Solicitation-Checklists.xlsx
XLSX spreadsheet 35 KB Posted
- Solicitation number
- RSQ 26-011
- Issued by
- Lee County, Fort Lauderdale City, Florida
About this file
This is a solicitation checklist document for the City of Fort Myers used to manage Request for Proposal/Request for Statement of Qualifications (RFP/RSQ) procurement processes, along with related Invitation to Bid (ITB) procedures, for state and local contract opportunities. The City of Fort Myers is conducting an RSQ 26-011 to establish continuing professional services agreements for Mechanical, Electrical, Plumbing (MEP), and Fire Protection (FP) design and support engineering services under Florida's Consultants Competitive Negotiation Act. The procurement encompasses comprehensive MEP and FP engineering services for new construction, renovations, retrofits, repairs, and expansions of public facilities, including HVAC design, electrical distribution, plumbing systems, fire suppression systems, facility assessments, code compliance reviews, design and permitting services, and construction support services. Work will be assigned on an as-needed basis through individual task orders throughout a three-year initial contract term with one optional two-year renewal for a total potential five-year period. A non-mandatory pre-submittal meeting is scheduled for April 15, 2026 at 2:00 p.m., with question submissions due by March 9, 2026 at 4:00 p.m., proposals due March 24, 2026 at 2:00 p.m., optional presentations scheduled for April 30, 2026 at 1:00 p.m., and City Council approval anticipated for May 4, 2026.
Compensation shall be on a Not-To-Exceed (N.T.E.) basis covering personnel costs at specified hourly rates plus reimbursable expenses, with no minimum work quantities or specific dollar amounts guaranteed under this continuing contract arrangement. The evaluation process occurs in multiple phases with Phase 1 scoring based on approach to the project (45 points), experience and qualifications of assigned personnel (55 points), Minority Business Enterprise (MBE) compliance (13 points for City-funded work), and local vendor preference (5 points for City-funded work), totaling 118 possible points. Mandatory minimum qualifications require consultants to demonstrate five consecutive years of operation under the current company name, maintain valid Florida business licenses, and have no prior defaults with the City. Consultants selected must execute the contract within 15 calendar days of receiving the Notice of Award and provide required insurance documentation including professional liability insurance of $1,000,000 per claim, commercial general liability of $1,000,000 per occurrence, workers' compensation coverage, and comprehensive automobile liability of $1,000,000 combined single limit. All submissions must remain valid for 180 calendar days, and contractors must comply with Florida E-Verify requirements, Florida Civil Rights Act provisions, Florida Public Records Law requirements, and all applicable federal compliance standards if the contract involves federal funding.
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RFP-RSQ
| Title: | ||
| X | Date Completed | Description |
| Received Intake Request (if grant related, make sure signed grants and cklists are included) Important – Procurement Rep needs to review the entire material received from the department for completeness that all documents provided has been received. Alert – The Procurement Rep cannot begin preparing any documents until all documentation has been received. | ||
| Create Project from Intake Request | ||
| 1. Click Intake / goto "My Reviews on left toolbar | ||
| 2. Click desired Project | ||
| 3. Click view Request and look over information / review information under each tab | ||
| 4. Click "Create Project" | ||
| 5. Click "Get Auto Number" to get next solicitation number" | ||
| 6. Click next to "Categories" to search from NIGP codes (select all that apply or are close) | ||
| 7. Click "Next" in lower right corner | ||
| 8. Review and answer unanswered questions (click next in bottom right when completed) | ||
| 9. Review summary and background. Modify as needed. | ||
| 10. Enter dates for timeline. Remove lines that aren't needed | ||
| 11. Review Summary and Background. Enter from Intake if needed. | ||
| 12. Review/edit anything under Document Editor, click into each section. | ||
| 13. Review Evaluation Criteria. Edit as needed. | ||
| 14. Review Instructions. Remove clauses described as ITB or RFO/RSQ that don't apply | ||
| 15. Review sections. Modify if needed. | ||
| 16. Review Vendor Submission Questions. Remove those that don’t apply. | ||
| 17. Review attachments. Move internal documents to supporting attachments | ||
| 18. Review Final Checklist. Update what is needed. | ||
| Invite Collaborators to give feedback on the Project | ||
| 1. Under solicitation, click "Invite Collaborators" (must be registered on OpenGov) | ||
| 2. Type the first part of the name, select from dropdown box | ||
| 3. Choose whether they can "view only" or edit" | ||
| 4. Click "Update" on the same the as the new entry | ||
| 5. Click "Done" at bottom of the pop up box | ||
| Enter emails given by Dept on the Pre-Invite list to make sure certain vendors get invited | ||
| 1. under Solicitation/Builder, select "Invite Vendors" under Other Actions; 2) under search by location add: Fort Myers, Port Charlotte, Punta Gorda, Bonita Springs, and Naples; 3) click pre-invite list and add emails designated by the end user | ||
| Ask Collaborators Questions with the software, if needed | ||
| Create PDF or word version of solicitation: (Solicitation/Builder/View Document/Export (upper left)/Download Document /Full Package with Attachments/save in bid file) | ||
| 1. Create a folder in the One Drive under Solicitation Title, # | ||
| 2. Attach everything from the project zip file downloaded from OpenGov | ||
| 3. Include completed checklist in the file from funding source (if required) | ||
| 4. Go to funding source website for updates of forms example: (http://www.FDOT.gov) | ||
| 5. Once Solicitation is complete send a shared file via one drive to FDOT, Proj Mgr, & Engineer | ||
| Review/Approval phase | ||
| 1. Under Solicitation, click the green "Approval Setup" button under Next Action | ||
| 2. The Department Director, Ben Few, & Procurement Manager are built in approvers | ||
| 3. To add others: click "add approver" within the step desired | ||
| 4. Type the first few letters of the name and choose from dropdown box | ||
| 5. Click "Update Step" | ||
| 6. Click the green "Start Review Process" button | ||
| Proj Mgr: | ||
| Director: | ||
| Risk: Ben Few | ||
| Procurement: | ||
| Legal: | ||
| Approvals are completed | ||
| Send Advertisement to Procurement Coordinator w/ GL account number, at least 3 days prior to publishing (if Construction over $200k) | ||
| Lis will send back ad confirmation. Save in solicitation file. | ||
| Issue the Solicitation via OpenGov | ||
| 1. Under solicitation/builder/click the green "Finalize Document" button (everyone must approve first) | ||
| 2.On the approval dashboard after everyone approves, Click green "Finalize Project" button at bottom of the page | ||
| 3. Confirm by clicking the green "Finalize" button | ||
| 4. Click the green "Draft Posting" button on the pop-up menu | ||
| 5. Create the Post by clicking the green "Get Started" Button | ||
| 6. Review the vendor questionnaire to make sure all questions pertain. Remove questions that don’t pertain by clicking the red X on the right side. | ||
| 7. Once questions are correct, click "Save" and scroll to the top of the screen and Click "Timeline" | ||
| 8. Verify dates, times, and meeting links are correct | ||
| 9. Check the box next to "Confirm all dates are correct" | ||
| 10. Choose the "Posting Options" that for this solicitation, including "Do you want pricing to post? The default is Yes. | ||
| 11. Click "Save" at the bottom of the page | ||
| 12. Click the green "Schedule Post" button at the bottom of the page | ||
| 13. Choose to post now, or set up a later date | ||
| 14. Click the green "Publish Post" button | ||
| Conduct a Pre-Submittal Meeting, if desired (this is done outside the Platform) | ||
| 1. Create Sign_in Sheet | ||
| 2. Create and bring Agenda | ||
| 3. Create a Teams link to record meeting | ||
| 4. After meeting, save recording to solicitation file on H drive | ||
| 5. Post (sign-in sheet, agenda, & recording) as a Notice on E-Procurement platform | ||
| Answer respondents questions through the platform | ||
| 1. Under solicitation/sourcing/click Question & Answer | ||
| 2. Answer the question or assign to a collaborator (a registered employee) | ||
| 3. Review your response/ or that given by the department | ||
| 4. Select "release" to post the Q&A, or "Edit" to edit the reply | ||
| To Create an Addendum (changes terms of the solicitation other than Q&A) | ||
| 1. Under solicitation/sourcing/click "Addenda & Notices" | ||
| 2. Click "Draft Addendum" | ||
| 3. Enter text for the addendum | ||
| 4. If there are attachments, drop and drag attachments accordingly | ||
| 6. Click "Save New Addendum" | ||
| To Create a Notice (add agenda of a meeting, sign-in sheets, recording, etc) | ||
| 1. Under solicitation/sourcing/click "Addenda & Notices" | ||
| 2. Click "Draft Notice" | ||
| 3. Enter a Title for the notice | ||
| 4. Enter the description/details of the Notice | ||
| 5. Drop/Drag any attachments (recordings, sign-in sheets, etc) | ||
| 6. Click "Save New Notice" | ||
| Opening the Solicitation | ||
| 1. Open the Teams or Zoom link and make sure your recording the opening | ||
| 2. After the official date and time, goto Solicitation/Sourcing/click the "Submitted Responses" button | ||
| 3. If public (construction related), read aloud the names of the respondents and their totals | ||
| 3.1. Under Solicitation/Evaluations/click "Manage Responses", then the "Bid Tabulation" tab | ||
| 4. Click on one response at a time. | ||
| 5. Review the questionnaire and check next to the "pass" or "fail". | ||
| 6. If Construction, click on the Bid Bond and make sure they submitted a 5% bid bond | ||
| 7. If the response doesn’t meet the requirements of the solicitation, check "Disqualify Response" | ||
| 7.1 If checked, choose reason why the response is disqualified | ||
| 7.2 Toggle if the respondent should be notified through the system | ||
| 7.3 Click "Disqualify Response" or "Cancel" | ||
| 8. Repeat steps 4-7 for each response | ||
| 9. Click "back to responses" | ||
| 10. Click "report" above the table of responses to download the response to the bid file. | ||
| 11. Click on the title to go back to the main page. | ||
| Download Submittals to the bid file to attach to "green sheet/agenda item" | ||
| 1. Under Solicitation/Sourcing/click "Submitted Responses" button | ||
| 2. to export the answers to the questions, click "report in the left corner above the table | ||
| 3. to export proposals, click into each proposal, goto the question titled "Proposal Documents" and download each individually | ||
| Download Bid Tabulation. And modify the report to add to the green sheet/agenda as an attachment | ||
| 1. Click Solicitation / Evaluations / Bid Tabulation | ||
| 2. Click "Export this table" / "export to Excel | ||
| 3. Saving bid solicitation file as a PDF | ||
| 4. Attach PDF to green sheet/agenda item | ||
| Post Teams or Zoom recording (see Notices) | ||
| Check the Federal (www.Sam.gov) and State Suspended Vendor List (https://www.dms.myflorida.com/business_operations/state_purchasing/state_agency_resources/vendor_registration_and_vendor_lists/suspended_vendor_list) |
| Evaluations |
| 1. From the main project page, click the green "Create Evaluation" button |
| 2. Click "Start Evaluation" from the dropdown box |
| 3. Review the Criteria to make sure it is correct. |
| 4. Click "Next" in the lower right corner |
| 5. Select all Evaluators |
| 6. Click "Start Adding Responses" from the dropdown box. |
| 7. Click the green "Release to Evaluators" in the upper left. |
| 8. Click Release Evaluation in the dropdown box |
| Review/Selection Committee |
| Issue "Intent to Award Letter" |
| 1. Under Solicitation/Evaluations/Manage Responses/Selected Vendor(s) tab |
| 2. Click the "Intent to Award Letter" at right corner of the table |
| 3. Choose the supplier to issue the letter to |
| 4. Choose Word Format |
| 5. Click to Download Word Document |
| 6. Open Downloaded file / modfiy as needed |
| 7. Save a Word and PDF copy in H drive bid file |
| 8. Post Intent to Award as a Notice-/solicitation/sourcing/Addenda & Notices |
| Create a Contract |
| 1. Goto Contract Tab |
| 2. Create new record (complete fields) |
| 3. Create document |
| 4. Choose proper contract format |
| 5. Answer questionnaire |
| 6. Add proper Exhibits |
| 7. Review/edit approvals |
| 8. Release to approve |
| 9. Once approved, export as a PDF to bid file and send for Supplier signature |
| Send Contract by email to recommended awardee for signature |
| Signed Contract & COI received from Supplier |
| Procurement to review of Contract & Certificate of Insurance (COI) for completeness |
| Create "Green Sheet"/Agenda item: when a department recommendation is received to move forward then create an Agenda item in Peak Software for the next available meeting. |
| 1. Attach Contract (Att A-Solicitation, Att B-Response, all other completed attachments) |
| Council approved |
| Received executed Contract from the Clerk |
| Send executed Contract to Contractor/Consultant and Project Manager |
RFP/RFQ Checklist
&Z&F &P
RFP-RSQ-Grant
| Title: | ||
| X | Date Completed | Description |
| Received Intake Request (if grant related, make sure signed grants and cklists are included) Important – Procurement Rep needs to review the entire material received from the department for completeness that all documents provided has been received. Alert – The Procurement Rep cannot begin preparing any documents until all documentation has been received. | ||
| If grant related, read the entire grant agreement | ||
| Create Project from Intake Request | ||
| 1. Click Intake / goto "My Reviews on left toolbar | ||
| 2. Click desired Project | ||
| 3. Click view Request and look over information / review information under each tab | ||
| 4. Click "Create Project" | ||
| 5. Click "Get Auto Number" to get next solicitation number" | ||
| 6. Click next to "Categories" to search from NIGP codes (select all that apply or are close) | ||
| 7. Click "Next" in lower right corner | ||
| 8. Review and answer unanswered questions (click next in bottom right when completed) | ||
| 9. Review summary and background. Modify as needed. | ||
| 10. Enter dates for timeline. Remove lines that aren't needed | ||
| 11. Review Summary and Background. Enter from Intake if needed. | ||
| 12. Review/edit anything under Document Editor, click into each section. | ||
| 13. Review Evaluation Criteria. Edit as needed. | ||
| 14. Review Instructions. Remove clauses described as ITB or RFO/RSQ that don't apply | ||
| 15. Review sections. Modify if needed. | ||
| 16. Review Vendor Submission Questions. Remove those that don’t apply. | ||
| 17. Review attachments. Move internal documents to supporting attachments | ||
| 18. Review Final Checklist. Update what is needed. | ||
| Invite Collaborators to give feedback on the Project | ||
| 1. Under solicitation, click "Invite Collaborators" (must be registered on OpenGov) | ||
| 2. Type the first part of the name, select from dropdown box | ||
| 3. Choose whether they can "view only" or edit" | ||
| 4. Click "Update" on the same the as the new entry | ||
| 5. Click "Done" at bottom of the pop up box | ||
| Enter emails given by Dept on the Pre-Invite list to make sure certain vendors get invited: 1. under Solicitation/Builder, select "Invite Vendors" under Other Actions; 2) under search by location add: Fort Myers, Port Charlotte, Punta Gorda, Bonita Springs, and Naples; 3) click pre-invite list and add emails designated by the end user | ||
| Ask Collaborators Questions with the software, if needed | ||
| Create PDF or word version of solicitation: (Solicitation/Builder/View Document/Export (upper left)/Download Document /Full Package with Attachments/save in bid file) | ||
| IF ALTERNATIVE FUNDING IS USED: send a copy to the solicitation, attachments, and checklists to the granting source representative for approval | ||
| 1. Create a folder in the One Drive under Solicitation Title, # | ||
| 2. Attach everything from the project zip file downloaded from OpenGov | ||
| 3. Include completed checklist in the file from funding source (if required) | ||
| 4. Go to funding source website for updates of forms example: (http://www.FDOT.gov) | ||
| 5. Once Solicitation is complete send a shared file via one drive to FDOT, Proj Mgr, & Engineer | ||
| Approval from Granting Source/Approval to Advertise | ||
| Review/Approval phase | ||
| 1. Under Solicitation, click the green "Approval Setup" button under Next Action | ||
| 2. The Department Director, Ben Few, & Procurement Manager are built in approvers | ||
| 3. To add others: click "add approver" within the step desired | ||
| 4. Type the first few letters of the name and choose from dropdown box | ||
| 5. Click "Update Step" | ||
| 6. Click the green "Start Review Process" button | ||
| Proj Mgr: | ||
| Director: | ||
| Risk: Ben Few | ||
| Procurement: | ||
| Legal: | ||
| Approvals are completed | ||
| Send Advertisement to Procurement Coordinator w/ GL account number, at least 3 days prior to publishing (if Construction over $200k) | ||
| Lis will send back ad confirmation. Save in solicitation file. | ||
| Issue the Solicitation via OpenGov | ||
| 1. Under solicitation/builder/click the green "Finalize Document" button (everyone must approve first) | ||
| 2.On the approval dashboard after everyone approves, Click green "Finalize Project" button at bottom of the page | ||
| 3. Confirm by clicking the green "Finalize" button | ||
| 4. Click the green "Draft Posting" button on the pop-up menu | ||
| 5. Create the Post by clicking the green "Get Started" Button | ||
| 6. Review the vendor questionnaire to make sure all questions pertain. Remove questions that don’t pertain by clicking the red X on the right side. | ||
| 7. Once questions are correct, click "Save" and scroll to the top of the screen and Click "Timeline" | ||
| 8. Verify dates, times, and meeting links are correct | ||
| 9. Check the box next to "Confirm all dates are correct" | ||
| 10. Choose the "Posting Options" that for this solicitation, including "Do you want pricing to post? The default is Yes. | ||
| 11. Click "Save" at the bottom of the page | ||
| 12. Click the green "Schedule Post" button at the bottom of the page | ||
| 13. Choose to post now, or set up a later date | ||
| 14. Click the green "Publish Post" button | ||
| Conduct a Pre-Submittal Meeting, if desired (this is done outside the Platform) | ||
| 1. Create Sign_in Sheet | ||
| 2. Create and bring Agenda | ||
| 3. Create a Teams link to record meeting | ||
| 4. After meeting, save recording to solicitation file on H drive | ||
| 5. Post (sign-in sheet, agenda, & recording) as a Notice on E-Procurement platform | ||
| Answer respondents questions through the platform | ||
| 1. Under solicitation/sourcing/click Question & Answer | ||
| 2. Answer the question or assign to a collaborator (a registered employee) | ||
| 3. Review your response/ or that given by the department | ||
| 4. Select "release" to post the Q&A, or "Edit" to edit the reply | ||
| To Create an Addendum (changes terms of the solicitation other than Q&A) | ||
| 1. Under solicitation/sourcing/click "Addenda & Notices" | ||
| 2. Click "Draft Addendum" | ||
| 3. Enter text for the addendum | ||
| 4. If there are attachments, drop and drag attachments accordingly | ||
| 5. If alternative funding is used, send copy of the addendum to the grant source (do not post until funding source approves) | ||
| 6. Click "Save New Addendum" | ||
| To Create a Notice (add agenda of a meeting, sign-in sheets, recording, etc) | ||
| 1. Under solicitation/sourcing/click "Addenda & Notices" | ||
| 2. Click "Draft Notice" | ||
| 3. Enter a Title for the notice | ||
| 4. Enter the description/details of the Notice | ||
| 5. Drop/Drag any attachments (recordings, sign-in sheets, etc) | ||
| 6. Click "Save New Notice" | ||
| Opening the Solicitation | ||
| 1. Open the Teams or Zoom link and make sure your recording the opening | ||
| 2. After the official date and time, goto Solicitation/Sourcing/click the "Submitted Responses" button | ||
| 3. If public (construction related), read aloud the names of the respondents and their totals | ||
| 3.1. Under Solicitation/Evaluations/click "Manage Responses", then the "Bid Tabulation" tab | ||
| 4. Click on one response at a time. | ||
| 5. Review the questionnaire and check next to the "pass" or "fail". | ||
| 6. If Construction, click on the Bid Bond and make sure they submitted a 5% bid bond | ||
| 7. If the response doesn’t meet the requirements of the solicitation, check "Disqualify Response" | ||
| 7.1 If checked, choose reason why the response is disqualified | ||
| 7.2 Toggle if the respondent should be notified through the system | ||
| 7.3 Click "Disqualify Response" or "Cancel" | ||
| 8. Repeat steps 4-7 for each response | ||
| 9. Click "back to responses" | ||
| 10. Click "report" above the table of responses to download the response to the bid file. | ||
| 11. Click on the title to go back to the main page. | ||
| Download Submittals to the bid file to attach to "green sheet/agenda item" | ||
| 1. Under Solicitation/Sourcing/click "Submitted Responses" button | ||
| 2. to export the answers to the questions, click "report in the left corner above the table | ||
| 3. to export proposals, click into each proposal, goto the question titled "Proposal Documents" and download each individually | ||
| Download Bid Tabulation. And modify the report to add to the green sheet/agenda as an attachment | ||
| 1. Click Solicitation / Evaluations / Bid Tabulation | ||
| 2. Click "Export this table" / "export to Excel | ||
| 3. Saving bid solicitation file as a PDF | ||
| 4. Attach PDF to green sheet/agenda item | ||
| Post Teams or Zoom recording (see Notices) | ||
| Check the Federal (www.Sam.gov) and State Suspended Vendor List (https://www.dms.myflorida.com/business_operations/state_purchasing/state_agency_resources/vendor_registration_and_vendor_lists/suspended_vendor_list) |
| Evaluations |
| 1. From the main project page, click the green "Create Evaluation" button |
| 2. Click "Start Evaluation" from the dropdown box |
| 3. Review the Criteria to make sure it is correct. |
| 4. Click "Next" in the lower right corner |
| 5. Select all Evaluators |
| 6. Click "Start Adding Responses" from the dropdown box. |
| 7. Click the green "Release to Evaluators" in the upper left. |
| 8. Click Release Evaluation in the dropdown box |
| Review/Selection Committee |
| send email to grant source with Intent to Award recommendation |
| wait for approval |
| Issue "Intent to Award Letter" |
| 1. Under Solicitation/Evaluations/Manage Responses/Selected Vendor(s) tab |
| 2. Click the "Intent to Award Letter" at right corner of the table |
| 3. Choose the supplier to issue the letter to |
| 4. Choose Word Format |
| 5. Click to Download Word Document |
| 6. Open Downloaded file / modfiy as needed |
| 7. Save a Word and PDF copy in H drive bid file |
| 8. Post Intent to Award as a Notice-/solicitation/sourcing/Addenda & Notices |
| Create a Contract |
| 1. Goto Contract Tab |
| 2. Create new record (complete fields) |
| 3. Create document |
| 4. Choose proper contract format |
| 5. Answer questionnaire |
| 6. Add proper Exhibits |
| 7. Review/edit approvals |
| 8. Release to approve |
| 9. Once approved, export as a PDF to bid file and send for Supplier signature |
| Send Contract by email to recommended awardee for signature |
| Signed Contract & COI received from Supplier |
| If Alternate funding is used (Grant): send finalized contract to the grant source for review |
| Contract approved by grant source |
| Send Contract by email to recommended awardee for signature |
| Signed Contract & COI received from Contractor |
| Procurement to review of Contract & Certificate of Insurance (COI) for completeness |
| Create "Green Sheet"/Agenda item: when a department recommendation is received to move forward then create an Agenda item in Peak Software for the next available meeting. |
| 1. Attach Contract (Att A-Solicitation, Att B-Response, all other completed attachments) |
| Council approved |
| Received executed Contract from the Clerk |
| Send executed Contract to Contractor/Consultant and Project Manager |
RFP/RSQ Checklist with Grants
&Z&F &P
ITB
| Title: | ||
| X | Date Completed | Description |
| Received Intake Request (if grant related, make sure signed grants and cklists are included) Important – Procurement Rep needs to review the entire material received from the department for completeness that all documents provided has been received. Alert – The Procurement Rep cannot begin preparing any documents until all documentation has been received. | ||
| Create Project from Intake Request | ||
| 1. Click Intake / goto "My Reviews on left toolbar | ||
| 2. Click desired Project | ||
| 3. Click view Request and look over information / review information under each tab | ||
| 4. Click "Create Project" | ||
| 5. Click "Get Auto Number" to get next solicitation number" | ||
| 6. Click next to "Categories" to search from NIGP codes (select all that apply or are close) | ||
| 7. Click "Next" in lower right corner | ||
| 8. Review and answer unanswered questions (click next in bottom right when completed) | ||
| 9. Review summary and background. Modify as needed. | ||
| 10. Enter dates for timeline. Remove lines that aren't needed | ||
| 11. Review Summary and Background. Enter from Intake if needed. | ||
| 12. Review/edit anything under Document Editor, click into each section. | ||
| 13. Review Evaluation Criteria. Edit is needed. | ||
| 14. Review Instructions. Remove clauses described as ITB or RFO/RSQ that don't apply | ||
| 15. Review sections. Modify if needed. | ||
| 16. Review Vendor Submission Questions. Remove those that don’t apply. | ||
| 17. Review attachments. Move internal documents to supporting attachments | ||
| 18. Review Final Checklist. Update what is needed. | ||
| Invite Collaborators to give feedback on the Project | ||
| 1. Under solicitation, click "Invite Collaborators" (must be registered on OpenGov) | ||
| 2. Type the first part of the name, select from dropdown box | ||
| 3. Choose whether they can "view only" or edit" | ||
| 4. Click "Update" on the same the as the new entry | ||
| 5. Click "Done" at bottom of the pop up box | ||
| Enter emails given by Dept on the Pre-Invite list to make sure certain vendors get invited | ||
| 1. under Solicitation/Builder, select "Invite Vendors" under Other Actions; 2) under search by location add: Fort Myers, Port Charlotte, Punta Gorda, Bonita Springs, and Naples; 3) click pre-invite list and add emails designated by the end user | ||
| Ask Collaborators Questions with the software, if needed | ||
| Create PDF or word version of solicitation: (Solicitation/Builder/View Document/Export (upper left)/Download Document /Full Package with Attachments/save in bid file) | ||
| Review/Approval phase | ||
| 1. Under Solicitation, click the green "Approval Setup" button under Next Action | ||
| 2. The Department Director, Ben Few, & Procurement Manager are built in approvers | ||
| 3. To add others: click "add approver" within the step desired | ||
| 4. Type the first few letters of the name and choose from dropdown box | ||
| 5. Click "Update Step" | ||
| 6. Click the green "Start Review Process" button | ||
| Proj Mgr: | ||
| Director: | ||
| Risk: Ben Few | ||
| Procurement: | ||
| Legal: | ||
| Approvals are completed | ||
| Send Advertisement to Procurement Coordinator w/ GL account number, at least 3 days prior to publishing (if Construction over $200k) | ||
| Lis will send back ad confirmation. Save in solicitation file. | ||
| Issue the Solicitation via OpenGov | ||
| 1. Under solicitation/builder/click the green "Finalize Document" button (everyone must approve first) | ||
| 2.On the approval dashboard after everyone approves, Click green "Finalize Project" button at bottom of the page | ||
| 3. Confirm by clicking the green "Finalize" button | ||
| 4. Click the green "Draft Posting" button on the pop-up menu | ||
| 5. Create the Post by clicking the green "Get Started" Button | ||
| 6. Review the vendor questionnaire to make sure all questions pertain. Remove questions that don’t pertain by clicking the red X on the right side. | ||
| 7. Once questions are correct, click "Save" and scroll to the top of the screen and Click "Timeline" | ||
| 8. Verify dates, times, and meeting links are correct | ||
| 9. Check the box next to "Confirm all dates are correct" | ||
| 10. Choose the "Posting Options" that for this solicitation, including "Do you want pricing to post? The default is Yes. | ||
| 11. Click "Save" at the bottom of the page | ||
| 12. Click the green "Schedule Post" button at the bottom of the page | ||
| 13. Choose to post now, or set up a later date | ||
| 14. Click the green "Publish Post" button | ||
| Conduct a Pre-Submittal Meeting, if desired (this is done outside the Platform) | ||
| Answer respondents questions through the platform | ||
| 1. Under solicitation/sourcing/click Question & Answer | ||
| 2. Answer the question or assign to a collaborator (a registered employee) | ||
| 3. Review your response/ or that given by the department | ||
| 4. Select "release" to post the Q&A, or "Edit" to edit the reply | ||
| To Create an Addendum (changes terms of the solicitation other than Q&A) | ||
| 1. Under solicitation/sourcing/click "Addenda & Notices" | ||
| 2. Click "Draft Addendum" | ||
| 3. Enter text for the addendum | ||
| 4. If there are attachments, drop and drag attachments accordingly | ||
| 5. Click "Save New Addendum" | ||
| To Create a Notice (add agenda of a meeting, sign-in sheets, recording, etc) | ||
| 1. Under solicitation/sourcing/click "Addenda & Notices" | ||
| 2. Click "Draft Notice" | ||
| 3. Enter a Title for the notice | ||
| 4. Enter the description/details of the Notice | ||
| 5. Drop/Drag any attachments (recordings, sign-in sheets, etc) | ||
| 6. Click "Save New Notice" | ||
| Opening the Solicitation | ||
| 1. Open the Teams or Zoom link and make sure your recording the opening | ||
| 2. After the official date and time, goto Solicitation/Sourcing/click the "Submitted Responses" button | ||
| 3. If public (construction related), read aloud the names of the respondents and their totals | ||
| 3.1. Under Solicitation/Evaluations/click "Manage Responses", then the "Bid Tabulation" tab | ||
| 4. Click on one response at a time. | ||
| 5. Review the questionnaire and check next to the "pass" or "fail". | ||
| 6. If Construction, click on the Bid Bond and make sure they submitted a 5% bid bond | ||
| 7. If the response doesn’t meet the requirements of the solicitation, check "Disqualify Response" | ||
| 7.1 If checked, choose reason why the response is disqualified | ||
| 7.2 Toggle if the respondent should be notified through the system | ||
| 7.3 Click "Disqualify Response" or "Cancel" | ||
| 8. Repeat steps 4-7 for each response | ||
| 9. View Pricing table, click “Bid Tabulations” |
Click the “Bid Tabulations” tab Options:
To Print table only, click export to excel to the right of Bid Schedule To print a report that includes the pass/fail items, click “Report” to the right of the top section
| Download Submittals to the bid file to attach to "green sheet/agenda item" |
| 1. Under Solicitation/Sourcing/click "Submitted Responses" button |
| 2. to export the answers to the questions, click "report in the left corner above the table |
| 3. to export proposals, click into each proposal, goto the question titled "Proposal Documents" and download each individually |
| Download Bid Tabulation. And modify the report to add to the green sheet/agenda as an attachment |
| 1. Click Solicitation / Evaluations / Bid Tabulation |
| 2. Click "Export this table" / "export to Excel |
| 3. Saving bid solicitation file as a PDF |
| 4. Attach PDF to green sheet/agenda item |
| Post Teams or Zoom recording (see Notices) |
| Check the Federal (www.Sam.gov) and State Suspended Vendor List (https://www.dms.myflorida.com/business_operations/state_purchasing/state_agency_resources/vendor_registration_and_vendor_lists/suspended_vendor_list) |
| Notify the Project Manager. Send Email (outside the Platform) to the Project Manager telling that you’ve opened the solicitation, they can view the results, and you will be waiting for as department recommendation whether to move forward. |
| Department recommendation is received from the requesting department |
| Issue "Intent to Award Letter" |
| 1. Under Solicitation/Evaluations/Manage Responses/Selected Vendor(s) tab |
| 2. Click the "Intent to Award Letter" at right corner of the table |
| 3. Choose the supplier to issue the letter to |
| 4. Choose Word Format |
| 5. Click to Download Word Document |
| 6. Open Downloaded file / modfiy as needed |
| 7. Save a Word and PDF copy in H drive bid file |
| 8. Post Intent to Award as a Notice-/solicitation/sourcing/Addenda & Notices |
| Create a Contract |
| 1. Goto Contract Tab |
| 2. Create new record (complete fields) |
| 3. Create document |
| 4. Choose proper contract format |
| 5. Answer questionnaire |
| 6. Add proper Exhibits |
| 7. Review/edit approvals |
| 8. Release to approve |
| 9. Once approved, export as a PDF to bid file and send for Supplier signature |
| Send Contract by email to recommended awardee for signature |
| Signed Contract & COI received from Contractor |
| Procurement to review of Contract & Certificate of Insurance (COI) for completeness |
| Create "Green Sheet"/Agenda item: when a department recommendation is received to move forward then create an Agenda item in Peak Software for the next available meeting. |
| 1. Attach Contract (Att A-Solicitation, Att B-Response, all other completed attachments) |
| Council approved |
| Received executed Contract from the Clerk |
| Send executed Contract to Contractor/Consultant and Project Manager |
ITB Checklist
ITB-Grant
| Title: | ||
| X | Date Completed | Description |
| Received Intake Request (if grant related, make sure signed grants and cklists are included) Important – Procurement Rep needs to review the entire material received from the department for completeness that all documents provided has been received. Alert – The Procurement Rep cannot begin preparing any documents until all documentation has been received. | ||
| If grant related, read the entire grant agreement | ||
| Create Project from Intake Request | ||
| 1. Click Intake / goto "My Reviews on left toolbar | ||
| 2. Click desired Project | ||
| 3. Click view Request and look over information / review information under each tab | ||
| 4. Click "Create Project" | ||
| 5. Click "Get Auto Number" to get next solicitation number" | ||
| 6. Click next to "Categories" to search from NIGP codes (select all that apply or are close) | ||
| 7. Click "Next" in lower right corner | ||
| 8. Review and answer unanswered questions (click next in bottom right when completed) | ||
| 9. Review summary and background. Modify as needed. | ||
| 10. Enter dates for timeline. Remove lines that aren't needed | ||
| 11. Review Summary and Background. Enter from Intake if needed. | ||
| 12. Review/edit anything under Document Editor, click into each section. | ||
| 13. Review Evaluation Criteria. Edit is needed. | ||
| 14. Review Instructions. Remove clauses described as ITB or RFO/RSQ that don't apply | ||
| 15. Review sections. Modify if needed. | ||
| 16. Review Vendor Submission Questions. Remove those that don’t apply. | ||
| 17. Review attachments. Move internal documents to supporting attachments | ||
| 18. Review Final Checklist. Update what is needed. | ||
| Invite Collaborators to give feedback on the Project | ||
| 1. Under solicitation, click "Invite Collaborators" (must be registered on OpenGov) | ||
| 2. Type the first part of the name, select from dropdown box | ||
| 3. Choose whether they can "view only" or edit" | ||
| 4. Click "Update" on the same the as the new entry | ||
| 5. Click "Done" at bottom of the pop up box | ||
| Enter emails given by Dept on the Pre-Invite list to make sure certain vendors get invited | ||
| 1. under Solicitation/Builder, select "Invite Vendors" under Other Actions; 2) under search by location add: Fort Myers, Port Charlotte, Punta Gorda, Bonita Springs, and Naples; 3) click pre-invite list and add emails designated by the end user | ||
| Ask Collaborators Questions with the software, if needed | ||
| Create PDF or word version of solicitation: (Solicitation/Builder/View Document/Export (upper left)/Download Document /Full Package with Attachments/save in bid file) | ||
| Review/Approval phase | ||
| 1. Under Solicitation, click the green "Approval Setup" button under Next Action | ||
| 2. The Department Director, Ben Few, & Procurement Manager are built in approvers | ||
| 3. To add others: click "add approver" within the step desired | ||
| 4. Type the first few letters of the name and choose from dropdown box | ||
| 5. Click "Update Step" | ||
| 6. Click the green "Start Review Process" button | ||
| Proj Mgr: | ||
| Director: | ||
| Risk: Ben Few | ||
| Procurement: | ||
| Legal: | ||
| Approvals are completed | ||
| Send a copy to the solicitation, attachments, and checklists to the grant source for approval | ||
| Send Advertisement to Procurement Coordinator w/ GL account number, at least 3 days prior to publishing (if Construction over $200k) | ||
| P-Card Administrator will send back ad confirmation. Save in solicitation file. | ||
| Issue the Solicitation via OpenGov | ||
| 1. Under solicitation/builder/click the green "Finalize Document" button (everyone must approve first) | ||
| 2.On the approval dashboard after everyone approves, Click green "Finalize Project" button at bottom of the page | ||
| 3. Confirm by clicking the green "Finalize" button | ||
| 4. Click the green "Draft Posting" button on the pop-up menu | ||
| 5. Create the Post by clicking the green "Get Started" Button | ||
| 6. Review the vendor questionnaire to make sure all questions pertain. Remove questions that don’t pertain by clicking the red X on the right side. | ||
| 7. Once questions are correct, click "Save" and scroll to the top of the screen and Click "Timeline" | ||
| 8. Verify dates, times, and meeting links are correct | ||
| 9. Check the box next to "Confirm all dates are correct" | ||
| 10. Choose the "Posting Options" that for this solicitation, including "Do you want pricing to post? The default is Yes. | ||
| 11. Click "Save" at the bottom of the page | ||
| 12. Click the green "Schedule Post" button at the bottom of the page | ||
| 13. Choose to post now, or set up a later date | ||
| 14. Click the green "Publish Post" button | ||
| Conduct a Pre-Submittal Meeting, if desired (this is done outside the Platform) | ||
| Answer respondents questions through the platform | ||
| 1. Under solicitation/sourcing/click Question & Answer | ||
| 2. Answer the question or assign to a collaborator (a registered employee) | ||
| 3. Review your response/ or that given by the department | ||
| 4. Select "release" to post the Q&A, or "Edit" to edit the reply | ||
| To Create an Addendum (changes terms of the solicitation other than Q&A) | ||
| 1. Under solicitation/sourcing/click "Addenda & Notices" | ||
| 2. Click "Draft Addendum" | ||
| 3. Enter text for the addendum | ||
| 4. If there are attachments, drop and drag attachments accordingly | ||
| 5.send copy of the addendum to the grant source (do not post until funding source approves) | ||
| 6. Click "Save New Addendum" | ||
| To Create a Notice (add agenda of a meeting, sign-in sheets, recording, etc) | ||
| 1. Under solicitation/sourcing/click "Addenda & Notices" | ||
| 2. Click "Draft Notice" | ||
| 3. Enter a Title for the notice | ||
| 4. Enter the description/details of the Notice | ||
| 5. Drop/Drag any attachments (recordings, sign-in sheets, etc) | ||
| 6. Click "Save New Notice" | ||
| Opening the Solicitation | ||
| 1. Open the Teams or Zoom link and make sure your recording the opening | ||
| 2. After the official date and time, goto Solicitation/Sourcing/click the "Submitted Responses" button | ||
| 3. If public (construction related), read aloud the names of the respondents and their totals | ||
| 3.1. Under Solicitation/Evaluations/click "Manage Responses", then the "Bid Tabulation" tab | ||
| 4. Click on one response at a time. | ||
| 5. Review the questionnaire and check next to the "pass" or "fail". | ||
| 6. If Construction, click on the Bid Bond and make sure they submitted a 5% bid bond | ||
| 7. If the response doesn’t meet the requirements of the solicitation, check "Disqualify Response" | ||
| 7.1 If checked, choose reason why the response is disqualified | ||
| 7.2 Toggle if the respondent should be notified through the system | ||
| 7.3 Click "Disqualify Response" or "Cancel" | ||
| 8. Repeat steps 4-7 for each response | ||
| 9. View Pricing table, click “Bid Tabulations” |
Click the “Bid Tabulations” tab Options:
To Print table only, click export to excel to the right of Bid Schedule To print a report that includes the pass/fail items, click “Report” to the right of the top section
| Download Submittals to the bid file to attach to "green sheet/agenda item" |
| 1. Under Solicitation/Sourcing/click "Submitted Responses" button |
| 2. to export the answers to the questions, click "report in the left corner above the table |
| 3. to export proposals, click into each proposal, goto the question titled "Proposal Documents" and download each individually |
| Download Bid Tabulation. And modify the report to add to the green sheet/agenda as an attachment |
| 1. Click Solicitation / Evaluations / Bid Tabulation |
| 2. Click "Export this table" / "export to Excel |
| 3. Saving bid solicitation file as a PDF |
| 4. Attach PDF to green sheet/agenda item |
| Post Teams or Zoom recording (see Notices) |
| Check the Federal (www.Sam.gov) and State Suspended Vendor List (https://www.dms.myflorida.com/business_operations/state_purchasing/state_agency_resources/vendor_registration_and_vendor_lists/suspended_vendor_list) |
| Notify the Project Manager. Send Email (outside the Platform) to the Project Manager telling that you’ve opened the solicitation, they can view the results, and you will be waiting for as department recommendation whether to move forward. |
| Department recommendation is received from the requesting department |
| Send Department recommendation to grant source for approval |
| Issue "Intent to Award Letter" |
| 1. Under Solicitation/Evaluations/Manage Responses/Selected Vendor(s) tab |
| 2. Click the "Intent to Award Letter" at right corner of the table |
| 3. Choose the supplier to issue the letter to |
| 4. Choose Word Format |
| 5. Click to Download Word Document |
| 6. Open Downloaded file / modfiy as needed |
| 7. Save a Word and PDF copy in H drive bid file |
| 8. Post Intent to Award as a Notice-/solicitation/sourcing/Addenda & Notices |
| Create a Contract |
| 1. Goto Contract Tab |
| 2. Create new record (complete fields) |
| 3. Create document |
| 4. Choose proper contract format |
| 5. Answer questionnaire |
| 6. Add proper Exhibits |
| 7. Review/edit approvals |
| 8. Release to approve |
| 9. Once approved, export as a PDF to bid file and send for Supplier signature |
| If Alternate funding is used : send finalized contract to the grant source for review |
| Contract approved by grant source |
| Send Contract by email to recommended awardee for signature |
| Signed Contract & COI received from Contractor |
| Procurement to review of Contract & Certificate of Insurance (COI) for completeness |
| Create "Green Sheet"/Agenda item: when a department recommendation is received to move forward then create an Agenda item in Peak Software for the next available meeting. |
| 1. Attach Contract (Att A-Solicitation, Att B-Response, all other completed attachments) |
| Council approved |
| Received executed Contract from the Clerk |
| Send executed Contract to Contractor/Consultant and Project Manager |
ITB for Grants Checklist
File details come from the government source that posted it. Updated .