Amendment_1.pdf

(x)

DTFH6116R00015

x x

1 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted ; or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGEMENT TO BE RECEIVED AT

THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted , such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

x

WASHINGTON DC 20590

HCFA

1200 NEW JERSEY AVENUE, SE

OFFICE OF ACQUISITION & GRANTS MGMT

OFFICE OF THE CHIEF FINANCIAL OFFICER

FEDERAL HIGHWAY ADMINISTRATION

01/11/2017000001

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

12. ACCOUNTING AND APPROPRIATION DATA (If required) is not extended.is extended, Items 8 and 15, and returning

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended , by one of the following methods: (a) By completing

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

FACILITY CODE CODE

10B. DATED (SEE ITEM 13)

10A. MODIFICATION OF CONTRACT/ORDER NO.

9B. DATED (SEE ITEM 11)

9A. AMENDMENT OF SOLICITATION NO.

CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code)

7. ADMINISTERED BY (If other than Item 6)CODE 6. ISSUED BY

PAGE OF PAGES

4. REQUISITION/PURCHASE REQ. NO.3. EFFECTIVE DATE2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO. (If applicable)

1. CONTRACT ID CODE

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

12/14/2016

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority) appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

E. IMPORTANT: Contractor is not, is required to sign this document and return __________________ copies to the issuing office.

ORDER NO. IN ITEM 10A.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

This amendment is issued to:

1. Extend the deadline for submission to January 27, 2017.

2. Add attachment J.3 "NHI Needs Assessment Overview."

3. Correct attachment J.7 to include Program Manager as a labor category and clarify the purpose of pages 2, 4, and 6.

4. Add attachments J.6, J.8 and J.9 due to difficulties encountered by some offerors who tried to access the supplied links.

Continued ...

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)15A. NAME AND TITLE OF SIGNER (Type or print)

15C. DATE SIGNED 16B. UNITED STATES OF AMERICA 15B. CONTRACTOR/OFFEROR 16C. DATE SIGNED

(Signature of person authorized to sign) (Signature of Contracting Officer)

Tiffany A. Youther

STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA

FAR (48 CFR) 53.243

NSN 7540-01-152-8070

Previous edition unusable

Except as provided herein, all terms and conditions of the document referenced in Item 9 A or 10A, as heretofore changed, remains unchanged and in full force and effect .

X

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

2 27CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

DTFH6116R00015/000001

Accordingly, the Request for Proposals is amended as follows:

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

Amendment 0001

RFP DTFH611600015

PAGE 1:

DELETE PAGE 1 BLOCK 9:

01/21/2017

INSERT PAGE 1 BLOCK 9:

01/27/2017

DELETE PAGE 1 BLOCK 7:

FEDERAL HIGHWAY ADMINISTRATION

OFFICE OF THE CHIEF FINANCIAL OFFICER

OFFICE OF ACQUISITION & GRANTS MGMT

1200 NEW JERSEY AVENUE, SE

WASHINGTON DC 20590

E66-204 ATTN: Matthew Carr

INSERT PAGE 1 BLOCK 7

US Department of Transportation/ Federal Highway Administration 1200 New Jersey Avenue, SE Room: E62-204 – Mail Code: HCFA-21 Washington, DC 20590

ATTACHMENT J.3:

DELETE

Attachment J.4: Sample Course Development Timeline

NHI 141029 Basic Relocation Dates Product Responsibility Status

10/30/07 Kick Off Meeting Team Complete 11/13/07 Detailed Draft Outline to Tech Panel Contractor 11/8/07 11/21/07 Review Outline & Send Edits to Tech Panel Complete 11/27/07 Consolidate Edits & Send to Contractor & COR COR Complete 11/27/07 Review & Approve Detailed Outline COR Complete 01/29/08 Draft PLP to Tech Panel Contractor 01/25/08 02/05/08 Review PLP & Send Edits to COR Tech Panel Complete 02/08/08 Consolidate PLP Edits & Send to Contractor &

COR

COR 02/8/08

02/12/08 Final Review & Approval of PLP COR Complete 03/21/08 Draft Module 1 to Tech Panel Contractor 03/18/08 03/25/08 Module 1 Webinar Team 03/25/08 03/26/08 Written Comments Module 1 to COR Tech Panel 03/26/08 03/31/08 Consolidate Module 1 Comments to Contractor &

COR

COR 03/31/08

04/09/08 Final Module 1 to COR Contractor 04/04/08 04/15/08 Review & Approval of Module 1 COR 04/08/08 05/08/08 Draft Module 2 to Tech Panel Contractor 05/09/08 05/15/08 Module 2 Webinar Team Complete 05/16/08 Written Comments Module 2 to Tech Panel 05/16/08 05/21/08 Consolidate Mod 2 Comments & Send to

Contractor & COR COR 05/21/08

05/28/08 Final Module 2 to COR Contractor 06/04/08 06/04/08 Review & Approval of Module 2 COR 06/10/08 06/03/08 Draft Module 3 to Tech Panel Contractor 05/30/08

06/05/08 Written Comments Module 3 to Tech Panel Complete 06/09/08 Consolidate Mod 3 Comments to Team

COR

06/07/08

06/09/08 Module 3 Webinar Team Complete 06/11/08 Final Module 3 to COR Contractor 06/11/08 06/17/08 Review & Approval of Module 3 COR 06/17/08 06/20/08 Draft Module 4 & 5 to Tech Panel Contractor 06/20/08 06/26/08 Written Comments Module 4 & 5 to COR Tech Panel 06/26/08 06/30/08 Consolidate Mods 4 & 5 Comments to Team

Marshall 06/30/08

06/30/08 Module 4 & 5 Webinar Team Complete 07/02/08 Final Module 4 & 5 to COR Contractor 07/02/08 07/08/08 Review & Approval of Module 4 & 5 COR 07/08/08 07/08/08 Draft Module 6 & 7 to Tech Panel Contractor 07/08/08 07/11/08 Written Comments Module 6 & 7 to COR Tech Panel 07/11/08 07/15/08 Consolidate Mods 6 & 7 Comments to Team

COR

07/15/08

07/15/08 Module 6 & 7 Webinar Team Complete 07/23/08 Final Module 6 & 7 to COR Contractor 07/23/08 07/28/08 Review & Approval of Module 6 & 7 COR 07/28/08

07/30-31/08 Technical Walk Through Team Complete 08/12-14/08 Pilot- Portland, OR Team Complete

9/30/08 Final Curriculum Materials Contractor Complete

INSERT

Attachment J.3: NHI Needs Assessment Overview

Welcome to a National Highway Institute Needs Assessment

A NHI needs assessment is a focused, off-site meeting of affected stakeholders designed to reach consensus on key aspects related to developing or updating an NHI course. Invitees include FHWA Headquarters Program office and Field staff (Resource Center and/or FHWA Division office representatives); State Department of Transportation staff; representatives from other Federal agencies;

Metropolitan Planning Organization (MPO) staff; resource agency staff; representatives from academia, among other partners and stakeholders.

Information gleaned from participants will be incorporated into the contracting documents provided to those who will be involved in an NHI course development or update. Facilitated by the NHI Training Program Manager, those invited are asked to:

• provide background information on the need for a new or updated training course

• articulate the overall course objective: what is the point or purpose of this training?

• define the target audience: for whom is this training intended?

• determine the delivery method for the training offering: instructor-led, web-based, web conferencing, etc?

• list 5- 7 performance-based course outcomes: what participants will be able to do upon completing the training course,

• suggest resources to assist in new course development or update: regulations, guidance documents, websites, publications, case studies, best practices, et al

• establish minimum course requirements/prerequisites,

• agree on the course title, if this is a new course development.

Ground Rules

• time constrained-- one day meeting,

• turn off cell phones, pagers, et al,

• one person speaks at a time,

• limit side bar discussions– share thoughts with entire group,

• consensus must be reached.

Attachment J.7

DELETE

J.7.1: Prices - Structures Schedule of Rates Structures ID/IQ Fully Loaded Rates Position Year 1 Year 2 Year 3 Year 4 Year 5 Graphics Designer - high Graphics Designer - mid Graphics Designer - low

Learning Management Specialist ISD - high ISD - low ISD - mid Administrative Support IT Specialist - mid IT Specialist - low IT Specialist - high

Transportation SME - high Transportation SME - mid Transportation SME - low

Structures

Position

Loaded Rates Year 1

Loaded Rates Year 2

Loaded Rates Year 3

Loaded Rates Year 4

Loaded Rates Year 5

Year 1 Hours

Year 1 Cost

Year 2 Cost

Year 3 Cost

Year 4 Cost

Year 5 Cost Total

Graphics Designer -high

Graphics Designer - mid

Graphics Designer - low

Learning Management Specialist

ISD - high

ISD - low

ISD - mid

Administrative Support

IT Specialist -mid

IT Specialist -low

IT Specialist -high Transportation SME - high

Transportation SME - mid

Transportation SME - low

Geotech Fully Loaded Rates Position Year 1 Year 2 Year 3 Year 4 Year 5 Graphics Designer -high Graphics Designer -mid Graphics Designer -low Learning Management Specialist ISD - high ISD - low ISD - mid Administrative Support IT Specialist - mid IT Specialist - low IT Specialist - high

Transportation SME -high Transportation SME -mid Transportation SME -low

Geotech

Position

Loaded Rates Year 1

Loaded Rates Year 2

Loaded Rates Year 3

Loaded Rates Year 4

Loaded Rates Year 5

Year 1 Hours

Year 1 Cost

Year 2 Cost

Year 3 Cost

Year 4 Cost

Year 5 Cost Total

Graphics Designer -high

Graphics Designer -mid Graphics Designer -low Learning Management Specialist ISD - high ISD - low ISD - mid Administrative Support IT Specialist - mid IT Specialist - low IT Specialist - high

Transportation SME -high Transportation SME -mid Transportation SME -

Totals

Attachment J.7.3: Prices - Hydraulics Hydraulics ID/IQ Fully Loaded Rates Position Year 1 Year 2 Year 3 Year 4 Year 5 Graphics Designer - high Graphics Designer - mid Graphics Designer - low

Learning Management Specialist ISD - high ISD - low ISD - mid Administrative Support IT Specialist - mid IT Specialist - low IT Specialist - high

Transportation SME - high

Hydraulics

Position

Loaded Rates Year 1

Loaded Rates Year 2

Loaded Rates Year 3

Loaded Rates Year 4

Loaded Rates Year 5

Year 1 Hours

Year 1 Cost

Year 2 Cost

Year 3 Cost

Year 4 Cost

Year 5 Cost Total

Graphics Designer -high Graphics Designer - mid Graphics Designer - low Learning Management Specialist ISD - high ISD - low ISD - mid Administrative Support IT Specialist - mid IT Specialist - low IT Specialist - high

Transportation SME -high

Transportation SME -high

INSERT

J.7.1: Prices - Structures Schedule of Rates Structures ID/IQ Fully Loaded Rates Position Year 1 Year 2 Year 3 Year 4 Year 5 Graphics Designer - high Graphics Designer - mid Graphics Designer - low

Learning Management Specialist ISD - high ISD - low ISD - mid Administrative Support IT Specialist - mid IT Specialist - low IT Specialist - high

Program Manager/Transportation SME - high

Structures: This table is provided for informational purposes only. Hours are assumed to be constant over the five year ordering period. Hours will not be provided to offerors.

Position

Loaded Rates Year 1

Loaded Rates Year 2

Loaded Rates Year 3

Loaded Rates Year 4

Loaded Rates Year 5

Year 1 Hours

Year 1 Cost

Year 2 Cost

Year 3 Cost

Year 4 Cost

Year 5 Cost Total

Graphics Designer -high

Graphics Designer - mid

Graphics Designer - low Learning Management Specialist

ISD - high

ISD - low

ISD - mid

Administrative Support

IT Specialist -mid

IT Specialist -low

IT Specialist -high Program Manager/ Transportation SME - high

Transportation SME - mid

Transportation SME - low

Geotech Fully Loaded Rates Position Year 1 Year 2 Year 3 Year 4 Year 5 Graphics Designer -high Graphics Designer -mid Graphics Designer -low Learning Management Specialist ISD - high ISD - low ISD - mid Administrative Support IT Specialist - mid IT Specialist - low IT Specialist - high

Program Manager/Transportation SME - high Transportation SME -mid

Geotech: This table is provided for informational purposes only. Hours are assumed to be constant over the five year ordering period. Hours will not be provided to offerors.

Position

Loaded Rates Year 1

Loaded Rates Year 2

Loaded Rates Year 3

Loaded Rates Year 4

Loaded Rates Year 5

Year 1 Hours

Year 1 Cost

Year 2 Cost

Year 3 Cost

Year 4 Cost

Year 5 Cost Total

Graphics Designer -high

Graphics Designer -mid Graphics Designer -low Learning Management Specialist ISD - high ISD - low ISD - mid Administrative Support IT Specialist - mid IT Specialist - low IT Specialist - high

Program Manager/Transportation SME - high Transportation SME -mid Transportation SME -

Attachment J.7.3: Prices - Hydraulics Hydraulics ID/IQ Fully Loaded Rates Position Year 1 Year 2 Year 3 Year 4 Year 5 Graphics Designer - high Graphics Designer - mid Graphics Designer - low

Learning Management Specialist ISD - high ISD - low ISD - mid Administrative Support IT Specialist - mid IT Specialist - low IT Specialist - high

Program Manager/Transportation SME - high

Hydraulics: This table is provided for informational purposes only. Hours are assumed to be constant over the five year ordering period. Hours will not be provided to offerors.

Position

Loaded Rates Year 1

Loaded Rates Year 2

Loaded Rates Year 3

Loaded Rates Year 4

Loaded Rates Year 5

Year 1 Hours

Year 1 Cost

Year 2 Cost

Year 3 Cost

Year 4 Cost

Year 5 Cost Total

Graphics Designer -high Graphics Designer - mid Graphics Designer - low Learning Management Specialist ISD - high ISD - low ISD - mid Administrative Support IT Specialist - mid IT Specialist - low IT Specialist - high

Program Manager/Transportation SME - high

Program Manager/Transportation SME - high

ATTACHMENTS

J.6 STANDARD FORM LLL, DISCLOSURE OF LOBBYING ACTIVITIES

J.8 INSTRUCTIONS FOR COMPLETING PUBLIC VOUCHERS (SF-1034)

J.9 INSTRUCTIONS FOR COMPLETING THE SF-1035

DISCLOSURE OF LOBBYING ACTIVITIES Approved by OMB

Complete this form to disclose lobbying activities pursuant to 31 U.S.C. 1352 0348-0046

(See reverse for public burden disclosure.)

1. Type of Federal Action: 2. Status of Federal Action: 3. Report Type:

a. contract a. bid/offer/application a. initial filing

b. grant b. initial award b. material change

c. cooperative agreement c. post-award For Material Change Only:

d. loan year _________ quarter _________

e. loan guarantee date of last report ______________

f. loan insurance

4. Name and Address of Reporting Entity: 5. If Reporting Entity in No. 4 is a Subawardee, Enter Name and Address of Prime:

Tier ______, if known :

Congressional District, if known : Congressional District, if known :

6. Federal Department/Agency: 7. Federal Program Name/Description:

CFDA Number, if applicable: _____________

8. Federal Action Number, if known : 9. Award Amount, if known :

10. a. Name and Address of Lobbying Entity b. Individuals Performing Services (including address if (if individual, last name, first name, MI): different from No. 10a )

(last name, first name, MI ):

(attach Continuation Sheet(s) SF-LLLA, if necessary)

11. Amount of Payment (check all that apply): 13. Type of Payment (check all that apply):

12. Form of Payment (check all that apply):

nature __________ value __________

14. Brief Description of Services Performed or to be Performed and Date(s) of Service, including officer(s), employee(s), or Member(s) contacted, for Payment Indicated in Item 11:

(attach Continuation Sheet(s) SF-LLLA, if necessary)

15. Continuation Sheet(s) SF-LLLA attached:

16. Signature:

Print Name:

Title:

Telephone No.: _______________________ Date:

Authorized for Local Reproduction

Standard Form LLL (Rev. 7-97)

Information requested through this form is authorized by title 31 U.S.C. section 1352. This disclosure of lobbying activities is a material representation of fact upon which reliance was placed by the tier above when this transaction was made or entered into. This disclosure is required pursuant to 31 U.S.C. 1352. This information will be reported to the Congress semi-annually and will be available for public inspection. Any person who fails to file the required disclosure shall be subject to a civil penalty of not less that $10,000 and not more than $100,000 for each such failure.

Prime Subawardee actual planned a. retainer

b. one-time fee

c. commission

d. contingent fee

e. deferred

f. other; specify: _________________________

Yes No

a. cash

b. in-kind; specify:

Federal Use Only:

INSTRUCTIONS FOR COMPLETION OF SF-LLL, DISCLOSURE OF LOBBYING ACTIVITIES

1. Identify the type of covered Federal action for which lobbying activity is and/or has been secured to influence the outcome of a covered Federal action.

2. Identify the status of the covered Federal action.

3.

4.

5. If the organization filing the report in item 4 checks "Subawardee," then enter the full name, address, city, State and zip code of the prime Federal recipient. Include Congressional District, if known.

6. Enter the name of the Federal agency making the award or loan commitment. Include at least one organizationallevel below agency name, if known. For example, Department of Transportation, United States Coast Guard.

7. Enter the Federal program name or description for the covered Federal action (item 1). If known, enter the full Catalog of Federal Domestic Assistance

(CFDA) number for grants, cooperative agreements, loans, and loan commitments.

8.

9. For a covered Federal action where there has been an award or loan commitment by the Federal agency, enter the Federal amount of the award/loan commitment for the prime entity identified in item 4 or 5.

10. (a) Enter the full name, address, city, State and zip code of the lobbying entity engaged by the reporting entity identified in item 4 to influence the covered Federal action.

(b) Enter the full names of the individual(s) performing services, and include full address if different from 10 (a). Enter Last Name, First Name, and Middle Initial (MI).

11.

12. Check the appropriatebox(es). Check all boxes that apply. If payment is made through an in-kind contribution, specify the nature and value of the in-kind payment.

13. Check the appropriate box(es). Check all boxes that apply. If other, specify nature.

14.

15. Check whether or not a SF-LLLA Continuation Sheet(s) is attached.

16. The certifying official shall sign and date the form, print his/her name, title, and telephone number.

This disclosure form shall be completed by the reporting entity, whether subawardee or prime Federal recipient, at the initiation or receipt of a covered Federal action, or a material change to a previous filing, pursuant to title 31 U.S.C. section 1352. The filing of a form is required for each payment or agreement to make payment to any lobbying entity for influencing or attempting to influence an officer or employeeof any agency, a Member of Congress, an officer or employeeof Congress, or an employeeof a Member of Congress in connectionwith a coveredFederalaction. Use the SF-LLLA ContinuationSheet for additional information if the space on the form is inadequate. Complete all items that apply for both the initial filing and material change report. Refer to the implementing guidance published by the Office of Management and Budget for additional information.

Identify the appropriateclassification of this report. If this is a followup report caused by a material change to the information previously reported, enter the year and quarter in which the change occurred. Enter the date of the last previouslysubmitted report by this reporting entity for this covered Federal action.

Enter the full name, address, city, State and zip code of the reporting entity. Include CongressionalDistrict, if known. Check the appropriateclassification of the reporting entity that designates if it is, or expects to be, a prime or subaward recipient. Identify the tier of the subawardee,e.g., the first subawardee of the prime is the 1st tier. Subawards include but are not limited to subcontracts, subgrants and contract awards under grants.

Enter the most appropriate Federal identifying number available for the Federal action identified in item 1 (e.g., Request for Proposal (RFP) number;

Invitation for Bid (IFB) number; grant announcement number; the contract, grant, or loan award number; the application/proposal control number assigned by the Federal agency). Include prefixes, e.g., "RFP-DE-90-001."

Enter the amount of compensationpaid or reasonablyexpectedto be paid by the reporting entity (item 4) to the lobbying entity (item 10). Indicate whether the payment has been made (actual) or will be made (planned). Check all boxes that apply. If this is a material change report, enter the cumulative amount of payment made or planned to be made.

Providea specific and detaileddescription of the services that the lobbyist has performed, or will be expected to perform, and the date(s) of any services rendered. Include all preparatory and related activity, not just time spent in actual contact with Federal officials. Identify the Federal official(s) or employee(s) contacted or the officer(s), employee(s), or Member(s) of Congress that were contacted.

According to the PaperworkReduction Act, as amended,no persons are required to respond to a collection of information unless it displays a valid OMB Control Number. The valid OMB control number for this information collection is OMB No. 0348-0046. Public reporting burden for this collection of information is estimated to average 30 minutes per response, including time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding the burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to the Office of Managementand Budget, Paperwork Reduction Project (0348-0046), Washington, DC 20503.

TAR PART 1232 - CONTRACT FINANCING

PART 1232 - CONTRACT FINANCING

SUBPART 1232.70--CONTRACT PAYMENTS

1232.7002 Invoice and voucher review and approval.

(a) Under fixed-price contracts, the contracting officer shall require the contractor to submit an invoice or voucher in order to receive payment under the contract. The invoice or voucher may be on a form or company letterhead as long as it meets the requirements of the Management and Budget (OMB) regulation at 5 CFR Part 1315 as implemented by (FAR) 48 CFR Subpart 32.9, and the contract.

(b) Under other than fixed-price contracts, the contracting office shall require the contractor to submit the SF 1034, Public Voucher for Purchases and Services Other Than Personal, and the SF 1035, Public Voucher for Purchases and Services Other Than Personal (Continuation Sheet), to request payments. The forms must be completed as required by Appendix A to this part, Instructions for Completing the SF 1034, and Appendix B to this part, Instructions for Completing the SF 1035.

APPENDIX A TO PART 1232

INSTRUCTIONS FOR COMPLETING THE SF 1034

The SF 1034, Public Voucher for Purchases and Services Other Than Personal, shall be completed in accordance with the below instructions. The numbered items correspond to the entries on the form.

Instructions for Completing the SF 1034

Caption on the SF 1034 Data to be Inserted in the Block

1. U.S. DEPARTMENT, BUREAU, OR

ESTABLISHMENT AND LOCATION

Name and address of the contracting office which issued the contract.

Submit Feedback >

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Attachments J.8 and J.9

Matthew.Carr Rectangle

Caption on the SF 1034 Data to be Inserted in the Block

2. DATE VOUCHER PREPARED Date voucher submitted to the designated billing office cited under the contract or order.

3. CONTRACT NO. AND DATE Contract No. and, when applicable, the Order No. and date as shown on the award document.

4. REQUISITION NO. AND DATE Leave blank or fill-in in accordance with the instructions in the contract.

5. VOUCHER NO. Start with "1" and number consecutively. A separate series of consecutive numbers must be used beginning with "1" for each contract number or order number (when applicable). Note: Insert the word "FINAL" if this is the last voucher.

6. SCHEDULE NO.; PAID BY;

DATE INVOICE RECEIVED;

DISCOUNT TERMS; PAYEE'S

ACCOUNT NO.; SHIPPED

FROM/TO; WEIGHT;

GOVERNMENT B/L

Leave all these blocks blank.

7. PAYEE'S NAME AND ADDRESS Name and address of contractor as it appears on the contract. If the contract is assigned to a bank, also show "CONTRACT ASSIGNED" below the name and address of the contractor.

8. NUMBER AND DATE OF ORDER Leave blank. (See #3 above.)

9. DATE OF DELIVERY OR SERVICE The period for which the incurred costs are being claimed (e.g., month and year; beginning and ending date of services, etc.).

Submit Feedback >

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Caption on the SF 1034 Data to be Inserted in the Block

10. ARTICLES OR SERVICES Insert the following: "For detail, see the total amount of the claim transferred from the attached SF 1035, page X of X." One space below this line, insert the following: "COST

REIMBURSABLE-PROVISIONAL

PAYMENT."

11. QUANTITY; UNIT PRICE; (COST;

PER)

Leave blank.

12. AMOUNT Insert the total amount claimed from the last page of the SF 1035.

Payee must NOT use the space below. Do NOT write or type below this line.

APPENDIX B TO PART 1232

INSTRUCTIONS FOR COMPLETING THE SF 1035

The SF 1035, Public Voucher for Purchases and Services Other Than Personal (Continuation Sheet), shall be completed in accordance with the below instructions.

1. Use the same basic instructions for the SF 1035 as used for the SF 1034. Ensure that the contract and, if applicable, order number, are shown on each continuation sheet. Use as many sheets as necessary to show the information required by the contract, contracting officer, or responsible audit agency; however, if more than one sheet of SF 1035 is used, each sheet shall be in numerical sequence.

2. The following items are generally entered below the line with Number and Date of Order;

Date of Delivery or Service; Articles or Services; Quantity; Unit Price; and Amount (but do not necessarily tie to these captions).

3. Description of data to be inserted as it applies to the contract or order number.

a. Show, as applicable, the target or estimated costs, target or fixed-fee, and total contract value, as adjusted by any modifications to the contract or order. The FAR permits the contracting officer to withhold a percentage of fixed fee until a reserve is set aside in an amount that is considered necessary to protect the Government's interest. Submit Feedback >

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Attachment J.9

b. Show the following costs and supporting data (as applicable) to the contract or order:

(1) Direct Labor. List each labor category, rate per labor hour, hours worked, and extended total labor dollars per labor category.

(2) Premium Pay/Overtime. List each labor category, rate per labor hour, hours worked, and the extended total labor dollars per labor category. Note: Advance written authorization must be received from the contracting officer to work overtime or to pay premium rates; therefore, identify the contracting officer's written authorization to the contractor.

(3) Fringe Benefits. If fringe benefits are included in the overhead pool, no entry is required. If the contract allows for a separate fringe benefit pool, cite the formula (rate and base) in effect during the time the costs were incurred. If the contract allows for billing fringe benefits as a direct expense, show the actual fringe benefit costs.

(4) Materials, Supplies, Equipment. Show those items normally treated as direct costs.

Expendable items need not be itemized and may be grouped into major classifications such as office supplies. However, items valued at $5,000 or more must be itemized. See (FAR) 48 CFR Part 45, Government Property, for reporting of property.

(5) Travel. List the name and title of traveler, place of travel, and travel dates. If the travel claim is based on the actual costs expended, show the amount for the mode of travel (i.e., airline, private auto, taxi, etc.), lodging, meals, and other incidental expenses separately, on a daily basis. These actual costs must be supported with receipts to substantiate the costs paid.

Travel costs for consultants must be shown separately and also supported.

(6) Other Direct Costs. Itemize those costs that cannot be placed in categories (1) through (5) above. Categorize these costs to the extent possible.

(7) Total Direct Costs. Cite the sum of categories (1) through (6) above.

(8) Overhead. Cite the rate, base, and extended amount.

(9) G&A Expense. Cite the rate, base, and extended amount.

(10) Total Costs. Cite the sum of categories (7) through (9) above.

(11) Fee. Cite the rate, base, and extended amount.

(12) Total Cost and Fee Claimed. Enter this amount on the SF 1034.

Completion Voucher

The completion (final) voucher is the last voucher to be submitted for incurred, allocable, and allowable costs expended to perform the contract or order. This voucher should include all contract reserves, allowable cost withholdings, balance of fixed fee, etc. However, the amount Submit Feedback >

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of the completion voucher when added to the total amount previously paid cannot exceed the total amount of the contract.

Updated: Tuesday, March 15, 2016

TAR SECTIONS

• TAR Main Page

• Part 1201

• Part 1202

• Part 1203

• Part 1204

• Part 1205

• Part 1206

• Part 1207

• Part 1208

• Part 1209

• Part 1210

• Part 1211

• Part 1212

• Part 1213

• Part 1214

• Part 1215

• Part 1216

• Part 1217

• Part 1218

• Part 1219

• Part 1220

• Part 1221

• Part 1222

• Part 1223

• Part 1224

• Part 1225

• Part 1226

• Part 1227

• Part 1228

• Part 1229

• Part 1230

• Part 1231 Submit Feedback >

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• Part 1232

• Part 1233

• Part 1234

• Part 1235

• Part 1236

• Part 1237

• Part 1238

• Part 1239

• Part 1240

• Part 1241

• Part 1242

• Part 1243

• Part 1244

• Part 1245

• Part 1246

• Part 1247

• Part 1248

• Part 1249

• Part 1250

• Part 1251

• Part 1252

• Part 1253

Contact Us Laverne Taylor Office of Senior Procurement Executive 1200 New Jersey Ave, S.E.

Washington, DC 20590 United States laverne.taylor@dot.gov

Business Hours:

8:00am-4:30pm ET, M-F

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• Transportation Acquisition Regulation

• TAR

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