Updated 52.212-1 Instructions.pdf

ADDENDUM TO FAR 52.212‐1 Instructions to Offerors Commercial Items

This section is an addendum to FAR 52.212-1 and provides general guidance for preparing proposals as well as specific instructions on the format and content. Offeror proposals must include all data and information requested in this solicitation and must be submitted in accordance with these instructions. Non-conformance with the instructions provided in the solicitation and this section may result in an unfavorable proposal evaluation or rejection of the proposal. The proposal shall be clear, concise, and shall include sufficient detail for effective evaluation and for substantiating the validity of stated claims.

Offerors shall prepare their offers IAW FAR 52.212‐1, in addition the following information/actions shall be included/completed:

a. CAGE Code

b. Payment terms (net30) or discount

c. Primary point of contact, including phone number and email address

d. Date that the offer expires, offers shall be valid for a minimum of 90 days

g. Offers shall be submitted electronically to the PCO by the date required herein

4.1. Electronic Format Requirements

Offerors shall submit their proposals in digital format readable and searchable by Adobe

Acrobat, Microsoft Word, Microsoft Office Excel, and Microsoft Office Power Point, as applicable. All portions of the proposal’s electronic version should be searchable for text in the host program. This includes narratives as well as all tables, foldouts, graphics, and figures.

4.2. Ground Rules & Assumptions

Offerors shall establish, as determined necessary by the offeror, ground rules and assumptions being made in development of their proposals. Ground rules shall represent a common set of standards that provide guidance and minimize conflicts in definitions.

Assumptions shall represent a set of judgments being made by the offeror about past, present, or future conditions postulated as true in the absence of positive proof. This information shall be provided in the format and content shown below as determined necessary and informative by the offeror.

4.3. Exceptions to Solicitation Requirements

Offerors shall identify exceptions, as determined necessary by the offeror, being taken to any of the solicitation requirements and/or terms and conditions. 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 shown below as determined necessary and informative by the offeror.

4.4. Specific Content Requirements

Offerors are encouraged to use the following format for submission of offers. Specific elements of offeror submissions are mandatory as explained herein. Failure to include mandatory elements within the offeror submissions may result in the offer not being considered for award.

4.4.1. Offer Formatting

The Government recommends the following structure and elements for proposals.

Offerors shall review specific elements of each section for mandatory requirements.

Ground Rules & Assumptions Format

Solicitation

Document

Page/ Paragraph Requirement/Portion Rationale Impact/(s)/Risk(s)

Performance Work

Statement (PWS), Solicitation, Section, etc.

Applicable

Section, Page and Paragraph

Numbers

Identify the requirement or portion to which the ground rule or assumption is being made

Describe why the ground rule or assumption is being made

Describe the impact(s)/risk(s), if any, associated

Exceptions to Solicitation Format

Solicitation

Document

Page/ Paragraph Requirement/Portion Rationale Impact(s)/Risk(s)

PWS, Solicitation, Section, etc.

Applicable

Section, Page and Paragraph

Numbers

Identify the requirement or portion to which the exception is taken

Describe why the requirement will not be met

Describe the impact(s)/risk(s), if any, on the requirements

• Cover Letter (Limited to 1 page)

• Table of Contents (TOC)

• GR&As and Exceptions to Solicitation Tables

• Contractor Responsibility Statement(s) (Limited to 8 pages)

• Completed and signed Standard Form (SF1449), and any applicable amendments

• Offeror specific content for technical approach (Limited to 20 pages)

• Offeror specific content for past performance (Limited to 3 Contracts/Projects at 5 pages each)

• Offeror specific content for pricing (No page limitation)

4.4.2. Cover Letter (Mandatory)

The offeror Cover Letter shall include at a minimum:

Authorized Offeror Personnel – Provide the name, title, and telephone number of the company/ division point of contact regarding decisions made with respect to your proposal and who can obligate your company contractually. Also, identify those individuals authorized to negotiate with the Government.

Company Information – Provide the company/division physical address and county, identifying codes, and facility code; commercial and Commercial and Government Agency (CAGE) Code; Data Universal

Numbering Systems (DUNS) number; size of business for the applicable NAICS (large or small); and labor surplus area designation (if an offeror is located in the United States – if located outside of the

United States no labor surplus area designation is needed).

4.4.3. Table of Contents (TOC) (Optional)

Inclusion of a TOC is optional but is strongly encouraged to assist the Government with evaluation of proposals.

4.4.4. GR&As and Exceptions to Solicitation Tables (Optional)

Offerors are encouraged to include specific GR&As and exception tables (reference sections 4.2 and 4.3 herein) related to their proposals in the Government suggested table formats for purpose of communicating to the Government any assumptions made or exceptions taken by the offeror. If offers do not contain any data within this section, the Government will assume that no assumptions or exceptions were determined applicable by the offeror.

4.4.5. Contractor Responsibility Statement(s) (Mandatory)

The offeror shall include information pertaining to their responsibility. Offerors must meet the minimum responsibility requirements in order to be eligible for contract award.

Offerors shall provide validation of their responsibility in the following areas, or demonstrate an ability to obtain them:

4.4.5.1. Adequate financial resources to perform contract requirements.

4.4.5.2. Ability to meet required delivery schedules.

4.4.5.3. A demonstrated history of satisfactory contract performance.

4.4.5.4. A satisfactory record of integrity and business ethics.

4.4.5.5. Adequate organization, experience, accounting, operational controls and technical skills to perform all contract requirements.

4.4.5.6. Adequate production, construction, technical equipment, and facilities to perform all contract requirements.

4.4.5.7. A process for ensuring that prospective subcontractors are responsible for meeting subcontract requirements.

4.4.5.8. Validation that the offer is otherwise eligible to receive a contract award under applicable laws and regulations.

4.4.6. Completed RFP/Solicitation (Mandatory)

Using the Standard Form (SF1449) provided in the solicitation, the offeror shall, at a minimum, complete all required blocks within the SF, and sign and date the SF. If any amendments to the solicitation are issued, the Offeror must acknowledge each amendment number and sign and date a copy of each amendment.

• The offeror’s legal name and address must match the information for the offeror in http://www.sam.gov, including the corresponding Commercial and Government Agency

(CAGE) Code Number and Unique Entity Identifier (UEI) Number (Note: the address listed in applicable SF block will be the official mailing address used by the Government for letter correspondence, if necessary).

• The name, title, signature and date on the SF must be an authorized representative with authority to commit the offeror to contractual obligations.

• Section B – Supplies or Services and Prices, including ceiling prices, will be completed by the Government at time of award (Offerors are directed to follow proposal pricing instructions included herein for structuring and submitting their pricing information)

• Section K – The offeror shall complete and submit all Representations and

Certifications in accordance with the instructions in Section K.

4.4.7. TECHNICAL FACTORS Offeror Specific Content for Technical Approach

(Mandatory)

The following information shall be included in offeror proposals and will be evaluated by the Government to assess technical acceptability in accordance with Section 5 Evaluation Basis for Award. The offeror’s specific content for technical approach shall address each of the applicable elements herein to describe the offeror’s proposed approach to performing all requirements set forth in the solicitation requirements documents (PWS, Contract Data

Requirement Listings (CDRL), etc. as applicable).

Offers shall be clear, concise, and shall include sufficient detail for effective evaluation and for substantiating the validity of stated claims. Offers shall not simply rephrase or restate the

Government's requirements but rather shall provide convincing rationale to address how the offeror intends to meet the requirements. v Elaborate brochures or documentation, binding, detailed artwork, or other embellishments are unnecessary and are not desired.

4.4.7.1. Technical Factor 1: Technical Competency and Standards Compliance

Sub Factor 1 Objective: Assess the offeror’s competency to perform engineering services that successfully meet program objectives, including their understanding of industrial process engineering practices.

Sub Factor 1 Technical Competency Industrial Process Engineering Practices: The offeror shall clearly present a detailed, thorough and comprehensive approach to the development of an

Air Force industrial process order in compliance with the program PWS paragraph 2.2.1, including substantiating their understanding by describing the research and analysis necessary to develop a process order containing all warnings, cautions, steps, figures, and references necessary to clearly outline the industrial process.

Sub Factor 2 Objective: Assess the offeror’s competency to perform engineering services that successfully meet program objectives, including their understanding of facilities engineering practices.

Sub Factor 2 Technical Competency Facility Engineering Practices: The offeror shall clearly present a detailed, thorough and comprehensive approach to the development of a statement of work for a facility engineering project (new construction or renovation) that includes all major facility features such as building and room dimensions, spatial usage, utility service requirements and locations.

4.4.7.2. Technical Factor 2: Personnel and Administrative Capability

Sub Factor 1 and 2 Objective: Assess the offeror’s ability to provide qualified personnel and demonstrate operational readiness for meeting program requirements as defined in the PWS.

Sub Factor 1 Personnel Qualifications and Training: The offeror shall clearly demonstrate an effective approach for staffing, including how the contractor intends to search and identify qualified personnel, how these qualifications are verified, and how the contractor will ensure these personnel are on-site and ready to work within the timeframe described in PWS paragraph

6.11.3.2. This includes background checks and security clearances as required for working in secure environments.

Sub Factor 2 Operational Structure and Responsiveness: The offeror shall clearly describe their administrative and operational framework for effectively and efficiently managing the contract, including the lines of authority, program management, and the capability to maintain a close working relationship with Contracting Agency and Air Force personnel.

4.4.8 Past Performance Factor (Mandatory)

Objective: Assess the offeror's recent and relevant past performance that demonstrates the offeror’s ability to successfully perform program requirements in a representative environment.

The offeror shall provide up to three (3) verifiable past performance examples of recent

(within the past 60 months) and relevant successfully completed projects involving engineering services provided for the government, emphasizing facilities engineering, industrial process engineering and related engineering disciplines. The offeror shall provide references for previous work completed including contract numbers, United States Government points of contact and any related data to assist in validating the offeror’s past performance. If a single example cannot encompass the entire scope of this requirement (i.e. industrial process and facilities engineering) the offeror may submit three (3) separate examples, but no more than three (3).

4.4.9. Offeror Specific Content for Pricing (Mandatory)

Offeror shall submit their specific pricing content utilizing the attached Total Evaluated

Price (TEP) Worksheet. Data beyond that required by this instruction shall not be submitted, unless the offeror considers it essential to document or support to offeror’s price position(s). All data relating to the proposed price, including all required supporting documentation, must be included in the pricing section of the proposal. Under no circumstances shall price data and documentation be included elsewhere in the proposal. Submitted pricing must be reasonable, balanced, and complete.

The IAW FAR 15.402, 15.403-1(b) and 15.403-3(a), additional other than certified cost or pricing data may be required to support price reasonableness determination. If after receipt of proposals, the CO determines there is insufficient information available to determine the reasonableness of the proposed price 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 adequate competition no longer exists and none of the exceptions in FAR 15.403-

1 apply, the offeror may be required to submit additional cost and pricing data in accordance with FAR clause 52.215-20.

4.4.9.1. Specific Pricing Content

The offer shall provide fully burdened labor rates for the following labor categories:

Anticipated Bureau of Labor Statistics Occupation Profile

Occupation Code - Title

172112 Process Engineer/Industrial Engineer

172141 Facilities Engineer

172199 Technical Insertion Engineer “Note that only the Process Engineer/Industrial Engineer, Facilities Engineer, and Technical Insertion Engineer is covered by clause 52.222-46 Evaluation of Compensation for Professional Employees.”

Anticipated U.S. Depart of Labor (DoL) Occupation Profile

Occupation Code - Title

30083 Engineering Technician III "Note that only the Engineering Technician III is covered by the Service Contract Labor Standards statute, the Wage

Determination (solicitation attachment 13), clause 52.222-41, and clause 52.222-42. The Process/Industrial Engineer, Facilities

Engineer, and Technical Insertion Engineer are considered professional employees/ Learned Professionals and are excluded from the Service Contract Labor Standards statute."

The offeror shall include fully burdened labor rates for each year of planned contract performance if the labor rates change annually, assuming standard inflationary impacts to rates.

The Government will use this information for the purposes of making an award decision and for establishing agreed upon rates.