ANNEX 2 - BUSINESS CLEARANCE MEMORANDUM BUSINESS CLEARANCE MEMORANDUM Number _______________ SECTION I – COVER AND SIGNATURE PAGES Type of Procurement Action: Sealed Bidding Full and Open Competition Negotiated Under 10 U.S.C. 2304(b)( ) Negotiated Under 10 U.S.C. 2304(c)( ) _____ Negotiated Under 40 U.S.C. 541 Brooks Act Negotiated Pursuant to Changes Clause Claim Settlement Definitization of Letter Contract Final Price (Incentive, Redeterminable, or EPA) Type of Clearance: Pre-Negotiation Post Negotiation Letter Contract Solicitation/Contract Number: Activity: Contractor(s): Name: City/State: Program: Description of Supplies/Services: Pricing Structure: Proposal Pre-Negotiation Post-Negotiation Cost (Excluding COM) Cost of Money Total Cost Fee/Profit ( %) Base Fee ( %) Award Fee ( %) Ceiling Price Sharing Arrangement: Clearance Total: Performance Period: Start Finish Or Deliveries: First Final Prepared By: Name: Title: Phone: Date:
ANNEX 14 – REPORTS Line Item (LI) # REPORT/NOTES REFERENCE EXTERNAL DUE DATE EXTERNAL DUE ORGANIZATION DASN(AP) DUE DATE SUBMISSION TO 1 Evaluation Requirements of Contracting Officers under DoDI 5000.66; (i.e., Functional Independence of Contracting Officers) Note: Reported in even numbered years NMCARS 5201.102(d)(S-90) 31-Oct DPAP 15-Oct DASN(AP) via to RDAJ&As@navy.mil 2 Annual Procurement Performance Management Assessment Program (PPMAP) Compliance Review NMCARS 5201.691-2(d)(2) Not applicable Not applicable 30-Jan DASN(AP) via email to RDAJ&As@navy.mil 3 Annual Contract Action Report, Data Verification and Validation (V&V) Certification NMCARS 5204.604(3)(ii) 15-Dec DPAP 1-Dec DASN(AP) via email to RDAJ&As@navy.mil 4 Annual PPMAP Assessment Plan NMCARS 5201.691-2(d)(1) Not applicable Not applicable 1 Oct DASN(AP) via email to RDAJ&As@navy.mil 5 Annual Overage Contracts Report NMCARS 5204.804-1(S-90) Not applicable Not applicable 28-Feb DASN(AP) via email to RDAPolicy@navy.mil 6 Annual Competition Report, including projected competition goal for current year FAR 6.502(b)(2) 31-Jan DPAP 15-Jan DASN(AP) via email to RDAJ&As@navy.mil 7 Annual Report on Pilot Program for Acquisition of Nondevelopmental Items NMCARS 5212.7102-2 31-Oct DPAP 15-Oct DASN(AP) via to RDAJ&As@navy.mil 8 Annual Commercial Item Exceptions to Cost/Pricing Data valued $19.5M or more. NMCARS 30-Nov DPAP 31-Oct DASN(AP) via to RDAJ&As@navy.mil 9 Annual In Negotiation Act (TINA) Waivers valued $19.5M or more. NMCARS 30-Nov DPAP 31-Oct DASN(AP) via email to RDAJ&As@navy.mil
LI # REFERENCE EXTERNAL DUE DATE EXTERNAL DUE ORGANIZATION DASN(AP) DUE DATE SUBMISSION TO 10 Annual Report of Contract Data for Multi-Year contracts with Economic Price Adjustment clauses. NMCARS 5216.203-4(S-90) 30-Oct DPAP 26-Oct DASN(AP) via email to RDAJ&As@navy.mil 11 Annual DoE WFO Compliance Assessment Results NMCARS 31-Dec DPAP 15-Dec DASN(AP) via email to RDAJ&As@navy.mil 12 Annual Nondefense Agency Certifications Report NMCARS 5217.703(c) Within 30 days of the beginning of the fiscal year DPAP Within 40 days of the beginning of the fiscal year DASN(AP) via email to RDAJ&As@navy.mil 13 Annual COTS End Items Report for contracts valued at $5M or more (including task orders/ delivery orders) PER ITEM NMCARS 5225.7003(b)(2)(ii) 31-Oct DPAP 15-Oct DASN(AP) via email to RDAJ&As@navy.mil 14 Annual Cost Accounting Standards Waivers over $15M NMCARS 5230.201-5(e) 30-Nov DPAP 15 Nov DASN(AP) via email RDAJ&As@navy.mil 15 Annual Service Requirements Review Action Item Correction POAM NMCARS 5237.191(b) Not applicable Not applicable 120 days after completion of SRRB DASN(AP) via RDAJ&As@navy.mil 16 Annual Service Requirements Review Board Final Analysis NMCARS 5237.191(c) Not applicable Not applicable 30 days after completion of SRRB DASN(AP) via email RDAJ&As@navy.mil 17 Annual Review of Contracts Involving Combat and Security Force Training ASN RDA memo “Acquisition of Combat and Security Related Training" dated 25 Nov 2009 Not applicable Not applicable By Request annually DASN(AP) via email to RDAJ&As@navy.mil LI # REPORT/NOTES REFERENCE EXTERNAL DUE DATE EXTERNAL DUE DASN(AP) DUE DATE SUBMISSION TO
18 Annual Indemnification Agreements DPAP Memo "“Inputs for the Report to Congress on Indemnification Agreements.” dated Oct 7, 2015 16-Nov DPAP 1 Nov DASN(AP) via email to 19 Annual ECMRA Contractor Service Hour Labor Reporting Note: Contractors perform reporting. NMCARS 5237.102-90 Not applicable Not applicable No later than October 31 for the preceding fiscal year. DON ECMRA Application 20 Annual Navy Component UAC/Ratification Procedures Submission NMCARS Not applicable Not applicable 31 March DASN(AP) via email to 21 Annual Long Acquisition Forecast NMCARS 5205.404 30 Jun DPAP 20 June DASN(AP) via email to 22 Annual Component Acquisition Regulation Supplement NMCARS 5201.103(S-90) Not applicable Not applicable 31 Aug DASN(AP) via email to 23 Consolidated Undefinitized Contract Actions (UCA) Management Plan Note: DASN(AP) generates (Belton) DFARS 217.7405(a)(1) 30 Apr 31 Oct DPAP 24 Consolidated Undefinitized Contract Actions (UCA) Management Report NMCARS 5217.7405(a)(2) 30 Apr 31 Oct DPAP 15 Apr 15 Oct DASN(AP) via email to 25 DCMA Business Base Forecast and Evaluation NMCARS 5242.1790 7 Mar 7 Sep DCMA 7 Feb 7 Aug DASN(AP) via to 26 Unpriced Change Report NMCARS 5243.204-70-7(b) 30 Apr/31 Oct DPAP 15 Apr/15 Oct DASN(AP) via email to 27 Contract Audit Follow Up (automated system) DoD Instruction 7640.02 31 Mar/30 Sep DCMA Due to DCMA not DASN(AP). DASN(AP) is DON liaison to DCMA if questions arise. CAFU system in eTools at . LI # REPORT/NOTES REFERENCE EXTERNAL DUE DATE EXTERNAL DUE DASN(AP) DUE DATE SUBMISSION TO
28 eSRS Status Report Note: DASN(AP) will run eSRS Status Report. Field updates/inputs are required to DASN(AP) by Due Date DPAP Memo Apr 16, 2009 30 Jun/30 Dec DPAP 15 Jun/15 Dec DASN(AP) via email to RDAJ&As@navy.mil 29 Quarterly IUID Report NMCARS 5211.274-2(S-90) 31 Jan/ 30 Apr/ 31 Jul/ 31 Oct DPAP 15 Jan/ 15 Apr/ 15 Jul /15 Oct DASN(AP) via email to RDAJ&As@navy.mil 30 Quarterly Ratification Reporting NMCARS Not applicable Not applicable 31 Jan/30 Apr/31 Jul/31 Oct DASN(AP) via email to RDAPolicy@navy.mil 31 Quarterly Peer Review Forecast NMCARS 5201.170 31 Mar/30 Jun/30 Sep/ 31 Dec DPAP 25th of each NMCARS is monthly. DFARS is quarterly DASN(AP) via to RDAJ&As@navy.mil 32 Quarterly Bridge Contract Awards NMCARS 5206.303-92 Annex 5 Not applicable Not applicable 30 Jan, 30 Apr 30 Jul, 30 Oct DASN(AP) via email to 33 Quarterly V&V Data Verification NMCARS 5204.604(3)(i) 15 Feb; 16 May; 15 Aug; 3 Dec DPAP 30 Jan; 30 Apr; 30 Jul; 30 Nov DASN(AP) via email to RDAJ&As@navy.mil 34 Quarterly Government-Furnished Property Compliance Report NMCARS 5245.103-73(ii) Not applicable Not applicable 31 Jan, 30 Apr, 31 Jul, 31 Oct DASN(AP) via email to RDAJ&As@navy.mil 35 Quarterly Synchronized Predeployment & Operational Tracker (SPOT) Plus CENTCOM Census Note: SPOT generates an automated report for submission. USD(ATL) Memo Policy on the Transition to & Use of an Automated Census for Contractors Supporting Operations in the USCENTCOM AOR dtd Jan 19 2010 1 Jan, 1 Apr, 1 Jul, 1 Oct USD(AT&L) LI # REPORT/NOTES REFERENCE EXTERNAL DUE DATE EXTERNAL DUE DASN(AP) DUE DATE SUBMISSION TO