Checklist of Documentation required for PS Online Assessments

Competitive Procurements:

Check (√) Document

• Statement of Work;
• All PS Online searches conducted (includes searches done prior to issuing solicitation, any conducted after bid closing or after contract award);
• Documentation that provides any additional information regarding the PS Online search conducted;
• Evaluation criteria (if not already included in solicitation document);
• Bid solicitation document sent;
• Bidders' List (email or facsimile cover sheet that confirms which suppliers were sent the solicitation document);
• All enquiries/requests for clarification from bidders;
• All responses from contracting authority to enquiries/requests for clarification from bidders;
• Responses form bidders indicating that they will not be submitting a proposal;
• Financial and technical proposals received from each bidder, including resume of the resource(s) offered;
• Evaluation report (individual evaluation reports and summary report if applicable), including any related correspondence;
• Confirmation of security clearance for each resource and successful bidder (if applicable);
• Documentation related to negotiations held with proposed supplier (if applicable);
• Enquiries from supplier regarding status of procurement;
• Responses to requests regarding status of procurement;
• Regret notice to all unsuccessful bidders;
• Contract, duly executed;
• Contract amendments, duly executed;
• Justification for amendment including any related correspondence.

Non-Competitive Procurements:

Check (√) Document

• Statement of Work;
• Procurement Strategy - sole source justification;
• All PS Online searches conducted;
• Documentation that provides any additional information regarding the PS Online search conducted;
• Bid solicitation document sent or email/facsimile sent to supplier requesting pricing;
• Financial and technical proposal received from supplier, including resume of the resource(s) offered;
• Evaluation of proposal submitted (if required);
• Documentation related to negotiations held with proposed supplier (if applicable);
• Enquiries from supplier regarding status of procurement;
• Responses to requests regarding status of procurement;
• Confirmation of security clearance for each resource and supplier (if applicable);
• Contract, duly executed;
• Contract amendments, duly executed;
• Justification for amendment including any related correspondence.