About this file

This is an amendment to a solicitation for financial services. The amendment incorporates revised attachments including the statement of work, labor category descriptions, and contract data requirements list. It also revises the instructions for proposal preparation and evaluation factors. Offerors are required to provide pricing for the base period and all option periods using the pricing schedule template. Proposals are due by November 13, 2023. The solicitation is for the Department of Transportation Federal Aviation Administration Franchise Acquisition Services for screening information request number 6973GH-24-R-00020.

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Other files for this federal contract opportunity

Other files attached to Screening Information Request (SIR)/Request for Proposal (RFP): Financial Services, newest first.
File Type Posted
6973GH-24-R-00020-0005.pdf PDF
AMD 0004_Attachment 10 11032023 Contract Data Requirements List.pdf PDF
Questions and Answers - 11.06.2023.pdf PDF
AMD 0004_Attachment 7 11062023 Labor Category Descriptions.pdf PDF
AMD 0004_Attachment 1 11032023 SOW - Financial Services.pdf PDF
6973GH-24-R-00020-0003.pdf PDF
Questions and Answers - 11.03.2023.pdf PDF
Questions and Answers - 11.01.2023.pdf PDF
6973GH-24-R-00020-0002.pdf PDF
Questions and Answers dated 10.30.2023.pdf PDF
6973GH-24-R-00020-0001.pdf PDF
Attachment 10 Contract Data Requirements List.pdf PDF
Attachment 7 10182023 Labor Category Descriptions.pdf PDF
Attachment 6 10182023 TSOW 5 Requirements Analysis and Process Improvement.pdf PDF
Attachment 5 11092022 TSOW 4 Travel.pdf PDF
Attachment 4g_AMKWI-331-332-00010 ACCRUED RECEIPTS RECONCILIATION v04.pdf PDF
Attachment 4 03012023 TSOW 3 - Financial Reporting Analysis Branch.pdf PDF
Attachment 3 03012023 TSOW 2 - Accounts Receivable.pdf PDF
Attachment 2b_FY22 GC DUTIES-WORK INSTRUCTIONS 08242022.xlsx XLSX spreadsheet
Attachment 2b_FY22 GC DUTIES-WORK INSTRUCTIONS 08242022.pdf PDF
Attachment 2 10162023 TSOW 1 - Accounts Payable.pdf PDF
Attachment 13 - Wage Determination 5315-2015_OKC.pdf PDF
Attachment 11-AMS 3.6.2-29 StatementofEquivalentRates.pdf PDF
Attachment 8 - Quality Assurance Surveillance Plan 10242023.pdf PDF
Attachment 4j_AMKWI-333-334-335-00019 SF-133.pdf PDF
Attachment 4i_AMKWI-333-334-335-00010 Financial Statements v22.pdf PDF
Attachment 4h_AMKWI-333-334-335-00006 Customer Focus Work Group v10.pdf PDF
Attachment 4d_AMKWI-331-332-00004 Accts Payable Recon v08.pdf PDF
Attachment 4a_AMKWI-331-332-00001 Suspense Aging v10.pdf PDF
Attachment 3a_Global Deposit Process-FY22.pdf PDF
Attachment 2a_AMKWI-310-00002.pdf PDF
Attachment 4k_AMKWI-333-334-335-00023 Journal Voucher Processing v41.pdf PDF
Attachment 4e_AMKWI-331-332-00005 FIXED ASSETS DRAFT v09.pdf PDF
Attachment 5a 11092022 E-Travel Post Audit Procedure Requests.pdf PDF
Attachment 1 10232023 SOW Financial Services.pdf PDF
6973GH-24-R-00020.pdf PDF
Attachment 12_Core_Salary_with_Conversion.xlsx XLSX spreadsheet
Attachment 9 Schedule B_FS Excel Breakdown 10-23-23.xlsx XLSX spreadsheet
Attachment 4f_AMKWI-331-332-00006 Purchase Orders v08.pdf PDF
Attachment 4c_AMKWI-331-332-00003 AR Management Review Process v10.pdf PDF
Attachment 4b_AMKWI-331-332-00002 FBwT EDQ Recon v09.pdf PDF
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AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

1. CONTRACT ID CODE

5. PROJECT NO. (If applicable)2. AMENDMENT/MODIFICATION NO. 3. EFFECTIVE DATE 4. REQUISITION/PURCHASE REQ.NO.

PAGE OF PAGES

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

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

CODE

9A. AMENDMENT OF SOLICITATION NO.

9B. DATED (SEE ITEM 11)

10A. MODIFICATION OF CONTRACT/ORDER NO.

10B. DATED (SEE ITEM 13)

CODE FACILITY CODE

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

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

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

Items 8 and 15, and returning is extended, is not extended.

12. ACCOUNTING AND APPROPRIATION DATA (If required.)

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

(x) 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 THE AUTHORITY OF:

D. OTHER (Specify type of modification and authority) appropriation date, etc.) SET FORTH IN ITEM 14.

E. IMPORTANT: Contractor is not, is required to sign this document and return

ORDER NO. IN ITEM 10A.

1 6

0004 11/06/2023

AAQ-720 DIVERSIFIED FRANCHISE ACQ

FAA AERONAUTICAL CENTER

PO BOX 25082

BLDG 014-AHQ, ROOM 233A

AAQ720-AFN

OKLAHOMA CITY OK 73125

x

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

separate letter or telegram which includes a reference to the solicitation and amendment number. 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.

copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted ; or (c) By ___________ 1 x x

6973GH-24-R-00020

1 copies to the issuing office.

10/27/2023

(x)

Period of Performance: 03/01/2024 to 02/28/2029

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)15A. NAME AND TITLE OF SIGNER (Type or print)

15C. DATE SIGNED 16B. CONTRACT AUTHORITY 15B. CONTRACTOR/OFFEROR 16C. DATE SIGNED

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

Stephanie R. Riddle

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 .

The purpose of this amendment is to incorporate a Questions and Answers attachment, a revised Attachment 01 Statement of Work, a revised Attachment 07 Labor Category Descriptions, a revised Attachment 10 Contract Data Requirements List, revise Section L.5 (L.5.1 and L.5.3 - Sub-factor 1.2 and Cost/Price Proposal Content – Volume II) and revise M.4.1.1 - Sub-factor 1.2.

FIRST: A Questions and Answers attachment dated November 06, 2023 is hereby incorporated.

SECOND: A revised Attachment 01 Statement of Work dated November 03, 2023 is hereby incorporated. (Removed 5.6 and CDRL A007)

THIRD: A revised Attachment 07 Labor Category Descriptions dated November 06, 2023 is hereby incorporated.

(Updated PM Labor Category)

FOURTH: A revised Attachment 10 Contract Data Requirements List dated November 03, 2023 is hereby incorporated. (Removed CDRL A007)

FIFTH: Section L.5 (L.5.1 and L.5.3 - Sub-Factor 1.2 and (b) Cost/Price Proposal Content – Volume II) is hereby revised as follows:

FROM: L.5 INSTRUCTIONS FOR PREPARATION OF PROPOSALS

L.5.1 GENERAL

(a) Each offeror will submit information identified in the volumes as set forth below. The data submitted should be complete, concise, and relevant to the requirements of the SIR/RFO.

(b) The Offeror's proposals must be received by the Government by the date specified in L.3 (e) above. Questions regarding this SIR/RFO must be submitted in writing NO LATER THAN 1:00 PM CT, November 3, 2023, to allow adequate time to answer and publish on the System for Award Management (SAM).

(c) Common items for each volume is:

(1) Volume/Page. A footer identifying the volume number, page number, and total number of pages should be put on the bottom of each page.

(2) Volumes shall be marked 'Procurement Sensitive.' A cover sheet may be used for each volume for this designation along with the designation of the applicable page(s) the offeror deems competitive sensitive.

(3) All volumes shall be submitted to the Contracting Officer no later than the proposal due date.

(4) Formatting shall allow proposal to be printed on standard 8 ½ x 11 paper, minimum 1 inch margins, left, right, top, and bottom, with text font size no less than 11 and Times New Roman. This applies to tables and figures also. Printing may be single sided or double-sided (front/back). Double-sided printing shall be counted as two (2) pages for each sheet.

(5) The proposal responses for each evaluation factor shall be provided in a separate section, and the section shall be tabbed for ease of reference.

Proposal Organization Volume I - Technical Proposal

- One Electric Copy

- 20 Page Limit (Cover page, Table of Contents, Resumes, LOI, compliance matrix, and acronym lists are included in the 20-page limit regardless of how your company numbers the pages of the technical proposal.)

Volume II - Cost/Price Proposal

- One Electric Copy (Signed Offer (Solicitation, Offer and Award Form SF-30 , Section A, blocks 12 through 18))

- Completed Pricing Schedule for the Base Period and All Options (Section B) (Attachment 09 Schedule B - FS Excel Breakdown)

- Relevant fill-in clauses contained in Sections C through I

- Completed Representations and Certifications (Section K)

- Authorized Individuals – The offeror shall provide the name, title, telephone number, fax number, and e-mail address for the individual designated as the central point of contact for this proposal.

- Assumptions – The offeror may describe any assumptions used to develop the proposed prices.

- The buildup/basis of estimate for all SCA positions

- SBA 8(a) certification Letter

Note: No reference shall be made to prices/costs in Volume I.

CAUTION: Evaluators will read only up to the page limit as specified. Pages in excess of the stated limit will be removed from the proposal and will not be evaluated.

L.5.3 PROPOSAL CONTENT

Sub-Factor 1.2 Offeror shall provide a Draft Staffing Plan.

CRITERIA 1.2: Evaluate of this sub-factor will assess the offerors knowledge and understanding of all facets of personnel support and assistance as defined in the SOW.

Offeror demonstrates a detailed staffing plan identifying internal resources currently available to support the requirement and plans for obtaining qualified personnel in support of the SOW. This plan must clearly demonstrate that the contractor has a policy in place that covers the range and complexity of tasks to be performed including, the corporate personnel policies and practice, human resource management, recruitment and retention methods, historical and projected turnover of personnel, and filling of vacancies in a timely manner.

Identify any teaming arrangements that meet/enhance capabilities. This is to include a detailed description including submittal of the agreement and signed letters of intent for resources pursued. Provide information regarding the contractors flexibility to changing requirements, including ability to utilize resources to support fluctuations (e.g., New Tasks, multi-tasking, cross-training, etc.)

(b) Cost/Price Proposal Content – Volume II

COST AND PRICE

(1) The offeror’s Cost/Price Proposal shall not be page limited and shall include the following information:

- Signed Offer (Solicitation, Offer and Award Form SF-30 , Section A, blocks 12 through 18)

- Completed Pricing Schedule for the Base Period and All Options (Section B) (Attachment 09 Schedule B - FS Excel Breakdown)

- Relevant fill-in clauses contained in Sections C through I

- Completed Representations and Certifications (Section K)

- Authorized Individuals – The offeror shall provide the name, title, telephone number, fax number, and e-mail address for the individual designated as the central point of contact for this proposal.

- Assumptions – The offeror may describe any assumptions used to develop the proposed prices.

- The buildup/basis of estimate for all SCA positions.

- SBA 8(a) certification letter

NOTE: (1) Completion of documents listed above indicates that the Offeror has read and agrees to the terms and conditions contained in the SIR/RFO. The FAA may not consider offers that take exception to the terms and conditions of the SIR/RFO and the Offeror may be determined to be non-responsive to the terms and conditions of the SIR and thereby ineligible for award. Offerors submitting such offers may not be given the opportunity to revise their offer.

(2) Offeror’s Schedule B (Attachment 09 Schedule B - FS Excel Breakdown) submitted for award consideration must not include any proprietary markings (other than as required for procurement sensitive markings) or revisions, qualifications, or alterations to the bid schedule. Such markings, if not removed, may eliminate the offeror from further competition.

(3) Offerors must provide CLIN pricing for each line item.

NOTE: The Government anticipates that pricing of this action will be based on adequate price competition; therefore, offerors are not required to submit with their offer certified pricing data but information to support of the price, man-hours, material costs and any other recurring or non-recurring costs. If however, competition does not materialize, the Contracting Officer may require upon request “other than certified cost and pricing” deemed necessary to adequately evaluate the reasonableness of the price. Examples of “other than certified cost and pricing” include: competitive published lists, published market prices, similar quote and/or copies of actual vendor quotations received.

TO: L.5 INSTRUCTIONS FOR PREPARATION OF PROPOSALS

L.5.1 GENERAL

(a) Each offeror will submit information identified in the volumes as set forth below. The data submitted should be complete, concise, and relevant to the requirements of the SIR/RFO.

(b) The Offeror's proposals must be received by the Government by the date specified in L.3 (e) above. Questions regarding this SIR/RFO must be submitted in writing NO LATER THAN 1:00 PM CT, November 3, 2023, to allow adequate time to answer and publish on the System for Award Management (SAM).

(c) Common items for each volume is:

(1) Volume/Page. A footer identifying the volume number, page number, and total number of pages should be put on the bottom of each page.

(2) Volumes shall be marked 'Procurement Sensitive.' A cover sheet may be used for each volume for this designation along with the designation of the applicable page(s) the offeror deems competitive sensitive.

(3) All volumes shall be submitted to the Contracting Officer no later than the proposal due date.

(4) Formatting shall allow proposal to be printed on standard 8 ½ x 11 paper, minimum 1 inch margins, left, right, top, and bottom, with text font size no less than 11 and Times New Roman. This applies to tables and figures also. Printing may be single sided or double-sided (front/back). Double-sided printing shall be counted as two (2) pages for each sheet.

(5) The proposal responses for each evaluation factor shall be provided in a separate section, and the section shall be tabbed for ease of reference.

Proposal Organization Volume I - Technical Proposal

- One Electric Copy

- 20 Page Limit (Cover page, Table of Contents, Resumes, LOI, compliance matrix, and acronym lists are included in the 20-page limit regardless of how your company numbers the pages of the technical proposal.)

Volume II - Cost/Price Proposal

- One Electric Copy (Signed Offer (Solicitation, Offer and Award Form SF-30 , Section A, blocks 12 through 18))

- Completed Pricing Schedule for the Base Period and All Options (Section B) (Attachment 09 Schedule B - FS Excel Breakdown)

- Relevant fill-in clauses contained in Sections C through I

- Completed Representations and Certifications (Section K)

- Authorized Individuals – The offeror shall provide the name, title, telephone number, fax number, and e-mail address for the individual designated as the central point of contact for this proposal.

- Assumptions – The offeror may describe any assumptions used to develop the proposed prices.

- The buildup/basis of estimate for all SCA positions

- SBA 8(a) certification Letter

- Identify any teaming arrangements that meet/enhance capabilities. This is to include a detailed description including submittal of the agreement and signed letters of intent for resources pursued.

Note: No reference shall be made to prices/costs in Volume I.

CAUTION: Evaluators will read only up to the page limit as specified. Pages in excess of the stated limit will be removed from the proposal and will not be evaluated.

L.5.3 PROPOSAL CONTENT

Sub-Factor 1.2 Offeror shall provide a Draft Staffing Plan.

CRITERIA 1.2: Evaluate of this sub-factor will assess the offerors knowledge and understanding of all facets of personnel support and assistance as defined in the SOW.

Offeror demonstrates a detailed staffing plan identifying internal resources currently available to support the requirement and plans for obtaining qualified personnel in support of the SOW. This plan must clearly demonstrate that the contractor has a policy in place that covers the range and complexity of tasks to be performed including, the corporate personnel policies and practice, human resource management, recruitment and retention methods, historical and projected turnover of personnel, and filling of vacancies in a timely manner.

Provide information regarding the contractors flexibility to changing requirements, including ability to utilize resources to support fluctuations (e.g., New Tasks, multi-tasking, cross-training, etc.)

(b) Cost/Price Proposal Content – Volume II

COST AND PRICE

(1) The offeror’s Cost/Price Proposal shall not be page limited and shall include the following information:

- Signed Offer (Solicitation, Offer and Award Form SF-30 , Section A, blocks 12 through 18)

- Completed Pricing Schedule for the Base Period and All Options (Section B) (Attachment 09 Schedule B - FS Excel Breakdown)

- Relevant fill-in clauses contained in Sections C through I

- Completed Representations and Certifications (Section K)

- Authorized Individuals – The offeror shall provide the name, title, telephone number, fax number, and e-mail address for the individual designated as the central point of contact for this proposal.

- Assumptions – The offeror may describe any assumptions used to develop the proposed prices.

- The buildup/basis of estimate for all SCA positions.

- SBA 8(a) certification letter

- Identify any teaming arrangements that meet/enhance capabilities. This is to include a detailed description including submittal of the agreement and signed letters of intent for resources pursued.

NOTE: (1) Completion of documents listed above indicates that the Offeror has read and agrees to the terms and conditions contained in the SIR/RFO. The FAA may not consider offers that take exception to the terms and conditions of the SIR/RFO and the Offeror may be determined to be non-responsive to the terms and conditions of the SIR and thereby ineligible for award. Offerors submitting such offers may not be given the opportunity to revise their offer.

(2) Offeror’s Schedule B (Attachment 09 Schedule B - FS Excel Breakdown) submitted for award consideration must not include any proprietary markings (other than as required for procurement sensitive markings) or revisions, qualifications, or alterations to the bid schedule. Such markings, if not removed, may eliminate the offeror from further competition.

(3) Offerors must provide CLIN pricing for each line item.

NOTE: The Government anticipates that pricing of this action will be based on adequate price competition; therefore, offerors are not required to submit with their offer certified pricing data but information to support of the price, man-hours, material costs and any other recurring or non-recurring costs. If however, competition does not materialize, the Contracting Officer may require upon request “other than certified cost and pricing” deemed necessary to adequately evaluate the reasonableness of the price. Examples of “other than certified cost and pricing” include: competitive published lists, published market prices, similar quote and/or copies of actual vendor quotations received.

SIXTH: M.4.1.1 - Sub-factor 1.2 is hereby revised as follows:

FROM: M.4.1.1 TECHNICAL EVALUATION FACTORS

Sub-factor 1.2. Offeror shall provide a Draft Staffing Plan

CRITERIA 1.2: Evaluate of this sub-factor will assess the offerors knowledge and understanding of all facets of personnel support and assistance as defined in the SOW.

Offeror demonstrates a detailed staffing plan identifying internal resources currently available to support the requirement and plans for obtaining qualified personnel in support of the SOW. This plan must clearly demonstrate that the contractor has a policy in place that covers the range and complexity of tasks to be performed including, the corporate personnel policies and practice, human resource management, recruitment and retention methods, historical and projected turnover of personnel, and filling of vacancies in a timely manner.

Identify any teaming arrangements that meet/enhance capabilities. This is to include a detailed description including submittal of the agreement and signed letters of intent for resources pursued. Provide information regarding the contractors flexibility to changing requirements, including ability to utilize resources to support fluctuations (e.g., New Tasks, multi-tasking, cross-training, etc.)

ACCEPTABLE 1. 2: The standard is met when the offeror provides a staffing plan that demonstrates that the contractor has a policy in place that covers the range and complexity of tasks to be performed including, the corporate personnel policies and practice, human resource management, recruitment and retention methods, historical and projected turnover of personnel, and filling of vacancies in a timely manner.

TO: M.4.1.1 TECHNICAL EVALUATION FACTORS

Sub-factor 1.2. Offeror shall provide a Draft Staffing Plan CRITERIA 1.2: Evaluate of this sub-factor will assess the offerors knowledge and understanding of all facets of personnel support and assistance as defined in the SOW.

Offeror demonstrates a detailed staffing plan identifying internal resources currently available to support the requirement and plans for obtaining qualified personnel in support of the SOW. This plan must clearly demonstrate that the contractor has a policy in place that covers the range and complexity of tasks to be performed including, the corporate personnel policies and practice, human resource management, recruitment and retention methods, historical and projected turnover of personnel, and filling of vacancies in a timely manner.

Provide information regarding the contractors flexibility to changing requirements, including ability to utilize resources to support fluctuations (e.g., New Tasks, multi-tasking, cross-training, etc.)

ACCEPTABLE 1.2: The standard is met when the offeror provides a staffing plan that demonstrates that the contractor has a policy in place that covers the range and complexity of tasks to be performed including, the corporate personnel policies and practice, human resource management, recruitment and retention methods, historical and projected turnover of personnel, and filling of vacancies in a timely manner.

SEVENTH: The Proposal Due Date remains as Monday, November 13, 2023, 3:00 P.M.

EIGHTH: All other terms and conditions remain unchanged and in full force and effect.

File details come from the government source that posted it. Updated .