52.212-1 Instructions To Offerors FIAR.docx

RFP FA7014-17-R-5002 – Attachment 1 RFP FA7014-17-R-5002 – Attachment 1

FA7014-24-R-XXXX

FINANACIAL IMPROVEMENT AUDIT REMEDIATION (FIAR)

ADDENDUM TO 52.212-1 INSTRUCTIONS TO OFFERORS (ITO) – COMMERCIAL ITEMS

52.212-1

1.0 Contract:

This requirement is a competitive full and open acquisition. The Government intends to award Multiple Indefinite Delivery/Indefinite Quantity (IDIQ) contract, with the ability to award Firm Fixed Price task orders with Time & Material Travel and Other Direct Costs.

2.0 General Instructions.

Points of Contact: Table 1 below identifies the only points of contact for this acquisition. All questions or concerns shall be directed to both the Contracting Officer (CO) and Contract Specialist (CS). This acquisition will use Procurement Integrated Enterprise Environment (PIEE) at https://piee.eb.mil for submission of all questions and proposals once the final Request for Proposal (RFP) (solicitation) is released. When final RFP (Solicitation) is issued, questions or proposals submitted via email will not be reviewed. See below Paragraph 2.3 Communications.

Table 1 – Points of Contact

2.0.1. This acquisition will use written submission for proposals.

2.1. Instructions to Offerors (ITO)

2.1.1 The Offeror's 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. Non-conformance 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 Offeror's proposal. Upon release of final RFP (Solicitation) Questions related to the solicitation are due to the POCs by no later than (NLT) 0900AM ET three (3) calendar days after solicitation release via PIEE.

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.

2.2 Submission of Offer.

2.2.1 Electronic Submission

Proposal submission will be completed in one (1) step to ensure an efficient process. The submission date for all Volumes shall be no later than the date and time specified in Block 8 of the SF 1449 of the Solicitation. All proposals received after the exact time specified for receipt shall be treated as late submissions.

2.2.1.1 All volumes of the proposal shall be submitted electronically through the Solicitation Offer Tab in the Solicitation Module of Procurement Integrated Enterprise Environment (PIEE) at https://piee.eb.mil. No other submissions, such as mail, hand-carried, proprietary, or other electronic system (e.g., DOD SAFE) will be evaluated (Exception for system outage. See below). For instructions on how to post an offer, please refer to the Posting Offer demo: https://pieetraining.eb.mil/wbt/sol/Posting_Offer.pdf.

It is the Offeror’s responsibility to confirm receipt of proposals and all electronic communications. Screen shots of the submission should also be taken to validate a submission was accepted in the PIEE system.

Offerors are responsible for ensuring electronic copies are virus-free and shall run an anti-virus scan before submission.

2.2.1.2 Clearly mark all electronic files with the solicitation number. Offerors shall keep the file name as short as possible (i.e., under 40 characters) so that the files are accessible on Government share drives. Files with longer names may become corrupt or inaccessible. Offerors, both prime and subcontractors, shall include their name or abbreviated company name in the file name; and should use names, acronyms and volume numbers that logically correspond with the table in Section 3.1.

The Offeror should provide one electronic file for each volume, containing all information requested within the volume. Offerors should not provide each section/paragraph as separate files.

2.2.1.3 In the event of a PIEE System outage within 24 hours of the proposal due date that prevents the offeror from submitting a timely proposal, the Contractor shall immediately notify the Contracting Officer. This notification shall occur prior to the proposal submission deadline and shall be made in writing. The notification may be in conjunction with verbal notification, but verbal notification alone shall not be sufficient. The Offeror shall obtain written approval from the Contracting Officer to submit the proposal via an alternate method described below. The Contractor shall have 24 hours to provide their proposal upon contracting officer approval. In the event the Contractor does not provide notification to the contracting officer until after the closing date and time, the contracting officer will follow the procedures identified in the Federal Acquisition Regulation (FAR) Provision 52.212-1.

2.2.1.3.1 The following alternate methods may be utilized:

Contractor Proposals Submitted by Carrier: The Offeror shall submit electronic CD-ROM proposals via United States Postal Service or through a commercial carrier with next day delivery using the address provided below.

AFDW/PKS

Attn: Christine M. Dolan/Danielle Sookhai 1500 West Perimeter Road, Suite 5750 Joint Base Andrews, MD 20762 Solicitation Number: FA7014-24-R-XXXX

If authorized to submit by carrier, it is the Offeror’s sole responsibility to ensure delivery is made at the date and time it is due as listed above or it will be considered as a late proposal and will be processed as listed above.

Hand Carried Proposals: Hand carried proposals must be delivered to the address above, attention Christine M. Dolan and/or Danielle Sookhai. If a proposal or amendment is hand carried, the Contractor must have current base access to delivery of the proposal. Without base access, the Contractor may not get beyond the installation security gate to deliver its proposal. Guards are not authorized to accept proposals. Each Volume shall be on a separate CDROM. Delivery time shall be coordinated with the contracting office to ensure availability to sign for the package.

Regardless of which alternate method is used, the Offeror shall package the CD-ROMs in the most efficient manner possible grouping like volumes to the maximum extent possible. Each Volume shall be on a separate CDROM. The package shall include all proposal volumes including the digitally signed document(s) submitted as part of the Cost/Price Volume. The package shall include a packing slip detailing the contents to include the volume number, title, and copy number. Also, the package shall be stamped or marked “Controlled Unclassified Information (CUI)” and “Source Selection Information – See FAR 2.101 and 3.104.”

2.2.2 Late proposals will be processed in accordance with FAR Provision 52.212-1(f) Late Submissions, Modifications, Revisions and Withdrawals of Offers.

2.3 Communications

The Contracting Officer (CO) and the Contract Specialist (CS) are the sole points of contact for this procurement. Offerors may submit questions requesting clarification of solicitation requirements using PIEE via the Solicitation’s Offer Tab. Offerors shall not include any proprietary information in a question, as the Government will provide the question and answer to all potential offerors. All questions submitted in the PIEE interface are to be contained in an MS Excel file format and the document is to be uploaded into the PIEE system. All questions shall be submitted in PIEE within 3 calendar days of the date the Final RFP release (Solicitation) is issued. The Government is under no obligation to try to answer questions received after that date but may answer questions if time permits. Questions submitted by email will not be responded to, but prospective offerors can request confirmation of receipt of questions submitted via the PIEE tool by emailing the Contract Specialist AND Contracting Officer.

Exchanges of source selection information between Government and Offerors will be controlled by the CO and CS.

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.

2.4 Amendments to Solicitation

If this solicitation is amended, all terms and conditions that are not amended remain unchanged. Offerors shall acknowledge receipt of any amendment to this solicitation by the day and time specified in the amendment(s).

2.5 Period of Acceptance of Offers

The Offeror agrees to hold its proposal firm for 225 calendar days from the date specified for receipt of offers.

2.6 Federal Holidays

The following Federal Legal Holidays are observed:

Table 2 – Federal Holidays

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 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 five (5) separate volumes.

3.1.1 Offerors shall prepare proposals as set forth in Table 3 Proposal Organization 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.

Table 3 – Proposal Organization

Subfactor 1: Facility Clearance/DD 254

Subfactor 2: Corporate Experience

Element 1: Technical Approach

IDIQ

Task Order 001

Element 2: Transition Plan

Element 3: Staffing Plan; Recruiting & Retention

IDIQ

Task Order 001

Element 4: Small Business Commitment Document (SBCD)

N/A

Element 5: Small Business Subcontracting Plan

N/A

Model Contract Representations & Certifications

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. 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. Proposals shall be electronic and formatted for printing as follows: 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 2016, MS Excel 2016, or MS-Power Point 2016, or Portable Document Format (PDF), as applicable.

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

3.2.4 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 can be assumed to have been omitted from the proposal.

3.2.5 Indexing: Each volume shall contain a detailed Table of Contents to delineate the subparagraphs within that volume.

3.2.6 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 3.2.1, glossaries do not count against the page limitations for their respective volumes.

3.2.7 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 Volume 1 – Step One (1) Factor 1: Gates

4.1.1 Subfactor 1 - Facility Clearance (FCL)

Due to the clearance requirements, all prospective Prime Offerors shall possess a TOP SECRET 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 4.1.2. Offerors shall have an approved facility clearance no later than the due date shown in Table 1.

4.1.2 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 x).

4.1.3 Subfactor 2 - Corporate Experience

4.1.3.1 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 task orders. 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.

4.1.3.2 The Prime Offeror shall provide recent efforts (past three (3) years from the date of issuance of this solicitation) to demonstrate experience regarding 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 5 below and application within a complex, global-scale organization. Enough efforts should be presented to address each of the four subject areas based on the minimums and maximums in Table 5 below.

4.1.3.3 Corporate experience definition: Corporate experience successfully performing beginning-to-end support as it relates to audit remediation, sustainment, and financial statements reporting and analysis 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 audit 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/.

4.1.3.4 For the purpose of this requirement, the term “highly complex, undefined, and unstructured problems” means the problems faced 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.

4.1.3.5 Efforts submitted should be specific about the Offerors corporate experience in meeting the Government’s requirements as outlined in the Definitions at paragraph 4.1.3.3. 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 this effort. The Offeror shall explain how the submitted efforts provided in the proposal meet the requirements in Table 4. All submitted efforts shall provide a point of contact for validation of performance and quality of performance.

4.1.3.6 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.

4.1.3.7 For Corporate Experience subject areas one (1) – three (3) identified below in Table 4, 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 audit remediation efforts now.

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

4.1.3.9 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 4 – Corporate Experience Requirements

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

4.2 Volume 2 – Step 2 - Factor 1: Technical Proposal

The Technical proposal should be specific and complete. Legibility, clarity, and coherence are very important. The Offerors responses will be evaluated against the Technical Proposal Element 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.

4.2.1 Element 1: Technical Approach

The Offeror shall provide all information and data required to conduct a thorough and complete technical evaluation. PWS Tasks for both the IDIQ and Task Order (TO) 001: (Title of T.O. 001 will be inserted here)

Response should include the following information and follow this outline:

a. Team - Identify the contractor team members that need to participate in the effort; and if applicable, describe the roles and responsibilities of any subcontractors, and/or joint venture team members required to perform the work.

b. Technical Approach - Provide a detailed description of the technical approach, scope, and magnitude of FIAR, for overall IDIQ FIARs and TO 001. including a step-by-step procedure and methodology which would be used in accomplishing the task. Provide a detailed description based on the provided AF FIAR Roadmap of how you would achieve TO 001.

c. Performance Risk Analysis - Identify contingent events inherent to the nature of the effort that could, if they were to occur, endanger satisfactory performance. Focus on critical events that are realistically likely to occur and that would pose serious problems (do not try to identify every event that could cause some minor difficulty).

d. Work Breakdown Structure/Integrated Master Schedule – Using the AF FIAR Roadmap, provide a detailed schedule of events and briefly describe each activity with its inputs and outputs and the interrelationships and interdependencies among the activities. Models & Tools - Identify the models and/or other tools that would be utilized to perform the ID/IQ and TO 001.

e. Identify process to track progress towards completion of task.

f. Reports/Deliverable - Provide a list of recommended reports(s) to document the task, if relevant to achieving audit roadmap innovation creativity.

g. Level of Effort – At the task order TO 001 level, provide an outline of hours by labor category required to complete the task.

4.2.2 Element 2: Transition Phase-In Plan

This subfactor demonstrates the offeror’s plans to transition for the beginning of the contract. Offerors shall provide a Transition Phase-In Plan that demonstrates the offeror’s ability to perform a seamless transition in assuming responsibility for the PWS requirements no longer than 45 calendar days after award date. For the ID/IQ and TO 001.

a. Supporting the incoming Contractor during a forty-five (45) calendar day transition period of the current FIAR contract, FA7014-18-D-5000.

b. Passing all programs, information, data, etc. from the incumbent Contractor to the incoming Contractor on TO 001 so that there is no break in customer support.

c. Providing all folders detailing the routine duties performed, status of current projects, and a point of contact list for both routine duties and project coordination for each contract position to the incoming Contractor.

The Transition Phase-In Plan should take into consideration the following elements as well as any additional elements deemed necessary by the Offeror:

a. Work Turnover

b. Quality Assurance

c. Training

d. Risk Mitigation strategies

e. Security Requirement to include OPSEC, facility clearances, and base access

f. Data Transfer

4.2.3 Element 3: Staffing Plan & Recruiting and Retention (ID/IQ & TO 001) 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 AF FIAR task areas and tie industry best practices to execute or implement a strategic plan at the ID/IQ level. Offerors shall explain how it will ensure the staff shall be able to identify the problems the Air Force faces in relations to the ROADMAP, recognize and identify potential stakeholders, intertwine staff expertise with the AF FIAR task areas. Offerors shall provide its turnover rates for professional services and demonstrate its plan to minimize. Maintaining a turnover rate at or below 20%. 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.

AF FIAR task areas: From PWS listing of Tasks (1) Risk Management and Internal Controls (RMIC)/A-123 Programs, (2) Corrective Actions & Integrated Master Schedules (IMSs), (3) Audit Liaison Support, (4) FIAR Financial Reporting and Analysis, (5) FIAR IT Systems/Integration, (6) Asset Value & Sustainment, (7) Universe of Transitions (UoT), (8) Data Analytics/Robotics Process Automation , (9) Change Management/Strategic Communication, (10) Formal Classroom Training.

4.2.4 Element 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.

4.2.4.1 Offerors shall propose an annual minimum quantitative requirement (MQR) percentage for small businesses concerns and non-traditional small business (NTSB) using Table 6 and explain how they intend to meet the proposed MQR percentages for the overall IDIQ.

Table 6 - MQR Proposal

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

4.2.4.2 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.)

4.2.4.2.1 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.

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

4.2.4.4 Using Table 7, 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 7 - SBCD Companies

541219

4.2.4.5 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.

4.3 Element 5: Small Business Subcontracting Plan

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, address the minimum goal percentages of 25% for Small Business concerns. In Table 8 below Primer Offerors shall address all goal percentages included in their Small Business Subcontracting Plan for the specific socio-economic small business concerns.

Table 8 – Small Business Subcontracting Goals

Small Disadvantaged Business (SDB)

Service-Disabled Veteran Owned Small Business (SDVOSB)

Women Owned Small Business (WOSB)

Historically Underutilized Business Zone Small Business (HUBZone)

4.4 Volume 3 – Factor 2: Past Performance

Past Performance Information (PPI) provided shall indicate the offeror’s ability to successfully perform based on the offeror’s demonstrated recent, relevant, and quality of the record of performance in supplying the services that meet the task order requirements. Offeror should consider subcontractor past performance submission if its proposal includes subcontracting efforts expected to exceed 20% of the total amount paid by the Government for performance on FIAR. At least one of the contract actions (to include a minimum of 2 contract points of contact) shall be for the Prime offeror for each PPI category. The offeror shall coordinate with the provided points of contact to complete a Past Performance Questionnaire (PPQ) for submission. If PPI is submitted for a contract action where an offeror was the subcontractor, the offeror shall clearly identify the applicable portion of the contract requirements that they performed as the subcontractor.

A contract action may be an individual contract, task order, and/or BPA call. If a submission is for participation on an Indefinite Delivery Indefinite Quantity (IDIQ) contract, offerors shall submit each task order as a single contract action for the purposes of meeting the maximum number of contract actions. Offerors may submit multiple task orders in performance of the same IDIQ.

4.4.1 Recent and Relevant Contracts. All contract actions used for PPI must have at least six (6) months of continuous active contract performance within the last three (3) years from the date of issuance of this solicitation. Offerors’ proposals shall provide examples of past performance that indicate a high expectation that the offeror will successfully perform the required effort.

Offerors shall provide PPI for the Government to evaluate relevancy, in accordance with Evaluation Criteria paragraphs 3.3. The Offeror shall indicate which Subject/Task Area the contract action is referencing.

4.4.2 Task Areas: Offerors shall submit a maximum of five (5) contract actions which demonstrate relevancy of past performance. A minimum of two (2) points of contact shall be included for each contract action submission. Offerors shall provide PPI which addresses as many of the following Task Areas as possible:

4.4.3 Offerors shall furnish the following information for each contract submitted:

a. Relevancy Category (Subject Areas)

b. Company/Division name

c. Description of service and a detailed explanation of relevance to this requirement

d. Contracting Agency/Customer point of contact having knowledge of contract performance

e. Contract Number /Task Order Number (if applicable)

f. Contract Type and Dollar Value (per year cost and life cycle cost)

g. Designation as prime or subcontractor

h. List of significant subcontractors

i. Period of Performance

j. Completion Date

k. Verified, up-to-date name, address, & telephone number of the Contracting Officer

l. Comments regarding compliance with contract terms and conditions

m. Comments regarding any known performance deemed unacceptable to the customer, or not in accordance with the contract terms and conditions.

n. Questionnaire log including the name, address, telephone number and e-mail address for each point of contact to whom the Past Performance Questionnaire was sent for completion

4.4.4 Past Performance Information Sheet and Point of Contact Listing.

Offerors shall send out the Past Performance Information Sheet (Attachment 3) to each of the contract action points of contact identified in the Past Performance Volume. The responsibility to send out the Past Performance Information Sheet rests solely with the offeror. The offeror should make its best effort to send out enough Past Performance Information Sheets to reasonably expect the CO will receive questionnaires. Offerors shall not complete any information in the Past Performance Information Sheet; questionnaires received directly from offerors will not be evaluated. The information contained in completed questionnaires will be considered sensitive and will not be released to the offeror. The Government reserves the right to contact the points of contact provided by the offeror and any other references generated by the Government to discuss the offeror’s past performance.

The Government reserves the right to obtain information relative to present and past performance on its own, in addition to information provided by the offeror. The quality of an offeror’s past performance may be reviewed and evaluated using systems such as the Contract Performance Assessment Reporting System (CPARS), SAM.gov, Electronic Subcontract Reporting System (eSRS), or other databases known to the Government. Interviews may be conducted with Program Managers, Contracting Officers, Fee Determining Officials, Defense Contract Management Agency or other sources known to the Government. PPQ points of contact will return completed questionnaires via email directly to the CO and CS listed below.

Ms. Christine M. Dolan Contracting Officer

AFDW/PKS

Email: christine.dolan@us.af.mil

Ms. Daniella Sookhai Contract Specialist

AFDW/PKS

Email: Daniella.sookhai.1@us.af.mil

4.4.5 Point of Contact Listing. Provide at least two (2) points of contact (POC) with emails and phone numbers for each contract action provided as part of the Past Performance Volume. The provided points of contacts shall be sent the Past Performance Information Sheets for completion/submission. The offeror is solely responsible for the accuracy of the contact information provided. The Government reserves the right to contact the points of contact provided by the offeror and any other references generated by the Government to discuss the offeror’s present and past performance. If two (2) POCs cannot be provided per contract action, the offeror needs to provide the rationale in that contract action submission.

4.4.6 Subcontractor Consent Letter. Past performance information pertaining to a subcontractor or teaming partner cannot be disclosed to the prime offeror without the subcontractor’s or teaming partner’s consent. Should the offeror’s past performance submission include subcontractor or teaming partner past performance, it is strongly advised that the proposal include a letter from said subcontractors or teaming partners consenting to the release of their past performance information to the prime contractor.

4.5 Volume 4 – Factor 3: IDIQ Pricing

This Volume shall contain the Contract Compliance information specified below as follows:

4.5.1 Offeror Summary Table: The Offeror shall complete the Table 9 below. The Offeror shall include all subcontractors and joint venture team members who will be involved with the performance of the contract and list all sites where the work will be performed. If a joint venture teaming or subcontracting arrangement is proposed, identify the work share, distribution elements, and ratios that each contractor will perform using the table below. Also provide a definition of the legal relationship between the entities if it is other than a Prime/subcontractor relationship.

Table 9 – Offeror Summary Contractor Name (Indicate Prime, JV Team Member, or Sub)

4.5.2 Signed SF1449 for basic solicitation and acknowledgment of each amendment, including completion of any RFP clause or provision that requires a fill-in or response.

4.5.3 Signed Representations, Certifications, and Acknowledgements and/or System for Award Management (SAM).

4.5.4 Guarantee the length of proposal validity for at least 225 days after proposal submission.

4.5.5 This Volume shall also contain a copy of Section B with the Contract Line Item (CLIN) and Sub-CLIN Unit Prices and, for evaluation purposes, the Total Prices filled in using the estimated quantities value in the solicitation and the instructions below. Section B prices shall be provided separately in one digital data copy in MS Office 2010 Excel format on CD-ROM media. Within all Excel spreadsheets, the Offeror shall use formulas and functions to the maximum extent possible and avoid using output type “value only” cells. If links are utilized, supply those referenced files. Spreadsheets shall not be protected.

4.5.6 All price/cost and price/cost supporting information shall be contained in Section B and the price/cost proposal. No price or pricing information shall be included in any other technical volume including cover letters. Offerors are responsible for submitting sufficient information to enable the Government to fully evaluate their price/cost proposal.

4.5.7 Ground Rules and Assumptions:

a. As this is a competitive acquisition with adequate price competition anticipated, certified cost or pricing data in accordance with FAR 15.403-1 is not required. However, in the event that adequate price competition does not exist after receipt of proposals, the Government reserves the right to request additional cost or pricing data as necessary from both the Offeror and subcontractors.

b. The Offeror shall provide sufficient information to support its price/cost as well as an explanation of all ground rules and assumptions that affect the price/cost estimates.

c. If subcontractors are proposed, they shall provide the same information required for the prime contractor, unless otherwise noted in the Price/Cost Information section below.

5.0 General Information:

5.1 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.

5.2 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.

5.2.1 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.

5.2.2 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.

5.2.2.3 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.

5.2.3 Debriefings

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

5.2.3.1 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. In an effort to allow for full feedback, during post award debriefing, the Government will provide strengths, weaknesses, significant weaknesses, and deficiencies. 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.