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Contract Kick-Off Meeting Checklist
Version 2 3/1/2013 Page 1
<Insert Date and Time>
<Insert Location><Insert Conference Number and Access Code, if applicable>
Topic
Goal and Objective for the meeting
Review of Agenda
Introductions
Agency Team and their roles (point of contact for Contractor)
Communication Protocol
Implementation Timeline
a. Decisions or obstacles impacting timeline
b. Factors to be considered
c. Due dates for gathering & definition of requirements (if applicable)
d. Impact on other agencies/divisions/units (if applicable)
e. Specific Contractor implementation tasks
f. Specific Agency implementation tasks
Data Flow
a. System of record for data
b. Determine data points and flow for end receipt
Functionality and Informatics Considerations: (if applicable)
a. Telephonic Enrollment
b. Web-Portals
c. Access to the Agency’s offices and equipment
Structure and frequency of future meetings
a. Format
b. Duration
c. Onsite at Agency or remote
Financial and Performance Monitoring Considerations
If performance and payment bonds are required, be sure copies have been obtained and validity verified
by confirming with surety underwriter prior to start of work.