1. PROGRAMMATIC MONITORING

DATE OF REVIEW:

DIVISION/BUREAU:

CONTRACT NUMBER:

CONTRACT BEGIN/END DATE:

Name of Contractor:

Contract Type:

Contract Manager:

YES

NO

N/A

This section should be completed based on “all” terms and conditions in the basic contract and Attachment A. This information should be used in developing the quarterly monitoring report and any recommendations for amendments or future contracts.

Name of Project:

Summary of Project:

Contact Attachments:

Contract Manager for the Contractor:

Renewal Clause

Travel Allowed

ATTACHMENT A, PART I, PROJECT OVERVIEW

D. What are the Outcomes? (list all outcomes and for each answer the questions below)

ü   Are required outcomes being met?

ü   If yes, do you have supporting documentation for the file?

ü   If no, do you have supporting documentation for the file?

ü   If no, was this discussed with the Contractor?

ü   If no, what actions are being taken?

E. What is the Role of Contractor on the Project Outcomes? (list out each role and answer the questions below)

ü   Is the Contractor fulfilling their role?

ü   If yes, do you have supporting documentation for the file?

ü   If no, do you have supporting documentation for the file?

ü   If no, was this discussed with the Contractor?

ü   If no, what actions are being taken?

F. What is the Role of the Department? (list out each role and answer questions below)

ü   Is the DOE fulfilling their role?

ü   If yes, do you have supporting documentation for the file?

ü   If no, do you have supporting documentation for the file?

ü   If no, was this discussed with the Contractor?

ü   If no, what actions are being taken?

ATTACHMENT A, PART II, PROJECT PHASES AND DELIVERABLES

A: Description of the Major Phases Stages or other organizational Structure of the Project. (list out each phase and answer questions below)

ü   Is the Contractor fulfilling their role?

ü   If yes, do you have supporting documentation for the file?

ü   If no, do you have supporting documentation for the file?

ü   If no, was this discussed with the Contractor?

ü   If no, what actions are being taken?

B. What are the deliverables? Attach list if necessary and answer questions below for each).

ü   Is the Contractor fulfilling their role?

ü   If yes, do you have supporting documentation for the file?

ü   If no, do you have supporting documentation for the file?

ü   If no, was this discussed with the Contractor?

ü   If no, what actions are being taken?

C. What are the final criteria for final completion of the contract?

ü   Does it appear that the contractor will be able to fulfill this obligation?

ü   If yes, do you have supporting documentation for the file?

ü   If no, do you have supporting documentation for the file?

ü   If no, was this discussed with the Contractor?

ü   If no, what actions are being taken?

D. If acceptance testing is applicable, has an acceptance plan been developed?

ü   If not, is there a timeline for completion?

ü   If not, will timelines be met?

ü   If yes,

ü   Is the Contractor fulfilling their role?

ü   If yes, do you have supporting documentation for the file?

ü   If no, do you have supporting documentation for the file?

ü   If no, was this discussed with the Contractor?

ü   If no, what actions are being taken?

E. If software up-dates are applicable:

ü   Is the Contractor fulfilling their role?

ü   If yes, do you have supporting documentation for the file?

ü   If no, do you have supporting documentation for the file?

ü   If no, was this discussed with the Contractor?

ü   If no, what actions are being taken?

PART III – MODIFICATION OF STANDARD TERMS AND CONDITIONS

If applicable the monitoring check list for Standard Terms and Agreement should be modified to incorporate these changes.

PART IV – PERFORMANCE BOND

If applicable, is there sufficient documentation to validate that performance bond or other securities were received or still in effect?

PART V – ADDITIONAL TERMS AND CONDITONS

If yes, each specific requirement as presented in the contract should be monitored and reported on.