March 23, 1988

Appeal of

CARLA JANE MILLER

 

Under Contract No. HCR 71963

PSBCA No. 2150

 

Appearance for Appellant

Carla Jane Miller

 

Appearance for Respondent

L. Donell Blanchard, Esq.

 

OPINION OF THE BOARD

 

            This appeal is from the Contracting Officer's denial of Appellant's claim arising under her highway transportation contract with the United States Postal Service (Respondent) for additional compensation in the amount of $17,538.56.  This appeal is being processed under the Board's accelerated procedure of 39 C.F.R. §855.36.  Both parties have waived a hearing and submitted the appeal on the record.

FINDINGS OF FACT

            1.  Appellant, Carla Jane Miller, was awarded Contract No. HCR 71963 on November 12, 1983, for a term from November 26, 1983, to June 30, 1986 (Appeal File (AF) Tabs C-2, D-1).  The contract called for the transportation and box service of mail from Mount Ida, Arkansas (AF) to the junction of Highway 20 and Service Road, daily except Sundays and holidays (a yearly total of 304.07 trips), to approximately 439 boxes, with an estimated daily mileage of 107.3 (AF Tab C-6, 7).  The schedule incorporated into the solicitation and the contract showed a daily time for the route that extended over 9 hours, 15 minutes (AF Tab C-7).  Although not specified in the solicitation, the time on a yearly basis can be computed as 2,813 hours by multiplying the daily time by the annual number of trips (304.07).  The annual mileage, when a similar computation is made, was 32,779.  (See AF Tab C-7).

            2.  Appellant bid on the basis of 2,016 hours for herself (40 hours per week) and 416 hours for a helper (8 hours per week), using an hourly rate of $6.25 for both herself and her helper (AF Tab C-3).  The annual mileage was estimated by Appellant to be 32,771.2 miles at $.06 per mile, and the yearly fuel costs as $2,731.25, for an annual contract rate of $19,872.52 (id.).

            3.  The contract included PS Form 7407 (Oct. 1981), Basic Surface Transportation Services Contract General Provisions, which included a Claims and Disputes clause, and the following provisions relating to adjustments in contract compensation:

            "11.     Adjustment of Compensation.  --. . .

            (a)       (1)       Basis for Adjustment

                                    Contract compensation may be adjusted, by mutual                                                        agreement of the Contracting Officer and the Contractor in                                            accordance with the provisions of this clause and                                                     Management Instruction PO-530 81-4, August 18, 1981, as                          amended. . . which is hereby incorporated by reference.

*           *           *

            (b)       A change in compensation for any other contract not provided for in                 (a) above, shall be accomplished by a formal amendment to the                          contract.

 

            12.       Changes in Service

 

            (a)       Service Changes

                        (1)       Insignificant Minor Service Changes. --

                                    The Contracting Officer may, at any time, without consulting                                           the Contractor, issue orders directing the extension,                                                  curtailment, change in line of travel, revision of route, or                                        increase or decrease in frequency of service or number of                                                 trips and fixing an adjustment in the Contractor's                                                  compensation which increase the Contractors rate of pay by                                         no more than 1% or $1,000, whichever is less.  If the                                                             Contractor believes the increased costs of providing the                                               service required by the order exceeds the increase made in                                                 compensation, he may request an adjustment of                                                  compensation for the service change.

                        (2)       Other service changes.

                                    Service changes other than insignificant minor service                                       changes may be made if the terms of the change, including                                               increase or decrease in compensation, are agreed to by the                                               Contracting Officer and the Contractor.  Such changes shall                                                 be executed on Form 7406, Amendment to Transportation                                            Contract."  (AF Tab C-19, 20).

 

            4.  Pursuant to General Provision 11(a)(1) (see Finding 3), Management Instruction PO-530-82-6, Nov. 12, 1982, entitled "Highway Contracts-Economics Pay Adjustments-Advertised Contracts," was incorporated into Appellant's contract.  The Management Instruction (submitted by Respondent March4, 1988, as a supplemental Appeal File document (SAF)), provided in II A of its provisions that bid errors and omissions in the contracting cost statement are the contractor's responsibility, and adjustments will not be allowed.  It further barred during the first 13 accounting periods (of 28 days each) of a contract, or the first seven accounting periods of a renewal contract, adjustments to compensation, except for fuel price increases, increases due to wage determinations, or change in service (id.), II C).

            5.  By letter dated December 1, 1983, Appellant submitted a claim to Respondent's Contracting Officer for 381 hours of overtime and two hours extra help per day, in an amount said to total $7,371,88 (AF Tab B-3, Encl. 6, (SAF); App. Reply Br., Attach 5).  In the letter Appellant stated that nothing in the bid forms stated the number of hours per day required to perform the contract, or that two persons were required in the morning (id.).  She added that she was refused permission to inspect the route and to ride with the carrier before bidding (id.).

            6.  There is no evidence of a reply by Respondent to the claim dated December 1, 1983.  However, on the recommendation of the Mount Ida Postmaster, the contract was amended on February 25, 1984, to allow Appellant one additional hour per day (304 hours per year) for office time, which increased the annual contract amount by $1,900 to $21,797.52 (AF Tab D-1-10).  In making the recommendation, the Postmaster indicated in a memorandum dated January 25, 1984, that an informal survey showed the box count had increased by 18, and that all previous carriers had used two people to case the mail even though it was not required (AF Tab D-8). He made the recommendation that one hour per day be added for office time "even though I did my best to explain to all prospective bidders including (Appellant) just what was involved in carrying this route."  (Id.).

            7.  A subsequent amendment effective March 3, 1984, granted $292.48 additional compensation per year, and seven additional minutes because the route was extended 1.7 miles to serve five additional families (AF Tab D-15).  This increased the total per annum amount to $22,000 (id.).  Two later adjustments increased the annual amounts to $22,673, and $23,086 (see AF Tabs D-16, 17).

            8.  A box delivery contract route survey, dated September 19, 1985, showed an increase of 25 boxes on Appellant's route, and indicated that the office time and the time consumed for route delivery exceeded that reflected in the contract (AF Tab E-1, 2).  Thereafter, by route order effective September 28, 1985, Appellant was granted an additional $504 per annum, which brought the annual contract rate to $23,590 (AF Tab D-17).  This adjustment also added 10 minutes office time and eight minutes of route time (id.).

            9.  By letter dated November 16, 1985, to the Contracting Officer, Appellant requested to be paid for an additional 274 hours for extra help between December 24, 1983, and December 21, 1984, and an equal adjustment for the period from December 21, 1984, to the date of the letter (AF Tab B-3, Encl. 2 (SAF)).  There is no evidence of a reply by Respondent to this claim.

            10. On April 10, 1988, the Mount Ida Postmaster sent Appellant a renewal inquiry (PS Form 7445(Jan. 1983)) to determine if Appellant was interested in renewing the contract and, if so, to obtain certain needed information (AF Tab F-1).  Appellant responded on or about April 22, 1986, having checked boxes on the form indicating her wish to renew, and representing that she considered her contract to be owner-operated (AF Tab F-2).  She also completed and returned the requested cost statement (PS Form 7468-B (July 1975)) which reflected 33, 035 miles per year and 3,233 annual hours at $8.50 per hour, and a total yearly contract rate of $32,787.64 (AF Tab F-4).  Appellant subsequently amended her cost statement by reducing the rate for the contractor's wages to $6.67286 per hour, which reduced the annual contract rate to $27,135 (AF Tab G-8). 

            11. The renewal contract between Appellant and Respondent was executed on June 30, 1986, at the annual rate of $27,135 for a four-year term, July 1, 1986, to June 30, 1990 (AF Tab G-2).

            12. An order dated March 27, 1987, changed and restated the service by extending the route and adding 11 minutes to serve 15 additional families.  Appellant was granted $367 as additional annual compensation (AF Tab G-12-15).

            13. Appellant's claim dated August 18, 1987, is captioned "Compensation for extra help and Route reduction" and, in addition to making a claim under the renewal contract, appears to incorporate (by virtue of the enclosures (SAF)) the substance of her two previous claims.  In the letter Appellant states that she had planned not to renew her contract, but was misled by promises concerning a reduction of the route made by the Contracting Officer.  There is no evidence in the record concerning the alleged promise.  With regard to the additional compensation, Appellant enclosed a memorandum dated June 18, 1987, entitled "Additional Compensation for HCR 71963," from the Mount Ida Postmaster to the Transportation Management Office, in which the Postmaster recommended that consideration be given for additional compensation for the period of time commencing July 5, 1986, through April 10, 1987, for 304 hours, 48 minutes (rather than the 339 hours, 45 minutes claimed by Appellant) (AF Tab A-1, 2, 4; AF Tab B-3, Encl. 1 (SAF)).

            14. In a final decision dated August 27, 1987, the Contracting Officer denied Appellant's claim, setting forth the following reasons:

            "Solicitation 380-144-83 was issued on September 9, 1983, showing 2813   hours needed to operate the route.  Your bid worksheet dated October 1,   1983, showed only 2016 ours.  Postmaster Standridge explained to you        about the amount of time needed to operate the route before you         submitted your bid.  Your bid hours were 797 fewer than the schedule    showed."

 

            [The Contracting Officer reviewed the various adjustments to Appellant's         contracts, summarizing as follows]:

 

            ". . . there has been an increase in hours of 1272; increase in wages of           $7367.  Approximately 436 of the additional hours and $2500 of the wage          increase was due to service changes or economic increases.  We have             already added 836 to this contract that was not due to service changes,             since it was awarded to you."

 

            [The Contracting Officer also cited the Mount Ida Postmaster's observation    that]:

 

            "When you carry the route by yourself, the route is generally carried within       the allotted time.  Postmaster Standridge also states that you have extra   help come in almost every day although at times the mail volume doe not justify it."  (AF Tab B-1, 2).

 

            15. A timely appeal was filed with the Board.

            16. In the complaint Appellant describes her claim as consisting of 381 actual hours per year beyond those recognized in the contract, at $6.25 per hour, or $2,281.25 per year; 608 additional hours per year for extra help at $6.25, or $3,800 per year.  These amounts total $6,181.25, which is multiplied by 2.5 years to get $15,453.12, as a sub-total.  To that is added 304 hours at $6.86, or $2,085.44, for the period July 1986 through April 1987.  The total claimed is $17,538.56.

DECISION

            Although the parameters are not precisely articulated, the essence of Appellant's claim is that the time of performing her contractual obligations exceeded the amount on which she bid plus the adjustments granted by the Contracting Officer.  For the hours which exceeded those recognized in the contract Appellant claims entitlement at the hourly rate.  Appellant bid on the basis of 2,016 annual hours of her time, and 416 hours of a helper's time, asserting she was unaware of Respondent's estimate of 2,813 annual hours.

            The Contracting Officer in the decision appealed from finds that the Mount Ida Postmaster apprised Appellant of the time required for the route prior to bidding, and that, despite that information, she bid 797 fewer hours than the schedule showed.  The Postmaster in a memorandum prepared shortly after the award states that he advised all prospective bidders of the time required for the contract (see Finding 6).  Furthermore, the solicitation on which Appellant bid shown an average daily time for the route of 9 hours and 15 minutes, which when multiplied by the trips per year indicates that 2,813 annual hours would be required (Finding 1).

            This evidence establishes that Appellant either was aware or should have been aware of the time requirements for the contract when she bid.  In estimating only 2,016 annual hours for herself and 416 annual hours for a helper, Appellant either underbid the contract or overestimated her anticipated efficiency in performing the contract.

            During the initial term of the contract the Contracting Officer granted several increases in the amount of Appellant's compensation beyond those allowable because of service changes or economic adjustments.  While these equitable increases were not required under the contract, they were within the Contracting Officer's discretion, and served to ameliorate the effect of her underestimate of hours needed to perform the contract.  We conclude that with regard to the initial term of Appellant's contract (November 26, 1983, to June 30, 1986), there is no entitlement to any further adjustment of compensation.

            In view of this conclusion, it is unnecessary to address Respondent's argument that Appellant's claim under the initial contract is barred by an accord and satisfaction resulting from her execution of the renewal contract.

            Under the terms of the renewal contract, except for changes in service, or economic conditions beyond the contractor's control, no adjustments for cost changes are permissible during the first seven accounting periods, i.e., approximately 28 weeks (see Finding 4).  Because there is no evidence of a service change in connection with Appellant's claim under the renewal contract, there is no basis for any entitlement through mid-January 1987.  Beyond that date Appellant's evidence (corroborated by the Mount Ida Postmaster) is to the effect that she and her helpers expended more time to perform the contract than was reflected in her cost estimate when she agreed to the renewal.

            Appellant agreed to perform the services required by the renewal contract for the specified fixed price based on her estimate that 3,233 hours were required annually.  That Appellant's time to perform during this period was greater than she anticipated does not, of itself, establish a service change that would require an increase in compensation.  Since we found no other evidence of such a service change or other condition that would justify an adjustment, the last portion of Appellant's claim must also be denied.

            The appeal is denied.

 

James E. Lemert

Administrative Judge

Board Member

 

I concur

James A. Cohen

Administrative Judge

Chairman