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How to Read Contracts Presented by Nancy Brown Todays Agenda! 2 Study Request for Proposal Sections Request for Quote template Request for Proposal Federal government RFP format 4 Section A. Information to Offerors or Quoters


  1. How to Read Contracts Presented by Nancy Brown

  2. Today’s Agenda! 2 § Study Request for Proposal Sections § Request for Quote template

  3. Request for Proposal

  4. Federal government RFP format 4 Section A. Information to Offerors or Quoters Section B. Supplies or Services and Price/Costs Section C. Statement of Work (SOW) Section D. Packages and Marking Section E. Inspection and Acceptance Section F. Deliveries or Performance Section G. Contract Administrative Data Section H. Special Contract Requirements Section I. Contract Clauses/General Provisions Section J. Attachments, Exhibits Section K. Representations/CertiOications and Statements of Offerors Section L. Proposal Preparation Instructions and Other Section M. Evaluation Criteria

  5. Section A. Information to Offerors or Quoters 5 This section identiOies: Title of the solicitation • Solicitation number • Point of agency contact (POC), • How to acknowledge amendments. • This section appears as a one page form •

  6. Section B. Supplies or Services and Price/Costs 6 DeOines the type of contract • IdentiOies contract line items (CLINS) • Subcontract line items (SLINS) • All other billable items • Describes the period of performance • Discusses potential option periods (if any) • Total hours - typically estimates only • You respond to this section in a form with cost and pricing guidelines. •

  7. Section C. Statement of Work (SOW) 7 Describes what the government agency wants you to do or supply. • It is important to list every item on the required sow and state how • you will deliver what is needed. Insert your business name as the “respondent” and reinforce that you will • provide the services requested. You can also create a supporting section to highlight your approach to • delivering on the listed sow and illustrate your Oirm’s capabilities to the agency .

  8. Section D. Packages and Marking 8 This section deOines contract deliverables. • It includes speciOic instructions regarding timing, location, and delivery • details for your response to the RFP. Make sure you pay attention to and follow all instructions in the RFP. If you • don’t, it could affect costs, raise logistics issues, and result in a nonresponsive proposal.

  9. Section E. Inspection and Acceptance 9 Describes the process by which the government ofOicially accepts • deliverables What will happen if the work is not accepted • Oversight manager can inspect and test the goods and services during the • term of the award. Government reserves 10 business days from delivery date to decide if you • comply with agreement What happens if the issue is not corrected •

  10. Section F. Deliveries or Performance 10 DeOines how the Contracting OfOicer will control the work performed and • how you will deliver certain contract items. Addresses clauses incorporated by reference including the place of • Delivery or Performance Highlights speciOic deliverables stated in the contract and expected by the • agency within a certain time period Lists the Period of Performance for each phase of the contract. •

  11. Section G. Contract Administrative Data 11 How the Contracting OfOicer and your Oirm will communicate to ensure • both performance and prompt payment. Shows all clauses by reference • Agency Personnel: Contracting OfOicer and Oversight Managers • Method of Payment • Compensation Ceiling • Invoice •

  12. Section H. Special Contract Requirements 12 Key Personnel • Emergency Preparedness • Protecting Sensitive Information • Background Investigations • Post-Government Employment CertiOications •

  13. Section I. Contract Clauses/General Provisions 13 Governing Law • Independent Contractors • Subcontracting Reporting • Audit of Records • Public Release of Contract Award and Advertising and Publicity Information •

  14. Section J. Attachments, Exhibits 14 Attachments and Exhibits ranging from technical speciOications through • statement of work items and accepted labor categories required by the federal government.

  15. Section K. Representations/CertiQications and Statements of Offerors 15 You have acted according to procurement integrity regulations • Your taxpayer identiOication • The status of personnel • Ownership of your Oirm • Type of business organization • Authorized negotiators • Comply with afOirmative action guidelines • Whether you qualify for the set-aside such as a small business, disadvantaged • business, and/or women owned business, etc.

  16. Section L. Proposal Preparation Instructions and Other 16 How to format the documents • How to organize/outline material • How to submit questions regarding the RFP or procurement • How the proposal is to be delivered • Notices, conditions, or other instructions •

  17. Section M. Evaluation Criteria 17 Show how they will review and assess each written proposal against the • stated evaluation. They will give you assigned points according to the stated technical • factors. Reviewing and assessing the proposal according to responsiveness and • compliance with submission requirements.

  18. Request for Quote

  19. Kentucky Procurement Technical Assistance Center FREE services: 19 Ø Secure necessary registrations Ø Identify government opportunities Ø Set-aside certifications Ø Contract and proposal review Ø Procurement histories and awards Ø Coaching and mentoring

  20. Q&A 20 New to KYPTAC? Request our FREE services by visiting kyptac.com or email kyptacinfo@kstc.com

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