Planning Tab

 

  1. Use the dropdown menu in the first column to designate a Project
  2. Provide the name of proposed Planning Activity
  3. Select the plan's discipline from the dropdown list (note: a legend is provided by mouse-over on the column's header)
  4. Select the plan's Solution Area Sub-Category
  5. Select the plan's Expenditure Category from the dropdown list
    • You may need to create multiple lines for a planning project depending on whether the proposal seeks funding for both consultant contracts and staff salaries
  6. Indicate the title of the Final Product
  7. Sole Source Procurement Over $150,000
    • If your project is over $150,000 (all inclusive), select "Yes" from the dropdown menu. The State will seek proof that the project was properly procured through a national competitive bidding process, and the Sole Source Authorization will need to be submitted, reviewed, and approved prior to initiating work on any such project
    • If your project is under $150,000 (all inclusive), select "No"
  8. If your project requires a competitive bidding process as stipulated by your governing purchasing policies, indicate "Yes"; otherwise, indicate "No"
    • If your project cost requires a bid process, as stipulated by your governing purchasing polices, but do not meet the State's Sole Source Authorization threshold of $150,000, you must still submit the Request for Proposal (RFP) or Request for Bid (RFB) documentation
  9. Provide the "Estimated Cost" of your Planning proposal - in whole dollars only - which should correspond to the provided documents
  10. Provide Project Descriptions
  11. Roll up proposed projects into the Cover Sheet

 

If your Planning involves the hiring of a Contractor-Consultant

  • Using your mouse, right-click on any of the tabs and select "Unhide"
  • Select "Consultant-Contractor" and hit "OK"
  • Proceed to, and complete, the Consultant-Contractor tab

 

If your Planning involves the funding of Staff Salaries

  • Using your mouse, right-click on any of the tabs and select "Unhide"
  • Select "Personnel Roster" and hit "OK"
  • Proceed to, and complete, the Personnel tab

 

Return to Project Proposals Page