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					                                          Standard Contract
                                      Budget Workbook Instructions

  I.   General Instructions for Completing the Spreadsheets in this Workbook

             This workbook contains spreadsheets for the Schedule of Deliverables and Due Dates, Gantt Chart,
             budget forms for the prime contractor and major subcontractors, and a List of Contacts. Specific
             instructions for each of the spreadsheets in this workbook are below.


             The electronic version of these documents shows cells of different color. Fill in only the non-colored
             cells for each of the spreadsheets. Do NOT enter data in the blue cells. Blue cells contain formulas or
             data transferred from other worksheets. Blue cells and many of the yellow cells (headings) are
             protected to prevent accidental changes. Please do not attempt to change formulas and references in
             the worksheets unless you are familiar with the operation of the worksheets and you are well-versed in
             MS Excel software.


             Budget requirements are based on PIER-, Energy Commission-, and CA State Contracting Rules. Click
             here to review PIER standard Terms and Conditions.

 II.   Instructions for Exhibit A Attachment A-1, Schedule of Deliverables and the Gantt Chart

 Go     A.   Schedule of Deliverables and Due Dates (Tab: Att A-1 Schedule)
             For each Administrative Task, insert the planned start and completion dates. Please note that it will
             take approximately four months from the date that you complete and turn in these forms to Sparkey until
             there is a final, approved agreement. Pick a start date accordingly so you won't have to rebuild the
             schedule.


             For each Technical Task, insert in the appropriate columns, the name of the task as it is titled in the
             Scope of Work (Exhibit A), the name of the deliverables associated with each task as they are titled in
             the Scope of Work, and the planned start and completion dates. (Note: Dates will display in a red bold
             font if they fall on the weekend. Please correct for this.) Delete or insert rows as necessary. Because
             the task names (up to number 20) are linked with the budget forms, once they are typed onto the
             Schedule, they will carry forward to the budgets. If your project contains more than 20 tasks, you will
             have to link the additional cells or type them into the budget forms.

             For the Final Report Administrative Tasks (1.6, 1.6.1, & 1.6.2), you can either enter the overall start /
             finish dates in task 1.6 or enter the detailed start / finish dates in tasks 1.6.1 & 1.6.2.

             The Critical Project Reviews (and associated CPR Reports) are only shown for example purposes.
             Delete the examples and place CPRs in the appropriate project tasks.


             Do not insert any information in the columns labeled "PIER Funds" and "Match Funds." These cells are
             linked to the budget forms and will automatically fill in once the budget forms are complete.


 Go     B. GANTT Chart (Tab: Att A-1 GANTT) - OPTIONAL
           Starting with Budget template release 04-2008, the Gantt Chart is optional in the contract package. If
           you wish to provide the Gantt Chart as a part of the package, use Excel's <Unhide> feature to reveal
           the Gantt Chart worksheet in this workbook.
           For each Task, insert the planned start and end dates as listed on the Schedule of Deliverables and
           Due Dates. The start and end dates for the overall administrative tasks will be automatically entered
           from the schedule of deliverables. Headings and GANTT bar shadings are automatically
           completed as you enter start and end dates.



04-2008                                                Page 1 of 36
c2733647-7766-406a-8ae8-aa36fcc06266.xls          Instructions With Links
                                       Standard Contract
                                   Budget Workbook Instructions
           Note that the print format is to print the entire Gantt Chart. You may only need a small part of it. Use
           the RED FORMAT BAR at the bottom of the chart as a reference to reduce the print area of your chart.
           (Hint: The bar starts catty-corner to the latest date column in the Gantt Chart.)


           If you have an alternate means of creating a Gantt Chart (such as Microsoft Project), then you may use
           it. However, please make it print one landscape sheet and provide it in a separate electronic file. It
           must be compatible with Energy Commission software programs.

 III. Instructions For Exhibit B Attachments (Budget Forms)

 Go   A.   Budget Summary (Tab: Att B-1 Summary)

           Do not enter any data in this spreadsheet. These are the total task budgets, and the amounts will
           automatically fill in once information is entered on the individual task budgets.

           PIER Budget (Tabs: Att B-2 - Prime PIER, Att B-2 - Major Sub#1 PIER, etc. if more than one major
 Go   B.
           subcontractor)

         Prime and Major Subcontractor Budget Worksheets: The Prime Contractor and Major
         Subcontractors (see the contract Terms & Conditions for definition) must submit information on all the
      Go Exhibit B Budget Attachment forms. Minor subcontractors (see the contract Terms & Conditions for
         definition) do not need to provide detailed budget spreadsheets, but do need to be accounted for in the
         "Minor Subcontractor" table on the "Att B-5 - Proj Oper Exp" worksheet.

           Generally, fill in the PIER reimbursable amounts for each Task.

           For Major Subcontractors, indicate whether they are "Key" and / or Disabled Veteran Business
           Enterprise (DVBE) in the checkboxes.

           Mark the "Key Sub." checkbox if this major subcontractor is considered a key subcontractor to the
           contract. Note: All DVBE subcontractors are considered Key subcontractors; mark this key checkbox,
           too, if you've marked the DVBE checkbox.




04-2008                                             Page 2 of 36
c2733647-7766-406a-8ae8-aa36fcc06266.xls       Instructions With Links
                                      Standard Contract
                                  Budget Workbook Instructions


                                             An Overview of Subcontractors
                                             and Subcontractor Terminology


                     MINOR                                                                    MAJOR
                     SUBCONTRACTORS                                                  SUBCONTRACTORS




                                                        DVBE SUBS.




                                                          KEY SUBCONTRACTORS




          * All Subcontractors are either Minor or Major Subcontractors
          * Some Subcontractors are Key Subcontractors
          * All DVBE Subcontractors are Key Subcontractors



          • Instruction Specific to Rows in Attachment B-2
          For Task 1.1, Kick-off Meeting, and Task 1.3, Final Meeting, budget for the number of technical and
          administrative personnel who will be attending the meeting with PIER staff in Sacramento.

          For Task 1.2, CPR Meetings, and Task 1.11, Conduct PAC Meetings, do not enter travel amounts in
          these rows if travel for these administrative tasks is directly associated with a specific technical
          task. Enter travel expense in those technical tasks.

          Tasks 1.5 and 1.9 do not require funding, which is why the budgets for these tasks are listed as zero.

          For Task 1.6, the Final Report, budget for 1 month for your top technical person and/or best technical
          writer.

          Tasks 1.7 and 1.8 are not reimbursable with PIER funds. Match funds must be used for them.




04-2008                                            Page 3 of 36
c2733647-7766-406a-8ae8-aa36fcc06266.xls      Instructions With Links
                                         Standard Contract
                                     Budget Workbook Instructions
           • Instruction Specific to Columns in Attachment B-2
           The Prime Contractor and Major Subcontractors must provide details of the following expenditures on
           the corresponding tables in worksheet tab "Att B-5 - Project Operating Expense:"
           - For all pre-approved travel contained in the amounts listed in the "Travel" column
           - For any amounts over $5,000 listed in the "Equipment" column (refer to Exhibit G
               Definitions and Exhibit D Special Terms & Conditions)
           - For all contract amounts in either of the columns "Materials" and "Miscellaneous"

           For more information on travel and state reimbursement rates, see this link at the Energy Commission
           Contracts Office website:
           http://www.energy.ca.gov/contracts/TRAVEL_PER_DIEM.PDF


           Do not fill in the column "Major Subcontractors." This information will fill in automatically from the Major
           Subcontractor worksheets.

           Regarding the column "Profit":
           • Contractor profit cannot exceed 10% of the PIER funds allocated to the Task.
           • Prime Contractor cannot derive profit on subcontractor invoices.
           • Subcontractors can derive profit on task work they perform, and their profit cannot exceed 10% of
             the PIER funds allocated to them on the Task.
           •   Subcontractors cannot derive profit on sub-subcontractor invoices.

           • Calculating Amounts for the "Fringe Benefit", "Indirect Overhead", "G&A", and
              "Profit" Columns:
           1. The Budget Amounts in these columns shall match the rate ceilings (percentages) on Exhibit B,
           Attachment B-4 (Calculation of Fringe Benefits, Indirect Overhead, General Administrative Expenses,
           and Profit).

           For example, let's assume the Fringe Benefit amount is calculated by multiplying the rate ceiling
           percentage in Attachment B-4 and direct labor. (Your formula for calculating fringe benefit may be
           different.) If the fringe benefit rate is 25%, the amount in the Fringe Benefit column shall be 0.25 times
           Direct Labor for the task.

           2. If there is more than one rate ceiling (i.e., escalating rates each year) in Attachment B-4, use the
           average of these rates for completing the Budget amounts. (It is acknowledged that -- although not
           completely accurate -- this methodology should be close to the actual number and that it would be too
           onerous to otherwise calculate the Budget using multiple rates.)

           For example, if we follow the same calculation as above for the fringe benefit amount, and the Fringe
           Benefit ceiling rate went from 25% to 26% to 28% in a 3-year period, then the amount in the Fringe
           Benefit column shall be (25 + 26 + 28) / 3 = 26.34% times Direct Labor for the task.


           Personnel Hourly Rates (Tabs: Att B-3 - Prime Rates, Att B-3 - Major Sub#1 Rates, etc. if more
 Go   C.
           than one major subcontractor)


         Exhibit B Attachment B-3 Prime Rates Worksheets: In the first two columns, list the names and job
         classifications for everyone from the Prime Contractor (or Major Subcontractor on its form) that may be
      Go directly billed to this project. If names are not known, leave them blank and list just the job
         classifications. Individuals added after the Agreement is awarded must fall into one of the
         classifications and rates listed, so include all classifications that could be directly billed to this project.




04-2008                                               Page 4 of 36
c2733647-7766-406a-8ae8-aa36fcc06266.xls         Instructions With Links
                                         Standard Contract
                                     Budget Workbook Instructions
            For each person or job classification, first list their current unloaded hourly ceiling rate in the "Current
            Hourly Rates ($)" column. In the remaining columns, enter the rates for each year of the Agreement
            through to the Contract Term End Date (use the start and end dates of your organization's fiscal year for
            each period). If awarded an Agreement from a solicitation, the rates in your proposal become part of
            the signed Agreement and may not be changed. The Energy Commission will reimburse actual
            rates up to the ceilings specified in this Exhibit. Your actual billable rates can not exceed the
            rates specified in this exhibit.

            • Projected rates are acceptable and expected.
            • Average rates for different employees within a classification are not acceptable. If
              different employees are paid at different rates, then list out these employees separately.
            • Enter the total hours on the contract for each employee or position.


         Calculation of Fringe Benefits, Indirect Overhead, General Administrative Expenses, and Profit
 Go   D. Rates (Tabs: Att B-4 - Prime Costs Calc, Att B-4 - Major Sub#1 Costs Calc, etc. if more than one
         major subcontractor)

            In the first table, provide fringe, indirect overhead, G&A and profit rates (%). Profit cannot exceed 10%
            of the PIER funds allocated to the Contractor / Subcontractor on the project. Add columns on separate
            pages, if appropriate, to add your own unique additional costing categories.


            In the second table, list the budget expense items to which the indirect costs or fees are applied for
            fringe benefits, indirect overhead, G&A, and Profit (select from the list on the worksheet). The Prime
            Contractor may not apply profit to subcontractor invoices, nor may subcontractors apply profit to sub-
            subcontractor invoices. All levels of subcontractors can take a profit on their own work.


            In the third table, list items you include in each category (Fringe Benefits, Indirect Overhead, and G&A).


            Note: If your accounting systems and rate structures have been audited by an external agency, please
            provide a copy of their acceptance/approval of your rates and fees.

            Except as provided for in the contract, Contractor shall use the Federal OMB Circulars A-87, A-21, A-
            122 or FAR Part 31 in determining allowable and unallowable costs.
            Go Here for Guidance on Calculating Indirect Rates


            Project Operating Expense Detail & Minor Subcontractor Budget Listing (Tabs: Att B-5 - Proj
 Go    E.
            Oper Exp )

            If the PIER budget forms for the Prime Contractor and all Major Subcontractors contain amounts in the
            columns listed "Travel," "Equipment," "Materials," and "Miscellaneous," then you must provide details of
            those expenditures that are to be pre-approved on the corresponding tables in this worksheet. (See
            notes in section III.B. above.)

            Task numbers must be entered for all items on each table. The task numbers do not carry forward from
            other worksheets because not all tasks will have funds allocated to these areas.

            List both PIER funds and Match funds that are being used in the appropriate columns. A listing of
            match fund expenditures will assist with overall budget management.

                                                    Pre-approved Travel List

04-2008                                               Page 5 of 36
c2733647-7766-406a-8ae8-aa36fcc06266.xls         Instructions With Links
                                        Standard Contract
                                    Budget Workbook Instructions

          For Pre-approved Travel, include at least 3 meetings: the kick-off meeting, critical project review
          meetings, and the final meeting. Also include any other trips that you can identify. Along with the
          purpose, include the destination, names (or titles) of people taking the trip, and the amount for each trip.

          Assign a Trip Number to each trip for reference when invoicing. (Use these trip numbers as a reference
          when filling out invoices for reimbursement.)

          If there are separate trips in each task (for separate purposes), then list them on separate rows in the
          table. Multiple trips within a task for the same purpose can be listed once with a comment on the
          number of trips involved.

          Examples:
          1) three separate trips in task 3 to San Francisco, Los Angeles, and San Diego @ $500 each should be
          listed on three separate rows.
          2) Two trips to Sacramento for PAC Meetings in Task 4 @ $500 each should be described as "PAC
          Meetings - Sacramento (2 trips)" at $1000 total for the task. NOTE: Give these grouped trips a range of
          trip numbers, e.g.: 4-1 and 4-2 .

          Any trips not identified here will need prior written approval by the Commission Contract Manager.
          Please note that travel is reimbursed at state rates.


          For more information on travel and state reimbursement rates, see this link at the Energy Commission
          Contracts Office website:
          http://www.energy.ca.gov/contracts/TRAVEL_PER_DIEM.PDF

                                                          Equipment

          List all equipment that will be purchased partly or in full with PIER funds by both the Prime and the
          Subcontractors. Include the name, a description, the purpose and the amount of each piece of
          equipment. (Refer to Exhibit G Definitions and Exhibit D Special Terms & Conditions for an explanation
          of equipment.) If possible, funds other than those from PIER (including match funds) should be used to
          purchase equipment. A UCC.1 form will be filed with the Secretary of State's Office by the Commission
          Contracts Officer at the start of the Agreement.


                                                            Materials
          Fill out the information requested, and in the "description" field, provide a general (not detailed)
          description of the particulars of the material expenditures.

                                                 Miscellaneous Expenditures




04-2008                                              Page 6 of 36
c2733647-7766-406a-8ae8-aa36fcc06266.xls        Instructions With Links
                                        Standard Contract
                                    Budget Workbook Instructions
           Fill out the information requested, and In the "description" field, provide a general (not detailed)
           description of the particulars of the miscellaneous expenditures.

                                                     Minor Subcontractors
           List out all Minor Subcontractors (see the contract Terms & Conditions for definition) on this table.
           Include the amount of PIER or match funds budgeted to each Minor Subcontractor by task.

           If the Minor Subcontractor has not been determined at the time of the contract package execution, then
           enter a description of the work to be subcontracted along with the PIER / Match budgets for this
           work.

           Mark the "DVBE Sub" checkbox if the minor subcontractor is a DVBE subcontractor.

           Mark the "Key Sub." checkbox if this minor subcontractor is considered a key subcontractor to the
           contract. Note: All DVBE subcontractors are considered Key subcontractors; mark the key checkbox,
           too, if you have marked the DVBE checkbox.


          Contract Match Worksheet: The Prime Contractor and all Subcontractors must submit information
Go     F. about match funding on the Exhibit B, Attachment B-6 Contract Match budget form. (Insert columns for
          additional subcontractors as needed.) Generally, fill in the match-dollar amounts for each Task.


           Rows
           Tasks 1.5 and 1.9 do not require funding, which is why the budgets for these tasks are listed as zero.


           Tasks 1.7 and 1.8 are not reimbursable with PIER funds. Match funds must be used for these tasks.


 Go   G. Additional Notes Worksheet

           If there are additional notes or commentary that is needed for any parts of the Exhibit B Budget
           Attachments, add them here.



           Direct Labor by Task (Tabs: Att B-5 - Prime Task Labor, Att B-5 - Major Sub#1 Task Labor, etc. if
 Go   H.
           more than one major subcontractor) -- OPTIONAL

           Starting with Budget template release 04-2008, the Per-Task Labor tabs are optional in the contract
           package. If you wish to provide the Gantt Chart as a part of the package, use Excel's <Unhide> feature
           to reveal the Gantt Chart worksheet in this workbook. Total Hours for each employee or position are
           entered on the Labor Costs Worksheet.

           In the first two columns, the names and job classifications as listed on the Personnel Hourly Rates and
           Benefits worksheet are autofilled here. (See C, above)

           Insert the number of hours that each person/position listed will work on the corresponding tasks.


 IV. Instructions for Exhibit F, List of Contacts, (Tab: Exh F - List of Contacts)



04-2008                                              Page 7 of 36
c2733647-7766-406a-8ae8-aa36fcc06266.xls        Instructions With Links
                                      Standard Contract
                                  Budget Workbook Instructions
         Insert the name, address, phone number, fax number, and e-mail address of the Contractor's Project
      Go Manager, Contracts Administrator, Accounting Invoicing Contact, and Legal Notice Recipient in the
         spaces provided.


          The name and contact information for the Commission Contract Manager shall be entered by the CCM.


          The Commission Contract Officer is assigned after the contract package is handed in to the Contracts
          Office. Select from the dropdown list of Contract Officers (This will be entered by Energy Commission
          personnel.)




04-2008                                           Page 8 of 36
c2733647-7766-406a-8ae8-aa36fcc06266.xls     Instructions With Links
                                         Standard Contract
                                     Budget Workbook Instructions

  I.   General Instructions for Completing the Spreadsheets in this Workbook

             This workbook contains spreadsheets for the Schedule of Deliverables and Due Dates, Gantt Chart,
             budget forms for the prime contractor and major subcontractors, and a List of Contacts. Specific
             instructions for each of the spreadsheets in this workbook are below.


             The electronic version of these documents shows cells of different color. Fill in only the non-colored
             cells for each of the spreadsheets. Do NOT enter data in the blue cells. Blue cells contain formulas or
             data transferred from other worksheets. Blue cells and many of the yellow cells (headings) are
             protected to prevent accidental changes. Please do not attempt to change formulas and references in
             the worksheets unless you are familiar with the operation of the worksheets and you are well-versed in
             MS Excel software.

             Budget requirements are based on PIER-, Energy Commission-, and CA State Contracting Rules.

 II.   Instructions for Exhibit A Attachment A-1, Schedule of Deliverables and the Gantt Chart

        A.   Schedule of Deliverables and Due Dates (Tab: Att A-1 Schedule)
             For each Administrative Task, insert the planned start and completion dates. Please note that it will
             take approximately four months from the date that you complete and turn in these forms to Sparkey until
             there is a final, approved agreement. Pick a start date accordingly so you won't have to rebuild the
             schedule.


             For each Technical Task, insert in the appropriate columns, the name of the task as it is titled in the
             Scope of Work (Exhibit A), the name of the deliverables associated with each task as they are titled in
             the Scope of Work, and the planned start and completion dates. (Note: Dates will display in a red bold
             font if they fall on the weekend. Please correct for this.) Delete or insert rows as necessary. Because
             the task names (up to number 20) are linked with the budget forms, once they are typed onto the
             Schedule, they will carry forward to the budgets. If your project contains more than 20 tasks, you will
             have to link the additional cells or type them into the budget forms.

             For the Final Report Administrative Tasks (1.6, 1.6.1, & 1.6.2), you can either enter the overall start /
             finish dates in task 1.6 or enter the detailed start / finish dates in tasks 1.6.1 & 1.6.2.

             The Critical Project Reviews (and associated CPR Reports) are only shown for example purposes.
             Delete the examples and place CPRs in the appropriate project tasks.


             Do not insert any information in the columns labeled "PIER Funds" and "Match Funds." These cells are
             linked to the budget forms and will automatically fill in once the budget forms are complete.


        B. GANTT Chart (Tab: Att A-1 GANTT) - OPTIONAL
           Starting with Budget template release 04-2008, the Gantt Chart is optional in the contract package. If
           you wish to provide the Gantt Chart as a part of the package, use Excel's <Unhide> feature to reveal
           the Gantt Chart worksheet in this workbook.
           For each Task, insert the planned start and end dates as listed on the Schedule of Deliverables and
           Due Dates. The start and end dates for the overall administrative tasks will be automatically entered
           from the schedule of deliverables. Headings and GANTT bar shadings are automatically
           completed as you enter start and end dates.




                                                    Page 9 of 36                                          RFP 500-08-503
o: rg 3/24/09                         Attachment 16, Stage 2 Budget Instructions                                  TIBC II
                                       Standard Contract
                                   Budget Workbook Instructions
            Note that the print format is to print the entire Gantt Chart. You may only need a small part of it. Use
            the RED FORMAT BAR at the bottom of the chart as a reference to reduce the print area of your chart.
            (Hint: The bar starts catty-corner to the latest date column in the Gantt Chart.)


            If you have an alternate means of creating a Gantt Chart (such as Microsoft Project), then you may use
            it. However, please make it print one landscape sheet and provide it in a separate electronic file. It
            must be compatible with Energy Commission software programs.

 III. Instructions For Exhibit B Attachments (Budget Forms)

       A.   Budget Summary (Tab: Att B-1 Summary)

            Do not enter any data in this spreadsheet. These are the total task budgets, and the amounts will
            automatically fill in once information is entered on the individual task budgets.

            PIER Budget (Tabs: Att B-2 - Prime PIER, Att B-2 - Major Sub#1 PIER, etc. if more than one major
       B.
            subcontractor)

            Prime and Major Subcontractor Budget Worksheets: The Prime Contractor and Major
            Subcontractors (see the contract Terms & Conditions for definition) must submit information on all the
            Exhibit B Budget Attachment forms. Minor subcontractors (see the contract Terms & Conditions for
            definition) do not need to provide detailed budget spreadsheets, but do need to be accounted for in the
            "Minor Subcontractor" table on the "Att B-5 - Proj Oper Exp" worksheet.

            Generally, fill in the PIER reimbursable amounts for each Task.

            For Major Subcontractors, indicate whether they are "Key" and / or Disabled Veteran Business
            Enterprise (DVBE) in the checkboxes.

            Mark the "Key Sub." checkbox if this major subcontractor is considered a key subcontractor to the
            contract. Note: All DVBE subcontractors are considered Key subcontractors; mark this key checkbox,
            too, if you've marked the DVBE checkbox.




                                                 Page 10 of 36                                        RFP 500-08-503
o: rg 3/24/09                       Attachment 16, Stage 2 Budget Instructions                                TIBC II
                                      Standard Contract
                                  Budget Workbook Instructions


                                              An Overview of Subcontractors
                                              and Subcontractor Terminology


                      MINOR                                                                    MAJOR
                      SUBCONTRACTORS                                                  SUBCONTRACTORS




                                                         DVBE SUBS.




                                                           KEY SUBCONTRACTORS




           * All Subcontractors are either Minor or Major Subcontractors
           * Some Subcontractors are Key Subcontractors
           * All DVBE Subcontractors are Key Subcontractors



           • Instruction Specific to Rows in Attachment B-2
           For Task 1.1, Kick-off Meeting, and Task 1.3, Final Meeting, budget for the number of technical and
           administrative personnel who will be attending the meeting with PIER staff in Sacramento.

           For Task 1.2, CPR Meetings, and Task 1.11, Conduct PAC Meetings, do not enter travel amounts in
           these rows if travel for these administrative tasks is directly associated with a specific technical
           task. Enter travel expense in those technical tasks.

           Tasks 1.5 and 1.9 do not require funding, which is why the budgets for these tasks are listed as zero.

           For Task 1.6, the Final Report, budget for 1 month for your top technical person and/or best technical
           writer.

           Tasks 1.7 and 1.8 are not reimbursable with PIER funds. Match funds must be used for them.




                                                Page 11 of 36                                        RFP 500-08-503
o: rg 3/24/09                      Attachment 16, Stage 2 Budget Instructions                                TIBC II
                                         Standard Contract
                                     Budget Workbook Instructions
            • Instruction Specific to Columns in Attachment B-2
            The Prime Contractor and Major Subcontractors must provide details of the following expenditures on
            the corresponding tables in worksheet tab "Att B-5 - Project Operating Expense:"
            - For all pre-approved travel contained in the amounts listed in the "Travel" column
            - For any amounts over $5,000 listed in the "Equipment" column (refer to Exhibit G
                Definitions and Exhibit D Special Terms & Conditions)
            - For all contract amounts in either of the columns "Materials" and "Miscellaneous"


            For more information on travel and state reimbursement rates, see this link at the Energy Commission
            Contracts Office website:
            http://www.energy.ca.gov/contracts/TRAVEL_PER_DIEM.PDF

            Do not fill in the column "Major Subcontractors." This information will fill in automatically from the Major
            Subcontractor worksheets.

            Regarding the column "Profit":
            • Contractor profit cannot exceed 10% of the PIER funds allocated to the Task.
            • Prime Contractor cannot derive profit on subcontractor invoices.
            • Subcontractors can derive profit on task work they perform, and their profit cannot exceed 10% of
              the PIER funds allocated to them on the Task.
            •   Subcontractors cannot derive profit on sub-subcontractor invoices.

            • Calculating Amounts for the "Fringe Benefit", "Indirect Overhead", "G&A", and
               "Profit" Columns:
            1. The Budget Amounts in these columns shall match the rate ceilings (percentages) on Exhibit B,
            Attachment B-4 (Calculation of Fringe Benefits, Indirect Overhead, General Administrative Expenses,
            and Profit).

            For example, let's assume the Fringe Benefit amount is calculated by multiplying the rate ceiling
            percentage in Attachment B-4 and direct labor. (Your formula for calculating fringe benefit may be
            different.) If the fringe benefit rate is 25%, the amount in the Fringe Benefit column shall be 0.25 times
            Direct Labor for the task.

            2. If there is more than one rate ceiling (i.e., escalating rates each year) in Attachment B-4, use the
            average of these rates for completing the Budget amounts. (It is acknowledged that -- although not
            completely accurate -- this methodology should be close to the actual number and that it would be too
            onerous to otherwise calculate the Budget using multiple rates.)

            For example, if we follow the same calculation as above for the fringe benefit amount, and the Fringe
            Benefit ceiling rate went from 25% to 26% to 28% in a 3-year period, then the amount in the Fringe
            Benefit column shall be (25 + 26 + 28) / 3 = 26.34% times Direct Labor for the task.


            Personnel Hourly Rates (Tabs: Att B-3 - Prime Rates, Att B-3 - Major Sub#1 Rates, etc. if more
       C.
            than one major subcontractor)


            Exhibit B Attachment B-3 Prime Rates Worksheets: In the first two columns, list the names and job
            classifications for everyone from the Prime Contractor (or Major Subcontractor on its form) that may be
            directly billed to this project. If names are not known, leave them blank and list just the job
            classifications. Individuals added after the Agreement is awarded must fall into one of the
            classifications and rates listed, so include all classifications that could be directly billed to this project.




                                                   Page 12 of 36                                            RFP 500-08-503
o: rg 3/24/09                         Attachment 16, Stage 2 Budget Instructions                                    TIBC II
                                        Standard Contract
                                    Budget Workbook Instructions
            For each person or job classification, first list their current unloaded hourly ceiling rate in the "Current
            Hourly Rates ($)" column. In the remaining columns, enter the rates for each year of the Agreement
            through to the Contract Term End Date (use the start and end dates of your organization's fiscal year for
            each period). If awarded an Agreement from a solicitation, the rates in your proposal become part of
            the signed Agreement and may not be changed. The Energy Commission will reimburse actual
            rates up to the ceilings specified in this Exhibit. Your actual billable rates can not exceed the
            rates specified in this exhibit.

            • Projected rates are acceptable and expected.
            • Average rates for different employees within a classification are not acceptable. If
              different employees are paid at different rates, then list out these employees separately.
            • Enter the total hours on the contract for each employee or position.


          Calculation of Fringe Benefits, Indirect Overhead, General Administrative Expenses, and Profit
       D. Rates (Tabs: Att B-4 - Prime Costs Calc, Att B-4 - Major Sub#1 Costs Calc, etc. if more than one
          major subcontractor)

            In the first table, provide fringe, indirect overhead, G&A and profit rates (%). Profit cannot exceed 10%
            of the PIER funds allocated to the Contractor / Subcontractor on the project. Add columns on separate
            pages, if appropriate, to add your own unique additional costing categories.


            In the second table, list the budget expense items to which the indirect costs or fees are applied for
            fringe benefits, indirect overhead, G&A, and Profit (select from the list on the worksheet). The Prime
            Contractor may not apply profit to subcontractor invoices, nor may subcontractors apply profit to sub-
            subcontractor invoices. All levels of subcontractors can take a profit on their own work.


            In the third table, list items you include in each category (Fringe Benefits, Indirect Overhead, and G&A).


            Note: If your accounting systems and rate structures have been audited by an external agency, please
            provide a copy of their acceptance/approval of your rates and fees.

            Except as provided for in the contract, Contractor shall use the Federal OMB Circulars A-87, A-21, A-
            122 or FAR Part 31 in determining allowable and unallowable costs.

            Project Operating Expense Detail & Minor Subcontractor Budget Listing (Tabs: Att B-5 - Proj
       E.
            Oper Exp )

            If the PIER budget forms for the Prime Contractor and all Major Subcontractors contain amounts in the
            columns listed "Travel," "Equipment," "Materials," and "Miscellaneous," then you must provide details of
            those expenditures that are to be pre-approved on the corresponding tables in this worksheet. (See
            notes in section III.B. above.)

            Task numbers must be entered for all items on each table. The task numbers do not carry forward from
            other worksheets because not all tasks will have funds allocated to these areas.

            List both PIER funds and Match funds that are being used in the appropriate columns. A listing of
            match fund expenditures will assist with overall budget management.




                                                  Page 13 of 36                                            RFP 500-08-503
o: rg 3/24/09                        Attachment 16, Stage 2 Budget Instructions                                    TIBC II
                                       Standard Contract
                                   Budget Workbook Instructions
                                                    Pre-approved Travel List

           For Pre-approved Travel, include at least 3 meetings: the kick-off meeting, critical project review
           meetings, and the final meeting. Also include any other trips that you can identify. Along with the
           purpose, include the destination, names (or titles) of people taking the trip, and the amount for each trip.

           Assign a Trip Number to each trip for reference when invoicing. (Use these trip numbers as a reference
           when filling out invoices for reimbursement.)

           If there are separate trips in each task (for separate purposes), then list them on separate rows in the
           table. Multiple trips within a task for the same purpose can be listed once with a comment on the
           number of trips involved.

           Examples:
           1) three separate trips in task 3 to San Francisco, Los Angeles, and San Diego @ $500 each should be
           listed on three separate rows.
           2) Two trips to Sacramento for PAC Meetings in Task 4 @ $500 each should be described as "PAC
           Meetings - Sacramento (2 trips)" at $1000 total for the task. NOTE: Give these grouped trips a range of
           trip numbers, e.g.: 4-1 and 4-2 .

           Any trips not identified here will need prior written approval by the Commission Contract Manager.
           Please note that travel is reimbursed at state rates.


           For more information on travel and state reimbursement rates, see this link at the Energy Commission
           Contracts Office website:
           http://www.energy.ca.gov/contracts/TRAVEL_PER_DIEM.PDF

                                                           Equipment

           List all equipment that will be purchased partly or in full with PIER funds by both the Prime and the
           Subcontractors. Include the name, a description, the purpose and the amount of each piece of
           equipment. (Refer to Exhibit G Definitions and Exhibit D Special Terms & Conditions for an explanation
           of equipment.) If possible, funds other than those from PIER (including match funds) should be used to
           purchase equipment. A UCC.1 form will be filed with the Secretary of State's Office by the Commission
           Contracts Officer at the start of the Agreement.


                                                             Materials
           Fill out the information requested, and in the "description" field, provide a general (not detailed)
           description of the particulars of the material expenditures.




                                                  Page 14 of 36                                          RFP 500-08-503
o: rg 3/24/09                        Attachment 16, Stage 2 Budget Instructions                                  TIBC II
                                       Standard Contract
                                   Budget Workbook Instructions
                                                 Miscellaneous Expenditures
           Fill out the information requested, and In the "description" field, provide a general (not detailed)
           description of the particulars of the miscellaneous expenditures.

                                                     Minor Subcontractors

           List out all Minor Subcontractors (see the contract Terms & Conditions for definition) on this table.
           Include the amount of PIER or match funds budgeted to each Minor Subcontractor by task.

           If the Minor Subcontractor has not been determined at the time of the contract package execution, then
           enter a description of the work to be subcontracted along with the PIER / Match budgets for this
           work.

           Mark the "DVBE Sub" checkbox if the minor subcontractor is a DVBE subcontractor.

           Mark the "Key Sub." checkbox if this minor subcontractor is considered a key subcontractor to the
           contract. Note: All DVBE subcontractors are considered Key subcontractors; mark the key checkbox,
           too, if you have marked the DVBE checkbox.


          Contract Match Worksheet: The Prime Contractor and all Subcontractors must submit information
       F. about match funding on the Exhibit B, Attachment B-6 Contract Match budget form. (Insert columns for
          additional subcontractors as needed.) Generally, fill in the match-dollar amounts for each Task.


           Rows
           Tasks 1.5 and 1.9 do not require funding, which is why the budgets for these tasks are listed as zero.


           Tasks 1.7 and 1.8 are not reimbursable with PIER funds. Match funds must be used for these tasks.


       G. Additional Notes Worksheet

           If there are additional notes or commentary that is needed for any parts of the Exhibit B Budget
           Attachments, add them here.



 IV. Instructions for Exhibit F, List of Contacts, (Tab: Exh F - List of Contacts)

           Insert the name, address, phone number, fax number, and e-mail address of the Contractor's Project
           Manager, Contracts Administrator, Accounting Invoicing Contact, and Legal Notice Recipient in the
           spaces provided.


           The name and contact information for the Commission Contract Manager shall be entered by the CCM.


           The Commission Contract Officer is assigned after the contract package is handed in to the Contracts
           Office. Select from the dropdown list of Contract Officers (This will be entered by Energy Commission
           personnel.)




                                                 Page 15 of 36                                           RFP 500-08-503
o: rg 3/24/09                       Attachment 16, Stage 2 Budget Instructions                                   TIBC II
                                                                       Exhibit A                                                                   RFP Attachment 16

                                                                   Attachment A-1
                                                      Schedule of Deliverables and Due Dates
                                                           Insert Name of Prime Contractor Here
    Project                                                                                                                   Planned
                                                                                                             Planned Start
    or Task                  Task Name                                   Deliverable(s)                                      Completion   PIER Funds       Match Funds
                                                                                                                 Date
    Number                                                                                                                      Date
                                               Administration                                                  9/27/2006     10/27/2006
      A.1      Attend Kick-off Meeting           An Updated Schedule of Deliverables                           9/27/2006     10/27/2006                0             0
                                                 An Updated Gantt Chart (optional)
                                                 An Updated List of Match Funds
                                                 An Updated List of Permits
                                                 Schedule for Recruiting PAC Members (optional)
                    Commission Contract Manager
                                                 Final report Instructions
                                    Deliverables
      A.2      CPR Meetings                      CPR Report(s)                                                                                         0             0
                                                      CPR deliverables identified in this Scope of Work

                     Commission Contract Manager
                                                      Agenda and a List of Expected Participants
                                         Deliverables
                                                      Schedule for Written Determination
                                                      Written Determination
                                                      Written documentation of meeting agreements and
      A.3    Final Meeting                                                                                                                             0             0
                                                      all pertinent information
                                                      Schedule for completing closeout activities
      A.4    Monthly Progress Reports                 Monthly Progress Reports                                                                         0             0
             Test Plans, Technical Reports and
      A.5                                                                                                        N/A            N/A                    0             0
             Interim Deliverables
      A.6    Final Report                                                                                                                              0             0
       A.6.1            Final Report Outline                      Draft Outline of the Final Report                                                    0             0
                                                                  Final Outline of the Final Report
       A.6.2                Final Report                                  Draft Final Report                                                           0             0
                                                                            Final Report
                                                      A letter regarding Match Funds or stating that no
      A.7    Identify and Obtain Matching Funds                                                                                                        0             0
                                                      Match Funds are provided
                                                      Letter(s) for New Match Funds
                                                      A copy of each Match Fund commitment letter
                                                      Letter that Match Funds were Reduced (if applicable)
                                                      A letter documenting the Permits or stating that no
      A.8      Identify and Obtain Required Permits                                                                                                    0             0
                                                      Permits are required
                                                      Updated list of Permits as they change during the
                                                      Term of the Agreement
                                                      Updated schedule for acquiring Permits as it changes
                                                      during the Term of the Agreement
                                                      A copy of each approved Permit
                                                      A Letter requesting exemption from the Electronic
      A.9      Electronic File Format                                                                            N/A            N/A                    0             0
                                                      File Format (if applicable)
                                                                               Page 16 of 36                                                               RFP 500-08-503
o: rg 3/4/09                                                                 Att A-1 - Schedule                                                                    TIBC II
                                                                       Exhibit A                                                                      RFP Attachment 16

                                                                    Attachment A-1
    Project                                             Schedule of Deliverables and Due Dates
                                                                                      Planned Start
                                                                                                                             Planned
    or Task                  Task Name                                       Deliverable(s)                                 Completion       PIER Funds       Match Funds
                                                                                                                Date
    Number                                                                                                                     Date
      A.10     Establish the PAC (Optional)             Draft List of PAC
                                                       Administration Members                                                                             0             0
                                                        Final List of PAC Members
                                                         Letters of acceptance, or other comparable
                                                         documentation of commitment for each PAC Member
      A.11     Conduct PAC Meetings (Optional)           Draft PAC Meeting Schedule                                                                       0             0
                                                         Final PAC Meeting Schedule
                                                         PAC Meeting Agenda(s) with Back-up Materials for
                                                         Agenda Items
                                                         Written PAC meeting summaries, including
                                                         recommended resolution of major PAC issues
                                                                                                            Administrative Tasks Sub-Total   $        -       $         -
                                                      Technical Tasks                                          #NUM!           #NUM!
       1.0     Name of Project 1                                                                                                                          0             0
       1.1     Name of Task 1.1                            1. Name of Deliverable for Task 1.1                                                            0             0
                                                           1. Name of Deliverable for Task 1.2
       1.2     Name of Task 1.2                                                                                                                           0             0
                                                           2. Name of Deliverable for Task 1.2
                    Critical Project Review (example only) 1st Critical Project Review Report
               Name of Task 1.3                            1. Name of Deliverable for Task 1.3
       2.0     Name of Project 2                                                                                                                          0             0
       2.1     Name of Task 2.1                            1. Name of Deliverable for Task 2.1                                                            0             0
       2.2     Name of Task 2.2                            1. Name of Deliverable for Task 2.2                                                            0             0
       2.3     Name of Task 2.3                            1. Name of Deliverable for Task 2.3                                                            0             0
                    Critical Project Review(example only) 2nd Critical Project Review Report
       3.0     Name of Project 3
       3.1     Name of Task 3.1                            1. Name of Deliverable for Task 3.1                                                         0                 0
       3.2     Name of Task 3.2                            1. Name of Deliverable for Task 3.2                                                         0                 0
       3.3     Name of Task 3.3                            Etc. . .                                                                                    0                 0
       3.4     Name of Task 3.4                                                                                                                        0                 0
       3.5     Name of Task 3.5                                                                                                                        0                 0
       4.0     Name of Project 4                                                                                                                       0                 0
       4.1     Name of Task 4.1                                                                                                                        0                 0
       4.2     Name of Task 4.2                                                                                                                        0                 0
       4.3     Name of Task 4.3                                                                                                                        0                 0
       4.4     Name of Task 4.4                                                                                                                        0                 0
       4.5     Name of Task 4.5                                                                                                                        0                 0
                                                                                                                Technical Tasks Sub-Total    $        -       $         -
                                                                                                                                    Total    $        -       $         -




                                                                                    Page 17 of 36                                                             RFP 500-08-503
o: rg 3/4/09                                                                      Att A-1 - Schedule                                                                  TIBC II
                                                      Exhibit B                                          RFP Attachment 16

                                                  Att B-1 Summary

Summary Project Budget                                            PIER
                                                                                 Task Match
                                                              Reimbursable                         Total Task Costs
Insert Name of Prime Contractor Here                                               Funds
                                                               Task Costs

     0.0        Administration                                               0                 0                     0

                Project Technical Activities

     1.0        Name of Project 1                                            0                 0                     0

     2.0        Name of Project 2                                            0                 0                     0

     3.0        Name of Project 3                                            0                 0                     0

     4.0        Name of Project 4                                            0                 0                     0

                      Technical Activities Subtotals                         0                 0                     0

                                                                                 Total Match         Total Project
                                                             Total PIER Cost
                                                                                   Funds                 Cost
                              Project Totals                                 0                 0                     0




                                                       Page 18 of 36                                         RFP 500-08-503
o: rg 3/24/09                                  Attachment 16, Att B-1 Summary                                        TIBC II
                                                                                                              Exhibit B                                                                                               RFP Attachment 16
                                                                                                        Att B-2 - Prime PIER

     Budget for PIER Reimbursement
                                                             Personal Services                                              Project Operating Expenses                                                        Indirect Costs
          to Prime Contractor                                                                                                                                                                                                                   PIER Reimburs-
Insert Name of Prime Contractor Here                                                                                                                         Minor Subcon-
                                                                                                                                                                               Major
                                                                                                                                                                                               Indirect
                                                                                                                                                                                                                                                ableTask Costs
                                                                                                                                                                              Subcon-                                                   2
                                                       Direct Labor       Fringe Benefits   Materials       Equipment         Travel          Misc.                                                               G&A          Profit
                                                                                                                                                                tractors                      Overhead
                                                                                                                                                                             tractors 1
   1.0     Project Administration Activities

   A.1     Attend Kick-off Meeting                                                                                                                                                        0                                                                  0

   A.2     CPR Meetings                                                                                                                                                                   0                                                                  0

   A.3     Final Meeting                                                                                                                                                                  0                                                                  0

   A.4     Monthly Progress Reports                                                                                                                                                       0                                                                  0

           Test Plans, Technical Reports and Interim
   A.5
           Deliverables

   A.6     Final Report                                               0                0                0               0              0                 0               0                0               0                0                0                0

  A.6.1    Final Report Outline                                                                                                                                                           0                                                                  0

  A.6.2    Final Report                                                                                                                                                                   0                                                                  0

   A.7     Identify and Obtain Matching Funds

   A.8     Identify and Obtain Required Permits

   A.9     Electronic File Format

   A.10    Establish the PAC (Optional)                                                                                                                                                   0                                                                  0

   A.11    Conduct PAC Meetings (Optional)                                                                                                                                                0                                                                  0

           Administration Activities Subtotals                        0                0                0               0              0                 0               0                0               0                0                0                0

           Project Technical Activities (Delete rows as necessary)

   1.0     Name of Project 1                                                                                                                                                              0                                                                  0

   1.1     Name of Task 1.1                                                                                                                                                               0                                                                  0

   1.2     Name of Task 1.2                                                                                                                                                               0                                                                  0

   2.0     Name of Project 2                                                                                                                                                              0                                                                  0

   2.1     Name of Task 2.1                                                                                                                                                               0                                                                  0

   2.2     Name of Task 2.2                                                                                                                                                               0                                                                  0

   2.3     Name of Task 2.3                                                                                                                                                               0                                                                  0




                                                                                                           Page 19 of 36                                                                                                   RFP 500-08-503
          o: rg 3/24/09                                                                          Attachment 16, Att B-2 - Prime PIER                                                                                               TIBC II
                                                                                                           Exhibit B                                                                                                RFP Attachment 16
                                                                                                     Att B-2 - Prime PIER

    Budget for PIER Reimbursement
                                                         Personal Services                                               Project Operating Expenses                                                         Indirect Costs
         to Prime Contractor                                                                                                                                                                                                                  PIER Reimburs-
Insert Name of Prime Contractor Here                                                                                                                      Minor Subcon-
                                                                                                                                                                             Major
                                                                                                                                                                                             Indirect
                                                                                                                                                                                                                                              ableTask Costs
                                                                                                                                                                            Subcon-                                                   2
                                                    Direct Labor       Fringe Benefits   Materials       Equipment         Travel          Misc.                                                                G&A          Profit
                                                                                                                                                             tractors                       Overhead
                                                                                                                                                                           tractors 1

   3.0    Name of Project 3

   3.1    Name of Task 3.1                                                                                                                                                              0                                                                  0

   3.2    Name of Task 3.2                                                                                                                                                              0                                                                  0

   3.3    Name of Task 3.3                                                                                                                                                              0                                                                  0

   3.4    Name of Task 3.4                                                                                                                                                              0                                                                  0

   3.5    Name of Task 3.5                                                                                                                                                              0                                                                  0

   4.0    Name of Project 4                                                                                                                                                             0                                                                  0

   4.1    Name of Task 4.1                                                                                                                                                              0                                                                  0

   4.2    Name of Task 4.2                                                                                                                                                              0                                                                  0

   4.3    Name of Task 4.3                                                                                                                                                              0                                                                  0

   4.4    Name of Task 4.4                                                                                                                                                              0                                                                  0

   4.5    Name of Task 4.5                                                                                                                                                              0                                                                  0

               Technical Activities Subtotals                      0                0                0               0              0                 0                0                0               0                0                0                0


                                                                                                                                                                            Major                                                            Total PIER
                                                                                                                                                          Minor Subcon-                      Indirect
                     Prime Contractor               Direct Labor       Fringe Benefits   Materials       Equipment         Travel          Misc.                           Subcon-                              G&A          Profit         Reimburs- able
                                                                                                                                                             tractors                       Overhead
                                                                                                                                                                           tractors                                                             Cost
                 PIER Reimbursable Totals                          0                0                0               0              0                 0                0                0               0                0                0               0
                    Percent of the Total              #DIV/0!             #DIV/0!        #DIV/0!          #DIV/0!         #DIV/0!         #DIV/0!            #DIV/0!       #DIV/0!           #DIV/0!           #DIV/0!       #DIV/0!             #DIV/0!
                                                                                                                                             Total project expenses =                   0       Total overhead & profit =                 0
          (1) Subcontracts worth $100,000 or 25% of the total award, whichever is less.
          (2) Prime Contractor profit not allowed on Subcontractor invoices and profit cannot exceed 10% of the PIER funds allocated to the Task.




                                                                                                        Page 20 of 36                                                                                                    RFP 500-08-503
         o: rg 3/24/09                                                                        Attachment 16, Att B-2 - Prime PIER                                                                                                TIBC II
                                                                                                    Exhibit B                                                                                                  RFP Attachment 16

                                                                                          Att B-2 - Major Sub#1 PIER
      Budget for PIER Reimbursement
                                 (1)                           Personal Services                                     Project Operating Expenses                                               Indirect Costs
       to Major Subcontractor #1                                                                                                                                                                                              PIER Reimburs-
      DVBE Sub                Key Sub                                                                                                                                                                                          ableTask Costs
                                                                                                                                                              Minor Subcon-    Indirect                                       for Major Sub #1
Insert Name of Major Subcontractor #1                     Direct Labor       Fringe Benefits   Materials       Equipment       Travel             Misc.                                           G&A          Profit 2
                                                                                                                                                                 tractors     Overhead


    1.0      Project Administration Activities

    A.1      Attend Kick-off Meeting                                                                                                                                                                                                        0

    A.2      CPR Meetings                                                                                                                                                                                                                   0

    A.3      Final Meeting                                                                                                                                                                                                                  0

    A.4      Monthly Progress Reports                                                                                                                                                                                                       0

             Test Plans, Technical Reports and Interim
    A.5
             Deliverables

    A.6      Final Report                                                0                 0               0               0            0                 0               0               0                0              0                 0

   A.6.1     Final Report Outline                                                                                                                                                                                                           0

   A.6.2     Final Report                                                                                                                                                                                                                   0

    A.7      Identify and Obtain Matching Funds

    A.8      Identify and Obtain Required Permits

    A.9      Electronic File Format

   A.10      Establish the PAC (Optional)                                                                                                                                                                                                   0

   A.11      Conduct PAC Meetings (Optional)                                                                                                                                                                                                0

             Administration Activities Subtotals                         0                 0               0               0            0                 0               0               0                0              0                 0

             Project Technical Activities (Delete rows as necessary)

    1.0      Name of Project 1                                                                                                                                                                                                              0

    1.1      Name of Task 1.1                                                                                                                                                                                                               0

    1.2      Name of Task 1.2                                                                                                                                                                                                               0

    2.0      Name of Project 2                                                                                                                                                                                                              0

    2.1      Name of Task 2.1                                                                                                                                                                                                               0

    2.2      Name of Task 2.2                                                                                                                                                                                                               0

    2.3      Name of Task 2.3                                                                                                                                                                                                               0




                                                                                                      Page 21 of 36                                                                                                RFP 500-08-503
o: rg 3/24/09                                                                           Attachment 16, Att B-2 - Major Sub#1 PIER                                                                                          TIBC II
                                                                                                  Exhibit B                                                                                                  RFP Attachment 16

                                                                                        Att B-2 - Major Sub#1 PIER
      Budget for PIER Reimbursement
                                 (1)                        Personal Services                                     Project Operating Expenses                                                Indirect Costs
       to Major Subcontractor #1                                                                                                                                                                                            PIER Reimburs-
      DVBE Sub                Key Sub                                                                                                                                                                                        ableTask Costs
                                                                                                                                                           Minor Subcon-     Indirect                                       for Major Sub #1
Insert Name of Major Subcontractor #1                  Direct Labor       Fringe Benefits   Materials       Equipment       Travel             Misc.                                            G&A          Profit 2
                                                                                                                                                              tractors      Overhead


    3.0      Name of Project 3                                                                                                                                                                                                              0

    3.1      Name of Task 3.1                                                                                                                                                                                                               0

    3.2      Name of Task 3.2                                                                                                                                                                                                               0

    3.3      Name of Task 3.3                                                                                                                                                                                                               0

    3.4      Name of Task 3.4                                                                                                                                                                                                               0

    3.5      Name of Task 3.5                                                                                                                                                                                                               0

    4.0      Name of Project 4                                                                                                                                                                                                              0

    4.1      Name of Task 4.1                                                                                                                                                                                                               0

    4.2      Name of Task 4.2                                                                                                                                                                                                               0

    4.3      Name of Task 4.3                                                                                                                                                                                                               0

    4.4      Name of Task 4.4                                                                                                                                                                                                               0

    4.5      Name of Task 4.5                                                                                                                                                                                                               0

                   Technical Activities Subtotals                     0                 0               0               0             0                0                0               0                0              0                   0


                                                                                                                                                                                                                             Major Sub #1
                                                                                                                                                           Minor Subcon-     Indirect                                           PIER
                      Major Subcontractor #1           Direct Labor       Fringe Benefits   Materials       Equipment       Travel             Misc.                                            G&A           Profit
                                                                                                                                                              tractors      Overhead                                          Reimburs-
                                                                                                                                                                                                                              able Cost
                     PIER Reimbursable Totals                         0                 0               0               0             0                0                0               0                0              0                   0
                        Percent of the Total              #DIV/0!            #DIV/0!        #DIV/0!          #DIV/0!        #DIV/0!        #DIV/0!            #DIV/0!        #DIV/0!           #DIV/0!       #DIV/0!            #DIV/0!
                                                                                                                               Total project expenses =                 0       Total overhead & profit =               0


             (1) Major Subcontractors are worth $100,000 or 25% of the total award, whichever is less
             (2) Subcontractor profit is not allowed on Sub-subcontractor invoices and profit cannot exceed 10% of the PIER funds allocated to the Task.




                                                                                                     Page 22 of 36                                                                                               RFP 500-08-503
o: rg 3/24/09                                                                          Attachment 16, Att B-2 - Major Sub#1 PIER                                                                                         TIBC II
                                                                                                    Exhibit B                                                                                                  RFP Attachment 16

                                                                                          Att B-2 - Major Sub#2 PIER
      Budget for PIER Reimbursement
                                 (1)
                                                               Personal Services                                     Project Operating Expenses                                               Indirect Costs
       to Major Subcontractor #2                                                                                                                                                                                              PIER Reimburs-
      DVBE Sub                Key Sub                                                                                                                                                                                          ableTask Costs
                                                                                                                                                              Minor Subcon-    Indirect                                       for Major Sub #2
Insert Name of Major Subcontractor #2                     Direct Labor       Fringe Benefits   Materials       Equipment       Travel             Misc.                                           G&A          Profit 2
                                                                                                                                                                 tractors     Overhead


    1.0      Project Administration Activities

    A.1      Attend Kick-off Meeting                                                                                                                                                                                                        0

    A.2      CPR Meetings                                                                                                                                                                                                                   0

    A.3      Final Meeting                                                                                                                                                                                                                  0

    A.4      Monthly Progress Reports                                                                                                                                                                                                       0

             Test Plans, Technical Reports and Interim
    A.5
             Deliverables

    A.6      Final Report                                                0                 0               0               0            0                 0               0               0                0              0                 0

   A.6.1     Final Report Outline                                                                                                                                                                                                           0

   A.6.2     Final Report                                                                                                                                                                                                                   0

    A.7      Identify and Obtain Matching Funds

    A.8      Identify and Obtain Required Permits

    A.9      Electronic File Format

   A.10      Establish the PAC (Optional)                                                                                                                                                                                                   0

   A.11      Conduct PAC Meetings (Optional)                                                                                                                                                                                                0

             Administration Activities Subtotals                         0                 0               0               0            0                 0               0               0                0              0                 0

             Project Technical Activities (Delete rows as necessary)

    1.0      Name of Project 1                                                                                                                                                                                                              0

    1.1      Name of Task 1.1                                                                                                                                                                                                               0

    1.2      Name of Task 1.2                                                                                                                                                                                                               0

    2.0      Name of Project 2                                                                                                                                                                                                              0

    2.1      Name of Task 2.1                                                                                                                                                                                                               0

    2.2      Name of Task 2.2                                                                                                                                                                                                               0

    2.3      Name of Task 2.3                                                                                                                                                                                                               0

    3.0      Name of Project 3                                                                                                                                                                                                              0

    3.1      Name of Task 3.1                                                                                                                                                                                                               0


                                                                                                      Page 23 of 36                                                                                                RFP 500-08-503
o: rg 3/24/09                                                                           Attachment 16, Att B-2 - Major Sub#2 PIER                                                                                          TIBC II
                                                                                                  Exhibit B                                                                                                  RFP Attachment 16

                                                                                        Att B-2 - Major Sub#2 PIER
      Budget for PIER Reimbursement
                                 (1)
                                                            Personal Services                                     Project Operating Expenses                                                Indirect Costs
       to Major Subcontractor #2                                                                                                                                                                                            PIER Reimburs-
      DVBE Sub                Key Sub                                                                                                                                                                                        ableTask Costs
                                                                                                                                                           Minor Subcon-     Indirect                                       for Major Sub #2
Insert Name of Major Subcontractor #2                  Direct Labor       Fringe Benefits   Materials       Equipment       Travel             Misc.                                            G&A          Profit 2
                                                                                                                                                              tractors      Overhead


    3.2      Name of Task 3.2                                                                                                                                                                                                             0

    3.3      Name of Task 3.3                                                                                                                                                                                                             0

    3.4      Name of Task 3.4                                                                                                                                                                                                             0

    3.5      Name of Task 3.5                                                                                                                                                                                                             0

    4.0      Name of Project 4                                                                                                                                                                                                            0

    4.1      Name of Task 4.1                                                                                                                                                                                                             0

    4.2      Name of Task 4.2                                                                                                                                                                                                             0

    4.3      Name of Task 4.3                                                                                                                                                                                                             0

    4.4      Name of Task 4.4                                                                                                                                                                                                             0

    4.5      Name of Task 4.5                                                                                                                                                                                                             0

                   Technical Activities Subtotals                     0                 0               0               0             0                0                0               0                0              0                 0


                                                                                                                                                                                                                             Major Sub #2
                                                                                                                                                           Minor Subcon-     Indirect
                      Major Subcontractor #2           Direct Labor       Fringe Benefits   Materials       Equipment       Travel             Misc.                                            G&A           Profit        PIER Reimburs-
                                                                                                                                                              tractors      Overhead
                                                                                                                                                                                                                               able Cost
                     PIER Reimbursable Totals                         0                 0               0               0             0                0                0               0                0              0                 0
                        Percent of the Total              #DIV/0!            #DIV/0!        #DIV/0!          #DIV/0!        #DIV/0!        #DIV/0!            #DIV/0!        #DIV/0!           #DIV/0!       #DIV/0!            #DIV/0!
                                                                                                                               Total project expenses =                 0       Total overhead & profit =               0


             (1) Major Subcontractors are worth $100,000 or 25% of the total award, whichever is less
             (2) Subcontractor profit is not allowed on Sub-subcontractor invoices and profit cannot exceed 10% of the PIER funds allocated to the Task.




                                                                                                     Page 24 of 36                                                                                               RFP 500-08-503
o: rg 3/24/09                                                                          Attachment 16, Att B-2 - Major Sub#2 PIER                                                                                         TIBC II
                                                                                   Exhibit B                                                                 RFP Attachment 16

                                                                             Att B-3 - Prime Rates

Insert Name of Prime Contractor Here
                                                                                       Projected Hourly Rates ($) *
                                             Dates:   From:              From:              From:               From:             From:              Projected Total
                                                       To:                To:                 To:                To:               To:
                                                                                                                                                     Hours Worked
Name                       Job Classification/Title   ($) Ceiling Rate   ($) Ceiling Rate   ($) Ceiling Rate   ($) Ceiling Rate   ($) Ceiling Rate
Employee Name #1 (or
"TBD")                     Employee Title #1




* Your actual billable rates cannot exceed the ceiling rates specified in this exhibit.
* As a reminder, this sheet lists unloaded (that is, before fringe benefits or any other overhead) rates.




                                                                                     Page 25 of 36                                                               RFP 500-08-503
        o: rg 3/24/09                                                     Attachment 16, Att B-3 - Prime Rates                                                           TIBC II
                                                                                 Exhibit B                                                                 RFP Attachment 16

                                                                       Att B-3 - Major Sub#1 Rates

Insert Name of Major Subcontractor #1
                                                                                     Projected Hourly Rates ($)
                                          Dates:   From:               From:              From:              From:              From:
                                                                                                                                                   Projected Total
                                                    To:                 To:                To:                To:                To:
                                                                                                                                                   Hours Worked
Name                    Job Classification/Title   ($) Ceiling Rate    ($) Ceiling Rate   ($) Ceiling Rate   ($) Ceiling Rate   ($) Ceiling Rate
Sub#1 Employee Name
(or "TBD")          Sub#1 Employee Title




* Your actual billable rates cannot exceed the rates specified in this exhibit.
* As a reminder, this sheet lists unloaded (that is, before fringe benefits or any other overhead) rates.




                                                                                    Page 26 of 36                                                              RFP 500-08-503
        o: rg 3/24/09                                                 Attachment 16, Att B-3 - Major Sub#1 Rates                                                       TIBC II
                                                                                 Exhibit B                                                                 RFP Attachment 16

                                                                       Att B-3 - Major Sub#2 Rates

Insert Name of Major Subcontractor #2
                                                                                     Projected Hourly Rates ($)
                                          Dates:   From:               From:              From:              From:              From:
                                                                                                                                                   Projected Total
                                                    To:                 To:                To:                To:                To:
                                                                                                                                                   Hours Worked
Name                    Job Classification/Title   ($) Ceiling Rate    ($) Ceiling Rate   ($) Ceiling Rate   ($) Ceiling Rate   ($) Ceiling Rate
Sub#2 Employee Name
(or "TBD")          Sub#2 Employee Title




* Your actual billable rates cannot exceed the rates specified in this exhibit.
* As a reminder, this sheet lists unloaded (that is, before fringe benefits or any other overhead) rates.




                                                                                    Page 27 of 36                                                              RFP 500-08-503
        o: rg 3/24/09                                                 Attachment 16, Att B-3 - Major Sub#2 Rates                                                       TIBC II
                                                Exhibit B                                         RFP Attachment 16

                                      Att B-4 - Prime Costs Calc

  Insert Name of Prime Contractor Here

                                                                             Percentage Rate

  Time intervals from the start of the project            Fringe     Indirect                      Profit (P)
  through the Contract Term End Date. (Use your Benefits Overhead                     General &      (10%
  organization's Fiscal Year start / end dates.)            (FB)       (OH)    Administrative (GA)   Max)
    From:        1/0/00         To:          1/0/00          %          %                %            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:
                                                  DL = Direct Labor, FB = Fringe Benefits, M = Materials,
      Expense Items in the Budget
                                           EQ = Equipment, T = Travel, MS = Miscellaneous, S = Subcontracts,
            Spreadsheets
                                                 OH = Indirect Overhead, G&A = General & Administrative
                                            (For example, if the Fringe Benefits percentage is applied to Direct
                                               Labor expense, you would list DL in the Fringe Benefits line.)
  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.
                                                  Page 28 of 36                                      RFP 500-08-503
o: rg 3/24/09                        Attachment 16, Att B-4 - Prime Costs Calc                               TIBC II
                                              Exhibit B                                           RFP Attachment 16

                                   Att B-4 - Maj Sub#1 Costs Calc


   Insert Name of Major Subcontractor #1

                                                                             Percentage Rate

   Time intervals from the start of the project           Fringe     Indirect                      Profit (P)
   through the Contract Term End Date. (Use your Benefits Overhead                   General &       (10%
   organization's Fiscal Year start / end dates.)           (FB)       (OH)    Administrative (GA)   Max)
     From:        1/0/00         To:         1/0/00          %          %               %             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:
                                                  DL = Direct Labor, FB = Fringe Benefits, M = Materials,
                                           EQ = Equipment, T = Travel, MS = Miscellaneous, S = Subcontracts,
                                                 OH = Indirect Overhead, G&A = General & Administrative
       Expense Items in the Budget          (For example, if the Fringe Benefits percentage is applied to Direct
              Spreadsheets                     Labor expense, you would list DL in the Fringe Benefits line.)
   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




   *Subcontractor profit is not allowed on Sub-subcontractor invoices.

                                                  Page 29 of 36                                       RFP 500-08-503
o: rg 3/24/09                     Attachment 16, Att B-4 - Maj Sub#1 Costs Calc                               TIBC II
                                              Exhibit B                                           RFP Attachment 16

                                   Att B-4 - Maj Sub#2 Costs Calc


   Insert Name of Major Subcontractor #2

                                                                             Percentage Rate

   Time intervals from the start of the project           Fringe     Indirect                      Profit (P)
   through the Contract Term End Date. (Use your Benefits Overhead                   General &       (10%
   organization's Fiscal Year start / end dates.)           (FB)       (OH)    Administrative (GA)   Max)
     From:        1/0/00         To:         1/0/00          %          %               %             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:
                                                  DL = Direct Labor, FB = Fringe Benefits, M = Materials,
                                           EQ = Equipment, T = Travel, MS = Miscellaneous, S = Subcontracts,
                                                 OH = Indirect Overhead, G&A = General & Administrative
       Expense Items in the Budget          (For example, if the Fringe Benefits percentage is applied to Direct
              Spreadsheets                     Labor expense, you would list DL in the Fringe Benefits line.)
   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




   *Subcontractor profit is not allowed on Sub-subcontractor invoices.

                                                  Page 30 of 36                                       RFP 500-08-503
o: rg 3/24/09                     Attachment 16, Att B-4 - Maj Sub#2 Costs Calc                               TIBC II
                                                                   Exhibit B                                  RFP Attachment 16

                                                            Att B-5 - Proj Oper Exp
                                                                  Pre-approved Travel List *
                                                                                                         Amount
                                                                                                              PIER            Match
Task No.         Trip Number                     Trip Purpose                   Destination     Who          Funds            Funds
                                          Trip to Sacramento for Kickoff
     2                 2-1
                                                       Meeting
                                         Four trips to Sacramento for PAC
      3          3-1 through 3-4
                                             Meetings @ $300 per trip




Total:                                                                                                               $0               $0
* Travel is reimbursed at state rates.




                                                                            Equipment
                                                                                                                     Amount
              Contractor / Sub                                                                                PIER            Match
Task No.           Name                         Name of Equip.                  Description    Purpose       Funds            Funds




Total:                                                                                                               $0               $0




                                                                            Material(s)
                                                                                                                     Amount
              Contractor / Sub                                                                                PIER            Match
Task No.           Name                                        Description of Material(s)                    Funds            Funds




Total:                                                                                                               $0               $0




                                                                     Page 31 of 36                               RFP 500-08-503
          o: rg 3/24/09                                  Attachment 16, Att B-5 - Proj Oper Exp                          TIBC II
                                                    Exhibit B                                       RFP Attachment 16

                                             Att B-5 - Proj Oper Exp
                                                  Miscellaneous Expenditures
                                                                                                           Amount
             Contractor / Sub                                                                       PIER            Match
Task No.          Name                        Description of Expenditures                          Funds            Funds




Total:                                                                                                     $0               $0



                                           Minor Subcontractors
                                         Minor Subcontractor Name                         Amount
                  DVBE          Key    (or Description of Subcontracted Work if    PIER            Match
Task No.          Sub.          Sub.   Subcontractor has yet to be determined)    Funds            Funds




Total:                                                                                    $0               $0




                                                      Page 32 of 36                                    RFP 500-08-503
         o: rg 3/24/09                    Attachment 16, Att B-5 - Proj Oper Exp                               TIBC II
                                                                             Exhibit B                                                                    RFP Attachment 16

                                                                     Att B-6 - Match Funding
                                                                    Insert Name        Insert Name Insert Name
                                                                      of Prime           of Major     of Major   Other (Minor) Other (Minor) Other (Minor) Total Task
                      Contractor / Subcontractor Name:
                                                                     Contractor       Subcontractor Subcontractor Sub Name      Sub Name      Sub Name Match Funds
                                                                        Here                #1           #2
                        Project Administration Activities

                A.1     Attend Kick-off Meeting                                                                                                                     0

                A.2     CPR Meetings                                                                                                                                0

                A.3     Final Meeting                                                                                                                               0

                A.4     Monthly Progress Reports                                                                                                                    0

                        Test Plans, Technical Reports and Interim
                A.5
                        Deliverables

                A.6     Final Report                                              0              0            0             0            0            0             0

                  A.6.1 Final Report Outline                                                                                                                        0

                  A.6.2 Final Report                                                                                                                                0

                A.7     Identify and Obtain Matching Funds                                                                                                          0

                A.8     Identify and Obtain Required Permits                                                                                                        0

                A.9     Electronic File Format

            A.10        Establish the PAC (Optional)                                                                                                                0

            A.11        Conduct PAC Meetings (Optional)                                                                                                             0

                        Administration Activities Subtotals                       0              0            0             0            0            0             0

                        Project Technical Activities (Delete rows as necessary)

                1.0     Name of Project 1                                                                                                                           0

                1.1     Name of Task 1.1                                                                                                                            0

                1.2     Name of Task 1.2                                                                                                                            0




                                                                                Page 33 of 36                                                                RFP 500-08-503
o: rg 3/24/09                                                       Attachment 16, Att B-6 - Match Funding                                                           TIBC II
                                                                      Exhibit B                                                                      RFP Attachment 16

                                                              Att B-6 - Match Funding
                                                             Insert Name      Insert Name Insert Name
                                                               of Prime         of Major     of Major   Other (Minor) Other (Minor) Other (Minor) Total Task
                      Contractor / Subcontractor Name:
                                                              Contractor     Subcontractor Subcontractor Sub Name      Sub Name      Sub Name Match Funds
                                                                 Here              #1           #2
                2.0    Name of Project 2                                                                                                                        0

                2.1    Name of Task 2.1                                                                                                                         0

                2.2    Name of Task 2.2                                                                                                                         0

                2.3    Name of Task 2.3                                                                                                                         0

                3.0    Name of Project 3                                                                                                                        0

                3.1    Name of Task 3.1                                                                                                                         0

                3.2    Name of Task 3.2                                                                                                                         0

                3.3    Name of Task 3.3                                                                                                                         0

                3.4    Name of Task 3.4                                                                                                                         0

                3.5    Name of Task 3.5                                                                                                                         0

                4.0    Name of Project 4                                                                                                                        0

                4.1    Name of Task 4.1                                                                                                                         0

                4.2    Name of Task 4.2                                                                                                                         0

                4.3    Name of Task 4.3                                                                                                                         0

                4.4    Name of Task 4.4                                                                                                                         0

                4.5    Name of Task 4.5                                                                                                                         0

                            Technical Activities Subtotals               0               0             0             0             0             0              0
                                 Match Funds Totals                      0               0             0             0             0             0              0
                                 Percent of the Total          #DIV/0!         #DIV/0!       #DIV/0!       #DIV/0!       #DIV/0!       #DIV/0!        #DIV/0!




                                                                         Page 34 of 36                                                                  RFP 500-08-503
o: rg 3/24/09                                                Attachment 16, Att B-6 - Match Funding                                                             TIBC II
                                                             Exhibit B                         RFP Attachment 16

                                                    Att B-7 - Additional Notes


                   Exhibit / Attachment Name
                (e.g., Exhibit B, Attachment B-3
                        Maj. Sub #2 Rates)                                         Note




                                                               Page 35 of 36                     RFP 500-08-503
o: rg 3/24/09                                      Attachment 16, Att B-7 - Additional Notes             TIBC II
                                                    Exhibit F                                     RFP Attachment 16

                                                List of Contacts
Commission Contract Manager:                                 Contractor Contract Manager:

<name>                                                       <name>
California Energy Commission                                 <address line 1>
1516 Ninth Street, MS - 43                                   <address line 2>
Sacramento, CA 95814                                         <address line 3>
Phone:      (916) ???-????                                   Phone:
Fax:        (916) 653-6010                                   Fax:
e-mail:     ????????@energy.state.ca.us                      e-mail:


Commission Contracts Officer:                                Contractor Contract Administrator:

Rachel Grant                                                 <name>
California Energy Commission                                 <address line 1>
1516 Ninth Street, MS - 18                                   <address line 2>
Sacramento, CA 95814                                         <address line 3>
Phone:      (916) 654-4379                                   Phone:
Fax:        (916) 654-4423                                   Fax:
e-mail:     rgrant@energy.state.ca.us                        e-mail:
   Deliver confidential deliverables to this
                location only.

Invoices, Progress Reports and                               Contractor Accounting
Non-Confidential Deliverables to:                            Invoicing Contact:
Frank Taniguchi
Accounting Office                                            <name>
California Energy Commission                                 <address line 1>
1516 Ninth Street, MS - 2                                    <address line 2>
Sacramento, CA 95814                                         <address line 3>
Phone:      (916) 654-3906                                   Phone:
Fax:        (916) 653-1435                                   Fax:
e-mail:     ftaniguc@energy.state.ca.us                      e-mail:


Commission Legal Notices:                                    Contractor Legal Notices:

Cheryl Raedel                                                <name>
Manager, Contracts Office                                    <address line 1>
California Energy Commission                                 <address line 2>
1516 Ninth Street, MS -18                                    <address line 3>
Sacramento, CA 95814
Phone:      (916) 654-4392                                   Phone:
Fax:        (916) 654-4423                                   Fax:
e-mail:     craedel@energy.state.ca.us                       e-mail:




                                                     Page 36 of 36                                  RFP 500-08-503
o: rg 3/16/09                             Attachment 16, Exh F List of Contacts                             TIBC II

				
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