Action

CONTRACT MANAGEMENT WORKSHEET

taken (link
All Agencies. Rating criteria: 1-poor, 2Target Date
Comments/Rating brief
shortcomings, 3-meets reqs, 4-exceeds, 5- 1, e.g. end of
(link brief
comment to
outstanding
first quarter Actual comment to doc) doc)
Target Date 2 Actual Comments
Contractor Name (Link to site)
FEID number
Contract Number
Contract Name
Items/Services & Class Code
CONTRACT RESPONSIBILITIES
CONTRACTOR (examples)
I. Performance Requirements
A. Outputs (May include design and/or
performance requirements)
1. Deliverables (add rows as needed)
2. Tasks (add rows as needed)
3. Standards, Benchmarks, Performance
Measures
4. Reports
B. Outcomes
1. Performance measures, benchmarks,
a. State Objectives
b. Small Business Participation
2. Quality
C. Overall Rating
II. Schedule
Examples, A-C: Design, Project Phases,
Completion. Milestones.
III. Budget
Examples: A & B: Within budget? Invoices
compliant, i.e. accurate, timely, complete?
IV. Customer Service
Examples: A-G: communication, reliability,
flexibility, problem resolution, change order
negotiation, exceptions, complaints

5
5

2. Fails to meet
minimum reqs

Complaint to Vendor filed

AGENCY (examples)
I. Contract Manager (examples)
A. Read contract, list risks, responsibilities
and expectations
B. Complete contract management
worksheet
C. Meet with Contractor
D. Risk items (examples)
E. Periodic Review Items
Examples A-F: Performance Measures,
inventory, budget, policy changes, process
improvement/reengineering issues, workload
changes, opportunities, e.g. cost reduction

Action taken Target Date 3 Actual Comments Action taken Target Date 4 Actual Comments Action taken

Sample. Add/delete/specify as needed.

CONTRACT MANAGEMENT WORKSHEET

Contractor Name
FEID number
Contract Number
Project Name
PROJECT RESPONSIBILITIES
CONTRACTOR (examples)
I. Performance Requirements
A. Outputs (May include design and/or
performance requirements)
1. Deliverables (add rows as needed)
2. Tasks (add rows as needed)
3. Standards, Benchmarks, Performance
Measures
4. Reports
B. Outcomes
1. Performance measures, benchmarks
2. Quality
II. Schedule
Examples, A & B: Milestones, Completion.
III. Budget
Examples: A & B: Within budget? Invoices
compliant, i.e. accurate, timely, complete?
IV. Customer Service
Examples: A-G: communication, reliability,
flexibility, problem resolution, change order
negotiation, exceptions, complaints
AGENCY (examples)
I. Contract Manager (examples)
A. Risk items (examples)
B. Periodic Review Items
Examples A-F: Performance Measures,
inventory, budget, policy changes, process
improvement/reengineering issues, workload
changes, opportunities, e.g. cost reduction
II. Other Agency Responsibilities

Target Date 1,
e.g. end of
first quarter
Actual Comments/Rating
On time? Quality?
1poor; 2 fair; 3 meets
reqs; 4 exceeds; 5
excellent. Can link.

Action taken

Target Date 2 Actual Comments Action taken Target Date 3 Actual Comments

Few words possibly linked to documentation

Action taken Target Date 4 Actual Comments Action taken

CONTRACT MANAGEMENT SCHEDULE Date received Amount

Contractor
FEID number
Contract Number
Project Name
Invoice numbers

Description Comments Action taken

Can link to
documentat
ion

Date taken

Contractor
Link to site

FEID
Contract
number Number

Items/
Project Servic Class
Name es
Code

Start
Date

Contract
End Total
Contract Manager'
Date amount Agency Manager s email

Contract Performance
Manager' Requirements Budget Schedule
s phone Rating
Rating Rating

Customer
Service
Overall
Rating
rating
1-5

Note that a vendor's rating in each category and

overall need not be an average of the contributing
ratings. For instance, a firm receiving two 3s, a four
and a five might get an overall rating of 3, 4 or 5,
depending upon the agency's estimation of the relative
importance of the various factors. The high and low
scores would represent limits only, that is, an overall
score could not be lower than the lowest score or
higher than the highest score.