PCFI_Master_Folder_Reference_List_13_Sep_17.docx

IAS Master Folder List

Master Folder Reference List for Electronic Acquisition File Index

· I. Pre-Award

· A. Solicitation Documents

· 01. Requirements Package

1. Acquisition Milestone Sheet

2. Acquisition Plan (AP)

3. Acquisition Strategy Document and Briefing Slides

4. Antiterrorism / Operations Security (AT/OPSEC) Cover Sheet

5. Assessment of Risk for Information Technology (IT) Purchase

6. Capability Request (CAPR) IT Purchase

7. CHESS Statement of Non-Availability (SoNA)

8. Competition Advocate's Shopping List Record (CASL)

9. Contract Data Requirements List (CDRL/DD Form 1423)

10. Contract Requirements Package (CRP) Checklist

11. Contract Security Classification Specification (DD Form 254)

12. Document Summary List

13. Drawings / Technical Data / Technical Data Package (TDP)

14. End User Certificate (EUC)

15. Executive Summary

16. Funding Documentation

17. Goal 1 Waiver Documentation

18. Independent Government Estimate (IGE)

19. Letter of Approval (LA)

20. Letter of Contemplation

21. Letter of Offer and Acceptance (LOA)

22. Letter of Request

23. Market Research Documentation

24. Military Specifications and Standards

25. Miscellaneous Correspondence / Documents / Memoranda - Requirement Package

26. Other Foreign Military Sale (FMS) Related Documentation

27. Ozone Depletion Substance Certification / Screening

28. Performance Requirements Summary (PRS)

29. Performance Specification (PS)

30. Performance Work Statement (PWS)

31. Purchase Description (PD)

32. Quality Assurance Surveillance Plan (QASP)

33. Reimbursement of Contingency Fees

34. Request for Civilian Hire or Services Contract Approval (SCA/SCAR)

35. Statement of Non-Availability of Construction Materials (FMS)

36. Statement of Objectives (SOO)

37. Statement of Research Objective

38. Statement of Work (SOW)

· 02. Pre-Solicitation Notices

1. Combined Synopsis and Solicitation

2. Pre-Solicitation Notices / Synopsis (and Amendments) / Exemption / Responses

3. Special Notice

4. Theater Business Clearance (TBC) Documentation

· 03. Reviews / Approvals / Justifications - Solicitation

1. Ability One Identification Letter Approval

2. Approval for Single Award Task / Delivery Order (TO/DO) Contract

3. Acquisition Strategy Checklist (Services)

4. Biddability, Constructability, Operability and Environmental Review (BCOE)

5. Certification and Approval to use a Non-DoD Contract

6. CFLCC (Coalition) Acquisition Review Board (CARB) (Kuwait)

7. Contracting Officer Certification

8. Indemnification Documentation

9. Joint Acquisition Review Board (JARB) (IRAQ)

10. Justification and Approval (J&A) for Other Than Full and Open Competition

11. Justification for Performance Based Payments

12. Justification for an Exception to Fair Opportunity

13. Legal Review(s) ? Solicitation

14. Limited Source Justification

15. OCONUS Performance Checklist

16. PARC Approval of Options that Extend Contract Beyond the Five-Year Regulatory Limit

17. Peer Review / Solicitation Review Board (SRB) Documentation

18. Request for Approval: Proposed Assisted / Directed Acquisition Certification

19. Review and Approval of Local Provisions / Clauses

20. Small Business Coordination Record (DD Form 2579)

21. Sole Source Justification

22. Solicitation Review(s)

23. Technical Expert Status (TESA) Documentation

24. Topic Review Board

· 04. Determinations / Determinations and Findings (D and F)

1. 806 Determination

2. Business Systems Verification Determination

3. D and F: Authority to Use Contractors in Source Selection

4. D and F: Bona Fide Change

5. D and F: Bundled or Consolidated Requirements

6. D and F: Buy American Act

7. D and F: Commerciality

8. D and F: Contracting Officer Determination of Federal Prison Industries / UNICOR Comparability / Non-Comparability

9. D and F: Equipment Lease vs. Purchase

10. D and F: Exemption to Use of a Small Business Coordination Record (DD Form 2579)

11. D and F: Full and Open Competition after Exclusion of Sources

12. D and F: Inclusion and Evaluation of an Option

13. D and F: Letter Contract / Undefinitized Contract Action (UCA)

14. D and F: Liquidated Damages

15. D and F: Multiple Award Contracting

16. D and F: Multi-Year Contract

17. D and F: Non-Evaluation of an Option

18. D and F: Professional Services

19. D and F: Retention of High Value Property

20. D and F: Time-and-Materials

21. D and F: Type of Contract

22. D and F: Unique Identification Exception

23. D and F: Use of Interagency Acquisition

24. Davis Bacon Wage Determination

25. Determination by Head of Agency Approval to Exceed Ten-Year Contract Limit on IDIQ Contracts

26. Determination for Standard / Commercial / Noncommercial Warranty

27. Determination for Use of RFP

28. Determination for Use of Technology Investment Agreements (TIA)

29. Determination of Contractor Personnel Experience

30. Determination of Contractor Responsibility / Non-Responsibility / Pre-Award Survey (Proposal Receipt / Prior to Award)

31. Determination of Fair and Reasonable Price (MFR)

32. Determination of Personal / Non-Personal Services

33. Determination of Transportation Rates

34. Determination to Use Mobilization / Demobilization Clause

35. Other Determination / Determination and Finding Documentation

36. Service Contract Act Wage Determination

37. Severability Determination

38. Within Scope Determination

· 05. Government Furnished Property (GFP) - Pre-Award

1. Approval to Provide Government Furnished Property / Facilities and/or Contractor Acquired Property

2. GFE: Property Validation

3. GFP: Pre-Award Documents Not Otherwise Classified

4. GFP: Request for Availability Information/Reservation

5. GFP: Requisition Request

6. Government Furnished Property (GFP) Listing

· 06. Waivers

1. HCA Waiver of Submission of Cost / Price Data

2. Information Technology System Management (AR 25-1/NSS) Waiver

3. Past Performance Evaluation Waiver

4. Performance Based Services Waiver

5. Quality Assurance Surveillance Plan (QASP) Waiver / Exemption

6. Solicitation Review Board Waiver / Approval

7. Tailoring of Provisions / Clauses / Conditions Inconsistent with Commercial Practices Waiver

8. Waiver of Independent Government Estimate (IGE)

9. Waiver of Synopsis

10. Wide Area Workflow (WAWF) Waiver

· 07. Pre-Award Documents

1. Administrative Contracting Officer (ACO) Appointment / Revocation

2. Authority to Advertise

3. Award Fee / Term Documentation

4. Broad Agency Announcement

5. Contemplation Letter

6. Contract Facilities Capital Cost of Money (DD Form 1861)

7. COR: Information Summary

8. COR: Nomination / Appointment Letter(s)

9. COR: Training Certificate

10. Early Release Memo

11. Financial Capability

12. Joint Facilities Utilization Board (JFUB) (CENTCOM)

13. LOGCAP Working Group (LWG) (Afghanistan)

14. Miscellaneous Correspondence / Documents / Memoranda - Pre-Award

15. Miscellaneous Forms

16. Notice of Subcontracting Opportunities

17. Pre-Award Clearance Information

18. Pre-Award Notice of Unsuccessful Small Business (SB) Offerors

19. Preliminary Subcontracting Plan

20. Pre-Solicitation / Pre-Proposal Conference / Site-Visit Documentation / Attendance List / Minutes

21. Record of Weighted Guidelines Application (DD Form 1547)

22. Resume (Form AMSAS - 715-1)

23. Solicitation

24. Solicitation Amendment(s)

25. Solicitation Distribution Checklist

26. Source List / Solicitation Mailing List

27. SuperCARB (CENTCOM)

28. Technical Data Package (TDP) Request(s) Documentation

· B. Bid / Proposal Review

· 01. Administrative Documentation

1. 8(a) Concern Award Notice - Offer / Acceptance Letter(s)

2. Abstract of Offers (SF1409) / Summary of Bids

3. Agreement Analysis

4. Certificate of Competency / Denial from SBA

5. Certificate of Current Cost or Pricing Data

6. Cost / Pricing Audit Reports

7. EEO Compliance / Clearance / Correspondence

8. Late Submissions of Bids / Offers

9. Litigations (Claims / Disputes / Protests) - Pre-Award

10. Mistakes in Quote(s) / Bid(s) / Proposal(s) / Submittal(s) and Disposition

11. No Bid / Offer Replies

12. Non-Responsive Offerors

13. Offeror: Quote(s) / Bid(s) / Proposal(s) / Submittal(s)

14. Offeror Initial: Quote(s) / Bid(s) / Proposal(s) / Submittal(s)

15. Offeror Revised: Quote(s) / Bid(s) / Proposal(s) / Submittal(s)

16. Offeror Successful: Quote(s) / Bid(s) / Proposal(s) / Submittal(s)

17. Pilot Program for the Acquisition of Military Purpose Non-Developmental Items

18. Pre-Award Survey Documentation

19. Pre-Negotiation Conference / Briefing Minutes

20. Pre-Negotiation Objectives Memorandum (POM)

21. Price / Post Negotiation Memorandum (PNM) - Business Clearance Memorandum (BCM)

22. System for Award Management (SAM) Documentation (CCR/ORCA/EPLS)

23. Unsolicited Proposal Documentation

· 02. Source Selection

1. Architect-Engineer Qualification (SF 330) / Selection / Review Documentation

2. Competitive Range Determination

3. Contractor Non-Disclosure Agreements

4. Debriefing Documentation - Pre-Award

5. Discussion Documentation / Evaluation Notices (ENs) / Findings

6. Exchanges with Offerors: Clarifications and Communications

7. Informal Source Selection Criteria

8. Lowest Price Technically Acceptable (LPTA) Selection Criteria

9. Miscellaneous Source Selection Documentation

10. PEO Briefings of Source Selection

11. Pre-Post Selection Board Report and Documentation

12. Source Selection Advisory Council Documentation and Evaluations

13. Source Selection Appointment Letters (SSAC/SSEB)

14. Source Selection Decision Document

15. Source Selection Discussion Questions and Contractor Responses

16. Source Selection Evaluation Board Training Documents

17. Source Selection Evaluation Notes

18. Source Selection Evaluation Report(s) and Briefing(s) of Evaluations

19. Source Selection Participation Agreements (Conflict of Interest, Standards of Conduct, and Nondisclosure Agreements)

20. Source Selection Plan (SSP)

21. Source Selection Team and PCO Evaluation Results & Recommendation

· 03. Evaluations

1. Cost / Price Factor Evaluation

2. Other Non-Cost / Non-Price Factor Evaluation

3. Past Performance Evaluation

4. Small Business Participation Plan Evaluation

5. Technical Evaluation

· C. Contract Review and Award

· 01. Reviews / Approvals / Justifications - Contract

1. Congressional Notification of Award

2. Contract Distribution Checklist / Transmittal Notices

3. Legal Review(s) - Contract

4. Make or Buy Program (Program and Evaluation)

5. Notice of Award

6. Notice to Proceed / Contract Receipt

7. Peer Review / Contract Review Board (CRB) Documentation

8. Requirement / Buyer's Checklist

9. Review(s) of Subcontracting Plan

10. Synopsis of Award / Exemption from Synopsizing

11. Unsuccessful Offeror(s') Notification II. Award

· D. Contract (Order / Agreement / Grant / Announcement)

· 01. Contractual Documentation

1. Agreement

2. Contract / Letter Contract

3. Contract Action Report (CAR)

4. Delivery / Task Order

5. Grant

6. Modification

7. Modification Log

· E. Post-Award Documents

· 01. Post-Award Documentation

1. Abstract(s)

2. CICA Override Documentation / Approval to Award a Contract Notwithstanding a Protest

3. Contracting Officer Award Review Certification

4. Contractor Claim / Certifications

5. D and F: Exercise of an Option

6. Debriefing Documentation - Post-Award

7. Legal Review(s) - Post-Award

8. Litigations (Claims / Disputes / Protests) - Post-Award

9. Miscellaneous Correspondence / Documents / Memoranda - Post-Award

10. Mistakes Disclosed After Award

11. Notice to Contractor of Intent to Exercise Option

12. Notification to DPAPSS of Protest Greater Than $1B for Services or Major Defense Acquisitions Programs

13. Novation / Change-of-Name Agreements

14. Post-Award Conference Minutes

15. Post-Award Conference Report (DD Form 1484)

16. Termination Notice / Documentation

· F. Services Contract Administration

· 01. Services Contract Administration Documentation

1. Contract Administrator's Review Documentation

2. COR: Correspondence

3. COR: Annual Inspection Checklist

4. COR: Monthly Reports

5. COR: Revocation / Termination

6. COR: Surveillance Documentation

7. COR: Trip Report

8. Delivery Schedule Documentation

9. Discrepancy Reports / Delinquency Documentation

10. Miscellaneous Correspondence / Documents / Memoranda - Services

11. Peer Review Documentation - Post-Award

· FF. Construction Contract Administration

· 01. Construction Contract Administration Documentation

1. Apprentice Certificates

2. Architect-Engineer Contract Administration Support System (ACASS)

3. Centralized Contracting Acquisition System (CCAS)

4. Completed / Superseded Progress Schedule(s)

5. Construction Contractor Appraisal Support System (CCASS)

6. Construction Photographs

7. Construction Reports

8. Contract Progress Reports

9. Contract Progress Schedule

10. Contractor Quality Control Documentation

11. Contractor's Safety Program / Minutes of Preconstruction Safety Conference

12. Correspondence Logs

13. Daily Reports

14. Declining Balance Sheet

15. Delinquent Performance Notifications

16. Evaluation of Construction Contracts (SF 1420)

17. Government Progress Reports

18. Incoming Correspondence / Documents / Memoranda

19. Inspection Reports

20. Inspector Historical Log

21. Insurance Certificates

22. Labor Standards Interviews (SF 1445)

23. List of Subcontractors

24. Miscellaneous Correspondence / Documents / Memoranda - Construction

25. Notice of Final Inspection

26. Outgoing Correspondence / Documents / Memoranda

27. Payment and Performance Bonds / Checklist

28. Performance Evaluation (DD Form 2626)

29. Preconstruction Documents

30. Progress Payment Package

31. Request for Additional Classification and Rate (SF 1444)

32. Site Superintendent / Safety / Quality Control Appointment Letters

33. Statement and Acknowledgment (SF 1413)

34. Surety Information

35. Weekly Payroll Affidavits

36. Weekly Payrolls

· G. General Contract Administration

· 01. General Contract Administration Documentation

1. Acceptance and Inspection Equipment (AIE) Approval

2. Acceptance Documentation

3. ACO Correspondence

4. Administrative Contracting Officer (ACO) Delegation

5. Agencies / Persons Authorized to Place Calls

6. Analysis and Determination of Appropriateness-Contract Financing

7. Analysis and Determination-Overtime Approval

8. CDRL Documentation - Post Award

9. Configuration Management Documentation

10. Congressional Inquiries

11. Contract Administration Summary Sheet

12. Contract Progress Meetings

13. Contracting Officer Complete and Accurate Cabinet Certification

14. Contractor Manpower Reporting (CMR)

15. Contractor Performance Assessment Reporting System (CPARS)

16. COR: Supply Contract Documentation

17. Cure Notices

18. Deficiency Reports

19. Earned Value Management (EVM) System

20. EDA Contract Deficiency Reports

21. Engineering Change Proposals (ECP)

22. Environmental Plan

23. First Article Rejection

24. First Article Test Approval

25. First Article Test Plan / Procedures

26. First Article Test Report

27. Government Trip Reports / Memorandum of Observations

28. Liquidated Damages Data

29. Lot Acceptance Test (LAT) Approval

30. Maintenance Plan

31. Miscellaneous Correspondence / Documents / Memoranda - General

32. Patent Rights (DD Form 882)

33. Personnel Passes / Access Lists / Violations

34. Phosphate Procedures Approval

35. Post-Award Funding Issues

36. Pre-Final Payment / Final Acceptance

37. Pre-Performance Conference & Pre-final Payment Checklist

38. Production Progress Reports (DD Form 315)

39. Provisioning Documentation

40. Public Release of Information Approval

41. Recurring Reports (DD Form 250) / Invoices / Payment Vouchers / Expenditure Logs

42. Request for Deviation

43. Request for Use of Government Property / Facility

44. Request for Waivers

45. Royalty Reports

46. Show Cause Notices

47. Site Visit Documentation

48. Synchronized Pre-Deployment and Operational Tracker (SPOT)

49. Technical Data Rejections (ECP / NOR / RFD)

50. Value Engineering Change Proposals (VECP)

51. Vehicle Passes / Insurance Documents

52. Waiver of First Article

· 02. Government Furnished Property (GFP) - Post-Award

1. Contractor's Property Management System Plan

2. Contractor's Scrap Plan

3. Inventory Documentation

4. Loss, Theft, Damage or Destruction (LTDD) Files

5. Property Administrator / Plant Clearance Officer Appointment Letter

6. Property Control Surveillance Audit (PCSA)

7. Property Control System Plan

8. Property Documents Not Elsewhere Classified

9. Property Management Plan / Approval

10. Property Management Systems Analysis Results

11. Property Management Systems Analysis Risk Analysis

12. Transfer Documentation

· 03. Contract Closeout Documentation

1. Contract Closeout Checklist (DD Form 1597)

2. Contract Completion Statement (DD Form 1594/PK9)

3. Contractor Closeout Documentation

4. Final Material Inspection and Receiving Reports (DD Form 250)

5. Final Patent / Royalty Reports Cleared

6. Non-Classified Material Disposition

7. Other Closeout Documentation

8. Final Performance Assessment Report Documentation

9. Plant Clearance Documentation

10. Release of Claims

11. Transfer and Acceptance of Real Property

· 04. Financial Documentation

· ACO Notebook Remarks Inquiry

· Administrative Data

· Closed Contract Inquiry / Reply to Contract Request

· Contract Completion Notice (CCN) Data

· Remarks Data

· Unliquidated Obligation Information

· H. Drawings / Specifications / Submittals

· 01. Drawings / Specifications / Submittals Documentation

1. Drawings

2. Materials Submittals

3. Miscellaneous Correspondence / Documents / Memoranda - Drawings / Specifications / Submittals

4. Specifications