Fix the operating layer. Then the system has something to run.

3 weeks

Procurement diagnostic

Sized to fit common municipal small-purchase thresholds.

A map of the current process, where staff time actually goes, which paths are written down, and one recommended operating-model fix.

What you leave with

• Intake-to-closeout walkthrough with the people who run it
• Path inventory: what is documented, what lives in inboxes
• Staff-time sketch using the agency’s own volume and minutes
• Risk notes Legal and finance can review
• One recommended engagement, or a clear reason not to proceed

8–16 weeks

End-to-end operating model

A single documented workflow from request through closeout, with exception paths, so status no longer depends on individual inboxes.

What you leave with

• Current-to-future process comparison
• End-to-end steps, including notice to proceed and closeout
• Exception paths for sole source and emergency
• Roles, handoffs, and what “complete” means at each gate
• Artifacts the agency owns at exit

6–12 weeks

Playbooks and operating guide

Written procedures for every live procurement path, with thresholds and approval rules Legal can review line by line.

What you leave with

• A playbook per path the agency actually uses
• Threshold and Board-approval rules in writing
• Crosswalk from legacy procedure to the new one
• A guide staff can execute, not a binder that sits on a shelf

4–8 weeks

Numbering, records, and closeout

Every action carries an identifier from initiation through closeout, so reporting and audit do not require reconstructing a trail.

What you leave with

• Identifier assigned at request, converted at award
• Closeout defined as a required step, not an afterthought
• A record the next buyer, auditor, or grantor can follow

8–16 weeks

Platform implementation

The operating model is built in the system the agency already owns or is buying — OpenGov or an equivalent — instead of remaining a slide deck.

What you leave with

• Configuration that matches written procedure
• Signature routing that respects existing authority, including wet signature where required
• Reporting leadership can use without asking a buyer
• Training so staff can run it after we leave