Fee Preparation Worksheets
Fee proposals must be submitted using the standard SI Architect/Engineer Fee Proposal format and adhere to the Title One Limitation Guide. Refer to the following:
- Title One Limitation Guide, February 2020: this document provides guidance for the application of the 6% limitation to Title One Services required by the FAR 15.903(d) (1) (ii).
- Profit Worksheet
An Excel work sheet that can be customized for individual projects and will detail and quantify tasks and sub-tasks required by the Architect-Engineer Scope of Work. The totals from any task list can be linked to Direct Costs (Labor) Work Sheets. Updated May, 2020 to align with updated Title One Limitation Guide.
An Excel work sheet that can be used to develop fully loaded labor rates using the base hourly rate and multipliers for overhead and profits rates. Although used in the past, fully loaded labor rates are not usually used for Architect-Engineering fee estimating.
- Loaded Labor Rates Fee Preparation Workbook: this Excel workbook contains four worksheets:
- Summary Worksheet, this worksheet totals loaded labor and other direct costs Labor Worksheet:, this worksheet calculates total labor per the hours allocated on the task list worksheet
- Other Direct Cost Worksheet: this worksheet is used to estimate the other direct costs such as testing services, specialty sub-consultants, reproduction, travel, and per diem. Specialty subconsultants rates need to be submitted and approved.
- Task List Worksheet: this worksheet should be developed to include all task listed in the scope of work and hours allocated for each task (sample task list is provided).
These worksheets are not linked within the workbook. The A/E is responsible for linking the workbooks.
- Loaded Labor Rates Fee Preparation Workbook: This Excel workbook contains four worksheets:
- Summary Worksheet, this worksheet totals loaded labor and other direct costs
- Labor Worksheet: this worksheet calculates total labor per the hours allocated on the task list worksheet
- Other Direct Cost Worksheet: this worksheet is used to estimate the other direct costs such as testing services, specialty sub-consultants, reproduction, travel, and per diem. Specialty subconsultants rates need to be submitted and approved.
- Task List Worksheet: this worksheet should be developed to include all tasks listed in the scope of work and hours allocated for each task (sample task list is provided).
These worksheets are not linked within the workbook. The A/E is responsible for linking the workbooks.
Unloaded Worksheet Template (Coming Soon)
An Excel work sheet that summarizes the data from the Direct Cost (Labor) Work Sheet(s) and the Other Direct Costs Work Sheet(s) and includes any applicable profit markups. Note that for IDIQ contracts the overhead multipliers have been included in the loaded hourly labor rates that appear on the Direct Cost (Labor) Work Sheets. Please note that design managers must use a different Total Cost Summary Sheet to develop their fee estimate. Updated May, 2020 to align with updated Title One Limitation Guide.
An Excel work sheets that will calculate direct labor costs using labor hours and the currently approved loaded (basic rate and overhead) hourly labor rates.
An Excel work sheet that is used to estimate the other direct costs such as testing services, specialty sub-consultants, reproduction, travel, and per diem. Although the basic IDIQ contracts stipulate that ODC's will be a lump sum fixed fee item, under selected circumstances they can be negotiated as "not to exceed reimbursable" items. Updated May, 2020 to align with updated Title One Limitation Guide.
An Excel work sheet that summarizes the data from the Direct Cost (Labor) Work Sheet(s) and the Other Direct Costs Work Sheet(s) and includes any applicable profit markups. Note that for Non-IDIQ contracts the overhead multipliers are applied on this Summary Sheet and are not included in the hourly labor rates that appear on the Direct Cost (Labor) Work Sheets. Updated May, 2020 to align with updated Title One Limitation Guide.
Applicable to the prime Architect-Engineer or consultants.
Applicable to the prime Architect-Engineer or consultants.