Solicitation_Checklist_Summary.xlsx

This is a Solicitation Checklist Summary document for the City of Fort Myers, Florida, outlining the standardized procurement procedures for Invitations to Bid (ITB) and Requests for Proposals/Requests for Qualifications (RFP-RSQ) processes. The checklist serves as a comprehensive workflow guide for the City's procurement staff managing state and local contract opportunities, including the Cultural Center at Clemente Park Design Services project for the Lee County Black History Society Cultural Center. The document does not specify individual project response dates, due dates, or award dates, as it functions as a template applicable to multiple solicitations. Instead, it establishes the procedural framework requiring pre-submittal meetings, public notice announcements, solicitation openings, and selection committee evaluations for all covered procurements.

The checklist emphasizes mandatory internal approval processes involving procurement staff, department managers, directors, legal counsel, and grants managers, as well as external coordination with grant funding sources, particularly the Florida Department of Transportation (FDOT) where applicable. Key procedural requirements include SAM.gov and state suspended vendor list verification, public notification through newspaper advertisements, Teams-based meeting recordings and documentation, evaluation committee formation with signed acknowledgments of responsibilities, and contract finalization requiring grant source concurrence before execution. The document mandates newspaper advertising for solicitations exceeding $200,000 or those grant-funded, reflects the City's use of OpenGov as its primary procurement management system, and designates specific personnel for critical functions such as Thaddeus for GAP uploads and Kim Beaber for accounting reconciliation.