<table>
<colgroup>
<col style="width: 7%" />
<col style="width: 17%" />
<col style="width: 27%" />
<col style="width: 5%" />
<col style="width: 2%" />
<col style="width: 0%" />
<col style="width: 7%" />
<col style="width: 3%" />
<col style="width: 17%" />
<col style="width: 11%" />
</colgroup>
<thead>
<tr class="header">
<th colspan="10"><strong>Acquisition Process Scenario: 7. Open Market
Simplified Acquisition $25,001 - 100,000</strong></th>
</tr>
<tr class="odd">
<th colspan="3"><strong>Roles:</strong> PO, BO, FO, OSDBU, AT, SSA,
Offerors, PO/BO</th>
<th colspan="7"><strong>Systems</strong>: C = Current, F= Future, P =
Partial</th>
</tr>
<tr class="header">
<th>PO</th>
<th colspan="2">Program Office (Role performs: program management,
sustainment/logistics, data, facility support, programmatics, end
user)</th>
<th colspan="2"><h4 id="bo">BO</h4></th>
<th colspan="5">Buying Office (Role performs: contracting/purchasing
functions)</th>
</tr>
<tr class="odd">
<th>FO</th>
<th colspan="2">Finance Office (Role performs: accounting functions,
budget functions)</th>
<th colspan="2"><h4 id="osdbu">OSDBU</h4></th>
<th colspan="5">Small Business</th>
</tr>
<tr class="header">
<th>AT</th>
<th colspan="2">Acquisition Team (Role performs: Defined by FAR
1.102-3)</th>
<th colspan="2"><h4 id="ssa">SSA</h4></th>
<th colspan="5">Source Selection Authority- Determine Awardee</th>
</tr>
<tr class="odd">
<th>Offerors</th>
<th colspan="2">Quoters, Bidders, or Offerors</th>
<th colspan="2"><h4 id="pobo">PO/BO</h4></th>
<th colspan="5">Either or PO/ BO</th>
</tr>
<tr class="header">
<th rowspan="2"><strong>#</strong></th>
<th rowspan="2"><strong>Activity</strong></th>
<th rowspan="2"><h4 id="description">Description</h4></th>
<th rowspan="2"><h4 id="role">Role</h4></th>
<th colspan="4"><strong>Systems</strong></th>
<th rowspan="2"><strong>Information Exchanges</strong></th>
<th rowspan="2"><strong>Control / Business Rules</strong></th>
</tr>
<tr class="odd">
<th colspan="2"><strong>C</strong></th>
<th><strong>Name</strong></th>
<th><strong>F</strong></th>
</tr>
</thead>
<tbody>
<tr class="odd">
<td><strong>1.</strong></td>
<td><h3 id="define-requirements">Define Requirements</h3></td>
<td></td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td>1.1</td>
<td>Determine Need</td>
<td>Draft requirement, establish budget, and seek budget approval.</td>
<td>PO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 7.105(a), 7.107, 10.110(a), 11.002, 11.401,</td>
</tr>
<tr class="odd">
<td>1.1.1</td>
<td>Record Funding</td>
<td>Record funding or validate against bulk funding document.</td>
<td>FO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td>1.1.2</td>
<td>Combine Requirements</td>
<td>Explore ability to combine requirements, explore best business
arrangements (contract partnering).</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td>1.2</td>
<td>Validate Funding</td>
<td>Validate funding line.</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td><p>OMB Circular A-11; DoD FMR Vol 2A, Chapter 2A Sec 0102;</p>
<p>FAR 32.702</p></td>
</tr>
<tr class="even">
<td>1.2.1</td>
<td>Validate Funding</td>
<td>Validate funding line and budget restrictions.</td>
<td>PO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td>1.2.2</td>
<td>Validate Funding</td>
<td>Validate funding line and budget restrictions.</td>
<td>FO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td>1.4</td>
<td>Purchase Request</td>
<td>Submit to Buying Office. Should include Statement of work/
specifications, or other requirements and evaluation criteria.</td>
<td>PO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>DoDS FMR Vol 3, Chapter 15, Sec 150202; FAR 32.7</td>
</tr>
<tr class="odd">
<td>1.4.1</td>
<td>Communicate Purchase Request to BO</td>
<td>Transfer of purchase request data from PO thru FO to BO.</td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>Agency-specific</td>
</tr>
<tr class="even">
<td>1.5</td>
<td>Assigned Buyer / Contract Specialist</td>
<td>Buying Office analyzes requirement; assigns to buyer / contract
specialist.</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td><p>Agency policy;</p>
<p>FAR 7.102(b) OMB Cir A-11</p></td>
</tr>
<tr class="odd">
<td><mark></mark></td>
<td></td>
<td></td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td><mark></mark></td>
<td><mark></mark></td>
</tr>
<tr class="even">
<td><strong>2.</strong></td>
<td><strong>Market Research</strong></td>
<td></td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td><mark></mark></td>
<td><mark></mark></td>
</tr>
<tr class="odd">
<td>2.1</td>
<td>Follow Order of Required Sources</td>
<td><p>Must provide small businesses the maximum practicable opportunity
to participate in the acquisition.</p>
<p>For supplies: internal first, warehouses, UNICOR, JWOD, schedules,
and open market</p>
<p>For services: JWOD, UNICOR, schedules, and open market.</p></td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td><p>FAR 13.102(b)</p>
<p>FAR 8.001</p></td>
</tr>
<tr class="even">
<td>2.1.1</td>
<td>Check Agency Excess Property</td>
<td>Check Agency excess property.</td>
<td>PO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 8.001</td>
</tr>
<tr class="odd">
<td>2.1.2</td>
<td>Check Federal Excess Property</td>
<td>Check Federal excess property.</td>
<td>PO</td>
<td colspan="2">X</td>
<td>FEDS</td>
<td>X</td>
<td><ul>
<li><p>Check Federal excess personal property</p></li>
</ul></td>
<td>FAR 8.001</td>
</tr>
<tr class="even">
<td rowspan="2">2.1.3</td>
<td rowspan="2">Check Required Sources</td>
<td rowspan="2">Check required sources i.e., PRONET, JWOD &amp; UNICOR
sources.</td>
<td rowspan="2">BO</td>
<td colspan="2">X</td>
<td>JWOD Website</td>
<td>X</td>
<td><ul>
<li><p>Check required source</p></li>
</ul></td>
<td rowspan="2"><p>FAR 13.102(b)</p>
<p>FAR 8.7, 8.6</p>
<p>41 USC 46-48c; 18 USC 4121-4128</p></td>
</tr>
<tr class="odd">
<td colspan="2">X</td>
<td>UNICOR Website</td>
<td>X</td>
<td><ul>
<li><p>Check required source</p></li>
</ul></td>
</tr>
<tr class="even">
<td rowspan="4">2.1.4.</td>
<td rowspan="4">Check Federal Supply Schedules/ Multiple Award Contracts
/ GWACs</td>
<td rowspan="4">Check Federal Supply Schedules/ Multiple Award Contracts
/ GWAC.</td>
<td rowspan="4">PO/ BO</td>
<td colspan="2"></td>
<td>eCatalog</td>
<td>X</td>
<td><ul>
<li><p>Check supply schedules</p></li>
<li><p>Check GWACs</p></li>
</ul></td>
<td rowspan="4"><p>FAR 8.4; 16.505;</p>
<p>41 USC 102-36.65</p></td>
</tr>
<tr class="odd">
<td colspan="2">X</td>
<td>Advantage</td>
<td>X</td>
<td><ul>
<li><p>Check supply schedules</p></li>
</ul></td>
</tr>
<tr class="even">
<td colspan="2">X</td>
<td>Buyers.gov</td>
<td>X</td>
<td><ul>
<li><p>Reverse auction for IT against FSS and FTS contracts</p></li>
</ul></td>
</tr>
<tr class="odd">
<td colspan="2">X</td>
<td>FBO</td>
<td>X</td>
<td><ul>
<li><p>Check for potential combining of requirements</p></li>
</ul></td>
</tr>
<tr class="even">
<td rowspan="2">2.2</td>
<td rowspan="2">Conduct Market Survey</td>
<td rowspan="2">Determine industrial category (NAICS) and size
standards. Gather market survey findings.</td>
<td rowspan="2">BO</td>
<td colspan="2">X</td>
<td>Census Website</td>
<td>X</td>
<td><ul>
<li><p>Check for specific NAICS</p></li>
</ul></td>
<td rowspan="2"><p>FAR 6.102; 19.201;</p>
<p>FAR 19.303</p>
<p>FAR 13.102(a)</p></td>
</tr>
<tr class="odd">
<td colspan="2">X</td>
<td>CCR/BPN</td>
<td>X</td>
<td><ul>
<li><p>Use NAICS to find potential Offerors</p></li>
</ul></td>
</tr>
<tr class="even">
<td rowspan="2">2.2.1</td>
<td rowspan="2">Validate Market Survey Findings</td>
<td rowspan="2">Validate NAICS. Validate small business
opportunities.</td>
<td rowspan="2">OSDBU</td>
<td colspan="2">X</td>
<td>Census Website</td>
<td></td>
<td><ul>
<li><p>Check with a specific NAICS</p></li>
</ul></td>
<td rowspan="2"><p>FAR 6.102, 19.201, 19.303</p>
<p>FAR 13.102(a)</p></td>
</tr>
<tr class="odd">
<td colspan="2">X</td>
<td>CCR/BPN</td>
<td>X</td>
<td><ul>
<li><p>Use NAICS to find potential Offerors</p></li>
</ul></td>
</tr>
<tr class="even">
<td>2.3</td>
<td>Issue Sources Sought Notice</td>
<td>Posting in newspapers, single point of government entry, trade
magazines, other specialized web sites.</td>
<td>BO</td>
<td colspan="2">X</td>
<td>FBO</td>
<td>X</td>
<td><ul>
<li><p>Post Synopsis for Sources Sought</p></li>
</ul></td>
<td>FAR 5.002, 5.101; 15 USC 637(e), 41 USC 416</td>
</tr>
<tr class="odd">
<td rowspan="2">2.3.1</td>
<td rowspan="2">Establish Information Library</td>
<td rowspan="2">Drawings, specifications and other related
documents.</td>
<td rowspan="2">BO</td>
<td colspan="2">X</td>
<td>FBO</td>
<td>x</td>
<td><ul>
<li><p>Upload documents</p></li>
</ul></td>
<td rowspan="2">FAR 11.201; 5.102(b)(iii)</td>
</tr>
<tr class="even">
<td colspan="2"></td>
<td>FedTeds</td>
<td>X</td>
<td><ul>
<li><p>Upload documents</p></li>
</ul></td>
</tr>
<tr class="odd">
<td rowspan="4">2.3.2</td>
<td rowspan="4">Assess Responses From Sources Sought</td>
<td rowspan="4">Receive responses and coordinate evaluations by the
Acquisition Team.</td>
<td rowspan="4">BO</td>
<td colspan="2">X</td>
<td>CCR/BPN</td>
<td>X</td>
<td><ul>
<li><p>Validate NAICS</p></li>
<li><p>Assess capabilities – validate interest in type of
requirement</p></li>
</ul></td>
<td rowspan="4">FAR 13.102</td>
</tr>
<tr class="even">
<td colspan="2">X</td>
<td>ProNET</td>
<td></td>
<td><ul>
<li><p>Assess capabilities – validate business size</p></li>
</ul></td>
</tr>
<tr class="odd">
<td colspan="2">X</td>
<td>FPDS</td>
<td>X</td>
<td><ul>
<li><p>Assess capabilities – validate experience</p></li>
</ul></td>
</tr>
<tr class="even">
<td colspan="2"></td>
<td>PPIRS</td>
<td>X</td>
<td><ul>
<li><p>Assess capabilities – validate past performance</p></li>
</ul></td>
</tr>
<tr class="odd">
<td rowspan="2">2.3.3</td>
<td rowspan="2">Establish and Maintain Source List</td>
<td rowspan="2">Use responses to sources sought and SF 129’s on file to
create a source list—also use PRONET (same as 3.1 below).</td>
<td rowspan="2"></td>
<td colspan="2"></td>
<td>FBO (IVL)</td>
<td>X</td>
<td><ul>
<li><p>Identify interested parties using key words, NAICS etc.</p></li>
</ul></td>
<td rowspan="2"><p>FAR 13.102,</p>
<p>13.104(b)</p></td>
</tr>
<tr class="even">
<td colspan="2"></td>
<td>BPN</td>
<td>X</td>
<td><ul>
<li><p>Identify interested parties using key words, NAICS etc.</p></li>
</ul></td>
</tr>
<tr class="odd">
<td></td>
<td></td>
<td></td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td><strong>3.0</strong></td>
<td><strong>Issue RFQ</strong></td>
<td></td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td>3.1</td>
<td>Post Notice of Contract Action (Pre-solicitation Synopsis)</td>
<td>Post locally.</td>
<td>BO</td>
<td colspan="2">X</td>
<td>Local system</td>
<td>X</td>
<td><ul>
<li><p>Advertising requirement</p></li>
</ul></td>
<td>FAR 5.201(a)</td>
</tr>
<tr class="even">
<td rowspan="2">3.1.2</td>
<td rowspan="2">Maintain IVL</td>
<td rowspan="2">Enabling Interested Vendors List (IVL).</td>
<td rowspan="2">BO</td>
<td colspan="2">X</td>
<td>FBO</td>
<td>X</td>
<td><ul>
<li><p>Enable Interested Vendors List per solicitation</p></li>
</ul></td>
<td rowspan="2">FAR 13.104, 13.102</td>
</tr>
<tr class="odd">
<td colspan="2"></td>
<td>BPN</td>
<td>X</td>
<td><ul>
<li><p>Use NAICS to develop potential IVL</p></li>
</ul></td>
</tr>
<tr class="even">
<td rowspan="2">3.3.2</td>
<td rowspan="2">Build RFQ</td>
<td rowspan="2">Develops and coordinates review of RFQ. This includes
technical requirements provided and reviewed by the PO.</td>
<td rowspan="2">BO</td>
<td colspan="2">X</td>
<td>DOL –Wage Determination (Davis-Bacon)</td>
<td>X</td>
<td><ul>
<li><p>Extract wage determination (post in the solicitation for
construction)</p></li>
</ul></td>
<td rowspan="2">FAR 13.106-1,”</td>
</tr>
<tr class="odd">
<td colspan="2">X</td>
<td>NTIS / SCA Wage Determination</td>
<td>X</td>
<td><ul>
<li><p>Obtain service contract wage determinations</p></li>
</ul></td>
</tr>
<tr class="even">
<td>3.4</td>
<td>Solicitation Process</td>
<td></td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td rowspan="2">3.4.2</td>
<td rowspan="2">Issue Solicitation</td>
<td rowspan="2">Issue solicitation.</td>
<td rowspan="2">BO</td>
<td colspan="2">X</td>
<td>FBO</td>
<td>X</td>
<td><ul>
<li><p>Issue / post solicitation</p></li>
</ul></td>
<td rowspan="2">FAR 5.003, 5.102(a), 12.102 (b), 13.104(b) 13.106-1</td>
</tr>
<tr class="even">
<td colspan="2"></td>
<td>FedTEDS</td>
<td>X</td>
<td><ul>
<li><p>Upload technical drawings</p></li>
</ul></td>
</tr>
<tr class="odd">
<td>3.4.4</td>
<td>Amend Solicitation</td>
<td>Amend solicitation.</td>
<td>BO</td>
<td colspan="2"><h3 id="x">X</h3></td>
<td>FBO</td>
<td>X</td>
<td><ul>
<li><p>Post amendments to solicitations</p></li>
</ul></td>
<td>FAR 12.102 (b), 12.603 (b) (4), 13.105 (a)</td>
</tr>
<tr class="even">
<td>3.4.5</td>
<td>Respond to Solicitation Protest</td>
<td><p>Can happen at any time before receipt of proposals. Solicitation
protests can go to:</p>
<p>GAO, Federal Court, Contracting Officer.</p></td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 13.106-3(c), 33.1</td>
</tr>
<tr class="odd">
<td></td>
<td></td>
<td></td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td><strong>4.</strong></td>
<td><strong>Evaluate Responses</strong></td>
<td>Evaluate Responses activities based on RFQ</td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td>4.1</td>
<td>Receive Response</td>
<td>Receive response.</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td>X</td>
<td><ul>
<li><p>Receive electronic vendor responses</p></li>
</ul></td>
<td>FAR 13.106-2</td>
</tr>
<tr class="even">
<td rowspan="3">4.2</td>
<td rowspan="3">Conduct Initial Evaluation</td>
<td rowspan="3">Determine responsiveness.</td>
<td rowspan="3">BO</td>
<td colspan="2">X</td>
<td>CCR</td>
<td></td>
<td><ul>
<li><p>Check for existence of registration</p></li>
</ul></td>
<td rowspan="3">FAR 13.106-2(b)</td>
</tr>
<tr class="odd">
<td colspan="2"></td>
<td>BPN</td>
<td>X</td>
<td><ul>
<li><p>Validate vendor information</p></li>
</ul></td>
</tr>
<tr class="even">
<td colspan="2"></td>
<td>ORCA</td>
<td>X</td>
<td><ul>
<li><p>Retrieve representations and certifications (R&amp;C)</p></li>
</ul></td>
</tr>
<tr class="odd">
<td>4.3</td>
<td>Evaluate Business Proposal</td>
<td>Buying Office requests evaluators; transmit documents to evaluators,
evaluates price/costs, terms and conditions.</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 13.305(a)(1), 15.3, 15.303(a)(4), 15.305(a), 15.305(a)(3)</td>
</tr>
<tr class="even">
<td>4.4</td>
<td>Evaluate Technical Proposal</td>
<td>Evaluate technical proposal.</td>
<td>PO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 13.106-2, 13.305(a)(1))</td>
</tr>
<tr class="odd">
<td>4.7</td>
<td>Address Pre-Award Protests</td>
<td>Protests can go to GAO, Fed Court, or Contracting Officer and may
occur any time before award.</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 12.102 (b), 13.106-3 (c), 14.408-8, 15.507, 33.1</td>
</tr>
<tr class="even">
<td rowspan="4">4.9</td>
<td rowspan="4">Pre-Award Surveys and Approvals</td>
<td rowspan="4">Verify eligibility of prospective awardee</td>
<td rowspan="4">BO</td>
<td colspan="2">X</td>
<td>DOL pre-award Website,</td>
<td>x</td>
<td><ul>
<li><p>Check vendor EEO</p></li>
</ul></td>
<td rowspan="4">FAR 9.1; 9.4</td>
</tr>
<tr class="odd">
<td colspan="2">X</td>
<td>EPLS</td>
<td>X</td>
<td><ul>
<li><p>Obtain EPLS status</p></li>
</ul></td>
</tr>
<tr class="even">
<td colspan="2"></td>
<td>BPN</td>
<td>X</td>
<td><ul>
<li><p>Obtain EPLS status</p></li>
</ul></td>
</tr>
<tr class="odd">
<td colspan="2"></td>
<td>D&amp;B</td>
<td>X</td>
<td><ul>
<li><p>Check financials</p></li>
</ul></td>
</tr>
<tr class="even">
<td></td>
<td></td>
<td></td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td><strong>5.0</strong></td>
<td><strong>Issue Award</strong></td>
<td></td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td>5.1</td>
<td>Verify Funds Availability</td>
<td>Ensure sufficient funds are available for proposed award value.</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 32.702</td>
</tr>
<tr class="odd">
<td></td>
<td></td>
<td></td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td>5.2</td>
<td>Prepare Award</td>
<td>Assemble and prepare Purchase Order and documentation. Execute
procurement instrument.</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 13.106-3(a) and (b)</td>
</tr>
<tr class="odd">
<td rowspan="2">5.3</td>
<td rowspan="2">Prepare Management Award Information</td>
<td rowspan="2">Develop and submit federal procurement data regarding
specific current award.</td>
<td rowspan="2">BO</td>
<td colspan="2">X</td>
<td>FPDS</td>
<td>X</td>
<td><ul>
<li><p>Report information</p></li>
</ul></td>
<td rowspan="2">FAR 4.6</td>
</tr>
<tr class="even">
<td colspan="2"></td>
<td>GWAC Index</td>
<td>X</td>
<td><ul>
<li><p>Post award data</p></li>
</ul></td>
</tr>
<tr class="odd">
<td rowspan="2">5.5</td>
<td rowspan="2">Distribute Award Document</td>
<td rowspan="2"><p>Send document / notification to:</p>
<ul>
<li><p>Finance office</p></li>
<li><p>Program Office</p></li>
<li><p>Contractor</p></li>
<li><p>Contract Administration</p></li>
<li><p>Security</p></li>
</ul>
<p>Note: if purchase card is used for payment there is no notice to
finance office.</p></td>
<td rowspan="2">BO</td>
<td colspan="2">P</td>
<td>EDA</td>
<td>X</td>
<td><ul>
<li><p>Post all award documents to provide for internal
notifications</p></li>
</ul></td>
<td rowspan="2">FAR 4.201</td>
</tr>
<tr class="even">
<td colspan="2"></td>
<td>CADO</td>
<td>X</td>
<td><ul>
<li><p>Post contract award documents to provide for transparency and
visibility</p></li>
</ul></td>
</tr>
<tr class="odd">
<td rowspan="3">5.7</td>
<td rowspan="3">Address Post-Award Protest</td>
<td rowspan="3">Resolve post award protests, thru Alternative Dispute
Resolution (ADR) or court. Rule 4 file is developed. This activity is
coordinated with Legal Office.</td>
<td rowspan="3">BO</td>
<td colspan="2">X</td>
<td>GAO website</td>
<td></td>
<td><ul>
<li><p>Conduct legal research</p></li>
</ul></td>
<td rowspan="3">FAR 12.102(b), 13.106-3 (c), 14.408-8, 15.507, 33.1</td>
</tr>
<tr class="even">
<td colspan="2">X</td>
<td>Court of Claims Web site</td>
<td></td>
<td><ul>
<li><p>Conduct legal research</p></li>
</ul></td>
</tr>
<tr class="odd">
<td colspan="2">X</td>
<td>Lexus/Nexus &amp; Others</td>
<td></td>
<td><ul>
<li><p>Conduct legal research</p></li>
</ul></td>
</tr>
<tr class="even">
<td></td>
<td></td>
<td></td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td><strong>6.</strong></td>
<td><strong>Monitor Performance/Contract Administration</strong></td>
<td></td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td rowspan="6">6.3</td>
<td rowspan="6">Monitor &amp; Document Performance</td>
<td rowspan="6"><p>Communication and documentation between Government
and Contractor regarding quality and timeliness-- on an exception
basis</p>
<p>Timeliness and quality information collected passively</p></td>
<td rowspan="6">PO</td>
<td colspan="2">x</td>
<td>DOD CPARS</td>
<td>x</td>
<td><ul>
<li><p>Post performance information</p></li>
</ul></td>
<td rowspan="6">FAR 42, 46.4</td>
</tr>
<tr class="odd">
<td colspan="2">X</td>
<td>NIH CPS</td>
<td>x</td>
<td><ul>
<li><p>Post performance information</p></li>
</ul></td>
</tr>
<tr class="even">
<td colspan="2">X</td>
<td>NASA PPDBS</td>
<td>x</td>
<td><ul>
<li><p>Post performance information</p></li>
</ul></td>
</tr>
<tr class="odd">
<td colspan="2">X</td>
<td>Army PPMIS</td>
<td></td>
<td><ul>
<li><p>Post performance information</p></li>
</ul></td>
</tr>
<tr class="even">
<td colspan="2">X</td>
<td>FDIC</td>
<td></td>
<td><ul>
<li><p>Post performance information</p></li>
</ul></td>
</tr>
<tr class="odd">
<td colspan="2">X</td>
<td>Education</td>
<td></td>
<td><ul>
<li><p>Post performance information</p></li>
</ul></td>
</tr>
<tr class="even">
<td>6.3.1</td>
<td>Inspect Goods or Services</td>
<td>Preparation and completion of receiving documentation (e.g.
DD1155).</td>
<td>PO</td>
<td colspan="2"></td>
<td>PPIRS</td>
<td>x</td>
<td><ul>
<li><p>Collecting passive past performance information as it relates to
timeliness quality, and delivery</p></li>
</ul></td>
<td>FAR 46.5</td>
</tr>
<tr class="odd">
<td>6.3.2</td>
<td>Accept Goods and /or Services</td>
<td>Done for each contract line item number.</td>
<td>BO/PO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 46.5</td>
</tr>
<tr class="even">
<td>6.3.3</td>
<td>Manage Property</td>
<td>Adjust agency property (includes government furnished items or
equipment or contractor purchased items or equipment).</td>
<td>PO</td>
<td colspan="2">X</td>
<td>FEDS or DRMO</td>
<td></td>
<td><ul>
<li><p>Identify disposal of excess contractor acquired property</p></li>
</ul></td>
<td></td>
</tr>
<tr class="odd">
<td>6.4</td>
<td>Process Contract Changes</td>
<td>Issue modifications or change orders. Contracting Officer working in
coordination with PO, ACO, FO, &amp; Legal.</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 43</td>
</tr>
<tr class="even">
<td><strong>7.</strong></td>
<td><strong>Approve Payment</strong></td>
<td>See Purchase Card Scenario if purchase card is used for payment</td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td>7.1</td>
<td>Receive Invoice</td>
<td>Must meet requirements set forth in contract. Role is dependent on
how agency writes contract.</td>
<td>BO, FO, PO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 52.232-25</td>
</tr>
<tr class="even">
<td>7.2</td>
<td>Submit Invoice to Finance Office</td>
<td>Communicate approved invoice to Finance Office.</td>
<td>BO, PO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 32.9</td>
</tr>
<tr class="odd">
<td><img src="media/image1.wmf" />7.3</td>
<td>Match Invoice to Receiving Report and Obligating Document.</td>
<td>Ensure goods and services have been performed satisfactory against
contract requirements.</td>
<td>FO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td><p>FAR 46.502</p>
<p>FAR 32.702</p>
<p><mark></mark></p></td>
</tr>
<tr class="even">
<td></td>
<td></td>
<td></td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td><strong>8.</strong></td>
<td><strong>Pay Vendor</strong></td>
<td>See Purchase Card Scenario if purchase card is used for payment</td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td>8.1</td>
<td>Receive Approved Invoice</td>
<td>Finance Office receives an approved invoice thru Buying Office.</td>
<td>FO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>DoD FMR Vol 10, Chapter 9, Sec 0903</td>
</tr>
<tr class="odd">
<td>8.2</td>
<td>Ensure Availability of Funds</td>
<td>Verify accounting records (matching process).</td>
<td>FO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 32.702</td>
</tr>
<tr class="even">
<td>8.3</td>
<td>Verify EFT Information</td>
<td>Finance Office originally obtained EFT information when they
received the obligating document. This information must be verified
before payment.</td>
<td>FO</td>
<td colspan="2">P</td>
<td>BPN/CCR</td>
<td>X</td>
<td><ul>
<li><p>Obtain EFT data from BPN</p></li>
</ul></td>
<td>FAR 32.11</td>
</tr>
<tr class="odd">
<td>8.4</td>
<td>Process Payment</td>
<td>Produce payment requests and create an electronic voucher that is
transmitted to Treasury for disbursement.</td>
<td>FO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td><ul>
<li></li>
</ul></td>
<td>FAR 32.9</td>
</tr>
<tr class="even">
<td>8.4.1</td>
<td>Verify Off-sets</td>
<td>Verify if payment should be reduced due to amounts owed to
government by contractor.</td>
<td>Treasury, DFAS</td>
<td colspan="2">X</td>
<td>TOP</td>
<td>X</td>
<td><ul>
<li><p>Verify Payment e.g. TIN</p></li>
</ul></td>
<td>Debt Collection Improvement Act PL 104-134</td>
</tr>
<tr class="odd">
<td>8.4.2</td>
<td>Transfer Funds</td>
<td>Pay vendor via check or EFT.</td>
<td>Federal Reserve, DFAS</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td><strong>9.</strong></td>
<td><strong>Close Out</strong></td>
<td></td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td rowspan="2">9.5</td>
<td rowspan="2">Maintain Archival Contract Files</td>
<td rowspan="2">Maintain official contract records in accordance agency
procedures and NARA requirements.</td>
<td rowspan="2">BO</td>
<td colspan="2"></td>
<td>FPDS-NG</td>
<td>X</td>
<td><ul>
<li><p>Report close-out information (12c FPDS-NG requirement reason for
modification “closed-out”)</p></li>
</ul></td>
<td rowspan="2">FAR 4.805</td>
</tr>
<tr class="even">
<td colspan="2"></td>
<td></td>
<td>X</td>
<td><ul>
<li><p>Record Mgt per NARA</p></li>
</ul></td>
</tr>
</tbody>
</table>