ATTACHMENT J - Procurement Package Template and 6500

Customer Reference Guide/Procurement Package
Attachment 3: Equipment & Supply
PURPOSE: To ensure standardization of the submission process for equipment and supply projects, complete this checklist and submit it with your request for procurement. If you have any questions on the requirements, please reach out to your Acquisition & Utilization Specialist (AUS, if applicable, and/or the Network Contracting Office (NCO).

ALL DOCUMENTS ARE TO BE PROVIDED ELECTRONICALLY THROUGH FORCE

DATE:

2237#

COR NOMINATION (if applicable) REFERENCE: Appendix F COR Roles-Responsibilities of the Customer Reference Guide

COR NAME:

COR TELEPHONE #:

___

DATE COR TRAINING COMPLETED:

(Submit a copy of the training certificate
and Continuous Learning Points status with the procurement package) LINK TO: COR Nomination Memo

Enclosed

Not
Required

1. Requestor (Program Office): Provide a list of users of the supplies/services being requested, by department, name, and telephone number. The list should include a person and/or user group responsible for the quality requirements of the contract.
List the departments who will use the supply or service being requested. Include contact information for each department.
2. 2237: Indicate below if the 2237 corresponding to this request is funded or unfunded.

FUNDED

UNFUNDED

In almost all cases, the project needs to be funded before moving forward. The 2237 needs to be submitted through the Approving Official, the Accountable Officer, and the stations IFCAP system. If it is unfunded, please draft a Certification of Funding memorandum and have it endorsed by the Capital Asset Manager and Fiscal.

Chapter 7, Detailed Customer Procedures
Revision: 24
Effective Date: 04/15/26

Customer Reference Guide/Procurement Package
Attachment 3: Equipment & Supply
3. Major Acquisition Integrated Product Team (IPT) Requirement Due to the rescission of VA Procurement Policy Memorandum (2017-05) Use of Integrated Product Teams (IPT) for Major Acquisitions (see Acquisition Policy Flash 25-23), the Director of Contracting (DoC) will determine the need for an IPT based on the complexity of the procurement and risk to the Government. Information regarding IPT formulation and resources can be found in VA Acquisition Manual (VAAM) M807 Acquisition Planning, as part of the planner’s responsibilities.
4. High Tech Medical Equipment (HTME) with Maintenance Services built in: The National Acquisition Center (NAC) has issued a full listing of HTME contracts where some vendors offer both equipment and