Control_Panel___OSDI_request_memo___3.9.26.pdf

OSDI MEMO REQUEST FORM

Requestor Name/Title & Department Name

Requisition, Purchase Order, or Contract Number

Contract Title Request Date

Address Memo To:

Requestor Chief Procurement Officer Commissioners

Request for Participation Memo – New/Planned Solicitation

1. Draft requisition (Must include the estimated dollar value) PDF or JPEG/GIF File

2. Select Contracting Category.

A&E

Goods & Services

3. Select Solicitation Type.

IFB Multi-Step IFB

Construction

Professional Svcs.

RFP

4. NAICS codes for solicitation (Visit: https://www.census.gov/naics/ for more information):

5. Contract Term and Options (i.e., 3-Yr Base Term w/ Two 1-yr Options):

6.

7. Attachments:

a. Scope of Work (Must include vendor’s qualifications) b.

c.

Excel Worksheet for Goal Setting (Visit: OSDI Intranet Page/Forms) Previous Contract History – incumbent purchase order # for prior MBE/SLBE participation, contract value and amount spent.

d. Participation Questionnaire (First-time project only; visit OSDI Intranet Page/Forms)

8. If requesting no MBE/SLBE participation, provide all of the above with:

a. Justification of Non-Participation to include market research, analysis and availability.

Number of anticipated awardees (firms)

Number of anticipated task orders (if an IDIQ or BOA)

Send Memo Requests to: SupplierDiversity@wsscwater.com If the submitted package is incomplete, the memo will be delayed.

If the submitted package is incomplete, the memo will be delayed.

Requestor Name/Title & Department Name

Requisition, Purchase Order, or Contract Number

Contract Title Request Date

Address Memo To:

Requestor Chief Procurement Officer Commissioners

Request for Subplan Modification Memo

1. Contract and Purchase Order number

2. Justification letter from Prime vendor (on company letterhead), with supporting documentation. Additional information from WSSC Water PM/CM/ACM may be required

3. Revised Subcontracting & Supplier Certification Form(s)

4. MBE/SLBE Unavailability Form or Statement of Agreement from Subcontractor (if applicable)

Request for Change Order or Contract Amendment Memo

1. Change Order/Amendment Form with justification

2. Scope of work related to Change Order or Amendment

3. Change Order/Amendment history

4. Revised Subcontracting & Supplier Certification Form (if applicable)

5. Waiver request from Vendor/Supplier and supporting documents (if applicable)

6. MBE/SLBE Unavailability Form (if applicable)

a. Include Good Faith Cause, in accordance with the GFE Guide

b. Justification from WSSC Water’s Contract/Project Manager (when applicable)

Request for Full or Partial Waiver Memo

1. Waiver request from Prime vendor (on company letterhead). Additional information from the PM/CM/ACM may be required.

2. Good Faith Effort documentation, in accordance with the GFE Guide.

3. Revised Subcontracting & Supplier Certification Forms (if applicable)

4. MBE/SLBE Unavailability Form (if applicable)

Request for Concurrence Memo

1. Provide the number of firms who received the solicitation, downloaded the report and number of bids/propels received

2. Bid tabulation, list of proposers/bidders

If the submitted package is incomplete, the memo will be delayed.

3. For solicitations with a Subcontracting Requirement, provide Appendix A documents, including:

a. Signed Good Faith Effort Affidavit

b. Signed Non-Discrimination Declaration

c. Subcontracting & Supplier Certification Form

d. M/WBE Certifications

4. MBE/SLBE Subcontractor Unavailability Forms (if applicable)

5. Waiver Request and Good Faith Effort supporting documentation (if applicable)

Request for Award Memo

1. Submit above documents from Concurrence Memo for Awardee

2. Supplier(s) recommended for award

3. Contract Term and Contract Value