A |
Phys Inventory |
Submit physical inventory record |
10/1/2019 |
9/30/2020 |
Concluded |
Amy Mai |
7/25/2019 1:23:13 PM |
|
Description: Submit copy of form used for physical inventory of property. Under §200.313, a physical inventory of property must be taken and the results reconciled with the property records at least once every two years. |
B |
ConAdmin |
Error-check & update actual WE budget spending w/in 4 months (reflect contract close-out value) |
10/1/2019 |
9/30/2020 |
Concluded |
Amy Mai |
7/25/2019 1:23:13 PM |
|
Description: No later than 4 months after the end of the previous contract, (a) open the prior-year contract SOW at the “WE Budget” tab; and (b) enter “Updated” WE budget amounts to reflect the final contract close-out amount actually spent by the contractor. |
C |
DraftNew |
Begin drafting contract renewal documents and conduct internal review as needed |
1/30/2020 |
4/15/2020 |
Concluded |
Amy Mai |
9/3/2019 1:03:53 PM |
|
Description: Your statement of work, line-item budget, and (if required) property inventory for your next contract are due to BPA at least 5 months prior to the contract start date (longer if your internal processes require more time to get the contract signed and in place prior to the start date). |
D |
Submit |
Submit contract renewal package (SOW, Excel budget, property inventory) to BPA COTR |
4/15/2020 |
8/1/2020 |
Concluded |
Amy Mai |
9/3/2019 1:03:53 PM |
|
Description: Once your statement of work (SOW) in Pisces is complete, and you have attached your line-item budget (LIB) and property inventory (PI) (if required), click the “Submit” button on the SOW tab to notify your COTR the package is ready for review. |
E |
FixCmts |
Address comments and revise SOW, LIB, and PI as needed to get BPA manager approval |
4/15/2020 |
8/15/2020 |
Concluded |
Amy Mai |
9/3/2019 1:03:53 PM |
|
Description: Once your COTR and his or her BPA manager have reviewed your contract renewal package and returned any comments to you, you will need to provide responses and changes as needed to achieve approval from the BPA manager, who will then forward the package to the Contracting Officer.
This should be completed at least five months prior to the next contract start date. |
F |
Sign&Rtrn |
Return signed contract to BPA’s Contracting Officer within 30 days |
6/1/2020 |
8/31/2020 |
Concluded |
Amy Mai |
9/3/2019 1:03:53 PM |
|
Description: Respond to the CO and COTR indicating any problems with the contract within 20 days, or return the signed contract to the BPA Contracting Officer (CO) within 30 days. |
G |
FinInv01 |
Submit final invoice for prior contract within 90 days to facilitate contract closeout |
10/1/2019 |
1/31/2020 |
Concluded |
Amy Mai |
9/3/2019 1:03:53 PM |
|
Description: Within 90 days of the last day of the PRIOR contract, the contractor shall issue a final invoice. In instances where more than 90 days is needed (e.g., because subcontractors have not invoiced), the contractor shall: 1. review records, 2. estimate all outstanding costs, and 3. provide BPA with a single, cumulative estimate of all completed, but uninvoiced work. This amount shall be emailed to FWinvoices@bpa.gov and the COTR. |
H |
CostSh01 |
Facilitate inputting Cost Share information into Pisces at the Project level |
10/1/2019 |
11/15/2019 |
Concluded |
Amy Mai |
9/5/2019 4:24:54 PM |
|
Description: Cost share information can be input anytime during the contract (e.g., concurrent with quarterly status reports) but no later than November 15 for each fiscal year.
I am the sole contractor under this project. I will enter previous federal FY's Cost Share information on the Project's Cost Share tab by Nov 15. (Milestone starts Sep. 30 and ends Nov. 15) |
I |
SFTY |
Comply with all applicable federal, state, tribal and local safety requirements, including reporting |
10/1/2019 |
9/30/2020 |
Concluded |
Amy Mai |
7/25/2019 1:23:13 PM |
|
Description: As described in the contract’s Terms and Conditions, the contract manager and contractor shall comply with all applicable federal, state, tribal and local safety laws, rules, regulations and requirements. |
J |
|
WDFW, CRITFC - submit FY21 SOW package for subcontract to ODFW |
4/1/2020 |
8/1/2020 |
Concluded |
Amy Mai |
9/3/2019 1:03:53 PM |
|
Description: Provide FY21 SOW, and budget for preparation of subcontract. |
K |
|
Complete First Aid Traing (including CPR & AED) |
10/1/2019 |
9/30/2020 |
Concluded |
Amy Mai |
7/25/2019 1:23:13 PM |
|
Description: Organize and provide first aid, CPR, and AED training to project staff. |
L |
DELIV |
SOW, budget, property inventory and year end accrual |
|
9/30/2020 |
Concluded |
Amy Mai |
7/25/2019 1:23:13 PM |
|
Description: SOW and budget request for contract period 10/1/2020 - 9/30/2021; equipment inventory, accrual reports and other metrics as requested by BPA. |