Checklist of Documentation required for ProServices Assessments
Competitive Procurements
Check (√) Document
- Statement of Work
- All ProServices 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 ProServices 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 - Non-Competitive Procurements
- Statement of Work
- Procurement Strategy - sole source justification
- All ProServices searches conducted
- Documentation that provides any additional information regarding the ProServices 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
- Date modified:
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