Attach 4 - Section L.pdf

Intelligence Support Services – Joint III H92402-24-R-0001

Section L – Instructions, Conditions, and Notices to Bidders

L.1 GENERAL PROPOSAL

L.1.1 Each Offeror intending to submit a proposal for this solicitation are required to inform the Contracting Officer via email at marsha.leventry@socom.mil and amy.c.jaskela.civ@socom.mil within ten days of the Request for Proposal (RFP) issuance. This solicitation is released electronically, and all related documents will be made available on SAM.gov alongside the RFP. It is the Offerors’ responsibility to download all necessary documents from SAM.gov, as they will not be distributed through any other channels.

Offerors must regularly check the webpage for any amendments, updates, and/or changes to the solicitation and its supporting documents. The Government holds exclusive responsibility for source selection, and any proprietary information provided in response to the solicitation will be safeguarded against unauthorized disclosure in compliance with Subsection 27 of the Office of Procurement Policy Act (41 U.S.C. 423) as amended, and as stipulated in the Federal Acquisition Regulation (FAR).

All proposals must be unclassified and will be considered Source Selection Sensitive Information as per FAR 3.104.

Proposals will also be regarded as Controlled Unclassified Information (CUI), and Offerors should ensure that their proposals are appropriately marked following the CUI classification guidelines. Classified information will not be accepted and will be returned to the Offeror.

L.1.2 All proposals must be comprehensive, self-contained, and directly address the requirements outlined in this solicitation. Any commitments made within the proposal, including but not limited to the Transition Plan, Management Plan, and Price, will become integral parts of the resultant contract.

Inconsistencies within the proposal, if left unexplained, may raise fundamental concerns about the Offeror’s understanding and ability to perform under the contract. Therefore, such inconsistencies could serve as grounds for rejecting the entire proposal. Statements like “we will comply with the requirements of the contract” or similar declarations are not acceptable to meet the standards set forth in this RFP. Failure to adhere to these instructions may lead to an Offeror’s proposal being excluded from consideration for award.

Additionally, Offerors are required to submit cover page with their proposal identifying the names, position title, email address, and telephone numbers for individuals authorized to conduct negotiations. All proposals shall remain valid for 120 days from the date of submission.

L.1.3 The Government will conduct a thorough virus scan on all electronic files and CDs submitted by the Offerors.

If any submittal fails the virus scan, it will be immediately disqualified and discarded. Please note that disqualified proposals are ineligible for award.

L.1.4 All technical or contractual inquiries related to this procurement, Offerors are required to submit them electronically using RFP Attachment RFP Comment Matrix, to the individuals listed in L.1.1 and below. When sending correspondence, ensure that the subject line includes the solicitation number (H92402-24-R-0001) and what the email is in regard to (i.e. H92402-24-R-0001 / RFP Questions).

The Government is not required to respond to questions after the timeframe outlined in SAM.gov, unless the Contracting Officer determines that the questions would benefit all Offerors. However, Offerors have the flexibility to submit questions to the Contracting Officer at any time. It is important to be aware that questions received after the specified date(s) in the SAM.gov posting may not receive responses before the RFP closing date referenced in Block 9.

Direct discussions between the technical representative and prospective Offerors will not occur unless deemed necessary by the Contracting Officer.

LTC Marsha Leventry marsha.leventry@socom.mil Amy Jaskela amy.c.jaskela.civ@socom.mil mailto:marsha.leventry@socom.mil mailto:amy.c.jaskela.civ@socom.mil

H92402-24-R-0001

L.1.5 Proposal Due Date: Monday, November 4, 2024 at 12:00PM Eastern Standard Time (EST). Failure to meet the due date will be handled in accordance with FAR 52.215-1 Instructions to Offerors – Competitive Acquisitions.

L.1.6 Submission of Proposal to the Government:

L.1.6.1 Hand-Carried

L.1.6.1.1 Offerors must adhere to FAR 52.215-1, which provides instructions for competitive acquisitions. Hand delivery of proposals is both permitted and encouraged. An individual from the Offeror’s or teaming partner’s staff may personally deliver unclassified materials.

However, please note that a messenger service delivering the proposal package on behalf of the Offeror is not considered a hand delivery and will not be accepted. For all hand-carried proposals (including CD ROMs/DVDs), the following steps apply:

1. Written Notice: Offerors must provide email notice to both POCs listed below at least 3 business day before delivery of proposals.

2. Follow-Up Phone Call: Additionally, a follow-up phone call should be made 1 hour prior to arrival to the same POCs.

POC: LTC Marsha Leventry (primary), Telephone: (813) 826-6959 E-Mail: marsha.leventry@socom.mil

Alternate POC: Amy Jaskela Telephone: (813) 826-7334 E-Mail: amy.c.jaskela.civ@socom.mil

L.1.6.2 Mail

L.1.6.2.1 Offerors are required to adhere to FAR 52.215-1, which provides instructions for competitive acquisitions.

If an Offeror chooses to mail the proposal volume(s), they should follow the guidelines below:

• Marking Packages: The packages containing the proposal should be clearly marked as specified below.

These packages should be sent to the address designated for the “outer package.” USPS, FedEx, UPS, DHL will all be accepted.

• Outer Package Marking:

USSOCOM-SOF AT&L-KP

ATTN: Amy Jaskela Solicitation Number: H92402-24-R-0001 Address: 7701 Tampa Point Blvd.

MacDill AFB FL 33621-5323

• Tracking Numbers: It is highly recommended that Offerors provide the Points of Contact (POCs) identified above with tracking numbers for all mailed items. This ensures transparency and facilitates timely handling.

• Classified Material: No classified material should be submitted as part of the proposal.

L.1.6.2.2 Proposal volumes shall be double wrapped and addressed as follows:

The outer package:

USSOCOM-SOF AT&L-KP

ATTN: Amy Jaskela

RE: H92402-24-R-0001

7701 Tampa Point Blvd.

MacDill AFB FL 33621-5323

The inside package marking shall be marked as follows:

USSOCOM-SOF AT&L-KP

ATTN: Amy Jaskela

TO BE OPENED BY ADDRESSEE ONLY

SOURCE SELECTION INFORMATION - SEE FAR 3.104

SOURCE SELECTION SENSITIVE - FOR OFFICIAL USE ONLY

L.1.6.3 Controlled Unclassified Information (CUI) Instructions

L.1.6.3.1 Proposals submitted in response to the solicitation for Intelligence Support Services – Joint III play a crucial role in supporting the USSOCOM enterprise. To ensure proper protection and compliance with USSOCOM requirements, the following guidelines must be followed:

• Classification: All proposal documents must be treated as CUI. This classification ensures the appropriate level of safeguarding. Guidance can be found in DoD I 5200.48, Section 3, Para 3.4 (Pgs. 14-16).

• Privacy Act Language: Each document should include the necessary Privacy Act language to address privacy and data protection requirements.

• Banner Markings:

• The header and footer of every page must prominently display the CUI banner markings.

• These markings should be:

o Capitalized o Size 14 o Bold o Green (for easy identification)

By adhering to these guidelines, you contribute to the security and integrity of the proposal process.

L.1.6.3.2 Each packet of documents must also include the CUI Designation Indicator. This must appear in the lower right footer of the first page. The example below will assist in applying this requirement:

Controlled By: USSOCOM Controlled By: Company Name CUI Category(ies): Procurement and Acquisition Distribution/Dissemination Controls: FEDCON POC: Company POC LAST, FIRST M. (XXX) XXX-XXXX

L.1.7 Proposal Format: Format of the proposal shall be as follows:

a. Submissions shall be on CD ROM/DVD only, no paper copies shall be accepted.

b. Text size shall be no smaller than what is equivalent to Microsoft Word, Times New Roman, 10-point, uncompressed font.

c. A page is defined as, when printed, one 8 ½ x 11-inch paper with printing on one side of the page. Line spacing settings shall be at least one and one-half (1½) line spacing. Margins on all four (4) edges of each page will be at least 1-inch. Pages shall be dated and numbered sequentially by Volume. A cover sheet should be included in each volume, clearly marked as to Volume number, title, solicitation identification, and the Offeror’s name. The cover page, table of contents, and blank pages are excluded from page count.

Company Logos/Emblems are to be on the cover page only, not on each individual page. Offerors are encouraged to divide and cross reference individual topic areas of the Volumes. The use of the USSOCOM logo on proposals is expressly prohibited IAW SOFARS Clause 5652.204-9003 of the solicitation.

d. Each Volume shall contain a table of contents and glossary of all abbreviations and acronyms used with an explanation for each. The table of contents and glossary are not included in the page count.

e. Elaborate format and color representations are not desirable. Any pages that are changed (as the result of Discussions/Final Proposal Revisions) should be noted and have changed information clearly marked. The Offeror shall clearly indicate a summary of changes at the beginning of the volume and clearly indicate on each page the data/information that has been revised via track changes or other acceptable method.

f. Legible tables, charts, graphs, and figures shall be used when necessary to depict organizations, systems and layout, implementation schedules, plans, etc. These displays shall be uncomplicated, legible, and shall not exceed 11 x 17 inches in size. A maximum of six (6) 11 x 17 pages for the Transition Plan/Management Volumes combined will be permitted. 11 x 17 pages shall count as one page towards the page limit count described in Section L.1.8. 11 x 17 pages may only be used for large tables, charts, graphs, diagrams, and schematics, not for additional pages of text. For 11 x 17 pages, tables, charts, graphs and figures, the text shall be no smaller than equivalent to Microsoft Word 8 point, Times New Roman with single spacing permitted. Proposal volumes shall not be supplemented by a package or reference documents.

g. Electronic copies must be provided on CD-ROMs/DVDs, read-only memory. Microsoft Office products, such as Excel, are preferred. Changes, because of negotiations, will be conformed on CD-ROMs/DVDs and have changed information clearly marked by a vertical line in the right margin.

h. Proposal Naming Convention is as follows: Naming Convention: Company Name_Volume 1, Company Name_Volume 2, etc.

L.1.8 Proposal Submission Requirements: The following Volumes will be submitted and evaluated:

Volume 1: Qualifying Criteria Volume 2: Management Volume 3: Transition Volume 4: Past and Present Performance Volume 5: Cost and Price

VOLUME 1 – QUALIFYING CRITERIA

Qualifying Criteria One (1) digital Copy (CD/DVD) in PDF Format. No page limit. Required information found in L.2.

VOLUME 2 – MANAGEMENT

Factor 1 – Management Plan One (1) digital copy (CD/DVD) in PDF Format, Twelve (12) page limit. The Management Volume shall address each element in a clearly marked stand-alone section. Key Personnel (IAW Clause 5652.237-9001) resumes are limited to 2 pages each and are not included the twelve (12) page limit. Information System Security Plans are limited up to 10 pages and are not included in the twelve (12) page limit.

Cover Pages, Table of contents and glossaries are not included in the twelve (12) page limit.

VOLUME 3 – TRANSITION

Factor 2 – Transition Plan One (1) digital copy (CD/DVD) in PDF/Excel Format. Twelve

(12) page limit for the Transition Plan. Cover Pages, Table of contents and glossaries are not included in the twelve (12) page limit.

VOLUME 4 – PAST and PRESENT PERFORMANCE

Factor 3 – Past and Present Performance One (1) digital copy (CD/DVD) in PDF Format. 45-page limit.

Table of contents and Summary Pages, Subcontractor/Teaming Partner Letters of Intent, Organizational Change History, and Consent Letters are not included in the 45-page limit.

VOLUME 5 – COST and PRICE

Factor 4 – Cost and Price One (1) digital copy (CD/DVD) in Excel and PDF Format.

Containing completed Attachment J-3 Pricing Matrix and Price Narrative, no page limit*

*Offerors are encouraged to limit the Price Proposal pages unless the Offeror determines that this limitation would preclude compliance with the price proposal instructions of the RFP.

L.1.9 Incorporation of Proposal Information: Any feature of an Offeror’s proposal may be unilaterally incorporated in the contract in full text or by reference as a contract requirement.

L.1.10 Pre-Award, Post-award Notices and Debriefings. Pre-award, Post-award notices and debriefings will be conducted in accordance with FAR 15.5. The Contracting Officer will notify unsuccessful Offeror in accordance with FAR 15.503(b)(1). Upon such notification, unsuccessful Offeror may request and receive a debriefing in accordance with FAR 15.506(b)(1). Offeror desiring debriefing must make its request in accordance with the requirements of FAR 15.506 as applicable.

L.1.11 Organizational Conflict of Interest (OCI). All actual or potential OCI situations shall be handled in accordance with FAR Subpart 9.5. "Offerors" as used in this solicitation section addressing OCIs shall include all vendors that the company submitting this proposal has entered into a contractor teaming agreement or prime contractor subcontractor relationship to include all members of a Joint Venture agreement supporting its proposal submission for this acquisition.

If the Offeror is currently providing support or anticipates providing support to the Government that presents an actual or potential OCI with the requirements for this acquisition, or, if the Offeror is currently performing or anticipates performing any other work for the Government under any bid or any solicitation relating to the requirements for this IDIQ, the Offeror shall include in its proposal submission: (1) a statement identifying and describing the actual or potential OCI, and (2) a proposed OCI mitigation plan detailing the Offeror’s recommendation for how the potential OCI may be avoided, neutralized and/or mitigated. If the Government determines an OCI cannot be avoided, neutralized, or mitigated, the Offeror may be excluded from consideration for award. OCI information shall be disclosed in the COVER LETTER.

L.2 VOLUME 1 QUALIFYING CRITERIA. If an Offeror does not meet all of the qualifying criteria, it will be deemed to have failed to qualify. As outlined in M.1.6, such Offerors will be removed from the competition and no longer eligible for award. To ensure compliance, Offerors must provide the necessary administrative documentation as specified below.

L.2.1 Contract Forms and Certifications: Include the following data in your Qualifying Criteria section in the format indicated.

a. Section 1 – Proposal cover letter or proposal cover page (include names, office phone and facsimile numbers, if applicable, cell phone numbers, and e-mail addresses for proposal POCs, and any actual or potential OCIs).

b. Section 2 – A conformed contract copy from this RFP with digital signature of an official authorized to contractually bind the Offeror in Block 17 of the SF 33. The Offeror must complete the following sections within the RFP for these criteria:

− Solicitation, Offer and Award (Standard Form 33), Blocks 12-18 − All Section K Representations, Certifications, and Disclosures − All amendments posted to SAM.gov

L.2.2 Facility Clearance. The Offeror or all members of the Joint Venture must have a Final TOP SECRET Facility Clearance as accredited by the Defense Counterintelligence and Security Agency (DCSA) at the time of proposal submittal. The Offeror or one member of a Joint Venture (who will hold the responsibility for safeguarding) must have approved safeguarding at the minimum SECRET level as accredited by DCSA at the time of proposal submittal and shall meet all requirements identified in the attached Department of Defense Contract Security Classification Specification (DD Form 254). (NOTE: the generation of classified information via SIPR will be detailed in Block 13 of the DD Form 254. Block 11c and 11d will be marked as a requirement on the final DD Form 254).

L.2.2.1 Additionally, the Offeror needs to specify what physical address and any applicable SIPR email addresses that can receive SECRET information.

L.2.3 SDVOSB Registration/SBA Mentor-Protégé Program/Joint Venture Agreement. The Prime Offeror must be a Service-Disabled Veteran Owned Small Business (SDVOSB) certified by the SBA and submit evidence of this registration in this Volume. The final decision regarding any offeror’s SDVOSB status shall reside with the Small Business Administration (SBA). If using the SBA Mentor-Protégé Program, the Prime Offeror must submit SBA approval of the Mentor-Protégé Agreement with its proposal. All Joint Ventures must provide a signed copy of their Joint Venture agreement in this volume with proposal submission.

L.2.4 Acceptable Accounting System: The Prime Offeror (to include all members of a Joint Venture) shall provide valid documentation at the time of initial proposal submission from DCMA, DCAA, other Federal Audit Agency, or other information that allows the Contracting Officer to determine that the contractor’s accounting system will permit timely development of all necessary cost data for the cost type CLINs and the negotiation of cost in accordance with the Federal Acquisition Regulations and applicable supplements in order to be considered for award. If valid documentation is outside of the last 5 years from date of the issuance of this RFP, a letter from the Chief Financial Officer must accompany the valid documentation that states the company has not had any material changes to the accounting system since the date of the accounting system adequacy determination.

If the Offeror does not have current documentation regarding an acceptable accounting system prior to proposal submission, the Offeror shall complete Attachment J-4A, SF 1408 Pre-award Survey of Prospective Accounting System Checklist and submit with Offeror’s proposal. A copy of the Offeror’s SF 1408 Pre-award Survey of Prospective Accounting System Checklist with supporting documentation shall be forwarded by the Offeror to the cognizant DCAA and Contracting Officer prior to proposal submission to assist with the request for DCAA to complete the required pre-award accounting system audit. Offerors are cautioned that determination of the acceptability of the accounting system must be accomplished to be eligible for contract award. Therefore, Offerors shall be prepared to support DCAA upon the initiation of the audit.

L.2.5 Cybersecurity Compliance. The Offeror shall have for itself (to include all members of a Joint Venture) a minimum Basic Confidence Level score of 110 in the Supply Risk Performance System (SPRS) NIST SP 800-171 Revision 2 Assessment at time of proposal submission.

L.2.6 Defense Base Act Coverage. The Offerors are required to provide ‘proof’ that they can obtain Defense Base Act (DBA) insurance in suboptimal locations. One method of demonstrating this proof is by obtaining a quote from a DBA insurance provider for the Full-Time Equivalents (FTEs) identified in the Statement of Work (SOW) for operations in Iraq. This quote will showcase the ability to secure coverage despite the challenging conditions of being in a suboptimal location. The prospective locations for this requirement encompass declared theaters of active armed conflict, high Department of State hardship areas, and hazardous duty zones. Specific expected locations will be communicated to potential Offerors within the competitive range.

L.2.7 Line of Credit. The Offeror shall provide adequate certified documentation that demonstrates a combined line of credit or reserved liquid capital of at least 25% of the initial year of proposed costs at the time of initial proposal submission. An approved line of credit on the financial institution’s letterhead, signed by an official authorized to approve the loan, and contingent upon award of the contract shall be sufficient to meet this requirement.

L.3 VOLUME 2 – FACTOR 1 – MANAGEMENT

L.3.1 Element 1: Management Plan. The Offeror shall describe in detail the Program Management Plan (PMP) including leadership and oversight philosophies, tools, techniques, corporate expertise, reach back capabilities, and contract management for each site, provided in the SOW.

L.3.1.1 Additionally, the Offeror shall describe its approach to managing members of a Joint Venture and/or subcontractor relationships and clearly state what support/services the prime (to include members of the JV) is providing versus what subcontractors are providing.

L.3.1.2 The Offeror shall also describe the overall approach for managing different working sites to include personnel appointed to act as site(s) lead/manager(s), who oversee workload completion, and personnel management.

L.3.1.3 The Offeror’s proposal must detail its specific methods for addressing challenges and provide concrete examples of how it will meet the SOW requirements while mitigating potential risk.

L.3.1.4 The Program Management Plan shall include a detailed description of how the Offeror will recruit and retain qualified personnel to maintain at least an 85% fill rate. The PMP shall also address risk mitigation strategies for providing uninterrupted support during personnel absences due to sickness, leave, voluntary or involuntary termination from employment, and/or emergencies such as: labor strikes, surges, natural disasters, disruptive world events, pandemic outbreaks, or terrorist attacks.

L.3.1.5 The Offeror shall describe in detail their processes, procedures, and approach for executing smooth, timely, and cost-effective travel to OCONUS locations, to include infrastructure/procedures to support deployed personnel.

L.3.1.6. The Offeror shall describe their processes, procedures and approach for monitoring and maintaining costs.

L.3.2 Element 2: Key Personnel: The Offeror shall provide their process and corporate commitment for recruiting/retaining Key Personnel.

L.3.2.1. The Offeror is required to provide resumes for Key Personnel identified in the SOW. Each resume shall address the qualifications listed in the Statement of Work and provide a detailed description of the experience as it relates to the responsibilities found in section 4.1, 4.2, and 4.2.1 of the SOW. Resumes are not to exceed 2 pages for each Key Personnel. Resumes do not count towards page limitations for this volume. Offerors shall submit signed letters of commitment for each Key Personnel position. The Letter of Commitment template is included in this RFP as Attachment J-4c and does not count towards page limitations for this volume.

L.3.3 Element 3: System Security Plan: The Offeror shall submit a System Security Plan (SSP) summary developed to satisfy the adequate security requirements of DFARS 252.204-7012. Additionally, the SSP summary must align with NIST Special Publication (SP) 800-171 Revision 2, titled “Protecting Controlled Unclassified Information in Nonfederal Systems and Organizations”. These requirements apply to the Offeror’s unclassified information system(s)/network(s) where covered defense information associated with the execution and performance of this contract is processed, stored, or transmitted.

L.4 VOLUME 3 – FACTOR 2 – TRANSITION

L.4.1 Transition Plan: The Offeror shall demonstrate its capability to execute a smooth and seamless phase-in/transition, leading to the assumption of full operational responsibility within 90 days from performance start. The Offeror shall clearly state what support/services including roles and responsibilities the prime is providing versus what subcontractors are providing during the Transition. In addition, if proposing as a Joint Venture; clearly describe what each party of the Joint Venture is providing in support of the transition plan. Specifically:

L.4.1.1 Workforce Transition: The Offeror shall detail the extent to which the Transition Plan includes recruitment/hiring of employees from the incumbent contractor and/or its subcontractors. The Offeror shall state the percentage of the incumbent workforce it intends to hire as a planning factor. A comprehensive description of how the Offeror plans to execute the transition for its intended incumbent capture is required. Previous corporate experience in accomplishing succession from an incumbent to its own performance should be highlighted. The Offeror must discuss its current capacity (organic workforce) and the ability of present teammates/subcontractors to provide a sufficient number of individual FTEs to meet the requirements. Contingency plans for the insertion of new employees should also be outlined.

L.4.1.2 Event-Driven Timeline: The Offeror’s Transition Plan shall include an event-driven timeline that supports a written narrative. Key milestones by labor category and location must be highlighted. The timeline should demonstrate the capability to execute a phase-in/transition leading to assumption of full operational responsibility for CONUS positions and full-time OCONUS positions within 90 days from the contract period of performance start date. The proposal shall include a minimum of an 85% fill rate metric on the 90th day from performance start.

L.4.1.3 Security, Procedures, and Logistics: The Transition Plan shall identify the Offeror’s ability to meet all security requirements (facility and personnel), procedures, and policies. Risk mitigation techniques, flexibility, and logistics related to moving personnel into both CONUS and OCONUS locations and assuming control of the Government’s requirement for real-time intelligence support to USSOCOM should be addressed.

L.5 VOLUME 4 – FACTOR 3 – PAST and PRESENT PERFORMANCE.

L.5.1. General: The Offeror shall submit a Past and Present Performance Proposal (Volume 4) containing the following:

• Table of Contents

• Summary Page describing the role of the Offeror and each subcontractor, teaming partner, and /or joint venture partner for which the Offeror is required to provide Past and Present Performance Information Sheets in accordance with paragraph L.5.2 below.

• Past and Present Performance Information Sheets (paragraph L.5.2 below).

• Consent Letters executed by each subcontractor, teaming partner, and/or joint venture partner, authorizing release of adverse past performance information (if applicable) so the Offeror can respond to such information.

• Organizational Structure Change History (paragraph L.5.6 below),

• Letters of Intent for proposed subcontractors/teaming partners/joint ventures, and

• Past Performance Questionaries for each effort submitted. (See L. 5.7 below)

L.5.2. Past and Present Performance Information Sheets: The Offeror shall submit information on the contracts considered most recent and relevant in demonstrating its ability to perform the requirements of this solicited effort.

The Offeror shall submit a minimum of three and a maximum of five Past and Present Performance Information Sheets identifying active or completed Government contract/task/delivery orders for each contract they are submitting for themselves. For Joint Ventures, each member of the Joint Venture must submit at least one Past and Present Information Sheet(s). Each subcontractor expected to perform at least 20% of the labor hours under the contract must submit a minimum of one and a maximum of two Past and Present Performance Information Sheets.

Each sheet is limited to five pages per effort.

The Government prefers submission of recent Government contracts that have performance information in the Contract Performance Assessment Rating System (CPARS) but will evaluate all efforts submitted.

Offerors are advised that the Government will use the information provided in this volume as well as information obtained from other sources for the overall evaluation of past and present performance. The Offeror shall provide current POCs for each contract identified. Contact information for each POC shall include both a phone number and email address. NOTE: The Offeror must either provide the above information or affirmatively state that it possesses no relevant, directly related, or similar past performance.

If the Offeror, Joint Venture members, or subcontractor(s) have no recent or relevant past or present performance, the summary page shall identify the party and state it has no past or present performance.

Past and Present Performance Information Sheets for each effort submitted shall include the following information:

• Company/division’s street address, county, and CAGE code

• Government/industry contact points (i.e., Contracting Officers, Government program managers, administrative Contracting officers, etc.) Offeror shall ensure all phone numbers and email addresses are active and working.

• Prime contract #

• Contract title

• Award date

• Total contract value (If an IDIQ contract, provide the ceiling value and current value (awarded tasks/exercised options))

- If submitting information sheets as a sub, the total contract value of the subcontract.

• Contract type (i.e., FFP, CPFF, etc.)

• Period of Performance

• Number of FTEs required

- If submitting information sheets as a sub, the number of FTEs of your subcontract

• Security clearances required

• Place(s) of performance

• Key subcontractors with associated business size/small business category if applicable.

Additionally, each Past and Present Performance Information Sheet shall:

• Provide a narrative of the overall nature of the work performed to include number of FTE, the general scope/objective/nature of work as well as management efforts and how it is relevant to this solicitation based on the nature of the work involved and the extent the work involved was/is similar.

• Identify the Offeror’s role (i.e., prime, 1st tier subcontractor, etc.), and what percent of work was performed.

• Identify what organization the effort was in direct support of (i.e., SOF Communities, Government Agencies, Conventional Forces, Commercial, etc.).

• Explain the recruitment, hiring, and retention plans, processes, successes, etc., to include the average washout rate the Offeror experienced (# of recruits / actual employees hired, retained, etc.).

• Provide a description of how the contract was managed internally and externally utilizing outside organization coordination to include but not limited to o Security clearances, o Travel to OCONUS, DBA Insurance, SPOT, etc and number of FTEs impacted o Place of Performance

L.5.3 Recency: In determining “recency,” the Government defines “recency” as contracts performed, all or in part, during the past three years with at least 6 months of performance within the 3 years from the date of issuance of this solicitation.

L.5.4 Relevancy: For the Prime Offerors, “relevancy” is defined as contracts and/or subcontracts performed that are most similar to this overall effort in terms of the general scope of work, number of FTEs, labor positions, percent of work performed by the prime, management required, training required, subcontracts utilized, and customer supported. The Government will perform an independent analysis in determining the relevancy of a contract based on the data provided and/or obtained and based on the matrix found at L.5.6 below.

For proposed subcontractors/teaming partners/joint ventures, “relevancy” is defined by that which reflects the area of expertise the subcontractor has performed/is performing and is projected to actually perform under this contract, (i.e. specific areas in the SOW/labor categories).

The more the overall effort is similar in the general scope of work to include management, number of FTEs, percent of work performed by the prime and/or sub, and customer supported, the more relevant it becomes.

Prime Offerors shall not submit past performance information sheets on a subcontractor that is not expected to perform on this contract.

Prime Offerors shall include a Letter of Intent, in the Offeror's format, for those subcontractors for which they are submitting past performance information sheets.

The Offeror may submit performance on classified programs if that information can be verified. If the Offeror intends to submit in this manner, the information that is classified (customer, contract number, etc.) should be marked “reserved” and the description/write up of the work performed shall remain unclassified. If the Offeror cannot describe what work was accomplished in an unclassified manner, the Government will not consider that work for evaluation.

L.5.5 When making the relevancy determination the following definitions will be utilized.

Section L, Table 2 Rating Definition

Very Relevant Present/past performance effort involved essentially the same scope and magnitude of effort and complexities this solicitation requires.

Relevant Present/past performance effort involved similar scope and magnitude of effort and complexities this solicitation requires.

Somewhat Relevant Present/past performance effort involved some of the scope and magnitude of effort and complexities this solicitation requires.

Not Relevant Present/past performance effort involved little or none of the scope and magnitude of effort and complexities this solicitation requires.

In applying the ratings described in L.5.5 the Government will utilize the Matrix found at Attachment J-4b: PP Relevancy Matrix.

The more an effort is similar in these areas, the more relevant that effort becomes. No single relevancy criterion is more important than another when determining relevancy of a Prime Offeror effort, but rather all criterions are considered holistically in order to subjectively assess one overall Confidence Rating as described in Section M.5.2.

L.5.6 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 present or past efforts or between 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. In order to facilitate this relevancy determination, include in this proposal volume a "roadmap" describing all such changes in the organization of your company to include changes in CAGE code and DUNS. As part of this explanation, show how these changes impact the relevance of any efforts identified for the past performance evaluation/performance confidence assessment. Since the Government intends to consider present and past performance information provided by other sources as well as that provided by the Offeror, your "roadmap" should be both specifically applicable to the efforts submitted in this volume and general enough to apply to efforts on which the Government receives information from other sources.

L.5.7 Past Performance Questionnaires. The Past Performance Volume includes the Past Performance Questionnaires (PPQs) which must be completed and returned directly to the Government from the appropriate POC listed in the Information Sheet. The pages of each questionnaire do not count in the overall page limit for this Volume. The Offeror should send out the Past Performance Questionnaire (See Section J, Attachment 6 for the questionnaire format) to personnel with cognizance and firsthand knowledge of contract performance for each of the relevant contracts identified. Suggested personnel are the Program Manager and Contracting Officer. The responsibility to send out the Past Performance Questionnaires rests solely with the Offeror. It shall not be delegated to any subcontractors, team contractors, and/or joint venture partners. The completed PPQs should be returned to the Government points of contact listed in Section L.1.4.

L.6 VOLUME 5 – FACTOR 4 – COST and PRICE

L.6.1 Overview: This solicitation is for a hybrid Cost-Plus-Fixed-Fee (CPFF) and Cost Reimbursement (CR) Indefinite Delivery/Indefinite Quantity (ID/IQ) contract for services and the necessary travel and Other Direct Costs (ODCs) to support those services.

The Offeror’s Price Volume shall include:

1. Written Price Narrative (Basis of Estimate)

2. Completed copy of Attachment J-3 – Pricing Template

The PRIME OFFEROR (to include all members of a JOINT VENTURE) AND proposed SUBCONTRACTOR(S) shall complete the Pricing Template found within Solicitation Attachment J-3 in its entirety. If any Prime Offeror or any of its respective subcontractors do not provide a completed Pricing Template (Solicitation Attachment J-3) and a cost narrative, inclusive of the requirements set forth below, the entire prime proposal may be considered nonresponsive and ineligible for award.

Period of Performance: The overall contract ordering period will be for ten (10) years consisting of a five (5) year base ordering period and a five (5) year Option Ordering Period. Each task order under the ordering period will be funded with O&M, and each task order will have a one (1) year Period of Performance. OFFERORS SHOULD NOTE: The awarded rates will be incorporated into the base IDIQ as provisional rates via Attachment 3.

The provisional rates will be utilized by the government when establishing future task orders. Certified cost and pricing data is not expected for the initial year due to expected competition. However, subsequent task orders under a single-award IDIQ may be subject to certified cost and pricing data in accordance with FAR 15.403-4.

Cost and Price information shall only be addressed within this volume and shall not be addressed in any other portion of an Offeror’s proposal. Cost and Price Volume does not have a page limit.

L.6.2 Written Price Narrative: The Offeror shall submit a written narrative which details the basis of estimate for the Offeror’s approach for the full ten years of contract performance. The narrative shall provide a detailed explanation of the proposed cost and price and shall include, at a minimum, the following components:

L.6.2.1 Cover Page: The cover page shall include the Offeror’s Unique Entity Identifier (UEI) and TIN/EIN number and the Name and UEI number of any subcontractors anticipated to work under the task order

L.6.2.2 Subcontractor Cost Analysis: The Prime Offeror shall identify all proposed subcontractors and the contract type the Offeror has with each subcontractor in its Written Price Narrative. IAW FAR 15.404-3(b), the prime contractor or subcontractor shall: (1) Conduct appropriate cost or price analyses to establish the reasonableness of proposed subcontract costs/prices; and (2) Include the results of these analyses in the cost proposal. If the Offeror or subcontractor relied upon its approved purchasing system to establish its subcontracts, it shall state so and provide documentation of its approved purchasing system (including date of approval) within its Written Price Narrative.

Reference FAR 15.404-3: If the Offeror is unable to obtain the required documentation from its subcontractors to conduct the appropriate cost or price analysis as required, the subcontractor shall provide the information directly to the Government following the submission instructions of this RFP. However, the Offeror and its subcontractor in this scenario shall provide the rationale detailing exactly why the Offeror is unable to conduct the price or cost analysis required by FAR 15.404-3 in its Written Price Narrative. For example, if a price/cost analysis is required for a subcontractor, that analysis requires a breakout of the individual cost elements to a prime, and a subcontractor is unable to provide its proprietary data to the Offeror, the Offeror may then do a total price analysis IAW FAR 15.404-1(b) and the subcontractor shall submit its proprietary cost breakout directly to the Government.

Subcontractors will provide a completed Pricing Template and Cost Volume in the same level of detail as the Prime Offeror noted below. In addition, within Attachment J-3 Pricing Template, Tab “Subcontractor Rate Buildup”, subcontractors complete this tab to support their proposed fully burdened labor rate. This documentation will assist in validating the fully burdened labor rates and subcontractor costs proposed by the Prime Offeror.

L.6.2.3 Direct Labor Rates Support: The Offeror shall provide an explanation of the methodology used to develop the direct labor rates proposed in Attachment J-3 – Price Template, Tab “Rate Table – Prime Unburdened”. In support of the proposed Direct Labor Rates, the Offeror and its subcontractor(s) shall provide supporting documentation to include at least one of the below forms (a, b, c, and/or d).

a. Forward Pricing Rate Agreements (FPRAs) or Forward Pricing Rate Recommendations (FPRRs) from Defense Contract Audit Agency (DCAA) or Defense Contract Management Agency (DCMA) or DCAA/DCMA-approved Compensation Rate Tables mapped to the proposed Labor Categories

b. Letter(s) of Intent (LOIs), which include, at a minimum, the following:

o Position;

o Annual salary;

o Submitted on Offeror’s or subcontractor’s letterhead;

o Signed by the employer and prospective employee; and a statement that the LOI is for RFP

H92402-24-R-0001

c. Current payroll records and/or paystubs (from within 60 days of Solicitation close date) showing Rate of Pay and referenced to the Labor Category in the Proposal.

d. Salary Survey data, which shall include, at a minimum, the following:

o Source of data;

o Job title and description;

o Years/level of experience applicable to the selected salary amount;

o Geographic location; and o Range of salary amounts with reference to applicability of amounts

NOTE: The Government has provided GS equivalency rates as a minimum floor for each labor category (LCATs).

Any LCAT proposed below the Government determined GS floor shall provide supporting documentation on how the LCATS will be adequately staffed at the lower annual salaries and why the Government should not consider this a risk to contract performance. Offerors are cautioned, the Government may adjust salaries that are deemed to be unrealistically low without adequate documentation to arrive at the Government’s Most Probable Cost (MPC).

L.6.2.4 Indirect Rates: The Offeror shall propose and apply Indirect Rates for ten (10) years of the period of performance. The Offeror, inclusive of all parties of a joint venture, and subcontractors shall provide four years of historical actual and budgetary data for the full period of performance pools and bases indicated in Attachment J-3 Pricing Template, Tabs “Indirect Rates”, “Fringe Rate”, “OH Rate”, “G&A”, and “M&H”. Offeror/subcontractors may add additional tabs to account for any other indirect rates required.

NOTE: The Offeror shall describe all indirect rates applied to all CLINs, as applicable. All documents provided in support of the proposed indirect rates shall be referenced and explained within the price narrative. This explanation shall include a mapping for all proposed rates to the applicable supporting documentation and how the proposed rate was developed.

L.6.2.4 Escalation Rates: The Offeror shall submit an explanation of the methodology used to develop any applicable escalation or de-escalation rates applied to the out-year pricing for all LCAT rates proposed. In addition, the Offeror/subcontractors shall provide historical documentation to support the escalation claim.

L.6.3 Pricing Template: The Offeror and subcontractors shall complete Attachment J-3 – Pricing Template. The Pricing Template shall be utilized to populate the Task Orders tabs (1-5).

L.6.3.1. Task Orders 1-5: The Offeror shall propose a total price for each awardable Task order (1 – 5), and Contract Line-Item Number (CLIN) by completing =Attachment J-3 Pricing Template. Offerors shall not re-format or remove cells from the spreadsheet. Submission of the pricing data shall be complete and accurate.

L.6.3.2. Travel & Other Direct Costs: The Government has high confidence in providing “Plug” values for certain aspects of this requirement (Travel and ODCs (i.e., OCONUS uplifts and DBA) due to the maturity of the program and robust historical data. Therefore, Offerors shall utilize the Government-provided plug numbers for ODC and Travel and apply their indirect rates (i.e., overhead, G&A, etc.) in accordance with their disclosed accounting practices. Fee proposed on Travel and ODC is not allowed.

L.6.4 Total Evaluated Price (TEP): The Offeror shall propose its TEP by completing Attachment J-3: Pricing Template. The TEP includes 10 years of performance of labor, and the Government provided plugs of Travel and ODCs plus applicable indirects and fee. Attachment J-3, Tab" TEP – Task Order” and “TEP by Year” will self-populate, no input is required by the Offeror.

L.6.5 SOFARS 5652.215-9010: The Contracting Officer has determined there is a high probability of adequate price competition on this acquisition. Upon examination of the initial proposals, the Contracting Officer will review this determination and if in the Contracting Officer’s opinion, adequate prices competition exists no additional cost information will be requested and certification under FAR 15.406-2 will not be required. However, if at any time during this acquisition the Contracting Officer determines that adequate price competition no longer exists; Offerors may be required to submit information to the extent necessary for the Contracting Officer to determine the reasonableness of price. Additionally, all information related to pricing shall be included in the section of the proposal defined as “Volume 5 – Cost and Price”. UNDER NO CIRCUMSTANCES should pricing data be included elsewhere in the proposal. **Offeror shall ensure all calculations leading to the TEP have been properly calculated. **