Appendix_C_T53_ITO_10Jun20.docx

ATTACHMENT 3 – APPENDIX C - ADDENDUM TO FAR 52.212-1

T53-L-703 INSTRUCTIONS TO OFFERORS (ITO)

1.0 Program Structure and Objective

1.1. The Government plans to award a single Indefinite Delivery / Indefinite Quantify (ID/IQ) contract for T53-L-703 engine (hereinafter referred to at T53) depot-level maintenance engine repairs and actions.

1.2. Budget/Funding Information

Funding will be obligated for the Firm-Fixed-Price (FFP) Contract Line Item Numbers (CLINs) for a five-year basic period and one three-year incentive option and one two-year incentive option.

2.0 General Instructions

2.1.1. This source selection will utilize Lowest Priced Technically Acceptable source selection procedures. Contract award will be made to the Offeror who is rated Acceptable in Technical, with acceptable past performance, and has the lowest evaluated price. This section of the Instructions to Offerors (ITO) provides general guidance for preparing proposals as well as specific instructions on the format and content of the proposal. The Offeror’s proposal must include all data and information requested by the ITO and must be submitted in accordance with these instructions. Any Offeror who submits an incomplete package may be considered ineligible for award. The offer shall be compliant with the requirements as stated in the Performance Work Statement (PWS) and appendices. Non-conformance with the instructions provided in the ITO may result in an unfavorable proposal evaluation.

2.1.2. The proposal shall be clear, concise, and shall include sufficient detail for effective evaluation and for substantiating the validity of stated claims. The proposal should not simply rephrase or restate the Government's requirements, but rather shall provide convincing rationale to address how the offeror intends to meet these requirements. Offerors shall assume that the Government has no prior knowledge of their facilities and experience, and will base its evaluation on the information presented in the Offeror’s proposal. Additionally, the Offeror shall provide proposal data independently of other parent owned entities that may be competing for the same workload.

2.1.3. Elaborate brochures, documentation, binding, detailed artwork, or other embellishments are unnecessary and are not desired.

2.1.4. The proposal acceptance period is specified in the model contract/solicitation. The Offeror shall make a clear statement in the proposal documentation volume that the proposal is valid until this date.

2.1.5. In accordance with FAR Subpart 4.8 (Government Contract Files), the Government will retain one copy of all unsuccessful proposals. Unless the offeror requests otherwise, the Government will destroy extra copies of such unsuccessful proposals.

2.2. General Information

2.2.1. Point of Contact

The Contracting Officer (CO) is the sole point of contact for this acquisition. Address any questions or concerns you may have to the CO. Written requests for clarification may be sent to the CO at the address located in the model contract/solicitation.

2.2.2. Debriefings

The CO will promptly notify Offerors of any decision to exclude them from the competitive range, whereupon they may request and receive a debriefing in accordance with FAR 15.505. Offerors excluded from the competitive range may request a pre-award debriefing or they may choose to wait until after the source selection decision to request a post-award debriefing. However, Offerors excluded from the competitive range are entitled to no more than one debriefing for each proposal. The CO will notify unsuccessful Offerors in accordance with FAR 15.503. Upon such notification, unsuccessful Offerors may request and receive a debriefing. Offerors desiring a debriefing must make their request in accordance with the requirements of FAR 15.505 or 15.506, as applicable.

2.2.3. Discrepancies

If an Offeror believes that the requirements in these instructions contain an error, omission, or are otherwise unsound, the Offeror shall immediately notify the CO in writing with supporting rationale as well as the remedies the offeror is asking the CO to consider as related to the omission or error. The offeror is reminded that the Government reserves the right to award this effort based on the initial proposal, as received, without discussions. This reservation includes matters of additional or substitute pages of the initial proposal.

2.2.4. Electronic Reference Documents

All referenced documents for this solicitation are available on the System for Award Management (SAM) website at https://beta.sam.gov. Potential Offerors are encouraged to subscribe for real-time e-mail notifications when information has been posted to the website for this solicitation.

2.2.5. Amendments to Solicitation

If this RFP is amended, all terms and conditions that are not amended remain unchanged and in full force and effect. Offerors shall acknowledge receipt of any amendment and provide confirmation upon submission of the Offeror’s proposal.

2.2.6. Submission, Modification, Revision, and Withdrawal of Proposals Proposals and modifications to proposals shall be submitted in sealed envelopes or packages in paper media and electronic media addressed to the CO at the address in paragraph 2.7 below, and showing the time and date specified for receipt, the solicitation number, and the name and address of the Offeror.

2.2.1.

2.2.2.

2.2.3.

2.2.4.

2.2.5.

2.2.6.

2.2.7 Communications

Exchanges of source selection information between Government and Offerors will be controlled by the CO. E-mail (encrypted when possible or with password protected attachments) may be used to transmit such information to Offerors and shall include “Source Selection Information – See FAR 2.101 & 3.104” in the subject line. Additionally, source selection information may be transmitted via facsimile (encrypted when possible), United States (U.S.) Postal (or like service) delivery, and/or oral with telephonic or face-to-face meetings.

2.3. Organization/Number of Copies/Page Limits

2.3.1. The Offeror’s proposal must show solicitation number, name, address, and telephone and electronic e-mail address if available. Offerors shall submit volumes with the following file names: Volume I – Technical.doc or docx, Volume II –Past Performance.doc or docx, Volume III – Price.doc or docx, with Pricing Matrix.xls or xlsx, and Volume IV – Contract.doc or docx (.pdf is only acceptable if conversion is made from a Word document or equivalent Word processing software while maintaining searchable text).

2.3.2. A Team List of the offeror’s primary Point of Contacts shall be submitted in each volume.

2.3.3. The Offeror shall prepare the proposal as set forth in Table 2.1: Proposal Organization. The titles and contents of the volumes shall be as defined in Table 2.1, all of which shall be within the required page limits and with the number of copies as specified in Table 2.1. The attachments identified in Table 2.1 shall be separately bound in three-ring, loose-leaf binders, as necessary. The contents of each proposal volume are described in the ITO paragraph as noted in the Table 2.1. Page limitations shall be treated as maximums. If exceeded, the excess pages will not be considered in the evaluation. Page limitations may also be placed on past performance data submittals and responses to Evaluation Notices (ENs). The specified page limits for EN responses will be identified in the letters forwarding the ENs to the Offerors. Each page shall be counted except blank pages, tables of contents, tabs, indexes, glossaries, and those noted in the Proposed Organization Chart as unlimited. These limitations shall apply to both electronic and hard copy proposals.

2.3.4. Page limits for Factor 2 Price, and Contract Documentation are unlimited.

Table 2.1 Proposal Organization

Volume Instruction to Offerors Paragraph Number

Volume Title Hard Copies/ Disk Copies

Page Limit

Title Page

Team List (See Attach 2.0)

Unlimited

Table of Contents

Unlimited

List of Tables and Figures

Unlimited

Glossary of Abbreviations and Acronyms

Unlimited

3.0

Factor 1 – Technical Subfactor 1 – Certifications

· Sub Element 1a – Offeror’s proof of current and valid OEM Technical Data License for T53 engine repairs; or subcontracting arrangement with vendor who has attained OEM Technical Data License for engine repairs

· Sub Element 1b – Current FAR Part 145 FAA Certification or Equivalent

· Sub Element 1c – Current ISO 9001:2008 or higher version, OR AS9110 certification

25 pages maximum

Request no more than 8 pages per contract

See 4.1.2.

See 4.1.2.

Tab Only

Max 5 pages per contract

Unlimited

Unlimited

Unlimited

Unlimited

Unlimited

Unlimited

Unlimited

Unlimited

Unlimited

N/A

Unlimited

Unlimited

2.4. Page Size and Format

2.4.1. A page is defined as each face of a sheet of paper containing information. When both sides of a sheet display printed material, it shall be counted as two pages. Page size shall be 8.5 x 11 inches, not including foldouts. Page line spacing shall be 1.5 lines. Except for the reproduced sections of the solicitation document, the text size shall be no less than Arial 12 points. Tracking, kerning, and leading values shall not be changed from the default values of the word processing or page layout software. Use at least 1 inch margins on the top and bottom and 3/4 inch side margins. Pages shall be numbered sequentially by volume. These page format restrictions shall apply to responses to Evaluation Notice (ENs). These limitations shall apply to both electronic and hard copy proposals.

2.4.2. Legible tables, charts, graphs and figures shall be used wherever practical to depict organizations, systems and layout, implementation schedules, plans, etc. These displays shall be uncomplicated and shall not exceed 11 x 17 inches in size. Foldout pages shall fold entirely within the volume, and count as a single page. Foldout pages may only be used for large tables, charts, graphs, diagrams and schematics; not for pages of text. The following limitation only applies to the Technical Volume. Text intended for evaluation within all figures, charts, tables, and graphs, to include imbedded images, shall be no less than Arial 8-pt. These limitations shall apply to both electronic and hard copy proposals. Any text within figures, charts, tables, and graphs which do not meet this requirement will not be considered in the evaluation. These limitations shall apply to both electronic and hard copy proposals.

2.5. Electronic Offers

The content and page size of electronic copies must be identical to the hard copies. In such cases where a discrepancy exists between the written hard copy and electronic copy, a clarification EN may be issued to allow offerors the opportunity to make both versions consistent with each other. The electronic copy shall be submitted on a Compact Disc Read Only Memory (CD-ROM). Use separate files to permit rapid location of all portions, including subfactors, required plans, exhibits, appendices, and attachments, if any. Each volume shall be submitted on a separate CD. If files are compressed, the necessary decompression program must be included. The electronic copies of the proposal shall be submitted in a format readable by Microsoft (MS) Word 2013, MS Excel 2013, and MS-Power Point 2013 or newer.

2.6. Pricing Information

All pricing information shall be addressed ONLY in the Price Proposal and Contract Documentation volumes. Work hour estimates, and material kinds and quantities may be used in other volumes only as appropriate for presenting rationale for alternatives or design.

2.7. Distribution

The "original" proposal shall be clearly identified. Proposals shall be addressed to the Contracting Officer and mailed to:

DEPARTMENT OF THE AIR FORCE

OFFICE: ATTN: Carrie Williams

3.0. Factor 1 - Technical

3.1. General

The Technical proposal should be specific and complete. Legibility, clarity and coherence are very important. Your responses will be evaluated against the Technical subfactors defined in Addendum to FAR 52.212-2, Evaluation Factors for Award. Using the instructions provided below, provide as specifically as possible, the actual methodology you would use for accomplishing/satisfying these subfactors. All the requirements specified in the solicitation are mandatory. By your proposal submission, you are representing that your firm will perform all the requirements specified in the solicitation. It is neither necessary nor desirable for you to tell us so in your technical proposal. The technical proposal should only address the requirements of the subfactors listed below. Do not merely reiterate the objectives or reformulate the requirements specified in the solicitation.

3.2. Format and Specific Content

3.2.1. Technical

In the Technical Volume, address your proposed approach to meeting the minimum performance or capability requirements of each technical subfactor.

The Offeror shall propose a plan to accomplish T53-L-703 engine depot-level maintenance IAW applicable OEM, FAA, and ISO / AS9110 maintenance requirements and licensure. As a minimum, the approach shall address the following essential elements:

· Offeror’s proof of current and valid OEM Technical Data License for T53 engine repairs; or subcontracting arrangement with vendor who has attained OEM Technical Data License for T53 engine repairs

· Proof of current certification for FAR Part 145 FAA Repair Station for all engine maintenance locations or equivalent

· Proof of current ISO 9001:2008 or higher version, OR AS9110 certification for all repair facilities

Note: Current is defined as dates being valid and current at time of contract award.

4.0 Factor 2 – Past Performance

4.1. General

4.1.1. Each Offeror shall submit a past performance volume with its proposal, containing past performance information IAW the format contained in Attachment 1.1. This information is required on the Offeror and all subcontractors, teaming partners, and/or joint venture partners proposed to perform the work outlined in the solicitation. The Past Performance volume shall include a team list, which includes the prime contractor, all significant subcontractors, teaming partners, and/or joint venture partners proposed to perform the work outlined in the solicitation. The Offeror shall describe the portion and percentage of effort each team member is proposed to perform in relation to the Factor 1 Technical subfactors, Factor 3 Price, and Scope, Magnitude and Complexity. The Government Past Performance Evaluation Team (PPET) evaluates each member of the Offeror’s team for relevancy and performance, based on their proposed portion and percentage of effort. Therefore, it is important for the Offeror to provide a detailed portion and percentage of effort description, in order for the PPET to conduct an accurate assessment. Offerors are advised that the Government will use data provided by each Offeror and their subcontractors/partners in this volume and data obtained from other sources in the evaluation of past performance.

4.1.2. The Offeror shall submit a consent letter (Attachment 1.4.) executed by each subcontractor, teaming partner, and/or joint venture partner, authorizing release of adverse past performance information to the Offeror so the Offeror can respond to such information. For each identified effort for a commercial customer, the Offeror shall also submit a client authorization letter (Attachment 1.5.) authorizing release to the Government of requested information about the Offeror’s performance.

4.2. Early Proposal Information

4.2.1. Each Offeror is requested to submit Volume II – Past Performance for each relevant contract fifteen (15) calendar days prior to the solicitation closing date. The Past Performance volume early proposal information is a request and not a requirement. Failure to submit early proposal information will not result in Offeror disqualification.

As soon as practicable, Offerors shall complete Section 1 of the attached Past Performance Questionnaire (Attachment 1.2.) and e-mail it and the Performance Questionnaire Letter (Attachment 1.3.) to all points of contacts (POCs) the Offeror has listed in the Past Performance Information Sheets (Attachment 1.1.). The POCs will complete the questionnaires and forward them by e-mail directly to the PCO. E-mail copies to Carrie Williams at carrie.williams.7@us.af.mil. RESPONDENTS TO THE QUESTIONNAIRES SHALL NOT SEND THE COMPLETED INFORMATION SHEETS BACK TO THE OFFEROR. Offerors shall not follow-up with respondents to ensure they have completed the questionnaires. The PCO will conduct such follow-up with any POC as necessary. Completed questionnaires provided by the Offeror will not be considered or evaluated. The Offeror shall provide accurate contact information. Contacts provided shall be an authorized contractor representative responsible for response to any questions submitted on the questionnaire.

4.3. Recent and Relevant Contracts

4.3.1. The Offeror shall provide Past Performance Information (PPI) on current or previous contracts (or efforts). The PPI shall be completed in accordance with Appendix C – ITO Attachment 1.1, Past Performance Information Forms (identified in this document as “PPIF”). The Offeror shall submit PPIFs for contracts which include all or some performance within the past three years, as defined in Appendix D – Evaluation Factors for Award para 2.3.2 Recency Assessment. Request each Offeror submit no more than three (3) recent contracts considered most relevant in demonstrating ability to perform the proposed effort. Also include information on no more than three (3) recent contracts performed by no more than five (5) of your teaming partners and significant subcontractors (any vendor performing over 10% of the total requirements or performing a critical function) you consider most relevant in demonstrating their ability to perform the proposed effort. NOTE: The requested number of PPIFs for the prime and subcontractors are preferences and not requirements. Offerors may submit more than the preferred number if the Offeror believes the extra contracts are needed to fully describe their relevancy. Request each PPIF not exceed a target of eight (8) pages. Limit responses to those efforts necessary for evaluation and relevant to the engine maintenance activities. Offerors shall explain how each contract is relevant to each technical subfactor for the Offeror’s / Subcontractor’s / Teaming Partner’s portion of the proposed effort. For a description of the characteristics or aspects the government will consider in determining recency and relevancy see, Contract – Evaluation Factors for Award para 2.3. and sub paras.

4.3.2. Specific Content

Offerors shall provide a narrative not to exceed five (5) pages for each contract explaining what aspects of the contracts are deemed relevant to the proposed effort and to what aspects of the proposed effort they relate. Categorize the relevance information into the specific Technical subfactors and Price Assessment used to evaluate the proposal. The Technical subfactor requirements are related to certificates for T53 repairs and ISO. For past performance, the narrative should be based on the performance of the work itself. The specific content may include a discussion of efforts accomplished by the Offeror to resolve problems encountered on prior contracts as well as past efforts to identify and manage program risk. Merely having problems does not automatically equate to an Unacceptable rating, since the problems encountered may have been on a more complex program, or an Offeror may have subsequently demonstrated the ability to overcome the problems encountered. The Offeror shall clearly demonstrate management actions employed in overcoming problems and the effects of those actions, in terms of improvements achieved or problems rectified. Taking management actions to overcome problems may or may not result in a higher confidence rating. For example, submittal of quality performance indicators or other management indicators that clearly support that an Offeror has overcome past problems is required.

4.3.3. Organizational Structure Change History

Many companies have acquired, been acquired by, or otherwise merged with other companies and/or reorganized their divisions, business groups, subsidiary companies, etc. In many cases, these changes have taken place during the time of performance of relevant past efforts or between the conclusion of recent past efforts and this source selection. As a result, it is sometimes difficult to determine what past performance is relevant to this acquisition. To facilitate this relevancy determination, Offerors shall include a “roadmap” describing all such changes in the organization of the Offeror’s company. A pamphlet or other commercial document describing such reorganizations may suffice. As part of this explanation, show how these changes impact the relevance of any efforts you identify for past performance evaluation/performance confidence assessment. Since the Government intends to consider past performance information provided by other sources as well as that provided by the Offeror(s), the “roadmap” should be both specifically applicable to the efforts identified, yet general enough to apply to efforts on which the Government receives information from other sources.

5.0 Factor 3 - Price

5.1. In the Price Volume, the Offeror shall provide the following information in addition to the pricing in Price Matrix, of the solicitation. These instructions are to assist you in submitting information required to evaluate the reasonableness of your proposed price. Compliance with these instructions is mandatory and failure to comply may result in rejection of your proposal.

5.2. General Instructions

Information beyond that required by this instruction shall not be submitted, unless you consider it essential to document or support your price position. All information relating to the proposed price including all required supporting documentation must be included in the section of the proposal designated as the Price Volume. Under no circumstances shall this information and documentation pertaining to pricing be included elsewhere in the proposal (except Price Matrix, which will be included in the Contract Volume).

Offeror’s pricing proposal will be evaluated for reasonableness, balance, and realism. Unreasonable and/or unrealistic proposed prices, initially or subsequently, may be grounds for eliminating a proposal from competition. Additionally, unbalanced pricing may pose an unacceptable risk to the Government and may render an Offeror’s proposal ineligible for award. Offerors should be sufficiently detailed to demonstrate their price reasonableness and balance. The burden of proof for credibility of proposed prices rests with the Offeror.

The quantity data given in the Price Matrix represent estimates of the T53 engine overhaul / repairs to be completed during specific periods of performance. These estimates are based on historical data and future projected requirements. However, all such quantities will be used for evaluation purposes only and do not obligate the Government to exercise or guarantee such quantities or extended prices during the contract performance period.

5.2.1 Price Reasonableness

The Government will evaluate proposals for reasonableness, as well as completeness. Reasonableness is based on an overall evaluated proposed price and must represent a price to the Government a prudent person would pay in the conduct of competitive business. Normally, price reasonableness is established through adequate price competition, but may also be determined through proposal analysis techniques as defined in FAR 15.404-1(b)(2). The burden of proof for credibility of proposed costs/prices rest with the Offeror. Offerors shall provide sufficient rationale describing how prices were developed (such as assumptions, historical data, projections, expertise, management decisions, etc).

5.2.2. Balanced Pricing

The Government will evaluate proposals for balance. The Offeror is cautioned against submitting an offer that exhibits unbalanced pricing. Unbalanced pricing may increase performance risk and could result in payment of unreasonable or unrealistic prices. For this acquisition, balanced pricing is determined with respect to CLIN or SubCLIN pricing variance and/or year-to-year price variances for separately priced CLINs. Offerors shall provide rationale for any proposed CLIN price increase greater than 5% from one year to another, or any proposed CLIN price decrease from one year to another. Unexplained price variances from CLIN or SubCLIN and/or year-to-year could suggest unbalanced pricing. Also, an offer could be so grossly unbalanced that acceptance of the offer would be tantamount to allowing an advanced payment. It is in the Offeror’s best interest to provide explanation or supporting rationale for any significant annual CLIN price variances.

5.2.3 Price Realism

The Government will evaluate proposals for price realism to determine whether proposed prices are based on an adequate understanding of contract requirements. Offerors shall provide sufficient rationale describing how prices were developed (such as assumptions, historical data, projections, expertise, management decisions, etc). Proposed pricing must demonstrate adequate understanding of the requirement and not pose an unacceptable risk to performance.

5.2.4. Pricing Information Requirements

FAR 12.209 gives the requirement to establish price reasonableness in accordance with 13.106-3 (Simplified Acquisition Procedures), 14.408-2 (Sealed Bidding), or 15.4 (Contract Pricing by Negotiation), as applicable. FAR part 15 applies. In accordance with FAR 15.403-3(b), prices based on adequate price competition do not require submission of cost or pricing data. In accordance with FAR 15.403-3(a), however, information other than cost or pricing data may be required to support price reasonableness. FAR 15.403-3(a)(1) provides for obtaining information other than cost or pricing data if needed to determine price reasonableness. Therefore, the FAR does not preclude the requirement for obtaining other than cost or pricing data under certain circumstances and the Government reserves the right to obtain data as appropriate. Should the CO determine proposed prices to appear unreasonable or the possibility that an Offeror does not fully understand the requirement, the Offerors may be required to support price reasonableness via other than cost or pricing data. If, after receipt of proposals, the CO determines that there is insufficient information available to determine price reasonableness and none of the exceptions in FAR 15.403-1 apply, the offeror shall be required to submit cost or pricing data.

Offerors shall complete the Price Matrix. Offerors must ensure all required proposed pricing is provided in the Price Matrix. All periods of performance must be priced. These include a five year basic and one three-year incentive option and one two-year incentive option for a total period of 10 years FY21-31.

Any omission of required pricing may result in an unfavorable proposal evaluation. An incomplete Price Matrix will be considered unreasonable since pricing completeness is part of the price reasonableness criteria.

Proposed unit prices will be evaluated using estimated quantities consisting of estimates provided by the Government per year. These quantities utilized in the Price Matrix are based on a historical “snapshot” of the number of estimated annual quantities projected per year of contract performance. These estimates are for evaluation purposes only and do not guarantee any level of effort or buy quantities after contract award.

5.2.5. Rounding

All proposed dollar amounts shall be rounded to the nearest dollar. However, hourly labor rates (fully loaded or burdened) shall be rounded to the nearest cent. Also proposed Material Handling Rates shall be rounded to two (2) decimal places to the right of the decimal point. Compliance with Price Matrix instructions is mandatory. If any pricing proposal deviates from this format, the Government will apply the specified format to determine the extended pricing and Total Evaluated Price (TEP).

5.3. Pricing Support Information

5.3.1. Annual Price Changes

Proposed price increases greater than 5% per year shall be verified and addressed for reasonableness as well as balanced pricing in Section 2 of the Price Volume. Unexplained unit price variances between sequential performance period years could suggest unbalanced pricing. It is in the Offeror’s best interest to provide explanation of any significant annual CLIN price variances.

5.3.2. Price Assumptions Used in Development of Proposed Pricing Information to support reasonableness of proposed pricing is required including supporting data and estimating methodology to support price reasonableness. All cost or price assumptions (including indirect rates for the Offeror’s appropriate accounting period, volume or location discounts), scope limitations and/or qualifications of the pricing proposal shall be addressed and explained.

5.3.3. Proposed Price Reduction per Corporate/Management Decision If estimated prices to perform the proposed effort have been decreased due to a management decision, provide a summary of the reduction by major pricing element (e.g., material, labor, overhead, profit, etc.). Also, provide complete rationale for the price reduction. Provide the estimated dollar and percentage of the reduction, explaining how such reductions are ensured not to increase performance risk to the Government.

5.3.4. Proposed Fixed Rates Support

5.3.4.1. Hourly Labor Rates for Over & Above (O&A) Work

The Price Matrix (Appendix B) includes O&A CLINs (X012 and X014) which contains rates. Proposed hourly labor wrap rates shall each consist of one (1) annual fully burdened, loaded wrap rate per year consisting of all labor required to perform work designated by the CLIN.

Proposed hourly labor wrap rates (e.g., fully burdened hourly labor rates for all types of applicable labor) shall be in accordance with SCLSs or CBAs, as applicable. It should be noted that proposed rates shall be provided for each year of each offered performance period. All rates shall be proposed as Fixed-Priced (FP) ceiling rates. Fixed-Priced rates are those rates proposed for all performance periods and are considered fixed at the proposed amount.

These O&A labor wrap rates shall be proposed at sufficient dollar amounts to adequately cover any and all fluctuations in actual costs in contract performance out-years. This includes actuals for prime contractor and any/all subcontractors selected to perform the effort in contract out-years. This includes any and all possible changes in subcontractors after contract award. All rates should be proposed with sufficiently high ceiling labor rates to ensure adequate coverage of all labor costs, all indirect costs and profit in every contract out-year.

The basis of estimate used to develop O&A wrap rates should be provided in sufficient detail to show how the wrap rates were developed. Development of these rates should be provided sufficient to illustrate all labor categories were considered and included.

Offeror shall provide a breakout of these fully burdened labor wrap rates showing all labor types included. These labor wrap rates shall also represent all indirect costs, plus associated profit and shall be considered ceiling rates. These rates shall be adequately priced to include all contractor risk associated with proposing in contract out-years.

The proposed hourly labor rates shall not be exceeded except for upward adjustments IAW updated SCLS wage determinations or Collective Bargaining Agreements. Offerors are to indicate their understanding of proposed ceiling rates, acknowledging that such rates will apply to out-years (period of performance beyond the basic period) in the future despite what current actuals are running at the time.

5.3.4.2. Material Handling Factor Rates for O&A Work

The Price Matrix (Appendix B) includes a Material Handling Factor CLINs (X013 and X015) which contains rates.

This material handling cost markup factor shall represent all indirect costs and profit associated with obtaining direct material and/or subcontract costs. It should be noted that proposed rates shall be provided for each performance period.

Material Handling Factor Rates shall be proposed as Fixed-Priced (FP) rates. Fixed-Priced rates are those rates proposed for all performance periods and are considered fixed at the proposed amount.

Similar to ceiling rates for fully burdened hourly labor rates, Material Handling Rates shall also be proposed as ceiling rates. Offerors are to indicate their understanding of proposed ceiling rates, acknowledging that such rates will apply to out-years (period of performance beyond year one of the basic period) in the future despite what current actuals are running at the time.

5.3.5. Government Furnished Property/Equipment/Material/Facilities (GFP/GFE/GFM/GFF) Provide assumptions regarding usage of all GFP (including GFM, GFE, and GFF) as reflected in your pricing proposal. The only GFP provided on the T53 contract is the T53 engine end item for repair.

5.3.6. Contractor Furnished Property/Equipment/Tooling/Material (CFP/CFE/CFT/ CFM) If property, equipment and/or tooling is necessary to meet the PWS requirements, it is the Contractor’s responsibility to obtain that property, equipment and/or tooling.

Verify your understanding and intention to provide property, material, equipment and tooling by distinguishing between those items provided by the contractor versus the Government. Also separately list your assumptions regarding facilities, equipment, parts and manpower provided by contractors (prime contractor, subcontractors and/or vendors).

5.4. Estimating Methodology Utilized in Pricing Proposal

5.4.1. Explanation of Specific Estimating Techniques and Methods Explain the methodology used to estimate prices in the development of your proposed pricing. A variety of estimating techniques and methods are acceptable as a basis of estimate in proposed pricing. When responding to the Price Volume requirements in the solicitation, the Offeror and associated subcontractors may use any generally acceptable estimating techniques consistent with the Offeror’s Disclosure Statement as appropriate and if required based on current contracts per Defense Contract Audit Agency (DCAA) policy and guidance. Acceptable contemporary estimating methods can include Cost-to-Cost and Cost-to-Non-Cost Estimating Relationships (CERs), commercial catalogs, etc. The Government reserves the right to obtain information from the Contract Business Analysis Repository (CBAR) as considered necessary.

5.4.2. Past Experience Basis of Estimate

Where price estimates are based on past experience, identify the past experience; explain how the past experience relates to the current effort including similarities and differences and how price data available from the past experiences was adapted to the current effort pricing.

5.4.3. Subcontractors

Submit a list of the proposed subcontractors and inter-divisional transfers showing (a) the supplier, (b) description of effort, and (c) type of contract.

5.4.4. Subcontractor and Vendor Pricing

Include a detailed explanation of your methodology used to determine your proposed subcontractor or vendor pricing considered fair and reasonable. As prime contractor, documentation is required to demonstrate subcontractor/vendor commercial as well as non-commercial quotes are considered fair and reasonable. Include a detailed description of your process for evaluating subcontractor/vendor pricing in your determination of fair and reasonable pricing.

Offerors are required to provide an explanation of how indirect costs (Including Material Handling costs), G&A and profit are applied to subcontractor proposal pricing and whether all subcontractor costs, including indirect rates (particularly Material Handling rates), G&A, and profit are included as a total subcontract amount (i.e., prime treats all subcontractor/vendor costs as their direct cost to which the prime applies their own indirect costs, G&A, cost of money (COM) and profit). Also, include an explanation of your determination to utilize “make” or “buy” subcontractor or vendor parts.

5.4.5. Other Documentation

Other documentation considered by Offerors to be essential for support of proposed prices shall be presented in Section 2 of the Price Volume. Pursuant to paragraph 5.3.3 above, Offerors are requested to address any proposed prices which reflect a business decision to offer prices at or below cost. It is Offeror’s responsibility to support proposed pricing to ensure demonstration of adequate understanding of requirements as well as appreciation of program complexity and associated performance risk.

5.5. Other Information

5.5.1 Services Contract Labor Standards (SCLS)

It is the responsibility of the Offeror and the subsequent contract awardee to comply with the SCLS if actual maintenance work is performed in the United States. In Section 3 of the Price Volume, provide a table conforming (linking) the Offeror’s proposed job categories/skill levels considered subject to the SCLS with the job categories/skill levels of the applicable Wage Determination (WD). This cross-reference provides a tie between the labor categories/skill levels proposed and the labor categories/skill levels listed in the SCLS WD.

5.5.2. Government Field Support Agencies

Identify the cognizant Defense Contract Audit Agency (DCAA) and Defense Contract Management Agency (DCMA) office responsible for administration of the Offeror’s Government contracts.

5.5.3. Submission of Price/Cost Models

Submit the electronically encoded Price Matrix in support of the proposed TEP. Any price/cost model submitted must be consistent with your approved estimating system and must duplicate the logic and mathematical formulas reflected in the paper copy of your proposal. The Price Matrix submitted must comply with the following format requirements:

(a) Data file should be submitted on a CD.

(b) Data file should be .XLS file format (MS-Excel 2010 or earlier) compatible format.

5.6 Volume Organization.

The Price volume shall consist of the following sections:

SECTION 1 Include along with a Table of Contents, your response to the following paragraphs in Section 1:

5.2.4 Pricing Information Requirements

5.2.5 Rounding

SECTION 2 Include your response to the following paragraphs in Section 2:

5.3.1 Annual Price Changes

5.3.2 Price Assumptions Used in Development of Proposed Pricing

5.3.3 Proposed Price Reduction per Corporate/Management Decision

5.3.4 Proposed Fixed Rate Support

5.3.5 GFP/GFE/GFF/GFM

5.3.6 CFP/CFE/CFT/CFM

5.4.1 Explanation of Specific Estimating Techniques & Methods

5.4.2 Past Experience Basis of Estimate

5.4.3 Subcontractors

5.4.4 Subcontractor & Vendor Pricing

5.4.5 Other Documentation

SECTION 3 Include in your response to the following paragraphs in Section 3:

5.5.1 Services Contract Labor Standards (SCLS)

5.5.2 Government Field Support Agencies

SECTION 4 – Include in your response to the following items in Section 4:

Price Matrix (Appendix B) with all required pricing information completed.

5.5.3 Price Model

6.0. Contract Documentation

6.1. Model Contract/Representations and Certifications

The purpose of this volume is to provide information to the Government for preparing the contract document and supporting file. The offeror's proposal shall include a signed copy of the Model Contract.

6.1.1. Solicitation/Contract Form

Signature by the offeror constitutes an offer, which the Government may accept. The "original" copy should be clearly marked under separate cover and should be provided without any punched holes.

6.1.2. Supplies or Services and Costs/Prices

Offerors shall complete the Price Matrix in place of completing the pricing information in the model contract. Offerors must ensure all required proposed pricing is provided in the Price Matrix. All periods of performance must be priced. These include a five year basic and one three-year incentive option and one two-year incentive option for a total period of 10 years FY21-31.

6.1.3. Contract Clauses

The offeror shall provide required information to complete clauses as required.

6.1.4. Representations, Certifications, and other Statements of Offerors The offeror has completed the annual representations and certification electronically via the SAM website. After reviewing the SAM database information, the offeror verifies by submission of this offer that the representation and certifications currently posted electronically at FAR 52.212-3, Offeror Representations and Certifications—Commercial Items are correct.

6.2. Exceptions to Solicitation Requirements

Offerors are required to meet all solicitation requirements, such as terms and conditions, representations and certifications, and technical requirements, in addition to those identified as evaluation factors or subfactors. Failure to meet a requirement may result in an offer being ineligible for award. Offerors must clearly identify any exception to the solicitation terms and conditions and provide complete accompanying rationale. Each exception shall be specifically related to each paragraph and/or specific part of the solicitation to which the exception is taken. Provide rationale in support of the exception and fully explain its impact, if any, on the performance, schedule, cost, and specific requirements of the solicitation. This information shall be provided in the format and content of Table 6.2. Offerors are cautioned the Government could determine any identified exceptions to be unacceptable, which would make the proposal ineligible for award.

Table 6.2 - Solicitation Exceptions Solicitation Document Page/ Paragraph Requirement/ Portion Rationale

Page and Paragraph Numbers

why the requirement can/will not be met

6.3. Other Information Required

6.3.1. Ombudsman

An Ombudsman has been appointed to hear concerns from offerors or potential offerors during the proposal development phase of this acquisition. The Ombudsman for this acquisition is OC-ALC/PKC. This does not diminish the authority of the program director or CO, but communicates offeror concerns, issues, disagreements and recommendations to the appropriate Government personnel. When requested, the Ombudsman shall maintain strict confidentiality as to the source of the concern. The Ombudsman does not participate in the evaluation of proposals or in the source selection process; interested parties are invited to call OC-ALC/PKC at 405-736-3273.

6.3.2. Authorized Offeror Personnel

Provide the name, title, and telephone number of the company/division point of contact regarding decisions made with respect to your proposal and who can obligate your company contractually. Also, identify those individuals authorized to negotiate with the Government.

6.3.3. Government Offices

Provide the mailing address, telephone and fax numbers and facility codes for the cognizant Contract Administration Office, DCAA, and Government Paying Office. Also, provide the name and telephone and fax number for the Administrative Contracting Officer (ACO).

6.3.4. Company/Division Address, Identifying Codes, and Applicable Designations Provide company/division's street address, county and facility code; CAGE code; DUNS code; TIN; size of business (large or small); and labor surplus area designation. This same information must be provided if the work for this contract will be performed at any other location(s). List all locations where work is to be performed and indicate whether such facility is a division, affiliate, or subcontractor, and the percentage of work to be performed at each location.

6.3.5. Attachments to the RFP / Model Contract

The Offeror shall provide as attachments to the RFP / model contract the documents listed in Section J of the RFP except for the ITO and Evaluation Factors for Award documents.

6.3.6. Government Furnished Property

The only GFP is the engine itself as the end item for repair. IAW FAR 45.202(b) the contracting officer shall ensure the Offeror’s property management plans, methods, practices, or procedures for accounting for property are consistent with the requirements of the solicitation.

ITO ATTACHMENTS

PAST PERFORMANCE PACKAGE ATTACHMENT

ITO Attachment – 2.0. PROPOSED TEAM LIST

ITO ATTACHMENT 1.1.

Past Performance Information Forms (PPIF)

Provide the information requested in this form for each contract/program being described. Provide frank, concise comments regarding your performance on the contracts you identify. Request each offeror submit between 6 and 10 PPIS forms for the prime Contractor and between 4 and 7 for each significant subcontractor/teaming partner.

A. Offeror Name (Company/Division):

(NOTE: If the company or division performing this effort is different than the offeror or the relevance of this effort to the instant acquisition is impacted by any company/corporate organizational change, note those changes. Refer to the "Organizational Structure Change History" you provided as part of your Past Performance Volume).

B. Program Title:

C. Contract Specifics:

1. Contracting Agency or Customer:

2. Contract Number:

3. Contract Type:

(If multiple types (i.e. Firm-Fixed Price with Time & Material), list percentage and dollar amount of Firm-Fixed Price portion)

4. Period of Performance:

7. If Amounts for 5 and 6 above are different, provide a brief description of the reason:

D. Brief Description of Effort as Prime or Subcontractor (Please indicate whether it was development and/or production, or other acquisition phase and highlight portions considered most relevant to current acquisition)

E. Completion Date:

1. Original date:

2. Current Schedule:

3. Estimate at Completion:

4. How Many Times Changed:

5. Primary Causes of Change:

F. Are there Contractor Performance Assessment Reports (CPARS) or other Past Performance Reports available for this contract? YES NO

G. Primary Customer Points of Contact: (For Government contracts, provide current information on all three individuals. For commercial contracts, provide points of contact fulfilling these same roles).

H. Address any technical (or other) area about this contract/program considered unique.

I. For each of the applicable subfactors under the technical factor in the “Evaluation Criteria for Award, illustrate how your experience on this program applies to that subfactor, if you are to perform the same effort on the proposed contract.

J. Specify, by name, any key individual(s) who participated in this evaluated program and are to support the proposed effort. Also, indicate their contractual roles for both acquisitions.

K. Describe the nature or portion of the work on the proposed effort to be performed by the business entity being reported here. Also estimate the percentage of the total proposed effort to be performed by this entity, and whether this entity will be performing as the prime, subcontractor or a corporate division related to the prime (define relationship).

ITO ATTACHMENT 1.2.

PAST PERFORMANCE QUESTIONNAIRE

WHEN FILLED IN THIS DOCUMENT IS SOURCE SELECTION SENSITIVE INFORMATION IAW FAR 3.104

SECTION 1: CONTRACT IDENTIFICATION

1. Contractor: ______________________________________________________________________________

1. Cage Code of contractor contract was awarded to: _________________________________

1. Contract number: _______________________________________

1. Contract type: ______________________________ (If multiple types (i.e. Firm-Fixed Price with Time & Material), list percentage and dollar amount of Firm-Fixed Price portion)

1. Was this a competitive contract? Yes _____ No _____

1. Period of performance: _________________________________________________________

1. Initial contract cost: $____________________________

1. Current/final contract cost: $_______________________________

1. Reasons for differences between initial contract cost and final contract costs:…