Attachment 10 Budget Cost Forms by 6195nl1

VIEWS: 4 PAGES: 11

									                                                              Exhibit B
                                                           Attachment 10
                                                           Company Name
               Time intervals from the start of the project through            Projected Hourly Unloaded Rates ($) *
                         the Contract Term End Date. (Use your        From:              From:             From:
                     organization's Fiscal Year start / end dates.)    To:                To:                To:
                                                                       ($) Unloaded       ($) Unloaded       ($) Unloaded
             Name                        Job Classification/Title
                                                                        Ceiling Rate       Ceiling Rate       Ceiling Rate




             * Your actual billable rates cannot exceed the ceiling rates specified in this exhibit.
             As a reminder, this sheet lists the capped unloaded (that is, before fringe benefits or any other
             overhead) rates. This is the highest rate that is actually paid to the employee (before FB, IOH, G&A, or
             Profit are added to the rate).


             PLEASE SEE THE INSTRUCTIONS SHEET FOR DETAILED INFORMATION ON COMPLETING THIS FORM.




                                                               Page 1 of 7                                                            800-10-801
O:af2/9/11                                              B-1 Unloaded Hourly Rates                                            ESAD TECH SUPPORT
                                                              Exhibit B
                                                           Attachment 10
                                                           Company Name
               Time intervals from the start of the project through            Projected Hourly Unloaded Rates ($) *
                         the Contract Term End Date. (Use your        From:              From:             From:
                     organization's Fiscal Year start / end dates.)    To:                To:                To:
                                                                       ($) Unloaded       ($) Unloaded       ($) Unloaded
             Name                        Job Classification/Title
                                                                        Ceiling Rate       Ceiling Rate       Ceiling Rate




             * Your actual billable rates cannot exceed the ceiling rates specified in this exhibit.
             As a reminder, this sheet lists the capped unloaded (that is, before fringe benefits or any other
             overhead) rates. This is the highest rate that is actually paid to the employee (before FB, IOH, G&A, or
             Profit are added to the rate).


             PLEASE SEE THE INSTRUCTIONS SHEET FOR DETAILED INFORMATION ON COMPLETING THIS FORM.




                                                              Page 2 of 7                                                             800-10-801
O:af2/9/11                                            B-1Sub Unloaded Hourly Rates                                           ESAD TECH SUPPORT
                                                       Exhibit B
                                                    Attachment 10


                                               Company Name
                                                                            Percentage Rate

Time intervals from the start of the project            Fringe     Indirect
through the Contract Term End Date. (Use your Benefits Overhead                     General &
organization's Fiscal Year start / end dates.)            (FB)       (OH)    Administrative (GA)        Profit (P)
  From:                       To:                          %          %                %                   0%
  From:                       To:                          %          %                %                   0%
  From:                       To:                          %          %                %                   0%
  From:                       To:                          %          %                %                   0%
  From:                       To:                          %          %                %                   0%
Note: Use the categories that you typically use in your standard business practice.


                                         List the budget expense items to which the indirect costs or fees are
                                                       applied. Use the following abbreviations:
          Indirect Category                     DL = Direct Labor, FB = Fringe Benefits, M = Materials,
                                         EQ = Equipment, T = Travel, MS = Miscellaneous, S = Subcontracts,
                                               OH = Indirect Overhead, G&A = General & Administrative
Fringe Benefits
Indirect Overhead
General & Administrative
Profit*




List items you include in each category (e.g., vacation, retirement plan, telephone, secretarial, rent/lease,
insurance, etc.). If vacation, holidays, or sick leave are included, do not double count in your hourly rate
calculations.

             Fringe Benefits                     Indirect Overhead                  General & Administrative




* Prime Contractor profit not allowed on Subcontractor invoices.

PLEASE SEE THE INSTRUCTIONS SHEET FOR DETAILED INFORMATION ON COMPLETING THIS FORM.
If the budget forms are not filled out completely your bid will be rejected.




                                                     Page 3 of 4                                        800-10-801
O:af2/9/11                                        B-2 Indirect Costs                           ESAD TECH SUPPORT
                 Exhibit B
              Attachment 10




                Page 4 of 4                800-10-801
O:af2/9/11   B-2 Indirect Costs   ESAD TECH SUPPORT
                 Exhibit B
              Attachment 10




                Page 5 of 4                800-10-801
O:af2/9/11   B-2 Indirect Costs   ESAD TECH SUPPORT
                         Exhibit B
                      Attachment 10




HIS FORM.




                        Page 6 of 4                800-10-801
        O:af2/9/11   B-2 Indirect Costs   ESAD TECH SUPPORT
                                                       Exhibit B
                                                    Attachment 10


                                               Company Name
                                                                            Percentage Rate

Time intervals from the start of the project            Fringe     Indirect
through the Contract Term End Date. (Use your Benefits Overhead                     General &
organization's Fiscal Year start / end dates.)            (FB)       (OH)    Administrative (GA)        Profit (P)
  From:                       To:                          %          %                %                   0%
  From:                       To:                          %          %                %                   0%
  From:                       To:                          %          %                %                   0%
  From:                       To:                          %          %                %                   0%
  From:                       To:                          %          %                %                   0%
Note: Use the categories that you typically use in your standard business practice.


                                         List the budget expense items to which the indirect costs or fees are
                                                       applied. Use the following abbreviations:
          Indirect Category                     DL = Direct Labor, FB = Fringe Benefits, M = Materials,
                                         EQ = Equipment, T = Travel, MS = Miscellaneous, S = Subcontracts,
                                               OH = Indirect Overhead, G&A = General & Administrative
Fringe Benefits
Indirect Overhead
General & Administrative
Profit*




List items you include in each category (e.g., vacation, retirement plan, telephone, secretarial, rent/lease,
insurance, etc.). If vacation, holidays, or sick leave are included, do not double count in your hourly rate
calculations.

             Fringe Benefits                     Indirect Overhead                  General & Administrative




* Prime Contractor profit not allowed on Subcontractor invoices.

PLEASE SEE THE INSTRUCTIONS SHEET FOR DETAILED INFORMATION ON COMPLETING THIS FORM.
If the budget forms are not filled out completely your bid will be rejected.




                                                    Page 7 of 4                                         800-10-801
O:af2/9/11                                      B-2Sub Indirect Costs                          ESAD TECH SUPPORT
                           Exhibit B
                        Attachment 10




HIS FORM.




                         Page 8 of 4                  800-10-801
        O:af2/9/11   B-2Sub Indirect Costs   ESAD TECH SUPPORT
                                                                             Exhibit B
                                                                          Attachment 10

                                                    Insert Name of Prime Contractor or Subcontractor

                                                                                        Current Hourly
                                                                                          Rate ($)                             Projected Hourly Rates ($)
                                                                                Dates: From:                 From:            From:           From:             From:
                                                                                        To:                   To:              To:             To:               To:

                Name                                 Job Classification/Title             ($) Rate Cap       ($) Rate Cap     ($) Rate Cap     ($) Rate Cap     ($) Rate Cap




                                                                                  Instructions:
 1 Complete one form each for the prime and all subcontractors.
 2 List names in alphabetical order and provide job classifications or titles. NOTE: Classifications not listed require a formal contract amendment.
   For each person or job classification, first list their current loaded hourly rate cap in the "Current Hourly Rates ($)" column. In the "Projected Hourly Rates ($) columns,
 3 enter the rates for each year of the Contract (use the start/"From" and end/"To" dates of your organization's fiscal year for each period).
 4 The loaded hourly rate is defined as base labor plus fringe benefits, indirect rates (overhead and administrative, etc., as applicable), and profit (if applicable).
 5 The averave hourly rate used for cost scoring criteria will incorporate all rates provided.




                                                                              Page 9 of 7                                                                  800-10-801
O:af2/9/11                                                              B-3 Loaded Hourly Rates                                                   ESAD TECH SUPPORT
                                                                             Exhibit B
                                                                          Attachment 10

                                                    Insert Name of Prime Contractor or Subcontractor

                                                                                        Current Hourly
                                                                                          Rate ($)                             Projected Hourly Rates ($)
                                                                                Dates: From:                 From:            From:           From:             From:
                                                                                        To:                   To:              To:             To:               To:

                Name                                 Job Classification/Title             ($) Rate Cap       ($) Rate Cap     ($) Rate Cap     ($) Rate Cap     ($) Rate Cap




                                                                                  Instructions:
 1 Complete one form each for the prime and all subcontractors.
 2 List names in alphabetical order and provide job classifications or titles. NOTE: Classifications not listed require a formal contract amendment.
   For each person or job classification, first list their current loaded hourly rate cap in the "Current Hourly Rates ($)" column. In the "Projected Hourly Rates ($) columns,
 3 enter the rates for each year of the Contract (use the start/"From" and end/"To" dates of your organization's fiscal year for each period).
 4 The loaded hourly rate is defined as base labor plus fringe benefits, indirect rates (overhead and administrative, etc., as applicable), and profit (if applicable).
 5 The averave hourly rate used for cost scoring criteria will incorporate all rates provided.




                                                                             Page 10 of 7                                                                  800-10-801
O:af2/9/11                                                            B-3Sub Loaded Hourly Rates                                                  ESAD TECH SUPPORT
                                                                                            Exhibit B
                                                                                         Attachment 10

                                   FB                         IOH                          G&A      G&A                  Profit   Profit                Loaded
Job Classification/Title   DL             FB Base     FB $             IOH Base IOH $                           G&A $                        Profit $
                                   %                          %                            %        Base                 %        Base                Hourly Rate
EXAMPLE 1                  $ 40.00 40%    $ 40.00     $ 16.00 35%       $ 40.00    $ 14.00 15%      $ 40.00     $   6.00 10%      $ 40.00    $   4.00 $     80.00
EXAMPLE 2                  $ 40.00 40%    $ 40.00     $ 16.00 35%       $ 40.00    $ 14.00 15%      $ 56.00     $   8.40 10%      $ 40.00    $   4.00 $     82.40
                                     0%   $   -       $   -     0%      $   -      $   -     0%     $    -      $    -     0%     $      -   $    -   $       -
                                     0%   $   -       $   -     0%      $   -      $   -     0%     $    -      $    -     0%     $      -   $    -   $       -
                                     0%   $   -       $   -     0%      $   -      $   -     0%     $    -      $    -     0%     $      -   $    -   $       -
                                     0%   $   -       $   -     0%      $   -      $   -     0%     $    -      $    -     0%     $      -   $    -   $       -
                                     0%   $   -       $   -     0%      $   -      $   -     0%     $    -      $    -     0%     $      -   $    -   $       -
                                     0%   $   -       $   -     0%      $   -      $   -     0%     $    -      $    -     0%     $      -   $    -   $       -
                                     0%   $   -       $   -     0%      $   -      $   -     0%     $    -      $    -     0%     $      -   $    -   $       -
                                     0%   $   -       $   -     0%      $   -      $   -     0%     $    -      $    -     0%     $      -   $    -   $       -
                                     0%   $   -       $   -     0%      $   -      $   -     0%     $    -      $    -     0%     $      -   $    -   $       -
                                     0%   $   -       $   -     0%      $   -      $   -     0%     $    -      $    -     0%     $      -   $    -   $       -
                                     0%   $   -       $   -     0%      $   -      $   -     0%     $    -      $    -     0%     $      -   $    -   $       -
                                     0%   $   -       $   -     0%      $   -      $   -     0%     $    -      $    -     0%     $      -   $    -   $       -
                                     0%   $   -       $   -     0%      $   -      $   -     0%     $    -      $    -     0%     $      -   $    -   $       -




Instructions:
The purpose of this form is to illustrate how the previous forms capture the break-out of a company's loaded rates.
The loaded rate is the sum of the unloaded hourly rate/ Direct Labor Rate (DL), plus Fringe Benefits (FB), plus Indirect Overhead (IOH), plus General &
Administrative (G&A), plus Profit.
1. Insert all Job Classifications to be charged to this agreement.
2. Insert the DL Rate for each classification. This is the rate that is actually paid to the employee (before FB, IOH, G&A, or Profit).
3. Insert the FB% to be charged to this agreement and copy for each job classification.
4. Insert the Base $ amount for FB (usually just the DL amount).
5. The FB $ will automatically calculate based on the FB% and the FB Base.
6. Complete steps 3 and 4 for IOH, G&A, and Profit.
NOTE: This form automatically calculates the base for all indirect rates as the Unloaded Hourly/ Direct Labor rate (FB% x DL = FB $) (See Example 1). Some
companies may charge indirects on other indirects, for example, the G&A % rate may be charged on a base of DL +FB. If this is the case, the G&A Base must be
modified to read =B2+E2 instead of just =B2. (See example 2)
7. If your company standard is to charge clients at a Loaded Rate, verify that the Loaded Rate calculated on this sheet is accurate. The Loaded Rate is for
verification purposes only. Contractor must invoice with detailed break-out information.

                     Acronyms:
 Direct Labor (Unloaded Hourly Rate)            DL
 Fringe Benefits                                FB
 Indirect Overhead                             IOH
 General & Administrative                      G&A




                                                                                         Page 11 of 7                                                                        800-10-801
o:af2/9/11                                                                          Loaded Rate Calculation                                                         ESAD TECH SUPPORT

								
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