C-130_section_L_combined_19May2010.docx

SECTION L

PROPOSAL PREPARATION INSTRUCTIONS

1 General Instruction

To assure timely and equitable evaluation of proposals, offerors must follow the instructions contained herein. Offerors are required to meet all solicitation requirements, including terms and conditions, representations and certifications, and technical requirements, in addition to those identified as evaluation factors or sub-factors. Failure to meet any of the requirements as outlined in this Request for Proposal (RFP) may result in an offer being ineligible for award.

1.1 Point of Contact

The Contracting Officer is the sole point of contact for this acquisition. Address any questions or concerns you may have to the Contracting Officer. Written requests for clarification may be sent to the Contracting Officer at:

558 ACSG/PK

Paula Teague 6072 Fir Ave Bldg 1233 Hill AFB UT 84056

Email: paula.teague@hill.af.mil

1.2 Debriefings

Offerors excluded from the competitive range or otherwise excluded from the competition before award may request a debriefing before award. The offeror may request a pre-award debriefing by submitting a written request IAW the requirements of FAR 15.505 or 15.506 as applicable for debriefing to the contracting officer within 3 days after receipt of the notice of exclusion from the competition. At the offeror’s request, this debriefing may be delayed until after award. If the debriefing is delayed until after award, it shall include all information normally provided in a post award debriefing. If the offeror does not submit a timely request, the offeror need not be given either a pre-award or a post award debriefing (see FAR 15.506(d)). Offerors are entitled to no more than one debriefing for each proposal.

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 Contracting Officer in writing with supporting rationale.

1.4 Classified Proposals

No classified proposal shall be submitted.

1.5 Organization

The following instructions cover the preparation and submittal of the Offeror’s proposal for this solicitation. Proposals shall be submitted to the Government in three (3) separate volumes as set forth below:

*See Past Performance Information Sheet (PPIS) Instructions, paragraph 4 **The following portions of Volume II, Technical Proposal, are excluded from the page count: Definitions and Abbreviations; Appendix A, Performance Work Statement-Requirements Traceability Matrix (PWS-RTM, including the Visual System Replacement-RTM (VSR-RTM)) (Section J, Attachment 2); Appendix C Integrated Master Schedule (IMS)

All proposal volumes, by either mail or hand-delivery, shall be delivered to:

558 ACSG/PK

Paula Teague 6072 Fir Ave Bldg 1233 Hill AFB UT 84056

Each volume shall be marked with the solicitation number, the Offeror’s name and address, and the buyer information contained in Block 7 of Standard Form 1447 (RFP cover page). The volumes identified in the table should be separately bound in three-ring loose-leaf binders. Each volume shall contain a glossary of all abbreviations and acronyms used, with an explanation for each. Furthermore each volume shall contain title pages, tabs, and one (1) table of contents. Format requirements are applicable to both digital and hard copies:

For hard copies:

1. A page is defined as one face of an 8 1/2” x 11” sheet of paper containing information.

2. If both sides of a hard copy are used then that counts as two pages.

3. Use at least 1 inch margins on top, bottom, and sides, with the exception of Section J Attachments 3 and 4 (i.e., Fixed Rate Table and CLIN Summary Worksheet respectively).

4. Each volume’s pages shall be numbered sequentially. In addition, for the Volume II, Technical Proposal, each appendix shall be number sequentially starting at page one. This requirement applies to both hard and digital copies.

5. Margins may be used for company and other information. Information within margins will not be evaluated.

6. The text size shall be no less than 10 point single spaced and in a block font such as Arial that is supported by Acrobat Reader without special font loading.

7. Legible tables, charts, graphs and figures shall be used wherever practical to depict organizations, systems and layout, implementation schedules, and plans. These shall be uncomplicated, legible and shall not exceed a single page in size and can be in either portrait or landscape format. No fold-outs are acceptable.

8. Elaborate formats, bindings or color presentations are not desired or required.

For digital files:

1. Files shall be in electronic format, using IBM-compatible, virus-free CD-R or DVDs. CD-RW will not be accepted. All digital files shall be scanned by the government upon receipt for viruses.

a. If you submit documents using Microsoft Office 2007 save files in default format; e.g. with Word, "Save as type" set to "Word Document (*.docx)" only.

b. If you submit documents using Microsoft Word 2007:

i. For Word 2007 documents, set "Save as type" to Microsoft Word Document (*.docx)

c. When using Microsoft Excel 2007:

i. For Excel XP (2002) spreadsheets, set "Save as type" to "Microsoft Excel (*.xlsx)

d. When using Microsoft PowerPoint XP 2007:

i. For PowerPoint XP (2002) presentations, set "Save as type" to "Microsoft PowerPoint (*.pptx)

e. Submit any Microsoft Project files in Microsoft Project 2007. There are no special “save” functions required for later versions of Project.

f. Submit PDF documents using only Adobe Acrobat 9.0. Do NOT submit any documents in PDF format that are copied as “images”. When creating PDF files always create to enable textual search and copy functions.

2. Files shall not be compressed.

3. The files, except as noted, shall be in native searchable Adobe Portable Document Format (PDF) format.

4. All PDF files shall be enabled for commenting in Adobe Reader. Electronic copies in “.pdf” format shall not be protected which will prevent the Government from inserting review comments, highlighting and other notations using Adobe Acrobat or other compatible software during evaluations.

5. All PDF files should contain navigation bookmarks for all sections (only) to enable quick movements within the file during evaluations.

6. Scanned pages are not acceptable.

7. As an exception, the IMS full Microsoft Project file shall be in the native Microsoft Project 2007 “.mpp” format or other compatible software.

8. Indicate on each CD-ROM (or DVD) the proposal section and title.

9. Digital files shall be IAW the following naming convention:

“Volume_X_SectionName_Offeror.pdf”, where

“X” is the Volume number (I, II, or III), “Section Name” is a short description of the section such as “sections1to3”, “SOW”, “LSA”, “IMS”, etc.

“Offeror” is the name of the offeror’s company.

Cross-referencing between volumes is prohibited. Cross-referencing within a volume will be limited to figures, graphs, charts, tables, and drawings (see specific instructions for each volume).

Only one hardcopy set of all volumes (i.e., the complete proposal), shall be labeled “original”. If any discrepancy is discovered between a digital copy of the volumes and “original”, the “original” takes precedence.

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 will be returned to the offeror as soon as practicable. Page limitations shall be placed on responses to Evaluation Notices (ENs) if any. The specified page limits for EN responses will be identified in the letters forwarding the ENs to the offerors.

Each page containing proprietary information shall be marked inside the header and footer of each page with the following statement in 14 point Arial bold font:

(Company Name) Proprietary Information

Each page should contain the following legend at the bottom of each sheet:

SOURCE SELECTION INFORMATION--SEE FAR 3.104

FOR OFFICIAL USE ONLY

Any portions of the proposal that do not comply with the limitation on text, figures, charts, tables, graphs, page limit, and other limitations listed in the RFP will not be considered in the evaluation.

Offerors are reminded that the Government intends to make award without discussion. Consequently, each Offeror must ensure that its proposal is sufficiently clear and complete to be evaluated without discussion. However, the Government reserves the right to engage in discussions under the provisions of FAR 15.306 if the Government deems it to be in the Government’s best interests to do so.

The Offeror shall submit proposals in accordance with the instructions contained in RFP Sections L and M at the times and on the dates established in the Proposal Volume Submittal Schedule as shown below. Each required submission listed below is due no later than 4:00 pm Mountain Time on the date indicated below. Failure to provide any required submission by the time and on the date specified may cause the Offeror’s proposal to be late, in accordance with FAR 52.215-1.

SOLICITATION DUE DATE INFORMATION

PROPOSAL SUBMITTAL SCHEDULE

*Submission Dates: Calendar Days Post the Solicitation Issue Date of the RFP

NOTE: INFORMATION IN THE ABOVE TABLE DOES NOT CHANGE OR NEGATE OTHER REQUIREMENTS SET FORTH IN SECTIONS L AND M.

1.6 Master Library

(a) The Master Libraries are established at the following locations: Little Rock AFB, AR and Dobbins ARB, GA. The libraries will be open Monday through Friday, eight (8) hours per day during normal business hours. Visits are by appointment only. One week prior to the scheduled appointment, the contractor shall submit a list of documents they would like to view to the designated point of contact listed below. All contractors will be treated equally and will be provided the documents/information as requested (as available). A complete set of documentation/data will be in the library. No more than one contractor will be scheduled in the library at any given time. Library periods will be 4 hours in AM or 4 hours in PM; consecutive periods on the same day will not be allowed, single periods on consecutive days not to exceed 3 days are allowed. No more than four (4) persons per visit, per contractor, will be permitted. Please limit number of bidder personnel actually in library to two at a time. There is a limit of one visit per contractor after the Request for Proposal (RFP) has been released. No proprietary data will be provided to any contractor. Mail order requests for data/documentation will not be permitted. Reproduction of documents will be the responsibility of the contractor using their own resources. Contractors will be permitted to bring their own scanners, computers, or copiers into the library. Contractors will not be permitted to remove documentation from the building. Materials may not be removed from the building. A separate room is available for reproduction. Documents may be checked out of the library to that room but must be returned by end of period. Contractors shall submit a complete list of all documents copied to the respective project officer listed below.

(b) All visits to Little Rock AFB will be scheduled through Mr. Kevin Taylor at (501) 987-8742 and all visits to Dobbins ARB will be scheduled through Mr. Bob Frappier at (678) 655-3197.

2 Volume I, Completed and Executed Model Contract and Cost/Price Information

2.1 Purpose

The primary purpose of the model contract documentation and cost/price proposal volume is to provide the contracting officer with the contract line item structure and instructions, and indicates acceptance of the contractual terms and conditions. This volume also provides the contracting officer and the cost team evaluators an understanding of how the price proposal was developed. This will include the FFP line items and the methodology of development and the Firm Fixed Rates Table (Section J Attachment 3). The price evaluation criteria of reasonableness, balance, and Total Evaluated Price (TEP) as defined in section M of the RFP will be assessed from the offeror’s information provided in this volume.

2.2 The Contract Documentation and Price Proposal Volume I 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.

(See Section L, paragraph 2.3, Cost or Pricing Information Requirements)

Section 3. Other information as applicable such as Government Furnished Property/Government Furnished Equipment (GFP/GFE), base support, long lead cost issues, development/production schedule, inflation rate summary and explanation. List each exception to the ground rules and assumptions provided in the solicitation and each qualification of the Cost/Price volume, if any. Provide complete rationale for any exceptions.

Section 4. The purpose of this section is to provide information to Government for preparing contract document and supporting file. Offeror’s proposal shall include a signed copy of Model Contract and completed Sections A through K.

Section A - Solicitation/Contract Form: Completion of blocks 11, 13, 15, 21, 22, and 27 of the Standard Form 1447. Signature by the offeror on the Standard Form 1447 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.

Section B - Supplies or Services and Costs/Prices: Offeror will fill-in unit price and extended amount for each priced Contract Line Item Number (CLIN) in Section B. Note that Section J Attachment 3, Fixed Rate Table and Section J Attachment 4, CLIN Price Summary worksheet/spreadsheet must also be filled out to depict all ranges and will be used for price evaluation purposes. The offeror will develop the range limits applicable to the instruction CLINs using the min/target/max student number in the PWS and the identified courses for the Formal Training Unit (FTU) for formal training and the Main Operating Bases (MOBs) for Continuation/Refresher Training (CT/RT), and as subsequent option periods are exercised in accordance with the min/target/max requirement for each period using the same identified courses. Section J Attachment 4, CLIN Price Summary worksheet/spreadsheet consists of several worksheets including the summary of CLINs, instructions for the offeror’s range table, and worksheets for developing CLIN prices for each instruction CLIN. Priced Option CLINs will be included once in the TEP. Relocation CLINs will be included each option year in the TEP. Final funded amounts may not correspond directly to the bid amounts evaluated.

Section F - Deliveries: Deliveries will be required as shown in section F of the model contract.

Section G - Contract Administrative Data: Section G of the model contract will include all fund cites and dollar amounts for the contract. Contractor is not required to fill in this information.

Section H - Special Contract Requirements: The offeror shall comply with all special provisions/clauses shown under section H of the model contract.

Enhanced Small Business Participation In accordance with DFARS 215.304, small business (SB) participation must be shown in the proposed FAR 52.219-9 Small Business Subcontracting Plan or Comprehensive Subcontracting Plan, as well as the offerors’ commitment to the mandates of the Enhanced Small Business Participation and Reporting as detailed in Special Provision 9952.902-H902. Performance to these mandates and goals shall be evaluated annually with reporting via the applicable CDRL.

The offeror’s compliance to 9952.902-H902 found in the proposed FAR 52.219-9 Small Business Subcontracting Plan or Comprehensive Subcontracting Plan shall be considered responsive when the enhanced SB Participation Plan demonstrates commitment to realistic, sound, and executable SB participation which includes the minimum:

SB participation proposed/mandated to at least 15% of the total contract value to small business partners, tracked to the first tier subcontractor.

Section I - Contract Clauses: The offeror shall comply with the clauses specified within section I of the model contract. Furthermore, any inference of a clause and or provision will be adhered to. All laws regulations and statutory authorities will also be applied within the model contract.

Section J – List of Attachments: All documents listed in Section J of the model contract will be binding in full. Additionally, offeror’s technical and pricing proposals, SOW and all proposed documents whether or not specifically identified are incorporated by reference into the model contract.

Section K - Representations, Certifications, and other Statements of Offerors: Complete representations, certifications, acknowledgments and statements.

2.3 Cost or Pricing Information Requirements (Section 2)

If price reasonableness and competition are present through the process, certified cost and pricing data will not be requested. In accordance with FAR 15.402, 15.403-1(b) and 15.403-3(a), “information other than cost or pricing data” may be required to support price reasonableness. If, after receipt of proposals, the CO determines that there is insufficient information available to determine the proposed prices/rates’ reasonableness and none of the exceptions in FAR 15.403-1 apply, the Offeror shall be required to submit cost or pricing data.

Submit the price proposal in Microsoft Word and Microsoft Excel (2003/2007 version for all Microsoft Office applications) worksheets as appropriate. Word documents and Excel spreadsheets must be editable and not password protected. No formula in any Government provided spreadsheet shall be altered, hidden, or locked. Each disk shall be clearly labeled. Scanned documents in PDF files are NOT acceptable for the Cost/Price Proposal Volume. The Fixed Rates Table (Section J Attachment 3) shall be submitted in a Microsoft Excel worksheet. All labor rate cells must be populated with a fully-loaded rate. The CLIN Price Summary worksheet/spreadsheet (Section J Attachment 4) shall also be submitted in a Microsoft Excel worksheet. CLIN prices must be filled in as indicated on the CLIN Price Summary worksheet/spreadsheet (Section J Attachment 4).

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 proposal designated as the Cost/Price Proposal and Contract Document volume. Under no circumstances shall this information and documentation be included elsewhere in the proposal.

2.3.1 Estimating Techniques and Methods

When responding to the Cost/Price Proposal requirements in the solicitation, the Offeror and associated subcontractors may use any generally accepted estimating technique, including contemporary estimating methods, to develop their estimates. Identify deviations (if any) from your standard estimating procedures (including overhead and G&A applications) in preparing this proposal volume. Indicate whether you have Government approval of your estimating and purchasing systems and provide evidence of such approval. Provide a summary description of your pricing methodology as it pertains to this acquisition.

2.3.2 Fully Loaded Labor Rates (Fixed Rate Table)

The Offeror shall provide the fully-loaded labor rates and the government will compute the Total Evaluated Price (TEP) based on these proposed rates and other fixed price CLINs. Offeror’s shall complete the pricing spreadsheet entitled Fixed Rates Table (ref. Section J Attachment 3). Use the format in Section J Attachment 3 for these fully-loaded labor rates. The Offerors must ensure that all fully-loaded labor rates include all applicable labor overheads, G&A, and cost of money (if proposed), and profit, for the applicable period of performance for each labor category in the spreadsheet. A rate must be proposed for all labor categories. A “no bid” or omitted rate may result in an unfavorable proposal evaluation. The rate tables will be incorporated as an attachment to the resultant contract award and will be the rates used on subsequent ECPs/CCPs subject only to adjustments under the Fair Labor Standards Act (FLSA) or the Service Contract Act (SCA).

2.3.3 Total Evaluated Price (TEP)

The Offeror’s TEP will be computed using Section J Attachment 4 CLIN Price Summary worksheet/spreadsheet.

1. The FFP line items (CLINs XX03, XX06, XX07, XX10, XX12, XX14, XX16, XX20-XX23, XX25, XX31-XX33, XX36-XX37, XX39, XX48, XX50, XX53-XX54, XX56-XX57, XX60-XX61, XX63, XX64, and XX66). Reserved CLINs will not be included in the TEP.

2. A predetermined subset of the proposed fully-loaded rates (Section J Attachment 3 Fixed Rate Table) from the entire projected term of the contract multiplied against a predetermined number of government-generated hours for each rate. The distribution of rates and number of hours per rate will be based upon the government’s best estimate of projected workload over the term of this contract. (CLINs XX08).

3. Throughput pricing. For student and continuation throughput prices, use the government provided instructions in Section J Attachment 4 Range Table Worksheet to build a range table with up to a maximum of 7 ranges per course, utilizing the min/target/max tables in the PWS. The offeror will determine the range limits and the corresponding range price. The offeror will transfer the corresponding range price of the target student number to the instruction CLIN worksheets in Section J Attachment 4. The offeror will input the corresponding price with the corresponding course. This will provide a unit price (based on 12 months) and an extended total. The site unit price and total price are then calculated and transferred to Section J Attachment 4 CLIN Price Summary worksheet. The offeror will populate Section J Attachment 4 CLIN Price Summary, including the instruction CLIN worksheets in Section J Attachment 4 using the offeror developed range table and the government provided student numbers in the PWS. The offeror developed range table will become a part of Section J Attachment 4 at contract award. (CLINs XX04-XX05, XX11, XX13, XX15, XX17-XX19, XX24, XX27- XX30, XX52, XX55, XX58-XX59, XX62, and XX65).

4. Note: Cost Reimbursable/Cost Plus CLINs (XX02, XX09, XX26, XX34-XX35, XX38, and XX49) and Ramp-up CLIN (XX01) will not be included in the TEP.

As stated above, the source selection price evaluation team will review all price proposals submitted to determine whether the offeror has provided pricing that is both reasonable and balanced. In regards to all courseware classes, although priced range tables are required to be provided to accommodate all possible courseware class sizes, a single class size has been provided to the offerors for each course and option year to facilitate the calculation of a Total Evaluated Price (TEP). The TEP is for award purposes only and does not become a contractually binding amount after contract award. The single class sizes that have been provided for purposes of the TEP have been included in the TEP worksheet. The offeror shall populate the TEP worksheet with the appropriate unit prices from the range tables, i.e. the unit price from the range in which each TEP class size falls.

It is understood by the government that there is the possibility that an offeror may attempt to “game” or manipulate his proposed ranges and prices to unfairly lower his TEP. An offeror could provide a small price range that includes the TEP class size and then propose an artificially low price for this range; while the prices for the other ranges that are not included in the TEP would be higher priced. This could be done because the TEP class sizes are only estimates and the actual award class sizes could fall in any of the quantity ranges. An offeror may be tempted to do this in hopes that the actual class size purchased by the government will not be in the TEP class size range, but will actually fall within one of the higher priced ranges.

The source selection price evaluation team will carefully review the range tables for price reasonableness and balance. In the event that it appears to the source selection price evaluation team that the range prices do not follow a logical, consistent and anticipated decrease or increase in comparison to the range prices for the other established ranges of a given course, or if the price for one range appears to be out of sync with the other range prices for a given course, then that proposal will be considered unawardable. In the event the government makes this determination and revision can’t be achieved through discussions, the offeror’s price proposal will be subject to elimination from the contract competition without regard to any other facet of the offeror’s proposal submission.

Labor Rates subject to Collective Bargaining Agreements (CBA) and DOL Wage Determinations For those labor categories which fall under the CBA, they shall be in accordance with FAR 22.1002 – Wage Determination Based on Collective Bargaining Agreements. For CBA and Wage Determination wages, all contract base labor rates shall be proposed using the most current revisions for the base year. All offerors should propose the base year CBA labor rates for all years of the contract, even if there are negotiated CBA rates for contract years 2 and beyond. In other words, we request offerors straight-line their base labor rates for all years. This process will alleviate the burden of the offeror having to accurately project escalation for the out-years of the contract in the TEP. In your proposal, provide the Wage Determination, Revision No. and Revision Date of the published CBA/WD agreement/determination you are using to facilitate future wage determination adjustments.

Offerors are requested to provide both the base labor rate and the fully-loaded rate (inclusive of base labor, all other applicable direct and indirect costs, and profit) for all labor categories and contract years. This is also to facilitate adjustments under the appropriate DOL wage determinations. When DOL-generated base labor rates are eventually available and rates are then calculated for the contract out-years, the adjustments made to the fixed fully-loaded rates will only be the difference between the base labor rate originally established in the contract, and the CBA and/or DOL Wage Determination base labor rate. Adjustments will be made only at the direct cost line, no increases or adjustments will be made for indirect expenses and profit.

This process will also preclude offerors from “gaming” the Total Evaluated Price (TEP) to obtain a contract award by understating escalation for the contract years beyond year 1 that will eventually be determined by the applicable wage determination law.

2.3.4 Pricing Assumptions

Summarize all significant pricing assumptions, scope limitations, and/or qualifications of the Cost/Price proposal. The Pricing Assumptions section shall not exceed two pages.

3 Volume II Technical Proposal

The technical proposal shall contain narratives of the offeror’s methodology for compliance to the following technical factors:

The technical proposal shall contain a main body, which shall follow the outline of the PWS (Section J Attachment 1), and a number of appendices as instructed below. Use section titles appropriate to the PWS (Section J Attachment 1) section. Failure to meet a requirement may result in an offer being determined technically unacceptable.

The technical proposal shall be clear, concise, and include sufficient detail for effective evaluation. An executive summary to the technical proposal may be included. The proposal shall not simply rephrase or restate the Government’s requirements, but rather shall provide convincing documentation to address how the Offeror will meet these requirements. There will be no reference to rates or price in this volume. Offerors shall assume that the Government has no prior knowledge of their certifications, facilities and/or structural, mechanical, and avionics capabilities, and will base its evaluation on the information presented in the Offeror’s proposal. The information provided will be evaluated to assess technical acceptability in accordance with Section M, Evaluation Factors for Award. Cross-referencing from the main body to the appendices is acceptable. Cross-referencing from the appendices to the main body is NOT acceptable.

3.1 Main Body

Section 1. Executive Summary. The offeror may use this section as it deems necessary to provide a short executive summary of the overall approach.

Section 2. Definitions and Abbreviations. At a minimum, a glossary of all abbreviations used in the proposal shall be provided.

Section 3. Performance requirements Methodology. The proposal shall mirror the outline of the PWS with the following exceptions:

Integrated Master Plan (IMP). A Draft IMP shall be provided IAW the CDRL requirements (A007, A008) as Appendix B addressing the requirements of PWS section 5.3.1. A Draft Integrated Master Schedule (IMS) shall be provided IAW the CDRL requirements (A006) as Appendix C addressing the requirements of PWS section 5.3.2

3.2 Appendices

Appendix A. PWS-RTM. Submit a completed PWS Requirements Traceability Matrix (PWS-RTM) as provided in the solicitation (Section J Attachment 2). The PWS-RTM includes the Visual System Replacement Requirements Traceability Matrix (VSR-RTM). Only the “technical proposal paragraph” and the “cross reference(s)” columns are to be completed. The government will use the “comply block” as a checklist to verify that the offeror has complied with that requirement. The offeror should exercise caution to ensure that that the proposal cross references are correct.

Appendix B. Integrated Master Plan (IMP). Include Draft IMP IAW CDRL A007/A008 instructions and PWS section 5.3.1 (Section J Attachment 1).

Appendix C. Integrated Master Schedule (IMS). Include Draft IMS IAW CDRL A006 instructions and PWS Section 5.3.2 (Section J Attachment 1), and a rolled-up IMS in a PDF format showing an overview of the program and its key dates and milestones shall be provided.

4 Volume III Past Performance

4.1 Organization

Section 1. Title Page, Table of Contents, Executive Summary not to exceed 3 pages. At a minimum the executive summary shall describe the capabilities and roles that will be provided by the contractor and all subcontractors/teaming partners.

Section 2. List of Drawings/Tables/Graphs/Figures/Charts, Glossary

Section 3a. Past Performance Information Sheets (PPISs) (Attachment L-1) in accordance with specific guidance below

Section 3b. The purpose of the spreadsheet is to capture the total scope of work that the Offeror has ongoing or completed in the past three (3) years. The Government may obtain and use performance information on any or none of these programs. The table shall include (as a minimum) current information as follows:

Section 3c. Consent Letters (Attachment L-4) executed by each subcontractor, teaming partner, and/or joint venture partner, authorizing the release of past performance information so the offeror can respond to such information.

Section 3d. Client Authorization Letters (Attachment L-5) for each identified effort for a commercial customer authorizing release to the Government of requested information on the offeror’s performance.

4.1.1 Past Performance Information Sheets (PPIS) (Section 3a)

The PPIS (Attachment L-1) will be used to submit information on no more than ten (10) of the most relevant contracts performed by the prime offeror, key partners or subcontractors for Federal agencies and commercial customers during the 3 years prior to the date of issuance of this solicitation. Limit each PPIS to 7 pages, or a total of 70 pages for all PPIS submitted. Submit five (5) hard copies, and two (2) digital copies. Relevant contracts include performance of efforts involving Aircrew Training Systems management and modifications in the areas of Aircrew Training, Contractor Support, Management, and Avionics Modernization Program (AMP) of efforts that are similar in scope, magnitude, and complexity than the effort described in this solicitation.

The offeror has discretion in determining the most beneficial mix and quantity of contracts by prime offeror, key partners, or subcontractors covering as many of these elements as is practical. A minimum of three (3) contracts shall be for the prime offeror and if less than ten (10) relevant contracts are submitted, the contractor shall specifically state and acknowledge its number is less than the ten (10) it could submit.

If the customer for any PPIS is a potential offeror (or critical subcontractor) for this solicitation, the offeror shall provide the POCs for the next higher level customer. Example, if Contractors X and Y are both potential offerors for this solicitation and Contractor X was a subcontractor to Contractor Y on workload performed for the government, then Contractor X shall provide both Contractor Y and the government POCs for each applicable PPIS.

The evaluation of past performance information will take into account information regarding predecessor companies, key personnel who have relevant experience, or subcontractors that will perform major or critical aspects of the requirement when such information is relevant to the acquisition and will be considered in the evaluation. If a teaming arrangement is contemplated, provide complete information as to the arrangement, including any relevant and recent past performance information on previous teaming arrangements with same partner. If this is a first time joint effort, each party to the arrangement must provide a list of past and present relevant contracts. As with all past contracts identified in the proposal, use the PPIS (Attachment L-1).

4.1.2 Consent Letter (Section 3c)

A Consent Letter (Attachment L-4) is provided because past performance information pertaining to a subcontractor cannot be disclosed to the prime offeror without the subcontractor’s consent. Provide with the proposal a letter from subcontractors that will perform major or critical aspects of the requirement, consenting to the release of their past performance information to the prime contractor.

4.1.3 Client Authorization Letter (Section 3d)

A Client Authorization Letter (Attachment L-5) is provided because the government needs requested information on the offeror’s past performance and the government will need consent before contacting commercial customers to assess the offeror’s past performance.

4.2 Performance Surveys

The government will evaluate the quality of offeror's performance deemed relevant to the requirements of this RFP. The government will use information submitted by the offeror, by independent submittals of questionnaires and other sources such as other Federal Government offices and commercial sources, to assess performance. Relevant performance includes performance of efforts involving support with same effort and complexities this solicitation requires.

4.3 Questionnaires

The Government requests the Offeror send out Past Performance Questionnaires (Attachment L-3) to each of the Customer Points of Contact (POC) (EN, PM and CO) for each PPIS identified in the Past Performance Volume. A Past Performance Cover Letter is provided (Attachment L-6), the cover letter shall be provided with the Past Performance Questionnaire to each customer, as it provides directions for the completion of the Past Performance Questionnaire.

POCs will submit completed questionnaires directly to the Government to David Young at david.young@hill.af.mil. Once the Past Performance Questionnaires are completed by the POCs, the information contained therein shall be considered sensitive and shall not be released to the offeror. A fax cover sheet for transmitting the questionnaire to the POC is provided (Attachment L-2).

4.4 Clarifying Submitted Past Performance

In addition to past performance questionnaires for each relevant contract submitted, the government will use, as available, information submitted by the offeror, independent submittals of questionnaires and the Performance Confidence Assessment Group (PCAG) may contact the points of contact provided by the Offeror for the purpose of ascertaining and/or clarifying past performance information.

4.5 Other Past Performance Instructions

It is not presumed that the Offeror’s past performance has been perfect. Rather, the proposal should contain evidence of the Offeror’s ability to isolate the root causes of problems and should include in their PPIS a description of programs or actions taken to resolve those causes. Problems not addressed by the Offeror, but found by the Government during the evaluation of the information in this volume, will be assumed to still exist. Note: In the case of Contractor Performance Assessment Report System (CPARS), if your input has already been provided and the rationale/ circumstances have not changed, DO NOT repeat them here. The Government will use data provided by each Offeror in this volume and may use data obtained from other sources in the development of the confidence assessment.

ATTACHMENT L-1: PAST PERFORMANCE INFORMATION SHEET (PPIS)

Past Performance Information (PPI): Offeror’s must use the PPI template database provided by request from the PCO as part of this Request for Proposal (RFP) for their electronic proposal submittal of relevant past performance contract information. Hard copies of the pages generated from this database shall be used in the hard copy of the past performance volume subject to the limitations outlined in this RFP and should be Section 3a of the past performance volume. Save the PPI database file as prime contractor name + RFP number (e.g. XYZCompanyFA862606R0001.mdb).

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. Provide a separate completed form for each contract/program submitted. Limit the number of past efforts submitted and the length of each submission to the limitations set forth at paragraph 4 of Section L of this solicitation.

A. Offeror Name (Company/Division), CAGE Code, DUNS Number

(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.)

B. Program Title

C. Contract Specifics - Contracting Agency or Customer, Contract Number, Contract Type, Period of Performance, Original Contract Dollar Value, Current Contract Dollar Value, If Amounts for 5 and 6 above are different provide a brief description of the reason

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)

E. Completion Date - Original date, Current Schedule, Estimate at Completion, How Many Times Changed, Primary Causes of Change

F. Primary Customer Points of Contact: (For Government contracts, provide current information on all three individuals. For commercial contracts, provide points of contact fulfilling these same roles.)

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

H. For requirements under the Technical Acceptability factor in Section M, illustrate how your experience in Training, Contractor Support, Management, and AMP applies.

I. Specify, by name, any key individual(s) who participated in this program and are proposed to support the instant acquisition. Also, indicate their contractual roles for both acquisitions.

J. Include relevant information concerning your compliance with subcontracting plan goals for small disadvantaged business (SDB) concerns, monetary targets for SDB participation, and notifications submitted under FAR 52.219-25, Small Disadvantaged Business Participation Program—Disadvantaged Status and Reporting.

K. Include relevant information concerning your compliance with FAR 52.219-8, Utilization of Small Business Concerns, on the contract you are submitting.

L. Identify whether a subcontracting plan in accordance with FAR 52.219-9, Small Business Subcontracting Plan, was required by the contract you are submitting. If one was required, identify, in percentage terms, the planned versus achieved goals during contract performance. If goals were not met, please explain.

M. Describe the nature or portion of the work on the proposed effort to be performed by the business entity being reported here. Also, estimate the percentage of the total proposed effort to be performed by this entity and whether this entity will be performing as the prime, subcontractor, or a corporate division related to the prime (define relationship)

ATTACHMENT L-2: PAST PERFORMANCE QUESTIONNAIRE Cover SHeet

Fax

Urgent For Review Please Comment Please Reply Please Recycle Comments: Please provide a brief synopsis of the information that you are faxing.

ATTACHMENT L-3: PAST PERFORMANCE QUESTIONNAIRE

WHEN FILLED IN THIS DOCUMENT IS SOURCE SELECTION SENSITIVE INFORMATION IAW FAR 2.101 AND 3.104

SECTION 1: CONTRACT IDENTIFICATION

A. Contractor: ______________________________________________________________________

B. Cage Code of contractor contract was awarded to: _________________________________

C. Contract number: _______________________________________

D. Contract type: ______________________________

E. Was this a competitive contract? Yes _____ No _____

F. Period of performance: _________________________________________________________

G. Initial contract cost: $____________________________

H. Current/final contract cost: $_______________________________

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

J. Description of service provided: _______________________________________________________

SECTION 2. CUSTOMER OR AGENCY IDENTIFICATION

A. Customer or agency name: ____________________________________________________________

B. Customer or agency description (if applicable): ___________________________________________________________________________

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

SECTION 3. EVALUATOR IDENTIFICATION

A. Evaluator's name: ___________________________________________________________________

B. Evaluator's title: ____________________________________________________________________

C. Evaluator's phone/fax number: _________________________________________________________

D. Number of years evaluator worked on subject contract: _____________________

SECTION 4: EVALUATION

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:

CODE PERFORMANCE LEVEL

B BLUE/EXCEPTIONAL - Performance meets contractual requirements and exceeds many to the Government’s benefit. The contractual performance of the element or sub-element being assessed was accomplished with few minor problems for which corrective actions taken by the contractor was highly effective.

P PURPLE/VERY GOOD- Performance meets contractual requirements and exceeds some to the Government’s benefit. The contractual performance of the element or sub-element being assessed was accomplished with some minor problems for which corrective actions taken by the contractor was effective.

G GREEN/SATISFACTORY – Performance meets contractual requirements. The contractual performance of the element or sub-element contains some minor problems for which corrective actions taken by the contractor appear or were satisfactory.

Y YELLOW/MARGINAL – Performance does not meet some contractual requirements. The contractual performance of the element or sub-element being assessed reflects a serious problem for which the contractor has not yet identified corrective actions. The contractor’s proposed actions appear only marginally effective or were not fully implemented.

R RED/UNSATISFACTORY – Performance does not meet most contractual requirements and recovery imely manner. The contractual performance of the element or sub-element contains a serious problem(s) for which the contractor’s corrective actions appear or were ineffective.

.N NOT APPLICABLE - Unable to provide a score.

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).

B

P

G

Y

R

N

Training

1. Execution of training and graduating students on schedule from academic/simulator training, including ability to identify students not progressing normally, ability to document their training, and ability to provide remediation for all students prior to release of students to flightline training

Notes:

2. Contractor’s ability to schedule training hours as required to meet student throughput and manage course frequency and implementing/maintaining an events-managed program for continuation training

Notes:

3. Contractor’s ability to develop, maintain, and utilize lesson plans to identify minimum equipment required to achieve training objectives and contractor’s ability to develop an acceptable Instructional System Development (ISD) plan

Notes:

Contractor Support

1. Effectiveness of the Training System Support Center (TSSC) or equivalent for the operation of achieving the overall objective(s) of the TSSC general requirements and TSSC functions

Notes:

2. Contractor’s ability to maintain configuration management and traceability back to accepted product baselines and comply with Simulator Certification (SIMCERT) or equivalent requirements

Notes:

Notes:

3. Contractor’s ability to update, modify, and maintain a master library and Training Management System (TMS) or equivalent

Notes:

4. Effectiveness of Logistics Support (supply/spares) program, and performance of total maintenance on Aircrew Training Devices (ATDs), spares, and Support Equipment (SE)

Notes:

5. Effectiveness of managing modification events (including minimizing ATD downtime during any modification), event entry and exit criteria, milestones, deliverables, spares and SE, On-the-Job Training (OJT), and courseware

Notes:

Notes:

6.Execution of modification reviews to include System Requirements Review (SRR), Preliminary Design Review (PDR), Critical Design Review (CDR), Engineering Design Reviews (EDRs), working groups, technical interchange meetings, etc. and test and acceptance of modifications, to include test plans, test procedure development, Functional Configuration Audits (FCAs), Physical Configuration Audits (PCAs), etc or equivalent modification milestones.

Notes:

Management

1. Contractor’s execution to manage, update, and maintain the contract Integrated Master Plan (IMP) and Integrated Master Schedule (IMS) or equivalent documents

Notes:

2. Contractor’s ability to maintain key personnel and provide qualified personnel to teach, operate and maintain training and training devices, including appropriate security clearances

Notes:

3. Contractor provided instructors that are Subject Matter Experts (SMEs) trained in instruction methodology, instructors provided are qualified flight instructors to the platform they are instructing

Notes:

4. Ability to meet small business goals set forth in the approved subcontracting plan.

Notes:

5. Ability to effectively manage subcontractor’s participation to meet technical performance.

Notes:

Avionics Modernization Program (AMP)

1. Contractor’s execution in integrating new and modified ATDs into an existing program.

Notes:

2. Contractor’s execution in supporting the design, development, and modification of new and existing devices

Notes:

3. Contractor’s execution in developing and delivering Initial aircrew Qualification courseware, including performing the Small and Large Group Tryouts (SGTO/LGTO)

Notes:

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

Yes___ Default___ Convenience___ Pending Terminations___ No ___

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

SECTION 5: NARRATIVE SUMMARY

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

Please provide any additional comments concerning this contractor’s performance, as desired.

Evaluator’s Signature Date

Thank you for your prompt response and assistance!

Please return this completed questionnaire…