Attachment to QandA -Schedule of Items Template-ESPC PF_BLANK.xlsx
XLSX spreadsheet 41 KB Posted
- Solicitation number
- 12318727Q0010
- Issued by
-
Department of Agriculture Forest Service
About this file
This is a Schedule of Items template and independent government estimate (IGE) form for an Energy Savings Performance Contract (ESPC) Project Facilitator procurement. The template provides instructions and blank forms for estimating costs associated with project facilitation services at the Forest Products Laboratory, with a period of performance from November 15, 2026, through December 31, 2029. The estimated contract will be firm fixed price and includes both base scope and optional activities. The template encompasses multiple task categories: Project Familiarity Review (Task A1), Engineering & Economic Reviews for Project Development (Task A3.3), Negotiation & Award Consultation Support (Task A3.4), Post-Award Kick-off & Design Phase Support (Task A4.1), Installation Phase Support (Task A4.2), Commissioning & Project Acceptance Support (Task A4.3), Post-Installation M&V Support (Task A4.4), and optional First Year M&V support for both Phase 1 and Phase 2 (Task A5). Travel costs are estimated separately (Task C) using a per-trip methodology that includes airfare, lodging, per diem, rental cars, mileage at $0.70 per mile, parking, and miscellaneous expenses.
The form is designed to accommodate different procurement structures through multiple tabs: Stand Alone IGE, Stand Alone IGE with options, IDIQ, and Task Order formats. Pricing is based on hourly rates for professional services and lump sum or per-trip costs for travel. All cost fields in the provided template are currently blank ($0.00), requiring the government estimator to complete with actual estimated quantities and pricing. The IGE serves dual purposes: initially to determine estimated procurement value and identify applicable thresholds, and subsequently to evaluate contractor understanding of requirements and support price reasonableness determinations. The solicitation is limited to Department of Energy (DOE) approved Project Facilitator vendors and falls under PSC R425 (Support-Professional: Engineering/Technical) and NAICS 541330 (Engineering Services).
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Other files
| File | Type | Posted |
|---|---|---|
| FPL ESPC PF RFQ QandA_2nov26.pdf | ||
| Solicitation 12318727Q0010 DOE Approved Project Facilitator.pdf |
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Text version
Instructions
INSTRUCTIONS: HOW TO USE THIS FORM
| Independent Government Estimate (IGE) |
| No specific format is required for an IGE; however this must be an independent estimate and not a reiteration of a contractor quote. The selected format should generally be in the same level of detail and manner that the Schedule of Items pricing we request from contractors. The estimate should state any underlying assumptions or rationale used in formulating the estimate. Initially the CO will use the IGE to determine the estimated value of the procurement and to identify the appropriate procurement thresholds applicable to the solicitation. Later the IGE is compared to prices received to evaluate an offeror’s understanding of the government requirements and in supporting a price reasonableness determination. |
EXPLANATION OF TABS
| Stand Alone IGE: | Use if the below do not apply to your requirement. |
| Stand Alone IGE w/options: | Use if you have a requirement where you know you have an ongoing/recurring need year after year. |
| IDIQ: | Use if you have a need that is reoccurring or multi-year requirement. |
| Task Order: | Use if you want to issue a order against an existing contract or agreement. |
CONTRACT (NO OPTIONS)
SCHEDULE OF ITEMS
Forest Products Laboratory DISTRICT/FOREST/STATION/ACTIVITY PROJECT TITLE: ESPC Project Facilitator
| Period of Performance (Required for Services and A&E) | 11/15/2026 - 12/31/2029 | ||||
| Anticipated Delivery Date (Required for Supply and Construction) | Delivery Date | ||||
| SCHEDULE OF ITEMS | Price per hour: | ||||
| ITEM | |||||
| NUMBER | DESCRIPTION | PAY UNIT | EST QTY | EST COST | |
| A1 | Project Familiarity Review | HR | $ - 0 | ||
| A3.3 | Engineering & Economic Reviews for Project Development (Phase 2 only) | HR | $ - 0 | ||
| A3.4 | Negotiation & Award Consultation Support (Phase 2 only) | HR | $ - 0 | ||
| A4.1 | Post-Award Kick-off & Design Phase Support (Phase 1 & 2) | HR | $ - 0 | ||
| A4.2 | Installation Phase Support | HR | $ - 0 | ||
| A4.3 | Commissioning & Project Acceptance Support | HR | $ - 0 | ||
| A4.4 | Post-Installation M&V Support | HR | $ - 0 | ||
| A5 | Post-Award, 1st Year M&V - Phase 1 OPTION | HR | $ - 0 | ||
| A5 | Post-Award, 1st Year M&V - Phase 2 OPTION | HR | $ - 0 | ||
| C | Travel - per trip BASE SCOPE | LS | $ - 0 | ||
| C | Travel - per trip OPTION | LS | $ - 0 | ||
| EA - EACH |
MO - MONTH Award anticipated to be a firm fixed price contract.
| SUBTOTAL - Base | $ - 0 |
| SUBTOTAL - All Options | $ - 0 |
| Total (Base plus All Options) | $ - 0 |
CONTRACT (WITH OPTION YRS)
FILL OUT THE AREAS IN RED BELOW
SCHEDULE OF ITEMS
(NAME) DISTRICT/FOREST/STATION/ACTIVITY
PROJECT TITLE: (NAME) WORKPLAN ACQUISITION PLAN/REQUISITION NO: (NUMBER)
| SCHEDULE OF ITEMS | |||
| Period of Performance Base Year: MM/DD/YR – MM/DD/YR | |||
| ITEM | |||
| NUMBER | DESCRIPTION | PAY UNIT | EST QTY |
| 0001 | |||
| 0002 | |||
| 0003 | |||
| 0004 | |||
| 0005 | |||
| 0006 |
| Period of Performance Option Year 1: MM/DD/YR – MM/DD/YR | |||
| ITEM | |||
| NUMBER | DESCRIPTION | PAY UNIT | EST QTY |
| 1001 | |||
| 1002 | |||
| 1003 | |||
| 1004 | |||
| 1005 | |||
| 1006 |
| Period of Performance Option Year 2: MM/DD/YR – MM/DD/YR | |||
| ITEM | |||
| NUMBER | DESCRIPTION | PAY UNIT | EST QTY |
| 2001 | |||
| 2002 | |||
| 2003 | |||
| 2004 | |||
| 2005 | |||
| 2006 |
| Period of Performance Option Year 3: MM/DD/YR – MM/DD/YR | |||
| ITEM | |||
| NUMBER | DESCRIPTION | PAY UNIT | EST QTY |
| 3001 | |||
| 3002 | |||
| 3003 | |||
| 3004 | |||
| 3005 | |||
| 3006 |
| Period of Performance Option Year 4: MM/DD/YR – MM/DD/YR | |||
| ITEM | |||
| NUMBER | DESCRIPTION | PAY UNIT | EST QTY |
| 4001 | |||
| 4002 | |||
| 4003 | |||
| 4004 | |||
| 4005 | |||
| 4006 | |||
| EA - EACH |
MO - MONTH Award anticipated to be a firm fixed price contract.
Task A - ESPC PF Task Cost
Sample Detailed Cost Estimate for Task A
| Forest Products Laboratory Energy Savings Performance Contract Project Facilitator (Phase 1 and 2) |
| PWS |
TASK
| NO. | PF | |
| Hourly Rates |
| Hours | Hours | Hours | Hours | Hours | Hours | Hours | |||
| A1 | Project Familiarity (Phase 1 and Phase 2) | ||||||||
| A1 | Project Familiarity Review | ||||||||
| Review the Agency site’s documentation to become familiar with the project scope | |||||||||
| Hours Subtotal for Sub-Task A1 | 0.0 | ||||||||
| Total SubTask A1 Staff Cost | $0.00 | $0.00 | |||||||
| Total Hours for Task A1 | 0.0 | Total Cost for Task A1 | |||||||
| Total Task A1 Staff Cost | $0.00 | $0.00 |
A3 Proposal Development and Task Order Award Support (Phase 2 only)
| A3.3 | Engineering and Economic Reviews for Project Development (Phase 2 only) | ||||
| Participate in virtual project development meetings with ESCO, CO/COR | |||||
| Engineering/Technical Review of initial, intermediate, and final proposal with revised IGA | |||||
| Economic Review of Final Proposal with revised IGA (incl. price reasonableness assessment) | |||||
| Comment Consolidation for Reviews | |||||
| QC Check of IGA / Final Proposal Reviews | |||||
| Assistance to Agency on ESCO Responses to IGA/Proposal Reviews | |||||
| Deliverable - Revised IGA / Final Proposal Review Comments w/ Supporting Documents | |||||
| Deliverable - Recommendations on ESCO Responses to IGA/Proposal Reviews | |||||
| Deliverable - Final Proposal/IGA Cost Analysis and Estimate | |||||
| Hours Subtotal for Sub-Task A3.3 | 0.0 | ||||
| Total SubTask A3.4 Staff Cost | $0.00 | $0.00 | $0.00 | $0.00 |
| A3.4 | Negotiation and Award Consultation Support (Phase 2 only) | ||
| Technical Support of Negotiation and Award | |||
| QC Check of Review & Project Award Documents | |||
| Deliverable - Project Development Lessons Learned for ESPC Project | |||
| Deliverable - Recommendations for Negotiation & Award | |||
| Hours Subtotal for Sub-Task A3.4 | 0.0 | ||
| Staff Cost | $0.00 | $0.00 |
| Total Hours for Task A3 | 0.0 | Total Cost for Task A3 | |
| Total Task A3 Staff Cost | $0.00 | $0.00 | |
| A4 | Construction Period and Project Acceptance Support | ||
| A4.1 | Post-Award Kick-off and Design Phase Support - (Phase 1 and 2) | ||
| Participation in Post-Award Kickoff Meeting | |||
| Deliverable: Post-Award Kickoff Meeting Draft Agenda & Comments | |||
| Deliverable: Technical Review of Design Submittals and recommendations | |||
| Deliverable: Technical Review of Installation Plan | |||
| Deliverable: Commissioning plan review and recommendations | |||
| Deliverable - Review and recommendations on other [Design] Submittals and Plans | |||
| Deliverable - Post Award Kickoff Meeting Notes | |||
| Hours Subtotal for Sub-Task A4.1 | 0.0 | ||
| Total SubTask A4.1 Staff Cost | 0.0 | $0.00 |
| A4.2 | Installation Phase Support | ||
| Participation in Construction Kickoff Meeting | |||
| Technical Support of Site Personnel / Review of Issues and Change Orders | |||
| Participation in Installation Phase Meetings | |||
| Deliverable - Construction Kick-off Meeting Notes | |||
| Deliverable - Installation Submittal Comments | |||
| Deliverable - Construction Kickoff Meeting Agenda & Comments | |||
| Deliverable - Technical Issues & Change Orders Review Comments | |||
| Deliverable - Summary of Technical Issues & Change Orders Recommendations | |||
| Hours Subtotal for Sub-Task A4.2 | 0.0 | ||
| Total SubTask A4.2 Staff Cost | 0.0 | $0.00 |
| A4.3 | Commissioning and Project Acceptance Support | ||
| Technical Support of Commissioning/Project Acceptance Issues | |||
| Technical Review of Commissioning Report | |||
| Technical Review of Project Acceptance Docs | |||
| QC Check of Commissioning & Project Acceptance Reviews | |||
| Deliverable - Review Comments for Commissioning Report | |||
| Deliverable - Review Comments for Project Acceptance Docs | |||
| Deliverable - Final Project Acceptance Docs Review comments | |||
| Hours Subtotal for Sub-Task A4.3 | 0.0 | ||
| Total SubTask A4.3 Staff Cost | 0.0 | $0.00 |
| A4.4 | Post-Installation M&V Support | ||
| Technical Review of Post-Installation M&V Report with ECM Performance Review | |||
| QC Check of Post Installation M&V Review | |||
| Deliverable - Post-Installation M&V Report Review Checklist | |||
| Deliverable - Project Implementation Lessons Learned for ESPC Project | |||
| Deliverable - Review Comments for Post-Installation M&V Report with ECM Performance Review | |||
| Hours Subtotal for Sub-Task A4.4 | 0.0 | ||
| Total SubTask A4.4 Staff Cost | 0.0 | $0.00 | |
| Total Hours for Task A4 | 0.0 | Total Cost for Task A4 | |
| Total Task A3 Staff Cost | $0.00 | $0.00 |
| A5 | First Year of Performance Support (Optional) | ||
| Post-Award, First Year M&V - Phase 1 | |||
| Technical Review of 1st Year M&V Report with ECM Performance Review | |||
| QC Check of 1st Year M&V Report Review | |||
| Deliverable - Review Comments for 1st Year M&V Report with ECM Performance Review | |||
| Deliverable - Technical Performance Issues Recommendations | |||
| Deliverable - Annual M&V Report Review Checklist | |||
| Hours Subtotal for Task A5, Optional Activities | 0.0 | ||
| Total SubTask A5 Staff Cost, Optional Activities - Phase 1 | 0.0 | $0.00 |
| Post-Award, First Year M&V - Phase 2 | ||
| Technical Review of 1st Year M&V Report with ECM Performance Review | ||
| QC Check of 1st Year M&V Report Review | ||
| Deliverable - Review Comments for 1st Year M&V Report with ECM Performance Review | ||
| Deliverable - Technical Performance Issues Recommendations | ||
| Deliverable - Annual M&V Report Review Checklist | ||
| Hours Subtotal for Task A5, Optional Activities | 0.0 | |
| Total SubTask A5 Staff Cost, Optional Activities - Phase 2 | 0.0 | $0.00 |
| Total Hours for Task A5 | 0.0 | Total Cost for Task A5 |
| Total Task A5 Staff Cost, Optional | $0.00 | $0.00 |
| Total Hours for Tasks A1-A5 | 0.0 | Total Cost |
| Staff Cost | $0.00 | $0.00 |
Task C - Per Trip Cost Sample Detailed Cost Estimate for Task C
| Forest Products Lab, Madison, WI | |||||||
| DESCRIPTION | QTY | TYPE | COST PER | SUBCOST | TAX RATE | TAX COST | SUBTOTAL |
| Airfare including fees | RT | $0.00 | $0.00 | $0.00 | |||
| Baggage Fees | Each | $0.00 | $0.00 | $0.00 | |||
| Lodging | Nights | $0.00 | $0.00 | $0.00 | |||
| Per Diem, Travel Days | Days | $0.00 | $0.00 | $0.00 | |||
| Full Per Diem | Days | $0.00 | $0.00 | $0.00 | |||
| Rental Car including fees | Days | $0.00 | $0.00 | $0.00 | |||
| Gas/Fuel for Rental Car | Gallons | $0.00 | $0.00 | $0.00 | |||
| Public Transportation Costs | Days | $0.00 | $0.00 | $0.00 | |||
| Airport Parking | Days | $0.00 | $0.00 | $0.00 | |||
| POV Mileage | Miles |
tc={1F37AB43-6C9D-4200-BE0A-C04570057F79}: [Threaded comment]
Your version of Excel allows you to read this threaded comment; however, any edits to it will get removed if the file is opened in a newer version of Excel. Learn more: https://go.microsoft.com/fwlink/?linkid=870924
Comment:
| This is now $0.70 per mile | $0.00 | $0.00 | $0.00 | ||||
| Hotel Parking | Days | $0.00 | $0.00 | $0.00 | |||
| Other Misc. Costs (Tolls, etc.) | LOT | $0.00 | $0.00 | $0.00 | |||
| $0.00 | $0.00 | $0.00 | |||||
| $0.00 | $0.00 | $0.00 |
Estimated Cost Per Trip $0.00 This is now $0.70 per mile
File details come from the government source that posted it. Updated .