FA8650-18-S-2002-BAA.pdf

30 January 2018

1-Step Broad Agency Announcement

Overview Information

NAICS Code: The NAICS Code for this acquisition is 541715 (Research and Technology in the Physical, Engineering, and Life Sciences (except Nanotechnology and Biotechology) with the Aircraft, Aircraft Engine, and Engine Parts exception), and the small business size standard is 1,500 employees.

Federal Agency Name: Air Force Research Laboratory, Aerospace Systems Directorate (AFRL/RQ)

Broad Agency Announcement Title: Advanced Turbine Technologies for Affordable Mission-Capability (ATTAM) Phase I

Broad Agency Announcement Type: Initial Announcement.

Broad Agency Announcement Number: FA8650-18-S-2002.

Proposal Due Date and Time: 30 March 2018, Wright-Patterson AFB OH, 1:00 p.m. local time. NOTE: Proposal receipt after the due date and time shall be governed by the provisions of FAR 52.215-1(c)(3). It should be noted that this installation observes strict security procedures to enter the facility.

These security procedures are NOT considered an interruption of normal Government processes, and proposals received after the above stated date and time as a result of security delays will be considered “late”. Furthermore, note that if offerors utilize commercial carriers in the delivery of proposals, they may not honor time-of-day delivery guarantees on military installations. Be advised, if the U.S. Postal Service is used, this building only receives U.S. Postal Mail twice a week and delivery by that means may not meet the proposal due date and time. Early proposal submission is encouraged.

Submission: Proposals must be submitted to the Contracting POC: Ms. Connie Grounds, AFRL/RQKPB, Bldg 45, 2130 Eighth St., Wright-Patterson AFB, OH 45433- 7541.

Solicitation Request: Air Force Research Laboratory, Aerospace Systems Directorate, Turbine Engine Division (AFRL/RQT), Wright Patterson Air Force Base is soliciting technical and cost proposals on the research effort described below.

Type of Contract/Instrument: The Air Force reserves the right to award the instrument best suited to the nature of research proposed. Accordingly, the Government may award any appropriate contract type under the FAR or Other Transaction (OT) for Prototype, grant, cooperative agreement, or OT for Research.

The Air Force may also consider award of an appropriate technology transfer mechanism if applicable. It is anticipated that awards under this BAA will generally be single award Indefinite Delivery Indefinite Quantity (ID/IQ) contracts with initial orders with the following contract types included in the ID/IQ: Cost-Plus Fixed Fee, Cost Share and Cost Reimbursement. Cost Reimbursement contracts require successful offerors to have an accounting system considered adequate for tracking costs applicable to the contract.

Estimated Program Cost: The ID/IQ contracts will have a shared ceiling value of $700,000,000. Individual ID/IQ ceilings will vary by contract. Total anticipated funding for initial awards is $157,463,000 to cover all awarded initial task orders.

Anticipated Number of Awards: The Air Force anticipates awarding approximately 11 ID/IQ single award contracts for this announcement. However, the Air Force reserves the right to award zero, one, or more contracts for all, some or none of the solicited effort based on the offeror’s ability to perform the desired work and funding fluctuations.

Brief Program Summary: The over-arching strategy of this BAA involves the use of a closed BAA which spans the critical technology needs of the six (6) Office of the Secretary of Defense (OSD) Capability Areas in which technologies are distributed among four Grand Challenge research areas listed below.

1. Propulsion, Power and Thermal Technologies

2. Small and Medium Scale Propulsion Technologies

3. Sustainment and Affordable Technologies

4. Innovation Architectures and Technologies

Communication Between Prospective Offerors and Government Representatives: Dialogue between prospective offerors and Government Technical representatives is encouraged until submission of proposals. If not proprietary, questions and responses may be published via an amendment to this BAA as deemed appropriate by the Contracting Officer. Discussions with any of the points of contact shall not constitute a commitment by the Government to subsequently fund or award any proposed effort. Only Contracting Officers are legally authorized to commit the Government.

Address technical and contracting questions to the following POCs:

Technical POC: Dr Monica Stucke, AFRL/RQT, (937) 255-6692, Monica.Stucke@us.af.mil . Contracting POCs: Mr Randall Wallace, AFRL/RQKPB, Bldg 45, 2130 Eighth Street, WPAFB, OH, 45433-7801, (937) 713-9820, Randall.Wallace.2@us.af.mil or Ms Constance Grounds, AFRL/RQKPB, Bldg 45, 2310 Eighth Street, WPAFB, OH, 45433-7801, (937) 713-9958, Constance.Grounds@us.af.mil.

mailto:Monica.Stucke@us.af.mil mailto:Constance.Grounds@us.af.mil

Full Text Announcement

I. Program Description: Air Air Force Research Laboratory (AFRL), Aerospace Systems Directorate (RQ), Turbine Engine Division (AFRL/RQT) is soliciting technical and cost proposals on the Advanced Turbine Technologies for Affordable Mission-Capability (ATTAM) Phase I program. The ATTAM Phase I is a capability based planning and execution development construct for turbine technology for the Air Force. The mission of the ATTAM Phase I program is to develop, demonstrate and transition advanced turbine propulsion, power and thermal technologies that provides improvement in affordable mission capability. This approach extends to a range of legacy, emerging, and future military propulsion, power and thermal technology needs in multiple applications. To achieve these goals, AFRL/RQ has committed resources to the development of an advanced technology base for aero-thermodynamics and innovative structures, the development of advanced components, and the assessment and verification of these components in Technology Readiness Level (TRL) 6/Manufacturing Readiness Level (MRL) 6 demonstrator core engines and rig tests. Major U.S. turbine engine and weapon system contractors have planned their future turbo-propulsion research and development consistent with the goals of the ATTAM Phase I Program in the DoD-coordinated Versatile Affordable Advanced Turbine Engines (VAATE)/ATTAM Advanced Turbo Propulsion Plan (ATPP).

See attachment 3 for the ID/IQ Statement of Objectives (SOO).

1. Description of Technical Areas: Efforts sought under this announcement should address turbine engine technologies necessary to meet the ATTAM Phase I goals for the 2025 timeframe. Technologies proposed may apply to more than one of the research areas. SOOs associated with initial task orders for this program must be requested from the Government contracting POC.

Please submit a copy of your approved DD Form 2345, Militarily Critical Technical Data Agreement. You shall have a DoD-coordinated ATPP or have a documented relationship with a company with a DoD-coordinated ATPP (for information regarding attaining an approved ATPP contact daniel.thomson@us.af.mil). The Government will then send the requested SOO(s) via secure channels to the potential offeror(s).

2. Within Scope Modifications: Potential offerors are advised that due to the inherent uncertainty of research and development efforts, awards resulting from this announcement may be modified during performance to make within scope changes, to include but not limited to, modifications which increase the overall contract ceiling amount.

3. Deliverable Items:

a. Data Items: See Attachment 2 for the DD Forms 1423-1, Contract Data Requirements List (CDRL). CDRLs will be an attachment to each ID/IQ Contract and will be determined based on the ceiling value; appropriate CDRLs will then be applied to individual task orders based on the dollar value and technical content of the task order. Offerors shall include the appropriate CDRLs in each task order proposal.

b. Software: To be determined (TBD) on individual task orders. If software is required, a format will be determined on individual task orders. All software developed or acquired for the task orders shall be delivered by the end of the technical effort.

c. Hardware: TBD on individual task orders. All hardware developed or acquired for the task orders, and not consumed or expended, shall be delivered by the end of the technical effort. All hardware deliverables and contractor acquired property will be subject to the requirements of DFARS 252.211-7003, Item Unique Identification and Valuation.

4. Schedule:

a. ID/IQ Contract: The contract period of performance will be 96 months.

The ordering period will be 60 months.

b. Task Orders: The period of performance is based upon available funding and technical effort. Note: The period of performance and available funding for the initial task orders are identified in the SOOs.

c. Data Items: Specified on individual CDRLs and SOOs.

d. Software: If software is required, the final version will be delivered no later than the end of the technical effort.

e. Hardware: If hardware is required, delivery will be no later than the end of the technical effort.

5. Other Requirements:

a. This announcement incorporates FAR and supplement provisions and clauses by reference. The full text of provisions and clauses can be found at http://farsite.hill.af.mil/.

b. Program Security Classification: See Attachment 5, DD Form 254, Contract Security Classification Specification, classified at the SECRET level. Offerors must verify their Cognizant Security Office information is current with Defense Security Service (DSS) at www.dss.mil. Any classified information shall follow the process identified in Paragraph IV.2.a.ix

c. System Safety: The system safety standard practice identifies the Department of Defense (DoD) Systems Engineering (SE) approach to eliminating hazards, where possible, and minimizing risks where those hazards cannot be eliminated. The design goal shall be to eliminate all hazards. The contractor shall consider system safety as part of the http://farsite.hill.af.mil/ http://www.dss.mil/ developing/evaluating these technologies and recommend appropriate system safety analyses in the Final Report. Use Mil-Std 882E, DoD Standard Practice System Safety, as applicable.

d. OPSEC: See the attached ID/IQ SOO, the task order SOOs, and CDRL A018 for OPSEC requirements.

e. Export Control: Information involved in this research effort may be subject to Export Control (International Traffic in Arms Regulation (ITAR) 22 CFR 120-131, or Export Administration Regulations (EAR) 15 CFR 710- 774). A Certified DD Form 2345, Militarily Critical Technical Data Agreement, will be required to be submitted with the proposal.

f. Export-Controlled Items: As prescribed by DFARS 225.7901-4, DFARS 252.225-7048, “Export-Controlled Items (JUN 2013)” is contained in this solicitation. This clause shall be contained in ALL resulting contracts.

6. Other Information:

a. Government Furnished Property (GFP) availability: See initial SOOs for GFP availability. GFP availability for initial task orders must be coordinated with the Technical POC, Dr. Monica Stucke (937) 255-6692, Monica.Stucke@us.af.mil, prior to submission of proposals.

Documentation of this coordination with Dr. Stucke must be included in the task order proposal. If the use of GFP from a source other than AFRL/RQT is part of the offeror's plan, a coordination letter identifying availability of the GFP from that government agency must be included in the task order proposal. Specific details regarding use of GFP is not considered final until completion of contract negotiations. GFP availability is TBD on individual task orders. Category I petroleum products may be supplied as GFP, if it is in the best interest of the Government to do so.

Government owned turbine engine hardware and components developed under existing or previous contracts may be furnished, if available, and if their use is necessary and practical in the performance of technical tasks under this effort. The Air Force research facility manuals, drawings, and other information will be furnished to the offerors on request. In accordance with FAR 45.201(b), the contractor is responsible for all costs related to making the property available for use, such as payment of all transportation, installation or rehabilitation costs.

b. Base Support/Network Access/Test Facilities: Base Support and Network Access will not be provided. Use of Air Force test facilities, when available, is encouraged if the offeror proposes experimental verification.

If the offeror intends to use such facilities in the Orders, they must ensure that the proper engineering coordination is completed prior to proposal submittal. Following are the established guidelines for the proper engineering coordination between the Government and Industry regarding the proposed use of Turbine Engine Division research facilities and other Government facilities.

General Guidelines: The Turbine Engine Division has facilities on site within the Aerospace Directorate complex as follows:

• Combustion and Laser Diagnostics Research Complex (CLDRC)

• Compressor Aero Research Laboratory (CARL)

• Compressor Research Facility (CRF)

• Detonation Engine Research Facility (DERF)

• Engine Environment Research Facility (EERF)

• Heat-transfer Aerothermal Laboratory (HAL)

• Heat Flux Instrumentation Lab (HFIL)

• High-Pressure Combustor Research Facility (HPCRF)

• Low-Pressure Combustor Research Complex (LPCRC)

• Low Speed Wind Tunnel Facility (LSWTF)

• Mechanical Systems Research Laboratory (MSRL)

• National Aerospace Fuels Research Complex (NAFRC)

• Small Engine Research Laboratory (SERL)

• Turbine Engine Fatigue Facility (TEFF)

• Turbine Research Facility (TRF)

• Other facilities, as required

One-page descriptions of these R&D facilities can be found at:

http://www.wpafb.af.mil/Welcome/Fact-Sheets/Display/Article/834211. For more information, contact Dr Robert Hancock at (937) 255-6814 or robert.hancock.3@us.af.mil.

It is the intention of the Turbine Engine Division to make equally available these facilities and their associated government and/or contractor operational work force to all offerors of FA8650-18-S-2002. The availability is subject to concurrence from the responsible facility manager on individual task orders. Research performed in an AFRL facility will not impact the budget identified in the SOOs.

Any hardware to adapt proposed test vehicle to the facility, and any modifications to the existing facility necessary to accommodate proposed tests, must be coordinated with the facility manager and be included in the offerors cost proposal.

Concurrence between offerors and facility managers to use Turbine Engine Division facilities must be documented in writing by the facility manager. That documentation must be provided as part of the offerors task order proposal.

To assure facility modifications and availability are identified in a timely manner so that all offerors have equal opportunity to Turbine Engine Division Facilities for the initial orders, requests to Robert Hancock regarding their use must be submitted by xx March 2018. Coordination http://www.wpafb.af.mil/Welcome/Fact-Sheets/Display/Article/834211 http://www.wpafb.af.mil/Welcome/Fact-Sheets/Display/Article/834211 http://www.wpafb.af.mil/Welcome/Fact-Sheets/Display/Article/834211 mailto:robert.hancock.3@us.af.mil letters will be completed by the AFRL facility manager after this date and provided to the offeror to include in their proposals.

Specific details regarding use of Turbine Engine Division Facilities are not considered final until completion of contract negotiations.

If the use of government facilities other than AFRL facilities is part of the offeror’s plan, a coordination letter identifying availability of the facility and the cost estimate to perform the work from that government agency should be included in the proposal. Since this cost will be directly funded from AFRL to the other government agency, the cost of performing the tasks will be reduced from the budget identified in the SOO.

c. Multiple awards subject to Fair Opportunity are not anticipated.

d. Data Rights Desired:

(1) Technical Data: Unlimited Rights

(2) Non-Commercial Software (NCS): Unlimited Rights

(3) NCS Documentation: Unlimited Rights

(4) Commercial Computer Software Rights: Customary License

The Air Force Research Laboratory is engaged in the discovery, development, and integration of warfighting technologies for our air, space, and cyberspace forces. As such, rights in technical data and NCS developed or delivered under this contract are of significant concern to the Government. The Government will therefore carefully consider any restrictions on the use of technical data, NCS, and NCS documentation which could result in transition difficulty or less-than full and open competition for subsequent development of this technology.

In exchange for paying for development of the data, the Government expects technical data, NCS, and NCS documentation developed entirely at Government expense to be delivered with Unlimited Rights.

Technical data, NCS, and NCS documentation developed with mixed funding are expected to be delivered with at least Government Purpose Rights. Offers that propose delivery of technical data, NCS, or NCS documentation subject to Government Purpose Rights should fully explain how the data was developed at private expense. Specifically, offers must explain what technical data, NCS, or NCS documentation developed with costs charged to indirect cost pools and/or costs not allocated to a Government contract will be incorporated, how the incorporation will benefit the program, and address whether those portions or processes are segregable.

Offerors that propose delivery of technical data, NCS, or NCS documentation subject to Limited Rights, Restricted Rights, or Specifically Negotiated License Rights will be considered. Proposals should fully explain what technical data, NCS, or NCS documentation developed with costs charged to indirect cost pools and/or costs not allocated to a Government contract will be incorporated and how the incorporation will benefit the program and whether those portions or processes are segregable.

Offerors shall include the data rights assertions as required by DFARS 252.227-7017, Identification and Assertion of Restrictions on the Government’s Use, Release, or Disclosure of Technical Data or Computer Software for initial task order(s). The assertions list is included in Section K and due at time of proposals. Assertions must be completed with specificity. Each assertion must identify both the data and each such item, component, or process listed. Nonconforming assertions lists will be rejected.

Terms used in this section are defined in the clauses at 252.227-7013, Rights in Technical Data-Noncommercial Items, and 252.227-7014, Rights in Noncommercial Computer Software and Noncommercial Computer Software Documentation.

THIRD PARTY SOFTWARE (COMMERCIAL AND NONCOMMERCIAL):

DFARS 252.227-7014(d) describes requirements for incorporation of third party computer software. Any third party software (commercial and noncommercial) to be incorporated into a deliverable must be clearly identified in the proposal. Prior to delivery of any third party software, the contractor will obtain an appropriate license for the Government, and the written approval of the contracting officer.

Any third party software to be delivered to the Government that are not reasonably identifiable at proposal submission, must still be approved by the contracting officer prior to incorporation into a system deliverable.

This obligation to obtain pre-approval by the contracting officer, as described above, continues throughout contract administration.

The Government will neither accept nor execute WAWF requirements for the software deliverables until the Contractor obtains from all third party software suppliers and/or vendors (Licensor) licenses that comply with the following terms and conditions for the Government (Licensee):

1. The license shall not subject the Government to liability that is indefinite or indeterminate, such as an indemnification clause, as it would constitute an obligation in advance or in excess of an appropriation and violate the Anti-Deficiency Act.

2. The license shall not create a contingent liability for the Government.

This includes, but is not limited to: unilateral price increases, automatic assessment of charges, and automatic renewal of the license.

3. The license shall be governed by Federal Statutes, Case Law, and Federal Regulations, and shall not be subject to the laws or jurisdiction of any municipality, state, or foreign country.

4. The license shall not include non-substitution language that would preclude or limit the Government from using another vendor/reseller and/or product to fulfill Government requirements.

5. The license shall not comment on entitlement to attorney fees.

6. The Licensor shall not have the authority to unilaterally terminate the license. All remedies available shall be consistent with the Disputes Clause in the underlying basic contract.

7. The Licensor shall not have the right to enter the premise or monitor the networks of Licensee for the purpose of auditing the use of the license.

8. The Licensor shall not use any injunctive relief clauses as the Licensor cannot prevent the Licensee from performing mission operations.

9. The Licensor shall not have the authority to control any litigation between a third party and the Licensee.

10. The Licensor shall not use the fact that the Licensee is using the Licensor's products in any notification to the public (e.g., no publicity rights permitted).

[IF APPLICABLE] Additionally, the Contractor may be required to obtain licenses that comply with the following terms and conditions, based on the Government’s needs:

1. [IF APPLICABLE] The license shall not disclaim all warranties through use of an “as is” provision.

2. [IF APPLICABLE] The license shall neither restrict the Government from using the product at various sites nor limit use of the product by various Government agencies or third parties performing work on behalf of the Air Force under the ATTAM Phase I program. In performance of the ATTAM Phase I program, Government personnel as well as Government contractors may use the software.

3. [IF APPLICABLE] [The license shall not limit the Government’s use of the software at other Government and Government contractor sites.] [The license shall authorize the Government to use the software at the following sites: TBD on individual task orders].

4. [IF APPLICABLE] The license shall not require automatic updates or give Licensor the authority to unilaterally replace the software.

5. [IF APPLICABLE] The Licensee shall not be restricted from copying or embedding elements of accessible code into other applications (e.g., nesting code, derivative works).

The Offeror may obtain agreement from the Licensor to insert the clause below to its respective software licenses intended to be transferred to the Government:

“In the event that any of the provisions of the [Software License] are determined to be inconsistent with Federal law and/or do not otherwise satisfy the Government's needs, the parties to the [Software License] hereby agree that such provisions shall be null and void as they pertain to the Government. Specifically, the following sections are hereby deleted from the [Software License] [and/or amended as indicated below]:

[Section X: deleted; Section Y: amended as follows […]”

If the Licensor will not agree to the terms and conditions cited herein and/or as contained in DFARS 227.72, the Contractor shall retain the current license on behalf of and for the benefit of the US Government if permissible under its license and such use will not subject the Government to the terms of the license.

The Contractor shall provide documentation to clearly correlate or map software license(s) to:

a) Contract Line Item Numbers (CLINS);

b) Contract Deliverables (CDRLS);

c) Paragraphs in the Statement of Work (SOW); and

d) Portions of any functional block diagrams and/or system architecture diagrams, so that it can be readily determined where certain commercial software corresponding to certain software license agreement(s) are physically located on the system to be delivered under the contract.

II. Award Information

1. Anticipated Award Date: Beginning 31 August 2018

2. Anticipated contract ceiling funding for the ID/IQ contract program including potential industry cost share (not per contract) ($K):

FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 Total (K) $7,765 $58,331 $86,717 $84,090 $85,102 $90,265 $94,070 $96,847 $96,813 $700,000

Note: This funding profile is an estimate only and not a contractual obligation for funding. All funding is subject to change due to Government discretion and availability. Potential offerors should be aware that due to unanticipated budget fluctuations funding in any or all areas may change with little or no notice.

3. Anticipated Total Funding for FA8650-18-S-2002 ATTAM Phase I, Initial Orders: Total Government funding for initial awards in this BAA is $157,463,000 to cover all initial task orders. See the SOOs for the budget per initial task orders.

FY18 FY19 FY20 FY21 FY22 FY23 FY24 Total (K) $488 $13,331 $27,717 $28,090 $28,302 $29,265 $30,270 $157,463

Note: This funding profile is an estimate only and is not a promise for funding as all funding is subject to change due to Government discretion and availability. Potential offerors should be aware that due to unanticipated budget fluctuations funding in any or all areas may change with little or no notice.

III. Eligibility Information

1. Eligible Offeror: This is an unrestricted solicitation. Small businesses are encouraged to propose on all or part of this solicitation. Prospective offerors shall have a DoD-coordinated VAATE Advance Turbo Propulsion Plan (ATPP), shall develop an ATPP and receive government approval prior to proposal submittal, or shall have a documented working relationship with a company with a DoD-coordinated VAATE ATPP. To document a working relationship, a prospective offeror must obtain a letter from a company with a government approved ATPP detailing how research proposed by the offeror fits into the company’s ATPP. This letter should be submitted with the proposal and does not count against the page count limit. For questions regarding the ATPP approval, contact daniel.thomson@us.af.mil .

2. Cost Sharing or Matching: Cost Sharing is highly encouraged, but not required.

3. Federally Funded Research and Development Centers: The following guidance is provided for Federally Funded Research and Development mailto:daniel.thomson@us.af.mil

Centers (FFRDCs) contemplating submitting a proposal, as either a prime or subcontractor. FAR 35.017-1(c)(4) prohibits an FFRDC from competing with any non-FFRDC concern in response to a Federal agency request for proposal for other than the operation of an FFRDC (with exceptions stated in DFARS 235.017-1(c)(4)). There is no regulation prohibiting an FFRDC from responding to a solicitation. However, the FFRDC’s sponsoring agency must first make a determination that the effort being proposed falls within the purpose, mission, general scope of effort, or special competency of the FFRDC, and that determination must be included in the FFRDC’s proposal. In addition, AFRL must make a determination that the work proposed would not place the FFRDC in direct competition with domestic private industry. Only after these determinations are made, would a determination be made concerning the FFRDC’s eligibility to receive an award.

4. Government Agencies: If a Government agency is interested in performing work, contact the Program Manager identified in the BAA. If those discussions result in a mutual interest to pursue your agency's participation, the effort will be pursued independent of this announcement.

5. Other:

a. Foreign participation: Foreign Nationals (FNs) can be employed by the US

Prime Contractor or Sub-Contractor; however, FNs will be limited to Public Domain information.

b. This acquisition involves data that are subject to export control laws and regulations. Only contractors who are registered and certified with the Defense Logistics Services Center (DLSC) and have a legitimate business purpose may participate in this solicitation. Contact the Defense Logistics Services Center, 74 Washington Avenue N., Battle Creek, Michigan 40917-3084 (1-800-352-3572) for further information on the certification process. You must submit a copy of your approved DD Form 2345, Militarily Critical Technical Data Agreement, with your proposal.

c. There are no limits on the number of proposals an offeror may submit.

d. You may be ineligible for award if all requirements of this solicitation are not met on the proposal due date as identified above.

IV. Proposal and Submission Information

1. Overview: Proposals submitted shall be in accordance with this announcement. There will be no other solicitation issued in regard to this requirement. The Government intends to review proposals and award some, all, or none of the proposals received without negotiation/discussion;

however, the Government reserves the right to negotiate with those offeror(s) whose ID/IQ technical proposal and an initial task order(s) is selected for funding.

http://www.dlis.dla.mil/jcp/

Offerors should be alert for any BAA amendments that may change proposal requirements or permit extensions to the proposal submission date.

2. Content and Form of Proposal Submission: The paragraphs below identify proposal format and content.

a. General Instructions:

i. Offerors should apply the restrictive notice prescribed in FAR 52.215- 1(e), Instructions to Offerors—Competitive Acquisition. Offerors should consider proposal instructions contained in the Broad Agency Announcement (BAA) Guide for Industry, which can be accessed on line at http://www.wpafb.af.mil/Portals/60/documents/afrl/AFRL-broad-agency-announcement-guide.pdf This guide is specifically designed to assist the offeror in understanding the BAA proposal process.

ii. To be eligible for award the contractor must successfully propose the basic ID/IQ and at least one task order.

iii. Technical/management and cost/business volumes should be submitted in separate volumes and must be valid for 180 days.

iv. Proposals must reference the announcement number FA8650-18-S- 2002 and relevant research area(s) as found in the SOOs. The contractor must propose for the basic ID/IQ and at least 1 (one) task order.

v. Offerors must submit 1 (one) original and 10 (ten) hard copies of their proposals to the Contracting POC.

vi. Offerors must include 5 (five) CDs in Microsoft Office or Adobe format containing all electronic versions of required submittals. All electronic versions must match the hard copies. If there is a discrepancy between hard copies and electronic copies, the hard copies will take precedence.

a) The cost file(s) spreadsheets must be in Microsoft Excel and include the formulas for calculating cost element bases (i.e. G&A, O/H, etc.)

b) The proposed basic IDIQ and task order Statement of Work must be in Microsoft Word.

c) The Task Order proposal must include the Government Test Facility coordination letter (if applicable).

d) The CDs should be labeled with the company name and proposal title.

vii. Offerors are advised that only Contracting Officers are legally authorized to contractually bind or otherwise commit the Government.

viii. The cost of preparing proposals in response to this BAA is not considered an allowable direct charge to any resulting or any other contract; however, it may be an allowable expense to the normal bid and proposal indirect cost as specified in FAR 31.205-18.

http://www.wpafb.af.mil/Portals/60/documents/afrl/AFRL-broad-agency-announcement-guide.pdf http://www.wpafb.af.mil/Portals/60/documents/afrl/AFRL-broad-agency-announcement-guide.pdf

ix. No classified technical proposals or cost volumes are expected.

In the case where an offeror has a need to submit a classified appendix, please contact the technical POC, Dr. Monica Stucke (monica.stucke@us.af.mil), for delivery instructions.

b. Offerors must propose each of the following to be considered selectable for an ID/IQ and initial task order award. The contractor must propose to the ID/IQ SOO and at least one task order SOO:

i. Cover Page: The cover page shall include the BAA title and reference number, the name and telephone number for the principal points of contact (both technical and contractual), the offeror’s CAGE code, and any other information that identifies the proposal. The cover page must also contain the proprietary data disclosure statement, if applicable. The following are required for the proposal to be valid:

ii. Basic ID/IQ

a) Basic ID/IQ proposal-Technical and Management

b) Basic ID/IQ Business Proposal (Including Subcontracting Plan, if applicable, in accordance with FAR 19.7. Submit the Comprehensive Subcontracting Plan, if applicable. If an Individual Subcontracting Plan or Individual/Master Subcontracting Plan will be utilized, the Subcontracting Plan will not be required until the government provides the contractors with their ID/IQ ceiling value.)

c) A cost proposal is not applicable.

iii. Task Order (TO) 0001

a) TO 0001 Proposal-Technical and Management

b) TO 0001 SOW in response to applicable SOO

c) TO 0001 Cost and Business Proposal

d) If the SOO includes Option task(s), the contractor shall separately price the option(s) as well as address the technical proposal and SOW separately.

iv. TO 0002 (if applicable)

a) TO 0002 Proposal-Technical and Management

b) TO 0002 SOW in response to applicable SOO

c) TO 0002 Cost and Business Proposal

d) If the SOO includes Option task(s), the contractor shall separately price the option(s) as well as address the technical proposal and SOW separately.

v. The contractor may submit proposals for multiple SOOs and/or submit multiple proposals for any individual SOO.

c. Technical/Management Proposals:

i. Page Limitations: The following describes proposal page limitations:

a) The Technical/Management Proposal shall be limited to 25 pages total for the ID/IQ Basic Proposal. The Technical/Management Proposal page limit for the task orders is identified in the SOOs. Technical/Management proposals must be provided in Microsoft Word or Adobe format. Signed pages may be submitted in Adobe. The Task Order Statement of Work must be provided in Microsoft Word.

b) Font shall be standard 10-point business font Arial.

c) Character spacing must be “normal,” not condensed in any manner.

d) Pages shall be double-spaced (must use standard double-space function in Microsoft Word), double sided (each side counts as one page), 8.5 by 11 inches, with at least one-inch margins on both sides, top and bottom.

e) All text, including text in tables and charts, must adhere to all font size and line spacing requirements listed herein. Font and line spacing requirements do not have to be followed for illustrations, flowcharts, drawings, and diagrams. These exceptions shall not be used to circumvent formatting requirements and page count limitations by including lengthy narratives in such items.

f) Pages shall be numbered starting with the cover page being Page 1, and the last page being no greater than the page limitations identified in paragraph (a) above. The page limitation covers all information including indices, photographs, foldouts (counted as one page for each 8.5 by 11 portion) tables, charts, appendices, attachments, resumes, etc.

g) Include documentation regarding the following (if applicable, will not be counted against the page count):

1. A list of hazardous materials applicable to proposed task order(s).

2. A list of Government Furnished Property (GFP) being requested for use on the proposed task order(s).

3. A letter documenting the VAATE working relationship between the offeror and a company with an ATPP (if necessary).

4. A letter documenting proper engineering coordination between the Government and Industry regarding the proposed use of AFRL Test Facilities and/or other Government facilities.

h) The proposal page limit does not include the offeror’s proposed Basic IDIQ and T.O. Statement of Work (SOW); however, the same formatting rules apply to the SOW, which does not have a page limitation.

i) Please Note: The Government will check the proposal and SOW for conformance to the stated requirements. Any pages in excess of the stated page limitation after the format check will not be considered for evaluation purposes.

ii. The Technical/Management proposal(s) for the Basic IDIQ, T.O. 0001 and T.O 0002 (if applicable) shall include a discussion of the nature and scope of the research and the technical approach. Additional information on prior work in this area, descriptions of available equipment, use of base support (if desired), data and facilities and resumes of personnel who will be participating in this effort should also be included as attachments to the technical proposal. These volume shall include a SOW detailing the technical tasks proposed to be accomplished under the proposed effort and suitable for contract incorporation. Do not include any proprietary information in the SOW. Refer to the BAA Guide for Industry referenced above to assist in SOW preparation. In addition to the contractor proposed SOW, a Government generated SOW attachment containing additional contracting requirements will be included in any resulting contracts.

The SOW attachment is included as Attachment 4 to this BAA.

iii. Any questions concerning the technical proposal or SOW preparation shall be referred to the Technical POC.

d. Cost/Business Proposal:

i. Separate the proposal into a business section and cost section. (Note that any option task(s) shall be priced separately.) Adequate price competition is anticipated. Cost proposals are not applicable to ID/IQ contract; cost proposals are only applicable to the task orders.

a) A model contract is included as Attachment 1. Note that the document awarded may add or delete contract line items (CLINs) and/or clauses in addition to those in the model depending on the specific circumstances of the individual award. Any additions or deletions will be negotiated with the offeror prior to award.

b) The business section should contain all business aspects to the proposed contract such as type of contract, any exceptions to terms and conditions of the announcement including the model contract, any information not technically related, etc. Provide rationale for exceptions.

c) Associate Contractor Agreements (ACAs): ACAs are agreements http://www.afrl.af.mil/contract/default.htm between contractors working on Government contracts that require them to share information, data, technical knowledge, expertise, or resources. The contracting officer may require ACAs when contractors working on separate Government task orders must cooperate, share resources or otherwise jointly participate in working on task orders or projects. Prime contractor to subcontractor relationships do not constitute ACAs. For each task order, the contracting officer will identify associate contractors with whom agreements are required. ACAs are not required for initial task orders, however, ACAs are not prohibited if contractors choose to team with other contractor(s) and use ACAs as a method to accomplish the initial task order(s). ACA requirements are included in the Basic SOO paragraph 9.0.

d) Identify any technical data that will be delivered with less than unlimited rights.

e) Subcontracting Plans: Reference FAR 19.704, DFARS 219.704, and AFFARS 5319.704(a)(1) for Subcontracting Plan requirements.

For ID/IQs that exceed $750,000, see paragraph IV(2)(b)(ii)(c).

Small business concerns are exempt from this requirement. The basis for the Subcontracting Plan should reflect the entire ID/IQ ceiling amount.

f) Limitations on Pass-Through Charges: As prescribed in FAR 15.408(n)(1) and 15.408(n)(2), provision 52.215-22, “Limitations on Pass Through Charges- Identification of Subcontract Effort (Oct 2009),” applies.

g) Completed Certifications and Representations (Section K) are due with the proposal. Certifications and Representations (Section K) can be found at Attachment 6. Offerors may also be required to submit updated or supplemental Certifications and Representations based on the specifics of their proposal.

h) If an offeror proposes the use of Government Furnished Property (GFP), other than GFP identified in the SOOs, the offer must specifically identify each piece of GFP in the Cost/Business Proposal and propose and substantiate a rental cost for evaluation purposes in accordance with FAR 45.202. Include the following information in the proposal:

(i) A list describing all Government property that the offeror or its subcontractors propose to use on a rent-free basis. The list shall identify the accountable contract under which the property is held and the authorization for its use (from the contracting officer having cognizance of the property);

(ii) The dates during which the property will be used and, for any property that will be used concurrently in performing two or more contracts, the amounts of the respective uses in sufficient detail to support prorating the rent;

(iii) The amount of rent that would otherwise be charged in accordance with FAR 52.245-9, Use and Charges; and

(iv) The voluntary consensus standard or industry leading practices and standards to be used in the management of Government property, or existing property management plans, methods, practices, or procedures for accounting for property.

ii Cost Element Breakdown: Clear, concise, and accurate cost proposals reflect the offeror's financial plan for accomplishing the effort contained in the technical proposal. As a part of its cost proposal, the offeror shall submit the information outlined below, together with supporting breakdowns and schedules. All direct costs (labor, material, travel, computer, etc.) as well as labor and overhead rates should be provided by task by contractor fiscal year (CFY). Detailed cost element breakdowns by Government Fiscal Year or calendar year are also required. The supporting schedules may include summary level estimating rationale used to generate the proposed costs. The SOOs provide information regarding anticipated Government budget. The cost element breakdown(s) should include the following if applicable.

a) Direct Labor: Direct labor should be detailed by number of labor hours by category of labor.

b) Labor and Overhead Rates: Direct labor hours and overhead, with their applicable rates, must be broken out and the bases used clearly identified. The source of labor and overhead rates and all pricing factors should be identified. For instance, if a Forward Pricing Rate Agreement (FPRA) is in existence, that should be noted, along with the Administrative Contracting Officer’s (ACO's) name and telephone number. If the rates are based on current experience in your organization, provide the historical base used and clearly identify all escalation, by year, applied to derive the proposed rates. If computer usage is determined by a rate, identify the basis used and rationale used to derive the rate.

c) Material/Equipment: List all material/equipment items by type and kind with associated costs and advise if the costs are based on vendor quotes, catalog data, and/or engineering estimates; provide copies of vendor quotes, catalog pricing data, and/or engineering estimates or historical data.

d) Subcontractor Costs: Submit all subcontractor proposals and analyses with your cost proposal (see FAR 15.404-3(b)). If the subcontractor will not submit cost and pricing information to the offeror, this information must be submitted directly to the Government for analysis. On all subcontracts and interdivisional transfers, provide the method of selection used to determine the subcontractor and the proposed contract type of each subcontract.

An explanation shall be provided if the offeror proposes a different amount than that quoted by the subcontractor. The offeror’s proposal must:

(i) Identify principal items/services to be subcontracted.

(ii) Identify prospective subcontractors and the basis on which they were selected. If non-competitive, provide selected source justification.

(iii) Identify the type of contractual business arrangement contemplated for the subcontract and provide rationale.

(iv) Identify the basis for the subcontract costs (e.g., firm quote or engineering estimate, etc).

(v) Identify the cost or pricing data submitted by the subcontractor.

(vi) Provide an analysis of the proposed subcontract in accordance with FAR 15.404-3(b). Provide an analysis concerning the reasonableness, realism and completeness of each subcontractor’s proposal. If the analysis is based on comparison with prior prices, identify the basis on which the prior prices were determined to be reasonable. The analysis should include, but not be limited to, an analysis of: materials, labor, travel, other direct costs and proposed profit or fee rates.

e) Special Tooling or Test Equipment: When special tooling and/or test equipment is proposed, attach a brief description of items and indicate if they are solely for the performance of this particular contract or project and if they are or are not already available in the offeror's existing facilities. Indicate quantities, unit prices, whether items are to be purchased or fabricated, whether items are of a severable nature and the basis of the price. These items may be included under Direct Material in the summary format.

f) Consultants: When consultants are proposed to be used in the performance of the contract, indicate the specific project or area in which such services are to be used. Identify each consultant, number of hours or days to be used and the consultant's rate per hour or day. State the basis of said rate and give your analysis of the acceptability of the consultant's hours and rate.

g) Travel: Travel costs must be justified and related to the needs of the project. Identify the number of trips, the destination and purpose. Travel costs should be broken out by trip with number of travelers, airfare, per diem, lodging, etc.

h) Computer Use: Detail the amount and kind of computer usage, the cost, and how the costs were derived.

i) Facilities Capital Cost of Money: If Facilities Capital Cost of Money is proposed, a properly executed DD Form 1861 is required.

j) Project Funding Profile: Offerors should include a project funding profile by Government Fiscal Year (GFY) (1 Oct through 30 Sept) for budgetary purposes. This will enable the Government to easily identify program funding needs by GFY.

k) If an offeror takes exceptions to the requirements called out in the announcement (e.g., base support, Government-furnished property (GFP), CDRLs), the exceptions should be clearly stated in the cost proposal.

l) Forward Pricing Rate Agreements: Offerors who have forward pricing rate agreements (FPRAs) and forward pricing rate recommendations (FPRRs) should submit them with their proposal.

m) Cost/Business proposals have no page limitations.

e. Proposal Content Summary: You may be ineligible for award if all requirements of this solicitation are not met on the proposal due date.

V. Proposal Review Information

1. Peer or Scientific Review Criteria:

BAA proposals will be reviewed using the criteria listed below.

• Overall Peer or Scientific Review of the Basic IDIQ is of equal importance with the Peer or Scientific Review of the proposed initial Task Orders.”

• Peer or Scientific Review for proposed initial Task Orders are of equal importance to each other.

• Offerors must have a selected Task order to be eligible for a Basic IDIQ award.

2. Basic IDIQ: The technical aspect, which is ranked as the first order of priority, shall be reviewed based on the following criteria that are of descending order of importance.

a. ID/IQ Contract Proposals (Proposals shall identify relevant research areas):

(1) The unique and innovative approach to accomplish technical objectives of all proposed research areas. New and creative solutions and/or advances in knowledge, understanding, technology, and the state of the art.

(2) Soundness of the offeror’s approach, including understanding of the overall scope of work, technical, schedule and risk management processes for achieving the technical objectives of the proposed research areas, including achievement of the 2025 AFRL Product Goals when applicable.

(3) The effective management structure and processes to ensure technical, schedule and risk management processes for achieving the technical objectives of each effort and competent, experienced personnel are available for all proposed research areas.

(4) The identification of necessary research, test, laboratory or shop facilities to support efforts of all proposed research areas.

b. Task Order(s): The technical aspect, which is ranked as the first order of priority, shall be reviewed based on the following criteria that are of descending order of importance.

(1) The unique and innovative approach to accomplish technical objectives of all proposed research areas. New and creative solutions and/or advances in knowledge, understanding, technology, and the state of the art.

(2) Soundness of the offeror’s approach, including understanding of the overall scope of work, technical, schedule and risk management processes for achieving the technical objectives of the proposed research areas, including achievement of the 2025 AFRL Product Goals when applicable.

(3) The effective management structure and processes to ensure technical, schedule and risk management processes for achieving the technical objectives of each effort and competent, experienced personnel are available for all proposed research areas.

(4) The identification of necessary research, test, laboratory or shop facilities to support efforts of all proposed…