Attachment 005 - Sections L.docx

L.1.0 FAIR OPPORTUNITY PROCESS

L.1.1 GENERAL INSTRUCTIONS TO OFFERORS This is an acquisition for a 100% small business set aside award as a RFO FAR Part 16.202 firm fixed price contract. Per RFO FAR Part 15.203, the Government intends to evaluate proposals and make award without negotiation. The goal of source selection is to select the proposal that represents the best value to the Government. To obtain best value, the Government intends to use RFO FAR Part 15.103-1 Tradeoff approach.

L.1.2 Offerors are strongly encouraged to submit their best solution and price in response to this notice. Offerors are cautioned not to include assumptions, caveats, or exceptions within any part of the submission, as this may detract from an Offeror’s chance of being determined best suited.

L.1.3 Inconsistencies. Any inconsistency, whether real or apparent, between the Offeror’s non-price factors and price proposal must be clearly explained in the price proposal. Inconsistencies between the non-price factors and price proposals that raise questions about the terms of any resulting contract may be considered as flaws in an Offeror’s non-price factor(s). For example, if unique or innovative approaches are the basis for an apparently inconsistently priced proposal, the nature of these approaches and their impact on price must be completely documented. It is the responsibility of the Offeror to provide all required documentation.

L.2.0 FORMAL COMMUNICATIONS, AND SUBMISSIONS

L.2.1 All inquiries, questions, and requests for clarification concerning this Request for Proposal (RFP) must be submitted using Attachment 009 "Questions Template" and emailed to usarmy.orlando.cpe-st3.mbx.trioss-ii@army.mil no later than 15 October 2026 at 11:00 AM EST.

To streamline the solicitation and review process, each Offeror (Company, Teams, or JV) is limited to submitting no more than five (5) questions. Multipart questions will not be answered. Offerors must complete the template in its entirety, clearly identifying the specific solicitation section, paragraph, and page number to which each question pertains. Questions submitted without complete location references or submitted in an alternative format may not be answered. The Government will publish formal responses via an amendment to the solicitation.

Offerors are instructed to use the following email subject line format: TRIOSS II Questions [Offeror’s Company Name]

L.2.2 Proposal Submission Instructions.

a) PROPOSALS ARE DUE NO LATER THAN, 9 November 2026 09:00 AM EDT and shall be valid for 120 days.

b) Proposals must be submitted via the DoD SAFE website (https://safe.apps.mil/). To request a required drop-off link, the Offeror must email their intent to submit a proposal to usarmy.orlando.cpe-st3.mbx.trioss-ii@army.mil. The email request must include the following information:

· Offeror's Company Name

· Point of Contact (POC) Name

· POC Email Address Upon receipt, the Government will generate a DoD SAFE drop-off request. Please note that this link is only valid for 14 days from the date of creation. If you need a new link, a new request will be required.

c) The Government will not be responsible for any technical issues or delays associated with the Offeror’s failure to submit the required information within the date/time specified herein and in any amendments.

d) When the Government receives the proposal, the Contract Specialist will send confirmation of receipt. NOTE: Confirmation of receipt of submission by the Government does not mean that the Offeror’s proposal submission is compliant with this solicitation. The Government will inform an Offeror if its proposal is noncompliant IAW the solicitation instructions after the Government runs its compliancy checks once all proposals have been received. If the proposal is found non-compliant and other proposals are in compliancy, then the non-compliant proposal shall not be considered.

e) The Offeror's proposal must include all data and information requested and must be submitted in accordance with these instructions.

f) The Government will not reimburse Offerors for any costs incurred for the preparation and/or submission of a proposal for this solicitation.

g) All proposal information is subject to verification by the Government. Falsification of any proposal submission documents, or statements may subject the Offeror to civil or criminal prosecution under 18 United States Code (U.S.C.) 1001.

h) All information pertaining to a particular proposal volume shall be confined to that volume (pricing information shall not be included in any volume other than Volume III) with the exception of information, if required, in the Factor 1 Program Management Plan. The Government is not obligated to, and will not, search other volumes for a missing file or missing information.

i) Classified information is not required in the Offeror’s proposal, or any response to this solicitation request, nor shall it be submitted.

j) Noncompliance (to include exceptions or assumptions listed within proposal) with these instructions, to include naming conventions, and page counts, may result in rejection of the proposal IAW M.2 and related subsections.

k) In regards to the presenting material in the proposals, Offerors shall be specific, detailed and complete as to clearly and convincingly demonstrate that the Offeror has a thorough understanding of the requirements and associated risks, and is able, willing, competent to devote the resources necessary to meet the requirements and has valid and practical solutions for all requirements. The responsibility for providing a thorough, persuasive response to the solicitation instructions/evaluation criteria falls on the Offeror.

l) 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 or exceed the requirements. Paraphrasing the PWS or parts thereof is inadequate. Mere reiteration of the requirement or standard reference material is discouraged and may render the Offeror’s less favorable in the final ratings. It is the Offeror’s responsibility to present enough information to be meaningfully evaluated without negotiations.

m) Proposal data shall not be incorporated into the proposal by referring to another proposal or other source. Any references to sources not provided with an Offeror’s proposal will not be considered.

FAILURE TO PROVIDE THE DOCUMENTATION IN EXACTLY THE MANNER (TIMELINESS AND FORMAT) SPECIFIED IN THE SOLICITATION MAY CONSTITUTE A BASIS FOR THE GOVERNMENT TO REJECT A PROPOSAL AS NON-COMPLIANT AND THEREFORE UNACCEPTABLE, AT THE SOLE DISCRETION OF THE CONTRACTING OFFICER.

n) In the event the Offeror encounters an issue on transmitting the proposal the Offeror shall immediately send an email to usarmy.orlando.cpe-st3.mbx.trioss-ii@army.mil and also copy the Contracting Specialist (Joshua Brown at joshua.g.brown30.civ@army.mil) prior to the proposal submission deadline. The Government will not be held liable if the Offeror fails to reach a Government POC. Just sending an incomplete proposal via email does not satisfy this requirement nor does it absolve the contractor from responsibility to ensure its submission(s) are timely. Due to the time restrictions placed on this requirement, Offeror’s requests for extensions to the Government submission timelines will not be granted.

L.2.2.3 Proposal File Format.

a. No paper version shall be submitted; any paper media submitted will not be evaluated.

b. File naming shall NOT include special characters (e.g. ~, #, %, &, *, {, }, \, :, , ?, /, +, |, and ”) shall be 40 characters or less and use “_” instead of spaces when possible; abbreviations are permissible within file names.

c. Offeror’s shall utilize the following Volume/Factor rubric when naming its files:

· Volume I: Factor 1 – Program Management

· Volume II: Factor 2 – Past Performance

· Volume III: Factor 3 - Total Proposed Price (TEP)

· Volume IV: General

d. The Offeror shall utilize the following file naming convention when submitting documents:

OfferorName_VOLUME_X_FileName_ORIGINAL

e. In the event that the Government requests revisions, in whole or in part, to the Offeror’s proposal submission, the Offeror shall submit using the following convention:

OfferorName_VOLUME_X_FileName_REVISION#

g. It is the sole responsibility of the Offeror to ensure the electronic files submitted are virus-free and can be opened and read by the Government.

L.2.2.4 Proposal File Instructions.

a. General requirements:

· All files shall be clearly titled to represent the specific portion of the Offeror’s Volume, as identified in the Volume’s Table of Contents.

· Each page shall include the Offeror’s name, proposal Volume number, file name, date, solicitation number (and amendment, if applicable), and “SOURCE SELECTION INFORMATION -- SEE FAR 2.101 AND 3.104” in the header and/or footer.

· Files shall not be locked, encrypted, or otherwise contain barriers to opening. • Compressed files (e.g. *.zip) and executable files (e.g. *.bat, *.exe, *.jar, *.vb, *.wsf) will NOT be accepted.

· Offerors shall submit proposals that are clear, concise, and readily readable. To ensure accurate analysis by automated evaluation tools and maintain the integrity of the source selection process.

· Visible Text Only: All proposal content must be presented as visible text. The inclusion of any concealed text is strictly prohibited. Concealed text includes but is not limited to:

Micro-text (text with a font size below 8pt);

White text on a white background;

Text utilizing colors that render it indistinguishable from the background;

Text hidden within images or graphics.

· Arial font is required with 12-point minimum font size. (EXCEPTIONS: headers/footers with administrative information. Tables, screenshots, illustrations, and/or images have no font/font size restrictions but must be legible, and able to be seen during presentation.)

· Formatting Consistency: All text must apply uniform formatting throughout the proposal. Variations in font size, color, or style that the Government deems manipulate or obscures the readability of content are prohibited.

· Compliance Verification: The Government may conduct technical verification to ensure compliance with these requirements. Proposals found to contain concealed or manipulated text may considered non-compliant and may be rejected.

b. Adobe Acrobat (pdf) files shall be able to be searched for text and shall allow for the Government to copy and paste from the proposal. The Government will not accept scanned documents in lieu of this requirement and will not invoke the text recognition feature within Adobe Acrobat.

c. Microsoft (MS) Excel files shall:

· be compatible with Microsoft Office 365.

· be editable and executable by the Government and shall clearly show the calculations and formulas used in each cell.

· NOT include hidden formulas or protected cells; shall show the formulas used to calculate the rates/factors for each entry and shall not be included as an un-executable, un-editable, or flat file such as an embedded picture (Enhanced Metafile).

· Mathematical explanations shall be provided for any embedded macro/extended formula utilized, clearly describing the functioning of the macro or extended formula.

d. Microsoft PowerPoint files shall:

· Be compatible with Microsoft Office 365.

· Have the text and tables presented in each slide legible and clearly visible to the audience and in accordance with the font, minimum sizes and other limitations set forth in this section.

L.2.2.5 PROPOSAL STRUCTURE.

The following Proposal Structure Table is to assist the offeror organize the proposal submission documents to ensure the Government can easily identify which documents apply to which criteria for evaluation purposes. Offerors must adhere to the Volume Numbers, Titles, Format and/or Templates, and Page Limitations (if any) provided in the Proposal Structure Table, any deviation will result in proposal rejection IAW section M. A title page or title slide is permitted and will not count towards the total page count.

Volume I: Factor 1 Program Management Plan.

PowerPoint Slide Presentation for Oral Presentation (1 file submission)

Volume I Presentation shall not exceed 20 Slides (presentation must be delivered with proposal by due date in electronic file format)

Volume II: Factor 2 Past Performance

(1 file submission)

Volume II Presentation shall not exceed 5 Slides (presentation must be delivered with proposal by due date in electronic file format)

Volume III: Factor 3 Total Evaluated Proposed Price (TEP)

Part Two (Narrative): Price Narratives including Basis of Estimate for all proposed prices. To include (Audit Info): Defense Contract Audit Agency (DCAA) and Defense Contract Management Agency (DCMA) Information.

No Page Limit

Volume IV: General

L.3.4 Signed SF33 L.3.4 Completed Clauses 2 Page Limit

No Page Limit No Page Limit

L.3.0 PROPOSAL CONTENT

L.3.1 Volume I: Factor 1 - Program Management L.3.1.1 Factor 1 – Program Management Plan In accordance with RFO FAR 15.107, oral presentation slide deck shall be submitted by each Offeror. Each Offeror shall present no more than the designated 45 minutes for the Program Management presentation.

Oral presentations shall be held at ACC-APG-OCD 3100 Technology Pkwy, Orlando, Florida 32826 or an adjacent Partnership Building’s conference room and start within 7 business days subsequent to the proposal submission deadline, the Government will provide the Offerors of their allotted date/time for the oral presentations three days after final submission date. Presentations are currently projected to be held between 16 November 2026 and 24 November 2026, depending on the quantity of proposals, the dates can vary.

All Offerors that submit a proposal that is found to be compliant and timely submitted, shall participate in the oral presentations. All presentations must clearly and convincingly demonstrate that the Offeror has a thorough understanding of the requirements and associated risks and is able, willing, and competent to devote the resources necessary to meet all requirements. The Government is not responsible for, nor will the Government pay any portion of the costs associated with Offerors’ personnel attendance for the oral presentations. The total number of participants for each Offeror during the oral presentations shall be limited to five team members. Identification of all attendees, along with their company name and position, attending the oral presentation should be identified to the Government points of contact (POCs) via email, detailed in L.2.2, by the proposal due date. The Contracting Officer will determine the order in which the Offerors will make their presentations after receipt of all proposals. The Contracting Officer will notify Offerors of the scheduled date and precise location of their presentation via email 3 days after the closing date for proposals submission. All oral presentations will be performed in person and recorded for Government use during the solicitation evaluation. The Government reserves the right to reschedule any Offeror’s presentation at the discretion of the Contracting Officer.

To be eligible for evaluation, slides must be submitted by the proposal due date. All speaker notes shall be removed from oral presentation slides, as they will not be considered part of the proposal submission. Only the presentation that was received at time of proposal due date will be used. There will be no substitution/amendments of slides or presentations after that date.

Offerors are advised that there shall be NO embedding of documents or hyperlinks incorporated in the PowerPoint presentations slides or “Pricing” workbooks.

The Offeror shall provide a 20-page (max) PowerPoint slide presentation and shall present that information no more than the designated 45 minutes. The Offeror shall provide the following information:

During the Oral Presentation, the Offeror must clearly and comprehensively address the following elements under Factor I – Program Management Plan:

1. Phase-In Plan: The offeror shall present its detailed plan for the 90-day phase-in period, as required by PWS Section 3.18.2. The presentation must describe the methodology, schedule, and key milestones to assume full operational capability with zero degradation of service.

2. Workforce Management & Staffing: The Offeror shall present its strategy to provide, manage, and maintain a highly qualified workforce across all geographically dispersed sites listed in PWS 3.0.4. The presentation must detail:

· MMSB Day-1 Readiness: The plan to recruit, onboard, and deploy personnel to achieve the complete staffing of the Minimum Mandatory Staffing Baseline (MMSB) of 110 FTEs (PWS 3.0.4) by the conclusion of the 90-day phase-in period.

· Vacancy Mitigation Strategy: The recruiting and retention pipelines to rapidly restore the MMSB when any vacancy occurrence to ensure uninterrupted mission support.

· Qualifications & Certifications: Procedures to verify, obtain, and track compliance with the qualification and certification requirements outlined in PWS Section 3.19 and Appendix A prior to performing on-site work.

· Notification Process: The process to ensure immediate vacancy notifications are delivered to the KO and COR in accordance with Section H.1.2 and PWS 3.0.6..

3. Program Health and Quality Tracking: The Offeror shall present its metrics, Quality Control Plan (QCP), and management processes and tools used to track, assess, and report program health and performance. The presentation must detail the specific process for compiling and submitting the Monthly Staffing Report (MSR) with the monthly invoice in accordance with Section H.1.5.

4. Employee Issue Resolution: The Offeror shall present its procedures to promptly and effectively handle employee problems, grievances, or misconduct at any performance location. The presentation must demonstrate how the Offeror will enforce Army policies, specifically the SHARP program (PWS 3.13.6), and adhere to the immediate reporting requirements for adverse actions (PWS 3.16.2).

5. Continuity of Operations and Personnel Absences: The Offeror shall present its risk-mitigation strategy for covering single or multiple Short-Term Absences at any performance site. The approach must demonstrate how the Offeror will maintain continuous training throughput without interruption to the mission (PWS 3.0.8.2).

The Offeror’s presenter(s) shall provide a comprehensive and feasible Program Management Plan to satisfy the Elements identified above. The presentation shall clearly and convincingly address how the Contractor’s approach will ensure that TRIOSS II Program will be supported under the contract to meet or exceed the PWS requirements and how the approach will mitigate risks to the performance of the MMSB, PWS Section 3.0.4.

If utilizing a subcontractor(s) to perform any of the elements, or subsets of the elements above, the Offeror shall detail how the Prime/subcontractor(s) relationship(s) will be structured as to minimize performance risk to the TRIOSS II program.

L.3.2 Volume II: Factor 2 - Past Performance L.3.2.1 Factor 2 – Past Performance The Offeror shall provide a 5-page (maximum) PowerPoint presentation and shall present this information during the last 15 minutes of a one-hour oral presentation. This presentation will serve as the Offeror's Oral Presentation on Past Performance.

The content shall describe the Offeror's recent and relevant experience (including contract numbers and identifying the Agencies worked with) with requirements of a similar size, scope, and complexity to the TRIOSS II program. To be considered recent and relevant, the presented past performance must meet the following criteria:

· Recency: All presented experience must have been performed within the last three (3) years from the date of solicitation release.

· Quantity and Role: The Offeror must present a minimum of three (3) distinct past performance examples. Furthermore, the Offeror must demonstrate that they served as the Prime Contractor on at least two (2) of the three (3) presented examples.

To demonstrate Relevance, the Offeror shall specifically highlight within their examples how their experience aligns with the TRIOSS II program requirements, focusing on:

· Providing medical training and instruction services.

· Managing geographically dispersed teams, including CONUS locations.

· Supporting DoD or other government medical communities.

· Successfully managing Firm-Fixed-Price (FFP) contracts with mandatory staffing requirements.

To demonstrate Quality, the Offeror shall provide evidence of success in executing these contracts. The Offeror shall highlight their proven capability to deliver services of a similar size, scope, and complexity, placing particular emphasis on their ability to consistently meet and maintain mandatory staffing baselines in an FFP environment without degradation of service quality or schedule delays.

Offerors without a record of relevant past performance (as defined above) for the prime contractor, any proposed joint venture partners, or any major subcontractors shall not submit past performance examples. Instead, the Offeror shall submit an affirmative statement on a single PowerPoint slide stating that, 'The Offeror has no relevant past performance.' This slide will constitute the entirety of the Volume II submission for that Offeror.

L.3.3 Volume III - Total Evaluated Proposed Price (TEP) L.3.3.1 General Information. Offerors shall submit a complete and comprehensive Cost/Price Proposal as Volume III of their proposal submission. The Cost/Price Proposal must demonstrate a clear understanding of the solicitation requirements, establish cost reasonableness and realism, and correlate directly with the Offeror’s Technical Volume, Program Management Plan, and Staffing Approach.

The price volume preparation instructions set forth herein are applicable to the Prime Offeror and any proposed Subcontractors. For price volume purposes only, Joint Venture Partners, lnter-divisional, and Intra-Company effort must be considered "Subcontractor" effort. The Prime Offeror must provide its reimbursement agreement with any joint venture partners.

L.3.3.2 Table of Contents. The Offeror must provide a table of contents showing each file submitted as part of the Price Volume with a short description of the contents of the file.

L.3.3.3 Volume Structure: The Price Factor volume includes two parts:

· Part One – TRIOSS Pricing Workbook - Attachment 0003 - Excel

· Part Two – Cost Narrative – Word or PDF

L.3.3.4 Submission Format:

· Cost/Price Workbook (Attachment 3): The Offeror shall complete and submit the Government-provided Microsoft Excel workbook titled Attachment 3: Cost/Price Proposal Workbook. All formulas, calculations, mathematical relationships, and internal links must be fully intact, visible, and unlocked. Workbooks containing values overwritten with hard-coded numbers (where formulas should calculate totals), hidden cells, locked rows/columns, or external links to unprovided workbooks will be considered non-compliant and may be removed from evaluation.

· Cost Narrative (Volume III Text): The Offeror shall submit an accompanying narrative in Microsoft Word or searchable Adobe PDF format. The narrative shall detail the basis of estimate (BOE), methodology, estimating rationale, compliance certifications, and supporting documentation for all proposed labor rates, indirect pools, and fee/profit. It shall also include Defense Contract Audit Agency (DCAA) and Defense Contract Management Agency (DCMA) Information.

L.3.3.5 Standardization of Hours: All pricing for full-time equivalents (FTEs) under the Mandatory Minimum Staffing Baseline (MMSB) and proposed "Above and Beyond" labor positions shall be based strictly on 1,992 productive work hours per FTE per 12-month period of performance (calculated based on an 8-hour workday, 5 days per week, minus 11 recognized Federal holidays and applicable site work schedules).

L.3.3.6 Rounding: All direct and fully burdened hourly rates shall be rounded to two (2) decimal places (e.g., $34.52). Total extended prices per line item, CLIN totals, and period subtotals shall be rounded to the nearest whole U.S. dollar.

L.3.3.7 Independent Pricing: The Government will not reimburse any offeror for costs incurred in preparing and submitting a proposal in response to this solicitation.

L.3.3.8 Contract Type and Period of Performance

· Contract Type: The Government contemplates the award of a single-award contract resulting from this solicitation. The contract will be structured as a Firm-Fixed-Price (FFP) contract for core instructor/operator and program management services, with a Cost-Reimbursement (No-Fee) Contract Line-Item Number (CLIN) for mission-required, Government-directed travel.

· Period of Performance: The contract period of performance consists of one (1) 12-month Base Year and four (4) consecutive 12-month Option Years, scheduled as follows:

Base Year (Year 1): 1 March 2027 through 28 February 2028 Option Year 1 (Year 2): 1 March 2028 through 28 February 2029 Option Year 2 (Year 3): 1 March 2029 through 28 February 2030 Option Year 3 (Year 4): 1 March 2030 through 28 February 2031 Option Year 4 (Year 5): 1 March 2031 through 29 February 2032

L.3.3.9 CLIN Structure and Pricing Instructions Offerors shall propose pricing across the following CLIN structure for the Base Year and all four Option Years:

CLIN 0001 (1001, 2001, 3001, 4001 and 5001) (FFP) – TRIOSS II Services:

This CLIN captures all firm-fixed-price operational capabilities required to execute the TRIOSS II Performance Work Statement (PWS).

· Pricing for this CLIN must encompass:

· Direct labor costs for the Mandatory Minimum Staffing Baseline (MMSB) of 110 FTEs across 25 locations;

· Direct labor costs, if any proposed, for "Above and Beyond" MMSB labor positions (e.g., Program Manager, Site Leads, Quality Control Specialists, Credentialing & Training Coordinators, Administrative Support). It is up to each offeror to determine their approach on how to manage all locations and to explain how it will work. If planning to use personnel on the MMSB as leads or manager’s then this must be explained and must be also negotiated in the CBAs so such locations.

· All statutory and employer fringe benefits;

· All allocable indirect expenses (Overhead, Subcontract Handling, General & Administrative [G&A]);

· Contractor Profit / Fee;

· DBA Insurance

· All non-labor direct costs (training, certifications, recertification records, and other items) required by the PWS.

L.3.3.10 CLIN 0002 (1002, 2002, 3002, 4002 and 5002) (Cost) Travel / Temporary Duty (TDY):

· This CLIN covers mission-related, pre-approved and only directed by the Government for travel outside the routine daily commute or routine site operations IAW PWS Paragraph 3.7.

· Government Plug Number: The Government has established a non-negotiable plug amount of $12,000 per year.

· MANDATORY INSTRUCTION: Offerors shall not modify, adjust, or alter the $12,000.00 plug number. The Government plug number must be inserted directly into the designated cell on each yearly pricing tab. Proposals that alter the travel plug amount will be considered materially non-compliant.

L.3.3.11 Mandatory Minimum Staffing Baseline (MMSB)

In accordance with PWS Paragraph 3.0.4, the contractor is required to maintain 100% operational readiness by staffing the Mandatory Minimum Staffing Baseline of 110 FTEs across 25 performance sites. In their pricing workbook, Offerors shall propose Fully Burdened Labor Rates (FBLRs) for each of the individual site-labor combinations established in PWS Section 3.0.4.

L.3.3.12 "Above and Beyond" MMSB Labor (Management and Support)

· Scope of Additional Labor: The Offeror must propose, within CLIN X001 (FFP), all necessary management, operational oversight, supervisory, quality control, training/credentialing maintenance, and administrative support personnel required to successfully perform the PWS requirements.

· Technical Alignment: These positions are designated as "Above and Beyond" MMSB labor and must be clearly detailed in Part 2 of each yearly tab in the pricing workbook. The Offeror’s proposed labor mix, labor categories, proposed FTE count, and total annual hours must reflect 100% consistency with the Offeror’s Management Plan submitted in Volume I (Technical).

· MMSB personnel may perform dual-hatted administrative, lead, or supervisory functions, provided that doing so does not interrupt, degrade, or reduce scheduled training throughput or required instructor coverage. The contractor must explicitly demonstrate in their Program Management Plan (PMP) how primary instruction duties remain fully covered during any period of leadership execution.

L.3.3.13 Indirect Rates, Profit/Fee, and Escalation

Offerors shall propose indirect rates (Fringe, Overhead, G&A) and profit/fee percentages for the Base Period and all subsequent Option Periods. Offerors may propose escalated or variable rates for Option Years, provided the proposed rates are substantiated in the Cost Narrative. Acceptable substantiation includes, but is not limited to:

· A current Forward Pricing Rate Agreement (FPRA) or Forward Pricing Rate Recommendation (FPRR).

· DCAA/DCMA-approved Provisional Billing Rates (PBR).

· In the absence of the above, three (3) consecutive years of audited financial statements and indirect rate pool calculations that form the basis for the out-year projections.

L.3.3.14 Collective Bargaining Agreements (CBA Sites)

L.3.3.15 Adherence: Portions of the 25 performance sites operate under recognized CBAs with labor unions representing incumbent personnel. Offerors are legally obligated under FAR 22.1008-2 and the Service Contract Labor Standards statute to honor wages, health and welfare payments, and pension contributions established in current CBAs. Under section 4(c) of the Service Contract Act (“SCA” ), an offeror must pay not less than the wages and fringe benefits set forth in the predecessor’s collective bargaining agreement (“CBA”). This is known as the Successor Contractor Rule. In essence, the predecessor’s CBA becomes the wage determination for the contract, and the rates set forth therein are required during the base term of the performance. A list of these CBAs are found under Attachment 007 “List of Collective Bargaining Agreements” and the Offeror shall use these pricing agreements for each site in order to determine the minimum labor rates. If an Offeror uses a labor rate lower than the current CBA rate for each specific location, then the pricing will be determined noncompliant and the proposal will be removed for non-compliancy.

L3.3.16 Mid-Year Scheduled Increases: If an active CBA stipulates a wage increase that takes effect on a date midway through a contract performance period, the Offeror must reflect this step-increase in their cost proposal. The Offeror shall calculate the proportion of the 1,992 annual productive hours occurring before the effective date at the pre-increase rate, and the remaining balance of hours at the post-increase rate. The Offeror shall show the weighted average hourly direct labor rate or provide distinct labor line items reflecting the exact hour breakdown.

L.3.3.17 Expiring CBAs Without Successor Agreements: If a CBA expires during the contract term (e.g., during Option Year 1) and no successor agreement has been ratified and incorporated into the solicitation via formal amendment, the Offeror must use the last known wage rate and fringe benefit rate from the expiring CBA for all remaining option periods. Offerors are strictly prohibited from applying arbitrary escalation or market projections to expired CBA rates in out-years.

L.3.3.18 Service Contract Act (SCA Sites) For locations covered by the Service Contract Act (SCA) / Service Contract Labor Standards (SCLS) (41 U.S.C. Chapter 67), Offerors shall ensure that proposed base direct labor rates and health and welfare benefit rates strictly meet or exceed the applicable Department of Labor (DOL) Wage Determination (WD) incorporated into Section J of this solicitation.

L.3.3.19 Non-SCA / Non-CBA Positions (Exempt & Overseas Sites)

· For performance sites not subject to a CBA or SCA WD (including OCONUS locations such as Vilseck, Germany and Camp Humphreys, Korea, as well as exempt managerial staff), the Offeror shall propose a specific, direct, unburdened hourly labor rate for the Base Year and for each individual Option Year (Option Years 1 through 4).

· Binding Rates: These proposed yearly rates will become part of the awarded contract and shall be legally binding and fixed for their respective performance periods. The contractor will not be entitled to post-award equitable adjustments, cost reconciliations, or exchange rate price adjustments for these positions during contract execution.

L.3.3.20 Mandatory Indirect Rate and Profit/Fee Locking Rules Fixed Indirect Pools and Profit: The percentage rates proposed by the Offeror for Overhead, General & Administrative (G&A), and Profit / Fee in the Base Year shall be fixed for the entire life of the contract (Base Year plus all Option Years). Offerors are prohibited from proposing escalating indirect rate percentages or variable fee structures across option years. The agreed-upon indirect and profit percentages established in the Base Year will be incorporated directly into the contract and applied across all option periods without modification.

Fringe Benefits Rate Stability and Exception:

As a standard rule, the proposed Fringe Benefits percentage rate established in the Base Year shall remain fixed for all Option Years.

Strict Exception for CBA-Mandated Changes: An Offeror is permitted to propose changes to the Fringe Benefits percentage rate in Option Years if and only if the adjustment is the direct mathematical result of an employer contribution increase explicitly codified in a ratified CBA incorporated into this solicitation. If an Offeror proposes an altered Fringe Benefits rate in any Option Year, the Cost Narrative must cite the exact CBA, section, and article number, and provide mathematical reconciliations illustrating the exact cost impact. Any non-CBA-driven escalation of the Fringe Benefits rate will be considered noncompliant.

L.3.3.21 Structure of the Cost/Price Proposal Workbook (Attachment 3)

Offerors must organize their submission using the multi-tab Microsoft Excel template structured as found in attachment 3 Price Proposal Workbook. These workbooks are left opened and addition of columns or rows may indirectly change “Total” formulas. If this happens, it is the Offeror’s responsibility to ensure that all totals are correct and all formulas that feed the summary tab are working correctly:

L.3.3.22 Tab 1-6 Part 1: Mandatory Minimum Staffing Baseline (MMSB) Labor:

Must be populated with all site/labor category as found in PWS section 3.0.4 totaling 110 FTEs. Total hours must add up to a total of 1992 hours per position. If one position is divided between 2 or more personnel filling that position, or due to the change in CBA rates, the FTE must still add up to equal 1 FTE. (Example: #1. 2 part-time employees may equal .5 FTEs each and be paid differently. #2. If a site is under a CBA, the employee has 600 hours at $45.00 and 1392 hours at $45.75 due to increase during the years. Both entries should only equal 1 FTE) Columns: In this section, Offerors may add to the right or left of the columns provided with their own additional columns to show items such as subcontractors or other information, but offerors shall not delete any column initially placed on worksheet.

L.3.3.23 Tab 1-6 Part 2: "Above and Beyond" MMSB Labor (Management & Support):

Lines populated by the Offeror reflecting their proposed management plan labor categories and any positions they are planning to add in addition to the MMSB..

Columns: In this section, Offerors may add to the right of the columns with additional columns to show items such as subcontractors or other information, but offerors shall not delete any column initially placed on worksheet.

Mandatory Statutory Requirement: In accordance with the Defense Base Act (42 U.S.C. 1651 et seq.), FAR 28.305, and FAR Clause 52.228-3 (Workers' Compensation Insurance (Defense Base Act)), the Contractor shall obtain and maintain DBA insurance coverage for all personnel (prime, subcontractor, and independent consultant) performing direct services outside the United States under this contract. Offerors shall calculate, detail, and incorporate all estimated DBA insurance premiums directly into TAB 1-6, Part 2 of the Government-furnished TRIOSS Pricing Workbook. The Offeror must provide a written narrative in the Price/Cost Volume substantiating the proposed DBA rates. This narrative must include an unredacted quotation or policy binder from a U.S. Department of Labor (DOL)-approved DBA insurance carrier. Subcontractor DBA costs must be explicitly identified, consolidated, and accounted for within TAB 1-6, Part 2. Prime offerors remain responsible for full compliance across all lower-tier partners.

L.3.3.24 Part 3: CLIN X002 Mission Travel (Plug Number):

This section is a Government plug number, and the total shall not be changed or deleted. Manipulating or deleting this from your proposal will make the proposal noncompliant.

L.3.3.25 Period Totals Block:

Total Price - CLIN 0001 (FFP) – shall be the total of the Part 1 and Part 2 on each of these Base and Option Tabs.

Total Evaluated Period Price- Shall equal the sum of Part 1, 2 and 3.

L.3.3.26 Tab 8: "Labor Rate Buildup" Offerors shall detail the step-by-step mathematical escalation and burden buildup for every labor category proposed (both MMSB and Above and Beyond), for every year of performance. Offeror may add columns to the left or right of columns C – O to signify more information, ie subcontractor identification.

L.3.3.27 Cost Narrative and Supporting Documentation Requirements The Offeror’s Cost Narrative (Volume III) must systematically address the following elements:

L.3.3.28 Basis of Estimate (BOE) for Direct Labor:

CBA Positions: Provide explicit cross-references to the applicable CBA wage articles. If a mid-year wage escalation occurs, provide a calendar schedule detailing the allocation of the 1,992 annual hours between the rates. Certify that expired CBAs without successors reflect the last known CBA wage without speculative escalation throughout the remainder of the contract.

SCA Positions: Identify the applicable SCA WD number, publication revision date, job classification code, and wage rate. Confirm compliance with statutory health and welfare rates.

Non-SCA/Non-CBA Positions: Provide market salary surveys (e.g., Economic Research Institute, Bureau of Labor Statistics, Salary.com), current payroll actuals, or regional hiring historical data to substantiate why the proposed direct hourly rates for the Base Year and Option Years 1 through 4 are realistic and sufficient to attract and retain fully certified instructor personnel.

L.3.3.29 Substantiation of Indirect Rates:

Provide historical documentation validating the proposed indirect pools (Fringe, Overhead, G&A). Acceptable documentation includes:

A current Forward Pricing Rate Agreement (FPRA) negotiated with DCMA or DCAA;

A Forward Pricing Rate Recommendation (FPRR) or Provisional Billing Rate (PBR) approval letter;

In the absence of an FPRA/PBR, three (3) consecutive years of audited historical financial statements and indirect rate pools.

L.3.3.30 CBA Fringe Escalation Justification: If an Offeror proposes an altered Fringe Benefits rate in any Option Year, the narrative must provide an audit trail directly tying the percentage shift to specific collective bargaining contract language.

L.3.3.31 Reconciliation with Management Plan (Above and Beyond Staffing): The Offeror shall include a narrative mapping matrix linking every proposed "Above and Beyond" labor category to the technical functions outlined in PWS 3.2 (Business Relations), PWS 3.3 (Contract Administration), PWS 3.17.1 (SME Oversight), PWS 3.18 (Program Management & Phase-In), and PWS 3.18.7 (Quality Control). Explain precisely how the proposed staffing levels guarantee continuous mission readiness and ensure zero degradation of instructor presence during short-term employee absences.

L.3.4. General

L.3.4.1 Executive Summary: A brief overview of the Offeror's solution, demonstrating an understanding of the TRIOSS II Program's mission to strengthen Warfighters' medical skills through effective, standardized training. – 2 pages (max).

L.3.4.2 All other items: The Offeror shall place “all other items” to include the signed SF33, all fillable clauses contained in the solicitation, Teaming Agreements, Memorandums of Understanding (MOUs), or Subcontractor Letters of Commitment for all proposed subcontractors identified in the Offeror’s proposal.

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