Drafting Guide
This guide provides the conventions
for writing the Federal Acquisition Regulation (FAR). The guide addresses
guidelines for clear writing; structure and format of text, solicitation
provisions, and contract clauses; writing conventions; and terminology.
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This guide addresses conventions specific
to the FAR. For general guidance concerning the drafting of clear and simple
regulations, refer to the following documents:
This guide implements the President’s
memorandum of June 1, 1998 (Plain Language in Government Writing). The guide
encourages clear and simple writing using—
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(b) Limit FAR requirements (including provisions and clauses) to the minimum necessary to—
(1) Implement statutes and Executive
branch policy;
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(2) Correct a critical problem or deficiency;
or
(3) Otherwise add value to the overall procurement process.
(c) If the requirement has limited
applicability or broad exclusions, assess whether inclusion of the requirement
in the FAR is truly necessary.
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(a) Organize coverage
.
Organize coverage in a logical manner that will be most useful to your
reader.
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(b)
Use short sentences.
A sentence should express one idea clearly. Try to use simple terms to
express complex and technical material. Strive to use sentences of 20 words
or less. Generally, do not let any one sentence exceed 30 words unless
you arrange it in a vertical list.
(c)
Use short paragraphs.
Limit each paragraph to a single topic. Present complex material in a series
of related paragraphs.
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(d)
Use vertical lists
to—
(1) Highlight important topics;
(2) Help the reader understand the order
in which things happen;
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(3) Make it easy for the reader to identify
all necessary steps in a process; and
(4) Break long sentences or paragraphs into smaller segments for easy reading.
(e)
Use the active voice.
The active voice eliminates confusion by forcing you to name an "actor."
It also makes clear to the reader who has the authority or responsibility.
Generally arrange the sentence to name the actor first
and then the recipient.
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Don't Say: The information
must be given to the contractor.
Say: The contracting officer must inform the contractor.
(f) Use words with their most
common meaning, if there
is no common meaning, define the term.
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(g) Do not use different words
to denote the same thing.
Avoid using varying terminology to refer to something, e.g., avoid using
"buying activity," "purchasing operation," "contracting organization,"
and "procuring office" for the same entity.
(h) References for Additional Writing
Conventions.
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Refer to the Style Manual of
the Government Printing Office for format and style not addressed in this
guide.
The Office of the Federal Register provides
additional guidance for regulation writing in Drafting Legal Documents
and Document Drafting Handbook. These documents are available via
the Internet at http://www.nara.gov/fedreg/dldhome.html and http://www.nara.gov/fedreg/ddhhome.html,
respectively.
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NPR plain
language web site:
http://www.plainlanguage.gov
(1) The FAR contains parts, subparts,
sections, and subsections. Every FAR section and subsection has an identifying
number. The number to the left of the decimal point identifies the part
number. The numbers between the decimal point and the dash identify the
subpart (one or two digits) and the section (two digits). The number to
the right of the dash is the subsection. The following is an example of
FAR numbering
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14.201-2
Part <==========|
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(2) Identify divisions below the section
or subsection level by parenthetical alphanumerics, using the following
sequence:
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(3) Do not use unnumbered or unlettered
paragraphs, except in sections and subsections containing only one paragraph
(see paragraph (d)(2) of this chapter for special treatment of definitions).
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(4) Number the "Scope" section of each
part by placing three zeros after the decimal point (e.g., number a "Scope"
section summarizing Part 12 as "12.000").
(5) If using a "Scope" section to summarize
a subpart, number the section by placing two zeros after the subpart number
(e.g., number a "Scope" section summarizing Subpart 12.3 as "12.300").
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(6) For guidance concerning the numbering
of solicitation provisions and contract clauses, see paragraph (e) of this
chapter.
(b) Headings.
Use informative headings that best describe the contents of the division.
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(1) Use a heading for all parts, subparts,
sections, and subsections.
(2) When necessary, include at the beginning
of a part or subpart, under the most appropriate heading, the circumstances
under which the part or subpart applies and any exceptions. This section
follows any "Scope" or "Definitions" section.
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(3) For multiple paragraphs within a
section or subsection—
(i) Use headings when necessary to assist the reader in locating material more easily;
(ii) Be consistent in the use of headings
(all paragraphs at the same level of division within any section or subsection
either should or should not use headings);
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(iii) If using a heading, italicize
it and begin the text on the same line, immediately following the heading;
and
(iv) When a breakdown into lower divisions
follows immediately without any preceding text or heading, place the first
lower division designation on the same line as the higher division designation.
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Examples:
(a) Transmittal. Contracting
officers must . . .
(1) Electronic transmission.
All synopses transmitted . . .
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(2) Hard copy transmission. When
electronic transmission is . . .
(b) Format. The contracting officer must . . .
(1) General. Format for all synopses
must . . .
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(2) Spacing. Begin each line
flush left . . .
14.409-1 Award of unclassified contracts.
(a)(1) The contracting officer must…
(c) Scope.
Use a "Scope" section to summarize a part. Generally, it is also useful
to include a "Scope" section in a subpart.
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(d)
Definitions.
(1) Enclose a defined term in quotation marks followed by the word "means."
(2) List definitions in alphabetical
order and do not number or otherwise identify them. If a definition contains
more than one paragraph, number the paragraphs starting with "(1)".
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(3) If a term requiring definition in
the FAR is used in more than one part, define it in Subpart 2.1.
(4) If a term, as used in a specific
part or subpart, has a different meaning than its common meaning or as
it is defined in Subpart 2.1, define it in the part or subpart where it
is used.
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(i) If defining a single term, use the
heading "Definition." and insert the phrase, ", as used in this
part (or subpart), means…", after the term.
(ii) If defining multiple terms, use
the heading "Definitions." and the introductory phrase, "As used
in this part (or subpart)—".
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(iii) Place a reference to a definition
for a specific part or subpart in Subpart 2.1.
Example:
2.101 Definitions.
(1) For use in 3.502, see the definition at 3.502-1.
(2) For use in Part 12, see the definition
at 12.001.
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(5) Include definitions in a separate "Definitions"
section at the beginning of the part or subpart, after the "Scope" section
if one is included. Number the "Definitions" section in a part by placing
"001" after the decimal point; number this section in a subpart by placing
"01" after the subpart number.
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(6) See paragraph (e)(2)(v) of this
chapter for guidance concerning definitions in solicitation provisions
and contract clauses.
(e) Solicitation
Provisions and Contract Clauses
.
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(1) General.
Use—
(i) "Solicitation provision" or "provision" for items used only in solicitations and applying before award; and
(ii) "Contract clause" or "clause" for
items used in both solicitations and contracts, applying after award or
both before and after award.
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(2) Text.
(i) Put the text of all provisions and clauses in Subpart 52.2, following the conventions in this document.
(ii) Direct provisions and clauses to
the offeror or contractor. Provisions and clauses must adequately convey
the responsibility of the offeror or contractor and must be consistent
with the subject text.
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(iii) Do not use provisions or clauses
to prescribe policy not found in the subject text. The subject text must
prescribe all policy and must stand alone without referring to a
provision or clause.
(iv) Provisions and clauses also should
stand alone. Do not refer to the subject text of the FAR in provisions
and clauses, unless necessary to avoid extremely lengthy repetition
of passages verbatim from the subject text.
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(v) Include definitions, if needed,
in the first paragraph. If defining a term in the subject text and using
the term in a provision or clause, include the same definition of
the term in the provision or clause. Restrict the definition to
use in the provision or clause, because the same term may have a
different use in another provision or clause. If defining a single term,
use the heading "Definition." and insert the phrase, ", as used
in this provision (or clause), means…," after the term. If defining multiple
terms, use the heading "Definitions." and the introductory phrase,
"As used in this provision (or clause)—".
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(vi) Do not include instructions to
Government personnel in provisions or clauses, other
than instructions to the contracting officer for insertion of text. Provide
a blank line for the insertion. Italicize the instructions and enclose
them in brackets.
(vii) Do not combine provisions
and clauses.
Identify provisions and clauses in Part 52 by number, title, and date.
All FAR provision and clause numbers begin "52.2", since all provisions
and clauses appear only in Subpart 52.2. The next two digits correspond
to the number of the FAR part where the provision or clause is prescribed.
Assign the number following the hyphen sequentially within each section
of Subpart 52.2. Alternatively, use a number in the appropriate section
identified as "Reserved."
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(3)
Numbering.
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Example:
52.203-2, Certificate of Independent Price Determination.
52 - Part (Invariable)
2 -
Subpart (Invariable)
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03 - Identifies the part that
prescribes the provision
(Part 3, Improper Business Practices and Personal Conflicts of Interest)
-2 - Indicates that this is the
second provision in section 52.203.
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(4) Title.Give
each provision or clause a unique, descriptive title based on its contents
and application. No two provisions or clauses may have the same
title.
(5) Date.Include
the date of provision or clause codification
(Federal Register publication)
by month (abbreviated to first three letters) and year in parentheses after
the provision or clause title, e.g., "(JUN 1996)". Also include a date
for each provision or clause alternate. When revising a provision, clause,
or alternate, revise its corresponding date. If the date is unknown at
the time of drafting, use "(DATE)" instead.
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(6) Prescriptions.
(i) To make it easier to locate provision
and clause prescriptions, consolidate the prescriptions in a subpart, section,
or subsection with a separate heading at the end of the text that describes
the subject matter.
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(ii) Do not prescribe a provision or
clause in more than one place in the FAR. Use cross-references if necessary.
(iii) Include in the prescription all
conditions, requirements, and instructions for using the provision or clause
and any alternates. Also include instructions for any optional use of the
provision or clause. For example, consider the following:
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(A) Where used (solicitation only, contract
only, both).
(B) Requirement (mandatory, optional).
(C) Type of acquisition
(purchase, lease).
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(D) Purchase procedures (simplified
acquisition, sealed bidding, negotiated, competitive, sole source,
set-asides).
(E) Acquisition value (estimated, actual).
(F) Dollar threshold (micro-purchase,
simplified acquisition, trade agreement).
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(G) Type of commodity (e. g., supply,
service, construction, research and development, architect-engineer, major
system, commercial item).
(H) Type of contract (e.g., firm-fixed-price, fixed-price incentive, cost-plus-fixed-fee, award-fee, time-and-materials).
(I) Location of purchasing office (inside,
outside U.S.).
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(J) Location of item use (inside, outside
U.S.).
(K) Contractor location/place of performance (inside, outside U.S.).
(L) Type of contractor (commercial,
nonprofit, educational, Federally Funded Research and Development Center).
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(M) Size and status of contractor
(e.g., large, small, small disadvantaged, women-owned small business).
(iv) Do not use the word "all" in provision or clause prescriptions unless the provision or clause is required in all solicitations or contracts without exception.
(v) Include in the provision or clause
prescription any directions for completing (filling in the blanks) or modifying
the provision or clause.
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Example:
XX.XXX Solicitation provision and contract clause.
(a) Insert the provision at [specify
number and title] in solicitations for research and development contracts.
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(b)(1) Except as provided in paragraph
(b)(2) of this section, insert the clause at—
(i) [specify number and title] in solicitations and contracts for supplies valued at less than $; or
(ii) [specify number and title] in solicitations
and contracts for services—
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(A) Listed in [specify ]; or
(B) Valued at less than $.
(2) Do not use the clauses in paragraph (b)(1) of this section in--
(i) Solicitations issued and contracts
awarded by a contracting office located outside of the United States and
its territories, if the supplies will be used or the services will be performed
outside of the United States and its territories;
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(ii) Acquisitions valued at or below
the simplified acquisition threshold that are awarded using simplified
acquisition procedures;
(iii) Total small business set-asides;
(iv) Contracts in support of U.S. national
security interests;
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(v) Contracts for essential spare, repair,
or replacement parts available only from sanctioned European Union member
states; or
(vi) Contracts for which the head of the agency has made a determination in accordance with [specify].
(7) Introductory
Text.
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Include introductory text for each provision
or clause as follows:
(i) Modifications are slight changes in details that do not alter the substance of the provision or clause.
(ii) To permit modifications to a provision
or clause to fit various situations, include in the prescription the authorization
to make the modifications, as in—
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(A) "The contracting officer may use
a period shorter than 60 days (but not less than 30 days) in paragraph
(x) of the clause"; or
(B) "The contracting officer may substitute
the words "task order" for the word "Schedule" wherever that word appears
in the clause."
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(9) Variations.
(i) Variations are more significant changes that retain the salient features of the provision or clause and that are consistent with the intent, principle, and substance of the provision or clause.
(ii) To permit variations, prescribe
the provision or clause on a "substantially the same as" basis.
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(10) Alternates.
(i) Alternates make substantive changes
to a provision or clause, and are specifically provided in the FAR. Alternates
operate by deleting language from or adding language to the basic provision
or clause, or by substituting language for language in the basic provision
or clause.
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(ii) Put provision or clause alternates
directly after the basic provision or clause.
(iii) Since alternates do not stand
alone, word the provision or clause prescription to include both
the basic provision or clause and any alternates (e.g., if a clause
is prescribed only for fixed-price contracts, it cannot have an alternate
for use in cost-reimbursement contracts).
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(iv) Do not use the term "basic provision"
or "basic clause" in the prescription of a provision or clause alternate.
Use the terms in the introductory text of the provision and clause alternates
in Part 52. The introductory text gives instructions on the specific changes
to be made to the basic provision or clause. After changing the basic provision
or clause as required by the introductory text, it no longer is the "basic"
provision or clause.
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Examples:
(1) Prescriptions for Clause Alternates.
"Alternate I (DATE). As prescribed in [specify], add the following paragraph (d) to the basic clause: [specify]"
"Alternate I (DATE). As prescribed in
[specify], substitute the following paragraph (a) for paragraph (a) of
the basic clause: [specify]"
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"Alternate I (DATE). As prescribed in
[specify], delete paragraph (a) of the basic clause and renumber the remaining
paragraphs accordingly."
"Alternate I (DATE). As prescribed in [specify], delete the second sentence from paragraph (a) of the basic clause."
"Alternate I (DATE). As prescribed in
[specify], delete paragraph (a) of the basic clause, renumber the remaining
paragraphs accordingly, and add the following paragraph (g): [specify]"
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(11) Flow
Down.
(i) To flow a clause down to first-tier subcontracts only, use a final paragraph such as—
"(d) The Contractor shall insert the substance of this clause, including this paragraph (d), in all subcontracts that exceed $100,000."
(f) Clause
Matrix.
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The solicitation provisions and contract
clauses matrix at FAR 52.301 is a useful tool for contracting officers.
To keep the matrix current, include a Matrix Data Form (Exhibit 1) with
each proposed FAR revision that adds, deletes, or revises the prescription
for a solicitation provision or contract clause.
(g) Forms.
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(1) Place optional and standard forms
prescribed by the FAR in Part 53. Include in Part 53 only those forms prescribed
by the FAR.
(2) Include the prescription for use of a form in the appropriate FAR subject text.
(3) Do not prescribe a form in more
than one place in the FAR. Use cross-references if necessary.
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(4) Refer to optional and standard forms
by number and title, e.g., Standard Form 1449, Solicitation/Contract/Order
for Commercial Items, the first time mentioned in a subpart. You may abbreviate
subsequent references within the subpart, e.g., SF 1449.
Identify terms for inclusion in or deletion
from the FAR index when drafting an interim or final FAR revision containing
or removing any of the following types of terms:
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(1) Terms defined in FAR subject text,
provisions, or clauses.
(2) Common search terms.
(3) Popular or unique terms applicable
to the material, e.g., A-76 or NAFTA.
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(4) Major nouns in headings that identify
the unique substance of the text.
(5) Terms that explain the purpose or the issue being resolved by the text.
(i) Impact
on Commercial and Simplified Acquisition Provisions and Clauses.
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(1) When adding, deleting, or amending
a clause, consider the impact on the clauses at—
(i) 52.212-4, Contract Terms and Conditions—Commercial Items;
(ii) 52.212-5, Contract Terms and Conditions
Required to Implement Statutes or Executive Orders—Commercial Items;
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(iii) 52.213-4, Terms and Conditions—Simplified
Acquisitions (Other Than Commercial Items); and
(iv) 52.244-6, Subcontracts for Commercial Items and Commercial Components.
(2) When adding, deleting, or amending
a provision, consider the impact on the provisions at—
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(i) 52.212-1, Instructions to Offerors—Commercial
Items;
(ii) 52.212-2, Evaluation—Commercial Items; and
(iii) 52.212-3, Offeror Representations
and Certifications—Commercial Items.
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(a) Avoid
overuse of abbreviations. Do
not abbreviate terms that you use only a few times in a Part.
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(b) Abbreviations/Acronyms.
(i) Spell out the word the first time it
is used in the text of a subpart; and
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(ii) Follow the word with the abbreviation
or acronym in parentheses, e.g., Internal Revenue Service (IRS).
(2) Well-known, universally familiar abbreviations and acronyms need not be spelled out, e.g., U.S., DoD, NASA, and OMB.
(3) Do not put an abbreviation or acronym
in a title, unless it is a well-known, universally familiar abbreviation
or acronym.
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(4) Use "i.e." to mean "that is" and
use "e.g." to mean "for example."
(5) The Government Printing Office Style Manual provides correct abbreviations for many standard terms. Check to see whether periods are included in the abbreviation. Some common abbreviations:
Code of Federal Regulations
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CFR
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If it is necessary to include an address in the FAR, use the following format:
(1) For a mailing address:
General Services Administration
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(2) For an Internet address:
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"... is available via the Internet at http://..."
(1) Use a capital letter to begin the
first word of a section, subsection, or paragraph heading and the first
word of each item in a vertical list. Capitalize other words of a heading
or vertical list only if required for other reasons.
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(2) Use a capital letter to begin each
major word of a subpart heading.
(3) Write names of parts, provisions,
clauses, and forms entirely in capital letters when they appear as titles.
When referring to them in text material or in headings, capitalize only
the major words (e.g., see the clause entitled "Restrictions on Certain
Foreign Purchases").
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(4) Capitalize the following terms:
(i) "State" when referring to one of the fifty United States, whether or not a specific State is intended.
(ii) "Government" or "Department" when
referring to specific national governmental units. (When capitalized, "Government"
refers to the U.S. Government).
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(iii) "Contractor" and "Contracting
Officer" only in acquisition forms, solicitation provisions, and contract
clauses.
(iv) "Schedule" when referring to that part of a contract (Part I of the uniform contract format).
(v) "Title," "Chapter," "Subchapter,"
"Part," and "Subpart" only when they are followed by the number of the
division.
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(5) Unless capitalization is required
for other reasons do not capitalize—
(i) Words naming individuals in a general sense, such as head of an agency, contractor, contracting officer, offeror, supplier, architect, or engineer;
(ii) Words referring to an entity in
a general sense, such as a department, an agency, or a possession;
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(iii) The word "government" when referring
to State, local, or foreign governments;
(iv) The word "clause" when citing a specific clause by name, such as "Termination clause"; or
(v) The word "section," "subsection,"
or "paragraph," whether or not a number follows.
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(e) Cross-References.
(1) Use cross-references only when necessary to ensure comprehensive understanding of the meaning of the guidance or to save excessive repetition.
(2) When using cross-references, refer
to a—
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(i) Part or subpart by the title "Part"
or "Subpart," respectively, followed by the part or subpart number, e.g.,
"Part 22" or "Subpart 22.10";
(ii) Section or subsection by the number only, e.g., "22.1012" or "22.1012-2";
(iii) Paragraph within a section, subsection,
provision, or clause by using the following format: "paragraph (a) of this
section (subsection, provision, or clause);
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(iv) Paragraph of another section or
subsection by the section or subsection number followed by the paragraph
designation, e.g., "22.1012-3(d)(2)"; and
(v) Paragraph of a provision or clause,
in the subject text, by the paragraph designation and provision or clause
number and title, e.g., "paragraph (a) of the clause at 52.222-50, Nondisplacement
of Qualified Workers."
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(3) Use the term "paragraph" to refer
to all levels of paragraph division. Do not use the term "subparagraph."
(4) Do not use terms such as "herein," "above," "below," and "as set forth elsewhere."
(5) When referring to a designation
that is uncertain at the time of drafting, insert an "X" in the uncertain
part of the designation, e.g., SF XXXX, 4.804-X, or 52.204-X. Use "Y" or
"Z" as necessary to refer to additional uncertain designations, e.g., SF
XXXY, 4.804-Y, 4.804-Z, 52.204-Y, 52.204-Z.
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(f) Dates.
Write dates included in text in the sequence of month, day, and year, e.g.,
"June 27, 1999." Abbreviate dates following
provision and clause titles, using the following format: "(JUN 1999)."
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(g) Delegation
of Authority.
Individuals granted authority in the
FAR may delegate that authority, unless the FAR specifically states that
the authority is not delegable. Therefore, do not use terms such as "the
agency head or a designee" or "the agency head or an authorized representative"
for functions that are delegable; and clearly identify functions that are
not
delegable.
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(h) Dollar
Thresholds.
(1) Dollar thresholds in the FAR include the value of the basic contract and all priced options, unless otherwise specified.
(2) Use terms such as "exceeding," "or
more," "less than," or "or less" to define thresholds based on dollar amount.
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(i) Gender.
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Do not use gender-specific terminology.
(1) When a number is spelled out, do not repeat it in figures, e.g., "two (2)." Instead, just use "two."
(2) Express dollars as figures, e.g.,
$186,000; do not spell out except large even amounts, e.g., "$20 million."
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(k) Punctuation.
(1) Periods. Insert periods after headings.
(2) Colons, semi-colons, and
dashes. Use colons or dashes to introduce vertical lists.
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(i) If the introductory language of
a vertical list is a complete sentence (as in this example), use the following
conventions:
(A) End the introduction with a colon.
(B) Do not connect items by conjunctions.
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(C) End each item with a period, unless
the last item introduces another list, in which case the last item ends
with a dash or a colon.
(ii) If the introductory language of a vertical list is not a complete sentence (as in this example)—
(A) End the introduction with a dash;
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(B) End all but the last item with a
semicolon;
(C) Connect the last two items with a conjunction; and
(D) End the last item with a period,
unless it introduces another list, in which case the last item ends with
a dash or colon.
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(l) Quotations.
(1) Use quotation marks to enclose a direct quotation.
(2) Place periods and commas inside
the closing quotation mark. Place semicolons and colons outside the closing
quotation mark. The only exception to this rule is when showing changes
to current FAR language where the punctuation is not part of the revised
material.
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Examples:
(1) General. When a FAR text
segment, provision, or clause implements a statute, Executive order, OMB
circular, OFPP policy letter, or relevant portion of the Code of Federal
Regulations, cite that authority.
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(2) Citations in text.
To make it easier to refer to sources, observe the following guidelines
when citing specific authorities:
(i) Place a parenthetical citation pertaining
to a single sentence at the end of the sentence, before the period. If
the citation relates only to part of the sentence, place the citation immediately
after that part of the sentence. Place a citation relating to an entire
paragraph at the end of the paragraph, following the final period.
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(ii) Do not use the term "as amended"
in a citation. Citations include reference to all applicable amendments
unless otherwise stated.
(ii) If the statute is in the United States Code and the citation is not cumbersome, cite the United States Code without the public law number.
(iv) If a statute appears in many scattered
sections or titles of the United States Code and citation to all parts
would be cumbersome, give the public law number.
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(v) If only one section or paragraph
of a statute is relevant, cite that section or paragraph specifically.
Examples:
Telephone and facsimile numbers change
often. Therefore, include them in the FAR only when necessary.
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(a) The FAR uses various forms of affirmation
when requiring an offeror or contractor to provide assurance regarding
the accuracy of information provided to the Government. "Certification,"
"representation," and "declaration" are common
terms of affirmation.
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(b) Congress has specifically prohibited
the requirement for a "certification" by a contractor or offeror
unless—
(1) The "certification" is required by statute; or
(2) The FAR Council obtains approval
of the "certification" requirement from the OFPP Administrator.
Sufficient justification must exist to support the request.
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(c) The limitations regarding "certification"
also apply when implementing a Federal agency regulation or other policy
directive, including an Executive order that contains a "certification"
requirement. If a statute does not impose the "certification," the
OFPP Administrator must approve the "certification" requirement.
(d) Restrict the use of other terms
of affirmation. Use the term "represents" when asking the offeror
to provide information upon which the Government will rely in awarding
a contract. The imposition of such a requirement does not need approval
by the OFPP Administrator, but provide a justification for the requirement
in the background section of the Federal Register notice.
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Contractor.
Use "contractor" to refer to the prime contractor only. (Also see
"Potential offeror, offeror, prospective contractor, contractor.")
(a) When referring to a response solely
to—
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(i) An invitation for bids (IFB), use
the term "bid";
(ii) A request for proposals (RFP), use the term "proposal";
(iii) A request for quotations (RFQ),
use the term "quote" or "quotation."
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(b) When referring to responses to both
IFBs and RFPs, use the term "offers."
(c) When referring to responses to IFBs, RFPs, and RFQs, use the term "offers and quotes."
Offeror/bidder/quoter.
..
(a) When referring to a respondent solely
to—
(i) An IFB, use the term "bidder";
(ii) A RFP, use the term "offeror";
(iii) A RFQ, use the term "quoter."
..
(c) When referring to respondents to IFBs,
RFPs, and RFQs, use the term "offerors and quoters."
..
Potential
offeror/offeror/prospective contractor/contractor. Distinguish
between these as follows: A "potential offeror" is an entity that
possibly will submit an offer to perform a contract. Once an entity submits
an offer, that entity becomes an "offeror." A "prospective contractor"
is one being considered or tentatively selected for award but to whom award
has not yet been made. A "contractor" is one to whom award has been
made.
..
Shall/must/
should/will/may.
(a) Use the terms "shall" and
"must" to indicate an obligation to act. In the FAR "shall"
and "must" have the same meaning. "Must" is the preferred
term to use in FAR text other than provisions and clauses.
..
(b) Use the term "should" to
indicate an expected course of action or policy to be followed unless inappropriate
for a particular circumstance.
(c) Use "will" to indicate an anticipated future action or result.
(d) Use "may" to indicate a discretionary
action.
..
Solicitation.
Use the term "solicitation" to refer to an invitation for bids,
a request for proposals, or request for quotations. Use the more limited
term, i.e., invitation for bids, if the policy only applies in sealed bidding,
or request for proposals (or request for quotations, as appropriate), if
the policy only applies to negotiation.
Solicitation
amendment/ contract modification. Use—
..
(a) "Amendment" to refer to a
change made to a solicitation before contract award (FAR 14.208 and 15.206).
(b) "Contract modification" to refer to a written change to the terms of a contract.
Warranty.
Use the term "warranty," only when referring to a contractor's promise
or affirmation regarding the nature, usefulness, or condition of supplies
or services furnished under a contract, does not require separate justification.
Do not use the term when referring to an affirmation that is a certification
or representation.
..
Key:
Type of Contract:
P or C = Provision or Clause
IBR = Is Incorporation by Reference
Authorized?
(See FAR 52.102)
.. UCF = Uniform Contract Format Section, when Applicable FP SUP = Fixed-Price Supply CR SUP = Cost-Reimbursement Supply .. FP R&D = Fixed-Price Research & Development CR R&D = Cost-Reimbursement Research & Development FP SVC = Fixed-Price Service .. CR SVC = Cost-Reimbursement Service FP CON = Fixed-Price Construction
CR CON = Cost-Reimbursement
Construction
LMV = Leasing of Motor Vehicles COM SVC = Communication Services |
.. or Removal of Improvements FP A&E = Fixed-Price Architect-Engineering
CR A&E = Cost-Reimbursement
Architect-Engineering
IND DEL = Indefinite Delivery
TRN = Transportation
(excluding micro-purchase)
UTL SVC = Utility Services
Contract Purpose:
R = Required
O = Optional v = Revision |
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.. ___ Check if prescription requires use in SBA 8(a) contracts. (See Note 2 at end of Matrix) |
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