</AwardInstrument> … Form 252/1442 and Construction Rule: Information about projects in a construction document may be provided only when Standard Form 252 or 1442 is used. Implementation (Header): If then …/Procurement Instrument Header/ Construction Project Details is provided then Procurement Document/ Procurement Instrument Form must contain “SF 252” or “SF 1442”. … <ProcurementInstrumentForm>SF 1442</ProcurementInstrumentForm> … <AwardInstrument> <ProcurementInstrumentHeader> … <ConstructionProjectDetails> … </ConstructionProjectDetails> … </ProcurementInstrumentHeader> … </AwardInstrument> … of Defense Form 428 and Telecommunications Rule: Telecommunication information and rates may be provided only when the Department of Defense Form 428 is used. Implementation (Header): If …/Procurement Instrument Header/ Telecommunication Details is provided then Procurement Document/ Procurement Instrument Form must contain “DD 428”. Implementation (Line Item): If then …/Line Items/ Telecommunication Rates is provided then Procurement Document/ Procurement Instrument Form must contain “DD 428”. Header: … <ProcurementInstrumentForm>DD 428</ProcurementInstrumentForm> … <AwardInstrument> <ProcurementInstrumentHeader> … <TelecommunicationDetails> … </TelecommunicationDetails> … </ProcurementInstrumentHeader> … </AwardInstrument> … Line Item: … <ProcurementInstrumentForm>DD 428</ProcurementInstrumentForm>
Implementation (Header): If …/Procurement Instrument Header/ Basic Information/ Document Purpose is “Cancellation” or “Draft”, then Procurement Document/ Procurement Instrument Form must contain “DD 428”. Header: … <ProcurementInstrumentForm>DD 428</ProcurementInstrumentForm> … <AwardInstrument> <ProcurementInstrumentHeader> … <BasicInformation> … <DocumentPurpose>Cancellation</DocumentPurpose> … </BasicInformation> … </ProcurementInstrumentHeader> … </AwardInstrument> … Addresses Requiring a DoDAAC Rule: A DoDAAC is required for the following addresses: Acceptance Location Contract Administration Office Contract Issuing Office Inspection and Acceptance Location Requiring Activity Implementation (Header): When …/Procurement Instrument Addresses/ Address Description contains one of the above list, …/Procurement Instrument Addresses/ Address/ Organization ID/ DoDAAC must be provided. Implementation (Line Item): When …/Line Items/ Addresses/ Address Description = “Acceptance Location”, “Inspection and Acceptance Location” or “Requiring Activity” …/ Line Items/ Addresses/ Address/ Organization ID/ DoDAAC must be provided. Header: …. <ProcurementInstrumentAddresses> <AddressDescription >Contract Administrative Office</AddressDescription> <Address> <OrganziationID> <DoDAAC>N20003</DoDAAC> </OrganizationID> … <Address> … </ProcurementInstrumentAddresses>
Ship To Shipment in Place Location Place of Performance NOTE: In addition, a mark for address may be provided. Implementation (Line Item): When …/ Line Items/ Delivery/ … is provided, an instance of …/ Line Items/ Delivery/ Ship To Address/ … must be provided where …/ Line Items/ Delivery/ Ship To Address/ Address Description = “Service Performance Site”, “Ship To”, “Shipment in Place Location”, or “Place of Performance” unless …/ Line Items/Line Item Basic Information/ Option Line Item = “true”. Non-Option or Exercised Option Line Item: …. <LineItems> . . . <LineItemBasicInformation> . . . … </LineItemBasicInformation> … <Delivery> … <ShipToAddress> <AddressDescription>Ship To</AddressDescription> … </ShipToAddress> </Delivery> . . . </LineItems> Unexercised Option Line Item: …. <LineItems> . . . <LineItemBasicInformation> . . . <OptionLineItem>true</OptionLineItem> … </LineItemBasicInformation> … <Delivery> … </Delivery> . . . </LineItems> Shipping Postal Code Rule: A shipping postal code may only be provided on a solicitation or amendment document on a ship to address. Implementation: When …/Address/ Organization ID/ Shipping Postal Code is provided, …/Address Description must be “Service Performance Site”, “Ship To”, “Shipment in Place Location”,
</AwardModificationInstrument> Business Classification Rule: Contractors must be classified as either “Small” or “Other than Small”. Entities other than contractors must not have this classification. Implementation (Award; Header and Line Item): For all addresses, if …/ Address Description is “Contractor”, …/ Business Classification must be provided. If …/ Address Description is not “Contractor”, …/ Business Classification must not be provided. Implementation (Mod; Header – Modification Details): For addresses provided at …/ Procurement Instrument Header/ Modification Details /Modification Addresses, if …/ Address Description is “Contractor”, …/ Business Classification must be provided. If …/ Address Description is not “Contractor”, …/ Business Classification must not be provided. Implementation (Mod; Header – Procurement Instrument Addresses): For addresses provided at …/ Procurement Instrument Header/ Procurement Instrument Addresses, if …/ Address Description is “Contractor” and …/ Business Classification Modification is provided, either …/ Business Classification Modification/ Added Business Classification or …/ Business Classification Modification/ Changed Business Classification/ Current Business Classification must be provided. If …/ Address Description is not “Contractor”, …/ Added Business Classification and …/ Current Business Classification must not be provided. Implementation (Mod; Line Item): For added and changed/current line items, if …/ Contract Line Items/ …/ Address Description is “Contractor”, …/ Business Classification must be provided. If …/ Contract Line Items/…/ Address Description is not “Contractor”, …/ Business Classification must not be provided. Award: …. <ProcurementInstrumentHeader> … <ProcurementInstrumentAddresses> <AddressDescription >Contractor</AddressDescription> … <BusinessClassification> <OrganizationType>Small</OrganizationType> </BusinessClassification> </ProcurementInstrumentAddresses> <ProcurementInstrumentAddresses> <AddressDescription >Contract Issuing Office</AddressDescription> … </ProcurementInstrumentAddresses> </ProcurementInstrumentHeader> <ContractLineItems> <LineItems> … <Delivery> <ShipToAddress> <AddressDescription >Contractor</AddressDescription> … <BusinessClassification> than Small</OrganizationType> </BusinessClassification> </ShipToAddress> </Delivery>
Implementation (Line Item): Only …/Line Item Basic Information/ Line Item Solicitation Information/ Line Item Specific Conditions may be provided when section …/Line Item Basic Information/ Line Item Solicitation Information is provided. Line Item: … <LineItems> <LineItemIdentifier> … </LineItemIdentifier> <LineItemBasicInformation> <OptionLineItem>false</OpionLineItem> <LineItemSolicitationInformation> Item Allowed</ LineItemSpecificCondition > </LineItemSolicitationInformation> … </LineItemBasicInformation> … </LineItems> … Compliance Business Rules – Award and Conformed Award Documents Sub-Line and Funded Amount Rule: Obligated amount, when provided in a procurement instrument document, must be greater than zero. Instruments with no funding obligated shall omit the section. Implementation (Header & Line Item): …/…/Obligated Amount, if provided, must be greater than zero. … <ObligatedAmount>1110000.00</ObligatedAmount> … Instrument Identifier of Represented Contract Rule: The procurement instrument award number of the represented contract cannot contain a modification identifier for an order number or a procurement instrument. Implementation (Header): If …/ Award Instrument/ Procurement Instrument Header/ Procurement Instrument Identifier/ Procurement Instrument Description = “Represented Contract” then neither …/Order Modification Identifier nor …/Procurement Instrument Modification Identifier may be provided in the corresponding …/Procurement Instrument Number. … <ProcurementInstrumentIdentifier> <ProcurementInstrumentOrigin>Department of Defense</ProcurementInstrumentOrigin> <ProcurementInstrumentVehicle>Purchase Order</ProcurementInstrumentVehicle> <ProcurementInstrumentNumber> <EnterpriseIdentifier>N00019</EnterpriseIdentifier> <Year>10</Year> <ProcurementInstrumentTypeCode>P</ProcurementInstrumentTypeCode> <SerializedIdentifier>1004</SerializedIdentifier> </ProcurementInstrumentNumber> <ProcurementInstrumentDescription>Represented Contract</ProcurementInstrumentDescripton>
Fixed Price Re-determination Prospective Base Price Ceiling Estimated Cost Firm Price Fixed Fee Initial Target Cost Initial Target Profit Maximum Fee Minimum Fee Not to Exceed Amount (Funding) Profit Ceiling Profit Floor Target Cost Target Fee Target Profit Fixed Price Re-determination Retrospective Ceiling Price Base Price Estimated Cost Firm Price Fixed Fee Initial Target Cost Initial Target Profit Maximum Fee Minimum Fee Not to Exceed Amount (Funding) Profit Ceiling Profit Target Cost Target Fee Target Profit Fixed Price with Economic Price Adjustment – Actual Costs Base Ceiling Price Estimated Cost Firm Price Fixed Fee Initial Target Cost Initial Target Profit Maximum Fee Minimum Fee Not to Exceed Amount (Funding) Profit Ceiling Profit Floor Target Cost Target Fee Target Profit
<LineItemBasicInformation> … <PricingArrangement> <PricingArrangementBase<Cost No Fee</PricingArrangementBase> </PricingArrangement> … </LineItemBasicInformation> … </LineItems> … Contract - Cancellation Ceiling Rule: A cancellation ceiling amount be provided when the procurement instrument is a multi-year contract (FAR Clause 52.217-2). Implementation (Header): Provide “Cancellation Ceiling” in …/..Other Amounts/Amount Description, “FAR” in …Clause Details/ Regulation Or Supplement, and “52.217-2” in …Clause Details/ Clause Number. … <ClauseDetails> <RegulationOrSupplement>FAR</RegulationOrSupplement> <ClauseNumber>52.217-2</ClauseNumber> <ClauseTitle>Cancellation Multi-Year Contracts</ClauseTitle> <ClauseEffectiveDate>1997-10</ClauseEffectiveDate> … … <OtherAmounts> <AmountDescription>Cancellation Ceiling</AmountDescription> … Reference for Obligated Amounts Rule: When an obligated amount is provided at the line item the ACRN must be found with an obligated amount reported at the header level. Implementation: When …/Item Obligated Amount/Obligated Amount is provided, then …/Item Obligated Amount/Financial Reference Code where Financial Code Description contains “Accounting Classification Reference Number (ACRN)” must be found in …/Obligated Amounts/Financial Reference where Financial Code Description contains “Accounting Classification Reference Number (ACRN)” with the same value in Financial Code Value. At Header: …. <ObligatedAmounts> <ObligatedAmount>300</ObligatedAmount> <FinancialReference> <FinancialCodeDescription>Accounting Classification Reference Number</FinancialCodeDescription> <FinancialCodeValue>AA</FinancialCodeValue> </FinancialReference> … </ObligatedAmounts> ….
Not to Exceed Price Basis Rule: A Not to Exceed amount cannot be provided on a Firm Price or Fixed Price Level of Effort line item unless the procurement instrument is an undefinitized contract action as indicated by the presence of any of the following clauses: 52.213-3 – Notice to Supplier 52.216-23 – Execution and Commencement of Work 52.216-24 – Limitation of Government Liability 52.216-25 – Contract Definitization 52.216-26 – Payments of Allowable Costs Before Definitization 252.217-7027 – Contract Definitization Implementation (v2.3, v2.4): …/ Line Item Basic Information/ Product Services Ordered/ Unit Price Details/ Unit Price Basis cannot be "Not to Exceed" if …/ Line Item Basic Information/ Pricing Arrangement/ Pricing Arrangement Base is "Firm Fixed Price" or "Fixed Price Level of Effort" unless there is an instance of …/ Line Item Clauses where …/ Clause Number is one or more of the following (may also be at …/ Procurement Instrument Header/ Clause Information/ Clause Details or .../ Procurement Instrument Header/ Multiple Line Items Information/ Group Clauses for the same line number): "52.213-3" "52.216-23" "52.216-24" "52.216-25" "52.216-26" “252.217-7027” Implementation (v2.5, v2.5.1): …/ Line Item Information/ Product Services Ordered/ Price Basis cannot be "Not to Exceed" if …/ Line Item Basic Information/ Pricing Arrangement/ Pricing Arrangement Base is "Firm Fixed Price" or "Fixed Price Level of Effort" unless there is an instance of …/ Line Item Clauses where …/ Clause Number is one or more of the following (may also be at …/ Procurement Instrument Header/ Clause Information/ Clause Details or .../ Procurement Instrument Header/ Multiple Line Items Information/ Group Clauses for the same line number): "52.213-3" "52.216-23" "52.216-24" "52.216-25" "52.216-26" “252.217-7027” Implementation (v2.3, v2.4): … <LineItems> <LineItemBasicInformation>