The file's text, extracted by GovTribe without its formatting.
Instructions
| 47QFPA23R0001 RFP Exhibit A - INSTRUCTIONS TO OFFERORS |
| General Instructions: |
| 1 | Insert Offeror Name |
| 2 | Fill out all applicable yellow highlighted cells on all tabs of this Excel workbook. |
| 3 | Include all applicable prices and costs for the IDIQ contract on the Price Input Tab, including both prime and suboffer (subcontract) amounts. Task order pricing shall go on the subsequent task order tabs of the workbook. |
| 4 | Ensure all formulas are functional and intact on the proposal submission. |
| IDIQ Price Input Tab Instructions: |
| 1 | Column C - If offeror nomenclature differs from Government provided labor category name, add offeror's equivalent or alternative name for each Government provided labor category. Otherwise, leave blank. |
| 2 | Column D - Indicate if information in this row will be for the prime contractor or a subcontractor. Provide subcontractor name if applicable. |
| 3 | Columns F, J, N, R, V - Enter a fully burdened labor rate for each labor category. If proposing subcontractor labor, a separate fully burdened labor rate may be proposed that differs from the rate proposed for prime contractor labor. Provide labor rates that are fair, reasonable, and realistic for the work to be accomplished in the PWS. |
| 4 | If proposing to add indirect burdens to the Government's other direct cost or travel estimate for the IDIQ contract, provide a description of the burden type, applicable rate, and amount for each type of indirect burden in the price narrative, not in this spreadsheet. |
| 5 | Enter any escalation rate used or applied to develop option year labor rates in row 54. |
| 6 | Do not edit Column B labor categories, labor hours per labor category, total labor hours per year, or other direct cost amounts. These are provided for proposal consistency purposes and to help develop realistic maximum IDIQ contract amounts. |
| Task Order 0001 and Sample Task Orders A and B Price Tab Instructions |
| 1 | Fill in applicable direct labor hours and fully burdened hourly labor rates for each labor category proposed for the task order. If a labor category is not used, leave rate and hour information blank. |
| 2 | Fill in any applicable other direct costs and direct travel cost information, as well as any proposed indirect cost burdens. If proposing indirect costs, provide the name of the indirect burden, the indirect rate (%) used. No fee or profit is allowed on ODC or travel. |
| 3 | Ensure totals for Labor hours, labor price, other direct costs, and overall total price are accurate. |
IDIQ Price Input
| | | Base Ordering Period (60 Months) | | | | | | | | | | | | | | | |
| | | Base Year (April 2022 - Mar 2023) | | | Year 1 (April 2023 - Mar 2024) | | | Year 2 (April 2024 - Mar 2025) | | | Year 3 (April 2025 - Mar 2026) | | | Year 4 (Jun 2026 - May 2027) | | | Contract Total |
| CLIN 0001 - Labor Category (LCAT) - Government Site | Provide offeror's equivalent or alternate LCAT name (if different than LCAT Name in Column B, otherwise leave blank) | Indicate if labor proposed is from prime or subofferor (sub) (If sub, also include name of sub) | Estimated Labor Hours | Fully Burdened Labor Rate | Year 1 Total | Estimated Labor Hours | Fully Burdened Labor Rate | Year 2 Total | Estimated Labor Hours | Fully Burdened Labor Rate | Year 3 Total | Estimated Labor Hours | Fully Burdened Labor Rate | Year 4 Total | Estimated Labor Hours | Fully Burdened Labor Rate | Year 5 Total | |
| Subject Matter Expert 1 | | | 14,000 | | $0.00 | 10,000 | | $0.00 | 10,000 | | $0.00 | 10,000 | | $0.00 | 12,000 | | $0.00 | |
| Project Manager | | | 15,000 | | $0.00 | 10,440 | | $0.00 | 10,000 | | $0.00 | 12,000 | | $0.00 | 15,000 | | $0.00 | |
| Consultant | | | 9,711 | | $0.00 | 9,438 | | $0.00 | 9,000 | | $0.00 | 10,000 | | $0.00 | 12,000 | | $0.00 | |
| Project Leader | | | 10,000 | | $0.00 | 10,000 | | $0.00 | 10,000 | | $0.00 | 10,000 | | $0.00 | 12,000 | | $0.00 | |
| Project Coordinator | | | 10,000 | | $0.00 | 10,000 | | $0.00 | 5,000 | | $0.00 | 10,000 | | $0.00 | 10,000 | | $0.00 | |
| Senior Associate | | | 20,000 | | $0.00 | 20,000 | | $0.00 | 20,000 | | $0.00 | 20,000 | | $0.00 | 22,450 | | $0.00 | |
| Associate | | | 20,000 | | $0.00 | 20,000 | | $0.00 | 20,000 | | $0.00 | 20,000 | | $0.00 | 20,000 | | $0.00 | |
| Analyst | | | 20,000 | | $0.00 | 20,000 | | $0.00 | 20,000 | | $0.00 | 20,000 | | $0.00 | 20,000 | | $0.00 | |
| Research Analyst | | | 15,000 | | $0.00 | 15,000 | | $0.00 | 7,939 | | $0.00 | 10,000 | | $0.00 | 10,000 | | $0.00 | |
| Data Collection Manager | | | 10,000 | | $0.00 | 10,000 | | $0.00 | 5,000 | | $0.00 | 10,735 | | $0.00 | 10,143 | | $0.00 | |
| CLIN 0001 - Labor Category - Offsite ( Contractor Facility) | | | | | | | | | | | | | | | | | | |
| Subject Matter Expert 1 | | | 40 | | $0.00 | 30 | | $0.00 | 35 | | $0.00 | 40 | | $0.00 | 40 | | $0.00 | |
| Project Manager | | | 60 | | $0.00 | 60 | | $0.00 | 60 | | $0.00 | 60 | | $0.00 | 60 | | $0.00 | |
| Consultant | | | 376 | | $0.00 | 325 | | $0.00 | 325 | | $0.00 | 325 | | $0.00 | 325 | | $0.00 | |
| Project Leader | | | 110 | | $0.00 | 70 | | $0.00 | 70 | | $0.00 | 70 | | $0.00 | 70 | | $0.00 | |
| Project Coordinator | | | 805 | | $0.00 | 700 | | $0.00 | 700 | | $0.00 | 700 | | $0.00 | 700 | | $0.00 | |
| Senior Associate | | | 920 | | $0.00 | 708 | | $0.00 | 708 | | $0.00 | 700 | | $0.00 | 700 | | $0.00 | |
| Associate | | | 920 | | $0.00 | 700 | | $0.00 | 700 | | $0.00 | 700 | | $0.00 | 700 | | $0.00 | |
| Analyst | | | 1,850 | | $0.00 | 1,700 | | $0.00 | 1,700 | | $0.00 | 1,700 | | $0.00 | 1,700 | | $0.00 | |
| Research Analyst | | | 500 | | $0.00 | 500 | | $0.00 | 500 | | $0.00 | 500 | | $0.00 | 500 | | $0.00 | |
| Data Collection Manager | | | 706 | | $0.00 | 508 | | $0.00 | 435 | | $0.00 | 453 | | $0.00 | 453 | | $0.00 | |
| Total Labor Hours | 149,998 | | 140,179 | | 122,172 | | 137,983 | | 148,841 | | 699,173 | |
| Total Labor Price | | $0.00 | | $0.00 | | $0.00 | | $0.00 | | $0.00 | $0.00 | CLIN 0001 Grand Total |
| CLIN 0002 - Not to Exceed Travel | $225,000.00 | CLIN 0002 GrandTotal |
| CLIN 0003 - Not to Exceed ODC's | $1,979,000.00 | CLIN 0003 Grand Total |
Totals $2,204,000.00 Grand Total
Indicate Any Escalation (Esc.) Rate Applied to labor rates from one year to the next in this row as a percentage (example: 2.0%) Esc. rate for Year 1 Esc. rate for Year 2 Esc. rate for Year 3 Esc. rate for Year 4
Task Order 0001 Price
| CLIN 0001 - Labor Category (LCAT) - Government Site | Estimated Labor | Proposed Labor Hours | Fully Burdened Labor Rate | Price | If proposed, provide quantity and description and unit prices of any ODCs and travel related to Task Order 0001 here: |
| Subject Matter Expert 1 | 90 | | | $ - 0 | |
| Project Manager | 1900 | | | $ - 0 | |
| Consultant | 1350 | | | $ - 0 | |
| Project Leader | 4050 | | | $ - 0 | |
| Project Coordinator | 0 | | | $ - 0 | |
| Senior Associate | 2210 | | | $ - 0 | |
| Associate | 2280 | | | $ - 0 | |
| Analyst | 1990 | | | $ - 0 | |
| Research Analyst | 0 | | | $ - 0 | |
| Data Collection Manager | 0 | | | $ - 0 | |
| CLIN 0001 - Labor Category (LCAT) - Contractor Site | Estimated Labor | Proposed Labor Hours | Fully Burdened Labor Rate | Price | |
| Subject Matter Expert 1 | 0 | | | $ - 0 | |
| Project Manager | 0 | | | $ - 0 | |
| Consultant | 0 | | | $ - 0 | |
| Project Leader | 0 | | | $ - 0 | |
| Project Coordinator | 0 | | | $ - 0 | |
| Senior Associate | 0 | | | $ - 0 | |
| Associate | 0 | | | $ - 0 | |
| Analyst | 0 | | | $ - 0 | |
| Research Analyst | 0 | | | $ - 0 | |
| Data Collection Manager | 0 | | | $ - 0 | |
| TOTAL CLIN 0001 PRICE ==> | | | | $ - 0 | |
| CLIN 0002 - Other Direct Costs (if applicable) | | | | $ - 0 | |
| Name of Indirect burden (if Applicable): | | Rate | | | |
| Total Other Direct Costs (CLIN 0002) | | $ - 0 |
| CLIN 0003 - Travel (if applicable) | | $ - 0 |
| Name of Indirect burden (if Applicable): | Rate | |
Total Travel (CLIN 0003) $ - 0
| Total Price for Task Order | $ - 0 |
| For CLINs 0002 and 0003, please note that regardless of the number of burdens and their applicable rates, the CLIN value is a not-to-exceed (NTE) ceiling and is the maximum amount that the Government will pay. | |
Sample Task A Price
| CLIN 0001 - Labor Category (LCAT) - Government Site | Estimated Labor | Proposed Labor Hours | Fully Burdened Labor Rate | Price | If proposed, provide quantity and description and unit prices of any ODCs and travel related to Sample Task A here: |
| Subject Matter Expert 1 | 96 | | | $ - 0 | |
| Project Manager | 1225 | | | $ - 0 | |
| Consultant | 1363 | | | $ - 0 | |
| Project Leader | 1374 | | | $ - 0 | |
| Project Coordinator | 0 | | | $ - 0 | |
| Senior Associate | 1065 | | | $ - 0 | |
| Associate | 340 | | | $ - 0 | |
| Analyst | 0 | | | $ - 0 | |
| Research Analyst | 0 | | | $ - 0 | |
| Data Collection Manager | 0 | | | $ - 0 | |
| CLIN 0001 - Labor Category (LCAT) - Contractor Site | Estimated Labor | Proposed Labor Hours | Fully Burdened Labor Rate | Price | |
| Subject Matter Expert 1 | 0 | | | $ - 0 | |
| Project Manager | 0 | | | $ - 0 | |
| Consultant | 0 | | | $ - 0 | |
| Project Leader | 0 | | | $ - 0 | |
| Project Coordinator | 0 | | | $ - 0 | |
| Senior Associate | 0 | | | $ - 0 | |
| Associate | 0 | | | $ - 0 | |
| Analyst | 0 | | | $ - 0 | |
| Research Analyst | 0 | | | $ - 0 | |
| Data Collection Manager | 0 | | | $ - 0 | |
| TOTAL CLIN 0001 PRICE ==> | | | | $ - 0 | |
| CLIN 0002 - Other Direct Costs (if applicable) | | | | | |
| Name of Indirect burden (if Applicable): | | Rate | 10% | | |
| | | | $ 3.00 | |
| Total Other Direct Costs (CLIN 0002) | | $ 3.00 |
| CLIN 0003 - Travel (if applicable) | | |
| Name of Indirect burden (if Applicable): | Rate | |
Total Travel (CLIN 0003) $ - 0
| Total Price for Task Order | $ 3.00 |
| For CLINs 0002 and 0003, please note that regardless of the number of burdens and their applicable rates, the CLIN value is a not-to-exceed (NTE) ceiling and is the maximum amount that the Government will pay. | |
Sample Task B Price
| CLIN 0001 - Labor Category (LCAT) - Government Site | Estimated Labor | Labor Hours | Fully Burdened Labor Rate | Price | If proposed, provide quantity and description and unit prices of any ODCs and travel related to Sample Task B here: |
| Subject Matter Expert 1 | 10 | | | $ - 0 | |
| Project Manager | 771 | | | $ - 0 | |
| Consultant | 773 | | | $ - 0 | |
| Project Leader | 1882 | | | $ - 0 | |
| Project Coordinator | 0 | | | $ - 0 | |
| Senior Associate | 793 | | | $ - 0 | |
| Associate | 753 | | | $ - 0 | |
| Analyst | 785 | | | $ - 0 | |
| Research Analyst | 0 | | | $ - 0 | |
| Data Collection Manager | 0 | | | $ - 0 | |
| CLIN 0001 - Labor Category (LCAT) - Contractor Site | Estimated Labor | Labor Hours | Fully Burdened Labor Rate | Price | |
| Subject Matter Expert 1 | 0 | | | $ - 0 | |
| Project Manager | 0 | | | $ - 0 | |
| Consultant | 0 | | | $ - 0 | |
| Project Leader | 0 | | | $ - 0 | |
| Project Coordinator | 0 | | | $ - 0 | |
| Senior Associate | 0 | | | $ - 0 | |
| Associate | 0 | | | $ - 0 | |
| Analyst | 0 | | | $ - 0 | |
| Research Analyst | 0 | | | $ - 0 | |
| Data Collection Manager | 0 | | | $ - 0 | |
| TOTAL CLIN 0001 PRICE ==> | | | | $ - 0 | |
| CLIN 0002 - Other Direct Costs (if applicable) | | | | | |
| Name of Indirect Burden (if Applicable) and the Applicable Rate Per Each Burden | | | | | |
| Total Other Direct Costs (CLIN 0002) (Not-to-Exceed or NTE) | $ 3,000.00 |
| CLIN 0003 - Travel (if applicable) | |
| Name of Indirect Burden (if Applicable) and the Applicable Rate Per Each Burden | |
Total Travel (CLIN 0003) (Not-to-Exceed or NTE) $ 37,000.00
| Total Price for Task Order | $ 40,000.00 |
| Footnote: For CLINs 0002 and 0003, please note that regardless of the number of burdens and their applicable rates, the CLIN value is a not-to-exceed (NTE) ceiling and is the maximum amount that the Government will pay. | |
Personnel Requirements
| PERSONNEL LABOR CATEGORIES | DESCRIPTION | REQUIRED DEGREE OR EQUIVALENT | REQUIRED YEARS OF EXPERIENCE | If applicable, provide offeror's equivalent or alternate LCAT name (if different than LCAT Name in Column B, otherwise leave blank) |
| Subject Matter Expert I | Possesses highly specialized knowledge in areas of particular value of clients. Demonstrates mastery of scarce capability or area of expertise which dictates high compensation. Identifies areas in which theoretical research may enhance clients’ performance and leads efforts to advance understanding in these areas. Provides expertise including an understanding of current best practices and appropriate implementation of the latest techniques and tools. In addition to providing specialized advice, delivers presentations, leads client meetings, and performs assessments. | Must possess at least a MA/MS (or equivalent) in the candidate's area of specialty | | |
| A Bachelor's degree and 6 years of relevant experience may be substituted for a MA/MS | At least 8 years of relevant experience as a specialist (with a title and responsibility appropriate to a recognized expert in field) |
| Project Manager |
Note that 1 (one) Full Time Equivalent (FTE) Project Manager (PM) is required to be Key Personnel (Key) and will work at the IDIQ level. This Key PM will be reimbursed on individual orders and will not be paid directly from the IDIQ.
Additional PMs may be proposed at the order-level and are not required to be Key. The Project Manager (PM) shall be the Contractor's primary point of contact for the government on all areas of performance under this requirement. The PM will be responsible for providing project management capabilities, including scheduling and attending meetings, developing agendas, documenting meeting minutes, and coordinating survey review packages. Must possess at least a Ph.D in an interdisciplinary field
| 10 years of relevant experience may be substituted in place of a Ph.D | At least 8 years of relevant experience | | |
| Consultant | Has mastery of and provides advice in a particular area of expertise. Provides expertise including an understanding of current best practices and appropriate implementation of the latest techniques and tools. Delivers presentations, leads client meetings, and performs assessments. Applies expertise and experience to execute clients’ initiatives and lead efforts toward positive change. | Must possess at least a MA/MS (or equivalent) in the candidate's area of specialty |
A Bachelor's degree and 6 years of experience may be substituted for a MA/MS At least 8 years of relevant professional experience, including at least 4 years leading projects
Project Leader Responsible for management and supervision of the research team, quality control, review and approval of deliverables and assisting managers and directors in determining the overall approach to a project. Directs the completion of project specific tasks within time frame and budget. Leads project meetings and client presentations. Must possess at least a MA/MS
| A Bachelor's degree and 6 years of experience may be substituted for a MA/MS | At least 5 years of relevant professional experience and experience, including at least 1 year leading projects | | |
| Project Coordinator | Responsible for coordination of individual or multiple projects including quality control, communications and assisting managers and directors in ensuring quality and timely completion of projects within time frame and budget. Coordinators’ experiences and skills allow them to manage different aspects of complex projects and effectively organize and track them for clients. | Bachelors Degree |
6 years of experience can be substituted for a Bachelors Degree
| At least 5 years of relevant project experience | | |
| Senior Associate | Provides guidance and direction for specific sub-tasks of a project. Holds specific expertise in one or more key areas and knowledgeable in others. Interfaces with the client on regular basis. Produces deliverables with minimal supervision from senior team members including presentations, reports, etc. Supports the completion of project specific tasks within estimated time frames and budget constraints. Supports presentations and client meetings. | Must possess at least a MA/MS |
| A Bachelor's degree and 6 years of experience may be substituted for a MA/MS | At least 4 years of relevant professional research experience | | |
| Associate | Interfaces with the client on regular basis. Produces deliverables under supervision of senior team members including presentations, reports, etc. Supports the completion of project specific tasks within estimated time frames and budget constraints. Supports presentations and client meetings. | Must possess at least a Bachelor's Degree |
| There is no equivalency for years of relevant experience. A Bachelor's degree is required for this position. | At least 3 years of relevant professional research experience | | |
| Analyst | Plans, develops, or conducts surveys, studies, and/or survey sampling. Analyze and interpret the meaning of survey data, determine survey objectives, or suggest or test question wording. Develop or apply mathematical or statistical theory and methods to collect, organize, interpret, and summarize numerical data to provide usable information. Develop survey samples, statistically weight data. | Bachelor's or higher in the field of statistics, surveys, data science, psychology, sociology, or economics |
There is no equivalency for years of relevant experience. A Bachelor's degree is required for this position.
| At least 2 years of relevant experience in a similar position | | | |
| Research Analyst | Skilled in gathering, analyzing and working with data to improve efficiency; effective communicator; and able to present the data in anunderstandable format for business decision-makers. | Bachelor's Degree or a minimum of 2 years' experience in a similar position is required | At least 2 years of relevant experience in a similar position |
| Data Collection Manager | Skilledin managing all aspects of the data collection group along with overseeing and contributing to all phases of collection and can demonstrate attention todetail, strong initiative, a passion for innovation, and a vast planning andorganizational skill set. | Bachelor's Degree or a minimum of 2 years' experience in a similar position is required | At least 2 years of relevant experience in a similar position |
| | Footnote: In the event of an education/experience substitution, the substituted education/experience must be in addition to the other requirements. | |
For example, for the Project Manager, if 10 years of relevant experience are used to substitute for a PhD for the Project Manager, then the Project Manager must have at least 18 years of relevant experience (10 to substitute for the PhD and 8 to meet the required years of experience).
Another example is the Subject Matter Expert I - if a candidate is using a Bachelor's degree and 6 years of relevant experience to substitute for a MA/MS, the candidate needs a total of 14 years of relevant experience (6 for the substitution and 8 to meet the required years of experience).
