Attachment_4_-_Section_L_-_Instructions_to_Offerors.docx

Section L

COMBS III

Example of Teaming List

Attachment 4

SECTION L

INSTRUCTIONS TO OFFERORS

Program Structure and Objective The Government plans to award a single contract for the Joint Primary Aircraft Training System (JPATS) Contractor Operated and Maintained Base Supply (COMBS) program to support a fleet of 743 T-6 aircraft. COMBS will primarily include all Supply Chain Management (SCM) functions necessary to meet the performance parameters contained in the Performance Work Statement (PWS). COMBS shall provide a full spectrum of transparent SCM services to support safe, flyable aircraft to meet users’ daily flight schedule consistent with Department of Defense (DoD) and commercial sector best practices in procuring, producing, and delivering products and services to customers. These SCM activities include, but are not limited to, managing supply to meet demand, sourcing parts, manufacturing, assembly, disposal, warehousing and inventory tracking, order entry and order management, distribution across all channels, and delivery to the customer.

Award The Government plans to award a single award Indefinite Delivery/Indefinite Quantity (ID/IQ) contract as a result of this solicitation.

Budget/Funding Information Funding will be obligated on the initial task order to satisfy the minimum contract guarantee.

Instructions 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 subfactors. Failure to meet the solicitation requirements may result in an Offeror being ineligible for award. The response shall consist of four (4) separate volumes: Volume I – Technical Proposal, Volume II – Past Performance Information, Volume III – Price Proposal, and Volume IV – Contract Documentation.

1.

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

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

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

Acceptance Period The proposal acceptance period is specified in the SF33 solicitation cover page, Block 12. The Offeror shall make a clear statement in Volume IV of the proposal documentation that the proposal is valid until this date.

Unsuccessful Proposals IAW FAR Subpart 4.8 (Government Contract Files), the Government will retain one copy of all unsuccessful proposals. Unless the Offeror requests otherwise, the Government will destroy extra copies of such unsuccessful proposals.

General Information

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

DEPARTMENT OF THE AIR FORCE

AFLCMC/AZA ATTN: Mr. John Seacrist

1755 ELEVENTH STREET

WPAFB OH 45433

Email: John.Seacrist@us.af.mil Phone: (937) 656-7203

Debriefings The CO will promptly notify offerors of any decision to exclude them from the competitive range; whereupon, they may request and receive a debriefing in accordance with FAR 15.505. Offerors excluded from the competition prior to award may request either a preaward or a postaward debriefing. Offerors excluded from the competition prior to award must notify the CO within 3 days of their exclusion from the competition of their request for debriefing and whether the offeror requests a preaward or postaward debriefing. The CO will notify unsuccessful offerors in the competitive range of the source selection decision in accordance with FAR 15.506. Upon such notification, unsuccessful offerors may request and receive a debriefing. Offerors desiring a debriefing must make their request in accordance with the requirements of FAR 15.505 or 15.506, as applicable.

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

Electronic Reference Documents All referenced documents for this solicitation are available on the Federal Business Opportunities (FedBizOpps) website at https://www.fbo.gov. Potential Offerors are encouraged to subscribe for real-time e-mail notifications when information has been posted to the website for this solicitation.

Oral Presentation Oral presentations will not be utilized.

Communications Exchanges of source selection information between Government and Offerors will be controlled by the CO. E-mail (encrypted when possible or password protected documents) may be used to transmit such information to Offerors and shall include “Source Selection Information – See FAR 2.101 & 3.104” in the subject line. Additionally, source selection information may be transmitted via facsimile (encrypted when possible), U.S. Postal (or like service) delivery, and/or oral with telephonic or face-to-face meetings.

Amendments to Solicitation If this Request for Proposal (RFP) is amended, all terms and conditions, which are not amended, will remain unchanged and in full force and effect. Offerors shall acknowledge receipt of any amendment and provide confirmation upon submission of the Offeror’s proposal. Any unacknowledged amendments in the Offeror’s proposal are subject to solicitation provision FAR 52.215-1(c).

Submission, Modification, Revision, and Withdrawal of Proposals Each proposal and/or modification shall include one original signed hard copy. Proposals and modifications to proposals shall be submitted in sealed envelopes or packages in paper media and electronic media (either CD or DVD) addressed to the CO at the address listed in paragraph 2.2.1 above, showing the time and date specified for receipt, the solicitation number, and the name and address of the Offeror.

Organization/Number of Copies/Page Limits

Title Page The Title Page of each volume must show the solicitation number, name, address, and telephone of the Offeror and e-mail address.

Team List A Team List of the Offeror’s primary Points of Contact (POCs) shall be submitted in each volume using the format shown in ITO Attachment 2.0.

Proposal Organization The Offeror shall prepare the proposal as set forth in the Proposal Organization Table (Table 2.3.3 below). The titles and content of the volumes shall be as defined in this table, all of which shall be within the required page limits and with the number of copies as specified in Table 2.3.3. The contents of each proposal volume are described in the ITO paragraph as noted in the table below.

Table 2.3.3 Proposal Organization Volume

ITO

Paragraph Number

Volume Title

Hard Copies/ Disk Copies

Page Limit

I

3.1

Volume I – Technical Proposal

2.3.1

Title Page

2.3.2

Team List (See Attach 2.0)

2.3.3

Table of Contents

2.3.3

List of Tables and Figures

2.3.10

Glossary of Abbreviations and Acronyms

2.3.8

Requirements Correlation Matrix

3.1.5

Subfactor 1: Program Management

3.1.6

Subfactor 2: Supply Chain Management

3.1.7

Subfactor 3: Transition (Phase-In)

II

4.1

Volume II – Past Performance Information

2.3.1

Title Page

2.3.2

Team List (See Attach 2.0)

2.3.3

2.3.3

2.3.3

Table of Contents

2.3.3

2.3.3

2.3.3

List of Tables and Figures

2.3.10

2.3.3

2.3.3

Glossary of Abbreviations and Acronyms

4.1.3

Consent Letter (See Attach 1.4)

Unlimited

4.1.3

Client Authorization Letters (See Attach 1.5)

Unlimited

4.1.4

Present/Past Performance Ques. (See Attach 1.2)

Tab Only

4.1.4

Relevant Contract Present/Past Performance Information (PPI) (See Attach 1.1)

6 Pages per Contract

4.1.6

Organizational Structure Change History

III

5.1

Volume III – Price Proposal

5.1.3

Volume Organization

IV

6.1

Volume IV – Contract Documentation

2.3.1

Title Page

2.3.2

Team List (See Attach 2.0)

2.3.3

2.3.3

2.3.3

Table of Contents

2.3.3

2.3.3

2.3.3

List of Tables and Figures

2.3.10

2.3.3

2.3.3

Glossary of Abbreviations and Acronyms

6.1

Contract Documentation

6.2

Exceptions to Solicitation Requirements

6.3

Other Information Required

Names Offerors shall submit volumes with the following file names: Volume I – Technical Proposal, Volume II – Past Performance Information, Volume III – Price Proposal, and Volume IV – Contract Documentation.

Page Limitations Page limits apply to both hard and electronic copies. Each page shall be counted except the following: blank pages, tabs, glossaries, schedules, Contractor Furnished Parts (CFP) list, Requirements Correlation Matrix, and those noted in the Proposal Organization Chart as unlimited. Page limitations shall be treated as maximums. Any excess pages will not be read or considered in the evaluation of the proposal and (for paper copies) will be returned to the Offeror as soon as practical. Page limitations may also be placed on responses to Evaluation Notices (ENs).

Pricing Information All pricing information containing dollar values shall be addressed ONLY in the Price and Contract Documentation volumes, except dollar values specifically requested in relation to small business subcontracting and past performance.

Pricing Matrix submitted shall be:

a. Provided as a hard copy, where applicable in the Pricing volume; and

b. Provided as a data file submitted on a CD/DVD in .XLS file compatible format (MS-Excel 2013 or earlier) without passwords, locked or hidden information (other than those cells already locked/hidden, by the Government, in the Pricing Matrix).

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

Requirements Correlation Matrix The Offeror shall complete the cross-reference matrix provided in Table 2.3.8 to include: the proposal reference information as it relates to the instructions, PWS contents, RFP sections, CLIN numbers and the corresponding proposal paragraph in the section which addresses the reference item as part of Volume I - Technical.

Table 2.3.8 Correlation Matrix

Section L & M

CLIN

Series Proposal (Volume & Para)

CDRL Reference

Program Management

Subfactor 1

1.1.3 L: 3.1.5 M: 2.2.1

L: 3.1.5

Supply Chain Management

Subfactor 2

L: 3.1.6 M: 2.2.2 1000, 2000, 3000

L: 3.1.6

1000, 2000, 3000, 4000, 5000, 6000, 7000

1.4 L: 3.1.6

1000, 2000, 3000, 4000, 5000, 6000, 7000

1.3.1.b 1.3.1.c 1.3.14.1a 1.3.14.1b 1.3.14.1c L: 3.1.6

1000, 2000, 3000, 4000, 5000, 6000, 7000

M:2.2.2

1000, 2000, 3000, 4000, 5000, 6000, 7000

1000, 2000, 3000, 4000, 5000, 6000, 7000

Transition (Phase-In)

Subfactor 3

M: 2.2.3

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

Glossary of Abbreviations and Acronyms Each volume shall contain a glossary of all abbreviations and acronyms used, and with an explanation for each.

Page Size and Format Page size shall be 8.5 x 11 inches, not including foldouts. Page line spacing shall be 1.0 lines. Except for the reproduced sections of the solicitation document, the text size shall be no less than Arial 12 point font. Tracking, kerning, and leading values shall not be changed from the default values of the word processing or page layout software. Use at least 1 inch margins on the top and bottom and 3/4 inch side margins. Pages shall be numbered sequentially by volume. These page format restrictions shall apply to responses to ENs. These limitations shall apply to both electronic and hard copy proposals. Font, line spacing and margin limitations only applicable to Technical Proposal - Volume I.

Page Definition A page is defined as each face of a sheet of paper containing information. When both sides of a sheet display printed material, it shall be counted as two pages.

Tables, Charts, Graphs and Figures Legible tables, charts, graphs and figures shall be used wherever practical to depict organizations, systems and layout, implementation schedules, plans, etc. These displays shall be uncomplicated and shall not exceed 11 x 17 inches in size. Foldout pages shall fold entirely within the volume, and count as a single page. Foldout pages may only be used for large tables, charts, graphs, diagrams and schematics; not for pages of text. Text intended for evaluation within all figures, charts, tables, and graphs, to include imbedded images, shall be no less than Arial 8 point font. Any text within figures, charts, tables, and graphs which do not meet this requirement will not be considered in the evaluation. These limitations shall apply to both electronic and hard copy proposals.

Binding and Labeling Offerors shall submit hard copies of its proposal. Each volume of the proposal shall be separately bound in a three-ring, loose-leaf binder permitting the volume to lie flat when open. Staples shall not be used. A cover sheet should be bound in each book, clearly marked as to volume number, title, copy number, solicitation identification and the Offeror’s name. The same identifying data should be placed on the spine of each binder. All unclassified document binders shall have a color other than red or other applicable security designation colors. Be sure to apply all appropriate markings including those prescribed 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 Offerors shall also submit an electronic copy of its proposal. The content and page size of electronic copies must be identical to the hard copies. When discrepancies exist between the written hard copies and those provided in electronic format, the written hard copies will take precedence in all cases. For electronic copies, indicate on each CD/DVD the Offeror’s name, volume number and title. Use separate files to permit rapid location of all portions, including subfactors, required plans, exhibits, appendices, and attachments, if any. The Offeror shall submit Volumes I through IV in electronic format. Each volume shall be submitted on a separate CD/DVD. If files are compressed, the necessary decompression program must be included. The electronic copies of the proposal shall be submitted in a format readable and editable by Adobe Acrobat Pro, Microsoft (MS) Word 2007 or 2010, MS Project 2007 or 2010, MS Excel 2007 or 2010, MS Access 2007 or 2010, or MS PowerPoint 2007 or 2010.

Distribution Offerors’ proposals shall be clearly identified. Proposals shall be addressed to the Contracting Officer (CO) and mailed to:

DEPARTMENT OF THE AIR FORCE

AFLCMC/AZA ATTN: Mr. John Seacrist

1755 ELEVENTH STREET

WPAFB OH 45433

2. Proposal Volumes Factor 1 – Technical - (Volume I) General The Technical Volume should be specific and complete. Legibility, clarity and coherence are very important. Your responses will be evaluated against the technical subfactors defined in Section M, Evaluation Factors for Award. Using the instructions provided below, provide as specifically as possible the actual methodology you would use for accomplishing/satisfying these subfactors. All the requirements specified in the solicitation are mandatory. By your proposal submission, you are representing that your firm will perform all the requirements specified in the solicitation. It is neither necessary nor desirable for you to tell us so in your proposal. Do not merely reiterate the objectives or reformulate the requirements specified in the solicitation.

Government Furnished Property (GFP) for Proposal Purposes All GFP will be made available in equal quantities to all Offerors in order to ensure an equal starting point towards meeting contract performance. As such, Offerors’ shall not propose the use of additional GFP beyond that provided in Section J, Attachment 2 of the solicitation.

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

Volume Organization The Technical Volume shall be organized according to the outline provided in Table 2.3.3.

Subfactor One: Program Management The Offeror shall provide a Program Management approach for the JPATS COMBS program. As a minimum, the approach shall provide the following essential components:

a. A staffing plan providing support at the Offeror’s Program Office, JPATS Program Office, COMBS Operating Locations IAW PWS paragraphs 1.1.2 and 1.1.3. The plan must include at least the following:

· Organizational structure of the COMBS Contractor Program Office and COMBS Contractor personnel at the JPATS Program Office. This structure shall encompass all contractor manpower and functions related to meet requirements of this PWS, i.e., wholesale operations such as Buyers, Inventory/Item Managers, Technical and Quality Control, etc.

· Manpower and functional assignments of on-site COMBS Contractor personnel to support each operating location, to include allocations to support the normal flying and maintenance operations schedule (shifts) and on-call services

b. A plan addressing the Offeror’s actions to establish and maintain the business relationships IAW PWS paragraph 1.1.1. This plan must include at least the following;

· Planned or current actions to establish licensing agreements and/or subscriptions with the Original Equipment Manufacturers (OEMs)

· Approach to COMBS participation under required Associate Contractor Agreement (ACA) and Sustaining Engineering and Program Management (SEPM) focal point. This approach shall include depth and scope of COMBS participation with aircraft OEM with respect to information sharing, technical knowledge, expertise and resources

c. A Small Business Participation Document that addresses an intent to meet the small business objective referenced below. The Small Business Participation Document is a separate and distinct document from the Small Business Subcontracting Plan. However, objectives/goals specifically identified in proposals must be consistent across the Small Business Subcontracting Plan (if applicable) and the Small Business Participation Document. The Offeror shall submit the Small Business Participation Document under the Technical Volume of the proposal. Small business participation constitutes small business utilization contributions to contract performance at the 1st tier subcontract level. The Small Business Participation Document must include at least the following:

· Name of subcontractors to be utilized (including applicable NAICS and PSC codes) and the products/services to be provided

· Describe type and complexity of products/services to be provided

· State the extent of utilization quantitatively by small business subcontractor

· Include a schedule of anticipated utilization

· The Offeror’s intent to subcontract at least 23% of the total value of all subcontracts to qualified small businesses

Subfactor Two: Supply Chain Management The Offeror shall provide Supply Support approach for the JPATS COMBS program. As a minimum, the approach shall provide the following essential elements:

a. The Offeror’s quality processes and methodologies necessary to produce quality material, in complete conformity with PWS and include contractor’s measurable quality objectives and the metrics by which they are to be measured IAW PWS paragraph 1.1.8.c

b. The Offeror’s strategy to replenish, replace or repair and return property to the Government IAW PWS paragraph 3.1.1.d

c. The Offeror’s processes to monitor, forecast, manage, and deliver Time Change Items (TCI), to include Major Time Change Items (MTCI), IAW 1T-T6ABD-6 and PWS paragraphs 1.3.11 and 1.4

d. The Offeror’s process to identify and maintain only qualified vendors IAW PWS paragraphs 1.3.1.a, 1.3.1.b, 1.3.1.c, 1.3.14.1.a, 1.3.14.1.b and 1.3.14.1.c

e. A Property Management Plan demonstrating the Offeror’s approach to the management, control, use, protection of GFP IAW PWS paragraph 3.1.5.a

f. The Offeror’s approach and schedule for compliance with Government Furnished Material Accountability (GFM-A) IAW PWS paragraph 3.1.4

Subfactor Three: Transition Phase-In

The Offeror shall provide an approach for the phase-in period of the JPATS COMBS program. This approach shall include a Transition Plan IAW PWS paragraph 1.1.16.1.c; excluding 1.1.16.1.c.1, 1.1.16.1.c.2. This approach shall also include a description of the process for conducting an inventory IAW PWS Paragraph 1.1.16.1.d.

3.

Factor 2 – Past Performance - (Volume II)

General

Volume Organization Each Offeror shall submit a Past Performance Volume with the proposal, containing past performance information IAW the format contained in ITO Attachment 1.1. This information is required of the Offeror and each significant subcontractor, teaming partner, and/or joint venture proposed to perform the work outlined in the solicitation. Offerors are cautioned that the Government will use data provided by each Offeror in this volume and data obtained from other sources in the evaluation of past performance.

Note: A “significant” subcontractor, teaming partner, and/or joint venture is defined as a business entity that contributes more than 5% of the overall effort, and/or is responsible for a key component or service of the contracted effort.

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

Early Proposal Information Each Offeror may submit Volume II Past Performance for each relevant contract at any time prior to complete proposal due date and the Government will accept them. The final past performance volume submission is not required until complete proposal due date. Offerors must use the PPI Tool (use latest version from FBO.gov, ITO Attachment 1.1) in order to electronically submit the PPI portion of the Past Performance Volume IAW the RFP (See ITO paragraph 2.2.8 for submission details). Failure to submit early proposal information will not result in Offeror disqualification.

As soon as practicable, Offerors shall:

a. Complete Section 1 of the attached Past Performance Questionnaire (PPQ) (ITO Attachment 1.2)

b. E-mail the PPQ and the Performance Questionnaire Letter (ITO Attachment 1.3) to all points of contact (POCs) the Offeror has listed in the Past Performance Information Sheets (PPIS) (ITO Attachment 1.1)

c. The POCs will complete the questionnaires and forward them, directly to the Past Performance Evaluation Team (PPET) (Attn: John Seacrist) or e-mail John.Seacrist@us.af.mil

RESPONDENTS TO THE QUESTIONNAIRES SHALL NOT SEND THE COMPLETED

INFORMATION SHEETS BACK TO THE OFFEROR. Offerors shall not follow-up with respondents to ensure they have completed the questionnaires. The PPET will conduct such follow-up with any POC as necessary.

Relevant Contracts PPI Each PPIS shall not exceed six (6) pages. Each Offeror may submit up to three (3) PPIS for the prime contractor and up to three (3) PPIS for each significant (see 4.1.2) subcontractor, teaming partner, and/or joint venture.

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

4.

Factor 3 – Price – (Volume III)

General Instructions These instructions are to assist you in submitting information required to determine a Total Evaluated Price (TEP) for your proposal as well as evaluate the reasonableness, balance and completeness of your proposed pricing.

4.1.1.1. Price Data

All data relating to the proposed price, including all required supporting documentation, must be included in the section of the proposal designated as the Price volume. Compliance with these instructions is mandatory and failure to comply may result in your proposal being ineligible for award. Data beyond that required by this instruction shall not be submitted, unless the Offeror believes additional information is necessary to justify or clarify proposed pricing. All pricing information shall be addressed ONLY in the Price and Contract Documentation volumes.

4.1.1.2. Cost or Pricing Data Requirements

FAR Part 15 applies to this acquisition regarding price analysis as a basis for determining reasonable and balanced pricing. IAW FAR 15.403-3-1(b), prices based on adequate price competition do not require submission of certified cost or pricing data; however FAR 15.403-3(a)(1) provides for obtaining data other than certified cost or pricing data if needed to determine price reasonableness. If requested by the CO, data other than certified cost or pricing data shall be provided to make a determination of price reasonableness and balance. This information will only be requested if all other sources have been insufficient to support a determination of reasonable and/or balanced pricing.

If, after receipt of initial or subsequent proposals, the CO determines that there is insufficient information available to determine price reasonableness and none of the exceptions in FAR 15.403-1 apply, the Offeror may be required to submit certified cost or pricing data IAW FAR 15.403-5.

4.1.1.3. Price Reasonableness, Unbalanced Pricing and Completeness Offerors’ proposals will be evaluated for reasonableness, balance, completeness and TEP. Unreasonable proposed prices, initially or subsequently, may be grounds for eliminating an Offeror from competition. Unbalanced pricing may pose an unacceptable risk to the Government and may be grounds to find an Offeror’s proposal unawardable. For completeness, Offerors must comply with all requirements of this section. Offerors’ proposals should be sufficiently detailed to demonstrate their reasonableness, balance and completeness.

4.1.1.4. Estimated Quantities

The estimated quantities, to be completed during specific periods of performance, are provided in the Pricing Matrix, Section J, Attachment 7 of the solicitation. All such quantities will be used for evaluation purposes only and do not obligate the Government to exercise or guarantee such quantities during the contract performance period.

4.1.1.5. Rounding

All proposed dollar amounts shall be rounded to the nearest dollar.

4.1.1.6. Government Field Support Agencies

Identify the cognizant Defense Contract Audit Agency (DCAA) and the Defense Contract Management Agency (DCMA) office responsible for administration of the Offeror’s Government contracts. Include names, physical addresses, telephone numbers, and e-mail addresses.

4.1.1.7. Approved Accounting System

Provide verification that the Offeror has an approved accounting system.

4.1.1.8. Cost and Software Data Reporting (CSDR) System

The offeror shall use Section J Attachment 6 to provide a plan that meets the requirements of DFARS 252.234-7003(b) and proposes a standard CSDR system. This plan shall be able to be easily separated from the proposal in its entirety and will be forwarded to the Defense Cost and Resource Center to determine if the offeror proposed a standard CSDR system prior to contract award.

Pricing Support Information

4.1.1.9. Pricing Support Narrative and Assumptions

Offerors shall provide a narrative of the basic pricing approach and methodology utilized to generate proposed prices. Offerors shall provide any ground rules and assumptions necessary for the Government to understand what the prices represent. This narrative, including assumptions, shall correlate to and/or supplement information provided elsewhere in the Offerors’ Price volume to add clarity. All significant assumptions, scope limitations and/or qualifications of the pricing proposal shall be addressed and explained.

4.1.1.10. Annual Price Changes

Offerors shall provide information to address price reasonableness and balance for proposed unit price increases or decreases of significant variability per year. Unexplained unit price variances between sequential performance period years could suggest unbalanced pricing.

4.1.1.11. Pricing Matrix

Offeror shall complete (fill-in all yellow shaded cells only) and submit the completed Pricing Matrix, Section J, Attachment 7 to the solicitation. Submission of an incomplete Pricing Matrix, will cause the Offeror’s proposal to be non-compliant and may render the proposal ineligible for award. The Pricing matrix submitted must comply with the requirements listed in 2.3.6.

Volume Organization.

The Price Volume shall consist of the following sections:

SECTION 1 - Include your response to the following paragraphs in Section 1:

1.0 Title Page

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

SECTION 3 - Include your response to the following paragraphs in Section 3:

3.0 Pricing Matrix

5.

Contract Documentation

Model Contract/Representations and Certifications The purpose of this volume is to provide information to the Government for preparing the contract document and supporting file. The Offeror's proposal shall include a signed copy of the Model Contract and Sections A through K.

Solicitation/Contract Form (Section A) Completion of Blocks 12 and 13 are optional, and completion of blocks 15-18 are mandatory of the SF33. Signature by the Offeror on the SF33 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.

Supplies or Services and Costs/Prices (Section B) Complete CLIN unit prices in the model contract.

Contract Clauses (Section I) The Offeror shall provide required information to complete clauses as required.

Attachments to the Model Contract (Section J) The Offeror shall provide any documents listed in Section J of the model contract which they have modified or created. Any Section J documents provided by the Government and not modified or created by the Offeror will be incorporated into Offerors’ proposals at time of award.

Submit a Small Business Subcontracting Plan, if applicable, IAW FAR 52.219-9 as an attachment to Section J.

Representations, Certifications and other Statements of Offerors (Section K) The Offeror shall complete the annual representations and certification electronically via the System for Award Management (SAM). The Offeror verifies by submission of this offer that the representation and certifications currently posted in SAM are correct.

Exceptions to Solicitation Requirements Offerors are required to meet all solicitation requirements, such as terms and conditions, representations and certifications, and technical requirements, in addition to those identified as evaluation factors or subfactors. Failure to meet a requirement may result in an offer being ineligible for award. Offerors 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 6.2. The Government reserves the right to determine any such exceptions unacceptable, and the proposal, therefore, ineligible for award.

Table 6.2 - Solicitation Exceptions

Rationale

PWS, SPEC, Model Contract, ITO, etc.

Applicable Page and Paragraph Numbers

why the requirement can/will not be met

Other Information Required

Ombudsman An Ombudsman has been appointed to hear concerns from Offerors or potential Offerors during the proposal development phase of this acquisition. The Ombudsman for this acquisition is Lt Col Kenneth L. Decker, Jr., AFLCMC/AQP. This does not diminish the authority of the program director or CO, but communicates Offeror concerns, issues, disagreements and recommendations to the appropriate Government personnel. When requested, the Ombudsman shall maintain strict confidentiality as to the source of the concern. The Ombudsman does not participate in the evaluation of proposals or in the source selection process. Interested parties are invited to call the Ombudsman at (937) 255-5512.

Authorized Offeror Personnel Provide the name, title, and telephone number of the company/division POC 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.

Government Offices Provide the mailing address, telephone and fax numbers and facility codes for the cognizant Contract Administration Office, DCAA, and Government Paying Office. Also, provide the name and telephone and fax number for the Administrative Contracting Officer.

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

Use of Non-Government Advisors

a. Offerors are advised that technical and cost/price data submitted to the government in response to this solicitation may be released to non-government advisors for review and analysis. The non-government advisor support will be provided by:

COLSA CORPORATION

6728 ODYSSEY DR

HUNTSVILLE, AL 35806-3302

b. Offerors shall complete paragraph (b)(2) or provide written objection to disclosure as indicated in paragraph (b)(1) if the offeror objects to disclosure of a portion of the proposal, the consent in (b)(2) should be provided for the remainder of the proposal.

1) Any objection to disclosure:

i. Shall be provided in writing to the contracting officer within 10 days of RFP issuance; and

ii. Shall be provided in the format specified in Table 6.2 above; and

iii. Shall include a detailed statement of the basis for the objection. The detailed statement shall identify the specific portions of the proposal the offeror objects to disclosure to non-government advisors.

2) I understand technical and cost/price data submitted to the government in response to this solicitation may be released to non-government advisors. I consent to release of any (unless objection is provided in (b)(1) above) proprietary, confidential, or privileged commercial or financial data provided by the firm(s) named below in response to this solicitation, to non-government advisors for review and analysis:

Firm:

Name (individual authorized to commit firm):

Title:

Date of Execution:

6.

ITO Attachments

PAST PERFORMANCE PACKAGE ATTACHMENTS:

ITO Attachment – 1.3 SAMPLE QUESTIONNAIRE COVER LETTER

ITO Attachment – 1.4 SAMPLE CONSENT LETTER

ITO Attachment – 1.5 SAMPLE CLIENT AUTHORIZATION LETTER

ITO Attachment – 2.0 PROPOSED TEAM LIST

ITO ATTACHMENT 1.1

Past Performance Information (PPI) for Offerors

Offerors must use the PPI Tool (Use latest version from FBO.gov) in order to electronically submit the PPI portion of the Past Performance Volume IAW the RFP.

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. XYZCompanyFA861710R6158.accdb).

Note: PPI Tools saved in Microsoft Office versions 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

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

Section L COMBS III

Note:

Figure 1: Security Alert Pop-up

· 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. XYZCompanyFA861710R6158.accdb).

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

Figure 2: Setup Pop-Up

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

Figure 3: Application Setup Screen

Note: Once the Offeror’s Name and RFP Number have been entered they can be edited by selecting the “Edit Offeror And RFP Number” button from the “Contractor’s Menu”

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

Figure 4: Continue the Application Setup

7. 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

8. Click the “Step 1: Set up Business Relationships” button to create a business relationship, if applicable, for each business entity before proceeding throughout the PPI Tool (refer to Section L 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

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

Figure 7: Enter New Business Relationship

10. 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 business entity

· Responsibilities: Detail proposed responsibilities of specified business entity.

11. 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.

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

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

Figure 8: Past Performance

14. 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

15. 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 business entity.

· Cage Code: Self-explanatory.

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

· Program Title: Enter full name of program.

· Contr 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:

· 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.

· 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.

· Explain the differences in Contract Value, if applicable: Enter an explanation of the difference between the original contract dollar value and the revised value as of the time of PPI submission.

· Period of Performance (mm/dd/yy)

· Start Date: Input start date of contract.

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

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

· 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

· Brief Description of Effort as:

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

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

· ****If applicable: Provide information on performance 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 performance on this contract is relevant for each applicable factor or subfactor, as instructed under Past Performance in Section M of the RFP. Include any unique aspects that demonstrate relevancy in this effort. Provide evidence to support such relevance to the requirements as described in the RFP.

· 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).

· Compliance with FAR 52.219-8, Utilization of Small Business Concerns

· Performance in accordance with their FAR 52.219-9 Small Business Subcontracting Plan

· POC & Key Individuals Tab

· Key Individuals: Click the “New” button to specify any key individual or individuals who participated in this program or who may support the proposed acquisition. Also indicate their roles for both acquisitions, previous and current. To edit or delete an existing key individual, double-click an item from the list.

Note: IAW FAR 15.305(a)(2)(iii), relevant contract efforts performed by from key personnel may be evaluated. If you wish to include the past performance of individual key personnel, select the “New” button for each individual and fill out the necessary information.

· 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.

For other contracts provide points of contact fulfilling these same roles, if available.

16. 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.

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

17. 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:

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

Figure 11: Submission Instructions

3. Follow the submission instructions. Hard copies of the pages generated fromthis tool shall be used in the hard copy of the past performance volume subject to the limitations outlined in this RFP and should be Tab 1 of the past performance volume.

Note: Submit an electronic copy (e.g. CD) of the saved PPI database file with your proposal. If a prime contractor is submitting the file enter the filename as:

· prime Contractor + RFP number + file extension (e.g.