Section L Attachments 1Mar11.docx

ATTACHMENT 1: CROSS REFERENCE MATRIX

For Prospective Offerors: See paragraph 2.2.3 regarding instructions for completion of the solicitation Cross-Reference Matrix. If this matrix conflicts with any other requirement, direction, or provision of this solicitation, the other reference shall take precedence over this matrix. Additionally, to the extent this matrix discloses details as to the extent or manner by which the Government intends to evaluate offeror’s proposals for award, Section M references in the matrix are for information purposes only, and the Government shall be obligated to evaluate proposals solely in conformance with the provisions of the Section M of the solicitation.

An example of the format is shown below:

Section L

Reference

Mission Capability

Subfactor 1.1

Subfactor 1.2

Subfactor 1.3

Past Performance

Cost/Price

ATTACHMENT 2: PAST PERFORMANCE INFORMATION

Provide the information requested in this form for each contract/program (citation) being described. Provide frank, concise comments regarding your performance on the contracts you identify. Provide a separate completed form for each contract/program submitted. Limit the number of citations submitted and the length of each submission to the limitations set forth at paragraphs 5.3 and 2.2, respectively, of Section L-III of this solicitation.

(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 __________________

6. Current/final Contract Cost/Price ___________________

7. Annual Contract $ Value ______________________

8. 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:

F. 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.)

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

H. For each of the applicable subfactors under the Mission Capability factor in Section M, illustrate how your experience on this program applies to that subfactor.

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

J. 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 to be 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)

K. Identify any Earned Value Management (EVM) or similar metrics required to track contract performance. If such metrics were required for this contract, provide the summary level data.

ATTACHMENT 3: PAST 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: ________________________________

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. 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

B BLUE/EXCEPTIONAL - The contractor’s performance meets contractual requirements and exceeds many (requirements) to the Government’s benefit. The contractual performance was accomplished with few minor problems for which corrective actions taken by the contractor were highly effective.

P PURPLE/VERY GOOD- The contractor’s performance meets contractual requirements and exceeds some (requirements) to the Government’s benefit. The contractual performance was accomplished with some minor problems for which corrective actions taken by the contractor were effective.

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.

B

P

G

Y

R

N

Technical Performance T1. Quality & repeatability of operations & maintenance

T2. Quality of technical system testing and certification efforts

T3. Quality/integrity of technical data/report preparation efforts

T4. Adequacy/effectiveness of quality control program and adherence to contract quality assurance requirements

T5. Ability to implement current standard practices for computer hardware design, development, operation, maintenance, upgrades and configuration control

T6. Ability to implement current standard practices for computer software design, development, operation, maintenance, upgrades and configuration control

T7. Adequacy/effectiveness of environmental safety procedures

T8. Compliance with export control laws

Program Management P1. Effectiveness of overall contract management (including ability to effectively lead, manage and control the program)

P2. Contractor was reasonable and cooperative in dealing with your staff (including the ability to successfully resolve disagreements/disputes)

P3. Timeliness/effectiveness of contract problem resolution without extensive customer guidance

P4. Understand/complied with customer objectives and technical requirements

P5. Successfully responded to emergency and/or surge situations

P6. Quality/effectiveness of sub-contracted efforts

P7. Effectiveness of material management (including Government Furnished Property or Material)

P8. Effectiveness of acquisition management

P9. Contractor proposed alternative methods/processes that reduced cost, improved maintainability or other factors that benefited the customer

P10. Contractor implemented responsive/flexible processes to improve quality and timeliness of support.

B

P

G

Y

R

N

Transition/phase-in T/PI1. Contractor ability to smoothly transition resources and personnel.

T/PI2. Contractor effectiveness on maintaining continuity of mission support while transitioning/phasing in resources and personnel to support other efforts.

Employee Retention/Attraction E1. Ability to hire/apply a qualified workforce to this effort.

E2. Ability to retain a qualified workforce on this effort.

E3. Effectiveness of employee compensation towards quality of work.

Small and Small Disadvantaged Business Participation S1. Ability to meet or exceed small business and small disadvantaged business goals set forth in the approved subcontracting plan

S2. Ability to effectively manage small business participation to meet technical performance.

Cost Performance C1 Accuracy in forecasting contract costs

C2 Ability to meet forecasted costs and perform within contract costs

C3 Ability to alert Government of unforeseen costs before they occur

C4 Sufficiency and timeliness of cost reporting

2. Please discuss each and every response for which you indicated B/E (Blue/Exceptional), P/VG (Purple/Very Good), 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?

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 aspect 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 to:

Mailing Address: Donna C. Heinz

Kirtland AFB, NM 87117 Email Address: donna.heinz@kirtland.af.mil

SECTION L - ATTACHMENT 4

1. Offerors shall:

a. Provide these Cost Proposal Instructions to all subcontractors. Proprietary subcontractor data may be submitted directly to the Government in accordance with Proposal Preparation Instructions in this announcement.

b. Furnish Tables 1 and 2 for the entire performance period (supported by rationale required by paragraph 2) in hard copy and on CD as IBM PC compatible, Microsoft Excel, to include all cell formulas. Include a separate Cost Element Summary by Offeror Fiscal Year (OFY) for each CLIN outlined in Section L and M. Identify when the offeror’s fiscal year (OFY) begins and ends.

c. Offerors are required to provide individual pricing sheets for each of the initial task orders. In addition, offerors are required to provide a pricing sheet for Development efforts using the workload analysis provided within the Basic Contract SOW. To develop overall contract prices and ceilings for the basic contract, it is advised that sheets be provided for each OFY over the life of the contract.

d. Ensure that all rate data and estimating factors used in the proposal have been submitted for review to the cognizant Defense Contract Audit Agency (DCAA) prior to cost proposal submission.

e. Provide the following information as the first page of the proposal for the Prime and Each Subcontractor.

2. Using the Table 1 format, Submit a cost element summary by major cost element by OFY for each CLIN. The detail required for each major cost element is described below. Address all cost elements applicable to the proposed effort and provide a narrative to support the basis of estimate of proposed costs included in Table 1.

a. Direct Labor. Show each direct labor category proposed on a separate row. When job classifications or position titles (e.g. "Senior Scientist", "Technician", or "Lead Engineer") are used, provide narrative descriptions of related qualifications, duties, and responsibilities as an attachment to the cost proposal. In supporting rationale, identify the source and explain the derivation of the labor rate proposed for the first year in each labor category, and explain the methodology used to project each rate for subsequent years. Note: If temporary or part-time labor is proposed, explain the differences between the pay rates for full-time and temporary or part-time workers, and the impact of those differences on the direct rates proposed. Identify all uncompensated labor (straight time and/or overtime) included in this cost element, and explain the impact of uncompensated time on direct rates proposed.

As applicable, identify the proposed escalation factors applied to future estimates and rationale for the proposed factors.

Per Section H, Clause H103 LABOR RATE SCHEDULE FOR THE INFRASTRUCTURE, DEVELOPMENT, AND ENGINEERING CONTRACT (MAY 2010); fully burdened hourly rates for each labor category necessary to complete the work specified within the Statement of Work for each year of the contract shall be proposed using the Labor Rate Schedule required for Table 3. The Labor Rate Schedule shall become a Section J attachment to the basic contract upon award.

b. Indirect Cost Rates and/or Factors. Identify all indirect cost rates (such as fringe benefits, labor overhead, material overhead, G&A, Cost of Money (COM), etc.) and applicable allocation bases by OFY. If separate indirect rates are proposed (i.e. several G&A rates) identify each base and provide calculation as to how calculated amounts were derived. If composite rates are used, provide the calculations used in deriving the composite rates. Identify the basis of proposed rates (e.g., Forward Pricing Rate Agreement and date of agreement, bidding rates and submission date, actual rates and effective date, billing rates and approval date, etc.).

c. Subcontracts/Interorganizational Transfers (IOTs). Obtain cost proposals from each subcontractor and IOT (those actually performing labor hours) using the same cost element breakout required for Table 1 for each CLIN (if applicable). Provide a list of anticipated subcontractors/IOTs using Table 2. Perform and provide evaluation results of cost/price analysis of subcontract/IOT proposals. If decrement factors are used, explain their development and application. If the proposed subcontractor’s/IOT’s fee rate is higher than the Prime’s fee, provide rationale as to why the subcontractor’s risk is greater than the Prime’s. NOTE: Subcontractor/IOT proposals are due by the closing date identified in this solicitation.

In accordance with FAR 52.215-23 Limitations On Pass-Through Charges--Identification Of Subcontract Effort, the offeror’s proposal shall exclude excessive pass-through charges. To comply with this provision, the contractor shall provide the following information:

(1) The offeror shall identify in its proposal the percent of effort it intends to perform, and the percent expected to be performed by each subcontractor, under the contract.

(2) If the offeror intends to subcontract more than 70 percent of the total cost of work to be performed under the contract, task order (TO), or delivery order, the offeror shall identify in its proposal—

(i) The amount of the offeror’s indirect costs and profit applicable to the work to be performed by the subcontractor(s); and

(ii) A description of the value added by the offeror as related to the work to be performed by the subcontractor(s).

(3) If any subcontractor proposed under the contract, TO, or delivery order intends to subcontract to a lower-tier subcontractor more than 70 percent of the total cost of work to be performed under its subcontract, the offeror shall identify in its proposal—

(i) The amount of the subcontractor’s indirect costs and profit applicable to the work to be performed by the lower-tier subcontractor(s); and

(ii) A description of the value added by the subcontractor as related to the work to be performed by the lower-tier subcontractor(s).

d. Other Direct Costs: Travel and other direct costs may be necessary for this effort, as directed by TO SOWs but proposed costs will not be required upon proposal submission. Total costs will be determined by the program office upon award.

e. Cost of Money (COM). Refer to FAR 52.215-16, Facilities Capital Cost of Money. Provide a schedule which contains proposed cost of money (COM) factors, if applicable, to include a display of all individual bases for the COM amounts. A DD Form 1861 for each OFY must be submitted if proposing COM.

f. Fee. Identify proposed fee base and rate.

COST ELEMENT SUMMARY

NOTE: THIS IS A SAMPLE TABLE - ALL OFFERORS SHOULD PROPOSE IN ACCORDANCE WITH THEIR APPROVED ACCOUNTING PRACTICES.

Beginning OFY* Ending OFY*

COST ELEMENT

BASE

RATE

AMT

BASE

RATE

AMT

TOTAL

PROPOSEDAMOUNT

DIRECT LABOR

(List each direct labor category separately.)

XXXX

XXXX

SUBCONTRACTS, IOTS, CONSULTANTS (List Separately)

XXXX

MATERIAL

XXXX

TRAVEL

XXXX

ODCs

XXXX

SUBTOTAL COSTS

XXXX

TOTAL COST & FEE

XXXX

TOTAL PRICE

XXXX

*Submit a cost element summary by OFY for the basic and options (if applicable) as appropriate for each year of performance.

TABLE 2

SUBCONTRACT/INTERORGANIZATIONAL TRANSFERS & CONSULTANTS

PRICE SUMMARY

TOTALS

**Identify Performance Work Statement section or paragraph or provide a narrative explanation as an addendum.

TABLE 3

SAMPLE LABOR RATE SCHEDULE

(Information below is to be filled in by IDE offerors. Offerors are encouraged to follow the general format shown below but may tailor as necessary. The labor categories, labor rates and dates shown below are provided as a sample only. Contractor shall specify if dates used are Offeror’s fiscal year, a period of performance in the contract, etc.)

Labor Rates shown blow are fully burdened, but exclude fixed fee.

Write Prime Contractor’s Company Name Here

OFY1

Labor Rate for

OFY2

Labor Rate for

OFY3

Labor Rate for

OFY4

Labor Rate for

OFY5

Write Subcontractor’s Company Name Here

OFY1

Labor Rate for

OFY2

Labor Rate for

OFY3

Labor Rate for

OFY4

Labor Rate for

OFY5

Write Subcontractor’s Company Name Here

OFY1

Labor Rate for

OFY2

Labor Rate for

OFY3

Labor Rate for

OFY4

Labor Rate for

OFY5

ATTACH THIS PAGE TO THE FIRST PAGE OF YOUR PROPOSAL

COST PROPOSAL CHECKLIST

Place a check by the appropriate items. Write “n/a” next to the item if not applicable.

In accordance with the Cost Proposal Instructions, the following is provided with our proposal:

__ EXCEL spreadsheets of all applicable tables, on CD ROM WITH FORMULAS.

Spreadsheets merely representing hard number inputs are not acceptable.

__ Cost/price analyses of all subcontract and IOT proposals

__ Fully-disclosed subcontracts and IOT proposals which includes Table 1 for each subcontracts and IOT

__ Subcontract information in accordance with FAR 52.215-22 Limitations On Pass-Through Charges--Identification Of Subcontract Effort

__ Fully completed Table 1(s), by CLIN (as applicable) by OFY

__ Fully completed Table 2(s), listing all proposed subcontractors and IOTs by CLIN (as applicable)

_ Support for any proposed ODCs to include consultant agreements on all proposed consultants

__ Computations of any composite indirect rates or team labor rates

__ Fully Completed DD1861’s (if proposing COM) by basic and each option (as applicable) by OFY image1.gif