Workflow - Rack Mounted Server 2.docx

Workflow – ___Sources Sought ___Market Research ___2579 – If cost is over $10,000 and not a Small Business. Competing and Over SAT or a CHESS buy. * Neither small business coordination nor a DD Form 2579 is required when the contracting office complies with the small business reservation under the simplified acquisition threshold at FAR 19.502-2(a). DD Form 2579. This form is for small business specialists to review and make recommendations for all acquisitions (including orders placed against Federal Supply Schedule contracts) over $10,000, except those under the simplified acquisition threshold that are totally set aside for small business concerns in accordance with FAR 19.502-2 ___Commercial Item Determination ___*Acquisition Strategy – Required if Over SAT or a Service ___J.A. – Far 6, 13, or 8 (depending on Sole or Brand Name Sourcing) – FAR 13 for Brand Name Sole Source.

___a. Notice of Intent to SAM.gov for Sole Source (Post Notice and Solicitation) ___Solicitation

a. If Brand Name J.A. and approved Solicitation and J.A. need to be posted as a Combined Synopsis on SAM.gov __SAPAAM - *Above, at, or below SAT and competed.

___POM/PNM - If only one source or Sole Source.

*Need to complete Pre-award Checklist at this time.

___Award ___CAR – Create and Authenticate before running PDS and Pre-validation on Award.

*Need to enter Post award Checklist at this time.

___Distro to Vendor and RA *Remember with options to find the last modification done or the award.

*Also, remember to click the dropbox and select Exercise Option in PD2.

*Before routing Award to KO make sure to run Undersat or Oversat bot to obtain FAAPIS, FAR and DFARS, and Determination of Responsibility. Insert all of it into PCF and route DOR to the KO. Over Sat come in Word format and entries will need to be completed.

*In PD2 use “Not Separately Priced” for items that have no pricing but need to remain visible on contract.

Delivery Order Highlight Solicitation – Goto Procurement – Post Award – Commercial FSS Order/DO/TO (SF 1449): Mark the Non-DOD/GSA Schedule Order circle, input the correct contract number (Supplier’s Federal Contract Number for CHESS buys). Items 1 – 16:

i. Items 1, 2, 4, 10, and 15 will auto populate from the PR and the base IDIQ

ii. Check to make sure item 9 is showing MICC West Point. Fill in the date with the start date.

Add HQ0490 (Indy)

iii. Click on the first CLIN

1. Make sure the CLIN matches what is on the quote

a. Description and Extended Description

b. Quantity

c. Unit Price

d. Total Price

e. Unit of Issue

f. Delivery Date

2. On the ‘Description’ Tab enter the following:

a. Part Number (if available)

b. PSC Code

c. PROG Code: Leave Blank

d. MDAP/MAIS: 000

e. WSC: 000

f. NAICS

g. Inspection/Acceptance: Acceptance Terms: Government & 7 Days Inspection Terms: Government Technical Office: Requiring Activity DoDDAC

h. Before going to the next CLIN hit the ‘Global Change’ button

i. Highlight all

ii. Hit ‘Ok’

iii. Hit ‘Yes’

iv. Hit ‘Ok’

i. Repeat for any remaining CLINs

iv. Mark the ‘Funds Available’ box

d. Items 27 – 31:

i. Mark box 28 and input 2

___Need to modify or revise an award and change into a Delivery Order.

1. Remove funding from original contract by creating a modification. Depending on mod requirement it could be unilateral or bilateral.

2. Release Mod. Then go to Post Award – Order- Commercial FS – Non Dod

3. Find Federal Contract it needs to be under. Enter Solicitation information – Enter updated information.

Chief states: Request for quote needs to be indicated by – Q in the Solicitation.

Request for proposal – R in the Solicitation.

*No SCA no trabajo.

DE-OB – Locate last release – Post Award – SF 30- Go to Funding Tab - Subtract required amount – Save- Generate document- Print Preview – Copy Summary of Change – Paste in Tab 2/ Line 14 – Enter Statement of Release – State all other terms and conditions remain the same. – Do not run Paths or PDS – Print to PDF – Remove draft from paragraph body. Send to KTR for signature.