ATT G_Section L_InstructionsToOfferors.pdf

SECTION l – INSTRUCTIONS, CONDITIONS AND NOTICES TO OFFERORS (ITO)

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Section L

INSTRUCTIONS TO OFFERORS

1.0 Program Structure and Objective

The government plans to award a single contract for Civil Engineer (CE) Services-Operations

Management program. The CE Services – Operations Management will primarily include:

• Maintenance and repair of TAFB’s facilities and infrastructure, both built and natural, to ensure the delivery of war-winning expeditionary capabilities to the war fighter;

• Effective physical plant operations and delivery of high quality services;

• Modernization of the installation so that essential facilities and services are available to carry out assigned missions on-time and within budget; and

• Continuous improvement of services and capabilities to meet Tinker AFB’s mission and vision.

Major functional areas include:

a) Operations Management;

b) Operations Execution;

c) Operations Engineering Support;

d) Resource Management; and

e) General Services including Daily Management and Administration.

1.1. Award will be made on the basis of best value utilizing Tradeoff Source Selection

Procedures. Award will be made to the contractor that provides the best value to the

Government over the entire period of performance.

1.2. Budget/Funding Information

Funding will be obligated for the Firm-Fixed-Price (FFP) Contract Line Item Number (CLIN) for the base period, to include the phase-in period.

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2.0 General Instructions

2.1.1. 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.

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 Section A of the model contract/solicitation. The Offeror shall make a clear statement in Section A of 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.

2.1.6 All or parts of the Offeror’s Technical proposal may be added to the contract. Should there be any discrepancies between the Technical proposal and the Performance Work

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Statement (PWS) or Systems Requirement Document (SRD), the PWS and SRD will take precedence.

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 Section A of 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

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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. Any unacknowledged amendments in the Offeror’s proposal are subject to solicitation provision FAR 52.215-1(b).

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 shown in Section A of the model contract/solicitation, and showing the time and date specified for receipt, the solicitation number, and the name and address of the Offeror.

2.3. Organization/Number of Copies/Page Limits

2.3.1. The Title Page of each volume must show solicitation number, name, address, and telephone, and e-mail address if available.

2.3.2. A Team List of the Offeror’s primary Point of Contacts shall be submitted in each volume using the format shown in Attachment 2 of the ITO.

2.3.3. The Offeror shall prepare the proposal as set forth in the Proposal Organization Table

(Table 2.3 below). The titles and contents of the volumes shall be as defined in this table, all of which shall be within the required page limits and with the number of copies as specified in

Table 2.3. The attachments identified in the table 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 below.

https://beta.sam.gov/

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Table 2.3. Proposal Organization

Volume

ITO

Paragraph

Number

Volume Title

Hard

Copies/

Disk

Copies

Page

Limit

I 3.0 Technical 4/1 65

3.2.2 Title Page (Not included in 65 page limit) 1

3.2.2 Team List (see Attach 2.0)(Not included in 65

page limit)

3.2.2 Table of Contents Unlimited

3.2.2 List of Tables and Figures Unlimited

3.2.2 Glossary of Abbreviations and Acronyms Unlimited

3.2.3

3.2.4

3.2.5

Subfactor 1 Transition

Subfactor 2 Program Management

Subfactor 3 Resource/Personnel Management

II 4.0 Past Performance 3/1 Unlimited

2.2.1 Title Page 1

2.2.2 Team List (See Attach 2.0) 5

4.1 Past Performance Information Forms (PPIF)

(See Attach 1.1)

4.1.1 Consent Letter (See Attach 1.4) Unlimited

4.1.1 Client Authorization Letters (See Attach 1.5) Unlimited

4.2 Present/Past Performance Questionnaires (See

Attach 1.2)

Tab Only

4.3.2 Relevant Contract Narrative Request Max

5 pages per contract

4.3.3 Roadmap 2

III 5 Price Volume 2/2 Unlimited

5.1/5.2 General Information Unlimited

5.3 Volume Organization Unlimited

5.4 Pricing Support Information Unlimited

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IV 6 Contract Documentation 2/1 Unlimited

2.2.1 Title Page (SF1449) 1

2.2.2 Team List (see Attach 2.0) 5

2.2.7 Table of Contents Unlimited

2.2.8 List of Tables and Figures Unlimited

2.2.9 Glossary of Abbreviations and Acronyms Unlimited

2.2.2/6.3.4 Team List, Arrangements, and/or Letters of

Intent

Unlimited

6.1 Model Contract (Sections A-J) N/A

6.1.4 Representations and Certifications (Section K) N/A

6.3.1-6.3.3 Contact Information Unlimited

6.3.5 Attachments to the Model Contract Unlimited

2.3.4. Page Limitations

Page limitations shall be treated as maximums. If exceeded, the excess pages will not be considered in the evaluation of the proposal. Page limitations may also be placed on 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 the following: blank pages, title pages, tables of contents, tabs, indexes, glossaries, and those noted in the Proposed Organization Chart as unlimited.

2.3.5. Pricing Information

All pricing information shall be addressed ONLY in the Price Proposal and Contract

Documentation volumes. Cost trade-off information, work hour estimates, and material kinds and quantities may be used in other volumes only as appropriate for presenting rationale for alternatives or design and trade-off decisions.

2.3.6. Cross Referencing

The Technical volume shall be written on a stand-alone basis so that its contents may be evaluated without cross-referencing to other volumes of the proposal. Information required for the technical proposal evaluation, which is not found the Technical volume, will be assumed to have been omitted from the proposal, and will not be considered in the technical evaluation.

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Cross-referencing within a proposal volume is permitted when its use would conserve space without impairing clarity. The Past Performance and Price evaluation will utilize information from each’s respective volume for the evaluation, but may also utilize information from other volumes as well.

2.3.7. Indexing

Each volume shall contain a more detailed table of contents to delineate the subparagraphs within that volume. Tab indexing shall be used to identify sections.

2.3.8. Include an indexed list of Tables and Figures.

2.3.9. Glossary of Abbreviations and Acronyms

Each volume shall contain a glossary of all abbreviations and acronyms used, and with an explanation for each. Glossaries do not count against the page limitations for their respective volumes.

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.

2.4.1. 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

8 (of 54) 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. Binding and Labeling

Each volume of the proposal should be separately bound in a three-ring, loose-leaf binder permitting the volume to lie flat when open. Staples shall not be used. A cover sheet should be bound in each book, clearly marked as to volume number, title, copy number, solicitation identification and the offeror’s name. The same identifying data should be placed on the spine of each binder. All unclassified document binders shall have a color other than red or other applicable security designation colors. Be sure to apply all appropriate markings including those prescribed in accordance with FAR 52.215-1(e), Restriction on Disclosure and Use of

Data, and FAR 3.104-4, Disclosure, Protection, and Marking of Contractor Bid or Proposal

Information and Source Selection Information.

2.6. Electronic Offers

The content and page size of electronic copies should 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. For electronic copies, indicate on each Compact Disc Read Only

Memory (CD-ROM) the volume number and title. Use separate files to permit rapid location of all portions, including subfactors, required plans, exhibits, appendices, and attachments, if any.

The Offeror shall submit volumes I through IV in electronic format. 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 2016, MS Excel 2016, and MS-Power Point 2016.

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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

AFSC/PZIOC: ATTN: Tamra Torres

7858 5th Street

Tinker AFB OK 73145-3020

Telephone: 405-739-3250 tamra.torres@us.af.mil

3.0 Factor 1 – Technical

3.1. General

The Technical Volume should be specific and complete. Legibility, clarity and coherence are very important. Your responses will be evaluated against the Technical subfactors defined in

Section M, 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 proposal. Do not merely reiterate the objectives or reformulate the requirements specified in the solicitation.

3.2. Format and Specific Content

3.2.1. Technical

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

3.2.2. Volume Organization

The Technical Volume shall be organized according to the following general outline:

(1) Team List Attach 2.0

(2) Table of Contents

(3) List of Table and Drawings

(4) Glossary

(5) Subfactor One – Transition

(6) Subfactor Two – Program Management

(7) Subfactor Three – Resource/Personnel Management

3.2.3. Subfactor One: Transition

The Offeror shall provide an approach for transitioning-in for the CE Services – Operations

Management program IAW PWS section 1.7.1. The approach shall address how the offeror intends to phase-in personnel and prepare for full contract performance. As a minimum, the approach shall provide the following essential elements:

• Hiring and obtaining personnel (IAW FAR 52.222-17) during transition;

• Implementation of existing collective bargaining agreements;

• Transition strategy/incumbent coordination to minimize mission impact;

• Transition/acceptance of on-going workload, completion, and accountability of unfinished work orders and prioritizing and execution of incomplete service calls;

• Transition milestones/tasks, identifying critical path (e.g. human resource actions, training, transfer of Government property, and start work dates);

• Process for training incoming personnel;

• Mitigation strategy to preclude the occurrence of a workforce strike; and

• Risk identification and mitigations, as necessary.

3.2.4. Subfactor Two: Program Management

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The Offeror shall provide an approach for program management for the CE Services –

Operations Management program. As a minimum, the approach shall provide the following essential components:

a. Program management: Offeror will propose a process for:

• Tracking, monitoring, managing, and controlling schedule and performance

(preventive maintenance (PM), work request management and performance of corrective maintenance (CM)). Maintenance operations: process for simultaneous execution of preventive maintenance (PM), scheduled sustainment work (SSW), and management of enhancement work (EW), while providing event support and responding to short notice tasks or emergency corrective maintenance (CM) IAW

PWS 1.1.1, 1.1.2, 1.1.3, and 1.3.11

• Demonstrating how the Government will be kept informed; and process and procedures for updating respective shared information, ensuring quality control (QC) discussions and remedies with Government, and explaining the hierarchy for communication;

• Managing all emergency response functions and requirements IAW PWS 1.3.11;

• Implement technology to improve direct labor efficiency and reduce downtime related to scheduling, routing and tracking of vehicles and personnel;

• Implement lessons learned and other improvements related to indirect labor and provide an indirect labor efficiency curve;

b. Safety: Process for safety procedures IAW PWS 1.6.21. Offerors are not required to submit a full health and safety plan IAW PWS 1.6.21.3, but are required to submit an outlined approach. The approach shall address general safety processes that can be utilized in developing a formal health and safety plan upon award.

c. Quality Control (QC): Process for QC procedures, work acceptance and rejection IAW

PWS 1.6.20.1 and 1.6.20.2. Offerors are not required to submit a full QC plan IAW

PWS 1.5.20, but are required to submit an outlined approach. The approach shall address general QC processes that can be utilized in developing a formal QC plan upon award.

3.2.5. Subfactor Three: Resource/Personnel Management

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The Offeror shall provide an approach for resource/personnel management for the CE

Services – Operations Management program. As a minimum, the approach shall provide the following essential components:

a. Manning : Process for recruiting, hiring, training, and retaining a qualified/certified and capable workforce that can accomplish the entire scope of the effort, and handle surges/variables in workload requirement IAW PWS 1.2.1, 1.2.2, 1.2.3, 1.3.1, 1.3.2, 1.3.3, 1.3.4, and Appendix 4.9 Minimum Team Complement.

b. Organizational Structure: Organizational approach and management structure, including an organizational chart. This element shall include the following:

• Organizational chart: the number of people for every skill set and the number of key members of the offeror's proposed management team.

• Managing subcontractor performance, if applicable. The offeror shall address a process to select, manage, and facilitate coordinating activities among team members (i.e. subcontractors), including, mentor/protégé, and joint venture partners, as applicable.

c. Materials Acquisition: Describe process for acquiring materials (Contractor Acquired

Parts), implementation of process improvements to reduce material handling, and procedures to ensure material is acquired at best value to government, including concepts such as category management, bulk purchasing, and others.

d. Inventory Management: An approach to address inventory controls and accountability of material (contract acquired parts), furnishings and Government furnished property

(GFP). The approach must demonstrate how the offeror plans to account for, track and update inventory IAW PWS 1.5.2, 1.8.6, 3.1.6., 3.1.7 and 3.1.8.

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 in accordance with the format contained in Attachment 1.1 of the ITO.

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

13 (of 54) the work outlined in the solicitation. The Offeror shall describe the portion 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 quality, based on their proposed portion of effort. Therefore, it is important for the Offeror to provide a detailed portion of effort description, in order for the PPET to conduct an accurate assessment.

Offerors shall also provide approximate percentages for portion of effort for each team member. For the Past Performance evaluation, the Government will use data provided by the

Offeror in the Past Performance volume, as well as data obtained from other sources.

4.1.2. Along with the information required in this paragraph, 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 on the Offeror’s performance.

4.2. Early Proposal Information

4.2.1 Each offeror is requested to submit the Past Performance volume 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, nor will offerors be penalized.

4.2.2. 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 Form (Attachment 1.1). The POCs will complete the questionnaires and forward them directly to the Past Performance Evaluation Team (PPET). (Attn: Tamra

Torres). Email address for questionnaires is tamra.torres@us.af.mil. RESPONDENTS TO THE

QUESTIONNAIRES SHALL NOT SEND THE COMPLETED INFORMATION SHEETS BACK TO

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THE OFFEROR. Offerors shall not follow-up with respondents to ensure they have completed the questionnaires. The PPET will conduct such follow-up with any POC as necessary.

4.3. 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 Section L, Attachment

1.1, Past Performance Information Form (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 Section M, para 2.3.2.1 Recency Assessment. Request each offeror submit up to three (3) PPIFs for the prime contractor, and up to four (4) PPIFs for each significant subcontractor/teaming partner. Significant subcontractor is defined as a contractor who is proposed to perform over 10% of the total effort, or a contractor who is proposed to perform less than 10% of the total effort, but is determined to be performing a critical function.

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. Offerors who submit less than the preferred number of PPIFs are not automatically assigned a “Neutral Confidence” rating.

Fewer numbers may be acceptable, if the Government determines there is sufficient information to determine a confidence rating. Request each PPIF not exceed a target of 8 pages, although more or less may be submitted, if necessary and relevant to the CE Services-

Operations Management program.

4.3.2. PPI Relevant Contract Narrative

For each PPIF, the Offeror shall provide a narrative explaining what aspects of the contract is deemed relevant to the proposed effort, and to what aspects of the proposed effort they relate.

Specifically, the narrative should focus on similarities to the Factor 1 Technical subfactors, Factor 3 Price, and Scope, Magnitude, and Complexity, as defined in Section M, paragraph

2.3.2.2, and should be tailored to the proposed portion of effort. Categorize the relevant information into the specific technical subfactors and price assessment used to evaluate the proposal. The narrative 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

15 (of 54) program risk. Merely having problems does not automatically equate to a Limited or No

Confidence 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. This may allow the Offeror to be considered a higher confidence candidate.

For example, submittal of quality performance indicators or other management indicators that clearly support that an offeror has overcome past problems is required. The Offeror is requested to limit the narrative to a maximum of 5 pages. However, the Offeror may exceed the requested page limit, if determined necessary to fully describe relevancy.

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, offeror’s 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

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5.1. In the price volume, the Offeror shall provide the following information in addition to the pricing in Price Matrix (Attachment C) of the solicitation. These instructions are to assist you in submitting information required to evaluate the reasonableness, balance and realism 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 be included elsewhere in the proposal. Offerors shall not input pricing information the Section B – Supplies or Services and Prices/Costs of the model contract. Proposed unit prices will only be entered in the Price Matrix (Attachment C).

5.2.1. Price Reasonableness

The Government will evaluate proposals for reasonableness. Normally, price reasonableness is established through adequate price competition, but may also be determined through other price analysis techniques. The burden of proof for credibility of proposed costs/prices rests 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 Balance

The Government will evaluate proposals for balance. The Offeror is cautioned against submitting an offer which 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 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

17 (of 54) to another. Unexplained price variances from year-to-year could suggest unbalanced pricing.

It is in the Offeror’s best interest to provide explanations or supporting rationale for any significant annual CLIN price variances.

To assist in the determination of balanced pricing, Offerors shall complete the attached Price

Matrix (Attachment C). Completion of the Price Matrix allows efficient comparison of proposed pricing with the PWS requirements.

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 and to ensure the proposed price does not pose an unacceptable risk to performance. Offerors shall provide sufficient rationale describing how prices were developed (such as assumptions, historical data, projections, expertise, management decisions, etc).

5.2.4. Cost or Pricing Information Requirements

FAR 15.4 applies as appropriate. Specifically, FAR 15.404-1 applies regarding proposal analysis. Price analysis techniques shall be utilized to ensure fair and reasonable pricing IAW

FAR 15.404-1(b). Providing information to assist with pricing evaluation to further support proposed pricing will expedite the source selection process.

IAW FAR 15.403-3(b), prices based on adequate price competition do not require submission of cost or pricing data. IAW 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.

In accordance with FAR 15.305(a)(1) cost realism analysis is required for the Cost

Reimbursable CLINs X053 through X057. Since these CLINs are marked as “To Be

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Determined (TBD)”, they will not be evaluated and a cost realism analysis will not be performed. However, it is noted that any Profit/Fee is unallowable for the cost reimbursable efforts performed under these CLINs. Offerors are prohibited from providing capped rates.

5.2.5. Rounding

All dollar amounts shall be rounded to the nearest penny. 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. Volume Organization.

The Price volume shall consist of the following sections:

SECTION 1 - Table of Contents; summary descriptions of estimating, purchasing, and accounting systems; changes to estimating, accounting practices, or Cost Accounting

Standards (CAS) Disclosure Statement.

SECTION 2 - Cost or pricing information and supporting data, to include estimating methodology.

Other information as Offeror determined relevant to support proposed prices. This information could include Government Furnished Property/Government Furnished

Equipment (GFP/GFE), base support, long lead costs, termination costs, development/production schedule, inflation rate summary and explanation, life cycle cost, and special tooling/test equipment. List each exception to the ground rules and assumptions provided in the solicitation and each qualification of the Price volume, if any. Provide complete rationale for any exceptions.

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SECTION 3 - Other information such as that required by paragraph 5.4.7 Serviced

Contract Labor Standards (SCLS) and paragraph 5.4.8 Government Field Support

Agencies.

SECTION 4 – Copy of Price Matrix (Attachment C) from RFP with Offeror’s proposed prices included. Price Model as required in paragraph 5.4.10 below.

5.4. Pricing Support Information

5.4.1. Estimating System

Provide a summary description of your standard estimating system or methods. Also, identify any deviations from your standard estimating procedures in preparing this proposal volume.

Indicate whether you have Government approval of your system and if so, provide evidence of such approval.

5.4.2. Purchasing System

Provide a summary description of your purchasing system or methods (e.g., how material requirements are determined, how sources are selected, when firm quotes are obtained, what provision is made to ensure quantity and other discounts). Also, identify any deviations from your standard procedures in preparing this proposal. Indicate whether you have Government approval of your system and if so, provide evidence of such approval.

5.4.3. Accounting System

Indicate whether you have Government approval of your accounting system and if so, provide evidence of such approval. Also, identify any deviations from your standard procedures in preparing this proposal.

5.4.4. Annual Price Changes

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Proposed price increases greater than 5% per period shall be verified and addressed for reasonableness in Section 2. Proposed price decreases from year to year shall be verified and addressed for realism in Section 2.

5.4.5. 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 significant 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.

5.4.6. 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 cost element (e.g., material, labor, overhead, profit, etc.) as applicable. 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.

5.4.7. Service Contract Labor Standards (SCLS)

It is the responsibility of the Offeror and the subsequent contract awardee to comply with the

Services Contract Labor Standards (SCLS). 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) or

Collective Bargaining Agreement (CBA). This cross-reference provides a tie between the labor categories/skill levels proposed and the labor categories/skill levels listed in the SCLS WD or

CBA.

5.4.8. Government Field Support Agencies

21 (of 54)

Identify the cognizant Defense Contract Audit Agency (DCAA) and Defense Contract

Management Agency (DCMA) office responsible for administration of the Offeror’s

Government contracts.

5.4.9. Other Documentation

Other documentation considered by Offerors to be essential for support of proposed prices shall be presented in this section. Pursuant to paragraph 5.2.3 above, Offerors are requested to address any proposed prices which reflect a business decision to offer prices at or below cost.

5.4.10. Probable Subcontractors

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

5.4.11. Submission of Price/Cost Models

Submit an electronically encoded price/cost model in support of the proposed Total Evaluated

Price (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. Areas to be included are direct expenses (e.g. hourly wages of each position, number of hours per position, any material costs, all equipment costs) and all indirect expenses (e.g. overhead costs, general and administrative costs, profit or fee). Price models 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 2016 or earlier) compatible format.

6.0. Contract Documentation

6.1. Model Contract/Representations and Certifications

22 (of 54)

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 (Price Matrix)

Completed pricing information in the Price Matrix (Attachment C) only of the model contract.

Under no circumstances shall this information and documentation be included elsewhere in the proposal.

6.1.3. Contract Clauses (Section I)

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

6.1.4. Representations, Certifications, and other Statements of Offerors (Section K)

The Offeror shall complete the annual representations and certification electronically via the

System for Award Management (SAM) website at https://www.sam.gov/portal/public/SAM/.

After reviewing the SAM database information, the Offeror verifies by submission of this offer that the representation and certifications currently posted electronically at FAR 52.204-8, Offeror Representations and Certification - Annual Representations and Certifications 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 https://www.sam.gov/portal/public/SAM/

23 (of 54) 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

SOO, SOW, SPEC,

Model Contract, ITO, etc.

Applicable

Page and Paragraph

Numbers

Identify the requirement or portion to which exception is taken

Describe 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 AFSC/PZC, located at Tinker AFB. 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 AFSC/PZC 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.

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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 Model Contract

The offeror shall provide the following as attachments to the model contract:

ATTACHMENT 4 - INSTRUCTIONS TO OFFERORS (ITO)

LIST OF DOCUMENTS, EXHIBITS OR ATTACHMENTS

Form Number Description/File Date No. of Pages Attachment A Performance Work Statement (PWS) 4 Dec 20 133

Attachment B Appendicies

B1 – PWS Appendix 4.1 Acronyms and Abbreviations

4 Nov 20 21

B2 – PWS Appendix 4.2 Applicable Publications

19 Oct 20 1430

B3 - PWS Appendix 4.3 Deliverables List 30 Oct 20 4 B4 - PWS Appendix 4.4 Environmental

Requirements 19 Oct 20 36

B5 - PWS Appendix 4.5 Maps and Facility Drawings

19 Oct 20 11

B6 - PWS Appendix 4.6 Historical Data 19 Oct 20 350 B7 - PWS Appendix 4.7 Government-

Furnished Items 21 Oct 20 155

B8 - PWS Appendix 4.8 SOPs 21 Oct 20 185 B9 - PWS Appendix 4.9 Minimum Team

Compliment (MTC) 11 Dec 20 18

Attachment C Pricing Matrix 9 Dec 20 10

Attachment D Wage Determinations (WD)

D1_Building WD OK49 23 Oct 20 9 D2_Heavy WD OK26 3 Jan 20 6 D3_Highway WD OK15 3 Jan 20 6 D4_Service Contract Act WD2015-5316

Rev12 30 Jun 20 22

Attachment E Collective Bargaining Agreements (CBAs)

E1_CBA_Teamsters 1 Aug 20-31 Jul 23 23 E2_CBA_SSI IAMAW 1 Aug 19-31 Jul 22 43

Attachment F F_DD254_DoD Contract Security Classification Specification

31 Oct 20 4

Attachment G Section L_Instructions to Offerors 21 Dec 20 53

Attachment H Section M_Evaluation 14 Dec 20 18

6.3.6. Base Support Requirements

The Government plans to provide the support listed in Appendix C, Base Support Agreement.

ITO ATTACHMENTS

PAST PERFORMANCE PACKAGE ATTACHMENT

ITO Attachment – 1.1 PAST PERFORMANCE INFORMATION FORM (PPIF)

ITO Attachment – 1.2 PAST AND PRESENT PERFORMANCE QUESTIONNAIRE

ITO Attachment – 1.3 SAMPLE QUESTIONNAIRE COVER LETTER

ITO Attachment – 1.4 SAMPLE CONSENT LETTER

ITO Attachment – 1.5 SAMPLE CLIENT AUTHORIZATION LETTER

ITO Attachment – 2.0 PROPOSED TEAM LIST

ITO ATTACHMENT 1.1

PAST PERFORMANCE INFORMATION FORM

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):

CAGE Code:

DUNS Number:

(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:

5. Original Contract $ Value: (Do not include unexercised options)

6. Current Contract $ Value: (Do not include unexercised options)

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).

1. Program Manager and/or Name:

Site Manager Office:

Address:

Telephone:

Fax Number:

Email:

2. Contracting Officer Name:

Office:

Email:

3. Administrative Name:

Contracting Officer Office:

Email:

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 1.1

Past Performance Information (PPI) for Offerors

Offerors must use the PPI Tool (Use latest version from FBO.gov) in order to electronically submit the PPI portion of the Past Performance Volume in accordance with the RFP.

Downloading the PPI Tool The PPI Tool can be downloaded by performing the following steps (if you are unable to download the Tool, contact the contracting officer for assistance):

1. Access the FedBizOpps (https://www.fbo.gov/) website.

2. Find the solicitation posting.

3. Locate the “ppi tool” link from the “All Files” column on the solicitation’s

“Notice Details” tab .

4. Select the link and save the “ppi tool” to your computer. Name the file as the prime contractor + RFP number + file extension (e.g. XYZCompanyFA861710R6158.accdb).

Note: PPI Tools saved in Microsoft Office versions 2007 and greater will be saved with

“.accdb” file extension.

Entering information in the PPI Tool After selecting and saving the tool, enter information by performing the following steps:

1. Open the saved PPI Tool.

2. Select the “Options” button from the “Security Warning” banner, if applicable

3. The “Security Alert” pop-up screen displays.

https://www.fbo.gov/

Figure 1: Security Alert Pop-up

Note:

• Files saved using Microsoft Office 2010 will have the “Enable Content” button on the

“Security Warning” banner and therefore will not get a Security Alert pop-up.

• If a "read only" file is opened, in order to populate data in the file, click "Save As" in the

"Read-Only" message bar. Enter the filename as the prime contractor + RFP number + file extension (e.g. XYZCompanyFA861710R6158.accdb).

4. Select the radio button “Enable this content” and then click “OK.” A setup pop-up screen displays.

Figure 2: Setup Pop-Up

5. Select the “Start” button. The “Application Setup” screen displays.

Figure 3: Application Setup Screen

Note: Once the Offeror’s Name and RFP Number have been entered they can be edited by selecting the “Edit Offeror And RFP Number” button from the “Contractor’s Menu”

6. Enter the Offeror’s Name and RFP Number and then click the “Next” button. The application setup continues.

Figure 4: Continue the Application Setup

7. Choose the appropriate option by selecting the corresponding radio button and then click the “Next” button.