DRAFT CKI 2 Section L July 24.pdf

CUI//SOURCE SELECTION SENSITIVE

DRAFT SECTION L

INSTRUCTIONS, CONDITIONS AND

NOTICES TO OFFERORS

FOR

C-130J BLOCK UPGRADE 7.0/8.1

CONTRACTOR KIT INSTALLATIONS 2

(CKI 2)

Solicitation #FA8625-24-R-B001

July 2024

Prepared by:

Mobility Directorate, C-130J Program Office (AFLCMC/WLNN) 2590 Loop Road, Bldg 558

Wright-Patterson AFB, OH 45433

CUI//SOURCE SELECTION SENSITIVE FA8625-24-R-B001

Section L

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TABLE OF CONTENTS

1.0 PROGRAM STRUCTURE AND OBJECTIVES

2.0 NOTIFICATION TO OFFERORS

3.0 PROPOSAL INSTRUCTIONS

3.1 General Instructions

3.1.1 Point of Contact (POC)

3.1.2 Debriefings

3.1.3 Discrepancies

3.1.4 Electronic Reference Documents

3.1.5 Amendments to Solicitations

3.2 Organization

3.2.1 Page Limitations

3.2.2 Cost or Pricing Related Data

3.2.3 Cross-Referencing

3.2.4 Indexing

3.2.5 Glossary of Abbreviations and Acronyms

3.2.6 Labeling

3.3 Proposal Submission

3.3.1 Page Size and Format

3.3.2 Electronic Offers

3.3.3 Deadlines

4.0 VOLUME I – EXECUTIVE SUMMARY

4.1 Narrative Summary

4.2 Table of Contents

4.3 Authorized Offeror Personnel

4.4 Joint Venture/Teaming Arrangements

4.5 Public/Private Partnerships

5.0 VOLUME II – TECHNICAL PROPOSAL

5.1 General

5.2 Technical

5.3 Technical Risk

5.4 Volume Organization

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5.5 Subfactor 1: Overall Installation

5.5.1 For Measure of Merit (MoM) #1: C-130J TCTO/TO Instructions

5.5.2 For MoM #2: HC-130J TCTO/TO Instructions

5.5.3 For MoM #3: Kit/Inventory Management

5.6 Subfactor 2: Maintenance

5.7 Subfactor 3: Management

5.7.1 For MoM #1: Readiness

5.7.2 For MoM #2: Workflow

5.8 Subfactor 4: Small Business Participation

6.0 VOLUME III – PAST PERFORMANCE

6.1 General Instructions

6.2 Relevant Contracts

6.3 Specific Content

6.4 Subcontractor Consent

6.5 Organizational Structure Change History

7.0 VOLUME IV – PRICE

7.1 General Instructions

7.2 Pricing Data Requirements

7.3 Rounding

7.4 Volume Organization

7.5 Pricing Matrix

8.0 VOLUME V – CONTRACT DOCUMENTATION

8.1 Expectations to Solicitation Requirements

8.2 Miscellaneous Information Required

8.2.1 Government Offices

8.2.2 Address, Identifying Codes, and Applicable Designations

9.0 OTHER INFORMATION

9.1 Reviews and Visits

9.2 Solicitation Applicable Documents

10.0 ATTACHMENTS

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1.0 PROGRAM STRUCTURE AND OBJECTIVES

The C-130J Block Upgrade 7.0/8.1 Contractor Kit Installation (CKI) 2 program objective is to complete Block Upgrade 7.0/8.1 kit installations across the Air Mobility Command C-130J, Air Force Reserves WC-130J, and Air Combat Command HC-130J fleets in accordance with (IAW) applicable Time Compliance Technical Orders (TCTOs) and Technical Orders (TOs).

Additional program details are described in the Performance Work Statement (PWS).

Only U.S. companies and foreign governments may be considered for award.

The Government intends to award a single award Indefinite Delivery Indefinite Quantity (IDIQ) CKI 2 contract that will include Firm-Fixed Price (FFP); Time and Materials (T&M); Cost Plus Fixed Fee (CPFF); and Cost Reimbursable (CR) contract types. Applicable Contract Line Item Numbers (CLINs) will be specified on each individual task order. The primary contract types are FFP for the modification and T&M for Over and Above CLINs.

The ordering period is defined as the time period that task orders can be issued under this contract. The ordering period is broken out as follows: a 5-year ordering period, plus one 5-year option ordering period, if exercised. The IDIQ Period of Performance (PoP) will end one year after the final ordering period ends. The contract includes quantity pricing tables (unit pricing) for installations.

NOTE: Offerors are advised the costs of any response to, or other costs incurred as a result of responding to, this solicitation are at the Offeror’s own risk. Any costs incurred in preparing a response to this solicitation may be attributable to bid and proposal (B&P) overhead costs but may not be directly charged to any resulting awarded contract. B&P costs for this solicitation are costs covered by Cost Accounting Standards 420, 48 CFR 9904.420 Accounting for Independent Research and Development Costs and Bid and Proposal Costs and Federal Acquisition Regulation (FAR) 31.205-18, Independent Research and Development and Bid and Proposal Costs.

Funds are not presently available for this contract. The Government’s obligation under this contract is contingent upon the availability of appropriated funds from which payment for contract purposes can be made. No legal liability on the part of the Government for any payment may arise until funds are made available to the PCO for this contract and until the Contractor receives notice of such availability, to be confirmed in writing by the PCO.

2.0 NOTIFICATION TO OFFERORS

a. The Government reserves the right to cancel this solicitation, either before or after the closing date. In the event the Government cancels this solicitation, the Government has

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no obligation to reimburse any Offeror for any costs incurred in responding to this solicitation.

b. The Offeror must possess or acquire prior to award of a contract, a facility clearance equal to the highest classification stated on the Contract Security Classification Specification (DD Form 254) attached to the solicitation.

c. The exclusive responsibility for source selection will reside with the Government.

However, the following companies and organizations may be used to support the evaluation of the submitted proposal in an advisory role:

COLSA CORPORATION

4141 COLONEL GLENN HWY, STE 352

BEAVERCREEK, OH 45431

KBR

3725 PENTAGON BLVD

BEAVERCREEK, OH 45431

d. Offerors shall complete paragraph (d)(1) or provide written objection to disclosure as indicated in paragraph (d)(2). If the Offeror objects to disclosure of a portion of the proposal, the consent in (d)(1) shall be provided for the remainder of the proposal.

(1) I understand technical and price data submitted to the Government in response to this solicitation may be released to non-Government advisors. I consent to release any proprietary, confidential, or privileged commercial or financial data provided in response to this solicitation, to non-Government advisors from the firm(s) named in paragraph (c) above, for review and analysis.

Signature:

Firm:

Name (individual authorized to commit firm):

Title:

Date of Execution:

(2) Any objection to disclosure:

i. Shall be provided in writing to the Procuring Contracting Officer (PCO) within 10 days of Request for Proposal (RFP) issuance; and

ii. Shall include a detailed statement of the basis for the objection. The detailed statement shall identify the specific portions of the proposal the Offeror objects to disclosure to non-Government advisors.

e. The PCO shall evaluate any objection, due within ten (10) calendar days of RFP release, to disclosure and make a determination whether the non-Government advisor(s) shall be permitted to participate in the source selection. The PCO shall inform the objecting

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Offeror of the final determination, and, if the use of non-Government advisors has been changed, shall inform all Offerors of the change.

f. The Contractor shall support Over and Above (O&A) work IAW DFARS 252.217-7028, Over and Above Work, as directed by the PCO. For evaluation purposes, the material cost associated with this CLIN will be provided to the Offeror by the Government. The Offeror will only be responsible for proposing the associated fully burdened labor rate.

3.0 PROPOSAL INSTRUCTIONS

The Offeror's proposal must include all data and information requested by this Instruction to Offerors (ITO) and must be submitted IAW these instructions. The Offeror’s proposal shall be compliant with the requirements as stated in the PWS and Contract Data Requirements List (CDRL). Offerors are required to meet all solicitation requirements, including terms and conditions, representations and certifications, and technical requirements, in addition to those identified as evaluation factors or subfactors. Non-conformance with the instructions provided in this ITO may result in an unfavorable proposal evaluation, and/or elimination from the competitive range.

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. The Government will base its evaluation on the information presented in the Offeror's proposal.

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

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 within 10 days of award, the Government will destroy extra copies of such unsuccessful proposals.

3.1 General Instructions

3.1.1 Point of Contact (POC)

The PCO is the sole point of contact for this acquisition. Address any questions or concerns you have to Abigail Brugger at AFLCMC.WLNN.Contracting.CKI2@us.af.mil. The PCO as well as mailto:AFLCMC.WLNN.Contracting.CKI2@us.af.mil

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the Buyer (Nathan Armstrong) have access to this email address, so you could see correspondence from them both, but the PCO has full authority over this acquisition.

Written questions or requests for clarification may be sent via email to the PCO. It is encouraged that questions or requests be submitted within 10 days after the RFP release date. Answers to questions and explanations will be provided via posting questions and answers (Q&As) and/or RFP amendments on the System for Award Management (SAM) website (https://sam.gov/). In the event of conflict between the answer to questions and the RFP, the RFP shall take precedence.

3.1.2 Debriefings

In the event discussions are conducted, the PCO will promptly notify Offerors of any decision to exclude them from the competitive range; whereupon they may request and receive a debriefing IAW FAR 15.505, Preaward Debriefing of Offerors. 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. Once the final source selection has been made, the PCO will notify unsuccessful Offerors in the competitive range of the source selection decision IAW FAR 15.506, Postaward Debriefing of Offerors.

Upon such notification, unsuccessful Offerors may request and receive a debriefing. Offerors desiring a debriefing must make their request IAW the requirements of FAR 15.505 or FAR 15.506.

3.1.3 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 PCO in writing with supporting rationale as well as the remedies the Offeror is asking the PCO to consider as related to the omission or error.

3.1.4 Electronic Reference Documents

Referenced documents for this solicitation that are included as attachments are available on the System for Award Management website at https://www.sam.gov/. Several US government documents referenced in the ITO are NOT included as attachments to this solicitation, however the documents are available by request and will be transmitted via DoD SAFE (https://safe.apps.mil/).

Exchanges of source selection information between the Government and Offerors will be controlled by the PCO. Email may be used to transmit such information to Offerors only if the https://sam.gov/ https://www.sam.gov/ https://safe.apps.mil/

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email can be sent and received encrypted and includes “CUI//Source Selection Information – See FAR 2.101 & 3.104” in the Subject line. Otherwise, source selection information will be transmitted via DoD SAFE (https://safe.apps.mil/).

3.1.5 Amendments to Solicitations

If this RFP is amended, all terms and conditions, which are not amended, will 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. Potential Offerors are encouraged to subscribe to real-time e-mail notifications in SAM.gov for when information is posted to the website for this solicitation.

3.2 Organization

The Offeror shall prepare its proposal as set forth in the Proposal Organization Table 1 as shown 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 as specified.

TABLE 1 – Proposal Organization Table

VOLUME ITO

Paragraph Number

VOLUME TITLE PAGE LIMIT

I 4.0 Executive Summary 5 pages

II 5.0 Technical Proposal 70 pages

5.3 Subfactor 1 – Overall Installation ~40 pages

5.4 Subfactor 2 – Maintenance ~10 pages

5.5 Subfactor 3 – Management ~15 pages

5.6 Subfactor 4 – Small Business

Participation

~5 pages

III 6.0 Past Performance Unlimited

IV 7.0 Price Unlimited

V 8.0 Contract Documentation Unlimited

3.2.1 Page Limitations

Page limitations for the Executive Summary and Technical Proposal shall be treated as maximums. If exceeded, the excess pages at the end of the Volume will not be read or considered in the evaluation of the proposal. However, the page limits for each Subfactor are a suggestion only; the total page count of the Technical Proposal shall be no more than 70 pages.

Offerors will be notified of any excess page count. Each page shall be counted, except as indicated in the paragraphs below. If discussions are conducted, page limitations may 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.

3.2.2 Cost or Pricing Related Data

All pricing information shall be addressed ONLY in the Price Volume.

3.2.3 Cross-Referencing

To the greatest extent possible, each volume shall be written on a standalone basis so that its contents may be evaluated with a minimum of cross referencing to other volumes of the proposal. Information required for proposal evaluation which is not found in its designated volume and is not clearly cross referenced will be assumed to have been omitted from the proposal.

A cross-reference matrix will be utilized as a tool to show critical interrelationships and dependencies among the technical requirements documents (PWS, the CDRL, Section L (ITO) and Section M (Evaluation Basis for Award)). The Solicitation Cross Reference Matrix (S-CRM) is included in Section L as Attachment 1. If the matrix conflicts with any other requirement, direction, or provision of this solicitation, the other reference shall take precedence over this matrix. Section M references in the matrix are for informational purposes only, and the Government shall be obligated to evaluate proposals solely in conformance with the provisions of Section M of the solicitation.

The Offeror shall complete the S-CRM located at Section L, Attachment 1, which correlates the RFP with the Offeror’s proposal, for Volume II only. The Offeror may prepare a cross-reference matrix in another format as long as it adheres to these instructions. The S-CRM will reference the Proposal Volume/Paragraph and applicable PWS, Section L, and Section M paragraphs. The matrix will not be included in the volume page count. The Offeror’s S-CRM should provide a single integrated index for the entire proposal and shall be delivered in Microsoft (MS) 365 format.

3.2.4 Indexing

Each volume shall contain a more detailed table of contents to delineate the subparagraphs within that volume. Tables of contents do not count against the page limitations for their respective volumes.

3.2.5 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.

3.2.6 Labeling

Offerors shall apply all appropriate markings including those prescribed IAW 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. Each page shall contain the following legend at the bottom of each sheet:

CUI//SOURCE SELECTION INFORMATION--SEE FAR 2.101 and 3.104

3.3 Proposal Submission

The Offeror’s proposal shall be prepared and submitted in five volumes: Executive Summary (Volume I), Technical Proposal (Volume II), Past Performance (Volume III), Price (Volume IV), and Contract Documentation (Volume V). All volumes must be received via electronic media

(DOD SAFE).

In accordance with FAR 15.208, any proposal, modification, or revision, that is received at the designated Government office after the exact time specified for receipt of proposals is “late” and will not be considered unless the PCO determines that accepting the late proposal would not unduly delay the acquisition.

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3.3.1 Page Size and Format

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. Pages shall be single-spaced and typed except for the reproduced sections of the solicitation document. The text shall be no less than 11-point, Times New Roman font. 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 1-inch side margins. Pages shall be numbered sequentially by volume. If ENs are submitted, then these page format restrictions shall also apply to the responses.

Any tables, charts, graphs and figures to depict organizations, systems and layout, implementation schedules, plans, etc., used by the Offeror shall be uncomplicated, legible, and shall not exceed 11 x 17 inches in size and the text shall be at least 10 point font. Any tables, charts, figures or graphs exceeding the size limitations or other restrictions herein will be treated as excess pages (reference paragraph 3.2.1 above).

3.3.2 Electronic Offers

Offerors shall submit their proposal electronically via DoD Safe (https://safe.apps.mil/). When utilizing DoD Safe, you must request a Drop-Off link via the POCs listed in Section 3.1.1 no later than XX Month 2024. DoD SAFE is limited to a single drop-off with a limitation of 8 GB and 25 files. If proposal submission exceeds the DoD SAFE limitations additional submissions are allowed with email notification to the PCO email listed in Section 3.1.1.

Use separate files to permit rapid location of all portions, including exhibits, annexes, addenda, and attachments, if any. The electronic copies of the proposal shall be submitted in a format readable by Microsoft (MS) Office 365. Offerors may also submit the proposal in Adobe Acrobat 9.0 or later. Do NOT submit any documents in PDF format that are copied as “images”.

When creating PDF files always submit with textual search and copy functions enabled.

The file-naming convention for the proposal volumes is as follows. It is permissible to expand on these file names if a list of the content of each is provided. It is permissible to shorten these file names as long as the Volume number and title, Factor/Subfactor number, and a keyword or phrase is utilized to ensure clarity and consistency.

Files File Name Volume I Executive Summary Executive Summary Volume II Technical Proposal Technical Proposal

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Volume III Past Performance Past Performance Volume IV Price Price Volume V Contract Documentation Contract Documentation

3.3.3 Deadlines

Proposals shall be prepared and submitted no later than XXXXXXXXXXXXX. Failure to submit proposals by this time shall be considered “late” and could result in Offeror disqualification.

The first page of the proposal must show the following: the solicitation number; the name, address, and telephone of the Offeror; and electronic address. A statement specifying the extent of agreement with all terms, conditions, and provisions included in the solicitation and amendments thereto and agreement to furnish any or all items upon which prices are offered at the price set opposite each item. Names, titles, and telephone and electronic addresses of persons authorized to negotiate on the Offeror’s behalf with the Government in connection with this solicitation; and Name, title, and signature of person authorized to sign the proposal. Proposals signed by an agent shall be accompanied by evidence of that agent’s authority unless that evidence has been previously furnished to the issuing office.

4.0 VOLUME I – EXECUTIVE SUMMARY

The Executive Summary volume helps evaluators understand the Offeror's overall technical approach and the Offeror’s rationale for selecting that approach. While the Technical Proposal volume focuses on those aspects of the Offeror's approach that relate to the Technical Subfactors, evaluators also need to grasp the “big picture” to render an accurate assessment. The Executive Summary will not be evaluated. In its Executive Summary, the Offeror shall provide the following information:

4.1 Narrative Summary

The Offeror’s narrative summary of the entire proposal should be concise, to include addressing the significant risks and highlighting any key or unique features, excluding price. The key or unique features should tie in with Section M, Evaluation Factors for Award. Any summary material presented here shall not be considered as meeting the requirements for any portions of other volumes of the proposal.

4.2 Table of Contents

Offerors shall submit a master table of contents for the entire proposal. This allows evaluators to easily locate proposal material that may be relevant to their particular evaluation portion but is not included in the proposal volume with which they are primarily involved.

4.3 Authorized Offeror Personnel

Offerors shall provide a memorandum with the name, title, telephone number and email address of the company/division point of contact regarding decisions made with respect to your proposal and who can contractually obligate your company. Also include the names, titles, telephone numbers and email addresses of any additional individuals who are authorized to negotiate with the Government. This memorandum will not count towards the Executive Summary page limit.

4.4 Joint Venture/Teaming Arrangements

If a joint venture arrangement exists for this acquisition, Offerors shall provide a copy of the joint venture agreement that is signed and dated by all joint venture members as part of the proposal submission. If a teaming arrangement is proposed, the Offeror shall provide a memorandum covering high-level details of the arrangement. The copy of the joint venture agreement and/or teaming arrangement memorandum will not count towards the Executive Summary page limit.

4.5 Public/Private Partnerships

If a public/private partnership (PPP) is proposed by an Offeror, the evaluation team will consider all available information in evaluating the associated risk IAW the specifications set forth in Sections L and M. Information regarding the PPP will not count towards the Executive Summary page limit.

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5.0 VOLUME II – TECHNICAL PROPOSAL

5.1 General

The Technical Proposal volume should be specific and complete. Legibility, clarity, and coherence are very important. Your responses will be evaluated against the Technical Subfactors defined in Section L and evaluated based on criteria contained in Section M. 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. Do not merely reiterate the objectives or reformulate the requirements specified in the solicitation.

5.2 Technical

In the technical volume, address your technical solution for meeting the Government’s requirements of each technical subfactor. The Offeror’s proposal submission shall represent that the Offeror will perform all the requirements specified in the solicitation, regardless of whether they are evaluated or not. It is the Offeror’s responsibility to ensure the completeness of the proposal. The Government will not assume an Offeror possesses any capability that the Offeror fails to identify in its proposal. In the technical volume, the Offeror shall - provide the actual methodology of the technical solution for meeting the Government’s performance or capability requirements of each technical subfactor.

5.3 Technical Risk

The Offeror shall identify any risk (if any) associated with those aspects of your proposed technical approach you consider to have the potential for disruption of schedule, degradation of performance, the need for increased Government oversight, or the likelihood of unsuccessful contract performance. Provide mitigation strategies for any self-identified risks the Offeror intends to implement to reduce/eliminate these risks.

5.4 Volume Organization

The technical volume shall be organized according to the following general outline:

• Table of Contents

• List of Table and Drawings

• Subfactor 1: Overall Installation

• Subfactor 2: Maintenance

• Subfactor 3: Management

• Subfactor 4: Small Business Participation

• Attachments

5.5 Subfactor 1: Overall Installation

5.5.1 For Measure of Merit (MoM) #1: C-130J TCTO/TO Instructions

Describe the approach to complete a steady-state, on-time installation (from date of DD1149/induction to DD250/departure) of the C-130J in accordance with the applicable TCTOs and reference TOs. The descriptions should clearly explain the estimated number of days for each activity/phase of the installation as well as the movement of aircraft (if any) through the phases of the modification from aircraft arrival until aircraft delivery, including pre-defined touch points to support quality assurance inspections. (PWS 3.2, 5.1.4, 5.1.5, 5.1.6, 5.2.1, 5.2.4, 7.1, 7.2, 7.3, 7.4, 11.3)

5.5.2 For MoM #2: HC-130J TCTO/TO Instructions

Describe the approach to complete an on-time installation (from date of DD1149/induction to DD250/departure) of the HC-130J in accordance with the applicable TCTOs and reference TOs.

The descriptions should clearly explain the estimated number of days for each activity/phase of each installation as well as the movement of aircraft (if any) through the phases of the modification from aircraft arrival until aircraft delivery, including pre-defined touch points to support quality assurance inspections. (PWS 3.2, 5.1.4, 5.1.5, 5.1.6, 5.2.1, 5.2.4, 7.1, 7.2, 7.3, 7.4, 11.3)

5.5.3 For MoM #3: Kit/Inventory Management

Describe the Offeror’s approach to kit and inventory management from prior to aircraft arrival through the modification. Kit and inventory management shall address receipt, inspection, identifying/sorting, warehousing, inventory control, and reporting. This shall include the BU 7.0/8.1 kit, Installation Support Equipment, and Contractor Furnished Equipment (including common support equipment, tooling, bench stock and test equipment). (PWS 4.1, 4.2, 6.2, 6.3, 9.1, 9.2, 9.3, 9.4, 10.1, PWS Attachment 1)

5.6 Subfactor 2: Maintenance

Describe the Offeror’s approach and capabilities for general day-to-day maintenance (aka “care and feeding”) and Over & Above for the C-130J and its variants during the time the aircraft is in residence at the Offeror’s facilities. The Offeror shall briefly describe its current facility

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capabilities (i.e. supply chain management/parts ordering, towing, part manufacturing, painting, washing, refueling, blanket sewing/manufacturing, etc.) used in the scope of the modification as well as general aircraft repair capabilities. The Offeror shall also clearly explain what care and feeding of the aircraft shall be included, the quantity of each care and feeding action (see PWS Attachment 9), and the duration of the care and feeding (to include the physical space taken up by the aircraft). Duration is the time during which the general care and feeding continues. (PWS 6.1, 6.2, 6.3, 6.4, 6.5, PWS Attachment 9)

Note: There are commonly circumstances which keep the aircraft at the Offer’s facility past the modification completion (O&A work, unavailability of flying crew, weather, etc.) The duration proposed should clearly identify a start and stop event or time.

5.7 Subfactor 3: Management

5.7.1 For MoM #1: Readiness

Provide a detailed description of the approach to start-up activities, to include readiness for the Defense Contract Management Agency (DCMA) Instruction 8210.1 inspection and the Installation Readiness Review. Approaches must display evidence of installation facilities to support the Government’s “Most Likely Schedule” (PWS Attachment 1) to include permanent/temporary hangars, warehousing, and current capacity for this effort), manpower (to include training, recruiting, retention), certifications (i.e. qualified maintenance technicians to include airframe and powerplant certifications), and facility/personnel security (including COMSEC). If any of these requirements are not currently in place or available, the approach shall describe how the Offeror will ensure they are in place prior to installation. (PWS 3.1.2, 3.1.3, 5.1.1, 5.1.2, 5.1.3, 5.2, 6.4, 9.0, 10.2, PWS Attachment 1)

5.7.2 For MoM #2: Workflow

Explain the approach to complete 19 modifications in one year. Give a detailed description of aircraft space reserved for USAF aircraft on this contract. The proposal should also show the staffing used for the modification at each phase (and in total) as well as the team construct (numbers, specialties, hours/shifts/holidays) to complete a steady state of 19 aircraft modifications per year (13 C-130J-30s and 6 HC-130Js). (PWS 5.2.1, 5.2.4)

5.8 Subfactor 4: Small Business Participation

The Offeror shall submit a Small Business Participation Commitment Document (SBPCD) which specifies the Offeror’s level of commitment to small business utilization of at least 8% of the total value of contracted dollars. A SBPCD is required from all Offerors, including small

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businesses. This also includes companies with commercial plans and comprehensive subcontracting plans. The winning Offeror’s SBPCD will be incorporated as an attachment into the awarded contract. (The SBPCD is separate from the Subcontracting Plan required by FAR 19.704, which will be developed, negotiated, and submitted as part of the overall contract prior to award.) The SBPCD must address the following:

• The extent to which the Offeror will utilize small business, small disadvantaged business, women-owned small business, Historically Underutilized Business Zone small business, veteran-owned small business, and service-disabled-veteran-owned small business.

• Level of commitment to use such firms identified above to include strength and specificity of commitment (commitment type, legal binding of commitment, and specificity of commitment in relation to aircraft modifications and/or maintenance).

• Types of work to be performed by small business.

• Statement of quantitative degree to which small businesses (including small business in all identified socio-economic categories) will participate in the contract. Small business prime performance will count against proposed quantitative degree of small business participation.

• SBPCD enforceable, contractual requirements shall require periodic progress reporting to facilitate Government monitoring in the event of an award. Offerors are to propose quarterly reporting for the SBPCD requirements of the first four bullets above.

• Prime Offeror’s Size: Identify the applicable size and socioeconomic categories for the PRIME Offeror only when submitting your proposed SBPCD. Include this information within the initial section of the proposed SBPCD and check all applicable boxes:

a. { } Other than Small Business or

b. { } Small Business also categorized as a

c. { } Small Disadvantaged Business (SDB)

d. { } Woman-Owned Small Business (WOSB)

e. { } Historically Underutilized Business Zone (HUBZone) Small Business

f. { } Service Disabled Veteran Owned Small Business (SDVOSB)

6.0 VOLUME III – PAST PERFORMANCE

6.1 General Instructions

Each Offeror shall submit a Past Performance Volume containing relevant past performance information for no more than 3 contracts, which have had at least six months of performance

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within the last five years and are either active or have been completed within five years preceding the date of this solicitation.

Past performance information shall be provided using the Past Performance Information Tool as described in Section L Attachment 2, for each referenced contract. Offerors shall contact the PCO via DoD SAFE to receive access to the tool. In addition to the data provided in this volume, the Government may use the Contractor Performance Assessment Reporting System (CPARS) and/or similar systems of other Government departments and agencies, questionnaires tailored to the circumstances of this acquisition, DCMA channels, interviews with program managers and contracting officers, and other sources known to the Government, including commercial sources.

The Business Relationships page generated from the Past Performance Information Tool is counted within the Introductory Information in the Past Performance Volume.

Additionally, all Offerors must submit Past Performance information to demonstrate compliance with the requirements of FAR 52.219-8, Utilization of Small Business Concerns, and/or FAR 52.219-9 (DEVIATION 2016-O0009), Small Business Subcontracting Plan, including the extent to which small business performance objectives/requirements were met for the contracts that required submission of a Small Business Participation Plan or other small business participation/utilization document. Copies of contractual reports may be submitted to validate compliance with requirements of FAR 52.219-8. Explanation of efforts where minimum quantitative requirements and/or goals were not met should be provided. Supporting documentation shall be relevant to the requirements of this solicitation and shall be within the past five years.

6.2 Relevant Contracts

The Government will conduct an assessment of all recent performance information obtained to determine how closely the products provided/services performed under those contracts relate to the Technical Subfactors. Contracts will be considered more relevant, the closer they are to the C-130J BU experience (i.e. large aircraft upgrades, overhauls, etc.)

Not all aspects of relevancy must be included within a single contract; aspects of relevant performance may be from separate contracts. Although not required, the Government prefers the Offeror to have experience with the C-130J (or its variants) 7.0/8.1 block upgrade and/or maintenance experience on the C-130J (or its variants). The Offeror must at a minimum, have experience on a similar, large, military aircraft. The Offeror’s past performance information shall include information about predecessor companies, or significant subcontractors that will perform major or critical aspects of the requirement when such information is relevant to this acquisition.

CUI//SOURCE SELECTION SENSITIVE

6.3 Specific Content

Offerors are required to explain what aspects of the contracts are deemed relevant to the proposed effort and to what aspects of the proposed effort they relate. This 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 is required to 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. Categorize the relevant information into the specific Technical Subfactors used to evaluate the proposal.

All Past Performance materials shall include the following banner at the top and bottom of each page: “CUI//Source Selection Information – See FAR 3.104 AND 2.101”

6.4 Subcontractor Consent

The Offeror shall submit, together with the information required in this paragraph, a consent letter, executed by each significant subcontractor/teaming partner, authorizing release of adverse past performance information to the Offeror so the Offeror can respond to such information.

Past performance information pertaining to a subcontractor cannot be disclosed to the prime Offeror without the subcontractor’s consent. Provide with the proposal a letter from all significant subcontractors performing aspects of the requirement, consenting to the release of their past performance information to the prime Offeror. A significant subcontractor is defined as a subcontractor/teaming partner that performs no less than 20% of the work on contract.

6.5 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 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, include in this proposal volume a “roadmap” describing all such changes in the organization of your 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

CUI//SOURCE SELECTION SENSITIVE

performance information provided by other sources, as well as that provided by the Offeror(s), your “roadmap” should be both specifically applicable to the efforts you identify and general enough to apply to efforts on which the Government receives information from other sources.

7.0 VOLUME IV – PRICE

7.1 General Instructions

The Price volume is to assist the Offeror in submitting data required to be evaluated for completeness, reasonableness, unbalanced pricing and Total Evaluated Price (TEP). Unbalanced pricing may increase performance risk and could result in payment of unreasonably high prices.

An offer may be rejected if the contracting officer determines that the lack of balance poses an unacceptable risk to the Government. Additionally, for completeness, Offerors must provide a completed pricing matrix to include a price per installation for all required performance periods, as well as comply with all other requirements of this section. Data beyond that required by this instruction shall not be submitted, unless the Offeror considers it essential to document or support the price position. All data relating to the proposed price, including all required supporting documentation, must be included in the section of the proposal designated as the Price volume. Compliance with these requirements is mandatory and failure to comply may result in rejection of a proposal.

7.2 Pricing Data Requirements

The PCO has determined there is a high probability of adequate price competition in this acquisition. Upon examination of the initial offers, the PCO will review this determination and if, in the PCO’s opinion, adequate price competition exists no additional cost information will be requested and certification under FAR 15.406-2 will not be required. IAW FAR 15.403-1(b) and 15.403-3(a), information other than cost or pricing data may be required to support price reasonableness. Information shall be provided IAW FAR 15.403-5. If, after receipt of proposals, the PCO 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.

7.3 Rounding

Price per aircraft amounts provided in response to these instructions shall be rounded to the nearest dollar. Labor rates shall be rounded to the nearest penny.

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7.4 Volume Organization

The Offeror’s Price volume shall consist of the following sections:

• SECTION 1 – Statement of approved estimating, purchasing, and accounting systems; changes to estimating or accounting practices. If systems are not approved, provide status of corrective action.

• SECTION 2 – Completed Pricing Matrix (Attachment 3)

7.5 Pricing Matrix

Offerors shall provide a completed Pricing Matrix in accordance with the specific instructions included in the spreadsheet (Attachment 3). The completed spreadsheet shall be submitted as an electronic Microsoft Excel file. Failure to provide all prices (including $0.00) will render an initial proposal submission as incomplete. The completed pricing matrices will become part of the awarded contract (PWS Attachment 10).

The CDRL Requirements will not be specifically evaluated as part of the TEP as they will be Not Separately Priced (NSP).

All prices shall be in “Then Year” dollars, that is, inflated, not constant (Base Year) dollars.

8.0 VOLUME V – CONTRACT DOCUMENTATION

8.1 Expectations 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. Offerors must clearly identify any exception to the solicitation terms and conditions and must provide complete supporting rationale. The Government reserves the right to determine any such exceptions unacceptable and the proposal, therefore, ineligible for award.

8.2 Miscellaneous Information Required

8.2.1 Government Offices

Provide the mailing address, telephone and fax numbers, email addresses, and facility codes for the cognizant Contract Administration Office, DCMA, and Government Paying Office. Also, CUI//SOURCE SELECTION SENSITIVE provide the name, telephone and fax numbers, and email address for the Administrative Contracting Officer (ACO).

8.2.2 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.

9.0 OTHER INFORMATION

9.1 Reviews and Visits

The Source Selection Evaluation Board (SSEB) may provide direction to conduct site visits during the evaluation phase to gather information for judging the Offeror's potential for correcting deficiencies, quality of development or manufacturing practices/processes, or other areas useful in evaluating the offer. If conducted, the results will be assessed under the applicable factors/subfactors and will be used to validate and confirm the Offeror's written proposal.

9.2 Solicitation Applicable Documents

Applicable Documents to the program have been provided to the Offerors as a Bidder’s Library available by request via DoD SAFE (https://safe.apps.mil/).

The Offeror shall include a list and copy of any additional documents (Government, Commercial or otherwise) that would be applicable based on the specifics of their proposed approach.

10.0 ATTACHMENTS

Attachment 1 – Solicitation Cross Reference Matrix (S-CRM) (Omitted from Draft RFP) Attachment 2 – Past Performance Information Tool Instructions Attachment 3 – Pricing Matrix

5.8 Subfactor 4: Small Business Participation

10.0 ATTACHMENTS

Section L Attachment 2 Instructions to Offerors

Past Performance Information (PPI) for Offerors

Offerors must use the PPI Tool in order to electronically submit the PPI portion of the Past Performance Volume in accordance with the RFP.

PPI Tool (Access database) The Contracting Officer will send the PPI Tool to the offeror by using a secure government website. (e.g., DoDSAFE). Once the offeror receives the PPI Tool follow the below steps:

1. Click on the ppi tool (access database file) and save the “ppi tool” to your computer. Name the file as the prime contractor + RFP number + file extension (e.g.

XYZCompanyFA862524RB001.accdb).

Note: PPI Tools saved in Microsoft Office versions 2007 and greater will be saved with “.accdb” file extension.

Entering information in the PPI Tool After selecting and saving the tool, enter information by performing the following steps:

1. Open the saved PPI Tool.

2. Select the “Options” button from the “Security Warning” banner, if applicable

3. The “Security Alert” pop-up screen displays.

Figure 1: Security Alert Pop-up

Note:

• Files saved using Microsoft Office 2010 will have the “Enable Content” button on the “Security Warning” banner and therefore will not get a Security Alert pop-up.

• If a "read only" file is opened, in order to populate data in the file, click "Save As" in the "Read-Only" message bar. Enter the filename as the prime contractor + RFP number + file extension (e.g. XYZCompanyFA862524RB0018.accdb).

4. Select the radio button “Enable this content” and then click “OK.” A setup pop-up screen displays.

Figure 2: Setup Pop-Up

5. Select the “Start” button. The “Application Setup” screen displays.

Figure 3: Application Setup Screen

Note: Once the Offeror’s Name and RFP Number have been entered they can be edited by selecting the “Edit Offeror And RFP Number” button from the “Contractor’s Menu”

6. Enter the Offeror’s Name and RFP Number and then click the “Next” button. The application setup continues.

Figure 4: Continue the Application Setup

7. Choose the appropriate option by selecting the corresponding radio button and then click the

“Next” button. The “Contractor’s Menu” displays.

Figure 5: Contractor’s Menu

8. Click the “Step 1: Set up Business Relationships” button to create a business relationship, if applicable, for each business entity before proceeding throughout the PPI Tool (refer to Section L of the RFP for detailed instructions). Identify all prime and sub-prime organizations and categorize them according to the appropriate role in the proposed acquisition. The “Business Relationships” screen displays.

Figure 6: Business Relationships

9. Click the “New” button to create a business relationship for the proposed acquisition. An additional “Business Relationships” screen displays.

Figure 7: Enter New Business Relationship

10. Complete the fields as follows (fields marked on the screen with an asterisk ‘*’ are required):

• Contractor’s Name: Self-explanatory

• Role in Proposed Acquisition: Choose one of the four options – Prime, Sub, Joint

Venture, or Other (Explain). An explanation comment box will display when you select “Other.”

• Place of Work: Location where contractor will perform work.

• Percentage of Work: Identify percentage of work contributed by specified business entity

• Responsibilities: Detail proposed responsibilities of specified business entity.

11. Select one of the buttons at the bottom of the screen.

• Add – Saves the current business relationship and allows for the addition of a new one.

• Close – Cancels the current business relationship without saving.

Note: In order to edit or…