Negotiated Acquisition Checklist – Presolicitation to Award
Contract/order number: _________________ Contractor name: ______________________
Award date: ______________ Performance period: ____________________________
Tab A – Award Documents__ Signed original contract __ Signed original modifications
Tab B – Presolicitation__ Project concept clearance/research initiative __ Acquisition Plan (AP) or other acquisition request document(s) (FAR 7.1; HHSAR 307.71) __ Justification for Other Than Full and Open Competition (JOFOC) (FAR 6.3; HHSAR 306.3); Limited Source Justification (LSJ) (FAR 8.405-6; HHSAR 308.405-6) __ Unsolicited proposal documentation (FAR 15.6; HHSAR 315.6) __ HHS Small Business Review form – HHS-653 (FAR 19.501; HHSAR 319.501) __ Documentation supporting 8(a) set-aside (FAR Subpart 19.8) __ Request for Information (RFI) [FAR 15.201; HHSAR 315.201(e)] __ Sources sought notice (FAR 5.205; HHSAR 305.205; 310.001; 319.202-2) __ Draft solicitation issued for comment [FAR 15.201(c)(6)] __ Presolicitation notice of RFP availability (FedBizOpps) (FAR 5.102; 36.204) __ Other
Tab C – Determinations and Presolicitation Clearances__ Use and evaluation of options (FAR 17.205; 17.206) __ Project Officer certification of training (HHSAR 301.606) __ Non-personal services [FAR 37.103(a)(3)] __ Use of Government-furnished property, equipment, or information (FAR Subpart 45.3) __ Determination to use letter contract (FAR 16.603-3; HHSAR 316.603-3) or other contract type [FAR 16.102(d)] __ Determination to use a Time & Materials or Labor Hour contract [FAR 12.207(b); 16.601(d)] __ Paperwork Reduction Act: OMB clearance (HHSAR 352.270-7) or clinical exemption documentation __ Advisory and assistance services for evaluation of proposals (FAR 37.203(d); 37.204; HHSAR 315.305) __ Public affairs services (HHS Public Affairs Management Manual, 1986) __ Information technology (IT) clearance (FAR 7.103; Part 39) __ Wage rate determination (FAR 22.1000) __ Printing (FAR 8.8) __ Other
Tab D – Solicitation__ Preproposal conference documentation (FAR 15.201) __ Solicitation document (RFP/RFQ) (FAR15.203) or electronic solicitation location information __ Solicitation correspondence/questions/ responses (FAR 15.201) __ Solicitation amendments (FAR 15.206) __ Potential offeror intent to respond replies (FAR 15.204) __ List of proposals received __ Record of late proposal(s) and notification letter(s) (FAR 15.208) __ Excluded Parties List System (FAR 9.404) __ Other
Tab E – Technical Evaluation__ Withdrawal of proposal(s) (FAR 15.208) __ Peer review/technical evaluation panel agenda/roster (FAR 15.305; HHSAR 315.305) __ Signed technical evaluation score sheets (except when peer review is required by statute) (FAR 15.305; HHSAR 315.305) __ Technical evaluation report (FAR 15.305; HHSAR 315.305) __ Conflict of interest/confidentiality forms for reviewers (FAR 3.104; HHSAR 303.104; 315.305) __ Other
Tab F – Competitive Range/Source Selection__ Exchanges with offerors (FAR 15.306) __ Competitive range determination [FAR 15.306(c)] __ Preaward notice of exclusion from competitive range [FAR 15.503(a)] __ Negotiation questions and responses (other than with successful offeror (FAR 4.803) __ Request for final proposal revision (FAR 15.307; HHSAR 315.307) __ Preaward survey/site visit report (FAR 4.803) __ Signed final technical evaluation score sheets (except when peer review is required by statute) and report [FAR 15.305; HHSAR 315.307)] __ Conflict of interest/confidentiality forms for reviewers involved in source selection (FAR 3.104; HHSAR 303.104; 315.305) __ Past performance/small disadvantaged business target evaluation [FAR 15.305; HHSAR 315.305)] __ Source selection determination (FAR 15.308) __ Determination of contractor’s non-responsibility (FAR 9.105-2)/SBA small business certificate of competency (FAR 9.105-2; Subpart 19.6) __ Other
Tab G – Successful Proposal__ Original technical and cost/price proposal (FAR 4.803) __ Representations and certifications (if not part of the business proposal) (FAR Subpart 4.12; 15.204-5) __ Negotiation questions and responses (FAR 4.803) __ Final proposal revision (FAR 15.307) __ Other
Tab H – Cost/Price Analysis__ Project Officer’s technical review of contractor’s business proposal [FAR 15.404-1(e)] __ Cost/price analysis [FAR 15.404-1(b) and (c)] __ Field pricing report (FAR 15.404-2) __ Indirect cost rate agreement (FAR 42.703) __ Certificate of current cost or pricing data (FAR 15.406-2) __ Structured fee calculation (FAR 15.404-4; HHSAR 315.404) __ Cost realism analysis [FAR 15.404-1(d)] __ Determination of adequacy of contractor’s accounting system __ Other
Tab I – Prenegotiation and Negotiation__ Prenegotiation objectives (FAR 15.406-1) __ Summary of negotiations with cost/price spreadsheet (FAR 15.406-3; HHSAR 315.372) __ Other
Tab J – Pre-award Documentation, Funding, and Clearances__ Requisition __ Small business subcontracting plan (FAR 19.702) __ Pre-contract costs documentation (FAR 31.205-32) __ Internal/other file review (HHSAR Subpart 304.71) __ Legal review __ Excluded Parties List System (FAR 9.404) __ Equal employment opportunity compliance clearance (FAR 22.805) __ Contracts with Federal employees (FAR 3.6; HHSAR 303.6) __ Foreign acquisition clearance (FAR Part 25.) __ Human subjects assurance (45 CFR Part 46 Subpart A; HHSAR Subpart 370.3) __ Animal welfare assurance (HHSAR Subpart 370.4) __ Bid guarantee (FAR 28.101) __ Performance and payment bond/insurance certificate (FAR Subpart 28.1) __ Central Contractor Registration (CCR) verification http://www.ccr.gov (FAR 4.1100) __ Data entry (FPDS/DCIS sheet) (FAR 4.602; HHSAR 304.602) __ Other
Tab K – Notices, Reports, Debriefings, and Protests__ FedBizOpps award synopsis (FAR 5.301) __ Award notification – small business subcontracting plan (FAR 19.705-6) __ Award notification letter(s) to unsuccessful offeror(s) (FAR 15.503) __ HHS congressional liaison notification (HHSAR 305.303) __ Debriefing documentation (preward and/or postaward) (FAR 15.505; 15.506) __ COTR certification of training (HHSAR 301.604) __ COTR designation memorandum (HHSAR 301.605) __ Contract transmittal letter(s) __ Protest documentation (FAR 33.103 and 33.104; FAR 19.302 and 19.305) __ Other
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