119 lines
6.0 KiB
Markdown
119 lines
6.0 KiB
Markdown
# Pricing Compliance Checklist
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## Purpose
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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.
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## Instructions
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1. Complete this checklist before finalizing the pricing volume
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2. Mark each item as either:
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- ✅ Compliant (meets requirements)
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- ❌ Non-compliant (fails to meet requirements)
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- ⚠️ Partially Compliant (needs improvement)
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3. For any non-compliant or partially compliant items, note specific actions needed
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4. Address all issues before finalizing the pricing volume
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## Pricing Volume Structure
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| # | Item | Status | Notes |
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| --- | --------------------------------------------------- | ------ | ----- |
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| 1.1 | All required pricing forms/formats included | | |
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| 1.2 | Pricing organized according to RFQ instructions | | |
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| 1.3 | Electronic formats match requirements (Excel, etc.) | | |
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| 1.4 | All required pricing periods included | | |
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| 1.5 | Option periods properly structured | | |
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| 1.6 | Pricing volume formatting meets requirements | | |
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| 1.7 | All required signatures included | | |
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## Labor Category Compliance
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| # | Item | Status | Notes |
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| --- | ---------------------------------------------------- | ------ | ----- |
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| 2.1 | Labor categories align with RFQ requirements | | |
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| 2.2 | Labor category descriptions provided | | |
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| 2.3 | Qualifications for each category defined | | |
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| 2.4 | Mapping to contract labor categories (if applicable) | | |
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| 2.5 | Labor categories consistent with technical approach | | |
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| 2.6 | Specialized categories properly justified | | |
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| 2.7 | Labor category structure supports staffing plan | | |
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## Rate Structure
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| # | Item | Status | Notes |
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| --- | ---------------------------------------------- | ------ | ----- |
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| 3.1 | Labor rates within competitive range | | |
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| 3.2 | Rate build-up methodology documented | | |
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| 3.3 | Direct vs. fully burdened rates clearly shown | | |
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| 3.4 | Rate escalation methodology explained | | |
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| 3.5 | Rate ranges (if applicable) properly justified | | |
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| 3.6 | Discount strategy (if applicable) documented | | |
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| 3.7 | Rate card compliance with contract vehicle | | |
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## Cost Elements
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| # | Item | Status | Notes |
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| --- | --------------------------------------- | ------ | ----- |
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| 4.1 | All required cost elements included | | |
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| 4.2 | Indirect rates properly applied | | |
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| 4.3 | ODCs properly categorized and priced | | |
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| 4.4 | Travel costs itemized and justified | | |
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| 4.5 | Material costs documented and supported | | |
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| 4.6 | Subcontractor costs properly integrated | | |
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| 4.7 | Fee/profit structure complies with RFQ | | |
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## Cost Narrative & Assumptions
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| # | Item | Status | Notes |
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| --- | ---------------------------------------------- | ------ | ----- |
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| 5.1 | Cost narrative addresses all pricing elements | | |
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| 5.2 | Pricing assumptions clearly documented | | |
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| 5.3 | Basis of estimate explained | | |
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| 5.4 | Cost realism justification included | | |
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| 5.5 | Price reasonableness demonstrated | | |
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| 5.6 | Pricing methodology explained | | |
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| 5.7 | Assumptions consistent with technical approach | | |
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## Cost Realism & Reasonableness
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| # | Item | Status | Notes |
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| --- | -------------------------------------------- | ------ | ----- |
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| 6.1 | Labor hours align with technical approach | | |
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| 6.2 | Staffing levels appropriate for requirements | | |
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| 6.3 | Labor mix supports technical solution | | |
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| 6.4 | Rates supported by market data or history | | |
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| 6.5 | ODCs realistic for proposed approach | | |
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| 6.6 | Cost efficiencies highlighted and justified | | |
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| 6.7 | Overall price competitive yet realistic | | |
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## Compliance with Cost Instructions
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| # | Item | Status | Notes |
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| --- | ------------------------------------------- | ------ | ----- |
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| 7.1 | All Section L pricing instructions followed | | |
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| 7.2 | Required cost breakdowns provided | | |
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| 7.3 | Pricing templates completed correctly | | |
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| 7.4 | Electronic file formats correct | | |
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| 7.5 | Mathematical accuracy verified | | |
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| 7.6 | Cross-volume consistency maintained | | |
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| 7.7 | All pricing questions addressed | | |
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## Pricing Compliance Summary
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**Pricing Status:** [Compliant / Needs Revision / Non-compliant]
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**Key Strengths:**
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[List strongest aspects of pricing approach]
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**Required Corrections:**
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[List specific pricing issues requiring correction]
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## Approval
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| Role | Name | Verification | Date |
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| ----------------- | ---- | ------------ | ---- |
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| Pricing Lead | | | |
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| Contracts Manager | | | |
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| Finance Manager | | | |
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| Proposal Manager | | | |
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