What is a work summary?

The work summary is a brief summary of the work necessary to fulfill the requirement. The COR prepares this for the CO, who uses it as the government wide point of entry (GPE) synopsis to publicize the requirement.

How and when does the COR write a justification for other than full and open competition?

A justification for other than full and open competition (JOFOC) must be prepared if the government cannot allow or obtain full or open competition for an acquisition. The JOFOC should explain in detail why it is impossible or impracticable to obtain full and open competition for the acquisition. The JOFOC is required for all noncompetitive contract actions, including modifications for work outside the scope of the contract.

What are the exceptions to full and open competition?

Seven statutory exceptions permit contracting without providing for full and open competition. (See Chapter 3, Question 62, for details.) The COR will need to review these exceptions, determine their applicability to the requirement, and then develop the JOFOC for CO review and approval.

What presolicitation documents may require approval by program office officials or the CO?

These documents include:

Funding/requisition document. This document provides the funds citation, i.e., the accounting and appropriation data applicable to the funds the program office intends to use for the acquisition and the certification of funding availability. The funds citation is required for all new contracts, delivery/task orders, and any modifications that add money to the contract.

COR nomination form. An individual one level above the prospective COR (for example, the COR's technical supervisor, the project officer, or the program manager, depending on the COR's position or rank) prepares this memorandum, which indicates the COR's training and experience. This form is required for new contracts. If the COR will not be formally named until after the contract is awarded, it is not necessary to submit the nomination form prior to that time.

Contract security classification specification. This document is used to convey the security classification requirements to the contractor. It identifies the classified areas in the contract and the specific items of information requiring classified protection.

Shipping instructions. The office requesting the product will indicate to the CO whether special shipping instructions are required.

Special provisions and instructions. Documentation may be provided for new contract actions or modifications. Examples include:

- Proposed payment provisions other than the usual fixed-price or cost-reimbursement arrangements

- Suggested contract clauses that are not described in the FAR (e.g., a listing of key personnel or personal financial disclosure statements relating to conflict of interest documentation, if applicable)

- Any other information that should be provided to the CO.

What is a suggested sources list?

Sources are firms that are capable of providing a product or service that meets the government's requirements. The COR compiles a list of suggested sources from the following resources:

Recommendations from technical experts

Past contracts for similar products and services

Sources' responses to the government's requirements as listed on the GPE

Government agencies' Office of Small and Disadvantaged Business Utilization

Market research.

The Technical Evaluation Plan

What is a technical evaluation plan, and what does it include?

A technical evaluation plan is required for all new contracts that will be competitively negotiated. The plan is used to determine which proposal will receive the award on a technical basis and includes:

A listing of people who will compose the technical evaluation panel (TEP). The COR will assemble a list of individuals who have been determined to be technically competent. This list will be approved by the CO, and in most instances, the panel will be chaired by the COR. The list of TEP members should be included with the work package.

The criteria to be used for evaluating a contractor. Evaluation factors and methods must be reliable (that is, technically competent individuals would evaluate the same proposal consistently using the evaluation factors independently from one another) and valid (the factors are in fact predictive of the contractor's ability to satisfy the government's actual needs). Members of the TEP will be given a list of these criteria.

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