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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 https://www.sam.gov/portal/public/SAM/##11 (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