GABE Posted May 17, 2023 Report Share Posted May 17, 2023 Question : Looking for recommendations regarding checklists, to be utilized pre solicitation and pre award phase. Im not seeking a comprehensive list, just the major criteria for which should be reviewed when soliciting and awarding under 10m. I’d like to keep the list simple, while addressing Buy American, applicable trade agreements, appropriately posted or justified (perhaps both) to formerly known FBO, FAR 19, etc. Any recommendations would be appreciated! Please add any heldful checklist documents. Thank you, Gabe Link to comment Share on other sites More sharing options...
Don Mansfield Posted May 17, 2023 Report Share Posted May 17, 2023 If you are a beginner, let me suggest a learning exercise. Don't ask to see other people's checklists. Make your own checklist based on the contents of FAR 4.803(a). Then, check to see if there's anything in your agency's FAR supplement that adds to the list at FAR 4.803(a). Then, look it over and ask yourself if you forgot anything. Share it with some colleagues to see if they can think of anything you forgot. Post it on Wifcon and ask for feedback. Once you've done that, then look at other checklists and compare them to yours. Maybe you forgot something. Maybe they forgot something that you remembered. In the end, you will have learned more than if you just looked at others' checklists. Why reinvent the wheel? Because if you're a beginner you don't know enough about wheels to be taking shortcuts. Link to comment Share on other sites More sharing options...
Vern Edwards Posted May 17, 2023 Report Share Posted May 17, 2023 12 hours ago, GABE said: Looking for recommendations regarding checklists, to be utilized pre solicitation and pre award phase. Recommendations for checklists for what kind(s) of acquisition(s)? For what purpose(s)? Simplified acquisitions? Sealed bidding? Competitive negotiation? Noncompetitive negotiation? Fixed-price contract acquisition? Cost-reimbursement contract acquisition? Time-and-materials contract acquisition? Incentive contract acquisition? GSA MAS ordering under FAR 8.405 without a statement of work? GSAn MAQS ordering with a statement of work? GSA MAS ordering with a blanket purchase agreement? Single-award IDIQ contract ordering? Multiple award IDIQ contract ordering under FAR 16.505? Ordering against a requirements contract? Architect-engineer contracting? Acquisitions of supplies? Acquisition of services? What kind? Acquisition of construction? Checklists for all of the above? Any of the above? Some of the above? A single, universal checklist? Is it your impression that one checklist would work for all? Checklists are very good things, but good ones are very difficult to develop. In our heavily-regulated business it takes deep know-how and extensive research. I recommend that you follow Don's advice as a learning opportunity. But depending on what kind of acquisition you're thinking of, you'll have to look at a lot more than FAR 4.803, especially if you want it for the entire process leading up to contract award. But here is a very personal suggestion: Read an essay by James Fenton entitled, "A Lesson from Michelangelo," which was published in the March 23, 1995 issue of The New York Review of Books. You can access it here: https://www.nybooks.com/articles/1995/03/23/a-lesson-from-michelangelo/ You must register to read it, but you won't have to pay. It's not about contracting. It's about art. You may wonder why I suggest that you read it. I suggest it because you posted in the Beginners' Forum. The lesson to be learned is: "Now go and learn the art of modeling before you learn the art of finishing." Consider it a gift from an old man who's almost done. Link to comment Share on other sites More sharing options...
C Culham Posted May 17, 2023 Report Share Posted May 17, 2023 12 hours ago, GABE said: Any recommendations would be appreciated! Yep as already indicated lots of considerations. And references too that may lead to the development of the checklist that you find most suitable. Just to help I did a quick internet search. Maybe these will help you in your quest or at least start you on your effort to develop your own - https://media.defense.gov/2022/Mar/08/2002952280/-1/-1/0/CG_4788.PDF https://www.publications.usace.army.mil/Portals/76/Eng_Form_6146_2019Jun.pdf?ver=2019-06-24-144102-160 https://oamp.od.nih.gov/sites/default/files/DAPEDocs/HHSChecklist/2009_05_checklist_negotiated_1_presolicitation_to_award.pdf https://www.transportation.gov/sites/dot.dev/files/docs/APL_contract_checklist.pdf And many, many more! Link to comment Share on other sites More sharing options...
C Culham Posted May 17, 2023 Report Share Posted May 17, 2023 12 hours ago, GABE said: while addressing Buy American, applicable trade agreements, And then there is this - https://www.fai.gov/tools/Buy-American-and-Trade-Agreements-Decision-Tools Link to comment Share on other sites More sharing options...
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