11_-_Document_Checklist.docx
DOCX document 35 KB Posted
- Attached to
- Equine Drug Testing State and local contract opportunity
- Solicitation number
- EV00000668
- Issued by
- Oklahoma
About this file
This document is a comprehensive contract checklist for state and local government contracts issued by the Oklahoma Management and Enterprise Services (OMES) Purchasing Division. The checklist provides a detailed framework for preparing and reviewing solicitation documents, covering 27 key elements that must be addressed when developing a government contract opportunity. The document offers guidance on critical aspects such as solicitation number, issue date, bid response due dates, administrative review timelines, and specific requirements for different types of contracts, including those involving information technology, sensitive data, and agency-specific terms.
The checklist emphasizes the importance of thorough documentation, including evaluation criteria, pricing structures, financial statements, business references, and potential value-added services. It provides a systematic approach to ensuring that all necessary components are included in the bid package, with specific instructions for handling alternate bids, contract terms, and agency-specific requirements. The document serves as a comprehensive template for standardizing the contract solicitation process, with provisions for customization based on the specific needs of the contracting agency and the nature of the goods or services being procured.
View the file
Other files for this state and local contract opportunity
| File | Type | Posted |
|---|---|---|
| 00_-_Bid_Instructions.pdf | ||
| 07_-_EXHIBIT_B_-_List_of_Thresholds.pdf | ||
| 05_-_Exhibit_2-Price.pdf | ||
| 10_-_CP_076_Responding_Bidder_Infor_Form.pdf | ||
| 01_-_Attachment_A-_Scope_of_Work_Non_Negotiable.pdf | ||
| 08_-_EXHIBIT_C_-_Uniform_Classification_Guidelines.pdf | ||
| 09_-_CP_004_Cert_for_Competitive_Bid_Form.pdf | ||
| 02_-_Attachment_B__Full__Terms.docx | DOCX document | |
| 03_-_Attachment_C-Agency_Terms.pdf | ||
| 04_-_Exhibit1-Executive_Summary_Worksheet.xlsx | XLSX spreadsheet | |
| 06_-_EXHIBIT_A_Live_Race_Dates.pdf |
Show all 11
On GovTribe
Work with this file on GovTribe
- Download the original file
- Contacts named in this file
- Similar government files
- Ask GovTribe AI about this file
Text version
Contract Checklist Agency Contracts Issued by OMES Purchasing Division
Information needed Document Completed
| 1 |
| Solicitation number |
Bidder Instructions Cover Page, at the top and also at the bottom left re: submitting to the attention of
If IT, wiki link:
Bidder Instructions, Subsection 3.2.B.i
Bidder Instructions Template for Bid Packet Section Four:
Requested Exceptions to Terms
Attachment A Solicitation
| 2 |
| Solicitation Issue Date |
| Bidder Instructions Cover Page |
| 3 |
| Question due date |
| Bidder Instructions Cover Page |
| 4 |
| Administrative Review due date |
Bidder Instructions Cover Page
| 5 |
| Bid Response Due Date |
Bidder Instructions Cover Page
| 6 |
| Contracting Officer information |
| Bidder Instructions Cover Page |
| 7 |
| Solicitation type: |
· Agency
· Request for proposal, etc.
Bidder Instructions Cover Page
| 8 |
| Agency name |
Bidder Instructions Cover Page
Attachment A
| 9 |
| Agency number |
Bidder Instructions Cover Page
| 10 |
| Information Technology terms applicable? |
| Bidder Instructions Cover Page |
If yes, include Attachment D State of Oklahoma Information Technology Terms
If no, delete the brackets in Bidder Instructions Subsection 3.1.B.i.
| 11 |
| Sensitive data terms will be included? |
Examples:
· HIPAA
· FERPA
· IRS 1075
· CJIS
· PII
Bidder Instructions Cover Page
| 12 |
| Evaluation criteria |
Examples:
· Best value – OR -- lowest and best
· Delivery lead time
· Minimum order specified
· Technical requirements
· Testing and implementation
· Data migration
· Bidder viability
· Cost
Bidder Instructions, Subsection 8.1
| 13 |
| Specific instructions regarding how the Bid should reflect compliance with specifications or other requirements |
See various examples in the Bidder Instructions (and there could be others)
Bidder Instructions, Subsection 8.1
| 14 |
| Specific IT items required to be included in the Bid? |
Examples (could be others):
· VPAT
· Security Certification and Accreditation Assessment
· Service level agreements
· Proposed Statement of Work
· Data migration
Bidder Instructions, Subsection 8.1
If IT items are required, the subsection should be worded:
As referenced in subsection 8.2.H, [insert required items] are required to be included in the Bid.
| 15 |
| Instructions regarding price structure |
Bidder Instructions, Subsection 8.1
| 16 |
| Are value-added products and/or services to be included in the Bid? |
| Bidder Instructions, Subsection 8.1 |
| 17 |
| Are Financial statements required? |
· Number?
· Audited?
Example in Bidder Instructions is only an example – could be different
Bidder Instructions, Subsection 8.1
| 18 |
| Are business references required? |
Example in Bidder Instructions is only an example – could be less or more
Bidder Instructions, Subsection 8.1
| 19 |
| Is additional company information required? |
Bidder Instructions, Subsection 8.1
| 20 |
| Is third party vendor information required? |
Bidder Instructions, Subsection 8.1
REVIEW ALL OF BIDDER INSTRUCTIONS SUBSECTION 8.1 TO ENSURE THERE ARE NO EXTRA INSTRUCTIONS LEFT OVER THAT DO NOT APPLY IN THE PARTICULAR INSTANCE.
· DELETE ANY OF SUBSECTION 8.1 IN THE TEMPLATE THAT IS NOT APPLICABLE.
· CHANGE THE TYPE COLOR TO BLACK FOR ALL SECTIONS THAT DO APPLY.
· THE ISSUED BIDDER INSTRUCTIONS SHOULD CONTAIN NO LANGUAGE IN RED.
Bidder Instructions, Subsection 8.1
| 21 |
| Alternate Bids accepted or prohibited? |
If prohibited, replace Subsection 10.3 with the following:
Alternate Bids shall not be accepted.
Bidder Instructions, Subsection 10.3
| 22 |
| Purpose statement |
See example in Attachment A
Attachment A
| 23 |
| Initial contract term |
See various examples in Attachment A
Attachment A
| 24 |
| Number of renewal options and term of each renewal |
See various examples in Attachment A
Attachment A
| 25 |
| Are there contract obligations or terms that are not included in Attachment C, agency terms? |
See various examples in Attachment A
Attachment A
| 26 |
| General Terms |
NOTE:
If the agency terms contain language intended to replace a similar term in the General Terms, revise the General Terms:
replace the language in the General Terms section with the words “Intentionally Omitted”
A subject should be addressed in one document. Ask the agency to clarify that the intent is to replace the General Terms language.
Avoid “this is in addition to” wording in agency terms that points back to General Terms. Instead, include all the language needed in the agency terms.
Attachment B State of Oklahoma General Terms
| 27 |
| Agency-specific terms, de-duplicated from the General Terms |
| Attachment C |
Title examples:
· Oklahoma Department of Corrections Terms
· Oklahoma Department of Human Services Terms
1 | Page 09/01/2020
File details come from the government source that posted it. Updated .