Unireo States
          Envirc-meptai P-ctect'cn
          Agercy
                  Cftice c'
                  SOIIG Waste a.nd
                       Response
© FPA
«r crM
DIRECTIVE NUMBER: 9242.2-06a

TITLE: Resources for Preparing Independent Government
     Estimates for Remedial Contracting Work
     Assignments
APPROVAL DATE. 8/5/92

EFFECTIVE DATE 8/5/92

ORIGINATING OFFICE: OERR

0  FINAL

D  DRAFT

   LEVEL OF DRAFT

    rj]  A — Signed by AA or DAA«-

    fj  B — Signed by Office Director

    I I  C — Review & Comment

REFERENCE (other documents)
 OSWER     OSWER     OSWER
     DIRECTIVE    DIRECTIVE

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                                 i.a:es :-••.. --;.-.-»r-a, --:::c::cr. Agency
                                    •
       _  _._— _               -    .     .. ..,      .
      JELCDA                     •Aas.-.ir.gtcn.OC 20460
      <5rCrM   OSWER Directive Initiation Request
                                                                  9242.2-06a
                                   2. Originator Information
Name of Contact Person
 Betti  VanEpps
                                      Man Code
                                      5201G
                                           .Office
                                           ! OERR
. i eiecr.cr.e Ccce
 260-9760
      3. Title
       Resources for Preparing Independent Government  Estimates for Remedial Contracting
       Work Assignments
      4. Summary st Directive unciuce snel statement ct purpose)

       This memorandum provides information regarding the  availability of tools,  data bases,
       and assistance for  developing independent government estimates of the cost of work
       to be performed by  contractors for remedial work assignments.
      5. .
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              UNITED STATES ENVIRONMENTAL PROTECTION AGENCY
                         WASHINGTON, O.C. 20460
                                                       OFFICE OF
                                              SOLID WASTE AND EMERGENCY RESPONST
                  AUG  5
                                       OSWER Directive  9242.2-06a
MEMORANDUM
SUBJECT:  Resources for Preparing Independent Government
          Estimates for Remedial Contracting, Wattle Assignments
FROM:     Henry L. Longest II, Director
          Office of Emergency and Remediaesponse  (OS-200)

TO:       Director, Waste Management Division
               Regions I, iv, v, vil
          Director, Emergency and Remedial Response  Division
               Region II
          Director, Hazardous Waste Management Division
               Regions III, VI, VIII, IX
          Director, Hazardous Waste Division
               Region X
          Director, Environmental Services Division
               Regions I, VI, VII


PURPOSE

     To provide information regarding the availability of tools,
data bases, and assistance for developing independent government
estimates (IGEs) of the cost of work to be performed by
contractors for remedial work assignments (RI/FS, fD, and RA).

BACKGROUND

     The Office of Solid Waste and Emergency Response  (OSWER)
Directive 9242.2-06, dated January 31, 1992, requires that the
technical program office develop an independent government cost
estimate prior to the issuance of any new work assignment  (or
increase to an existing work assignment) expected to exceed
$25,000.  The IGE is then to be used by the Remedial Project
Manager/ Work Assignment Manager (RPM/WAM), Project  Officer,  and
Contracting Officer to negotiate the work plan budget with the
contractor and as documentation to support the resulting
negotiated agreements.

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                               -2-
OBJECTIVB

     The objective of this memorandum is to provide information
about the resources that are available for use in preparing IGEs
for remedial contracting work assignments.

IMPLEMENTATION

     The accuracy of an independent government estimate will
depend greatly upon the level of detail used to develop a
statement of work and the estimating tools and data used to
prepare the estimate.  IGEs can be developed for contract work
assignments using tools such as computer models and guidance,
working with regional IGE Coordinators, or by obtaining
estimating services from the U.S. Army Corps of Engineers (USACE)
or U.S. Bureau of Reclamation (UfBR).  These resources are
available and should be utilized.  The resources are further
described below.

     Estimating Tools and Data Bases

     A number of tools and data bases (of specific relevance to
the Superfund remedial program)  are available for use in
preparing IGEs for contractor work assignments.  Each tool or
data base is listed in the following table according to the phase
(RI/FS, RD, or RA) of the activity that would be assigned to the
contractor.  Other tools are being developed; the table will be
updated as they become available for your use.
 PHASE
   TOOL/DATA BASE
   INFORMATION
    CONTACT
 RI/FS
Scoper's Notes
(guidance document)
EPA/540/G-90/002
February 1990
(available in
Regions)	
Randy Breeden
HSCD/ROGB
(703) 308-8368
 RI/FS
Scheduling and Cost
Estimating Expert
System (SCEES)
(computer model)
OSWER Directive
9355.0-29
August 13, 1990
(distributed to
Regions)	
Randy Breeden
HSCD/ROGB
(703) 308-8368
 RD
Remedial Design
Scoping
(guidance document)
Being developed
by HSCD (draft to
Regions by
October 1992)
Kenneth Skahn
HSCD/DCMB
(703) 308-8355
 RA
M-CACES Gold
(computer model)
Being distributed
to Regions
Thomas Whalen
HSCD/DCMB
(703) 308-8345

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RA
RI/FS
R.V
RA
RI/FS
RD
RA
Bid Tabulation Data
Base
HAZRISK Cleanup
Mode Is ( c omput e r
models used to
validate cost
estimates)
Drinking Water and
Groundwater
Remediation Cost
Evaluation:
Granular Activated
Carbon
and/ or
Air Stripping
(computer models)
Unit Price Book
(prices for
equipment ,
materials, etc.)
Data base is
being updated w/
prices from
recent bids and
is available upon
request
Privately
love loped
(EPA may acquire
license within
the year)
Available for
purchase under a
Federal
Technology
Transfer Act
agreement from
Lewis Publishers,
Inc.
Chelsea, MI 48118
Included with
M-CACES G~ld
Kenneth Skahn
HSCD/DCMB
(703) 308-8355
Thomas Whalen
HSCD/DCMB
(703) 308-8345
Lewis Rossman
ORD/RREL
(513) 569-7603
Thomas Whalen
HSCD/DCMB
(703) 308-8345
     IGE Coordinators

     We believe it should be the responsibility of the WAM to
develop the IGE with assistance from the Region's IGE
Coordinator.  A number of Regions (III, IV, V and VI) have cost
estimators (as IGE Coordinators) to assist RPMs/WAMs in preparing
IGEs and to provide cost estimating training where appropriate.
An advantage in having cost estimators available to assist
RPMs/WAMs in developing cost estimates is in the ability to
achieve uniformity and quality in the end product, particularly
for large or complerf projects.  In other Regions, Project
Officers are available to assist the RPMs/WAMs.  We recommend
cross-Regional coordination between IGE Coordinators to compare
notes on the tools and data bases and to develop strategies for
improvement.  The following is a list of the Regional IGE
Coordinators or Project Officers who can be contacted for
assistance:
REGION
1
2
REGIONAL IGE COORDINATOR/
PROJECT OFFICER
Rick Leighton
Keith Moncino
PHONE NUMBER
(617) 573-9654
(212) 264-9300

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3
4
5
6
7
8
9
10
Lisa Marino
Bob Stewart
Tom Short
Rich Warrell
Glenn Celerier
Debi i-'orey
Jeff Mashburn
Rob Stern
Ken Erickson
Joanne LaBaw
(215) 597-8183
(404) 347-2930
(312) 353-8826
(214) 655-6720
(214) 655-8523
(913) 551-7593
(303) 294-7156
(415) 744-2339
(415) 744-2324
(206) 553-2594
     To make the process more effective, the RPM/WAM should first
develop a detailed Statement of Work  (SOW) and team with the IGE
Coordinator who then will review the SOW and suggest
improvements.  When the draft SOW is close to being final, the
RPM/WAM should contact the IGE Coordinator for assistance in
development of the IGE.  In addition to being more experienced
and able to point out some of the items of work that an RPM/WAM
might initially overlook, the IGE Coordinator will be able to
provide and/or track regional and contract specific trends in
costs associated with site surveys, sampling and analysis,
treatability studies, and other direct costs such as travel,
computer time, telephone, or equipment.  Above all, the IGE
Coordinator may be familiar with the cost estimating tools and
data bases that can best fit the circumstances.

     Interacrency Agreements (IAG1

     Both USACE and USBR have a number of experienced estimators
available to EPA for use in either developing cost estimates or
reviewing RA cost estimates that have been prepared by the design
contractors.  Simple lAGs can be drained to obtain their
assistance for all phases of remedial projects.  The USACE and
USBR have provided help in reviewing RD cost estimates prepared
by ARCS designers, and in estimating the cost of construction
change orders for ARCS supervised remedial action projects.
Regions are encouraged to make use of these resources.  Blanket
agreements can be developed that would eliminate the need to
process a separate IAG for each assignment.  Regional
Coordinators in the Design and Construction Management Branch can
help to establish the initial contact with the USACE or USBR.

     If you have any questions on the resources available for use
in preparing IGEs for remedial contracting work assignments, or
can suggest any additions to the resources listed above, please
contact Kenneth Skahn at (703) 308-8355.

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                               -5-

cc:  Don R. Clay, Assistant Administrator,  OSWER
     Ric" ird J. Guimond, Deputy Assistant Administrator,  OSWER
     Timothy Fields, Jr., Director, SRO
     Bruce Diamond, Director, OWPE
     Sylvia Lowrance, Director, OSW
     Walter Kovalick, Jr., Director, TIO
     James MaV"ris, Director, CEPPO
     David G-Coiiiior, Direct^  PCMD, OA

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