Get Procurement Checklist Template

This guide provides a step-by-step process for effectively completing the Procurement Checklist Template online. By following these instructions, users can ensure that all necessary components are properly addressed in their procurement requests.

Follow the steps to complete the Procurement Checklist Template with confidence.

1. Click the ‘Get Form’ button to access the Procurement Checklist Template and open it in your preferred editor.
2. Start by reviewing the checklist to identify if the Independent Government Estimate (IGE) has been developed and included in the Purchase Request (PR) packet. If applicable, mark Yes, No, or N/A as appropriate.
3. Check if a Point of Contact is listed for the purchase request. Provide this information in the designated field.
4. Determine whether a suggested vendor has been identified and input this information if applicable.
5. If this is a GSA purchase, ensure that the applicable GSA contract number is included in the appropriate section.
6. Review each line item to confirm that detailed specifications and salient characteristics are provided, such as dimensions, manufacturer’s part number, and brand name.
7. Ensure that similar items are grouped together in the PR and that the correct shipping address/DODAAC is included for each item.
8. Check for a reasonable delivery date, typically 30-60 calendar days after receipt of order, added for each line item.
9. Confirm the correct DFAS Payment address and DODAAC are provided.
10. If applicable, indicate whether the acquisition is for a brand name or equal product and attach the necessary memorandum.
11. Prioritize the acquisition according to the specified definitions, noting the required completion days.
12. If DOIM approval is required, make sure to route the PR through DOIM for approval.
13. Assess whether the requirement will affect land or natural resources and obtain environmental coordination as needed.
14. If applicable, obtain Property Book Officer approval and route the PR for approval through the Consolidated Property Book Officer.
15. Determine if TSC approval is required and route the PR through TSC Government Staff if necessary.
16. For service acquisitions, attach an acceptable Statement of Work if required and ensure it meets FAR guidelines.
17. If the service exceeds $2,500, provide Equivalent Rates for Federal Hires.
18. Verify that all attachments to the PR, such as drawings or the Statement of Work, are complete and submitted to the Department of Commerce.
19. If applicable, include signed/approved Service Contract Approval with the PR Web submission.
20. Lastly, provide the necessary signatures and dates where indicated before saving, downloading, printing, or sharing the completed form.

Complete your documentation online today to streamline your procurement process.