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Task Order Checklist – Pre-solicitation to Award

Prescribed by HHSAR 304.803-70 Current as of May 8, 2009

Contract number: _________________
Task order number: _________________
Contractor name: ___________________________
Award date: ______________
Performance period: ____________________________

Tab A – Award Documents

__ Signed original contract
__ Signed original modifications

Tab B – Pre-solicitation

__ Acquisition Plan (AP) or other acquisition request document(s) (FAR 7.1; HHSAR 307.71)
__ Basis for exception to fair opportunity process (FAR 16.505)
__ Other

Tab C – Determinations and Pre-solicitation Clearances

 __ Use and evaluation of options (FAR 17.205; 17.206)
__ Approval for use of unilateral not-to-exceed task order
__ Task order COTR certification of training (HHSAR 301.604)
__ Determination to use a Time & Materials or Labor Hour contract [FAR 12.207(b); 16.601(d)]
__ Non-personal services [FAR 37.103(a)(3)]
__ Use of Government-furnished property, equipment, or information (FAR Subpart 45.3)
__ Paperwork Reduction Act: OMB clearance (HHSAR 352.270-7) or clinical exemption documentation
__ 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

__ Task order solicitation document (FAR 16.505)
__ Solicitation correspondence/questions/ responses (FAR 15.201)
__ Solicitation amendments (FAR 15.206)
__ List of proposals received
__ Excluded Parties List System (FAR 9.404)
__ Other

Tab E – Technical Evaluation/Source Selection

__ Technical evaluation panel agenda/roster (FAR 15.305; HHSAR 315.305)
__ Signed technical evaluation score sheets (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)
__ Exchanges with offerors (FAR 15.306)
__ Negotiation questions and responses (other than with successful offeror (FAR 4.803)
__ Request for final proposal revision (FAR 15.307; HHSAR 315.307)
__ Source selection determination (FAR 15.308)
__ Other

Tab F – Successful Proposal

__ Original technical and cost/price propoal (FAR 4.803)
__ Negotiation questions and responses (FAR 4.803)
__ Other

Tab G – Cost/Price Analysis

__ Task order COTR’s technical review of contractor’s business proposal [FAR 15.404-1(e)]
__ Cost/price analysis [FAR 15.404-1(b) and (c)]
__ 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)]  
__ Other

Tab H – Pre-negotiation and Negotiation

__ Pre-negotiation objectives (FAR 15.406-1)
__ Summary of negotiations with cost/price spreadsheet (FAR 15.406-3; HHSAR 315.372)  
__ Other

Tab I – Pre-award Documentation, Funding, and Clearances

__ Requisition
__ Small business subcontracting plan (FAR 19.702)
__ Internal/other file review (HHSAR Subpart 304.71)
__ Excluded Parties List System (FAR 9.404)
__ 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)
__ Data entry (FPDS/DCIS sheet) (FAR 4.602; HHSAR 304.602)
__ Other

Tab J – Notices, Reports, Debriefings, and Protests

__ 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 (pre-ward and/or post-award) (FAR 15.505; 15.506)
__ Task order COTR designation memorandum (HHSAR 301.605)
__ Task order award transmittal letter(s)
__ Other


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