SCOAR_RFP_6913G619R200032_A0002_May_3,2019.pdf

(x)

6913G619R200032 x x copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted ; or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGEMENT TO BE RECEIVED AT

THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted , such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

x

6913G6

Cambridge MA 02142-1001 55 Broadway

VOLPE NAT'L TRANSPORTATION SYS CNTR

05/03/20190002

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

12. ACCOUNTING AND APPROPRIATION DATA (If required) is not extended.is extended, Items 8 and 15, and returning

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended , by one of the following methods: (a) By completing

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

FACILITY CODE CODE

10B. DATED (SEE ITEM 13)

10A. MODIFICATION OF CONTRACT/ORDER NO.

9B. DATED (SEE ITEM 11)

9A. AMENDMENT OF SOLICITATION NO.

CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code)

7. ADMINISTERED BY (If other than Item 6)CODE 6. ISSUED BY

PAGE OF PAGES

4. REQUISITION/PURCHASE REQ. NO.3. EFFECTIVE DATE2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO. (If applicable)

1. CONTRACT ID CODE

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

04/19/2019

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority) appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

E. IMPORTANT: Contractor is not, is required to sign this document and return __________________ copies to the issuing office.

ORDER NO. IN ITEM 10A.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

The purpose of this amendment is to:

1. Provide updates to the solicitation Sections L, M and Attachment J.2; specifically Sections L.5.2, L.5.3, L.5.4, L.7.2, M2.1, M.2.2 and Attachment J.2. All updates to Sections L, M and Attachment J.2 of the solicitation are provided in red font within the full sections of the solicitation document to quickly aid the reader in identifying the changes;

2. Extend the proposal due date to May 29, 2019 at 2:00 pm ET; and

3. Include responses the questions received via Attachment 1- SCOAR Request for Proposal

(RFP) Questions and Government Responses.

Continued ...

15A. NAME AND TITLE OF SIGNER (Type or print)

15C. DATE SIGNED 16B. UNITED STATES OF AMERICA 15B. CONTRACTOR/OFFEROR 16C. DATE SIGNED

(Signature of person authorized to sign) (Signature of Contracting Officer)

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

Mary E. Doherty

STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA

FAR (48 CFR) 53.243

NSN 7540-01-152-8070

Previous edition unusable

Except as provided herein, all terms and conditions of the document referenced in Item 9 A or 10A, as heretofore changed, remains unchanged and in full force and effect .

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

2 57

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

6913G619R200032/0002

Please acknowledge receipt of this amendment with the submission of your proposal.

All other terms and conditions of the solicitation remain unchanged

IT Related Pur: YES

Period of Performance: 08/01/2019 to 07/31/2023

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

Solicitation 6913G619R200032 SCOAR Amendment 0002 May 3, 2019

SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L.1. FAR 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

This solicitation incorporates one or more solicitation provisions by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. The Offeror is cautioned that the listed provisions may include blocks that must be completed by the Offeror and submitted with its quotation or offer. In lieu of submitting the full text of those provisions, the Offeror may identify the provision by paragraph identifier and provide the appropriate information with its quotation or offer. Also, the full text of a solicitation provision may be accessed electronically at these addresses:

FAR: http://www.acquisition.gov/far/index.html

Transportation Acquisition Regulation (TAR):

http://www.dot.gov/administrations/assistant-secretary-administration/transportation-acquisition-regulation-tar

L.2 FAR (48 CFR CHAPTER 1) - SOLICITATION PROVISIONS

NUMBER

52.204-7

TITLE

SYSTEM FOR AWARD MANAGEMENT

DATE

OCT 2018

52.214-34 SUBMISSION OF OFFERS IN THE ENGLISH APR 1991

LANGUAGE

52.214-35 SUBMISSION OF OFFERS IN U.S. CURRENCY APR 1991

52.215-1 INSTRUCTIONS TO OFFERORS-COMPETITIVE JAN 2017

ACQUISITION

52.215-16 FACILITIES CAPITAL COST OF MONEY JUN 2003

52.215-22 LIMITATIONS ON PASS-THROUGH CHARGES – OCT 2009

IDENTIFICATION OF SUBCONTRACTOR EFFORT

52.222-24 PRE-AWARD ONSITE EQUAL FEB 1999

OPPORTUNITY COMPLIANCE EVALUATION

52.222-46 EVALUATION OF COMPENSATION FOR FEB 1993

PROFESSIONAL EMPLOYEES

52.237-10 IDENTIFICATION OF UNCOMPENSATED OVERTIME MAR 2015

L.3 FAR (48 CFR CHAPTER 1) - FULL TEXT PROVISIONS

52.215-20 REQUIREMENTS FOR CERTIFIED COST OR PRICING DATA OR INFORMATION

OTHER THAN CERTIFIED COST OR PRICING DATA (OCT 2010) ALTERNATE I (OCT 2010)

a) Exceptions from certified cost or pricing data.

(1) In lieu of submitting certified cost or pricing data, offerors may submit a written request for exception by submitting the information described in the following subparagraphs. The Contracting Officer may require additional supporting information, but only to the extent necessary to determine whether an exception should be granted, and whether the price is fair and reasonable.

http://www.acquisition.gov/far/index.html http://www.acquisition.gov/far/index.html http://www.dot.gov/administrations/assistant-secretary-administration/transportation-acquisition-regulation-tar

(i) Identification of the law or regulation establishing the price offered. If the price is controlled under law by periodic rulings, reviews, or similar actions of a governmental body, attach a copy of the controlling document, unless it was previously submitted to the contracting office.

(ii) Commercial item exception. For a commercial item exception, the offeror shall submit, at a minimum, information on prices at which the same item or similar items have previously been sold in the commercial market that is adequate for evaluating the reasonableness of the price for this acquisition. Such information may include –

(A) For catalog items, a copy of or identification of the catalog and its date, or the appropriate pages for the offered items, or a statement that the catalog is on file in the buying office to which the proposal is being submitted. Provide a copy or describe current discount policies and price lists (published or unpublished), e.g., wholesale, original equipment manufacturer, or reseller. Also explain the basis of each offered price and its relationship to the established catalog price, including how the proposed price relates to the price of recent sales in quantities similar to the proposed quantities;

(B) For market-priced items, the source and date or period of the market quotation or other basis for market price, the base amount, and applicable discounts. In addition, describe the nature of the market;

(C) For items included on an active Federal Supply Service Multiple Award Schedule contract, proof that an exception has been granted for the schedule item.

(2) The offeror grants the Contracting Officer or an authorized representative the right to examine, at any time before award, books, records, documents, or other directly pertinent records to verify any request for an exception under this provision, and the reasonableness of price. For items priced using catalog or market prices, or law or regulation, access does not extend to cost or profit information or other data relevant solely to the offeror’s determination of the prices to be offered in the catalog or marketplace.

(b)

(1) The offeror shall submit certified cost or pricing data, data other than certified cost or pricing data, and supporting attachments in the following format:

See paragraph L.6, Cost and Business Proposal Instructions, and the Cost and Business Proposal Checklist and Schedules provided in Section J, Attachments J.7 and J.8 for the Contract and the Cost Proposal Schedules.

By submitting your proposal, you grant the Contracting Officer or an authorized representative the right to examine records that formed the basis for the pricing proposal. That examination can take place at any time before award. It may include those books, records, documents, and other types of factual data (regardless of form or whether the data are specifically referenced or included in the proposal as the basis for pricing) that will permit an adequate evaluation of the proposed price.

(2) As soon as practicable after agreement on price, but before contract award (except for unpriced actions such as letter contracts), the offeror shall submit a Certificate of Current Cost or Pricing Data, as prescribed by FAR 15.406-2.

52.216-1 -- TYPE OF CONTRACT (APR 1984)

The Government contemplates award of an indefinite-delivery/indefinite-quantity (IDIQ) type contract with issuance of cost plus fixed fee, firm fixed price, and time-and-material/labor hour task orders resulting from this solicitation.

52.233-2 SERVICE OF PROTEST (SEP 2006)

(a) Protests, as defined in Section 31.101 of the Federal Acquisition Regulation, that are filed directly with an agency, and copies of any protests that are filed with the Government Accountability Office (GAO), shall be served on the Contracting Officer (addressed as follows) by obtaining written and dated acknowledgment of receipt from:

U.S. Department of Transportation/OST-R/Volpe National Transportation Systems Center Attn: Mary Doherty, Contracting Officer, V-220 55 Broadway Cambridge, MA 02142-1001

(b) The copy of any protest shall be received in the office designated above within one day of filing a protest with the GAO.

L.4 GENERAL INFORMATION

L.4.1 EXCLUSION FROM MAKING AN OFFER (SEP 2015)

All Prime support service contractors that have current contracts with the Volpe Center are urged to read their contracts for guidance as to whether they are precluded from award as a Prime contractor or subcontractor under this SCOAR solicitation. Contractors may not act as both a Prime Contractor and a Subcontractor under this solicitation. Proposals involving such teaming arrangements will be excluded from consideration.

L.4.2 MULTIPLE OFFERS (APR 2019)

Offerors may submit an offer for CLIN 0100 and/or CLIN 0200. If an Offeror chooses to offer on both CLINs 0100 and 0200, the offers shall be submitted separately and each offer shall individually address requirements of this solicitation.

Each offer submitted for CLIN 0100 will be evaluated separately.

Each offer submitted for CLIN 0200 will be evaluated separately.

L.4.3 PROPOSAL IDENTIFICATION

For ease of reference, in this solicitation, the part of an Offeror’s submission covering factors other than Cost (i.e., Technical Understanding, Management Approach, Staffing, Transition, and Past Performance), are referred to as the “Technical Proposal.”

L.4.4 AWARD WITHOUT DISCUSSIONS

The Government intends to evaluate proposals and award the CLIN 0100 and CLIN 0200 SCOAR IDIQ contracts and Task Order 0001 CLIN 0100 Transition and CLIN 0200 Transition based on the initial offer in accordance with FAR 52.215-1(f)(4). However, the Government reserves the right to hold discussions if determined necessary.

It is particularly important that each Offeror be fully responsive in providing its best offer initially since there may be no opportunity to revise the proposal at a later date. Offerors must complete the Cost and Business Proposal Checklist (Attachment J.6). Offerors’ initial proposals will be reviewed to determine whether the proposal satisfies the requirements of the solicitation. Failure of Offerors to respond to or follow the instructions regarding the organization and content of the proposal volumes may result in the entire offer being eliminated before initial evaluation and from further consideration.

An incomplete Cost and Business Proposal will impede and may preclude the CO from performing an analysis to determine probable cost to the Government and the reasonableness of the proposed costs. An incomplete or deficient proposal that precludes the CO from completing a meaningful cost analysis, determining probable cost, or establishing the reasonableness of proposed costs may be eliminated from further consideration.

Offerors should resolve questions or issues about terms and conditions of the solicitation before the due date for and submission of proposals. An Offeror that takes exception to any term or condition of the solicitation in its proposal may be eliminated from consideration particularly if award is made without discussions.

L.4.5 INQUIRIES

Any questions, clarification requests, or other inquiries pertaining to the final solicitation must be submitted no later than 11:59 PM, ET on Wednesday, May 1, 2019. Any questions received after this date will be answered only if determined by the CO to be in the best interest of the Government.

All written inquiries must be submitted by email to kyla.mckinstry@dot.gov and must include the solicitation number (6913G619R200032) in the subject line. Inquiries that pertain to a specific area of the solicitation must identify the section and paragraph to which the inquiry pertains.

NO ORAL INQUIRIES WILL BE ANSWERED. No questions, clarification request or other inquiries of any nature or form may be directed to technical personnel.

Any additions, deletions, or changes to this solicitation will be made in the form of a written amendment to the solicitation. Each amendment will be identified by number and receipt thereof must be acknowledged by the Offeror. Consistent with the issuance of the solicitation, amendments will be posted on the Federal Business Opportunities (FBO) website (http://www.fbo.gov). Prospective Offerors are advised that, unless this solicitation is amended in writing, it will remain unchanged.

L.46 PRE-PROPOSAL WEBINAR

A pre-proposal webinar for all prospective Offerors will be held, on Monday, April 29, 2019, at 10:00 A.M., ET. The pre-proposal webinar will consist of presentations relevant to the requirements of the solicitation.

Each prospective Offeror shall register for the webinar. If an Offeror would like to view and listen to the webinar, please forward the Offeror’s representative’s name, address, and e-mail address to: Kyla.McKinstry@dot.gov no later than 3:00 PM, ET on Monday, April 22, 2019.

Failure of a prospective Offeror to attend the webinar will be construed to mean that the Offeror fully understands all requirements of the solicitation. Prospective Offerors are advised that the pre-proposal webinar will be held solely for the purpose of discussing the specifications, terms, and conditions for this solicitation. All prospective Offerors are advised that, unless this solicitation is amended in writing, it will remain unchanged.

mailto:kyla.mckinstry@dot.gov http://www.fbo.gov/ mailto:Kyla.McKinstry@dot.gov

L.4.6 COST AND BUSINESS PROPOSAL REVIEW

The Government may at its sole discretion utilize one or more Contractors to assist in the review of Cost and Business Proposals. Contractors reviewing proposals and supporting documentation are required to safeguard all proprietary data and complete non-disclosure and conflict of interest statements. By submitting a proposal, the Offeror agrees to permit these contractors to view proposal information to the extent necessary to provide support to the Government’s proposal review process.

L.4.7 SUBCONTRACT CONSENT

The CO’s written consent is required for a Contractor to enter into subcontracts in accordance with FAR clause 52.244-2, “Subcontracts,” and in accordance with Section H, Part I. The Contractor shall notify the CO reasonably in advance of placing any subcontract or modification thereof, including the information identified in FAR clause 52.244-2 (e)(1). Each request for subcontract consent package, if required, must be submitted to the CO by the proposal due date.

L.4.8 CONSISTENCY BETWEEN THE TECHNICAL PROPOSAL AND COST AND BUSINESS

PROPOSAL

Offerors are required to demonstrate consistency between the labor costs shown in the Cost and Business Proposal and the salaries of the persons whose resumes are submitted in the Technical Proposal. All aspects of the Technical Proposal that impact cost, whether the cost treatment is direct or indirect, shall be identified in the Cost and Business Proposal.

Offerors shall identify in the Cost and Business Proposal those persons whose resumes were provided in accordance with Section L.

L.4.9 PROPOSAL VALIDITY

All proposals submitted in response to this solicitation shall be binding on the Offeror for a minimum of 180 calendar days following the closing date of the solicitation. Any proposal offering less than 180 calendar days for acceptance may be rejected. By signing and submitting the proposal, the Offeror affirms that its proposal is valid for a minimum of 180 calendar days from the closing date of the solicitation. See block 12 of the SF 33.

L.5 GENERAL INSTRUCTIONS FOR TECHNICAL PROPOSAL AND COST AND BUSINESS

PROPOSAL PREPARATION

L.5.1 PROPOSAL MARKING

To facilitate proper handling of the offer or amendment thereof, it is imperative that the outmost envelope/packaging that contains the offer/amendment be addressed in the format presented in the “Issued by” block (block 7) of the Standard Form 33 (page 1 of the solicitation). Packages must be clearly labeled with the solicitation number including either CLIN 0100 or CLIN 0200 and with a statement that the contents are “Proposal Data – To Be Opened by Addressee Only.”

L.5.2 PROPOSAL ORGANIZATION

Offerors are required to submit their proposals seperatetly for CLIN 0100 or CLIN 0200 in two separate volumes.

Each volume should be complete in itself so that evaluation of each part may be accomplished concurrently and evaluation of non-cost factors may be made strictly on the basis of technical merit.

VOLUME I – COST AND BUSINESS PROPOSAL

This volume shall be submitted in the following three clearly labeled sections:

Section 1: Solicitation Documents This section shall include the Offeror’s completed and signed Standard Form (SF) 33 (page 1 of the solicitation); acknowledgement of any amendments to the solicitation; and Representations, Certifications, and Other Statements of Offerors (see Section K of the solicitation) in accordance with the instructions provided in Section L.

Section 2: Information Other than Cost and Pricing Data This section shall include the Offeror’s signed Proposal Cover Sheet, the completed Cost and Business Proposal Checklist and Schedules, and information other than cost and pricing data in accordance with the instructions provided in Section L.

Section 3: Business Proposal This section shall include the Offeror’s Cost Control Plan, Subcontract Consent Information and Documentation, Small Business Subcontracting Plan (for other than small business concern), Conflict of Interest Statement, Identification of Subcontracted Effort, and Master Contract Cost/Busniess Proposal Checklist.

VOLUME II – TECHNICAL PROPOSAL

This volume shall be submitted in one binder for CLIN 0100 or one binder for CLIN 0200 with the following:

CLIN 0100: five clearly labeled sections and subsections:

Section 1 – Technical Understanding

Section 2 – Management Approach

a. Contract Management Approach

b. Management Approach for Task Order

Section 3 – Staffing

a. Staffing Resumes

b. Staffing Plan

Section 4 - Transition

Section 5 – Past Performance

CLIN 0200: five clearly labeled sections and subsections:

Section 2 – Management Approach

Section 3 – Staffing

Section 4 – Transition (Task Order 1)

Section 5 – Past Performance

VOLUME III – ORAL PRESENTATION SLIDES

This volume shall be submitted in one binder for CLIN 0100 or one binder for CLIN 0200 with the following:

CLIN 0100 shall consist of four separate sections:

Section 1- Contract Technical Understanding

Section 2- Management Approach

Section 3: Staffing

Section 4- Transition.

CLIN 0200 shall consist of three separate sections:

Section 1- Contract Technical Understanding

Section 2- Management Approach

Section 3: Transition

L.5.3 PROPOSAL SUBMISSION INSTRUCTIONS

1) Proposals are due no later than 2 PM on Wednesday May 29, 2019 Tuesday, May 21, 2019.

2) Proposals shall be delivered to the following address:

United States Department of Transportation OST-R/Volpe National Transportation Systems Center Attn: Kyla McKinstry, V-222 55 Broadway Cambridge, MA 02142-1001

Note: Only hardcopies (along with a virus-free CD – electronic version of the Cost/Business Proposal) of proposals will be accepted.

3) When proposals are hand-carried or sent by courier service, the Offeror assumes full responsibility for ensuring that the offer is received at the address designated above on or before the specified due date and time for submission of proposals. All proposals must be closed and sealed for mailing, and complete proposal identification information must be identified on the sealed envelope/package. Please note that there are no provisions for acceptance of late offers sent by overnight courier service (except U.S. Postal Service Express Mail), regardless of the date of mailing.

4) Each volume of the proposal shall be contained in a separate binder of minimum size to adequately contain the material. A binder cover sheet shall be affixed to the outer cover of each volume, clearly identifying each volume by volume number, copy number, the solicitation number, date of submission, and the Offeror's name. Tab indexing shall be used to identify all sections within a particular proposal volume. There shall be no writing on the tab index pages other than writing required to identify the particular section.

5) Prices and dollar values shall be stated only in the Cost and Business Proposal (Volume I) and shall be omitted from the Technical Proposal (Volume II).

L.5.4 COPIES

Each Offeror must submit one original and two copies of the Cost and Business Proposal (Volume I), and one original and six copies of the Technical Proposal volume (Volume II) and one original and six copies Oral Presentation Slides (Volume III) . Original documents shall be clearly identified as such. The Technical Proposal and Oral Presentation Slides must be submitted on a virus-free CD in Adobe Acrobat (or compatible format).

The Cost and Business Proposal Schedules must also be submitted on a virus-free CD in Microsoft Excel 2010 (or compatible format) and any narrative must be submitted in Microsoft Word 2010 (or compatible format). The Microsoft Excel file must not contain any protected cells so that the Government may verify that the calculations were done correctly. Each CD must be marked with the Offeror’s name and solicitation number. Offerors should ensure that their subcontractors also submit the required number of copies even if the subcontractor sends its proprietary proposal data directly to the Government. Subcontractors must also provide their Cost and Business Proposal Schedules on a virus-free CD in Microsoft Excel 2010 (or compatible format) and any narrative must be submitted in Microsoft Word 2010 (or compatible format). Subcontractor CDs must also be labeled with the Subcontractor Name, Offeror Name, and solicitation number.

L.5.5 PROPOSAL FORMAT

This section specifies the format in which proposals shall be prepared. The intent is to ensure a certain degree of uniformity in the format of proposals to facilitate proposal evaluation.

1. Page Size, Margins, and Text

The Offeror’s Technical Proposal (Volume II) shall be prepared on standard 8.5 x 11-inch pages in portrait orientation. The proposal pages shall be consecutively numbered and printed double sided. Each page must have a one-inch margin at the top, bottom, and on each side. Page numbers, notations of proprietary information, and any other identifying information printed on each page are excluded from the margin requirement. Text font must be no smaller than 11 point and average no more than 14 characters per inch and 6 lines per inch (reduction is not permitted). Exceptions to these restrictions are text included on figures, charts, and/or matrices, which may be reduced to 8 point. Should the Offeror require fold-out pages, one fold-out page shall not exceed either 8.5 x 22 inches or 17 x 11 inches (which when folded in half would be no larger than 8.5 x 11 inches). The fold-out will count as two pages.

Failure to furnish complete information in the format requested may cause an Offeror to receive a low rating or to be determined unacceptable.

2. Page Limits

The maximum number of pages that may be submitted for each volume is as follows:

Volume I: Cost and Business Proposal: No page limit.

Volume II: Written Technical Proposal:

CLIN 0100 - Comprehensive Technical Support Services

The Offerors response to this section is limited to 15 pages.

Section 2 – Management Approach The Offerors response to this section is limited to 8 pages.

Section 3 – Staffing The Offerors response to this section exclusive of resumes is limited to 6 pages. Resumes should be limited to 2 pages per resume.

The proposed transition approach and plan is limited to 8 pages for the Draft Transition plan and 2 pages for the Transition Manager resume.

Section 5 – Past Performance The total page limit for the list of five most relevant contracts, covering prime contractor and subcontractors is 10 pages. This page limit includes information on the problems encountered on the contracts and corrective action(s) taken (if any). There is no page limit for past performance reports or for any information submitted by the Offeror to demonstrate that it has made its best efforts to ensure that references provide past performance reports to the Volpe Center.

CLIN 0200– Independent Technical Support Services

The Offerors response to this section is limited to 15 pages.

Section 2 – Management Approach The Offerors response to this section is limited to 8 pages.

Section 3 – Staffing The Offerors response to this section exclusive of resumes is limited to 6 pages. Resumes should be limited to 2 pages per resume.

The proposed transition approach and plan is limited to 8 pages for the Draft Transition plan and 2 pages for the Transition Manager resume.

Section 5 – Past Performance The total page limit for the list of five most relevant contracts, covering prime contractor and subcontractors is 10 pages. This page limit includes information on the problems encountered on the contracts and corrective action(s) taken (if any). There is no page limit for past performance reports or for any information submitted by the Offeror to demonstrate that it has made its best efforts to ensure that references provide past performance reports to the Volpe Center.

3. Binders

Each volume must consist of loose leaf pages in binders that can be easily opened and closed. The spine of the binders should be free of labels and markings. Each binder must include a cover page affixed to the outside of the binder. The cover page, which shall not count against the proposal page limitations, must include the following information:

a) Solicitation number: 6913G619R200032, label with CLIN 0100 or CLIN 0200

b) Proposal title and volume number (i.e., Cost and Business (Volume I) or Technical Proposal (Volume II))

c) Offeror’s name and mailing address

d) Copy number

Each binder must also contain a title page, which shall not count against the proposal page limitations. The title page must include the following information:

a) Solicitation number: 6913G619R200032

b) Proposal title and volume number

c) Offeror’s name, mailing address, telephone number, and email address

d) Authorized signatures (the title page for each volume shall be signed by an official authorized to bind the

Offeror)

L.6 COST AND BUSINESS PROPOSAL – INSTRUCTIONS TO OFFERORS

L.6.I INTRODUCTION

As stated previously in this Section, the Government intends to award one master contract for CLIN 0100 and one master contract for CLIN 0200 and one transition task order for CLIN 0100 and one for CLIN 0200 based on initial offers without discussions as provided in FAR 52.215-1(f)(4). The Offeror is advised that failure to follow the instructions, provide the required schedules, and include thorough and convincing supporting documentation may result in the rejection of its offer. A proposal that is incomplete may be eliminated from further consideration or be assigned a higher level of risk. During its evaluation, the Government may request clarifications; i.e., the correction of minor omissions or errors that do not alter the offer.

To facilitate Cost and Business Proposal preparation, a proposal cover sheet, a checklist, and a set of cost schedules are provided for the Prime Offeror and subcontractors (see Section J Attachment J.8 Schedule 1). The cover sheet, checklist and schedules must be completed and submitted as part of the Offeror’s Cost and Business Proposal.

The Cost and Business Proposal (Volume I) must be complete and stand on its own. All information related to cost or pricing must be included in Volume I of the proposal. Under no circumstances shall cost or pricing data be included in the Technical Proposal (Volume II). The Offeror is advised that inclusion of cost and pricing data in the Technical Proposal may result in the elimination of its offer.

Each Offeror is instructed to prepare its Cost and Business Proposal in sufficient detail to permit a thorough and complete evaluation by the Government without additional correspondence or communication with the Offeror. It is the Offeror’s responsibility to ensure that it provides supporting documentation, historical information, and/or sound logical projections to support all aspects of its proposal with its initial offer so that the Government can accomplish the following objectives without further dialogue:

• Evaluate “cost realism” as defined in FAR 15.404-1(d);

• Calculate probable cost in accordance with FAR 15.404-1(d) for use in best value determination;

• Provide the Government with cost and fixed fee information that will facilitate contract and task order issuance;

• Evaluate the Offeror’s Professional Compensation Plan in accordance with FAR 52.222-46;

• Evaluate Uncompensated Overtime in accordance with FAR 52.237-10; and

• Ensure the Government that the Offeror has the ability to monitor and control costs during performance.

Proposals must be structured in accordance with the instructions contained herein. The proposal may be rejected should the Offeror or its subcontractor(s) fail to follow the proposal preparation instructions.

L.6.II COST AND BUSINESS PROPOSAL CONTENT

The Offeror’s Cost and Business Proposal (Volume I) for CLIN 0100 or CLIN 0200 shall consist of the following three sections:

SECTION 1 – SOLICITATION DOCUMENTS

In this section, the Offeror shall submit the following information:

• Completed and signed Standard Form (SF) 33 (page 1 of the solicitation);

• Acknowledgement of any amendments to the solicitation; and

• Representations, Certifications, and Other Statements of Offerors (see Section K of the solicitation).

The Offeror shall complete and sign the SF 33 (page 1 of the solicitation) including acknowledgment of any amendments. Information provided in the SF 33 (DUNS, address, TIN, etc.) must be that of the Offeror’s business segment submitting the proposal. The Offeror must also complete the Representation, Certifications, and Other Statements of Offerors in accordance with Section K of the solicitation.

SECTION 2 – INFORMATION OTHER THAN COST AND PRICING DATA

In this section, the Offeror shall submit the following information:

• Signed Proposal Cover Sheet o Attachment J.5, Master Contract Cost Proposal Cover Sheet

• Completed Cost and Business Proposal o Contract Cost/Business Proposal o Completed Schedules in Section J Attachment J.8

• Information other than cost and pricing data (as set forth below).

The Offeror shall submit the signed proposal cover sheet, checklist, schedules, and information other than cost and pricing data as described below. Summary data shall be placed on the proposal cover sheet and the information provided in Section J Schedules will support the data submitted. Refer to subparagraph b. below regarding subcontractor completion of the schedules. The checklist and schedules may be modified to accommodate the Offeror’s indirect rate structure. Offerors may modify the schedules (font size, portrait orientation, etc.) provided the requested information is furnished in a similar format. The Offeror is responsible for all calculations in the schedules. The Offeror should ensure consistency between the Technical Proposal and the Cost and Business Proposal.

All costs, rates, factors, assumptions, and calculations must be shown and supporting rationale and documentation must be included. The Offeror must provide a narrative that addresses each cost element and methodology.

a. Performance Period

Contract

The following performance periods shall be used for the purpose of preparing the Cost and Business Proposal, this period beings after the 60 day transition:

b. Subcontracts

Contract Period 1

Contract Period 2

Contract Period 3

Contract Period 4

Contract Period 5

10/01/2019 – 12/31/2019

01/01/2020 – 12/31/2020

01/01/2021 – 12/31/2021

01/01/2022 – 12/31/2022

01/01/2023 – 9/30/2023

It is the Government’s expectation that the successful Offeror, with its subcontractors, will begin transition under the applicable Task Order 1 for CLIN 0100 and Task Order 1 for CLIN 0200 immediately after award and move to full task order performance in accordance with the above performance periods. If subcontract consent is not possible at time of award, an Offeror may face performance risk and, therefore, may jeopardize its award. The Offeror should be mindful of this as it selects its subcontracting team, assembles its Cost and Business Proposal, and reviews the subcontract packages. It is the responsibility of the Prime Offeror to review and evaluate subcontract proposals and accompanying data and furnish the results of such review to the Government as part of the cost submission, regardless of whether the details are provided to the Prime Offeror or separately to the Government. The Prime Offeror’s review should be as detailed as the information provided by the subcontractor directly to the Prime Offeror.

It is expected that subcontracts will be either Firm Fixed Price, Time-and-Material (T&M) or cost-type subcontracts. Small dollar value “consultant type” subcontracts may be T&M. Larger dollar value subcontracts should be cost type unless the subcontractor’s accounting system has not been reviewed by a Government audit agency (such as DCAA or DCMA) and determined by the CO to be adequate for determining costs under a cost reimbursement contract. Prime Offerors should follow the guidance in FAR Part 16. For example, those Prime Offerors contemplating T&M subcontracts shall follow the procedures specified in FAR Subpart 16.6.

A subcontractor’s accounting system must have been reviewed by a Government audit agency (such as the DCAA or DCMA) and determined by the CO to be adequate for determining costs under a cost reimbursement contract before consent may be given for a cost-type subcontract. The Government will obtain accounting system reviews for cost-type subcontractors after task order award, but those reviews may take a minimum of 120 days. In the interim, the CO may consent to a T&M subcontract until the acceptability of the accounting system can be established. The Offeror must address all aspects of anticipated subcontract consent. Offerors should consider what type of consent each subcontractor is eligible for when establishing subcontracting teams. If a subcontractor’s accounting system has been reviewed by a Government audit agency (such as the DCAA or DCMA) and determined by the CO to be adequate for determining costs under a cost reimbursement contract, the subcontractor’s proposal must be submitted as a CPFF-type subcontract.

Cost-type subcontractors, regardless of the subcontract value, must follow the same proposal preparation instructions, complete the Cost and Business Proposal cover sheet, checklist, and cost schedules, and meet the same requirements for the Cost and Business Proposal as the Prime Contractor except for those sections that clearly have no applicability to a subcontractor. Cost-type subcontractors are NOT required to complete Section J, Contract Cost Proposal Schedules 6, 7, 8, 9 and 10. Cost-type subcontracts shall be adequately documented to facilitate the Government’s complete and meaningful review. If the subcontractor’s accounting system has not been reviewed by a Government audit agency and determined by the CO to be adequate for determining costs under a cost reimbursement-type contract, the cost-type subcontractor should describe its accounting system characteristics and state what actions it has taken to ensure the system will be recommended for approval by the CO when audited by a Government audit agency.

T&M subcontractors should not use the Cost and Business Proposal schedules. Consent for subcontracts of this type may be given based on either cost build-up or the commerciality of the billing rates. For consent based on cost build-up, details of each cost element must be provided (i.e., direct labor, overhead, General and Administrative (G&A)). Each cost element should be supported and explained. The application of a reasonable profit rate is expected. Include a signed statement that the offered rate is the “most favored customer rate” or explain why the most favored customer rate was not provided.

For consent based on commerciality of the billing rates, the Offeror must provide information and statistical data demonstrating the use of the billing rates in substantial quantities under like circumstances to the non- Government public. It is the Offeror’s and/or the subcontractor’s responsibility to convince the Government that the subcontractor’s billing rates are commercial rates. Include a signed statement that the offered rate is the “most favored customer rate” or explain why the most favored customer rate was not provided. The Offeror must include rates for all performance years and justify any escalation to out years.

c. Staffing

Administrative labor must be estimated by each Offeror and subcontractor because different accounting practices will impact the hours required. The types of labor activities and the rationale for the estimate must be included. The Offeror shall ensure that estimates for administrative functions such as contract administration, subcontract administration, clerical activity, work status reporting, financial reporting, and project reporting are included in its proposal if direct recovery is anticipated. Administrative labor that is not described and priced in the Cost and Business Proposal will not be billable during task order performance without prior CO approval.

The Offeror must provide convincing documentation if it proposes personnel who are not its employees;

otherwise, its proposal may be assigned higher risk. This information must be consistent with the staffing approach described in the Technical Proposal. If a significant percentage of the incumbent’s staff is expected to be retained, the Offeror should describe how those employees will be integrated. This includes, for example, information about whether the staff will be hired at current salaries and whether fringe benefit seniority will be grandfathered, etc.

For individuals for whom resumes are provided as part of the Offeror’s staff, signed Letters of Intent are required for each individual currently not employed by the company under which such individual is proposed.

The signed Letters of Intent must include the salary at which the individual has agreed to be hired should the Offeror be selected for award. The signed Letters of Intent should be included in the Cost and Business Proposal. Similar Letters of Intent, excluding salary information, are required as part of the Technical Proposal.

The Government’s current best estimate of direct labor hours, by labor category, required to perform the work for CLIN 0100 and CLIN 0200 are provided in the tables below. For proposal purposes, the Offeror shall use the following Government estimates for labor hours by labor category (See Section J Attachment J.8 Schedules 3 and 4) :

CLIN 0100 Labor Hours

Labor Category Contract

(10/1/2019 – 12/31/2019)

Contract Period 2 (Calendar Year 2020)

Contract Period 3 (Calendar Year 2021)

Contract Period 4 (Calendar Year 2022)

Contract Period 5 (1/1/2023 – 9/30/2023)

Total

Program Manager 470 1,880 1,880 1,880 1,410 7,520 Financial Manager 470 1,880 1,880 1,880 1,410 7,520 ORA Department Manager

118 470 470 470 353 1,880

(10/1/2019 – 12/31/2019)

Contract Period 2 (Calendar Year 2020)

Contract Period 3 (Calendar Year 2021)

Contract Period 4 (Calendar Year 2022)

Contract Period 5 (1/1/2023 – 9/30/2023)

Total

Communcations Department Manager

118 470 470 470 353 1,880

Human Resource Manager

470 1,880 1,880 1,880 1,410 7,520

Contracts Manager

470 1,880 1,880 1,880 1,410 7,520

PMO Support 1,400 5,600 5,600 5,600 4,200 22,400 Professional Analyst

7,500 30,000 30,000 30,000 22,500 120,000

Professional Specialist

5,000 20,000 20,000 20,000 15,000 80,000

Senior Analyst 10,000 40,000 40,000 40,000 30,000 160,000 Senior Specialist 10,000 40,000 40,000 40,000 30,000 160,000 Middle Analyst 8,750 35,000 35,000 35,000 26,250 140,000 Middle Specialist 7,500 30,000 30,000 30,000 22,500 120,000 Junior Analyst 10,000 40,000 40,000 40,000 30,000 160,000 Junior Specialist 6,250 25,000 25,000 25,000 18,750 100,000 Total Level of Effort

68,515 274,060 274,060 274,060 205,545 1,096,240

CLIN 0200 Labor Hours

(10/1/2019 – 12/31/2019)

Contract Period 2 (Calendar Year 2020)

Contract Period 3 (Calendar Year 2021)

Contract Period 4 (Calendar Year 2022)

Contract Period 5 (1/1/2023 – 9/30/2023)

Total

Program Manager 470 1,880 1,880 1,880 1,410 7,520 PMO Support 470 1,880 1,880 1,880 1,410 7,520 Professional Analyst

470 1,880 1,880 1,880 1,410 7,520

Professional Specialist

235 940 940 940 705 3,760

Senior Analyst 1,175 4,700 4,700 4,700 3,525 18,800 Senior Specialist 1,292 5,170 5,170 5,170 3,878 20,680 Middle Analyst 235 940 940 940 705 3,760 Middle Specialist 705 2,820 2,820 2,820 2,115 11,280 Junior Analyst 235 940 940 940 705 3,760 Junior Specialist 235 940 940 940 705 3,760 Total Level of Effort

5,522 22,090 22,090 22,090 16,568 88,360

d. Direct Labor

The Offeror must clearly show all calculations used to compute the proposed direct labor rates and provide the basis and rationale for the labor rates proposed (e.g., company-wide bidding rates, current salary data for named individuals, survey data, or anticipated new hires, etc.). Labor rates that are not fully and convincingly presented and explained may be considered a risk and the Government’s determination in probable cost could be adjusted through cost realism. In addition, the Offeror must show how company labor categories are mapped to the solicitation labor categories, explain the approach, and show how the labor category definitions and personnel qualifications provided in Section J, Attachment J.2, relate to the company labor categories.

Development of the labor cost should be clearly presented and must be consistent with the staffing approach described in the Technical Proposal. Labor rates shall be proposed using Attachment J.8.

e. Labor Escalation

The Offeror must escalate current payroll data to the performance periods identified in Section L, L.6.II.A, Section 2 (a), and show all calculations. The recommended escalation factor for all years is 2.25 percent. An Offeror that elects to use any other factor must provide the rationale for the factor.

f. Indirect Rates

The Offeror shall include all indirect rates that it maintains in its accounting records that may be used during performance of the contract. The Offeror shall state the basis of the proposed rates (e.g., current fiscal year projection, last fiscal year actuals adjusted for known business changes, etc.) and shall indicate the allocation base for each rate. The Offeror shall use continuation sheets for additional rates if necessary. Offerors should ensure that the rates are thoroughly explained and supported. Offerors shall also complete the indirect rates and allocation bases schedule located in Section J Attachment J.8 Schedule 5.

The Offeror shall identify indirect rates that a Government audit agency has recommended for forward pricing and shall state the basis of the proposed rate (e.g., previous year’s actuals, current fiscal year-to-date, business plan, etc.). The Offeror shall provide at least two years of historical rate information, rationale and other factors used to develop the proposed indirect rates. In addition, the Offeror shall provide actual expense pool amounts, allocation bases, and rates (projected or historical) that have been submitted to the Government audit agency (such as the DCAA or DCMA) in its overhead rate proposal for establishing final indirect rates, even if not yet audited. The Offeror shall provide actual expense pool amounts and allocation bases for all performance periods and the two years of history for these amounts.

The Offeror shall identify any indirect rates that are either being created to satisfy this requirement or are being used exclusively for this requirement.

The Offeror shall provide a copy of its most recent correspondence with the applicable Government audit agency. It is the Offeror’s responsibility to ensure that the aggregate of information provided in its proposal, along with available Government audit agency input, demonstrates to the Government that the indirect rates are reliable and present no undue cost risk.

g. Cost of Money

If Cost of Money is proposed in accordance with FAR 31.205-10, the Offeror shall provide supporting documentation and calculations.

h. Other Direct Costs (ODC)

For purposes of proposal preparation, the Government distinguishes between two types of ODCs:

• Request for Proposal (RFP)-stipulated ODCs: costs that are consistent among Offerors and/or would be difficult for Offerors to estimate; and

• Offeror-estimated ODCs: costs that are a function of each Offeror’s (and subcontractor’s) accounting practices and vary from Offeror to Offeror.

RFP-stipulated ODCs: Offerors should include the amounts shown below for travel, and other incidental expenses when approved by the Government. ODCs should be burdened in accordance with established practice as shown on the completed Section J Schedules.

Offerors shall include the following amounts in their Cost and Business Proposal (See Section J Attachment J.8 Schedule 2):

CLIN 0100 RFP-stipulated ODCs

CLIN 0200 RFP-stipulated ODCs

Offeror-estimated ODCs: Each Offeror must provide an estimate of its Offeror-estimated ODCs that it anticipates invoicing directly during contract performance. The Offeror must clearly identify the different types of costs that may be direct costs in accordance with its established accounting practice, the amount for each cost, and the basis of the cost estimate. The Offeror is discouraged from using “miscellaneous” to categorize ODCs but may do so provided the nature of the cost is identified and the amount is relatively insignificant.

During task order performance, only those costs identified by the Offeror in its proposal shall be billable (note that billable ODCs will be identified in the Master Contract). The amounts billable will be limited to the amounts proposed by task order performance period. ODCs that are not identified in the Offeror’s proposal must be approved by the CO before they are incurred and billed to the Government.

i. Uncompensated Overtime

All Offerors must state clearly whether or not uncompensated overtime is included in the proposal. If uncompensated overtime is used in this proposal, the Offeror must have an accounting system to record all hours worked. The Offeror must show how it is incorporated into the proposal and its cost impact. The Offeror must provide an explanation of its cost accounting treatment of uncompensated overtime and a copy of the policy. Uncompensated overtime will be evaluated in accordance with FAR 52.237-10.

j. Compensation for Professional Employees

Period 1 Period 2 Period 3 Period 4 Period 5 Total $250,000 $1,000,000 $1,000,000 $1,000,000 $750,000 $4,000,000

Period 1 Period 2 Period 3 Period 4 Period 5 Total $31,250 $125,000 $125,000 $125,000 $93,750 $500,000

FAR 52.222-46, “Evaluation of Compensation for Professional Employees” (FEB 1993) is incorporated by reference. Offerors must provide the information on compensation and fringe benefits required by the clause for evaluation by the Government.

k. Fixed Fee

The Offeror’s proposal must contain the necessary fixed-fee factors for inclusion in the resultant contract.

Th…