FA810610R0013_Attachment_3_ITO_22Sep10.docx

31 Aug 10

RFP ATTACHMENT 3 - INSTRUCTIONS TO OFFERORS (ITO)

SOURCE SELECTION INFORMATION – SEE FAR 3.104

FOR OFFICIAL USE ONLY

ADDENDUM TO 52.212-1

INSTRUCTIONS, CONDITIONS, AND NOTICES TO RESPONDENTS FOR PROPOSAL PREPARATION USING PERFORMANCE PRICE TRADEOFF (PPT) PROCEDURES

1.0 Program Structure and Objective

(a) The Government plans to award a single contract for the E-9 Contractor Logistics Support (CLS). CLS will primarily include all design, maintenance, installation and test of modifications, engineering services, organizational and depot level maintenance and repaint, supply support, engineering/technical data, transportation of parts and components (SE) and launch and recovery of the E-9 aircraft. E-9 Weapon system includes aircraft and mission systems. Contractor Operated & Maintained Base Supply (COMBS) support includes parts and material supply, replenishment, and replacement as well as off-aircraft repair, maintenance, and overhaul of aircraft components, engines, and landing gear. Support equipment maintenance is also included. Also included is the capability to provide depot-level repair and modification kit procurement and installation services as needed.

(b) Award will be made on the basis of “best value” utilizing PERFORMANCE PRICE TRADEOFF (PPT) source selection procedures. Award will be made to the contractor that provides the “best value” to the Government over the entire period of performance: The E-9 CLS acquisition basic period is 6 ½-months which includes a 75-day transition period and a 4-month base period, 4 12-month option periods, and 1 8-month option period.

1.1. Budget/Funding Information

Funding will be obligated for the Contract Line Item Numbers (CLIN) for the transition.

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 Performance Work Statement (PWS) and appendices. Non-conformance with the instructions provided in the ITO may result in an unfavorable proposal evaluation or exclusion from the competition.

(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 that the Government has no prior knowledge of their facilities and experience, and will base its evaluation on the information presented in the Offeror’s proposal.

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

(d) The proposal acceptance period is specified in the model contract/solicitation. The Offeror shall make a clear statement in Volume V of the proposal documentation that the proposal is valid until this date.

(e) In accordance with 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 the model contract/solicitation.

2.1.2. Debriefings

The CO will promptly notify Offerors of any decision to exclude them from the competitive range at any point during the evaluation, whereupon they may request and receive a debriefing in accordance with FAR 15.505. 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 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. The Offeror is reminded that the Government reserves the right to award this effort based on the initial proposal, as received, without discussions.

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 utilized.

2.1.6. Amendments to Solicitation

If this RFP is amended, all terms and conditions that are not amended remain unchanged and in full force and effect. Offerors shall acknowledge receipt of any amendment and provide confirmation upon submission of the Offeror’s proposal. Any unacknowledged amendments in the Offeror’s proposal are subject to solicitation provision FAR 52.212-1(f).

2.1.7. Submission, Modification, Revision, and Withdrawal of Proposals Proposals and modifications to proposals shall be submitted in sealed envelopes or packages, in paper and electronic media, addressed to the CO at the address shown in the model contract/solicitation, and 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. The title page of each volume must show solicitation number, name, address, and telephone and facsimile numbers of the Offeror and electronic e-mail address if available.

2.2.2. A Team List of the Offeror’s primary Point of Contacts shall be submitted in each volume using the format shown in Attachment 2 of the ITO.

2.2.3. The Offeror shall prepare the proposal as set forth in the Proposal Organization Table (Table 2.2 below). The titles and contents of the volumes shall be as defined in this table, all of which shall be within the required page limits and with the number of copies as specified in Table 2.2. The attachments identified in the table shall be separately bound in three-ring, loose-leaf binders, as necessary. The contents of each proposal volume are described in the ITO paragraph as noted in the table below.

Table 2.2. Proposal Organization

Paragraph Number

Copies/ Disk Copies Page Limit

Unlimited

Unlimited

Unlimited

Unlimited

4.2.1 4.2.3 4.2.4 4.2.5 4.2.6 Technical Contract Transition (Subfactor 1) Zonal Maintenance (Subfactor 2) Mission Systems Logistics Support (Subfactor 3) Supply Support (Subfactor 4)

31 Aug 10

RFP ATTACHMENT 3 - INSTRUCTIONS TO OFFERORS (ITO)

Paragraph Number

Copies/ Disk Copies Page Limit

Unlimited

Unlimited

Unlimited

Unlimited

Unlimited

Tab Only

Max 5 pages per contract

Unlimited

Unlimited

Unlimited

Unlimited

Unlimited

Unlimited

22 Sep 10 Revision 1

RFP ATTACHMENT 3 - INSTRUCTIONS TO OFFERORS (ITO)

Paragraph Number

Copies/ Disk Copies Page Limit

Unlimited

Unlimited

Unlimited

Unlimited

N/A

N/A

Unlimited

Unlimited

Request each PPIS not exceed a target of 8 pages, although more or less may be submitted if necessary and relevant to the E-9 effort. Request each offeror submit between 6 and 10 PPIS forms for the prime Contractor and between 4 and 7 for each significant subcontractor/teaming partner. The target of 8 pages for PPIS does not include the allowable 5 pages for ITO Paragraph Number 5.3.1, Relevant Contract Narrative.

NOTE: The requested number of PPIS forms for the prime and subcontractors are preferences, and not requirements. Offerors who submit less than the preferred number of PPIS forms are not automatically assigned an “Unknown Confidence” rating. Fewer numbers may be acceptable if the government determines there is sufficient information to determine a confidence rating. Please only submit information on subcontractors and teaming partners performing key or critical portions of the E-9 effort. There is no limit on the number of PPIS forms allowed per team; however, offerors are requested to limit responses to those efforts necessary for evaluation and relevant to the E-9 effort.

2.2.4. Page Limitations

Page limitations shall be treated as maximums. If exceeded, the excess pages will not be read or considered in the evaluation of the proposal and (for paper copies) will be returned to the Offeror as soon as practicable. Page limitations may also be placed on responses to Evaluation Notices (ENs). The specified page limits for EN responses will be identified in the letters forwarding the ENs to the offerors. Each page shall be counted except the following: blank pages, title pages, tables of contents, tabs, indexes, glossaries, and those noted in the Proposed Organization Chart as unlimited. Page limits apply to both electronic and hard copies.

2.2.5. Cost or Pricing Information

All cost or pricing information shall be addressed ONLY in the Cost/Price Proposal and Contract Documentation volumes. Cost tradeoff information, work hour estimates and material kinds and quantities may be used in other volumes only as appropriate for presenting rationale for alternatives or design and tradeoff decisions.

2.2.6. Cross Referencing

Each volume shall be written on a stand-alone basis so that its contents may be evaluated without cross-referencing to other volumes of the proposal. Information required for proposal evaluation, which is not found in its designated volume, will be assumed to have been omitted from the proposal. Cross-referencing within a proposal volume is permitted when its use would conserve space without impairing clarity.

2.2.7. Indexing

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

2.2.8. Include an indexed list of Tables and Figures.

2.2.9. Glossary of Abbreviations and Acronyms

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

2.3. Page Size and Format

(a) A page is defined as each face of a sheet of paper containing information. When both sides of a sheet display printed material, it shall be counted as two pages. Page size shall be 8.5 x 11 inches, not including foldouts. Page line spacing shall be 1.5 lines, single column. Except for the reproduced sections of the solicitation document, the text size shall be no less than Arial 12 points. Tracking, kerning, and leading values shall not be changed from the default values of the word processing or page layout software. Use at least 1 inch margins on the top and bottom and 3/4 inch side margins. Pages shall be numbered sequentially by volume. These page format restrictions shall apply to responses to Evaluation Notice (ENs). These limitations shall apply to both electronic and hard copy proposals.

(b) 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. Foldout pages shall fold entirely within the volume, and count as a single page. Foldout pages may only be used for large tables, charts, graphs, diagrams and schematics; not for pages of text. 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 Arial 8-pt. These limitations shall apply to both electronic and hard copy 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 both electronic and hard copy proposals.

2.4. Binding and Labeling

Each volume of the proposal should be separately bound in a three-ring loose-leaf binder, which shall permit the volume to lie flat when open. Staples shall not be used. A cover sheet should be bound in each book, clearly marked as to volume number, title, copy number, solicitation identification and the Offeror’s name. The same identifying data should be placed on the spine of each binder. All unclassified document binders shall have a color other than red or other applicable security designation colors. Be sure to apply all appropriate markings including those prescribed in accordance with FAR 52.215-1(e), Restriction on Disclosure and Use of Data, and 3.104-4, Disclosure, Protection, and Marking of Contractor Bid or Proposal Information and Source Selection Information.

2.5. Electronic Offers

The content and page size of electronic copies must be identical to the hard copies. When discrepancies exist between the written offers and those provided in electronic format, the written offer will take precedence in all cases. For electronic copies, indicate on each Compact Disc Read Only Memory (CD-ROM) the volume number and title. Use separate files to permit rapid location of all portions, including subfactor required plans, exhibits, appendices, and attachments, if any. The Offeror shall submit volumes I through V in electronic format. Each volume shall be submitted on a separate CD. If files are compressed, the necessary decompression program must be included. The electronic copies of the proposal shall be submitted in a format readable by Microsoft (MS) Word 2007, MS Excel 2007, MS-Project 2007, and MS-Power Point 2007, or Microsoft Office XP as applicable.

2.6. Distribution

The "original" proposal shall be clearly identified. Proposals shall be addressed to the Contracting Officer and mailed to:

DEPARTMENT OF THE AIR FORCE

OC-ALC/GKSKA ATTN: Teresa DeLand 3001 Staff Dr, STE 1AD2 103C Tinker AFB OK 73145-3020 Telephone: 405-734-8373 Fax: 405-739-5451 teresa.deland@tinker.af.mil

3. Volume I Executive Summary In the executive summary volume, the Offeror shall provide the following information:

3.1. Narrative Summary

A concise narrative summary of the entire proposal excluding cost/price. The salient features should tie in with the evaluation factors/subfactors. Any summary material presented here shall not be considered as meeting the requirements for any portions of other volumes of the proposal.

3.2. Table of Contents

A master table of contents of the entire proposal.

4. Volume II – Technical Volume

4.1. General

The Technical Volume should be specific and complete. Legibility, clarity and coherence are very important. Your responses will be evaluated against the Technical subfactors defined in Addendum to FAR 52.212-2. Using the instructions provided below, provide as specifically as possible the actual methodology you would use for accomplishing/satisfying these subfactors. All the requirements specified in the solicitation are mandatory. By your proposal submission, you are representing that your firm will perform all the requirements specified in the solicitation. It is 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.

4.2. Format and Specific Content

4.2.1. Technical

In the Technical Volume, address your proposed approach to meeting the requirements of each Technical subfactor.

4.2.2. Volume Organization

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

(1) Team List Attach 2.0

(2) Table of Contents

(3) List of Table and Drawings

(4) Glossary

(5) Subfactor One – Contract Transition

(6) Subfactor Two – Maintenance

(7) Subfactor Three –Mission Systems Logistics Support

(8) Subfactor Four – Supply Support

4.2.3. Subfactor One: Contract Transition

The Offeror shall provide an approach for Contract Transition for the E-9 CLS program. As a minimum, the approach shall provide the following essential components:

(a) Written plan to manage and accomplish contract transition and phase in to include: hiring and training personnel, completing all workforce requirements, implementing a supply management system, establishing sub-contracts and OEM agreements, establishing subscription services, assuming in-progress maintenance, and provisioning any contractor furnished spares/equipment. Include a critical path analysis of transition milestones and an organization chart demonstrating a single point of contact and identifying key positions. (PWS: 4.14)

(b) Letter(s) of Intent from the airframe and engine OEMs (Bombardier, Pratt and Whitney) verifying each will enter into a formal agreement with Offeror to provide engineering support and technical data for the airframe, engine, and mission systems necessary to maintain the E-9. (PWS: 4.2)

4.2.4. Subfactor Two: Zonal Maintenance

The Offeror shall provide an approach for accomplishing Zonal Maintenance for the E-9 CLS program. As a minimum, the Offeror shall include a written maintenance plan that details approach to forecast, schedule, and accomplish all aircraft scheduled inspections and maintenance during PWS allowed timeframes without exceeding original equipment manufacturer (OEM) required inspection intervals. (PWS: 1.2, 1.4.1.2)

4.2.5. Subfactor Three: Mission Systems Logistic Support

The Offeror shall provide an approach for Mission Systems Logistics Support for the E-9 CLS program. As a minimum, the approach shall provide the following essential components:

(a) Written verification of the proposed mission system maintainer’s qualifications and experience and written verification from the candidate stating intentions to work for the Offeror if awarded the E-9 contract. (PWS: 4.1.3)

(b) Letter(s) of Intent from the TMRS and SSR hardware and software OEMs verifying each will enter into a formal agreement with Offeror to provide data and technical support necessary to maintain the mission systems. (PWS: 4.2)

· Telemetry Relay System Hardware – Communications & Power Industries (CPI)

· Telemetry Relay System Software – Creative Digital Systems (CDS)

· Telemetry Operator’s Console (TOC) Software – Orbital Network Engineering (ONE)

· Sea Surveillance Hardware and Software - Telephonics

(c) Written plan to accomplish organizational, intermediate, and depot level mission system maintenance in accordance with the mission system maintenance concept. (PWS: 1.2, 1.6)

(d) Written plan to maintain and document configuration control of mission systems. (PWS: 1.13, 4.15.1)

4.2.6. Subfactor Four: Supply Support

The Offeror shall provide an approach for Supply Support for the E-9 CLS program. As a minimum, the approach shall provide the following essential components:

(a) Written plan to manage parts obsolescence and Diminishing Manufacturing Sources and Material Shortage (DMSMS) for the E-9 aircraft and mission equipment. (PWS: 1.16.7)

(b) Written plan to manage Government Furnished Property/Equipment (GFP/GFE) and supplement with contractor furnished equipment if necessary. (PWS: 1.16, 1.16.3)

(c) Written plan to maintain calibration of Government and Contractor furnished support equipment. (PWS: 1.7)

5.0 Volume III – Past Performance

5.1. General

Each Offeror shall submit a past performance volume with its proposal, containing past performance information in accordance with the format contained in Attachment 1.1. This information is required on the Offeror and all subcontractors, teaming partners, and/or joint venture partners proposed to perform the work outlined in the solicitation. Offerors are cautioned that the government will use data provided by each Offeror in this volume and data obtained from other sources in the evaluation of past performance.

5.1.1.

The Offeror shall submit, along with the information required in this paragraph, a consent letter (Attachment 1.4), executed by each subcontractor, teaming partner, and/or joint venture partner, authorizing release of adverse past performance information to the Offeror so the Offeror can respond to such information. For each identified effort for a commercial customer, the Offeror shall also submit a client authorization letter (Attachment 1.5), authorizing release to the government of requested information on the Offeror’s performance.

5.2. Early Proposal Information

Each Offeror is requested to submit Volume III Past Performance for each relevant contract fifteen (15) calendar days prior to the solicitation closing date. Failure to submit early proposal information will not result in offeror disqualification.

As soon as practicable, offerors shall complete Section 1 of the attached Past Performance Questionnaire (Attachment 1.2) and e-mail it and the Performance Questionnaire Letter (Attachment 1.3) to all points of contacts (POCs) the Offeror has listed in the Past Performance Information Sheets (Attachment 1.1). The POCs will complete the questionnaires and forward them by FAX, or e-mail directly to the Performance Confidence Assessment Group (PCAG). FAX copies to (405) 736-8731 (ATTN: Teresa DeLand). E-mail copies to teresa deland@tinker.af.mil RESPONDENTS TO THE QUESTIONNAIRES SHALL NOT SEND THE COMPLETED INFORMATION SHEETS BACK TO THE OFFEROR. Offerors shall not follow-up with respondents to ensure they have completed the questionnaires. The PCAG will conduct such follow-up with any POC as necessary. Completed questionnaires provided by the offeror will not be considered or evaluated.

5.3. Relevant Contracts

Submit information in accordance with Attachment 1.1. Include past performance information on 6 to 10 recent contracts you consider most relevant in demonstrating your ability to perform the proposed effort. Also include information on 4 to 7 recent contracts performed by each of your teaming partners and significant subcontractors you consider most relevant in demonstrating their ability to perform the proposed effort. Please only submit information on subcontractors and teaming partners performing key or critical portions of the E-9 effort. There is no limit on the number of PPIS forms allowed per team; however, offerors are requested to limit responses to those efforts necessary for evaluation and relevant to the E-9 effort. Offeror shall include rationale supporting the assertion of relevance. For a description of the characteristics or aspects the government will consider in determining recency and relevancy, see Addendum to 52.212-2.

**NOTE: Justification is required if providing less than the minim number of contracts requested.

5.3.1. Specific Content

Offerors shall provide a narrative explaining what aspects of the contracts are deemed relevant to the proposed effort, and to what aspects of the proposed effort they relate. This may include a discussion of efforts accomplished by the Offeror to resolve problems encountered on prior contracts as well as past efforts to identify and manage program risk. Merely having problems does not automatically equate to a limited or no confidence rating, since the problems encountered may have been on a more complex program, or an Offeror may have subsequently demonstrated the ability to overcome the problems encountered. The Offeror shall clearly demonstrate management actions employed in overcoming problems and the effects of those actions, in terms of improvements achieved or problems rectified. This may allow the Offeror to be considered a higher confidence candidate. For example, submittal of quality performance indicators or other management indicators that clearly support that an Offeror has overcome past problems is required. Categorize the relevance information into the specific Technical subfactors and Cost /Price Assessment used to evaluate the proposal.

5.3.2. Organizational Structure Change History

Many companies have acquired, been acquired by, or otherwise merged with other companies and/or reorganized their divisions, business groups, subsidiary companies, etc. In many cases, these changes have taken place during the time of performance of relevant past efforts or between the conclusion of recent past efforts and this source selection. As a result, it is sometimes difficult to determine what past performance is relevant to this acquisition. To facilitate this relevancy determination, Offeror’s shall include a "roadmap" describing any/all such changes in the Offeror’s organization. A pamphlet or other commercial document describing such reorganizations may suffice. As part of this explanation, show how these changes impact the relevance of any efforts you identify for past performance evaluation/performance confidence assessment. Since the government intends to consider past performance information provided by other sources as well as that provided by the Offeror(s), the "roadmap" should be both specifically applicable to the efforts identified, yet general enough to apply to efforts on which the government receives information from other sources.

6. Volume IV – Cost/Price Volume In the price volume, the offeror shall provide the following information in addition to the pricing matrix in Attachment One (1) of the solicitation. These instructions are to assist you in submitting information required to evaluate the reasonableness of your proposed cost/price. Compliance with these instructions is mandatory and failure to comply may result in rejection of your proposal.

6.1 General Instructions

Information beyond that required by this instruction shall not be submitted, unless you consider it essential to document or support your cost/price position. All information relating to the proposed price including all required supporting documentation must be included in the section of the proposal designated as the Cost/Price Volume. Under no circumstances shall this information and documentation be included elsewhere in the proposal.

6.1.1 Cost/Price Reasonableness

This section is to assist you in submitting information other than cost or pricing data that is required to evaluate the reasonableness of your proposed cost/price. Compliance with these requirements is mandatory and failure to comply may result in rejection of your proposal. Note that unreasonably low or high proposed costs or prices, initially or subsequently, may be grounds for eliminating a proposal from competition either on the basis that the offeror does not understand the requirement. Additionally, unbalanced pricing poses an unacceptable risk to the Government and may be a reason to reject an offeror’s proposal. Offers should be sufficiently detailed to demonstrate their reasonableness. The burden of proof for credibility of proposed costs/prices rests with the offeror.

6.1.2 Estimating Techniques and Methods

When responding to the Cost/Price Volume requirements in the solicitation, the offeror and associated subcontractors may use any generally accepted estimating technique, including contemporary estimating methods to develop their estimates.

6.1.3 Cost or Pricing Information Requirements

In accordance with FAR 15.403-3-1(b), prices based on adequate price competition do not require submission of cost or pricing data. In accordance with FAR 15.403-1(b) and 15.403-3(a), however, information other than cost or pricing data may be required to support price reasonableness. FAR 15.403-3(a)(1) provides for obtaining other than cost or pricing data if needed to determine price reasonableness. FAR 15.404-1(d)(3) provides for obtaining other than cost/pricing data on FFP competitive contracts when requirements may not be fully understood by competing Offerors. Therefore, the FAR does not preclude the requirement for obtaining other than cost or pricing data under certain circumstances and the government reserves the right to obtain data as appropriate. Should the PCO determine proposed prices to appear unreasonable or the possibility that an Offeror does not fully understand the requirement, the Offerors may be required to support price reasonableness via other than cost or pricing data.

6.1.4 Rounding

All dollar amounts except line items X010AA through X010AD shall be rounded to the nearest dollar. Line items X010AA and X010AD (the loaded labor rate) shall be rounded to the nearest penny. The material and subcontractor mark-up factors in line items X010AB and X010AC shall be rounded to four post-decimal places.

6.2 Volume Organization

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

SECTION 1 Table of Contents; summary descriptions of estimating, purchasing, and accounting systems; changes to estimating, accounting practices, or Cost Accounting Standards (CAS) Disclosure Statement.

SECTION 2 Cost or pricing information and supporting data, to include estimating methodology.

SECTION 3 List any ground rules and assumptions used in preparing your proposal. Include complete rationale for stated ground rules and assumptions.

6.2.1 Price Model

The contractor shall provide an electronic copy of their price model demonstrating development of total evaluated price.

6.2.2 O&A Rate Support

Line item X010AA includes five categories of labor for post-award pricing of Over and Above effort as appropriate. Each category is further sub-divided into straight-time rates and overtime rates. Offerors shall list prime-offeror job descriptions which equate to these categories. The material/subcontract cost markup factor shall represent all indirect costs plus fee associated with obtaining direct material and/or subcontract costs. Proposed rates shall be fully loaded; that is to include all indirect expenses and profit.

The Contractor shall perform all Over and Above tasks as directed by the PCO/ACO in writing IAW contract clause DFARS 252-217-7028, Over and Above Work, Over and Above Procedures and 5352.291-9000, Additional Over and Above Work Procedures. The Contractor shall submit invoices at the completion of each scheduled event. The Contractor shall provide fixed hourly rates in Attachment 1, Pricing Matrix, which will be used for direct labor.

6.2.3 Services Contract Act (SCA)

31 Aug 10

RFP ATTACHMENT 3 - INSTRUCTIONS TO OFFERORS (ITO)

It is the responsibility of the Offeror and the subsequent contract awardee to comply with the SCA. In this section of the Cost/Price Volume, a table shall be provided conforming (linking) the Offeror’s proposed job categories/skill levels considered subject to the SCA with the job categories/skill levels of the Wage Determination (WD). This cross-reference provides a tie between the labor categories/skill levels proposed and the labor categories/skill levels listed in the SCA WD.

6.2.4 Government Field Support Agencies

Identify the cognizant Defense Contract Audit Agency (DCAA) and Defense Contract Management Agency (DCMA) office responsible for administration of the Offeror’s government contracts.

6.2.5 Other

Other documentation considered by Offerors to be essential for support of proposed prices shall be presented in this section. Pursuant to paragraph 6.1.1 above, Offerors are requested to address any proposed prices which reflect a business decision to offer prices at or below cost.

6.3 Estimating Methodology

6.3.1 Estimating System

Provide a summary description of your standard estimating system or methods. Also, identify any deviations from your standard estimating procedures in preparing this proposal volume. Indicate whether you have Government approval of your system and if so, provide evidence of such approval.

6.3.2 Purchasing System

Provide a summary description of your purchasing system or methods (e.g., how material requirements are determined, how sources are selected, when firm quotes are obtained, what provision is made to ensure quantity and other discounts). Also, identify any deviations from your standard procedures in preparing this proposal. Indicate whether you have Government approval of your system and if so, provide evidence of such approval.

6.3.3 Accounting System

Indicate whether you have Government approval of your accounting system and if so, provide evidence of such approval. Also, identify any deviations from your standard procedures in preparing this proposal.

6.3.4 Explanation of Estimating Methods Used

Explain the methodology used to estimate.

6.3.5 Management Reduction

If estimated costs to perform the proposed effort have been decreased due to a management decision, provide a summary of the reduction by major cost element summary. Also provide complete rationale for the reduction.

7. Volume V Contract Documentation

7.1 Model Contract/Representations and Certifications

22 Sep 10 Revision 1

RFP ATTACHMENT 3 - INSTRUCTIONS TO OFFERORS (ITO)

SOURCE SELECTION INFORMATION – SEE FAR 3.104

FOR OFFICIAL USE ONLY

The purpose of this volume is to provide information to the government for preparing the contract document and supporting file. The Offeror’s proposal shall include a signed copy of the Model Contract (SF 1449) containing the data required by paragraphs 7.1.1 through 7.1.6.

7.1.1. Solicitation/Contract Form

Complete Blocks 12, 17 and signature and date for Blocks 30a, 30b and 30c of the SF1449. Signature by the offeror on the SF1449 constitutes an offer, which the government may accept. The “original” copy should be clearly marked under separate cover and should be provided without any punched holes.

7.1.2. Supplies or Services and Costs/Prices

The offeror shall provide CLIN-level pricing including unit and extended pricing as specified in the schedule. Pricing shall be provided for each option year.

7.1.3. Deliveries or Performance

The offeror’s proposal shall be based on the government’s delivery dates set forth in the solicitation.

7.1.4. Special Contract Requirements

The offeror shall note compliance with the following special contract requirement clauses:

Release of Information FAA Certification Additional Security Provisions Rights in Maintenance Data Aircraft Support Requirements - Reassignment Permanent Change of Base Location Quality Assurance Representative (QAR)/Contracting Officer Representative (COR) at MOB Indemnification of Government Assets Over and Above Maintenance Acceleration/Compression Direction/Redirection of Effort Continuation of Services – CLIN

7.1.5. Contract Clauses

The offeror shall provide required information to complete clauses as required.

7.1.6. Representations and Certifications

The offeror has completed the annual representations and certification electronically via the Online Representations and Certifications Application (ORCA) website at http://www.orca.bpn.gov . After reviewing the ORCA database information, the offeror verifies by submission of this offer that the representation and certifications currently posted electronically at FAR 52.212-3, Offeror Representations and Certifications—Commercial Items are correct.

7.2. Exceptions to Solicitation Requirements

Offerors are required to meet all solicitation requirements, such as terms and conditions, representations and certifications and mission requirements, in addition to those identified as evaluation factors or subfactors. Failure to meet a requirement may result in an offer being ineligible for award. Offerors shall clearly identify any exception to the solicitation terms and conditions and provide complete accompanying rationale. Each exception shall be specifically related to each paragraph and/or specific part of the solicitation to which the exception is taken. Provide rationale in support of the exception and fully explain its impact, if any, on the performance, schedule, cost and specific requirements of the solicitation. This information shall be provided in the format and content of Table 7.2.

Table 7.2 Solicitation Exceptions

SOLICITATION

Document Page/ Paragraph Requirement/ Portion

Rationale

PWS, Model Contract, ITO, etc.

Applicable Page and Paragraph Numbers

Identify the requirement or portion to which exception is taken

Describe why the requirement can/will not be met

7.3. Other Information Required

7.3.1. Ombudsman

An Ombudsman has been appointed to hear concerns from offerors or potential offerors during the proposal development phase of this acquisition. The Ombudsman for this acquisition is OC-ALC/PKC. This does not diminish the authority of the program director or CO, but communicates offeror concerns, issues, disagreements and recommendations to the appropriate government personnel. When requested, the Ombudsman shall maintain strict confidentiality as to the source of the concern. The Ombudsman does not participate in the evaluation of proposals or in the source selection process; interested parties are invited to call OC-ALC/PKC at 405-734-5135.

7.3.2. Authorized Offeror Personnel

Provide the name, title, telephone number, fax number and e-mail address of the company/division point of contact regarding decisions made with respect to your proposal and who can obligate your company contractually. Also, identify those individuals authorized to negotiate with the government. Additionally, provide the name, title and telephone number of the CEO, Division President and/or Vice President, etc.

7.3.3. Government Offices

Provide the mailing address, telephone and fax numbers, facility codes and e-mail addresses for the cognizant Contract Administration Office, DCAA and Government Paying Office. Also, provide the name and telephone and fax number for the ACO.

7.3.4. Company/Division Address, Identifying Codes, and Applicable Designations Provide company/division’s street address, county and facility code Commercial and Government Entity (CAGE) code; Data Universal Numbering System (DUNS) code; size of business (large or small); and labor surplus area designation. This same information must be provided if the work for this contract will be performed at any other location(s). List all locations where work is to be performed and indicate whether such facility is a division, affiliate or subcontractor and the percentage of work to be performed at each location.

7.3.5. Attachments to the Model Contract

The offeror shall provide the following as attachments in their full context to the model contract:

LIST OF DOCUMENTS, EXHIBITS OR ATTACHMENTS

7.3.5.1. Government Furnished Property (GFP) and/or Base Support Requirements The government plans to provide the items listed in Appendix B of the solicitation as Government Furnished Property/Equipment.

ITO ATTACHMENTS

PAST PERFORMANCE PACKAGE ATTACHMENT

ITO ATTACHMENT 1.1

PAST AND PRESENT PERFORMANCE INFORMATION SHEET

Provide the information requested in this form for each contract/program being described. Provide frank, concise comments regarding your performance on the contracts you identify. Request each offeror submit between 6 and 10 PPIS forms for the prime Contractor and between 4 and 7 for each significant subcontractor/teaming partner.

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

(If multiple types (i.e. Firm-Fixed Price with Time & Material), list percentage and dollar amount of Firm-Fixed Price portion)

D. Brief Description of Effort as Prime or Subcontractor (Please indicate whether it was development and/or production, or other acquisition phase and highlight portions considered most relevant to current acquisition)

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

31 Aug 10

RFP ATTACHMENT 3 - INSTRUCTIONS TO OFFERORS (ITO)

ITO ATTACHMENT 1.2

PAST PERFORMANCE QUESTIONNAIRE

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

SECTION 1: CONTRACT IDENTIFICATION

1. Contractor:

1. Cage Code of contractor contract was awarded to:

1. Contract number:

1. Contract type:

(If multiple types (i.e. Firm-Fixed Price with Time & Material), list percentage and dollar amount of Firm-Fixed Price portion)

1. Was this a competitive contract? Yes No

1. Period of performance:

1. Initial contract cost: $

1. Current/final contract cost: $

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

1. Description of service provided:

SECTION 2: CUSTOMER OR AGENCY IDENTIFICATION

1. Customer or agency name:

1. Customer or agency description (if applicable):

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

SECTION 3. EVALUATOR IDENTIFICATION

1. Evaluator's name:

1. Evaluator's title:

1. Evaluator's phone/fax number:

1. Evaluator’s email:

1. Number of years evaluator worked on subject contract:

SECTION 4: EVALUATION

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

Contract Transition

CT1. Ability to manage and smoothly transition resources and personnel and implement management systems during contract transition.

CT2. Ability to acquire data and establish technical support agreements needed to support airframe and engine maintenance during contract phase-in.

Maintenance

M1. Ability to manage aircraft maintenance program to include forecasting, scheduling, and accomplishing aircraft scheduled inspections and maintenance on schedule, within inspections interval limits, and without impact to customer operations.

Mission System Logistics Support

MS1. Ability to maintain qualified and experienced technicians to perform organizational/on-aircraft (flight line) and intermediate/backshop level maintenance of aircraft electronic systems.

MS2. Ability to obtain data and technical support from the original equipment manufacturers to maintain software and hardware of aircraft electronic systems.

MS3. Ability to accomplish organizational/on-aircraft, intermediate/backshop and depot level maintenance of aircraft electronic systems.

MS4. Ability to maintain and document configuration control of aircraft electronic systems.

Supply Support

SS1. Ability to forecast, manage, resolve, and report supply support issues stemming from parts obsolescence and Diminishing Manufacturing Sources and Material Shortage (DMSMS).

SS2. Ability to manage and supply parts and equipment to meet fleet requirements.

SS3. Ability to manage and maintain calibrated tools and equipment.

Cost/Price Performance

CP1. Accuracy and timeliness of funds status reporting.

CP2. Ability to submit timely proposal for additional customer and/or unscheduled requirements and perform within proposal prices.

CP3. Ability to promote savings for customer and ensure best value commercial pricing in proposals.

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

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

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

SECTION 5: NARRATIVE SUMMARY

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

Were there any negative aspects in the contractor’s performance of the contract? If so please explain.

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

Evaluator’s Signature Date Thank you for your prompt response and assistance!

Please return this completed questionnaire to:

DEPARTMENT OF THE AIR FORCE

OC-ALC/GKSKA ATTN: Teresa DeLand 3001 Staff Dr, STE 1AD2 103C Tinker AFB OK 73145-3020 Telephone: 405-734-8373 Fax: 405-736-8731 teresa.deland@tinker.af.mil

ITO ATTACHMENT 1.3

SAMPLE QUESTIONNAIRE COVER LETTER

LETTERHEAD

(Date)

FOR OFFICIAL USE ONLY

SUBJECT: Present/Past Performance Questionnaire for the E-9A Contractor Logistics Support (CLS) Solicitation Concerning Contract Numbers(s) (CONTRACT AND ORDER NUMBER (IF APPLICABLE) TO BE EVALUATED). The effort was performed by (SPECIFIC ENTITY THAT PERFORMED THE WORK) under (CAGE CODE).

(a) We are currently responding to Oklahoma City air Logistics…