National Institutes of Health Contracting Officer’s Representative (COR ...

National Institutes of Health Contracting Officer's Representative

(COR) Handbook

Acquisition Planning to Contract Closeout

NIH Optimize Acquisitions

Last Modified: January 2021

Page | 0

Version # 1.0

Author

Effective Date

Optimize Acquisitions Program/Contracting Workforce WG

December 2020

Changes Made Baseline Version

Page | 1

Table of Contents

Introduction ................................................................................................................................................. 4 Step 1: Initial Acquisition Planning Meeting ............................................................................................ 6

1.0 Introduction.................................................................................................................................... 7 2.0 Purpose ......................................................................................................................................... 7 3.0 Roles and Responsibilities ............................................................................................................ 7 4.0 Expected Outcome........................................................................................................................ 7 5.0 Associated Documents ................................................................................................................. 7 Step 2: Market Research & Acquisition Strategy .................................................................................. 14 1.0 Introduction.................................................................................................................................. 15 2.0 Purpose ....................................................................................................................................... 15 3.0 Roles and Responsibilities .......................................................................................................... 16 4.0 Expected Outcome...................................................................................................................... 17 5.0 Associated Documents ............................................................................................................... 17 Step 3: Acquisition Plan ........................................................................................................................... 24 1.0 Introduction.................................................................................................................................. 25 2.0 Purpose ....................................................................................................................................... 25 3.0 Roles and Responsibilities .......................................................................................................... 25 4.0 Expected Outcome...................................................................................................................... 26 5.0 Associated Documents ............................................................................................................... 26 Step 4: Solicitation .................................................................................................................................... 76 1.0 Introduction.................................................................................................................................. 77 2.0 Purpose ....................................................................................................................................... 77 3.0 Roles and Responsibilities .......................................................................................................... 77 4.0 Expected Outcome...................................................................................................................... 77 5.0 Associated Documents.............................................................................................77 Step 5A: Evaluation and Negotiation(R&D)............................................................................................ 78 1.0 Introduction............................................................................................................ 79

2.0 Purpose ....................................................................................................................................... 79 3.0 Roles and Responsibilities .......................................................................................................... 79 4.0 Expected Outcome...................................................................................................................... 80 5.0 Associated Documents ............................................................................................................... 80 Step 5B: Evaluation and Negotiation (Non-R&D)................................................................................... 81 1.0 Introduction.................................................................................................................................. 82

Page | 2

2.0 Purpose ....................................................................................................................................... 82 3.0 Roles and Responsibilities .......................................................................................................... 82 4.0 Expected Outcome...................................................................................................................... 83 5.0 Associated Documents ............................................................................................................... 83 Step 6: Source Selection .......................................................................................................................... 84 1.0 Introduction.................................................................................................................................. 85 2.0 Purpose ....................................................................................................................................... 85 3.0 Roles and Responsibilities .......................................................................................................... 85 4.0 Expected Outcome...................................................................................................................... 86 5.0 Associated Documents ............................................................................................................... 86 Step 7: Award ............................................................................................................................................ 89 1.0 Introduction.................................................................................................................................. 90 2.0 Purpose ....................................................................................................................................... 90 3.0 Roles and Responsibilities .......................................................................................................... 90 4.0 Expected Outcome...................................................................................................................... 90 5.0 Associated Documents ............................................................................................................... 90 Step 8: Administration.............................................................................................................................. 91 1.0 Introduction.................................................................................................................................. 92 2.0 Purpose ....................................................................................................................................... 92 3.0 Roles and Responsibilities .......................................................................................................... 92 4.0 Expected Outcome...................................................................................................................... 92 5.0 Associated Documents ............................................................................................................... 93 Step 9: Closeout ...................................................................................................................................... 103 1.0 Introduction................................................................................................................................ 104 2.0 Purpose ..................................................................................................................................... 104 3.0 Roles and Responsibilities ........................................................................................................ 104 4.0 Expected Outcome.................................................................................................................... 105 5.0 Associated Documents ............................................................................................................. 105

Page | 3

Contracting Officer Representative (COR) Handbook

Introduction

NIH Optimize Acquisitions

Page | 4

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download