Atch 3 A1 ToC Ordering Guide.docx

AIR FORCE THEORY OF CONSTRANT (ToC)

BLANKET PURCHASE AGREEMENT

CALL ORDER GUIDE

Contract Number: FA7014-24-A-XXXX

I. INTRODUCTION

1.0 General.

This is a non-personal services contract to provide Theory of Constraint (ToC) services for the United States Air Force. The Contractor shall provide all services, materials, supplies, equipment as required in connection with this Statement of Work (SOO). The contractor shall support the full range of IT services to support the development, sustainment, enhancement, and facilitation of the Theory of Constraints (ToC). Services and deliverables shall include the following task areas:

Task 1: Establish a standard methodology to apply ToC concepts to processes that will smooth the flow of processes Task 2: Conduct location Leadership workshop on ToC concepts and how to apply the concepts of ToC, using the standard methodology, to get targeted results Task 3: Conduct core team (process owners) workshop on ToC concepts and how to apply ToC concepts, utilizing the standard methodology, to smooth the flow processes.

Task 4: Provide data collection and analysis of current end to end processes at location to determine where ToC should be applied to obtain the greatest return on investment Task 5: Work with the core team (process owners) to design and detail out the ToC solution to fit the locale’s operation that is presumed to provide the greatest return on investment. This includes defining the policies, rules, business processes, roles and responsibilities and metrics measured to access solutions, as well as metrics used to measure gains Task 6: Facilitate buy-in workshops to obtain organizational consensus at the process owner and local leadership level.

Task 7: Articulate a standard methodology to apply ToC and the process to which ToC concepts will be applied, anticipated gains, and the metrics used to measure anticipated gains

The Government shall not exercise any supervision or control over the contract employees performing the services herein. Such contract employees shall be accountable solely to the Contractor who, in turn, is responsible to the Government.

1.1 WHO IS THIS GUIDE WRITTEN FOR?

This short guide is written for the users of and contractors on the ToC Blanket Purchase Agreement (BPA). It explains the process that will be used when awarding each task order. The guide addresses contracting processes and concepts specific to the A4 ToC requirement, please contact AFDW/PKH Air Force Contracting with applicable questions.

1.2 ARE THERE ANY RESTRICTIONS AND/OR MINIMUMS ASSOCIATED WITH THESE CALL ORDERS?

The single award contractor (TBD) and supporting team of the ToC requirement will be awarded work on a call order basis. AF/A4 will review project support requests to rationalize the allocation of maximum amounts approved for a given task order (which may include option years).

1.3 ToC STANDARD ORDERING PROCEDURES

1. The Acquiring Activity submits an official request for ToC support.

2. AF/A4 approves the request to use the ToC BPA.

3. AF/A4 & AFDW/PK provide templates for Statement of Work (SOO), Contractor negotiated labor rates, and template for an Independent Government Cost Estimate.

a. The Acquiring Activity must sign a non-disclosure statement prior to receiving negotiated Contractor labor rates.

4. The Acquiring Activity sends AF/A4 & AFDW/PK a complete Statement of Work.

5. AF/A4, project liaison, AFDW/PK contract officer or specialist and the Acquiring Activity have a discussion with Contractor to ensure understanding of the required support, effort and timeframe.

6. The Acquiring Activity provides an Independent Government Cost Estimate and certified funding (Form 9) to the COR for processing through the AFDW/PK Contract Officer or Specialist.

7. AFDW/PK releases the Request for Proposal (RFP) Package to the Contractor, which has up to ten (10) business days to respond with its proposal including a Pricing Sheet, and Technical/Staffing Plan.

8. The technical/staffing plan can be no longer than five (5), 8 ½” x 11” pages and will be included within the Contractor’s Pricing Volume. The technical/staffing approach will describe the Contractor’s rationale and assumptions for its proposed solution for achieving the PWS along with its proposed timeline.

9. In conjunction, the Contractor must provide a completed Pricing Sheet that includes proposed hours, labor categories, travel, tools, equipment, and the final price.

10. The Contractor must also provide a list of the personnel that will be working each individual task order within five (5) days of award. This information shall be sent to the COR on the Task Order.

11. The Acquiring Activity then has three (3) days to evaluate the proposed technical approach to include the FTEs, labor categories, and price submitted by the Contractor and respond to the Contracting Officer and the COR on acceptance of the proposal or non- acceptance with rationale.

12. Contracting Officer completes the award with the Contractor if the proposal is approved, or alternatively, requests resubmission based on the government evaluation and comments. The Contractor has up to two (2) business days to respond with its revised proposal.

13. Actual start of work is based on the defined period of performance, but a minimum of five (5) business days is recommended to allow coordination a task order initiation meeting and the Contractor finalizing and ensuring availability of personnel required at initiation.

II. ToC EXPEDITED ORDERING PROCEDURES (Used by special exception – approved by AF/A4)

In some cases the Government requires expedited proposals. The following are guidelines to propose within the constricted timeline.

1. The Acquiring Activity submits an official request for ToC support.

2. AF/A4 approves the request to use the ToC BPA.

3. AF/A4 & AFDW/PK provide templates for Statement of Work, Contractor negotiated labor rates, and template for an Independent Government Cost Estimate.

a. The Acquiring Activity must sign a non-disclosure statement prior to receiving negotiated Contractor labor rates.

4. The Acquiring Activity sends AF/A4 & AFDW/PK a complete Statement of Work.

5. AF/A4, project liaison, AFDW/PK contract officer or specialist and the Acquiring Activity have a discussion with Contractor to ensure understanding of the required support, effort and timeframe.

6. The requiring office provides an Independent Government Cost Estimate and certified funding (Form 9) to the COR for processing through the AFDW/PK Contract Officer or Specialist.

7. AFDW/PK releases the Request for Proposal (RFP) Package to the Contractor, which has up to three (3) business days to respond with its proposal including a Pricing Sheet, and Technical/ Staffing Plan.

8. The technical/staffing plan can be no longer than five (5), 8 ½” x 11” pages and will be included within the Contractor’s Pricing Volume. The technical/staffing approach will describe the Contractor’s rationale and assumptions for their proposed solution for achieving the PWS along with its proposed timeline.

9. In conjunction, the Contractor must provide a completed Pricing Sheet that includes proposed hours, labor categories, travel, tools, equipment, and the final price.

10. The Contractor must also provide a list of the personnel that will be working each individual task order within five (5) days of award. This information shall be sent to the COR on the Task Order.

11. The Acquiring Activity then has one to two (1 to 2) days to evaluate the proposed technical approach to include the FTEs, labor categories, and price submitted by the Contractor and respond through the COR to the Contract Officer on acceptance of the proposal or non-acceptance with rational.

12. Contracting Officer completes the award with the Contractor if the proposal is approved, or alternatively, requests resubmission based on the government evaluation and comments. The Contractor shall have up to two (2) business days to submit a revised proposal.

13. Actual start of work is based on the defined period of performance and essential date work must start.

HOW EACH CALL ORDER BE EVALUATED

The Government will evaluate the Offeror's approach and understanding of the requirement and associated processes to complete all required tasks IAW the SOO submitted with the RFP.

For each Call Order, the Government will use a best value approach to evaluate the Contractor’s Technical/Staffing Plan for understanding, approach, and price fair and reasonableness. The plan shall include the descriptions for each labor category identified in the proposal responses. The technical/staffing plan is provided to enable the Government’s evaluation of the Contractor’s proposal and is based upon the Contractor’s understanding of the PWS requirements. Unless specified in the call order, the technical/staffing plan is subject to modification during executions to enable the Contractor to provide access to necessary expertise, achieve maximum efficiency, and increase responsiveness to the government’s defined requirements. Specifically with regard to pricing, the Government will evaluate the offeror’s proposed labor categories, proposed number of FTEs (with rationale from the Contractor) for understanding and acceptable approach, and price for fairness and reasonableness.

The Government will award the call order if the proposal is approved, or alternatively, request resubmission of the proposal based on the Government evaluation and comments to either the technical approach, staffing or pricing.