I.        Reading the RFP.

a.    The Schedule.  Sections A- H

b.    Contract Clauses.  Section I

c.    List of Documents, Exhibits and Other Attachments. Section J.

d.    Representations and Certs.

e.    Sections L- M

f.     Identifying basic information (Due dates, POP, contract type, fee,  location, hours, labor categories, SCA labor categories, material ODC plugs etc)

 

   II.        Resource gathering

a.    Finding appropriate labor categories to satisfy the RFP requirements

b.    Establishing labor rates.

                                         i.    Finding the appropriate labor rates. Will actual or representative rates be used?

                                       ii.    If an SCA WD is required, identifying the WD rates.

c.    Gathering the hours.

                                         i.    Pulling the hours from the RFP

                                       ii.    What resources to use to estimate labor hours

d.    Gathering material, travel and ODC info.

                                         i.    Finding up to date quotes on materials. Quote validity periods.

                                       ii.    Estimating per diem and other costs associated with travel.

e.    Other Rates/ factors

                                         i.    Escalation (labor and / or ODC)

                                       ii.    Direct productive labor year

                                      iii.    Facilities

                                      iv.    Geographic differentials

 

  III.        BOEs

a.    Defining a BOE

b.    Various resources used during estimation

c.    Compilation of all given resources to form BOE

 

  IV.        Developing and applying indirect rates.

a.    Identify and explain basic indirect rate elements: Fringe, Overhead, Material Handling, Subcontract Administration, Service Centers, General and Administrative

b.    Impacting indirect rates.

                                         i.    Separate costs into direct and indirect

                                       ii.    Select appropriate base units.

                                      iii.    Calculate indirect rates.

c.    Applying indirect rates to build fully burdened rates.

 

   V.        The proposal

a.    Combining all the information to create a cost proposal

b.    Creating the narrative

 

  VI.        The Audit

a.    Initial risk evaluation

b.    Basic audit steps

c.    Potential Falls

 

VII.        The submission

 

VIII.        Intro to Advanced topics.

a.    Teaming (prime/ sub)

b.    Cost type differences

c.    International

d.    Indirect rate pool strategies

e.    Items considered “no cost” to the government

f.     Contractor vs. Employee

g.    Joint ventures