toolness / calc

An estimator for hourly rates on professional services contracts

CALC

CALC (formerly known as "Hourglass"), which stands for Contracts Awarded Labor Category, is a tool to help contracting personnel estimate their per-hour labor costs for a contract, based on historical pricing information. The tool is live at https://calc.gsa.gov. You can track our progress on our trello board or file an issue on this repo.

Setup

To install the requirements, use:

pip install -r requirements.txt

Currently, CALC is a basic Django project. You can get started by creating a local_settings.py file (based off of local_settings.example.py) with your local database configuration, and running:

./manage.py syncdb

to set up the database. After that, you can load all of the data by running:

./manage.py load_data

From there, you're just a hop, skip and a jump away from your own dev server:

./manage.py runserver

If you are managing https://calc.gsa.gov, see https://github.com/18F/calc/blob/master/deploy.md.

Testing

To run all tests:

make test

To run only unit tests:

make test-backend

To run only Selenium tests:

make test-frontend

API

If you're interested in the underlying data, please see https://github.com/18F/calc/blob/master/updating_data.md

Rates API

You can access rate information at http://localhost:8000/api/rates/.

Labor Categories

You can search for prices of specific labor categories by using the q parameter. For example:

http://localhost:8000/api/rates/?q=accountant

You can change the way that labor categories are searched by using the query_type parameter, which can be either:

• match_words (the default), which matches all words in the query;
• match_phrase, which matches the query as a phrase; or
• match_exact, which matches labor categories exactly

You can search for multiple labor categories separated by a comma.

http://localhost:8000/api/rates/?q=trainer,instructor

All of the query types are case-insenstive.

Education and Experience Filters

Experience

You can also filter by the minimum years of experience and maximum years of experience. For example:

http://localhost:8000/api/rates/?&min_experience=5&max_experience=10&q=technical

Or, you can filter with a single, comma-separated range. For example, if you wanted results with more than five years and less than ten years of experience:

http://localhost:8000/api/rates/?experience_range=5,10

Education

The valid values for the education endpoints are HS (high school), AA (associates), BA (bachelors), MA (masters), and PHD (Ph.D).

There are two ways to filter based on education, min_education and education.

To filter by specific education levels, use education. It accepts one or more education values as defined above:

http://localhost:8000/api/rates/?education=AA,BA

You can also get all results that match and exceed the selected education level by using min_education. The following example will return results that have an education level of MA or PHD:

http://localhost:8000/api/rates/?min_education=MA

The default pagination is set to 200. You can paginate using the page parameter:

http://localhost:8000/api/rates/?q=translator&page=2

Price Filters

You can filter by price with any of the price (exact match), price__lte (price is less than or equal to) or price__gte (price is greater than or equal to) parameters:

http://localhost:8000/api/rates/?price=95
http://localhost:8000/api/rates/?price__lte=95
http://localhost:8000/api/rates/?price__gte=95

The price__lte and price__gte parameters may be used together to search for a price range:

http://localhost:8000/api/rates/?price__gte=95&price__lte=105

Excluding Records

You can also exclude specific records from the results by passing in an exclude parameter and a comma separated list of ids:

http://localhost:8000/api/rates/?q=environmental+technician&exclude=875173,875749

The id attribute is available in api response.

Other Filters

Other params allow you to filter by the contract schedule of the transaction, whether or not the vendor is a small business (valid values: s [small] and o [other]), and whether or not the vendor works on the contractor or customer site.

Here is an example with all three parameters (schedule, site, and business_size) included:

http://localhost:8000/api/rates/?schedule=mobis&site=customer&business_size=s

For schedules, there are 8 different values that will return results (case insensitive):

• Environmental
• AIMS
• Logistics
• Language Services
• PES
• MOBIS
• Consolidated
• IT Schedule 70

For site, there are only 3 values (also case insensitive):

• Customer
• Contractor
• both

And the small_business parameter can be either s for small business, or o for other than small business.