(1)_AMENDMENT_0003_INSTRUCTIONS_TO_OFFERORS_-_FULL_OPEN_POOL_Section_L.docx

FULL AND OPEN POOL INSTRUCTIONS

If you are competing in the Full and Open Pool, use these instructions

Section L INSTRUCTIONS, CONDITIONS, AND NOTICES TO RESPONDENTS FOR PROPOSAL PREPARATION USING TRADEOFF SOURCE SELECTION PROCEDURES

Rotary Wing Maintenance Contract Consolidation

1.0 Program Structure and Objective

(a) The Government plans to award a multiple award indefinite delivery/indefinite quantity (ID/IQ) contract for the Rotary Wing Maintenance Contract Consolidation program. Rotary Wing Maintenance Contract Consolidation will primarily include an awarded set of Contractor maintenance personnel who are provided with Government-furnished special tools, equipment, work space and supplies to accomplish modification/maintenance/repair effort on-site at operational Government locations, both in the Continental United States (CONUS) and outside the CONUS (OCONUS).

(b) This solicitation is subject to a Partial Set-Aside. The small business set aside pool will be used for task orders that the Government estimates to be equal to $6M per year or less. Only qualifying small businesses will be eligible to compete for set-aside task orders. Task orders larger than the partial set-aside (greater than $6M per year) will be available for competition among contractors (large or small) who successfully compete under the non-set-aside portion of this solicitation for the Full and Open Competition Pool.

(c) Small Business Choice of Competition. Small Business offerors shall clearly indicate the pool(s) in which they intend to compete on the front page of the RFP. Small businesses may elect to compete in either or both competition pool(s). If a small business elects to compete in the full and open pool, they must submit a separate proposal, to include all volumes, for the Full & Open Competition Pool and meet all of the criteria for that pool to be eligible for award.

(d) This is an indefinite delivery/indefinite quantity contract structure. The initial task order on this IDIQ will be the Kirtland AFB task order. It is being solicited in conjunction with the basic contract and certain aspects of the Kirtland Performance Work Statement (PWS) are being used to inform the award decision of the Full and Open Competition Pool of vendors. These items are clearly defined in the instructions. The Kirtland task order does NOT contain all aspects of the expected workload for this competition pool. Unless otherwise directed to the Kirtland PWS, use the tasks in the basic performance work statement as your reference when responding to requests in the Technical and Past Performance volumes.

(e) The term “adequate” is used several times in this document. An adequate response is defined as meeting the requirements of the PWS and applicable instructions or technical data referenced in the PWS (see Attachment 12-Cross Reference Matrix as a reference). If a response is in conflict with these documents then it will be considered inadequate.

1.1 Budget/Funding Information

Funding will be obligated on each task order awarded under the basic contracts. Orders may be fully or incrementally funded as appropriate.

2.0 General Instructions

(a) 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 proposal. The Offeror’s proposal must include all data and information requested by the ITO and must be submitted in accordance with these instructions. Any offeror who submits an incomplete package may be considered ineligible for award. The offer shall be compliant with the requirements as stated in the PWS and entire Request for Proposal (RFP), including attachments.

(b) 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 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.

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

(d) The proposal acceptance period is specified in Block 9 of the solicitation. The Offeror shall make a clear statement in Block 12 of SF 33, that the proposal is valid for 12 months.

(e) In accordance with Federal Acquisition Regulation (FAR) Subpart 4.8, “Government Contract Files”, the Government will retain one copy of all unsuccessful proposals. 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) is the sole point of contact for this acquisition. Address any questions or concerns you may have to the CO. Written requests for clarification may be sent to the CO at the address located in Block 7 of the solicitation.

2.1.2 Debriefings

Competitive Range: The CO will 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. Offerors excluded from the competitive range are entitled to no more than one debriefing for each proposal.

Unsuccessful Offerors: The CO will notify unsuccessful Offerors in accordance with FAR 15.503. 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 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 the Government reserves the right to award this effort based on the initial proposal, as received, without discussions. The Offeror is also reminded that this reservation extends to the adding or substituting pages of the initial proposal after receipt.

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.fbo.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 Presentation

Oral presentations will not be accepted.

2.1.6 Amendments to Solicitation

If the RFP is amended, all terms and conditions that are not amended remain unchanged. Offerors shall acknowledge receipt of any amendment to this request by the date and time specified in the amendment(s) by signing and returning the front page of each.

2.1.7 Submission, Modification, Revision, and Withdrawal of Proposals

Proposals and modifications to proposals shall be submitted via email to the POCs located in paragraph 2.5 Distribution, showing the time and date specified for receipt, the solicitation number, and the name and address of the Offeror.

2.2 Organization/Number of Copies/Page Limits

2.2.1 Title Pages

The Title Page of each volume must show solicitation number, name, address, and telephone of the Offeror and electronic e-mail address if available.

2.2.2 Proposal Organization Table

The Offeror shall prepare the proposal as set forth in Table 2.2, Proposal Organization. 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 contents of each proposal volume are described in the ITO paragraph as noted in the table below.

Table 2.2 Proposal Organization

Volume

ITO

Paragraph Number

Volume Title

Page Limit

*When combined, Subfactors 1, 2, 3 and 4 shall not exceed 75 pages.

Additional Note:

**The page limits for Subfactor 5 are as follows:

If an Offeror currently has a DCMA approved Master subcontracting plan, (must be IAW Paragraph 3.2.7 (a) below) then the Offeror can submit this approved plan and will not be subject to any page limitations for the subcontracting plan.

If an Offeror does not have a DCMA approved Master subcontracting plan, then the Offeror must submit an individual subcontracting plan (See Paragraph 3.2.7 (a)) and is subject to a page limit of 20 pages.

All Offerors (both Large and Small Businesses), to include Offerors with a DCMA approved comprehensive subcontracting plan and Offerors without, must submit a small business participation plan (See Paragraph 3.2.7 (b)). This participation plan is subject to a page limit of 3 pages.

The page limits associated with Subfactor 5 are not included in the 75 page limit associated with Subfactors 1, 2, 3 and 4.

2.2.3 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. Page limitations may also be placed on responses to Evaluation Notices (ENs). The specified page limits for EN responses will be identified in the request. Each page shall be counted except the following: blank pages, title pages, tables of contents, tabs, indexes, glossaries, and those noted in the Proposed Organization Chart as unlimited.

2.2.4 Cost or Pricing Information

With the exception of the Technical Volume Subfactor 5 Small Business Participation, all other cost or pricing information shall be addressed ONLY in the Price Volume.

2.2.5 Cross Referencing

Each volume shall be written on a stand-alone basis so 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. Cross-referencing within a proposal volume is permitted when its use would conserve space without impairing clarity.

2.2.6 Table of Contents

Each volume shall contain a detailed table of contents to delineate the subparagraphs within that volume. Tab indexing shall be used to identify sections. The page limits associated with the Table of Contents are not included in the 75 page limit associated with Subfactors 1, 2, 3 and 4.

2.2.7 Tables and Figures

The Offeror’s proposal shall include an indexed list of tables and figures. The page limits associated with The List of Tables and Figures are not included in the 75 page limit associated with Subfactors 1, 2, 3 and 4.

2.2.8 Glossary of Abbreviations and Acronyms

Each volume shall contain a glossary of all abbreviations and acronyms used with an explanation for each. The page limits associated with the Glossary are not included in the 75 page limit associated with Subfactors 1, 2, 3 and 4.

2.3 Page Size and Format

(a) A page is defined as each face of a sheet of paper containing information. Page size shall be 8.5 x 11 inches. Page line spacing shall be single spaced. The text size shall be Times New Roman, no less than 12 points. Headers and Footers are excluded from this text requirement. Use at least 1 inch margins on the top and bottom and 3/4 inch side margins. Pages shall be numbered sequentially by volume. These page format restrictions shall apply to responses to ENs.

(b) 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 and shall not exceed 11 x 17 inches in size or be less than size 8 font. The following limitation only applies to the Technical Volume. Text intended for evaluation within all figures, charts, tables, and graphs, to include imbedded images, shall be no less than 8-pt. The 8-pt font requirement includes the caption of the figures, charts, tables, and graphs. It shall also include callout/focus boxes. These limitations shall apply to all electronic proposals. Any text within figures, charts, tables, and graphs which do not meet this requirement will not be considered in the evaluation. These limitations shall apply to all electronic proposals.

2.4 Electronic Offers

The Offeror shall submit ALL volumes in electronic format. The electronic copies of the proposal shall be submitted in a format searchable by Microsoft (MS) Word 2007, 2010, or 2016; MS Excel 2007, 2010 or 2016; MS Project 2007, 2010 or 2016; MS Power Point 2007, 2010 or 2016; and Adobe Acrobat (PDF).

2.5 Distribution

Proposals shall be submitted to the POCs listed below and are due NLT 1200 Central time on 26 March 2019:

Lt Col Jamey Hartsel AND Capt Tiffany D. Carter jamey.hartsel@us.af.mil AND tiffany.carter.6@us.af.mil

For Electronic Submission:

Any formal communication shall be submitted in writing (via e-mail as needed) to the POCs below. It is the offeror's responsibility to confirm receipt of all formal communications. Late proposals will be excluded from the evaluation.

767 SCONF

Lt Col Jamey Hartsel Phone: 318-456-2866 E-mail: jamey.hartsel@us.af.mil Reference: Solicitation FA6800-19-R-A002

767 SCONF

Capt Tiffany Carter Phone: 318-456-8983 E-mail: tiffany.carter.6@us.af.mil Reference: Solicitation FA6800-19-R-A002

3.0 Volume I – Factor 1: Technical

3.1 General

The Technical Volume shall be specific and complete. Legibility, clarity and coherence are very important. Your responses will be evaluated against the Technical criteria defined in Section M, Evaluation Factors for Award. Using the instructions provided below, provide as specifically as possible the actual methodology you would use for accomplishing/satisfying the criteria. 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 neither necessary nor desirable for you to tell us so in your proposal. Do not merely reiterate the objectives or reformulate the requirements specified in the solicitation.

3.2 Format and Specific Content

3.2.1 Technical

In the Technical Volume, address your proposed process to meeting the minimum performance or capability requirements of each technical subfactor. To be eligible for award, offerors are required to receive an “Acceptable” rating in each Technical Subfactor. If an offeror’s proposal has an “Unacceptable” rating for any Technical Subfactor, this proposal will be unawardable.

3.2.2 Volume Organization

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

(1) Table of Contents (Not Included in the 75 page limit)

(2) List of Table and Figures

(3) Glossary (Not Included in the 75 page limit)

(4) Cross Reference Matrix--Attachment 12 (Not Included in the 75 page limit)

(5) Subfactor 1 – Aircraft Maintenance

(6) Subfactor 2 – Aircrew Services

(7) Subfactor 3 – Program Management

(8) Subfactor 4 – Phase-in/Mobilization

(9) Subfactor 5 – Small Business Participation (Not Included in the 75 page limit)

(10) Proposed Teaming/Subcontract Lists--Attachment 6 (Not Included in the 75 page limit)

3.2.3 Subfactor 1: Aircraft Maintenance:

The Aircraft Maintenance subfactor consists of 6 elements containing 16 sub-elements (1a-1p).

Aircraft Maintenance Functions: Provide detailed procedure to perform the following:

1a) Ensure sufficient mission capable primary and spare aircraft are available to meet daily, weekly, and monthly flying schedules.

1b) off-station recovery of aircraft in a timely manner while maintaining aircraft availability to meet the daily mission flying schedule.

1c) Ensure processes for data integrity are maintained for data systems and forms documentation (e.g., Integrated Maintenance Data System (IMDS), Aircraft Forms, Vital Records, etc.)...

Aircraft Weapons Maintenance: Provide a correct and detailed response to satisfy the technical requirements of performing weapons removal and installation, ammunition transport and line delivery, ammunition storage, and armament repair and maintenance (scheduled and unscheduled). Your process shall include responses to the following questions:

1d) What procedures and maintenance restrictions apply prior to performing maintenance with live munitions aboard the aircraft?

1e) An aircraft launches for a morning mission and returns with a hot/jammed gun. What procedures do you take after landing?

1f) What security protocols should be taken when transporting the gun systems?

Munitions Line Delivery and Flare Build-up Operations Provide a detailed process to satisfy the technical requirements for: assistance of munitions reconciliation throughout the flying day, inspection, assembly, disassembly, maintenance, testing, and repair of munitions to support operational requirements, minor maintenance on flare magazines to include replacement of screws, clips, studs, retaining plates, and encoding pins, and how you will maintain qualification and appointment as a munitions inspector. Your process shall include responses to the following questions:

1g) What are the safety requirements for transporting, build-up, and storing countermeasure flares and 7.62 small arms munitions? In particular, when authorized, what are the safety requirements for transporting explosives in a passenger compartment vehicle?

1h) What is the process to certify munitions inspectors?

1i) What are the emergency/mishap reporting processes for munitions incidents?

1j) What are the requirements and processes to secure munitions are loaded on a vehicle?

Organizational Structure (Workforce and Staffing): Present an organizational structure to meet THE KIRTLAND AFB PWS (ATTACHMENT 1B) requirements while complying with Collective Bargaining Agreement (CBA) limitations/mandates that:

1k) Provides detailed descriptions of the proposed roles and responsibilities for each organizational element (e.g. work center or shop)

1l) Provides a complete and adequate Staffing/Skill (job classification)/Shift Summary Matrix (ref: RFP, Section J, Attachment 2B-Kirtland Manpower Matrix-not included in 75 page limit count) for the base period and each option period

1m) Provides a chart that demonstrates how “one-deep” positions are backed up with fully trained and certified personnel

1n) Provides a detailed strategy to recruit, train and retain an experienced labor pool. In addition, strategy ensures employees (e.g. maintenance, aircrew and Aircrew Flight Equipment personnel) are fully qualified, with training, certifications and qualifications remaining current for the duration of the contract.

Manpower Calculations:

1o) Provide CBA (Attachment 4B Wage Determination and Kirtland AFB CBA) compliant manpower determination process/rationale with supporting mathematical computations for determining all proposed staffing IAW THE KIRTLAND AFB PWS (ATTACHMENT 1B). NOTE: Include mathematical calculations used to determine manning assignments for ALL full-time and part-time staff during each performance period. The manpower determination documentation must include:

Productive man-year calculations broken down by productive work hours (“on equipment” direct support) and non-productive work hours to include projections for each performance period.

Process used to assign staff to shift(s) and skills (classification/level).

Explanation, to include supporting calculations, of all upward or downward manning adjustments planned after full performance begins, for each performance period and for each organizational element impacted.

Non-Duty Hours Response Timelines.

1p) Present a strategy to support a response time, during non-duty hours to launch and/or recover aircraft IAW THE KIRTLAND AFB PWS (ATTACHMENT 1B).

3.2.4 Subfactor 2: Aircrew Services

This subfactor assesses the offeror’s strategy to sustain adequate and compliant mission support with trained and qualified aircrews. The Aircrew Services subfactor consists of 2 elements containing 3 sub-elements (2a-2c).

Conducting Ground Flight Operations. Present a strategy to:

2a) establish and sustain safe ground and flight operations that comply with DCMA INST 8210.1C, “Contractor’s Flight and Ground Operations,”

2b) Ensure successful completion of all aircrew services to meet the BASIC PWS requirements.

Aircrew Flight Equipment:

2c) Provide a detailed process to effectively manage Aircrew Flight Equipment to include management strategies and logistics (for reference see Attachment 16 AFGSC- Aircrew Flight Equipment Listing).

3.2.5 Subfactor 3: Program Management

This subfactor assesses the offeror’s plan to sustain adequate and compliant mission support with a trained workforce in an environment that identifies and corrects deficiencies. The Program Management subfactor consists of 3 elements containing 11 sub-elements (3a-3k) to which proposals will be rated against.

Fleet Management: Present a strategy for fleet aircraft maintenance management that minimizes depot, phase, aircraft support and major maintenance from creating aircraft availability conflicts.

The proposal shall include a strategy to:

3a) Manage a fleet of one to ten (1-10) aircraft to meet minimum aircraft availability and mission capable rate standards IAW THE KIRTLAND AFB PWS (ATTACHMENT 1B).

3b) Manage a fleet of eleven (11) or more aircraft to meet minimum aircraft availability and mission capable rate standards IAW THE KIRTLAND AFB PWS (ATTACHMENT 1B).

Quality Management System (QMS). Provide a detailed QMS process that assures high quality maintenance with unbiased/independent internal inspection procedures. The proposed process shall include, but is not limited to:

3c) Complete Quality Control organizational chart with a supporting narrative identifying precise lines of authority and responsibilities (include augmentees, if applicable).

3d) Methods to identify and track discrepancies, analyze root causes, and document discrepancy trends.

3e) Corrective action strategy to include implementation, follow-up, monitoring and timely closure of identified discrepancies.

3f) System to record, compute, assess and report performance measurement data.

3g) Link QMS trends and results to training program focus areas.

Training. Provide a detailed training program that ensures a trained, qualified, and certified workforce throughout the life of the contract. The program shall include, at a minimum:

3h) Overarching training management process. Describe processes for formal classroom training, on-the-job training (OJT), and training documentation. Additionally, address cross-utilization and remedial training programs.

3i) Processes for certification/recertification of all employees. Describe unique processes for new hires and entry level employees.

3j) Processes for qualifying all employees. Specifically address Aircrew Flight Equipment and Aircraft Weapons Maintenance personnel.

3.2.6 Subfactor 4: Phase-in/Mobilization

This subfactor assesses the offeror’s procedure to facilitate full performance at the completion of the mobilization period. The Phase-in/Mobilization subfactor consists of 1 element containing 2 sub-elements (4a-4b). The process must address, but is not limited to:

Provide a detailed procedure, with timelines (to include start and completion dates for all elements listed below) to facilitate full performance at the completion of the mobilization period. The procedure must address, but is not limited to:

4a) Methodology to obtain required security clearances for employees.

4b) Transfer of Government furnished equipment, tools and facilities (e.g., inventory of tools, equipment, facilities and acceptance of those items).

3.2.7 Subfactor 5: Small Business Participation (IAW PWS 2.13)

The offeror shall describe their Small Business participation process on Rotary Wing Maintenance Contract Consolidation Task Order Requirements (depending on the competition pool in which the offeror is competing) to address the goals within PWS para 2.13. The Small Business participation process shall also include the extent to which such firms are specifically identified in proposals and the extent of commitment to use such firms. The Small Business participation goals are not to be confused with an offeror’s Small Business Subcontracting Plan.

(a) Small Business Participation Plan:

All Offerors shall submit a plan to show how they are committed to small business. This required information will be used to evaluate the extent of your proposed participation/commitment to use U.S. small businesses in the performance of this acquisition (as small business prime offerors or small business subcontractors) relative to Section M, Subfactor 5, Small Business Participation.

5a) Identify the small business concerns (SBC) (as defined in FAR Part 19) that are to be used in your proposed process to satisfy the requirements of this solicitation for the entire performance period. The submission shall include for each SBC: company name; business category(ies); description of products or services; NAICS code; and the nature of the commitment with the SBC (i.e., letter of commitment, joint ventures, mentor protégé agreements, others). Binding commitments shall become enforceable, contractual requirements.

5b) Identify the SBCs (prime offerors and small business subcontractors) proposed quantitative participation in terms of the value of the total acquisition (total contract value). Offerors shall provide detailed explanations/ documentation to support quantitative small business participation. Binding commitments shall become enforceable, contractual requirements.

(b) Subcontracting Plan (OTSB):

If Offeror is Other Than Small Business (OTSB)-provide evidence of a subcontracting plan IAW FAR 52-219-9, Small Business Subcontracting Plan that separately addresses and specifies the extent of the offeror’s commitment to the participation of Small Business (SB), Veteran Owned Small Business (VOSB), Service Disabled Veteran Owned Small Business (SDVOSB), Historically Underutilized Business Zone (HUBZone), Small Disadvantaged Business (SDB), and Woman Owned Small Business (WOSB) concerns. If the offeror is submitting an individual contract plan, the plan must separately address subcontracting with SB, VOSB, SDVOSB, HUBZone, SDB, and WOSB concerns. The approved subcontracting plan shall be incorporated into the awarded contract. Failure to submit and negotiate the subcontracting plan shall make the offeror ineligible for award of a contract. If applicable, submit a copy of your approved Master Plan. In the event the offeror has negotiated a comprehensive subcontracting plan pursuant to DFARS 219.702, The Small Business Contracting Program, Statutory requirements, the offeror must submit the information that identifies and specifies the extent of their commitment to the participation of SB, VOSB, SDVOSB, HUBZone, SDB, and WOSB. These targets will be provided in the Small Business Subcontracting Plan in accordance with FAR 52.219-9, and submitted under the Small Business Participation (Subfactor 5) section in the Technical Volume of the proposal.

All supporting documentation is excluded from the page count. Supporting documents will not be incorporated into any resulting contract.

4.0 Volume II – Factor 2: Past Performance

4.1 General Instructions

(a) Each offeror shall submit a past performance volume with its proposal, containing past performance information. This information is required on the Offeror and significant subcontractors, teaming partners, and joint venture partners proposed to perform the work outlined in the solicitation. “Significant” is defined as subcontractors who are proposed to perform 20 percent or more of the proposed effort based on total evaluated price or perform aspects of the effort the offeror considers critical to overall successful performance. The Government will use data provided by each offeror in this volume and data obtained from other sources in the evaluation of past performance.

Past performance information to demonstrate compliance with the requirements of FAR 52.219-8, Utilization of Small Business Concerns, including the extent to which small business performance objectives/requirements were met for the contracts that required submission of a Small Business Participation Plan or other small business participation/utilization document. Copies of contractual reports may be submitted to validate compliance with requirements of FAR 52.219-8. Submit eSRS data that documents your company’s compliance with previous Participation Plans. Explanation of efforts where minimum quantitative requirements and/or goals were not met should be provided. Supporting documentation shall be relevant to the requirements of this solicitation and shall be within the past five years of the release of this solicitation. All supporting documentation is excluded from the page count. See paragraph 2.13 of the basic contract PWS for DOD small business goal details.

Past performance information to demonstrate compliance with the requirements of FAR 52.219-9 (DEVIATIONS 2018-O0018 and 2019-O0005) Small Business Subcontracting Plan (when applicable), including extent to which applicable goals and other small business performance objectives/requirements were met for the contracts submitted to demonstrate compliance. Explanation of efforts where goals were not met should be provided. Supporting documentation shall be relevant to the requirements of this solicitation and shall be within the past five years of this solicitation. All supporting documentation is excluded from the page count.

The work to be performed directly by a small business prime offeror shall be evaluated as Small Business Participation. Small business prime offerors shall include their information in the above requested subparagraphs.

(b) Each offeror shall also complete Section 1 of the Past Performance Questionnaire (PPQ) (Attachment 9) and the PPQ Cover Letter (Attachment 8). These attachments shall be e-mailed to all points of contacts (POCs) that the Offeror has listed in the PPI (Attachment 7). The POCs will complete the questionnaires and forward them by e-mail, directly to the Past Performance Evaluation Team (PPET). E-mail copies to jamey.hartsel@us.af.mil AND tiffany.carter.6@us.af.mil. RESPONDENTS TO THE QUESTIONNAIRES SHALL NOT SEND THE COMPLETED PPQ INFORMATION BACK TO THE OFFEROR. Offerors shall not follow-up with respondents to ensure they have completed the questionnaires. The PPET will conduct such follow-up with any POC as necessary.

(c) Along with the information required in the paragraphs above, the Offeror shall submit a consent letter (Attachment 10) executed by each subcontractor, teaming partner, and 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 (Attachment 11) authorizing release to the Government of requested information on the Offeror’s performance.

4.2 Early Proposal Information

Early proposal information associated with Volume II Past Performance is requested to be submitted by 15 April 2019. This will facilitate a timelier past performance evaluation.

4.3 Relevant Contracts

4.3.1 Instructions Regarding Relevant Contracts

Present/Past Performance/Relevant Contract Narrative Information shall be comprised of up to five (5) pages per contract (see Attachment 7 for template). Request each Offeror submit up to three (3) complete contracts for the Prime Contractor and up to three (3) complete contracts for each significant subcontractor/teaming partner. NOTE: The requested number of contracts for prime and subcontractors are preferences and not requirements. Fewer numbers may be acceptable if the Government determines there is sufficient information to determine a confidence rating. Only submit information on subcontractors and teaming partners performing key or critical portions of the Rotary Wing Maintenance Contract Consolidation effort. Offerors are requested to limit responses to those efforts necessary for evaluation and relevant to the Rotary Wing Maintenance Contract Consolidation effort. Relevant performance is defined as efforts involving a similar scope and similar magnitude of effort and complexity as this solicitation requires.

To be recent, the effort must have been performed during the past five (5) years from the date of issuance of this solicitation or have been performing the effort for at least 12 months from the date of issuance of the solicitation.

4.3.2 Present/Past Performance/Relevant Contract Narrative Information, Specific Content

Offerors shall 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. The Offeror shall clearly demonstrate management actions employed in overcoming problems and the effects of those actions, in terms of improvements achieved or problems rectified.

5.0 Volume III – Factor 3: Cost/Price

5.1 Volume Organization

The Cost/Price Volume shall be organized according to the following general outline:

(1) Title Page

(2) Table of Contents

(3) List of Tables and Figures

(4) Glossary of Abbreviations and Acronyms

(5) Exceptions and Rationale

(6) Attachment 13B, Kirtland Cost Plus Fixed Fee (CPFF) Rate Tables

(7) Attachment 13C, Kirtland Total Evaluated Price (TEP) Matrix

5.2 General Instructions

The Cost/Price Volume is to assist the Offeror in submitting information required to evaluate the reasonableness, completeness, balance, and realism of the Offeror’s proposed costs/prices. Compliance with these instructions is mandatory and failure to comply may result in rejection of the Offeror’s proposal. Please note that only the price/cost data submitted in the Offeror’s Cost/Price Volume will be evaluated for pricing purposes. Data beyond that required by this instruction shall not be submitted, unless it is considered essential to document or support the Offeror’s cost/price position. Offerors shall identify any exceptions taken to the cost/price requirements stated in this solicitation, providing complete rationale for each exception.

FAR Part 15 applies; this is not a commercial effort. Adequate price competition is anticipated and therefore, at this time, Offerors are not required to submit Certified Cost or Pricing Data in accordance with FAR 15.403-1(c). If, after receipt of proposals, the Contracting Officer determines that there is insufficient data to determine price reasonableness or adequate price competition is not established and none of the exceptions in FAR 15.403-1 apply, Offerors may be required to submit additional data in accordance with FAR 15.403-3 or FAR 15.403-4, respectively.

5.2.1 Reasonableness

The Offeror’s proposal will be evaluated for reasonableness. A price is reasonable if, in its nature and amount, it does not exceed that which would be incurred by a prudent person in the conduct of competitive business. A determination of an unreasonably high TEP may be grounds for eliminating a proposal from the competition.

5.2.2 Completeness

The Offeror’s proposal will be evaluated for completeness. A proposal is complete when all pricing data required under Section L of the RFP is provided in the format prescribed and the Offeror has complied with all requirements of the solicitation, to include the PWS, as well as all attachments and exhibits. Submission of an incomplete proposal may result in rejection of the proposal.

5.2.3 Unbalanced Pricing

The Offeror’s proposal will be evaluated for balance. Unbalanced pricing may increase performance risk and could result in the payment of unreasonable prices. Unbalanced pricing exists when, despite an acceptable TEP, the price of one or more contract line items is significantly overstated or understated as indicated by the application of cost or price analysis techniques. The Government may also consider an offer unbalanced if there is a significant difference between proposed prices from year to year, including option years, such that they are above or below what would be considered a reasonable adjustment for inflation. A proposal may be rejected if the Contracting Officer determines that the lack of balance poses an unacceptable risk to the Government.

5.2.4 Cost Realism

The Offeror’s proposed costs, applicable to CPFF CLINs X003 – MH-139 Aircraft Maintenance and X015 – MH-139 Aircrew Services/FCF within Attachment 13B – “Kirtland CPFF Rate Table”, will be evaluated for cost realism. A realistic cost reflects the cost for an Offeror to perform the effort with reasonable economy and efficiency. Unrealistically low cost may indicate either that the Offeror does not understand the requirement, or has submitted an unrealistic proposal, and may be grounds for eliminating a proposal from the competition. Offers shall be sufficiently detailed to demonstrate cost realism. The burden of proof for credibility of proposed costs rests with the Offeror.

5.3 Cost/Price Requirements

The Offeror shall clearly identify, on the front page of the proposal, that the proposal is submitted in response to the Kirtland Full and Open portion of the solicitation. The Offeror shall propose costs/prices on both a Firm Fixed Price (FFP) and CPFF basis in accordance with the Contract Line Item Number (CLIN) structure provided as a table below. The Offeror shall also reference the “Instructions” tab presented on both Attachment 13B, “Kirtland CPFF Rate Tables”, and Attachment 13C, “Kirtland TEP Matrix. Not to Exceed (NTE) Cost Reimbursable (CR) CLINs will be established within the Kirtland Task Order. As the NTE Cost CLINs are subject to a Government established ceiling, no CR CLIN pricing is required at this time.

5.3.1 Attachment 13B, “Kirtland CPFF Rate Tables”

Attachment 13B, “Kirtland CPFF Rate Tables” shall be comprehensively completed by the Offeror. This workbook will be utilized to competitively establish CPFF fully burdened labor rates for CPFF CLINs X003 – MH-139 Aircraft Maintenance, and X015 – MH-139 Aircrew Services/FCF for the one Offeror and up to five (5) applicable Teaming Partner(s) that are awarded the Kirtland AFB Task Order (TO). The proposed CPFF rates will also be utilized to establish CPFF totals for CLINs X003 and X015 based upon the Government provided labor hours. Upon completion of this workbook, the CPFF totals for CLINS X003 and X015 shall be manually transferred by the Offeror to Attachment 13C, “Kirtland TEP Matrix” in order to establish the comprehensive TEP inclusive of all FFP and CPFF CLINs as explained below.

Attachment 13B contains twelve (12) distinct tabs including "Instructions", “Offeror Information”, “MH-139 Delivery Schedule”, “Labor Hours”, "Prime Rate Buildup", "TP #1 Rate Buildup", "TP #2 Rate Buildup", "TP #3 Rate Buildup", "TP #4 Rate Buildup", "TP #5 Rate Buildup", “CPFF Rate Table", and “Summary” tabs. The “Instructions” tab provides a detailed overview explaining how the workbook shall be completed by the Offeror. The “Offeror Information” tab shall be completed to provide basic information regarding each proposed Offeror. The “MH-139 Delivery Schedule” tab provides an overview of the MH-139 replacement aircraft delivery schedule for Kirtland AFB, identifying the total rotary maintenance requirements calculated in the “Labor Hour” tab. The “Labor Hour” tab shall be adjusted by the Offeror to outline the effort that will be performed by the Prime Offeror and each Teaming Partner, if applicable. The “Rate Buildup” tabs shall be utilized by the Prime Offeror and/or Teaming Partner(s) to provide a detailed breakdown of the components comprising each fully burdened labor rate proposed. The “CPFF Rate Table” tab will automatically populate based on the Offeror’s inputs throughout the workbook to provide the total anticipated price by Offeror/Teaming Partner as well as the price by Option Year for CLINS X003 and X015. The “Summary” tab provides an aggregated summary of the total price proposed by the Offeror for CPFF CLINS X003 and X015 as input throughout the workbook. A color coded “Key” has been provided in cells G1-H6 of the “Instructions” tab for reference throughout completion of the Attachment 13B workbook. Blue-colored cells are provided to highlight the title of each worksheet. Gray-colored cells are included solely for informative and directional purposes. Each green-colored cell has been prepopulated with information essential to the automatic calculation of the TEP for CLINs X003 and X015, will automatically populate based on the information input by the Offeror throughout the orange-colored cells in the workbook, and should not be adjusted (unless specifically required for completion of the respective “Rate Buildup” tab(s)). All orange-colored cells shall be completed by the Offeror, if applicable. The Offeror shall only complete orange-colored cells as all other cells have been locked to prevent adjustment (unless adjustments are required on the applicable “Rate Buildup” tabs). Tampering with Attachment 13B, “Kirtland CPFF Rate Tables” outside of what is instructed may result in the Offeror’s proposal being disqualified from further consideration. The yellow-colored cells located in rows 10 and 20 of the “Summary” tab will also prepopulate based upon the labor hour data input by the Offeror in the “Labor Hours” tab, and the labor rate data input by the Offeror in the applicable “Rate Buildup” tab(s) to provide the total price for CLINs X003 and X015 for each FY. The Offeror shall comply with the instructions on the “Summary” tab as well as below to transfer the TEP data from the yellow-colored cells to the respective yellow-colored cells in the “Option 1” through “Option 4” tabs within Attachment 13C, “Kirtland TEP Matrix”.

Please note that the worksheets only require the Offeror to complete CPFF labor hour and direct labor rate data applicable to CLINs X003 and X015 from Option Year 1 (01 October 2021 through 30 September 2022) through Option Year 4 (01 October 2024 through 3 September 2025), as well as for a potential Extension period. The Offeror is not required to provide CPFF labor hour and direct labor rate date applicable to the base year as the MH-139 replacement helicopter will not be introduced to the Kirtland AFB until Option Year 1.

5.3.1.1 Fully Burdened CPFF Labor Rates

The Prime Offeror and each applicable Teaming Partner shall utilize the applicable “Rate Buildup” tab to input the components of their proposed CPFF labor rates for each labor category under which they plan to perform. The Government has identified twelve (12) labor categories applicable to CLIN X003 – MH-139 Aircraft Maintenance and two (2) labor categories applicable to CLIN X015 – MH-139 Aircrew Services/FCF. The identified labor categories are anticipated to be inclusive of all labor categories expected to be used within CPFF CLINs X003 and X015 throughout Option Year 1 through Option Year 4, and any potential six (6) month Extension period of the contract. All CPFF labor categories shall be covered and proposed collectively by the Prime and/or Teaming Partner(s). These rates may be proposed by the Prime, Teaming Partner(s), or both. The Offeror shall ensure that all labor categories are covered, but not all labor categories must be covered by any one business entity. If an Offeror’s labor category nomenclature differs from the Government’s, the Offeror must input the Offeror’s labor classification within column B of the applicable “Rate Buildup” worksheet. Please note that Offerors shall not add or subtract Government identified labor categories. Failure to propose rates for all labor categories will render the proposal incomplete, and the entire proposal will be subject to rejection.

The Offeror’s proposal shall include a CPFF fully burdened labor rate build-up for each Government directed labor category to include the hourly base rate, each applicable indirect rate, and fixed fee. Offerors are expected to use the customary formats and calculations consistent with their normal accounting practices to develop the proposed CPFF fully burdened labor rates. Each labor rate shall be presented by FY, covering FY 2022 (01 October 2021 – 30 September 2022) through FY 2025 (01 October 2024 – 30 September 2025) as required by each worksheet. Each FY follows the Government’s FY: 01 October through 30 September. CPFF labor rates utilized during the “Extension” period will automatically be priced at the hourly rate established for “Option 4”. The Offeror’s proposed fully burdened CPFF labor rates shall be included on the Kirtland TO if selected for award. All dollar amounts input by the Offeror on the applicable “Rate Buildup” tabs shall be presented to the hundredths place (two decimal places).

The following guidelines highlight the major elements normally associated with the buildup of fully burdened labor rates and documentation the Offeror must provide to support the realism of the proposed fully burdened labor rates:

5.3.1.1.1 Base Labor Rates

The Offeror shall provide base labor rates associated with each labor category across each FY. Base rates are the hourly rates that the employees will be paid for performance under the Kirtland TO. A verifiable method and support used to establish the reasonableness of the proposed rates shall also be provided (e.g. collective bargaining agreement, regulation, payroll for employees presently employed by the contractor, wage verification surveys, Salary.com, quotes, etc.). If a composite base labor rate is proposed, a separate worksheet that identifies the individuals, their rates, and the weighting assigned to each rate to arrive at the single composite rate shall be provided.

5.3.1.1.2 Base Labor Rate Escalation

Depending upon the Offeror’s customary practices, escalation may be proposed and base labor rates may require adjustment for annual cost of living increases. Base rate adjustments can occur when calculating year one rates if employees would normally receive pay increases prior to the end of the first contract year. Base rates for contract out-years may require escalation adjustments to reflect what employees will receive for those periods. If applicable, the methodology used to escalate out-year rates shall be provided in the Offeror’s documented proposal to include the escalation factors applied, the basis for the escalation factors used, and the dates that pay increases are effective.

5.3.1.1.3. Indirect Rates

A simplified rate breakout structure has been included in the “Rate Buildup” tabs of Attachment 13B, “Kirtland CPFF Rate Tables” comprised of common indirect rates including one Fringe rate, one Overhead (OH) rate, one General and Administrative (G&A) rate, one Fixed Fee rate, and one Facilities Capital Cost of Money (FCCOM) rate. In the proposal, the Offeror shall show each individual rate, as applicable, and describe the allocation base. The allocation base is the cost category that the rate is multiplied by to calculate the indirect dollars. An example is a labor Overhead rate applied to direct labor dollars; the latter being the allocation base.