DRAFT Sec L - Instructions Conditions and Notices to Offerors 31 MAR 2025.pdf

FA300225R00008 (DRAFT)

31 March 2025

Section L - Instructions, Conditions, and Notices to Offerors

L.1 GENERAL INFORMATION

L.1.1 General

L.1.1.1 This section of the Instructions to Offerors (ITO) provides general guidance for preparing proposals, as well as specific instructions on the format and content of the proposals.

The Government intends to award an Air Education and Training Command (AETC)-wide Base Operations Support (BOS) Multiple Award Contract (MAC) Indefinite Delivery, Indefinite Quantity (IDIQ) contract under this solicitation consisting of two Pools: Pool 1 - SB Set-aside and Pool 2 – 8(a) Set-aside. Pool 1 will be open to all SB categories and Pool 2 will be further set aside for requirements previously competed and awarded to 8(a) contractors. All Offerors shall complete the Choice of Competition Form at Section L, Attachment 7 by checking the box in the form with the preferred competition pool election, clearly indicating the competition pool in which they intend to compete for award. Only one contract will be awarded per offeror for the AETC BOS MAC IDIQ program.

The Offeror’s proposal must include all data and information requested for the corresponding competition pool and must be submitted in accordance with (IAW) these instructions. Any Offeror who submits an incomplete package may be considered ineligible for award. The proposal shall be compliant with the requirements as stated in the Performance Work Statement (PWS) and the entire Solicitation, including attachments. Upon award of the AETC BOS MAC IDIQ, awardees will be required to attend a MAC Post Award Conference. Awardees will then be provided a fair opportunity to compete for individual task orders, based on the Pool they were awarded a contract, and each task order will include price or cost as one of the factors in the selection decision. TO’s will be placed for BOS services at centralized and decentralized AETC Air Force Base (AFB) locations. The MAC ordering period will include a five-year Base Period and a five-year Option Period.

This acquisition is a small business (SB) Set-aside for North American industry Classification System (NAICS) code 561210 – Facilities Support Services, with a dollar size standard of $47 Million.

L.1.1.2 The Government will evaluate the information presented in the Offeror's submission.

The proposal shall be clear, concise, and shall include sufficient detail for effective evaluation and for substantiating the validity of stated claims. It is the Offeror’s responsibility to provide a submission that enables the Government to effectively evaluate the Offeror’s submission. The Offeror has the burden to provide a submission that demonstrates the Offeror has an accurate understanding of the requirements; the Offeror has viable solutions for the requirements; and the

Offeror is able to meet the requirements. The Offeror is reminded the Government reserves the right to award this effort based on the initial proposal, as received, without discussions.

L.1.1.3 The proposal should not simply rephrase or restate the Government's requirements, but rather provide convincing rationale to address how the Offeror intends to meet these requirements. Where appropriate, specific examples of an Offeror’s processes may be used to demonstrate how the Offeror will meet the Government’s requirement. Offerors shall assume the Government has no prior knowledge of the Offeror’s experience or capability and will base the Government’s evaluation on the information presented in the Offeror’s proposal. Statements that the Offeror will provide a particular feature or objective without explaining how the Offeror proposes to meet that feature or objective are generally inadequate and may adversely impact the Government’s evaluation of the Offeror. While not all inclusive, the following types of statements are also considered inadequate:

L.1.1.3.1 Unsupported statements that the Offeror allegedly understands the requirements.

L.1.1.3.2 Unsupported statements that the Offeror allegedly can or will comply with requirements.

L.1.1.3.3 Unsupported statements that simply paraphrase the requirements.

L.1.1.3.4 Undefined or unexplained statements such as “best commercial practices will be used.”

L.1.1.3.5 Undefined or unexplained statements such as “standard procedures will be used.”

L.1.1.3.6 Undefined or unexplained statements such as “well-known techniques will be employed.”

L.1.1.4 Offerors are strongly encouraged to carefully review all Government provided information and documents, to include, but not limited to submittal instructions (including attachments), the PWS, Section M – Evaluation Factors for Award and all Section L – Instructions, Conditions, and Notices to Offerors.

L.1.1.5 Elaborate brochures, documentation, binding, detailed artwork, pictures or other embellishments are unnecessary and not desired.

L.1.1.6 Minimum Proposal Acceptance Period. Offeror’s proposals must be valid for 365 Days from the proposal submittal due date specified in the Solicitation. The term “acceptance period,” as used in this Solicitation, means the time period available to the Government to award a contract from the date specified in this Solicitation for receipt of proposals.

L.1.1.7 IAW Federal Acquisition Regulation (FAR) Subpart 4.8, Government Contract Files, the Government will retain one copy of all proposals. All additional copies of proposals will be destroyed by the Government after contract award.

L.1.1.8 Proposals that address only a subset of the Solicitation may be deemed incomplete and ineligible for award.

L.1.1.9 Oral presentations will not be accepted.

L.1.1.10 If an Offeror believes the requirements in these instructions contain an error, omission, or are otherwise unsound, the Offeror shall immediately notify the Contracting Officer (CO) (identified in Table L.2) in writing with supporting rationale, to include the remedies the Offeror is requesting the CO consider as related to the omission or error.

L.1.1.11 A virtual Draft Pre-RFP Industry Day will be conducted in lieu of a site visit in which AETC’s A5, 338 ESS and functional base experts will provide an informational overview of the contract and program requirements followed by a last chance Q&A session for all interested contractors. This virtual event will be conducted on 24 APR 2025 at 9:00AM CDT.

Attendance is limited to no more than three (3) attendees per Offeror. Attendees are required to RSVP by 23 APR 2025 at 4:00PM CDT.

L.1.1.11.1 To attend this joint informational session and receive the bidder's library documents (suitable for public release), interested parties must register by emailing Section L, Attachment 8, Registration for AETC BOS MAC Pre-RFP Release Industry Day, to the following; kari.barnett@us.af.mil, ricardo.flores.16@us.af.mil, paul.lewis.16@us.af.mil, kathryn.van_horn@us.af.mil, and donna.sims.1@us.af.mil. Please identify the three attendees that will represent your company at the virtual draft RFP Industry Day in your response, and ensure to include full name and email addresses for your attendees in the registration email. An MS Teams Link will be sent to the emails provided following the registration. Registration will open on 21 APR 2025 at 9:00AM CDT and close on 23 APR 2025 at 4:00PM CDT.

L.1.1.11.2 Pre-RFP Release Industry Day questions are encouraged and shall be submitted prior to the registration expiration. Be prepared to submit all other questions via chat. All contractor questions will be read, and the Government will provide answers for all attendees to hear. See Section L, Attachment 9, Q&A AETC BOS MAC Pre-RFP Release Industry Day. The sole purpose of the Draft RFP Industry Day is to provide an opportunity for last minute questions prior to the RFP release. All contractor questions and Government provided answers will be posted via a consolidated list on SAM.gov.

L.1.1.12 Electronic Documents mailto:kari.barnett@us.af.mil mailto:ricardo.flores.16@us.af.mil mailto:paul.lewis.16@us.af.mil mailto:donna.sims.1@us.af.mil

L.1.1.12.1 All referenced documents suitable for public release for the Solicitation are available on the Procurement Integrated Enterprise Environment (PIEE) Solicitation Module and the System for Award Management (SAM) at https://SAM.gov/ to include any future amendments to the Solicitation. Potential Offerors are encouraged to subscribe for real-time e-mail notifications when information has been posted to the website for this Solicitation.

L.1.1.12.2 Amendments to Solicitation. If the Solicitation is amended, all terms and conditions that are not amended remain unchanged. Offerors shall acknowledge receipt of any amendments to this request in the PIEE Solicitation Module by signing and returning the front page of each amendment to the Points of Contacts (POC) identified in Table L.2 no later than the date and time specified in the amendment(s).

L.1.1.12.3 Submission, Revision, Modification and Withdrawal of Proposals. Proposals shall be submitted via these instructions to the POCs identified in Table L.2. Proposals may be withdrawn by written notice received at any time before award.

L.2.0 Organization/Number of Copies/Page Limits

L2.1 General

L.2.1.1 Organization/Number of Copies/Page Limits. The Offeror’s proposal must include the solicitation number, name, address, telephone number and electronic e-mail address of the Offeror. The Offeror shall prepare the proposal as set forth in the Proposal Organization Table (Table L.1). The titles and contents of the volumes shall be as defined in this table, all of which shall be within the required page limits and with the number of copies as specified in Tables L.1.

The contents of each proposal volume are described in the paragraphs below:

Table L.1 - Proposal Organization for each Pool

Volume Volume Title Page Limit I Technical 50 II Past Performance 30 III Responsibility/Contracting

Documentation Unlimited

L.2.1.2 Page Limitations. Page limitations for each volume are listed in Table L.1 above and shall be treated as maximums. Each page shall be counted except the following: the transmittal letter, cover pages, tab-divider pages, title pages, table of contents, cross-reference matrix, lists of tables and drawings, glossary and acronyms. If the proposal exceeds the page limitation, the excess pages at the end of proposals will not be read or considered for evaluation. Page limitations may be placed on responses to Evaluation Notices (ENs). All EN responses shall comply with the page limitation specified in Table L.1.

L.2.1.3 Page Size and Format. A page is defined as each face of a sheet of paper containing information. Narrative documentation shall be submitted in Microsoft Word and searchable PDF (version Office 2010 or more recent). Page size shall be 8.5 x 11 inches, not including foldouts.

Typing shall be single-spaced, not less than 12 font size (pitch), and Times New Roman font style. 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 top and bottom and ¾-inch side margins. Pages shall be numbered sequentially by volume. These page size and format restrictions shall apply to responses to ENs.

L.2.1.4 Legible tables, charts, graphs and figures shall be used wherever practical to depict organizations, systems and layout, implementation schedules, plans, etc. These displays shall be uncomplicated, legible, and shall not exceed 11 x 17 inches in size. Fold out pages shall fold entirely within the volume, and count as a single page. Foldout pages may only be used for large tables, charts, graphs, diagrams and schematics not for pages of text. For tables, charts, graphs and figures, the text shall be no smaller than 10 font size (pitch), Times New Roman font style.

L.2.1.5 Each volume shall be written on a stand-alone basis so that its contents may be evaluated without cross referencing to other volumes of the proposal. Information required for proposal evaluation which is not found in its designated volume will be assumed to have been omitted from the proposal.

L.2.1.6 Cross-referencing within a proposal volume is permitted where its use would conserve space without impairing clarity.

L.2.1.7 Indexing. Each volume shall contain a detailed table of contents to delineate the subparagraphs within that volume. Tab indexing shall be used to identify sections. Tabs do not count against the page limitations for their respective volumes.

L.2.1.8 Glossary of Abbreviations and Acronyms. Each volume shall contain a glossary of all abbreviations and acronyms used, and an explanation for each. Glossaries do not count against the page limitations for their respective volumes.

L.2.2 Submissions

L.2.2.1 All volumes shall be developed in Microsoft Word and Excel (version Office 2010 or more recent) – Word documents may be converted to searchable PDF, but Excel shall remain in Excel format. If submitting a searchable PDF document, the Microsoft Word document shall be submitted with the PDF document.

L.2.2.2 Submission of offers. Submit signed and dated offers in the PIEE Solicitation Module to the POC’s identified in Table L.2 on or before the date and time specified in paragraph L.2.3.2.

L.2.2.3 PIEE Solicitation Module: All proposals shall be submitted using the PIEE Solicitation Module. Registration instructions have been included in Section L, Attachment 10. Training videos can be accessed within the Web Based Training module in PIEE for the use of the Solicitation module and the submission of proposals.

L.2.2.4 It is the Offeror's responsibility to confirm receipt of all formal communications.

Verification of receipt of communications can be done via email.

L.2.2.5 Late proposals will be processed IAW FAR 52.215-1(c)(3), Submission, Modification, Revision, and Withdrawal of Proposals.

L.2.3 Distribution

L.2.3.1 Solicitation Questions: The CO is the sole POC for this acquisition. Questions pertaining to the Solicitation, or any of its attachments, shall be submitted in writing using Section L, Attachment 12, Q&A – AETC BOS MAC Solicitation spreadsheet. Address any questions or concerns to all POCs listed in Table L.2 below. Questions pertaining to the Solicitation Volume I Technical shall be submitted no later than (NLT) 3:00 PM CDT on May XX, 2025. Questions pertaining to Volume II Past Performance shall be submitted NLT 3:00 PM CDT on May XX, 2025 and will not be answered until after the due date has passed. The Government will attempt to respond to all questions prior to proposal due date; however, questions submitted after the date and time above will not be answered.

L.2.3.2 Proposals shall be submitted to the CO listed in Table L.2 below and shall consist of a Cover Letter and three (3) separate volumes IAW Table L.1: Volume I – Technical, Volume II – Past Performance and Volume III – Responsibility/Contract Documentation. The volumes shall be submitted in accordance with the instructions and due dates below. The Cover Letter is a stand-alone document and shall be submitted with Volume I.

Volume I – Technical, Cover Letter and Volume III – Responsibility/Contracting Documentation shall be submitted NLT 3:00 PM CDT on May XX, 2025 and shall be submitted via the PIEE Solicitation Module.

Volume II - Past Performance shall be submitted NLT 3:00 PM CDT on May XX, 2025 and shall be emailed to the CO and Contract Specialist (CS) listed in Table L.2 only. Past Performance Questionnaires (PPQs) (Section L, Attachments 3 and/or 4) shall be submitted by the Offeror’s contract POCs NLT the Volume II – Past Performance due date and shall be submitted directly to the two (2) Contracting Officers and two (2) Contracting Specialists listed in Table L.2.

L.2.3.3 The cover letter shall include the following:

a) Small Business Status/Socioeconomic Categories as appropriate

b) Company points of contact with email and phone number

c) Commercial and Government Entity (CAGE) Code & Unique Entity Identifier

(UEI) number

d) Tax Identification Number (TIN)

e) A statement that Offeror’s company understands the requirements specified in the

Performance Work Statement (PWS) and will meet the performance standards and requirements therein.

f) A statement that Offeror’s company does or does not take exception to any of the requirements of the PWS or terms/conditions of the resulting contract. Exceptions taken shall be clearly identified and defined.

Table L.2 - Distribution/Contact Information For JBSA-Randolph Submissions – PIEE Solicitation Module Kari L. Barnett Contracting Officer

338 ESS/PKC

Proposal submissions via e-mail will not be accepted, except for Volume II Past Performance IAW paragraph L.2.3 Email Contact Information:** Ms. Kari Barnett Contracting Officer (Primary)

338 ESS/PKC

Email: kari.barnette@us.af.mil Mr. Ricardo Flores Contracting Officer (Secondary)

338 ESS/PKC

Email: ricardo.flores.16@us.af.mil Mr. Paul Lewis Contract Specialist Email: paul.lewis.16@us.af.mil Ms. Donna Sims Contract Specialist Email: donna.sims.1@us.af.mil Ms. Kathryn Van Horn

Contracting Officer 338 ESS/PKC Email: kathryn.van_horn@us.af.mil Mr. Adrian Gonzalez Program Manager 338 ESS/AFICC/AQT Email: adrian.gonzalez.15@us.af.mil ** All email communication must reference Solicitation FA300225R0008

L.3 Proposals Volume I – Technical (Factor 1), Volume II – Past Performance (Factor 2), and Volume III Contract Documentation

L.3.1 VOLUME I – TECHNICAL (FACTOR 1) The Offeror’s Technical Volume shall be specific and complete. Legibility, clarity and coherence are very important. Offerors’ proposals will be evaluated against the technical criteria defined in Section M – Paragraph M.3, Evaluation of Offeror’s Proposal. Using the instructions provided below, provide as specifically as possible, the actual methodology Offeror would use for accomplishing/satisfying the required criteria. All the requirements specified in the Solicitation are mandatory. The Offeror should not simply rephrase or restate the Government’s requirements, but rather provide convincing rationale to address how the Offeror intends to meet these requirements.

The Technical Volume shall be organized according to the following outline:

a) Table of Contents (Not included in the 50-page limit)

b) List of Tables and Figures (Not included in the 50-page limit)

c) Subfactor One (1) – Base Operations

d) Subfactor Two (2) – Workforce Management

e) Subfactor Three (3) – Performance Management

f) Cross Reference Table (Not included in the 50-page limit)

g) Glossary (Not included in the 50-page limit)

L.3.1.1 Pool 1, Small Business Set-Aside

L.3.1.1.1 Subfactor 1 - Base Operations - The Offeror shall propose a comprehensive approach that:

L.3.1.1.1.1 Element 1a) provides specific, comprehensive processes and methods that demonstrate the capability to deliver Operations and Maintenance services. This includes managing the condition of all component inventory management metrics for utility systems, specifically referencing the Utilities AMP (Activity Management Plan) managed by the Operations section, along with other sub-AMPs related to water, wastewater, storm water, and mechanical distribution systems. The Offeror is expected to gather data and provide information to support the development of these plans, ensuring effective asset management and communication between the government and other base management sections for utility systems in accordance with PWS Section 3.1.7.4.

L.3.1.1.1.2 Element 1b) provides specific, comprehensive processes demonstrating a clear understanding and capability to deliver Installation Engineering services that includes, but not limited to; producing high-quality designs that minimize the likelihood of change orders due to errors, omissions, or insufficient detail, exhibiting established processes for design review and quality control, portfolio optimization, and demonstrating a commitment to meeting design deadlines and delivering designs promptly in accordance with local, state, and federal policies/regulations and PWS Section 3.1.8.

L.3.1.1.2 Pool 1 Subfactor 2 - Workforce Management - The standard is met when the proposed approach:

L.3.1.1.2.1 Element 2a) provides an acceptable comprehensive Staffing Plan identifying key management positions with a detailed workforce strategy to fully recruit, train, qualify, certify and retain personnel. The plan describes compensation plans, staffing incentives, cross-utilization, contingency plans and innovative solutions to maintain coverage for one-deep positions during unexpected absences, and allows for the flexibility needed to meet changing, unscheduled, urgent and surge BOS requirements.

L.3.1.1.2.2 Element 2b) demonstrates an acceptable organizational structure defined with an organizational chart(s), along with adequate rationale for the proposed structure that includes roles and responsibilities for each organizational element, e.g., divisions, branches, work centers, etc. Provide a chart that covers all 20 PWS service areas IAW PWS Section 3; and clearly indicates which of the 20 PWS services areas the prime contractor, their affiliate(s), joint venture(s), mentors, protégé, partners, subcontractor(s), etc. will be performing IAW FAR 9 Subpart 9.6, Contractor Team Arrangements.

L.3.1.1.3 Pool 1 Subfactor 3 - Performance Management- The standard is met when the proposed Quality Management System (QMS) approach, IAW PWS Section 3.3 and ISO 9001:2015, Quality Management Systems – Requirements, demonstrates:

L.3.1.1.3.1 Element 3a) a comprehensive organizational structure for Quality Control showing clear lines of authorities and responsibilities;

L.3.1.1.3.2 Element 3b) an acceptable detailed method to identify discrepancies, assess risk, analyze root causes, devise, implement, track and close corrective actions and identifies and documents trends.

L.3.1.2 Pool 2, 8(a) Set-Aside

L.3.1.2.1 Pool 2 Subfactor 1 - Base Operations - The standard is met when the proposed approach:

L.3.1.2.1.1 Element 1a) Provides a comprehensive plan and strategy to maintain and operate HVAC, chillers, and chiller plants to include a clear understanding to preventative maintenance, specifically addressing monitoring using Energy Management Control Systems and controls maintenance/operations for the afore mentioned systems IAW PWS Section 3.1.7.4.

L.3.1.2.1.2 Element 1b) provides specific, comprehensive processes demonstrating the capability for providing Installation Engineering IAW PWS Section 3.1.8 for producing high-quality 100% ready for construction or 35% design/build (DB) packages to include evidence that the design packages did not result in after award change orders due to design errors, omissions, or insufficient design details in a timely manner.

L.3.1.2.1.3 Element 1c) Provides a comprehensive plan to manage/update/configure legacy systems/replacement systems and communication plan between offeror and government personnel.

L.3.1.2.2 Pool 2 Subfactor 2 - Workforce Management - The standard is met when the proposed approach:

L.3.1.2.2.1 Element 2a) provides an acceptable comprehensive Staffing Plan identifying key management positions with a detailed workforce strategy to fully recruit, train, qualify, certify and retain personnel. The plan describes compensation plans, staffing incentives, cross-utilization, contingency plans and innovative solutions to maintain coverage for one-deep positions during unexpected absences, and allows for the flexibility needed to meet changing, unscheduled, urgent and surge requirements.

L.3.1.2.2.2 Element 2b) demonstrates an acceptable organizational structure defined with an organizational chart(s), along with adequate rationale for the proposed structure that includes roles and responsibilities for each organizational element, e.g., divisions, branches, work centers, etc. Provide a chart that covers all 20 PWS service areas IAW PWS Section 3; and clearly indicates which of the 20 PWS services areas the prime contractor, their affiliate(s), joint venture(s), mentors, protégé, partners, subcontractor(s), etc. will be performing IAW FAR 9 Subpart 9.6, Contractor Team Arrangements

L.3.1.2.3 Pool 2 Subfactor 3 - Performance Management- Performance Management- The standard is met when the proposed Quality Management System (QMS) approach, IAW PWS Section 3.3 and ISO 9001:2015, Quality Management Systems – Requirements, demonstrates:

L.3.1.2.3.1 Element 3a) a comprehensive organizational structure for Quality Control showing clear lines of authorities and responsibilities;

L.3.1.2.3.1 Element 3b) an acceptable detailed method to identify discrepancies, assess risk, analyze root causes, devise, implement, track and close corrective actions and identifies and documents trends.

L.3.2 VOLUME II – PAST PERFORMANCE (FACTOR 2):

L.3.2.1 Volume Organization. Volume II shall be prepared and organized IAW these instructions and paragraph L.3.2.3 of Section L. Each Offeror’s proposal will be evaluated IAW the evaluation criteria in Section M – Paragraph M.3, Evaluation of Offeror’s Proposal. The following will apply:

L.3.2.1.1 Special Considerations for Joint Venture Prime Offerors: Per 13 C.F.R. § 125.8(e) when evaluating the capabilities, past performance, experience, business systems and certifications of an entity submitting an offer for a contract set aside or reserved for small business as a joint venture established pursuant to this section, a procuring activity must consider work done and qualifications held individually by each partner to the joint venture as well as any work done by the joint venture itself previously. A procuring activity may not require the protégé firm to individually meet the same evaluation or responsibility criteria as that required of other offerors generally. The partners to the joint venture in the aggregate must demonstrate the past performance, experience, business systems and certifications necessary to perform the contract.

L.3.2.1.2 The Past Performance Volume shall be organized according to the following outline:

a) Table of Contents

b) Summary Page

c) Past Performance Information Worksheets, Sec L, Attachment 1 and//or 2, (Does not count towards the 30 Page Limitation)

d) Specific Content

a. Problems/Issues

b. Organizational Structure Change History

e) Glossary

L.3.2.1.3 Volume II - Past Performance shall contain a detailed table of contents to delineate the subparagraphs within that volume.

L.3.2.1.4 Past Performance Information (PPI) Worksheets (Section L, Attachment 1 and/or 2).

The information contained in the PPI worksheets provide the Offeror’s proposed Past Performance contracts, the Offeror’s relevancy determination, and the Offeror’s comments on performance issues, if any. The Offeror shall provide a maximum of six (6) PPI worksheets. The contracts on the PPI worksheets must be contracts specific to the prime offeror, their affiliate(s), joint ventures, mentors, protégé, partners, subcontractor(s), etc. that are performing meaningful work to achieve successful performance. Contracts may include federal, state, and local Government and commercial customers. Each PPI worksheet must cover recent and relevant performance consistent with the definitions in Section L, paragraphs L.3.2.2.1 and L.3.2.2.2. The PPI worksheets shall be submitted within Volume II – Past Performance by the due date specified in paragraph L.2.3.2. The length of each PPI worksheet submission is limited to no more than seven (7) pages. PPI worksheets do not count against the page limitation (30 pages) for Volume II - Past Performance.

L.3.2.1.5 Past Performance Questionnaire (PPQ) (Section L, Attachment 3 and/or 4). The PPQ will only be allowable in the event a CPARS is not available for a PPI submission. If applicable, the information contained in the PPQ will be used as part of the evaluation of the Offeror’s past performance. Each Offeror may provide PPQs for each of the six (6), recent and relevant contracts provided on the PPI worksheets provided IAW Section L, paragraph L.3.2.1.5. The Offeror(s) shall complete Section 1 and forward the PPQs to the POC responsible for monitoring contract performance. The responsibility to send out and ensure Government receipt of the PPQs rests solely with the Offeror. The Offeror shall exert its best effort to ensure that a current POC, per relevant contract, submits a completed PPQ directly to the Government not later than the required due date. The contract POCs shall return the questionnaires via email DIRECTLY to the points of contact listed in Table L.2, Distribution/Contact Information, no later than the due date for Volume II – Past Performance specified in paragraph L.2.3.2. Any questionnaires not returned directly to the Government POCs, or received after the due date, will not be reviewed or evaluated.

L.3.2.1.6 The evaluation will be based on the Offeror’s/subcontractor’s/teaming partner’s/joint venture firms, or affiliate’s past performance and NOT on specific individuals. DO NOT submit past performance on specific individuals such as Key Personnel.

L.3.2.1.7 Ordering-Type Contract Submissions: Performance is demonstrated at the Task Order (TO) level for ordering type contractual vehicles (for example, an Indefinite-Deliver Indefinite Quantity type contract per FAR Subpart 16.5). Therefore, the Offeror shall submit the individual TO for evaluation, not the basic ordering contract vehicle itself. The Government will use the information submitted for each TO to evaluate the effort(s’)’s recency, relevancy, and quality of performance. Additionally, the Offeror shall provide the total dollar value obligated and total period of performance for each TO and annotate if the CPARS is done at the Master Contract or TO level. An appendix may be attached to the PPI to list the TO numbers, ordering vehicle number, total dollar value and period of performance as required. This appendix will not count against the PPI page count.

L.3.2.2.1. Recency Definition. To be recent, at least 12 months of the effort’s period of performance must have been performed during the past five (5) years from the date of issuance of this Solicitation.

L.3.2.2.2. Relevancy Definition. Relevancy, as it pertains to past performance information, is a measure of the extent of similarity between the service/support effort (scope), complexity, dollar value (magnitude); and a measure of the likelihood that the past performance is an indicator of future performance. In determining relevancy, the Government will consider the role in the effort accomplished by the prime offeror, their affiliate(s), joint ventures, mentors, protégé, partners, subcontractor(s) etc. on previous/current contracts compared to this solicitation. The Government anticipates that the combination of contracts would cover all the Primary Evaluation Areas identified in Table M.4 and M.5 respectively. Relevancy is being determined based on PWS Section/Primary Evaluation Areas, not the requirement as a whole, and is further defined in Section M, paragraph M.3.2.2 and Table M.3. The Government is not bound by the Offeror’s opinion of relevancy.

L.3.2.3 Specific Content.

L.3.2.3.1 Problems/Issues: If problems were encountered during the performance of the identified contracts, provide evidence of the ability to isolate the root causes of problems and include in the Past Performance volume a description of programs or actions taken to resolve those causes. Note: In the case of Contractor Performance Assessment Report System (CPARS), if your input has already been provided and the rationale/circumstances have not changed, DO NOT repeat them here.

L.3.2.3.2 Organization 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 with the proposal past performance volume a “roadmap” describing all such changes in the organization of your company. As part of this explanation, describe how these changes impacted the relevance of any efforts you identify. Since the Government intends to consider present and past performance provided by other sources as well as that provided by the Offerors, 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.

L.3.2.4 Early Proposal Information

L.3.2.4.1 Volume II – Past Performance shall be submitted by the due date specified in paragraph L.2.3.2 and shall be submitted through email to the Contracting Officer and Contract Specialist listed in Table L.2 only. This will facilitate a timelier past performance evaluation.

Failure to submit Volume II by the due date will result in Offeror disqualification.

L.4.0 VOLUME III – RESPONSIBILIT Y/CONTRACT DOCUMENTATION

L.4.1 General. The purpose of Volume III is to provide information to the Government for preparing the contract document and supporting file. The Offeror's proposal shall include a signed and dated copy of the Solicitation Standard Form 33, Solicitation, Offer and Award (SF 33). The Offeror’s proposal shall also include a signed and dated copy of each Solicitation Amendment SF 30.

L.4.2 Solicitation/Representations and Certifications

L.4.2.1 Contractor Responsibility. To assist the CO in determining contractor responsibility IAW FAR Subpart 9.1, Responsible Prospective Contractors, Offerors shall explain how they plan to maintain adequate financial resources for a contract of this magnitude and length. Offerors shall address their fiscal plan for covering mobilization, unexpected or emergency situations, and initial performance costs prior to recoupment in the form of monthly invoice payments. Offerors must provide complete financial statements for the last three years and Statements of Cash Flows for the firms or corporations proposed, as well as year-to-date financial information through the last quarter available. The year-end financial statements must be certified by an independent accounting firm, if practicable, or at least by an authorized officer of the organization. In addition, Offerors shall explain how performance of the resultant contract will be funded. If the Offeror intends to rely on internally available working/operation capital, evidence of availability must be submitted. If the Offeror plans to rely on financial support from other sources, identify the maximum lines of credit that may be available to include documentation to support the amounts and a point of contact and phone number for the lender. The maximum lines of credit must include this requirement’s scope of work. If the Offeror is a combination of firms (including joint venture partners, individual companies which comprise the proposed organization, and/or subcontractors), discuss the financial responsibilities among the companies.

Historical and year-to-date financial data shall be submitted for each company that makes up the Offeror, and the ability to fund contract performance shall be addressed for the combined firm.

L.4.2.2 Approved Accounting System. The Offeror shall provide evidence their accounting system complies with all the requirements in DFARS 252.242-7006. An Offeror who fails to provide evidence their accounting system complies with all the requirements in DFARS 252.242-7006 may be deemed non-responsible.

L.4.2.3 The Offeror shall provide evidence of compliance with National Institute of Standards and Technology (NIST) Special Publication (SP) 800-171 and Supplier Performance Risk System (SPRS) requirements.

L.4.2.4 The Cybersecurity Maturity Model Certificate (CMMC) will be required at the basic contract level IAW DFARS 252.204-7021. Offerors shall have obtained the CMMC level certificate prior to contract award.

L.4.3 Section–A - Solicitation/Contract Form

L.4.3.1 Complete blocks 12-18 of the Standard Form 33, Solicitation, Offer and Award (SF33).

A signature is required by the Offeror on the SF33 which constitutes an offer, which the Government may accept.

L.4.4 Section–B - Supplies or Services and Costs/Prices

L.4.4.1 Cost/Price will not be evaluated at the MAC level.

L.4.5 Section–H - Special Contract Requirements

L.4.5.1 Unique Contract Requirements are described in the special clauses in Section H of the Solicitation. The Offeror shall provide a statement confirming review and understanding of the requirements in the Section H clauses.

L.4.6 Section I - Contract Clauses

L.4.6.1 All other contract clauses are listed in Section I of the Solicitation. The Offeror shall provide required information to complete clauses as required.

L.4.7 Section J – Attachments

1. Performance Work Statement

2. Ordering Guide

3. Technical Library Data - RESERVED

L.4.7.1 All attachment listed in Section J – List of Attachments are included as part of the Solicitation. Section J, Attachment 3 – Technical Library Data (that is suitable for public release) will be available by emailing the POCs a request including your Unique Entity Identifier (UEI), POC Name, POC Email and POC Phone Number.

L.4.8 Section K - Representations, Certifications, and Other Statements of Offerors

L.4.8.1 Complete representations, certifications, acknowledgments and statements. Offeror is required to complete an online provision IAW FAR 52.204-8, Annual Representations and Certifications (Dec 2019). The Offeror shall insert “None” into FAR 52.204-8(d) [if applicable] to indicate that the fill-in was not missed.

L.4.9 Exceptions to Solicitation Requirements

L.4.9.1 Offerors shall meet all Solicitation requirements, such as terms and conditions, representations and certifications, and technical requirements, in addition to those identified as evaluation factors. Failure to meet a requirement may result in an offer being ineligible for award. Offerors must clearly identify any exception to the Solicitation terms and conditions and provide complete accompanying rationale. Each exception shall be specifically related to each paragraph and/or specific part of the Solicitation to which the exception is taken. Provide rationale in support of the exception and fully explain its impact, if any, on the performance, schedule, cost, and specific requirements of the Solicitation.

L.4.10 Other Information Required

L.4.10.1 Authorized Offeror Personnel

L.4.10.1.1 Provide the name, title, telephone number and e-mail address of the company/division point of contact regarding decisions made with respect to your proposal and who can obligate your company contractually. Also, identify those individuals authorized to negotiate with the Government.

L.4.10.2 Company/Division Address, Identifying Codes, and Applicable Designations

L.4.10.2.1 Provide company division's street address, county and zip code; CAGE code; UEI number; Taxpayer Identification Number (TIN); size of business (large or small).

L.4.10.3 Identify Teaming Arrangements and/or provide Letters of Intent.

L.4.10.3.1 If applicable, Offerors shall complete Proposed Teaming/Subcontracting List.

L.4.10.3.2 If applicable, Offerors shall provide written contract teaming arrangement agreements, subcontracting letters of intent, joint venture agreements, etc. that clearly identify roles and responsibilities of all members. All associated parties must sign the corresponding agreements, and they must be in effect prior to date of proposal submission. This information will not be counted towards Offeror page limitations (unlimited) as noted in Table L.1. Proposal Organization. If an Offeror proposes to use any type of joint venture or mentor protégé, the Offeror must provide a copy of that agreement and ensure it meets all elements of a joint venture complies with 13 C.F.R. § 125.8(b)(2) and for mentor protégé’s complies with 13 C.F.R § 125.9.

The joint venture agreement must be signed by all parties, clearly identify the roles and responsibilities of each party, and be submitted along with the Offeror’s proposal. The copy of the joint venture or mentor protégé agreement provided by the Offeror will not be counted towards the Offeror’s page limitations (unlimited) as noted in Table L.1.

L.4.10.3.3 If applicable, provide complete, verifiable information detailing the joint venture, to include any relevant and recent information on previous teaming arrangements with same partner. Submit information relative to the formation, organization and operation of the business unit. Additional information that should be submitted shall include cost and revenue sharing agreements and any other information which describes the business arrangement. Disclose existing or planned agreements between and among the principals, each company’s responsibility for financial management of the venture, the business systems contemplated for use by the entity and their location.

L.4.10.4 Government Field Support Agencies

L.4.10.4.1 If applicable, identify the cognizant Defense Contract Audit Agency (DCAA) and Defense Contract Management Agency (DCMA) office responsible for administration of the Offeror’s Government contracts.

L.4.11 Alternate Proposals

L.4.11.1 No alternate proposals will be accepted.

L.4.12 Non-Government Advisors

L.4.12.1 Non-Governmental Advisors will not be used.

(End of Attachment)

ATTACHMENT L-1

SECTION L

SB Pool PAST PERFORMANCE INFORMATION SHEET

Provide the information requested in this form for each contract being described. Provide frank, concise comments regarding your performance on the contracts you identify. Provide a separate completed form for each contract reference submitted. Limit the number of past efforts submitted and the length of each submission to the limitations set forth at paragraphs L.1.2.1 and L.3 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).

FOR: AETC BOS MAC IDIQ

A. Offeror Name (Company/Division):

Performed as:

____ Prime ____Subcontractor Performed on:

____ DoD Contract ____ Non-DoD Contract

CAGE Code:

DUNS Number:

B. Program Title:

C. Contract Specifics:

1. Contracting Agency/Customer: 2. Contract Number:

3. Contract Vehicle:

IDIQ, Task Order or Other Contract Type

4. Contract Type: CPFF, CPIF, CPAF, FFP, T&M, Other

5. Period of Performance:

6. Original Contract $ Value (including all options):

7. Current Contract $ Value or for IDIQ contracts the $ Value of TO/DO awards won (including all options):

8. If amounts in 6 and 7 are different, provide a brief description of the reason (don’t have to explain the difference between IDIQ $ Value and $ Value of TO/DO awards won):

D. Brief Description of Effort

Provide a clear concise description of the efforts performed. For IDIQ type contracts identify if performance is/was assessed at the contract or task/delivery order level and if a Contract Performance Assessment Reporting System (CPARS) is available. Per Section L instructions if a CPARS is available the Offeror must submit with their Past Performance Volume II.

E. Completion Date:

1. Original Date: 2. Current Schedule:

3. Estimate at Completion: 4. How Many Times Changed:

5. Primary Causes for Change:

F. Primary Customer Points of Contact: (For Government contracts, provide current contact information on both individuals. For commercial contracts, provide points of contact fulfilling these same roles).

1. Program Manager/Project Manager, COR, ACOR or other Technical POC

2. Contracting Officer or Administrator

Name/Position Office Address

Telephone E-Mail FAX # (If available)

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

H. Illustrate how the experience under the contract submitted is relevant to the AETC BOS MAC IDIQ requirements.

J. Describe for all Subcontractor Past Performance referenced contracts the following: What technical focus areas the Offeror intends the Subcontractor to perform on and estimate the percentage of the total proposed effort to be performed by this Subcontractor entity for the first three years of the AETC BOS MAC IDIQ. The Government realizes no one contractor will know the amount of work to be performed in the future. However, the Government understands that in teaming with this Subcontractor you had a plan to utilize them on Task Orders no matter the outcome.

K. AETC BOS MAC IDIQ Past Performance Relevance Evaluation Matrix for PWS Scope, attached below. For every PPI submitted put an X for the PWS Basic Service Focus Areas that reflects what each PPI covers for relevancy. Failure to meet all the PP Evaluation areas may result in a lower Performance Confidence Assessment rating. (Note, this table must be submitted as a separate page and will not be counted toward the page limitation.)

POOL 1 SB Set-Aside Past Performance Relevance Evaluation Matrix Past Performance Efforts Submitted with contract numbers identified in PPIs:

(Across)

PPI 1

Contract #:

PPI 2

Contract #:

PPI 3

PPI 4

PPI 5

PPI 6

Contract #:

Basic Service Focus Areas as defined in the following PWS Sections:

(Below)

PWS Section 3.1.6 Installation Management

3.1.7.4 Operation and Maintenance

3.1.8 Installation Engineering

3.1.9 Ground

3.1.10 Emergency

3.1.14 Supply

and Logistic Material

ATTACHMENT L-2

SECTION L

8(a) POOL PAST PERFORMANCE INFORMATION SHEET

Provide the information requested in this form for each contract being described. Provide frank, concise comments regarding your performance on the contracts you identify. Provide a separate completed form for each contract reference submitted. Limit the number of past efforts submitted and the length of each submission to the limitations set forth at paragraphs L.1.2.1 and L.3 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).

FOR: AETC BOS MAC IDIQ

A. Offeror Name (Company/Division):

Performed as:

____ Prime ____Subcontractor Performed on:

____ DoD Contract ____ Non-DoD Contract

CAGE Code:

DUNS Number:

B. Program Title:

C. Contract Specifics:

1. Contracting Agency/Customer: 2. Contract Number:

3. Contract Vehicle:

IDIQ, Task Order or Other Contract Type

4. Contract Type: CPFF, CPIF, CPAF, FFP, T&M, Other

5. Period of Performance:

6. Original Contract $ Value (including all options):

7. Current Contract $ Value or for IDIQ contracts the $ Value of TO/DO awards won (including all options):

8. If amounts in 6 and 7 are different, provide a brief description of the reason (don’t have to explain the difference between IDIQ $ Value and $ Value of TO/DO awards won):

D. Brief Description of Effort

Provide a clear concise description of the efforts performed. For IDIQ type contracts identify if performance is/was assessed at the contract or task/delivery order level and if a Contract Performance Assessment Reporting System (CPARS) is available. Per Section L instructions if a CPARS is available the Offeror must submit with their Past Performance Volume II.

E. Completion Date:

1. Original Date: 2. Current Schedule:

3. Estimate at Completion: 4. How Many Times Changed:

5. Primary Causes for Change:

F. Primary Customer Points of Contact: (For Government contracts, provide current contact information on both individuals. For commercial contracts, provide points of contact fulfilling these same roles).

1. Program Manager/Project Manager, COR, ACOR or other Technical POC

2. Contracting Officer or Administrator

Name/Position Office Address

Telephone E-Mail FAX # (If available)

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

H. Illustrate how the experience under the contract submitted is relevant to the AETC BOS MAC IDIQ requirements.

J. Describe for all Subcontractor Past Performance referenced contracts the following: What technical focus areas the Offeror intends the Subcontractor to perform on and estimate the percentage of the total proposed effort to be performed by this Subcontractor entity for the first three years of the AETC BOS MAC IDIQ. The Government realizes no one contractor will know the amount of work to be performed in the future. However, the Government understands that in teaming with this Subcontractor you had a plan to utilize them on Task Orders no matter the outcome.

K. AETC BOS MAC IDIQ Past Performance Relevance Evaluation Matrix for PWS Scope, attached below. For every PPI submitted put an X for the PWS Basic Service Focus Areas that reflects what each PPI covers for relevancy. Failure to meet all the PP Evaluation areas may result in a lower Performance Confidence Assessment rating. (Note, this table must be submitted as a separate page and will not be counted toward the page limitation.)

POOL 2 8(a) Set-Aside Past Performance Relevance Evaluation Matrix Past Performance Efforts Submitted with contract numbers identified in PPIs:

(Across)

PPI 1

PPI 2

Contract #:

PPI 3

PPI 4

PPI 5

PPI 6

Contract #:

Basic Service Focus Areas as defined in the following PWS Sections:

(Below)

3.17.4 Operation &

3.1.9 Ground

3.1.11 Vertical

Transportation Equipment

(VTE)

3.1.14 Supply

& Logistics Material

3.1.15 Transportation

3.1.20 Custodial Services

ATTACHMENT L-3

SB POOL PAST PERFORMANCE QUESTIONNAIRE

When filled in this document is considered Source Selection Information – See FAR 2.101 and 3.104

SECTION 1: CONTRACT IDENTIFICATION

A. Contractor:

B. Cage Code of contractor contract was awarded to:

C. Role (check): Prime Subcontractor Teaming Partner Joint Venture Partner

Other (specify)

If…