Draft Instructions to Offerors.doc

FAR CLAUSE 52.212-1

THIS SECTION IS FOR SOLICITATION PURPOSES ONLY. THIS SECTION WILL BE PHYSICALLY REMOVED FROM ANY RESULTANT AWARD, BUT WILL BE DEEMED INCORPORATED BY REFERENCE.

52.212-1 INSTRUCTIONS TO OFFERORS (ITO)--COMMERCIAL ITEMS (JAN 2005)

ADDENDUM TO 52.212-1 Instructions to Offerors – Commercial Items

1.0 PROGRAM STRUCTURE AND OBJECTIVES

This contract is to acquire non-personal Advisory and Assistance Services (A&AS) to provide program management, engineering, and acquisition support to USSTRATCOM and ESC mission area Program Managers (PM), Functional Managers (FM) and Resource Managers (RM). Over the life of the contract, positions will be converting to Government positions; however, at this time it is unknown which positions will be converting or when. Specific tasks for the contract include Program Management Support, Engineering Support for Acquisitions, Assistance in the Integration of USSTRATCOM programs, Financial Management Support, and Business Process Management Support.

1.1 Historic and Projected Manpower Data

There are currently 32 Full Time Equivalents (FTE) successfully fulfilling the requirements specified in the Performance Work Statement. At the contract start date the requirement is projected to remain the same. The table below breaks out the FTEs by mission area.

TABLE 1.1

2.0 GENERAL INSTRUCTIONS

This section of the ITO provides general guidance for preparing proposals as well as specific instructions on the format and content of the proposal. The offeror's proposal must include all data and information requested by the ITO and must be submitted in accordance with these instructions. The offer shall be compliant with the requirements as stated in the Performance Work Statement (PWS), Solicitation, and Contract Data Requirements List (CDRL)(tailor as appropriate). Non-conformance with the instructions provided in this ITO may result in an unfavorable proposal evaluation.

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 and will base its evaluation on the information presented in the offeror's proposal.

2.0.1 BROCHURES, DOCUMENTATION, BINDING, AND ARTWORK

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

2.0.2 PROPOSAL ACCEPTANCE PERIOD AND DUE DATE

The proposal acceptance period/due date is specified in the SF 1449, page 1, block 8. Unless otherwise noted, proposals are due no later than 4:00 PM Central Time on the date specified, and submitted in accordance with the instructions in the ITO. The Offeror shall make a clear statement that its offer is valid for at least 90 days beyond the due date. If the Offeror does not receive a proposal receipt confirmation, it is their responsibility to contact the POC.

2.0.3 DISPOSITION OF PROPOSALS

In accordance with FAR Subpart 4.8 (Government Contract Files), the Government will retain one “original” copy of all proposals and supplemental documents provided. Unless the Offeror requests otherwise, the Government will destroy all extra copies of proposals and additional documents submitted. Unless the offeror requests otherwise, the Government will destroy extra copies of such unsuccessful proposals.

2.1 GENERAL INFORMATION

2.1.1 POINT OF CONTACT

The Contracting Officer (CO) and Contract Specialist (CS) are the points of contact for this acquisition. Address any questions or concerns you may have to the Contracting Officer. For this acquisition, the Contracting Officer is Ms. Debra J. Simons.

55 CONS/LGCZ

ATTN: Ms. Debra J. Simons

101 Washington Square, Bldg 40

OFFUTT AFB, NE 68113

Phone: (402) 294-4494 or DSN: 271-4494

Fax: 402-294-0430

E-Mail: debra.simons@offutt.af.mil

All inquires must be made in writing and submitted electronically to the above e-mail. A copy of the e-mail shall also be sent to justice.smith@offutt.af.mil. Offeror's will receive a notice of receipt. If they do not, it is their responsibility to follow-up by contacting the Contracting Officer (phone number above) or Contract Specialist, Mr. Justice Smith, at 402-294-3613. Written inquiries (via e-mail) will be answered in writing and provided to all Offerors.

2.1.2 DEBRIEFINGS

The CO will promptly notify offerors of any decision to exclude them from the competitive range; whereupon, they may request and receive a debriefing in accordance with FAR 15.505. 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. The CO will notify unsuccessful offerors in the competitive range of the source selection decision in accordance with FAR 15.506. Upon such notification, unsuccessful offerors may request and receive a debriefing. Offerors desiring a debriefing must make their request in accordance with the requirements of FAR 15.505 or 15.506, as applicable.

2.1.3 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 CO in writing with supporting rationale as well as the remedies the offeror is asking the CO to consider as related to the omission or error. The offeror is reminded that the Government reserves the right to award this effort based on the initial proposal, as received, without discussion. This reservation includes matters of additional or substitute pages of the initial proposal.

2.1.4 ELECTRONIC REFERENCE DOCUMENTS

All referenced documents for this solicitation are available on the Federal Business Opportunities (FedBizOpps) web site at http://www.fedbizopps.gov. Potential offerors are encouraged to subscribe for real-time e-mail notifications when information has been posted to the website for this solicitation.

2.1.5 ORAL PRESENTATIONS

No Oral Presentations shall be presented in response to this RFP.

(FAR 15.102 and your ACE can help you decide if oral presentations may be useful to your acquisition. If your program decides to use Oral Presentations, add the following:)

2.1.6 COMMUNICATIONS

Exchanges of source selection information between Government and offerors will be controlled by the Contracting Officer. Email may be used to transmit such information to offerors only if the email can be sent and received encrypted and includes “Source Selection Information – See FAR 2.101 & 3.104” in the Subject line. Otherwise, source selection information will be transmitted via certified mail. (fill-in as appropriate, e.g. fax, U.S.P.S, FedEx, UPS, pick-up by local representative, etc.)

2.2 ORGANIZATION / NUMBER OF COPIES / PAGE LIMITS

The offeror shall prepare the proposal as set forth in the Proposal Organization Table (Table 2.2 below). This table must be tailored to reflect the proposal structure needed for your procurement. 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 Table 2.2. The attachments identified in the table shall be separately bound in three-ring, loose-leaf binders, as necessary (tailor as needed). The contents of each proposal volume are described in the ITO paragraph as noted in the table below.

(This table is a sample. Include volumes and limits appropriate to your acquisition to include instructions on submittal of electronic versions of the proposal.)

Table 2.2 - Proposal Organization

Number

* If electronic copies are solicited/accepted, specify the number of hard copies and the number of electronic copies.

** Rather than a simple volume limit, consider limiting the number of past/present contracts submitted for the prime and each subcontractor, with a page limitation on each past contract submitted. Also consider excluding the "organizational structure change history" from any page limitation.)

*** For a firm fixed price proposal where no pricing information other than CLIN prices is solicited, the Cost/Price volume may be eliminated and the proposed CLIN prices included in the Contract Documentation volume.)

2.2.1 PAGE LIMITATIONS

Page limitations shall be treated as maximums. If exceeded, the excess pages will not be read or considered in the evaluation of the proposal and excess paper copies will be destroyed as soon as practicable. 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. Each page shall be counted except the following: Cover page, table of contents, cross-reference matrix, glossary, key individual qualification summaries, and index.

2.2.1.1 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, not including foldouts. E(select one: single spaced/double spaced/typed with 1.5 line spacinxcept for the reproduced sections of the solicitation document, the text size shall be no less than 10 (insert text size, i.e. 10, 12, etc.) point. 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 ¾-inch side margins. Pages shall be numbered sequentially by volume. These page format restrictions shall apply to responses to ENs. both electronic and hard copy proposals.(If requesting/accepting proposals in electronic media, add: "These limitations shall apply to both electronic and hard copy proposals.") 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 by 17 inches in size. Foldout pages shall fold entirely within the volume. F(select one: “count as a single page.” or “each 8.5 x 11 surface of a foldout shall be counted as a separate page.”)oldout 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 8 (insert text size) point. These limitations shall apply to both electronic and hard copy proposals.(If requesting/accepting proposals in electronic media, add: "These limitations shall apply to both electronic and hard copy proposals.")

2.2.2 COST OR PRICING INFORMATION

All pricing information shall be addressed only in the Cost/Price Volume, Volume IV, of the proposal.

2.2.3 CLASSIFIED INFORMATION

Classified proposals will not be considered.

2.2.4 CROSS-REFERENCING

To the greatest extent possible, each volume shall be written on a stand‑alone 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 will be assumed to have been omitted from the proposal.

Cross-referencing within a proposal volume is permitted where its use would conserve space without impairing clarity. If cross-referencing, the offeror shall provide a cross-reference matrix indicating, by PWS paragraph number, CDRL, or Solicitation section and paragraph number, the corresponding proposal paragraph in that section which addresses the referenced item.

2.2.5 INDEXING

Each volume shall contain a more detailed table of contents to delineate the subparagraphs within that volume. Tab indexing shall be used to identify sections.

(If glossaries are desired, add the following:)

2.2.6 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.

2.2.7 BINDING AND LABELING

(Tailor as needed)

Each volume of the proposal should be separately bound in a three-ring, loose leaf binder permitting the volume to lie flat when open. Staples shall not be used. A cover sheet should be bound in each book, clearly marked as to volume number, title, copy number, solicitation identification, and the offeror's name. The same identifying data should be placed on the spine of each binder. All unclassified document binders shall have a color other than red or other applicable security designation colors. Be sure to apply all appropriate markings including those prescribed in accordance with 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.

2.3 ELECTRONIC OFFERS

(If electronic offers are to be solicited/accepted, tailor and insert, substantially as follows:)

The content and page size of electronic copies must be identical to the hard copies. For electronic copies, indicate on each CD the volume number and title. Use separate files to permit rapid location of all portions, including subfactors, exhibits, annexes, and attachments, if any. The offeror shall submit volumes one (insert volume number) through four (insert volume number) in electronic format, using recordable CDs. Each volume shall be in a different directory on a CD. If files are compressed, the necessary decompression program must be included. The electronic copies of the proposal shall be submitted in a format readable by Microsoft (MS) Office Word 2007, MS Office Excel 2007, MS Office Project 2007, and MS Office Power Point 2007, as applicable. In the event that hard copies and electronic copies of a proposal are submitted and if there are any discrepancies between the hard copies and the electronic copies of the proposal, the hard copies will be used for evaluation.

2.4 DISTRIBUTION

The “original” proposal shall be identified and delivered to 55CONS. All copies of proposals (See Table 2.2) shall be mailed or delivered to:

55th Contracting Squadron/LGCZ

ATTN: Debra Simons or Justice Smith (PMEAS)

101 Washington Square, Bldg. 40

Offutt AFB, NE 68113-2107

Offerors are cautioned that Offutt AFB, NE has visitor control procedures requiring individuals not affiliated with the installation to obtain a visitor pass prior to entrance. SOME DELAY SHOULD BE ANTICIPATED WHEN HANDCARRYING PROPOSALS.

If mailing, the outside of the envelope or box(es) should be marked as follows:

NOTE: TO BE OPENED BY ADDRESSEE ONLY

SOURCE SELECTION INFORMATION – SEE FAR 3.104

FOR OFFICIAL USE ONLY

3.0 VOLUME I ‑ EXECUTIVE SUMMARY

(See Section L Guide paragraph 3.8 for further information on this volume:)

In the executive summary volume, the offeror shall provide the following information:

3.1 NARRATIVE SUMMARY

Provide a concise narrative summary of the entire proposal, excluding cost/price. The salient features should tie in with the factors and subfactors in 52.212-2 Evaluation – Commercial Items. Any summary material presented here shall not be considered as meeting the requirements for any portions of other volumes of the proposal.

3.2 TABLE OF CONTENTS

Include a master table of contents of the entire proposal. (This allows evaluators to readily locate proposal material that may be germane to their particular evaluation portion but is not included in the proposal volume with which they are primarily involved.)

3.3 SOLICITATION REPRESENTATIONS AND CERTIFICATIONS

The purpose of this section is to provide information to the Government for preparing the contract document and supporting file. The offeror's proposal shall include a signed copy of the Solicitation.

(Add subparagraphs for any other sections of the model contract requiring information from the offeror.)

3.4 EXCEPTIONS 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. 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. This information shall be provided in the format and content of Table 3.4.

Table 3.4 - Solicitation Exceptions

Solicitation Document Page/ Paragraph Requirement/ Portion Rationale

Page and Paragraph

Numbers

why the requirement can/will not be met

3.5 OTHER INFORMATION REQUIRED

3.5.1 AUTHORIZED OFFEROR PERSONNEL

Provide the name, title, and telephone number 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. (Additionally, you may want to ask for the name, title, and telephone number of the CEO, Division President, and/or Vice President, etc. The SSA may request these in order to contact his/her counterparts when notifying the successful and unsuccessful offerors of the award decision.)

3.5.2 COMPANY/DIVISION ADDRESS, IDENTIFYING CODES, AND APPLICABLE DESIGNATIONS

Provide company/division's street address, county and facility code; CAGE code; DUNS code; TIN and size of business.

3.5.3 ASSOCIATE CONTRACTOR AGREEMENTS

Include Associate Contractor Agreements, if applicable.

3.5.4 Non-Compete Plan The offeror’s proposal shall include an explanation of the offeror’s Non-Compete Plan outlined in the Additional Terms and Conditions section.

4.0 VOLUME II – MISSION CAPABILITY

4.1 GENERAL

The Mission Capability Volume should be specific and complete. Legibility, clarity, and coherence are very important. Your responses will be evaluated against the Mission Capability/Risk subfactors defined in 52.212-2 Evaluation – Commercial Items. 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. By your proposal submission, you are representing that your firm will perform all the requirements specified in the solicitation. It is not necessary or desirable for you to tell us so in your proposal. Do not merely reiterate the objectives or reformulate the requirements specified in the solicitation.

4.2 FORMAT AND SPECIFIC CONTENT

(Each ITO will have a unique configuration for this part of the instructions, based on the technical aspects of your program. The description of the Technical subfactors, including how each will be evaluated, should be in Section M. In Section L, however, you must instruct the offerors concerning how you want them to construct and present their responses. Structure this section according to your Section M, Evaluation Factors for Award. Include a sub-bullet for each subfactor and include formatting instructions and content requirements for all information the offeror will be required to provide for the evaluation of that subfactor. For instance, if section M identified the first subfactor under the Technical factor to be Program Management and described a subfactor evaluation considering the offeror's proposed approach to transition as well as their approach to parts obsolescence, the requested formatting might appear in the ITO as follows:)

Subfactor 1 Program Management

Transition Plan

Parts Obsolescence

4.2.1 MISSION CAPABILITY

In the Mission Capability volume, address your proposed approach to meeting the minimum performance or capability requirements of each mission capability subfactor.

4.2.2 VOLUME ORGANIZATION

The Mission Capability volume shall be organized according to the following general outline: (This must be tailored)

(1) Table of Contents

(2) Subfactor One: Program Management

(3) Subfactor Two: Technical Support

(4) Subfactor Three: Transition Plan

(5) Cross Reference Matrix

(6) Glossary

4.2.3 SUBFACTOR ONE: PROGRAM MANAGEMENT

Offeror shall provide an approach for Program Management that at a minimum:

(1) Thoroughly substantiates a commitment to perform all Government requirements as described in the PWS Paragraph 1.3.

(2) Demonstrates staffing approach to provide a sound organization which provides sufficient personnel of appropriate technical and security qualifications to fulfill the requirements of this acquisition effective with the start of the task order period of performance.

(3) Provide a staffing matrix that indicates the number of full time equivalents (FTE) by labor category, labor description, security and technical qualifications, and labor hour of personnel for each of the mission areas supported. Provide staffing skill approach by mission area.

4.2.4 SUBFACTOR TWO: TECHNICAL SUPPORT

The offeror shall clearly demonstrate their approach to provide a sound organization, which provides sufficient personnel of appropriate technical and security qualifications that clearly describes how staff will fulfill the requirements. Offeror shall provide an approach in meeting the requirement as described in the PWS Paragraph 1.3.

Table 4.2.4

STAFFING MATRIX BY USSTRATCOM AND ESC MISSION AREA

USSTRATCOM/J32 Global Ops

USSTRATCOM/J63 Network Ops

USSTRATCOM/J81 Capabilities and Resource Analysis

USSTRATCOM/J84 ISP and Space

USSTRATCOM/J86 Cyberspace & C2 Capabilities

850 ELSG/NQ ISPAN

Add Rows As Necessary

Include qualification summaries of key individuals. Qualification summaries do not count toward the page limit.

4.2.5 SUBFACTOR THREE: TRANSITION PLAN

The offeror shall clearly demonstrate their approach to provide a sound and seamless transition. The plan shall include a staffing matrix (table 4.2.4) that indicates the number of positions by labor category/description, a training plan, and a transition plan identifying a notional schedule with time phases of staff.

5.0 VOLUME III - PAST PERFORMANCE

(NOTE: A Sample questionnaire/assessment format and sample consent and client authorization letters are included at Attachments 3, 4 and 5 to this template.)

5.1 GENERAL

Each offeror shall submit a past performance volume with its proposal, containing past performance information in accordance with the format contained in Attachment 1B to this template. This information is required on the offeror and all subcontractors, teaming partners, and/or joint venture partners who are proposed to perform. Offerors are cautioned that the Government will use data provided by each offeror in this volume and data obtained from other sources in the evaluation of past performance.

Along with the information required in this paragraph, the offeror shall submit a consent letter executed by each subcontractor, teaming partner, and/or joint venture partner, authorizing release of adverse past performance information to the offeror so the offeror can respond to such information. For each identified effort for a commercial customer, the offeror shall also submit a client authorization letter, authorizing release to the Government of requested information on the offeror's performance.

5.2 RELEVANT CONTRACTS

Submit Past Performance Information on up to 5 (insert desired number) recent contracts that you consider most relevant in demonstrating your ability to perform the proposed effort. (insert what is considered “recent”, such as ongoing contracts or those completed within three years of the date of issuance of the solicitation) To be recent, the effort must be ongoing or must have been performed during the past 3 years from the date of issuance of this solicitation. Also include information on up to 3 (insert desired number) recent contracts performed by each of your teaming partners and significant subcontractors that you consider most relevant in demonstrating their ability to perform the proposed effort. Include rationale supporting your assertion of relevance. For a description of the characteristics or aspects the Government will consider in determining recency and relevance, see Addendum to 52.212-2- Past Performance Factor, paragraph 6.3.2.

5.2.1 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. Categorize the relevant information into the specific Mission Capability subfactors and Cost/Price factor used to evaluate the proposal.

5.3 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 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.

5.4 PAST PERFORMANCE QUESTIONNAIRE TRACKING RECORD:

The Offeror shall send out, and confirm receipt and submission of the Past Performance Questionnaire at Attachment 1C, to each of the Offeror’s major subcontractors’, teaming Contractors’ and/or joint venture partners’ (e.g., each entity’s) Points of Contact (POC) identified in the Past Performance Information at Attachment 1B. The responsibility to send out and track the receipt and submission of the Past Performance Questionnaires rests solely with the Offeror. The Offeror shall exert its best efforts to ensure that at least two POCs, per relevant contract, submit a completed Past Performance Questionnaire directly to the Government not later than the due date for the past performance proposal volume. To avoid potential conflicts Offeror’s are exempt from sending Past Performance Questionnaires to other potential competitors of this acquisition. In this situation, it is the Offeror’s responsibility to find an alternative method of providing the Government the same or similar information. Each of the Offeror’s POCs shall e-mail the completed Past Performance Questionnaire to Ms. Debra Simons at debra.simons@offutt.af.mil, or Mr. Justice Smith at justice.smith@offutt.af.mil. If you do not receive a confirmation e-mail or you do not have the capability to send the documents electronically, please fax it directly to Ms. Debra Simons or Mr. Justice Smith at fax number 402-294-0430. Please have your POCs call Ms. Simons at 402-294-4494 or Mr. Smith at 402-294-3613 before faxing their response. Once the Past Performance Questionnaires are completed by your POCs, the information contained therein shall be considered sensitive and shall not be released. Questionnaires shall be sent back directly to the Government, with best efforts made to ensure completion and submissions from at least two of the following (in descending order of availability):

Procuring Contracting Officer/Contract Negotiator or equivalent

Program/Project Manager or equivalent

Administrative Contracting Officer/Contract Administrator or equivalent

5.5 PAST PERFORMANCE ASSESSMENT REPORTS:

If an evaluation method other than a Contractor Performance Assessment Report (CPAR) has been used in conducting performance assessments (e.g. an Award Fee notification letter, a subcontractor’s prime Contractor performance evaluation, etc.) that form/documentation shall be submitted. The Offeror should immediately notify the Contracting Officer listed above if a CPAR or other evaluation form has been accomplished on the Offeror’s existing work but the contracting office for that requirement will not release the information. Provide the contract number, point-of-contact, and phone number from which the past performance information shall be obtained. This information shall be provided to the Contracting Officer as soon as any difficulty occurs and before the proposal due date.

5.6 CONSENT LETTERS:

Past performance information concerning subcontractors and teaming partners cannot be disclosed to a private party without the subcontractor’s or teaming partner’s consent. Because the Offeror is a private party, the Government will need that consent before disclosing subcontractor/teaming partner past performance information to the Offeror during exchanges. In an effort to assist the Government in assessing your past performance relevancy and confidence, request the Sample Consent Letter at Attachment 1D be completed by the major subcontractors/teaming partners identified in your proposal. The completed Consent Letter shall be submitted as part of the Past Performance Volume, but will not be considered in the page count of this Volume. Should the Offeror not submit a completed Consent Letter for major subcontractors or teaming partners, the Government will only discuss past performance information directly with the prospective sub-contractor or teaming partner that is being reviewed. If there is a problem with the proposed subcontractor’s or teaming partner’s past performance, the Offeror can be notified of a problem, but no details may be discussed without the subcontractor’s/teaming partner’s permission.

6.0 VOLUME IV - COST/PRICE

NOTE: Significant tailoring of this portion of the template is required to ensure you request only the minimum amount of information in support of proposed costs or prices necessary to perform the price/cost reasonableness and cost realism evaluation you describe in Section M. Much of what follows may not be applicable to your acquisition, depending on the nature of the goods or services acquired, the type of contract(s) contemplated, and the expectation of competition. For firm fixed price acquisitions, approval to obtain information other than cost or pricing data from offerors shall be obtained from the DAS(C) - see AFFARS 5315.402.

6.1 GENERAL INSTRUCTIONS

6.1.1 COST/PRICE REASONABLENESS

This section is to assist you in submitting information other than cost or pricing data that is required to evaluate the reasonableness (and, if applicable, realism, balance, and/or affordability) of your proposed cost/price. Compliance with these requirements is mandatory and failure to comply may result in rejection of your proposal. Note that unrealistically low or high proposed costs or prices, initially or subsequently, may be grounds for eliminating a proposal from competition either on the basis that the offeror does not understand the requirement or has submitted an unrealistic proposal. Additionally, unbalanced pricing poses an unacceptable risk to the Government and may be a reason to reject an offeror’s proposal. Offers should be sufficiently detailed to demonstrate their reasonableness (and, if applicable, realism, balance, and/or affordability). The burden of proof for credibility of proposed costs/prices rests with the offeror. Price will be assessed for reasonableness, and affordability using one of the techniques defined in FAR 15.305(a)(1), 15.402, and 15.404

6.1.2 COST/PRICE INFORMATION

Information beyond that required by this instruction shall not be submitted, unless you consider it essential to document or support your cost/price position. All information relating to the proposed price, including all required supporting documentation, must be included in the section of the proposal designated as the Cost/Price volume.

6.2 VOLUME ORGANIZATION

The Cost/Price volume shall consist of the following sections:

SECTION 1 ‑ Table of Contents.

SECTION 2 ‑ Cost or pricing information and supporting data.

6.3 OTHER INFORMATION

(Significant tailoring may be required to be consistent with the level of cost information you request. Remember to ask for the minimum amount of cost information and don't ask for any information you don't plan to evaluate.)

Submit original plus one (1) copy, and one (1) CD-ROM.

(a) Complete blocks 12, 17a, and 30a, b, and c of the SF 1449. In doing so, the offeror accedes to the contract terms and conditions as written in the SOLICITATION, with attachments. The SOLICITATION constitutes the model contract.

(b) Insert proposed unit and extended prices in the Pricing Schedule. The proposal(s) must be submitted for a Base Year plus four (4) Option Years.

(c) Complete the necessary fill-ins and certifications in provisions. If the offeror is not in the Online Representations and Certifications Application (ORCA) database at https://orca.bpn.gov/, the provisions FAR 52.212-3 shall be returned along with the proposal.

(This is requested as a separate attachment so that it can be provided to the technical team for cost realism and technical evaluation purposes.)

6.3.1 SCHEDULE OF HOURS BY LABOR SKILL MIX

Submit a schedule showing total proposed hours summarized by labor skill mix. In addition, provide labor classification statements for each category of labor proposed describing position qualifications (education, years of experience, etc).

6.3.2 SCHEDULE OF RATES

Submit a schedule showing proposed fully burdened rates by year with rate table for each labor category proposed.

(Note: If subcontractor or inter-divisional rates are not available to the prime contractor, have the companies send them directly to the CO, referencing this solicitation number.

ADDENDA TO 52.212-1 INSTRUCTIONS TO Offerors – Commercial Items

ATTACHMENT 1A

CROSS REFERENCE MATRIX

For Prospective Offerors: See paragraph 2.2.4 regarding instructions for completion of the solicitation Cross-Reference Matrix. If this matrix conflicts with any other requirement, direction, or provision of this solicitation, the other reference shall take precedence over this matrix. Additionally, to the extent this matrix discloses details as to the extent or manner by which the Government intends to evaluate offeror’s proposals for award, References in the matrix are for information purposes only, and the Government shall be obligated to evaluate proposals solely in conformance with the provisions of 52.212-2 of the solicitation.

An example of the format is shown below:

SOLICITATION CROSS REFERENCE MATRIX

N/A

A001

ADDENDA TO 52.212-1 INSTRUCTIONS TO Offerors – Commercial Items

ATTACHMENT 1B

PAST PERFORMANCE INFORMATION SHEET

Provide the information requested in this form for each contract/program (citation) being described. Provide frank, concise comments regarding your performance on the contracts you identify. Provide a separate completed form for each contract/program submitted. Limit the number of citations submitted and the length of each submission to the limitations set forth at Table 2.2, of Attachment 1 of this solicitation.

A.

Offeror Name (Company/Division):

CAGE Code:

DUNS Number:

(NOTE: If the company or division performing this effort is different than the offeror or the relevance of this effort to the instant acquisition is impacted by any company/corporate organizational change, note those changes. Refer to the "Organizational Structure Change History" you provided as part of your Past Performance Volume.)

B.

Program Title:

C.

Contract Specifics:

1. Contracting Agency or Customer

2. Contract Number

3. Contract Type

4. Period of Performance

5. Initial Contract Cost/Price

6. Current/final Contract Cost/Price

7. Annual Contract $ Value

8. If Amounts for 5 and 6 above are different, provide a brief description of the reason ________________________________________________________________________________________________________________________________________________ D.

Brief Description of Effort as __Prime or __Subcontractor

(Please indicate whether it was development and/or production, or other acquisition phase and highlight portions considered most relevant to current acquisition)

E.

Completion Date:

1. Original date:

2. Current Schedule:

3. Estimate at Completion:

4. How Many Times Changed:

5. Primary Causes of Change_______________________________________ F.

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

1. Program Manager:

Name

Office

Address

Telephone

2. Contracting Officer:

Name

3. Administrative Name

Contracting Officer

G.

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

H.

For each of the applicable subfactors under the mission capability factor in the 52.212-2 Evaluation section, illustrate how your experience on this program applies to that subfactor.

I.

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

J. Describe the nature or portion of the work on the proposed effort to be performed by the business entity being reported here. Also, estimate the percentage of the total proposed effort to be performed by this entity and whether this entity will be performing as the prime, subcontractor, or a corporate division related to the prime (define relationship).

(If FAR 52.219-8, Utilization of Small Business Concerns, is included in Section I of the solicitation, insert the paragraph below to comply with the past performance evaluation requirement of DFARS 215.305(a)(2).)

K.

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

(If FAR 52.219-9, Small Business Subcontracting Plan, is included in Section I of the solicitation or if the solicitation involves bundling, insert the paragraph below to comply with the past performance evaluation requirement of DFARS 215.305(a)(2) or FAR 15.304(c)(3)(iii), respectively.)

ADDENDA TO 52.212-1 INSTRUCTIONS TO Offerors – Commercial Items

ATTACHMENT 1C

PAST PERFORMANCE QUESTIONNAIRE

When filled in this document is source selection sensitive information iaw FAR 3.104

SECTION 1: CONTRACT IDENTIFICATION

A. Contractor: ______________________________________________________________________________

B. Cage Code of contractor contract was awarded to: _________________________________

C. Contract number: _______________________________________

D. Contract type: ______________________________

E. Was this a competitive contract? Yes _____ No _____

F. Period of performance: _________________________________________________________

G. Initial contract cost: $____________________________

H. Current/final contract cost: $_______________________________

I. Reasons for differences between initial contract cost and final contract costs: _________________________

J. Description of service provided:______________________________________________________________

SECTION 2. CUSTOMER OR AGENCY IDENTIFICATION

A. Customer or agency name: _________________________________________________________________

B. Customer or agency description (if applicable): _______________________________________________________________

C. Geographic description of services under this contract, i.e. local, nationwide, worldwide, other Commands:

SECTION 3. EVALUATOR IDENTIFICATION

A. Evaluator's name: _________________________________________________________________________

B. Evaluator's title: __________________________________________________________________________

C. Evaluator's phone/fax number: ______________________________________________________________

D. Number of years evaluator worked on subject contract: _____________________

SECTION 4: EVALUATION

Please indicate your satisfaction with the contractor’s performance by placing an “X” in the appropriate block using the scale provided to the right of each question. This scale is defined as follows:

CODE

PERFORMANCE LEVEL

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

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

G GREEN/SATISFACTORY – The contractor’s performance meets contractual requirements. The contractual performance contained some minor problems for which corrective actions taken by the contractor appear or were satisfactory.

Y YELLOW/MARGINAL – Performance does not meet some contractual requirements. The contractual performance reflects a serious problem for which the contractor has not yet identified corrective actions or the contractor’s proposed actions appear only marginally effective or were not fully implemented.

R RED/UNSATISFACTORY – Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The contractual performance contains serious problem(s) for which the contractor’s corrective actions appear or were ineffective.

N NOT APPLICABLE - Unable to provide a score.

Program Management

If yes, please explain

2. Please discuss each and every response for which you indicated B/E (Blue/Exceptional), P/VG (Purple/Very Good), Y/M (Yellow/Marginal) or R/U (Red/Unsatisfactory) in response to the questions above (use additional sheets, if necessary).

3. Government Contracts Only: Has/was this contract been partially or completely terminated for default or convenience or are there any pending terminations?

Yes___ Default___ Convenience___ Pending Terminations___

No ___

If yes, please explain (e.g., inability to meet cost, performance, or delivery schedules, etc).

SECTION 5: NARRATIVE SUMMARY

What were the contractor’s most positive aspects in the performance of the contract?

What were the contractor’s most negative aspect in the performance of the contract? ___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Would you have any reservations about soliciting this contractor in the future or having them perform one of your critical and demanding programs?

Please provide any additional comments concerning this contractor’s performance, as desired.

Evaluator’s Signature

Date

Thank you for your prompt response and assistance!

Please return this completed questionnaire to:

Email Address: debra.simons@offutt.af.mil; justice.smith@offutt.af.mil Or FAX to: 402-294-0430 (COMM), 271-0430 (DSN)

ADDENDA TO 52.212-1 INSTRUCTIONS TO Offerors –…