0:'executive office of the president office of management and budget washington, d.c. 20503 may 29, 20031,2 circular no. a76 revised',
1:'to the heads of executive departments and establishments subject: performance of commercial activities 1. purpose. this circular establishes federal policy',
2:'for the competition of commercial activities. 2. supersession. this circular supersedes office of management and budget omb circular no. a76',
3:'revised 1999, august 4, 1983; circular no. a–76 revised supplemental handbook revised 2000, march 1996; office of federal procurement policy',
4:'letter 921, “inherently governmental functions,” september 23, 1992; and omb transmittal memoranda 1 through 25, performance of commercial activities. 3.',
5:'authority. reorganization plan no. 2 of 1970 31 u.s.c. § 1111; executive order 11541; the office of federal procurement policy',
6:'act 41 u.s.c. § 405; and the federal activities inventory reform fair act of 1998 31 u.s.c. § 501 note.',
7:'4. policy. the longstanding policy of the federal government has been to rely on the private sector for needed commercial',
8:'services. to ensure that the american people receive maximum value for their tax dollars, commercial activities should be subject to',
9:'the forces of competition. in accordance with this circular, including attachments ad, agencies shall: a. identify all activities performed by',
10:'government personnel as either commercial or inherently governmental. b. perform inherently governmental activities with government personnel. c. use a streamlined',
11:'or standard competition to determine if government personnel should perform a commercial activity. [see omb memorandum m0811 february 20, 2008,',
12:'number 4, when applying this provision] d. apply the federal acquisition regulation far, 48 c.f.r. chapter 1, in conjunction with',
13:'this circular, for streamlined and standard competitions. e. comply with procurement integrity, ethics, and standards of conduct rules, including the',
14:'restrictions of 18 u.s.c. § 208, when performing streamlined and standard competitions. 1 this document reflects changes made by omb',
15:'memorandum m0813, update to civilian position full fringe benefit cost factor, federal pay raise assumptions, and inflation factors used in',
16:'omb circular no. a76, “performance of commercial activities march 11, 2008, and a technical correction made by omb memorandum m0320,',
17:'technical correction to omb circular no. a76, performance of commercial activities” august 15, 2003. 2 please see omb memoranda m0412,',
18:'performance periods in publicprivate competitions april 30, 2004, m0613, competitive sourcing under section 842a of p.l. 109115 april 24, 2006,',
19:'and m0811, competitive sourcing requirements of division d of public law 110161 february 20, 2008 when applying the following provisions',
20:'of omb circular a76: paragraphs 4.c and 5.d; attachment b, paragraphs a.5, c.1.a, c.1.c, d.3.a7, and d.5.b3; attachment c, paragraphs',
21:'a.5, a.12, c.3 and section d. omb seal f. designate, in writing, an assistant secretary or equivalent level official with',
22:'responsibility for implementing this circular, hereafter referred to as the competitive sourcing official cso. except as otherwise provided by this',
23:'circular, the cso may delegate, in writing, specified responsibilities to seniorlevel officials in the agency or agency components. g. require',
24:'full accountability of agency officials designated to implement and comply with this circular by establishing performance standards in annual performance',
25:'evaluations. h. centralize oversight responsibility to facilitate fairness in streamlined and standard competitions and promote trust in the process. agencies',
26:'shall allocate resources to effectively apply a clear, transparent, and consistent competition process based on lessons learned and best practices.',
27:'lessons learned and best practices resulting from a streamlined or standard competition process shall be posted on share a76! i.',
28:'develop government cost estimates for standard and streamlined competitions in accordance with attachment c using the compare costing software. agencies',
29:'shall not use agency budgetary estimates to develop government cost estimates in a streamlined or standard competition. j. track execution',
30:'of streamlined and standard competitions in accordance with attachment b. k. assist adversely affected federal employees in accordance with 5',
31:'c.f.r. parts 330 and 351. the statutory veterans preference for appointment and retention 5 u.s.c. §§ 1302, 3301, 3302, 3502',
32:'applies to actions taken pursuant to this circular. l. not perform work as a contractor or subcontractor to the private',
33:'sector, unless specific statutory authority exists or the cso receives prior written omb approval. 5. scope. a. except as otherwise',
34:'provided by law, this circular shall apply to executive departments named in 5 u.s.c. § 101 and independent establishments as',
35:'defined in 5 u.s.c. § 104. these departments and independent establishments are referred to in this circular as “agencies”. except',
36:'as otherwise provided by law, this circular shall apply to military departments named in 5 u.s.c. § 102. b. as',
37:'provided by attachment a, the cso may exempt a commercial activity performed by government personnel from performance by the private',
38:'sector. c. the cso without delegation shall receive prior written omb approval to deviate from this circular e.g., time limit',
39:'extensions, procedural deviations, or costing variations for a specific streamlined or standard competition, or inventory process deviations. agencies shall include',
40:'any omb approved deviations in the public announcement and solicitation for a streamlined or standard competition. agencies are encouraged to',
41:'use this deviation procedure to explore innovative alternatives to standard or streamlined competitions, including publicprivate partnerships, public public partnerships, and',
42:'high performing organizations. d. a streamlined or standard competition is not required for private sector performance of a new requirement,',
43:'private sector performance of a segregable expansion to an existing commercial activity performed by government personnel, or continued private sector',
44:'performance of a commercial activity. before government personnel may perform a new requirement, an expansion to an existing commercial activity,',
45:'or an activity performed by the private sector, a streamlined or standard competition shall be used to determine whether government',
46:'personnel should perform the commercial activity. [see omb memorandum m0811 february 20, 2008, number 4, when applying this provision] e.',
47:'the cso shall identify savings resulting from completed streamlined and standard competitions in accordance with omb circular no. a11, preparation,',
48:'submission, and execution of the budget. f. this circular shall not be construed to alter any law, executive order, rule,',
49:'regulation, treaty, or international agreement. g. noncompliance with this circular shall not be interpreted to create a substantive or procedural',
50:'basis to challenge agency action or inaction, except as stated in attachments a and b. h. the department of defense',
51:'cso without delegation shall determine if this circular applies to the department of defense during times of a declared war',
52:'or military mobilization. 6. effective date. this circular is effective upon publication in the federal register and shall apply to',
53:'inventories required, and streamlined and standard competitions initiated, after the effective date. 7. transition. agencies shall apply the following transition',
54:'procedures to direct conversions and cost comparisons, including streamlined cost comparisons, initiated but not completed by the effective date of',
55:'this circular. a. agencies shall convert initiated streamlined cost comparisons and direct conversions to streamlined or standard competitions under this',
56:'revised circular. b. agencies shall convert initiated cost comparisons for which solicitations have not been issued prior to the effective',
57:'date to standard competitions under this revised circular or, at the agencys discretion if permitted by this revised circular, to',
58:'streamlined competitions. c. the circular in effect prior to this revision shall govern cost comparisons for which solicitations have been',
59:'issued, unless agencies, at their discretion, convert such cost comparisons to standard competitions under this revised circular, or, if permitted',
60:'by this revised circular, to streamlined competitions. d. in applying transition procedures, agencies shall not combine the requirements of this',
61:'revised circular with those in the prior circular. e. when complying with the transition procedures required by this paragraph, agencies',
62:'shall make a public announcement within 30 days after the effective date of this revised circular pursuant to this transition',
63:'paragraph. for conversions made at an agencys discretion, agencies shall make public announcement on the date the agencys decision takes',
64:'effect. 8. attachments. attachment a inventory process attachment b publicprivate competition attachment c calculating publicprivate competition costs attachment d acronyms',
65:'and definitions mitchell e. daniels, jr. director omb circular no. a76 attachment a may 29, 2003 inventory process inventory process',
66:'a. inventory requirements. 1. agency inventories. an agency shall prepare two annual inventories that categorize all activities performed by government',
67:'personnel as either commercial or inherently governmental. 2. annual requirement. by june 30 of each year, an agency shall submit',
68:'the following by electronic mail email to omb a an inventory of commercial activities performed bygovernment personnel; b an inventory',
69:'of inherentlygovernmental activities performed by government personnel; and c an inventory summaryreport. an agency may provide aggregate data for uniformed',
70:'services personnel and foreign nationals performing inherently governmental activities. for annual inventories, an agency shall use the format and data',
71:'requirements found at the omb web site www.omb.gov. 3.omb review and consultation. omb shall, on an annual basis, review both',
72:'agencyinventories and consult with the agencyregarding the content of both agency inventories. 4. congressional and public notification. after omb review',
73:'and consultation, an agency shall make both inventories available to congress and the public unless the inventory information is classified',
74:'or otherwise protected for national securityreasons. omb shall publish a notice of availability in the federal register. 5.inventory summary report.',
75:'an agency shall submit an annual inventory summary in the format in figure a1. to identify aggregate data. the total',
76:'of the two agency inventories shall reasonably equate to an agency’s authorized personnel requirements. an agencyshall make the annual inventory',
77:'summaryreport available to the public unless the inventory information is classified or otherwise protected for national securityreasons. fiscal year xxxx',
78:'annual inventory summaryagency: commercial activity inventoryinherently governmental inventory fair act uniformed services foreign nationalsother totalinherently governmental uniformed services foreign nationalstotalagency',
79:'component a agency component b agency total minus uniformed services personnel and foreign nationals figure a1. a1 b. categorizing activities',
80:'performed by government personnel as inherently governmental or commercial. 1. inherently governmental activities. the cso shall justify, in writing, any',
81:'designation of government personnel performing inherently governmental activities. the justification shall be made available to omb and the public upon',
82:'request. an agency shall base inherently governmental justifications on the following criteria: a. an inherently governmental activity is an activity',
83:'that is so intimately related to the public interest as to mandate performance by government personnel. these activities require the',
84:'exercise of substantial discretion in applying government authority and/or in making decisions for the government. inherently governmental activities normally fall',
85:'into two categories: the exercise of sovereign government authority or the establishment of procedures and processes related to the oversight',
86:'of monetary transactions or entitlements. an inherently governmental activity involves: 1 binding the united states to take or not to',
87:'take some action by contract, policy, regulation, authorization, order, or otherwise; 2 determining, protecting, and advancing economic, political, territorial, property,',
88:'or other interests by military or diplomatic action, civil or criminal judicial proceedings, contract management, or otherwise; 3 significantly affecting',
89:'the life, liberty, or property of private persons; or 4 exerting ultimate control over the acquisition, use, or disposition of',
90:'united states property real or personal, tangible or intangible, including establishing policies or procedures for the collection, control, or disbursement',
91:'of appropriated and other federal funds. b. while inherently governmental activities require the exercise of substantial discretion, not every exercise',
92:'of discretion is evidence that an activity is inherently governmental. rather, the use of discretion shall be deemed inherently governmental',
93:'if it commits the government to a course of action when two or more alternative courses of action exist and',
94:'decision making is not already limited or guided by existing policies, procedures, directions, orders, and other guidance that 1 identify',
95:'specified ranges of acceptable decisions or conduct and 2 subject the discretionary authority to final approval or regular oversight by',
96:'agency officials. c. an activity may be provided by contract support i.e., a private sector source or a public reimbursable',
97:'source using contract support where the contractor does not have the authority to decide on the course of action, but',
98:'is tasked to develop options or implement a course of action, with agency oversight. an agency shall consider the following',
99:'to avoid transferring inherently governmental authority to a contractor: 1 statutory restrictions that define an activity as inherently governmental; 2',
100:'the degree to which official discretion is or would be limited, i.e., whether involvement of the private sector or public',
101:'reimbursable provider is or would be so extensive that the ability of senior agency management to develop and consider options',
102:'is or would be inappropriately restricted; 3 in claims or entitlement adjudication and related services a the finality of any',
103:'action affecting individual claimants or applicants, and whether or not review of the provider’s action is de novo on appeal',
104:'of the decision to an agency official; b the degree to which a provider may be involved in wideranging interpretations',
105:'of complex, ambiguous case law and other legal authorities, as opposed to being circumscribed by detailed laws, regulations, and procedures;',
106:'c the degree to which matters for decisions may involve recurring fact patterns or unique fact patterns; and d the',
107:'discretion to determine an appropriate award or penalty; 4 the provider’s authority to take action that will significantly and directly',
108:'affect the life, liberty, or property of individual members of the public, including the likelihood of the provider’s need to',
109:'resort to force in support of a police or judicial activity; whether the provider is more likely to use force,',
110:'especially deadly force, and the degree to which the provider may have to exercise force in public or relatively uncontrolled',
111:'areas. these policies do not prohibit contracting for guard services, convoy security services, pass and identification services, plant protection services,',
112:'or the operation of prison or detention facilities, without regard to whether the providers of these services are armed or',
113:'unarmed; 5 the availability of special agency authorities and the appropriateness of their application to the situation at hand, such',
114:'as the power to deputize private persons; and 6 whether the activity in question is already being performed by the',
115:'private sector. 2. commercial activities. a commercial activity is a recurring service that could be performed by the private sector',
116:'and is resourced, performed, and controlled by the agency through performance by government personnel, a contract, or a feeforservice agreement.',
117:'a commercial activity is not so intimately related to the public interest as to mandate performance by government personnel. commercial',
118:'activities may be found within, or throughout, organizations that perform inherently governmental activities or classified work. c. reason codes for',
119:'commercial activities. 1. annual procedures. an agency shall use reason codes af, identified in figure a2. below, to indicate the',
120:'rationale for government performance of a commercial activity. annual supplemental procedures for the use of these reason codes may be',
121:'found at the omb web site. reason codes and definitions for commercial activities inventory codes definitions a the commercial activity',
122:'is not appropriate for private sector performance pursuant to a written determination by the cso. b the commercial activity is',
123:'suitable for a streamlined or standard competition. c the commercial activity is the subject of an inprogress streamlined or standard',
124:'competition. d the commercial activity is performed by government personnel as the result of a standard or streamlined competition or',
125:'a cost comparison, streamlined cost comparison, or direct conversion within the past five years. e the commercial activity is pending',
126:'an agency approved restructuring decision e.g., closure, realignment. f the commercial activity is performed by government personnel due to a',
127:'statutory prohibition against private sector performance. figure a2. 2. reason code a. the cso may use reason code a to',
128:'exempt commercial activities performed by government personnel from private sector performance. the cso shall provide sufficient written justification for reason',
129:'code a exemptions. these written justifications for the use of reason code a shall be available to omb and the',
130:'public, upon request. d. inventory challenge process. an agency shall implement the following inventory challenge process. 1. designation of inventory',
131:'challenge and appeal authorities. the head of the agency shall designate inventory challenge authorities and inventory appeal authorities as follows:',
132:'a. inventory challenges. inventory challenge authorities shall be agency officials at the same level as, or a higher level than,',
133:'the individual who prepared the inventory. inventory challenge authorities shall review and respond to challenges of agency inventory decisions. b.',
134:'inventory appeals. inventory appeal authorities shall be agency officials who are independent and at a higher level in the agency',
135:'than inventory challenge authorities, and shall review and respond to appeals of inventory challenge decisions made by inventory challenge authorities.',
136:'2. submission of an inventory challenge. after publication of omb’s federal register notice stating that an agency’s inventories are available,',
137:'an interested party shall have 30 working days to submit a written inventory challenge. the inventory challenge shall be limited',
138:'to a the classification of an activity as inherently governmental or commercial, or b the application of reason codes. function',
139:'codes shall not be subject to the inventory challenge process. a written inventory challenge shall be submitted to agency inventory',
140:'challenge authorities and shall specify the agency, agency component, agency organization, functions, and locations for the activities being challenged. 3.',
141:'inventory challenge decision. within 28 working days of receiving the inventory challenge, inventory challenge authorities shall a validate the commercial',
142:'or inherently governmental categorization or reason code designation of the activity, in a written inventory challenge decision; and b transmit',
143:'the inventory challenge decision, including the rationale for the decision, to the interested party. inventory challenge authorities shall include an',
144:'explanation of the interested party’s right to file an appeal in any adverse challenge decision. 4. submission of an appeal',
145:'of an inventory challenge decision. upon receipt of an adverse inventory challenge decision, an interested party shall have 10 working',
146:'days to submit a written appeal of this decision to inventory appeal authorities. 5. inventory appeal decision. within 10 working',
147:'days of receipt of the appeal, inventory appeal authorities shall issue and transmit a written inventory appeal decision to the',
148:'interested party. this inventory appeal decision shall include the rationale for the decision. 6. inventory changes. when the inventory challenge',
149:'process results in a change to an agency inventory, the agency shall a transmit a copy of the change to',
150:'omb and congress; b make these changes available to the public; and c publish a notice of public availability in',
151:'the federal register. b publicprivate competition a. preliminary planning. before the public announcement start date of a streamlined or standard',
152:'competition, an agency shall complete, at a minimum, the following steps: 1. scope. determine the activities and full time equivalent',
153:'fte positions to be competed. 2. grouping. conduct preliminary research to determine the appropriate grouping of activities as business units',
154:'e.g., consistent with market and industry structures. 3. workload data and systems. assess the availability of workload data, work units,',
155:'quantifiable outputs of activities or processes, agency or industry performance standards, and other similar data. establish data collection systems as',
156:'necessary. 4. baseline costs. determine the activity’s baseline costs as performed by the incumbent service provider. 5. type of competition.',
157:'determine the use of a streamlined or standard competition. a. an agency shall use a standard competition if, on the',
158:'start date, a commercial activity is performed by: 1 the agency with an aggregate of more than 65 ftes; or',
159:'2 a private sector or public reimbursable source and the agency tender will include an aggregate of more than 65',
160:'ftes. b. an agency shall use either a streamlined or standard competition if, on the start date, a commercial activity',
161:'is performed by: 1 the agency with an aggregate of 65 or fewer ftes and/or any number of military personnel;',
162:'or 2 a private sector or public reimbursable source and the agency cost estimate for a streamlined competition or the',
163:'agency tender for a standard competition will include an aggregate of 65 or fewer ftes. [see omb memorandum m0811 february',
164:'20, 2008, number 4, when applying paragraph a.5.] 6. schedule. develop preliminary competition and completion schedules. 7. roles and responsibilities',
165:'of participants. determine roles and responsibilities of participants in the process and their availability for the duration of the streamlined',
166:'or standard competition. 8. competition officials. appoint competition officials. the cso shall appoint competition officials for each standard competition, and,',
167:'as appropriate, may appoint competition officials for streamlined competitions. the cso shall appoint all competition officials, in writing, and shall',
168:'hold these competition officials accountable for the timely and proper conduct of streamlined or standard competitions through the use of',
169:'annual performance evaluations. a. agency tender official ato. the ato shall 1 be an inherently governmental agency official with decisionmaking',
170:'authority; 2 comply with this circular; 3 be independent of the contracting officer co, source selection authority ssa, source selection',
171:'evaluation board sseb, and performance work statement pws team; 4 develop, certify, and represent the agency tender; 5 designate the',
172:'most efficient organization meo team after public announcement of the standard competition; 6 provide the necessary resources and training to',
173:'prepare a competitive agency tender; and 7 be a directly interested party. an agency shall ensure that the ato has',
174:'access to available resources e.g., skilled manpower, funding necessary to develop a competitive agency tender. b. contracting officer co. the',
175:'co shall 1 be an inherently governmental agency official; 2 comply with both the far and this circular; 3 be',
176:'independent of the ato, human resource advisor hra, and meo team; and 4 be a member of the pws team.',
177:'c. pws performance work statement team leader. the pws team leader shall 1 be an inherently governmental agency official; 2',
178:'comply with both the far and this circular; 3 be independent of the ato, hra and meo team; 4 develop',
179:'the pws and quality assurance surveillance plan; 5 determine governmentfurnished property gfp; 6 assist the co in developing the solicitation;',
180:'and 7 assist in implementing the performance decision. d. human resource advisor hra. the hra shall 1 be an inherently',
181:'governmental agency official and a human resource expert; 2 comply with this circular; 3 be independent of the co, ssa,',
182:'pws team, and sseb; 4 participate on the meo team; and 5 be responsible for the following: 1 employee and',
183:'laborrelations requirements. the hra shall, at a minimum, perform the following a interface with directly affected employees and their representatives',
184:'from the date of public announcement until full implementation of the performance decision; b identify adversely affected employees; c accomplish',
185:'employee placement entitlements in accordance with 5 c.f.r. part 351 reductionin force procedures; d provide postemployment restrictions to employees; e',
186:'determine agency priority considerations for vacant positions and establish a reemployment priority lists in accordance with 5 c.f.r. part 330;',
187:'and f provide the co with a list of the agency’s adversely affected employees, as required by this attachment and',
188:'far 7.305c regarding the right of first refusal for a private sector performance decision. 2 meo team requirements. the hra',
189:'shall assist the ato and meo team in developing the agency tender. during development of the agency tender, the hra',
190:'shall be responsible for a scheduling sufficient time in competition milestones to accomplish potential human resource actions in accordance with',
191:'5 c.f.r. part 351; b advising the ato and meo team on position classification restrictions; c classifying position descriptions, including',
192:'exemptions based on the fair labor standards act d performing labor market analysis to determine the availability of sufficient labor',
193:'to staff the meo and implement the phasein plan; e assisting in the development of the agency cost estimate by',
194:'providing annual salaries, wages, night differentials, and premium pay; f assisting in the development of the timing for the phasein',
195:'plan based on meo requirements; and g developing an employee transition plan for the incumbent agency organization early in the',
196:'standard competition process. e. source selection authority ssa. the ssa shall 1 be an inherently governmental agency official appointed in',
197:'accordance with far part 15.303; 2 comply with both the far and this circular when performing a streamlined and standard',
198:'competition; and 3 be independent of the ato, hra, and meo team. the ssa shall not appoint an sseb until',
199:'after public announcement. 9. incumbent service providers. inform any incumbent service providers of the date that the public announcement will',
200:'be made. b. public announcements. 1. start date public announcement date. an agency shall make a formal public announcement at',
201:'the local level and via fedbizopps.gov for each streamlined or standard competition. the public announcement shall include, at the minimum,',
202:'the agency, agency component, location, type of competition streamlined or standard, activity being competed, incumbent service providers, number of government',
203:'personnel performing the activity, name of the cso, name of the contracting officer, name of the ato, and projected end',
204:'date of the competition. the public announcement date is the official start date for a streamlined or standard competition. 2.',
205:'end date performance decision date. an agency shall make a formal public announcement at the local level and via fedbizopps.gov',
206:'of the streamlined or standard competition performance decision. the performance decision date is the official end date for a streamlined',
207:'or standard competition. the end date of a streamlined competition shall be the date that all slcf certifications are complete,',
208:'signifying a performance decision. the end date of a standard competition shall be the date that all scf certifications are',
209:'complete, signifying a performance decision. 3. cancellations. a. cancellation of a streamlined or standard competition. the cso without delegation may',
210:'approve, in writing, the cancellation of a streamlined or standard competition. after approval by the cso, the co shall publish',
211:'a cancellation notice that includes rationale for the cancellation at fedbizopps.gov and the hra shall notify directly affected employees and',
212:'their representatives of the cancellation. no cancellation is necessary prior to public announcement of a streamlined or standard competition. b.',
213:'cancellation of a solicitation. the co shall be responsible for canceling a solicitation in accordance with the far, and shall',
214:'publish a cancellation notice at fedbizopps.gov. the hra shall notify directly affected employees and their representatives of the cancellation. the',
215:'cancellation of a solicitation does not result in the cancellation of a streamlined or standard competition. c. streamlined competition procedures.',
216:'graphic: the streamlined competition process. contact ofpp for more information, 2023953501. the streamlined competition processthe streamlined competition processperformpost competitionaccountabilitymakepublic announcementstart',
217:'date developcost estimate􀂬award contractor issueagreementpreliminary planning competitionmakeperformancedecisionend date 􀂬􀂬􀂬 recompetitionthe streamlined competition processthe streamlined competition processperformpost competitionaccountabilitymakepublic announcementstart date developcost',
218:'estimate􀂬award contractor issueagreementpreliminary planning competitionmakeperformancedecisionend date 􀂬􀂬􀂬 recompetition figure b1. 1. streamlined competition form slcf. after public announcement, an agency',
219:'shall calculate, compare, and certify costs based upon the scope and requirements of the activity to determine and document a',
220:'costeffective performance decision by completing the slcf as follows: a. cost of agency performance. an agency shall calculate and certify',
221:'the cost of performing the activity with government personnel in accordance with attachment c for a minimum of three performance',
222:'periods by completing slcf lines 1, 2, 3 limited to awarded contracts supporting agency performance of the activity, 4, and',
223:'6. an agency may base the agency cost estimate on the incumbent activity; however, an agency is encouraged to develop',
224:'a more efficient organization, which may be an meo. [see omb memoranda m0811 february 20, 2008, number 3, and m0613',
225:'april 24, 2006 when applying this provision.] b. cost of private sector/public reimbursable performance. an agency shall determine an estimated',
226:'contract price for performing the activity with a private sector source, using documented market research or soliciting cost proposals in',
227:'accordance with the far. an agency may also determine an estimated cost for performing the activity with a public reimbursable',
228:'source by calculating or requesting that a public reimbursable source calculate slcf lines 1a, 2a, 3a limited to awarded contracts,',
229:'4a, and 6a. an agency shall enter and certify an estimated contract price or public reimbursable cost on slcf line',
230:'7 in accordance with attachment c for a minimum of three performance periods. c. adjusted cost estimate. an agency shall',
231:'calculate and certify the adjusted costs for slcf lines 8, 12, 13, and 17 to determine and certify a cost',
232:'effective source as reflected on slcf line 18 in accordance with attachment c. an agency shall not calculate any other',
233:'slcf lines for a streamlined competition. [see omb memoranda m0811 february 20, 2008, numbers 1 with attachment b, number 3',
234:'and 3, and m0613 april 24, 2006 when applying this provision.] d. cost estimate firewalls. an agency shall ensure that',
235:'the individuals preparing the agency cost estimate and the individuals preparing the private sector/public reimbursable cost estimate shall be different,',
236:'and shall not share information concerning their respective estimates. 2. time limit. a streamlined competition shall not exceed 90 calendar',
237:'days from public announcement start date to performance decision end date unless the cso grants a time limit waiver. before',
238:'the public announcement of each streamlined competition, the cso may grant a time limit waiver, in writing, allowing a specific',
239:'streamlined competition to exceed the 90 day time limit by no more than 45 calendar days, for a maximum of',
240:'135 calendar days from public announcement start date to performance decision end date. the cso may only grant a time',
241:'limit waiver if the cso expects the agency to create an meo or issue a solicitation for private sector offers.',
242:'if an agency cannot complete an announced streamlined competition within the time limit, the agency shall either convert the streamlined',
243:'competition to a standard competition or request an additional extension of time from omb using the deviation procedure in paragraph',
244:'5.c. of this circular. 3. performance decision in a streamlined competition. a. slcf certifications. an agency shall make three certifications',
245:'on the slcf in accordance with attachment c to determine a performance decision. a different individual shall make each of',
246:'these certifications. b. slcf review. consistent with procurement integrity, ethics, and standards of conduct rules, including the restrictions of 18',
247:'u.s.c. § 208, agencies shall allow incumbent service providers to review the slcf prior to the public announcement of a',
248:'performance decision. c. public announcement. the agency shall make a formal public announcement at the local level and via fedbizopps.gov',
249:'of the performance decision. the slcf shall be made available to the public, upon request. if the agency cost estimate',
250:'includes any support contracts, the agency shall not release proprietary information contained in these contracts. d. implementing the streamlined performance',
251:'decision. an agency shall implement the performance decision resulting from a streamlined competition as follows: 1 private sector or public',
252:'reimbursable performance decision. the co may issue a solicitation to determine a private sector or public reimbursable service provider. for',
253:'a private sector performance decision, the co shall award a contract in accordance with the far and shall implement far',
254:'7.305c, the right of first refusal. for a public reimbursable performance decision, the co shall execute a feeforservice agreement with',
255:'the public reimbursable source. 2 agency performance decision. the co shall execute a letter of obligation with an official responsible',
256:'for performing the commercial activity. d. standard competition procedures. graphic: the standard competition process. contact ofpp for more information, 2023953501.',
257:'the standard competition processthe standard competition processdevelop and issuesolicitationreceiveoffersand tendersperform post competitionaccountabilitymakepublic announcementstart date developoffers andtendersperform source selection􀂬 award contract',
258:'or issueagreement 􀂲 recompetition 􀂲􀂬􀂬􀂬􀂬 preliminary planning competitionmakeperformancedecisionend date the standard competition processthe standard competition processdevelop and issuesolicitationreceiveoffersand tendersperform post',
259:'competitionaccountabilitymakepublic announcementstart date developoffers andtendersperform source selection􀂬 award contract or issueagreement 􀂲 recompetition 􀂲􀂬􀂬􀂬􀂬 preliminary planning competitionmakeperformancedecisionend date develop and',
260:'issuesolicitationreceiveoffersand tendersperform post competitionaccountabilitymakepublic announcementstart date developoffers andtendersperform source selection􀂬 award contract or issueagreement 􀂲 recompetition 􀂲􀂬􀂬􀂬􀂬 preliminary planning competitionmakeperformancedecisionend',
261:'date figure b2. 1. time limit. a standard competition shall not exceed 12 months from public announcement start date to',
262:'performance decision end date unless the cso without delegation grants a time limit waiver. before the public announcement of each',
263:'standard competition, the cso may grant a time limit waiver, in writing, allowing a specific standard competition to exceed the',
264:'12 month time limit by no more than 6 months, for a maximum of 18 months from public announcement start',
265:'date to performance decision end date. the cso may only grant a time limit waiver if the cso a expects',
266:'the standard competition to be particularly complex; b signs the time limit waiver before public announcement; and c provides a',
267:'copy of the time limit waiver to the deputy director for management, omb, before public announcement. if an agency exceeds',
268:'these time limits, including any extension that is the subject of the cso’s waiver, the cso without delegation shall notify',
269:'the deputy director for management, omb, in writing. 2. team designations, responsibilities, and restrictions. a. performance work statement pws team.',
270:'after public announcement, the pws team leader shall appoint a pws team comprised of technical and functional experts. the pws',
271:'team shall comply with the far and this circular, and assist the pws team leader with 1 developing the pws',
272:'including supporting workload data, performance standards, and any information relating to the activity being competed; 2 determining gfp; 3 assisting',
273:'in the co’s development of the solicitation; 4 developing a quality assurance surveillance plan and, as required, updating this plan',
274:'based on the performance decision; and 7 implementing the performance decision. the pws team leader shall make all final management',
275:'decisions regarding the pws, gfp, and the quality assurance surveillance plan. other individuals with 3 see omb memorandum m0811 february',
276:'20, 2008, number 1 and attachment b, number 2, when preparing solicitations for publicprivate competitions involving more than ten ftes.',
277:'expertise in management analysis, work measurement, value engineering see omb circular a131, industrial engineering, cost analysis, procurement, and the technical',
278:'aspects of the activity may also assist this team. directly affected government personnel and their representatives may participate on the',
279:'pws team; however, to avoid any appearance of a conflict of interest, members of the pws team including, but not',
280:'limited to, advisors and consultants shall not be members of the meo team. b. most efficient organization meo team. after',
281:'public announcement, the ato shall appoint an meo team comprised of technical and functional experts. the meo team shall comply',
282:'with this circular and assist the ato in developing the agency tender. the ato shall make all final management decisions',
283:'regarding the agency tender. other individuals with expertise in management analysis, position classification, work measurement, value engineering see omb circular',
284:'a131, industrial engineering, cost analysis, procurement, and the technical aspects of the activity may also assist this team. directly affected',
285:'government personnel and their representatives may participate on the meo team; however, to avoid any appearance of a conflict of',
286:'interest, members of the meo team including, but not limited to, the ato, hra, advisors and consultants shall not be',
287:'members of the pws team. c. source selection evaluation board sseb. after public announcement of a standard competition that will',
288:'be a negotiated procurement, the ssa shall appoint an evaluation team referred to as the sseb in accordance far subpart',
289:'15.303. the ssa shall ensure that the sseb complies with the source selection requirements of the far and this attachment.',
290:'pws team members who are not directly affected government personnel may participate on the sseb. directly affected personnel and their',
291:'representatives and any individual including, but not limited to, the ato, hra, meo team members, advisors, and consultants with knowledge',
292:'of the agency tender including the meo and agency cost estimate shall not participate in any manner on the sseb',
293:'e.g., as members or advisors. 3. the solicitation and quality assurance surveillance plan. a. solicitation.3 an agency shall not issue',
294:'a solicitation that places any prospective provider at an unfair competitive advantage. when developing and issuing a solicitation for a',
295:'standard competition, the co shall comply with the far and the following: 1 review and release of information. an agency',
296:'is encouraged to post a draft of the pws or solicitation for public review and comment, including review and comment',
297:'by directly affected employees and representatives of directly affected employees. all releases of the pws and solicitation, including drafts, shall',
298:'be by the co. information that is developed by the ato or meo team shall be considered procurement sensitive. with',
299:'the exception of information related to the performance or productivity of the incumbent agency organization, historical data or other existing',
300:'information that is available to the ato or meo team shall be made available to all prospective providers. 2 far',
301:'provisions. the co, in consultation with the pws team, shall determine the acquisition strategy in accordance with far part 7,',
302:'which may include the use of far parts 6, 14, 15, or 36. when the agency is the incumbent service',
303:'provider, the co shall comply with far 7.305c regarding the right of first refusal. the co shall comply with far',
304:'subpart 22.10 to obtain the applicable wage determinations from the department of labor. 3 acquisition process and source selection provisions.',
305:'the co shall identify in the solicitation whether the acquisition procedures will be sealed bid or negotiated procedures. if negotiated',
306:'procedures will be used, the co shall identify in the solicitation the type of source selection process i.e., lowest price',
307:'technically acceptable, phased evaluation, tradeoff. a evaluation factors. all evaluation factors shall be clearly identified in the solicitation. to the',
308:'extent practicable, evaluation factors shall be limited to commonly used factors e.g., a demonstrated understanding of the government’s requirements, technical',
309:'approach, management capabilities, personnel qualifications, manufacturing plan, facilities and equipment. no solicitation shall include evaluation factors that could provide an',
310:'unfair advantage for or inherently benefit a prospective provider, public or private. b tradeoff source selection solicitation provisions. for tradeoff',
311:'source selections, the solicitation shall identify the specific weight given evaluation factors and subfactors, including cost or price. the specific',
312:'weight given to cost or price shall be at least equal to all other evaluation factors combined unless quantifiable performance',
313:'measures can be used to assess value and can be independently evaluated. the quality of competition will be enhanced by',
314:'using, to the extent practicable, evaluation factors and subfactors susceptible to objective measurement or evaluation. to encourage prospective providers to',
315:'submit offers and tenders that fall within budgetary constraints, an agency may include a notto exceed cost clause in the',
316:'solicitation. 4 solicitation provisions unique to the agency tender. a solicitation shall state that the agency tender is not required',
317:'to include a a labor strike plan; b a small business strategy; c a subcontracting plan goal; d participation of',
318:'small disadvantaged businesses; e licensing or other certifications; and f past performance information unless the agency tender is based on',
319:'an meo that has been implemented in accordance with this circular or a previous omb circular a76. 5 solicitation closing',
320:'date. the date for delivery of offers and tenders shall be the same. 6 compliance matrix. to decrease the complexity',
321:'of performing source selections, the co may include a crossreference compliance matrix in section l of the solicitation see figure',
322:'b3. below. a compliance matrix should clearly identify proposal reference information as it relates to the pws, contract line item',
323:'numbers clin, solicitation sections l and m, proposal volume and section, and, if appropriate, contract data requirements list cdrl references.',
324:'this matrix should be modified to account for proposed performance standards that differ from the requirements in a solicitation. example',
325:'compliance matrix this matrix is included in the solicitation with the following sections completed. prospective providers complete the section below.',
326:'description clin pws section l section m proposal volume and paragraph administrative support 1.1 4.3 f1, 1.5.1 records management 1.1.1',
327:'4.3.1 f1, sf1 forms and publications 1.1.2 4.3.2 f1, 1.5.1.2 operations & maintenance 1.2 4.4 f2 1.5.2 equipment records 1.2.1.1',
328:'4.4.2 f2, sf2 maintenance analysis 1.2.2 4.4.3 sf3 1.5.2.3 data base management 1.2.2.1 4.4.4 sf4, 1.5.2.4 price 5.0 1.5.3 performance',
329:'risk assessment 7.0 1.5.4 figure b3. 7 performance periods. an agency shall use a minimum of three full years of',
330:'performance, excluding the phasein period, in a standard competition. an agency shall not use performance periods for the agency tender',
331:'that differ from performance periods for private sector offers and public reimbursable tenders. the cso shall obtain prior written approval',
332:'from omb to use performance periods that exceed five years excluding the phasein period. [see omb memorandum m0412 april 30,',
333:'2004 when applying this provision.] cdrl optional 8 governmentfurnished property gfp. the pws team shall be responsible for determining whether',
334:'the agency will make government property available to all prospective providers. agency determinations to provide or not provide gfp shall',
335:'be justified, in writing, and approved by the cso. consistent with far 45.102 and far subpart 45.3, solicitations may offer',
336:'the use of existing government facilities and equipment and may make such use mandatory. the determination to provide government property',
337:'shall not be used to influence the outcome of the competition. the ato, meo team, and any individual assisting in',
338:'the development of the agency tender, shall not be involved in the determination to provide gfp. 9 common costs. the',
339:'co shall identify common costs in the solicitation. 10 performance bond. if an agency requires a private sector source to',
340:'include a performance bond, the co shall obtain prior written approval from the cso. the co shall include in the',
341:'solicitation a separate clin for the cost of the performance bond. the co shall exclude the cost of the performance',
342:'bond from the contract price before entering the contract price on scf line 7. 11 incentive fee. in a solicitation',
343:'for an incentive fee contract, the co shall require the private sector offeror to propose a target cost and target',
344:'profit or fee. the co shall include the target cost and target profit or fee on scf line 7. 12',
345:'award fee. for solicitations with an award fee for all prospective providers, including the agency tender, the cso shall determine',
346:'if procedures are in place permitting an agency tender to receive such an award fee. 13 phasein plan. the co',
347:'shall include in the solicitation a separate clin for a phasein plan. private sector, public reimbursable and agency sources shall',
348:'propose a phasein plan to replace the incumbent service provider. the co shall designate the phasein period as the first',
349:'performance period see attachment c. the clin is limited to the phasein costs associated with phasein actions as documented in',
350:'the phasein plan. phasein plans shall include details to minimize disruption and startup requirements. the phasein plan shall consider recruiting,',
351:'hiring, training, security limitations, and any other special considerations of the prospective providers to reflect a phasein period of realistic',
352:'length and requirements. 14 quality control plan. the co shall include in the solicitation a requirement for prospective providers to',
353:'include a quality control plan in offers and tenders. b. quality assurance surveillance plan. the pws team shall develop the',
354:'quality assurance surveillance plan, which identifies the methods the government will use to measure the performance of the service provider',
355:'against the requirements of the pws. c. competition file. an agency shall retain the documents created for the standard competition.',
356:'this competition file shall be included in the government contract files in accordance with far subpart 4.8, regardless of the',
357:'performance decision. 4. the agency tender, private sector offers, and public reimbursable tenders. a. agency tender. the agency tender is',
358:'the agency’s response to the solicitation. 1 developing the agency tender. the ato shall develop an agency tender that responds',
359:'to the requirements of the solicitation, including section l instructions, conditions, and notices to offerors or respondents and section m',
360:'evaluation factors for award. in addition to the requirements of the solicitation, the agency tender shall include the following a',
361:'an meo; b a certified agency cost estimate developed in accordance with attachment c the agency’s cost proposal; c the',
362:'meo’s quality control plan; d the meo’s phasein plan; and e copies of any existing, awarded meo subcontracts with the',
363:'private sector providers’ proprietary information redacted. the ato shall provide the certified agency tender in a sealed package to the',
364:'co by the solicitation closing date. if the solicitation states that prospective providers may propose alternate performance standards that differ',
365:'from the solicitation’s performance standards, the ato may propose alternate performance standards in the agency tender. a most efficient organization',
366:'meo. the meo is an agency’s staffing plan as identified in the agency tender. the meo is not usually a',
367:'representation of the incumbent organization, but is the product of management analyses that include, but are not limited to, activity',
368:'based costing, business case analysis, consolidation, functionality assessment, industrial engineering, market research, productivity assessment, reengineering, reinvention, utilization studies, and value',
369:'engineering. the hra shall develop and classify new position descriptions based on the meo, but the agency shall not hire',
370:'employees to staff these positions unless the agency is the selected provider. an meo may be comprised of either 1',
371:'government personnel or 2 a mix of government personnel and meo subcontracts see attachment d. agencies shall not include new',
372:'meo subcontracts that would result in the direct conversion of work performed by government employees. other elements of the meo',
373:'include an organization chart reflecting the meo; position descriptions classified by the hra for positions projected to be in the',
374:'meo; a description of the organization that will execute the quality control plan; meo equipment, supplies, material, and facilities; and',
375:'specific details of meo subcontracts. b agency cost estimate. the ato shall develop and certify the agency cost estimate the',
376:'agency’s cost proposal in accordance with attachment c, using the compare costing software. the ato shall not make changes to',
377:'the agency cost estimate except as provided in paragraph, “changes to the agency tender,” below. c quality control plan. the',
378:'ato shall include a quality control plan in the agency tender, as required by the solicitation. the quality control plan',
379:'shall, at a minimum, include 1 an meo selfinspection plan; 2 meo internal staffing which shall be included in the',
380:'agency cost estimate for personnel costs on scf line 1; and 3 procedures that the meo will use to meet',
381:'the quality, quantity, timeliness, responsiveness, customer satisfaction, and other requirements of the solicitation. d phasein plan. the ato shall include',
382:'a phasein plan in the agency tender, as required by the solicitation, to replace the incumbent service provider with the',
383:'meo, even if the agency is the incumbent service provider. the ato shall include phasein costs for the agency tender',
384:'on scf lines 16. 2 submission of the agency tender. the ato shall deliver the agency tender to the co',
385:'in a sealed package by the solicitation closing date. if the ato does not anticipate submitting the agency tender to',
386:'the co by the solicitation closing date, the ato shall notify the co as soon as possible before the solicitation',
387:'closing date. the co, in consultation with the cso, shall determine if amending the solicitation closing date is in the',
388:'best interest of the government. 3 changes to the agency tender. after the solicitation closing date, only the ato may',
389:'make changes to the agency tender, and such changes shall only be in response to the following a a solicitation',
390:'amendment issued in accordance with the far; b the co’s request for final proposal revisions to offers and tenders in',
391:'accordance with far 15.307; c official changes to the standard cost factors identified in attachment c; d version upgrades to',
392:'the compare costing software issued by the department of defense; or e resolution of a contest challenging a performance decision',
393:'as provided by this attachment. the co shall retain documentation regarding any changes to the agency tender as part of',
394:'the competition file and in a form suitable for audit. 4 procurement sensitivity. after resolution of a contest see paragraph',
395:'on “release of the certified scf and tenders” in this attachment, or the expiration of the time for filing a',
396:'contest, an agency tender shall be made available to the public, upon request. if an agency tender includes any subcontracts,',
397:'the agency shall not release proprietary information contained in these meo subcontracts. b. private sector offers. private sector offers respond',
398:'as required by the solicitation. c. public reimbursable tenders. when responding to another agency’s solicitation, a public reimbursable source shall',
399:'develop a public reimbursable tender that responds to the requirements of the solicitation, including section l instructions, conditions, and notices',
400:'to offerors or respondents and section m evaluation factors for award. in addition to the requirements of the solicitation, the',
401:'public reimbursable tender shall include the following 1 a certified cost estimate developed in accordance with attachment c the public',
402:'reimbursable source’s cost proposal; 2 a quality control plan, 3 a phasein plan, and 4 copies of any existing, awarded',
403:'contracts that are included in the tender with the private sector provider’s proprietary information redacted. a public reimbursable tender may',
404:'be comprised of either 1 government personnel or 2 a mix of government personnel and existing, awarded contracts. submission of,',
405:'and changes to, a public reimbursable tender, as well as the procurement sensitivity of the public reimbursable tender, shall be',
406:'subject to the corresponding provisions of this attachment applicable to the agency tender see above. d. no satisfactory private sector',
407:'or public reimbursable source. if an agency attempts to perform a standard competition, but does not receive private sector offers',
408:'or public reimbursable tenders, determines that all offers and public reimbursable tenders are non responsive, or determines that prospective providers',
409:'are not responsible, the agency shall take the following actions: 1 determine reasons. the co shall consult with private sector',
410:'sources to identify a restrictive, vague, confusing, or misleading portions of the solicitation; b the reasons provided by sources for',
411:'not submitting responses; and c possible revisions to the solicitation to enhance competition. the co shall, in writing, describe the',
412:'results of these consultations and propose a course of action to the cso. 2 required action. the cso shall evaluate',
413:'the co’s written documentation and make a written determination to either a revise the solicitation or b implement the agency',
414:'tender. if revising a solicitation would result in exceeding the established time limit for the standard competition, the cso without',
415:'delegation shall consult with the deputy director for management, omb. the co’s written documentation, as well as the cso’s decision',
416:'to either revise the solicitation or implement the agency tender, shall be retained as part of the competition file. a',
417:'revise the solicitation. before revising or reissuing the solicitation, the co shall return the sealed agency tender to the ato.',
418:'the co shall then revise and reissue the solicitation. b implement the agency tender. if the cso decides to implement',
419:'the agency tender, the co shall proceed to evaluate the agency tender as required by this attachment and the solicitation.',
420:'the agency shall complete the scf, leaving line 7 blank, omit the costs on lines 812 and annotate “agency” on',
421:'line 18. the ssa shall state, in the certification on the scf, that the cso implemented the agency tender because',
422:'1 the agency received no offers or tenders in response to the solicitation; 2 no offers or tenders received were',
423:'responsive; or 3 no prospective providers were responsible. the ssa and co shall sign the scf to certify the performance',
424:'decision and retain the scf and agency tender with the competition file. the agency shall make a public announcement of',
425:'the performance decision at the local level and via fedbizopps.gov. the co shall make the scf including the documentation of',
426:'no satisfactory private sector source available to the public, upon request. the co shall notify the ato of the performance',
427:'decision and the hra shall notify directly affected employees and their representatives. 5. the source selection process and performance decision.',
428:'an agency shall select one of the procedures described below to conduct a standard competition and shall not employ any',
429:'other procedure in conducting the standard competition. a. sealed bid acquisition. an agency shall conduct a sealed bid acquisition in',
430:'accordance with far subparts 14.1 through 14.4 and this attachment. on the solicitation closing date, the co shall open the',
431:'agency tender, private sector bids, and public reimbursable tenders. the co shall enter the price of the apparent lowest priced',
432:'private sector bid or public reimbursable tender on scf line 7, to complete the scf calculations. the co shall then',
433:'evaluate private sector bids for responsiveness and responsibility in accordance with the far and determine if scf lines 818 have',
434:'been prepared in accordance with attachment c. the co shall certify the scf in accordance with attachment c. the co',
435:'makes the performance decision by certifying the scf. b. negotiated acquisition. 1 lowest price technically acceptable source selection. an agency',
436:'shall conduct a lowest price technically acceptable source selection in accordance with far 15.1012 and this attachment. during the source',
437:'selection process, the co shall open and evaluate all offers and tenders including the agency tender to determine technical acceptability.',
438:'the performance decision shall be based on the lowest cost of all offers and tenders determined to be technically acceptable.',
439:'the co shall conduct price analysis and cost realism as required by this attachment. the co may conduct exchanges, in',
440:'accordance with far subpart 15.306 and this attachment, to determine the technical acceptability of each offer and tender. the co',
441:'shall enter the lowest contract price or public reimbursable cost on scf line 7 to complete the scf calculations. the',
442:'co shall sign the scf, and the ssa shall certify the scf, in accordance with attachment c. the ssa makes',
443:'the performance decision by certifying the scf. 2 phased evaluation source selection process. an agency shall conduct a phased evaluation',
444:'source selection in accordance with far part 15 and this attachment. in the phased evaluation process, an agency shall evaluate',
445:'technical capability in phase one and cost in phase two. the performance decision shall be based on the lowest cost',
446:'of all technically acceptable offers and tenders from all offerors, public reimbursable sources, and the ato. the solicitation shall require',
447:'the submission of complete offers and tenders, including separate technical proposals and cost proposals/estimates, by the solicitation closing date. the',
448:'solicitation shall permit submission of alternate performance standards that differ from the solicitation’s performance standards. to differentiate between the alternate',
449:'standards and the solicitation’s standards, the solicitation shall require that offers and tenders include a compliance matrix specifying a the',
450:'alternate performance standards; b an explanation of how the alternate standards differ from the solicitation standards; c the cost of',
451:'meeting each alternate standard; d the cost difference between the alternate and solicitation standard; e a costbenefit analysis explaining the',
452:'rationale for each alternate standard; and f proposed language to include alternate performance standards in an amended solicitation. if the',
453:'agency receives no alternate performance standards, or does not accept any of the alternate standards, then the ssa shall determine',
454:'a performance decision based on the solicitation’s performance standards. a phase one. in phase one, the co shall open and',
455:'evaluate the technical proposals submitted by private sector offerors, public reimbursable sources, and the ato. the co shall not open',
456:'or evaluate agency or public reimbursable cost estimates or private sector price proposals during phase one. the co may conduct',
457:'exchanges, in accordance with far subpart 15.306 and this attachment, to determine the technical acceptability of each offer and tender.',
458:'if an agency receives offers and tenders that include alternate performance standards, the co shall 1 evaluate each alternate performance;',
459:'2 consider the discrete cost or price difference associated with the alternate standard; 3 determine, in consultation with the requiring',
460:'activity, whether an alternate standard is necessary and, if so, within the agency’s budget limitations; and 4 document, in writing,',
461:'the evaluation of each alternate performance standard. if the ssa accepts an alternate performance standard, the co shall issue an',
462:'amendment to the solicitation to 1 identify the specific change to the solicitation’s performance standard, without conveying proprietary information about',
463:'technical approaches or solutions to meet the new performance standard; and 2 request the resubmission of offers and tenders in',
464:'response to the amended solicitation. upon receiving revisions to offers and tenders, the co may conduct exchanges, in accordance with',
465:'far subpart 15.306 and this attachment, to determine the technical acceptability of each offer and tender. b phase two. in',
466:'phase two, the co shall perform price analysis and cost realism of private sector cost proposals, public reimbursable cost estimates,',
467:'and the agency cost estimate, in accordance with this attachment, on all offers and tenders determined to be technically acceptable',
468:'at the conclusion of phase one. the co then shall enter the lowest contract price or public reimbursable cost on',
469:'scf line 7 to complete the scf calculations. the ssa shall certify the scf and the co shall sign the',
470:'scf in accordance with attachment c. the ssa shall make the performance decision by certifying the scf, which is the',
471:'performance decision document. 3 tradeoff source selection process. [see omb memoranda m0811 february 20, 2008, number 3, and m0613 april',
472:'24, 2006 when applying this provision.] a tradeoff source selection may be appropriate in a standard competition when an agency',
473:'wishes to consider award to other than the lowest priced source. an agency may use the tradeoff processes under far',
474:'subpart 15.1011 in a standard competition of a information technology activities as defined in attachment d; b commercial activities performed',
475:'by a private sector source; c new requirements; or d segregable expansions. an agency also may use a tradeoff source',
476:'selection process for a specific standard competition if prior to the public announcement of the competition, the cso without delegation',
477:'a approves, in writing, the use of the tradeoff source selection process; and b notifies omb of the approval by',
478:'forwarding a copy of the written approval. an agency shall not use a tradeoff source selection process for activities currently',
479:'performed by government personnel except as provided in this paragraph. when an agency uses a tradeoff source selection process in',
480:'a standard competition, an agency shall comply with far part 15 unless otherwise noted in this attachment. under a tradeoff',
481:'source selection process, an agency may select an offer or tender that is not the lowest priced offer or tender',
482:'only if the decision is within the agency’s budgetary limitation. an agency shall not use a tradeoff source selection to',
483:'justify increases in the agency’s budgetary authorization. prospective providers may propose alternate performance standards that differ from the solicitation’s performance',
484:'standards. the co shall conduct price analysis and cost realism as required by this attachment. the co may conduct exchanges,',
485:'in accordance with far subpart 15.306 and this attachment. the co’s rationale for tradeoffs shall be a documented, in writing;',
486:'b attached to the scf; and c retained with the competition file for the standard competition. the co shall enter',
487:'the contract price and public reimbursable cost estimate, for each offer and tender determined to be technically acceptable, on scf',
488:'line 7. the co then shall sign the scf. the ssa may decide to award to the lowcost provider, or',
489:'other than the lowcost provider, as follows: a low cost performance decision. for a decision to award to the lowcost',
490:'provider, the ssa shall certify the scf in accordance with attachment c. the ssa makes the performance decision by certifying',
491:'the scf, which is the performance decision document. b other than low cost performance decision. for a decision to award',
492:'to other than the lowcost provider, the ssa shall certify the scf, in accordance with attachment c, and shall document',
493:'the following on the scf 1 a summary of the source selection decision document; 2 a narrative explanation of the',
494:'tradeoffs performed; and 3 a rationale for the decision to award to other than the lowcost provider. the ssa makes',
495:'the performance decision by certifying the scf. the scf, combined with the source selection decision document, is the performance decision',
496:'document. c. special considerations. 1 evaluation of private sector offers, public reimbursable tenders, and agency tender. the co shall not',
497:'evaluate the private sector offers separately from the agency tender. the co, ssa, and sseb shall not a convey, require,',
498:'make, direct, or request adjustments to a tender or offer that would identify any proprietary or procurement sensitive information from',
499:'another offer or tender; or b require, direct, or make specific changes to an offer or tender, including the approach',
500:'and staffing requirements e.g., adding a specific number of employee positions to the meo. the co shall ensure that oral',
501:'presentations do not provide an unfair advantage for or inherently benefit a prospective provider, public or private. 2 exchanges with',
502:'private sector, public reimbursable, and agency sources. if the co conducts exchanges with private sector offerors, public reimbursable sources, and',
503:'the ato, during the course of the standard competition, those exchanges shall be in accordance with far 15.306, with the',
504:'following exceptions. for an agency tender, the co shall correspond with the ato, in writing, and shall maintain records of',
505:'all such correspondence as part of the competition file. the co and ato shall include clear, sufficient, and unambiguous information',
506:'in the correspondence to adequately convey concerns, responses, or information regarding the agency tender. 3 deficiencies in an offer or',
507:'tender. if the co perceives that a private sector offer, public reimbursable tender, or agency tender is materially deficient, the',
508:'co shall ensure that the ato, private sector offeror, or the public reimbursable tender official receives a deficiency notice. the',
509:'co shall afford the ato, the private sector offeror, or the public reimbursable tender official a specific number of days',
510:'to address the material deficiency and, if necessary, to revise and recertify the tender or offer. if the ato is',
511:'unable to correct the material deficiency, the cso shall determine if a commitment of additional resources will enable the ato',
512:'to correct the material deficiency within the specified number of days. if the cso determines that the ato cannot correct',
513:'the material deficiency with a reasonable commitment of additional resources, the cso may advise the ssa to exclude the agency',
514:'tender from the standard competition. if the co determines that a private sector offeror or public reimbursable tender official has',
515:'not corrected a material deficiency, the ssa may exclude the private sector offer or public reimbursable tender from the standard',
516:'competition. if the agency tender is excluded from the standard competition, an agency shall calculate the scf as required by',
517:'attachment c and the ssa shall make the performance decision based upon the source selection decision document and shall document',
518:'the reason for elimination of the agency tender on the scf. 4 price analysis and cost realism of private sector',
519:'cost proposals, public reimbursable cost estimates and agency cost estimates. a general. regardless of the contract type stated in the',
520:'solicitation, the co shall perform price analysis and cost realism as defined in far part 2 on all private sector',
521:'cost proposals, public reimbursable cost estimates scf lines 1a6a, and the agency cost estimate scf lines 16. cost analysis in',
522:'accordance with far part 15 is not required for a standard competition but may be performed at the discretion of',
523:'the ssa. b agency and public reimbursable cost estimates. the co shall ensure that the agency and public reimbursable cost',
524:'estimates 1 are calculated in accordance with attachment c; 2 are based on the standard cost factors in effect on',
525:'the performance decision date; and 3 use the version of the compare costing software that is in effect on the',
526:'performance decision date. c conversion differential. all standard competitions shall include the conversion differential. the co shall ensure that the',
527:'conversion differential is calculated in accordance with attachment c and reflected on scf line 14. the conversion differential is a',
528:'cost that is the lesser of 10 percent of the meo’s personnelrelated costs reflected on scf line 1 or $10',
529:'million over all the performance periods stated in the solicitation. this conversion differential is added to the cost of performance',
530:'by a nonincumbent source. if the incumbent provider is a private sector or public reimbursable source, the conversion differential is',
531:'added to the cost of agency performance. if the agency is the incumbent provider, the conversion differential is added to',
532:'the cost of private sector or public reimbursable performance. the conversion differential precludes conversions based on marginal estimated savings, and',
533:'captures nonquantifiable costs related to a conversion, such as disruption and decreased productivity. d scf overview. as part of the',
534:'requirement to conduct price analysis and cost realism, the co shall ensure that the scf has been prepared in accordance',
535:'with attachment c and that the required signatures and certifications are on the scf. figure b4. provides an overview of',
536:'the detailed guidance for developing the agency and public reimbursable cost estimates in attachment c. summary of the standard competition',
537:'form scf cost of agency performance scf line 1: personnel costs. agency labor costs for direct and indirect labor necessary',
538:'to meet the requirements in the solicitation. scf line 2: material and supply costs. agency cost of materials and supplies',
539:'such as office supplies, including handling and inflation. scf line 3: other specifically attributable costs. other agency costs such as',
540:'the cost of capital, depreciation capital assets, rent, utilities, insurance, and meo subcontracts. scf line 4: overhead costs. twelve percent',
541:'of agency personnel costs reflected on scf line 1. scf line 5: additional costs. agency costs not otherwise accounted for',
542:'on scf lines 14, such as phasein costs and onetime conversion costs for an expansion, new requirement, or conversion from',
543:'a private sector or public reimbursable provider to agency performance. scf line 6: total cost of agency performance. the sum',
544:'of scf lines 15. cost of public reimbursable performance the guidance for a public reimbursable source to complete scf lines',
545:'1a6a is the same as the guidance to complete scf lines 16. adjusted cost of private sector or public reimbursable',
546:'performance scf line 7: contract price or public reimbursable cost estimate. the contract price based on the type of acquisition,',
547:'source selection process, and contract type required by the solicitation, or the public reimbursable cost on scf line 6a. scf',
548:'line 8: contact administration costs. costs for administering the contract. scf line 9: additional costs. costs incurred by the agency',
549:'that are added to the private sector or public reimbursable provider’s price/cost. scf line 10: onetime conversion costs. costs based',
550:'on 5% of line 1, incurred by the agency as a result of awarding a contract. scf line 11: gain',
551:'on assets. revenue generated from the sale/transfer of agency assets when converting from agency performance. scf line 12: federal income',
552:'tax adjustment. revenue for the government when a private sector provider pays federal income tax. scf line 13: total adjusted',
553:'cost of private sector or public reimbursable performance. the sum of lines 712. cost of performance decision calculations scf line',
554:'14: conversion differential. the lesser of 10% of agency labor costs or $10 m is added to the nonincumbent provider.',
555:'scf line 15: adjusted total cost of agency performance. if a private sector or public reimbursable source is the incumbent',
556:'provider, the conversion differential is added to the cost of agency performance scf line 6 and the sum is the',
557:'“adjusted total cost of agency performance” on scf line 15. scf line 16: adjusted total cost of private sector or',
558:'public reimbursable performance. if the agency is the incumbent provider, the conversion differential is added to scf line 13 and',
559:'the sum is the “adjusted total cost of private sector or public reimbursable performance” on scf line 16. scf line',
560:'17: cost difference. scf line 15 is subtracted from scf line 16 to reflect the “cost difference” on scf line',
561:'17. a positive number indicates performance decision for agency performance and a negative number indicates a performance decision for a',
562:'private sector or public reimbursable provider. scf line 18: lowcost provider. the lowcost provider based on the calculations on the',
563:'scf. figure b4. 6. performance decision in a standard competition. a. certification. to certify a performance decision in a standard',
564:'competition, the ssa and co shall sign the scf. b. end date. the end date of a standard competition shall',
565:'be the date that all scf certifications are complete, signifying a performance decision. an agency shall not make any changes',
566:'including corrections to the scf, agency tender, or public reimbursable tender after this date, except in response to a contest',
567:'under paragraph f of this attachment. c. public announcement of the performance decision. an agency shall make a formal public',
568:'announcement at the local level and via fedbizopps.gov of the performance decision. in the announcement of a performance decision for',
569:'a sealed bid acquisition, the agency shall include the information made public at bid opening, under far subpart 14.4. in',
570:'the announcement of a performance decision for a negotiated acquisition, the agency shall include the information regarding offers and tenders',
571:'identified in far 15.503b. if an agency tender includes any meo subcontracts, the agency shall not release proprietary information contained',
572:'in these subcontracts. d. debriefing. the ssa shall ensure that the co offers a debriefing to all private sector offerors,',
573:'public reimbursable sources, the ato, and directly affected government personnel and their representatives, in accordance with far 15.503. e. release',
574:'of the certified scf and tenders. an agency shall release the certified scf, agency tender, and public reimbursable tenders, only',
575:'as provided in this paragraph. until resolution of any contest under paragraph f. of this attachment, or expiration of the',
576:'time for filing a contest, only legal agents for directly interested parties shall have access to the certified scf, agency',
577:'tender, and public reimbursable tenders. the agency shall require, as a condition of access, that a legal agent of a',
578:'directly interested party sign a nondisclosure agreement. the agreement shall provide that a signatory may share the information covered by',
579:'the agreement only with other signatories, and only for purposes of challenging the performance decision. upon resolution of a contest',
580:'challenging a performance decision i.e., when the agency renders a written decision in compliance with far subpart 33.103, as required',
581:'by paragraph f.1.b. of this attachment, or expiration of the time for filing such a contest, the certified scf, agency',
582:'tender, and public reimbursable tenders, shall be available to the public, upon request. proprietary information of private sector providers of',
583:'sub contracts included in agency or public reimbursable tenders shall not be released. f. implementing a performance decision. an agency',
584:'shall implement the performance decision resulting from a standard competition as follows: 1 private sector provider. a awarding the contract.',
585:'for a performance decision favoring a private sector source, the co shall award a contract in accordance with the far.',
586:'b right of first refusal. when the agency is the incumbent service provider, the co shall comply with far 7.305c',
587:'regarding the right of first refusal. the hra shall provide the co with a list of adversely affected employees as',
588:'soon as possible after the performance decision is made. 2 public reimbursable provider. for a performance decision favoring a public',
589:'reimbursable source, the co shall develop a feeforservice agreement with the public reimbursable source. the co shall incorporate appropriate portions',
590:'of the solicitation and public reimbursable tender into the feeforservice agreement and distribute the agreement to the appropriate individuals. 3',
591:'agency provider. for a performance decision favoring the agency, the co shall establish an meo letter of obligation with an',
592:'official responsible for performance of the meo. the co shall incorporate appropriate portions of the solicitation and the agency tender',
593:'into the meo letter of obligation and distribute the letter to appropriate individuals including the ato. e. post competition accountability',
594:'for streamlined and standard competitions. 1. best practices and lessons learned. agencies shall post best practices and lessons learned resulting',
595:'from a streamlined or standard competition process on share a76! at http://sharea76.fedworx.org/sharea76/home.aspx. an agency shall maintain the accuracy and currency',
596:'of their agency’s information, including links, on share a76! 2. execution tracking of streamlined and standard competitions. agencies shall maintain',
597:'a database to track the execution of agency streamlined and standard competitions. agencies shall maintain a database that 1 assigns',
598:'a unique tracking number to each streamlined and standard competition, 2 includes data fields as defined on the omb web',
599:'site at www.omb.gov, 3 tracks each streamlined and standard competition as events occur realtime from the date of public announcement',
600:'through either completion of the last performance period or cancellation of the competition, and 4 retains historical records of streamlined',
601:'and standard competitions after the last performance period has been completed. 3. competitive sourcing quarterly report. an agency shall submit',
602:'a competitive sourcing quarterly report to omb, by the end of each fiscal quarter december, march, june, september, that includes',
603:'the following 1 inprogress streamlined and standard competitions i.e., competitions with start dates and pending performance decisions; and 2 completed',
604:'streamlined and standard competitions i.e., competitions with performance decisions. the required format for these reports can be found on the',
605:'omb web site at www.omb.gov. 4. monitoring performance. regardless of the selected service provider, after implementing a performance decision, an',
606:'agency shall 1 monitor performance for all performance periods stated in the solicitation; 2 implement the quality assurance surveillance plan;',
607:'3 retain the solicitation and any other documentation from the streamlined or standard competition as part of the competition file;',
608:'4 maintain the currency of the contract file, consistent with far subpart 4.8, for contracts, meo letters of obligation, and',
609:'feeforservice agreements; 5 record the actual cost of performance by performance period; and 6 monitor, collect, and report performance information,',
610:'consistent with far subpart 42.15, for purposes of past performance evaluation in a followon streamlined or standard competition. to record',
611:'the actual cost of performance for a specific performance period, the agency shall adjust actual costs for scope, inflation, and',
612:'wage rate adjustments made during a specific performance period. the agency shall compare the actual costs to the costs recorded',
613:'on scf lines 6 and 7 when the performance decision was made. 5. option years of performance and followon competition.',
614:'a. option years of performance. the co shall make option year exercise determinations for agency, public reimbursable, and private sector',
615:'performance decisions in accordance with far 17.207. consistent with the far, the co shall not approve performance periods that exceed',
616:'the total number of years specified in the solicitation used in the standard competition. b. followon competition. for agency or',
617:'public reimbursable performance decisions, an agency shall complete another streamlined or standard competition of the activity by the end of',
618:'the last performance period on the scf or slcf unless a specific exemption is granted by the cso without delegation',
619:'before the end of the last performance period. the cso may extend the performance period for a high performing organization',
620:'if the cso a determines that continued cost savings justifies the extension; b documents these cost savings through the use',
621:'of a compare generated scf or slcf; c limits the extension to no more than 3 years after the last',
622:'performance period; and d makes a formal announcement of the extension via fedbizopps.gov. for private sector performance decisions, the co',
623:'shall comply with the far for followon competition. 6. terminations. a. terminations based on failure to perform. 1 notification. consistent',
624:'with far part 49, the co shall notify a service provider i.e., private sector contractor, public reimbursable provider, or meo',
625:'of poor performance through cure notices and show cause notices. the co shall inform the head of the requiring activity',
626:'of such notices. 2 termination. if the co determines that a service provider i.e., private sector contractor, public reimbursable provider,',
627:'or meo has failed to perform to the extent that a termination for default is justified, the co shall issue',
628:'a notice of termination, consistent with far part 49. upon terminating an meo letter of obligation, an agency shall change',
629:'the inventory coding to reflect that the activity is no longer performed by an meo and shall perform either a',
630:'streamlined or standard competition. 3 temporary remedies. if the co terminates a contract, feeforservice agreement, or meo letter of obligation',
631:'for the service provider’s failure to perform, an agency may use interim contracts, public reimbursable sources, or government personnel on',
632:'an emergency basis. an agency shall not allow these temporary remedies to be used for longer than one year from',
633:'the date of termination. b. terminations based on reasons other than failure to perform. if an agency determines that performance',
634:'by a service provider i.e., private sector contractor, public reimbursable, or meo is to be terminated for reasons other than',
635:'failure to perform, the cso without delegation shall approve such terminations, in writing, and provide a copy to omb before',
636:'the termination. examples of these terminations include, but are not limited to, elimination of an agency requirement through divestiture, privatization,',
637:'reorganization, restructuring, national defense, or homeland security. f. contests. 1. standard competitions. a directly interested party see attachment d may',
638:'contest any of the following actions taken in connection with a standard competition: 1 a solicitation; 2 the cancellation of',
639:'a solicitation; 3 a determination to exclude a tender or offer from a standard competition; 4 a performance decision, including,',
640:'but not limited to, compliance with the costing provisions of this circular and other elements in an agencys evaluation of',
641:'offers and tenders; or 5 a termination or cancellation of a contract or letter of obligation if the challenge contains',
642:'an allegation that the termination or cancellation is based in whole or in part on improprieties concerning the performance decision.',
643:'the pursuit of a contest by a directly interested party and the resolution of such contest by the agency shall',
644:'be governed by the procedures of far subpart 33.103. 2. streamlined competitions. no party may contest any aspect of a',
645:'streamlined competition. c calculating publicprivate competition costs a. overview. 1. publicprivate competition costs. to reflect the full cost of performance',
646:'by the government, agencies and public reimbursable sources shall calculate cost estimates in accordance with this attachment for publicprivate competitions.',
647:'an agency shall not deviate from this attachment except as provided by paragraph 5.c. of this circular. a private sector',
648:'source shall propose a price or estimated cost in accordance with attachment b and the far. 2. compare. agencies shall',
649:'use compare the costing software that incorporates the costing procedures of this circular in conjunction with this attachment to develop',
650:'cost estimates and generate the scf or slcf. the compare version in effect as of the performance decision date shall',
651:'be used when determining a performance decision. a. compare maintenance. the department of defense shall maintain the currency and accuracy',
652:'of compare, compare user’s guide, and compare tables e.g., inflation cost factors, tax rates, useful life and disposal values, cost',
653:'of capital cost factors, opm wage rates with omb oversight. the department of defense shall maintain a compare version control',
654:'log for all changes to the costing software and shall coordinate compare version changes with omb prior to release. an',
655:'agency shall submit requests for compare changes to the department of defense and omb. the department of defense shall evaluate',
656:'the requested compare changes and review the impact of the change with omb. omb shall approve version changes to compare.',
657:'b. compare calculations. many of the calculations required by this attachment are embedded directly into the compare software code. these',
658:'compare calculations are dependent upon accurate cost data that agencies shall determine and manually enter into compare. for example, when',
659:'cost data for the various costing requirements are manually entered, compare will then automatically calculate costs such as basic pay,',
660:'fringe benefits, insurance, inflation, ftes, cost of capital, depreciation, minor item replacement, overhead, severance pay, and federal taxes. 1 standard',
661:'competitions. agencies shall calculate and manually enter the required cost data for scf lines 1, 2, 3, 5, 9, and',
662:'11. compare then automatically computes scf lines 4, 6, 8, and 10. after the co enters the required data for',
663:'scf lines 7 and 12, compare automatically computes scf lines 12, 13, 14, 15, 16, 17 and 18 and no',
664:'further manual calculations are required for the scf. after all costs have been entered into compare the scf is automatically',
665:'generated for signature and certification of the performance decision. public reimbursable cost estimates shall be calculated and manually entered based',
666:'on the required cost data for scf lines 1a, 2a, 3a, and 5a. compare then automatically computes scf lines 4a',
667:'and 6a. 2 streamlined competitions. agencies shall calculate and manually enter the required data for slcf lines 1, 2, 3,',
668:'7 and 12. compare then automatically computes slcf lines 4, 6, 8, 12, 13, 17 and 18 and no further',
669:'manual calculations are required for the slcf. after all costs have been entered into compare the slcf is automatically generated',
670:'for signature and certification of the performance decision. for public reimbursable cost estimates, agencies shall calculate and manually enter the',
671:'required cost data for slcf lines 1a, 2a, and 3a. compare then automatically calculates slcf lines 4a and 6a. 3.',
672:'competitions between private sector and public reimbursable sources. a public reimbursable source may only respond to a solicitation by submitting',
673:'a public reimbursable tender that is developed in accordance with attachment b. the public reimbursable tender includes a cost estimate',
674:'that shall be calculated in accordance with this attachment and entered on scf lines 1a6a. the co shall determine the',
675:'cost adjustments to be included on scf line 8 contract administration and scf line 12 federal income tax adjustment. the',
676:'co shall ensure no costs are entered on scf lines 9, 10, 11, and 14. 4. excluded costs. agency and',
677:'public reimbursable sources shall not include the following in cost estimates a retained rate of basic pay for civilian employees',
678:'5 c.f.r. part 536; b costs for conducting the streamlined or standard competitions; and c agency separation incentive programs such',
679:'as voluntary early retirement authority vera and voluntary separation incentive pay vsip, which are programs used to preclude involuntary civilian',
680:'separations resulting from reductions in force rif. 5. conversion differential. in a standard competition, an agency shall determine the conversion',
681:'differential, in accordance with paragraph d of this attachment. the conversion differential is added to a nonincumbent’s cost of performance',
682:'and is the lesser of 10 percent of the meo’s personnelrelated costs scf line 1 or $10 million over all',
683:'performance periods stated in the solicitation. see attachment b, conversion differential. agencies shall not calculate the conversion differential in a',
684:'cost estimate for a streamlined competition. [see omb memoranda m0811 february 20, 2008, number 3, and m0613 april 24, 2006',
685:'when applying this provision.] 6. performance periods. an agency or a public reimbursable source shall reflect the same performance periods',
686:'required by the solicitation on the scf. 7. rounding rule. an agency or a public reimbursable source shall round all',
687:'line entries on the scf/slcf to the nearest dollar. 8. phasein costs. an agency or public reimbursable source shall reflect',
688:'phasein costs that are associated with the specific phasein actions and are documented in the phasein plan. agency and public',
689:'reimbursable sources shall calculate the phasein costs associated with the change from the incumbent provider on scf lines 15 or',
690:'scf lines 1a5a, as appropriate. 9. inflation. omb issues a transmittal memorandum in the federal register to identify changes to',
691:'the federal pay raise assumptions and inflation factors based on the president’s annual budget. these annual pay raise assumptions and',
692:'inflation factors shall be used in an agency or a public reimbursable cost estimate for pay and nonpay categories of',
693:'cost as follows: a through the end of the last performance period for pay and nonpay categories of cost that',
694:'are not subject to an economic price adjustment, and b through the end of the first performance period for pay',
695:'and nonpay categories of cost that are subject to an economic price adjustment. compare automatically computes inflation on a daily',
696:'basis, which is calculated using 365.25 days per year to account for leap years. 10. standard cost factors. agencies and',
697:'public reimbursable sources shall use the standard a76 costing factors identified at figure c1. to calculate cost estimates. figure c1.',
698:'identifies the types of and sources for standard costing factors as well as specific costing factors in effect at the',
699:'time of publication of this circular. updates to these cost factors will be posted on the omb web site at',
700:'www.omb.gov. when a standard cost factor changes, the department of defense shall update the tables in compare and post the',
701:'table update on share a76! prior to posting a table update, the department of defense shall test the change to',
702:'the software, and review the change with omb. an agency shall not deviate from the cost factors required by this',
703:'attachment except as provided by paragraph 5.c. of this circular, in which case the agency shall notify the department of',
704:'defense of the change, fund any resulting modifications to compare to accommodate the agencyspecific cost factor, and maintain the currency',
705:'of the agencyspecific cost factor. when preparing cost estimates, agency and public reimbursable sources shall a use the standard cost',
706:'factors that are in effect as of the solicitation closing date; and b apply known, projected changes to these standard',
707:'cost factors, if the agency or public reimbursable source will incur these costs before the end of the first performance',
708:'period. if a standard cost factor changes before the performance decision date, the co shall ensure the agency and public',
709:'reimbursable cost estimates reflect the standard cost factors that are in effect on the performance decision date. 11. standard competition',
710:'form scf. agencies and public reimbursable sources shall use the scf at figure c2. for a standard competition. the ato,',
711:'public reimbursable source, co, and ssa shall sign the certification statements as reflected on the scf in figure c2. a.',
712:'agency cost estimate. based on the agency tender, the solicitation, and attachment b, the ato shall calculate and certify the',
713:'agency cost estimate on scf lines 16, and calculate scf lines 817. b. public reimbursable cost estimate. based on the',
714:'public reimbursable tender, the solicitation, and attachment b, a public reimbursable source shall calculate and certify the public reimbursable cost',
715:'estimate on scf lines 1a6a. c. negotiated acquisition. for a negotiated acquisition, the co shall determine, through price analysis and',
716:'cost realism as required by attachment b, if the agency cost estimate scf lines 16 and a public reimbursable cost',
717:'estimate scf 1a6a are calculated in accordance with this attachment. the ssa ensures the performance decision is based on evaluating',
718:'offers and tenders in accordance with attachment b, and certifies either a low cost performance decision as supported by scf',
719:'line 17 or an otherthanlowcost performance decision as supported by the source selection decision documentation. d. sealed bid acquisition. for',
720:'sealed bid and negotiated acquisitions, the co shall determine as required by attachment b if the costs entered on scf',
721:'lines 818 are accurate and calculated in accordance with this attachment. agencies and public reimbursable sources shall reflect cost estimates',
722:'using the scf in figure c2. 12. streamlined competition form slcf. when performing a streamlined competition, an agency shall calculate',
723:'and certify slcf lines 1, 2, 3, 4, 6, 7, 8, 12, 13, 17, and 18 in accordance with attachments',
724:'b and c. the cost estimate for a public reimbursable source shall be calculated and certified on slcf lines 1a,',
725:'2a, 3a, 4a, and 6a. agencies shall reflect cost estimates using the slcf in figure c3. the certification statements as',
726:'reflected on the slcf in figure c3, shall be signed by different individuals, as required by attachment b. [see omb',
727:'memorandum m0811 february 20, 2008, numbers 1 with attachment b, number 3 and 3, when applying this provision.] figure c1.',
728:'table of standard a76 costing factors title originating source factor1 casualty insurance cost factor omb transmittal memoranda 0.5% civilian position',
729:'full fringe benefit cost factor omb transmittal memoranda 36.25% contract administration cost factors and allowable grades omb circular a76 figure',
730:'c6. conversion differential omb circular a76 10% or $10 million cost of capital cost factors omb circular a94, discount rates',
731:'to be used in evaluating timedistributed costs and benefits appendix c depends upon capital asset insurance and health benefit cost',
732:'factor omb transmittal memoranda 7.0% federal insurance contribution act fica cost factor2 social security administration 7.65% federal wage system fws',
733:'pay schedules civilian personnel management service wage and salary division multiple wages foreign country operations & maintenance inflation cost factors',
734:'local determination depends upon location fuels inflation cost factors office of the under secretary of defense comptroller, national defense budget',
735:'estimates for the fyxx budget green book depends upon fiscal year fulltime, parttime & temporary annual productive hours for civilian',
736:'positions omb circular a76 1,776 hours general schedule gs pay schedules opm office of compensation administration multiple salaries intermittent annual',
737:'productive hours for civilian positions omb circular a76 2,007 hours labor inflation cost factors for civilian positions omb transmittal memoranda',
738:'depends upon fiscal year labor inflation cost factors for military/uniformed services positions omb transmittal memoranda dependent upon fiscal year medicare',
739:'benefit cost factor social security administration 1.45% military/uniformed services composite pay rates military departments: office of the under secretary of',
740:'defense comptroller fyxx department of defense reimbursable rates tab k all services pay depends upon uniformed service and fiscal year',
741:'miscellaneous fringe benefit cost factor omb transmittal memoranda 1.7% nonappropriated fund pay schedules civilian personnel management service wage and salary',
742:'division multiple wages old age and survivors death insurance maximum taxable earnings salary limit social security administration $87,000 old age',
743:'and survivors death insurance cost factor social security administration 6.2% operations & maintenance inflation cost factors office of management and',
744:'budget transmittal memoranda depends upon fiscal year overhead factor omb circular a76 12% personnel liability insurance cost factor omb transmittal',
745:'memoranda 0.7% other onetime conversion cost factor omb circular a76 1% severance pay onetime conversion cost factor omb circular a76',
746:'4% special class retirement cost factor law enforcement & fire protection pay 40.4% special class retirement cost factor air traffic',
747:'control omb transmittal memoranda 38.5% standard civilian retirement benefit cost factor omb transmittal memoranda 26.1% tax rates internal revenue service',
748:'statistics of income division statistics of income corporation sourcebook and north american industry classification system depends upon industry grouping in',
749:'source document useful life and disposal values omb transmittal memoranda depends upon the capital asset 1 the factors listed in',
750:'this column are factors in effect on february 2008. agencies should refer to the compare web site at www.comparea76.com for',
751:'the updated compare master tables and other updated information. 2 for social security i.e., old age and survivors death insurance',
752:'and medicare. category of cost nonpay pay pay nonpay nonpay pay pay pay nonpay nonpay not applicable pay not applicable',
753:'pay pay pay other uniformed services: dependent upon agency comptroller determination pay pay pay pay nonpay pay and nonpay pay',
754:'nonpay pay omb transmittal memoranda pay pay nonpay nonpay figure c2. standard competition form agency: agency component: competition title: competition',
755:'location: solicitation closing date: solicitation number: line line title 2nd performance period 3rd performance period 4th performance period total cost',
756:'of agency performance personnel costs $000 $000 $000 $000 2. material and supply costs $000 $000 $000 $000 3. other',
757:'specifically attributable costs $000 $000 $000 $000 4. overhead costs $000 $000 $000 $000 5. additional costs $000 $000 $000',
758:'$000 6. total cost of agency performance $000 $000 $000 $000 agency tender certification: i certify, to the best of',
759:'my knowledge, that this agency tender 1 meets the requirements of the solicitation; 2 reflects a most efficient organization meo',
760:'that is fully capable of performing the requirements of the solicitation; 3 includes an agency cost estimate that is accurate',
761:'and calculated in accordance with omb circular a76; and 4 has the approval of the agency, allowing for implementation of',
762:'the organizational structure, the personnel requirements, capital investments, and budgetary requirements. date: printed full name: title: phone : cost of',
763:'public reimbursable performance personnel costs $000 $000 $000 $000 2a. material and supply costs $000 $000 $000 $000 3a. other',
764:'specifically attributable costs $000 $000 $000 $000 4a. overhead costs $000 $000 $000 $000 5a. additional costs $000 $000 $000',
765:'$000 6a. total cost of public reimbursable performance $000 $000 $000 $000 public reimbursable tender certification: i certify, to the',
766:'best of my knowledge, that this public reimbursable tender 1 meets the requirements of the solicitation; 2 reflects an organization',
767:'that is fully capable of performing the requirements of the solicitation; 3 includes a cost estimate that is accurate and',
768:'calculated in accordance with omb circular a76; and 4 has the approval of my agency, allowing for implementation of the',
769:'organizational structure, the personnel requirements, capital investments, and budgetary requirements. date: printed full name: title: phone : adjusted cost of',
770:'private sector or public reimbursable performance private sector price or public reimbursable cost estimate $000 $000 $000 $000 8. contract',
771:'administration costs $000 $000 $000 $000 9. additional costs $000 $000 $000 $000 10. onetime conversion costs $000 $000 $000',
772:'$000 11. gain from disposal or transfer of assets $000 $000 $000 $000 12. federal income tax adjustment $000 $000',
773:'$000 $000 13. total adjusted cost of private sector or public reimbursable performance $000 $000 $000 $000 decision calculations conversion',
774:'differential 15. adjusted total cost of agency performance 16. adjusted total cost of private sector or public reimbursable performance 17.',
775:'cost difference enter: line 16 – line 15 18. lowcost provider □ private sector provider □ public reimbursable provider performance',
776:'decision date: printed full name: title: phone : negotiated acquisition date: printed full name: title: phone : source selection authority’s',
777:'certification: date: printed full name: title: phone : for an otherthanlowcost performance decision: i certify that the performance decision on',
778:'this scf is 1 is based on evaluating offers and tenders in accordance with attachment b to omb circular a76,',
779:'and 2 an otherthanlowcost performance decision is supported by my source selection decision document as summarized below. date: narrative of',
780:'tradeoffs performed: date: rationale for an otherthanlowcost provider: date: printed full name: title: phone : competition number: 1st performance period',
781:'phasein period 1. $000 $000 $000 $000 $000 $000 agency tender official’s signature: agency component: 1a. $000 $000 $000 $000',
782:'$000 $000 official’s signature: agency component: 7. $000 $000 $000 $000 $000 $000 $000 14. $000 $000 $000 $000 □',
783:'agency provider sealed bid acquisition contracting officer’s certification: i certify that, to the best of my knowledge 1 the agency',
784:'tender meets the requirements of the solicitation; 2 the private sector offer meets the requirements of the solicitation, the offeror',
785:'is responsible, and the contract price is reasonable [include only if a contract price is entered on line 7], or',
786:'the public reimbursable tender meets the requirements of the solicitation [include only if a public reimbursable cost estimate is entered',
787:'on both scf line 6a and 7]; and 3 the costs on scf lines 818 are accurate and calculated in',
788:'accordance with omb circular a76, and 4 the performance decision is a lowcost decision supported by scf line 17. contracting',
789:'officer’s signature: agency component: contracting officer’s certification: i certify that price analysis and cost realism as defined in far part',
790:'2 was performed on all offers and tenders; and that, to the best of my knowledge 1 the agency tender',
791:'meets the requirements of the solicitation; 2 the agency cost estimate reflected on scf lines 16 is accurate and calculated',
792:'in accordance with omb circular a76; 3 the private sector offer meets the requirements of the solicitation, the offeror is',
793:'responsible, and the contract price is reasonable [include only when a contract prices is entered on line 7] and/or the',
794:'public reimbursable tender meets the requirements of the solicitation and the cost estimate reflected on scf lines 1a6a is accurate',
795:'and calculated in accordance with omb circular a76 [include only when a public reimbursable cost estimate is entered on scf',
796:'line 6a]; and 4 the costs on scf lines 818 are accurate and calculated in accordance with omb circular a76.',
797:'contracting officer’s signature: agency component: for a lowcost performance decision: i certify that the performance decision on scf line 18',
798:'is 1 based on evaluating offers and tenders in accordance with attachment b to omb circular a76, and 2 a',
799:'lowcost performance decision supported by scf line 17. source selection authority’s signature: agency component: summary of source selection decision document::',
800:'source selection authority’s signature: agency component: figure c3. streamlined competition form agency: agency component: competition title: competition location: solicitation closing',
801:'date if applicable solicitation number if applicable: line line title if applicable 2nd performance period 3rd performance period 4th performance',
802:'period total estimated cost of agency performance personnel costs $000 $000 $000 $000 2. material and supply costs $000 $000',
803:'$000 $000 3. other specifically attributable costs $000 $000 $000 $000 4. overhead costs $000 $000 $000 $000 6. total',
804:'cost of agency performance $000 $000 $000 $000 agency tender certification: i certify, to the best of my knowledge, that',
805:'this agency cost estimate on slcf lines 1, 2, 3, 4, and 6 is 1 based on the scope and',
806:'requirements of the activity being competed, and 2 is calculated in accordance with omb circular a76. date: printed full name:',
807:'title: phone : estimated cost of public reimbursable performance personnel costs $000 $000 $000 $000 2a. material and supply costs',
808:'$000 $000 $000 $000 3a. other specifically attributable costs $000 $000 $000 $000 4a. overhead costs $000 $000 $000 $000',
809:'6a. total cost of public reimbursable performance $000 $000 $000 $000 public reimbursable tender certification: i certify, to the best',
810:'of my knowledge, that the cost estimate on slcf line 7 is based on 1 calculating slcf lines 1a, 2a,',
811:'3a, 4a, and 6a in accordance with omb circular a76; and 2 the scope and requirements of the activity being',
812:'competed. date: printed full name: title: phone : estimated cost of private sector or public reimbursable performance private sector price',
813:'or public reimbursable cost estimate $000 $000 $000 $000 certification of estimated cost of private sector performance: i certify, to',
814:'the best of my knowledge, that the cost estimate on slcf line 7 is based on 1 documented market research',
815:'or soliciting cost proposals in accordance with the far [or a public reimbursable source estimate as reflected on slcf line',
816:'6a]; and 2 the scope and requirements of the activity being competed. date: printed full name: title: phone : adjusted',
817:'cost of private sector or public reimbursable performance contract administration costs $000 $000 $000 $000 12. federal income tax adjustment',
818:'$000 $000 $000 $000 13. total adjusted cost of private sector or public reimbursable performance $000 $000 $000 $000 decision',
819:'calculations cost difference enter: line 13 – line 6 18. low –cost provider □ private sector provider □ public reimbursable',
820:'provider performance decision date: printed full name: title: phone : competition number: 1st performance period phasein period 1. $000 $000',
821:'$000 $000 $000 agency official’s signature: agency component: 1a. $000 $000 $000 $000 $000 agency official’s signature: agency component: 7.',
822:'$000 agency official’s signature: agency component: 8. $000 $000 $000 17. $000 □ agency provider certification of adjusted costs: i',
823:'certify that to the best of my knowledge, the costs on slcf lines 8, 12, 13, and 17 are accurate',
824:'and calculated in accordance with omb circular a76; and that the performance decision reflected on slcf line 18 is cost',
825:'effective. agency official’s signature: agency component: b. cost of agency performance scf/slcf lines 16. cost of public reimbursable performance scf/slcf',
826:'lines 1a6a. 1. scope. unless otherwise provided, agency cost estimates and public reimbursable cost estimates shall be calculated in accordance',
827:'with paragraph b of this attachment. 2. personnel costs scf/slcf line 1/1a. personnel costs for an agency cost estimate shall',
828:'be entered on scf line 1 for a standard competition or slcf line 1 for a streamlined competition. personnel costs',
829:'in a public reimbursable cost estimate shall be entered on scf line 1a for a standard competition or slcf line',
830:'1a for a streamlined competition. agency and public reimbursable sources shall include sufficient written documentation of all personnel costs included',
831:'in cost estimates for the co to conduct price analysis and cost realism as required by attachment b. personnel costs',
832:'for agency and public reimbursable cost estimates shall be calculated as provided below. agencies shall determine and manually input the',
833:'cost data for this scf/slcf line into compare. compare automatically computes line 1 and line 1a totals based upon user',
834:'inputs. a. labor costs. agency and public reimbursable sources shall calculate all labor costs to reflect the staffing e.g., meo',
835:'necessary to meet the solicitation requirements and include these costs in cost estimates. these labor costs include, but are not',
836:'limited to, direct labor; labor for supervision and management related support to the tender e.g., meo such as labor for',
837:'quality control, labor for meo administration and inspection based on the meo letter of obligation, labor for contract administration and',
838:'surveillance for meo subcontract, and indirect labor. an agency shall determine direct labor costs based on the government personnel costs',
839:'for labor that will be dedicated to the meo. to calculate direct labor, an agency shall identify the specific meo',
840:'staffing, wage/grade classifications, salaries, wages and other entitlements such as fringe benefits, overseas allowances, uniform allowances and overtime and other',
841:'local personnel costs expended to perform the meo. direct labor includes resources dedicated to performing the requirements of the solicitation',
842:'and labor for supervision and management related support to the tender e.g., meo such as labor for quality control. b.',
843:'prorated labor. agency and public reimbursable sources shall prorate the cost of government personnel who will not be 100 percent',
844:'dedicated to the organization in the tender e.g., meo based on the amount of dedicated time the agency expects these',
845:'civilian positions to provide to the organization e.g., meo. for example, if a gs13 position spends 20 percent of their',
846:'time performing management oversight of an activity being competed, the prorated cost is entered on scf line 1 as 0.20',
847:'fte in the grade of gs13, step 5. agencies and public reimbursable sources shall calculate prorated labor in cost estimates',
848:'and enter these costs on scf line 1 or line 1a, as appropriate. c. administration and inspection costs for an',
849:'meo letter of obligation. the agency cost estimate shall include labor costs for meo administration and inspection. these costs include,',
850:'but are not limited to, monitoring performance and compliance with the meo letter of obligation for all performance periods. a',
851:'public reimbursable cost estimate shall not include these administration costs since they are accounted for on scf/slcf line 8. d.',
852:'fulltime equivalents fte. based on workload requirements, agency and public reimbursable sources shall determine the productive work hours for the',
853:'organization in the tender e.g., meo and then convert these productive hours into fte positions. after the fte determination, an',
854:'agency shall establish the staffing for the organization in the tender e.g., meo, which includes the number of positions and',
855:'grades necessary to meet the fte requirements. for example, if an agency determines that 35.789 ftes of direct labor will',
856:'be necessary to meet the workload requirements, the agency will then convert the 35.789 fte requirement into the number of',
857:'positions and corresponding grades necessary to fill these requirements, resulting in a staffing level of 36 positions for the organization',
858:'in the agency tender. the agency then calculates the cost of the 36 positions and enters the cost on line',
859:'1 or line la, as appropriate. in this example, the work associated with the 0.789 ftes was converted into a',
860:'whole position based on a specific staffing approach; however, another agency might elect to use intermittent or parttime positions to',
861:'accomplish the 0.789 fte requirement. after these fte calculations and staffing determinations, agency and public reimbursable sources shall determine and',
862:'add the staffing for indirect labor to the organization in the tender to support the direct labor manyear requirements. 1',
863:'fte rounding. an agency shall round fte calculations to three decimal places for example: 0.000 ftes. 2 fulltime, parttime, temporary,',
864:'and seasonal ftes. an agency shall determine the required number of ftes by identifying the total hours required, by skill',
865:'and grade, and then divide by 1,776 annual productive hours. the productive hours shall exclude annual leave, sick leave, administrative',
866:'leave, training, and other nonproductive hours. 3 intermittent ftes. an agency shall determine the required number of ftes by identifying',
867:'the total hours required, by skill and grade, and then divide by 2,007 annual productive hours. e. civilian position pay',
868:'and wages. 1 calculation. agency and public reimbursable sources shall calculate civilian pay and wages for cost estimates using a',
869:'local pay salaries and wages at a rate of step 5 for gs, and step 4 for fws, positions; b',
870:'the midgrade, or midband and midstep level for pay banded or demonstration project positions; c the locality pay for the',
871:'location, or each location in a multilocation competition; and d the length of time in grade for each grade in',
872:'a developmental series, as determined by the hra. 2 pay rate changes. agency and public reimbursable sources shall implement pay',
873:'rate changes in cost estimates when the pay rate changes become “known.” the specific point at which these pay rate',
874:'changes become “known” is after the president signs the executive order approving the pay rate changes and the executive order',
875:'is made available to the public. the cost of a pay rate change is incurred by the government based upon',
876:'the effective date of the pay tables, regardless of whether the president signs the treasury/postal authorization bill for a given',
877:'fiscal year. therefore, agency and public reimbursable sources shall incorporate pay rate changes in cost estimates if a the effective',
878:'date of the new pay table is prior to or the same day as the first day of the phase',
879:'in period; and b the signed presidential executive order approving the pay rate changes is available to the public. if',
880:'an agency or public reimbursable source has prepared a cost estimate but a performance decision is pending, the agency or',
881:'public reimbursable source shall update the cost estimate to reflect these “known” pay rate changes prior to the performance decision',
882:'being made. f. civilian position fringe benefits and federal insurance contribution act fica. agency and public reimbursable sources shall calculate',
883:'civilian fringe benefits and fica based upon the basic pay for each position in the cost estimate. basic pay for',
884:'gs positions is the position’s annual salary plus any applicable “other civilian position pay entitlements” see “other civilian pay entitlements”',
885:'paragraph below. basic pay for fws positions is the position’s annual wages including shift differential pay and environmental pay plus',
886:'any applicable “other civilian pay entitlements” see “other civilian pay entitlements” paragraph below. agency and public reimbursable sources shall multiply',
887:'basic pay by the following governmentwide standard factors. compare automatically computes the costs for these entries. 1 fulltime and parttime',
888:'permanent civilian positions. fulltime and parttime permanent civilian positions receive the civilian position full fringe benefit cost factor of 36.25',
889:'percent of the position’s basic pay. the 36.25 percent civilian position full fringe benefit cost factor is the sum of',
890:'the standard civilian position retirement benefit cost factor 26.1 percent, insurance and health benefit cost factor 7.0 percent, medicare benefit',
891:'cost factor 1.45 percent, and miscellaneous fringe benefit cost factor 1.7 percent. a retirement benefit cost factors. the standard civilian',
892:'retirement benefit cost factor represents the cost of the weighted civil service retirement system/federal employees retirement system to the government,',
893:'based upon the full dynamic normal cost of the retirement systems, the normal cost of accruing retiree health benefits based',
894:'on average participation rates, social security, and thrift savings plan contributions. the standard civilian retirement benefit cost factor for civilian',
895:'positions is 26.1 percent of the position’s basic pay 21.0 percent retirement pension plus 5.1 percent for retiree health. the',
896:'retirement cost factors for special class civilian positions are: 38.5 percent of basic pay for air traffic controllers 33.4 percent',
897:'retirement pension plus 5.1 percent for retiree health and 40.4 percent of basic pay for law enforcement and fire protection',
898:'35.3 percent retirement pension plus 5.1 percent for retiree health. b insurance and health benefit cost factor. the insurance and',
899:'health benefit cost factor for civilian positions, based on actual cost, is 7.0 percent of the position’s basic pay 0.2',
900:'percent for life insurance benefits and 6.8 percent for health benefits. c medicare benefit cost factor. on the publication date',
901:'of this circular, the medicare benefit cost factor is 1.45 percent of the civilian position’s basic pay. d miscellaneous fringe',
902:'benefit cost factor. as of the publication date of this circular, the miscellaneous fringe benefits cost factor for civilian positions',
903:'workmens compensation, bonuses, awards, and unemployment programs is 1.7 percent of the position’s basic pay. based on the opm civilian',
904:'award policy, there are two general categories for civilian awards. category one is for special acts e.g., cash awards, bonuses',
905:'that are over and above a civilian employee’s expected annual performance, and category two is for awards that are based',
906:'on a civilian employee’s annual performance rating e.g., cash awards, bonuses, quality step increases. category one civilian awards are not',
907:'included in the 1.7 percent miscellaneous fringe benefit factor these costs are entered under “other civilian pay”. category two civilian',
908:'awards are included in the 1.7 percent miscellaneous fringe benefit factor. 2 temporary and intermittent civilian positions. the full benefit',
909:'factor is not applied to temporary and intermittent civilian positions. agencies and public reimbursable sources shall apply the fica cost',
910:'factor to civilian positions not covered by civil servant retirement system or federal employee retirement system typically intermittent and temporary',
911:'civilian positions. on the publication date of this circular, the fica cost factor is 7.65 percent of salaries or wages',
912:'subject to federal income tax. the fica cost factor equates to 6.2 percent for old age and survivors death insurance',
913:'benefits and 1.45 percent for medicare benefits. there is an annual maximum earnings limitation of $87,000 for the old age',
914:'and survivors death insurance benefit portion of the fica tax. 3 seasonal civilian positions. seasonal civilian positions are employed on',
915:'a recurring basis for less than 12 months each year. agencies and public reimbursable sources shall calculate the cost of',
916:'a seasonal position based on 1,776 annual productive hours, and determine the number of seasonal civilian positions as a seasonal',
917:'fulltime or seasonal parttime position based on the number of annual hours the civilians will be scheduled to work. agencies',
918:'and public reimbursable sources shall then calculate permanent seasonal civilian positions using the civilian position full fringe benefit cost factor,',
919:'and temporary seasonal civilian positions using the fica cost factor. g. other civilian pay. agency and public reimbursable sources shall',
920:'calculate other civilian pay for each position in the cost estimate, when applicable. other civilian pay includes pay that is',
921:'subject only to fica taxes. examples of this type of pay include, but are not limited to, premium pay, night',
922:'differential pay for gs positions, overtime pay, holiday pay, category one civilian awards, civilian bonuses, and uniform allowances. h. other',
923:'civilian pay entitlements. agency and public reimbursable sources shall calculate other civilian pay entitlements for each civilian position in the',
924:'cost estimate, when applicable. agency and public reimbursable sources shall identify these entitlements and use current cost factors for each',
925:'entitlement identified in cost estimates. in a standard competition, the hra shall identify these entitlements and obtain the current cost',
926:'factors for each entitlement identified in the agency cost estimate. examples of these entitlements include, but are not limited to,',
927:'night differential pay for fws positions, environmental differential pay and premium pay for civilian fire fighters and law enforcement officers.',
928:'agencies shall determine and manually input the cost data for this cost entry into compare. i. nonforeign area civilian employee',
929:'costofliving allowance. agency and public reimbursable sources shall calculate costofliving allowances for each position in the cost estimate, when applicable.',
930:'a costofliving allowance is applied to any civilian employee position that will physically perform work in the following locations: alaska,',
931:'hawaii, guam, puerto rico, the united states virgin islands, and the commonwealth of the northern mariana islands. agencies shall determine',
932:'and manually input the cost data for this cost entry into compare. j. administration and surveillance for meo subcontracts. if',
933:'a mix of government positions and subcontracts is included in a tender, agency and public reimbursable sources shall calculate the',
934:'cost of labor for the administration and surveillance of these subcontracts and enter the cost on line 1 or 1a,',
935:'as appropriate. an agency shall enter the actual costs of meo subcontracts and feeforservice agreements, as well as the cost',
936:'of government furnished material, equipment, facilities, and services for these subcontracts, on line 3 or line 3a, as appropriate. a',
937:'public reimbursable source shall enter the actual costs of subcontracts and feeforservice agreements, as well as the cost of public',
938:'reimbursable furnished material, equipment, facilities, and services for these subcontracts, on line 3a. agencies shall determine and manually input the',
939:'cost data for this cost entry into compare. k. labor escalation. inflation for wages and salaries of civilian positions and',
940:'private sector service positions often referred to as “labor escalation” is included in private sector cost proposals, agency cost estimates,',
941:'and public reimbursable cost estimates based on the solicitation requirements for economic price adjustment for labor inflation. an economic price',
942:'adjustment for services and construction labor is determined by the service contract act sca, the davisbacon act and far part',
943:'22. to calculate inflation for civilian positions in cost estimates, agency and public reimbursable sources shall comply with the following',
944:'guidance, which is consistent with the requirements in far part 22 for submission of private sector offers. compare automatically computes',
945:'the applicable inflation costs based on the user input selections in accordance with the following: 1 if a solicitation does',
946:'not include either far clause 52.22243 or 52.22244, an agency shall apply inflation to all civilian positions for all performance',
947:'periods through the end of the last performance period stated in the solicitation. 2 if a solicitation does include either',
948:'far clause 52.22243 or 52.22244, agency and public reimbursable sources shall inflate labor costs in cost estimates as follows: a',
949:'for civilian positions that are subject to an economic price adjustment i.e., the position description states the position is nonexempt',
950:'under the fair labor standards act, inflation is applied only through the end of the first period of full performance;',
951:'or b for civilian positions that are not subject to an economic price adjustment i.e., the position description states the',
952:'position is exempt under the fair labor standards act inflation is applied for all performance periods through the end of',
953:'the last performance period stated in the solicitation. 3 sca and the davisbacon act do not apply to civilian positions;',
954:'however, the fair labor standards act can be applied to civilian positions consistent with sca since both the fair labor',
955:'standards act and sca use the same definitions for employees that perform services. on the basis of these common definitions,',
956:'and since the private sector uses the sca and the davisbacon act as prescribed in far part 22 to determine',
957:'which private sector positions are subject to an economic price adjustment, agencies and public reimbursable sources shall use the fair',
958:'labor standards act to determine which civilian positions are subject to an economic price adjustment in cost estimates. the determination',
959:'of whether a civilian position is exempt or nonexempt under the fair labor standards act is required by opm when',
960:'civilian position descriptions are classified. therefore, when an official civilian position description is classified as exempt under the fair labor',
961:'standards act, the civilian position is not subject to an economic price adjustment and labor costs are inflated for all',
962:'performance periods through the end of the last performance period stated in the solicitation. when a position description is classified',
963:'as nonexempt under the fair labor standards act, the civilian position is subject to an economic price adjustment but only',
964:'if the solicitation includes far clause 52.22243 or far 52.22244; in that case, labor costs for non exempt positions are',
965:'inflated through the end of the first period of full performance. l. labor inflation cost factors. as provided in paragraph',
966:'a of this attachment, an annual omb transmittal memorandum identifies the federal pay raise assumptions and inflation cost factors i.e.,',
967:'pay increases expressed in percentages for civilian positions. this transmittal memorandum provides an update to the pay inflation cost factors',
968:'used to estimate projected civilian pay costs and to specify the year in which these labor inflation cost factors become',
969:'effective. agency and public reimbursable sources shall apply the labor inflation cost factors specified in the annual omb transmittal memorandum',
970:'on the day immediately following the end of the effective period of the gs or fws pay schedules used in',
971:'the agency cost estimate. 1 general schedule gs. since gs pay schedules are effective on the first day of the',
972:'first full pay period beginning on or after january 1 of each year, agency and public reimbursable sources shall apply',
973:'the labor inflation cost factors in january of each year following the end of the effective period for the pay',
974:'schedule used in cost estimates for gs positions. for example, if the gs pay schedule in use is effective on',
975:'january 12, 2003, the 2004 pay inflation factor is applied on january 12, 2004. the labor inflation cost factor for',
976:'each year provided in the transmittal memorandum is applied on january 12 of each subsequent year of performance included in',
977:'the cost estimate as required by the performance periods stated in the solicitation. 2 federal wage system fws. fws pay',
978:'schedules are effective for a 12month period, and differ from gs pay schedules in that effective dates for fws pay',
979:'schedules a occur during any month of the year and b vary by location. for fws positions, agency and public',
980:'reimbursable sources shall apply the labor inflation cost factors at the end of the effective period of the fws pay',
981:'schedule used in the cost estimates. agency and public reimbursable sources shall apply fws labor inflation cost factors to fws',
982:'pay as follows: a january to september effective dates. for fws pay schedules with effective dates from january 1 through',
983:'september 30, agency and public reimbursable sources shall use the labor inflation cost factor that corresponds to the year of',
984:'the end date of the effective period for the fws pay schedule. for example, if an fws pay schedule is',
985:'effective from april 20, 2003 to april 19, 2004, the 2004 labor inflation cost factor is used on april 20,',
986:'2004. on april 20 of each subsequent year, the labor inflation cost factor that corresponds to each subsequent year is',
987:'used. b october to december effective dates. for fws pay schedules with effective dates from october 1 through december 31,',
988:'agency and public reimbursable sources shall use the labor inflation cost factor that corresponds to the year following the end',
989:'date of the effective period for the fws pay schedule. for example, if an fws pay schedule is effective from',
990:'october 20, 2003 to october 19, 2004, the 2005 labor inflation cost factor is used on october 20, 2004. on',
991:'october 20 of each subsequent year, the labor inflation cost factor that corresponds to each subsequent year is used. m.',
992:'uniformed services labor. agency and public reimbursable sources may include uniformed services labor in tenders, only under the following conditions:',
993:'a uniformed services positions in the tender e.g., meo shall not exceed the number of pre competition uniformed services positions',
994:'performing the activity and b civilian employee positions shall not be converted to uniformed services positions. if uniformed services labor',
995:'is used in a tender, the agency or public reimbursable source shall develop productive hours for the uniformed services positions',
996:'that include annual leave, sick leave, administrative leave, training, and other nonproductive hours. agency and public reimbursable sources shall calculate',
997:'the cost of uniformed services positions using the military/uniformed services composite pay rate, apply the labor inflation cost factor, and',
998:'enter this cost data for line 1 or line 1a calculations, as appropriate. compare automatically computes the line 1 or',
999:'line 1a entry based on the user inputs. 3. material and supply costs scf/slcf line 2/2a. material and supply costs',
1000:'in an agency cost estimate shall be entered on scf line 2 for a standard competition or slcf line 2',
1001:'for a streamlined competition. material and supply costs in a public reimbursable cost estimate shall be entered on scf line',
1002:'2a for a standard competition or slcf line 2a for a streamlined competition. agency and public reimbursable sources shall include',
1003:'sufficient written documentation of all material and supply costs included in cost estimates for the co to conduct price analysis',
1004:'and cost realism as required by attachment b. agencies and public reimbursable cost estimates shall calculate material and supply costs',
1005:'as follows. agencies shall determine and manually input the cost data for this scf/slcf line into compare. a. general. material',
1006:'and supply costs are incurred in each performance period for goods such as raw materials, parts, subassemblies, components, fuel, and',
1007:'office supplies. agency and public reimbursable sources shall adjust historical or engineering estimates of material and supply use, and cost',
1008:'data, to reflect the solicitation requirements in cost estimates. an agency shall calculate material and supply costs and include these',
1009:'costs in the agency cost estimate only if the materials and supplies are required for the agency tender but are',
1010:'not provided to all prospective providers as gfp in the solicitation. the co includes instructions for material and supply costs',
1011:'in the solicitation far 51.101. agency and public reimbursable sources shall comply with the solicitation instructions for calculating the cost',
1012:'of materials and supplies in cost estimates and enter the costs on line 2 or 2a, as appropriate. for material',
1013:'and supplies not provided as gfp but needed to meet the requirements of the solicitation, a public reimbursable source shall',
1014:'calculate the cost of materials and supplies in accordance with this paragraph, reflect these costs in the cost estimate, and',
1015:'enter the costs on line 2a. b. cost ceiling. if the solicitation includes a material and supply cost ceiling, agency',
1016:'and public reimbursable sources shall include this ceiling cost in cost estimates and enter the cost on line 2 or',
1017:'line 2a, as appropriate. if a solicitation does not include a material and supply cost ceiling, agency and public reimbursable',
1018:'sources shall calculate the full cost of materials and supplies, including inflation if required, and enter these costs on line',
1019:'2 or 2a, as appropriate. c. material related costs. agency and public reimbursable sources shall list required material by the',
1020:'quantity needed, unit price, inflation for outyears, and enter the total cost in cost estimates on line 2 or line',
1021:'2a, as appropriate. material costs include, but are not limited to, material, transport, handling, availability, delay costs, and established allowances',
1022:'for normal scrap, spoilage, overruns and defective work. agency and public reimbursable sources may make a single entry for miscellaneous',
1023:'items such as office supplies in cost estimates. d. inflation. agency and public reimbursable sources shall calculate an estimate for',
1024:'material and supply costs in cost estimates for all performance periods, including adjustments for non pay inflation identified in the',
1025:'annual update of nonpay inflation factors issued by an omb transmittal memorandum. agency and public reimbursable sources shall calculate unit',
1026:'prices to the end of the first period of full performance and inflate and/or prorate the cost of materials and',
1027:'supplies in the cost estimate in accordance with instructions in the solicitation. agency and public reimbursable sources shall review section',
1028:'b supplies or services and prices and any special clauses in section h special contract requirements of the solicitation to',
1029:'determine if an economic price adjustment applies to materials and supplies. if materials and supplies listed in section b are',
1030:'subject to an economic price adjustment, agency and public reimbursable sources shall inflate these costs through the end of the',
1031:'first period of full performance in cost estimates. if materials and supplies listed in section b are not subject to',
1032:'an economic price adjustment, agency and public reimbursable sources shall inflate these costs by applying the applicable inflation factors if',
1033:'any for all performance periods through the end of the last performance period stated in the solicitation. if fuel costs',
1034:'are entered on line 2 or line 2a, the fuels nonpay inflation cost factor shall be used to apply inflation',
1035:'to the fuel costs. 4. other specifically attributable costs scf/slcf line 3/3a. other specifically attributable costs in an agency cost',
1036:'estimate shall be entered on scf line 3 for a standard competition or slcf line 3 for a streamlined competition.',
1037:'other specifically attributable costs in a public reimbursable cost estimate shall be entered on scf line 3a for a standard',
1038:'competition or slcf line 3a for a streamlined competition. agency and public reimbursable sources shall include sufficient written documentation for',
1039:'all other specifically attributable costs included in cost estimates for the co to conduct price analysis and cost realism as',
1040:'required by attachment b. agencies and public reimbursable cost estimates shall calculate other specifically attributable costs as follows: a. depreciation.',
1041:'agency and public reimbursable sources shall use the useful life and disposal value table to calculate residual value, and the',
1042:'federal accounting standards for property, plant and equipment both documents are posted on the omb website to establish depreciation schedules,',
1043:'rates of depreciation, and other related guidance. if a capital asset is 1 fully depreciated; 2 used in the tender;',
1044:'and 3 not provided to all prospective providers as gfp in the solicitation, agency and public reimbursable sources shall extend',
1045:'the life of the capital asset for all performance periods through the end of the last performance period stated in',
1046:'the solicitation or until replacement. agency and public reimbursable sources shall calculate the depreciation using the extended life and original',
1047:'acquisition cost. if a capital asset involves a capital improvement, agency and public reimbursable sources shall calculate the cost of',
1048:'the capital improvement as a separate asset in cost estimates and enter this cost on line 3 or 3a, as',
1049:'appropriate. the cost of capital improvements shall be entered as a separate asset entry because capital improvement costs are depreciated',
1050:'from the date of the capital improvement, not from the original acquisition date. the total depreciable acquisition cost is the',
1051:'sum of the capital asset’s acquisition, transportation, and installation costs minus the capital asset’s residual value. compare automatically computes the',
1052:'costs required for this entry based upon the cost data entered for this line. 1 minor items. minor items are',
1053:'individual assets costing less than $25,000. agency and public reimbursable sources shall not depreciate minor items in cost estimates. 2',
1054:'capital assets. capital assets are major items costing $25,000 or more. an agency shall depreciate capital assets not provided to',
1055:'all prospective providers as gfp in the solicitation and enter the depreciation cost on line 3 or 3a, as appropriate.',
1056:'if a capital asset is a to be jointly used in the agency tender e.g., meo and another agency activity',
1057:'that is not included in the streamlined or standard competition, and b not provided to all prospective providers as gfp',
1058:'in the solicitation, an agency shall prorate the cost of this joint usage of the capital asset on line 3.',
1059:'for capital assets not provided as gfp but needed to meet the requirements of the solicitation, a public reimbursable source',
1060:'shall calculate depreciation costs for major items in the cost estimate and enter the cost on line 3a beginning with',
1061:'the first performance period the major item is required and all subsequent performance periods stated in the solicitation. compare automatically',
1062:'computes the costs required for this entry based upon the cost data entered for this line. 3 calculation method. agency',
1063:'and public reimbursable sources shall calculate depreciation using straight line accounting methods and enter this depreciation on line 3 or',
1064:'line 3a, as appropriate, as annual depreciation for each performance period stated in the solicitation. if a major item was',
1065:'acquired through transfer, seizure or forfeiture, an industry specific standard or engineering appraisal may be used to establish the market',
1066:'or acquisition value of the asset. compare automatically computes the costs required for this entry based upon the cost data',
1067:'entered for this line. b. facilities. if facilities are not provided to all prospective providers as gfp in the solicitation,',
1068:'an agency shall use the useful life expectancies listed by type of facility in figure c4. to estimate the cost',
1069:'of facilities in the agency cost estimate and enter this cost on line 3 or 3a, as appropriate. if the',
1070:'useful life has been exceeded, an agency shall use an engineering projection of anticipated remaining useful life. an agency shall',
1071:'prorate these costs in the agency cost estimate by a unit of measure that varies directly with consumption e.g., floor',
1072:'space, type of facility, number of telephones. an agency shall base estimates of expenses to be incurred for the first',
1073:'period of full performance on recent experience, appropriately adjusted for anticipated requirements. an agency shall use engineering estimates when historical',
1074:'data is not available. if an asset such as a facility has a capital improvement such as renovation, an agency',
1075:'shall calculate the cost of the capital improvement renovation costs as a separate asset in the agency cost estimate. the',
1076:'cost of capital improvements is calculated as a separate asset because the capital improvement costs renovation costs are depreciated from',
1077:'the date of the capital improvement renovation not the original acquisition or construction date. an agency shall include costs for',
1078:'facilities and equipment used in the agency tender, but not provided to all prospective providers as gfp in the solicitation,',
1079:'on line 3. for facilities not provided as gfp but needed to meet the requirements of the solicitation, a public',
1080:'reimbursable source shall calculate facilities costs in accordance with this paragraph, reflect these costs in the cost estimate, and enter',
1081:'the costs on line 3a. compare automatically computes the costs required for this entry based upon the cost data entered',
1082:'for this line. table of facility useful life expectancies facility category useful life permanent 75 years semipermanent 50 years temporary',
1083:'25 years figure c4. c. cost of capital. an agency shall only calculate the cost of capital for capital assets',
1084:'included in the agency cost estimate if the item is 1 not provided to all prospective providers as gfp in',
1085:'the solicitation, and 2 scheduled for purchase within any of the performance periods stated in the solicitation. an agency shall',
1086:'enter the appropriate cost of capital costs on line 3. to estimate the annual cost of capital, an agency shall',
1087:'first identify the total depreciable acquisition cost of new purchased capital assets or the market value of capital assets acquired',
1088:'by transfer, forfeiture or seizure. an agency shall base the total depreciable acquisition cost on the value of the capital',
1089:'asset, plus transportation costs if not already included in the purchase price and installation costs to place the capital asset',
1090:'in operation minus any applicable residual value. an agency shall compute the cost of capital by applying the applicable nominal',
1091:'rate cost of capital factors provided by omb circular a94, guidelines for discount rates for benefitcost analysis of federal programs,',
1092:'to the determined total depreciable acquisition cost of the purchased capital assets or to the market value of capital assets',
1093:'acquired by transfer, forfeiture or seizure. if a major item is to be jointly used between the tender e.g., meo',
1094:'and another agency activity that is not included in the streamlined or standard competition, an agency shall prorate the capital',
1095:'asset’s cost of capital on line 3 based on the percentage used by the agency. for capital assets not provided',
1096:'to all prospective providers as gfp in the solicitation, but needed to meet the requirements of the solicitation, a public',
1097:'reimbursable source shall calculate the cost of capital in accordance with this paragraph, reflect this cost in the cost estimate,',
1098:'and enter the costs on line 3a. compare automatically computes the costs required for this entry based upon the cost',
1099:'data entered for this line. d. rent. if rented or leased assets are used in the agency tender but are',
1100:'not provided to all prospective providers as gfp in the solicitation, an agency shall calculate rental and lease costs in',
1101:'the agency cost estimate and enter the cost on line 3. rent is incurred for, but not limited to, the',
1102:'use, operation and maintenance of land, building space, plant and machinery. an agency shall calculate rental or lease costs that',
1103:'are associated with the agency tender on an allocated basis for all performance periods for which the costs will be',
1104:'incurred. for rent not provided as gfp but needed to meet the requirements of the solicitation, a public reimbursable source',
1105:'shall calculate rental and/or lease costs in accordance with this paragraph, reflect these costs in the cost estimate, and enter',
1106:'the costs on line 3a. agencies shall determine and manually input the cost data for this cost entry into compare.',
1107:'e. utilities. if utilities are provided for the agency tender but are not provided for all prospective providers as gfp',
1108:'in the solicitation, an agency shall calculate and enter the cost of utilities on line 3. utility costs include, but',
1109:'are not limited to, electricity, telephone, water, and sewage services. an agency shall calculate the amount of these utility costs',
1110:'on an allocated or a metered basis for all performance periods for which costs will be incurred. for utilities not',
1111:'provided as gfp but needed to meet the requirements of the solicitation, a public reimbursable source shall calculate costs for',
1112:'utilities in accordance with this paragraph, reflect these costs in the cost estimate, and enter the costs on line 3a.',
1113:'agencies shall determine and manually input the cost data for this cost entry into compare. f. insurance. 1 casualty insurance.',
1114:'agency and public reimbursable sources shall calculate casualty insurance premiums in cost estimates and enter these costs on line 3',
1115:'or line 3a as appropriate for all materials and supplies, minor items, and capital assets that are not provided to',
1116:'all prospective providers as gfp in the solicitation, or if the solicitation includes terms that specify that property losses may',
1117:'be assessed to private sector sources. agency and public reimbursable sources shall calculate casualty insurance premiums for capital assets by',
1118:'multiplying the net book value of each capital asset as of the beginning of each performance period that the agency',
1119:'will use the capital asset by omb circular no. a76 attachment c may 29, 2003calculating publicprivate competition costs 0.005 the',
1120:'casualty insurance cost factor. agency and public reimbursable sources shall calculate casualty insurance premiums for minor items not provided to',
1121:'all prospective providers by multiplying the annual cost, inflated as appropriate, of each minor item by 0.005 the casualty insurance',
1122:'cost factor. agency and public reimbursable sources shall calculate casualty insurance premiums for materials and supplies by multiplying a onemonth',
1123:'average value of material and supplies by 0.005 the casualtyinsurance cost factor times a onemonth average value of material and',
1124:'supplies. agency and public reimbursable sources shall calculate casualty insurance premiums for each performance period that they will use the',
1125:'capital assets, minor items, materials, and supplies. compare automatically calculates this entryif the items are not government furnished.agencies shall determine',
1126:'and manually input the cost data into compare for solicitations that specify that propertylosses may be assessed to private sector',
1127:'sources. 2 government furnished property gfp casualty insurance. while the far includes many gfp clauses that may be included in',
1128:'a solicitation, the following table provides an extract of far gfp clauses that a solicitation is likely to contain for',
1129:'a standard competition. the gfp clause, included in the solicitation, determines whether casualty insurance costs for gfp should be included',
1130:'on line 3 or line 3a, as appropriate. for solicitations that include both firmfixedprice and cost reimbursement clins in section',
1131:'b, the solicitation identifies the gfp clause that applies to a specific clin. for example, the solicitation may apply far',
1132:'clause 52.2455 to the material and supply ceiling cost, indicating that insurance is not required for the material and supplydollars.',
1133:'the same solicitation may designate far clause 52.2452 to gfp vehicles, indicating that the vehicles require casualty insurance. when vehicles',
1134:'leased from the general services administration are used in the agency tender but are not provided to all prospective providers',
1135:'as gfp in the solicitation, an agency shall include the cost of casualty insurance on line 3 if the general',
1136:'services administration lease terms make the lessee liable for vehicle damage. based upon the far provisions included in the solicitation,',
1137:'agencies maybe required to determine and manually input the cost data into compare. gfp clauses and casualty insurance requirements far',
1138:'reference liability assigned to private sector and public reimbursable sources is gfp casualty insurance required in the agency cost estimate?',
1139:'materials capital assets minor items 52.2452 yesyesyesyes52.2452 alt i no no no no 52.2454 yesyesyesyes52.2455 no no no no figure',
1140:'c5. 3liability insurance. agency and public reimbursable sources shall calculate the cost of personnel liability insurance in cost estimates and',
1141:'enter the cost on line 3 or line 3a, as appropriate. agency and public reimbursable sources shall calculate the cost',
1142:'of personnel liability insurance by multiplying the total personnelrelated costs on line 1 or line 1a, as appropriate by 0.007',
1143:'thepersonnel liability insurance cost factor. agency and public reimbursable sources shall calculate the cost of additional liabilityinsurance not associated with',
1144:'personnel liability that is assigned to the private sector in the solicitation by multiplying the estimated liabilityceiling identified in the',
1145:'solicitation by 0.007 the personnel liability insurance cost factor. if the solicitation requires c17 additional liability insurance to cover certain',
1146:'highrisk activities e.g., environmental, air traffic control, child care, ammunition handling, air cargo, nuclear fuel handling, agency and public reimbursable',
1147:'sources shall calculate the cost of this additional liability insurance in cost estimates and enter this cost on line 3',
1148:'or line 3a, as appropriate. compare automatically calculates this entry. g. travel. agency and public reimbursable sources shall calculate the',
1149:'costs for travel not provided as government furnished to all prospective providers in the solicitation and enter these costs on',
1150:'line 3 or line 3a, as appropriate. agency and public reimbursable sources shall calculate the projected cost of travel that',
1151:'will be expended by agency or public reimbursable sources and identified in tenders unless the solicitation includes a ceiling cost',
1152:'for travel reimbursement or states that travel is governmentfurnished for all prospective providers. if the solicitation includes a cost ceiling',
1153:'for travel, agency and public reimbursable sources shall include the cost ceiling in cost estimates and enter the cost on',
1154:'line 3 or line 3a, as appropriate. unless a cost ceiling is provided, agency and public reimbursable sources shall inflate',
1155:'travel costs for all performance periods through the end of the last performance period stated in the solicitation or as',
1156:'required by the economic price adjustment clause in the solicitation. agencies shall determine and manually input the cost data for',
1157:'this cost entry into compare. h. meo subcontracts. agency and public reimbursable sources shall include the cost of each subcontract',
1158:'included in a tender but not made available to all prospective providers in the solicitation as a subcontract in cost',
1159:'estimates and enter the costs on line 3 or line 3a, as appropriate. agency and public reimbursable sources shall calculate',
1160:'the total cost of a subcontract by including the following in cost estimates 1 the contract price for each contract,',
1161:'or cost estimate for each feeforservice agreement; 2 the cost of any related governmentfurnished material, equipment, facilities, and services not',
1162:'provided to all prospective providers as gfp in the solicitation; 3 inflation for all performance periods through the end of',
1163:'the last performance period stated in the solicitation, as appropriate; and 4 the offset for federal income tax for each',
1164:'subcontract with the tax rate applicable to each subcontract see paragraph c12. in this attachment. agencies shall determine and manually',
1165:'input the cost data for this cost entry into compare. compare automatically computes the applicable inflation and federal income tax',
1166:'offset. 1 nonrecurring workload. agency and public reimbursable sources may calculate overtime and surge or other types of nonrecurring workload',
1167:'as an meo subcontract cost, if the services are purchased using either a government purchase card or a task order',
1168:'under an existing contract. when purchasing services with a government purchase card or task order under an existing contract, agencies',
1169:'and public reimbursable sources shall calculate the cost of the purchased services in the cost estimate and include a the',
1170:'offset for federal income tax for each subcontract with the tax rate applicable to each subcontract see the “federal income',
1171:'tax adjustment” paragraph in this attachment, and b inflation for all performance periods through the end of the last performance',
1172:'period stated in the solicitation, as appropriate. 2 administration and surveillance of subcontracts. agencies and public reimbursable sources shall calculate',
1173:'the cost of labor for a the administration and surveillance for each subcontract for both recurring and nonrecurring workload; and',
1174:'b administration of the government purchase card program. i. maintenance and repair costs. agency and public reimbursable sources shall calculate',
1175:'the cost of maintenance and repair, if applicable, for capital assets and minor items to account for the cost of',
1176:'routine maintenance on buildings and for equipment and enter these costs on line 3 or 3a, as appropriate. these costs',
1177:'do not include capital improvements that add value to a capital asset, which are calculated in depreciation costs. agency and',
1178:'public reimbursable sources shall calculate maintenance and repair costs 1 for capital assets and minor items that are not provided',
1179:'to all prospective providers as gfp in the solicitation, and 2 for capital assets or minor items that are provided',
1180:'to all prospective service providers as gfp in the solicitation but maintenance, replacement, or repair are not provided as gfp',
1181:'in the solicitation. agencies shall determine and manually input the cost data for this cost entry into compare. j. other',
1182:'costs. agencies and public reimbursable sources shall include costs that do not fit the other line 3 or line 3a',
1183:'categories of cost in the “other costs” category of line 3 or line 3a. examples of other costs include, but',
1184:'are not limited to, purchased services for packaging and crating if not already a included in the cost of material',
1185:'and supplies, transportation costs; royalties, overhead projectors, office equipment, tools, chairs, desks, and cabinets. 1 minor items. as part of',
1186:'“other costs,” agencies shall include 10 percent of the replacement cost of minor items not provided to all prospective providers',
1187:'as gfp in the solicitation, for each performance period included in the solicitation. if the minor item is a to',
1188:'be jointly used by the agency tender e.g., meo and another agency activity that is not included in the streamlined',
1189:'or standard competition, and b not provided to all prospective providers as gfp in the solicitation, an agency shall prorate',
1190:'the cost of this joint usage of a minor item on line 3 based upon 10 percent of the purchase',
1191:'price. for minor items not provided as gfp but needed to meet the requirements of the solicitation, a public reimbursable',
1192:'source shall calculate 10 percent of the replacement value of the minor items in the cost estimate and enter the',
1193:'cost on line 3a, beginning with the first performance period the public reimbursable source expects to replace the minor item',
1194:'and for all subsequent performance periods stated in the solicitation. for minor items, and any necessary replacements, that are provided',
1195:'as gfp in the solicitation, agencies and public reimbursable sources shall not include costs. when minor items are provided as',
1196:'gfp and prospective providers are responsible for replacement, agencies and public reimbursable sources shall include 10 percent of the replacement',
1197:'cost of the minor items in cost estimates, beginning with the first performance period where replacement of the minor item',
1198:'is required and all subsequent performance periods stated in the solicitation. agencies and public reimbursable sources shall include costs for',
1199:'casualty insurance of minor items that are not gfp, including instances where the replacement of the minor items is the',
1200:'responsibility of prospective providers. agencies shall determine and manually input the cost data for this scf/slcf line into compare. compare',
1201:'automatically computes the 10 percent minor item replacement cost. 2 award fee. before a solicitation may include an award fee',
1202:'for an agency source in addition to other prospective providers, the cso shall determine if an agency source may receive',
1203:'such an award fee. if the award fee arrangements are approved by the cso and the solicitation states that the',
1204:'award fee will be available for all prospective providers, the agency shall include the award fee in the cost estimate',
1205:'and enter the fee on line 3 as “other costs.” a public reimbursable source shall include the award fee in',
1206:'the cost estimate and enter the fee on line 3a as “other costs.” agency and public reimbursable sources shall not',
1207:'inflate the cost of the award fee in cost estimates. agency and public reimbursable sources shall not inflate the cost',
1208:'of the award fee in cost estimates. agencies shall determine and manually input the cost data for this cost entry',
1209:'into compare. 3 training costs. agency and public reimbursable sources shall calculate training costs for training not made available as',
1210:'government furnished to all prospective providers in the solicitation and enter these costs on line 3 or 3a, as appropriate.',
1211:'agency and public reimbursable sources shall calculate training costs, including travel costs, for recurring and/or specialized training necessary to maintain',
1212:'required licensing or certification. agencies shall determine and manually input the cost data for this cost entry into compare. 5.',
1213:'overhead scf/slcf line 4/4a. agency and public reimbursable sources shall enter overhead in cost estimates on line 4 or 4a,',
1214:'as appropriate. an agency shall include overhead for a standard or streamlined competition by overhead for each performance period by',
1215:'multiplying the scf line 1 civilian position costs, including fringe benefits, by 12 percent the overhead factor. a public reimbursable',
1216:'cost estimate shall include overhead for a streamlined or standard competition by calculating overhead for each performance period by multiplying',
1217:'the scf line 1a civilian position costs, including fringe benefits, by 12 percent the overhead factor. agency and public reimbursable',
1218:'sources shall not calculate overhead for uniformed services labor costs. compare automatically calculates this scf/slcf line. 6. additional costs scf',
1219:'line 5/5a. this scf line includes costs not otherwise represented or accounted for on lines 14 or lines 1a4a. an',
1220:'agency shall enter additional costs on scf line 5. a public reimbursable source shall enter additional costs on scf line',
1221:'5a. additional costs include, but are not limited to, costs resulting from unusual or special circumstances. when these costs are',
1222:'included the source shall provide additional documentation to explain the underlying assumptions and methods of computation. agency and public reimbursable',
1223:'sources shall include sufficient written documentation of all additional costs included in cost estimates for the co to conduct price',
1224:'analysis and cost realism as required by attachment b. agencies and public reimbursable sources shall not use line 5 or',
1225:'line 5a in a streamlined competition. agencies shall determine and manually input the cost data for this scf/slcf line into',
1226:'compare. a. expansions of existing activities, new requirements, or conversions from private sector to agency performance. an agency shall enter',
1227:'the onetime additional costs of an expansion, new requirement or conversion from a private sector or public reimbursable source to',
1228:'agency performance on line 5. an agency shall not include any new investment by the agency in facilities and equipment',
1229:'as onetime costs. an agency shall include the costs incurred when acquiring facilities or equipment and installing the equipment in',
1230:'the capitalized cost. government facilities and equipment shall not normally be expanded to accommodate new or expanded agency requirements if',
1231:'costeffective private sector or public reimbursable facilities and equipment are available. if the agency tender is dependent upon the agency’s',
1232:'purchase or construction of new facilities or other capital asset purchases, the standard competition should be delayed until the approval',
1233:'to purchase or construct such items is obtained. b. medical physical exams. agency and public reimbursable sources shall calculate the',
1234:'costs associated with the civilian safety and health requirements of 29 c.f.r., including medical physical examinations, and enter these costs',
1235:'on line 5 or 5a, as appropriate. the cost of performing medical physical exams is not included in the 12',
1236:'percent overhead factor. these medical physical exams are a direct cost to all prospective providers. 7. total cost of agency',
1237:'performance scf/slcf line 6/6a. the total agency cost estimate calculated on line 6 is the sum of lines 15. the',
1238:'total public reimbursable cost estimate calculated on line 6a is the sum of lines 1a5a. compare automatically calculates this scf/slcf',
1239:'line. c. adjusted cost of private sector or public reimbursable performance scf/slcf lines 713. 1. contract price or public reimbursable',
1240:'cost estimate scf/slcf line 7. in a standard competition, the co shall enter the private sector contract prices, or public',
1241:'reimbursable cost estimates on scf line 7, as appropriate. in a streamlined competition, the agency shall enter an estimated contract',
1242:'price or public reimbursable cost estimate on slcf line 7. a. contract price. if a contract prices is entered on',
1243:'line 7, the co shall comply with the source selection process requirements in attachment b and shall determine the contract',
1244:'price based on the contract type stated in the solicitation. 1 sealed bid acquisition. the co shall enter the firm',
1245:'fixed price of the low responsible, responsive private sector offeror on line 7. 2 negotiated acquisition. a firm fixed price',
1246:'contract. the co shall enter the negotiated contract price on scf line 7. b firm fixed price incentive fee contract.',
1247:'the co shall enter the target cost and target profit on scf line 7. c costreimbursement contracts far 16.3. 1.',
1248:'cost plus incentive fee contract. the co shall enter the negotiated estimated cost plus incentive fee. 2. cost plus award',
1249:'fee contract. the co shall enter the negotiated estimated cost plus award fee. 3. cost plus fixed fee contract. the',
1250:'co shall enter the negotiated estimated cost plus fixed fee. 4. cost sharing contract. the co shall enter the negotiated',
1251:'estimate. b. public reimbursable cost estimate. if a cost estimate is submitted by a public reimbursable sources, the co shall',
1252:'make the following calculations to determine the cost to enter on scf/slcf line 7 1 calculate the federal tax adjustment',
1253:'for any private sector contract prices; 2 subtract this federal tax calculation from the private sector contract prices; 3 compare',
1254:'these adjusted private sector contract prices, with all public reimbursable cost estimates to determine the lowest cost provider; and 4',
1255:'enter the lowest cost on scf/slcf line 7. the co shall enter the cost estimate submitted by a tax exempt',
1256:'organization on scf/slcf line 7 only if the calculations required by this paragraph indicate the tax exempt organization is the',
1257:'lowest cost provider. the co shall document these calculations as part of the scf supporting documentation. c. taxexempt organization. if',
1258:'a cost estimate is submitted by a taxexempt organizations, the co shall make the following calculations to determine the cost',
1259:'to enter on scf/slcf line 7 1 calculate the federal tax adjustment for any nontaxexempt contract prices; 2 subtract this',
1260:'federal tax calculation from nontaxexempt contract prices; 3 compare these adjusted private sector contract prices, with any taxexempt organizations cost',
1261:'estimates and any public reimbursable cost estimates to determine the lowest cost provider; and 4 enter the lowest cost on',
1262:'scf line 7. the co shall enter the cost estimate submitted by a tax exempt organization on scf/slcf line 7',
1263:'only if the calculations required by this paragraph indicate the tax exempt organization is the lowest cost provider. the co',
1264:'shall document these calculations as part of the scf supporting documentation. d. performance bond. when a solicitation requires private sector',
1265:'sources to provide a performance bond, the co shall exclude the cost from the private sector source’s contract price on',
1266:'scf line 7. the solicitation bid structure should facilitate the elimination of this cost see attachment b. 2. contract administration',
1267:'costs scf/slcf line 8. an agency shall calculate and enter contract administration costs on line 8 using the contract administration',
1268:'cost factors and allowable grades in figure c6. based on the total meo staffing total line 1 ftes plus an',
1269:'estimate of labor for meo subcontracts. these contract administration cost factors account for a full range of labor and nonlabor',
1270:'requirements for contract administration. contract administration costs include the costs associated with reviewing compliance with the terms of the contract,',
1271:'processing payments, negotiating change orders, and monitoring the closeout of contract operations. an agency shall not include the cost of',
1272:'surveillance performed by quality assurance evaluators, as required by the quality assurance surveillance plan, on scf line 8, since these',
1273:'are common costs regardless of the source of the selected service provider i.e., agency, public reimbursable, private sector. agencies shall',
1274:'inflate contract administration costs using the labor inflation cost factors for civilian positions in figure c1. compare automatically computes the',
1275:'costs required for this scf/slcf line based on the factors in figure c6. and agencies shall not include any other',
1276:'contract administration costs. omb circular no. a76 attachment c may 29, 2003calculating publicprivate competition costs contract administration factors and allowable',
1277:'grades meo staffing contract administration fte grades gs12 gs11 gs9 gs6 10 or less.5 1 0 0 0 11 –',
1278:'20 1 1 0 0 0 21 – 50 2 1 1 0 0 51 – 75 3 1 1',
1279:'1 0 76 – 100 4 1 1 1 1 101 – 120 5 1 1 2 1 121 –',
1280:'150 6 1 2 2 1 151 – 200 7 1 2 2 2 201 – 250 8 2 2',
1281:'2 2 251 – 300 9 2 2 3 2 301 – 350 10 2 3 3 2 351 –',
1282:'450 11 2 3 4 2 451 and above 2.5% of agencymeo staffingdistribution automaticallycalculated bycompare figure c6. 3.additional costs scf',
1283:'line 9. [see omb memorandum m0811 february 20, 2008, number 1 with attachment b, number 3 when applying this provision.',
1284:']scf line 9 shall include any additional costs to the agency, such as transportation or purchased services, resulting from unusual',
1285:'or special circumstances. an agency shall document these additional costs to describe the nature of the cost item, and indicate',
1286:'the reason the additional cost will not be incurred if the activity is performed by the agency source. when performance',
1287:'of an activityis converted fromagency performance to either a private sector or public reimbursable source and the agency elects to',
1288:'retain existing equipment and facilities on standby, solely for the purpose of maintaining an agency performance capability, an agency shall',
1289:'notadd these standby costs to the cost of the private sector or public reimbursable performance on scf line 9. an',
1290:'agency source shall include sufficient written documentation of all additional costs included in cost estimates for the co to conduct',
1291:'price analysis and cost realismas required by attachment b. agencies shall not calculate line 9 in a streamlined competition. agencies',
1292:'shall determine and manually input the cost data for this scf/slcf line into compare. a. nonprofit agency fees. when a',
1293:'javitswagneroday participating nonprofit agency as defined by far part 8, such as nish or the national institute for the blind,',
1294:'participates in a standard competition, the co shall include the 4 percent fee paid to the committee for purchase from',
1295:'people who are blind, nish, or national institute for the blind on scf line 9. the co shall determine if',
1296:'the 4 percent is included in or excluded from the contract price. if the 4 percent is included in the',
1297:'contract price, the co shall enter the contract price on scf line 7 and shall not enter the 4 percent',
1298:'on scf line 9. if the 4 percent is excluded from the contract price, the co shall enter the contract',
1299:'price on scf line 7 and shall enter the 4 percent fee on scf line 9. b. incentive fees. when',
1300:'an indian tribe competes as a private sector source in a standard competition, or is a subcontractor to a competing',
1301:'private sector source, and the indian incentive program described in far part 26 is authorized, the co shall include the',
1302:'5 percent incentive fee identified in far part 26 on scf line 9. 4. onetime conversion costs scf line 10.',
1303:'when an agency converts an activity performed bygovernment personnel to a private sector or public reimbursable source, onetime conversion c23',
1304:'costs may be incurred by the agency. an agency source shall include sufficient written documentation of all onetime conversion costs',
1305:'included in cost estimates for the co to conduct price analysis and cost realism as required by attachment b. agencies',
1306:'shall not calculate line 10 in a streamlined competition. agencies shall calculate onetime conversion costs for severance costs and other',
1307:'costs as provided below and shall not calculate any other onetime conversions costs. compare automatically calculates this scf/slcf line. a.',
1308:'severance costs. an agency shall calculate onetime conversion costs for severance pay at 4 percent the severance pay onetime conversion',
1309:'cost factor of scf line 1 basic pay, adjusted for inflation, for the first period of full performance not the',
1310:'phasein period stated in the solicitation. if the first period of full performance is less than one full year, an',
1311:'agency shall annualize the basic pay only for the purpose of determining one full year of severance pay onetime conversion',
1312:'costs. b. other costs. an agency shall calculate other onetime conversion costs as 1 percent the other pay onetime conversion',
1313:'cost factor of scf line 1 basic pay, adjusted for inflation, for the first period of full performance stated in',
1314:'the solicitation not the phasein period. agencies shall not calculate any other onetime conversion costs except this 1 percent. this',
1315:'“other cost” accounts for all other onetime conversion costs such as relocation and retraining. if the first period of full',
1316:'performance not the phasein period is less than one full year, an agency shall annualize the basic pay only for',
1317:'the purpose of determining one full year of other pay onetime conversion costs. c. annualize basic pay. to annualize basic',
1318:'pay, divide the total inflated basic pay reflected in the first period of full performance on scf line 1 by',
1319:'the number of days in the second performance period and then multiply the result by 365.25 days which accounts for',
1320:'leap year. 5. gain on assets scf line 11. an agency shall calculate the estimated gain on assets on scf',
1321:'line 11, with supporting documentation to justify the type and calculation of asset disposal or transfer. the scf line 11',
1322:'entry is the gain from the sale or transfer of government assets at the net book value of the asset',
1323:'as of the start date of the first performance period. an agency shall calculate this gain to account for government',
1324:'material or equipment included in the agency tender when this material or equipment a is not provided to all prospective',
1325:'providers as gfp in the solicitation and b is not needed by the agency if the standard competition results in',
1326:'either a private sector or public reimbursable performance decision. this gain on assets generates revenue for the government; therefore, the',
1327:'cost reduces the total cost of private sector or public reimbursable performance. an agency shall only enter a negative number',
1328:'or zero on scf line 11 to represent a gain on assets. an agency source shall include sufficient written documentation',
1329:'of all gain on assets costs included in cost estimates for the co to conduct price analysis and cost realism',
1330:'as required by attachment b. agencies shall not calculate line 11 in a streamlined competition. compare automatically calculates this scf/slcf',
1331:'line after the agency manually selects the period in which the capital asset is disposed of or transferred. 6. federal',
1332:'income tax adjustment scf/slcf line 12. the cost entered on line 12 represents revenue generated for the government that is',
1333:'subtracted from the total cost of private sector performance. an agency shall only enter these costs as a negative number,',
1334:'unless the private sector source is a taxexempt organization. when entering the contract price, the co shall determine and enter',
1335:'the appropriate industry code from the tax rate table, which is based on the north american industry classification system, to',
1336:'calculate line 12. an agency shall use the tax rate table on the omb website to calculate line 12 for',
1337:'each performance period stated in the solicitation. an agency shall enter on line 12 the net increase of federal income',
1338:'tax that is expected if a performance decision results in a conversion from agency performance to private sector performance. the',
1339:'internal revenue service provides the tax rate table by types of industry and appropriate tax rates in relation to business',
1340:'receipts. the industry groupings are based on the north american industry classification system. compare automatically calculates this scf/slcf line based',
1341:'on the tax rate table entry input by an agency. gain on capital assets sample calculation a capital asset boriginal',
1342:'acquisition cost d net book value b minus c capital equipment = bus $30,000 $5,100 capital facility = cafeteria $625,000',
1343:'$123,000 column instructions a. capital asset identify the name of each specific capital asset b. original acquisition cost enter the',
1344:'original acquisition cost of the asset, plus transportation and installation costs if not included in the purchase price, plus any',
1345:'capital improvement costs made to that asset c. accumulated depreciation enter the accumulated depreciation for the asset d. net book',
1346:'value enter the net book value at the date of the first performance period. this is the gain on asset',
1347:'cost entered on the scf. the cost of disposal or transfer is not included in the net book value figure',
1348:'c.7 c accumulated depreciation $24,900 $502,000 7. total adjusted cost of private sector or public reimbursable performance scf/slcf line 13.',
1349:'in a standard competition, the cost on line 13 represents the total cost to the government of private sector performance',
1350:'or public reimbursable performance if a public reimbursable cost estimate is entered on scf line 7, which is the sum',
1351:'of scf lines 7, 8, 9, 10, 11, and 12. in a streamlined competition, the cost on line 13 represents',
1352:'the total cost to the government of private sector performance or public reimbursable performance if a public reimbursable cost estimate',
1353:'is entered on slcf line 7, which is the sum of slcf lines 7, 8, 9, and 12. compare automatically',
1354:'calculates this scf/slcf line. d. conversion differential scf line 14. [see omb memoranda m0811 february 20, 2008, number 3, and',
1355:'m0613 april 24, 2006 when applying this provision.] an agency shall calculate the conversion differential by multiplying scf line 1',
1356:'personnel costs for all performance periods by 10 percent. if the calculated conversion differential is less than $10 million, the',
1357:'agency shall enter the calculated conversion differential on line 14. if the calculated conversion differential is greater than or equal',
1358:'to $10 million, the agency shall enter $10 million on line 14. agencies shall not calculate line 14 in a',
1359:'streamlined competition. compare automatically calculates this scf/slcf line. 1. expansions, new requirements, or conversions from contract to agency performance. an',
1360:'agency shall add the conversion differential to scf line 6 of the agency cost estimate when an agency is performing',
1361:'a standard competition and the potential exists for a a conversion from a private sector provider contract performance to agency',
1362:'performance with government personnel; b agency performance of a new requirement with government personnel; or c agency performance with government',
1363:'personnel of an expansion of requirements for an existing commercial activity. since agency performance of a new requirement or an',
1364:'expansion of an existing commercial activity is justified based upon a standard competition, an agency shall calculate the conversion differential',
1365:'as if the private sector source is the incumbent provider for a new requirement or an expansion of an existing',
1366:'commercial activity. for a standard competition of an expansion, the conversion differential is distributed to agency, private sector, and public',
1367:'reimbursable sources based on the percentage of scf line 1 attributed to the expansion workload, as follows: a. standard competition',
1368:'of a segregable expansion. for a standard competition of the segregable 30 percent of an expansion, an agency shall add',
1369:'all of scf line 14 conversion differential to the total cost of agency performance reflected on scf line 6 to',
1370:'generate the adjusted total cost of agency performance on scf line 15. b. standard competition of activity and expansion. for',
1371:'a standard competition of an entire expansion of a commercial activity i.e., the existing commercial activity performed by government positions',
1372:'plus the 30+ percent expansion, an agency shall 1 multiply the conversion differential on scf line 14 by the percentage',
1373:'of government position costs on scf line 1 that represents the expansion of recurring workload; 2 add the result to',
1374:'the total cost of agency performance reflected on scf line 6; and 3 enter the adjusted total cost of agency',
1375:'performance on scf line 15. the agency shall 1 multiply the percentage of scf line 1 personnel costs that represents',
1376:'the agency work currently performed by scf line 14 conversion differential; 2 add the result to the total cost of',
1377:'private sector or public reimbursable performance on scf line 13; and 3 enter the total adjusted cost of private sector',
1378:'or public reimbursable performance on scf line 16. the agency shall divide the total scf line 1 costs assigned to',
1379:'the expanded work for all performance periods by the total scf line 1 costs for all performance periods to generate',
1380:'the percentage of agency position costs for the expanded work. to generate the percentage of agency position costs for the',
1381:'work performed by the agency, the agency shall divide the total scf line 1 costs assigned to the work performed',
1382:'by the agency for all performance periods by the total scf line 1 costs for all performance periods. 2. partial',
1383:'conversion from private sector to agency performance. for a standard competition of a commercial activity where the incumbent providers are',
1384:'a combination of private sector and agency sources, and the agency tender converts the portion of the work performed by',
1385:'the private sector performance to agency performance using government positions, the agency shall apportion the conversion differential to each source',
1386:'based upon the percentage of work performed by each incumbent source at the time of public announcement. therefore, an agency',
1387:'shall calculate the conversion differential as follows: a calculate the conversion differential for the agency tender, b calculate the value',
1388:'of the conversion differential for the work performed by the private sector that will be converted to agency performance using',
1389:'government positions, and c enter the difference on scf line 14. if the agency tender includes an meo subcontract, the',
1390:'agency shall not calculate any conversion differential for the meo subcontract on the scf. e. adjusted total cost of agency',
1391:'performance scf line 15. if a standard competition is conducted to determine whether a commercial activity should be converted from',
1392:'private sector or public reimbursable performance to agency performance, the agency shall add the conversion differential from scf line 14',
1393:'to scf line 6 and enter the sum on scf line 15. the total amount for all performance periods on',
1394:'scf line 13 is then replicated on scf line 16. agencies shall not calculate line 15 in a streamlined competition.',
1395:'compare automatically calculates this scf/slcf line. f. adjusted total cost of private sector or public reimbursable performance scf line 16.',
1396:'if a standard competition is conducted to determine whether an activity should be converted from agency performance to private sector',
1397:'or public reimbursable performance, the agency shall add the conversion differential from scf line 14 to scf line 13 and',
1398:'enter the sum on scf line 16. the total amount for all performance periods on scf line 6 is then',
1399:'replicated on scf line 15. agencies shall not calculate line 16 in a streamlined competition. compare automatically calculates this scf/slcf',
1400:'line. g. the cost difference scf/slcf line 17. in a standard competition, the agency shall calculate the cost difference by',
1401:'subtracting scf line 15 from scf line 16 and shall enter the sum on scf line 17. in a streamlined',
1402:'competition, the agency shall calculate the cost difference by subtracting slcf line 13 from slcf line 6 and shall enter',
1403:'the sum on slcf line 17. compare automatically calculates this scf/slcf line. h. lowcost provider scf/slcf line 18. for a',
1404:'lowcost decision in a standard competition, a positive number on line 17 indicates a decision for agency performance by government',
1405:'personnel, and a negative number indicates a decision for a private sector or public reimbursable performance. for either a lowcost',
1406:'decision or an otherthanlowcost decision in a standard competition, the ssa’s decision is indicated by an “x” on scf line',
1407:'18. for an otherthan lowcost decision, the ssa shall document the reasons for such a decision in accordance with attachment',
1408:'b. for a streamlined competition, the cost difference entered on slcf line 17 indicates the low cost performance decision. compare',
1409:'automatically calculates this scf/slcf line. d acronyms and definitions a. acronyms. acronym clear text ato agency tender official cdrl contract',
1410:'data requirements list c.f.r. code of federal regulations clin contract line item number co contracting officer cso competitive sourcing official',
1411:'fair federal activities inventory reform far federal acquisition regulation fica federal insurance contribution act fte fulltime equivalent fws federal wage',
1412:'system gao general accounting office gfp governmentfurnished property gs general schedule hra human resource advisor meo most efficient organization omb',
1413:'office of management and budget opm office of personnel management pws performance work statement sca service contract act scf standard',
1414:'competition form slcf streamlined competition form ssa source selection authority sseb source selection evaluation board u.s.c. united states code vera',
1415:'voluntary early retirement authority vsip voluntary separation incentive pay b. definitions. agencies shall use these definitions to implement and comply',
1416:'with this circular and the attachments. activity. a specific task or grouping of tasks that provides a specialized capability, service',
1417:'or product based on a recurring government requirement. depending on the grouping of tasks, an activity may be an entire',
1418:'function or may be a part of a function. an activity may be inherently governmental or commercial in nature. adversely',
1419:'affected employees. federal civilian employees serving competitive or excepted service appointments in tenure groups i, ii, or iii, who are',
1420:'identified for release from their competitive level by an agency, in accordance with 5 c.f.r. part 351 and 5 u.s.c.',
1421:'chapter 35, as a direct result of a performance decision resulting from a streamlined or standard competition. agency cost estimate.',
1422:'the part of the agency tender in a standard competition that includes the agency’s cost proposal and represents the full',
1423:'cost of agency performance of the commercial activity, based on the requirements in the solicitation and the costing policy in',
1424:'attachment c. the agency cost estimate for a streamlined competition is developed in accordance with attachments b and c. agency',
1425:'performance. performance of a commercial or inherently governmental activity with government personnel. often referred to as “inhouse performance.” agency source.',
1426:'a service provider staffed by government personnel. agency tender. the agency management plan submitted in response to a solicitation for',
1427:'a standard competition. the agency tender includes an meo, agency cost estimate, meo quality control plan, meo phasein plan, and',
1428:'copies of any meo subcontracts with the private sector providers’ proprietary information redacted. the agency tender is prepared in accordance',
1429:'with attachment b and the solicitation requirements. agency tender official ato. an inherently governmental agency official with decisionmaking authority who',
1430:'is responsible for the agency tender and represents the agency tender during source selection. annualize. the calculation method to convert',
1431:'a cost to an annual basis. the calculation converts a cost for a performance period that is less than one',
1432:'full year into an annual cost to correctly reflect the cost in a government cost estimate. this calculation is performed',
1433:'by first dividing the cost in the performance period by the number of days in the performance period to determine',
1434:'the corresponding daily cost and then multiplying the daily cost by 365.25 days to determine the annualized cost. to account',
1435:'for leap years, 365.25 is the average number of days in a year. basic pay. basic pay for gs employees',
1436:'is a position’s annual salary plus any other applicable civilian employee pay entitlements. basic pay for fws employees is a',
1437:'position’s annual wages including shift differential pay and environmental pay, plus any other applicable civilian employee pay entitlements. examples of',
1438:'other civilian employee pay entitlements include, but are not limited to, night differential pay for fws employees, environmental differential pay,',
1439:'and premium pay for civilian employee fire fighters and law enforcement officers. capital improvement. an expenditure for a physical improvement',
1440:'to an existing capital asset such as additions and major alterations that are intended to improve performance or increase useful',
1441:'life. civilian employee. an individual who works for a federal agency on an appointment without time limitation who is paid',
1442:'from appropriated funds, which includes working capital funds. a foreign national employee, temporary employee, term employee, nonappropriated fund employee, or',
1443:'uniformed personnel is not included in this definition. commercial activity. a recurring service that could be performed by the private',
1444:'sector. this recurring service is an agency requirement that is funded and controlled through a contract, feeforservice agreement, or performance',
1445:'by government personnel. commercial activities may be found within, or throughout, organizations that perform inherently governmental activities or classified work.',
1446:'common costs. specific costs identified in the solicitation that will be incurred by the government regardless of the provider private',
1447:'sector, public reimbursable, or agency. common costs are sometimes referred to as wash costs. examples of common costs include governmentfurnished',
1448:'property, security clearances, and joint inventories. compare. the windowsbased a76 costing software that incorporates the costing procedures of this circular.',
1449:'agencies must use compare to calculate and document the costs on the slcf for a streamlined competition or the scf',
1450:'for a standard competition. the software is available through the share a76! web site at http://sharea76.fedworx.org/sharea76/home.aspx. compare version control log.',
1451:'the document that describes each of the changes made in a particular version of the compare software. this document includes',
1452:'a brief description of the change, the area of the software program affected by the change, and the impact the',
1453:'change has on the scf/slcf and/or documentation. compare users guide. a detailed guidebook for actual users of compare that includes',
1454:'an in depth explanation of the use and features of the compare software program. compare tables. a specific set of',
1455:'master tables incorporated into the compare costing software that includes all of the approved standard cost factors and rates used',
1456:'to calculate the scf/slcf costs. competition. a formal evaluation of sources to provide a commercial activity that uses preestablished rules',
1457:'e.g., the far, this circular. competitions between private sector sources are performed in accordance with the far. competitions between agency,',
1458:'private sector, and public reimbursable sources are performed in accordance with the far and this circular. the term “competition,” as',
1459:'used in this circular includes streamlined and standard competitions performed in accordance with this circular, and farbased competitions for agencyperformed',
1460:'activities, contracted services, new requirements, expansions of existing work, and activities performed under feeforservice agreement. the term also includes cost',
1461:'comparisons, streamlined cost comparisons, and direct conversions performed under previous versions of omb circular a76. competition file. the documents used',
1462:'in a standard competition in addition to the government contract files required by far subpart 4.8. agencies maintain this file',
1463:'regardless of the source selected to perform the activity. competition officials. the agency officials appointed before a standard competition is',
1464:'announced. these individuals perform key roles and have essential responsibilities for the successful completion of the standard competition. competition officials',
1465:'are the agency tender official, contracting officer, source selection authority, human resource advisor, and pws team leader. competitive sourcing official',
1466:'cso. an inherently governmental agency official responsible for the implementation of this circular within the agency. component. an organizational grouping',
1467:'within an agency, such as a bureau, center, military service, or field activity. contracting officer co. an inherently governmental agency',
1468:'official who participates on the pws team, and is responsible for the issuance of the solicitation and the source selection',
1469:'evaluation methodology. the co awards the contract and issues the meo letter of obligation or feeforservice agreement resulting from a',
1470:'streamlined or standard competition. the co and the ssa may be the same individual. conversion from contract. a change in',
1471:'the performance of a commercial activity from a private sector provider to agency performance. conversion to contract. a change in',
1472:'the performance of a commercial activity from agency performance to a private sector provider. depreciation. the decline in the value',
1473:'of a capital asset. depreciation represents a cost of ownership and the consumption of an asset’s useful life. direct labor.',
1474:'manpower resources dedicated to performing the requirements of the solicitation and labor for supervision and management related support to the',
1475:'tender e.g., meo such as labor for quality control. directly affected employees. civilian employees whose work is being competed in',
1476:'a streamlined or standard competition. directly affected government personnel. government personnel whose work is being competed in a streamlined or',
1477:'standard competition. directly interested party. the agency tender official who submitted the agency tender; a single individual appointed by a',
1478:'majority of directly affected employees as their agent; a private sector offeror; or the official who certifies the public reimbursable',
1479:'tender. divestiture. an agency’s decision to eliminate a government requirement for a commercial activity. no service contract or feeforservice agreement',
1480:'exists between the agency and the private sector after a divestiture. by divesting of a commercial activity, an agency elects',
1481:'not to control the activity and cedes ownership and control of the activity’s associated assets e.g., equipment, facilities, property and',
1482:'resources agency manpower and budgeting for the activity. the agency has no role in the financial support, management, regulation, or',
1483:'oversight of a divested activity. moving, transferring, or converting a commercial activity from government performance to private sector or public',
1484:'reimbursable performance is not a divestiture. employee transition plan. a written plan developed by the hra for the potential transition',
1485:'of the agency’s civilian employees to an meo, or to private sector or public reimbursable performance. this plan is developed',
1486:'early in the streamlined or standard competition process, based on the incumbent government organization, to identify projected employee impacts and',
1487:'the time needed to accommodate such impacts, depending on the potential outcomes of the competition. the employee transition plan differs',
1488:'from a phasein plan, which is developed by prospective providers responding to a solicitation. end date. the end date for',
1489:'a streamlined or standard competition is the date that all scf certifications are completed, signifying an agency’s performance decision. expansion.',
1490:'an increase in the operating cost of an existing commercial activity based on modernization, replacement, upgrade, or increased workload. an',
1491:'expansion of an existing commercial activity is an increase of 30 percent or more in the activity’s operating costs including',
1492:'the cost of ftes or total capital investment. fedbizopps.gov. the website where the government electronically advertises solicitations or requirements. feeforservice',
1493:'agreement. a formal agreement between agencies, in which one agency provides a service a commercial activity for a fee paid',
1494:'by another agency. the agency providing the service is referred to in this circular as a public reimbursable source. first',
1495:'period of full performance. the performance period following the phasein period when the service provider becomes fully responsible for performing',
1496:'the activity. the first performance period is used to implement the new service provider’s phasein plan; therefore, full performance of',
1497:'the service provider does not occur until the second performance period, which may be referred to as the base period,',
1498:'full performance, or the first period of full performance. this first period of full performance may be less than or',
1499:'more than 12 months. the first period of full performance is the second performance period the performance period immediately following',
1500:'phasein period regardless of the second performance period’s length. foreign national employee. an employee that is not a united states',
1501:'citizen who is employed by the united states government and works outside the united states, its territories or possessions, under',
1502:'a system in which an executive agency is the official employer of the foreign national employee and assumes responsibility for',
1503:'all administration and management functions associated with the employee’s employment. fulltime equivalent fte. the staffing of federal civilian employee positions,',
1504:'expressed in terms of annual productive work hours 1,776 rather than annual available hours that includes nonproductive hours 2,080 hours.',
1505:'ftes may reflect civilian positions that are not necessarily staffed at the time of public announcement and staffing of fte',
1506:'positions may fluctuate during a streamlined or standard competition. the staffing and threshold fte requirements stated in this circular reflect',
1507:'the workload performed by these fte positions, not the workload performed by actual government personnel. ftes do not include military',
1508:'personnel, uniformed services, or contract support. function code. the numerical code used to categorize an agency’s commercial and inherently governmental',
1509:'activities for inventory reporting purposes. government furnished property gfp. facilities, equipment, material, supplies, or other services provided by the government',
1510:'for use by all prospective providers in the solicitation. costs for gfp included in a solicitation are considered common costs.',
1511:'replacement costs, insurance, maintenance and repair costs for gfp may or may not be governmentfurnished, depending on the provisions in',
1512:'the solicitation. government personnel. civilian employees, foreign national employees, temporary employees, term employees, nonappropriated fund employees, and uniformed services personnel',
1513:'employed by an agency to perform activities. human resource advisor hra. an inherently governmental agency official who is a human',
1514:'resource expert and is responsible for performing human resourcerelated actions to assist the ato in developing the agency tender. incumbent',
1515:'service provider. the source i.e., agency, private sector, or public reimbursable source providing the service when a public announcement is',
1516:'made of the streamlined or standard competition. information technology. any equipment or interconnected systems or subsystems of equipment used in',
1517:'the automatic acquisition, storage, manipulation, management, movement, control, display, switching, interchange, transmission, or reception of data or information by the',
1518:'agency. for purposes of this definition, equipment is used by an agency if the equipment is used directly by the',
1519:'agency, or is used by a contractor under a contract with the agency that requires 1 its use or 2',
1520:'to a significant extent, its use in the performance of a service or the furnishing of a product. the term',
1521:'information technology includes computers, ancillary equipment, software, firmware and similar procedures, services including support services, and related resources, and does',
1522:'not include any equipment that is acquired by a contractor incidental to a contract; or contains imbedded information technology that',
1523:'is used as an integral part of the product, but the principal function of which is not the acquisition, storage,',
1524:'manipulation, management, movement, control, display, switching, interchange, transmission, or reception of data or information. for example, heating, ventilation, and air',
1525:'conditioning equipment, such as thermostats or temperature control devices, and medical equipment where information technology is integral to its operation,',
1526:'are not information technology. inherently governmental activities. an activity that is so intimately related to the public interest as to',
1527:'mandate performance by government personnel as provided by attachment a. interested parties. for purposes of challenging the contents of an',
1528:'agency’s commercial activities inventory pursuant to the federal activities inventory reform act, an interested party is 1 a private sector',
1529:'source that is an actual or prospective offeror for a contract or other form of agreement to perform the activity',
1530:'and has a direct economic interest in performing the activity that would be adversely affected by a determination not to',
1531:'procure the performance of the activity from a private sector source; 2 a representative of any business or professional association',
1532:'that includes within its membership private sector sources referred to in 1 above; 3 an officer or employee of an',
1533:'organization within an executive agency that is an actual or prospective offeror to perform the activity; 4 the head of',
1534:'any labor organization referred to in section 7103a4 of title 5, united states code, that includes within its membership officers',
1535:'or employees of an organization referred to in paragraph 3. inventory. a list of government personnel, by location, function, and',
1536:'position, performing either commercial activities or inherently governmental activities. meo letter of obligation. a formal agreement that an agency implements',
1537:'when a standard or streamlined competition results in agency performance e.g., meo. meo subcontracts. contracts between an agency and the',
1538:'private sector that are included in the agency tender or feefor service agreements with a public reimbursable source that are',
1539:'included in the agency tender. in addition to the cost of meo subcontracts, agency or public reimbursable cost estimates must',
1540:'include support costs associated with meo subcontracts such as governmentfurnished property, and contract administration, inspection, and surveillance. meo team. a',
1541:'group of individuals, comprised of technical and functional experts, formed to assist the ato in developing the agency tender. military',
1542:'personnel. officers [as defined in 10 u.s.c. § 101b1] and enlisted members [as defined in 10 u.s.c. § 101b6] of',
1543:'the military services defined as the army, navy, air force, and marine corps. most efficient organization meo. the staffing plan',
1544:'of the agency tender, developed to represent the agency’s most efficient and costeffective organization. an meo is required for a',
1545:'standard competition and may include a mix of government personnel and meo subcontracts. new requirement. an agency’s newly established need',
1546:'for a commercial product or service that is not performed by 1 the agency with government personnel; 2 a feeforservice',
1547:'agreement with a public reimbursable source; or 3 a contract with the private sector. an activity that is performed by',
1548:'the agency and is reengineered, reorganized, modernized, upgraded, expanded, or changed to become more efficient, but still essentially provides the',
1549:'same service, is not considered a new requirement. new ways of performing existing work are not new requirements. nonpay categories',
1550:'of costs. costs in a cost estimate that are not related to pay. nonpay categories of costs include, but are',
1551:'not limited to, materials, supplies, equipment, facilities, capital assets, and minor items and the inflation for these costs. offer. a',
1552:'private sector source’s formal response to a request for proposals or invitation for bid. the term “offeror” refers to the',
1553:'specific source rather than the response. overhead. overhead includes two major categories of cost, operations overhead and general and administrative',
1554:'overhead. operations overhead includes costs that are not 100 percent attributable to the activity being competed but are generally associated',
1555:'with the recurring management or support of the activity. general and administrative overhead includes salaries, equipment, space, and other tasks',
1556:'related to headquarters management, accounting, personnel, legal support, data processing management, and similar common services performed external to the activity,',
1557:'but in support of the activity being competed. a standard twelve percent overhead factor is an estimated federal agency overhead',
1558:'factor that is calculated in agency and public reimbursable cost estimates for streamlined and standard competitions. past performance. an indicator',
1559:'that may be used in the source selection process to evaluate a prospective provider’s previous performance on work comparable to',
1560:'that being competed, for the purpose of predicting the quality of future performance relative to other offers or public reimbursable',
1561:'tenders. far 42.1501 describes the information used to evaluate past performance, and far 15.305a2 provides guidance for the consideration of',
1562:'past performance in the source selection process. pay categories of cost. costs in a cost estimate associated with the payroll',
1563:'for government personnel, including inflation. performance decision. the outcome of a streamlined or standard competition, based on slcf or scf',
1564:'certifications. performance standards. verifiable, measurable levels of service in terms of quantity, quality, timeliness, location, and work units. performance standards',
1565:'are used in a performancebased pws to 1 assess i.e., inspect and accept the work during a period of performance;',
1566:'2 provide a common output related basis for preparing private sector offers and public tenders; and 3 compare the offers',
1567:'and tenders to the pws. the requiring activity’s acceptable levels of service are normally stated in the pws. the solicitation',
1568:'includes performance standards. performance work statement pws. a statement in the solicitation that identifies the technical, functional, and performance characteristics',
1569:'of the agency’s requirements. the pws is performancebased and describes the agency’s needs the “what”, not specific methods for meeting',
1570:'those needs the “how”. the pws identifies essential outcomes to be achieved, specifies the agency’s required performance standards, and specifies',
1571:'the location, units, quality and timeliness of the work. phasein plan. a prospective provider’s plan to replace the incumbent providers',
1572:'that is submitted in response to the solicitation. the phasein plan is implemented in the first performance period and includes',
1573:'details on minimizing disruption, adverse personnel impacts, and startup requirements. the phasein plan is different from the employee transition plan',
1574:'developed by the hra. privatization. a federal agency decision to change a governmentowned and governmentoperated commercial activity or enterprise to',
1575:'private sector control and ownership. when privatizing, the agency eliminates associated assets and resources manpower for and funding of the',
1576:'requirement. since there is no government ownership and control, no service contract or feeforservice agreement exists between the agency and',
1577:'the private sector after an agency privatizes a commercial activity or enterprise. moving work from agency performance with government personnel',
1578:'to private sector performance where the agency still funds the activity is not privatization. prospective providers. private sector, public reimbursable,',
1579:'and agency sources that may submit responses offers or tenders in response to an agency’s solicitation. provider. an agency, private',
1580:'sector, or public reimbursable source that is performing, or will perform, a commercial activity; sometimes referred to as a service',
1581:'provider. public announcement. an agency’s formal declaration that the agency has made a 1 decision to perform a streamlined or',
1582:'standard competition, or 2 performance decision in a streamlined or standard competition. the co makes these announcements via fedbizopps.gov. public',
1583:'reimbursable source. a service provider from a federal agency that could perform a commercial activity for another federal agency on',
1584:'a feeforservice or reimbursable basis by using either civilian employees or federal contracts with the private sector. public reimbursable tender.',
1585:'a federal agency’s formal response to another federal agency’s solicitation for offers or tenders. the public reimbursable tender is developed',
1586:'in accordance with this circular and includes a cost estimate, prepared in accordance with attachment c. pws team. a group',
1587:'of individuals, comprised of technical and functional experts, formed to develop the pws and quality assurance surveillance plan, and to',
1588:'assist the co in developing the solicitation. quality assurance surveillance. the government’s monitoring of a service provider’s performance in accordance',
1589:'with the quality assurance surveillance plan and the performance requirements identified in the solicitation. quality assurance surveillance plan. the government’s',
1590:'inspection plan. the quality assurance surveillance plan documents methods used to measure performance of the service provider against the requirements',
1591:'in the pws. the agency relies on the service provider to monitor daily performance using their own quality control plan,',
1592:'but retains the right to inspect all services. when the agency makes a performance decision, the agency reevaluates and modifies',
1593:'the existing quality assurance surveillance plan, based upon the selected provider and the selected provider’s accepted quality control plan. quality',
1594:'control plan. a selfinspection plan that is included in all offers and tenders. the quality control plan describes the internal',
1595:'staffing and procedures that the prospective provider will use to meet the quality, quantity, timeliness, responsiveness, customer satisfaction, and other',
1596:'service delivery requirements in the pws. representatives of directly affected employees. in the case of directly affected employees represented by',
1597:'a labor organization accorded exclusive recognition under 5 u.s.c. § 7111, a representative is an individual designated by that labor',
1598:'organization to represent its interests. in the case of directly affected employees not represented by a labor organization under 5',
1599:'u.s.c. § 7111, a representative is an individual appointed by directly affected employees as their representative. residual value. the estimated',
1600:'value of a capital asset at the end of its useful life as determined by application of the useful life',
1601:'and disposal value cost factor. resources. funding allocated for contracts, manpower, facilities, material, or equipment to perform agency requirements. segregable',
1602:'expansion. an increase to an existing commercial activity that can be separately competed. share a76! the department of defense a76',
1603:'knowledge management system used to share knowledge, information, and experience about publicprivate competitions. this public site contains a 76related guidance,',
1604:'sample documents, best practices, tools, and links to other a76 websites and sources for a76related information. users may post best',
1605:'practices used in publicprivate competitions, research a76 through the use of search engines, and submit internet links to add to',
1606:'the available links in share a76! the web site address is http://sharea76.fedworx.org/sharea76/home.aspx solicitation closing date. the due date for delivery',
1607:'of private sector offers, public reimbursable tenders, and the agency tender, as stated in the solicitation. source. one of three',
1608:'specific categories of service providers i.e., agency, private sector, or public reimbursable that can perform a commercial activity for an',
1609:'agency. source selection authority ssa. a competition official with decisionmaking authority who is responsible for source selection as required by',
1610:'the far and this circular. the ssa and co may be the same individual. source selection evaluation board sseb. the',
1611:'team or board appointed by the ssa to assist in a negotiated acquisition. standard competition form scf. the agency form',
1612:'that documents and certifies all costs calculated in the standard competition. start date. the start date for a streamlined or',
1613:'standard competition is the date that the agency makes a formal public announcement of the agency’s decision to perform a',
1614:'streamlined or standard competition. streamlined competition form slcf. the agency form that documents and certifies all costs calculated in the',
1615:'streamlined competition, in accordance with attachment c. uniformed services. members of the armed forces i.e., army, navy, air force, marine',
1616:'corps, and coast guard and other uniformed services e.g., national oceanic and atmospheric administration, public health service. useful life. the',
1617:'estimated period of economic usefulness of a capital asset.',