As prescribed in 1815.408-70(c), use the following provision:
PROPOSAL ADEQUACY CHECKLIST (MAR 2014)
The offeror shall complete the following checklist, providing location of requested information, or an explanation of why the requested information is not provided. In preparation of the offeror's checklist, offerors may elect to have their prospective subcontractors use the same or similar checklist as appropriate.
Proposal Adequacy Checklist----------------------------------------------------------------------------------------------------------------
If not provided
explain (may
use
References Submission item Proposal page continuation
No. pages traceable
to this
checklist)----------------------------------------------------------------------------------------------------------------
GENERAL INSTRUCTIONS----------------------------------------------------------------------------------------------------------------1. FAR 15.408, Table 15-2, Is there a properly completed first page of
Section I Paragraph A. the proposal per FAR 15.408 Table 15-2 I.A
or as specified in the solicitation?2. FAR 15.408, Table 15-2, Does the proposal identify the need for
Section I Paragraph A(7). Government-furnished material/tooling/test
equipment? Include the accountable contract
number and contracting officer contact
information if known.3. FAR 15.408, Table 15-2, If your organization is subject to Cost
Section I Paragraph A(8). Accounting Standards (CAS), does the
proposal identify the current status of your
CAS Disclosure Statement? 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?4. FAR 15.408, Table 15-2, Does the proposal disclose any other known
Section I, Paragraph C(1). activity that could materially impact the
costs?FAR 2.101, ``Cost or pricing This may include, but is not limited to, such
data''. 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.5. FAR 15.408, Table 15-2, Is an Index of all certified cost or pricing
Section I Paragraph B. data and information accompanying or
identified in the proposal provided and
appropriately referenced?
6. FAR 15.403-1(b).............. 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.)7. FAR 15.408, Table 15-2, Does the proposal disclose the judgmental
Section I Paragraph C(2)(i). factors applied and the mathematical or
other methods used in the estimate,
including those used in projecting from
known data?8. FAR 15.408, Table 15-2, Does the proposal disclose the nature and
Section I Paragraph C(2)(ii). amount of any contingencies included in the
proposed price?9. FAR 15.408 Table 15-2, Does the proposal explain the basis of all
Section II, Paragraph A or B. cost estimating relationships (labor hours
or material) proposed on other than a
discrete basis?10. FAR 15.408, Table 15-2, Is there a summary of total cost by element
Section I Paragraphs D and E. 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.)11. FAR 15.408, Table 15-2, If more than one Contract Line Item Number
Section I Paragraphs D and E. (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?12. FAR 15.408, Table 15-2, Does the proposal identify any incurred costs
Section I Paragraph F. for work performed before the submission of
the proposal?13. FAR 15.408, Table 15-2, Is there a Government forward pricing rate
Section I Paragraph G. 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?----------------------------------------------------------------------------------------------------------------
COST ELEMENTS----------------------------------------------------------------------------------------------------------------
MATERIALS AND SERVICES----------------------------------------------------------------------------------------------------------------14. FAR 15.408, Table 15-2, Does the proposal include a consolidated
Section II Paragraph A. 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.----------------------------------------------------------------------------------------------------------------
SUBCONTRACTS (Purchased materials or services)----------------------------------------------------------------------------------------------------------------15. FAR 15.404-3(c)............. Per the thresholds of FAR 15.404-3(c),FAR 52.244-2.................... Subcontract Pricing Considerations, does the
proposal include a copy of the applicable
subcontractor's certified cost or pricing
data?16. FAR 15.408, Table 15-2, Note Is there a price/cost analysis establishing
1; Section II Paragraph A. 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?----------------------------------------------------------------------------------------------------------------
EXCEPTIONS TO CERTIFIED COST OR PRICING DATA----------------------------------------------------------------------------------------------------------------17. FAR 52.215-20............... Has the offeror submitted an exception to theFAR 2.101, ``commercial item''.. 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
(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)?18. FAR 15.408, Table 15-2, Does the proposal support the degree of
Section II Paragraph A(1). competition and the basis for establishing
the source and reasonableness of price for
each subcontract or purchase order priced on
a competitive basis exceeding the threshold
for certified cost or pricing data?----------------------------------------------------------------------------------------------------------------
INTERORGANIZATIONAL TRANSFERS----------------------------------------------------------------------------------------------------------------19. FAR 15.408, Table 15-2, For inter-organizational transfers proposed
Section II Paragraph A.(2). at cost, does the proposal include a
complete cost proposal in compliance with
Table 15-2?20. FAR 15.408, Table 15-2, For inter-organizational transfers proposed
Section II Paragraph A(1). at price in accordance with FAR 31.205-
26(e), does the proposal provide an analysis
by the prime that supports the exception
from certified cost or pricing data in
accordance with FAR 15.403-1?----------------------------------------------------------------------------------------------------------------
DIRECT LABOR----------------------------------------------------------------------------------------------------------------21. FAR 15.408, Table 15-2, Does the proposal include a time phased
Section II Paragraph B. (i.e.; monthly, quarterly) breakdown of
labor hours, rates and costs by category or
skill level? If labor is the allocation base
for indirect costs, the labor cost must be
summarized in order that the applicable
overhead rate can be applied.22. FAR 15.408, Table 15-2, For labor Basis of Estimates (BOEs), does the
Section II Paragraph B. proposal include labor categories, labor
hours, and task descriptions, (e.g.;
Statement of Work reference, applicable
CLIN, Work Breakdown Structure, rationale
for estimate, applicable history, and time-
phasing)?23. FAR subpart 22.10........... If covered by the Service Contract Labor
Standards statute (41 U.S.C. chapter 67),
are the rates in the proposal in compliance
with the minimum rates specified in the
statute?----------------------------------------------------------------------------------------------------------------
INDIRECT COSTS----------------------------------------------------------------------------------------------------------------24. FAR 15.408, Table 15-2, Does the proposal indicate the basis of
Section II Paragraph C. estimate for proposed indirect costs and how
they are applied? (Support for the indirect
rates could consist of cost breakdowns,
trends, and budgetary data.)----------------------------------------------------------------------------------------------------------------
OTHER COSTS----------------------------------------------------------------------------------------------------------------25. FAR 15.408, Table 15-2, Does the proposal include other direct costs
Section II Paragraph D. and the basis for pricing? If travel is
included does the proposal include number of
trips, number of people, number of days per
trip, locations, and rates (e.g. airfare,
per diem, hotel, car rental, etc)?26. FAR 15.408, Table 15-2, If royalties exceed $1,500 does the proposal
Section II Paragraph E. provide the information/data identified by
Table 15-2?27. FAR 15.408, Table 15-2, When facilities capital cost of money is
Section II Paragraph F. proposed, does the proposal include
submission of Form CASB-CMF or reference to
an FPRA/FPRP and show the calculation of the
proposed amount?----------------------------------------------------------------------------------------------------------------
FORMATS FOR SUBMISSION OF LINE ITEM SUMMARIES----------------------------------------------------------------------------------------------------------------28. FAR 15.408, Table 15-2, Are all cost element breakdowns provided
Section III. using the applicable format prescribed in
FAR 15.408, Table 15-2 III? (or alternative
format if specified in the request for
proposal).29. FAR 15.408, Table 15-2, If the proposal is for a modification or
Section III Paragraph B. change order, have cost of work deleted
(credits) and cost of work added (debits)
been provided in the format described in FAR
15.408, Table 15-2.III.B?
30. FAR 15.408, Table 15-2, For price revisions/redeterminations, does
Section III Paragraph C. the proposal follow the format in FAR
15.408, Table 15-2.III.C?----------------------------------------------------------------------------------------------------------------
OTHER----------------------------------------------------------------------------------------------------------------31. FAR 16.4.................... If an incentive contract type, does the
proposal include offeror proposed target
cost, target profit or fee, share ratio,
and, when applicable, minimum/maximum fee,
ceiling price?32. FAR 16.203-4 and FAR 15.408 If Economic Price Adjustments are being
Table 15-2, Section II, proposed, does the proposal show the
Paragraphs A, B, C, and D. rationale and application for the economic
price adjustment?33. FAR 52.232-28............... If the offeror is proposing Performance-Based
Payments--did the offeror comply with FAR
52.232-28?34. FAR 15.408(n)............... Excessive Pass-through Charges--FAR 52.215-22................... Identification of Subcontract Effort: If theFAR 52.215-23................... offeror intends to subcontract more than 70%
of the total cost of work to be performed,
does the proposal identify: (i) the amount
of the offeror's indirect costs and profit
applicable to the work to be performed by
the proposed subcontractor(s); and (ii) a
description of the added value provided by
the offeror as related to the work to be
performed by the proposed subcontractor(s)?----------------------------------------------------------------------------------------------------------------
(End of provision) [79 FR 10688, Feb. 26, 2014]