80JSC023R0002P00001.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT 1

1. CONTRACT ID CODE

I

PA

E OF PAGES

I 22

2. AMENDMENT/MODIFICATION NUMBER 3. EFFECTIVE DATE 4. REQUISITION/PURCHASE REQUISITION NUMBER

5. PROJECT NUMBER (If applicable)

P00001

6. ISSUED BY CODE 7. ADMINISTERED BY (If other than Item 6) CODE I NASA Johnson Space Center 2102 NASA Parkway, Houston, TX 77058-3696

8. NAME AND ADDRESS OF CONTRACTOR (Number, street, county, State and ZIP Code) (X) SA. AMENDMENT OF SOLICITATION NUMBER

80JSC023R0002

SB. DATED (SEE ITEM 11)

10A. MODIFICATION OF CONTRACT/ORDER NUMBER

10B. DATED (SEE ITEM 13)

CODE I 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 D is extended. � is not extended.

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

or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT 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 letter or electronic communication, provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NUMBER AS DESCRIBED IN ITEM 14.

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

NUMBER IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation data, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

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

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

The purpose of Amendment P00001 to the Research, Engineering, and Mission Integration Services 2 (REMIS2) Request for Proposal (RFP) posted on April 14, 2023 is to:

1) Update the scope of ORD No. REMIS2-PR-02, Total Compensation Plan (TCP) on page J-1-38.

2) Update the Section B references on page L-30 for Template 3 and Template 5 under Section 4 of L.24.1 COST AND PRICE

PROPOSAL INSTRUCTIONS.

3) Update the submission instructions for Attachment L-4 Past Performance Questionnaire template on page L-48.

Except as provided herein, all terms and conditions of the document referenced in Item SA or 1 OA, as heretofore changed, remains unchanged and in full force and effect.

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

15B. CONTRACTOR/OFFEROR 15C. DATE SIGNED

(Signature of person authorized to sign)

Previous edition unusable

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

Audrey C. Montgomery

16B. UNITED STATES OF AMERICA 16C. DATE SIGNED

(Signature of Contracting Officer)

STANDARD FORM 30 (REV.11/2016)

Prescribed by GSA FAR (48 CFR) 53.243

See Block 16B

04/14/2023

See Block 16B

80JSC023R0002 ATTACHMENT J-1

RESEARCH, ENGINEERING, MISSION INTEGRATION SERVICES 2 (REMIS2) CONTRACT

J-1-38

DATA REQUIREMENTS DESCRIPTION

(Based on JSC-STD-123)

1a. DRD Title:

Total Compensation Plan

(TCP)

1b. Data Type: 2

2. Date of Current Version

September 27, 2021

3a. DRD No.

REMIS2-PR-02

3b. RFP/Contract No.

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4. Use (Define need for, intended use of, and/or anticipated results of data) For NASA to evaluate the reasonableness of compensation for service contracts in accordance with FAR 52.222-46 and JPI 1852.231-71.

5. DRD Category __ Technical X Administrative

__ SR&QA

6. References (SOW, Clause, etc.)

FAR 52.222-41, Service Contract Labor Standards FAR 52.222-46, Evaluation of Compensation for Professional Employees FAR 52.222-62, Paid Sick Leave Under Executive Order 13706 FAR 52.237-10, Identification of Uncompensated Overtime NFS 1822.1008-2,” Successorship with Incumbent Contractor Collective Bargaining Agreement” NFS 1831.205-670, “Evaluation of Contractor and Subcontractor Compensation for Service Contracts” JPI 1852.231-71, Determination of Compensation Reasonableness SOW 2.10.2, Total Compensation Plan

7. Interrelationships (e.g., with other DRDs)

8. PREPARATION INFORMATION: The contractor shall prepare the deliverable as follows:

SCOPE:

The Total Compensation Plan (TCP) shall identify and discuss wages, salaries, and fringe benefits for professional employees and non-exempt service employees in all proposed labor categories, including those personnel subject to union agreements, the Service Contract Labor Standards, and those exempt from both of these. By evaluating the compensation of all labor categories, this plan combines the requirements of FAR 52.222-46 and JPI 1852.231-71. The Plan shall address the requirements of the Service Contract Labor Standards and commit to the compliance of all wage determinations.

The Total Compensation Plan and Fringe Benefits Analysis of Compensation Plan (FBACP) template shall be required for the prime team members when the total potential value is expected to exceed the certified cost or pricing data threshold set forth in FAR 15.403-4 and for all subcontractors that meet the criteria in JPI 1852.231-71(d). The FBACP template shall be provided as part of the Cost/Price Volume of the proposal and will be evaluated as part of the Total Compensation Plan. The TCP should be consistent with this template. (The FBACP template is not required as part of a TCP submitted after award.) For hybrid contracts: A TCP is not required for the subcontractor(s) that provide(s) support for only the fixed price portion of this procurement. If the subcontractor(s) provide(s) support for the fixed price and the cost reimburseable portion, a TCP is required. The TCP (excluding the templates) shall become part of the contract as Attachment J-8. A compliance matrix is not required. For TCPs submitted after award, the contractor shall submit either a Change Matrix or submit a copy of the TCP in track changes mode.

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B. The contractor/team shall describe their commitment for compliance with the Service Contract Labor Standards, any other applicable laws, regulations, statutes, and guidance and all wage determinations, which includes any applicable collective bargaining agreements.

C. The contractor shall include the rationale for any conformance procedures used or those Service Contract Labor Standards employees proposed that do not fall within the scope of any classification listed in the applicable wage determination.

D. State contract year one direct labor rates and planned labor rate escalations for exempt and non-exempt employees. Explain how wage/salary ranges and their corresponding escalation were established for each labor classification identified. Supporting information shall include data, such as recognized national and regional compensation surveys and studies of professional, public, and private organizations used in establishing this proposed TCP. If the offeror is relying upon Wage Determination updates to increase the wages of contract non-exempt and non-union personnel, explain how your company plans to retain these personnel and maintain morale should the Department of Labor not escalate their wages. The contractor shall provide written support to demonstrate that its proposed compensation is reasonable. To demonstrate evidence of reasonableness, the contractor shall provide the applicable portion of the surveys/ studies. The surveys/studies provided are not part of the page count.

E. If uncompensated overtime is proposed, it shall be in accordance with FAR 52.237-10, “Identification of Uncompensated Overtime”. If proposed, the contractor shall discuss the effects of uncompensated overtime on the Total Compensation Plan and provide a discussion as to whether the uncompensated overtime is voluntary or involuntary. Describe the possible effects that uncompensated overtime will have on employee morale and retention. The contractor shall provide a copy of the company policy for uncompensated overtime with proposal. This uncompensated overtime policy is not part of the page count.

F. State the policies on seniority for benefits with regard to exempt employees. For example, with regard to leave and retirement programs, from what date is seniority calculated – the date of hire, service on the prior NASA contract, or service on all prior NASA contracts?

G. Discuss the contractor’s company’s fringe benefit policies and practices. Each Offeror must propose a compensation structure that is sufficient to recruit and retain employees.

• For each benefit, discuss whether the benefit applies to exempt employees, non-exempt and non-union employees, and/or non-exempt and union employees, (or some combination thereof).

• For Vacation (or Paid-Time Off) map the hours to the years of service. For example: 1-5 years = X hours; 5-10 years = X hours; 10 -15 years = X hours, 15-20 years = X hours, and 20+=X hours.

• For insurance benefits, discuss whether the benefit applies to the employee only, or the employee and family.

• If a category is non-applicable, then insert: “N/A” in the box.

• Each item must be addressed. Offerors may add fringe benefit categories to the table below but cannot delete benefit categories. The table may be modified to convey the information (Table is on the next page)

CONTENT:

A. State the company name(s) of the prime Offeror (or joint venture team members) and subcontractor(s), using the subcontractor definition found at JPI 1852.231-71(b). For subcontractors that will submit a TCP, state whether the Government can share your compensation data with the prime Offeror.

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Fringe Benefit

Company Share of

Premiums (both % and dollar value)

Employee Share of

Premiums (both % and dollar value)

Specific Benefit

Deductibles Amount

Vesting Period

Exempt, Non-

Exempt, and/or

CBA?

Vacation Leave

Sick Leave

Paid-Time Off Leave Roll- Over Compensatory Time Bereavement Leave Jury Duty Leave

Military Leave

Holiday Leave Short-Term Disability Long-Term Disability

Life Insurance Accidental Death and Disability

Overtime Pay

Health Insurance Plan A

Health Insurance Plan B

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Fringe Benefit

Company Share of

Premiums (both % and dollar value)

Employee Share of

Premiums (both % and dollar value)

Specific Benefit

Deductibles Amount

Vesting Period

Exempt, Non-

Exempt, and/or

CBA?

Dental

Vision

Health Savings Account

Retirement Benefits

401K Plan

FORMAT: Electronic, compatible with the Program Authorized Repository. Must include the content listed above.

The page limit for the TCP is 15 pages for the Prime and 15 pages for each subcontractor [subcontractors are defined in JPI 1852.231-71(d)]. For joint ventures, the page limit is 15 pages per team member. The prime, subcontractors, and team members are permitted to combine data into one TCP, and the page limit for the combined TCP will be 15 pages.

9. OPR: ISS Procurement Contracting Officer

10. FIRST SUBMISSION DATE: Due with proposal

Frequency of Submission: Update and submit as requested per the CO Additional Submissions: As requested by the CO.

11. MAINTENANCE: The Contractor may revise the Plan at any time or at the direction of the Contracting Officer. Revisions to the Plan are subject to Contracting Officer review. In accordance with NFS 1831.205-670, the Contracting Officer must evaluate the reasonableness of compensation for service contracts periodically after award, but at least every three years. Revisions shall be submitted with track changes.

12. COPIES/DISTRIBUTION:

1 electronic copy: Program Authorized Repository

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Program Authorized Repository Upload Notification: NASA CO, Contractor Industrial Relations Officer (mail code BC), NASA COR (and alternate)

13. REMARKS: The final plan, as approved, shall be incorporated in the contract as Attachment J-8, Total Compensation Plan.

80JSC023R0002 SECTION L

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L.24 COST AND PRICE FACTOR – VOLUME III

L.24.1 COST AND PRICE PROPOSAL INSTRUCTIONS

There is no page limit for the cost and price volume. The intention of this solicitation is to obtain the work described herein by means of a contract with an Indefinite Quantity Task Order effort. The contract will be for a 7-year basic effort and one 2-year option period. For pricing purposes, the Offeror shall use the total potential ordering period from October 1, 2023, to September 30, 2032.

The Government assumes that adequate price competition exists and that the amount and types of data required will be adequate to ensure the cost/price proposals have been prepared on a sound basis that will allow the Government to evaluate the Offeror’s competitive approach, and to determine cost realism. Therefore, the submission of certified cost or pricing data is negated (FAR 15.403-1) and will not be requested unless proposed prices appear unreasonable or unrealistically low and there are concerns that the Contractor may default; and/or if only one proposal is received in response to the solicitation (FAR 15.403-1(c)). Offerors will be advised if additional ‘other than certified cost or pricing data’ is required (FAR 15.403-3).

Should the Government deem it necessary, comprehensive audits of the prime and any of the subcontractor’s proposals may be performed by another Government Agency, such as the Defense Contract Audit Agency (DCAA), or an independent public accounting firm (pursuant to NFS 1815.404-2(a)(1)(F) “Use of Contractor to Perform Contract Audit Services”). These audits may include “business system audits” such as audits of the Offeror’s accounting, estimating, purchasing, compensation, and/or other internal controls. If awarded the contemplated contract, the Offeror is expected to have or obtain the proper accounting/estimating systems for Cost- Reimbursement type contracts in accordance with FAR regulations.

The cost/price proposal should encompass all costs associated with the requirements of this solicitation and shall comply with applicable Federal Acquisition Regulation (FAR), NASA FAR Supplement (NFS), and governing statutory requirements.

The Cost and Price volume for the Offeror should consist of three Parts, with each Part consisting of various Sections. Each Part and Section should be clearly labeled. Table L-3 outlines the structure of the three Parts and their respective Sections.

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TABLE L-3 COST AND PRICE VOLUME STRUCTURE

Cost and Price Volume – Part 1. General Cost Information Section 1 – Cost/Price Proposal Introductory Page and Table of Contents Section 2 – Subcontract Cost Analysis Section 3 – Escalation Cost and Price Volume – Part 2: Cost/Price Templates Section 4 - Workbooks Cost Price Summary Template Attachment L-5 Cost and Price Volume – Part 3: Contractor Basis of Estimate (Separate File) Section 5 – Cost Narrative/ Contractor Basis of Estimate (BOE)

COST AND PRICE VOLUME – PART 1: GENERAL COST INFORMATION

SECTION 1: COST/PRICE PROPOSAL INTRODUCTORY PAGE AND TABLE OF

CONTENTS

The following information is required on the introductory page of the cost/price proposal:

• Title: “Volume III: Cost/Price Proposal”

• Solicitation Number

• The Offeror’s (or Business) name and address

• CAGE Code

• Type of contract, place(s), and period(s) of performance

• The total proposed amount, stated in Cost, Fee, and Total

• Name, address, telephone, and fax number of the Government cognizant contract audit office

• Name, address, telephone, and fax number of the Government cognizant contract administration office

• Name, title, telephone number, and e-mail address of a Point of Contact familiar with and authorized to provide additional information concerning the Cost Proposal to both NASA and Auditors from other Government agencies

The cost and price volume should include a table of contents for ready reference to key parts, figures, and illustrations. For convenience, the cost and price volume may be divided into separate files, provided they are properly identified as such, e.g., “Volume III, Part I”, and must adhere to all other format and page-limitation instructions given herein. For Part 2, each of the workbooks should be clearly labeled. Cost and Price Volume, Part 3 should be in a separate file for ease of use during proposal evaluation.

L-28

SECTION 2: SUBCONTRACT COST ANALYSIS

Per FAR 15.404-3(b), Offeror and any subcontractors are instructed to “conduct appropriate cost or price analyses to establish the reasonableness of proposed subcontract prices” and “include the results of these analyses in the proposal”. The proposal should provide details and a discussion on all adjustments made to the subcontractor’s rates, including any adjustments on fee/profit.

The proposal should provide a discussion on the use or non-use of any adjustments based on Offeror history with the subcontractor.

SECTION 3: ESCALATION

Offeror should include all escalation (i.e., Direct Labor Rate, Indirect Rate) in the submitted cost/price proposal. Offerors are required to propose realistic direct-labor escalation rates.

Offerors should provide adequate documentation in support of all proposed direct-labor rates.

Wage/salary increases should follow any applicable union agreements, collective bargaining agreements, wage determinations, etc. Offerors should provide the most recent three years of historical labor escalation for similar projects, if available. Include the rationale and methodology used for the annual escalation rate development – including escalation assumptions, sources of projections, how these rates reflect your prior company experience, and how they relate to your total compensation package.

COST AND PRICE VOLUME – PART 2: COST/PRICE TEMPLATES

SECTION 4: WORKBOOKS

Specific Instructions:

Formulas: All formulas used in the electronic spreadsheets must be clearly visible. The workbooks should not contain macros or hidden cells. The use of external links is prohibited.

Pre-populated Formulas: Selected templates have formulas pre-populated by the Government as a courtesy. Offeror is responsible for ensuring the accuracy of these formulas and editing/correcting them as necessary.

Locks: The electronic submittal should not be locked/protected or secured by passwords in part or in whole.

Scanned Documents: The Government has provided Cost/Price templates for completion by the Offeror in a Microsoft Excel format. Offeror is instructed to submit the templates in a Microsoft Excel format and should not submit scanned versions in the electronic submittal.

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Rounding: Monetary amounts, other than Direct Labor Rates, may be expressed to the closest whole dollar amount, with cents omitted. Indirect Rate Percentages and Direct Labor Rates should be expressed to no less than the second decimal place.

Offeror is instructed to complete all templates provided in the attached Microsoft Excel Workbook, REMIS2 Cost Price Summary Template.xlsx, Attachment L-5. The Offeror may resize/edit the templates to better fit the proposal package and/or its estimating and accounting practices but must adhere to the format designs provided. The Offeror’s own format should be used for supporting information.

Template 1: Cost-Price Summary

This template is designed to summarize the total cost and price by year from the Cost-Plus Fixed Fee (Template 2) and Firm-Fixed Price (Template 4) templates.

Template 2: CPFF IDIQ Labor Rates

The Government may order services on an IDIQ basis at any time during the base period and option years.

Prime Offerors are required to submit a schedule of not-to-exceed cost-plus fixed fee fully burdened straight time hourly rates by year.

Fully burdened productive straight time labor rates are required for each labor category applicable to the RFP (reference contract attachment J-4, Standard Labor Categories*). The fully burdened labor rates should include wage, salary, health and welfare cost, overhead, G&A, and escalation for all personnel. The total cost will consist of one hour of labor for each standard labor category that was provided with fee applied.

* Offeror may propose additional labor categories but must fill-in the proposed rates in the cost and price worksheets and the rate table in contract section B (clause B.9, “CPFF IDIQ Rates”) and provide the proposed labor category’s description and qualifications in Attachment J-4, Standard Labor Categories.

Template 3: CPFF IDIQ Rate Development

This template is the supporting work sheet for the “CPFF IDIQ Labor Rates Template.” Prime Offerors are required to submit the IDIQ labor rate development template for each year in the seven-year base ordering period and the two-year option ordering period. Additionally, the Offeror shall map their respective labor categories to the Government provided standard labor categories.

Offerors shall assume the government will not award any REMIS2 Task Orders when forecasting their business base for the development of labor, non-labor, and burden rates for this effort.

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Column H shall correspond to Section B.9.

Template 4: FFP IDIQ Labor Rates

The Government may order services on an IDIQ basis at any time during the base period and option years.

Prime Offerors are required to submit a schedule of not-to-exceed fixed-price fully burdened straight time hourly rates by year.

Fully burdened productive straight time labor rates are required for each labor category applicable to the RFP (reference contract attachment J-4, Standard Labor Categories*). The fully burdened labor rates should include wage, salary, health and welfare cost, overhead, G&A, and escalation for all personnel. The total price will consist of one hour of labor for each standard labor category that was provided with profit applied. The total price of all standard labor categories will be used for evaluation purposes. Any additional labor categories proposed will be evaluated for reasonableness.

* Offeror may propose additional labor categories but must fill-in the proposed rates in the cost and price worksheets and the rate table in contract section B (clause B.8, “Firm-fixed Price IDIQ Rates”) and provide the proposed labor category’s description and qualifications in Attachment J-4, Standard Labor Categories.

Template 5: FFP IDIQ Rate Development

This template is the supporting work sheet for the “FFP IDIQ Labor Rates Template.” Prime Offerors are required to submit the IDIQ labor rate development template for each year in the seven-year base ordering period and the two-year option ordering period. Additionally, the Offeror shall map their respective labor categories to the Government provided standard labor categories.

Offerors shall assume the government will not award the IDIQ effort when forecasting their business base for the development of labor, non-labor, and burden rates for this effort.

Column H shall correspond to Section B.8.

Templates 6a, 6b, and 6c: Indirect Rate

This template is designed to collect information pertaining to the indirect rates utilized in the proposal and should be duplicated as necessary.

Offerors will utilize established Forward Pricing Rate Agreement (FPRA) or Forward Pricing Rate Recommendation (FPRR) data in the development of their cost proposal, if applicable. For all FPRAs and FPRRs utilized in an Offeror’s cost proposal, the Offeror is to provide a statement identifying the agreement by report number, date issued, and the issuing agency’s office and

L-31 phone number. A copy of the FPRA and/or FPRR is to be included (this document may be a scanned PDF file). Should an Offeror deviate from the published FPRA or FPRR, a written explanation and justification shall be included in the supporting information, stating the rationale and methodology used for the varying rate development and indicating a clear description of the projected rate. Offerors utilizing a FPRA for indirect rates are instructed to not complete and submit an “Indirect Rate” worksheet for that FPRA rate.

Absent a FPRA/ FPRR, the Offeror is instructed to submit a template for each indirect rate proposed (i.e., labor overhead, fringe benefits, general & administrative) and should list the cost elements of each pool and the dollar amount of each cost element by Contractor Fiscal Year.

Offeror should include the dollar amount of the application base and calculate the resultant rates.

In the event the Offeror’s fiscal year and anticipated contract year do not coincide, the Offeror is instructed to reconcile the rate and explain how the fiscal-year rates result in the proposed contract-year rates. Offeror is instructed to also indicate the rate for the previous three years in the appropriate location and disclose the application base at the top of the template. Offeror is instructed to include a narrative discussion supporting estimates and explaining significant changes in either expenses or the application base that exists from one year to the next.

Template 7: Cognizant Audit Office Template (CAOT)

This template is designed to capture relevant information concerning (1) the specific location (address or addresses for prime and proposed subcontractors, as appropriate) where auditable cost information that supports amounts proposed physically resides; (2) the person or persons (name, address, phone number, and e-mail address) who can be contacted by DCAA to provide audit information for the prime Offeror, (3) the person or persons (name, address, phone number, and e-mail address) who can be contacted by DCAA to provide audit information for companies, partners (in a teaming, joint venture, or partnership situation) or proposed subcontractor(s); and

(4) the name and address of the cognizant DCAA field-audit office to which electronic and hardcopy proposals were sent. The name, location, and contact information for the DCMA DACO or ACO.

Template 8: Fringe Benefits Analysis of Compensation Plan (FBACP)

Refer to Section J-1, Data Requirement Description REMIS2-PR-02, Total Compensation Plan, for instructions pertaining to this template.

COST AND PRICE VOLUME – PART 3: CONTRACTOR BASIS OF ESTIMATE

(SEPARATE FILE)

SECTION 5: COST NARRATIVE/ CONTRACTOR BASIS OF ESTIMATE (BOE)

Offeror is instructed to provide narrative support of all proposed estimates. The narrative should explain in detail: pricing and estimating techniques, the basis of all projections (i.e., rationale, L-32 assumptions, and cost methodologies), cost estimating relationships, and judgmental factors of cost projections. The Offeror’s own format may be utilized.

(End of provision)

L.25 RESPONSIBILITY CONSIDERATIONS – VOLUME IV

Additional information is required to determine responsibility in accordance with FAR 9.104-1, General Standards as stated below.

(a) Responsibility Information

1) With Initial Proposal Submission: Offerors shall include Responsibility Determination information (per FAR 9.104, Standards) that includes their:

a) Organizational Conflicts of Interest (OCI) information: In accordance with FAR Subpart 9.5, Organizational and Consultant Conflicts of Interest, the offeror and proposal will be reviewed for existing and potential OCI issues in relation to this procurement. The offeror shall submit the information required by the OCI Plan

DRD-REMIS2-PR-03.

b) Responsibility Determination Disclosures (Financial Capability): To determine if an Offeror is in accordance with FAR 9.104-1(a), Offeror is instructed to submit information which demonstrates its financial capability to perform the contract. Acceptable information includes letters from certified United States banks indicating the available amount of credit for the business and the company’s annual report. If a teaming arrangement, joint venture, or other business combination is contemplated, disclose each participant’s responsibility for financial management of the venture, funding requirements, limitation of liabilities, and any other information which describes the financial arrangement.

c) FAR 16.301-3, Cost-Reimbursable Contracts, Limitations: FAR 16.301-3, Cost-Reimbursable Contracts, Limitations requires that a contractor's accounting system be adequate for determining costs applicable to the contract prior to the award of a cost-reimbursement contract. This also applies to any subcontractor that is proposed to receive a cost-reimbursement type contract. Offerors and their proposed subcontractors shall provide evidence of an adequate accounting system as determined by the cognizant administrative office for accumulating and reporting incurred costs. If a determination of adequacy of your accounting system has not been made by the Government (normally DCAA), then the Offeror shall complete the “Pre-award Survey of Prospective Contractor Accounting System Checklist” found in Attachment L-6 and provide a copy of that signed document with Volume IV, Responsibility Considerations. An adequate accounting system is not an evaluation

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ATTACHMENT L-4 PAST PERFORMANCE QUESTIONNAIRE TEMPLATE

Attachment L-4

Past Performance Questionnaire Template

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ATTACHMENT L-4 PAST PERFORMANCE QUESTIONNAIRE TEMPLATE

Complete one set of letters and forms for each Past Performance reference. Additional space or blank sheets may be added to answer any question.]

Transmittal Letter to Accompany Present/Past Performance Questionnaire

FROM:

SUBJECT: Present/Past Performance Questionnaire for Contract(s):

We are currently responding to NASA Johnson Space Center’s (JSC’s) Request for Proposal (RFP). This RFP requires Offerors to identify customers and solicit their response regarding our performance.

We are providing present and past performance data to NASA JSC relating to our performance identified on contract ___________________ (contract name/number). The RFP instructs that we provide our customers with the attached questionnaire and requests that you provide requested data and submit it by _______________________ directly to:

Contract Name: Research, Engineering, and Mission Integration Services 2 (REMIS2) Attn: BG/ Audrey Montgomery Email address: JSC-REMIS2@mail.nasa.gov

You are also encouraged to email the questionnaire(s).

The information contained in the completed Past Performance Questionnaire is considered sensitive and cannot be released to us, the Offeror. If you have any questions about the acquisition or the attached questionnaire, your questions must be directed back to the JSC point of contact identified above. Thank you for your timely assistance.

Sincerely, (Company Official) cdweiss Cross-Out

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Offeror Identification

Please provide the following information:

1. Contractor Information Company:

Division:

Mailing Address:

2. Contract Number:

3. Contract Type:

4. Product/Service Description:

5. Contract Award Date:

6. Period of Performance (basic and any options):

7. During this contract period of performance, this firm was the: Prime Contractor Significant Subcontractor Team Member Other (please describe):

What percentage of the Total Contract Value for this contract did the firm perform, and what is the Total Contract Value? Percentage of work performed by contractor ___________; total contract value ___________

8. Does a corporate or ownership relationship exist between the contractor being evaluated and your organization? No Yes – If yes, please describe the relationship:_______________________

9. Unusual contract features or conditions:

Past Performance Evaluation

Based on your knowledge of the contract identified above, please provide your assessment of how well the contractor/key personnel performed on each of the following questions. It is very important to keep in mind that only performance in the past five (5) years is relevant.

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Please rate the contractor as described below in the following technical, schedule, contract management and cost performance, and general areas.

Exceptional (E) – Performance meets contractual requirements and exceeds many to the Government’s benefit. The contractual performance of the element or sub-element being evaluated was accomplished with few minor problems for which corrective actions taken by the contractor were highly effective.

Very Good (VG) – Performance meets contractual requirements and exceeds some to the Government’s benefit. The contractual performance of the element or sub-element being evaluated was accomplished with some minor problems for which corrective actions taken by the contractor were effective.

Satisfactory (S) – Performance meets contractual requirements. The contractual performance of the element or sub-element contains some minor problems for which corrective actions taken by the contractor appear or were satisfactory.

Marginal (M) – Performance does not meet some contractual requirements. The contractual performance of the element or sub-element being evaluated reflects a serious problem for which the contractor has not yet identified corrective actions. The contractor’s proposed actions appear only marginally effective or were not fully implemented.

Poor/Unsatisfactory (P/U) – Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The contractual performance of the element or sub-element contains a serious problem(s) for which the contractor’s corrective actions appear or were ineffective.

Not Applicable (N/A)– Contractor not required to provide the service or product indicated.

Technical Performance Category N/A P/U M S VG E

1. Overall performance in planning and controlling the program

2. Overall quality of technical services and support

3. Compliance with technical requirements and performance standards in providing safety and mission assurance support and services

4. Insight in understanding customer requirements and priorities

5. Initiative in identifying and resolving unforeseen technical and schedule problems (causes, impacts, and resolutions)

6. Surveillance, and management of major/critical subcontractors

7. Contractor’s ability to correct performance deficiencies

8. Ability to use metrics and other tools to accurately measure and track program

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Technical Performance Category N/A P/U M S VG E

9. Record in demonstrating a thorough understanding of the nature of the work required and the disciplines required to accomplish them

10. Record in identifying and mitigating risks

11. Effectiveness of technical training program

12. Please give a narrative as to why you chose the adjective you did for the 11 areas above, especially for those answers that are other than “satisfactory.”

13. Other particular strong/weak points of contractor’s technical performance.

Schedule Performance Category N/A P/U M S VG E

1. Ability to provide a qualified workforce to fulfill schedule requirements

2. Content, accuracy, and timeliness of technical reports

3. Adherence to task schedules

4. Timeliness and accuracy of cost and business reports

5. Record in completing technical tasks/milestones, deliverables within established schedules

Contract Management and Cost Performance N/A P/U M S VG E

1. Adherence to estimated costs and contract cost targets

2. Ability to effectively plan efforts, provide realistic cost and schedule estimates, etc.

3. Ability to forecast and control costs

4. Ability to submit accurately and timely financial reports and credible forecasts of future resource requirements

5. Rate the degree of monitoring/guidance required in contract administration

6. Contract change order management (discuss contractor commitment to negotiate and implement contract changes in a timely manner)

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Contract Management and Cost Performance N/A P/U M S VG E

7. Rate the contractor’s record in effectively selecting and managing subcontractors

8. Rate the contractor’s history of reasonable and cooperative behavior and commitment to customer satisfaction

9. Rate the contractor’s record in reacting quickly and adjusting staffing levels and make-up to meet changing requirements

10. Performance in managing problems and implementing corrective actions:

11. Record in managing multiple and diverse projects/tasks from planning through execution phases

12. Record in managing complex projects at multiple, geographically dispersed sites

13. Record in adhering to or ability to meet goals for Small Business Subcontracting Goals

14. Overall effectiveness in communications, including lines of authority and reporting relationships

15. Contract Value:

Initial Value Current/Final Value

Estimated Cost $______________ $______________

Fee/Fee $______________ $______________

Total Value $______________ $______________

Describe any change(s) from original contract value:

16. Was there a cost overrun/under-run? No Yes – If yes, what was the magnitude?

Please explain:

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17. Does the contract have ceilings rates? No Yes – If yes, what are the rates?

18. Has the contractor exceeded the rates? No Yes – If yes, please explain:

19. If an award/incentive fee type contract, percent of available fee earned? _____%

20. Has the contract been partially or completely terminated for default or convenience? No

Yes – If yes, please explain the reason for termination (i.e., inability to meet cost or delivery schedules, performance, etc.:

21. What has been the key personnel turnover rate for this contract? _____________________

General N/A P/U M S VG E

1. Rate the contractor’s record in identifying key positions, filling these positions with individuals with required skills, and providing back-ups:

2. Rate the contractor’s record in recruiting, maintaining, and managing a workforce with the required skill mix:

3. Rate the contractor’s compliance with export control requirements:

4. Rate the contractor’s record in complying with safety, health, and environmental procedures/requirements:

5. Record in establishing and maintaining an effective quality assurance program and meeting quality improvement requirements:

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6. Approximately how many people were/are employed under this contract? ______________

7. Did any accidents or industrial illnesses resulting in lost time occur under this contract?

No Yes – If yes, please provide details:

8. In what areas below do you feel the contractor is strong?

Program/Project Management Risk Identification and Mitigation Attracting and Retaining Qualified Personnel Communication Technical Performance Technical Innovation Small Business Utilization Safety and Environmental Performance Cost Performance Response to Change

9. In what areas below do you feel the contractor is weak?

Program/Project Management Risk Identification and Mitigation Attracting and Retaining Qualified Personnel Communication Technical Performance Technical Innovation Small Business Utilization Safety and Environmental Performance Cost Performance Response to Change

7. Provide an example of an OCI issue that arose during contract performance, if any. No

Explain how the Contractor mitigated the OCI issue:

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RESPONDENT INFORMATION

1. Name of evaluator: _________________________________________________________

2. Position title: ______________________________________________________________

3. Agency/Company Name: ___________________________________________________ Mailing Address: _______________________________ Telephone Number: _______________________________

Facsimile Number: _______________________________ E-Mail Address: _______________________________

4. Your role in the program/contract:

5. Length of involvement in this program/contract: _____________________

6. Date questionnaire completed: _______________________