As prescribed in 215.408(5), use the following provision:
Proposal Adequacy Checklist (JAN 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
References Submission item Proposal (may use continuation
page No. pages)----------------------------------------------------------------------------------------------------------------
GENERAL INSTRUCTIONS----------------------------------------------------------------------------------------------------------------1. FAR 15.408, Table 15-2, Is there a properly completed first
Section I Paragraph A. page of 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
Section I Paragraph A(7). for 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, Does the proposal identify and explain
Section I Paragraph A(8). 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
Section I, Paragraph C(1). known activity that could materially
impact the costs?FAR 2.101, ``Cost or pricing This may include, but is not limited
data''. 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.5. FAR 15.408, Table 15-2, Is an Index of all certified cost or
Section I Paragraph B. pricing 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
Section I Paragraph C(2)(i). judgmental 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
Section I Paragraph C(2)(ii). and amount of any contingencies
included in the proposed price?9. FAR 15.408 Table 15-2, Section Does the proposal explain the basis of
II, Paragraph A or B. all 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
Section I Paragraphs D and E. 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.)
11. FAR 15.408, Table 15-2, If more than one Contract Line Item
Section I Paragraphs D and E. 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?12. FAR 15.408, Table 15-2, Does the proposal identify any
Section I Paragraph F. incurred costs for work performed
before the submission of the
proposal?13. FAR 15.408, Table 15-2, Is there a Government forward pricing
Section I Paragraph G. 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?----------------------------------------------------------------------------------------------------------------
COST ELEMENTS----------------------------------------------------------------------------------------------------------------
MATERIALS AND SERVICES----------------------------------------------------------------------------------------------------------------14. FAR 15.408, Table 15-2, Does the proposal include a
Section II Paragraph 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.----------------------------------------------------------------------------------------------------------------
SUBCONTRACTS (Purchased materials or services)----------------------------------------------------------------------------------------------------------------15. DFARS 215.404-3.............. 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?16. 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?17. FAR 15.408, Table 15-2, Note Is there a price/cost analysis
1; Section II Paragraph A. 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?----------------------------------------------------------------------------------------------------------------
EXCEPTIONS TO CERTIFIED COST OR PRICING DATA----------------------------------------------------------------------------------------------------------------18. FAR 52.215-20................ Has the offeror submitted an exceptionFAR 2.101, ``commercial item''... 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
(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)?19............................... [Reserved]20. FAR 15.408, Table 15-2, Does the proposal support the degree
Section II Paragraph A(1). of 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----------------------------------------------------------------------------------------------------------------21. FAR 15.408, Table 15-2, For inter-organizational transfers
Section II Paragraph A.(2). proposed at cost, does the proposal
include a complete cost proposal in
compliance with Table 15-2?22. FAR 15.408, Table 15-2, For inter-organizational transfers
Section II Paragraph A(1). proposed 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----------------------------------------------------------------------------------------------------------------23. FAR 15.408, Table 15-2, Does the proposal include a time
Section II Paragraph B. phased (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.24. FAR 15.408, Table 15-2, For labor Basis of Estimates (BOEs),
Section II Paragraph B. does the 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)?
25. 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----------------------------------------------------------------------------------------------------------------26. FAR 15.408, Table 15-2, Does the proposal indicate the basis
Section II Paragraph C. of 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----------------------------------------------------------------------------------------------------------------27. FAR 15.408, Table 15-2, Does the proposal include other direct
Section II Paragraph D. costs 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)?28. FAR 15.408, Table 15-2, If royalties exceed $1,500 does the
Section II Paragraph E. proposal provide the information/data
identified by Table 15-2?29. FAR 15.408, Table 15-2, When facilities capital cost of money
Section II Paragraph F. is 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----------------------------------------------------------------------------------------------------------------30. FAR 15.408, Table 15-2, Are all cost element breakdowns
Section III. provided using the applicable format
prescribed in FAR 15.408, Table 15-2
III? (or alternative format if
specified in the request for
proposal)31. FAR 15.408, Table 15-2, If the proposal is for a modification
Section III Paragraph B. or 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?32. FAR 15.408, Table 15-2, For price revisions/redeterminations,
Section III Paragraph C. does the proposal follow the format
in FAR 15.408, Table 15-2.III.C?----------------------------------------------------------------------------------------------------------------
OTHER----------------------------------------------------------------------------------------------------------------33. 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?34. FAR 16.203-4 and FAR 15.408 If Economic Price Adjustments are
Table 15-2, Section II, being proposed, does the proposal
Paragraphs A, B, C, and D. show the rationale and application
for the economic price adjustment?35. FAR 52.232-28................ If the offeror is proposing
Performance-Based Payments--did the
offeror comply with FAR 52.232-28?
36. FAR 15.408(n)................ Excessive Pass-through Charges--FAR 52.215-22.................... Identification of Subcontract Effort:FAR 52.215-23.................... If the 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) [78 FR 18872, Mar. 28, 2013, as amended at 78 FR 65218, Oct. 31, 2013; 79 FR 4633, Jan. 29, 2014]