Attachment B: Managed Competition Checklist

Phase II: Perform Competition
Task E: Prepare for Competition
E-1 through E-4 Determine if employee organization will be asked to participate.
E-1 Define roles and responsibilities
Appoint Competition Manager, Department Work Team and Team Leader.
E-2 Develop project management plan
Complete the Contract Business Plan Review (CBPR)
Obtain DCAO approval and Department Head review of CBPR forms.
E-3 Assess department proposal preparation needs
Person
Assigned
Date
Completed
E-4 Initiate reengineering
Task F: Prepare and Issue RFP/RFB
F-1 through F-6 Involve employee organization for assistance and review.
F-1 Develop statement of work
F-2 Develop draft RFP/RFB
Develop draft RFP/RFB consistent with County procurement guidelines.
Ensure RFP/RFB includes the SOW, solicitation schedule, proposal
instructions, process description, general terms and conditions, and any
necessary exhibits or attachments.
F-3 Conduct internal review
Circulate the draft RFP/RFB for internal review by the appropriate County
departments involved in the procurement.
Incorporate feedback into draft RFP/RFB.
Approval of RFP and Board Letter.
F-4 Obtain Board approval
Request authorization from the Board of Supervisors to issue the RFP and
award the contract if external vender is selected.
F-5 Conduct stakeholder review and finalize RFP/RFB
Issue a Request for qualifications (RFQ), if necessary.
Distribute draft RFP/RFB to stakeholder for feedback.
Update and finalize the RFP/RFB based on input received during the
stakeholder review.
Finalize RFP/RFB advertised and distributed consistent with County
guidelines and methods for issuing solicitation documents.
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