Proposal_Instruction_and_Volume_II_Template__Cost___MOCHA_.docx

HR001124S0035 Volume 2: Cost Volume Template Source Selection Information – See FAR 2.101 and 3.104

HR001124S0035: MOCHA

Proposal Instructions and Volume II Template (Cost)

The Cost Volume should address the full program (base + options) and should include all components described herein. No page limit is specified for the Cost Volume. Information incorporated into the Cost Volume that is not related to cost will not be considered.

All pages shall be formatted for printing on 8-1/2 by 11-inch paper with 1-inch margins and font size no smaller than 11-point. Font sizes of 8 or 10-point may be used for figures, tables, and charts. Submissions should be written in English. The Cost Volume should be in PDF or Microsoft Word formats. Spreadsheet files should be included as a separate file in the full proposal package.

Proposers should use this form and are strongly encouraged to use the DARPA Standard Cost Proposal Spreadsheet) in the development of their cost proposal.

All tabs and tables in the cost proposal spreadsheet should be developed in an editable format with calculation formulas intact to allow traceability of the cost proposal. This cost proposal spreadsheet should be used by the prime organization and all subcontractors. In addition to using the cost proposal spreadsheet, the cost proposal should include all other items required in this announcement that are not covered by the editable spreadsheet. Using the provided cost proposal spreadsheet will assist the Government in a rapid analysis of your proposed costs and, if your proposal is selected for award, accelerate the negotiation and award execution process.

Costs should be traceable between the prime proposer and all sub-awardees/consultants, as well as between the cost volume and the Statement of Work (SOW). This includes ensuring a consistent task structure across all proposal documents. For example, if the SOW shows a task 1.1, the cost proposal spreadsheet should show a task or a tab 1.1 and an explicit cost for that task. Cost information should be provided in sufficient detail to substantiate the proposed prices.

The prime proposer is responsible for the compilation and submission of all non-proprietary sub-awardee cost proposals. Proposal submissions will not be considered complete until the Government has received all subawardee cost proposals.

HR001124S0035 Volume 2: Cost Volume Template Source Selection Information – See FAR 2.101 and 3.104 Proprietary sub-awardee cost proposals may be included as part of the Cost Volume or emailed separately by the sub-awardee to MOCHA@darpa.mil. Email messages should include “Subawardee Cost Proposal” in the subject line and identify the principal investigator, prime proposer organization, and proposal title in the body of the message.

HR0011XXS00XX Volume 2 1

COVER SHEET

[PRIME ORGANIZATION LOGO]

Proposal Title

Proposer Organization

Proposer Reference Number, if any

Address:

Telephone:

Email:

Address:

Telephone:

Email:

Place(s) of Performance

Period(s) of Performance

Months

Organization:

Organization Type:

Year 2: $ Year 3: $ Year 4: $ Total: $

SAM.gov Unique Entity ID (UEI)[endnoteRef:1] [1: The SAM-generated UEI becomes the official identifier for doing business with the U.S. Government. This replaces DUNS.]

Taxpayer identification number (TIN)[endnoteRef:2] [2: See https://www.irs.gov/individuals/international-taxpayers/taxpayer-identification-numbers-tin for information on requesting a TIN. Note, requests may take from 1 business day to 1 month depending on the method (online, fax, mail).]

Commercial and Government Entity (CAGE) code[endnoteRef:3] [3: A CAGE Code identifies companies doing or wishing to do business with the Federal Government. See BAA Section VI.B.2 for further information.]

Administration Office POC at Defense Contract Management Agency (DCMA)[endnoteRef:4] or Office of Naval Research (ONR)[endnoteRef:5], if known [4: https://pubapp.dcma.mil/CASD/CasdSearch.do.] [5: http://www.onr.navy.mil/Contracts-Grants/Regional-Contacts.aspx.]

Name:

Address:

Telephone:

Audit Office POC at Defense Contract Audit Agency (DCAA)[endnoteRef:6], if known [6: http://www.dcaa.mil/Home/Locator?title=Locator]

Name:

Address:

Telephone:

Date Proposal was Prepared

Proposal Validity Period (minimum 120 days)

Table of Contents

NOTE: Instructional text in blue font may be deleted.

Cost Summary [Provide the following cost summary information:

· Cost Summary by Phase:

· Provide total effort cost by phase (or by base effort and options) and by contractor fiscal year. Costs should be broken down by major cost items to include labor costs, materials, travel, consultants, sub-awards, other direct charges (ODCs), indirect costs (overhead, fringe, general and administrative (G&A)), and any proposed fee for the project.]

Cost Details [Provide cost details broken down by the following bullets. Note, costs should include supporting documentation describing the method used to estimate costs:

· Phase

· Contractor fiscal year

· Month

· Statement of work task]

1. Direct Labor [Provide individual labor categories or named personnel with associated labor hours and direct labor rates. In addition, to assess the cost realism of each task and subtask, each task and subtask should include all proposed labor categories with associated labor hours proposed.]

2. Indirect Costs [Identify all indirect cost rates (Fringe Benefits, Overhead, General and &Administrative (G&A) or Facilities and Administration (F&A), Facilities Cost of Money, etc.) and the basis for each. Proposers are encouraged to submit supporting documentation or a description stating how indirect rates are calculated and applied to other proposed cost elements. Proposers who have a signed rate agreement, provisional billing rates, etc. should submit those documents as supporting documentation; see section 10.]

3. Materials [Provide an itemized list of all proposed materials, including quantities, unit prices, proposed vendors (if known), and the basis of estimate (e.g., quotes, prior purchases, catalog price lists, etc.). Any item that exceeds $5,000 should be supported with backup documentation, such as a copy of catalog price lists or quotes prior to purchase.]

4. Equipment Purchases [Provide an itemized list of all proposed equipment, including quantities, unit prices, proposed vendors (if known), and the basis of estimate (e.g., quotes, prior purchases, catalog price lists, etc.). Any item that exceeds $5,000 should be supported with backup documentation, such as a copy of catalog price lists or quotes prior to purchase. Include any requests for Government-furnished equipment or information with cost estimates and delivery dates.]

5. Travel [Provide the purpose of the trip, number of trips, number of days per trip, departure and arrival destinations, number of people, etc. If proposing domestic or internation conferences provide a written explanations as to how travel and/or participation in the conference benefits the overall objectives of the proposed work and program objectives and what task(s) are directly correlated to those benefits.]

6. Other Direct Costs (ODCs) [Provide an itemized breakdown with costs. Backup documentation should be submitted to support proposed costs. An explanation of any estimating factors, including their derivation and application, should be provided.]

7. Cost Sharing [Provide the source, nature, and amount of any industry cost-sharing.]

8. Consultant Costs [Provide a copy of all consultants’ proposed SOWs as well as signed consultant agreements or other documents that verify the proposed loaded daily / hourly rate, hours, and any other proposed consultant costs (e.g., travel).]

9. Subawardee Costs [For each proposed subawardee, provide the information requested above in Sections 1-7. All documentation should be prepared at the same level of detail as that required of the prime proposer.

Provide the following for all proposed sub-awardees, as applicable:

· A copy of the proposed SOW as well as any documents that verify the proposed loaded daily / hourly rate, hours, and any other proposed costs (e.g., travel).

· Interdivisional work transfer agreements or evidence of similar arrangements.

· A cost or price reasonableness analysis of proposed subawardee prices as defined in FAR 15.404-3. Such analysis shall indicate the extent to which the prime contractor has negotiated subcontract prices.]

10. Rate Agreements [Provide any available approved rate information or other documentation that may assist in expediting negotiations (e.g., Forward Pricing Rate Agreement, Department of Health and Human Services (DHHS), or Office of Naval Research (ONR) rate agreements).]

11. Requirements for proposers requesting a procurement contract

· Certified Cost and Pricing Data

[Per FAR 15.403-4, certified cost or pricing data shall be required if the proposer is seeking a procurement contract award per the referenced threshold unless the proposer requests and is granted an exception from the requirement to submit cost or pricing data. Certified cost or pricing data is not required if the proposer proposes a grant, cooperative agreement, or other transaction. Select the most appropriate answer below.]

☐ Certified cost and pricing data is applicable to my proposal. If selected for award, certified cost and pricing data will be submitted upon conclusion of award negotiations.

☐ The total proposed cost of this effort is below the $2M threshold to submit certified cost and pricing data.

☐ Our company is a small business or non-traditional defense contractor. The total proposed value, to include options is under the $7.5M threshold; therefore, our company is exempt from submission of certified cost and pricing data. (ref. Class Deviation 2022-O0005, Revision 2.)

☐ Our company is requesting a grant, cooperative agreement, or other transaction; therefore, this requirement is not required.

· Small Business Subcontracting Plan

[Pursuant to Section 8(d) of the Small Business Act (15 U.S.C. § 637(d)) and FAR 19.702(a)(1), each proposer who submits a contract proposal might be required to submit a subcontracting plan with their proposal. The plan format is outlined in FAR 19.704. Select the most appropriate answer below.]

☐ Our company is a small business; therefore, we are exempt from submitting a small business subcontracting plan.

☐ Our company is requesting a grant, cooperative agreement, or other transaction; therefore, this requirement is not required.

☐ Our company has submitted a small business subcontracting plan in accordance with FAR 17.704, to include formatting and data requirements for the breakout of option years.

· Approved Cost Accounting System (CAS) Documentation

[Proposers requesting a cost-type Procurement contract are required to have a Defense Contract Audit Agency (DCAA) approved cost accounting system. Proposer that that do not have a DCAA approved cost accounting system should submit a Standard Form (SF) 1408; the SF 1408 can be found at http://www.gsa.gov/portal/forms/download/115778. Completed forms should be submitted with the proposal. For more information about the cost accounting system review process, see https://www.dcaa.mil/Checklists-Tools/Pre-award-Accounting-System-Adequacy-Checklist/. Select the most appropriate answer below.]

☐ Our company is requesting a grant, cooperative agreement, or other transaction; therefore, this requirement is not required.

☐ Our company is a small business, and the total cost of our proposal (including options) is less than $7.5M; therefore, our company is exempt from CAS.

☐ CAS Documentation has been provided with this proposal.

12. Requirements for proposers requesting an Other Transaction for Research [Provide the following information where applicable.

Proposers should indicate whether they qualify as a nontraditional Defense contractor,[endnoteRef:7] have teamed with a nontraditional Defense contractor, or are providing a one-third cost share for this effort. Provide information to support the claims. [7: For definitions and information on Other Transaction agreements see http://www.darpa.mil/work-with-us/contract-management#OtherTransactions.]

Provide a detailed list of milestones, including description, completion criteria, due date, and payment/funding schedule (to include, if cost share is proposed, contractor and Government share amounts). Milestones should relate directly to the accomplishment of technical metrics as defined in the solicitation and/or the proposal. While agreement type (fixed price or expenditure-based) will be subject to negotiation, the use of fixed price milestones with a payment/funding schedule is preferred. Proprietary information should not be included as part of the milestones.]