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Monterey Consultants, Inc.

Portfolio: Procurement Assistance Support & IT Research, Advisory, and Consulting Services

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How to Buy from a NASPO ValuePoint Contract

If you’ve identified a portfolio or supplier on the NASPO ValuePoint website and are ready to make a purchase:
The first step is to check whether your state has a Participating Addendum (PA) for that contract. Each PA outlines which entities within the state (such as agencies, counties, cities, public universities, or school districts) are authorized to purchase from the agreement.

If your organization is covered by a PA:
The next step is to follow your state’s or your organization’s established procurement procedures to complete the purchase. NASPO ValuePoint does not issue purchase orders or manage individual transactions, as each state or local entity retains its own procurement authority. These processes can vary widely, some state agencies may be required to use a central procurement platform (for example, an ERP (SAP, Workday, JD Edwards, etc.) or eProcurement System (Ivalua, SOVRA, CGI Advantage, etc.)), while local entities such as public universities or municipalities may have their own systems and approval thresholds.

Because these rules differ from state to state and even between organizations within the same state, NASPO ValuePoint cannot prescribe a single buying process, but encourages purchasers to work within their local procurement guidelines when utilizing NASPO ValuePoint contracts.

Contract Information

Awarded
Expiration
Renewal Limit

Description

Monterey, Inc. is a Service-Disabled Veteran-Owned Small Business (SDVOSB) providing embedded program, procurement, acquisition, contract, grant, and operational management support services to state agencies and public sector organizations. Monterey has proudly served as a NASPO ValuePoint supplier since 2019 and is an awarded vendor under both the Procurement of Acquisition Support Services (PASS) and IT Research and Advisory Consulting (IT RAC) contract vehicles.

Our services are designed to support agencies managing complex programs, procurements, contracts, grants, and technology initiatives under demanding timelines and staffing constraints. Monterey's embedded execution model allows experienced professionals to integrate directly into existing agency operations and assume responsibility for defined workloads while operating within established governance and oversight structures.

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Products and Services Offered:

• Procurement administration and acquisition support

• Contract management and contract administration

• Program and project management support

• Grant execution and financial assistance administration

• Subaward and subrecipient management

• Compliance reporting and audit readiness support

• IT operational and strategic support services

• Embedded staffing and surge capacity support

• Operational oversight, milestone tracking, and performance reporting

Awarded Categories / Contract Information:

Monterey is an awarded vendor under the NASPO ValuePoint:

• Procurement of Acquisition Support Services (PASS)

• IT Research and Advisory Consulting (IT RAC)

Contract Number:

DPC-1428523190-SA-32-PASS_ITRAC

Key Capabilities and Differentiators:

• Embedded execution-focused support rather than advisory consulting

• Rapid deployment of experienced professionals

• Flexible staffing aligned to program, procurement, grant, and IT operational needs

• Support for procurement, grants, contracts, technology initiatives, and operational execution

• Strong focus on documentation discipline, audit readiness, and compliance

• Proven support for state agencies administering complex federal and state-funded initiatives

• Ability to scale support up or down based on operational demands

Monterey has supported state agencies across procurement, healthcare, information technology, human services, and grant administration environments. Our teams help agencies maintain visibility into program progress, reduce operational risk, strengthen operational execution, and keep mission-critical work moving forward.


Helpful Resources:

Additional capability statements and program support materials are available at:

https://www.mcix.com/procurement

Master Agreement

MA #DPC-1428523190-SA-32-PASS_ITRAC

Download and review this supplier's contract and any amendments.

Download Master Agreement

Products & Services Scope

  • Category 1 - PASS
  • Category 2 - IT RAC

Pricing

Products and pricing are subject to change.

Price Lists

NASPO ValuePoint makes every effort to maintain the accuracy and completeness of the documents on this website. However, all official records are maintained by the Lead State (or Participating Entity, in the case of participating addenda). In the event of any conflict between the documents on this site and an entity’s official records, the official records govern.

Questions, concerns, and feedback on this website’s content may be sent to [email protected].

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Participating Addenda


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Here's how you can still participate:

Download Model PA Template

Select a state or territory on the map to view participating addenda.

What is a Participating Addendum?

A Participating Addendum (PA) is generally used by a state Chief Procurement Official (CPO) to establish a state contract tied to a specific NASPO ValuePoint master agreement. The PA identifies unique terms and conditions specific to a state and identifies state agencies and other eligible entities in the state that are authorized to participate in the agreement. A state CPO may issue PAs that allow participation as follows:

  • Statewide provides for participation by all state and local government agencies and other eligible entities within the state
  • State only provides for participation only by state agencies.
  • Non State entities only provides for participation by local government agencies and other eligible entities, but prohibits participation by state agencies.

Review your state’s Participating Addendum (PA) to determine eligibility. If a PA is not currently in place, contact the state CPO to discuss whether participation may be considered.

For questions related to participation in NASPO ValuePoint master agreements, please contact the Cooperative Contract Coordination team at [email protected].

Please click here to review the Participating Addendum for eligibility details.

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Missouri

Download the Participating Addendum


State PAs

  • Monterey Consultants, Inc. | State of Missouri
    State of Missouri | DPC-1428523190-SA-32-PASS_ITRAC
    Participating Addendum

North Carolina

Download the Participating Addendum


State PAs

  • Monterey Consultants, Inc. | State of North Carolina
    State of North Carolina | DPC-1428523190-SA-32-PASS_ITRAC
    Participating Addendum

Oregon

Download the Participating Addendum


State PAs

  • Monterey Consultants, Inc. | State of Oregon
    State of Oregon | DPC-1428523190-SA-32-PASS_ITRAC
    Participating Addendum

Virginia

Download the Participating Addendum


State PAs

  • Monterey Consultants, Inc. | Commonwealth of Virginia
    Commonwealth of Virginia | DPC-1428523190-SA-32-PASS_ITRAC
    Participating Addendum

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This contract can be found under this portfolio:

Procurement Assistance Support & IT Research, Advisory, and Consulting Services

Awarded
Expiration
Renewal Limit

Portfolio Snapshot

Everything you need to know about this portfolio's solicitation process.

Portfolio Snapshot.PASS.pdf

Solicitation Documents

Contact the Lead State:
North Carolina

Melinda Tomlinson
[email protected]
984-236-0238


Contact NASPO

For Buyers

Nick Hughes, JD, CPPO
Cooperative Portfolio Manager
[email protected]

For Suppliers

Chris Price
Supplier Engagement Manager
[email protected]