Get Procurement Checklist Template

Filling out the Procurement Checklist Template is an essential step in ensuring that your procurement process is thorough and compliant. This guide will walk you through the various sections and fields of the form, making it easier for users of all experience levels to complete it online.

Follow the steps to complete your Procurement Checklist Template effectively.

1. Click ‘Get Form’ button to obtain the Procurement Checklist Template and open it in the editor.
2. Begin by entering the general information required at the top of the form. This includes the project name, project number, agency/division code, and the contract amount. Make sure to fill in these details accurately as they provide essential context for your procurement process.
3. Record the number of bids received, the number of bids that were over the estimate, and whether there are any proposed alternates. This information will help evaluate how competitive the bidding process is.
4. Document the award to the low bidder by filling in the date, reviewer's name, and contract number along with the low bid amount. Additionally, note the number of bids rejected or withdrawn and whether the low bid was under estimate.
5. Specify if any alternates were selected and outline the alternate effect position. If there were any bid changes, also indicate their effect position.
6. In the agency documentation section, list all applicable items, such as the Division of Budget approval, project justification, and the MWBE compliance checklist if necessary.
7. For the invitation to bid package, ensure you include all relevant documentation such as the project manual, specifications, and any necessary addenda.
8. Complete the section for recommendations of award and associated documentation, including price justification and bid tabulation.
9. Ensure all contractor-related documentation is available, including bonds, necessary insurance certificates, and vendor responsibility questionnaires.
10. After filling in all required fields, review your entries for accuracy. Finally, save changes to the form, and you may download, print, or share the completed Procurement Checklist Template as needed.

Start filling out your Procurement Checklist Template online today for a seamless procurement experience.