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<Project Name>

Office of System Integration (OSI)

Evaluation and Selection Plan

< Date of Document >

Appendix A : Schedule of Evaluation Events

Include the tentative schedule of events for the evaluation process. This schedule will need to be updated throughout the process once the number of bidders is determined.

Typical activities have been included in the template’s tables. Additional activities may be added as appropriate. The schedule below shows typical activities and timeframes. The starred items are dependent on the number of proposals received. Note that some of the activities may overlap (e.g., review of proposal sections and reference checks).

The tentative evaluation schedule for proposal evaluations is presented below. Changes to these schedules may be necessary based on the number of proposals received. The Procurement Official and Project Procurement Manager finalize the schedule prior to the Evaluation Team starting the reviews.

Table 6. Letter of Intent Review Schedule

Activity

Start Date

Completion Date

Submission Format Review

Letter of Intent Materials Review, including Corporate Qualifications, Financial Review and Bondability/Letter of Credit

Evaluator Orientation and Conflict of Interest Review

Corporate Reference Checks

Evaluation Team Meetings to Discuss Results of Reviews

Table 7. Draft Proposal Review Schedule

Activity

Start Date

Completion Date

Submission Format Review

Evaluator Orientation

Concurrent Administrative, SOW, PM, and Technical Reviews and Reference Checks

Evaluation Team Meetings to Finalize Confidential Discussion Agendas

Table 8. Confidential Discussions Schedule

Activity

Start Date

Completion Date

Schedule Confidential Discussions with Bidders

Send Confidential Discussion Agendas to Bidders

Evaluation Team Confidential Discussion Briefing

Bidder 1 Confidential Discussion

Bidder 2 Confidential Discussion

Bidder 3 Confidential Discussion

Bidder 4 Confidential Discussion

Bidder 5 Confidential Discussion

Table 9. Final Proposal Review Schedule

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