RFP_Word_Attachments_RFP_DJOOAR13001_Amendment__1_PACS.doc

SECTION J - ATTACHMENTS

ATTACHMENTS

ATTACHMENT J-1 – SAMPLE MONTHLY CONTRACT STATUS REPORT

The format is included as an Excel Attachment. The following information defines the header and data fields of the Attachment.

Header Fields

Definition 1st Line Indicate Company Name and PACS Contract Number.

3rd Line Indicate Report Date and the Period the report covers; put in MM/DD/YYYY format.

Data Fields

Item Number Assign a sequential numeric value for each awarded Task Order and each Task Order Modification.

Customer Component – Agency/Office Indicate the OJP Customer Component and Agency/Office for which the Task Order / Modification is being issued.

TO Title/Description Provide the Title and/or short description of the awarded Task Order / Modification.

TO Number or Modification Indicate the Task Order Number found on the award document or the Task Order Modification Number found on the Modification document.

Date of Task Order Award or The date the task order was awarded or the date

Date Modification was Issued the modification was issued; put in MM/DD/YYYY format.

TO Type Indicate the type of Task Order Awarded (i.e. LH).

TO Functional Category Indicate the PACS Functional Category awarded under the Task Order (i.e. FC 1, FC2, etc.).

Period of Performance Indicate the date to which the performance under the Task Order is to begin and the date for when performance is to end, to include all options. (Only indicate the start and end date for a listed Modification if the Modification changes the Task Order’s Performance Period; otherwise leave blank.)

Data Fields

Total TO Value Indicate the total value, inclusive of all options, of the awarded Task Order. (Enter the new total value amount for a listed Modification if the Modification was issued to change the Task Order’s total value; otherwise leave blank.)

Amount Obligated to Date Indicate the amount of funding that has been obligated on the awarded Task Order. (If a Modification was issued obligating additional funds to the Task Order, list that amount; otherwise leave blank.)

TO Contracting Officer Indicate the Name, Phone Number, and Email address of the OJP Contracting Officer signing the Task Order Award document or the issued Modification.

TO COTR

Indicate the Name, Phone Number, and Email address of the assigned OJP’s Contracting Officer’s Technical Representative for the awarded Task Order. (For a listed Modification, indicate the COTR for the Task Order being modified.)

Contractor TO Program Manager Indicate the Name, Phone Number and Email address of the Company’s Program Manager for the awarded Task Order. (For a listed Modification, indicate the Contractor TO Program Manager for the Task Order being modified.)

Also See Attachment J-1 Excel Spreadsheet, Sample Monthly Contract Status Report

ATTACHMENT J-2 – PACS SUBCONTRACTING REPORT

Contractor Name____________________________________________________

Contract Number_________________________ Functional Category__________

Reporting Period (mm/yyyy – mm/yyyy)___________________________________

(C*E)

EXAMPLE 1 (one sub K)

12-3456-789

EXAMPLE 2 (multiple sub Ks)

8765-432-1

TOTAL: $237,500

Use additional pages as necessary.

Cumulative means from date of the contract notice to proceed through the end of the current reporting period.

Program Manager Signature_________________________________________________________Date____________________

Signature constitutes certification that the report is accurate and complete.

ATTACHMENT J-3

PRICING TEMPLATES

The Price Proposal shall represent the Offeror's price to fulfill the requirements described in this solicitation. Prices for all labor categories are to be included in Tab K, Volume III – Contract Business/Cost Proposal using the pricing templates and outline herein in Attachment J-3 Detailed instructions for the Cost/Price proposal requirements are included in Section L.12.2.

Part I is the CLIN Rate Table to be inserted in Section B-Schedule, upon contract award. Offerors must complete the CLIN Rate Table as explained in Section B.4. The offeror shall propose labor rates to establish Ceiling prices for the base period and the four option years for both government site and contractor site. All applicable direct costs, escalation, and fees associated with the Ceiling labor rate must be applied. This rate should not include any travel or ODC costs. The rates proposed in the CLIN Rate Table for the base year and the four option years will include all labor (subcontractors, teaming partners) for the proposed functional categories.

The markup percentages for Travel and Materials should be included in the Rate Table. The markup percentages for the option years shall be based on base period rates with escalation, if applicable. Travel and Materials costs to be inserted upon Task Order award, if applicable.

Part II are the pricing templates for Hourly Labor Rates. These pricing templates must be submitted for each Functional Category proposal with rates for contractor and government sites. Offerors must follow the formats in the pricing templates provided but may expand the detail as necessary to support their price proposal. Each offeror shall provide prices for the base period and the four option years. For labor categories to which the SCA Wage Determination Indices apply, the Offeror shall utilize Washington, DC as the basis for its ceiling labor rates.

Part III is an outline for submission of Other Pricing Information. Details such as the methodology for determining cost breakdowns should be included in this narrative section.

See separate file Attachment J-3 Excel Spreadsheet, Pricing Templates.

J-3 PART I

CLIN RATE TABLE

HOURLY RATES

Indirect Administrative Rates

ODCs

J-3 PART II

HOURLY LABOR RATES

CONTRACTOR SITE

FUNCTIONAL CATEGORY 1

PERIOD

OPTION

YEAR 1

OPTION

YEAR 2

OPTION

YEAR 3

OPTION

YEAR 4

Program Manager (Contract Level)

Task Order Project Manager (Senior)

Subject Matter Expert (Senior)

Subject Matter Expert (Intermediate)

Analyst (Senior)

Technical Specialist (Senior)

Task Order Project Manager (Intermediate)

Subject Matter Expert (Junior)

Task Order Project Manager (Junior)

Analyst (Intermediate)

Technical Specialist (Intermediate)

Administrative/Clerk III

Analyst (Junior)

Technical Specialist (Junior)

Administrative/Clerk II

Administrative/Clerk I

GOVERNMENT SITE

FUNCTIONAL CATEGORY 1

PERIOD

OPTION

YEAR 1

OPTION

YEAR 2

OPTION

YEAR 3

OPTION

Program Manager (Contract Level)

Task Order Project Manager (Senior)

Subject Matter Expert (Senior)

Subject Matter Expert (Intermediate)

Analyst (Senior)

Technical Specialist (Senior)

Task Order Project Manager (Intermediate)

Subject Matter Expert (Junior)

Task Order Project Manager (Junior)

Analyst (Intermediate)

Technical Specialist (Intermediate)

Administrative/Clerk III

Analyst (Junior)

Technical Specialist (Junior)

Administrative/Clerk II

Administrative/Clerk I

FUNCTIONAL CATEGORY 2

PERIOD

OPTION

YEAR 1

OPTION

YEAR 2

OPTION

YEAR 3

OPTION

Program Manager (Contract Level)

Task Order Project Manager (Senior)

Task Order Project Manager (Intermediate)

Task Order Project Manager (Junior)

Administrative/Clerk III

Analyst (Junior)

Technical Specialist (Junior)

Administrative/Clerk II

Administrative/Clerk I

FUNCTIONAL CATEGORY 2

PERIOD

OPTION

YEAR 1

OPTION

YEAR 2

OPTION

YEAR 3

OPTION

Program Manager (Contract Level)

Task Order Project Manager (Senior)

Task Order Project Manager (Intermediate)

Task Order Project Manager (Junior)

Administrative/Clerk III

Analyst (Junior)

Technical Specialist (Junior)

Administrative/Clerk II

Administrative/Clerk I

FUNCTIONAL CATEGORY 3

PERIOD

OPTION

YEAR 1

OPTION

YEAR 2

OPTION

YEAR 3

OPTION

Program Manager (Contract Level)

Task Order Project Manager (Senior)

Task Order Project Manager (Intermediate)

Task Order Project Manager (Junior)

Administrative/Clerk III

Analyst (Junior)

Technical Specialist (Junior)

Administrative/Clerk II

Administrative/Clerk I

FUNCTIONAL CATEGORY 3

PERIOD

OPTION

YEAR 1

OPTION

YEAR 2

OPTION

YEAR 3

OPTION

Program Manager (Contract Level)

Task Order Project Manager (Senior)

Task Order Project Manager (Intermediate)

Task Order Project Manager (Junior)

Administrative/Clerk III

Analyst (Junior)

Technical Specialist (Junior)

Administrative/Clerk II

Administrative/Clerk I

J-3 PART III

OTHER PRICING INFORMATION

1. Cost Breakdown (see Section L.2(1))

2. Other Direct Costs (see Section L.2(1)(ii))

3. Identification of specific labor categories and contracts for which fair and reasonable determinations have been made, including the source contract and contact information

4. Any other cost or price related information

ATTACHMENT J-4 – Program Manager Resume Format

Program Manager Name

Program Manager Employer

Summary of Overall Qualifications

Briefly summarize the overall qualifications of the proposed program manager.

Summary of Experience Directly Related to PACS Functional Categories Proposed:

Briefly summarize the experience related to PACS functional categories and why this experience will enable the proposed program manager to be successful within this role.

Chronology of Professional Experience (Starting with current)

Title: XXX

Employer: XXX

Dates of Employment: xx/xx/xxxx to xx/xx/xxxx

Summary of Responsibilities:

Education:

Certification(s):

Awards:

Security Clearances (if applicable):

ATTACHMENT J-5 – Relevant Experience Form

INSTRUCTIONS:

1. Indicate Offeror Name Submitting Form

2. Indicate if Offeror Submitting Form is the PACS Prime Offeror, Team Member or Subcontractor

3. If Offeror Submitting Form is either Team Member or Subcontractor, Indicated Prime Offerors Name

4. Indicate the applicable functional category

Offeror Submitting Form: __________________________________________

Prime Offeror: _____ Team Member: _____ Subcontractor: _____

Prime Offeror’s Name: ____________________________________________

Functional Category:

1 – Program Management

2 – Administrative Services

3 – Clerical Services

Contract/Task Order Title: ______________________________________________

Contract Number: _____________________________________________________

Project Name: ________________________________________________________

Prime Contractor, Subcontractor or Joint Venture Component on the Contract/Task Order:

If Prime Contractor, list Major Subcontractor(s), if applicable:

Federal Agency or Commercial Organization:

Contract/Task Order CO:

Contract/Task Order COTR:

Other Contract/Task Order Technical POC(s):

COTR/CO Contact information to include:

Name, Title, Phone No. and Address

Contract/Task Order Period of Performance:

Contract/Task Order Type (FFP, T&M, CPFF, etc.):

Contract/Task Order Total Value:

Detailed Product(s)/ Service(s) Provided:

Awards, Recognitions, and Certifications Received:

Relevancy of Offeror’s Experience and Efforts to PACS Functional Category:

ATTACHMENT J-6 – STAFFING LEVEL PROFILE FORM

In accordance with Section L.12.1, Tab H (1)

Contractor Name:

Number of prime Contractor employees

BA/BS

MA/MS

PhDs

Number of prime Contractor employees with the professional certifications (Add rows as necessary):

Secret

Top Secret

For prime Contractor employees, the average length of service

For prime Contractor employees, the turnover ratio (defined as the # of people who departed (for any reason) divided by the # of employees at the end of the period.

ATTACHMENT J-7 – Labor Categories and Qualifications

Education and Experience: The offeror should consider the desired education and desired experience levels listed in the Table J-7. Minimum requirements have been provided in the column, “Minimum Requirements” to add flexibility and to assist Offerors in aligning resources proposed for PACS requirements.

It is anticipated that all experience and education will be in a field and/or specialty directly related to the labor category being proposed and all diplomas, GED certificates, and degrees will be from accredited institutions. Further, the Contracting Officer(s) for individual Task Orders may grant waivers for these requirements or allow substitution of certain certifications for education and/or experience if it is determined to be in the best interest of the Government. Any equivalencies or substitutions must be cited in each Task Order. All labor categories, with the exception of the Administrative/Clerk I, II and III, may include supervisory duties.

ATTACHMENT J-7 – Labor Categories and Qualifications

8 years in management

Offeror’s Name:_______________________________

LABOR CATEGORY

CONTRACTOR

DESCRIPTION

CONTRACTOR

QUALIFICATIONS

ATTACHMENT J-8 – QUALITY RECOGNITION and CERTIFICATION PROFILE FORM

Instructions: Complete the below form identifying quality awards and certifications received by the Offeror. Attach a copy of the official notification or certificate for every award/certification claimed. The official document should clearly indicate the offering contactor as the recipient of the recognition or certification. (Add as appropriate)

Contractor Name:

Award Certification #1

Name of the Quality Recognition Or Certification

Segment of Company Receiving Award or Certification

Contact Information of Issuing Office: Name, Address, Telephone Number

Description and Relevance:

Award Certification #2

Name of the Quality Recognition Or Certification

Segment of Company Receiving Award or Certification

Contact Information: Name, Address, Telephone Number

Description and Relevance:

ATTACHMENT J-9 – PROPOSAL PREPARATION CHECKLIST

PHASE I PROPOSAL

Offeror: ____________________________

DISCLAIMER: This Checklist is to assist offerors in proposal development. The Government is not responsible for any omissions from this checklist. Offerors are fully responsible for the accuracy, completeness, and compliance with all proposal instructions.

Functional Categories (check applicable boxes):

PHASE I Proposal

Tabs A and B shall be completed once for the entire Phase I Proposal.

Tab C shall be completed for each individual Functional Category the Offeror elects to propose on and shall focus on the related criteria cited in Section M.

The Offeror shall organize its proposal to clearly distinguish the individual Functional Categories proposed.

Phase I Proposal (check YES if proposal requirement is met and NO if proposal requirement is not met.) Include location of explanation (i.e., specific proposal section), if proposal requirement is not met.

TAB A (L.11)

Cover Letter (1 Page) indicating Terms and Conditions; Acceptance Period of 180 calendar days, affirmation that hard copy and electronic version are the same.

Executive Summary (2 pages): Overview of proposal

TAB B (L.11)

Program Manager Qualifications - Resume of proposed Program Manager

Attachment J-4, Program Manager Resume Format (3 pages)

TAB C (L.11)

Experience directly related to the PACS requirements

Attachment J-5, Relevant Experience Form

(2 pages per form; minimum 3 forms, maximum 10 forms – Teaming Arrangements excluded from page count)

PHASE II PROPOSAL

Offeror: ____________________________

DISCLAIMER: This Checklist is to assist Offerors in proposal development. The Government is not responsible for any omissions from this checklist. Offerors are fully responsible for the accuracy, completeness, and compliance with all proposal instructions.

Functional Categories (check applicable boxes):

Technical Proposal

Tabs D, E, G and H shall be completed once for the entire proposal.

Tab F shall be completed for each individual Functional Category the Offeror elects to propose on and shall focus on the related criteria cited in Section M.

The Offeror shall organize its proposal to clearly distinguish the individual Functional Categories proposed.

Volume II – Technical/Management Proposal (check YES if proposal requirement is met and NO if proposal requirement is not met.) Include location of explanation (i.e., specific proposal section), if proposal requirement is not met.

TAB D (L.12.1)

Cover Letter (1 Page) indicating Terms and Conditions; Acceptance Period of 180 calendar days.

Executive Summary (2 pages): Overview of proposal

TAB E (L.12.1)

(1) Program Management Approach (10 page limit)

(2) Quality Control Process (2 page limit): QC description includes process, approach and procedures

(3) Certifications, Quality Recognition, and Awards (Attachment J-8 excluded from page count)

(4) e-Verify Statement (Excluded from page count)

TAB F (L.12.1)

Past Performance Narrative (7 page limit)

TAB G (L.12.1)

Description of ability provide effective solutions (5 page limit)

TAB H (L.12.1)

Description of processes, procedures and procedures demonstrating ability to recruit, train, and retain high-quality personnel (3 page limit)

Attachment J-6, Staffing Levels Profile Form

Attachment J-7, Labor Categories and Qualifications

Volume III – Contract Price Proposal (check YES if proposal requirement is met and NO if proposal requirement is not met.) Include location of explanation (i.e., specific proposal section), if proposal requirement is not met.

TAB I (L.12.2)

Exceptions and Deviations: identifying any exceptions, deviations, or conditional assumptions taken with the requirements of the RFP.

TAB J (L.12.2)

Contract Documents and Associated Information: SF-33, SF-30s, facility clearances, information, accounting system, purchasing system

SF-33, Block 12 indication of acceptance period (if different)

Section K - Representations and Certifications

Attachment J-9: Proposal Preparation Checklist

TAB K (L.12.2)

Attachment J-3, Part I, Pricing Templates - CLIN Rate Table

Attachment J-3, Part II, Pricing Templates - Hourly Labor Rates for each Functional Category proposed

Attachment J-3 Part III, Pricing Templates - Other Pricing Information narrative/explanation of proposed cost breakdown structure, other contracts’ labor categories, pricing methodology or algorithm for worldwide rates, and other cost or price related information

TAB L (L.12.2)

Financial Statement (included on CD only): information demonstrating financial capability.

Financial Statement (included on CD only): List of all commitments with the Government that may interfere with fulfilling the requirements of this RFP or may be impacted by performance of these requirements.

Financial Statement (included on CD only): Description of all pending legal actions under Federal contracts within the past three years