POU_Section_L_draft_23_Feb_15.pdf

POU Program 23 February 2015

FAR 52.212-1 - ADDENDUM

INSTRUCTIONS TO OFFERORS (ITO)

POINT OF USE (POU)

SOURCE SELECTION

1. PROPOSAL PREPARATION INSTRUCTIONS

This acquisition will utilize Lowest Price Technically Acceptable (LPTA) source selection 1.1.

procedures in accordance with (IAW) the Federal Acquisition Regulation (FAR) 15.101-2.

Technical tradeoffs will not be made and no additional credit will be given for exceeding acceptability.

To assure timely and equitable evaluation of proposals, offerors must follow the instructions 1.2.

contained herein. Offerors are required to meet all solicitation requirements, including all stated terms, conditions, representations, certifications, and technical requirements, in addition to those identified as evaluation factors or sub-factors. Offerors must clearly identify any exception to the solicitation terms and conditions and provide complete accompanying rationale. The response shall consist of four (4) separate volumes; Volume I - Price, Volume II - Technical, Volume III - Past Performance; and Volume IV - Contract Documentation.

2. PROGRAM STRUCTURE AND OBJECTIVES

The Government intends to award one contract for the Point of Use (POU) support program. 2.1.

However, the Government reserves the right to award no contract if the Source Selection Authority (SSA) determines it is in the Government's best interest. The SSA will consider the Government's expected volume of work, available funding, adequate competition, and the availability of best value proposals. If the Government determines to not award the contract the Government is not liable for the costs incurred. The Government reserves the right to award a contract without discussions.

Budget/Funding Information - Funding will be obligated on each task order awarded under the 2.2.

basic contract.

3. GENERAL INSTRUCTIONS

This section provides general guidance for preparing proposals as well as specific instructions on 3.1.

format and content. The offeror's proposal shall include all data and information requested and shall be submitted IAW these instructions. Any offeror who submits an incomplete package may be considered non-responsive and eliminated from the competition. The offer shall be compliant with the requirements as stated in the Performance Work Statement (PWS) (Section J Attachment 1), Contract Data Requirements Lists (CDRLs), and Model Contract/Solicitation. Non-conformance with these instructions may result in an “Unacceptable” proposal evaluation.

Include Sufficient Detail - The proposal shall be clear, concise, and shall include sufficient detail 3.2.

for effective evaluation and for substantiating the validity of stated claims. The proposal shall not simply copy and paste, rephrase, or restate the Government's requirements, but rather shall provide convincing rationale to address how the offeror intends to meet these requirements.

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Offerors shall assume that the Government has no prior knowledge of their experience and will base its evaluation on the information presented in the proposal.

Embellishments Not Preferred - Elaborate brochures or documentation, binding, detailed artwork, 3.3.

or other embellishments are unnecessary and are not preferred.

The proposal acceptance period is specified in Block 11 of the Standard Form (SF) 1447 Model 3.4.

Contract/Solicitation. Offerors providing less than the specified calendar days for Government acceptance after the date offers are due may be considered non-responsive and may be eliminated.

IAW FAR 4.8, the Government will retain one copy of all unsuccessful proposals. Unless the 3.5.

offeror requests otherwise, the Government will destroy extra copies of such unsuccessful proposals.

Point of Contact - The Contracting Officer (CO) is the sole point of contact for this acquisition. 3.6.

Address any questions or concerns you may have to the CO. Written requests for clarification may be sent to the CO at the address below:

AFSC/OL:H/PZIEB

Attn: Ryan K. Nichols 6038 Aspen Ave, Bldg 1289 NE Wing Hill AFB, UT 84056 Office (801) 777-8779 ryan.nichols.4@us.af.mil

Pre Award Debriefings - The CO will promptly notify offerors of any decision to exclude them 3.7.

from the competitive range, whereupon it may request and receive a debriefing IAW FAR 15.505.

Post Award Debriefings - The CO will notify unsuccessful offerors in the competitive range of 3.8.

the source selection decision IAW FAR 15.506. Upon such notification, unsuccessful offerors may request and receive a debriefing. Offerors requesting a debriefing must make their request IAW the requirements of FAR 15.505 or 15.506, as applicable.

Discrepancies - If an offeror believes that the requirements in these instructions contain an error, 3.9.

omission, or are otherwise unsound, the offeror shall immediately notify the CO in writing with supporting rationale. The Government reserves the right to award this effort based on the initial proposal, as received, without discussions.

Electronic Reference Documents - All referenced documents for this solicitation are available 3.10.

on the Federal Business Opportunities (FedBizOpps) website at http://www.fedbizopps.gov.

Potential offerors are encouraged to subscribe for real-time e-mail notifications when information has been posted to the website for this solicitation.

Oral Presentation - Oral presentations will not be allowed. 3.11.

Amendments to Solicitation - If this Request for Proposal (RFP) is amended, all terms and 3.12.

conditions that are not amended remain unchanged. Offerors shall acknowledge receipt of any

L2 http://www.fedbizopps.gov/ amendment to this request by the date and time specified in the amendment(s) by signing and returning the front page of each.

Submission, Modification, Revision, and Withdrawal of Proposals 3.13.

3.13.1. Proposals and modifications to proposals shall be submitted in both paper and electronic media to the address located in paragraph 3.6 of this document, showing the time and date specified for receipt, the solicitation number, and the name and address of the offeror. Late proposals will only be considered IAW FAR 15.208.

3.13.2. Acceptable evidence to establish the time of receipt at the Government installation includes the time/date stamp of that installation on the proposal wrapper, other documentary evidence of receipt maintained by the installation, or oral testimony or statements of Government personnel.

3.13.3. Proposals may be withdrawn by written notice received at any time before award.

Proposals may also be withdrawn in person by an offeror or an authorized representative, if the identity of the person requesting the withdrawal is established and the person signs a receipt for the proposal before award.

Organization/Number of Copies/Page Limits - The title page of each volume must show: 3.14.

3.14.1. Solicitation Number

3.14.2. Company Name, Address, Commercial And Government Entity (CAGE) Code and Data

Universal Numbering System (DUNS) Number

3.14.3. Primary point of contact name, telephone number and email address

3.14.4. Volume number and name (e.g. Volume I, Price) and copy number (i.e. Original, copy 1, copy 2, etc.)

3.14.5. The offeror shall prepare the proposal as set forth in the Proposal Organization table 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 specified.

The volumes identified in the table shall be separately bound in three-ring, loose-leaf binders. Contents of each proposal volume are described in the FAR 52.212-1 Addendum, ITO, paragraph as noted in the table below.

Table 1 - Proposal Organization

VOLUME

FAR 52.212-1

Addendum, ITO

PARAGRAPH #

TITLE COPIES PAGE LIMIT

I 4.0 Price Original plus 1 Hardcopy, and 2 CDs

Unlimited (2 page pricing assumptions limit)

II 5.0 Technical Original plus 4 Hardcopies, and 2 CDs 75 pages

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III 6.0 Past Performance Original plus 1 Hardcopy and 2 CDs 20 pages

IV 7.0 Contract Documentation

Original plus 1 Hardcopy and 2 CDs Unlimited

Page Limitations - Page limitations shall be treated as maximums. If exceeded, the excess 3.15.

pages will not be read or considered in the evaluation of the proposal. Page limitations may be placed on responses to Evaluation Notices (ENs) if applicable. 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, Glossary of Abbreviations and Acronyms, Cross Reference Matrix, and those noted in the Proposed Organization Table as “Unlimited.”

Pricing Information - All pricing information shall be addressed ONLY in the Price Volume 3.16.

(Volume I).

Cross Referencing - Each volume shall be written on a standalone basis so that its contents may 3.17.

be evaluated without cross-referencing to other volumes of the proposal. Information required for proposal evaluation that 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.

The offeror shall fill out the proposal section of the Cross Reference Matrix in the format as 3.18.

provided in Appendix II of FAR 52.212-1 Addendum, ITO , indicating the proposal reference information as it relates to the FAR 52.212-1 Addendum, ITO, and FAR 52.212-2 _ Addendum, Evaluation – Commerical Items, for Award. The Cross Reference Matrix shall be included in the Technical Volume (Volume II). The Cross Reference Matrix addresses each requirement within the PWS (Section J Attachment 1) and FAR 52.212-1 Addendum, ITO and FAR 52.212-2 - Addendum, Evaluation - Commercial Items, factors and sub-factors. The offeror shall fill in the proposal section independently labeled with the appropriate paragraph number or page number from its proposal that addresses the requirement or factor and sub-factor, see Table 2 – Sample Cross Reference Matrix below.

Table 2 – Sample Cross Reference Matrix

FAR 52.212-1

Addendum, ITO

FAR 52.212-2 -

Addendum, Evaluation -

Commercial Items, PWS Proposal

Para. X.x. Para. X.x. Para. X.x. Para. X.x.

Indexing 3.19.

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

3.19.2. Include an indexed list of Tables and Figures. Tables and Figures do not count against the page limitations for their respective volumes.

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

Page Size and Format 3.20.

3.20.1. A page is defined as each face of a sheet of paper containing information. Page size shall be 8.5 x 11 inches, not including foldouts, and printed on both sides. Sheets shall be double-sided which will count as two pages. Except for the reproduced sections of the solicitation document, the text shall be Times New Roman and font size shall be no less than 12 points and lines shall be single spaced. 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, bottom, and sides. Pages shall be numbered sequentially by volume. These page format restrictions shall also apply to responses to ENs if applicable. These limitations shall apply to both electronic and hard copy proposals.

3.20.2. 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, legible and shall not exceed 11 x 17 inches in size. Foldout pages shall fold entirely within the volume, be printed only on one side, 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. For tables, charts, graphs and figures, the text shall be no smaller than 10 point. These limitations shall apply to both electronic and hard copy proposals.

Binding and Labeling - Each volume of the proposal should be provided separately in black or 3.21.

white three-ring loose-leaf binders large enough to permit the volume to lie flat when open.

Staples shall not be used. The outside of each binder shall include a cover sheet, clearly marked as to volume number and title, copy number, solicitation identification and the offeror's name.

The same identifying data should be placed on the spine of each binder. Be sure to apply all appropriate markings including those prescribed IAW 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.

Electronic Offers - The content and page size of electronic copies must be identical to the hard 3.22.

copies. In the event there is a discrepancy between the hard copy and electronic copy, the hard copy shall take precedence. For electronic copies, indicate on each CD the volume number and title. Use separate files for each volume to permit rapid location of all portions, including sub-factor required plans, exhibits, annexes, and attachments, if any. The offeror shall submit Volumes I - IV in electronic format, using read only CDs (i.e. CD-R). Re-writable CDs (i.e. CD- RW) WILL NOT BE READ, EVALUATED, OR CONSIDERED. Each volume shall be 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 2010, MS Excel 2010, and MS-Power Point 2010, as applicable. PDF formats shall NOT be used. Word documents – Set “save as type” to “Word Document (*docx)” only. Excel spreadsheets – Set “Save as type” to Microsoft Excel Workbook (*xlsx).” PowerPoint presentation – Set “Save as type” to “Microsoft PowerPoint 2010 Presentation (*.pptx).”

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Distribution - The "original" proposal shall be identified. Proposals shall be addressed to the 3.23.

CO and mailed or hand-delivered to:

AFSC/OL:H/PZIEB

Attn: Ryan K. Nichols 6038 Aspen Ave, Bldg 1289 NE Wing Hill AFB, UT 84056 Office: (801) 777-8779 E-mail: ryan.nichols.4@us.af.mil

4. VOLUME I – PRICE

General Instructions - The price evaluation criteria will be: (1) Completeness, (2) 4.1.

Reasonableness, (3) Balance, and (4) Total Evaluated Price (TEP) as defined in FAR 52.212-2 - Addendum, Evaluation - Commercial Items, Evaluations of Award of the RFP, which will be assessed from the information provided in this volume. Offerors should review FAR 52.212-2 - Addendum, Evaluation - Commercial Items, criteria to ensure the minimum requirements are met.

Total Evaluated Price (TEP) 4.2.

4.2.1. Offerors shall input into the TEP Worksheet, (Section J Attachment 4), Not To Exceed

(NTE) fully burdened yearly labor prices by machine number lot size and consumable unit prices for all years. Composite prices shall include all direct rates, indirect rates (Overhead, General and Administrative, etc.) and profit necessary for the performance of the entire requirement. Proposed POU Labor prices are Firm Fixed Price (FFP) per year by machine lot size and contractually binding. Proposed Consumable items/tools pricing are FFP per item and contractually binding. Refer to the POU Workload Estimate (Section J Attachment 5) to assist in developing its prices. For the TEP calculation of Labor, the formula for application of the notional machine number lot size will not be disclosed to offerors. For the TEP calculation of Consumable Items/Tools, the notional consumable items/tools quantities used will not be disclosed to offerors. A no bid or an omitted rate may result in an incomplete price submission. The TEP is for evaluation purposes only, however all proposed prices regardless of pricing arrangements are contractually binding.

4.2.1.1. Submit a copy of the completed TEP worksheet in the Price Volume (Volume I) in

Microsoft Excel (non PDF format).

4.2.2. Cost or Pricing Information Requirements - IAW FAR15.402, FAR 15.403-1(b) and 15.403-3(a), “information other than certified 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 reasonableness of the proposed pricing the offeror may be required to submit additional information other than certified cost or pricing data. If, during the source selection process, the CO determines that adequate competition no longer exists, then certified cost and pricing data may be required.

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4.2.3. Rounding – All dollar amounts provided shall not extend beyond two decimal places.

4.2.4. Pricing Assumptions - Summarize all significant pricing assumptions, scope limitations and/or qualifications of the Price Volume (Volume I). IAW with Table 1 – Proposal Organization, pricing assumptions shall not exceed two pages.

4.2.5. Estimating Techniques and Methods - Offerors shall use generally accepted estimating techniques to develop their estimates for prices in the TEP.

5. VOLUME II – TECHNICAL

General - The Technical Volume shall be clear, specific, complete, and include sufficient detail 5.1.

for effective evaluation. Legibility, clarity and coherence are very important. Your responses will be evaluated against the Technical Sub-factors defined in FAR 52.212-2 - Addendum, Evaluation - Commercial Items, , Evaluation Factors for Award. Offerors should review FAR 52.212-2 - Addendum, Evaluation - Commercial Items, criteria to ensure the minimum requirements are met. Provide as specifically as possible the actual methodology the offeror would use for accomplishing/satisfying each sub-factor. There will be no reference to rates or price in this volume. Offerors shall assume that the Government has no prior knowledge of their experience and will base its evaluation on the information presented in the offeror’s proposal. All the requirements specified in the solicitation are mandatory. By the offeror’s proposal submission, the offeror is representing that the company/firm will perform ALL the requirements specified in the solicitation (including PWS); it is not necessary to tell us so in the proposal.

Adequate Responses – It is imperative that the offeror fully describe and provide detail as to how 5.2.

the offeror shall meet the sub-factor requirements. Do not merely copy and paste, rephrase, or restate the objectives or reformulate the requirements specified in the solicitation. Evidence (which clearly demonstrates and supports the offeror’s claims) is essential. The absence of such evidence may result in a technically “Unacceptable” proposal.

Volume Organization - The Technical Volume (Volume II) shall be organized according to the 5.3.

following general outline:

1. Table of Contents

2. List of Table and Drawings

3. Glossary

4. Technical Approach –Management of Expendable Tools and Consumable Supplies

5. Resources Management Approach

6. Experience

Technical 5.4.

5.4.1. Sub-factor One: Technical Approach-Management of Expendable Tools and Consumable Supplies

5.4.1.1. Management of Expendable Tools and Consumable Supplies

5.4.1.1.1. The proposal shall describe in detail the offeror’s management approach toward accomplishing all requirements of the PWS Paragraph 2.

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5.4.1.2. Quality Control Plan

5.4.1.2.1. The offeror shall submit an acceptable Quality Control Plan. The offeror’s

Quality Control Plan shall describe the methodology by which the offeror shall ensure quality effectiveness and comprehensive management; a process to identify, track report on, and analyze quality issues, risks, and trends; and a strategy to identify and resolve deficiencies, identify potential improvements, maintain inspection documentation, and make quality control inspections and corrective actions available to the Government

5.4.2. Sub-factor Two: Resource Management Approach

5.4.2.1. The Resource Management Approach consists of the following areas:

a. Methodology to maintain availability minimum stock levels on day 1

b. Illustrate Ramp-Up Phase with time-lines and risk levels

c. Methodology to meet orderly transition without impact

d. Methodology of initial inventory of expendable tools and consumable supplies

5.4.2.2. The offeror shall submit a plan detailing the number of employees its company will use, types of positions, and the experience level of each type of position to manage the POU support program. Include how the offeror will recruit qualified employees and maintain a skilled and certified workforce. Also, include how employees will be supervised. Demonstrate ability to staff at a level, which accomplishes requirements IAW PWS Section 2.

5.4.3. Sub-factor Three: Experience

5.4.3.1. The offeror shall demonstrate experience in Tools and Consumable

Management.

a. Maintain minimum individual item stock levels within in one business day

b. Adding, deleting or changing POU machine inventory within time frames identified in the PWS

c. Maintenance Support keeping POU machines operational, organized, clean and performing basic and/or preventative maintenance

6. VOLUME III – PAST PERFORMANCE

Offerors shall submit recent, relevant contracts (maximum of three contracts as a Prime 6.1.

contractor) as defined below. The Government will consider this information, along with information obtained from other sources (e.g. Past Performance Information Retrieval System

(PPIRS)).

6.1.1. Recency is defined as performance less than three years old. The Government will not consider performance on contracts/task orders where performance was concluded more than three years prior to this solicitation’s issue date.

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6.1.2. Relevancy is defined as work that involves similar types and complexities of services described in the Request for Proposal (RFP). For Government contracts, any relevant Government contract will be considered and reviewed to determine past performance history.

Offerors may address any performance problems/issues that the Government may identify and 6.2.

explain corrective action taken and current status. The Government will consider this information in determining the offeror’s past performance rating.

6.2.1. An offeror’s failure to address performance problems/issues within this volume does not preclude the Government from using such information in determining a past performance rating.

If a joint venture is contemplated, provide complete information as to the joint venture. Include 6.3.

any relevant and recent past performance information on previous joint ventures with same partner. If this is a first time joint venture, each party to the joint venture must provide a list of past relevant contracts (up to three).

Offerors must use the Past Performance Information (PPI) Tool (Use latest version from 6.4.

FedBizOpps) in order to electronically submit the Past Performance Volume (Volume III) IAW the RFP. See Appendix I – PPI Tool for instructions.

7. VOLUME IV – CONTRACT DOCUMENTATION

Provide all Volume IV Contract Documentation in the prescribed format identified in Table 1- 7.1.

Proposal Organization.

Model Contract/Solicitation Representations and Certifications. 7.2.

7.2.1. Section A – Solicitation/Contract Form: Complete blocks 12 (offerors must input 120 days for acceptance) and 16 of the SF 33. Signature by the offeror on the SF 33 constitutes an offer, which the Government may accept.

7.2.2. Section B – Supplies or Services and Costs/Prices: Do not input pricing information in

Section B of the model contract. All required prices shall be proposed in the TEP Worksheet Section J Attachment 2.

7.2.3. Section I – Contract Clauses

7.2.4. Section K – Representations, Certifications, and other Statements of Offerors:

Complete representations, certifications, acknowledgments and statements. Offeror must have filled out an online provision FAR Clause 52.204-8 Annual Representations and Certifications (May 2014), Online Reps and Certs at System for Award Management (http://www.sam.gov). Offer shall ensure certification as a small business under North American Industry Classification System (NAICS) 336413.

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Ability to obtain resources - Submit acceptable evidence that your company possesses adequate 7.3.

financial resources to perform the contract. This information will be used as part of the Contracting Officer’s determination of responsibility IAW FAR 9.104.

IAW FAR Clause 52.219-14 Limitations on Subcontracting, at least 50 percent of the cost of 7.4.

contract performance incurred for personnel shall be expended for employees of the concern.

Submit documentation that demonstrates how the prime contractor will meet the requirements of the aforementioned FAR Clause.

Submit your Total Case Incident Rate (TCIR) and Days Away, Restricted and/or Transferred 7.5.

(DART) rates, or, injury and illness rates for the past three years. For newly formed entities or other offerors that do not possess three years of consecutive recording data, submit this information for the time period you do possess. The offeror may also submit other comparable data from a recognized agency, such as workers compensation, insurance rates, etc., for the same time period as well.

Plans Required by Regulation or Policy - Submit the following plans IAW applicable 7.6.

FAR/Defense Federal Acquisition Regulation Supplement (DFARS) or PWS Parts.

7.6.1. The following plans are addressed in Volume II, Technical, and do not need to be readdressed in Volume IV, Contract Documentation: Management of Expendable Tools and Consumable Supplies IAW PWS paragraph 2; Quality Control Plan IAW PWS paragraph 11; and Property Management Plan IAW PWS paragraph 5 and FAR 45.201(c)(4) and 52.245-1(f)(1).

The Minimum Guarantee, in the amount of $1,000 will be satisfied through the first task order. 7.7.

Exceptions to Solicitation Requirements – Offerors are required to meet all solicitation 7.8.

requirements, such as terms and conditions, representations and certifications, and technical requirements, in addition to those identified as evaluation factors or sub-factors. Failure to meet a requirement may result in an offer being ineligible for award. Offerors must clearly identify any exception to the solicitation terms and conditions and provide complete accompanying rationale.

Each exception shall be specifically related to each paragraph and/or specific part of the solicitation to which the exception is taken. Provide rationale in support of the exception and fully explain its impact, if any, on the performance, schedule, cost, and specific requirements of the solicitation. This information shall be provided in the format and content of Table 3 – Solicitation Exceptions.

Table 3 – Solicitation Exceptions

SOLICITATION

Document

Page/ Paragraph

Requirement/ Portion

Rationale

PWS, Model Contract/Solicitation, FAR 52.212-1 Addendum, ITO, etc.

Applicable Page and Paragraph Numbers

Identify the requirement or portion to which exception is taken

Describe why the requirement can/will not be met

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Other Information Required 7.9.

7.9.1. Authorized Offeror Personnel – Provide the name, title, telephone number, and email address of the company/division point of contact responsible for negotiating with the Government.

7.9.2. Small businesses who intend to enter into a joint venture must still meet the 50 percent requirement per FAR Clause 52.219-14 and must include in their Contract Documentation Volume IV, evidence of a formal/informal joint venture, to include setting up a SAM account (http://www.sam.gov) that includes a CAGE code and a DUNS Number.

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FAR 52.212-1 ADDENDUM, ITO

APPENDIX I

Downloading the PPI Tool

The PPI Tool can be downloaded by performing the following steps (if you are unable to download the Tool, contact the contracting officer for assistance):

1. Access the FedBizOpps (https://www.fbo.gov/) website.

2. Find the solicitation posting.

3. Locate the “ppi tool” link from the “All Files” column on the solicitation’s

“Notice Details” tab .

4. Select the link and save the “ppi tool” to your computer. Name the file as the prime contractor + RFP number + file extension (e.g. XYZCompanyFA8224-15-R-0027.mdb).

Note: PPI Tools saved in Microsoft version 2007 and greater will be saved with “.accdb” file extension.

Entering information in the PPI Tool

After selecting and saving the tool, enter information by performing the following steps:

1. Open the saved PPI Tool.

2. Select the “Options” button from the “Security Warning” banner, if applicable

. The “Security Alert” pop-up screen displays.

Figure 1: Security Alert Pop-up

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Note:

• Files saved using Microsoft Office 2010 will have the “Enable Content” button on the “Security Warning” banner and therefore will not get a Security Alert pop-up.

• If a "read only" file is opened, in order to populate data in the file, click "Save As" in the "Read- Only" message bar. Enter the filename as the prime contractor + RFP number + file extension (e.g.

XYZCompanyFA8224-15-R-0027.mdb).

3. Select the radio button “Enable this content” and then click “OK.” A setup pop-up screen displays.

Figure 2: Setup Pop-Up

4. Select the “Start” button. The “Application Setup” screen displays.

Figure 3: Application Setup Screen

5. Enter the Offeror’s Name and RFP Number and then click the “Next” button. The application setup continues.

Figure 4: Continue the Application Setup

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6. Choose the appropriate option by selecting the corresponding radio button and then click the “Next” button. The “Contractor’s Menu” displays.

Figure 5: Contractor’s Menu

7. Click the “Step 1: Set up Business Relationships” button to create a business relationship, if applicable, for each contributing contracting organization before proceeding throughout the PPI Tool (refer to FAR 52.212-1 Addendum, ITO of the RFP for detailed instructions). Identify all prime and sub-prime organizations and categorize them according to the appropriate role in the proposed acquisition. The “Business Relationships” screen displays.

Figure 6: Business Relationships

8. Click the “New” button to create a business relationship for the proposed acquisition. An additional “Business Relationships” screen displays.

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Figure 7: Enter New Business Relationship

9. Complete the fields as follows (fields marked on the screen with an asterisk ‘*’ are required):

• Contractor’s Name: Self-explanatory

• Role in Proposed Acquisition: Choose one of the four options – Prime, Sub, Joint Venture, or Other (Explain). An explanation comment box will display when you select “Other.”

• Place of Work: Location where contractor will perform work.

• Percentage of Work: Identify percentage of work contributed by specified contracting organization.

• Responsibilities: Detail responsibilities of specified contracting organization.

10. Select one of the buttons at the bottom of the screen.

• Add – Saves the current business relationship and allows for the addition of a new one.

• Close – Cancels the current business relationship without saving.

Note: In order to edit or delete an existing business relationship in the list, double-click on it.

11. Select the “Close” button on the “Business Relationships” screen after all of the business relationships has been added.

12. Click the “Step 2: Enter Past Performance Information (PPI)” button to enter the Past Performance Information. The “Past Performance” screen displays.

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Figure 8: Past Performance

13. Click the “New” button to enter Past Performance Information for the proposed acquisition. An additional “Past Performance” screen displays.

Figure 9: Enter Past Performance Information

14. Complete the fields on each of the tabs as follows (fields on the screen marked with an asterisk ‘*’ are required):

• Contract Information Tab

Contractor: Select from the dropdown the appropriate contractor.

Cage Code: Self-explanatory.

Contract Number: If you don’t have a contract number, enter “N/A.”

Program Title: Enter full name of program.

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Contracting Agency/Customer: Enter servicing contracting agency and customer (office symbols suffice).

DUNS Number: Self-explanatory

Delivery Task/Order: If the order is provided as a stand-alone reference, enter the task/call/delivery/purchase order number.

Contract Type: Enter Firm-Fixed-Price (FFP), Cost Plus Fixed-Fee (CPFF), Indefinite Delivery/Indefinite Quantity (ID/IQ), LH, Blanket Purchase Agreement (BPA), Cost Plus Incentive-Fee (CPIF), Cost Plus Award Fee (CPAF), etc. For additional clarification, click the question mark button.

Short Program Title (i.e. Acronym): Enter abbreviated title for the program or enter “N/A.”

Contract Dollar Value:

o Original: Input total contract dollar value, with all options if applicable, in the amount originally awarded on the referenced contract.

If ID/IQ or BPA, provide total ceiling.

If stand-alone task/call/delivery/purchase, provide amount of the individual contract.

o Current: Input total contract dollar value, with all options if applicable, as the contract stands at time of PPI submission.

If ID/IQ or BPA, provide total ceiling.

If stand-alone task/call/delivery/purchase, provide amount of the individual contract.

Period of Performance (mm/dd/yy) o Start Date: Input start date of contract.

o Original End Date: Input original end date based on award.

o Current End Date: Input end date, as the contract stands at time of PPI submission.

o Explain the differences in Period of Performance, if applicable: Enter an explanation of the difference between “Original End Date” and “Current End Date.”

• Program Details Tab

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Brief Description of Effort as:

o Select Prime, Sub, Joint Venture, or Other (Explain). An explanation comment box will display when you select “Other.”

o Provide a brief description of the service provided and actual work performed under this contract reference.

o ****If applicable: Provide information on problems encountered on the identified contracts. At a minimum, briefly describe the problem experienced, actions taken to alleviate the problem, and whether or not the problem was satisfactorily overcome.****

Explain how your experience on this program is relevant for each sub-factor under the Technical Factor in FAR 52.212-2

- Addendum, Evaluation - Commercial Items, of the RFP, including any unique aspects that demonstrate relevancy in this effort. Provide evidence to support how the contract referenced has relevant experience and demonstrates the ability to perform the solicitation requirements as described in FAR 52.212-2 - Addendum, Evaluation - Commercial Items, of the RFP. As applicable, address how the proposed reference relates to each of the Technical Sub-factors.

• POC & Key Individuals Tab

Customer Points of Contact: Click the “Program/Site Manager,” “Contracting Officer” or “Admin POC” button for the point of contact that you would like to add, edit, or delete.

Note: For government contracts provide current information on Program Manager, Contracting Officer, and Admin POC, if available.

15. Select from the buttons at the bottom of the Past Performance screen:

• Save – Saves the Past Performance Information and displays the “Contract Information” tab on the Past Performance screen.

• Close – Closes the Past Performance screen. If there were any updates, a pop-up window displays asking to save before closing.

• Delete – Deletes the current PPI record. A pop-up window displays, select “Yes” to delete the record or “No” to close the window without deleting the record.

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Note: In order to edit or delete an existing PPI record in the list, double-click on it.

16. Select the “Close” button on the “Past Performance Information” screen after all of the PPI records have been added.

Printing Reports and Submitting PPI Tool

In order to print the Business Relationships and PPI reports, perform the following steps:

1. Click the “Step 3: Print Report” button . A pop-up displays asking which report to print.

Figure 10: Select Report to Print

2. Select separately each of the two options, “Business Relationships” or “Past Performance.” The Business Relationships and Past Performance documents will print separately; combine the two to create your Past Performance Volume.

In order to submit the Business Relationships and PPI, perform the following steps:

3. Click the “Step 4: Submit” button . The “Submission Instructions” screen displays.

Figure 11: Submission Instructions

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4. Follow the submission instructions. Hard copies of the pages generated from this tool shall be used in the hard copy of the Past Performance Volume subject to the limitations outlined in this RFP and should be included in the Past Performance Volume.

Note:

• Submit an electronic copy (e.g. CD) of the saved PPI database file with your proposal. Enter the filename as the prime contractor + RFP number + file extension (e.g. XYZCompanyFA8224-15- R-0027.mdb).

• Once the file is saved to a CD or any location that is marked as “Read-only,” it must first be saved to the desktop in order to read/edit the file.

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FAR 52.212-1 ADDENDUM, ITO

APPENDIX II

Cross Reference Matrix Volumes I, II, III, and IV

FAR 52.212-1

Addendum, ITO

Paragraph

FAR 52.212-2 -

Addendum, Evaluation -

Commercial Items, Paragraph

PWS Paragraph Proposal

4.1 2.3 N/A

4.2 2.3 N/A

5.4.1.1 2.4.4.1 (a)

2.1 2.4.1.1 2.4.1.2

2.4.1.2.1 2.4.2.2

2.4.2.2.1 2.4.2.2.2 2.4.2.3 2.4.2.5

5.4.1.2 2.4.4.1 (b) 11.1 11.2 11.3

5.4.2.1 2.4.4.2.1 (a) 9.1.1 9.1.7

5.4.2.2 2.4.4.2.2 N/A

5.4.2.2 2.4.4.2.3 N/A

5.4.3.1 2.4.4.5.1

2.1 2.2.3

2.2.3.4 2.2.4.2 2.2.4.3 2.4.2.2

2.4.2.2.1 2.4.2.2.2 2.4.2.2.3

6.1 2.5 N/A 7 2.6.1 N/A

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