Attachment 2 ITO FA701422Q0033 Cost BPA.docx

Solicitation#: FA7014-18-R-5009

Solicitation#: FA701422Q0033 O&S Legacy Cost Model Support and Independent Cost Estimates Solicitation#: FA701422Q0033 O&S Legacy Cost Support and Independent Cost Estimates

REQUEST FOR QUOTE (RFQ)

FAR Addendum 52.212-1 Instructions to Offerors (ITO)

1. This multi-award Blanket Purchase Agreement (BPA) On-Ramp is a small business competitive set-aside on General Services Administration (GSA) Professional Services Schedule under SIN and NAICS 541611 (Administrative Management and General Management Consulting Services). This is a Technical/Price tradeoff evaluation conducted in accordance with Federal Acquisition Regulation (FAR) Part 8 Required Sources of Supplies and Services, as supplemented by the Defense Federal Acquisition Regulation Supplement (DFARS), and the Air Force Federal Acquisition Regulation Supplement (AFFARS).

2. ITO – Commercial Support Services

2.1 The Offeror’s quote must include all data and information requested by this ITO and must be submitted in accordance with these instructions. The quote shall be clear, concise, and shall include sufficient detail for effective evaluation and for substantiating the validity of stated claims. The quote 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 the Government has no prior knowledge of their facilities, capabilities, and experience and will base its evaluation on the information presented in the Offeror’s quote. Unnecessarily elaborate brochures or other presentations beyond those sufficient to present a complete effective response to the solicitation are not desired.

2.1.2 System for Award Management (SAM). Offerors will not be eligible to receive a contract award from a Department of Defense (DoD) activity unless they are registered in SAM. Offerors must be registered in the SAM Database prior to award of any contract. Firms must register on a one-time basis and annually confirm accuracy and completeness of registration information. Online registration and instructions can be accessed at https://www.beta.SAM.gov. FAR 52.212-3 Offeror Representations and Certifications-Commercial Items will be validated through the beta.SAM.gov database.

2.1.3 DD Form 254 Contract Security Classification Specifications. The Offeror shall complete blocks 6a – c, (and if applicable, blocks 7a – c, and 8a – c or a continuation sheet) of the DD Form 254 (Attachment 7). Complete the form and submit with Factor 1 - Facility Security Clearance (FCL) Level. These pages are not included in the page count.

2.1.4 The positions on the call orders issued will be at the SECRET level for personal security. Personnel performing work on this multi-award Blanket Purchase Agreement (BPA) are required to have and maintain a valid Secret or Top Secret clearance based on the PWS requirement. Interim secret clearances are acceptable.

2.1.5 Facility Security Clearance (FCL). Due to the clearance requirements, all prospective PRIME Offerors shall possess a SECRET Facility Security Clearance (FCL). The FCL shall be approved/issued by the Defense Security Service (DSS) and FCL must be posted in the DSS Industrial Security Facility Database (ISFD). A verifiable SECRET FCL must exist in the ISFD at time of quote submission. Offeror’s FCL level will be assessed as “Pass/Fail” at quote submission as part of Step 1 of the evaluation process.

2.1.6 Organizational Conflict of Interest (OCI). The Government has not identified an Organizational Conflict of Interest. Offerors that have a real or perceived OCI shall submit an OCI mitigation plan for review by the Contracting Officer.

2.2 Points of Contact. The Contracting Officer (CO), ”Trey” John M. Evans III, and the Contract Specialist (CS), Capt Allison Hughes are the sole points of contact for this acquisition. All questions or concerns on this requirement should be e-mailed to the CO and CS by 4:30 pm Eastern Daylight Time (EDT) on 08 July 2022. The CO and CS may be reached via e-mail at: allison.hughes@us.af.mil and CC the CO at john.evans.37@us.af.mil.

2.3 QUOTE VOLUME REQUIREMENTS

The quote shall be accompanied by a cover letter prepared on the company’s letterhead. The cover letter shall identify all enclosures being transmitted and shall be used only to transmit the quote and shall include no other information with the exception of acknowledging amendments as an attachment. If there are amendments to the RFQ, provide, as an attachment to the cover letter, acknowledgment of any amendments. The attachment to the cover letter will only be allowed to address amendments. Only quotes submitted in accordance with these instructions will be accepted. This cover letter is not included in the page count.

2.3.1 Instructions for how quotes shall be received are detailed below in Tables 1 & 2. All quote submissions will be submitted through GSA RFQ # and via email to: allison.hughes @us.af.mil and CC the CO, at john.evans.37@us.af.mil.

DEADLINE: Using two (2) separate submissions, the response shall consist of Volume I) On-Ramp BPA Award Submission,Volume II) Second Call Order Submission and Volume III) Third Call Order Submission. Offerors are not required to submit quotes for the Call Orders in order to be considered and evaluated for the award of the On-Ramp BPA, but are highly encouraged. Quotes are due 08 July 2022 no later than 4:30 PM Eastern Time. Late quotes will be processed in accordance with FAR Provision 52.212-1(f) Late Submissions, Modifications, Revisions and Withdrawals of Offers.

2.4 Communications. Communication of evaluation information between Government and Offerors will be controlled by the CO and CSs. E-mail will be used to transmit such information to Offerors. The Government intends to send answers to questions by replying to each vendor POC listed on the email. The Offerors shall submit all communications via email to the CS/CO identified above.

2.5 Amendments to Solicitation. Offerors shall acknowledge receipt of any future amendments to this request for quote by the day and time specified in the amendment(s). A single memo attached to the cover letter acknowledging all amendments is the preferred method of acceptance. This memo is not included in the page count. Failure to acknowledge any amendment(s) could result in the Offerors being excluded from award.

2.6 Steps for Submission and Evaluation of the On-Ramp to Multi-BPA Award:

· Step 1 – Factor I - Facility Security Clearance (FCL) Level Validation:

The Government will validate that each PRIME Offeror holds a Secret facility clearance level (FCL). This is essential due to the overall aspects of the cyber intelligence support, research and analysis that is needed to meet this requirement. The Government is seeking Offerors who have the knowledge and is accredited or certified to meet this requirement due to the classified and/or unclassified information data that will be accessed in support of this requirement. Offerors having this certification will be able to identify and recommend to the Government areas of improvement while providing support to the Air Force Cost Analysis Agency (AFCAA).

· Step 2 - Factor II Submission –Technical Approach (to include Subfactor a. and Subfactor b.).

The Government will require a written quote for Factor II –Technical Approach to the tasks described in Section 2 of the PWS. Price is not to be identified or listed in Factor II.

· Step 3: Factor III - Price Quote.

Once Step 1 is validated (FCL), only those quotes rated as “Good or Outstanding” at the Factor II –Technical Approach level (to include subfactor a & b) will then be evaluated for their submitted pricing in Step 3. The factors and subfactors for this multi-award BPA are:

· Factor I – Facility Security Clearance (FCL) Level Validation (Pass/Fail)

· Factor II - Technical Approach (O, G, U)

· Subfactor a. Commercial/Corporate Experience (O, G, U)

· Subfactor b. Management/Staffing Plan (O, G, U)

· Factor III - Price Proposal including PECP

2.7 Steps for Submission and Evaluation of the Second and Third Call Orders:

· Step 1 – Factor I – Technical Approach & Management/Staffing Plan.

The Government will require a written quote for Factor I –Technical Approach & Management/Staffing Plan to the tasks described in Attachment XX – PWS Call Order 2 and Attachment XX – PWS Call Order 3. Price is not to be identified or listed in Factor II.

· Step 2 - Factor II Price Quote.

Only those quotes rated as “Outstanding, Good, or Fair” at the Factor I –Technical Approach & Management/Staffing Plan level will then be evaluated for their submitted pricing in Step 2. The factors and subfactor for the Second and Third Call Orders are:

· Factor I – Technical Approach & Management/Staffing Plan (O, G, F, U)

· Factor II - Price

2.8 Period of Acceptance of Offers. The Offerors agree to hold the prices in its offer firm for 120 calendar days from the date specified for receipt of offers.

2.9 Federal Holidays. The following Federal Legal Holidays are observed:

· New Year’s Day

· Martin Luther King Day

· President’s Day

· Memorial Day

· Juneteenth Day

· Independence Day

· Labor Day

· Columbus Day

· Veterans Day

· Thanksgiving Day

· Christmas Day

3.0 Preparation Instructions to Offerors.

3.1 Introduction. The purpose of these instructions is to prescribe the format of quotes and describe the approach for the development and presentation of quote data. They are designed to ensure the essential information required for evaluation of quotes is submitted. Offerors are cautioned to follow the detailed instructions fully and carefully, as the Government intends to make an award based on initial offers received without interchanges.

Quote Time Timeline:

Volume I - Initial BPA Award Submission: Factor I – FCL Validation, Factor II - Technical Approach, and Factor III – Price Quote

Volume II - First Call Order Submission: Factor I – Technical Approach and Factor II – Price Quote

Submissions are to be emailed to Capt Allison Hughes at: allison.hughes@us.af.mil and Mr. Trey Evans at: john.evans.37@us.af.mil

06 July 2022 NLT 4:30 PM EST

3.2 Organization/Number of Copies/Page Limits. To assure timely and equitable evaluation of the quote, the Offeror must follow the instructions contained herein. The quote must be complete, self-sufficient, and respond directly to the requirements of this solicitation. Using two (3) separate submissions, the response shall consist of Volume I) On-Ramp to BPA Award Submission, Volume II) Second Call Order Submission and Volume III) Third Call Order Submission. Offerors are not required to submit quotes for the First Call Order in order to be considered and evaluated for the award of the initial BPA, but are highly encouraged.

3.2.1 The Offeror shall prepare the quote as set forth in the Quote Organization Tables below. The titles and contents of the volumes shall be as defined in the table, all of which shall be within the required page limits as specified. The volumes identified in the table shall be submitted electronically via E-mail.

Table 1 – Quote Organization Volume I - On-Ramp to BPA Award Submission

Paragraph

PAGE LIMIT

Factor III - Price Quote (to include Attachment 4, Price Worksheet and Attachment 5, Professional Employee Compensation Plan (PECP)).

Each Factor III section will be submitted separately from Factor I & II to Volume I

Table 2 – Quote Organization Volume II - Second Call Order Submission

Factor I – Technical Approach & Management/Staffing Plan (to include the Call Order Qualification/Cross Reference Matrix and Resumes)

Factor II - Price Quote (to include Attachment 4, Price Worksheet for the First Call Order) Each Factor II section will be submitted separately from Factor I to Volume II

Attachment 6, Ordering Guide, Pgs 15- 17 Unlimited

Table 3 – Quote Organization Volume III - Third Call Order Submission

Factor I – Technical Approach & Management/Staffing Plan (to include the Call Order Qualification/Cross Reference Matrix and Resumes)

Factor II - Price Quote (to include Attachment 4, Price Worksheet for the First Call Order) Each Factor II section will be submitted separately from Factor I to Volume II

Attachment 6, Ordering Guide, Pgs 15- 17 Unlimited

3.3 Specific Instructions.

3.3.1 Page Limitations. Page limitations shall be treated as maximums. If exceeded, the excess pages will not be read or considered in the evaluation of the quote. Blank pages, title pages, cover pages, table of contents, tab indexing, glossaries, list of tables and figures, and subcontractor consent letter(s) are not included in page limitation. Legible tables, charts, graphs and figures may be used to depict organizations, systems and layout, implementation schedules, plans, etc.

3.3.2 Page Size and Format. 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 8½ x 11 inches. Pages shall be single-spaced and typed, except for displays and the reproduced sections of the solicitation document. The font shall be Times New Roman and no less than 12 point in size. Use at least 1-inch margins on the top and bottom. Pages shall be numbered sequentially by volume. When text is included within displays/graphics, it may be no smaller than 8 point, but must be clearly legible without magnification, as determined solely by the CO. The size of these displays shall not exceed the page size as defined above. Fold out pages are accepted for Volume II & Volume III – Price Quote.

3.3.3 The electronic copy of the quote shall be submitted in the following formats:

Microsoft (MS) Word 2010, MS Excel 2010, or MS-Power Point 2010, or Portable Document Format (PDF), as applicable.

3.3.4 Title Page (not included in the page count). Each volume must include a title page. The title pages must show:

· Solicitation Number

· CO/CS Information

· Name, address, telephone numbers and e-mail address of the Offerors (only one copy for all required volumes)

· Cage/DUNS

· GSA MAS Contract Number to validate labor category rates

· Acknowledgement of any amendments as an attachment

3.3.5 Indexing. Each volume shall contain a detailed table of contents to delineate the subparagraphs within that volume. Tab indexing shall be used to identify sections and will not count against page limitations IAW paragraph 3.3.1 above.

3.3.6 Glossary of Abbreviations and Acronyms. Each volume submission shall contain a glossary of all abbreviations and acronyms used, with an explanation for each. As stated above in paragraph 3.3.1, glossaries do not count against the page limitations for their respective volumes.

3.3.7 Compliance. Documents submitted in response to this solicitation must be fully compliant with the terms and conditions of the solicitation or may result in being rejected as non- compliant and not being evaluated.

4.0 Volume I – On-Ramp to BPA Award Quote Factor Instructions. The following details the specific instructions for submission of Volume I. ***Volume II and Volume III – Second and Third Call Order Quote Factor Instructions can be found in Attachment 6 – Ordering Guide, Pages 11-17.

4.1 Step 1 – Factor I - Validation of the FCL will be conducted by the Government to ensure compliance for Step 1. If the Offeror does not have a Secret FCL they will not move to Step 2.

4.2 Step 2: Factor II – Technical Approach

4.2.1 Offeror’s are required to submit their technical approach, Commercial Corporate experience, and staffing/management plan to the Government as directed above.

4.2.2 Factor II – Technical Approach. The technical approach should be specific and complete. Legibility, clarity, and coherence are very important. The Offeror shall demonstrate its understanding of the technical requirement, and provide its approach and methodology to complete the required tasks IAW with the PWS. The quote should not merely reiterate or rephrase the objectives or reformulate the Government’s requirements specified in the solicitation but shall provide convincing rationale to address how the Offerors intends to meet these requirements.

4.2.3 Subfactor a: Commercial Corporate Experience. The Offeror shall demonstrate commercial and corporate experience in accomplishing the same or similar efforts that would be leveraged in meeting the Government’s requirements as outlined in the PWS. The Offeror shall provide a listing of the same or similar Government or non-Governmental efforts to include contact information of the project leads. Offerors shall provide no more than of five (5) awards, relevant projects or efforts, which correlate to the specific tasks of the PWS and are considered recent (within the last three (3) years). The Prime Offeror shall provide at least three (3) of the five (5) awards, relevant projects or efforts with similar scope and contract value as this requirement to demonstrate their commercial (private sector)/Corporate experience. Validation of the Government contracts by the Prime will be conducted through the Contractor Performance Assessment Reporting System (CPARS).

4.2.4 Subfactor b: Management/Staffing Plan. The Offeror shall demonstrate a plan to monitor its employees at their facility, including subcontractors, to continuously meet the Government’s requirements as outlined in the PWS. The Offeror’s quote should demonstrate a sound management plan and discuss their established procedures/processes to manage employees and complete all required tasks IAW PWS requirements. The Offeror shall demonstrate the process for safeguarding all data and documents pertaining to this task order while performing the work at their facility.

4.2.5 Qualification/Cross Reference Matrix. Each Offeror will identify labor category personnel along with the program manager to meet this requirement IAW the PWS for the Management/Staffing Plan. The Offeror will also provide in its plan all personnel resources and skill sets to fulfill the full scope of the PWS requirements through a Qualification/Cross Reference Matrix (See table provided below) that clearly identifies the proposed education, experience, qualifications and skillsets as well as any certifications (if applicable) of the proposed labor categories. Each vendor must also provide the level of security clearance that each proposed labor category will have. A “Security Clearance” column in the Qualification/Cross Reference Matrix below is included for this purpose. At the call order level the Management/Staffing Plan will be outlined for specific qualifications or skill sets if they are different than the proposed labor category by the Offeror. Additionally, at the call order level the offeror will be required to identify proposed employee names and provide their resumes.

Education/ Certifications

Task/Objective Labor Category

MBA

C.A.R.E.S. Act experience; 6 years of FDA loan program support

4.2.6 Transition Plan: During the last option period, the transition-out period, it is essential that attention be given to minimize interruptions or delays to work in progress that would impact the mission. The Contractor shall outline the specific steps that will be taken to prevent disruption to the program offices at the end of the task order period of performance, to include the transfer of on-going work to the incoming Contractor, as well as furnishing employee roster and employee contact information to the incoming Contractor. The Contractor shall identify risks and risk mitigation plans to minimize disruption during the transition-out period. The Contractor’s Transition-Out plan shall be due no later than 90 days prior to contract expiration, in accordance with Attachment 1 - PWS.

5.0 Step 3: Factor III - Price Quote.

5.1 The Offeror shall include a fully completed Attachment 4 Price Worksheet. Insert proposed unit and extended prices for each Contract Line Item, including all option periods and a completed Attachment 5 PECP Worksheet. The hours used in developing the offerors’ extended prices should be developed by the offerors. Attachment 4 – Price Worksheet is provided for offeror proposed prices. Offerors may amend the price worksheet, if they deem necessary, in order to provide the Government with their full price quote. Offerors travel is an estimated amount specified in the price worksheet for the period of performance by the Government. Do not change the total for travel. Any Offeror, which fails to cite a price for each item, or fails to make an entry, which indicates that work will be provided at no charge, will be rejected as nonresponsive to this solicitation.

PECP: The services requested will require professional employees and Offerors shall submit for evaluation a total compensation plan setting forth proposed salaries and fringe benefits for professional employees working on the contract. Offerors shall submit a realistic Compensation Plan. The Compensation Plan must provide supporting cost data in order to be evaluated in accordance with FAR Provision 52.222-46 - Evaluation of Compensation for Professional Employees (Feb 1993). Salaries and fringe benefits must be submitted for each performance location.

The Offerors must provide labor categories sufficient to accomplish the work required by the BPA PWS, and to fill the labor category positions for each PWS task, from the labor categories set forth within SIN 541611 of their own GSA Multi Award Schedule or GSA MAS (formerly Professional Services Schedule or PSS). The prime contractor cannot delegate responsibility for performance to its subcontractors. The prime contractor is required to have all offered labor categories on its own GSA MAS. An offeror may not rely on a subcontractor’s GSA MAS to provide labor categories not present within their own GSA MAS.

Alternatively, the Offerors may elect to propose as a Contractor Team Arrangement (CTA). In a CTA, each team member must have a GSA Schedule contract. Each CTA team member will have privity of contract with the government and can interact directly with the government. Unlike a prime/subcontractor relationship, each CTA team member is able to offer labor categories from its own Schedule contract and no team member is required to have all offered labor categories. A CTA allows multiple contractors to provide a total solution in ways that are otherwise impossible in a normal prime/subcontractor relationship.

The Offeror must map the labor categories proposed to their awarded GSA MAS labor categories. The Offerors must then designate the labor categories they deem professional and provide additional narrative as to how the proposed labor categories are sufficient to support the tasks of this BPA.

Subcontractors may submit their PECP data directly to the CS and CO via email utilizing Attachment 5 – PECP Worksheet.

5.1.1 Period of Performance for Pricing Purposes.

5.1.2 The period of performance (PoP) for this on-ramp to the BPA requirement consists of a twelve (12) month base period plus four (4) one (1)-year option periods. The base year started on 30 Sept 2021 and this on-ramp will be for the remainder of the base year and the subsequent 4 option periods. The Period of Performance is as follows:

6.0 General Information.

6.1 Discrepancies. If an Offeror believes that the requirements in these instructions contain an error, omission, or are otherwise unsound, the Offerors shall immediately notify the CO in writing with supporting rationale as well as the remedies the Offerors is asking the CO to consider as related to the omission or error. The Offerors are reminded that the Government reserves the right to award this effort based on the initial quote, as received, without discussions. Accordingly, Offerors are advised to submit initial quotes that are well defined and clearly acceptable without additional information, additional or substitute pages.

6.2 Debriefings. Offerors excluded at any time during the evaluation process will be afforded the opportunity to request a post-award debriefing in accordance with FAR 52.212-1(l) Debriefing. Information relating to other Offerors quotes will not be disclosed.

6.3 Basis for Award: The Decision Authority shall select the source whose quote offers the best value to the Government in accordance with the established criteria in this Evaluation Criteria. Trade-offs may be utilized to award to the best-value source based on a comparative assessment of quotes in accordance with the established criteria and with consideration of the recommendations and minority opinions presented to the Decision Authority.

1 Attachment 7