Attachment 4 - Ordering Procedures.docx

Attachment 4

ORDERING PROCEDURES

Indefinite-Delivery / Indefinite-Quantity (IDIQ) Contract Issued Under RFO FAR Part 16

Note: Tailored/final ordering procedures will be finalized post award. This document describes the general process.

1. GENERAL

These Ordering Procedures are established pursuant to FAR 16.505 as implemented under the Revolutionary FAR Overhaul (RFO) and govern the placement of task orders under this IDIQ contract.

All task orders issued under this IDIQ shall be within the scope, terms, and conditions of the basic IDIQ contract and shall be issued by a warranted Contracting Officer (CO).

2. AUTHORITY TO ISSUE TASK ORDERS

Only the Contracting Officer identified in the task order, or a duly authorized successor, is authorized to issue task orders under this contract.

The Contracting Officer’s Representative (COR) may provide technical input and recommendations; however, the COR does not have authority to issue, modify, or direct changes to task orders.

3. ORDERING PERIOD

Task orders may be issued at any time during the effective ordering period of the IDIQ contract, including any exercised option periods, subject to the ceiling value of the IDIQ.

Task orders may extend beyond the expiration of the ordering period, provided the task order is issued prior to the end of the ordering period and performance remains consistent with the terms of the basic contract.

4. FAIR OPPORTUNITY

4.1 General Rule

In accordance with FAR 16.505(b), each awardee under this IDIQ contract shall be provided a fair opportunity to be considered for each task order exceeding the micro-purchase threshold, unless an exception applies.

The Contracting Officer retains broad discretion under the RFO to tailor the fair opportunity process to the circumstances of the requirement, consistent with efficiency, mission needs, and sound business judgment.

4.2 Methods for Providing Fair Opportunity

The Contracting Officer may provide fair opportunity using one or more of the following methods:

· Written task order request (TOR) issued to all IDIQ holders

· Email request for technical and/or price submissions

· Oral presentations

· Requests for capability statements or technical approaches

· Any streamlined evaluation method appropriate to the value and complexity of the task order The level of detail requested and the evaluation methodology shall be commensurate with the size, scope, and risk of the task order.

5. EXCEPTIONS TO FAIR OPPORTUNITY

The Contracting Officer may waive fair opportunity in accordance with FAR 16.505(b)(2) when one or more of the following circumstances apply:

· Urgent and compelling circumstances

· Only one awardee is capable of performing the work

· The task order must be issued to satisfy a minimum guarantee

· The task order is a logical follow-on to a previously competed task order

· A statute expressly authorizes or requires placement with a particular contractor When an exception is used, the Contracting Officer shall document the rationale in the official contract file in accordance with RFO documentation standards.

6. TASK ORDER REQUEST (TOR)

When fair opportunity is provided, the Government will issue a Task Order Request (TOR) that may include, as applicable:

· Performance Work Statement (PWS)

· Period of performance

· Applicable labor categories or deliverables

· Instructions for submission

· Basis for award (e.g., best value, lowest-price technically acceptable, or other RFO-authorized approach)

· Evaluation factors

7. TASK ORDER PROPOSALS

Contractors shall submit task order proposals in the format and by the deadline specified in the TOR.

Proposals may be limited to technical capability, staffing, management approach, price, or any combination thereof, as determined appropriate by the Contracting Officer.

8. EVALUATION AND AWARD

Task orders shall be evaluated in accordance with the criteria set forth in the TOR.

Under the RFO, the Contracting Officer may:

· Conduct streamlined evaluations

· Use comparative assessments rather than formal ratings

· Rely on prior task order performance under the IDIQ

· Make award without discussions when appropriate The Contracting Officer shall document the basis for award in the contract file consistent with FAR 16.505 and RFO principles.

9. TASK ORDER TYPES

Task orders issued under this IDIQ may be issued on any contract type authorized by the basic contract, including but not limited to:

· Time-and-Materials (T&M) Any required Determinations and Findings (D&Fs) shall be completed prior to task order award, as applicable.

10. MODIFICATIONS TO TASK ORDERS

Only the Contracting Officer may modify task orders. Modifications may be issued to:

· Change scope within the bounds of the IDIQ

· Adjust funding

· Extend performance periods

· Incorporate administrative changes Bilateral modifications shall be used when required by FAR or contract terms; unilateral modifications may be used when authorized.

11. MINIMUM AND MAXIMUM OBLIGATIONS

· The Government’s obligation is limited to the minimum guarantee stated in the IDIQ contract.

· The Government is not obligated to issue task orders beyond the minimum guarantee.

· The total value of all task orders shall not exceed the maximum contract ceiling.

12. ORDER OF PRECEDENCE

In the event of a conflict between a task order and the basic IDIQ contract, the terms of the basic IDIQ contract shall control, unless otherwise expressly stated in the task order.