# Pricing Compliance Checklist

## Purpose

This checklist ensures that pricing volumes meet all RFQ requirements, demonstrate cost realism, and present a competitive yet profitable pricing strategy. It helps pricing teams verify that labor categories, rates, and assumptions are properly documented and justified.

## Instructions

1. Complete this checklist before finalizing the pricing volume
2. Mark each item as either:
   - ✅ Compliant (meets requirements)
   - ❌ Non-compliant (fails to meet requirements)
   - ⚠️ Partially Compliant (needs improvement)
3. For any non-compliant or partially compliant items, note specific actions needed
4. Address all issues before finalizing the pricing volume

## Pricing Volume Structure

| #   | Item                                                | Status | Notes |
| --- | --------------------------------------------------- | ------ | ----- |
| 1.1 | All required pricing forms/formats included         |        |       |
| 1.2 | Pricing organized according to RFQ instructions     |        |       |
| 1.3 | Electronic formats match requirements (Excel, etc.) |        |       |
| 1.4 | All required pricing periods included               |        |       |
| 1.5 | Option periods properly structured                  |        |       |
| 1.6 | Pricing volume formatting meets requirements        |        |       |
| 1.7 | All required signatures included                    |        |       |

## Labor Category Compliance

| #   | Item                                                 | Status | Notes |
| --- | ---------------------------------------------------- | ------ | ----- |
| 2.1 | Labor categories align with RFQ requirements         |        |       |
| 2.2 | Labor category descriptions provided                 |        |       |
| 2.3 | Qualifications for each category defined             |        |       |
| 2.4 | Mapping to contract labor categories (if applicable) |        |       |
| 2.5 | Labor categories consistent with technical approach  |        |       |
| 2.6 | Specialized categories properly justified            |        |       |
| 2.7 | Labor category structure supports staffing plan      |        |       |

## Rate Structure

| #   | Item                                           | Status | Notes |
| --- | ---------------------------------------------- | ------ | ----- |
| 3.1 | Labor rates within competitive range           |        |       |
| 3.2 | Rate build-up methodology documented           |        |       |
| 3.3 | Direct vs. fully burdened rates clearly shown  |        |       |
| 3.4 | Rate escalation methodology explained          |        |       |
| 3.5 | Rate ranges (if applicable) properly justified |        |       |
| 3.6 | Discount strategy (if applicable) documented   |        |       |
| 3.7 | Rate card compliance with contract vehicle     |        |       |

## Cost Elements

| #   | Item                                    | Status | Notes |
| --- | --------------------------------------- | ------ | ----- |
| 4.1 | All required cost elements included     |        |       |
| 4.2 | Indirect rates properly applied         |        |       |
| 4.3 | ODCs properly categorized and priced    |        |       |
| 4.4 | Travel costs itemized and justified     |        |       |
| 4.5 | Material costs documented and supported |        |       |
| 4.6 | Subcontractor costs properly integrated |        |       |
| 4.7 | Fee/profit structure complies with RFQ  |        |       |

## Cost Narrative & Assumptions

| #   | Item                                           | Status | Notes |
| --- | ---------------------------------------------- | ------ | ----- |
| 5.1 | Cost narrative addresses all pricing elements  |        |       |
| 5.2 | Pricing assumptions clearly documented         |        |       |
| 5.3 | Basis of estimate explained                    |        |       |
| 5.4 | Cost realism justification included            |        |       |
| 5.5 | Price reasonableness demonstrated              |        |       |
| 5.6 | Pricing methodology explained                  |        |       |
| 5.7 | Assumptions consistent with technical approach |        |       |

## Cost Realism & Reasonableness

| #   | Item                                         | Status | Notes |
| --- | -------------------------------------------- | ------ | ----- |
| 6.1 | Labor hours align with technical approach    |        |       |
| 6.2 | Staffing levels appropriate for requirements |        |       |
| 6.3 | Labor mix supports technical solution        |        |       |
| 6.4 | Rates supported by market data or history    |        |       |
| 6.5 | ODCs realistic for proposed approach         |        |       |
| 6.6 | Cost efficiencies highlighted and justified  |        |       |
| 6.7 | Overall price competitive yet realistic      |        |       |

## Compliance with Cost Instructions

| #   | Item                                        | Status | Notes |
| --- | ------------------------------------------- | ------ | ----- |
| 7.1 | All Section L pricing instructions followed |        |       |
| 7.2 | Required cost breakdowns provided           |        |       |
| 7.3 | Pricing templates completed correctly       |        |       |
| 7.4 | Electronic file formats correct             |        |       |
| 7.5 | Mathematical accuracy verified              |        |       |
| 7.6 | Cross-volume consistency maintained         |        |       |
| 7.7 | All pricing questions addressed             |        |       |

## Pricing Compliance Summary

**Pricing Status:** [Compliant / Needs Revision / Non-compliant]

**Key Strengths:**
[List strongest aspects of pricing approach]

**Required Corrections:**
[List specific pricing issues requiring correction]

## Approval

| Role              | Name | Verification | Date |
| ----------------- | ---- | ------------ | ---- |
| Pricing Lead      |      |              |      |
| Contracts Manager |      |              |      |
| Finance Manager   |      |              |      |
| Proposal Manager  |      |              |      |