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Sample Summary of Contracts and Agreements

Refer to this sample for your fiscal year (FY) 2025 Primary Care Association (PCA) Non-Competing Continuation (NCC)’s progress report. Only submit an updated summary if you either:

  1. Have new or revised contracts and agreements 
  2. Expect to make changes during the FY 2025 budget period

Keep in mind

Be sure to:

  • Align the summary with your Budget Narrative
  • Oversee and have control over all new contracts
  • Comply with 45 CFR part 75 or 45 CFR part 92

Sample contracts and agreements summary

Name of Organization Type of Contract or Agreement Purpose and Scope How/Where Services Are or Will Be Provided Timeframe Summary of Changes
Data Strategy Inc. Contract Data Strategy’s contracted service will assess the use of data in our T/TA evaluation strategy. Key deliverables include: evaluation of T/TA needs surveys, listening session transcripts, and strategic recommendations for the PCA to improve data in T/TA evaluation. Live and remote information sharing, Q/A sessions, written reports July 1, 2024 – June 30, 2025 Updating contract for the FY 2025 budget year to reduce time commitment (from xx total hours to xx total hours) and associated cost (from $xx to $xx) based on time required to complete the work.
Consulting Partners Contract Workforce Objectives: T/TA consulting service to develop customized trainings, facilitating and managing communities of practice, providing peer-to-peer learning sessions, and creating professional development guides and toolkits.  Remotely using Zoom and Microsoft Teams platforms July 1, 2024 – June 30, 2027 New scope of work with Consulting Partners

 

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