11 - Summary of Offer

Schedule 71 IIK – CFMS Solicitation 3FNC-B3-003001-B (Refresh #35)

Summary of Offer

Offeror shall complete this form and submit with their offer.

Offeror’s Name (include a “Doing Business As” (DBA), if applicable): _______________

DUNS Number: _______________

Tax Identification Number (TIN): _______________

Offeror’s Website Address: _______________

|_| Mark this box if your company does not have a website

Please indicate company’s primary NAICS Code for preponderance of work: _____________

Published Commercial Price List upon which the offer is based (if proposing multiple price lists, attach a complete list as a separate page):

1. Name of Price List: _______________

2. Effective Date of Price List: _______________

3. Effective date that the above commercial price list was implemented to commercial customers: ______________

4. If available electronically only, provide website and effective date of pricing: _______________

5. If a special catalog and/or price list is provided for the purpose of this offer, it shall include a statement indicating that it is a “verbatim extract from the contractor’s commercial catalog and/or price list”, and it shall “identify the commercial catalog and/or price list from which the information has been extracted”.

Labor Category Descriptions

|_| Offeror has attached a list of all offered labor categories, which matches all offered labor categories identified in the Pricing Proposal Excel File, and provided a detailed position description for each labor category. All offered position descriptions include functional responsibilities, minimum years of experience, minimum educational/degree requirements, and any applicable training or certification requirements. The firm has provided its commercial practices for substituting experience for education. The Offeror certifies that the attached list is current, accurate and complete for all offered labor categories/services, or classes

Freight Terms:

|_| Origin, Freight Prepaid and Add |_| Destination

If “Destination” is stated, indicate below whether or not prices submitted cover delivery “FOB Destination” in Alaska, Hawaii, and the Commonwealth of Puerto Rico:

Normal Delivery: Indicate below your normal delivery times after receipt of order (ARO) offered to your Commercial Customers and to the Government, adding rows as necessary:

Additional Offer Information:

|_| Prompt Payment Discount: ______ |_| Net 30 Days |_| Prompt Payment Discount:_____

Warranty:

Return Policy/Restocking Policy (if applicable)

Minimum Order Requirement

Note: The above format can be recreated to include more space for your responses.

Leasing/Rental: Please indicate if you are offering Leasing and/or Rental.

Participating Dealers (Clause 552.216-73): Please indicate if you are using Participating Dealers.

|_| Yes |_| No

If you are using Participating Dealers, please provide a separate attachment entitled “List of Participating Dealers” and list the participating dealer(s) name, full address, phone number, point of contact, and the duties, i.e., able to take orders, collect payment, ship, warranty work, etc., for each Participating Dealer.

Accounting System: An adequate and auditable system for tracking Government sales separately from commercial sales, and for purposes of the Industrial Funding Fee, is required. This accounting system will be subject to review and examination by the Government, as appropriate.

Identify the name of the accounting system in place: _______________

Trade Agreements Act: An adequate system must be in place to ensure all products awarded on GSA schedule contracts are compliant with the Trade Agreements Act (TAA), Clause 52.225-5. Please describe your plan to monitor the production point of products awarded on contract to ensure that they are TAA compliant when added and that they remain TAA compliant while on contract, particularly for products your company does not manufacture itself. Your plan should reflect a proactive approach and should not rely on the manufacturer to notify you of changes in production points.

Describe your Plan to Monitor: _______________

AbilityOne (formerly JWOD): The undersigned hereby confirms that I have reviewed both of the AbilityOne websites located at www.abilityone.com and www.abilityone.gov, and certify that any products determined to be essentially the same (ETS) as have been excluded from this offer, and that a list of all excluded products is included with the offer.

Identify the system in place and how compliance will be monitored: _______________

Government-wide Commercial Purchase Card: Clause 552.232-79, Payment by Credit Card, requires all contractors to accept the Government-wide Commercial Purchase Card for purchases at or below the micro-purchase threshold.

Please indicate if you will accept the government credit card for purchases above the micro-purchase threshold.

|_| Yes |_| No NOTE: Credit card fees or convenience fees may NOT be charged to the end customer.

If you are submitting this offer because your current GSA schedule contract is approaching its 20 year limit and the expiration of its final option period, indicate the contract number of your current contract below:

|_| N/A |_| Current contract number:

Economic Price Adjustment Offerors must select only ONE method (A, B, or C) below to apply to a resultant contract:

|_| A. Offerors with Established Catalog Prices: Commercial Items (as defined in FAR 2.101) with Established Catalog Prices: For proposed pricing based on commercial catalog pricing, Offeror has submitted a copy of its established commercial catalog (published and dated), internal business memorandum, pricing guide or rate card and indicate the applicable SIN for which products/services are being offered to the government. Commercial catalog pricing proposed under this procurement shall be submitted for the initial year only. The initial year pricing will be the base line of the five-year contract. Future price increases are subject to the Economic Price Adjustment Clause 552.216-70 (Alternate I-Sep 1999).

|_| B. Offerors without Established Catalog Prices: Commercial Items (as defined in FAR 2.101) For proposed pricing with no established catalog pricelist, internal business memorandum, pricing guide or rate card, Offerors must provide documentation on how they arrived at the proposed price. The Offeror shall provide documentation to substantiate proposed pricing (e.g., agreements with corporate customers, internal policies, market prices, quote sheets, invoices, cost build-up, etc.). The pricing documentation shall assure that pricing and price related terms and conditions are clear. Commercial pricing without established catalog prices can propose pricing based on an economic price adjustment clause I-FSS-969 or a market indicator, which is described below:

|_| (1) Adjustments based on escalation rates negotiated prior to contract award. Offeror requests that economic price adjustments under a resultant contract will be tied to clause I-FSS-969 – Economic Price Adjustment – FSS Multiple Award Schedule, paragraph (b) (1) (adjustments based on escalation rates negotiated prior to contract award);

The requested annual escalation rate is _________ (not to exceed solicitation maximum of 5% during any 12-month period as identified in paragraph (d)(4) of the clause). The offeror has submitted pricing spreadsheet(s) showing the requested annual escalation rates for the base contract period and all option years. The offeror certifies that the annual escalation rate requested conforms to its historic pricing escalation practices and agrees to provide the Government additional supporting documentation to validate requested escalation rate, if required.

OR

|_| (2) Adjustments based on an agreed-upon market indicator prior to award.

The market indicator, as used in this clause, means the originally released public index, public survey or other public, based market indicator. The market indicator shall be the originally released index, survey or market indicator, not seasonally adjusted, published by the [to be negotiated], and made available at [to be identified]. Any price adjustment shall be based on the percentage change in the designated (i.e. indicator identification and date) market indicator from the initial award to the latest available as of the anniversary date of the contract effective date, subject to paragraph (e), below. If the market indicator is discontinued or deemed no longer available or reliable by the Government, the Government and the Contractor will mutually agree to a substitute. The contract modification reflecting the price adjustment will be effective upon approval by the Contracting Officer, subject to paragraph (g), below. The adjusted prices shall apply to orders issued to the Contractor on or after the effective date of the contract modification.

Service Contract Labor Standards:

The offeror has read and acknowledges the requirements for Service Contract Labor Standards (SCLS) pursuant to clauses 52.222-41, 52.222-42, 52.222-43, and 52.222-49, and further verifies that all prices offered for labor categories covered by the SCLS meet or exceed the SCLS wage determination rates and fringe benefits for the areas where the offeror expects to perform the majority of work under the contract.

AND

|_| The offeror has included the applicable SCLS data in the Pricing Proposal Template (DOL Occupation code, DOL Occupation Title, DOL Wage Determination Number)

Travel

*Costs pertaining to travel are not included in the prices offered, and will be offered at the task order level only as applicable.

Professional Compensation Plan

|_| Offeror has completed and included in its offer a Professional Compensation Plan setting forth salaries, and fringe benefits proposed for the professional employees who will work under the contract in accordance with Clause 52.222-46, Evaluation of Compensation for Professional Employees.

Uncompensated Overtime

|_| The offeror has included in its offer a copy of the offeror’s policy that addresses uncompensated overtime in accordance with clause 52.237-10 (see the document entitled Regulations Incorporated by Reference for the full text of this clause).

STATEMENT

The undersigned hereby certify that the above information is correct. In addition, I fully understand and shall comply with clause 552.238-74, Industrial Funding Fee and Sales Reporting, and confirm that I have not made any changes to the terms and conditions of this solicitation.

Printed Name: _______________

Signature: _______________

Title: _______________

Date: _______________