Upcoming Webinars
Access the latest trends and insights shaping the profession—free for members.
.png)
 (1).jpg)
_1.jpg)
.jpg)
.jpg)
.jpg)
.jpg)
.png)
.jpg)
.jpg)
.jpg)
Document
Establishing an Effective Supplier Diversity Program
Year Created: 2022
DOCUMENT
FORM - Solicitation Checklist Example 2009
- YEAR CREATED: 2009
- TYPE OF DOCUMENT: FORM - Form
- Management
- Policies and Procedures
The document is a solicitation checklist that outlines the necessary steps and requirements for conducting a bidding process. The checklist is divided into several sections, including pre-advertising review, post-solicitation opening review, pre-award review, and post-award review.
In the pre-advertising review section, the checklist includes tasks such as reviewing specifications, confirming commodity code selection, checking insurance requirements, and conducting sourcing activities. It also mentions scheduling pre-conference and opening dates and ensuring the accuracy of the table of contents. The checklist emphasizes the need for legal approval of the request for proposal and updating the relevant systems with bid information.
The post-solicitation opening review section focuses on verifying the completion of various tasks after the bid submission deadline. This includes completing the signature page, acknowledging all addenda, ensuring all pricing pages are completed, submitting the bid bond, marking the original and requested copies, reviewing deviations for materiality, and confirming the validity of the corporation and trade licenses. The checklist also mentions checking if the firm is not on the State of Florida's convicted or suspended vendor lists. It emphasizes the completion of bid entry and bid summary, as well as forwarding the recommendation request to the department or technical review team.
The pre-award review section includes tasks such as keeping the department recommendation on file, including the legal advertisement in the bid folder, completing rejection due process procedures, and preparing and submitting the recommended action/agenda item. It also mentions including the RFP Awards Committee sign-in sheet and minutes in the file and updating the relevant systems.
The post-award review section involves tasks such as printing a copy of the Board of County Commissioners (BOCC) agenda for the bid file, requesting insurance and performance bonds from the supplier, receiving and approving the insurance certificate and performance bond, returning the bid bond, issuing purchase orders, providing acknowledgement of the order, updating the relevant systems, scanning and forwarding the contract to the supervisor, and organizing and filing the bid folder.
The document also includes a table of contents for easy reference and provides a suggested organization of the bid file with various tabs for different documents and information.