APPENDIX_J__Information_on_Completing_Appendix_I.pdf

APPENDIX J

INFORMATION FOR COMPLETION OF

APPENDIX I-1, I-2, I-3, I-4 & I-5

1. BINDING RATES TABLES (APPENDIX I-1, I-2 and I-3)

The binding rates tables consist of Appendix I-1, I-2, I-3, I-4 and I-5. The offeror shall use the excel tables provided and may only alter them as described below. The offeror is responsible for assuring that all formulas are correct and sheets are properly linked and accurately roll up into the summary sheets. Binding rates for labor and equipment must be provided for all work described in the offeror’s Seed Task Order Technical Approach as described in Factor 3 regardless of whether the labor or equipment is provided by the Prime/JV Partnership or a subcontractor. The offeror must provide binding rates for subcontractors proposed to be utilized in the Seed Task order technical approach regardless of the percentage of work performed by the subcontractor.

A. Appendix I-1 – The offeror shall complete Appendix I-1 for the Prime/JV Partnership.

The offeror shall provide binding rates for all labor and equipment that is identified in the offeror’s Seed Task Order Technical Approach in Factor 3. Include the Prime/JV Partnership role or roles as indicated on the worksheets.

(1) Binding Rates of Professional Labor for Prime Contractor Tab - All proposed labor identified in the offeror’s Seed Task Order that will be performed by the Prime/JV Partnership, shall be entered in the Binding Rates Labor Tab in Appendix I-1 for the base year and outgoing years. The offeror shall submit its binding hourly rates for labor including all mark-ups and adjustments, representing contract cost. Title of the professional labor type will include description of home or field use.

(2) Calculated Rates of Professional Labor for Prime Contractor Tab – All proposed labor identified in the offeror’s Seed Task Order that will be performed by the Prime/JV Partnership shall be entered in the Labor Tab in Appendix I-1. The offeror shall submit its binding hourly rates for labor including direct rate, combined markup (from the markup tab) and fully burdened rate for the home and field office. Some employees may work in both the home office and the field office. In that case, they may have different markups applied to them depending on their location. For employees working in both the home office and the field office, their rates must be listed under both Home Office and Field Office rates. The offeror shall note next to the job title if the job title will be covered by subcontractor, and shall reference which subcontractor that title will be covered by. An appropriate entry for that job title will then be made in Appendix I-2. The job titles shown are given as an example of the types the Government anticipates will be used for the Seed Task Order. Each offeror shall complete the table within the Labor Tab including the Government-provided job titles and the offeror’s title for each job if the title differs from the Government’s.

If the offeror is including additional job titles, please use specific, descriptive job titles so that it is clear from the proposal what types of work the job titles are anticipated to perform. For the purposes of this solicitation, an example of a job title is Chemist and job category examples are Chemist Senior, Mid or Junior. Each offeror shall list categories of job titles and appropriate category (Senior, Mid, Junior). The offeror may add a column with the offeror’s standard classification titles next to the government titles. Each offeror shall add any other job titles to the list that the offeror has included in their Seed Task Order Technical Approach in Factor 3. If a job title is listed in the table which an offeror normally accounts for totally as an indirect cost, the offeror shall not include the job title as a direct cost and shall note this with an N/A and provide an explanation in the notes in Section 7 of the cost proposal.

Along with the listing of professional labor, any work being performed by the Prime/JV Partnership involving the use of construction labor that is not subcontracted, such as skilled labor and equipment operators, shall be added, listed, and show the rate calculated.

(3) Binding Rates of Equipment for Prime Contractor Tab – All proposed equipment identified in the offeror’s Seed Task Order that will be performed by the Prime/JV Partnership, shall be entered in the Binding Rates Equipment Tab in Appendix I-1 for the base year and outgoing years. The offeror shall submit its binding hourly rates for equipment, noting operating use as normal or severe, and including all mark-ups and adjustments, representing contract cost.

(4) Calculated Rates of Equipment for Prime Contractor Tab – The offeror shall complete the Calculated Rates of Equipment Tab with all equipment that is being supplied by the Prime/JV Partnership. All equipment that is referenced in the Seed Task Order Technical Approach in Factor 3 shall be included. Binding rates for equipment shall be included regardless of the decision to buy, lease, and rent and/or depreciate the equipment. The offeror shall include the direct rate, and fully marked up monthly, weekly, and daily operating rates and monthly, weekly, and daily standby rates. The offeror shall provide the equipment type (for example, “crane”), make and model number (for example, “Hydra I0”).

Note the following exclusions to Equipment Rates. Total hourly, weekly and monthly rates for owning and operating equipment do not include allowances for the following:

• Mobilization and demobilization.

• Field office overhead expenses.

• Home office or general and administrative (G&A) overhead expenses.

• Investment tax credit.

• Contingency allowance.

• Profit or fee.

• Parts and labor escalation.

• Other Ownership Elements

• Allowable ownership and operating costs shall be determined in accordance with FAR 3I.I05 (d)(2)(i).

(5) Mark-ups Tab – The offeror shall include all markups to be applied to direct labor to develop the fully burdened labor rate in the Labor Tab. This distinction addresses any differences in indirect cost rates applied to home office and field office overhead. The labor markup includes all payroll taxes, insurance, fringe benefits, G&A, FAC Capital Cost of Money, etc. The offeror shall include all markups to develop the fully marked up equipment in the Equipment Tab. Do not include prime fee as a markup. Additional rows may be added to account for any additional markups. Use one row per markup with a description of the markup. The combined markup represents the total markup to be applied to labor or equipment.

(6) Binding Rates Other Direct Costs (ODCs) for Prime Contractor Tab – All proposed other direct costs identified in the offeror’s Seed Task Order that will be performed by the Prime/JV Partnership, shall be entered in the Binding Rates ODCs Tab in Appendix I-1 for the base year and outgoing years. The offeror shall submit its binding rates for the contract cost of supplemental equipment and items not captured elsewhere in the proposal. These items shall include reasonable descriptions. The government has provided an assumed list of items in this tab. The contractor shall modify this listing, adding and subtracting items so that it is applicable and accurate to the contractors proposed means and methods.

B. Appendix I-2 – Appendix I-2 shall be completed separately for each subcontractor identified in the offeror’s Seed Task Order Technical Approach Factor 3. Include the subcontractor’s role or roles as indicated on the worksheets. Binding rates shall include all job titles and equipment associated with each subcontractor’s role mentioned in the offeror’s Seed Task Order Technical Approach of Factor 3.

(1) Binding Rates of Professional Labor for Subcontractor Tab - All proposed labor identified in the offeror’s Seed Task Order that will be performed by the Subcontractor, shall be entered in the Binding Rates Labor Tab in Appendix I-2 for the base year and outgoing years. The offeror shall submit its binding hourly rates for labor including all mark-ups and adjustments, representing contract cost. Title of the professional labor type will include description of home or field use.

(2) Calculated Rates of Professional Labor for Subcontractor Tab – All proposed labor identified in the offeror’s Seed Task Order that will be performed by the subcontractor shall be entered in the Labor Tab in Appendix I-2. The offeror shall submit their subcontractor’s binding hourly rates for labor including direct rate, combined markup (from the markup tab) and fully burdened rate for the home and field office. Some employees may work in both the home office and the field office. In that case, they may have different markups applied to them depending on their location. For employees working in both the home office and the field office, their rates must be listed under both Home Office and Field Office rates. The offeror shall note next to the job title if the job title will be covered by subcontractor, and shall reference which subcontractor that title will be covered by. The job titles shown are given as an example of the types the Government anticipates will be used for the Seed Task Order. Each offeror shall complete the table within the Labor Tab including the Government-provided job titles and the offeror’s title for each job if the title differs from the Government’s.

If the offeror is including additional job titles, please use specific, descriptive job titles so that it is clear from the proposal what types of work the job titles are anticipated to perform. For the purposes of this solicitation, an example of a job title is Chemist and job category examples are Chemist Senior, Mid or Junior. Each offeror shall list categories of job titles and appropriate category (Senior, Mid, Junior). The offeror may add a column with the offeror’s standard classification titles next to the government titles. Each offeror shall add any other job titles to the list that the offeror has included in their Seed Task Order Technical Approach in Factor 3. If a job title is listed in the table which an offeror normally accounts for totally as an indirect cost, the offeror shall not include the job title as a direct cost and shall note this with an N/A and provide an explanation in the notes in Section 7 of the cost proposal.

Along with the listing of professional labor, any work being performed by the subcontractor involving the use of construction labor that is not further subcontracted, such as skilled labor and equipment operators, shall be added, listed, and show the rate calculated.

(3) Binding Rates of Equipment for Subcontractor Tab – All proposed equipment identified in the offeror’s Seed Task Order that will be performed by the subcontractor, shall be entered in the Binding Rates Equipment Tab in Appendix I-2 for the base year and outgoing years. The offeror shall submit its binding hourly rates for equipment, noting operating use as normal or severe, and including all mark-ups and adjustments, representing contract cost.

(4) Calculated Rates of Equipment for Prime Contractor Tab – The offeror shall complete the Calculated Rates of Equipment Tab with all equipment that is being supplied by the subcontractor. All equipment that is referenced in the Seed Task Order Technical Approach in Factor 3 shall be included. Binding rates for equipment shall be included regardless of the decision to buy, lease, and rent and/or depreciate the equipment. The offeror shall include the direct rate, and fully marked up monthly, weekly, and daily operating rates and monthly, weekly, and daily standby rates. The offeror shall provide the equipment type (for example, “crane”), make and model number (for example, “Hydra I0”).

Note the following exclusions to Equipment Rates. Total hourly, weekly and monthly rates for owning and operating equipment do not include allowances for the following:

• Mobilization and demobilization.

• Field office overhead expenses.

• Home office or general and administrative (G&A) overhead expenses.

• Investment tax credit.

• Contingency allowance.

• Profit or fee.

• Parts and labor escalation.

• Other Ownership Elements

• Allowable ownership and operating costs shall be determined in accordance with FAR 3I.I05(d)(2)(i).

(5) Mark-ups Tab – The offeror shall include all markups to be applied to direct labor to develop the fully burdened labor rate in the Labor Tab. This distinction addresses any differences in indirect cost rates applied to home office and field office overhead. The labor markup includes all payroll taxes, insurance, fringe benefits, G&A, FAC Capital Cost of Money, etc. The offeror shall include all markups to develop the fully marked up equipment in the Equipment Tab. Additional rows may be added to account for any additional markups.

Use one row per markup with a description of the markup. The combined markup represents the total markup to be applied to labor or equipment.

The Prime/JV Partner shall include the prime’s markup to subcontractor’s fully burdened rate. The subcontractor’s fully burdened rate shall include the subcontractor’s proposed profit. Show the % markup the Prime/JV Partnership will apply to the subcontractor’s total price. An example of this markup is if the Prime/JV Partnership proposes to add G&A and other types of markups to the subcontractor’s price. The offeror shall provide a description of what the markup consists of.

(6) Binding Rates Other Direct Costs (ODCs) for Subcontractor Tab – All proposed other direct costs identified in the offeror’s Seed Task Order that will be performed by the subcontractor, shall be entered in the Binding Rates ODCs Tab in Appendix I-2 for the base year and outgoing years. The offeror shall submit its binding rates for the contract cost of supplemental equipment and items not captured elsewhere in the proposal. These items shall include reasonable descriptions. The government has provided an assumed list of items in this tab. The contractor shall modify this listing, adding and subtracting items so that it is applicable and accurate to the subcontractors proposed means and methods.

C. Appendix I-3 – The offeror shall complete Appendix I-3 for all proposed based equipment that is identified in the offeror’s Seed Task Order technical approach regardless of whether the equipment is provided by the Prime/JV Partnership or subcontractor.

Equipment shall be included regardless of the offeror’s decision to buy, lease, and rent and/or depreciate the equipment. All proposed treatment equipment that is motorized including pumps, tanks, and heavy equipment including dozers, excavators, cranes, etc.

shall be included in the appropriate sheets.

2. SEED TASK ORDER PROPOSAL (APPENDIX I-4 and I-5)

The offeror shall ensure that the binding rates tables and the Seed Task Order tables are consistent. The offeror shall ensure that all worksheets are correctly linked and formulas are correct. All job titles and equipment proposed in Appendix I-4 shall be included in the binding rates tables. The offeror shall ensure that the level of effort, job titles, equipment, other direct costs, and travel are consistent with the offeror’s Seed Task Order Technical Approach proposed in Factor 3 and includes all tasks defined in the Seed Task Order Performance Work Statement whether performed by the offeror or their subcontractors.

A. Appendix I-4 (Prime) - Appendix I-4 shall be completed for the Prime/JV Partnership.

Include the role or roles that the Prime/JV Partnership will perform on the worksheets.

(1) Summary Tab – The offeror shall summarize the total costs for each task and subtask for the Prime/JV Partnership and all subcontractors in this table.

(2) Labor Tab - The offeror shall use the fully burdened binding labor rates for the Prime/JV Partnership to complete this table. The offeror shall include rates for both the home office and the field office in accordance with the offeror’s proposed approach. Job titles and categories may be added to the table as needed to successfully accomplish the work in accordance with the offeror’s technical approach for the Seed Task Order. The offeror shall ensure consistency with the rates in Appendix I-1.

(3) Equipment Tab - The offeror shall use the fully marked up equipment rates for Prime/JV Partnership to complete the table. Equipment may be added to the table as needed to successfully accomplish the work described in the Seed Task Order Performance Work Statement and the offeror’s technical approach for the Seed Task Order. The offeror shall ensure consistency with the rates in Appendix I-1 and 1-3.

(4) Subcontracts Tab - The offeror shall summarize all subcontractor costs and any purchase order costs in this table. Backup information shall be provided for purchase order costs. Sampling and analysis is an example of a possible purchase order. Appendix I-5 for each subcontractor and the basis of estimate shall be considered adequate backup for subcontractors. The offeror shall ensure consistency between this table and all the subcontractor costs presented in Appendix I-5 for each subcontractor.

(5) Other Direct Costs (ODC) Tab - ODC’s are all costs that will be charged as direct costs other than labor and equipment for the Prime/JV Partnership. Offeror’s shall list only those ODC’s that are normally charged as direct costs including all materials and supplies consistent with the offeror’s accounting system. All ODC’s must be supported by backup, calculations, vendor quotes of materials, and/or explanations in Section I0 of the cost proposal.

(6) Travel Tab - The offeror shall present all travel and subsistence. Travel and subsistence cost shall be in accordance with FAR 3I.205-46. The basis of estimate shall include a description of travel related costs and how they were developed including but not limited to place of origin, air fare costs, rental car costs, lodging, miles, subsistence, etc. No fee shall be applied to travel costs.

(7) Fee – Fee shall be applied to the summarized costs in accordance with the fee approach in Section 9 of the cost proposal.

B. Appendix I-5 (Subcontractor) - An Appendix I-5 shall be completed for each subcontractor identified in Seed Task Order Technical Approach Factor 3. Include the subcontractor’s role or roles on the worksheets.

(1) Summary Tab – The offeror shall summarize the total costs for each task and subtask for the subcontractor in this table. The summary costs for each subcontractor shall be included in the Subcontractor Tab in Appendix I-4 for the Prime/JV Partnership.

(2) Labor Tab - The offeror shall use the fully burdened binding labor rates for the subcontractor to complete this table. The offeror shall include rates for both the home office and the field office in accordance with the offeror’s proposed approach. Job titles and categories may be added to the table as needed to successfully accomplish the work described in the offeror’s technical approach for the Seed Task Order in Factor 3. The offeror shall ensure consistency with the rates in Appendix I-2 for the subcontractor.

(3) Equipment Tab - The offeror shall use the fully marked up equipment rates for the subcontractor to complete the table. Equipment may be added to the table as needed to successfully accomplish the work described in the technical approach for the Seed Task Order in Factor 3. The offeror shall ensure consistency with the rates in Appendix I-2 for the subcontractor.

(4) Subcontracts Tab - The offeror shall summarize any purchase order costs specific to the subcontractor in the table. Backup information shall be provided for purchase order costs.

An example of the types of costs to be included as possible subcontractor purchase order costs are sampling and analysis of a subcontractor’s process.

(5) Other Direct Costs (ODC) Tab - ODC’s are all costs that will be charged as direct costs other than labor and equipment for the subcontractor. Offeror’s shall list only those ODC’s that are normally charged as direct costs including all materials and supplies consistent with the offeror’s accounting system. All ODC’s must be supported by backup, calculations, vendor quotes of materials, and/or explanations in Section I0 of the cost proposal.

(6) Travel Tab - The offeror shall present all travel and subsistence. Travel and subsistence cost shall be in accordance with Federal Travel Regulations. No profit or fee shall be applied to travel costs.

(7) Profit– Subcontractor profit shall be applied to the summarized costs.

3. GENERAL INSTRUCTIONS

The Offeror shall assume that binding rates and Seed Task Order costs occur in Year I of the contract.

Show the percentage in its % format. Example, use 25% instead of 0.25. Do not round to the next even dollar. Round only to the nearest cent.

All Appendix I sheets have multiple tabs, except Appendix I-3. The offeror shall provide the information required in each tab to ensure they have included all the pertinent information in their cost proposal.

An explanation must be provided for all entries of “N/A”. Explanations should be provided in the appropriate section of the cost proposal and should be titled Notes on Appendix I-x, with x designating which table the notes refer to and the name of the subcontractor for any notes for Appendix I-3 and I-5.

The offeror shall provide electronic copy of Appendix I-1, I-2, I-3, I-4, and I-5 compatible with Excel 2007 on the CD or DVD submitted for Volume II of the proposal, Revised Cost and Small Business Participation.