C20C-37_-1_ITO_draft_31_May_17.pdf

Appendix K - FAR INSTRUCTIONS TO OFFERORS (ITO)

ADDENDUM TO FAR 52.212-1

INSTRUCTIONS TO OFFERORS

1.0. Program Structure and Objective

1.1.1. The Government plans to award a single contract for the C-20 and C-37 Contractor Logistics Support (CLS) program. The C-20 and C-37 are militarized versions of the FAA-airworthiness certified Gulfstream GIV, GV and G550 aircraft as identified in Table 1-1 of the Performance Work Statement (PWS). The C-20 aircraft is powered by twin Rolls Royce MK-511 SPEY and MK-611 TAY engines and the C-37 is powered by twin Rolls Royce BR-710 engines. These aircraft are equipped with specialized mission communication security information (COMSEC) stations. The C-20 and C-37 mission is two-fold: first, to provide worldwide airlift support for the Vice- President, Cabinet-level dignitaries, as well as, senior military leaders and other executive government officials. Second, the Navy and the Marines Corps modified their C-20G aircraft with a cargo door to primarily provide long range and medium airlift logistics support. The fleet is required to support long and short-term deployments.

The Offeror shall maintain the fleet in accordance with FAA approved maintenance standards to maintain the aircraft FAA Airworthiness/Type Certification. The Offeror shall ensure any maintenance requirement that exceeds maintenance capabilities at the Main Operating Base (MOB) shall be accomplished at a Federal Aviation Regulation Part 145 FAA-certified repair station. Full CLS includes all aircraft maintenance plus personnel, materials and inspections, launch and recovery of aircraft, management of all government and contractor owned spares and support equipment through a Contractor Operated and Maintained Base Supply (COMBS); repair and overhaul of all repairable spares at FAA certified repair stations; maintenance and repair of all support equipment; aircraft paint; engine/Auxiliary Power Unit (APU) repair and overhaul. The supply support requires the contractor to identify, procure, stock, store, and issue common and peculiar spare parts, components, consumables, and bench stock for the aircraft, aircraft systems, engines/APUs and peculiar test/support equipment. The contractor’s inventory shall be of sufficient range and quantity to meet the performance measurements defined in the PWS. Additional support as over and above tasks includes engineering services including development, test, and FAA certification of modifications, installation of modifications, depot maintenance support, field team support (worldwide), deployment support (worldwide), aircraft crash investigations, failure and teardown reports, acquisition of commercial data, and damage repair. The Government also requires information for: quality, contract funds status, parts consumption and usage, parts obsolescence, service engineering reports, subscription services for technical manual updates and service actions. The Government does not own the spares for the C-37 program. It will be the responsibility of the contractor to fund, procure, stock, store and issue the supply support for the C-37 program.

There may be some MOB sites that utilize partial CLS. The Government distinguishes partial CLS requirements from full CLS requirements as partial CLS includes supply of all government and contractor owned spares and support equipment through COMBS;

repair and overhaul of all repairable spares at FAA certified repair stations; maintenance and repair of all support equipment; aircraft paint; engine/APU repair and overhaul.

These actions include supply, procurement, production control, quality control, engine/APU tear down and completion reports, component failure reports, and acquisition of commercial data. It also includes additional support, as over and above tasks, engineering services, test, and FAA certification of modifications, installation of modifications, and depot maintenance support. The Government also requires information for: quality, contract funds status, parts consumption and usage, parts obsolescence, service engineering reports, subscription services for technical manual updates, and service actions.

Partial CLS does NOT include organizational level maintenance and inspections and personnel to perform such, and launch and recovery of aircraft.

1.1.2. Award will be made on the basis of “best value” utilizing Tradeoff Source Selection Procedures. Award will be made to the contractor that provides the “best value” to the Government over the entire period of performance.

1.2. Budget/Funding Information

Funding will be obligated for the Firm-Fixed-Price (FFP) Contract Line Item Number (CLIN) for the phase in period.

2.0. General Instructions

2.1.1. This section of the Instructions to Offerors (ITO) provides general guidance for preparing proposals as well as specific instructions on the format and content of the proposal. The offeror’s proposal must include all data and information requested by the ITO and must be submitted in accordance with these instructions. Any offeror who submits an incomplete package may be considered ineligible for award. The offer shall be compliant with the requirements as stated in the PWS and appendices. Non-conformance with the instructions provided in the ITO may result in an unfavorable proposal evaluation.

2.1.2. The proposal shall be clear, concise, and shall include sufficient detail for effective evaluation and for substantiating the validity of stated claims. The proposal should not simply rephrase or restate the Government's requirements, but rather shall provide convincing rationale to address how the offeror intends to meet these requirements. Offerors shall assume that the Government has no prior knowledge of their facilities and experience, and will base its evaluation on the information presented in the offeror’s proposal.

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

2.1.4. The proposal acceptance period is specified in Section A of the model contract/solicitation. The offeror shall make a clear statement in Section A of the Contract documentation (volume IV) that the proposal is valid until this date.

2.1.5. 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.

2.2. General Information

2.2.1. 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 Section A of the model contract/solicitation.

2.2.2. Debriefings

The CO will promptly notify offerors of any decision to exclude them from the competitive range, whereupon they may request and receive a debriefing in accordance with FAR 15.505. Offerors excluded from the competitive range may request a pre-award debriefing or they may choose to wait until after the source selection decision to request a post-award debriefing. However, offerors excluded from the competitive range are entitled to no more than one debriefing for each proposal. The CO will notify unsuccessful offerors in 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.

2.2.3. Discrepancies

If an offeror believes that the requirements in these instructions contain an error, omission, or are otherwise unsound, the offeror shall immediately notify the CO in writing with supporting rationale as well as the remedies the offeror is asking the CO to consider as related to the omission or error. The offeror is reminded that the Government reserves the right to award this effort based on the initial proposal, as received, without discussions. This reservation includes matters of additional or substitute pages of the initial proposal.

2.2.4. Electronic Reference Documents

All referenced documents for this solicitation are available on the Federal Business Opportunities (FedBizOpps) web site at http://www.fbo.gov and/or the bidder’s library at Tinker AFB. Export controlled data must be requested by sending an email to the CO with a completed, current, valid DD2345 form attached. Potential offerors are encouraged to subscribe for real-time e-mail notifications when information has been posted to the FedBizOpps website for this solicitation.

2.2.5. Amendments to Solicitation

If this Request for Proposal (RFP) is amended, all terms and conditions not amended remain unchanged and in full force and effect. Offerors shall acknowledge receipt of any amendment(s) by signing and returning the amendments with their proposal, thus http://www.fbo.gov/ providing confirmation of receipt and understanding 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).

2.2.6. Submission, Modification, Revision, and Withdrawal of Proposals Proposals and modifications to proposals shall be submitted in sealed envelopes or packages in paper media and electronic media addressed to the CO at the address shown in Section A of the model contract/solicitation, and showing the time and date specified for receipt, the solicitation number, and the name and address of the offeror.

2.3. Organization/Number of Copies/Page Limits

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

2.3.2. 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.

2.3.3. The offeror shall prepare the proposal as set forth in the Proposal Organization Table (Table 2.3 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 2.3. 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.

However, the list below is not inclusive of all information necessary to be submitted. It is up to each offeror to submit a complete proposal package.

Table 2.3. Proposal Organization

Volume

ITO

Paragraph Number

Volume Title

Hard Copie s/ Disk

Copie s

Page Limit

I 3.0 Technical 5/1 75

2.3.1 Title Page (Not included in 75 page

limit)

2.3.7 Index Tabs Unlimited

2.3.2 Team List (see Attach 2.0)(Not included

in 75 page limit)

2.3.7 Table of Contents Unlimited

2.3.8 List of Tables and Figures Unlimited

2.3.9 Glossary of Abbreviations and

Acronyms

Unlimited

3.2.3 3.2.4

3.2.5 3.2.6

Subfactor 1 Program Management Subfactor 2 Supply Chain Management Subfactor 3 Maintenance Subfactor 4 Phase-In

II 4.0 Past Performance 4/1 Unlimited

2.3.1 Title Page 1

2.3.2 Team List (See Attach 2.0) 5

4.3 Present/Past Performance Information

Sheets (PPIs) (See Attach 1.1)

Unlimited

4.1.2 Consent Letter (See Attach 1.4) Unlimited

4.1.2 Client Authorization Letters (See Attach

1.5)

Unlimited

4.2.2 Present/Past Performance

Questionnaires (See Attach 1.2)

Tab Only

4.3.2 Relevant Contract Narrative Request

Max 5 pages per contract

4.3.3 Roadmap 2

III 5 Price Volume 2/2 Unlimited

Section 1

2.3.1 Title Page 1

2.3.2 Team List (see Attach 2.0) 5

2.3.6 Cross Reference Matrix Unlimited

2.3.7 Table of Contents Unlimited

2.3.8 List of Tables and Figures Unlimited

2.3.9 Glossary of Abbreviations and

Acronyms

Unlimited

Section 2

5.1 General Information Unlimited

5.2 General Instructions Unlimited

5.2.1 Price Reasonableness Unlimited

5.5 Volume Organization Unlimited

IV 6 Contract Documentation 2/1 Unlimited

2.3.1 Title Page (SF1449) 1

2.3.2 Team List (see Attach 2.0) 5

2.3.7 Table of Contents Unlimited

2.3.8 List of Tables and Figures Unlimited

2.3.9 Glossary of Abbreviations and

Acronyms

Unlimited

2.2.2/6.3.4 Team List, Arrangements, and/or Letters of Intent

Unlimited

6.1 Model Contract (Sections A-J) N/A

6.1.4 Representations and Certifications

(Section K)

N/A

6.3.1-6.3.3 Contact Information Unlimited

6.3.5 Attachments to the Model Contract Unlimited

2.3.4. Page Limitations

Page limitations shall be treated as maximums, unless specifically noted to the contrary elsewhere in the RFP. If exceeded, the excess pages will not be considered in the evaluation of the proposal. Page limitations may also be placed on responses to Evaluation Notices (ENs). The specified page limits for EN responses will be identified in the 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 hard and electronic copies.

2.3.5. Pricing Information

All pricing information shall be addressed ONLY in the Price Proposal volume with the exception of Appendix G. Appendix G must also be included in the contract documentation volume. Price trade-off 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 trade-off decisions.

2.3.6. 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.

Table 2.4. Cross Reference Matrix

Cross Reference PWS Paragraph

RFP

Addendum to

FAR 52.212-1

& FAR 52.212-

CDRL Proposal (Volume & Paragraph)

Program Management

Element 1a – Experience with worldwide support for Multiple aircraft at multiple sites

3.0 3.2.3.a & 2.2.1.a

N/A

Element1b – Process to recruit, hire, train and retain workforce

3.1, 3.1.1, 3.1.2, 3.1.6, 3.1.8, 3.1.9, and 5.1

3.2.3.b & 2.2.1.b

A002

Element 1c – Plan for support of deployments, drop-in maintenance etc.

5.3, 5.3.1, and 5.3.2

3.2.3.c & 2.2.1.c

A001

Element 1d – Signed letters of intent with OEM

1.1.6, 2.6, 3.10, and 5.9.3

3.2.3.d & 2.2.1.d

N/A

Element 1e – Approach to managing maintenance

1.1.1, 1.1.2, 5.0, 3.2.7 and 5.9.2.2

3.2.3.e & 2.2.1.e

A010, A020

Element 1f – Evidence of ability to track and provide funds status

3.2.8 3.2.3.f & 2.2.1.f

A012

Element 1g - Approach to manage and maintain Subcontract requirements

3.0, 3.3.1 3.2.3.g & 2.2.1.g

A002

Supply Chain Management

Element 2a – Process for worldwide inventory controls and supply chain management

4.1, 4.2, 4.2.4, 4.3.1, 4.3.4, and 4.10.1

3.2.4a &

2.2.2.a

A003

Maintenance

Element 3a – Copy of FAA Part 145 Repair Station and process to support MOB and depot

5.4.1, 5.4.6, 5.4.7, 5.2, and 5.4.2

3.2.5.a & 2.2.3.a

A011, A023, and A028

Element 3b – Provide Main Operating Base Support

5.2 & 5.2.1 3.2.5.b & 2.2.3.b

N/A

Element 3c – Provide depot maintenance schedule

2.0 3.2.5.c & 2.2.3.c

N/A

Phase-In

Element 4a – Phase-In plan

2.1 3.2.6.a & 2.2.4.a

A002

Past Performance 4.0 & 2.3

Price 5.0 & 2.4

2.3.7. 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.

Also, in the technical volume, identify which evaluation factor is being addressed within the tab.

2.3.8. Include an indexed list of Tables and Figures.

Each table of contents shall contain a section which provides a list of tables and figures.

2.3.9. Glossary of Abbreviations and Acronyms

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

2.4. Page Size and Format

2.4.1. 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. 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 ENs. These limitations shall apply to both electronic and hard copy proposals.

2.4.1. Legible tables, charts, graphs and figures shall be used wherever practical to depict organizations, systems and layout, implementation schedules, plans, etc. These displays shall be uncomplicated and shall not exceed 11 x 17 inches in size. 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.

2.5. Binding and Labeling

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

2.6. Electronic Offers

The content and page size of electronic copies must be identical to the hard copies.

When discrepancies exist between the written hard copies and those provided in electronic format, the written hard copies will take precedence in all cases. In such cases where a discrepancy exists between the written hard copy and electronic copy, if discussions are opened a clarification EN may be issued to allow offerors the opportunity to make both versions consistent with each other. 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 subfactors, required plans, exhibits, appendices, and attachments, if any. The offeror shall submit volumes I through IV 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, 2010, or 2013, MS Excel 2007, 2010 or 2013, and MS- Power Point 2007, 2010, or 2013.

2.7. Distribution

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

DEPARTMENT OF THE AIR FORCE

AFLCMC/WLK: ATTN: Mr. Robert Carlsen

3001 Staff Dr. STE 1AC4 105A

Tinker AFB OK 73145-3020

Telephone: 405-739-3831 robert.carlsen@us.af.mil

3.0. Factor 1 – Technical

3.1. 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, Evaluation Factors for Award. Using the instructions provided below, provide as specifically as possible the actual methodology you would use for accomplishing/satisfying these sub factors. All the requirements specified in the solicitation are mandatory. By your proposal submission, you are representing that your firm will perform all the requirements specified in the solicitation. It is neither necessary nor desirable for you to tell us so in your proposal.

Do not merely reiterate the objectives or reformulate the requirements specified in the solicitation.

3.2. Format and Specific Content

3.2.1. Technical

In the Technical Volume, address your proposed approach to meeting the minimum performance or capability requirements of each technical subfactor.

3.2.2. Volume Organization

The Technical Volume shall be organized in accordance with table 2.3.

3.2.3. Subfactor One: Program Management (PM)

The offeror shall provide an approach for PM for the combined effort for the C-20 and C- 37 CLS program. As a minimum, the approach shall provide the following essential elements:

a. Describe the offeror’s approach at providing worldwide (CONUS and OCONUS) support for multiple aircraft that are located at multiple sites, as well as, support for multiple aircraft at a single site in accordance with PWS Section 3.0.

b. A process to recruit, hire, train, and retain qualified and licensed (if required) workforce. This process shall include how documentation of workforce security clearance and Technical Expert Status Accreditation will be accomplished. The process shall be in accordance with PWS Sections 2.1.2, 3.1, 3.1.1, 3.1.2, 3.1.6, 3.1.8, 3.1.9 and 5.1.

c. A plan to support deployments, drop-in maintenance, aircraft on ground, and contract field team (with the proper security clearances) in accordance with PWS sections 5.3, 5.3.1 and 5.3.2.

d. Signed letters of intent with OEM, Engine Maintenance agreements, and establishment of significant subcontractor agreements in accordance with PWS Sections 2.6, 3.10, 5.9.3.

e. Describe the offeror’s approach which demonstrates how it will manage maintenance in accordance with Gulfstream Maintenance Manual Chapter 5 and CMP.net requirements in accordance with PWS Section 1.1, 1.1.1, 1.1.2, and

5.0. A description of the method(s) that will be used to develop and maintain a 10-year integrated depot maintenance schedule in accordance with PWS Sections 3.2.7 and 5.4.2. The methods must also address how to maximize the availability of all aircraft and engines for each branch of service. To demonstrate this understanding, the offeror must provide an approach for performing MOB maintenance operations (at full CLS sites) to meet the Mission Capable rate and other maintenance requirements of the PWS, including the method(s) to be used to adhere to FAA, OEM, and regulatory requirement standards.

Using the example in Addendum to FAR 52.212-1, ITO attachment 4.0 as the required format, provide all related/associated/sub-codes (with descriptions) showing parent-child relationships to the baseline codes. Provide these codes and sub-codes for firm fixed price depot CLINs X600; X601; X725; and X727 using the numerical ordered list of the CMP baseline codes.

1. Provide an operational, sortable Excel spreadsheet for C-20G X600

OPS 9 4C inspection, X601 OPS 12 -8C inspection, X725 C-37 OPS 4C inspection and X727 C-37 8C Checks inspection, using the example in Addendum to FAR 52.212-1, attachment 4.0 as the required format.

2. Provide all related/associated/sub-codes (with descriptions) showing parent-child relationships to the baseline codes. Parent refers to the primary code and child is all codes under the parent code. This must be provided in one excel file with a tab for each CLIN identified.

f. The ability to track and provide a real-time, web-based, automated funds accounting system in accordance with PWS Section 3.2.8 and 3.15. The approach shall ensure at time of award, an accurate web-based reporting system is available, with print capability, providing the Government complete visibility and insight into program costs (to include contract funds status reporting updated daily), aircraft status, contractor performance, and spares consumption and obsolescence.

g. Describe the Offeror’s approach to establish and maintain subcontract arrangements and relationships; identifying subcontractors, their role and work performed; and identifying the flow down of system requirements and performance.

1. The Offeror shall detail an approach that outlines the extent to which

Small Businesses will participate in their subcontract arrangements and relationships for the basic year and each option year of the contract. This approach shall also outline the extent of commitment to use the Small Businesses as a participant in this contract as required per DFARS 215.304(c)(i). The Offeror shall complete the attached Proposed Team List (Addendum to FAR 52.212-1, Instructions to Offerors, attachment 2.0) template which details the breakout and distribution of planned work between the prime and primary subcontractors, the percentage of performance as a whole of the contract effort and primary PWS functions they shall perform.

2. A detailed approach for managing subcontractor’s performance/ participation, schedule and cost in accordance with PWS paragraph

3.0 and 3.3.1. This approach shall include, but not be limited to, expertise in management of an organized work force and a plan for strike mitigation.

3.2.4. Subfactor Two: Supply Chain Management (SCM)

The offeror shall provide, in the proposal, an approach for SCM for the C-20 and C-37 program. As a minimum, the approach shall provide the following essential components:

a) A detailed process for worldwide inventory controls and SCM for all contractor furnished property and government furnished property in accordance with PWS Section 4.1, 4.2, 4.2.4, 4.3.1, 4.3.4. This process shall include, but not be limited to, managing parts obsolescence and clearing foreign customs. This process shall also specifically address C-20 and C-37 spares support methodology including procurement of the spares and inventory management (e.g. location of both CFP and GFP spares). This process shall have an inventory reporting system as described in PWS Section 4.10.1.

3.2.5. Subfactor Three: Maintenance (M)

The offeror shall provide, in the proposal, an approach for meeting the daily and depot maintenance requirements for the C-20 and C-37 program. The approach shall provide the following essential components:

a) Submit a copy of a valid and current FAA Part 145 Repair Station certificate with Operations Specifications for Gulfstream aircraft at the Depot site in accordance with PWS Section 5.4.1, 5.4.6 and 5.4.7. Additionally, provide the number of aircraft (capacity) that have been inducted, hangered, and worked simultaneously into the proposed certified depot(s) facility for maintenance within the last three years.

b) Provide an approach for MOB support per PWS Section 5.2 for full

Organizational level support at the MOBs. Include in the approach shifts/personnel to support MOB requirements in accordance with PWS 5.2.1.

c) Provide an approach to plan/schedule maintenance at a depot facility to include engine shop/APU visits, engine overhauls (PWS section 5.9), landing gear overhauls (PWS section 5.4.10), time change item work, service action compliance, Time Compliance Technical Orders, and External Aircraft Paint (PWS section 5.4.6) per the CMP Maintenance Plan in accordance with PWS paragraph 5.4.2. Provide an example of an integrated depot maintenance schedule with critical path milestones to support the requirement as demonstrated in the sample scenario provided in Addendum to FAR 52.212-1, attachment 3.0.

3.2.6. Subfactor Four: Phase-In (PH)

The offeror shall provide, in the proposal, the PH Plan IAW CDRLs A001, A002 and A003 for the C-20 and C-37 program. As a minimum, the approach shall provide the following essential components:

Provide a method to ensure the milestone schedule with critical paths are accomplished and that ensures all PH requirements will be accomplished. This method will outline how PWS paragraphs 2.1 and 2.7 will be accomplished and how any associated risks will be mitigated.

4.0. Factor 2 – Past Performance

4.1. General

4.1.1. Each offeror shall submit a past performance volume with its proposal, containing past performance information in accordance with the format contained in Attachment 2.3 of the ITO. The Past Performance volume shall include a team list, which includes the prime contractor, all significant subcontractors, teaming partners, and/or joint venture partners proposed to perform the work outlined in the solicitation.

The offeror shall describe the portion of effort each team member is proposed to perform in relation to the Factor 1 Technical subfactors, Factor 3 Price, and Scope, Magnitude, and Complexity. The Government Past Performance Evaluation Team (PPET) evaluates each member of the offeror’s team for relevancy and performance, based on their proposed portion of effort. Therefore, it is important for the offeror to provide a detailed portion of effort description, in order for the PPET to conduct an accurate assessment. Offerors shall also provide approximate percentages for the portion of effort for each team member. For the Past Performance evaluation, the Government will use data provided by the offeror in the Past Performance volume, as well as data obtained from other sources.

4.1.2. Along with the information required in this paragraph, the offeror shall submit 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.

4.2. Early Proposal Information

4.2.1. Each offeror is requested to submit Volume II Past Performance for each relevant contract 15 calendar days prior to the solicitation closing date. The Volume II Past Performance early proposal information is a request, and not a requirement.

Failure to submit early proposal information will not result in offeror disqualification, nor will offerors be penalized.

4.2.2. 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 directly to the PPET. (Attn: Robert Carlsen). Email address for questionnaires is robert.carlsen@us.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 PPET will conduct such follow-up with any POC as necessary.

4.3. Relevant Contracts

4.3.1. The offeror shall provide PPI on current or previous contracts (or efforts). The PPI shall be completed in accordance with Addendum to FAR52.212-1, Attachment 1.1, Past Performance Information (PPI) For Offerors (identified in this document as “PPI mailto:robert.carlsen@us.af.mil forms”). The offeror shall submit PPI forms for contracts which include all or some performance within the past three years, as defined in Addendum to FAR 52.212-2, para 2.3.2.1 Recency Assessment. Request each offeror submit up to four PPI forms for the prime contractor, and two to three PPI forms for each significant subcontractor/teaming partner. Significant subcontractor is defined as a contractor who is proposed to perform over 10 percent of the total effort, or a contractor who is proposed to perform less than 10 percent of the total effort, but is determined to be performing a critical function. NOTE: The requested number of PPI forms for the prime and subcontractors are preferences, and not requirements. Offerors may submit more than the preferred number, if the offeror believes the extra contracts are needed to fully describe their relevancy. Offerors who submit less than the preferred number of PPI forms are not automatically assigned a “Neutral Confidence” rating. Fewer numbers may be acceptable, if the Government determines there is sufficient information to determine a confidence rating.

4.3.2. PPI Relevant Contract Narrative

For each PPI form, the offeror shall provide a narrative explaining what aspects of the contract is deemed relevant to the proposed effort, and to what aspects of the proposed effort they relate. Specifically, the narrative should focus on similarities to the Factor 1 Technical subfactors, Factor 3 Price, and Scope, Magnitude, and Complexity, as defined in Addendum to FAR 52.212-2, paragraph 2.3.2.2, and should be tailored to the proposed portion of effort. Categorize the relevant information into the specific technical subfactors and price assessment used to evaluate the proposal. The narrative 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. The offeror is requested to limit the narrative to a maximum of five pages. However, the offeror may exceed the requested page limit, if determined necessary to fully describe relevancy.

4.3.3. Organizational Structure Change History

Many companies have acquired, been acquired by, or otherwise merged with other companies and/or reorganized their divisions, business groups, subsidiary companies, etc. In many cases, these changes have taken place during the time of performance of relevant past efforts or between 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 all such changes in the organization of the offeror’s company. A pamphlet or other commercial document describing such reorganizations may suffice. As part of this explanation, show how these changes impact the relevance of any efforts you identify for past performance evaluation/performance confidence assessment. Since the Government intends to consider past performance information provided by other sources as well as that provided by the offeror(s), 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.

Critical function definition: Key or critical subcontractors, teaming partners, or joint venture partners performing depot maintenance, MOB maintenance, program management, COMBS, engines, landing gear, APU, COMSEC, supply support, and anyone else deemed vital to the success of these efforts.

5.0. Factor 3 – Price

5.1. In the price volume, the Offeror shall provide the following information in addition to the Pricing Matrix (Request for Proposal, Appendix G) of the solicitation. These instructions are to assist you in submitting information required to evaluate the reasonableness of your proposed price. Compliance with these instructions is mandatory and failure to comply may result in rejection of your proposal.

5.2. General Instructions

Information beyond that required by this instruction shall not be submitted, unless you consider it essential to document or support your 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 Price Volume. Under no circumstances shall this information and documentation be included elsewhere in the proposal with the exception of Appendix G in the contract volume.

5.2.1. Price Reasonableness

The Government will evaluate proposals for price reasonableness. Normally, price reasonableness is established through adequate price competition, but may also be determined through other price analysis techniques. The burden of proof for credibility of proposed costs/prices rests with the Offeror. Offerors shall provide sufficient rationale describing how prices were developed (such as assumptions, historical data, projections, expertise, management decisions, etc.). It shall be noted that completeness is one aspect of price reasonableness. For completeness, Offerors must provide unit prices for all listed items in the Pricing Matrix (Request for Proposal, Appendix G).

5.2.2. Balanced Pricing

The Government will evaluate proposals for balanced pricing. The Offeror is cautioned against submitting an offer which exhibits unbalanced pricing. Unbalanced pricing may increase performance risk and could result in payment of unreasonable or unrealistic prices. For this acquisition, balanced pricing is determined with respect to separately priced CLINs or SubCLINs or year-to-year price variances for separately priced CLINs.

Offerors shall provide rationale for any proposed CLIN price increase greater than 5 percent from one performance period to the next, or any proposed CLIN price decrease from one performance period to the next. Unexplained price variances from year-to-year could suggest unbalanced pricing. It is in the Offerors best interest to provide explanations or supporting rationale for any significant annual CLIN price variances.

5.2.3. Price Realism

The Government will evaluate proposals for price realism to determine whether proposed prices are based on an adequate understanding of contract requirements.

Offerors shall provide sufficient rationale describing how prices were developed (such as assumptions, historical data, projections, expertise, management decisions, etc.). All proposed prices shall be sufficient and adequately proposed to ensure performance is not at risk with prices proposed too low.

5.2.4. Total Evaluated Price (TEP)

Offerors shall complete the Pricing Matrix (Request for Proposal, Appendix G). Offerors must ensure all required proposed pricing is provided in the Pricing Matrix, ensuring all periods of performance are priced. These include an eight month Basic (three month PH, five month full performance), five one-year Option Periods, three one-year Incentive Option Periods, and a six month Option Period to extend services. Offerors shall propose pricing for the six month extension based on proposed pricing of the third year Incentive Option (Option 8). The input spreadsheet in the Pricing Matrix automatically applies the third year Incentive Option unit prices to the six month extension unit prices.

Offerors shall not complete the CLIN pricing in the RFP, Schedule B. The Pricing Matrix will be used for all pricing.

The Best Estimated Quantities provided in the Pricing Matrix are based on historical data and future projected requirements. All such quantities will be used for evaluation purposes only and do not obligate the Government to exercise options or guarantee such quantities during the contract period of performance.

5.3. Pricing Information Requirements

FAR 12.209 gives the requirement to establish price reasonableness in accordance with 13.106-3 (Simplified Acquisition Procedures), 14.408-2 (Sealed Bidding), or 15.4 (Contract Pricing by Negotiation), as applicable. Although this is a commercial FAR Part 12 RFP, FAR 15.4 applies as appropriate. Specifically, FAR 15.404-1 applies regarding proposal analysis. Price analysis techniques shall be utilized to ensure fair and reasonable pricing IAW FAR 15.404-1(b). Providing information to assist with pricing evaluation to further support proposed pricing will expedite the source selection process.

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 15.403-3(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 information other than cost or pricing data if needed to determine price reasonableness. 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 CO 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.

5.3.1. Rounding

All dollar amounts shall be rounded to the nearest cent. All proposed rates as a percentage (Material Handling and Travel G&A) shall be rounded to four decimal places to the right of the decimal point.

5.4. Pricing Support Information

5.4.1. Explanation of Specific Estimating Techniques and Methods Explain the methodology used to estimate costs/prices in the development of the Offeror’s proposed pricing. A variety of estimating techniques and methods are acceptable as a basis of estimate in proposed pricing. When responding to the Price Volume requirements in the solicitation, the Offeror and associated Subcontractors may use any generally acceptable estimating techniques consistent with the Offerors Disclosure Statement as appropriate, and if required based on current contracts per Defense Contract Audit Agency (DCAA) policy and guidance. Acceptable contemporary estimating methods can include Cost-to-Cost and Cost-to-Non-Cost Estimating Relationships, commercially available parametric price models, in-house developed parametric price models, commercial catalogs, etc. In addition, the Offeror is required to provide a summary of the estimating system, purchasing system, and accounting system and provide an explanation of any deviations used in the development of the Pricing Volume. If there are no deviations then state accordingly in Section 2 of the Price Volume.

5.4.2. Past Experience Basis of Estimate

Where price estimates are based on past experience, identify the past experience;

explain how the past experience relates to the current effort including similarities and differences and how price data available from the past experiences was adapted to the current effort pricing.

5.4.3. Proposed Price Reduction per Corporate/Management Decision If proposed prices to perform the proposed effort have been decreased due to a management decision, provide a summary of the reduction by major pricing element (e.g., material, labor, overhead, etc.). Also, provide complete rationale for the reduction.

Provide the estimated dollar and percentage of the reduction, explaining how such reductions are ensured not to increase performance risk to the Government. If the Offeror has not proposed any price reductions then state accordingly in Section 2 of the Price Volume.

5.4.4. Subcontractor Pricing

Submit a list of the proposed probable Subcontractors showing (a) the supplier, (b) description of effort, and (c) type of contract. As Prime Contractor, documentation is required to demonstrate Subcontractor commercial quotes are considered fair and reasonable. Include a detailed description of your process/methodology for evaluating

Subcontractor pricing and a determination of subcontractor proposed prices as fair and reasonable. Offerors are required to provide an explanation of how indirect costs (Including Material Handling costs), General and Administrative (G&A) and profit are applied to Subcontractor proposed prices and whether all Subcontractor costs, including indirect rates (particularly Material Handling rates), G&A, and profit are included as a total subcontract amount (i.e., Prime treats all Subcontractor/vendor costs as their direct cost to which the Prime applies their own indirect costs, G&A, cost of money (COM) and profit).

5.4.5. Price Assumptions Used in Development of Proposed Pricing All significant assumptions, scope limitations and/or qualifications affecting the pricing proposal shall be addressed and explained. If there are no proposed price assumptions then state accordingly in Section 2 of the Price Volume.

5.4.6. Rates

CLIN X900 includes rates for labor, material handling, and travel. These rates will be utilized on Over and Above requirements as well as FFPs associated with task orders.

Proposed rates shall be provided for each year of the performance periods. All rates shall be proposed as FFP rates. FFP rates are those rates proposed for all performance periods and are considered fixed at the proposed amount. Offerors are required to provide a statement in Section 3 of the Price Volume indicating their understanding that proposed ceiling rates will apply to all out-years (period of performance beyond year one of the basic period) despite what current actuals are running at the time.

5.4.6.1. Labor Wrap Rates

Proposed labor rates shall be proposed as FFP, fully burdened rates valid for all contract performance years under CLIN X900 for Maintenance, Engineering, and Field Team. These labor wrap rates shall be proposed at sufficient dollar amounts to adequately cover any and all fluctuations and actual costs in contract performance out-years. All rates should be proposed with sufficiently high ceiling rates to ensure adequate coverage of all labor costs, all indirect costs, including G&A, COM, and so forth as well as prime and subcontractor profit in every contract out-year.

5.4.6.2. Material Handling Rate

Material Handling Rates shall be proposed as FFP, fully burdened rates valid for all contract performance years under CLIN X900. This material handling rate shall represent all applicable indirect costs, including profit, as well as costs associated with planning, obtaining, and managing direct material costs. The proposed material handling rate is considered a ceiling rate that is fixed at the rate proposed regardless of what the actuals are running in contract out-years.

5.4.6.3. Travel (G&A) Rate

Travel (G&A) rates shall be proposed as FFP, fully burdened rates valid for all contract performance years under CLIN X900. No profit or fee is allowed. The proposed G&A rate shall represent all indirect costs associated with travel costs. Proposed G&A rates are considered ceiling rates; these are fixed at the rates proposed regardless of what actuals are running in contract out-years.

5.4.7. Government Furnished Property/Equipment/Material (GFP/GFE/GFM) Provide assumptions regarding usage of all GFP, including GFE and GFM as reflected in your pricing proposal. Reference RFP Appendix B for the GFP, GFE and GFM.

5.4.8. Contractor Furnished Property/Equipment/Material (CFP/CFE/CFM) Provide assumptions regarding usage of all CFP, including CFE and CFM as reflected in your pricing proposal.

5.4.9. Service Contract Labor Standards (SCLS)

It is the responsibility of the Offeror and the subsequent contract awardee to comply with the SCLS. In Section 3 of the Price Volume, a table shall be provided conforming (linking) the Offeror’s proposed job categories/skill levels considered subject to the SCLS with the job categories/skill levels of the regional Area Wage Determination (AWD). This cross-reference provides a tie between the labor categories/skill levels proposed and the labor categories/skill levels listed in the SCLS AWD.

5.4.10. Government Field Support Agencies

Identify the cognizant DCAA and Defense Contract Management Agency office responsible for administration of the Offeror’s Government contracts.

5.4.11. Other Documentation

Other documentation considered by Offerors to be essential for support of proposed prices shall be presented in this section. As this effort is a FFP contract, all risk associated with fluctuations in estimated quantities, subcontractor pricing at all tiers, market changes, etc., is to be considered and priced into the proposed prices.

5.4.12. Submission of Pricing Matrix

Submit the completed Pricing Matrix (Appendix G) in support of the proposed TEP. The proposed pricing in the Pricing Matrix submitted must be consistent with your approved estimating system and must duplicate the logic and mathematical formulas reflected in the paper copy of your proposal. The Pricing Matrix submitted must comply with the following format requirements:

(a) Data file should be submitted on a CD-ROM.

(b) Data file should be .XLS file format (MS-Excel 2010 or earlier) compatible format

5.5. Volume Organization

The Price volume shall consist of the following sections:

SECTION 1 – Include your rationale in response to the following paragraphs in Section 1, along with a Table of Contents

5.2.1. – Price Reasonableness

5.2.2. – Balanced Pricing

5.2.3. – Price Realism

5.3. – Pricing Information Requirements

5.3.1. – Rounding

SECTION 2 - Include your response to the following paragraphs in Section 2.

5.4. – Pricing Support Information

5.4.1…