Check whether a mandatory government source must be used first
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the requiring document, record whether the need is supplies or services, and list any mandatory source the file already says was checked. Do not decide that an exception applies.
- What the lawyer must review
- The lawyer decides whether FAR 8.002 requires a mandatory source before an open solicitation. Except as required by FAR 8.003, which was not opened, or as otherwise provided by law, agencies shall satisfy requirements from the mandatory sources in descending order. For supplies that order is the requiring agency's own inventories, excess from other agencies, Federal Prison Industries, supplies on the Procurement List of the Committee for Purchase From People Who Are Blind or Severely Disabled, then wholesale sources such as GSA stock programs, the Defense Logistics Agency, the Department of Veterans Affairs, and military inventory control points. For services, the mandatory source named on the page is services on that same Procurement List. The statutory obligation for Procurement List items also applies when a contractor buys them for Government use. Other sources may be used as prescribed in the regulations the section cites, including unusual and compelling urgency. Those regulations were not opened.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes identifying points for review. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Open each relied-on authority independently. Confirm its existence, current status, proposition and any quotation or pinpoint reference.
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- Verify the applicable jurisdiction and the version of each relevant law, rule or instrument in force at the material time.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.