8.405-2 Ordering procedures for services

requiring a statement of work.

(a) General. Ordering activities shall use the procedures in this subsection when ordering services

priced at hourly rates as established by the schedule contracts. The applicable services will be

identified in the Federal Supply Schedule publications and the contractor’s pricelists. For

establishing BPAs and for orders under BPAs see 8.405-3.

(b) Statements of Work (SOWs). All Statements of Work shall include a description of work to be

performed; location of work; period of performance; deliverable schedule; applicable performance

standards; and any special requirements (e.g., security clearances, travel, special knowledge). To

the maximum extent practicable, agency requirements shall be performance-based statements (see

subpart 37.6).

(c) Request for Quotation procedures. The ordering activity must provide the Request for Quotation

(RFQ), which includes the statement of work and evaluation criteria (e.g., experience and past

performance), to schedule contractors that offer services that will meet the agency’s needs. The RFQ

may be posted to GSA’s electronic RFQ system, e-Buy (see 8.402(d)).

(1) Orders at, or below, the micro-purchase threshold. Ordering activities may place orders at, or

below, the micro-purchase threshold with any Federal Supply Schedule contractor that can meet the

agency’s needs. The ordering activity should attempt to distribute orders among contractors.

(2) For orders exceeding the micro-purchase threshold, but not exceeding the simplified acquisition

threshold.

(i) The ordering activity shall develop a statement of work, in accordance with 8.405-2(b).

(ii) The ordering activity shall provide the RFQ (including the statement of work and evaluation

criteria) to at least three schedule contractors that offer services that will meet the agency’s needs

or document the circumstances for restricting consideration to fewer than three schedule

contractors based on one of the reasons at 8.405-6 (a).

(iii) The ordering activity shall specify the type of order (i.e., firm-fixed-price, labor-hour) for the

services identified in the statement of work. The contracting officer should establish firm-fixedprices, as appropriate.

(3) For proposed orders exceeding the simplified acquisition threshold. In addition to meeting the

requirements of 8.405-2(c)(2)(i) and (iii), the following procedures apply:

(i) Each order shall be placed on a competitive basis in accordance with (c)(3)(ii) and (iii) of this

section, unless this requirement is waived on the basis of a justification that is prepared and

approved in accordance with 8.405-6 .

(ii) The ordering activity contracting officer shall provide an RFQ that includes a statement of work

and the evaluation criteria.

(iii) The ordering activity contracting officer shall-
(A) Post the RFQ on e-Buy to afford all schedule contractors offering the required services under the

appropriate multiple-award schedule(s) an opportunity to submit a quote; or

(B) Provide the RFQ to as many schedule contractors as practicable, consistent with market

research appropriate to the circumstances, to reasonably ensure that quotes will be received from at

least three contractors that can fulfill the requirements. When fewer than three quotes are received

from schedule contractors that can fulfill the requirements, the contracting officer shall prepare a

written determination to explain that no additional contractors capable of fulfilling the requirements

could be identified despite reasonable efforts to do so. The determination must clearly explain

efforts made to obtain quotes from at least three schedule contractors.

(C) Ensure all quotes received are fairly considered and award is made in accordance with the

evaluation criteria in the RFQ.

(4) The ordering activity shall provide the RFQ (including the statement of work and the evaluation

criteria) to any schedule contractor who requests a copy of it.

(d) Evaluation. The ordering activity shall evaluate all responses received using the evaluation

criteria provided to the schedule contractors. The ordering activity is responsible for considering the

level of effort and the mix of labor proposed to perform a specific task being ordered, and for

determining that the total price is reasonable. Place the order with the schedule contractor that

represents the best value (see 8.404(d) and 8.405-4). After award, ordering activities should provide

timely notification to unsuccessful offerors. If an unsuccessful offeror requests information on an

award that was based on factors other than price alone, a brief explanation of the basis for the

award decision shall be provided.

(e) Use of time-and-materials and labor-hour orders for services. When placing a time-and-materials

or labor-hour order for services, see 8.404(h).

(f) Minimum documentation. The ordering activity shall document-

(1) The schedule contracts considered, noting the contractor from which the service was purchased;

(2) A description of the service purchased;

(3) The amount paid;

(4) The evaluation methodology used in selecting the contractor to receive the order;

(5) The rationale for any tradeoffs in making the selection;

(6) The price reasonableness determination required by paragraph (d) of this subsection;

(7) The rationale for using other than-

(i) A firm-fixed price order; or

(ii) A performance-based order; and

(8) When an order exceeds the simplified acquisition threshold, evidence of compliance with the

ordering procedures at 8.405-2(c).

Parent topic: 8.405 Ordering procedures for Federal Supply Schedules.