Attachment__2_-_Discount_&_Pricing_Information_Worksheet_(v6).DOCX

DISCOUNT & PRICING INFORMATION

Attachment #3 Discount & Pricing Information Worksheet (V.6)

Vendors shall fully complete the information below:

(1.) Offeror’s Marketing Category (check applicable)

list)

e. _____ Other (specify)

(2.) Identification of a Pricelist as the Basis for this Offer (check applicable, circle type, and attach copy of the catalog/pricelist). All catalog/pricelists must be dated.

(3.) Indicate Type of Discount Offered (check all that are applicable)

a. _____ Flat rate across-the-board (same discount for all offered items)

b. _____ Single system or single product line (complete one copy of sections 4 through 7 for each)

be required depending on price structure)

e. _____ Tiered (volume based) discounts

(4.) Discounts

a. For the discount strategy identified in #3 above, provide a narrative summary of how discounts are established, how they apply to customers and how they are revised. For all types of discount strategies (except for Variable), provide a list of all discount categories and applicable discounts. Provide an explanation/description for each discount category identified. If offering volume based discounts, provide dollar or quantity tiers.

b. Do you have in effect discounts and/or concessions, for any customer or any class, which results in lower net prices than those offered the Government in this offer? This would include, but not be limited to the following, regardless of pricelist (circle responses below).

(i.) Yes No rebates of any kind, including year-end or end of contract

(ii.) Yes No multiple quantity unit pricing plan

(iii.) Yes No cumulative discounts of any type which cover items offered

(iv.) Yes No products that may be combined for maximum discounts

(v.) Yes No extended warranty (above 1 year requirement)

(vi.) Yes No other concessions (must specify - i.e. upgrade, accessories, clinical applications education, technical education, labor covered for extended hours of service, etc.)

If the answer to any of the above is “YES” please provide a detailed explanation, including the value expressed as a percentage of the list price.

c. Yes No Do you have a written pricing policy that lists the discounts offered to customers? The document may itemize or explain the methodology of offered discounts to customers via price, quantity or class structure. If so, please attach.

d. Based off the pricelist selected in question #2, list all the different customer class categories and GPO’s that your company has and the best and worst discount offered to each specific customer class and GPO. The discount should be a percentage and/or concession.

e. In accordance with the solicitation, vendors are required to complete the below DPI Summary Table in a separate Excel spreadsheet and provide other than cost or pricing data, as described below in sections (i.) through (v.):

Most Similar Customer (MSC)

Absolute Best Priced Customer (ABPC)

Best Committed Customer

Best Uncommitted Customer

Highest Priced Customer

(i.) Most Similar Customer (MSC). The MSC is defined as the most favored customer under a similar purchasing environment. A similar purchasing environment should be considered as customers of equal size to the Federal Government, the combination of all DLA and VA orders, with no guaranteed commitment level. Provide the name of your MSC and what discount and terms they receive. Include any quantity, dollar, or class tiers that may apply to this customer. Also provide the total annual sales for this customer. The Contracting Officer shall determine the exact number items that will require supporting invoices or GPO information after closing of the solicitation. The data must be from the last 12 months and a MACORR random sample may be used.

(ii.) Absolute Best Priced Customer (ABPC). Provide the name of the customer that receives the best pricing and what discount and terms they receive. Include any quantity, dollar, or class tiers that may apply to this customer. Also provide the total annual sales for this customer. The vendor must provide the 3 most recent invoices for full systems or single GPO agreement for this ABPC(s).

(iii.) Best Committed Customer. Provide the name of the committed customer that receives the best pricing and what discount and terms they receive. Include any quantity, dollar, class tiers and commitment level/type that may apply to this customer. Also provide the total annual sales are for this customer. If the Best Committed Customer differs from the ABPC, the vendor must provide the 3 most recent invoices for full systems or single GPO agreement for the Best Committed Customer. If the Best Committed Customer is the ABPC, then no information is required beyond confirmation of this fact.

(iv.) Best Uncommitted Customer. Provide the name of the uncommitted customer that receives the best pricing and what discount and terms they receive. Include any quantity, dollar, or class tiers that may apply to this customer. Also provide the total annual sales for this customer. The vendor must provide the 3 most recent invoices for full systems or single GPO agreement for the Best Uncommitted Customer.

(v.) Highest Priced Customer (Worst Price). Provide the customer or class of customer that receives the highest pricing and what discount and terms they receive. Also provide the total annual sales for this customer. The vendor must provide the 3 most recent invoices for full systems or GPO for the Highest Priced Customer.

(5.) Guarantee (Warranty)

a. Submit your standard commercial guarantee, or specify where it may be found in your catalog/pricelist included with this offer. Provide the percentage (or percentage range) or the catalog list price that your standard commercial guarantee is valued at: _____ OR from _____ to _____.

b. Indicate months for parts (tubes, detectors, other glass, etc) _____, and labor _____.

c. Is the full one year guarantee required by this solicitation (circle one) more favorable / less favorable / equal to the commercial guarantee?

d. Provide the percentage (or percentage range) of the catalog list price that a full one year guarantee is valued at: _____ OR from _____ to _____

(6.) Installation and Instruction (Training) Provisions

a. Submit your standard commercial installation and instruction provisions, or specify where they may be found in your catalog or price list included with this offer. Provide the percentage (or percentage range) or the catalog list price that your standard installation and instruction are valued at: _____ OR from _____ to _____.

b. Are the installation and instruction provisions required by this solicitation (circle one) more favorable / less favorable / equal to those offered to commercial customers?

(7.) Shipping

a. Submit your standard commercial shipping terms and conditions, or specify where it may be found in your catalog or price list included with this offer. Provide the percentage (or percentage range) or the catalog list price that your standard shipping terms are valued at: _____ OR from _____ to _____.

b. Are the shipping terms required by this solicitation (circle one) more favorable / less favorable / equal to the standard shipping terms?

c. Provide the percentage (or percentage range) of the catalog list price that FOB destination shipping terms is valued at: _____ OR from _____ to _____.

d. Yes No Does your company charge extra shipping charges to delivery to Alaska, Hawaii, Puerto Rico and/or other US territories? If yes, confirm which US OCONUS areas have added costs and how pricing is established for these deliveries.

e. Yes No Does your company ship direct to other countries? If yes, provide pricing strategy for establishing shipping price for such deliveries.

(8.) Sales

Submit your Total Annual Commercial Sales and provide a break out by product line: _________.

(9.) Other Than Cost and Pricing Data for Dealers (ONLY REQUIRED FOR DEALERS)

a. All dealers are required to provide a list of value added items/services that they provide as part of their offer and which accounts for any markup above the cost to acquire the item from the supplier. Please provide the percentage of item price that each of the following categories represent:

(i.) Dealer profit: ____________ (ii.) Dealer administrative/Overhead cost: ______________ (iii.) If there are other deliverables mandated by the contract that are performed by the dealer those should also be listed with percentage of item price they represent (i.e. shipping, training, installation, etc.).

b. In the event that a dealer has no commercial invoices available to provide to the Government, the vendor shall supply documentation showing the dealer’s cost from their supplier/manufacturer. These costs shall be validated by providing an official (signed) supplier letterhead for all offered items; this should include the final net price the dealer would pay the supplier. This should include a listing of deliverables mandated by the contract that will be performed by the supplier/manufacturer as part of supplier/manufacturer price.

“FOR OFFICIAL USE ONLY” – Source Selection Information – See FAR 2.101 and 3.104 5