P.A.C.T. System Process Flow

P.A.C.T. System Process Flow

Chahtapreneurs* will engage with the platform in the following way:

*Known in the platform and RFP as “client”, “pre-vendor”, “vendor”, “Choctaw member-owned business”

Chahtapreneurs

Client Entry in CSBD

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CSBD Staff

Readiness Pathway Management

Readiness Development

CSBD Services

ProgressTracking

Vendor Hub

Project Manager Review

Outside Procurement Entities

Search/Use the Discovery Tool

Client Entry

• Creates login and basic profile (address, contact details, services/products) and advisor is assigned

• Enters CSBD program via intake form

• Initial information is captured and baseline needs identified

Readiness Pathway

• Client entry initiates advisor management
• Advisors guide onboarding and readiness development
• Advisors assess progress and assign training as needed
• Clients decide if they want to become a Pre-Vendor
• All clients complete system/platform, and CSBD onboarding training

Vendor Readiness Development

• Pre-Vendors complete required and/or recommended readiness training based on advisor guidance and client meetings to achieve readiness
• Training may include LMS courses, in-person or hybrid sessions, college courses, and partner trainings
• SkillBridge and advisors support data entry and verification as needed beyond client self-uploads
• Clients cycle in this stage until requirements are met
• LMS data should integrate with the Vendor Hub to reflect progress through automated updates or APIs
• The LMS is not included in the MVP for this RFP

CSBD Clients

• The Vendor pathway is an optional CSBD service
• Clients may choose to participate in the Vendor pathway or receive standard CSBD advising services
• Clients not in the Vendor pathway continue to receive full CSBD support as usual
• Clients may opt out of the Vendor pathway at any time and still retain access to advisor support, training, and all CSBD services

Progress Tracking

• Progress is tracked across defined stages, showing completed, outstanding, and support needs
• Clients and advisors can track and review readiness progress
• Readiness is reviewed and confirmed against established criteria (not self-declared)
• If criteria are not met, the client and advisor update the pathway and continue development
• Once milestones are met, advisors nominate clients for Vendor Hub entry

Vendor Hub

• Transition from readiness to verified vendor status
• Vendor profile creation, management, and maintenance
• Document upload for compliance (client and advisor supported)

• Receive updates and alerts from CSBD
• Ongoing engagement and advanced training requirements to maintain vendor status
• Visibility in the Discovery Tool is based on criteria met

Project Manager

• Oversees the overall health of the platform
• Reviews advisor-nominated clients for readiness verification
• Confirms whether clients meet requirements for Discovery Tool eligibility
• Approves and activates vendor visibility in the Discovery Tool
• If criteria are not met, returns the client to the advisor with guidance for next steps in the readiness pathway

Procurement Entities

• Approved Vendor profiles will be searchable in Discovery Tool
• Includes CNO Procurement and any external entity seeking CSBD-verified, Choctaw member-owned businesses.
• CNO Procurement may use Discovery Tool search results in accordance with their established procedures.