Attachment 3- ADDENDUM TO FAR 52.212-1.pdf

ADDENDUM TO FAR 52.212-1

INSTRUCTIONS TO OFFERORS

1.0 Program Structure and Objective

1.1.1. The Government plans to award a single contract for Tinker AFB Technical Training and Support. This requirement will primarily include technical training and courseware development services in support of aircraft maintenance services at Tinker AFB.

1.1.2. Award will be made on the basis of “best value” utilizing Tradeoff Source Selection Procedures. Award will be made to the contractor that provides the “best value” to the Government over the entire period of performance.

1.2. Funding will be obligated for the Firm-Fixed-Price (FFP) Contract Line Item Numbers (CLIN) for the base period, to include training, courseware development and program support services.

2.0 General Instructions

2.1.1. This section of the Instructions to Offerors (ITO) provides general guidance for preparing proposals as well as specific instructions on the format and content of the proposal. The offeror’s proposal must include all data and information requested by the ITO and must be submitted in accordance with these instructions. Any Offeror who submits an incomplete package may be considered ineligible for award. The offer shall be compliant with the requirements as stated in the Performance Work Statement (PWS) and appendices. Non-conformance with the instructions provided in the ITO may result in an unfavorable proposal evaluation.

2.1.2. The proposal shall be clear, concise, and shall include sufficient detail for effective evaluation and for substantiating the validity of stated claims. The proposal should not simply rephrase or restate the Government's requirements, but rather shall provide convincing rationale to address how the offeror intends to meet these requirements. Offerors shall assume that the Government has no prior knowledge of their facilities and experience, and will base its evaluation on the information presented in the offeror’s proposal.

2.1.3. Elaborate brochures, documentation, binding, detailed artwork, or other embellishments are unnecessary and are not desired.

2.1.4. The proposal acceptance period is specified in Section A of the solicitation. The offeror shall make a clear statement in Section A of the proposal documentation volume that the proposal is valid until this date.

2.1.5. In accordance with FAR Subpart 4.8 (Government Contract Files), the Government will retain one copy of all unsuccessful proposals. Unless the offeror requests otherwise, the Government will destroy extra copies of such unsuccessful proposals.

2.2. General Information

2.2.1. Point of Contact

The Contracting Officer (CO) is the sole point of contact for this acquisition. Address any questions or concerns you may have to the CO. Written requests for clarification shall be sent to the CO by email at sacia.fowler@us.af.mil

2.2.2. Debriefings

The CO will promptly notify offerors of any decision to exclude them from the competitive range, whereupon they may request and receive a debriefing in accordance with FAR 15.505.

Offerors excluded from the competitive range may request a pre-award debriefing or they may choose to wait until after the source selection decision to request a post-award debriefing.

However, offerors excluded from the competitive range are entitled to no more than one debriefing for each proposal. The CO will notify unsuccessful offerors in accordance with FAR

15.503. Upon such notification, unsuccessful offerors may request and receive a debriefing.

Offerors desiring a debriefing must make their request in accordance with the requirements of FAR 15.505 or 15.506, as applicable.

2.2.3. Discrepancies

If an offeror believes that the requirements in these instructions contain an error, omission, or are otherwise unsound, the offeror shall immediately notify the CO in writing with supporting rationale as well as the remedies the offeror is asking the CO to consider as related to the omission or error. The offeror is reminded that the Government reserves the right to award this effort based on the initial proposal, as received, without discussions. This reservation includes matters of additional or substitute pages of the initial proposal.

2.2.4. Electronic Reference Documents

All referenced documents for this solicitation are available on System for Award Management (beta.sam) web site at http://www.beta.sam.gov. Potential Offerors are encouraged to subscribe for real-time e-mail notifications when information has been posted to the website for this solicitation.

2.2.5. Amendments to Solicitation

If this RFP is amended, all terms and conditions that are not amended remain unchanged and in full force and effect. Offerors shall acknowledge receipt of any amendment and provide confirmation upon submission of the offeror’s proposal. Any unacknowledged amendments in the offeror’s proposal are subject to solicitation provision FAR 52.212-1(f).

2.2.6. Submission, Modification, Revision, and Withdrawal of Proposals Proposals and modifications to proposals shall be submitted in sealed envelopes or packages in paper media and electronic media addressed to the CO at the address shown in Section A of the model contract/solicitation, and showing the time and date specified for receipt, the solicitation number, and the name and address of the offeror.

2.3. Organization/Number of Copies/Page Limits

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

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

2.3.3. The Offeror shall prepare the proposal as set forth in the Proposal Organization Table (Table 2.2 below). The titles and contents of the volumes shall be as defined in this table, all of which shall be within the required page limits and with the number of copies as specified in Table 2.2. The attachments identified in the table shall be separately bound in three-ring, loose-leaf binders, as necessary. The contents of each proposal volume are described in the ITO paragraph as noted in the table below.

Table 2.2. Proposal Organization

Volume

ITO

Paragraph Number Volume Title

Hard Copies

Disk

Copies

Page Limit

I 3.0 Technical 5/1 65

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

3.2.2 Team List (see ITO Attach 2.0)(Not included

in 65 page limit)

3.2.2 Table of Contents Unlimited

3.2.2 List of Tables and Figures Unlimited

3.2.2 Glossary of Abbreviations and Acronyms Unlimited

3.2.3 3.2.4 3.2.5

Subfactor 1 Resource Management Subfactor 2 Phase-In Plan

Unlimited

II 4.0 Past Performance 4/1 Unlimited

2.2.1 Title Page 1

2.2.2 Team List (See ITO Attach 2.0) 5

4.1 Past Performance Information Forms

(PPIF) (See ITO Attach 1.1) Unlimited

4.1.1 Consent Letter (See ITO Attach 1.4) Unlimited

4.1.1 Client Authorization Letters (See ITO Attach

1.5) Unlimited

4.2 Present/Past Performance Questionnaires

(See ITO Attach 1.2)

Tab Only

4.3.2 Relevant Contract Narrative Request Max

5 pages per contract

4.3.3 Roadmap 2

III 5 Price Volume 2/2 Unlimited

5.1 General Information Unlimited

5.2 Volume Organization Unlimited

IV 6 Contract Documentation 2/1 Unlimited

2.2.1 Title Page (SF1449) 1

2.2.2 Team List (see ITO Attach 2.0) 5

2.2.7 Table of Contents Unlimited

2.2.8 List of Tables and Figures Unlimited

2.2.9 Glossary of Abbreviations and Acronyms Unlimited

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

Unlimited

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

6.1.4 Representations and Certifications (Section

K) N/A

6.3.1-6.3.3 Contact Information Unlimited

6.3.5 Attachments to the Model Contract Unlimited

2.3.4. Page Limitations

Page limitations shall be treated as maximums. If exceeded, the excess pages will not be considered in the evaluation of the proposal. Page limitations may also be placed on responses to Evaluation Notices (ENs). The specified page limits for EN responses will be identified in the letters forwarding the ENs to the offerors. Each page shall be counted except the following:

blank pages, title pages, tables of contents, tabs, indexes, glossaries, and those noted in the Proposed Organization Chart as unlimited.

2.3.5. Pricing Information

All pricing information shall be addressed ONLY in the Price Proposal and Contract Documentation volumes. Cost trade-off information, work hour estimates, and material kinds and quantities may be used in other volumes only as appropriate for presenting rationale for alternatives or design and trade-off decisions.

2.3.6. Cross Referencing

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

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

2.3.7. Indexing

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

2.3.8. Include an indexed list of Tables and Figures

If Tables and Figures are included in any volume, Offeror shall include a Table and Figures index.

2.3.9. Glossary of Abbreviations and Acronyms

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

2.4. Page Size and Format

2.4.1. A page is defined as each face of a sheet of paper containing information. When both sides of a sheet display printed material, it shall be counted as two pages. Page size shall be 8.5 x 11 inches, not including foldouts. Page line spacing shall be 1.5 lines. Except for the reproduced sections of the solicitation document, the text size shall be no less than Arial 12 points. Tracking, kerning, and leading values shall not be changed from the default values of the word processing or page layout software. Use at least 1 inch margins on the top and bottom and 3/4 inch side margins. Pages shall be numbered sequentially by volume. These page format restrictions shall apply to responses to Evaluation Notice (ENs). These limitations shall apply to both electronic and hard copy proposals.

2.4.1. Legible tables, charts, graphs and figures shall be used wherever practical to depict organizations, systems and layout, implementation schedules, plans, etc. These displays shall be uncomplicated and shall not exceed 11 x 17 inches in size. Foldout pages shall fold entirely within the volume, and count as a single page. Foldout pages may only be used for large tables, charts, graphs, diagrams and schematics; not for pages of text. The following limitation only applies to the Technical Volume. Text intended for evaluation within all figures, charts, tables, and graphs, to include imbedded images, shall be no less than Arial 8-pt. These limitations shall apply to both electronic and hard copy proposals. Any text within figures, charts, tables, and graphs which do not meet this requirement will not be considered in the evaluation. These limitations shall apply to both electronic and hard copy proposals.

2.5. Binding and Labeling

Each volume of the proposal should be separately bound in a three-ring, loose-leaf binder permitting the volume to lie flat when open. Staples shall not be used. A cover sheet should be bound in each book, clearly marked as to volume number, title, copy number, solicitation identification and the offeror’s name. The same identifying data should be placed on the spine of each binder. All unclassified document binders shall have a color other than red or other applicable security designation colors. Be sure to apply all appropriate markings including those prescribed in accordance with FAR 52.215-1(e), Restriction on Disclosure and Use of Data, and FAR 3.104-4, Disclosure, Protection, and Marking of Contractor Bid or Proposal Information and Source Selection Information.

2.6. Electronic Offers

The content and page size of electronic copies should be identical to the hard copies. In such cases where a discrepancy exists between the written hard copy and electronic copy, a clarification EN may be issued to allow offerors the opportunity to make both versions consistent with each other. For electronic copies, indicate on each Compact Disc Read Only Memory (CD- ROM) the volume number and title. Use separate files to permit rapid location of all portions, including subfactors, required plans, exhibits, appendices, and attachments, if any. The offeror shall submit volumes I through IV in electronic format. If files are compressed, the necessary decompression program must be included.

The electronic copies of the proposal shall be submitted in a format readable by Microsoft (MS) Word 2007, 2010, or 2013, 2016 MS Excel 2007, 2010, 2013, or 2016 and MS-Power Point 2007, 2010, 2013, or 2016. Adobe PDF is also acceptable.

2.7. Distribution

The "original" proposal shall be clearly identified. Proposals shall be addressed to the Contracting Officer and mailed to:

DEPARTMENT OF THE AIR FORCE

AFSC/PZIMC: ATTN: Sacia Fowler

7858 5th Street Dr.

Building 3, Suite 2F Tinker AFB OK 73145-9106 sacia.fowler@us.af.mil

3.0 Factor 1 – Technical

3.1. General

The Technical Volume should be specific and complete. Legibility, clarity and coherence are very important. Your responses will be evaluated against the Technical subfactors defined in Addendum to FAR 52.212-2, Evaluation Factors for Award. Using the instructions provided below, provide as specifically as possible the actual methodology you would use for accomplishing/satisfying these subfactors. All the requirements specified in the solicitation are mandatory. By your proposal submission, you are representing that your firm will perform all the requirements specified in the solicitation. It is neither necessary nor desirable for you to tell us so in your proposal. Do not merely reiterate the objectives or reformulate the requirements specified in the solicitation.

3.2. Format and Specific Content

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

3.2.1. Volume Organization

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

1. Team List Attach 2.0

2. Table of Contents

3. List of Table and Drawings

4. Glossary

5. Subfactor One – Resource Management

6. Subfactor Two – Phase-In Plan

3.2.2. Subfactor One: Resource Management

The Offeror shall provide an approach for Resource Management for the Technical Training and Support Services program. As a minimum, the approach shall provide the following essential elements:

a. An approach describing the qualifications and experience of the proposed Contract Manager. As a minimum, the approach must describe the proposed Contract Manager’s training, education, and certification requirements, as well as the number of years of experience the individual has in the Technical Training field. The proposed approach shall include resume(s) of specific individuals who the offeror intends to hire for Contract Managment, or a list of minimum qualifications and experience the offeror will use when hiring Contract Management staff IAW PWS 1.12.1.

b. An approach describing the qualifications and experience of the courseware developers.

At a minimum, the approach must describe the proposed number of courseware developers, their training, education, and certifications, as well as the number of years of experience the individuals have in the Technical Training field. The proposed approach shall include resume(s) of specific individuals who the offeror intends to hire as courseware developers, or a list of minimum qualifications and experience the offeror will use when hiring courseware developers IAW PWS 1.12.2.

c. An approach describing the qualifications and experience of the course instructors. As a minimum, the approach must describe the proposed instructor’s training, education, and certification requirements, as well as the number of years of experience the individual has in the Technical Training field. The proposed approach shall include resume(s) of specific individuals who the offeror intends to hire as instructors, or a list of minimum qualifications and experience the offeror will use when hiring instructors IAW PWS

1.5.3.3. Should this be IAW 1.12.3 and corresponding Appendices.

d. An approach describing the contractor’s strategy for providing a total number of qualified instructors. As a minimum the approach must include the overall total number of qualified instructors, and the number of instructors for each course. The proposal must also include an approach for recruiting and retaining qualified instructors.

e. The offeror shall describe their small business participation approach. At a minimum, the approach must address the plan to include small business participation for at least 3% of the offeror’s total price proposal IAW the PWS 1.46 (DFARS 215.304(c)(i), Evaluation factors and significant subfactors). The small business participation approach shall include the extent to which such firms are specifically identified in proposals and the extent of commitment to use such firms. The small business participation approach is not to be confused with an offeror’s small business subcontracting plan. (FAR 52.219-9 and DFARS 252.219-7003)

f. An approach describing the contractor’s strategy for providing contractor furnished equipment by contract start date IAW PWS 1.45. At a minimum the approach must include a list of proposed contractor furnished equipment for each class listed in the PWS Appendix B.

3.2.3. Subfactor Two: Phase-In Plan

The Offeror shall provide an approach for managing and accomplishing contract transition and phase in. At a minimum, the approach shall provide the following essential elements:

a. An approach for hiring and training personnel, completing all workforce requirements, equipping staff, classrooms and offices, establishment of sub-contracts, and strategy to meet contractual requirements at the beginning of the contract period. Also, the approach must include a critical path analysis of transition milestones and an organization chart demonstrating a single point of contact and identifying key positions IAW PWS paragraph 1.15.

b. An approach to provide the required contractor furnished equipment by contract start date IAW PWS paragraph 1.1.

4.0. Factor 2 – Past Performance

4.1. General

4.1.1. Each offeror shall submit a past performance volume with its proposal, containing past performance information in accordance with the format contained in Attachment 1.1 of the ITO.

The Past Performance volume shall include a team list, which includes the prime contractor, all significant subcontractors, teaming partners, and/or joint venture partners proposed to perform the work outlined in the solicitation. The offeror shall describe the portion of effort each team member is proposed to perform in relation to the Factor 1 Technical subfactors, Factor 3 Price, and address the Scope, Magnitude and Complexity of the work performed. The Government Past Performance Evaluation Team (PPET) evaluates each member of the offeror’s team for relevancy and performance, based on their proposed portion of effort. Therefore, it is important for the offeror to provide a detailed portion of effort description, in order for the PPET to conduct an accurate assessment. Offerors shall also provide approximate percentages for portion of effort for each team member. For the Past Performance evaluation, the Government will use data provided by the offeror in the Past Performance volume, as well as data obtained from other sources.

4.1.2. Along with the information required in this paragraph, the offeror shall submit a consent letter (Attachment 1.4) executed by each subcontractor, teaming partner, and/or joint venture partner, authorizing release of adverse past performance information to the offeror so the offeror can respond to such information. For each identified effort for a commercial customer, the offeror shall also submit a client authorization letter (Attachment 1.5) authorizing release to the Government of requested information on the offeror’s performance.

4.2. Early Proposal Information

4.2.1 Each offeror is requested to submit the Past Performance volume fifteen (15) calendar days prior to the solicitation closing date. The Past Performance volume early proposal information is a request and not a requirement. Failure to submit early proposal information will not result in offeror disqualification, nor will offerors be penalized

4.2.2. As soon as practicable, offerors shall complete Section 1 of the attached Past Performance Questionnaire (Attachment 1.2) and e-mail it and the Performance Questionnaire Letter (Attachment 1.3) to all points of contacts (POCs) the offeror has listed in the Past Performance Information Form (Attachment 1.1). The POCs will complete the questionnaires and forward them directly to the Past Performance Evaluation Team (PPET). (Attn: Sacia Fowler). Email address for questionnaires is sacia.fowler@us.af.mil. RESPONDENTS TO THE QUESTIONNAIRES

SHALL NOT SEND THE COMPLETED INFORMATION SHEETS BACK TO THE OFFEROR.

Offerors shall not follow-up with respondents to ensure they have completed the questionnaires.

The PPET will conduct such follow-up with any POC as necessary.

4.3. Relevant Contracts

4.3.1. The offeror shall provide Past Performance Information (PPI) on current or previous contracts (or efforts). The PPI shall be completed in accordance with Addendum to FAR 52.212-1, Attachment 1.1, Past Performance Information Form (identified in this document as “PPIF”). The offeror shall submit PPIFs for contracts which include all or some performance within the past three years, as defined in Addendum to FAR 52.212-2, para 2.3.2.1 Recency Assessment. Request each offeror submit up to three (3) PPIFs for the prime contractor, and up to three (3) PPIFs for each significant subcontractor/teaming partner. Significant subcontractor is defined as a contractor who is proposed to perform over 5% of the total effort, or a contractor who is proposed to perform less than 5% of the total effort, but is determined to be performing a critical function. NOTE: The requested number of PPIFs for the prime and subcontractors are preferences and not requirements. Offerors may submit more than the preferred number, if the offeror believes the extra contracts are needed to fully describe their relevancy. Offerors who submit less than the preferred number of PPIFs are not automatically assigned a “Neutral Confidence” rating. Fewer numbers may be acceptable, if the Government determines there is sufficient information to determine a confidence rating. Request each PPIF not exceed a target of 8 pages, although more or less may be submitted, if necessary and relevant to the Technical Training and Support Services program.

4.3.2. PPI Relevant Contract Narrative

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

Specifically, the narrative should focus on similarities to the Factor 1 Technical subfactors, Factor 3 Price, and Scope, Magnitude, and Complexity, as defined in Addendum to FAR 52.212-2, paragraph 2.3.2.2, and should be tailored to the proposed portion of effort. Categorize the relevant information into the specific technical subfactors and price assessment used to evaluate the proposal. The narrative may include a discussion of efforts accomplished by the offeror to resolve problems encountered on prior contracts as well as past efforts to identify and manage program risk. Merely having problems does not automatically equate to a Limited or No Confidence rating, since the problems encountered may have been on a more complex program, or an offeror may have subsequently demonstrated the ability to overcome the problems encountered. The offeror shall clearly demonstrate management actions employed in overcoming problems and the effects of those actions, in terms of improvements achieved or problems rectified. This may allow the offeror to be considered a higher confidence candidate. For example, submittal of quality performance indicators or other management indicators that clearly support that an offeror has overcome past problems is required. The offeror is requested to limit the narrative to a maximum of 5 pages. However, the offeror may exceed the requested page limit, if determined necessary to fully describe relevancy.

4.3.3. Organizational Structure Change History

Many companies have acquired, been acquired by, or otherwise merged with other companies and/or reorganized their divisions, business groups, subsidiary companies, etc. In many cases, these changes have taken place during the time of performance of relevant past efforts or between the conclusion of recent past efforts and this source selection. As a result, it is sometimes difficult to determine what past performance is relevant to this acquisition. To facilitate this relevancy determination, offeror’s shall include a "roadmap" describing all such changes in the organization of the offeror’s company. A pamphlet or other commercial document describing such reorganizations may suffice. As part of this explanation, show how these changes impact the relevance of any efforts you identify for past performance evaluation/performance confidence assessment. Since the Government intends to consider past performance information provided by other sources as well as that provided by the offeror(s), the "roadmap" should be both specifically applicable to the efforts identified, yet general enough to apply to efforts on which the Government receives information from other sources.

5.0. Factor 3 – Price

5.1. In the price volume, the Offeror shall provide the following information in addition to the pricing in Supplies or Services and Prices/Cost Section (Part B) of the solicitation. These instructions are to assist you in submitting information required to evaluate the reasonableness of your proposed price. Compliance with these instructions is mandatory and failure to comply may result in rejection of your proposal.

5.2. General Instructions

Information beyond that required by this instruction shall not be submitted, unless you consider it essential to document or support your price position. All information relating to the proposed price including all required supporting documentation must be included in the section of the proposal designated as the Price Volume. Under no circumstances shall this information and documentation be included elsewhere in the proposal.

5.2.1. Price Reasonableness

The Government will evaluate proposals for reasonableness. Normally, price reasonableness is established through adequate price competition, but may also be determined through other price analysis techniques. The burden of proof for credibility of proposed costs/prices rests with the offeror. Offerors shall provide sufficient rationale describing how prices were developed (such as assumptions, historical data, projections, expertise, management decisions, etc.).

5.2.2 Balance

The Government will evaluate proposals for balance. The offeror is cautioned against submitting an offer which exhibits unbalanced pricing. Unbalanced pricing may increase performance risk and could result in payment of unreasonable or unrealistic prices. For this acquisition, balanced pricing is determined with respect to year-to-year price variances for separately priced CLINs.

Offerors shall provide rationale for any proposed CLIN price increase greater than 5% from one year to another, or any proposed CLIN price decrease from one year to another. Unexplained price variances from year-to-year could suggest unbalanced pricing. It is in the Offerors best interest to provide explanations or supporting rationale for any significant annual CLIN price variances.

To assist in the determination of balanced pricing, Offerors shall complete the attached Class Price List (Attachment 6). Completion of the Class Price List allows efficient comparison of proposed pricing with the PWS requirements.

5.2.3 Price Realism

The Government will evaluate proposals for price realism to determine whether proposed prices are based on an adequate understanding of contract requirements. Offerors shall provide sufficient rationale describing how prices were developed (such as assumptions, historical data, projections, expertise, management decisions, etc).

5.2.4. Cost or Pricing Information Requirements

FAR 12.209 gives the requirement to establish price reasonableness in accordance with 13.106-3 (Simplified Acquisition Procedures), 14.408-2 (Sealed Bidding), or 15.4 (Contract Pricing by Negotiation), as applicable. FAR part 15 applies. In accordance with FAR 15.403-3-1(b), prices based on adequate price competition do not require submission of cost or pricing data. In accordance with FAR 15.403-3(a), however, information other than cost or pricing data may be required to support price reasonableness. FAR 15.403-3(a)(1) provides for obtaining information other than cost or pricing data if needed to determine price reasonableness.

Therefore, the FAR does not preclude the requirement for obtaining other than cost or pricing data under certain circumstances and the Government reserves the right to obtain data as appropriate. Should the CO determine proposed prices to appear unreasonable or the possibility that an Offeror does not fully understand the requirement, the Offerors may be required to support price reasonableness via other than cost or pricing data. If, after receipt of proposals, the CO determines that there is insufficient information available to determine price reasonableness and none of the exceptions in FAR 15.403-1 apply, the offeror shall be required to submit cost or pricing data.

5.2.5. Rounding

All dollar amounts shall be rounded to the nearest penny.

5.3. Volume Organization.

The Price volume shall consist of the following:

a. Copy of “Supplies or Services and Prices” (Section B) from RFP with Offeror’s proposed prices included.

5.4. Annual Price Changes

Proposed price increases greater than 5% per period shall be verified and addressed for reasonableness in this section.

5.4.1. Service Contract Labor Standards (SCLS)

It is the responsibility of the Offeror and the subsequent contract awardee to comply with the Services Contract Labor Standards (SCLS). In this section of the Price Volume, a table shall be provided conforming (linking) the Offeror’s proposed job categories/skill levels considered subject to the SCLS with the job categories/skill levels of the Wage Determination (WD). This cross-reference provides a tie between the labor categories/skill levels proposed and the labor categories/skill levels listed in the SCLS WD.

5.4.2. Other Documentation

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

5.4.3. Probable Subcontractors

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

6.0. Contract Documentation

6.1. Model Contract/Representations and Certifications

The purpose of this volume is to provide information to the Government for preparing the contract document and supporting file. The offeror's proposal shall include a signed copy of the Model Contract.

6.1.1. Solicitation/Contract Form

Completion of blocks 12, 17 and signature and date for blocks 30a, 30b and 30c of the SF1449.

Signature by the offeror on the SF1449 constitutes an offer, which the Government may accept.

The "original" copy should be clearly marked under separate cover and should be provided without any punched holes.

6.1.2. Supplies or Services and Costs/Prices

Completed pricing information in Section B of the model contract.

6.1.3. Contract Clauses

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

6.1.4. Representations, Certifications, and other Statements of Offerors The offeror has completed the annual representations and certification electronically via beta.sam.gov. After reviewing the beta.sam site information, the offeror verifies by submission of this offer that the representations and certifications currently posted electronically at FAR 52.212-3, Offeror Representations and Certifications—Commercial Items are correct.

6.2. Exceptions to Solicitation Requirements

Offerors are required to meet all solicitation requirements, such as terms and conditions, representations and certifications, and technical requirements, in addition to those identified as evaluation factors or subfactors. Failure to meet a requirement may result in an offer being ineligible for award. Offerors must clearly identify any exception to the solicitation terms and conditions and provide complete accompanying rationale. Each exception shall be specifically related to each paragraph and/or specific part of the solicitation to which the exception is taken.

Provide rationale in support of the exception and fully explain its impact, if any, on the performance, schedule, cost, and specific requirements of the solicitation. This information shall be provided in the format and content of Table 6.2. Offerors are cautioned the Government could determine any identified exceptions to be unacceptable, which would make the proposal ineligible for award.

Table 6.2 - Solicitation Exceptions

Solicitation Document

Page/ Paragraph

Requirement/ Portion

Rationale

SOO, SOW, SPEC, Applicable Identify the requirement or Describe Model Contract, ITO, Page and portion to which exception why the etc. Paragraph is taken requirement

Numbers can/will not be met

6.3. Other Information Required

6.3.1. Ombudsman

An Ombudsman has been appointed to hear concerns from offerors or potential offerors during the proposal development phase of this acquisition. The Ombudsman does not diminish the authority of the program director or CO, but communicates offeror concerns, issues, disagreements and recommendations to the appropriate Government personnel. When requested, the Ombudsman shall maintain strict confidentiality as to the source of the concern. The Ombudsman does not participate in the evaluation of proposals or in the source selection process; interested parties are invited to call OC-ALC/PKC at 405-736-3273.

6.3.2. Authorized Offeror Personnel

Provide the name, title, and telephone number of the company/division point of contact regarding decisions made with respect to your proposal and who can obligate your company contractually. Also, identify those individuals authorized to negotiate with the Government.

6.3.3. Government Offices

Provide the mailing address, telephone and fax numbers and facility codes for the cognizant Contract Administration Office, DCAA, and Government Paying Office. Also, provide the name and telephone and fax number for the Administrative Contracting Officer (ACO).

6.3.4. Company/Division Address, Identifying Codes, and Applicable Designations Provide company/division's street address, county and facility code; CAGE code; DUNS code;

TIN; size of business (large or small); and labor surplus area designation. This same information must be provided if the work for this contract will be performed at any other location(s). List all locations where work is to be performed and indicate whether such facility is a division, affiliate, or subcontractor, and the percentage of work to be performed at each location.

6.3.5. Attachments to the Model Contract

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

LIST OF DOCUMENTS, EXHIBITS OR ATTACHMENTS

Form Number Description/File Date Number of Pages Attachment 1 Wage Determination Attachment 2 Government Furnished

Property Attachment 3 Performance Work Statement

(PWS)

Attachment 4 Class Price List Attachment 5 Addendum to FAR 52.212-1 Attachment 6 Addendum to FAR 52.212-2

ITO ATTACHMENTS

PAST PERFORMANCE PACKAGE ATTACHMENT

ITO Attachment – 1.1 PAST PERFORMANCE INFORMATION FORM (PPIF)

ITO Attachment – 1.2 PAST AND PRESENT PERFORMANCE QUESTIONNAIRE

ITO Attachment – 1.3 SAMPLE QUESTIONNAIRE COVER LETTER

ITO Attachment – 1.4 SAMPLE CONSENT LETTER

ITO Attachment – 1.5 SAMPLE CLIENT AUTHORIZATION LETTER

ITO Attachment – 2.0 PROPOSED TEAM LIST

ITO Attachment 1.1

PAST PERFORMANCE INFORMATION FORM

Provide the information requested in this form for each contract/program being described.

Provide frank, concise comments regarding your performance on the contracts you identify.

Request each offeror submit 3 forms for the prime Contractor and 3 for each significant subcontractor/teaming partner.

A. Offeror Name (Company/Division):

CAGE Code:

DUNS Number:

(NOTE: If the company or division performing this effort is different than the offeror or the relevance of this effort to the instant acquisition is impacted by any company/corporate organizational change, note those changes. Refer to the "Organizational Structure Change History" you provided as part of your Past Performance Volume).

B. Program Title:

C. Contract Specifics:

1. Contracting Agency or Customer:

2. Contract Number:

3. Contract Type:

(If multiple types (i.e. Firm-Fixed Price with Time & Material), list percentage and dollar amount of Firm-Fixed Price portion)

4. Period of Performance:

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

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

7. If Amounts for 5 and 6 above are different, provide a brief description of the reason:

D. Brief Description of Effort as Prime or Subcontractor (Please indicate whether it was development and/or production, or other acquisition phase and highlight portions considered most relevant to current acquisition)

E. Completion Date:

1. Original date:

2. Current Schedule:

3. Estimate at Completion:

4. How Many Times Changed:

5. Primary Causes of Change:

F. Are there Contractor Performance Assessment Reports (CPARS) or other Past Performance Reports available for this contract? YES NO

G. Primary Customer Points of Contact: (For Government contracts, provide current information on all three individuals. For commercial contracts, provide points of contact fulfilling these same roles).

1. Program Manager and/or Name:

Site Manager Office:

Address:

Telephone:

Fax Number:

Email:

2. Contracting Officer Name:

Office:

Address:

Telephone:

Fax Number:

Email:

3. Administrative Name:

Contracting Officer Office:

Address:

Telephone:

Fax Number:

Email:

H. Address any technical (or other) area about this contract/program considered unique.

I. For each of the applicable subfactors under the technical factor in the “Evaluation Criteria for Award, illustrate how your experience on this program applies to that subfactor, if you are to perform the same effort on the proposed contract.

J. Specify, by name, any key individual(s) who participated in this evaluated program and are to support the proposed effort. Also, indicate their contractual roles for both acquisitions.

K. Describe the nature or portion of the work on the proposed effort to be performed by the business entity being reported here. Also estimate the percentage of the total proposed effort tobe performed by this entity, and whether this entity will be performing as the prime, subcontractor or a corporate division related to the prime (define relationship)

ITO ATTACHMENT 1.2

PAST AND PRESENT PERFORMANCE QUESTIONNAIRE

WHEN FILLED IN THIS DOCUMENT IS SOURCE SELECTION SENSITIVE INFORMATION

IAW FAR 3.104

SECTION 1: CONTRACT IDENTIFICATION

A. Contractor:

B. Cage Code of contractor contract was awarded to:

C. Contract number:

D. Contract type:

(If multiple types (i.e. Firm-Fixed Price with Time & Material), list percentage and dollar amount of Firm-Fixed Price portion)

E. Was this a competitive contract? Yes No

F. Period of performance:

G. Initial contract cost: $

H. Current/final contract cost: $

I. Reasons for differences between initial contract cost and final contract costs:

J. Description of service provided:

SECTION 2: CUSTOMER OR AGENCY IDENTIFICATION

A. Customer or agency name:

B. Customer or agency description (if applicable):

C. Geographic description of services under this contract, i.e. local, nationwide, worldwide, other Commands:

SECTION 3. EVALUATOR IDENTIFICATION

A. Evaluator's name:

B. Evaluator's title:

C. Evaluator's phone/fax number:

D. Evaluator’s email:

E. Number of years evaluator worked on subject contract:

SECTION 4: EVALUATION

Please indicate your satisfaction with the contractor’s performance by placing an “X” in the appropriate block using the scale provided to the right of each question. This scale is defined as follows:

CODE PERFORMANCE LEVEL

G GREEN/SATISFACTORY – The contractor’s performance meets contractual requirements. The contractual performance contained some minor problems for which corrective actions taken by the contractor appear or were satisfactory.

Y YELLOW/MARGINAL – Performance does not meet some contractual requirements. The contractual performance reflects a serious problem for which the contractor has not yet identified corrective actions or the contractor’s proposed actions appear only marginally effective or were not fully implemented.

R RED/UNSATISFACTORY – Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The contractual performance contains serious problem(s) for which the contractor’s corrective actions appear or were ineffective.

N NOT APPLICABLE - Unable to provide a score.

Subfactor 1 Resource Management

G Y R N

RM1. Did the contractor adequately provide a qualified, experienced contract manager who is knowledgeable and able to meet program milestones, requirements, resolve problems, communicate with customer and report program status.

RM2. Did the contractor adequately provide qualified, experienced couseware developers who are knowledgeable and able to meet program requirements.

RM3. Did the contractor adequately provide qualified, experienced course instructors who are knowledgeable and able to meet program requirements?

RM4. Did the contractor adequately provide the contractor furnished equipment by contract start date.

Subfactor 2 Phase-In Plan

G Y R N

PIP 1. Did the contractor adequately manage and accomplish transition and phase-in, which ensures completion all workforce requirements within 30 calendar days

Factor 3 Price Performance

G Y R N

P1. Were funds status reporting accurate and timely? If not, please explain.

P2. Did the contractor submit timely proposals for additional customer and/or unscheduled requirements and perform within proposed prices? If not, please explain.

P3. Did the contractor promote savings for the customer and ensure best value commercial pricing in proposals? Please explain.

P4. Did the contractor adhere to contract price/cost? If not, please explain.

2. Please discuss each and every response for which you indicated, Y/M (Yellow/Marginal) or R/U (Red/Unsatisfactory) in response to the questions above (use additional sheets, if necessary).

3. Government Contracts Only: Has/was this contract been partially or completely terminated for default or convenience or are there any pending terminations? Yes No

Default_ Convenience Pending Terminations If yes, please explain (e.g., inability to meet cost, performance, or delivery schedules, etc).

SECTION 5: NARRATIVE SUMMARY

What were the contractor’s most positive aspects in the performance of the contract?

What were the contractor’s most negative aspects in the performance of the contract?

Would you have any reservations about soliciting this contractor in the future or having them perform one of your critical and demanding programs?

Please provide any additional comments concerning this contractor’s performance, as desired.

Evaluator’s Signature Date

Thank you for your prompt response and assistance!

Please return this completed questionnaire via email to:

DEPARTMENT OF THE AIR FORCE

AFSC/PZIMC ATTN: Tim Gaines paul.gaines.1@us.af.mil

ITO Attachment 1.3 Sample Questionnaire Cover Letter

LETTERHEAD Date

FOR OFFICIAL USE ONLY

SUBJECT: Present/Past Performance Questionnaire for the XXXX Program Solicitation Concerning Contract Numbers(s) (CONTRACT AND ORDER NUMBER (IF APPLICABLE) TO BE EVALUATED).

The effort was performed by (SPECIFIC ENTITY THAT PERFORMED THE WORK) under (CAGE

CODE).

(a) We are currently responding to Maintenance Contracting Branch, Air Force Sustainment Center (AFSC/PZIMC), Tinker Air Force Base, Oklahoma, Request for Proposal (RFP) FA813221RXXX for Technical Training Services. This acquisition is being conducted as a price performance trade-off source selection. The RFP specifically requires that we, as an Offeror, send the attached questionnaire to several points of contact (POC) on recent and relevant efforts that we (or a proposed team member) have performed. As such, please take a few moments of your time to fill out the attached questionnaire.

(b) DO NOT RETURN THE COMPLETED QUESTIONNAIRE TO US. The information contained in the completed Present/Past Performance Questionnaire is considered sensitive and cannot be released to us, the Offeror. The completed Present/Past Performance Questionnaire should be sent directly to the Government not later than (DATE TO BE INSERTED BY OFFEROR). The questionnaires should be faxed to: OFFICE, ATTN: Sacia Fowler, e- mailed to the following address: sacia.fowler@us.af.mil

(c) If you have any questions regarding the source selection, contact the Contracting Officer, Sacia Fowler. If you have questions regarding the clarification of contract number, POC or program title on the questionnaire, please contact ATTN: Sacia Fowler at sacia.fowler@us.af.mil

(d) Thank you for your timely assistance.

Sincerely, (TITLE AND NAME OF COMPANY OFFICIAL)

Attachment: Present/Past Performance Questionnaire

NOTE: Offeror to insert information where there is (italics text surrounded by parentheses) in the sample letter.

SUBCONTRACTOR/TEAMING PARTNER CONSENT FORM FOR THE RELEASE OR PAST AND

PRESENT PERFORMANCE INFORMATION TO THE PRIME CONTRACTOR

Past performance information concerning subcontractors and teaming partners cannot be disclosed to a private party without the subcontractor’s or teaming partner’s consent. Because a prime contractor is a private party, the Government will need that consent before disclosing subcontractor/teaming partner past and present performance information to the prime during exchanges. In an effort to assist the Government’s Past Performance Evaluation Team (PPET) in assessing your past performance relevancy and confidence, we request the following consent form be completed by the major subcontractors/ teaming partners identified in your proposal. The completed consent forms should be submitted as part of your Past Performance Volume.

ITO Attachment 1.4

SAMPLE CONSENT LETTER

Dear (Contracting Officer)

We are currently participating as a (subcontractor/teaming partner) with (prime contractor or name of entity providing proposal) in responding to the Department of the Air Force (location) request for Proposal (solicitation number) for the (program title or description of effort).

We understand that the Government is placing increased emphasis on past performance in order to obtain best value in source selections. In order to facilitate the performance confidence assessment process we are signing this consent form to allow you to discuss our past and present performance information with the prime contractor during the source selection process.

(Signature and Title of individual who has the authority to sign for and legally bind the company)

Company Name:

Address:

ITO ATTACHMENT 1.5

SAMPLE CLIENT AUTHORIZATION LETTER

In an effort to assist the Government’s Past Performance Evaluation Team (PPET) in assessing your past performance on recent and relevant commercial contracts, we recommend that the following letter be sent to your points of contact for those commercial efforts that you identify in your Past Performance Volume:

SAMPLE CLIENT AUTHORIZATION LETTER

(for commercial contracts) Note: This should be placed on company letterhead

Client Authorization Letter

Dear (Commercial Client/Customer)

We are currently responding to the Department of the Air Force, AFSC/PZIMC Request for Proposal (RFP No.) for the (program title or description of effort).

The Government is placing increased emphasis on past performance in order to obtain best value in source selections. They are requesting that clients of companies who submit proposals in response to their RFP for the program/effort identified above be identified and that their participation in the validation process be requested. Therefore, in the event you are contacted for information on work we have performed on (list program); you are hereby authorized to respond to those inquiries.

We have identified Mr./Ms. (Name) of your organization as the point of contact based on their knowledge concerning our work. Your cooperation is appreciated. Any questions may be directed to (Name, title, phone number and fax number for the POC)

ITO Attachment 2.0

PROPOSED TEAM LIST

TEAMING LIST

Offeror (Prime) Contractor: CAGE Code: DUNS Number:

Designation Codes:

Joint Venture: JV

Informal Joint Venture: IJV Prime/Sub: PS Mentor/Protégé: M

Subs/Teaming Contractor:

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.