Attachment 1 - Addendum to 52_212-1 Amendment 0004.pdf

FA701420R0015

AIR FORCE STRATEGIC TRANSFORMATION SUPPORT (AFSTS)

ADDENDUM TO FAR 52.212-1 INSTRUCTIONS TO OFFERORS – COMMERCIAL ITEMS

ATTACHMENT 1

1.0 Contract:

This requirement is a competitive partial small business set-aside acquisition. The Government intends to award an Advisory & Assistance, multi-award indefinite delivery/indefinite quantity (IDIQ) contract with the ability to award Firm Fixed Price and Firm Fixed Price Level of Effort task orders with a five year ordering period.

AFSTS will consist of two (2) Tiers. Within the multi-award IDIQ structure for AFSTS, the Government intends to award to each and all Technically Acceptable vendors that submit a proposal in Tier 1 and each and all Technically Acceptable vendors that submit a proposal in Tier 2.

Two of the Tier 2 IDIQ awards are set-aside for Small Businesses (SB) only. If no Small Business Offerors are considered Technically Acceptable, the Small Business set aside portion in Tier 2 will automatically dissolve IAW FAR 19.507.

2.0 General Instructions.

Points of Contact (POC): Below are the only points of contact for this acquisition. All questions or concerns shall be e-mailed to the Contracting Officer (CO) and Contract Specialist (CS).

Name Email Ms. Theresa L. Terry theresa.l.terry.civ@mail.mil Mr. LaMario B. Cato lamario.b.cato.civ@mail.mil

2.0.1 This acquisition will use a combination of oral presentations with some limited written submission.

2.1. Instructions to Offerors (ITO)

2.1.1 The Offerors proposal must include all data and information requested by this ITO and must be submitted in accordance with these instructions. The Offeror shall be compliant with the requirements as stated in this solicitation. In order to be eligible for award, offerors are required to meet all solicitation requirements, such as terms and conditions; representations and certifications; evaluation factor requirements; and be deemed responsible in accordance with FAR Part 9. Nonconformance with the instructions provided in this ITO will 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 shall 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 its facilities and experience and will base its evaluation on the information presented in the Offerors proposal. Questions related to the RFP are due to the POCs by 0900AM ET three (3) calendar days after RFP release.

2.1.2 System for Award Management (SAM): Offerors will not be eligible to receive a contract award from a Department of Defense (DoD) activity unless they are registered in SAM. Offerors must be registered in the SAM database prior to award of any contract. Firms must register on a one-time basis and annually confirm accuracy and completeness of registration information. On-line registration and instructions can be accessed at https://www.sam.gov/index.html.

2.1.3 Tier Definitions. AFSTS consists of two (2) tiers covering differing levels of qualifications for each; separated by level of complexity value, structure and definition of problems for the applicable mission partner. Offerors shall not propose as Prime and/or Subcontractor in the both tiers.

Offerors shall not perform as Prime and/or Subcontractor in both tiers. This includes wholly owned subsidiaries, legal partnerships, and parent organizations. Once an Offeror declares in one tier, it cannot change tiers. If a Prime submits in multiple tiers that Prime will be disqualified from the competition and is ineligible for award in both tiers. If a Subcontractor is found with multiple Primes in the same or more than one tier, the Government will notify the affected Prime in writing. The Prime shall de-conflict prior to award or will remain ineligible for award. This does not apply to Non-Traditional Small Businesses (NTSB see paragraph 4.1.4.2.1 for NTSB definition).

2.1.3.1 Tier 1 - Corporate experience successfully performing studies, research and analysis and developing transformational strategies for Fortune 1-100 companies and experience advising C-suite executives and large organizations through highly complex, undefined, and unstructured problems in addition to corporate experience successfully assisting the Air Force (or other federal entity of similar scope and complexity) and advising senior leaders through developing transformational strategies;

translating and incorporating commercial best practices through highly complex, undefined, and unstructured problems. The Fortune 500 list can be found at https://fortune.com/fortune500/.

2.1.3.1.1 For the purpose of Tier 1, the term “highly complex, undefined, and unstructured problems” means the problems faced in this tier of effort are usually large in scale with little context or definition provided. The challenges are applicable to the Air Force and usually to the Department of Defense (DoD) enterprise, if not the federal Government as a whole (e.g. Category Management). The request comes from senior levels of the Air Force, require engagement across multiple stakeholder communities (internal and external to the Air Force and/or DoD), and usually have political or statutory impacts.

There are (potentially) no existing best practices in Government to leverage.

2.1.3.2 Tier 2 - Corporate experience successfully performing studies, research and analysis and developing transformational strategies and implementation plans for Fortune 1-300 companies and experience advising C-suite executives and large organizations through moderate to complex problems in addition to corporate experience successfully assisting the AF (or other federal entity of similar scope and complexity) and advising senior leaders through developing transformational strategies and implementation plans; translating and incorporating commercial best practices through moderate to complex problems. The Fortune 500 list can be found at https://fortune.com/fortune500/.

https://www.sam.gov/index.html https://fortune.com/fortune500/ https://fortune.com/fortune500/

2.1.3.2.1 For the purpose of Tier 2, the term “moderate to complex problems” means the requirements of this tier are complex, but are usually understood with a goal defined. The scope may involve stakeholders internal and external to the Air Force but are usually limited to the requiring organization being within the Air Force. The challenges are usually not political and usually have no statutory impact. The coordination and collaboration effort needed to resolve the challenging problem requires more time to complete.

2.2 Proposal Submission.

Proposal submission will be completed in four (4) steps to ensure an efficient process.

2.2.1 Step 1 – Minimum “Compliant/Noncompliant” Gate: Tier Declaration, Facility Clearance Validation, and Small Business Subcontracting Plan compliance review

2.2.1.1 Facility Clearance (FCL): Due to the clearance requirements, all prospective Prime Offerors shall possess a TOP SECRET Facility Clearance (FCL). The FCL shall be approved/issued by the Defense Security Service (DSS) and FCL must be posted in Defense Information Security System (DISS). A verifiable TOP SECRET FCL shall exist in DISS at time of proposal submission. The Government will validate the Prime Offerors FCL based on the CAGE code provided on the completed DD254 per the instructions in paragraph 2.2.1.2. Offerors FCL will be assessed as “compliant/noncompliant” at proposal submission. Offerors without the required TOP SECRET FCL will be deemed “noncompliant.” Offerors shall have an approved facility clearance no later than the due date shown in Table 1.

2.2.1.2 DD Form 254, Contract Security Classification Specifications: The Offeror shall complete blocks 6a – c, (and if applicable, blocks 7a – c, and 8a – c or a continuation sheet) of the DD Form 254 (RFP Attachment 3). Complete the form and submit via email with your response to Step 1 no later than the due date shown in Table 1.

2.2.1.3 Prime Offerors shall also email the Contracting POCs to declare the Tier it will propose in no later than the due date shown in Table 1. Once an Offeror has declared which Tier it will propose in (as Prime, Subcontractor, teaming arrangement, joint venture, etc.), that Offeror SHALL NOT change Tiers at any point during the RFP process OR after award. Therefore, all teaming arrangements, joint ventures, Subcontracting, etc. shall be documented on a memorandum from each Subcontractor, teaming partner, joint venture, etc. on their letterhead agreeing to such with the applicable Prime. The agreement memo shall include which Prime the agreement is with and which Tier they agree to go into with that Prime. The Tier declaration memo from Subcontractors, teaming arrangements, joint ventures, etc. need not be more than a simple sentence on official letterhead stating which Tier and Prime they are declaring with.

2.2.1.4 All Prime Offerors (other than Prime small businesses) shall submit a Small Business Subcontracting Plan as required by FAR 52.219. The plan will be reviewed by the Contracting Officer for compliance with FAR Clause 52.219-9, Small Business Subcontracting Plan. Each Small Business

Subcontracting Plan shall, at a minimum, adhere to the minimum goal percentages below for small businesses concerns and for the specific socio-economic small business concerns. Offerors shall use $100M as the total subcontracting dollars for Small Business Subcontracting Plan purposes. The Subcontracting Plan may have to be updated for actual amounts after award.

Business Category Minimum Subcontracting

Percentage Small Disadvantaged Business (SDB) 5% Service Disabled Veteran Owned Small Business

(SDVOSB)

3%

Women Owned Small Business (WOSB) 5% Historically Underutilized Business Zone Small Business (HUBZone)

3%

Small Business 32%

2.2.1.5 Offerors will be notified via email if they are deemed compliant or noncompliant for the FCL, Tier Declaration, and Small Business Subcontracting Plan requirements. If the Offeror is deemed compliant (met the FCL criteria/compliant with agreement instructions [if applicable], met requirements in FAR Clause 52.219-9, Small Business Subcontracting Plan), the Offeror will be notified via email and will move to Step 2. If the Offeror is deemed noncompliant (does not meet the FCL criteria/was noncompliant with agreement instructions [if applicable], did not meet the requirements in FAR Clause 52.219-9, Small Business Subcontracting Plan), the Offeror will be notified via email that is was noncompliant, the proposal will not be evaluated further, and the Offeror will not move on to Step 2.

2.2.2 The Technical Factor has five (5) Subfactors

Factor I: Technical

Subfactor 1: Corporate Experience Subfactor 2: IDIQ Staffing Plan Subfactor 3: IDIQ Management and Capacity Plan Subfactor 4: Small Business Commitment Document (SBCD) Subfactor 5: Scenario Solution & Transition Plan

2.2.3 Step 2 – Submit Technical Volume 1a for Technical Subfactors 1-4 (see Table 1 below)

2.2.4 Step 3 – Submit Technical Volume 1b for Subfactor 5 – Scenario Solution and Transition Plan (see Table 1 below)

2.2.5 Step 4 – Oral Presentation of Subfactors 1-3 and Subfactor 5. Instructions for Technical [Oral Presentations] start at paragraph 2.5

2.2.6 Proposal submission. Proposal submissions shall be sent via email only to the contracting POC no later than the due date shown in Table 1. No hard copies are required. Late proposals will be processed in accordance with FAR Provision 52.212-1(f) Late Submissions, Modifications, Revisions and Withdrawals of Offers.

2.2.7 Table 1 below provides a proposal timeline.

Table 1 – Proposal Timeline (ET - Eastern Time)

Requirement Due Date Step 1: FCL, Tier Declaration, Small Business Subcontracting Plan, DD254

20 Mar 20, 1:00PM ET

Notification of Compliance / Noncompliance for Step 1

24 March 20, 1:00PM ET

Step 2: Volume 1a – Corporate Experience, IDIQ Staffing Plan, IDIQ Management and Capacity (M&C) Plan, and Small Business Commitment Document (SBCD), Reps and Certs

8 Apr 20, 1:00PM ET

Government Schedules Oral Presentations and Provides Offerors Scenario

Starting 10 April 20 (11 Calendar Days Prior to Scheduled Oral Presentation Day)

Listing of Attendees with their roles and individual WebEx Meetings account email address

Next Business Day after invite receipt, 1:00PM ET

Step 3: Volume 1b – Scenario Solution and Transition Plan

Due 1 Calendar Day Prior to Offerors Scheduled Oral Presentation, 1:00 PM ET

Step 4: Oral Presentations Starting 21 Apr 20

2.3 Communications.

Exchanges of source selection information between Government and Offerors will be controlled by the CO and CS. E-mail will be used to transmit such information to Offerors. The Government intends to send answers to questions by amendment to the solicitation and post to www.beta.SAM.gov. The Offerors must submit all communications via email to the Contracting POCs.

http://www.beta.sam.gov/ http://www.beta.sam.gov/ http://www.fbo.gov/

2.4 Amendments to Solicitation.

If this 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 day and time specified in the amendment(s).

2.5 Step 4: Oral Presentations.

The Government will require unclassified oral presentations for Technical Subfactors 1 and 5 (see instructions in Table 2) via Cisco® WebEx – https://www.webex.com. Select/Sign-in to WebEx Meetings (Not WebEx Teams). WebEx is a free. There is no requirement to purchases licenses or subscriptions. If any Offeror pays for a subscription, it will paid for by its own funds and will not be reimbursed by the Government.

2.5.1 Attendance Requirements. Due to the high-level support required for AFSTS, the Government is requiring Key Executive Personnel to be in attendance and brief at the oral presentation. The presentation shall include one (1) bio slide for each Key Executive (place bio slides before Corporate Experience slides). Each Key Executive shall introduce themselves at the start of the oral presentation.

Each bio slide shall include a picture of the Key Executive. While each firm is organized differently, the following executive level (decision maker) personnel are required to be in attendance and brief/provide solutions and be prepared to answer questions:

One (1) Commercial (Private Sector) Account Partner/Vice President/Principal/Managing Director One (1) Federal (Public Sector) Account Partner/Vice President/Principle/Managing Director *One (1) Engagement Executive – lead executive for engagement with high level clients *One (1) Transformation Executive - lead executive for transformation within the organization **Note: Some firms have executives that are dual-hatted. Please identify that when you provide listing of attendees and their roles. Attendance is limited to 10 personnel per Offeror.

2.5.2 Offerors will receive the scenario and be contacted based on the schedule in Table 1 for a time slot for oral presentations. Offerors shall also provide a listing of attendees and their roles during the presentation. To continue to promote social distancing, the attendees listing shall include the individual email address for each attendees’ individual WebEx Meetings account. The invite will be sent to each individual email address provided by the Offeror. Offerors shall confirm each attendee received an invite no later than the next business day after receipt of the invite. Only 10 email addresses will be accepted.

See Table 1 for due dates.

2.5.3 Offerors shall present its slides through WebEx. The Offeror shall state in the footer that the presentation is ‘unclassified’ and no information will be provided by the Offeror that is classified during the presentation. All documents are submitted by Offerors in the same time frame. No changes can be made to the presentation once it has been received by the Government. 30 minutes prior to the scheduled oral presentation, the WebEx Meetings room will be open to ensure there are no connection issues. Five

(5) minutes prior to the scheduled presentation, the Contracting Officer will go over rules of engagement https://www.webex.com/ and address any questions. Offerors shall ensure that personnel present for the oral presentation are able to enter into limited exchanges on behalf of the organization as the Government intends to award without discussions. The Government will assume that briefers can enter into limited exchanges with the Government. After the Offeror’s presentation, the all of the Offerors attendees shall ‘Leave the Meeting’ to allow for the Government only caucus for 30 minutes to prepare for limited exchanges. Offerors shall re-join to WebEx Meeting room after 30 minutes to receive the limited exchanges (if any). The Offeror shall ‘Leave the Meeting’ for up to 30 minutes to prepare oral responses to the limited exchanges. After the 30 minutes, the Offeror shall re-join the WebEx Meeting room and respond orally to the limited exchanges. Failure to re-join at or before 30 minutes will automatically close the limited exchanges.

Evaluation Notices (EN) may be used for clarification or communication purposes as well as discussions.

Responses to the ENs will be evaluated in accordance with the evaluation criteria stated herein. Failure to respond to limited exchanges or ENs will eliminate the Offeror from further evaluation and consideration for award. No written ENs will be issued for oral presentations; however, during oral presentations the Government may conduct clarifications in the form of limited exchanges between the Government and Offerors. The responses to the limited exchanges will be considered clarifications. Offerors WILL NOT have the opportunity to modify or revise proposals based off of responses to clarifications. Per FAR 15, “proposal modification” is a change made to a proposal before the solicitation closing date, or made in response to an amendment, or made to correct a mistake at any time before award; and “proposal revision” is a change to a proposal made after the solicitation closing date, at the request of or as allowed by a Contracting Officer, as the result of negotiations. Unless instructed otherwise by the Contracting Officer, once oral clarifications are completed, limited exchanges are closed.

2.5.4 Restrictions on Electronic Devices. Personal cell phones and laptops are not permitted in the presentation room. There is a temporary locker available for personal cell phones outside of the presentation room. NO LAPTOPS allowed.

2.5.5 Time Limit. Oral presentations will be limited to 1.5 hours. The Government will not interrupt during the presentation to ensure all Offerors are afforded the same amount of time to brief.

2.5.6 Order of Presentation Charts. Presentation charts shall be in the same order as the Technical subfactor numbers starting with one (1) and ending in five (5).

2.5.7 Format for Presentations. Offerors shall provide their presentation in Microsoft PowerPoint for projection during the oral presentation. Any other format may become distorted on the screen. Offerors can provide the presentation in Portable Document Format as backup if they desire.

2.5.8 No cameras, camcorders, cellular devices, recording devices, etc. of any kind are allowed before, during, or after the oral presentation. Offerors shall NOT record the presentation or conversation with the Government. Any Offeror found not in compliance will be deemed ‘noncompliant”, its proposal will not be further evaluated, and the Offeror will be ineligible for award.

2.6 Period of Acceptance of Offers.

The Offeror agrees to hold its proposal firm for 180 calendar days from the date specified for receipt of offers.

2.7 Federal Holidays: The following Federal Legal Holidays are observed:

• Martin Luther King Day

• President’s Day

• Memorial Day

• Independence Day

• Labor Day

• New Year’s Day

• Columbus Day

• Veterans Day

• Thanksgiving Day

• Christmas Day

3.0 Preparation Instructions to Offerors:

The purpose of these instructions is to prescribe the format of proposals and describe the approach for the development and presentation of proposal data. They are designed to ensure the essential information required for evaluation of proposals is submitted. Offerors shall submit reps and certs with Volume 1a per Table 1. Reps Certs do not count toward page limitations. Offerors are cautioned to follow the detailed instructions fully and carefully, as the Government intends to make award based on initial offers received without discussions but reserves the right to hold discussions.

3.1 Organization/Number of Copies/Page Limits

To assure timely and equitable evaluation of the proposal, the Offeror must follow the instructions contained herein. The proposal must be complete, self-sufficient, and respond directly to the requirements of this solicitation. The response shall consist of two (2) separate volumes:

Volume1a –Technical Subfactors 1-4, and Volume 1b –Technical Subfactor 5.

3.1.1 Offerors shall prepare proposals as set forth in the Proposal Organization Table below. The titles and contents of the volumes shall be as defined in the Table, all of which shall be within the required page limits and with the number of copies as specified. The volumes identified in the Table shall be emailed and separately bound in three-ring, loose-leaf binders, as necessary.

The content of each proposal volume is described in the ITO paragraph as noted in the Table 2 below:

Table 2 – Proposal Organization

Requirement ITO Paragraph(s) Delivery Format Page Limit (page numbers are maximums)

Step 1: FCL, Tier Declaration, and Small Business Subcontracting Plan (Written)

2.2.1 Email completed DD254, Email

with Tier Declaration (with teaming arrangements), Small Business Subcontracting Plan

- 3 pages for DD254;

- body of email Tier declaration;

- 1 page agreement memo per teaming, sub, joint venture, etc.;

- 50 pages for Small Business Subcontracting Plan

Step 2: Volume 1a – Reps and Certs (Written)

3.0 Email completed 1449 as

PDF(Offerors can alternately submit SAM print out as PDF)

No page limit

Step 2: Volume 1a – Corporate Experience, (Oral Presentation)

4.1.1 Email PowerPoint slides - No slide limit

Step 2: Volume 1a – IDIQ Staffing Plan, IDIQ Management and Capacity (M&C) Plan (Written)

4.1.2 – 4.1.3 Email PowerPoint Slides (No oral presentation)

No slide limit. Each slides is allowed a note page. Note pages shall not exceed one page.

Paragraph 3.2.2 Page Size and Format for Written Proposal Submission applies.

Step 2: Volume 1a - Small Business Commitment Document (SBCD) (Written)

4.1.4 Email SBCD - 10 pages

- Executive Summary excluded from page count -Executable Agreements excluded from page count

Step 2: WebEx Presentation Attendees Listing with WebEx attendees email addresses

2.5.2 Email - Listing of attendees, their roles, and WebEx email addresses in the body of the email.

Step 3 Volume 1b – Scenario Solution and Transition Plan (Oral Presentation)

4.1.5 Email PowerPoint slides - No slide limit for subfactor 5

3.2 Specific Instructions.

3.2.1 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. Blank pages, title pages, cover pages, Table of contents, tab indexing, glossaries, list of Tables and figures are not included in page limitation.

Legible Tables, charts, graphs and figures may be used to depict organizations, systems and layout, implementation schedules, plans, etc.

3.2.2 Page Size and Format for Written Proposal Submission. 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 8½ x 11 inches. Pages shall be single-spaced and typed, except for displays and the reproduced sections of the solicitation document. The font shall be Times New Roman and no less than 12 point in size. Use at least 1 inch margins on the top and bottom. Pages shall be numbered sequentially by volume. When text is included within displays (graphs, charts, figures, tables, pictures), it may be no smaller than 8 point, but must be clearly legible without magnification, as determined solely by the CO. The size of these displays shall not exceed the page size as defined above. These limitations shall apply to both email and hard copy proposals. The email copy of the proposal shall be submitted in the following formats: Microsoft (MS) Word 2010, MS Excel 2010, or MS-Power Point 2010, or Portable Document Format (PDF), as applicable. There are no formatting requirements for Oral Presentation (which the exception of the required use of PowerPoint ™); however, it is the Offerors responsibility to ensure its presentation is legible and viewable by the intended audience. The recommended resolution is 16:9. The email size limit to the Government is 10MBs per email. Proposals can be broken up into more than one email or Offerors can request the proposals to be sent through DoD Safe. Non-CAC holders cannot use DoD Safe at this time. The Government will send a request to the Offeror to retrieve the files. Contact the POCs if you require assistance.

3.3.4 Title Page (not included in the page count): Each volume must include a title page. The title pages must show:

• Solicitation Number

• Name, address, telephone numbers and e-mail address of the Offeror

3.3.4 Cross-Referencing: The proposal volumes shall be written on a stand-alone basis so that its contents may be evaluated without cross referencing to another volume. Information required for proposal evaluation which is not found in its designated volume will be assumed to have been omitted from the proposal.

3.3.5 Indexing: Each volume shall contain a detailed Table of contents to delineate the subparagraphs within that volume. Tab indexing shall be used to identify sections and will not count against page limitations IAW paragraph 3.1.1 above.

3.3.6 Glossary of Abbreviations and Acronyms: Each volume shall contain a glossary of all abbreviations and acronyms used, with an explanation for each. As stated above in paragraph 3.1.1, glossaries do not count against the page limitations for their respective volumes.

3.3.7 Compliant: Documents submitted in response to this solicitation must be fully compliant to and consistent with the terms and conditions of the solicitation or may result in being rejected as noncompliant and not being evaluated.

4.0 Proposal Volume Instructions.

The following details the specific instructions for each volume.

4.1 FACTOR I –Technical.

The Technical proposal should be specific and complete. Legibility, clarity, and coherence are very important. The Offerors responses will be evaluated against the Technical subfactor criteria defined in the Addendum to FAR 52.212-2 - Evaluation – Commercial Items. The proposal should not merely reiterate or rephrase the objectives or reformulate the Government’s requirements specified in the solicitation but 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 Offerors proposal.

4.1.1 Subfactor 1: Corporate Experience. **Corporate Experience SHALL be experience performed by the Prime Offeror**

4.1.1.1 For the purpose of this requirement, Teaming Arrangements are permitted; however, a Prime Offeror shall be identified in the arrangement and upon award shall perform at least 50% of the work on all awarded AFSTS task orders. The Prime Offerors Corporate Experience will be the only experience evaluated. If a Joint Venture is proposing, the Corporate Experience will need to be experience performed as the Joint Venture to be evaluated. Work that was performed BEFORE the Joint Venture was formed will not be evaluated. Any Corporate Experience submitted that does not meet this criteria will not be evaluated.

4.1.1.2 The Prime Offeror shall provide recent efforts (past three (3) years from the date of issuance of this solicitation) to demonstrate experience in regard to scope, complexity, and magnitude based on, but not limited to, the similarities between recent performance on transformational efforts in terms of the subject areas in Table 3 (below) and application within a complex, global-scale organization. A sufficient number of efforts should be presented to address each of the four subject areas based on the minimums and maximums in Table 3 below.

4.1.1.3 Efforts submitted should be specific about the Offerors corporate experience in meeting the Government’s requirements as outlined in the Tier Definitions at paragraph 2.1.3. The submitted efforts should demonstrate the Offerors prior or current experience on private sector and public sector contracts (call orders, task orders) accomplishing the same/similar tasks that would meet the requirements within the scope of AFSTS. The Offeror shall explain how the submitted efforts provided in the proposal meet the requirements in Table 3. All submitted efforts shall provide a point of contact for validation of performance and quality of performance.

4.1.1.4 During the Corporate Experience validation process, the Government will call identified POCs and ask questions concerning the Offeror’s performance on the submitted effort only (to confirm if the Offeror met objectives/outcomes and quality). The Government will not ask proprietary questions.

This is a reference check only.

4.1.1.5 For Corporate Experience subject areas one (1) – three (3) identified below in Table 3, Offerors shall submit at least the minimum corporate experience efforts required and no more than the maximum number of efforts required. For subject area four (4), the Offeror shall submit one (1) effort that was unsuccessful and be able to demonstrate how it re-strategized, its recovery efforts, lessons learned, and how it applies those lessons learned in transformational efforts now.

4.1.1.6 For each effort Offerors shall provide: (1) Organization name, (2) Period of Performance, (3) Point of Contact, (4) description of the transformational task completed, (5) how the effort is relevant in terms of scope, complexity, and magnitude and, (6) impact to the organization.

4.1.1.7 Corporate Experience Definitions (relevancy):

Scope/Magnitude: Transformational tasks that have impact on an entire organization/enterprise with a similar size/structure as the Air Force/Major Command (MAJCOM)

Complexity: Federal entities with comparable similarities in:

• Number of personnel (military, civilian, and/or contractor);

• Laws, regulations, security levels and/ or policies, etc;

• National Defense Strategy; and,

• Congressional oversight; stakeholders

Table 3 – Corporate Experience Requirements

Tier 1 Tier 2 Minimum Efforts Maximum Efforts Minimum Efforts Maximum Efforts

1 Private sector strategic transformation (Fortune 1-100) Private sector strategic transformation (Fortune 1-300) 3 5 2 3

2 AF/DoD/Federal strategic transformation (similar scope, complexity, magnitude as AF/MAJCOM)

AF/DoD/Federal strategic transformation (similar scope, complexity, magnitude as AF/MAJCOM)

2 3 3 5 3 Successful translation/incorporation of private sector best practice solution(s)/tool(s) to resolve/address/inform an AF/DoD/Federal issue/problem (similar scope complexity, and magnitude as AF/MAJCOM)

Successful translation/incorporation of private sector best practice solution(s)/tool(s) to resolve/address/inform an AF/DoD/Federal issue/problem (similar scope complexity, and magnitude as AF/MAJCOM)

2 3 2 3 *4 *An unsuccessful transformation strategy developed by the Offeror (can be private or public sector entity of similar scope, complexity, and magnitude as AF/MAJCOM or Fortune 1-100 company).

*An unsuccessful transformation strategy developed by the Offeror (can be private or public sector entity of complexity, and magnitude as AF/MAJCOM or Fortune 1-300 company).

1 1 **The Government is aware that there are few private sector companies that are equivalent in totality to the scale of the Air Force**

4.1.2 Subfactor 2 IDIQ Staffing Plan.

The Offeror shall present a staffing plan that describes its approach to staffing and its philosophy on hiring and providing highly experienced, trained, and skilled talent to support the Air Force’s most complex problems. The Staffing Plan shall describe methodologies to ensure the appropriate mix of expertise is available. The Staffing plan shall describe how the Offeror will recruit and retain the experienced personnel based on the DoD Lines of Business and tie industry best practices to execute or implement a strategic plans at the strategic level. Offerors shall explain how it will ensure the staff shall will be able to identify the problems the Air Force faces, recognize and identify potential stakeholders, intertwine staff expertise with the DoD Lines of Business. Offerors shall provide its turnover rates for professional services and demonstrate its plan for maintaining a turnover rate at or below 20% as required in the AFSTS Scope and Ordering Guide (Attachment 4). The Offeror shall also explain its plan to minimize impact on turnover and its plan to replace key personnel vacancies with qualified personnel at the same or higher level within fourteen (14) calendar days.

DoD Lines of Business: (1) Contract/Category Management, (2) Financial Management, (3) Healthcare,

(4) Acquisition and Logistics, (5) Information & Technology (both Infrastructure and Defense Business Systems), (6) Community Services, and (7) 4th Estate. *The lines of business noted in the solicitation are meant to be illustrative and are subject to change based on the direction of the requiring Agency.

4.1.3 Subfactor 3: Management and Capacity (M&C) Plan.

Offerors shall explain their approach and methodology to perform more than 50% of each awarded task order. Offerors shall explain their plan to manage capacity and resources that will enable the Offeror to rapidly respond to the breadth of transformational tasks via the Task Order Proposal Request process through partnerships, methodologies, automation, etc. Offerors shall explain their plan to mitigate the risk to the Government associated with teaming arrangements, subcontracting, etc. consisting of several different entities to meet the scope of this requirement. Offerors shall explain their plan to manage and monitor its workforce (including subcontractors) at multiple locations at the same time while continuously meeting the Government’s high-level requirements.

4.1.4 Subfactor 4: Small Business Commitment Document (SBCD) - (Applicable to ALL Offerors) The Small Business Commitment Document is separate and distinct from the Small Business Subcontracting Plan required by FAR Clause 52.219-9, Small Business Subcontracting Plan. All Offerors shall submit a SBCD as required by DFARS 215.304(c)(i)(B). The proposed SBCD will be incorporated into any resulting contracts.

4.1.4.1 Offerors shall propose an annual minimum quantitative requirement (MQR) percentage for small businesses concerns and non-traditional small business (NTSB) using Table 4, and explain how they intend to meet the proposed MQR percentages for the overall IDIQ.

Table 4 – MQR Proposal Business Category Proposed MQR

Percentage Small Disadvantaged Business (SDB) Service Disabled Veteran Owned Small Business (SDVOSB) Women Owned Small Business (WOSB)

Historically Underutilized Business Zone Small Business (HUBZone)

Small Business Non-traditional Small Business

4.1.4.2 Offerors shall explain how they will utilize the small business concerns and NTSBs and their plan to assist the NTSBs to become Government contractors (SAM registration, RFP process, intricacies of Government contracting, applicable regulations, points of contact, etc.)

4.1.4.2.1 For the purpose of this requirement, “Nontraditional Small Business (NTSB) Contractor” means a small business entity that is primarily engaged in similar lines of activity as listed and described in the North American Industry Classification System (NAICS) manual, having met the small business standards for that industry, established by the Small Business Administration, that is not currently performing and *has not performed any contract or subcontract for the Federal Government. Any entity organized for profit (even if its ownership is in the hands of a nonprofit entity) with a place of business located in the United States or its outlying areas and that makes a significant contribution to the U.S.

economy through payment of taxes and/or use of American products, material and/or labor, etc. A NTSB Contractor includes but is not limited to an individual, partnership, corporation, joint venture, association, or cooperative. *If the NTSB has received a contract(s) through “Pitch Day” or Small Business Innovation Program, they can be considered a NTSB. NTSB’s will only retain NTSB status for up to two

(2) years.

4.1.4.3 Offerors shall provide narrative information on how percentages for this effort were developed and explain why and how they are realistic.

4.1.4.4 Using Table 5, Offerors shall provide the company name of each small business, its socio economic status (if applicable), nature of commitment (subcontract, letter of commitment, agreement, etc.), and what types of products/services the small business/NTSB provides (specific to this requirement).

Table 5 SBCD Companies Company Name Business

Category(ies) Nature of Commitment

Product/Services Provided

NAICS

Ex. Company ABC WOSB 541611

4.1.4.5 Offerors that have enforceable agreements shall provide fully executed copies (i.e. the entire agreement and not just the first and last pages) to the Government. An enforceable commitment is defined as a written and signed agreement (by both parties) that details that all parties have agreed to a business relationship for this procurement. This document shall be clear that both parties have defined and agreed to the extent of the relationship to include the type or types of work the sub-contractors/partners shall perform. The agreement shall be specific in nature. Any sub-contractor identified as a small disadvantaged business concern (aka "8(a)") or HUBZone small business concern SHALL have an active Small Business Administration (SBA) certification of its status at the time of proposal. Any proposed subcontractors with multiple CAGE codes shall include all of the codes where work will be performed for this acquisition. Enforceable agreements are excluded from page count.

4.1.5 Subfactor 5 – Scenario Solution & Transition Plan.

Offerors will be provided the scenario 11 calendar days prior to the presentation date for submittal of the oral solution and transition plan. Offerors shall utilize key executive personnel to brief the subfactors.

The assistance of technical experts is allowed. Each Offeror shall provide an executive-level PowerPoint briefing explaining a detailed solution to the scenario and the Offerors plan to transition the strategy to the Government to achieve implementation without mission degradation. The scenario solution shall include the Offerors proposed strategic approach, methodology, understanding and any recommendation(s). The Offeror shall utilize and incorporate industry best practices (or explain why not) in developing the strategy. The Offeror shall include potential outcomes, challenges, assumptions, and alignment (if any) of the scenario solution in relation to Department of Defense Enterprise Standards.

4.2 General Information.

4.2.1 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. Accordingly, Offerors are advised to submit initial proposals that are well defined and clearly acceptable without additional information, additional or substitute pages.

4.2.2 Correction Potential of Proposals

The Government intends to award without discussions. The Government will consider, throughout the evaluation, the "correction potential" of any deficiency. The judgment of such "correction potential" is within the sole discretion of the Government. If an aspect of an Offerors proposal does not meet the Government's requirements and is not considered correctable, the Offeror may be eliminated from competition.

4.2.2.1 Discussions. The Offerors initial proposal should contain the Offerors best terms. The Government intends to award without discussions but reserves the right to conduct discussions if it is determined to be in its best interest. Offerors are advised to submit proposals that are fully and clearly acceptable without additional information. Any discussions will be conducted in accordance with FAR

15.306. Discussions can occur at any time during the evaluation process.

4.2.2.2 Evaluation Notices (EN). ENs may be used for clarification or communication purposes as well as discussions. Responses to the ENs will be evaluated in accordance with the evaluation criteria stated herein. Failure to respond to ENs will eliminate the Offeror from further evaluation and consideration for award. No written ENs will be issued for oral presentations.

4.2.2.3 Final Proposal Revisions (FPR). If discussions are held, at the conclusion of discussions, the CO will provide each Offeror an opportunity to submit a FPR. The CO will establish a common cut-off date for receipt of FPRs. FPRs will be evaluated in accordance with the evaluation criteria stated herein.

After receipt of the FPR, the Government intends to make award without obtaining further revisions.

4.2.3 Debriefings. Debriefing information relating to other Offerors proposals will not be disclosed.

4.2.3.1 Post Award. All Offerors (successful and unsuccessful) may request a Post Award debriefing within three (3) calendar days after the date in which the Offeror received notification of contract award. Post award debriefings will be available to interested parties that advance past step 1. In an effort to allow for full feedback, during post award debriefing, the Government will provide strengths, weaknesses, significant weaknesses, and deficiencies. For the purpose of this solicitation the following definitions apply; (a) “strength” is an aspect of an Offerors proposal that has merit or exceeds specified performance or capability requirements in a way that will be advantageous to the Government during contract performance; (b)“weakness” means a flaw in the proposal that increases the risk of unsuccessful contract performance; (c) “significant weaknesses” is a flaw that appreciably increases the risk of unsuccessful contract performance; and (d) “deficiency” is a material failure of the proposal to meet a Government requirement or combination of significant weaknesses in a proposal that increases the risk of unsuccessful contract performance to an unacceptable level.

Offerors who receive a debriefing may submit additional questions related to the information provided during the briefing within two (2) business days after receiving the debriefing. After the two business days expire, the Contracting Officer is not required to respond to any additional questions. The debriefing is concluded when the Contracting Officer delivers written responses to the Offerors timely additional questions.