CHARLES-PreProposal-Conference-Slides.pdf

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CompreHensive Aircraft Readiness, Lifecycle, Engineering, and Support (CHARLES) Federal contract opportunity
Solicitation number
80JSC022R0014
Issued by
National Aeronautics and Space Administration Johnson Space Center

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This document provides details for the CompreHensive Aircraft Readiness, Lifecycle, Engineering, and Support (CHARLES) federal contract opportunity. The National Aeronautics and Space Administration Johnson Space Center is seeking proposals for aircraft maintenance, logistics, engineering, and operational support services. Offerors must register for the pre-proposal conference by May 17th and submit proposals by the due date provided in the original solicitation. The conference will include a question and answer session, though no recordings are permitted. The incumbent contractor is Yulista Tactical Services, LLC, and the opportunity involves supporting aircraft and operations at multiple NASA facilities. Services required include maintenance, quality assurance, engineering, logistics, and aircrew support for various aircraft types.

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Welcome to the NASA Johnson Space Center CompreHensive Aircraft Readiness, Lifecycle, Engineering, and Support (CHARLES)

Pre-Proposal Conference

May 18, 2022 Microsoft Teams

Welcoming Remarks

Alyson Hickey CHARLES Chair

Office of Procurement Directorate

Charles Bell Manager, Operations Support

Agenda

Topic Presenter Virtual Check-in 8:45 AM – 9:00 AM CDT Welcome and General Information Alyson Hickey, Chair Opening Remarks Charles Bell, JSC Procurement Orientation and Procurement Overview Darrell Compton, Contract Specialist Organization, Vision, and Objectives Scott Tingle, FOD JSC Aircraft Operations Division LaRC Research Services WFF Aircraft Support WFF Airfield Management

David Johnson Matt Elder Mike Cropper Frank Bellinger

SOW, J Attachments, and DRDs Alyson Hickey Overview of CHARLES Contract Darrell Compton, Contract Specialist Labor Relations Overview Chrystal Wiseman Safety and Health Programs Dan Clem

10-Minute Break Volume III – Cost/Price Factor Tyrone Wright Questions and Closing Remarks Alice Pursell, Contracting Officer

Orientation and Procurement Overview

Darrell Compton Contract Specialist

Disclaimer (Orientation)

• These slides are not to be interpreted as a comprehensive description of the procurement strategy or requirements in the RFP.

• To the extent there are any inconsistencies between this briefing and the RFP, the RFP will govern.

Purpose of Preproposal Conference

The purpose of this Preproposal Conference is to help industry understand the Government’s requirements.

• Questions:

Verbal questions will be answered following the presentation. Please use the raise hand feature in Microsoft Teams for your question to be recognized or place the question in the chat feature.

Responses to verbal questions will not be considered official.

The Government expects verbal questions received from Industry will be followed up in writing.

Questions submitted electronically will be answered and posted to www.sam.gov and will be considered official responses. If a difference exists between verbal and written responses to questions, the written responses shall govern.

The deadline for submitting questions regarding the RFP or this conference is May 20, 2022.

Source Selection Authority and Acquisition Team Members

• Source Selection Authority Donna Shafer, Associate Director, Johnson Space Center

• Acquisition Team Alyson Hickey, Chair Darrell Compton, Contract Specialist David Elliott Scott Henricks Taylor McCanna

Points of Contact

• Contracting Officer:

Alice Pursell alice.j.pursell@nasa.gov

• Contract Specialist:

Darrell Compton darrell.r.compton@nasa.gov

• CHARLES web address:

www.nasa.gov/jsc/procurement/charles Send questions to JSC-CHARLES@mail.nasa.gov http://www.nasa.gov/jsc/procurement/charles mailto:jsc-charles@mail.nasa.gov

Office of Small Business Programs Johnson Space Center

Contact Information

Robert Watts Senior Small Business Specialist

Monica Craft Small Business Specialist

Tumarrow Romain Small Business Specialist

Main phone number:

(281) 483-4512

Location:

Building 1, Suite 453

Address:

NASA Johnson Space Center, Industry Assistance Office Mail Code: BA 2101 NASA Parkway Houston, TX 77058

All emails should be sent to: jsc-smallbusiness@mail.nasa.gov mailto:jsc-smallbusiness@mail.nasa

Ombudsman

• Ombudsman (NFS 1852.215-84): “…before consulting with an ombudsman, interested parties must first address their concerns, issues, disagreements, and/or recommendations to the Contracting Officer for resolution … If resolution cannot be made by the Contracting Officer, interested parties may contact the installation ombudsman whose name, address, telephone number, and email address may be found at:

• Procurement-Ombuds-Comp-Advocate-Listing.pdf (nasa.gov) https://www.hq.nasa.gov/office/procurement/regs/Procurement-Ombuds-Comp-Advocate-Listing.pdf

Current Contract Overview

• Contract Name: Aircraft maintenance, Logistics, Integration, Configuration management and Engineering (ALICE) contract

• Contract number: 80JSC018D0002

• Prime Contractor: Yulista Tactical Services, LLC

• Contract Type:

• Firm-Fixed-Price Phase-in

• Baseline/IDIQ Cost-Plus-Award-Fee/Cost-Plus-Fixed-Fee

• Period of Performance:

• March 1, 2018 – February 28, 2023

• Skills currently provided on contract include:

• Maintenance, aircrew, quality, safety, logistics, engineering and management

• Locations:

Johnson Space Center

• Ellington Field, Houston, TX

• El Paso, TX

Langley Research Center

• Hampton, Virginia

Goddard Space Flight Center’s Wallops Flight Facility

• Wallops Island, Virginia

Other

• Facilities/locations inside the Continental United States (CONUS)

• Facilities /locations outside the Continental United States

(OCONUS)

• Services provided include:

• Maintenance/production control

• Aircraft logs and records (configuration management)

• Quality control and inspection

• Logistics

• Aircraft engineering

• Support shops (electric, hydraulic, sheet metal, ground support equipment)

• Workforce management (training and safety)

• Flightline services (aircraft servicing, launch/recovery, maintenance)

• Aircrews including pilots, flight engineers, load masters, etc.

• Contract management

• Engines (GE J85 engine overhaul)

• Airframes (T-38, WB-57, GIII, GV, Super Guppy)

• Egress systems

• Avionics

• Aviation life support systems (parachutes, high altitude pressure suits, etc.)

• Nondestructive inspection/examination (NDI/NDE)

• Airfield Management

Organizational Vision and Objectives

Scott Tingle Acting Deputy, Flight Operations Directorate

Vision, Mission, and Values

• Vision We lead end-to-end execution of human space exploration missions, while uniting the teams to enable our astronauts to walk on the Moon and then Mars.

• Mission Select and protect our astronauts;

Plan, train, and fly human space flight and aviation missions;

Partner to propel success;

All for the benefit of the nation

• Values Our values are embodied in the "Foundations of Flight Operations."

Values Continued

• We want to fly.

We find a way to make the mission go. We balance risks to enable safety and mission success.

• We are all in We operate the ISS; we will commercialize LEO; we will lead the walk on the Moon and

Mars.

• We are motivated by the mission We do not work for profit; we work for the mission. We are guardians of the people's trust and treasure.

• We build partnerships We extend “We, Us, Ours" to ourselves, our programs, and our partners.

• We are experienced

• We are the common thread that links all programs. We connect the design with the crew in all program phases from requirements through operations.

• We evolve.

We learn, adapt, and improve. We seek new ideas, foster innovation, and achieve efficiency.

• We are leaders.

We lead at all levels today and purposely develop the next generation of technical and organizational leaders.

• We are family.

We value individuals. We treat each other with respect.

Foundations of Flight Operations

1. To instill within ourselves these qualities essential to professional excellence

• Discipline ... Being able to follow as well as to lead, knowing that we must master ourselves before we can master our task.

• Competence ... There being no substitute for total preparation and complete dedication, for flight will not tolerate the careless or indifferent.

• Confidence ... Believing in ourselves as well as others, knowing that we must master fear and hesitation before we can succeed.

• Responsibility ... Realizing that it cannot be shifted to others, for it belongs to each of us; we must answer for what we do or fail to do.

• Toughness ... Taking a stand when we must; and to try again and again, even if it means following a more difficult path.

• Teamwork ... Respecting and using the abilities of others, realizing that we work toward a common goal, for success depends upon the efforts of all.

• Vigilance ... Being always attentive to the dangers of flight; never accepting success as a substitute for rigor in everything we do.

Foundations of Flight Operations

2. To always be aware that, suddenly and unexpectedly, we may find ourselves in a role where our performance has ultimate consequences.

3. To recognize that the greatest error is not to have tried and failed, but that, in the trying, we do not give it our best effort.

Aircraft Operations Overview

David Johnson Deputy Chief, Aircraft Operations Division

JSC AOD Overview

• AOD manages 26 total aircraft of five different types in support of numerous missions to include Space Flight Readiness Training (SFRT). AOD also operates a small number of Unmanned Aerial Systems (UAS).

• Current aircraft types:

T-38N (18 flyable, 2 in storage) Gulfstream GIII (1) Gulfstream GV(1) B377 Super Guppy (1)

WB-57F (3)

• AOD has a contractor and civil service workforce of maintenance, quality, engineering and operations professionals to fly, modify and maintain aircraft in support of various missions.

JSC AOD Personnel

Business Office

Aircraft Operations

Division

Aircraft Maintenance and Quality

Engineering Flight Operations

Program and Infrastructure

Aviation Safety Office

AOD Overview Summary

• AOD is a large and diverse organization that flies over 3500 flight hours a year in five different aircraft types.

AOD flies more sorties than of all the other NASA Aviation Centers combined.

• AOD supports organizational, intermediate and depot level maintenance in addition to maintaining a Forward Operating Location at El Paso, Texas.

• AOD has been and remains proactive in keeping safety and efficiency at the forefront of every operation.

• AOD works closely with our primary customer, the Astronaut Office, anticipating changes in T-38N SFRT requirements.

LaRC Aircraft Operations Overview

Matt Elder Research Pilot and Head, Research Systems Integration Branch

Research System Integration Branch (D-104)

Branch Head/CHARLES COR

Maintenance Chief of Maintenance

Facilities Facility

Coordinator/Aviation Ground Safety

Logistics Logistics Lead

Quality Assurance Chief of Quality

Assurance

Government Technicians Mechanics

Avionics/Electrician

Contractor Technicians Site Lead

Mechanics Avionics/Electrician

Government Quality Assurance

Representatives

Contractor Supply

Boxes shown in White represent contract support.

RESEARCH SERVICES DIRECTORATE

LaRC Overview Summary

• LaRC Manned Aircraft Operations flies over 600 flight hours a year in five different aircraft types.

• NASA Langley has a variety of platforms that can meet nearly any flight-test development and integration requirement in a cost-effective manner.

• One-stop shop includes electrical/structural design, fabrication and integration of payloads, airworthiness certifications, and operations.

• Research hangar and ramp located adjacent to Langley Air Force Base.

GSFC/WFF Aircraft Office Overview

Mike Cropper Deputy Chief, Flight Operations

Chief of Maintenance/Chief

Pilot (Vacant)

Chief of Flight Operations

Deputy Chief of Flight Operations

Aviation Safety Officer/Pilot

Chief of Quality Assurance

Training Manager/Pilot/ Alternate COR

Chief Engineer/ASP Manager/COR

Operations Engineer (matrixed – Code 548)

Business Manager

Business Support Specialist

Resource Analyst (matrixed –Code 157)

Admin Assistant

Project Managers (matrixed)

Aerospace Engineer (matrixed – Code 548)

Electrical Engineer (matrixed – LaRC RSD)

Admin Assistant

GSFC/WFF Aircraft Office Organization

• Responsible for operation, maintenance, engineering, airworthiness, quality assurance, logistical, safety, and project support of assigned NASA aircraft and non-NASA Commercial Aviation Services (CAS) as well as the planning and execution of Airborne Science missions for GSFC.

• Provides logistical airlift needs, airdrops, range surveillance, recovery operations, and a wide array of other aircraft functions.

• The WFF Aircraft Office operates aircraft worldwide. The knowledge and expertise of our personnel and aircrews, along with specific aircraft capabilities, allows us to support any type of mission requested by customers from commercial/military airfields to austere locations.

• The WFF Aircraft Office is committed to safe, reliable, on time and cost-effective aircraft operations.

GSFC/WFF Aircraft Office Summary

GSFC/WFF 2022 Aircraft Summary

General Aircraft Characteristics:

♦ Very small (<1lb.) to very large (30,000lb.) payloads ♦ Durations up to 10 hours and 24 personnel onboard ♦ Altitudes up to 28,000 feet ♦ Airspeeds up to 300 KIAS ♦ Multiple instrument mounting points

Nadir & zenith ports Side fuselage ports Wing pylon mounts Pressurized and unpressurized ports Dropsonde tubes

♦ 120V 60Hz & 400Hz, 28VDC power ♦ Aircraft data systems available

GPS tracking and positional data Timing, wind, temperature & water vapor data Aircraft roll, pitch, yaw data Video cameras Satellite phone and uplink/downlink of data Air to air and ground to air text messaging

P-3 Orion Airborne Science Program Funded

C-130 Hercules Commercial Crew Program Funded

B-200 King Air Reimbursable Funded

GSFC/WFF Aircraft Office Past Deployments

ANTARCTICA

WFF Airfield Management Overview

Frank Bellinger Airfield Administrator

GSFC/WFF Airfield Management Organization

Chief, Range and Mission Management

(Jeff Reddish, Code 840)

Airfield Administrator (Frank Bellinger, Code 800)

Airfield Operations Manager

(Ed Sudendorf)

Resource Analyst (Todd Winder)

Contracting Officer Representative

(Eric Littleton)

Control Tower Lead

Control Tower Operators (2)

Airfield Operations Specialists (3)

Assistant Airfield Operations Manager

Government Function

Contractor Function

GSFC/WFF Airfield Management Summary

GSFC/WFF Airfield Operations are part of the Range and Mission Management Organization at WFF. The airfield operates in a budget constrained environment.

Critical elements of focus:

• Under the CHARLES (Comprehensive Aircraft Readiness, Lifecycle, Engineering, and Support) contract, the Government will have overall authority and will provide priorities and tasking for all work.

• The Government anticipates leading both short term and long-term maintenance and operations planning activities with the direct support of the Contractor.

• The Government expects the Contractor to manage its workforce to ensure the daily priorities and technical direction provided by the Government are met to ensure excellent customer service and safe operations are provided to NASA and NASA customers.

• The Government anticipates maintenance, aviation service support, airfield management, and control tower activities to be staffed on an as-necessary basis.

• The Contractor shall appropriately cross-train, certify, and manage personnel to fully utilize all available resources to maximize productivity in meeting daily priorities.

• The WFF Airfield Management is committed to safe, reliable, and cost-effective Airfield Management.

SOW, J Attachments, DRDs Overview Alyson Hickey

CHARLES Team Member

Known Statement of Work (SOW) Changes From ALICE

• The SOW, Section C, is organized as follows:

SOW Sections 1.0-11.0 and Appendices A-C apply to JSC Appendix D applies to Langley Research Center (LaRC) Appendix E applies to Goddard Space Flight Center’s

Wallops Flight Facility (GSFC WFF) Aircraft Support Appendix F applies to GSFC WFF Airfield Management

• The WFF work was added to ALICE during the first year of the current contract.

• Work that was baseline (Quality/Logistics/Safety) in ALICE has been moved to IDIQ in CHARLES, which is 100% IDIQ.

• There are no other significant changes in the SOW from ALICE to

CHARLES.

Known Section J Changes From

ALICE

Added:

• J-1-1 LaRC DRDs

• J-1-2 WFF Aircraft Support DRDs

• J-1-3 WFF Airfield Management DRDs

• J-3-6 LaRC Property List

• J-3-7 WFF Property List

• J-6 Management Plan

• J-7 Total Compensation Plan

• J-9 Organizational Conflict of Interest

Removed:

• J-4-1 Statement of Equivalent Rates for Federal Hires

Renumbered:

• J-4-2 Collective Bargaining Agreement to J-4-1

• J-6 Safety and Health Plan to J-8

DRDs

• Significant DRD changes from the current contract include:

Eliminated DRDs:

• DRD-M08 Labor Relations Plan Added DRDs :

• DRD-M09 Diversity, Equity, Inclusion, and Accessibility (DEIA) Plan

Modified DRDs, with brief description of modification :

• DRD-M05, Modified Submission Date

• DRD-M07, Roster of Contractor Personnel modified to include an organizational chart

• Four Safety DRDs (DRD-S01, -S02, -S03, and -S04) were combined into one DRD-S02, Safety and Health Plan

DRDs

• DRDs that are due with the proposal:

DRD-M01 Management Plan, items i-xiv DRD-M13 Phase-In Plan, Paragraph c, i, items 1-6 DRD-M15 Total Compensation Plan DRD-M17 Key Personnel, Paragraph c, item 1 DRD-M20 Organizational Conflict of Interest Mitigation Plan, per L.33.7(b) DRD-S02 Safety and Health Plan

Overview of CHARLES Contract

80JSC022R0014

Darrell Compton CHARLES Contract Specialist

General Information

• The RFP and amendments take precedence over this conference.

• Competition: Total Small Business Set-aside; NAICS Code 488190 “Other Support Activities for Air Transportation” and Size Standard $35 Million

• Period of Performance Phase-in: January 3, 2023 – February 28, 2023.

Contract: March 1, 2023 – September 30, 2030.

• A Secret Facility Clearance Level is required at proposal (see Mission Suitability TA3)

Contract Type

• Type of Contract: Firm-Fixed-Price (FFP) Phase-in with Single Award Indefinite Delivery/ Indefinite Quantity (IDIQ) task orders

IDIQ Task Orders issued will be costed using IDIQ Fully Burdened Labor Rates in B.3.5 for the skills listed in the following tables:

• B-1 for JSC Houston

• B-2 for JSC El Paso Forward Operating Location

• B-3 for LaRC

• B-4 for GSFC WFF Aircraft Support

• B-5 for GSFC WFF Airfield Management

B.3 IDIQ Guaranteed Minimum Quantity of work – Minimum Contract Total - $1,000,000, Not To Exceed (NTE) - $540,000,000.

Contract Type (cont.)

The Task Ordering Procedure is described in Clause I.164, NFS 1852.216-80, Task Ordering Procedure.

The Task Orders will be either Cost-Plus-Award-Fee or Cost- Plus-Fixed-Fee (CPAF/CPFF).

The fee type will be determined by the CO prior to issuing a task order.

Clauses and Provisions

• When reading the RFP, note that:

Important information is contained in the SF33 and numerous clauses and provisions that have been incorporated, via full text and/or referenced text, throughout the document

Clauses incorporated by reference have the same force and effect as if they were included in their full text

Clauses which are Center specific include the Center designation (JPI, LARC, GSFC)

Section J includes documents, exhibits, and other attachments Data Requirement Descriptions (DRD); JSC Fee Distribution

Plan; Property; Wage Determination Data; CBAs; Contract Security Classification Specification

System for Award Management (SAM)

• The System for Award Management (SAM) is a Federal Government owned and operated free web site that collects data from suppliers, validates and stores this data, and disseminates it to various government acquisition agencies.

• The SAM website is located at: https://sam.gov/SAM/

• You are required to create an account in SAM.

Verify that your information in this database is current.

https://sam.gov/SAM/

Subcontractor Arrangement Information

• If a subcontracting arrangement is proposed, Offerors shall include specific detail as defined in the RFP L.33.7(f) so that the Government can determine that the prime contractor making the offer will be performing the primary and vital requirements for the contract.

• The Small Business Administration’s new regulation changes the definition of a joint venture to exclude populated joint ventures.

Joint Ventures are defined in 13 C.F.R. 121.103(h).

All parties to the Joint Venture must sign the Model Contract.

Government Property

• Under Clause G.11, NFS 1852.245-71, Installation Accountable Government Property, NASA anticipates providing:

Office Space, work area space, and utilities.

Office Furniture Property Listed in Section J, Attachment J-3 Safety and Fire Protection Installation service facilities (Office Automation Information

Technology onsite only, Disposal Services, Pickup and Delivery of Official Mail, Use of JSC Calibration Laboratory)

Medical treatment of a first aid nature Cafeteria privileges Building maintenance Moving and hauling for office moves

Property FAR and NFS Clauses

• Federal Acquisition Regulation (FAR) FAR 52.245-1 Government Property (Sep 2021), Section I.117

FAR 52.245-9 Use and Charges (Apr 2012), Section I.118

• NASA FAR Supplement (NFS) NFS 1852.245-70 Contractor Requests for Government

Furnished Property (Aug 2015) + Alt I (Aug 2015), Section G.6

NFS 1852.245-71 Installation-Accountable Government Property (Jun 2018), Section G.11

NFS 1852.245-73 Financial Reporting of NASA Property in the Custody of Contractors (Jan 2017), Section G.12

Property FAR and NFS Clauses (cont.)

NFS 1852.245-74 Identification and Marking of Government Equipment (Jan 2011), Section D.3

NFS 1852.245-75 Property Management Changes (Jan 2011), Section G.7

NFS 1852.245-78 Physical Inventory of Capital Personal Property (Aug 2015), Section G.8

NFS 1852.245-79 Records and Disposition Reports for Government Property with Potential Historic or Significant Value (Jan 2011), Section G.9

NFS 1852.245-80 Government Property Management Information (Jan 2011), Section L.25

Property FAR and NFS Clauses (cont.)

• NFS 1852.245-81 List of Available Government Property (Jan 2011), Section L.26

• NFS 1852.245-82 Occupancy Management Requirements (Sep 2017), Section G.13

• Government Property Management Plan (GPMP), DRD-L03 The CO will request Competitive Range/Apparent Successful

Offeror to submit DRD-L03 per Section L.33.7(c) The Contractor shall submit to the delegated Government

Property Administrator (GPA) detailed supplemental property procedures, which are separate from the plan, no more than 60 days after the contract start date.

• Reports Required for Logistics, DRD-L01 Provides required reports and details on how to submit them to the Government

Additional Responsibility Requirements

• In accordance with FAR 16.301-3(a)(3), a cost-reimbursable contract may only be used when the contractor’s accounting system is adequate for determining costs applicable to the contract or order. This requirement also extends to subcontractors performing under a cost-reimbursable subcontract.

Discussions

• Offeror’s initial proposal should contain the best terms from a price and technical standpoint

• The Government preference is to award without discussions; however, the Government reserves the right to conduct discussions with those Offerors who have made it to competitive range

• If discussions are held, the Offeror will:

Have the opportunity to respond to deficiencies, significant weaknesses and adverse past performance;

Be requested to resubmit the SF33 with Final Proposal

Revisions (FPR) which will include clearly marked changes.

Proposal Outline

Volume I – Mission Suitability (MS) Factor

• Management Approach (MS Sub-factor 1 – 600 points) Management Plan Compensation Approach Contract Phase-In Approach

• Technical Approach (MS Sub-factor 2 – 250 points) Technical Understanding of Requirements Resources Facility Clearance Level

• Safety and Health Approach (MS Sub-factor 3 – 150 points)

• Total Points = 1000

Proposal Outline

Volume II—Past Performance Volume III—Cost and Price Proposal Volume IV— Responsibility Considerations Volume V— Model Contract

SF33

Contract Clauses (Fill-ins required Sections B through I) Section J - Attachments Section K - Representations and Certifications

Mission Suitability and Past Performance when combined are significantly more important than Cost/Price. Mission Suitability is approximately equal to Past Performance. Individually, Mission Suitability and Past Performance are each more important than Cost/Price.

Proposal Formatting

• Instructions for proposal arrangement and page limitations are specified in L.32 Proposal Formatting Instructions.

Offerors shall submit their proposals in accordance with those instructions.

Pages submitted in excess of the limitations specified in L.21

Proposal Page Limitations will not be evaluated by the Government and will be returned to the offeror in accordance with NFS 1852.215-81.

• Minor informalities or irregularities in a proposal that can be adjusted, corrected, or waived without being prejudicial to other offerors may be accepted if it is immaterial to the acquisition.

• However, any pages contained in a page limited section of your proposal which do not comply with the RFP requirements may be returned by the Government and not evaluated.

Proposal Formatting (cont.)

• Pay close attention to ensure that the number of pages, page margins, font type, font size, and page size are in conformance to Section L.32.

• Return the entire model contract, not just the pages with the fill-ins.

The model contract becomes the actual contract and so it must be complete and correct.

• Please note page limitations.

Some volumes/sections are subject to a page limitation and others are not.

• In the Past Performance Volume, the Past Performance Information is subject to the page limit of 20 pages, but the Environmental Non- Compliance, OSHA Forms 300 and 300A, Insurance Carrier Information, and Consent Letter are not subject to the page limitation.

Proposal information must be provided in the correct volume.

Proposal information in a page-limited volume or section should not be moved to another volume/section without such page limitations.

• Having non-conforming pages returned may affect the government’s evaluation of a proposal, and how this proposal is ultimately rated.

Responsibility Considerations

• The Contracting Officer makes the determination of responsibility per FAR 9.104.

Responsible means that the contractor has adequate organizational and financial controls, satisfactory business ethics, financial resources, the ability to successfully perform the work, is eligible, etc.

This determination is performed by the CO and is separate from the selection decision.

If an offeror is not responsible, then they are not eligible for award.

• The Contracting Officer will also check the FAPIIS database

(includes records of the Contractor’s previous contracts.)

• The Contracting Officer will request an Equal Opportunity clearance, and check to ensure the veteran’s reports are submitted.

• This determination is performed for offerors in the competitive range or the successful offeror only.

Model Contract

• The Model Contract consists of Sections A-K of the RFP.

The Evaluation Criteria and Instructions are used for selection purposes only.

• The Offerors will submit a signed Model Contract with their proposal.

The Model Contract becomes the actual contract and so it must be complete and correct.

The Model Contract must be signed by a person authorized to commit the offeror.

All pages must be returned – not just the pages with the fill-ins.

• The Contracting Officer will sign the Model Contract of the

Successful Offeror once all issues are resolved and the selection decision is made.

• Errors or inconsistencies in the Model Contract (that cannot be resolved) may result in an offeror being removed from consideration for award.

• The Model Contract takes precedence over the proposal.

Ensure that your rates in the Cost/Price Volume are reflected in Section

B of the Model Contract.

Special Consideration

• NOTE TO PROSPECTIVE OFFERORS

Prospective Offerors are reminded not to contact incumbent personnel (either directly or through electronic means) during duty hours or at their place of employment, as such contacts are disruptive to the performance of the current contract.

Labor Relations Requirements

Chrystal Wiseman JSC Contractor Industrial Relations Officer

• Department of Labor (DOL) Wage Determination

• Data Requirements Descriptions (DRDs) Notification of Potential Labor Dispute & Contingency

Strike Plan Total Compensation Plan

• Collective Bargaining Agreements (CBAs)

• Points of Contact

• References

DOL Wage Determinations (WDs)

• The following Service WDs are applicable to the RFP and resultant contract:

Wage Determination No. 2015-5233, NASA, Johnson Space Center Area, Houston Texas.

Wage Determination No. 2015-4341, NASA, Langley Research Center, Hampton, Virginia.

Wage Determination No. 2015-4327, NASA, Wallops Flight Facility, Wallops Island, Virginia.

Wage Determination No. 2015-5229, NASA, Johnson Space Center - El

Paso, Texas.

• These WDs apply to all non-exempt labor categories (not covered by the Collective Bargaining Agreements (CBAs), and sets forth the minimum labor rates, health and welfare benefits, and vacation/holiday leave for these categories.

ODD-NUMBERED WD

Per employee fixed cost fringe benefit requirement computed on the basis of “all hours paid for” by service employees on the contract.

The Health and Welfare benefit is currently $4.23 an hour.

The term “all hours paid for” includes up to 40 hours per workweek and 2,080 hours per year for each employee;

includes paid leave hours, such as for vacations, holidays, or sick leave.

WHAT IS A “BONA FIDE” FRINGE

BENEFIT?

The primary purpose of the plan must be to provide systematically for the payment of benefits to employees on account of death, disability, advanced age, retirement, illness, medical expenses, hospitalization, supplemental unemployment benefits, and the like.

29 C.F.R. § 4.171 (a)

WHAT IS NOT A BONA FIDE

FRINGE BENEFIT?

Unemployment compensation

Any benefit required by federal, state, or local law

Recruitment Bonuses &

Paid Coffee Breaks

Workers’ Compensation

Relocation Expenses

Incentive or Suggestion

Awards

Social Security

Travel and Transportation

Social Functions or Parties for Birthdays, Anniversaries , etc.

FAR 52.222-62, “PAID SICK LEAVE UNDER

EXECUTIVE ORDER 13706”

• This clause, dated January 2022 must be read in depth.

• This clause applies to all individuals performing work under the contract subject to FAR 52.222-41 or the Fair Labor Standards Act, i.e. non-exempt employees.

• The Contractor shall permit each exempt and non-exempt employee engaged in performing work on or in connection with this contract to earn not less than 1 hour of paid sick leave for every 30 hours worked, up to 56 hours of paid leave each year.

• The paid sick leave required by this clause is in addition to the Contractor's obligations under the Service Contract Labor Standards statute, i.e. Health and Welfare benefit, vacation and holiday leave.

WD Responsibilities

• Offeror responsibilities include the following:

Proposing exempt and non-exempt labor categories, based upon their own unique staffing approach.

29 CFR 541 defines exempt and non-exempt employees.

For service non-exempt employees not covered under the

CBA:

Mapping the non-exempt labor categories to an appropriate category in the WD.

The SCA Directory of Occupations includes a detailed listing of each labor category listed in the wage determination.

Proposing at least the minimum labor rates for the mapped categories.

Proposing at least the minimum health and welfare, vacation, and holiday benefits that are stated in the WD.

Notification of Potential Labor Dispute & Contingency Strike Plan

• Used to facilitate the coordination of activities between the Contractor and the affected NASA operational directorates to ensure that necessary steps are taken to prepare for any potential strike situations and to prevent the disruption of work.

• A Notification of Potential Labor Dispute must be submitted by the prime and any subcontractors at the first indication of potential labor unrest and 45 days prior to the expiration of any Collective Bargaining Agreement.

• A Contingency Strike Plan (DRD-M06 Notification of Potential Labor Dispute and Contingency Strike Plan) must be submitted at contract start and updated if there is any indication of potential labor unrest or potential picketing activity.

• Copies of all CBAs must be provided within 60 days of ratification or modification to the Contracting Officer and Contractor Industrial Relations Officer.

Total Compensation Plan (TCP)

• The TCP (DRD-M15) is due with the proposal.

• TCPs identify and discuss wages, salaries, and fringe benefits for professional employees and non-exempt service employees for both the prime and all major subcontractors.

The compensation subcontract threshold can be found in NFS 1831.205-670(b).

The SEB is required to evaluate TCPs per FAR 52.222-46, “Evaluation Of

Compensation for Professional Employees” and NFS 1852.231-71, “Determination of Compensation Reasonableness”.

• Offeror teams can submit a separate TCP for each team member, a combined TCP for all team members, or any combination thereof.

• Submit Compensation Templates in your Cost/Price volume.

Incumbency Retention and Pay Template (IRAP) Fringe Benefits Analysis of Compensation Plan (FBAC)

• Tip: Be specific when describing employee fringe benefits.

Is the benefit employer versus employee paid, or a combination?

What is the specific benefit and cost to the employee?

When are employees eligible for this benefit?

Collective Bargaining Agreements (CBAs)

The following Collective Bargaining Agreements (CBAs) are applicable to this services acquisition and the solicitation:

• CBA by and between Y-Tactical Services, LLC and International Association of Machinists & Aerospace Workers (Ellington Field – Houston, Texas).

• CBA by and between Y-Tactical Services, LLC and International Association of Machinists & Aerospace Workers (Johnson Space Center

- El Paso, Texas).

• CBA by and between Y-Tactical Services, LLC and International Association of Machinists & Aerospace Workers (NASA, Wallops Flight Facility, Wallops Island, Virginia).

• CBA by and between Y-Tactical Services, LLC and International Association of Machinists & Aerospace Workers (NASA Operations at Wallops Island Flight Facility – Wallops Island, Virginia Tower Operations Unit).

• CBAs are included as a Section J attachment.

CBA General Requirements

• Offerors are required to work with the union as long as the union is representative of the covered employees.

• FAR 22.1002-3(a), Wage determinations based on collective bargaining agreements: “Successor contractors performing on contracts in excess of $2,500 for substantially the same services performed in the same locality must pay wages and fringe benefits (including accrued wages and benefits and prospective increases) at least equal to those contained in any bona fide collective bargaining agreement entered into under the predecessor contract.”

Labor Relations Points of Contact

Name Title Point of Contact Information Chrystal Wiseman JSC Contractor Industrial

Relations Officer Chrystal.d.wiseman@nasa.gov

David Ebenstein International Association of Machinists and Aerospace Workers (IAMAW) – District Lodge 776 davidebenstein@776iam.org 210-363-2752 (Office)

Ramon Martinez IAMAW - District Lodge 2515 rvmartinez@iamaw.org 575-434-0211 (Office)

Larry Battle IAMAW – District Lodge 2020 Local Lodge 74 and Local Lodge 2552 lbattledistrict@gmail.com 757-466-7665 (Office)

Department of Labor

Wage and Hour Division, Clear Lake District Office

1-866-467-9243 (Phone) mailto:Chrystal.d.wiseman@nasa.gov mailto:davidebenstein@776iam.org mailto:rvmartinez@iamaw.org mailto:lbattledistrict@gmail.com

References

Reference Location

FAR Part 22, Application of Labor Laws to Government Acquisitions https://www.acquisition.gov/?q=/brow se/far/22

NASA FAR Supplement Part 22, Application of Labor Laws to Government Acquisitions https://www.hq.nasa.gov/office/procur ement/regs/NFS.pdf

FAR 52.222-41, Service Contract Labor Standards https://www.acquisition.gov/?q=/brow se/far/52

Department of Labor, Wage and Hour Division, Prevailing Wage Resource Book https://www.dol.gov/agencies/whd/go vernment-contracts/prevailing-wage-resource-book https://www.acquisition.gov/?q=/browse/far/22 https://www.hq.nasa.gov/office/procurement/regs/NFS.pdf https://www.acquisition.gov/?q=/browse/far/52 mailto:https://www.dol.gov/agencies/whd/government-contracts/prevailing-wage-resource-book

Safety & Health Programs Guidelines for responding to Safety

Requirements in the Request for Proposal (RFP)

Dan Clem Safety and Test Operations Division

• NASA safety objective is to avoid loss of life, personal injury and illness, property loss or damage, environmental harm resulting from any of its activities and to ensure safe and healthy conditions for persons working at or visiting NASA facilities

• NASA shall comply with all applicable regulations NASA Safety & Health requirements Requirements of those Federal agencies with regulatory authority over NASA such as OSHA, EPA, and DoT

• NASA requires every employee to report workplace hazards NASA ensures that there is no reprisal to personnel for reporting unsafe or unhealthy conditions

Overview of the NASA Safety Program

• The NASA Safety Policy stresses the individual responsibility of each employee for their own safety and that of their co-worker.

Risk within the work environment must be managed to control hazards, and we continuously improve workplace conditions.

• The OSHA has recognized JSC as a leader in health and safety by awarding the “Star” designation level of achievement in the Voluntary Protection Program (VPP).

• As a VPP Star, JSC has a comprehensive and successful safety and health program, is below the national average for the industry in injury/illness rates, has demonstrated good faith in dealing with OSHA, and serves as a safety & health mentor.

Overview of the NASA Safety Program

• All contractors performing work at JSC shall comply with all applicable safety and health regulations.

• Every major onsite contractor shall have a designated safety official and shall conform to a written safety and health plan.

• Safety and health approach shall follow OSHA, JSC and VPP guidelines.

• Failure to comply with safety and health requirements may result in one or more of the following - contract termination, lower fee, and exclusion from future contract awards.

Excellent safety and health performance will be recognized in contract evaluations.

What Would Be Expected of You at JSC

• Submit detailed safety and health data as part of the proposal Safety & Health Plan which includes detailed discussion of the policies, procedures, and techniques that will be used to ensure the safety and occupational health of your employees and to ensure safe working conditions throughout the performance of the contract.

Statement about past OSHA and EPA citations and corrective actions taken to prevent recurrence. Include any mitigating factors.

Records of OSHA recordable injuries (OSHA 300 and 300A logs or equivalent).

Insurance carrier information - including Experience Modifier Rates (EMR).

The Safety and Health Deliverables

• Based on 4 Basic VPP elements defined by OSHA Region VI

A Successful Safety Program Model

Worksite Analysis Hazard Prevention and Control

Management Leadership Employee Involvement

Safety and Health Training

• Safety & Health Plan provisions you should expect to address on a typical JSC service contract Management Leadership and Employee Participation

Policy, Goals and Objectives - Discuss company policies, goals and objectives for safety and health and top leadership’s level of commitment for achieving objectives.

Management Leadership and Employee Participation - Discuss visible leadership actions that motivate and reinforce safety and health performance and discuss meaningful opportunities for employees to engage and support the safety and health program.

Assignment of Responsibility – Discuss roles, responsibilities and accountability of safety representatives.

Program Evaluation – Discuss annual evaluation of safety and health program consistent with OSHA’s VPP criteria.

The Safety & Health Plan

• Worksite Analysis Hazard Identification – Describe the methods and techniques used to systematically identify hazards Inspections – Describe the procedures and frequency for regular inspections and who will be accountable for implementing corrective measures

Employee Reports of Hazards – Describe the methods to be used to encourage employees to report hazards and how the reports will be analyzed and resolved

Mishap Investigations – Discuss methods of response, reporting, and investigation of mishaps

Trend Analysis – Discuss approach in performing trend analysis and methods of documenting data

The Safety and Health Plan

• Hazard Prevention and Control Discuss the approach to be used for selecting controls appropriate to the hazardous operations associated with this contract Maintain a list of hazardous operations and processes Develop written procedures to identify safety procedures Describe methods for notification of personnel

Medical (Occupational Healthcare) Program – describe medical surveillance program, response to injuries & illnesses, case management

Disciplinary System – approach to modify behaviors Emergency Preparedness – approach used for emergency preparedness and contingency planning that addresses fire, explosion, weather, environmental releases or other potential emergencies

• Safety and Health Training Program Description – describe your training program to ensure safe work practices, hazard recognition and to meet all regulatory requirements.

Tailor training toward specific audiences – managers, supervisors, employees (crafts, office workers, etc.).

Train for emergencies – fire drills, evacuation drills, site emergencies.

• Pay special attention to the miscellaneous reports contained in the body of the Safety & Health Plan DRD under Other Deliverables – building fire warden roster; hazardous materials inventory; roster of terminated employees; material safety data sheets; OSHA logs; program self evaluation. This affects cost.

• Review the requirements provided in JSC Safety and Health Requirements (JPR 1700.1) JSC Safety & Health Requirements | NASA and describe how you will incorporate JSC requirements into your Safety & Health Program.

• For the good of your employees and your business, take safety seriously and proactively plan to PREVENT injuries.

Recommendations https://www.nasa.gov/johnson/jsc-safety-health-requirements

CHARLES Preproposal Conference

***10 Minute Break***

Volume III – Cost/Price Factor

Tyrone Wright Cost/Price Analyst

Institutional & Procurement Operations Office

• SEB Pricing Process

• Government Resource Estimate

• IDIQ Process Flowchart

• IDIQ Workbook Templates Overview

• Specified Resources Overview

• Other Workbook Templates

• Common Cost/Price Volume Errors

The SEB Pricing Process

What does the Source Evaluation Board (SEB) do with your Cost/Price proposal?

• Read all narrative portions of the Cost/Price Volume

• Validate all Offeror’s Excel pricing templates

• Integrate pricing models of Prime and Major Subcontractors

• Test integrated pricing models

• Make probable cost adjustments (only if necessary)

• Error Corrections/Reconciliations

• Direct Labor and Indirect Rates adjustments based on analysis

• Staffing adjustments as a result of SEB findings (WYEs and skill mix)

• Non-Labor Resources (NLR) adjustments

• DCAA/NASA Auditor or DCMA input, as applicable

Examples of probable cost adjustments

Direct Labor Rates Adjustment Use current labor market surveys and indices

Indirect Rates Adjustment DCAA/Auditor Input (Incurred Cost Rates, Provisional Billing Rates, etc.)

DCMA Forward Pricing Rates Agreement (FPRA) or Forward Pricing Rates Recommendation (FPRR)

Technical Evaluation (WYE and NLR Adjustments) Based on all technical weaknesses related to resources (WYEs/Skill Mix or NLRs)

Examples of probable cost adjustments

Error Corrections/Reconciliations Mathematical Corrections Formula Error Corrections Linking Error Corrections

After evaluation, the Source Selection Authority (SSA) will be briefed on the results Proposed Cost vs. Probable Cost & Delta Rationale for Probable Cost Adjustments

Government Resource Estimate (GRE)

What is a GRE?

• Government’s best estimate of resources (WYE’s and Skill Mix) and

NLRs

• Assists with assessing the general overall scope of the scenario described in TA2 of the Mission Suitability Volume

The GRE is provided in Table L-1 of the RFP

• Represents the WYE Estimate for one year of work covered by the

TA2 scenario

Government Resource Estimate (GRE)

The GRE is not intended to influence the Offeror’s proposed estimates. Offerors shall develop their own estimates that are:

• Consistent with their own Management Approach

• Consistent with their own Technical Approach

IDQ Process Flowchart

FULLY BURDENED

RATES TEMPLATE

(FBR)

(Major Subcontractor)

FULLY BURDENED

RATES TEMPLATE

(FBR)

(Prime)

TASK ORDER

PRICING TEMPLATE

– TA2

(TOPT-TA2)

IDIQ SUMMARY COST

TEMPLATE (ISCT)

(TOPT-TA2 + TOPT-SR

[ALL LOCATIONS])

FBR from MINOR

SUBCONTRACT

TEMPLATE

(MST)

TASK ORDER

PRICING TEMPLATE

– SPECIFIED

RESOURCES

(TOPT – SR

[LOCATION])

TECHNICAL

RESOURCES

SUMMARY

TEMPLATE – TA2

(TRST-TA2)

FULLY BURDENED RATES TEMPLATE

(FBR)

(Major Subcontractor)

FULLY BURDENED RATES TEMPLATE

(FBR)

(Prime)

TASK ORDER PRICING TEMPLATE – TA2

(TOPT-TA2)

IDIQ SUMMARY COST TEMPLATE (ISCT)

(TOPT-TA2 + TOPT-SR [ALL LOCATIONS])

FBR from MINOR SUBCONTRACT TEMPLATE

(MST)

TASK ORDER PRICING TEMPLATE – SPECIFIED RESOURCES

(TOPT – SR [LOCATION])

TECHNICAL RESOURCES SUMMARY TEMPLATE – TA2

(TRST-TA2)

IDIQ Workbook Templates Overview

EPM IDIQ Workbook Templates for IDIQ work

• TRST-TA2 – Technical Resources Summary Template – TA2

(Prime Only)

• TOPT-TA2 – Task Order Pricing Template – TA2 (Prime Only)

• TOPT-SR (JSC) – Task Order Pricing Template – Specified

Resources (JSC) (Prime Only)

• TOPT-SR (El Paso) – Task Order Pricing Template – Specified

Resources (El Paso) (Prime Only)

• TOPT-SR (LaRC) – Task Order Pricing Template – Specified

Resources (LaRC) (Prime Only)

• TOPT-SR (WFF) – Task Order Pricing Template – Specified

Resources (WFF) (Prime Only)

IDIQ Workbook Templates Overview

EPM IDIQ Workbook Templates for IDIQ work

• ISCT – IDIQ Summary Cost Template (Prime Only)

• FBR – Fully Burdened Rates Template (Prime and Major Subs)

• MST – Minor Subcontract Template (Prime Only)

Specified Resources Overview

What are Specified Resources?

• The CHARLES RFP includes specified labor and non-labor resources to be used for proposal evaluation purposes. These specified resources are the Government’s best estimate of the types and quantities of labor and non-labor resources that, based on historical and other experience, may be required to successfully accomplish future Indefinite Delivery/Indefinite Quantity (IDIQ) work under the CHARLES contract, absent being able to define specific future task requirements. The RFP includes specified resources to provide a fair and consistent basis to evaluate the most probable and realistic cost of potential future IDIQ work at a point in time before actual future IDIQ requirements can be clearly defined.

What are Specified Resources?

• Specified Resources (Direct Labor Hours and NLRs) are provided in the following tables of the RFP:

• L-2 and L-2a for JSC

• L-3 and L-3a for El Paso

• L-4 and L-4a for LaRC

• L-5 and L-5a for WFF

• Do not reflect actual estimates of IDIQ Task Orders

• Offerors shall not make any adjustments to the Specified

Resources for each SLC or NLR per Contract Year

For the Government’s use in the evaluation of proposed rates for Specified Resources:

• Fully Burdened Rates (FBRs) per SLC per Contract Year

• Non-Labor Resources (NLRs) as specified in the RFP per Contract Year

Note: Offerors shall propose FBRs for all SLCs contained in Section B of the Model Contract, and the TOPT-SR. These rates shall match. If they do not, a probable cost adjustment will be made to the rates that are more substantiated through cost and pricing data contained in the Offeror’s Cost/Price proposal.

Other Workbook Templates

• Indirect Rates Template (IRT) – Prime and Major Subs

• Include separate copies of the IRT for each proposed indirect rate

(except G&A)

• G&A Template (GAT) – Prime and Major Subs

• Incumbent Retention and Pay Template (IRAP) – Prime, Major Subs, and

Minor Subs over the threshold defined in JPI 1852.231-71(d)

• Fringe Benefits Analysis of Compensation Plan (FBAC) – Prime, Major

Subs, and Minor Subs over the threshold defined in JPI 1852.231-71(d)

• Incumbency Assumptions Template (IA) – Prime, Major Subs, and Minor

Subs over the threshold defined in JPI 1852.231-71(d)

• Cognizant Federal Agency and Audit Office Template (CFAOT) – Prime and Major Subs

• Phase-in Template (PIT) – Prime only

Common Cost/Price Volume Errors

Proposals with Omissions

• Lack of narrative showing rationale

• Detailed description of Overhead, G&A, and other Indirect

Rates for future years not provided in the proposal narrative, and missing data for prior three years

Logic Issues

• Inconsistent content within the proposal

Failure to follow template directions

• FBRs in the IDIQ templates do not match the proposed rates in

Section B of the Model Contract (very common)

• Placing hard numbers instead of formulas/links where appropriate

Common Cost/Price Volume Errors

Narrative basis of proposed Cost/Price estimate is not:

• Specific

• Clear

• Detailed

Lack of reconciliation between different areas of the proposal

• Technical Approach

• Management Approach

• Cost

In the IRAP Template, escalation should be expressed as a percentage, not as a number.

Questions & Answers

• Questions:

Verbal questions will be answered following the presentation. Please use the raise hand feature in Microsoft Teams for your question to be recognized or place the question in the chat feature.

Responses to verbal questions will not be considered official.

The Government expects verbal questions received from Industry will be followed up in writing.

Questions submitted electronically will be answered and posted to www.sam.gov and will be considered official responses. If a difference exists between verbal and written responses to questions, the written responses shall govern.

The deadline for submitting questions regarding the RFP or this conference is May 20, 2022.

How To Get Connected

• CHARLES Procurement Website

• www.nasa.gov/jsc/procurement/charles

• JSC Procurement Website

• www.nasa.gov/jsc/procurement

• Industry Assistance – Bldg. 1- JSC

• jsc-smallbusiness@mail.nasa.gov https://nasa.gov/jsc/procurement/charles http://www.nasa.gov/jsc/procurement

Published Schedule

Subject to change, monitor CHARLES Website

• Request for Proposal Released 4/29/2022

• Preproposal Conference 5/18/2022

• Contract Award 12/6/2022

• Contract Start 3/1/2023

Conclusion

This concludes the Johnson Space Center Preproposal Conference for the CompreHensive Aircraft Readiness, Lifecycle,…

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