<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: 2. Two Step
Sealed Bid</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- Determines 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.</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>1.3.1</td>
<td>Acquisition Planning</td>
<td>Develop and coordinate acquisition planning (Forecast and
Acquisition Plan).</td>
<td>BO</td>
<td colspan="2"><mark></mark></td>
<td><mark></mark></td>
<td><mark></mark></td>
<td><mark></mark></td>
<td>FAR: 1.102-3, 7.103, 7.105; 7.4, 14.201(a), FAR 19.202</td>
</tr>
<tr class="odd">
<td>1.3.2</td>
<td>Validate Goals</td>
<td>Validates goals, publicize forecast.</td>
<td>OSDBU</td>
<td colspan="2"></td>
<td>FBO</td>
<td>X</td>
<td><ul>
<li><p>Publish goals and forecast</p></li>
</ul></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, 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>X</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>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>FAR 8.001</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., 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 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></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">FAR 6.102, 19.201, 19.303</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"><p>FAR 15.201(f); 11.201; 5.102(b)(iii)</p>
<p>14.211(a)</p></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"><p>FAR 15.202</p>
<p>14.101(a), (b)</p></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>2.4</td>
<td>Negotiate Set-aside</td>
<td>Prepare a position/recommendation document.</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 19.5</td>
</tr>
<tr class="even">
<td>2.4.1</td>
<td>Review Recommendations</td>
<td>Review and resolve position/recommendation.</td>
<td>OSDBU</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></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 Synopsis/ Invitation for Bid (IFB)</strong></td>
<td>Issue pre-solicitation synopsis advertising that requirements need
to be filled;</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 to Federal single point (newspapers, periodicals, trade
journals, professional journals).</td>
<td>BO</td>
<td colspan="2">X</td>
<td>FBO</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">Process IVL</td>
<td rowspan="2">Enabling Interested Vendors List.</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 14.205, 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>3.2</td>
<td>Modify Synopsis</td>
<td>Modify Synopsis.</td>
<td>BO</td>
<td colspan="2">X</td>
<td>FBO</td>
<td></td>
<td><ul>
<li><p>Modify synopsis</p></li>
</ul></td>
<td>FAR 5.201(a)</td>
</tr>
<tr class="odd">
<td>3.3</td>
<td>Pre-Solicitation Process</td>
<td>Pre-Solicitation Process.</td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td>3.3.1</td>
<td>Develop Selection Plan</td>
<td><p>Section L: Instructions to Offerors</p>
<p>Section M: Evaluation Criteria (Price, Quality, Past Performance);
Establishing evaluation factors and significant sub-factors, e.g. that
would fall in to source selection plan.</p>
<p>Coordinate with PO, FO, OSDBU, and Legal.</p></td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td><p>FAR 12.203, 12.303, 13.106-1(a) (2), 13.106-2, 13.106-2(b),
13.106-3 (a), 14.201-5 (b) – (c), 14.201-8, 14.206-6,</p>
<p>10 USC 2305, 41 USC 253a</p></td>
</tr>
<tr class="odd">
<td rowspan="2">3.3.2</td>
<td rowspan="2">Build Invitation for Bid</td>
<td rowspan="2">Develops and coordinates review of formal solicitation.
This includes technical requirements provided and reviewed by the PO.
The Legal Office may review for legal sufficiency.</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 14.201, 12.303, FAR 12.04,</td>
</tr>
<tr class="even">
<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="odd">
<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="even">
<td>3.4.1</td>
<td>Pre-Solicitation Contact with Potential Offerors</td>
<td>Pre bid conferences and other reviews by potential Offerors to
obtain feedback and publicize.</td>
<td>BO</td>
<td colspan="2">X</td>
<td>FBO</td>
<td>x</td>
<td><ul>
<li><p>Push page updates to IVs</p></li>
</ul></td>
<td>FAR 12.102 (b), , 14.207, 14.211</td>
</tr>
<tr class="odd">
<td rowspan="2">3.4.2</td>
<td rowspan="2">Issue Solicitation</td>
<td rowspan="2">Issue request for technical proposals.</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), 14.503-1</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>3.4.3</td>
<td>Solicitation Inquiries</td>
<td>Post solicitation Inquiries (Vendor questions, concerns, and
clarifications) obtained either by written communication or from a
pre-bid conference go through Contracting Office.</td>
<td>BO</td>
<td colspan="2">X</td>
<td>FBO</td>
<td>X</td>
<td><ul>
<li><p>Post responses to inquiries</p></li>
</ul></td>
<td>FAR 12.102 (b), , 14.203, 14.211(b)</td>
</tr>
<tr class="even">
<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), 14.208,</td>
</tr>
<tr class="odd">
<td>3.4.5</td>
<td>Respond to Solicitation Protest</td>
<td><p>Can happen at any time before receipt of bids. 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 12.102 b, 14.408-8, , 33.1</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>4.</strong></td>
<td><strong>Evaluate Responses</strong></td>
<td>Evaluate Responses activities based on IFB.</td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td>4.1</td>
<td>Receive Response</td>
<td>Receive technical proposals.</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 14.503-1(c)</td>
</tr>
<tr class="odd">
<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 14.503-1(e)(2)</td>
</tr>
<tr class="even">
<td colspan="2"></td>
<td>BPN</td>
<td>X</td>
<td><ul>
<li><p>Validate vendor information</p></li>
</ul></td>
</tr>
<tr class="odd">
<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="even">
<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="odd">
<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 13.305(a)(1), 15.3, 15.303(a)(4), 15.305(a), 15.305(a)(3)</td>
</tr>
<tr class="even">
<td>4.4.1</td>
<td>Conduct Discussions with Those Whose Proposal Can Be Made
Acceptable</td>
<td>Do this only if there are not enough acceptable proposals to ensure
adequate price competition</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 14.503-1(f)(1)</td>
</tr>
<tr class="odd">
<td>4.4.2</td>
<td>Issue IFBs For Price</td>
<td>Issue IFB requesting prices to all vendors accepted in Step 2.</td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 14.503-2</td>
</tr>
<tr class="even">
<td>4.6.1</td>
<td>Notify Exclusions and Perform Pre-Award Debriefing</td>
<td>Notify vendors not proceeding to step 2 and perform pre-award
debriefing if requested.</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 14.503-1(g), 15.505 and 15.506</td>
</tr>
<tr class="odd">
<td><p>4.2.1</p>
<p>New Order for this process</p></td>
<td>Resolve Mistakes in Bids</td>
<td>If a mistake in bid is alleged, resolve it.</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 14.407</td>
</tr>
<tr class="even">
<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), 14.408-8, , 33.1</td>
</tr>
<tr class="odd">
<td>4.8.1</td>
<td>Receive Sealed Bids</td>
<td>Receive price bids from vendors proceeding to step 2 and conduct bid
opening.</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td>X</td>
<td><ul>
<li><p>Receive bid submissions electronically</p></li>
</ul></td>
<td>FAR 14.401</td>
</tr>
<tr class="even">
<td>4.8.2</td>
<td>Open Bids</td>
<td>Open bids.</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 14.402</td>
</tr>
<tr class="odd">
<td>4.8.3</td>
<td>Record Bid</td>
<td>Record bid.</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 14.403</td>
</tr>
<tr class="even">
<td>4.8.4</td>
<td>Evaluate Bids</td>
<td>Resolve mistakes in bid; reject non-conforming bids.</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 14.404,14.407</td>
</tr>
<tr class="odd">
<td rowspan="4">4.9</td>
<td rowspan="4">Pre-Award Surveys and Approvals</td>
<td rowspan="4">Verify eligibility of prospective awardee thru EEO
clearance (as applicable) DCAA &amp; DCMA.</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 14.408-2</td>
</tr>
<tr class="even">
<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="odd">
<td colspan="2"></td>
<td>BPN</td>
<td>X</td>
<td><ul>
<li><p>Obtain EPLS status</p></li>
</ul></td>
</tr>
<tr class="even">
<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="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>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="odd">
<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="even">
<td>5.2</td>
<td>Prepare Award</td>
<td>Assemble and prepare award documentation. Execute procurement
instrument.</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 14.408-1,</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="6">5.4</td>
<td rowspan="6">Issue Award Notices</td>
<td rowspan="6"><p>Post required notices:</p>
<ul>
<li><p>Pre-award notices under set- asides this is an intent to award to
vendor (only for vendors in competitive range)</p></li>
<li><p>Congress (as applicable),</p></li>
<li><p>Post award notice (FBO);</p></li>
<li><p>Unsuccessful Offerors</p></li>
<li><p>DOL (as applicable)</p></li>
</ul></td>
<td rowspan="6">BO</td>
<td colspan="2">X</td>
<td>FBO</td>
<td>X</td>
<td><ul>
<li><p>Post award notice</p></li>
</ul></td>
<td rowspan="6"><p>FAR 5.303, 12.102 (b),</p>
<p>14.409-1 (b),</p>
<p>DFARS 204.6; agency regs for reports to Congress</p></td>
</tr>
<tr class="even">
<td colspan="2">X</td>
<td>ECats</td>
<td>X</td>
<td><ul>
<li><p>Post vendor data to catalogs</p></li>
</ul></td>
</tr>
<tr class="odd">
<td colspan="2"></td>
<td>DOL</td>
<td>X</td>
<td><ul>
<li><p>Inform award of service based contract performance</p></li>
</ul></td>
</tr>
<tr class="even">
<td colspan="2">X</td>
<td>Sub-net</td>
<td></td>
<td><ul>
<li><p>Post subcontracting opportunities</p></li>
</ul></td>
</tr>
<tr class="odd">
<td colspan="2">X</td>
<td>OSDBU</td>
<td></td>
<td><ul>
<li><p>Post subcontracting opportunities</p></li>
</ul></td>
</tr>
<tr class="even">
<td colspan="2">X</td>
<td>FACNET</td>
<td></td>
<td><ul>
<li><p>EDI Transaction</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>OSDBU</p></li>
<li><p>Contractor</p></li>
<li><p>Contract Administration</p></li>
<li><p>DCAA</p></li>
<li><p>Security</p></li>
</ul></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>5.6</td>
<td>Perform Post Award Debriefing</td>
<td>One-on-one discussion with non-selected Offerors of the aspects of
their proposal and top-level information of the winner only. Coordinate
with Legal and Program Office.</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 14.409-1(b), 15.506</td>
</tr>
<tr class="even">
<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), 14.408-8, 33.1</td>
</tr>
<tr class="odd">
<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="even">
<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="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>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="odd">
<td>6.1</td>
<td>Conduct Post-Award Orientation</td>
<td>Conduct post award conferences exchanging information to verify
baseline program performance and to create consistent expectations
between the contractor and government team. Activity may be worked in
conjunction with PO and Administrative Contracting Officer (ACO).</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 42.5</td>
</tr>
<tr class="even">
<td rowspan="6">6.3</td>
<td rowspan="6">Monitor &amp; Document Performance</td>
<td rowspan="6">Communication and documentation between Government and
Contractor regarding quality and timeliness. Accomplished by COTR under
authority of Contracting Officer (PCO or ACO).</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.
DD250).</td>
<td>PO</td>
<td colspan="2"></td>
<td>PPIRS</td>
<td>x</td>
<td><ul>
<li><p>Collect 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 or Services</td>
<td>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>6.4.1</td>
<td>Verify Funding</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 rowspan="2">6.4.2</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-NG</td>
<td>X</td>
<td><ul>
<li><p>Report management 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 management data on GWAC index as applicable</p></li>
</ul></td>
</tr>
<tr class="odd">
<td>6.4.3</td>
<td>Issue Novation Agreements</td>
<td>Administrative modification to the contract due to changing
contractor name, banking information, and addresses. ACO / PCO must
approve name change.</td>
<td>BO</td>
<td colspan="2"></td>
<td>BPN</td>
<td>X</td>
<td><ul>
<li><p>Notification of name change</p></li>
</ul></td>
<td>FAR 42.12</td>
</tr>
<tr class="even">
<td>6.5</td>
<td>Assignment of Claims</td>
<td>Re-designate remittance entity.</td>
<td>BO</td>
<td colspan="2"></td>
<td>BPN</td>
<td>X</td>
<td><ul>
<li><p>Change payee (EFT)</p></li>
</ul></td>
<td>FAR 32.8</td>
</tr>
<tr class="odd">
<td><strong>7.</strong></td>
<td><strong>Approve Payment</strong></td>
<td></td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<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="odd">
<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="even">
<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="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>8.</strong></td>
<td><strong>Pay Vendor</strong></td>
<td></td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<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="even">
<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="odd">
<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>CCR/BPN</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="even">
<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></td>
<td>FAR 32.9</td>
</tr>
<tr class="odd">
<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="even">
<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="odd">
<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="even">
<td>9.1</td>
<td>Certify All Work has Been Completed</td>
<td>Check that all requirements under contract have been satisfactorily
met and that there are no outstanding claims or judgments.</td>
<td>PO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 4.804-5(a)</td>
</tr>
<tr class="odd">
<td>9.2</td>
<td>Settle Any Claims</td>
<td>Negotiate outstanding claims and obtain release of claims.</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 4.804-5(a)(14)</td>
</tr>
<tr class="even">
<td rowspan="3">9.3</td>
<td rowspan="3">Issue Final Past Performance Evaluation</td>
<td rowspan="3">Produce final performance evaluation identifying quality
and timeliness throughout the history of the contract.</td>
<td rowspan="3">PO</td>
<td colspan="2">X</td>
<td>DOD CPARS</td>
<td>X</td>
<td><ul>
<li><p>Update performance data for close-out</p></li>
</ul></td>
<td rowspan="3">FAR 42.15</td>
</tr>
<tr class="odd">
<td colspan="2">x</td>
<td>NIH CPS</td>
<td>x</td>
<td><ul>
<li><p>Update performance data for close-out</p></li>
</ul></td>
</tr>
<tr class="even">
<td colspan="2">x</td>
<td>NASA PPDBS</td>
<td>x</td>
<td><ul>
<li><p>Update performance data for close-out</p></li>
</ul></td>
</tr>
<tr class="odd">
<td>9.4</td>
<td>Pay Final Invoice</td>
<td>See Pay vendor 8.1-8.42</td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td><p>FAR 4.804-5(b), 52.222-7,</p>
<p>52.52.222-41(k)</p></td>
</tr>
<tr class="even">
<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="odd">
<td colspan="2"></td>
<td></td>
<td>X</td>
<td><ul>
<li><p>Record Mgt per NARA</p></li>
</ul></td>
</tr>
</tbody>
</table>

<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: 3. Sole Source
(Open Market –Not Simplified)</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-1">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-1">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-1">SSA</h4></th>
<th colspan="5">Source Selection Authority- Determines Awardee</th>
</tr>
<tr class="odd">
<th>Offerors</th>
<th colspan="2">Quoters, Bidders, or Offerors</th>
<th colspan="2"><h4 id="pobo-1">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-1">Description</h4></th>
<th rowspan="2"><h4 id="role-1">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-1">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.</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>1.3</td>
<td>Acquisition Planning</td>
<td>Develop acquisition plan data.</td>
<td>PO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR: 1.102-3, 7.103, 7.105; 7.4, 14.201(a), 15.100, 15.101,
15.201(c) FAR 19.202</td>
</tr>
<tr class="odd">
<td>1.3.1</td>
<td>Acquisition Planning</td>
<td>Develop and coordinate acquisition planning (Forecast and
Acquisition Plan).</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR: 1.102-3, 7.103; 7.105; 7.4, 14.201(a), 15.100, 15.101,
15.201(c), 19.202</td>
</tr>
<tr class="even">
<td rowspan="2">1.3.2</td>
<td rowspan="2">Validate Goals</td>
<td rowspan="2">Validate and publish goals and agency forecast.
Generally done once a year.</td>
<td rowspan="2">OSDBU</td>
<td colspan="2">X</td>
<td>Acqnet</td>
<td></td>
<td><ul>
<li><p>Publish goals and forecast</p></li>
</ul></td>
<td rowspan="2"></td>
</tr>
<tr class="odd">
<td colspan="2"></td>
<td>FBO</td>
<td>X</td>
<td><ul>
<li><p>Publish goals and forecast</p></li>
</ul></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 Sole Source Justification.</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, 6.302</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>For supplies: internal first, warehouses, UNICOR, JWOD,
schedules, and open market.</p>
<p>For services: JWOD, UNICOR, schedules, and open market.</p>
<p>Use to validate sole source.</p></td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 8.001</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., 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 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="3">2.1.4.</td>
<td rowspan="3">Check Federal Supply Schedules/ Multiple Award Contracts
/ GWACs</td>
<td rowspan="3">Check Federal Supply Schedules/ Multiple Award Contracts
/ GWAC.</td>
<td rowspan="3">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="3"><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>FBO</td>
<td>X</td>
<td><ul>
<li><p>Check for potential combining of requirements</p></li>
</ul></td>
</tr>
<tr class="odd">
<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. Use to validate sole
source</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></td>
</tr>
<tr class="even">
<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="odd">
<td rowspan="2">2.2.1</td>
<td rowspan="2">Validate Market Survey Findings</td>
<td rowspan="2">Validate NAICS. Validate sole source.</td>
<td rowspan="2">OSDBU</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">FAR 6.102, 19.201, 19.303</td>
</tr>
<tr class="even">
<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="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"><p>FAR 15.201(f); 11.201; 5.102(b)(iii)</p>
<p>14.211(a)</p></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><strong>3.0</strong></td>
<td><strong>Issue RFP</strong></td>
<td>Issue pre-solicitation synopsis advertising that requirements need
to be filled.</td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td>3.1</td>
<td>Post Notice of Contract Action (Pre-solicitation Synopsis)</td>
<td>Post to Federal Single Point.</td>
<td>BO</td>
<td colspan="2">X</td>
<td>FBO</td>
<td>X</td>
<td><ul>
<li><p>Advertising Requirement</p></li>
</ul></td>
<td>FAR 5.201(a)</td>
</tr>
<tr class="odd">
<td rowspan="2">3.1.2</td>
<td rowspan="2">Process IVL</td>
<td rowspan="2">Enabling Interested Vendors List. (Optional).</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 14.205, 13.104, 13.102</td>
</tr>
<tr class="even">
<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="odd">
<td>3.2</td>
<td>Modify Synopsis</td>
<td>Modify Synopsis.</td>
<td>BO</td>
<td colspan="2">X</td>
<td>FBO</td>
<td></td>
<td><ul>
<li><p>Modify synopsis</p></li>
</ul></td>
<td>FAR 5.201(a)</td>
</tr>
<tr class="even">
<td>3.3</td>
<td>Pre-Solicitation Process</td>
<td>Pre-Solicitation Process.</td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td rowspan="2">3.3.2</td>
<td rowspan="2">Build Solicitation</td>
<td rowspan="2">Develops and coordinates review of streamlined
solicitation. This includes technical requirements provided and reviewed
by the PO and the Legal Office reviews for legal sufficiency.</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 15.002(b), 15.203(b), 12.303, 12.04</td>
</tr>
<tr class="even">
<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="odd">
<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="even">
<td>3.4.1</td>
<td>Pre-Solicitation Contact with Sole Source</td>
<td>Pre solicitation conferences, one-on-ones, draft solicitations, and
other reviews by Sole Source to obtain feedback.</td>
<td>BO</td>
<td colspan="2"></td>
<td>FBO</td>
<td>x</td>
<td><ul>
<li><p>Change pages to sole source</p></li>
</ul></td>
<td>FAR 12.102 (b), 15.201, 13.104, 14.207, 14.211</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), 13.106-1, 14.203,
15.205,</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></td>
<td></td>
<td></td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td><ul>
<li></li>
</ul></td>
<td></td>
</tr>
<tr class="even">
<td>3.4.4</td>
<td>Amend Solicitation</td>
<td>Amend solicitation.</td>
<td>BO</td>
<td colspan="2"><h3 id="x-1">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), 14.208, 15.206</td>
</tr>
<tr class="odd">
<td>3.4.5</td>
<td>Respond to Solicitation Protest</td>
<td>Can happen at any time before award based on notice of intent to
award a sole source contract. Protests can go to: GAO, Federal Court, or
Contracting Officer.</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 12.102 b, 15.507, 33.1</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>4.</strong></td>
<td><strong>Evaluate Responses</strong></td>
<td>Evaluate responses; activities based on RFP.</td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<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 15.207-208</td>
</tr>
<tr class="odd">
<td rowspan="3">4.3</td>
<td rowspan="3">Evaluate Business Proposal</td>
<td rowspan="3">Buying Office requests evaluators; transmit documents to
evaluators, evaluates price/costs, terms and conditions.</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 13.305(a)(1), 15.3, 15.303(a)(4), 15.305(a),
15.305(a)(3)</td>
</tr>
<tr class="even">
<td colspan="2"></td>
<td>BPN</td>
<td>X</td>
<td><ul>
<li><p>Validate vendor information</p></li>
</ul></td>
</tr>
<tr class="odd">
<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="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 13.305(a)(1), 15.3, 15.303(a)(4), 15.305(a), 15.305(a)(3)</td>
</tr>
<tr class="odd">
<td>4.4.1</td>
<td>Evaluate Past Performance</td>
<td>Review both past and current performance utilizing online tools and
telephone surveys of references.</td>
<td>BO</td>
<td colspan="2">x</td>
<td>PPIRS</td>
<td>x</td>
<td><ul>
<li><p>Check for past performance information</p></li>
</ul></td>
<td>FAR 15.305(a)(2)</td>
</tr>
<tr class="even">
<td>4.5</td>
<td>Request Clarifications</td>
<td>Clarifications plus exchanges.</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 15.306</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), 15.507, 33.1</td>
</tr>
<tr class="even">
<td rowspan="2">4.8</td>
<td rowspan="2">Fact-finding /Negotiations</td>
<td rowspan="2"><p>At request of the Contracting Officer.</p>
<p>Negotiate price and all other terms and conditions with the
contractor. Can include: requirements, resources, cost/price, schedule,
place of delivery / performance, technical approach.</p></td>
<td rowspan="2">BO</td>
<td colspan="2">X</td>
<td>DOL Wage Determination Web Site (Davis-Bacon)</td>
<td>X</td>
<td><ul>
<li><p>Extract wage determination from Dept of Labor and post in the
solicitation for construction contracts</p></li>
</ul></td>
<td rowspan="2">FAR 15.3</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>4.8.1</td>
<td>Receipt of Proposal Revisions</td>
<td>Receive proposal revisions including final offer as a result of
ongoing exchange with Offeror.</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td><p>FAR 15.306,</p>
<p>15.307</p></td>
</tr>
<tr class="odd">
<td>4.8.2</td>
<td>Evaluation of Proposal Revisions</td>
<td></td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 15.305</td>
</tr>
<tr class="even">
<td>4.8.2.1</td>
<td>Evaluate Revised Business Proposal</td>
<td>Transmit revised documents to evaluators; evaluate price/costs, and
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</td>
</tr>
<tr class="odd">
<td>4.8.2.2</td>
<td>Evaluate Revised Technical Proposal</td>
<td>Evaluate revised technical proposal.</td>
<td>PO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 13.305(a)(1), 15.3,</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 thru EEO
clearance (as applicable), DCAA &amp; DCMA. Prepare responsibility
determination.</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; 22.805(a)</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>5.2</td>
<td>Prepare Award</td>
<td>Assemble and prepare award documentation. Execute procurement
instrument.</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 14.408-1, 15.204, 15.504</td>
</tr>
<tr class="even">
<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="odd">
<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="even">
<td rowspan="4">5.4</td>
<td rowspan="4">Issue Award Notices</td>
<td rowspan="4"><p>Post required notices:</p>
<ul>
<li><p>Congress (as applicable),</p></li>
<li><p>Post award notice (FBO);</p></li>
<li><p>DOL (as applicable)</p></li>
</ul></td>
<td rowspan="4">BO</td>
<td colspan="2">X</td>
<td>FBO</td>
<td>X</td>
<td><ul>
<li><p>Post award notice</p></li>
</ul></td>
<td rowspan="4"><p>FAR 5.303, 12.102 (b), 13.106-3(c)</p>
<p>15.503,</p>
<p>DFARS 204.6; agency regs for reports to Congress</p></td>
</tr>
<tr class="odd">
<td colspan="2"></td>
<td>DOL</td>
<td>X</td>
<td><ul>
<li><p>Inform Award of service based contract performance</p></li>
</ul></td>
</tr>
<tr class="even">
<td colspan="2">X</td>
<td>Sub-net</td>
<td></td>
<td><ul>
<li><p>Post subcontracting opportunities</p></li>
</ul></td>
</tr>
<tr class="odd">
<td colspan="2">X</td>
<td>FACNET</td>
<td></td>
<td><ul>
<li><p>EDI Transaction</p></li>
</ul></td>
</tr>
<tr class="even">
<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>OSDBU</p></li>
<li><p>Contractor</p></li>
<li><p>Contract Administration</p></li>
<li><p>DCAA</p></li>
<li><p>Security</p></li>
</ul></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="odd">
<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="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>6.1</td>
<td>Conduct Post-Award Orientation</td>
<td>Conduct post award conferences exchanging information to verify
baseline program performance and to create consistent expectations
between the contractor and government team. Activity may be worked in
conjunction with PO and Administrative Contracting Officer (ACO).</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 42.5</td>
</tr>
<tr class="odd">
<td>6.2</td>
<td>Issue Notice to Proceed</td>
<td>Provide authority to proceed with contract performance.</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 36.213(e)</td>
</tr>
<tr class="even">
<td rowspan="6">6.3</td>
<td rowspan="6">Monitor &amp; Document Performance</td>
<td rowspan="6">Communication and documentation between Government and
Contractor regarding quality and timeliness. Accomplished by COTR under
authority of Contracting Officer (PCO or ACO).</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.
DD250).</td>
<td>PO</td>
<td colspan="2"></td>
<td>PPIRS</td>
<td>x</td>
<td><ul>
<li><p>Collect 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 or Services</td>
<td>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>6.4.1</td>
<td>Verify Funding</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 rowspan="2">6.4.2</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-NG</td>
<td>X</td>
<td><ul>
<li><p>Report management 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 management data on GWAC index as applicable</p></li>
</ul></td>
</tr>
<tr class="odd">
<td>6.4.3</td>
<td>Issue Novation Agreements</td>
<td>Administrative modification to the contract due to changing
contractor name, banking information, and addresses. ACO / PCO must
approve name change.</td>
<td>BO</td>
<td colspan="2"></td>
<td>BPN</td>
<td>X</td>
<td><ul>
<li><p>Notification of name change</p></li>
</ul></td>
<td>FAR 42.12</td>
</tr>
<tr class="even">
<td>6.5</td>
<td>Assignment of Claims</td>
<td>Re-designate remittance entity.</td>
<td>BO</td>
<td colspan="2">P</td>
<td>CCR/BPN</td>
<td>X</td>
<td><ul>
<li><p>Change payee (EFT)</p></li>
</ul></td>
<td>FAR 32.8</td>
</tr>
<tr class="odd">
<td><strong>7.</strong></td>
<td><strong>Approve Payment</strong></td>
<td></td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<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="odd">
<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="even">
<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="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>8.</strong></td>
<td><strong>Pay Vendor</strong></td>
<td></td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<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="even">
<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="odd">
<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>CCR/BPN</td>
<td>X</td>
<td><ul>
<li><p>Obtain EFT data</p></li>
</ul></td>
<td>FAR 32.11</td>
</tr>
<tr class="even">
<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></td>
<td>FAR 32.9</td>
</tr>
<tr class="odd">
<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="even">
<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="odd">
<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="even">
<td>9.1</td>
<td>Certify All Work has been Completed</td>
<td>Check that all requirements under contract have been satisfactorily
met and that there are no outstanding claims or judgments.</td>
<td>PO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 4.804-5(a)</td>
</tr>
<tr class="odd">
<td>9.2</td>
<td>Settle Any Claims</td>
<td>Negotiate outstanding claims and obtain release of claims.</td>
<td>BO</td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td>FAR 4.804-5(a)(14)</td>
</tr>
<tr class="even">
<td rowspan="3">9.3</td>
<td rowspan="3">Issue Final Past Performance Evaluation</td>
<td rowspan="3">Produce final performance evaluation identifying quality
and timeliness throughout the history of the contract.</td>
<td rowspan="3">PO</td>
<td colspan="2">X</td>
<td>DOD CPARS</td>
<td>X</td>
<td><ul>
<li><p>Update performance data for close-out</p></li>
</ul></td>
<td rowspan="3">FAR 42.15</td>
</tr>
<tr class="odd">
<td colspan="2">x</td>
<td>NIH CPS</td>
<td>x</td>
<td><ul>
<li><p>Update performance data for close-out</p></li>
</ul></td>
</tr>
<tr class="even">
<td colspan="2">x</td>
<td>NASA PPDBS</td>
<td>x</td>
<td><ul>
<li><p>Update performance data for close-out</p></li>
</ul></td>
</tr>
<tr class="odd">
<td>9.4</td>
<td>Pay Final Invoice</td>
<td>See Pay vendor 8.1-8.42</td>
<td></td>
<td colspan="2"></td>
<td></td>
<td></td>
<td></td>
<td><p>FAR 4.804-5(b), 52.222-7,</p>
<p>52.52.222-41(k)</p></td>
</tr>
<tr class="even">
<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="odd">
<td colspan="2"></td>
<td></td>
<td>X</td>
<td><ul>
<li><p>Record Mgt per NARA</p></li>
</ul></td>
</tr>
</tbody>
</table>