DFARS 252.215-7009 - Proposal Adequacy Checklist

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Prescribed in DFAR 215.408

Effective Date:1 January 2014
Clause or Provision:Provision
Provision or Clause Number:S 252.215-7009 - Proposal Adequacy Checklist
Principle Type And/Or Purpose of Contract:
Required:Fixed Price Service; Cost Reimbursement Research and Development; Fixed Price Research and Development; Cost Reimbursement Supply; Fixed Price Supply; Cost Reimbursement Service; Fixed Price Construction; Cost Reimbursement Construction; Time and Materials/Labor Hour; Leasing of Motor Vehicles; Communication Services; Dismantling, Demolition, or Removal of Improvements; Architect-Engineering; Facilities; Indefinite Delivery; Transportation; 
Applicable:Fixed Price Service; Cost Reimbursement Research and Development; Fixed Price Research and Development; Cost Reimbursement Supply; Fixed Price Supply; Cost Reimbursement Service; Fixed Price Construction; Cost Reimbursement Construction; Time and Materials/Labor Hour; Leasing of Motor Vehicles; Communication Services; Dismantling, Demolition, or Removal of Improvements; Architect-Engineering; Facilities; Indefinite Delivery; Transportation; 
Optional:Fixed Price Service; Cost Reimbursement Research and Development; Fixed Price Research and Development; Cost Reimbursement Supply; Fixed Price Supply; Cost Reimbursement Service; Fixed Price Construction; Cost Reimbursement Construction; Time and Materials/Labor Hour; Leasing of Motor Vehicles; Communication Services; Dismantling, Demolition, or Removal of Improvements; Architect-Engineering; Facilities; Indefinite Delivery; Transportation; 
Subject:
ProcurementType:"Negotiated - Sole Source" is not in the list of possible values (Competitive Procurement, Sealed Bidding, Sole Source, Simplified Acquisition Procedures, Commercial Item) for this property.
Contract Threshold:>150,000
Prescription Overview:
Clause Overview:

{Template:! class="wikitable" Template:!- ! ITEM !! REFERENCES !! SUBMISSION ITEM !! PROPOSAL PAGE No. !! EXPLANATIONS Template:!- Template:! Template:!Template:! Template:!Template:! GENERAL INSTRUCTIONS Template:!Template:! Template:!Template:! Template:!- Template:! 1 Template:!Template:! FAR 15.408, Table 15-2, Section I Paragraph A Template:!Template:!Is there a properly completed first page of the proposal per FAR 15.408 Table 15-2 I.A or as specified in the solicitation? Template:!Template:! Template:!Template:! Template:!- Template:! 2 Template:!Template:!FAR 15.408, Table 15-2, Section I Paragraph A(7) Template:!Template:! Does the proposal identify the need for Government-furnished material/tooling/test equipment? Include the accountable contract number and contracting officer contact information if known. Template:!Template:! Template:!Template:! Template:!- Template:! 3 Template:!Template:! FAR 15.408, Table 15-2, Section I Paragraph A(8) Template:!Template:! Does the proposal identify and explain notifications of noncompliance with Cost Accounting Standards Board or Cost Accounting Standards (CAS); any proposal inconsistencies with your disclosed practices or applicable CAS; and inconsistencies with your established estimating and accounting principles and procedures? Template:!Template:! Template:!Template:! Template:!- Template:! 4 Template:!Template:! FAR 15.408, Table 15-2, Section I, Paragraph C(1)

FAR 2.101, “Cost or pricing data” Template:!Template:! Does the proposal disclose any other known activity that could materially impact the costs? This may include, but is not limited to, such factors as— (1) Vendor quotations;

(2) Nonrecurring costs;

(3) Information on changes in production methods and in production or purchasing volume;

(4) Data supporting projections of business prospects and objectives and related operations costs;

(5) Unit-cost trends such as those associated with labor efficiency;

(6) Make-or-buy decisions;

(7) Estimated resources to attain business goals; and

(8) Information on management decisions that could have a significant bearing on costs. Template:!Template:! Template:!Template:! Template:!- Template:! 5 Template:!Template:! FAR 15.408, Table 15-2, Section I Paragraph B Template:!Template:! Is an Index of all certified cost or pricing data and information accompanying or identified in the proposal provided and appropriately referenced? Template:!Template:! Template:!Template:! Template:!- Template:! 6 Template:!Template:! FAR 15.403-1(b) Template:!Template:! Are there any exceptions to submission of certified cost or pricing data pursuant to FAR 15.403-1(b)? If so, is supporting documentation included in the proposal? (Note questions 18-20.) Template:!Template:! Template:!Template:! Template:!- Template:! 7 Template:!Template:! FAR 15.408, Table 15-2, Section I Paragraph C(2)(i) Template:!Template:! Does the proposal disclose the judgmental factors applied and the mathematical or other methods used in the estimate, including those used in projecting from known data? Template:!Template:! Template:!Template:! Template:!- Template:! 8 Template:!Template:! FAR 15.408, Table 15-2, Section I Paragraph C(2)(ii) Template:!Template:! Does the proposal disclose the nature and amount of any contingencies included in the proposed price? Template:!Template:! Template:!Template:! Template:!- Template:! 9 Template:!Template:! FAR 15.408 Table 15-2, Section II, Paragraph A or B Template:!Template:! Does the proposal explain the basis of all cost estimating relationships (labor hours or material) proposed on other than a discrete basis? 

Template:!Template:! Template:!Template:!

Template:!- Template:! 10 Template:!Template:! FAR 15.408, Table 15-2, Section I Paragraphs D and E Template:!Template:! Is there a summary of total cost by element of cost and are the elements of cost cross-referenced to the supporting cost or pricing data? (Breakdowns for each cost element must be consistent with your cost accounting system, including breakdown by year.) Template:!Template:! Template:!Template:! Template:!- Template:! 11 Template:!Template:! FAR 15.408, Table 15-2, Section I Paragraphs D and E Template:!Template:! If more than one Contract Line Item Number (CLIN) or sub Contract Line Item Number (sub-CLIN) is proposed as required by the RFP, are there summary total amounts covering all line items for each element of cost and is it cross-referenced to the supporting cost or pricing data? Template:!Template:! Template:!Template:! Template:!- Template:! 12 Template:!Template:! FAR 15.408, Table 15-2, Section I Paragraph F 

Template:!Template:! Does the proposal identify any incurred costs for work performed before the submission of the proposal?

Template:!Template:! Template:!Template:! Template:!- Template:! 13 Template:!Template:! FAR 15.408, Table 15-2, Section I Paragraph G Template:!Template:! Is there a Government forward pricing rate agreement (FPRA)? If so, the offeror shall identify the official submittal of such rate and factor data. If not, does the proposal include all rates and factors by year that are utilized in the development of the proposal and the basis for those rates and factors? Template:!Template:! Template:!Template:! Template:!- Template:! Template:!Template:! Template:!Template:! COST ELEMENTS Template:!Template:! Template:!Template:! Template:!- Template:! Template:!Template:! Template:!Template:! MATERIALS AND SERVICES Template:!Template:! Template:!Template:! Template:!- Template:! 14 Template:!Template:! FAR 15.408, Table 15-2, Section II Paragraph A Template:!Template:! Does the proposal include a consolidated summary of individual material and services, frequently referred to as a Consolidated Bill of Material (CBOM), to include the basis for pricing? The offeror’s consolidated summary shall include raw materials, parts, components, assemblies, subcontracts and services to be produced or performed by others, identifying as a minimum the item, source, quantity, and price. Template:!Template:! Template:!Template:! Template:!- Template:! Template:!Template:! Template:!Template:! SUBCONTRACTS (Purchased Materials or Services) Template:!Template:! Template:!Template:! Template:!- Template:! 15 Template:!Template:! DFARS 215.404-3 Template:!Template:! Has the offeror identified in the proposal those subcontractor proposals, for which the contracting officer has initiated or may need to request field pricing analysis? Template:!Template:! Template:!Template:! Template:!- Template:! 16 Template:!Template:!FAR 15.404-3(c)

FAR 52.244-2 Template:!Template:! Per the thresholds of FAR 15.404-3(c), Subcontract Pricing Considerations, does the proposal include a copy of the applicable subcontractor’s certified cost or pricing data? Template:!Template:! Template:!Template:! Template:!- Template:! 17 Template:!Template:! FAR 15.408, Table 15-2, Note 1; Section II Paragraph A 

Template:!Template:! Is there a price/cost analysis establishing the reasonableness of each of the proposed subcontracts included with the proposal? If the offeror’s price/cost analyses are not provided with the proposal, does the proposal include a matrix identifying dates for receipt of subcontractor proposal, completion of fact finding for purposes of price/cost analysis, and submission of the price/cost analysis? 
Template:!Template:! Template:!Template:!

Template:!- Template:! Template:!Template:! Template:!Template:! EXCEPTIONS TO CERTIFIED COST OR PRICING DATA Template:!Template:! Template:!Template:! Template:!- Template:! 18 Template:!Template:! FAR 52.215-20


FAR 2.101, “commercial item” Template:!Template:! Has the offeror submitted an exception to the submission of certified cost or pricing data for commercial items proposed either at the prime or subcontractor level, in accordance with provision 52.215-20? 

 a.  Has the offeror specifically identified the type of commercial item claim (FAR 2.101 commercial item definition, paragraphs (1) through (8)), and the basis on which the item meets the definition?
 b.  For modified commercial items (FAR 2.101 commercial item definition paragraph (3)); did the offeror classify the modification(s) as either—
   i.  A modification of a type customarily available in the commercial marketplace (paragraph (3)(i)); or
   ii.  A minor modification (paragraph (3)(ii)) of a type not customarily available in the commercial marketplace made to meet Federal Government requirements not exceeding the thresholds in FAR 15.403-1(c)(3)(iii)(B)?
 c.  For proposed commercial items “of a type”, or “evolved” or modified (FAR 2.101 commercial item definition paragraphs (1) through (3)), did the contractor provide a technical description of the differences between the proposed item and the comparison item(s)?

Template:!Template:! Template:!Template:! Template:!- Template:! 19 Template:!Template:! Template:!Template:! Reserved Template:!Template:! Template:!Template:! Template:!- Template:! 20 Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!- Template:! Template:!Template:! Template:!Template:! INTER-ORGANIZATIONAL TRANSFERS Template:!Template:! Template:!Template:! Template:!- Template:! 21 Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!- Template:! 22 Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!- Template:! Template:!Template:! Template:!Template:! DIRECT LABOR Template:!Template:! Template:!Template:! Template:!- Template:! 23 Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!- Template:! 24 Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!- Template:! 25 Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!- Template:! Template:!Template:! Template:!Template:! INDIRECT COSTS Template:!Template:! Template:!Template:! Template:!- Template:! 26 Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!- Template:! Example Template:!Template:! Example Template:!Template:! OTHER COSTS Template:!Template:! Example Template:!Template:! Example Template:!- Template:! 27 Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!- Template:! 28 Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!- Template:! 29 Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!- Template:! Example Template:!Template:! Example Template:!Template:! FORMATS FOR SUBMISSION OF LINE ITEM SUMMARIES Template:!Template:! Example Template:!Template:! Example Template:!- Template:! 30 Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!- Template:! 31 Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!- Template:! 32 Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!- Template:! Example Template:!Template:! Example Template:!Template:! OTHER Template:!Template:! Example Template:!Template:! Example Template:!- Template:! 33 Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!- Template:! 34 Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!- Template:! 34a Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!- Template:! 35 Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!Template:! Example Template:!}

Important Notes/Requirements:
Subcontract Threshold:
Incorporated by Reference:Yes
Uniform Contract Format:
Editor:Marshall

Personal notes.

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