9Q0HDLA38001 RFP Docs Amend 2.pdf

Request for Proposals Number 9Q0HDLA38001 Value Engineering and Sourcing Support Tool (VESST)

All Prospective Offerors:

The U.S. General Services Administration (GSA), Hawaii Area Team (HAT), Pacific Rim, Region 9 hereby issues this Request for Proposals (RFP) to provide contractor support services for Value Engineering and Sourcing Support Tool (VESST) on behalf of the Defense

Logistics Agency (DLA), Aviation

Issue Date: revised November 1, 2010 (Amendment 2)

October 7, 2010

PAPER COPIES OF THIS RFP WILL NOT BE ISSUED

Issued By: Renee M. Hicks, Senior Contracting Officer

Acquisition Operations Division

U.S. General Services Administration (GSA)

Federal Acquisition Service (FAS)

3375 Koapaka Street, Suite I-590

Honolulu, Hawaii 96819

This Procurement is Unrestricted

Authority: This solicitation is issued in accordance with Federal Acquisition Regulation (FAR)

Subpart 12; Acquisition of Commercial Items and Subpart 15; Contracting by Negotiation.

A GSA IT Solutions Shop (ITSS) registration, also known as IT Solutions, is required to participate in this acquisition. Offerors must register and/or verify complete business mailing address, contact name, phone number, fax number, remittance address, and email address, within IT Solutions to ensure contract award availability. Go to http://web1.itss.gsa.gov for additional information. All prospective offerors should verify their Commercial And Government Entity (CAGE), Tax Identification Number (TIN), Central

Contractor Registration (CCR), Data Universal Numbering System (D-U-N-S) Number, socio-economic categories and business size status found at the following CCR website;

www.bpn.gov/ccrinq/scripts/search.asp.

First Response: All Prospective Offerors are encouraged to complete and submit a ―Notice of

Intent to Attend Preproposal Conference‖ (included in this RFP) via email to Ms. Renee

Hicks, Senior Contracting Officer, at renee.hicks@gsa.gov, to notify GSA whether or not they plan to attend the scheduled preproposal conference. Please limit company representatives at the preproposal conference to three (3) or less. This notice is non-binding on either party; however your response will aid the Government in ensuring each prospective offeror has access to the conference site. Responses are due at anytime but not later than 3:00 p.m. Hawaii Standard Time (HST) on October 12, 2010.

Second Response (Required): All Prospective Offerors must formally submit their technical questions and/or requests for clarifications in writing using the ―Submittal of Questions to

RFP‖ (included in this RFP) via email directly to Ms. Renee Hicks. This is a mandatory date and all requests may be submitted at anytime but must be submitted electronically to renee.hicks@gsa.gov, not later than 3:00 p.m. PST on October 21, 2010.

Third Response: All Prospective Offerors are encouraged to complete and submit by email to

Ms. Renee M. Hicks, renee.hicks@gsa.gov their ―Notice of Intent to Submit Proposal‖

(included in this RFP) indicating if your firm intends to provide a proposal in response to this

RFP. This notice is non-binding on either party; however your response will aid the http://web1.itss.gsa.gov/ mailto:renee.hicks@gsa.gov

9Q0HDLA38001-Cover Letter Page II

Government in preparing for proposal evaluations. Responses are due at anytime but not later than 3:00 p.m. PST on October 28, 2010

Fourth Response (Required): All Prospective Offerors are required to deliver hard copies of both technical and cost/price proposals in accordance with the submittal instructions identified in Section L of this RFP and electronically submit their detailed cost/price proposals and technical proposals directly to Ms. Renee M. Hicks, Senior Contracting Officer at renee.hicks@gsa.gov.

Key Dates, Site Visit and Basic Instructions:

Notice of Intent/Preproposal Conference Due Date: October 12, 2010

Technical Questions Due Date: October 21, 2010

Notice of Intent/Propose Due Date: October 28, 2010

PreProposal Conference Held: October 26-27, 2010 (time TBD)

RFP Response Due Date: November 23, 2010 (Amendment 2)

Preproposal Conference: Offerors are urged and expected to attend the preproposal conference to be held in Richmond, Virginia. The purpose of this conference is to eliminate any possible misunderstandings of the terms of this solicitation. Prospective offerors are urged to attend and submit any questions they may have in advance by email to Ms. Renee

Hicks at renee.hicks@gsa.gov by 2:00 p.m. Hawaii Standard Time (HST) on October 21, 2010. The following items apply;

(a) Remarks and explanations at the conference shall not qualify the terms of the solicitation.

(b) Unless the solicitation is amended in writing, it will remain unchanged.

(c) A preproposal conference for all work to be performed for VESST has been scheduled on the date stated above at DLA in Richmond, Virginia.

(d) Participants must carry a valid Government or State issued identification card and meet at the following building prior to attending the preproposal conference:

Defense Logistics Agency (DLA), Aviation

8000 Jefferson Davis Highway

Richmond, VA 23297

Offerors are strongly encouraged to submit their questions in advance of the preproposal conference. The Government will attempt to answer all poised questions at the time of the meeting but may need to respond at a later date. The Government will only clarify the

Government‘s requirement and will not provide any technical advice or guidance. If your company is interested in attending the preproposal conference with the Government, please email the aforementioned notice to Ms. Renee Hicks at renee.hicks@gsa.gov on or before

October 12, 2010. Any questions not deemed proprietary to the individual offeror will be published via an amendment to the solicitation.

mailto:renee.hicks@gsa.gov

9Q0HDLA38001-Cover Letter Page III

Offeror Intent Notice Date: Your intent to provide a proposal is requested. Page 3 of this

RFP contains an intent to propose notification. Please complete and return this intent notice as soon as possible but not later than October 28, 2010. Your pronouncement of intent is non-binding however your response will assist us in preparing for evaluations and ensuring that your company has access to the preproposal conference. If you do not notify the

Contracting Officer (renee.hicks@gsa.gov) of your intent to submit a proposal, you will not receive an individual notice of any potential amendments to the RFP, if any are issued.

Official amendments, updated information regarding the preproposal conference and any related project information will be posted in FedBizOpps as soon as practicable.

Electronic Media, Solicitation and Amendment Distribution: This solicitation will be posted on

Fedbizopps.gov and will not be distributed by U.S. Mail or courier. In order to further the

Government policy of maximizing electronic commerce and making the acquisition process optimally cost effective, all future amendments and any other official communications, (if any), from GSA regarding this solicitation will be distributed via www.fbo.gov. This medium will be used exclusively and will be the sole method used for distributing future amendments and other official communications to prospective offerors the public.

The Government does not anticipate the need to request additional information after the closing date of the RFP however clarifications and/or discussions may be required. Offerors should identify within their cost/price proposal and technical proposal, the appropriate point of contact(s) should clarifications or discussions become required.

Late Proposal Provision: In order for your proposal to be considered for award by the

Government, your proposal must be received by the Senior Contracting Officer at the place and time specified, or it will be considered late and handled in accordance with FAR 15.208.

The required performance location is at each respective contractor‘s site. The Government does not require any on-site contractor performance.

Offerors are instructed not to contact the client or any other GSA or Government employee regarding this procurement, other than the individuals identified as appropriate points of contacts, without the approval of the GSA Senior Contracting Officer.

*Failure to comply with the terms and conditions of the RFP may result in rejection of your offer. The Government reserves the right to consider alternative offers.

All amendments to this RFP shall be acknowledged in a cover letter with your proposal submittal and shall be included with your price/cost proposal volume. (Amendment 2)

GSA and DLA are pleased to offer this opportunity to qualified firms and your participation is greatly appreciated. If I can be of any assistance, do not hesitate to contact me directly by email at renee.hicks@gsa.gov or telephone me at (808)541-1171.

RENEE M. HICKS

Senior Contracting Officer

Acquisition Operations Division

GSA, Federal Acquisition Service mailto:kenton.raiford@gsa.gov http://www.fbo.gov/

9Q0HDLA38001-Cover Letter Page IV

TABLE OF CONTENTS

PART I TITLE PAGES

A Solicitation/Contract Form - Standard Form 1449 (SF 1449) - Solicitation/Contract/Order for Commercial Items

Addendum to Standard Form 1449 – Section A-Continued-Notes 2

Notice of Intent to Submit Proposal 3

Submittal of Questions to RFP 4

Notice of Intent to Attend Pre-Proposal Conference 5

B Supplies and Services Cost/Price 8

C Description and Specifications – IDIQ Performance Based Statement of Work (PBSOW) 10

Delivery Order 0001 PBSOW

D Packaging and Marking Requirements 23

E Inspection, Acceptance, Quality Control and Quality Assurance 24

F Deliveries and performance 25

G Contract Administration Data 26

H Special Contract Requirements 27

PART II

I Contract Clauses 30

PART III

J List of Documents, Exhibits, and Other Attachments 105

PART IV

K Representations, Certifications, and Other Statements of Offerors 106

L Instructions, Conditions, and Notices to Bidders (Offerors) 107

M Evaluation Factors for Award 128

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS 1. REQUISITION NUMBER

*Reserved

Offeror to complete blocks 12, 17, 23, 24, & 30

2. CONTRACT NO. 3. AWARD/EFFECTIVE

DATE

4. ORDER NUMBER 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE

DATE 10/07/2010

9Q0HDLA38001

7. FOR SOLICITATION A. NAME B. TELEPHONE (No Collect Calls) 8. OFFER DUE DATE

INFORMATION CALL: RENEE M. HICKS (808)541-1171 11/23/2010

9. ISSUED BY CODE 9TN 10. THIS ACQUISITION IS 11. DELIVERY FOR FOB

DESTINATION

12. DISCOUNT

TERMS

UNRESTRICTED UNLESS BLOCK IS

Hawaii Area Team (HAT), Region 9 SET-ASIDE: (0) % FOR MARKED. Net 30 Federal Acquisition Service (FAS)

3375 Koapaka Street, Suite I-590

SMALL BUSINESS

HUBZone SMALL BUSINESS

SEE SCHEDULE

Honolulu, Hawaii 96819 SM. DISADVANTAGED

BUSINESS

8 (A)

13a. THIS CONTRACT IS A RATED ORDER

UNDER

DPAS (15 CFR 700)

NAICS: 541420

13 b. RATING DO Enter appropriate rating.

SIZE STANDARD: $5M 14. METHOD OF SOLICITATION

RFP IFB RFP

15. DELIVER TO: CODE 16. ADMINISTERED BY CODE 9TN

Renee M. Hicks

Federal Acquisition Service (FAS)

3375 Koapaka Street, Suite I-590

Federal Acquisition Service (FAS)

Honolulu, Hawaii 96819 Honolulu, Hawaii 96819

17 CONTRACTOR/OFFEROR COD

E

FACILITY 18a. PAYMENT WILL BE MADE BY CODE 7BCPK

Prospective Offeror

GSA, Finance Division, 7BCPK

299X

P.O. Box 17181

Fort Worth, TX 76102-01811

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER 18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a. UNLESS BLOCK BELOW IS CHECKED SEE ADDENDUM (Contracting Office issuing order must identify invoice point.)

19.

ITEM NO,

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

00001 Value Engineering and Sourcing Support Tool (VESST)Support Services (DLA), Richmond, VA

12 MO **Submit as required **Submit as required

Attach Continuation Sheet as Necessary

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD

AMOUNT

(For Government Use Only)

The RFP is issued subject to the availability of appropriated funding. This section is reserved. **Submit as required

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3, AND 52.212-5, ARE ATTACHED. ADDENDA ARE ARE NOT

ATTACHED.

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED.

CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN 6 COPIES TO ISSUING

OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER ALL ITEMS SET FORTH OR

OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL SHEETS SUBJECT TO THE TERMS

AND CONDITIONS SPECIFIED HEREIN.

29.

AWARD OF CONTRACT: REFERENCE ___________________________

OFFER. DATED ________. YOUR OFFER ON

SOLICITATION (BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH

ARE SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS: SEE BLOCK 19

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30b. NAME AND TITLE OF SIGNER (TYPE OR PRINT) 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER 31c. DATE SIGNED

32a. QUANTITY IN COLUMN 21 HAS BEEN

33. SHIP NUMBER

34. VOUCHER NUMBER 34. AMOUNT VERIFIED

CORRECT FOR

RECEIVED INSPECTED ACCEPTED, AND CONFORMS TO THE

CONTRACT. EXCEPT AS NOTED

PARTIAL FINAL

36 PAYMENT 37. CHECK NUMBER

32b SIGNATURE

OF

AUTHORIZED GOVERNMENT REPRESENTATIVE 32c. DATE

SIGNED

COMPLETE PARTIAL

FINAL

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

42a

RECEIVED BY (Print)

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

41b.

SIGNATURE

AND TITLE OF CERTIFYING OFFICER 41c. DATE 42b. RECEIVED AT (Location)

42c. DATE REC‘D (YY/MM/DD)

42d. TOTAL CONTAINERS

9Q0HDLA38001-RFP Page 2

ADDENDUM TO STANDARD FORM 1449 –Section A Continued

When the Contractor wishes payments to be mailed to an address other than that shown on the Standard Form 1449, Solicitation/Contract/Order for Commercial Items insert the proper remittance address in the space provided below:

PERFORMANCE BASED SERVICE CONTRACT:

This solicitation contains a Performance Based Statement of Work (PBSOW). The offerors selected for contract award shall be responsible for preparing offers in accordance with the

PBSOW for this solicitation. The offerors selected for award will be required to prepare and maintain a Quality Control Plan (QCP) based on the PBSOW to ensure that the requirements of the resulting contract are met. At a minimum the Offeror‘s QCP shall be created for identifying and correcting deficiencies in the quality of services before the performance becomes unacceptable.

The Government will establish its minimum levels for determining whether the finished work meets the Government‘s minimum quality requirements or standards for each major task to be performed. Offerors will have to meet or exceed the minimum acceptable quality levels or standards.

It is the responsibility of the Contractor to ensure that they build into their cost/price proposal the necessary costs/price associated requirements identified above.

NOTE TO OFFERORS:

You must propose the rates and skill levels for the initial 12-month base period as well as for the option periods in order to be considered for award.

The Government intends to make multiple IDIQ contract awards as a result of this solicitation. Therefore, offerors must propose on all line items to be considered for award.

The Government intends to award the first Delivery Order (0001) to one of the successful awardees of the basic IDIQ contract. Therefore, offerors must propose on all line items to be considered for award of the first delivery order.

9Q0HDLA38001-RFP Page 3

NOTICE OF INTENT TO SUBMIT PROPOSAL

RFP: 9Q0HDLA38001

TITLE: Value Engineering and Sourcing Support Tool (VESST)

REQUESTED OFFEROR INTENT DATE: October______, 2010

I Intend to submit a proposal in response to this RFP:

I DO NOT intend to submit a proposal in response to this RFP:

Reason for not responding:

Cannot comply with specifications

Cannot meet delivery requirements

Do not regularly perform the required services/meet the require minimum experience

Other (Specify):

COMPANY NAME:

ADDRESS:

REPRESENTATIVE:

TELEPHONE:

DUNS NUMBER:

Return by email to renee.hicks@gsa.gov with subject 9Q0HDLA38001 Notice of Intent to

Submit Proposal

Sr. Contracting Officer, GSA, FAS, AOD

9Q0HDLA38001-RFP Page 4

SUBMITTAL OF QUESTIONS TO RFP

RFP: 9Q0HDLA38001

IDENTIFICATION OF OFFEROR:_________________________________________

DATE: October ______, 2010

The following questions are submitted to this RFP:

Return by email to renee.hicks@gsa.gov with subject 9Q0HDLA38001 Questions to RFP

3375 Koapaka Street, Suite I-590

9Q0HDLA38001-RFP Page 5

NOTICE OF INTENT TO ATTEND PREPROPOSAL CONFERENCE

RFP: 9Q0HDLA38001 DATE: October ___, 2010

I Intend to attend the pre-proposal conference for this RFP:

I DO NOT intend to attend the pre-proposal conference for this RFP:

I Intend to participate in the pre-proposal conference by VTC for this RFP:

I DO NOT intend to participate in the pre-proposal conference for this RFP:

Reason for non-participation:

Cannot comply with specifications

Cannot meet delivery requirements

Do not regularly perform the required services/meet the require minimum experience

Other (Specify):

COMPANY NAME:

ADDRESS:

REPRESENTATIVE:

TELEPHONE:

DUNS NUMBER:

Return by email to renee.hicks@gsa.gov with subject 9Q0HDLA38001 Notice of Intent to

Attend Pre-Proposal Conference

9Q0HDLA38001-RFP Page 6

PART I – The Schedule

Section A See Solicitation/Contract Order for Commercial Items (SF 1449 on page 1):

A-1 Contract Title: Value Engineering and Sourcing Support Tool (VESST)

A-2 Contract Type: Firm Fixed Price Multiple Award Indefinite Delivery Indefinite Quantity

(IDIQ). GSA/FAS intend to award up to four (4) multiple award IDIQ contracts. Upon award, fixed-price delivery orders will be issued against the contracts using the GSA Form 300, Order for

Supplies and Services. Each delivery order awarded will have an individual Performance Based

Statement of Work defining specific services (the first of which is included as a part of this RFP).

When applicable, the Fair Opportunity Procedures will be implemented for projects exceeding

$3,000 The Government reserves the right to make multiple awards under this contract for ALL or

PART of the services stated in Section C, Performance Based Statement of Work.

A-3 Contract Duration: The resulting IDIQ contracts (if any) from this solicitation will be for a 1 year base period and four (4) one (1) year option periods. No one period of performance shall exceed one (1) calendar year, unless the Senior Contracting Officer exercises the Government‘s unilateral right to Extend the Term of the Contract in accordance with FAR 52.217-8, Option to Extend the Service.

A-4 Proposal Documents: Register for solicitation documents at www.fbo.gov.

A-5 Technical Questions Due Date: Potential Offerors are instructed to submit all technical questions in writing via email to Ms. Renee Hicks at renee.hicks@gsa.gov. For all contractual issues, miscellaneous issues or concerns, please email Ms. Renee M. Hicks, GSA

Senior Contracting Officer at renee.hicks@gsa.gov. The Government will not respond to telephone inquiries, faxes and/or other means of communication except email as directed above. The Government will respond to all questions by posting answers within FedBizOpps.

A-6 Retention of Proposals: Proposals submitted in response to this RFP will not be returned and will be retained by the U.S. General Services Administration (GSA), Federal

Acquisition Service (FAS), Hawaii Area Team (HAT).

A-7 Central Contractor Registration (CCR): Your attention is drawn to FAR 52.204-7, Central Contractor Registration and DFARS 252.204-7004, Alternate A, Required Central

Contractor Registration in Section I. Lack of official registration in the CCR database may make an offeror ineligible for contract award. Go to www.ccr.gov for more information.

A-8 FAR Clauses and provisions incorporated by reference: In accordance with FAR

52.252-2, Clauses Incorporated By Reference (FEB 1998) some FAR provisions and clauses incorporated within this solicitation and any resulting contract are incorporated by reference.

Go to www.census.gov/epcd/naics02/def/ND561210.HTM for more information.

A-9 Set-Aside: This procurement is Unrestricted. See FAR 52.219-8, Utilization of Small

Business Concerns (May 2004) in Section I.

A-10 Proposal Validation Period: All offers submitted in conjunction with this RFP must be valid for at least 60 business days from the date submitted (Amendment 2).

http://www.fbo.gov/ mailto:kenton.raiford@gsa.gov http://www.ccr.gov/ http://www.census.gov/epcd/naics02/def/ND561421.HTM

9Q0HDLA38001-RFP Page 7

A-11 NAICS: The North American Industry Classification System (NAICS) code of the acquisition is 541420, Industrial Design Services.

A-12 The Guaranteed Minimum under this contract is $1,000 for the Base Year.

A-13 The Maximum Ordering Limitation (MOL) is $25,000,000 for the total life of the contract.

Each effective period is estimated at $5,000,000 for a potential dollar total amount of $25,000,000 over the five (5) year period. The unused balance of each period may be brought forward to the succeeding periods. Each delivery order will have maximum ordering limitation of $1.5M.

A.14 The Contractor‘s proposal must be good for at least 60 business days from the date of proposal submission. (Amendment 2)

A.15 Organizational Conflicts of Interest shall be subject for FAR Subpart 9.5.

9Q0HDLA38001-RFP Page 8

Section B – Supplies and Services and Cost/Price

B-1

To be considered for award of an IDIQ contract, all Contractors must propose total firm-fixed hourly rates/prices and proposed skill levels to furnish necessary management, labor, supervision, materials, equipment, transportation, and other incidental services necessary to perform services in accordance with the Performance Based Statement of Work entitled, "

MULTIPLE AWARD INDEFINITE DELIVERY/INDEFINITE QUANTITY (IDIQ) for Value

Engineering and Sourcing Support Tool (VESST) outlined in this Request for Proposals (RFP) for each period of performance identified below:

Base Year: December ____, 2010 to December ______, 2011

LIN Labor Category Rate

Option Year 1: December ____, 2011 to December ______, 2012

Option Year 2: December ____, 2012 to December ______, 2013

Option Year 3: December ____, 2013 to December ______, 2014

9Q0HDLA38001-RFP Page 9

Option Year 4: December ____, 2014 to December ______, 2015

Note: The CLIN numbers may not be changed; however additional lines may be added to include additional skill levels as proposed.

To be considered for award of the first Delivery Order under one of the resultant IDIQ contracts, all Contractors must propose total firm-fixed hourly rates/prices (unburdened) and proposed skill levels to furnish necessary management, labor, supervision, equipment, transportation, and other (allowable and allocable) incidental services necessary to perform services in accordance with the Performance Based Statement of Work entitled, "

Performance Based Statement of work for Value Engineering and Sourcing Support Tool

(VESST) Delivery Order 0001 outlined in this Request for Proposals (RFP) for each period of performance identified below:

LIN Category Rate *Hours Unit Price Fixed

Price Skill Level

0001 $ $

0002 $ $

0003 $ $

0004 $ $

0005 $ $

Total Labor $

0006 Labor Overhead $

0007 Other Direct Costs (ODC) $

0008 G&A $

0009 Profit $

Total Price $ $

Note: The CLIN numbers may not be changed; however additional lines may be added to include additional skill levels as proposed. Identify the basis for rates proposed and elements that make up the individual categories of costs for LINs 0006 through 0009.

(Amendment 2)

9Q0HDLA38001-RFP Page 10

Section C: Description and Specifications:

C-1

PERFORMANCE BASED STATEMENT OF WORK (PBSOW)

MULTIPLE AWARD INDEFINITE DELIVERY/INDEFINITE QUANTITY (IDIQ)

for

VALUE ENGINEERING AND SOURCING SUPPORT TOOL (VESST)

1.0 General:

1.1 Organization to be supported: Defense Logistics Agency (DLA), Aviation

8000 Jefferson Davis Highway

ATTN: Engineering & Technology Div., Aviation Engineering Directorate

2.0 Scope: The contractor shall perform engineering and management services to support DLA‘s effort to develop source approval requests (SARs) for various mechanical, electro-mechanical, hydraulic, pneumatic and structural components or assemblies.

2.1 Required Contract Type: Firm Fixed Price

2.2 Contract Vehicle: IDIQ

2.3 BACKGROUND

2.3.1 The military supply system is often challenged due to overpricing of items by vendors, lack of responsive sources, or lack of a sufficient technical data packages, and requires methods for achieving particular technical, engineering, and sourcing solutions. This initiative provides a contractual means to resolving the issues surrounding the acquisition of parts in support of the DLA Aviation Supply Chain (DLA ASC).

2.3.2 This initiative will provide the benefits of reducing overpricing, reducing customer lead times, reducing backordered requisitions, resolving manufacturing sourcing issues, reducing customer costs, increasing bid participation, and by using manufacturing/supply networks more efficiently.

2.3.3 This Performance Based Statement of Work (PBSOW) defines the contract requirements for the Value Engineering and Sourcing Support Tool (VESST). The Defense

Logistics Agency, Aviation Engineering Directorate intends to procure engineering services leading to source development for over-priced or hard-to-procure aircraft items. The SAR development will include engineering services, as used herein, may include data development, prototype development, testing, market pricing data, or other related technical services. It should be noted that the result of any individual delivery may be establishment of a government-owned technical data package. The effort may also result in establishment of the delivery order awardees as a limited-source for future materiel acquisitions under other contracts that is outside of this contract.

2.3.4 Delivery orders issued under the VESST program will be managed by GSA FAS/AAS.

Candidate projects may be identified and funded by the military services or other DLA activities but all delivery orders and work performed under this program will be awarded and administered by GSA FAS. DLA is the servicing client of GSA FAS.

9Q0HDLA38001-RFP Page 11

2.3.5 This PBSOW is generic in nature and describes general support requirements. Specific requirements are derived from the general requirements and will be defined in the individual delivery orders.

2.4 APPLICABLE DOCUMENTS

DSCR Critical Item Source Approval Request (SAR) Guide, 15 June 2005 (Available at the following link: http://www.dscr.dla.mil/userweb/sarguide.doc )

3.0 Order ID Deliverables:

The contractor shall provide engineering and management services for various SAR development to include mechanical, electro-mechanical, hydraulic, pneumatic and structural components, assemblies or other items as required by the Government. The objectives of this contract are to establish a list of qualified vendors to procure engineering services leading to source development for over-priced or hard-to-procure aircraft items. The types of engineering services include:

Data modeling development

Prototype development

Testing

Source approval request (SAR) development to include pricing

3.1 PROGRAM DELIVERABLE REQUIREMENTS

The contractor shall provide digital exchange of product/process data support, including

Computer Aided Design (CAD) and Computer Aided Manufacturing (CAM) systems including:

Technical illustrations

Engineering drawings

Electrical / electronic applications

Workflow processes

Technical Documents

Test Samples

Technical Data packages

The contractor shall have competency in data exchange technologies to accomplish such activities as, but not limited to:

Exchange of large quantities of engineering and technical support data among diverse computer systems.

Exchange of digital information between organizations or systems for the conduct of business by electronic means.

Development of data and technical document interfaces

Implementation of digital product / process data sharing

Implementation of Product Data Management (PDM) data structure

Development of workflow management processes in an Integrated Data Environment

(IDE).

Documentation of IDE processes.

The contractor shall maintain a single management focal point with decision authority and maintain a supporting program management system to accomplish the administrative, managerial, financial and technical aspects of VESST.

http://www.dscr.dla.mil/userweb/sarguide.doc

9Q0HDLA38001-RFP Page 12

4.0 Acronyms/Abbreviations:

Computer Aided Design (CAD)

Computer Aided Manufacturing (CAM)

Defense Logistics Agency (DLA)

Defense Supply Center Richmond (DSCR)

DLA Aviation Supply Chain (DLA ASC)

Engineering Support Activities (ESA)

Government Furnished Equipment (GFE)

Government Furnished Material (GFM)

Integrated Data Environment (IDE).

non-recurring engineering (NRE)

Product Data Management (PDM)

Source Approval Request (SAR)

Value Engineering and Sourcing Support Tool - (VESST)

5.0 Period of Performance of this contract shall be in effect for five years from the date of inception. The Government may exercise options by providing written notice to the Contractor no later than 60 days prior to the expiration of the proceeding term.

6.0 Government Furnished Material (GFM) and Government Furnished Equipment (GFE) may be provided to support the individual delivery orders. In such cases the GFM and GFE clauses of any resultant contract will be supplemented by specific delivery and disposition instructions provided in corresponding individual delivery orders. Additionally, if Government facilities are provided, they will be specified in the individual delivery orders. The designated Government Delivery Order Manager will provide the contractor access, when allowed, to all Government-furnished informational facilities, material, equipment, and services as required to complete each of the individual delivery orders. The contractor shall provide the documentation necessary to gain access to sensitive or proprietary data.

6.1 GOVERNMENT FURNISHED INFORMATION (GFI)

To the maximum practicable extent, the Government will provide available information needed to support individual delivery orders in electronic format. The contractor is responsible to assure the completeness and correctness of the data before performance and completion of the individual delivery orders. Required data types, formats and transmission media will be specified by the individual delivery orders.

7.0 Contractor Furnished Items and Services:

7.1 The contractor shall acquire any additional hardware and software not provided by the

Government as required to accomplish each delivery order. The contractor is required to maintain software integrity in accordance with the licensing agreement of the vendor.

8.0 Other Information:

8.1 QUALITY ASSURANCE

The contractor shall provide and maintain a quality control system that meets the requirements of MIL-I-45208A, MIL-Q-9858A, ISO 9000, or equivalent system. At the

Government's request, the contractor shall provide their quality program manual, including a matrix that traces the provisions of the requirements to the contractor‘s documented procedures. At Government‘s discretion, the contractor may be subjected to periodic

9Q0HDLA38001-RFP Page 13 audit/assessment of the contractor‘s quality program to ensure that the program is consistent with the above requirements.

8.2 RISK MANAGEMENT

The ordering Contracting Officer reserves the right to request a risk mitigation plan for mitigating major risks identified in accordance with the individual delivery orders. The plan shall outline major risks to executing the proposed program concept.

8.3 POST-AWARD CONFERENCES

The Government will host a joint Post-Award Conference for all successful awardees at a

Government designated facility within thirty days after contract award. All key contract participants (Government and Contractor's) shall attend. The Procurement Contracting

Officer (PCO) will notify all prime contractors of a specific date, location and agenda within ten calendar days after contract award.

Upon request from the Contractor a separate Post-Award Conference may be held with the winner of each individual delivery order that is issued against the basic contract.

9.0 Points of Contact:

9.1 Client Representative

Ralph Newlon

Chief Engineering & Technology Div

Aviation Engineering Directorate

(804) 279- 5226

Client Technical Representative

Paul Plonski

Chief, Sourcing and Reliability Programs Branch

(804)279-5913

Client Funding Representative

Robert Pavkov

Financial Analyst

(804) 279-6086

9.2 GSA Representative

GSA/9QFAE

Mr. Felipe San Nicolas

Technology Project Executive

3375 Koapaka Street, Suite I590

Honolulu, Hawaii 96819

Ph. 808 541-2715

Fax 808 541-3604

Cell 808 265-1102

Felipe.sannicolas@gsa.gov

Senior Contracting Officer, Phone: 808)541-1171

U.S. General Services Administration

9Q0HDLA38001-RFP Page 14

Federal Acquisition Service (FAS)

Acquisition Operations Division (AOD)

10.0 Miscellaneous Items:

10.1 Personal Services:

This delivery order is not to be used to procure personal services as prohibited by the

Federal Acquisition Regulation (FAR) Part 37.104 titled ―Personal Services Contract‖.

10.2 Intellectual Property:

This delivery order is funded by the US Government and therefore all intellectual property generated and/or delivered pursuant to this contract will be subject to appropriate federal acquisition regulations which entitle the Government to unlimited license rights in technical data and computer software developed exclusively with Government funds.

10.3 Limited Use of Data and Data Rights

Performance of this effort may require the contractor to access and use data and information proprietary to a Government agency or Government contractor which is of such a nature that its dissemination or use, other than in performance of this effort, would be adverse to the interests of the Government and/or others.

10.3.1 Contractor and contractor personnel shall not divulge or release data or information developed or obtained during performance of this effort, until made public by the

Government, except authorized by Government personnel or upon written approval of the

Contracting Officer. The contractor shall not use, disclose, or reproduce data developed or obtained during the performance of this effort or other proprietary data that bears a restrictive legend, other than as required in the performance of this effort. Nothing herein shall preclude the use of any data independently acquired by the contractor without such limitations or prohibit an agreement at no cost to the Government between the contractor and the data owner which provides for greater rights to the contractor.

10.3.2. The following FAR citations are hereby incorporated regarding Data Rights:

52.227-14 -- Rights in Data – General.

Rights in Data -- General (Dec 2007)

(a) Definitions. As used in this clause--

―Computer database‖ or ―database‖ means a collection of recorded information in a form capable of, and for the purpose of, being stored in, processed, and operated on by a computer. The term does not include computer software.

―Computer software‖—

(1) Means

(i) Computer programs that comprise a series of instructions, rules, routines, or statements, regardless of the media in which recorded, that allow or cause a computer to perform a specific operation or series of operations; and

(ii) Recorded information comprising source code listings, design details, algorithms, processes, flow charts, formulas, and related material that would enable the computer program to be produced, created, or compiled.

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(2) Does not include computer databases or computer software documentation.

―Computer software documentation‖ means owner‘s manuals, user‘s manuals, installation instructions, operating instructions, and other similar items, regardless of storage medium, that explain the capabilities of the computer software or provide instructions for using the software.

―Data‖ means recorded information, regardless of form or the media on which it may be recorded. The term includes technical data and computer software. The term does not include information incidental to contract administration, such as financial, administrative, cost or pricing, or management information.

―Form, fit, and function data‖ means data relating to items, components, or processes that are sufficient to enable physical and functional interchangeability, and data identifying source, size, configuration, mating, and attachment characteristics, functional characteristics, and performance requirements. For computer software it means data identifying source, functional characteristics, and performance requirements but specifically excludes the source code, algorithms, processes, formulas, and flow charts of the software.

―Limited rights‖ means the rights of the Government in limited rights data as set forth in the

Limited Rights Notice of subparagraph (g)(2) if included in this clause.

―Limited rights data‖ means data, other than computer software, that embody trade secrets or are commercial or financial and confidential or privileged, to the extent that such data pertain to items, components, or processes developed at private expense, including minor modifications.

‖Restricted computer software‖ means computer software developed at private expense and that is a trade secret; is commercial or financial and is confidential or privileged; or is copyrighted computer software, including minor modifications of the computer software.

―Restricted rights,‖ as used in this clause, means the rights of the Government in restricted computer software, as set forth in a Restricted Rights Notice of paragraph (g) if included in this clause, or as otherwise may be provided in a collateral agreement incorporated in and made part of this contract, including minor modifications of such computer software.

―Technical data‖ means recorded information (regardless of the form or method of the recording) of a scientific or technical nature (including computer databases and computer software documentation). This term does not include computer software or financial, administrative, cost or pricing, or management data or other information incidental to contract administration. The term includes recorded information of a scientific or technical nature that is included in computer databases (See 41 U.S.C. 403(8)).

―Unlimited rights‖ means the right of the Government to use, disclose, reproduce, prepare derivative works, distribute copies to the public, and perform publicly and display publicly, in any manner and for any purpose, and to have or permit others to do so.

(b) Allocation of rights.

(1) Except as provided in paragraph (c) of this clause, the Government shall have unlimited rights in—

(i) Data first produced in the performance of this contract;

(ii) Form, fit, and function data delivered under this contract;

(iii) Data delivered under this contract (except for restricted computer software) that constitute manuals or instructional and training material for installation, operation, or routine maintenance and repair of items, 9Q0HDLA38001-RFP Page 16 components, or processes delivered or furnished for use under this contract; and

(iv) All other data delivered under this contract unless provided otherwise for limited rights data or restricted computer software in accordance with paragraph (g) of this clause.

(2) The Contractor shall have the right to—

(i) Assert copyright in data first produced in the performance of this contract to the extent provided in paragraph (c)(1) of this clause;

(ii) Use, release to others, reproduce, distribute, or publish any data first produced or specifically used by the Contractor in the performance of this contract, unless provided otherwise in paragraph (d) of this clause;

(iii) Substantiate use of, add or correct limited rights, restricted rights, or copyright notices and to take other appropriate action, in accordance with paragraphs (e) and (f) of this clause; and

(iv) Protect from unauthorized disclosure and use those data that are limited rights data or restricted computer software to the extent provided in paragraph (g) of this clause.

(c) Copyright—

(1) Data first produced in the performance of this contract.

(i) Unless provided otherwise in paragraph (d) of this clause, the

Contractor may establish, without prior approval of the Contracting

Officer, claim to copyright in scientific and technical articles based on or containing data first produced in the performance of this contract and published in academic, technical or professional journals, symposia proceedings or similar works. The prior, express written permission of the Contracting Officer is required to assert copyright in all other data first produced in the performance of this contract.

(ii) When authorized to assert copyright to the data, the Contractor shall affix the applicable copyright notices of 17 U.S.C. 401 or 402, and acknowledgment of Government sponsorship (including contract number).

(iii) For data other than computer software, the Contractor grants to the Government, and others acting on its behalf, a paid-up, nonexclusive, irrevocable worldwide license in such copyrighted data to reproduce, prepare derivative works, distribute copies to the public, and perform publicly and display publicly, by or on behalf of the

Government. For computer software, the Contractor grants to the

Government and others acting on its behalf, a paid-up nonexclusive, irrevocable worldwide license in such copyrighted computer software to reproduce, prepare derivative works, and perform publicly and display publicly (but not to distribute copies to the public) by or on behalf of the Government.

(2) Data not first produced in the performance of this contract. The

Contractor shall not, without prior written permission of the Contracting

Officer, incorporate in data delivered under this contract any data not first produced in the performance of this contract unless the Contractor—

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(i) Identifies the data; and

(ii) Grants to the Government, or acquires on its behalf, a license of the same scope as set forth in subparagraph (c)(1) of this clause or; if such data are restricted computer software, the Government shall acquire a copyright license as set forth in subparagraph (g)(4) of this clause (if included in this contract) or as otherwise provided in a collateral agreement incorporated in or made part of this contract.

(3) Removal of copyright notices. The Government will not remove any authorized copyright notices placed on data pursuant to this paragraph (c), and will include such notices on all reproductions of the data.

(d) Release, publication and use of data. The Contractor shall have the right to use, release to others, reproduce, distribute, or publish any data first produced or specifically used by the Contractor in the performance of this contract, except—

(1) As prohibited by Federal law or regulation (e.g., export control or national security laws or regulations);

(2) As expressly set forth in this contract; or

(3) If the Contractor receives or is given access to data necessary for the performance of this contract which contain restrictive markings, the

Contractor shall treat the data in accordance with such markings unless otherwise specifically authorized otherwise in writing by the Contracting

Officer.

(e) Unauthorized marking of data.

(1) Notwithstanding any other provisions of this contract concerning inspection or acceptance, if any data delivered under this contract are marked with the notices specified in paragraph (g)(3) or (g)(4) of this clause and use of the notices is not authorized by this clause, or if such data bears any other restrictive or limiting markings not authorized by this contract, the

Contracting Officer may at any time either return the data to the Contractor, or cancel or ignore the markings. However, pursuant to 41 U.S.C. 253d, the following procedures shall apply prior to canceling or ignoring the markings.

(i) The Contracting Officer will make written inquiry to the Contractor affording the Contractor 60 days from receipt of the inquiry to provide written justification to substantiate the propriety of the markings;

(ii) If the Contractor fails to respond or fails to provide written justification to substantiate the propriety of the markings within the

60-day period (or a longer time approved in writing by the Contracting

Officer for good cause shown), the Government shall have the right to cancel or ignore the markings at any time after said period and the data will no longer be made subject to any disclosure prohibitions.

(iii) If the Contractor provides written justification to substantiate the propriety of the markings within the period set in subdivision (e)(1)(i) of this clause, the Contracting Officer will consider such written justification and determine whether or not the markings are to be canceled or ignored. If the Contracting Officer determines that the markings are authorized, the Contractor will be so notified in writing. If the Contracting Officer determines, with concurrence of the head of the contracting activity, that the markings are not authorized, the

9Q0HDLA38001-RFP Page 18

Contracting Officer will furnish the Contractor a written determination, which determination shall become the final agency decision regarding the appropriateness of the markings unless the Contractor files suit in a court of competent jurisdiction within 90 days of receipt of the

Contracting Officer‘s decision. The Government shall continue to abide by the markings under this paragraph (e)(1)(iii) until final resolution of the matter either by the Contracting Officer‘s determination becoming final (in which instance the Government will thereafter have the right to cancel or ignore the markings at any time and the data will no longer be made subject to any disclosure prohibitions), or by final disposition of the matter by court decision if suit is filed.

(2) The time limits in the procedures set forth in subparagraph (e)(1) of this clause may be modified in accordance with agency regulations implementing the Freedom of Information Act (5 U.S.C. 552) if necessary to respond to a request thereunder.

(3) Except to the extent the Government‘s action occurs as the result of final disposition of the matter by a court of competent jurisdiction, the Contractor is not precluded by paragraph (e) of this clause from brining a claim, in accordance with the Disputes clause of this contract, that may arise as a result of the Government removing or ignoring authorized markings on data delivered under this contract.

(f) Omitted or incorrect markings.

(1) Data delivered to the Government without any restrictive markings shall be deemed to have been furnished with unlimited rights. The Government is not liable for the disclosure, use, or reproduction of such data.

(2) If the unmarked data has not been disclosed without restriction outside the Government, the Contractor may request, within 6 months (or a longer time approved by the Contracting Officer in writing for good cause shown) after delivery of such data, permission to have authorized notices placed on qualifying data at the Contractor‘s expense, and the Contracting Officer may agree to do so if the Contractor—

(i) Identifies the data to which the omitted notice is to be applied;

(ii) Demonstrates that the omission of the notice was inadvertent;

(iii) Establishes that the use of the proposed notice is authorized; and

(iv) Acknowledges that the Government has no liability for the disclosure, use, or reproduction of any data made prior to the addition of the notice or resulting from the omission of the notice.

(3) If data has been marked with an incorrect notice, the Contracting Officer may—

(i) Permit correction of the notice at the Contractor‘s expense if the

Contractor identifies the data and demonstrates that the correct notice is authorized, or

(ii) Correct any incorrect notices.

(g) Protection of limited rights data and restricted computer software.

(1) The Contractor may withhold from delivery qualifying limited rights data or restricted computer software that are not data identified in paragraphs

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(b)(1)(i), (ii), and (iii) of this clause. As a condition to this withholding, the

Contractor shall—

(i) Identify the data being withheld; and

(ii) Furnish form, fit, and function data instead.

(2) Limited rights data that are formatted as a computer database for delivery to the Government shall be treated as limited rights data and not restricted computer software.

(3) [Reserved]

(h) Subcontracting. The Contractor shall obtain from its subcontractors all data and rights therein necessary to fulfill the Contractor‘s obligations to the Government under this contract. If a subcontractor refuses to accept terms affording the Government such rights, the Contractor shall promptly notify the Contracting Officer of the refusal and shall not proceed with the subcontract award without authorization in writing from the Contracting

Officer.

(i) Relationship to patents or other rights. Nothing contained in this clause shall imply a license to the Government under any patent or be construed as affecting the scope of any license or other right otherwise granted to the Government.

(End of Clause)

52.227-16 -- Additional Data Requirements.

Additional Data Requirements (Jun 1987)

(a) In addition to the data (as defined in the clause at 52.227-14, Rights in Data -- General clause or other equivalent included in this contract) specified elsewhere in this contract to be delivered, the Contracting Officer may, at any time during contract performance or within a period of 3 years after acceptance of all items to be delivered under this contract, order any data first produced or specifically used in the performance of this contract.

(b) The Rights in Data -- General clause or other equivalent included in this contract is applicable to all data ordered under this Additional Data Requirements clause. Nothing contained in this clause shall require the Contractor to deliver any data the withholding of which is authorized by the Rights in Data -- General or other equivalent clause of this contract, or data…