Attachment_No._1_Contractor_Spending_Plan.pdf

INSTRUCTIONS AND TEMPLATE FOR CONTRACTOR SPENDING PLAN

Attachment No. 1

CONTRACTOR SPENDING PLAN - INSTRUCTIONS

The Contractor Spending Plan (CSP) is an important tool for projecting and tracking contract costs and progress each task under the contract.

Applicability

The Nuclear Regulatory Commission (NRC) requires that the CSP be completed for cost reimbursement contracts when the award amount is expected to exceed $100,000 and the period of performance is expected to exceed 6 months. For task order type contracts, a CSP is required when an individual cost reimbursement task order is expected to exceed the above thresholds. When contract or task order modification increases the contract or task order amount of a cost reimbursement contract or task order to over $100,000 and the period of performance from the effective date of the modification to the contract or task order expiration exceeds 6 months, a CSP is required for all contract work to be performed after the effective date of the modification.

Submission

1. A CSP is required:

a. as part of the cost proposal for a cost reimbursement contract or individual task order, or modification to a contract or task order which meets the above thresholds;

b. as part of the Best and Final Offer (if requested) as a result of negotiations;

2. Updated CSP information is required on a monthly basis or as approved by the CO as part of the

“Financial Status Report” (Ref: Section F.(fill-in) , “Financial Status Report”).

Format

The attached CSP sample format may be duplicated and used by the Contractor, or modified to permit more accurate reporting or to meet other needs of the contractor. For instance, the sample format provides spaces to report projected costs for 12 months, but the contractor may wish to alter the sample format for shorter or longer contract/task order periods. The contractor may also wish to alter the sample format for ease of typing or automated production. So long as complete information is provided on actual and projected costs or accomplishments, changes to the format to improve relevance to the circumstances are encouraged.

It is up to the discretion of the offeror to determine the appropriate level of cost detail to be presented based on the complexity of the effort. This plan reflects only the minimum requirements for submission of cost details which will be considered for completeness, reasonableness, and as a measure of effective management of the effort. The Contracting Officer reserves the right to request additional cost information, if deemed necessary.

CONTRACTOR SPENDING PLAN (CSP)

(TO BE COMPLETED AS A PART OF THE OFFEROR’S COST PROPOSAL FOR EACH COST REIMBURSEMENT CONTRACT OR INDIVIDUAL TASK ORDER OR FOR ANY CONTRACT OR TASK ORDER MODIFICATION WHICH EXCEEDS $100,000 AND HAS A PERFORMANCE PERIOD EXCEEDING 6 MONTHS)

Solicitation No. Period of Performance: From ______ To ______________

Contract No. ________________________

Task Order No. Modification No. Total Estimated Costs (including fixed fee, $ Offeror/Contractor Name: if any) of the Proposed Contract/Task Order/

Modification (to a contract or task order) at the time of proposal submission. Does not include options.

Provide cost details by month for the total contract/task order/or task order modification

Cost Elements 1st Month 2nd Month 3rd Month 4th Month 5th Month 6th Month

Direct Costs $ $ $ $ $ $

Indirect Costs $ $ $ $ $ $

Total Estimated $ $ $ $ $ $ Costs including fixed fee if any

Projected Completion % % % % % %

Cost Elements 7th Month 8th Month 9th Month 10th Month 11th Month 12th Month

Direct Costs $ $ $ $ $ $

Indirect Costs $ $ $ $ $ $

Total Estimated $ $ $ $ $ $

Costs including fixed fee if any

Projected Completion % % % % % %

2. Updated CSP information is required on a monthly basis or as approved by the CO as part of the “Financial Status Report” (Ref: Section F.(fill-in) , “Financial Status Report”).