Attachment__2_Reports_of_Work_-_SOL-NC-15-00015.pdf

Attachment #2

REPORTS OF WORK

GENERAL

All reports and data prepared under this contract must be PC-compatible

(MS Word and/or MS Excel).

WORK PLANS

1. Original Work Plan

Twenty (20) calendar days after the effective date of a work assignment issued under this contract, unless otherwise specified in the work assignment, in addition to the Contracting Officer's copy required by the

"Work Assignment" clause of this contract, the Contractor shall submit one

(1) copy of a Work Plan to the Contract-Level COR, and one (1) copy of a Work

Plan to the Work Assignment Manager. The Work Plan is subject to the approval of the Contracting Officer. In addition to the requirements of the

"Work Assignment" clause of this contract, the Work Plan shall consist of the following:

a. a description of the work assignment;

b. a description of the methods and technical approach to be taken to complete the work assignment unless specifically waived in the work assignment.

c. an estimated schedule for completion;

d. a listing of the people proposed to be assigned to the project with an estimate of the time to be spent by each person and a brief description of their qualifications and experience;

e. the estimated cost shall include direct labor, material, other direct costs, indirect costs, consultants and subcontractors; and

f. a description of the quality assurance and quality control procedures which will be used to insure quality of work.

g. A series of graphs reflecting projected cumulative estimated costs (and estimated fee) and labor-hours by month for each task or other logical segment of work for the total work assignment effort.

2. Revisions to Work Plan

The Contractor shall submit revisions to the work plan described above (a) when the original Work Plan is disapproved by the Contracting Officer (b) when directed by the Contract-Level COR pursuant to the Clause entitled "Technical Direction," (c) whenever the work assignment requirements are changed by appropriate work assignment amendment;

(d) when 75% of the estimated hours to complete the assignment have been expended and an adjustment in the approved budget cost estimate would be required to complete the work; and (e) as soon as it appears that the completion date stated in the approved work plan may be exceeded. The

Contractor may submit recommended revisions to the work plan when the contractor believes such revision is deemed desireable for optimum achievement of contract objectives. Every recommended revision to the work plan shall be approved by the Contracting Officer prior to implementation by the Contractor. A copy of each revision shall be submitted to the Contract-

Level COR and the Work Assignment Manger.

3. Approval

Approval of a Work Plan (1) does not constitute a determination of the reasonableness, allowability, or allocability of the cost, (2) does not constitute an agreement to any fee for performance of a work assignment since fee for providing the level of effort and otherwise performing the contract is set forth therein, and (3) does not constitute consent to any proposed subcontracts. Subcontracts must be submitted for consent in accordance with the contract clauses entitled "Competition in Subcontracting" and

"Subcontracts" or "Subcontracts Under Cost-Reimbursement and Letter

Contracts."

MONTHLY PROGRESS REPORTS

EPAAR 1552.211-72 (JUNE 1996) (DEVIATION)

1. Contract Resource Report

The Contractor shall submit a Contract Resource Report in tabular form similar to that presented in the attached. This report shall present actual resource expenditures for the prior month, cumulative resource expenditures through the previous month, and estimated resource expenditures at completion of the assignment. The report shall be submitted by the 15th of each month

(e.g., actual resource expenditures for the period March 1 through 31 and cumulative resource expenditures through March 31 would be due on April 15).

2. Work Assignment Status Report

(a) The Contractor shall furnish three (3) copies of the combined monthly technical and financial progress report stating the progress made, including the percentage of the project completed, and a description of the work accomplished to support the cost. If the work is ordered using work assignments or delivery orders, include the estimated percentage of task completed during the reporting period for each work assignment or delivery order. The report shall include a table comparing planned and actual work assignment expenditures on a monthly basis in a format similar to that presented in the attached.

(b) Specific discussions shall include difficulties encountered and remedial action taken during the reporting period, and anticipated activity with a schedule of deliverables for the subsequent reporting period.

(c) The Contractor shall provide a list of outstanding actions awaiting

Contracting Officer authorization, noted with the corresponding work assignment, such as subcontractor consents, overtime approvals, and work plan approvals.

(d) The report shall specify financial status at the contract level as follows:

(1) For the current reporting period, display the amount claimed.

(2) For the cumulative period and the cumulative contract life display:

the amount obligated, amount originally invoiced, amount paid, amount suspended, amount disallowed, and remaining approved amount. The remaining approved amount is defined as the total obligated amount, less the total amount originally invoiced, plus total amount disallowed.

(3) Labor hours.

(i) A list of employees, their labor categories, and the numbers of hours worked for the reporting period.

(ii) For the current reporting period, display the expended direct labor hours (by EPA contract labor category), and the total loaded direct labor costs.

(iii) For the cumulative contract period display: the negotiated and expended direct labor hours (by EPA labor category) and the total loaded direct labor costs.

(iv) Display the estimated direct labor hours and costs to be expended during the next reporting period.

(4) Display the current dollar ceilings in the contract, net amount invoiced, and remaining amounts for the following categories: Direct labor hours, total estimated cost, award fee pool (if applicable), subcontracts by individual subcontractor, travel, program management, and Other Direct Costs

(ODCs).

(5) Unbilled allowable costs. Display the total costs incurred but unbilled for the current reporting period and cumulative for the contract.

(6) Average total cost per labor hour. For the current contract period, compare the actual total cost per hour to date with the average total cost per hour of the approved workplans.

(e) The report shall specify financial status at the work assignment or delivery order level as follows:

(1) For the current period, display the amount claimed.

(2) For the cumulative period display: amount shown on workplan, or latest work assignment/delivery order amendment amount (whichever is later);

amount currently claimed; amount paid; amount suspended; amount disallowed;

and remaining approved amount. The remaining approved amount is defined as:

the workplan amount or latest work assignment or delivery order amount

(whichever is later), less total amounts originally invoiced, plus total amount disallowed.

(3) Labor hours.

(i) A list of employees, their labor categories, and the number of hours worked for the reporting period.

(ii) For the current reporting period, display the expended direct labor hours (by EPA contract labor hour category) and the total loaded direct labor hours.

(iii) For the cumulative reporting period and cumulative contract period display: the negotiated and expended direct labor hours (by EPA contract labor hour category) and the total loaded direct labor costs.

(iv) Display the estimated direct labor hours and costs to be expended during the next reporting period.

(v) Display the estimates of remaining direct labor hours and costs required to complete the work assignment or delivery order.

(4) Unbilled allowable costs. Display the total costs incurred but unbilled for the current reporting period and cumulative for the work assignment.

(5) Average total cost per labor hour. For the current contract period, compare the actual total cost per hour to date with the average total cost per hour of the approved workplans.

(6) A list of deliverables for each work assignment or delivery order during the reporting period.

(f) This submission does not change the notification requirements of the "Limitation of Cost" or "Limitation of Funds" clauses requiring separate written notice to the Contracting Officer.

(g) The reports shall be submitted to the following addresses on or before the 15th of each month following the first complete reporting period of the contract. See EPAAR 1552.232-70, Submission of Invoices, paragraph

(e), for details on the timing of submittals. Distribute reports as follows:

No. of Copies Addressee

(1) Administrative Contract Specialist

(1) Contract-Level COR

(1) Work Assignment Manager

FINAL SUMMARY REPORTS

1. At the completion of each work assignment requiring summary reports, the

Contractor shall submit two (2) copies of his (her) proposed summary report to the Work Assignment Manager and one (1) copy to the Contract-Level COR for review, with a copy of transmittal to the Contracting Officer, within twenty

(20) calendar days following completion of the technical effort or as otherwise stated in the work assignment.

2. The proposed report shall document in detail all of the work performed under the work assignment including data, analyses, and interpretations, as well as recommendations and conclusions based upon results obtained. The report shall include tables, graphs, diagrams, curves, sketches, photographs, and drawings in sufficient detail to comprehensively explain the results achieved under the work assignment. The report shall be complete in itself and contain no reference, directly or indirectly, to the periodic reports.

3. The content of the proposed report must be of a quality suitable for publication, and it shall be prepared in accordance with The Government

Printing Office Style Manual 2000 incorporated herein by reference. The manual is available at “http://www.access.gpo.gov.” The contractor shall also deliver the report web-ready in a pdf format.

4. After receipt of the Contractor’s proposed summary report, the

Contracting Officer or the Contract-Level COR may require the Contractor to present, at a site chosen by the requester, an informal briefing and review of all work performed under the work assignment.

5. Approval or disapproval (in part or in total) of the summary report will be accomplished by the Work Assignment Manager or Contract-Level COR within fifteen (15) calendar days after receipt. Disapproved reports shall be resubmitted for review following correction of the cited deficiency unless otherwise directed by the Work Assignment Manager or Contract-Level COR.

6. Within twenty (20) calendar days after notification of approval of each summary report, the Contractor shall distribute the specified number of copies, including a reproducible master copy, of the approved report to the addressees listed below:

No. of Copies Addressee

1 Administrative Contracting Officer (transmittal letter only)

1 Contract-Level COR

1* Work Assignment Manager

* Including an error-free manuscript. (An error-free manuscript is described as a typed, error-free original on standard size white bond paper and accompanied by glossy prints of any photographs or illustrations.)

SAMPLE CONTRACT RESOURCE AND WORK ASSIGNMENT STATUS REPORTS

CONTRACT RESOURCE REPORT

For the Reporting Period: ______________________

Contractor and Contract Number:

Option Period and Dates:

Number and Date of Last Funding Modification:

Option Period Funding Option Period Hours

Funding Limit($): Hours Available:

Cumulative Spent ($): Hours Used:

Reserve ($): Hours Remaining:

WA

No.

Short Title

Work Plan

Budget (WPB)

Spent This

Month

Cumulative

Spent (CS)

Remaining

Budget

(WPB - CS)

Estimate at

Completion

WA

End

Date

Hours

TOTALS

PLANNED AND ACTUAL WORK ASSIGNMENT EXPENDITURES

Contractor and Contract Number:

Option Period and Work Assignment Number:

Work Assignment Title:

MONTH

HOURS

DOLLARS

Approved

Actual

Currently

Planned 1

Approved

Actual

Currently

Planned1

October

November

December

January

February

March

April

May

June

July

August

September

TOTALS

1To be updated monthly to reflect planned expenditures for future months.