B08 Solicitation Attachment 1- Addendum to 52.212-1 Instructions to Offerors.docx

ADDENDUM 52.212-1 INSTRUCTIONS

Addendum to 52.212-1 Instructions to Offerors – Commercial Items Failure to comply with any of the instructions may result in a proposal being removed from further consideration.

1 INTRODUCTION.

1.1 This Request for Proposal (RFP) is in support of Defense Health Agency (DHA), TRICARE Overseas Program Office to perform Women, Infants, and Children (WIC) Overseas Program Support Services.

1.2 The Point of Contact for this RFP is Nathan Anderson, Nathan.p.anderson19.civ@health.mil

2 PROPOSAL CONTENT AND INSTRUCTIONS FOR PREPARATION OF PROPOSALS.

2.1 The instructions provided specify the format and content that Offerors shall use in response to this solicitation. The intent is not to restrict the Offerors in the manner in which they will perform their work but rather to ensure uniformity in the format of the responses for evaluation purposes. This requirement is a 100% set-aside for 8(a) small business concerns under North American Industry Classification Code (NAICS) 541611, Administrative Management and General Management Consulting Services. The size standard for NAICS 541611 is $25 million. Proposals will only be accepted from contractors who are considered an 8(a) Small Business under NAICS 541611 on the date of proposal receipt. Offerors must submit a proposal that is legible and comprehensive enough to provide the basis for a sound evaluation by the Government. Information provided should be precise, factual, and complete. Legibility, clarity, completeness, and responsiveness are important. Proposals shall be in the form prescribed by, and shall contain a response to, each of the areas identified in the solicitation. Any proposal that does not meet the requirements of the solicitation may be determined to be substantially incomplete and may result in rejection of the Offeror’s entire proposal from further consideration. Only one contract is anticipated to result from this RFP; however, the Government reserves the right to withdraw, modify, or eliminate various aspects of the requirement determined to be too costly or impractical prior to award.

2.2 The Offeror shall include two separate volumes in response to the solicitation:

a. Volume I* – Technical Proposal;

b. Volume II – Business Proposal.

*No pricing information shall be included in Volume I.

Two separate and complete volumes (listed above) shall be submitted by the closing date specified in this RFP. If any one proposal volume is received past the stated closing date specified in this RFP, the entire proposal will be considered late. No further consideration will be given to any Offeror who submits any of these volumes late in accordance with Revolutionary FAR Overhaul (RFO) 52.212-1(c).

2.2.1 Administrative Format Instructions. Both volumes should contain the following items in addition to the technical/descriptive data required by this RFP:

a. Cover Page which includes the following:

i) RFP Number;

ii) Offeror name, mailing address, and website address;

iii) CAGE Code, DUNS number and TIN;

iv) Date submitted and proposal expiration date;

v) All of the above-cited information for each entity on the proposed team, if a team is proposed;

vi) Do you have a Government approved accounting system? If so, please identify the agency that approved the system;

vii) Type of Company (i.e., small business, 8(a), woman owned, veteran owned, etc.) as validated via the System for Award Management (SAM); and

viii) Company Point of Contact (POC), Phone and Email address.

b. Table of contents which provides sufficient detail as to allow the important elements to be easily located.

c. Each page of each document should have a footer indicating the name of the Offeror, “page X of Y,” and the following legend “Source Selection Information: See RFO 2.101 and 3.104.”

2.2.2 Formatting. Proposal content shall be in Microsoft Office for Windows format (2007 or 1997-2003) or newer, either .doc or .docx file and/or searchable Adobe Acrobat (.pdf file), with one (1) inch margins all around, Times New Roman font of not less than ten (10) point font size.

2.2.3 Page Limits.

2.2.3.1 The Volume I – Technical Proposal is limited to twenty-five (25) pages. Pages should be numbered consecutively throughout the document and not by sections. For any sections of a proposal with a defined page limit, pages exceeding the specified limit will be removed and not forwarded for evaluation. The following sections are not subject to the twenty-five (25) page limit:

a. Cover Page (Not to exceed one (1) page);

b. Table of Contents;

c. Incoming Transition Plan (Not to exceed six (6) pages);

d. Resumes for Key Personnel;

e. Letters of Intent for Key Personnel (signed);

f. Quality Control Plan (Not to exceed ten (10) pages);

g. Program Management Plan (Not to exceed ten (10) pages);

h. Past Performance (Not to exceed twelve (12) pages);

i. Level of Effort/Staffing Plan; Organizational Conflict of Interest (OCI) Certification and OCI Avoidance or Mitigation Plan (if necessary); and

j. Government Furnished Property (GFP)/Government Furnished Equipment (GFE)/Government Furnished Information (GFI) (If required – The Government does not anticipate that any contractor will need to utilize this exception to the page count).

2.2.3.2 The Volume II – Business Proposal does not have a page limit.

2.3 Volume I – Technical Proposal. The Offeror’s Technical Proposal shall clearly reflect the Offeror’s approach to execute and comply with the performance requirements identified in the PWS, regardless of the Government’s estimated effort. The Offeror’s Technical Proposal, including any supporting documentation, is to be clear and concise. Technical Proposals shall not include any pricing information. In accordance with file submission requirements given in this section, the Offeror shall submit a written Technical Proposal that effectively demonstrates the following:

2.3.1 Factor 1 – Technical Approach. The Offeror shall submit a written technical approach, which effectively demonstrates:

2.3.1.1 A clear understanding of the PWS tasks and ability to successfully perform services in accordance with the PWS.

2.3.1.2 The offeror’s ability to perform management and administrative support services to WIC Overseas directorates within the Defense Health Agency (DHA) specifically addressing:

a. A technical approach and overall ability to perform WIC Overseas program support as described in the PWS.

b. An ability to provide program support for all of the WIC Overseas offices to include marketing the program, providing nutrition education, and screening participants to determine eligibility.

c. An ability to execute the WIC Overseas benefit to include issuing EBT cards and processing the EBT transactions.

d. An ability to provide technical support to the WIC Overseas offices to maintain and enhance the Participant Information Management System (PIMS).

e. An ability to provide logistical support services for all WIC Overseas offices to include the offerors proposed infrastructure and expedited items methodology.

f. An ability to maintain the Authority to Operate for PIMS and comply with all DoW Information Technology standards.

2.3.1.3 Provide an Incoming Transition Plan for sixty (60) days of incoming transition. The Incoming Transition Plan shall not exceed six (6) pages and is to be submitted as part of the Offeror’s Technical Proposal. This plan shall document how the Offeror will meet and comply with the specific requirements established in Section 1.6.1.1 in the PWS.

2.3.2 Factor 2 – Program Management Approach and Quality Control Approach. The Offeror shall submit the following:

2.3.2.1 The Offeror shall furnish a management plan narrative to implementing, managing, and administering tasks similar in size, scope, and complexity to the ones specified in the PWS. The management plan shall include an organizational structure, communication, project management, and responsibilities, to include subcontractor and consultant relationships. The management plan shall identify roles and responsibilities of each.

2.3.2.2 The Offeror shall explain how their chain of command practices, management structure (to include identification of key personnel within the management structure), and lines of authority that will contribute in a positive manner to ensuring completion of all tasks. This should emphasize schedule and risk management, communications, transparency, accounting, crosschecks, and subcontractor management on progress towards the completion of a technical refresh early enough to take necessary corrective actions, and flexibility in allocating resources based on Government priorities.

2.3.2.3 Corporate Teaming and Subcontractors (if applicable). The Offeror shall describe each teaming members’ technical roles and related experience, to include subcontractor and consultant roles and related experience. The Offeror will explain how these corporate teaming and subcontractors will benefit the Government and increase the likelihood of successful contract performance.

2.3.2.4 Level of Effort/Staffing Plan. The Level of Effort/Staffing Plan shall clearly describe the full range of staffing resources to include but not be limited to resource planning processes/procedures, management methods, and other associated details that ensure sufficient qualified resources are recruited, staffed, and retained to meet the Government’s requirements in the PWS. The proposed approach shall demonstrate how the Offeror intends to manage unexpected turnover and how that plan minimizes the impact on contract performance. The Level of Effort/Staffing Plan shall detail the Offeror’s staffing plan and provide a definition of the primary skill set required for each role.

2.3.2.5 The level of effort proposed must be consistent with the proposed solution outlined in the Offeror’s Technical Proposal. The proposal shall fully document Offeror’s technical approach as it equates to the level of effort proposed with a matrix cross-mapping PWS tasks, the Offeror’s proposed approach(es), and proposed level of effort. The Offeror provides a table depicting the following:

For reference, the Government has provided an estimated level of effort in section 2.4.8 below.

2.3.2.6 Quality Control. The Offeror shall submit a Quality Control Plan (PWS 1.10) that effectively demonstrates: how each task will be evaluated for full performance and acceptability of work from the Offeror's viewpoint. The QCP shall document how the Offeror will meet and comply with the quality standards established in the PWS. At a minimum, the QCP shall include: a self-inspection plan and an outline of the procedures that the contractor will use to maintain quality, timeliness, responsiveness, and customer satisfaction.

2.3.3 Factor 3 – Key Personnel Experience. The Offeror shall submit written information which effectively demonstrates: Key Personnel’s experience identical to, similar to or related to performing services contained within the PWS.

2.3.3.1 For all individuals proposed to fill Key Personnel positions, Offerors shall submit resumes, align Key Personnel to the portion of the PWS that each individual is being proposed to perform. Resumes of Key Personnel do not count against the page totals. Key Personnel resumes shall include a list of relevant training, education, and certifications. Please do not submit resumes for all labor proposed, only for those Key Personnel identified in your proposal. Offerors may submit Key Personnel as they choose; however, all proposed Key Personnel will be subject to PWS section 1.12 and the deviation much be justified by the Offeror.

The Offeror shall propose Key Personnel with knowledge and experience in day-to-day program management, strategic communications, facilitation, and technical meeting support. The Government recommends the Key Personnel positions below:

a. Position Title: Program Manager

b. Position Title: Deputy Program Manager

c. Position Title: Director IM/IT

d. Position Title: Software Development & Evaluation Manager

*See solicitation attachment 3 for Labor Category Description

2.3.3.2 For all individuals proposed to fill Key Personnel positions, Offerors shall submit resumes, align Key Personnel to the portion of the PWS that each individual is being proposed to perform. Resumes of Key Personnel do not count against the page totals. Key Personnel resumes shall include a list of relevant training, education, and certifications. Please do not submit resumes for all labor proposed, only for those Key Personnel identified in your proposal. Offerors may submit Key Personnel as they choose; however, all proposed Key Personnel will be subject to PWS section 1.12 and the deviation much be justified by the Offeror.

2.3.4 Factor 4 – Past Performance.

2.3.4.1 The Offeror shall provide past performance narratives of no more than three (3) contracts/task orders with the Federal Government and/or commercial customers that demonstrate recent and relevant past performance. Recent is defined as within the last five (5) years. Relevant is defined as work similar in complexity and magnitude of the work described in the PWS.

2.3.4.2 The Offeror shall also submit no more than one (1) past performance narrative for each Subcontractor proposed with the Federal Government and/or commercial customers that demonstrate recent and relevant past performance. Recent is defined as within the last five (5) years. Relevant is defined as work similar in complexity and magnitude of the work described in the PWS.

2.3.4.3 The past performance narrative shall include the following information:

a. Project title;

b. Description of the project;

c. Contract number and, if applicable, task order number;

d. Contract amount;

e. Government Agency/Organization;

f. Contracting Officer’s Representative’s name, email, and/or phone number;

g. Contracting Officer’s name, email, and/or phone number;

h. Current status, e.g., completed and/or if in progress, start and estimated completion dates;

i. Contract type;

j. Name of company being referenced;

k. PWS paragraphs that the reference applies to; and

l. A narrative of why the Offeror deems the reference to be relevant to this effort and how it relates to the PWS tasks specifically.

2.3.4.4 The above points of contact must be either Government personnel (civil service or military) or employees of private sector clients with whom the Offeror has provided services. Information provided by or for points of contact who work directly for the Offeror’s company, or indirectly (i.e. in a prime or subcontractor relationship), will NOT be considered relevant.

2.3.4.5 The Government will consider information obtained through other sources (Contractor Performance Assessment Report System (CPARS), Federal Performance and Integrity Information System (FAPIIS), Electronic Document Access (EDA), etc.). Past performance information will be utilized to determine the quality of the contractor’s past performance as it relates to the probability of success of the required effort. In the case of an Offeror without a record of relevant past performance or for whom information on past performance is not available, the Offeror will not be evaluated favorably or unfavorably on past performance (RFO 15.104(b)(3)(i)). The Offeror will receive a neutral rating.

2.3.5 Other Proposal Requirements. The following items shall be included, if applicable, in all proposals. These required submittals are considered for all responsible offerors. Failure to submit may determine an offeror nonresponsive.

2.3.5.1 NDA & OCI Certification. The Offeror shall complete Solicitation Attachment 11- OCI Certification and provide (if necessary) an OCI Avoidance or Mitigation Plan. The OCI certification and OCI Avoidance or Mitigation Plan (if necessary) are excluded from the Technical Proposal page limits.

2.3.5.2 GFP/GFE/GFI. Offerors should include as an attachment to the Technical Proposal, a listing of any GFP/GFE/GFI or contractor-Acquired-Government Owned Property (CAP), not already identified but necessary to perform this task. This attachment is excluded from the Technical Proposal page limits. The Government included a comprehensive GFP/GFE/GFI list (Solicitation Attachment 10) as part of this solicitation and does not anticipate any Offeror requiring to submit additional GFP/GFE/GFI information.

2.3.5.3 Contractor Furnished Items and Responsibilities. The contactor shall provide the necessary workspace for full accomplishment of the PWS tasks. The contractor shall provide any special office furniture/equipment that is required for employees who have special needs/health issues (e.g. specific chairs, keyboards, display screens that are above what the Government procures for Government civilians/government facilities).

2.4 Volume II – Business Proposal/Factor 5 – Price. The Offeror’s Business Proposal shall be a separate volume from the Technical Proposal. Pricing shall include all anticipated costs to fully perform all objectives as stated in the solicitation including option year pricing. Business Proposals shall include the following:

2.4.1 Submission of Cost or Pricing Data. It is expected that this contract will be awarded based upon a determination that there is adequate price competition; therefore, the offeror is not required to submit additional cost or price data (beyond that required by the solicitation) or to certify cost or pricing data with its Proposal. If, after receipt of the Proposals, the Contracting Officer determines that adequate price competition does not exist, in accordance with RFO 15.403-3 and RFO 15.403-4, the offeror shall provide other information requested to be submitted to determine fairness and reasonableness of price, or certified cost or pricing data as requested by the Contracting Officer.

2.4.2 The Offeror must identify the labor category(s) to be utilized for this effort, a description of the skills and experience per category, and the fixed loaded hourly rate(s) proposed, and any other proposed associated costs, for calculating the proposed price for this effort. Subcontractor rate information shall also be included, if applicable. List all Other Direct Costs necessary for the performance of this contract.

2.4.3 The Offeror shall provide a POC authorized to hold discussions/negotiations with the Government in the event those are necessary. This POC shall have the full authority to bind the Offeror to an award. Information required includes: First name, last name, title, email address, phone number, and level of authority.

2.4.4 The Offeror shall provide a POC who will be responsible for reviewing any applicable performance evaluation reports rendered by the Government. This will include electronic performance reports produced via the CPARS Reports. Information required includes: First name, last name, title, email address, phone number, and level of authority.

2.4.5 The Offeror must be registered in SAM in accordance with RFO 52.204-7 and RFO 52.204-13. The Offeror shall verify its SAM record is current, accurate, complete and applicable to this RFP as of the date of this offer and is incorporated in this offer by reference.

2.4.5.1 The Offeror shall complete and submit RFO Provision 52.240-90 [Security Prohibitions and Exclusions Representations and Certifications.] and RFO Provision 52.240-91 [Security Prohibitions and Exclusions] (Refer to RFO Provision 52.240-90 and RFO Provision 52.240-91).

2.4.5.2 The Offeror shall complete and submit RFO Provision 52.209-11 [Representation By Corporations Regarding Delinquent Tax Liability or a Felony Conviction under any Federal Law (April 2026)] (Refer to RFO Provision 52.209-11).

2.4.6 Proposed Pricing. The Offeror’s proposed pricing shall include proposal price assumptions, a price breakout that details pricing by labor category, labor rate, and direct labor hours for all performance periods. Offerors shall submit their total proposed price as Firm-Fixed Price (FFP).

2.4.6.1 RFO 52.217-8-Option to Extend Services: The Government will evaluate RFO 52.217-8 by using the Offeror's proposed pricing for the last option period, prorated six (6) months.

2.4.6.2 Other Direct Costs (ODCs). Profit, General and Administrative (G&A) or Overhead (OH) costs shall not be applied under this contract for these ODC’s. These ODC’s are direct cost-reimbursement only for the life of the contract.

2.4.6.2.1 Travel ODCs: Offeror shall propose travel ODCs as outlined in section 1.8 of the PWS. The Government is providing pre-determined Not to Exceed (NTE) amounts for Travel ODCs as shown in the table below.

2.4.6.2.2 Miscellaneous ODCs: Offeror shall propose ODCs as outlined in section 1.8.2 of the PWS. The Government is providing pre-determined NTE amounts for Miscellaneous ODCs as shown in the table below:

NTE

$2,130,018.00

$2,193,919.00

NTE

$2,259,737.00

$2,327,529.00

2.4.7 Pricing Sheet (Solicitation Attachment 2). The Offeror’s proposal shall include a completed pricing sheet in the attached format. The Offeror shall ensure mathematical computations are correct, showing all formulas. Errors in mathematical computations may be considered a reason to remove the Offeror’s proposal from the competition. The contractor’s price must be a whole number or end in no more than 2 decimal places.

2.4.7.1 Offerors shall propose on all contract line items, either by price or “NSP” (Not Separately Priced). A line-item price left blank will be considered nonresponsive to this request, and the proposal will not be considered for award.

2.4.7.2 The Offeror’s proposal shall remain valid for a minimum of 120 days from the date of submission.

2.4.7.3 Supplemental Pricing Worksheet. The Offeror’s proposal shall include a Supplemental Pricing Worksheet that provides a detailed breakdown of their proposed pricing, including labor, labor rate and labor hours (separated by periods of performance). The Offeror shall use Microsoft Office Excel 2007 or newer. The Supplemental Pricing Worksheet shall be inclusive of all costs associated with the performance of the resulting contract. Errors in mathematical computations may be considered a reason to remove the Offeror’s proposal from the competition. All formulas shall be included.

2.4.8 Estimated Level of Effort. The following is a level of effort estimate. This is only an estimate. Offerors are advised to carefully review the requirement in deriving the level of effort they believe necessary in providing their best value proposal. Offerors are not bound to propose these labor categories or quantities, rather Offerors are expected to provide the best solution citing the labor mix and quantity required to accomplish the tasks. Please see (Solicitation Attachment 3) for a description of the Labor Categories.

Assumptions: 1,880 hours = 1 Full-Time Equivalent (FTE)

Base Period (Inclusive of 60-day Transition In)

Option Period One

Option Period Two

Option Period Three

Option Period Four (Inclusive of 60-day Transition Out)

*Denotes Key Personnel

3. FILE SUBMISSION.

3.1. Proposals shall be submitted via email on or before the RFP closing date of 18 September 2026, 10:00 AM EST, to the point of contact for this RFP, Nathan.p.anderson19.civ@health.mil (Subject: HT9425-26-R-E004). The firewall utilized by the Government Contracting Office does not authorize or accept zip files. The emailed proposal (to include all attachments) shall not be larger than 10 megabytes. If the email is larger than 10 megabytes, it will not be accepted. The Government will accept multiple email submissions as long as all submitted emails are clearly identified as “Submission #X of #X” and received by the Government prior to the submission deadline.

3.1.1. Any data previously submitted in response to another solicitation, whether submitted to the Defense Health Agency Contracting Activity (DHACA) or another agency, should be assumed to be unavailable during this proposal evaluation and award process. Proposal data shall not be incorporated into the proposal by referring to another proposal or other source.

3.1.2. The Government reserves the right to request additional information after receipt of Offeror’s response to the RFP.

3.1.3. Offerors are cautioned that in order for their proposal to be eligible for award, the proposal shall be in compliance with all of the terms and conditions set forth in the RFP.

3.2. RFP Questions. Questions concerning the RFP are due on 26 August 2026, 10:00 AM EST. Questions will not be addressed after this cutoff date. Questions shall be submitted via email to Nathan.p.anderson19.civ@health.mil (Subject: HT9425-26-R-E004). Offerors shall submit one set of questions only; multiple submissions shall not be accepted. An amendment to the RFP will be issued providing responses to the questions.

4. ADDITIONAL INFORMATION.

4.1. Only one proposal from each Offeror will be accepted/evaluated by the Government. No alternate proposals will be accepted/evaluated from each Offeror. If alternate proposals are provided, only the first proposal received by the Government will be accepted/evaluated.

4.2. Incumbent. This is an existing requirement. The incumbent is Cherokee Nation Aerospace and Defense, L.L.C (contract W81XWH-21-C-0086).

4.3. Provisions and Clauses. See the RFP for the list of applicable provisions and clauses that will be included in the RFP (the clauses will be included in the contract award). By submission of a proposal, the Offeror agrees to the inclusion of these provisions and clauses.

4.4 Reference documents provided for offerors information:

Solicitation Attachment 4: DHA Contractor NDA (DHA Form 49) Solicitation Attachment 5: DHA Contractor CAC Request Process (This form is to be completed by the FSO/Security POC, or COR once the contractor is granted the proper background investigation.)

Solicitation Attachment 6: DMDC TASS Application for CAC (This form is to be completed by the FSO/Security POC, or COR once the contractor is granted the proper background investigation.)

Solicitation Attachment 7: DHA’s Training Checklist for Contractor Employees Solicitation Attachment 8: DHA’s New Employee Handbook Solicitation Attachment 9: DHA-PI 8140.01 Acceptable Use of DHA IT Solicitation Attachment 10: Government Furnished Property List Solicitation Attachment 11: OCI

4.5 Attachments

Resulted Contract Attachments See Section J:

Contract Attachment 1-PWS WIC Overseas Program Support Services Contract Contract Attachment 2-WIC Overseas QASP Contract Attachment 3 -USFK-Instructions-Status of Forces Agreement (SOFA)

Resulted Solicitation Attachments:

Solicitation Attachment 1 Addendum to 52.212-1 Instructions to Offerors Solicitation Attachment 2: Pricing Sheet Solicitation Attachment 3: Labor Category Descriptions Solicitation Attachment 4: DHA Contractor NDA (DHA Form 49) Solicitation Attachment 5: DHA Contractor CAC Request Process (This form is to be completed by the FSO/Security POC, or COR once the contractor is granted the proper background investigation.)

Solicitation Attachment 6: DMDC TASS Application for CAC (This form is to be completed by the FSO/Security POC, or COR once the contractor is granted the proper background investigation.)

Solicitation Attachment 7: DHA’s Training Checklist for Contractor Employees Solicitation Attachment 8: DHA’s New Employee Handbook Solicitation Attachment 9: DHA-PI 8140.01 Acceptable Use of DHA IT Solicitation Attachment 10: Government Furnished Property List Solicitation Attachment 11: OCI