JSC S

1
Welcome
Information Technology and Multimedia Services
(ITAMS) Contract Jannette Bolden Herb
Rocha Cost/Price Analysts August 25, 2009
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Safety and Administrative Information
Restrooms can be found in the hallway outside
this ballroom Fire exits are the front entrance
and side exit doors. In the event of a fire, you
must move at least 75ft. away from the
building Please adjust all cell phones and pagers
to the Off or Vibrate setting
Fire Exits
Fire Exit
Fire Exit
Restrooms
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Agenda

• SEB Pricing Process
• Independent Government Estimate (IGE), Section L,
  Tables 1-3
• Mission Suitability Volume I, Part B, L.19.3.1.2
  Specific Technical Understanding and Resources
• Workbook Templates Overview
• Technical Workbook Templates (Attachment L-5)
• Other Workbook Templates (Attachment L-6)
• (Total Compensation Templates)
• IDIQ Workbook Templates (Attachment L-4)
• IDIQ Process Flowchart
• Common Cost Volume Errors

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Questions and Answers

• Verbal questions pertaining to the cost templates
  only are allowed during this breakout session
  however, any responses to the verbal questions
  shall not be construed as an official answer.
• To obtain an official answer, attendees may
  submit questions in writing on the forms provided
  at the registration desk.
• Please place your questions in the box located in
  the back of the room prior to leaving the
  conference.
• Written questions may also be submitted via the
  ITAMS website.
• ITAMS website http//procurement.jsc.nasa.gov/it
  ams
• Official responses to questions will be posted on
  both the NAIS and ITAMS websites prior to the
  release of the Final RFP.
• NAIS website http//prod.nais.nasa.gov/cgi-bin/n
  ais/index.cgi

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The SEB Pricing Process

• What does the SEB do with your cost/price
  proposal?
• Request a DCAA audit for all prime offerors and
  major subcontractors (Major Subcontractor -
  annual contract value at or above 1M)
• DCAA Cognizant Audit Office Template (Section L)
  should be delivered with the Past Performance
  (October 28, 2009) and Cost Volumes (November 18,
  2009)
• Cost proposals should be delivered to cognizant
  audit office concurrent with the cost volume
• Read all narrative portions of Cost Volume
• Validate all offerors excel models

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The SEB Pricing Process (Contd)

• What does the SEB do with your cost/price
  proposal?
• Integrate pricing models of prime and major subs
  
• Test models
• Make probable cost adjustments/cost realism (only
  if necessary)
• Full Time Equivalent (FTE) People/Skill Mix
• Non-labor Resources
• Incumbent Labor Rates
• Direct Labor and Indirect Rates Adjustment
• Develop Pricing Charts for Presentation to the
  Source Selection Authority (SSA)
• Proposed Cost vs. Probable Cost and Delta
• Rationale for Probable Cost adjustments

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Section L Mission Suitability Volume I, Part B

• Specific Technical Understanding and Resources
  Requirements Table
• Offerors are required to respond to paragraphs
  A, B, and C per level of detail indicated
  for each Task Order.
• A - Technical Understanding of Requirements
• B - Basis of Estimate
• C - Technical Resources Templates (Technical
  Workbook)

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Examples of Detail Requirements
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Independent Government Estimate (IGE)

• What is the IGE?
• Governments best estimate of resources (FTE,
  skill mix, non- labor resources) to perform the
  five task orders
• Grass roots estimate, not budgetary
• IGE Provided to offerors in Draft RFP, Section
  L
• Page L-33 Table 1 by each Task Order for CY 1
  only, and
• Page L-34, Table 2 at the cumulative task order
  level by Skill Mix (Standard Labor Category) for
  CY 1 only
• The IGE is not intended to influence the
  offerors proposed estimates. Offerors shall
  develop their own estimates that are
• Consistent with Management Approach
• Consistent with Technical Approach

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Workbook Templates

• Technical Workbook Templates
• IDIQ Technical Resources Template (TRT)
• IDIQ Technical Resources Summary Template (TRST)
• Efficiency Template (ET)
• Not required of Minor Subcontractors (Annual
  contract value at or below 1M)

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Workbook Templates (Contd)

• Other Workbook Templates
• Ostensible Contracting Template (OCT A and OCT B)
• Total Compensation Templates (TC(a), TC(b),
  TC(c), TC(d), TC(e))
• Phase-in Template (PIT)
• Overhead Template (OHT)
• GA Template (GAT)
• Minor Subcontractor Pricing Template (MST)
• Conversion Factor Template (CFT)
• Cognizant Audit Office Template (CAOT)
• Not required of Minor Subcontractors (Annual
  value at or above 1M/year)

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Workbook Templates (Contd)

• IDIQ Workbook Templates
• IDIQ TRST (Technical Workbook)
• IDIQ Rates Development Template Contractor
  Specific (ICST)
• IDIQ Rates Development - Team Template (ITT)
• Prime Burdens Template (PBT)
• Task Order Pricing Template (TOPT)
• IDIQ Summary Cost Template (ISCT)
• Not required of Minor Subcontractors (Annual
  value at or above 1M/year)

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IDIQ Flowchart
IDIQ RATES DEVELOPMENT TEMPLATE CONTRACT SPECIFIC
(prime)
IDIQ TEAM TEMPLATE
FBR
TRST
IDIQ RATES DEVELOPMENT TEMPLATE CONTRACT SPECIFIC
(MAJOR SUB)
IDIQ PRIME BURDENS TEMPLATE
TASK ORDER PRICING TEMPLATE
SFBR
IDIQ COST SUMMARY TEMPLATE
IDIQ RATES DEVELOPMENT TEMPLATE CONTRACT SPECIFIC
(MAJOR SUB)
SFBR
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Common Cost Volume Errors

• Proposals with omissions
• Incumbent Retention Percentage (LPT, OPT and TRT)
• Detail on Overhead, GA and Other Indirect Rates
• Narrative supporting rationale
• Logic Issues
• Non-incumbent who propose 100 Incumbent
  Retention for Program Managers and other Key
  Personnel
• Failure to follow Section L Cost/Template
  instructions
• Fully Burdened Labor Rates placed where Direct
  Labor Rates are Required
• Placing Hard Numbers Instead of links where
  appropriate
• Not submitting cost proposals to cognizant DCAA
  Office

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Common Cost Volume Errors

• Lack of reconciliation between different areas of
  the proposal
• Technical
• Management
• Staffing
• Cost
• Basis of any estimate needs to be explained
• Specific
• Objective

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Questions and Answers
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Thank you for attending!
A copy of this presentation will be posted on
the ITAMS website Please visit http//procuremen
t.jsc.nasa.gov/itams