(w_notes).pdf PDF
375-030-30-TRUTH_IN_NEGOTIATION_CERTIFICATION.pdf PDF
275-030-11-DBE_BID_PACKAGE_INFORMATION.pdf PDF
375-040-84-LAP_PROFESSIONAL_SERVICES_TERMS.pdf PDF
375-030-34-DISCLOSURE_OF_LOBBYING_ACTIVITIES.pdf PDF
E-Verify_Affidavit.pdf PDF
375-040-24-MBE_PLANNED_UTILIZATION.pdf PDF
375-030-31_Affidavit_Regarding_Labor_and_Services.docx DOCX document
w37503083.docx DOCX document
Byrd_Anti-LobbyingCertification.pdf PDF
Checklist-CFM_solicitation.xlsx XLSX spreadsheet
375-030-32-DEBAREMENT,_SUSPENSION,_AND_INELIGIBILITY....pdf PDF
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ITB

Title:
red=not done, yellow=in process, green=completedDescription
Received Intake Request (if grant related, make sure signed grants and cklists are included) Important – Procurement Rep needs to review the entire material received from the department for completeness that all documents provided has been received. Alert – The Procurement Rep cannot begin preparing any documents until all documentation has been received.
If grant related, read the entire grant agreement
Create Project from Intake Request
1. Click Intake / goto "My Reviews on left toolbar
2. Click desired Project
3. Click view Request and look over information / review information under each tab
4. Click "Create Project"
5. Click "Get Auto Number" to get next solicitation number"
6. Click next to "Categories" to search from NIGP codes (select all that apply or are close)
7. Click "Next" in lower right corner
8. Review and answer unanswered questions (click next in bottom right when completed)
9. Review summary and background. Modify as needed.
10. Enter dates for timeline. Remove lines that aren't needed
a) invite project manager, director, & cfmpurchasing by creating appointments in Outlook for 1) releasing the solicitation 2) pre-solicitation meeting 3) question deadline 4) submission deadline. For items 2 & 4 also invite Mary Hagemann & Bernice Vono. Set up Teams meeting for 2 & 4.
11. Review Summary and Background. Add a space or period to the end of the section if no changes were made. Enter from Intake if needed.
12. Review/edit all sections under Document Editor, click into each section.
13. Review Evaluation Criteria. Edit is needed.
14. Review Instructions. Remove clauses described as ITB or RFO/RSQ that don't apply
15. Review sections. Modify if needed.
16. Review Vendor Submission Questions. Remove those that don’t apply.
17. Review attachments. Move internal documents to supporting attachments
17a. Renumber all supporting attachments beginning with A. edit/choose next consecutive letter beginning with "A"/ save
18. Review Final Checklist. Update what is needed.
19. Click Ready for approval (the system will go through a programmed list of people to approve the solicitation before publishing.
Invite Collaborators to give feedback on the Project
1. Under solicitation, click "Invite Collaborators" (must be registered on OpenGov)
2. Type the first part of the name, select from dropdown box
3. Choose whether they can "view only" or edit"
4. Click "Update" on the same the as the new entry
5. Click "Done" at bottom of the pop up box
Notify additional & specific vendors
1. under Sourcing tab, click invite vendors
2. click "+add vendors" / either by location or email address
Ask Collaborators Questions with the software, if needed
Create PDF or word version of solicitation: (Solicitation/Builder/View Document/Export (upper left)/Download Document /Full Package with Attachments/save in bid file)
IF ALTERNATIVE FUNDING IS USED: send a copy to the solicitation, attachments, and checklists to the GRANTOR representative for approval
IF FEDERALLY FUNDED, see separate checklist.
Approval from Granting Source/Approval to Advertise
Review/Approval phase
1. Under Solicitation, click the green "Approval Setup" button under Next Action
2. The Department Director, Ben Few, & Procurement Manager are built in approvers
3. To add others: click "add approver" within the step desired
4. Type the first few letters of the name and choose from dropdown box
5. Click "Update Step"
6. Click the green "Start Review Process" button
Approvals are completed
Send Advertisement to Procurement Coordinator w/ GL account number, at least 3 days prior to publishing (if Construction over $200k)
Procurement Coordinator will send back ad confirmation. Save in solicitation file.
Releasing the Solicitation on OpenGov
1. Under solicitation/builder/click the green "Finalize Document" button (everyone must approve first)
2.On the approval dashboard after everyone approves, Click green "Finalize Project" button at bottom of the page
3. Confirm by clicking the green "Finalize" button
4. Click the green "Draft Posting" button on the pop-up menu
5. Create the Post by clicking the green "Get Started" Button
6. Review the vendor questionnaire to make sure all questions pertain. Remove questions that don’t pertain by clicking the red X on the right side.
7. Once questions are correct, click "Save" and scroll to the top of the screen and Click "Timeline"
8. Verify dates, times, and meeting links are correct
9. Check the box next to "Confirm all dates are correct"
10. Choose the "Posting Options" that for this solicitation, including "Do you want pricing to post? The default is Yes. a) Choose the option "totals only"
11. Click "Save" at the bottom of the page
12. Click the green "Schedule Post" button at the bottom of the page
13. Choose to post now, or set up a later date
14. Click the green "Publish Post" button
Conduct a Pre-Submittal Meeting, if desired (this is done outside the Platform)
1
Answer respondents questions through the platform
1. Under solicitation/sourcing/click Question & Answer
2. Answer the question or assign to a collaborator (a registered employee)
3. Review your response/ or that given by the department personnel
4. Select "release" to post the Q&A, or "Edit" to edit the reply
To Create an Addendum (changes terms of the solicitation other than Q&A)
1. Under solicitation/sourcing/click "Addenda & Notices"
2. Click "Draft Addendum"
3. Enter text for the addendum
4. If there are attachments, drop and drag attachments accordingly
5. If alternative funding is used, send copy of the addendum to the funding source (do not post until funding source approves)
6. Click "Save New Addendum"
To Create a Notice (add agenda of a meeting, sign-in sheets, recording, etc)
1. Under solicitation/sourcing/click "Addenda & Notices"
2. Click "Draft Notice"
3. Enter a Title for the notice
4. Enter the description/details of the Notice
5. Drop/Drag any attachments (recordings, sign-in sheets, etc)
6. Click "Save New Notice"
Opening the Solicitation
1. Open the Teams or Zoom link and make sure your recording the opening
2. After the official date and time, goto Solicitation/Sourcing/click the "Submitted Responses" button
3. Click "report" button (upper left of responses) to send all responses to your email and download to the bid file.
4. If public (construction related), read aloud the names of the respondents and their totals
4.1. Under Solicitation/Evaluations/click "Manage Responses", then the "Bid Tabulation" tab
5. Click on one response at a time.
6. Review the questionnaire and check next to the "pass" or "fail".
7. If Construction, click on the Bid Bond and make sure they submitted a 5% bid bond
8. If the response doesn’t meet the requirements of the solicitation, check "Disqualify Response"
8.1 If checked, choose reason why the response is disqualified
8.2 Toggle if the respondent should be notified through the system
8.3 Click "Disqualify Response" or "Cancel"
9. Repeat steps 4-8 for each response
10. View Pricing table, click “Bid Tabulations”

Click the “Bid Tabulations” tab Options:

To Print table only, click export to excel to the right of Bid Schedule To print a report that includes the pass/fail items, click “Report” to the right of the top section

Download Bid Tabulation. And modify the report to add to the green sheet/agenda as an attachment
1. Click Solicitation / Evaluations / Bid Tabulation
2. Click "Export this table" / "export to Excel
3. Saving bid solicitation file as a PDF
4. Attach PDF to green sheet/agenda item
Post Teams or Zoom recording (see Notices)
Notify the Project Manager. Send Email (outside the Platform) to the Project Manager telling that you’ve opened the solicitation, they can view the results, and you will be waiting for as department recommendation whether to move forward.
Department recommendation is received from the requesting department
Issue "Intent to Award Letter"
1. Under Solicitation/Evaluations/Manage Responses/Selected Vendor(s) tab
2. Click the "Intent to Award Letter" at right corner of the table
3. Choose the supplier to issue the letter to
4. Choose Word Format
5. Click to Download Word Document
6. Open Downloaded file / modfiy as needed
7. Save a Word and PDF copy in H drive bid file
8. Post Intent to Award as a Notice-/solicitation/sourcing/Addenda & Notices
Create a Contract
1. Solicitation/Evaulations/Manage Responses/Selected Vendors
2. Click "+Add Contract" to the right of the selected vendor
3. Check "share project with Project", then click "+add contract"
4. Choose Procurement Classification from the drop down menu
5. Choose Contract Type from the drop down menu
6. Choose Funding Source from the drop down menu
7. Check any that apply: piggyback language, cooperative, bid protest, contract claim, re-bid, or emergncy
8. Enter Start Date (this field is required so estimate)
9. Choose: limited term, Upon Completion, or Continuous
10. Click green "Create Contract" at the bottom of the page
11. Click blue "+Create Contract Document" in upper right
12. Choose the type of Contract
13. Enter the Procurement contact, and Department
14. If emegency/disaster click the "yes" button
15. Click "Next" in the lower right
16. Enter title and bid number
17. Enter "TBD" for point of contact, Mailing address, phone number, and email
18. Answer the remaining questions
19. Click "Next" in lower right
20. Click "Insurance Coverage Required" to review coverages
21. Add a [space] to the end of the criteria (unless clauses are amended)
22. Click the green "Complete" button to the left
23. Click "Next" in lower right
24. Review the attachments, add anything the should be included
25. Click "Next" in lower right
26. Click on and address any missing fields
27. Click toggle in upper right to "preview"
28. Click "Export" in the Upper left, then "Download Document"
29. Choose "Full Package With Attachments"
30. Click to Download Package
31. Move Zip File to bid file in the H drive
32. Review the contract in the Zip file and save as a PDF
33. Merge all PDF files into a single PDF
34. Place Watermark "DRAFT" on the PDF
35. Attach draft contract as an attachment to the solicitation
If Alternate funding is used (Grant/FDOT): send finalized contract to the grantor for review
Contract approved by Grantor
Contract
1. Export the solicitation as a Word Document with Contract terms and signature page
2. format be putting a page break between each section and convert to PDF.
3. Attach awardee's submittal to the back of the document.
Send Contract by email to recommended awardee for signature
Signed Contract & COI received from Contractor
Procurement to review of Contract & Certificate of Insurance (COI) for completeness
Create "Green Sheet"/Agenda item: when a department recommendation is received to move forward then create an Agenda item in Peak Software for the next available meeting.
1. see separate approved agenda verbiage
2. Attach signed Contract
Council approved
Received executed Contract from the Clerk
Send executed Contract to Contractor/Consultant and Project Manager

Checklist for ITB

&Z&F &P

RFP-RSQ

Title:
red=not done, yellow=in process, green=completedDescription
Received Intake Request (if grant related, make sure signed grants and cklists are included) Important – Procurement Rep needs to review the entire material received from the department for completeness that all documents provided has been received. Alert – The Procurement Rep cannot begin preparing any documents until all documentation has been received.
If grant related, read the entire grant agreement
Create Project from Intake Request
1. Click Intake / goto "My Reviews on left toolbar
2. Click desired Project
3. Click view Request and look over information / review information under each tab
4. Click "Create Project"
5. Click "Get Auto Number" to get next solicitation number"
6. Click next to "Categories" to search from NIGP codes (select all that apply or are close)
7. Click "Next" in lower right corner
8. Review and answer unanswered questions (click next in bottom right when completed)
9. Review summary and background. Modify as needed.
10. Enter dates for timeline. Remove lines that aren't needed
a) invite project manager, director, committee members & cfmpurchasing by creating appointments in Outlook for 1) releasing the solicitation 2) pre-solicitation meeting 3) question deadline 4) submission deadline 5) selection committee (in conference room 6)Presentations (in Council). For items 2, 4, 5, & 6 also invite Mary Hagemann & Bernice Vono. Set up Teams meetings for 2,4,&5
11. Review Summary and Background. Add a space or period to the end of the section if no changes were made. Enter from Intake if needed.
12. Review/edit all sections under Document Editor, click into each section.
13. Review Evaluation Criteria. Edit is needed.
14. Review Instructions. Remove clauses described as ITB or RFO/RSQ that don't apply
15. Review sections. Modify if needed.
16. Review Vendor Submission Questions. Remove those that don’t apply.
17. Review attachments. Move internal documents to supporting attachments
17a. Renumber all supporting attachments beginning with A. edit/choose next consecutive letter beginning with "A"/ save
18. Review Final Checklist. Update what is needed.
19. Click Ready for approval (the system will go through a programmed list of people to approve the solicitation before publishing.
Invite Collaborators to give feedback on the Project
1. Under solicitation, click "Invite Collaborators" (must be registered on OpenGov)
2. Type the first part of the name, select from dropdown box
3. Choose whether they can "view only" or edit"
4. Click "Update" on the same the as the new entry
5. Click "Done" at bottom of the pop up box
Notify additional & specific vendors
1. under Sourcing tab, click invite vendors
2. click "+add vendors" / either by location or email address
Ask Collaborators Questions with the software, if needed
Create PDF or word version of solicitation: (Solicitation/Builder/View Document/Export (upper left)/Download Document /Full Package with Attachments/save in bid file)
IF ALTERNATIVE FUNDING IS USED: send a copy to the solicitation, attachments, and checklists to the GRANTOR representative for approval
IF FEDERALLY FUNDED, see separate checklist.
Approval from Granting Source/Approval to Advertise
Review/Approval phase
1. Under Solicitation, click the green "Approval Setup" button under Next Action
2. The Department Director, Ben Few, & Procurement Manager are built in approvers
3. To add others: click "add approver" within the step desired
4. Type the first few letters of the name and choose from dropdown box
5. Click "Update Step"
6. Click the green "Start Review Process" button
Approvals are completed
Send Advertisement to Procurement Coordinator w/ GL account number, at least 3 days prior to publishing (if Construction over $200k)
Procurement Coordinator will send back ad confirmation. Save in solicitation file.
Issue the Solicitation via OpenGov
1. Under solicitation/builder/click the green "Finalize Document" button (everyone must approve first)
2.On the approval dashboard after everyone approves, Click green "Finalize Project" button at bottom of the page
3. Confirm by clicking the green "Finalize" button
4. Click the green "Draft Posting" button on the pop-up menu
5. Create the Post by clicking the green "Get Started" Button
6. Review the vendor questionnaire to make sure all questions pertain. Remove questions that don’t pertain by clicking the red X on the right side.
7. Once questions are correct, click "Save" and scroll to the top of the screen and Click "Timeline"
8. Verify dates, times, and meeting links are correct
9. Check the box next to "Confirm all dates are correct"
10. Choose the "Posting Options" that for this solicitation, including "Do you want pricing to post? The default is Yes. A) Choose the option, "totals only"
11. Click "Save" at the bottom of the page
12. Click the green "Schedule Post" button at the bottom of the page
13. Choose to post now, or set up a later date
14. Click the green "Publish Post" button
Conduct a Pre-Submittal Meeting, if desired (this is done outside the Platform)
Answer respondents questions through the platform
1. Under solicitation/sourcing/click Question & Answer
2. Answer the question or assign to a collaborator (a single registered employee)
3. Review your response/ or that given by the department personnel
To Create an Addendum (changes terms of the solicitation other than Q&A)
1. Under solicitation/sourcing/click "Addenda & Notices"
2. Click "Draft Addendum"
3. Enter text for the addendum
4. If there are attachments, drop and drag attachments accordingly
5. If alternative funding is used, send copy of the addendum to the funding source (do not post until funding source approves)
6. Click "Save New Addendum"
To Create a Notice (add agenda of a meeting, sign-in sheets, recording, etc)
1. Under solicitation/sourcing/click "Addenda & Notices"
2. Click "Draft Notice"
3. Enter a Title for the notice
4. Enter the description/details of the Notice
5. Drop/Drag any attachments (recordings, sign-in sheets, etc)
6. Click "Save New Notice"
Opening the Solicitation
1. Open the Teams or Zoom link and make sure your recording the opening
2. After the official date and time, goto Solicitation/Sourcing/click the "Submitted Responses" button
3. Click "report" button (upper left of responses) to send all responses to your email and download to the bid file. 3a) Once in your email downlead each response into the bid file.
4. Read aloud the names of the respondents and their totals
4.1. Under Solicitation/Evaluations/click "Manage Responses", then the "Bid Tabulation" tab
5. Click on one response at a time.
6. Review the questionnaire and check next to the "pass" or "fail".
7. If the response doesn’t meet the requirements of the solicitation, check "Disqualify Response"
7.1 If checked, choose reason why the response is disqualified
7.2 Toggle if the respondent should be notified through the system
7.3 Click "Disqualify Response" or "Cancel"
8. Repeat steps 6-7 for each response
9. Post Teams or Zoom recording as a notice (see Notices)
Evaluate Responses
1. Click green "Start Evaluation" button
2. choose method: best value, lump sum, or line item
3. Edit pre-determined criteria (change weights, or who evaluates what)
4. Click "Next" Iower right corner
5. Assign the evaluators for the solicitation
6. Click "complete setup"
7. Click "Start Adding Proposals" on the pop up screen
option to "compare pricing" if desired.
8. Click Evaluator tab
9. Click "Release to Evaluators"
10. Click "Release to Evaluators" again in the pop up menu
11. Evaluators will receive an email that they are part of the evaluation committee
12. Click the "My evaluations" tab to complete scoring of MBE and local preference (if applicable)
13. Click "evaluators" tab to see the progress of the evaluators
14. click "send reminder" to remind evaluators to complete their evaluations
15. Click the "aggregate evaluations" tab to show live results
16. In the evaluation committee meeting the procurement rep can go between step 13 to see who needs to complete their scores and 15 to read the results.
a. By clicking the column title the system will resort the column(s).
17. Click "Report" in upper right to get a report of the scores and save it to the bid file.
Issue "Intent to Award Letter"
1. Under Solicitation/Evaluations/Manage Responses/Selected Vendor(s) tab
2. Click the "Intent to Award Letter" at right corner of the table
3. Choose the supplier to issue the letter to
4. Choose Word Format
5. Click to Download Word Document
6. Open Downloaded file / modfiy as needed
7. Save a Word and PDF copy in H drive bid file
8. Post Intent to Award as a Notice-/solicitation/sourcing/Addenda & Notices
Create a Contract
1. Solicitation/Evaulations/Manage Responses/Selected Vendors
2. Click "+Add Contract" to the right of the selected vendor
3. Check "share project with Project", then click "+add contract"
4. Choose Procurement Classification from the drop down menu
5. Choose Contract Type from the drop down menu
6. Choose Funding Source from the drop down menu
7. Check any that apply: piggyback language, cooperative, bid protest, contract claim, re-bid, or emergncy
8. Enter Start Date (this field is required so estimate)
9. Choose: limited term, Upon Completion, or Continuous
10. Click green "Create Contract" at the bottom of the page
11. Click blue "+Create Contract Document" in upper right
12. Choose the type of Contract
13. Enter the Procurement contact, and Department
14. If emegency/disaster click the "yes" button
15. Click "Next" in the lower right
16. Enter title and bid number
17. Enter "TBD" for point of contact, Mailing address, phone number, and email
18. Answer the remaining questions
19. Click "Next" in lower right
20. Click "Insurance Coverage Required" to review coverages
21. Add a [space] to the end of the criteria (unless clauses are amended)
22. Click the green "Complete" button to the left
23. Click "Next" in lower right
24. Review the attachments, add anything the should be included
25. Click "Next" in lower right
26. Click on and address any missing fields
27. Click toggle in upper right to "preview"
28. Click "Export" in the Upper left, then "Download Document"
29. Choose "Full Package With Attachments"
30. Click to Download Package
31. Move Zip File to bid file in the H drive
32. Review the contract in the Zip file and save as a PDF
33. Merge all PDF files into a single PDF
34. Place Watermark "DRAFT" on the PDF
35. Attach draft contract as an attachment to the solicitation
If Alternate funding is used (Grant/FDOT): send finalized contract to the grantor for review
Contract approved by Grantor
Create "Green Sheet"/Agenda item: when with the committee's recommendation, (use the template wording) a) attach the solicitation, response of the highest respondent
After approval is given negotiate, send solicitation to the committee and the awardee asking them to begin negotiations. Request deliverables of the negotiated scope and any negotiated fee schedule.
Upon receipt of negotiated scope and fee schedule, merge information into the contract snd send to the awardee for signature
Once a signed contract is received, print a hard copy for the clerk to route for signatures. Include a copy of the original council agenda/approval on top. Handwrite, "route for signatures only".
Received executed Contract from the Clerk
Send executed Contract to Contractor/Consultant and Project Manager
Post Contract in OpenGov Contract module (see seperate tab)

Checklist for RFP-RSQ

&Z&F &P

Contracts

After receiving a fully executed contract from the City Clerk:
DateDescription
1) Click the Contract tab in OpenGov
2) Click the blue "+New Contract" button
3) The popup box choose the department where the contract originates from
4) Click the green "+Create Contract" button
5) Enter the Contract Title
6) Contract ID: use the same number as the solicitation (if more than one, use the 3 letters of the awardees name)
7) Skip requisition ID and Purchase Order Number
8) If there is a specific amount, click the pencil edit icon and enter the amount
9) Associated Vendor: choose the vendor from the drop down box first, if not there click Enter information under the field box
10) Projecdt Contact: choose the project manager from the drop down box.
11) Enter the Procurement Contact from the drop down menu
12) Department: should be auto populated from the previous screens, if not choose from the drop down menu
13) Associated Project: if relating to a solicitation, choose the solicitation from the drop down menu
14) Procurement Classification: choose the type of solicitation from the drop down menu
15) Contract Type: choose the type of Contract that was used.
16) Choose the funding source from the drop down menu
17) check any box that applies for: piggyback, cooperative, protest, claim, rebid, emergency
18) Enter estimated start date of the contract (required, but can be changed later)
19) Triggers the end of the contract: choose from the drop down menu
20 ) If "limited term" is selected in #18, enter the term of the contract.
21) If there are renewal associated with the contract, enter those here.
22) Contract Documents: drop and drag any contract related documents (executed documents, insurance COI's, renewals, etc)
23) If applicable, enter milestones
24) Enter a contract summary.
25) Enter any notes during the contract period
26) Click "Create Contract" this will only create the contract record, not the contract. Under the current format the solicitastion is the contract.
CONTRACT MAINTENANCE (after a contract record has been created)
27) Choose the contract from the list
28) Click the insurance tab, (add all types of insurance and the requested, approved, and expiration dates)
29) Contacts: add supplier contact, procurement contact, etc.

Recording a Contract

9/16/2024

File details come from the government source that posted it. Updated .