Hybrid Architecture and Development for Experimental Systems (HADES) Program

PART IV – REPRESENTATIONS AND INSTRUCTIONS

SECTION L – INSTRUCTIONS, CONDITION AND NOTICES TO OFFERORS

Space Systems Command (SSC) System Delta 89

Innovation and Prototyping Delta (SD) Innovation and Prototyping Division Ground (SDG)

Kirtland AFB, New Mexico

REVISION CONTROL

Revision Number Date Remarks

1.0 8 Jan 2026 Initial Draft

2.0 4 Feb 2026 Past Performance

Table of Contents

1. Program Objectives

2. General Instructions

2.1. General Information

2.2. Proposal Organization/Number of Copies/Page Limits

2.3. Proposal Preparation

2.4. Distribution and Proposal Submittal

3. Volume I, Executive Summary

4. Volume II, Technical

4.1. General

4.2. Volume Organization

4.3. Technical Subfactors and Instructions for Specific Content

5. Volume III, Cost/Price

5.1. General Instructions

5.2. Introductory Section of the Cost/ Price Volume

5.3. Cost/Price Summaries Estimating Techniques and Methods

5.4. Discussion of Cost Elements by Task Order by CLIN

5.5. Discussion of Business Systems and Offeror Unique Approaches

6. Volume VI, Past Performance

6.1. General

6.2. Early Proposal Information

6.3. Relevant Contracts

6.4. Past/Present Performance Volume Organization

6.5. Specific Volume Content

6.6. Past/Present Performance Questionnaire Responsibilities

7. Volume V, Contract Documentation

7.1. Model Contract/Representations and Certifications

7.3. Exceptions to Solicitation Requirements

L-III – INFORMATION TO OFFERORS (ITO) AND INSTRUCTIONS

FOR PROPOSAL PREPARATION

1. Program Objectives

The HADES acquisition is for a new, single Indefinite Delivery/Indefinite Quantity (IDIQ) contract for follow- on services supporting the Space Systems Command System Delta 89/Innovation and Prototyping Division Ground (SDG) at Kirtland Air Force Base, NM. This contract will provide engineering, development, integration, and sustainment services supporting the United States Air Force’s (USAF) Research and Development Space and Missile Operations (RDSMO) Ground System Enterprise (GSE).

The SSC/SDG mission is to operate and sustain an affordable GSE for Research & Development and demonstration missions, develop innovative solutions to reduce Operations & Maintenance (O&M) costs, provide a test bed to prove out emerging concepts, and remain a viable choice for all new ground Command and Control (C2) programs.

SSC/SDG provides a collaborative partnership among developmental, test and operational units to seamlessly develop and rapidly field new capabilities, standardize satellite operations and exploit core competencies and strengths.

The GSE represents the entire ground infrastructure that falls under the RDSMO program.

The primary components of the GSE include, but are not limited to, two instances of physical infrastructure hosting fully virtualized instances of the core and mission unique ground system software supporting multiple missions, the core Common User Equipment (CUE) and communications equipment (COMM), and facilities that fall under the RDSMO program.

2. General Instructions

a) The Offeror's proposal must include all data and information requested by this ITO and must be submitted in accordance with these instructions. The offer shall be compliant with the requirements as stated in the basic contract Performance Work Statement (PWS) and Task Order (TO) PWS, and Model Contract. Non-conformance with the instructions provided in this ITO may result in an unfavorable proposal evaluation.

b) The proposal shall be clear, concise, and shall include sufficient detail for effective evaluation and for substantiating the validity of stated claims. The Government intends to make award without discussions. Therefore, offerors are highly encouraged to provide their best effort proposal preparation and to include their very best initial proposal. 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 the Offerors’ facilities and experience and will base its evaluation on the information presented in the Offeror's proposal.

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

d) The proposal acceptance period is specified in Section A of the model contract/solicitation. The Offeror shall make a clear statement in Section A of the proposal documentation volume that the proposal is valid through this date.

e) In accordance with 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.

2.1. General Information

2.1.1. Point of Contact

The Procuring Contracting Officer (PCO) is the sole point of contact for this acquisition. Address any questions or concerns you may have to the PCO. Written requests for clarification may be sent to the PCO via mail service or email at the address located in Section A of the model contract/solicitation.

2.1.2. Debriefings

The PCO 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 competitive range may request a pre-award debriefing or they may choose to wait until after the source selection decision to request a post-award debriefing. However, offerors excluded from the competitive range are entitled to no more than one debriefing for each proposal. The PCO 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.

2.1.3. Discrepancies

If an Offeror believes that the requirements in these instructions contain an error, omission, or are otherwise unsound, the Offeror shall immediately notify the PCO in writing with supporting rationale as well as the remedies the Offeror is asking the PCO to consider as related to the omission or error. The Offeror is reminded that the Government reserves the right to award this effort based on the initial proposal, as received, without discussion.

2.1.4. RFP Documents and Bidders ‘Library

The RFP for this solicitation is available on SAM.gov website. Potential offerors are encouraged to subscribe for real-time e-mail notifications when information has been posted to the website for this solicitation. The Bidders’ Library, including some RFP attachments, such as the GFP listing, is posted on SAM.gov. Oral Presentations will not be conducted for this acquisition.

2.1.5. Communications

All exchanges of source selection information between Government and Offerors will be controlled by the PCO. Email may be used to transmit such information to Offerors only if the email can be sent and received encrypted and includes “Source Selection Information - See FAR 2.101 & 3.104” in the Subject line. Otherwise, source selection information will be transmitted via certified mail, delivery service, or facsimile (facsimile number will be provided to Offerors after submittal of proposals, as necessary).

2.1.6. Proposal Validity Statement

The Offeror shall clearly state that the proposal is valid for 270 calendar days from the proposal due date.

2.1.7. Use of Non-Government Advisors

Data submitted to the Government in response to this solicitation will be released to individuals who work for the following companies as non-Government advisors for review and analysis:

The Aerospace Corporation 2350 E. El Segundo Blvd., El Segundo, CA 90245

Tecolote Research, Inc.

420 S. Fairview Ave., Ste 201, Goleta, CA 93117

Offerors are advised that data submitted to the Government in response to this solicitation will/may be accessed by individuals who work for the following companies as non-Government advisors to assist the Government program office in an administrative support capacity. These companies will not be participating in proposal analysis or evaluation.

Reserved

The individual(s) participating in the review and analysis of proposals have signed nondisclosure agreements with the Government, which strictly prohibit any release or disclosure of information outside of the source selection team. In addition, these non-Government advisor contract(s) require the contractor to execute associate contractor agreements reasonably necessary to conduct services.

Therefore, the Offeror is highly encouraged to work with these contractor(s) to secure any agreement deemed reasonably necessary as an additional safeguard.

The Offeror shall submit written notification to the PCO if it objects to the release of its proposal information to the above-mentioned non-Government advisors. This objection must be transmitted via mail or email no later than 15 calendar days after solicitation release.

2.2. Proposal Organization/Number of Copies/Page Limits

2.2.1. Proposal Organization

2.2.1.1.

The Offeror shall prepare the proposal as set forth in the Proposal Organization Table 2.1, below. The titles and contents of the volumes shall be as defined in Table 2.1, all of which shall be within the required page limits and with the number of copies as specified. Each volume shall be separate from any others. Cost/Price information shall not be included in the Technical Volume. The contents of each proposal volume are described in the ITO paragraph as noted in the Table below.

Table 2.1, Proposal Organization Vol # ITO Para Volume Title Page Limit I 3.0 Executive Summary 3 II 4.0 Technical See Below

4.3 Technical Volume Narrative 45

4.3.2.1 Staffing Matrices/Labor Profile 15

4.3.2.4 Transition Plan 5

4.3.1 Vol II, Attachment 1, Cross-Reference

Matrix Unlimited

4.2 Vol II, Contractor Work Breakdown

Structure (CWBS)

Unlimited

III 5.0 Cost/Price Unlimited IV 6.0 Past Performance TBD V 7.0 Contract Documentation Unlimited

2.2.1.2.

Page limitations shall be treated as maximums. If exceeded, the excess pages will not be read or considered in the evaluation of the proposal. Each page shall be counted except title pages, dividers, Tables of contents, and other pages having no proposal content and marked as such (e.g., a blank page at the end of a section). Page limitations may be placed on responses to Evaluation Notices (ENs). The specified page limits for EN responses will be identified in the letters forwarding the ENs to the Offerors.

2.2.2. Number of Copies (See Table 2.1)

2.2.3. Page Size and Format

2.2.3.1.

A page is defined as each face of a sheet of paper containing information. Page size shall be 8.5 x 11 inches, not including foldouts. Pages shall have line spacing no less than single-spaced, and text size no less than 12-point Times New Roman.

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 ¾-inch side margins. Pages shall be numbered sequentially by volume.

2.2.3.2.

Legible tables, charts, graphs and figures shall be used wherever practical to depict organizations, systems and layout, implementation schedules, plans, etc. These displays shall be legible, not overly complicated and shall not exceed 11 by 17 inches in size. For tables, charts, graphs and figures, the text shall be no smaller than 10-point Times New Roman.

2.2.3.3.

These page size and format restrictions shall apply to both electronic and responses to Ens.

2.3. Proposal Preparation

2.3.1. Classified Information

The Government does not anticipate the need for classified responses. The only anticipated need may be in reference to classified programs showing past experience. Unclassified details related to past experience should be provided in the unclassified portion of the proposal, limiting program specific classified details to a classified key for cross reference. Under no circumstances shall offerors include classified material--and neither will the Government accept or evaluate any--in the technical proposal. If a classified key is required for past experience, the following protocol shall be used:

The classified key shall be provided within a one-page, standalone classified supplement.

The Offeror shall submit at the appropriate classification (TOP SECRET/SENSITIVE COMPARTMENTED INFORMATION, TOP SECRET, SECRET, Etc.) level. Each entry in the classified key shall be referenced to the unclassified proposal volume, page number, and paragraph number to which it applies. The one-page classified key will not count against the page limitations for Volume II, paragraph 4.0.

If the Offeror wishes to submit a classified key, the Offeror shall submit the request in writing to the PCO (information found in Sec L, 2.4). The PCO shall provide requested information by encrypted email or DoD SAFE transmittal.

2.3.2. Cross-Referencing

To the greatest extent possible, each volume shall be written on a stand-alone basis so that its contents may be evaluated with a minimum of cross referencing to 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.

The only exception would be referencing the Small Business Subcontracting Plan delivered in Volume V, Contract Documentation, from within Volume II, Technical, for the purpose of demonstrating compliance with the Section M evaluation criterion for small business under the Program Management Subfactor.

2.3.3. Tables of Contents

Each volume shall contain a Table of Contents. Tab indexing shall be used to identify sections. Tables of Contents shall not count against the page limitations for their respective volumes.

2.3.4. Acronym Lists

Each volume shall contain a glossary of all abbreviations and acronyms used, and with the full name for each. Glossaries do not count against the page limitations for their respective volumes.

2.3.5. Binding and Labeling

Not applicable.

2.3.6. Electronic Offers

2.3.6.1.

The Offeror shall provide digital copies of their proposal via DoD Safe. The Offeror shall use separate files to permit rapid location of all portions, including subfactors, exhibits, annexes, and attachments. If files are compressed, the necessary decompression program must be included.

The electronic copies of the proposal shall be submitted in their native format readable by Adobe Acrobat Reader, Microsoft (MS) Office Excel, PowerPoint, Project, and Word, as applicable.

2.3.6.2.

Additional format instructions for Cost/Price Volume

2.3.6.2.1.

Electronic File Submission. The official copy of the Offeror's Cost/Price Volume shall be submitted in the following electronic formats as applicable: PDF Acrobat

8.0 (with "Select", "Print", and "Copy" enabled to allow for text and graphics transfer), Microsoft (MS) Word , MS Excel , MS Project , and MS PowerPoint . All electronic files shall be compatible with Microsoft Windows

11. In the event of any discrepancies in data across files in different formats the MS Excel file, or file containing the original calculations, shall be controlling.

2.3.6.2.2.

All files constructed in Microsoft Excel shall use formulas instead of just pasted values to preserve any calculation logic within the file, including summaries and totals. The Offeror shall provide electronic copies of all cost/pricing models that are used for developing its estimate. All Excel files shall have working formulas.

Offerors shall use the “group and Outline” feature of MS excel to facilitate the ease of proposal analysis. If the model requires multiple MS Excel spreadsheets, the “link cell” feature shall be used. The cost/price proposal submitted shall be consistent with the Offeror’s approved estimating system and shall duplicate the logic and mathematical formulas reflected in the official copy of its proposal.

2.4. Distribution and Proposal Submittal

Proposals shall be addressed to the PCO and electronically delivered to:

SSC/SYD89/SFPEO-SCP/PK

Attn: Lt. Col John Purcell john.purcell.3@spaceforce.mil

Proposals shall arrive digitally to the PCO no later than TBD, Albuquerque, NM local time, on TBD.

Proposals received after the date and time specified shall be treated in accordance with FAR 52.215-1.

3. Volume I, Executive Summary

In the executive summary volume, the Offeror shall provide the following information:

The Executive Summary of the entire proposal should be concise, to include addressing the significant risks, and highlighting any key or unique features, excluding cost/price. The salient features should tie in with Section M evaluation factors/subfactors. Any summary material presented here shall not be considered as meeting the requirements for any portions of other volumes of the proposal and will not be used in evaluation for any criteria.

4. Volume II, Technical

4.1. General

The Technical Volume should be specific and complete. Legibility, clarity, and coherence are very important. Proposals will be evaluated against the criteria of 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 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 not necessary or desirable for you to tell us so in your proposal. Do not merely reiterate the objectives or reformulate the requirements specified in the solicitation.

4.2. Volume Organization

The Technical Volume shall be a consolidated technical proposal of the TO PWSs at Section J and the consolidated technical volume will include a Cross Reference Matrix which provides traceability to each TO proposal to enhance efficient evaluation. It shall be organized according to the following general outline:

• Volume II, Technical o Table of Contents o Technical Volume Narrative

• Subfactor 1, Program Management Response

• Staffing Matrix and Stacked Area Chart

• Transition Plan

• Subfactor 2, Systems Engineering Response

• Vol II, Attachments o Attachment 1, Cross Reference Matrix o Attachment 2, Acronym List o Attachment 3, Contractor Work Breakdown Structure (CWBS).

The Contractor defines the CWBS, to a minimum of the third level, using the level one PWS Breakdown Structure as follows:

Systems Engineering Engineering Development Integration Sustainment Cybersecurity Program Management

4.3. Technical Subfactors and Instructions for Specific Content

4.3.1. Subfactor 1, Program Management

4.3.1.1. Staffing Matrices/Labor Profile (Sec. M. 4.3.2.1)

4.3.1.1.1. Staffing Matrices

Using the format in Table 4.1a, Staffing Matrix per TO shown below, the Offeror shall provide a completed Matrix that covers the first 12-months starting with the first day after transition period has ended for each TO (listed below).

• Ground Control

• JAGUAR

• Ground Support

Table 4.1a, Example format for Staffing Matrix per Task Order 1

GWBS

(Level 1)

CWBS

(Level 2, 3+)

Position Labor Cat Company/ Subcontractor

# People Total Hours (per Task Order)

Totals per Task Order (Total # People)

(Total # Hours)

Table 4.1b, Example format for Staffing Matrix per Task Order 2

(Level 1)

CWBS

(Level 2, 3+)

Position Labor Cat Company/ Subcontractor

# People Total Hours

Totals per Task Order (Total #

Using Table 4.2, Example format for Total Staffing Matrix Roll-up, the Offeror shall provide a completed Matrix to show the collective staffing work in total for all TOs.

The hours shall represent all hours per labor category for all TOs periods of performance. The Staffing Matrix shall be consistent with labor estimates and bases of estimates in Vol III, Cost/Price. If the Offeror is using Department of Labor Standard Occupational Codes (SOC) rates for the proposal, provide the SOC code for each labor category and a cross reference to their position title and labor category.

Table 4.2, Example format for Total Staffing Matrix Roll-up

(Level 1)

CWBS

(Level 2, 3+)

Position Labor Cat Company/ Subcontractor

# People Total Hours

4.3.1.1.2. Labor Profile

The Offeror shall provide a breakout of labor hours associated with each TO per month for the 12- months after transition period. Use a format like Table 4.3 below produced in MS Excel.

Table 4.3, Example format for time phased labor allocation Table

1 2 3 4 5 6 7 8 9 10 11 12 Ground Control 60 60 60 20 20 20 20 20 20 20 20 60

JAGUAR 0 0 0 0 0 0 0 0 0 0 0 0

Ground Support 0 0 0 0 0 20 70 100 50 2 0 0 Total Hours 60 60 60 20 20 40 90 120 70 22 20 60

The Offeror shall provide a breakout of labor hours associated with each position per month for the 12- months after transition period. Use a format like Table 4.4 below produced in MS Excel.

Table 4.4, Example format for time phased by position labor allocation tab Example Categories

JAN FEB MAR APR MAY JUN

System Admin

12 15 22 7 15 27

Network Engineer

12 15 22 7 15 27

ISSE 12 15 22 7 15 27

PM 12 15 22 7 15 27

Eng 12 15 22 7 15 27

CRO 12 15 22 7 15 27

4.3.1.1.3. Key Personnel

Identify the qualifications the offeror is proposing for the key personnel positions below:

• Program Manager

• Deputy Program Manager

• Chief Engineer

• Cybersecurity Lead

These positions shall be filled and maintained at the qualification levels as proposed to ensure continuous and qualified management and technical execution.

Resumes are not required, however if a resume is submitted, the name of the individual shall be removed.

4.3.1.2. Personnel Security Requirements:

The Offeror shall describe its approach to meet personnel security requirements. This technical effort will be performed at the Unclassified or CUI level, Secret, and at the TS/SCI level. (Sec. M. 4.3.2.2)

4.3.1.3. Emerging Requirements:

To assess the Offerors’ ability to address emerging requirements, use the following assumptions:

three TOs (see section 4.3.1.1.1) are ongoing per respective PWS with appropriate resources allocated. In addition to these TOs, a development activity is scheduled to begin twelve months after contract award. An additional TO (HADES IDIQ PWS, section 2.5) would be created for this effort.

The following are three different development tasks of varying effort:

1. Requires moving an existing mission, unchanged, from some other ground system to the existing RSC ground system.

2. Requires moving an existing mission from some other ground system and updating the mission unique software to work with the RSC software infrastructure.

3. Requires that the contractor create a new mission instantiation on the existing RSC infrastructure, working with the bus and payload contractors.

Execution of these tasks is expected to require the contractor staff up to execute them and staff down when the task is complete.

The Offeror shall provide a description of changes due to each emerging requirements task using their Staffing Matrix and Labor Profile established in accordance with L 4.3.2.1 as a baseline.

Respond to each independently of the others, i.e. baseline + task 1, baseline + task 2, baseline + task 3. (Sec. M. 4.3.1.3)

The Offeror shall describe the management processes used to determine and respond to the emerging requirement. (Sec. M. 4.3.1.3)

Describe how the offeror has applied their management process for emerging requirements.

(Sec. M. 4.3.1.3.)

4.3.1.4. Transition:

The Offeror shall provide a transition plan that describes their transition approach to include risks and risk mitigation plans to meet all transition requirements identified in HADES IDIQ PWS, section 2.1.1, to accomplish an effective transition and assume responsibility for performing the TOs in this solicitation. (Sec. M. 4.3.2.4)

4.3.1.5. Small Business:

The Offeror shall describe how their Small Business Participation Commitment Document (SBPCD) will ensure the 25% small business requirement is met. Small business participation constitutes small business utilization contributions to contract performance at 1st tier subcontract level. The percentage shall be based on percentage of small business costs/prices on labor CLINs only, to include FFP CLINs that are predominately labor (e.g., Sustainment). The percentage shall be calculated on an annual basis by dividing total small business expenditures by total labor costs/prices on all TOs on just those labor CLINs. (Sec. M. 4.3.2.5). The SBPCD will become part of the contract upon contract award.

4.3.2. Subfactor 2, Systems Engineering

4.3.2.1. Describe the Offeror’s overall system engineering approach to execute the attached 3 TO PWS (Section J Attachment 2-4) in the HADES environment defined in the Section J Attachment 1, (Sec. M. 4.3.1.1).

4.3.2.2. Describe how the offeror has applied their system engineering approach to

National Space enterprise software intensive systems and low-cost Research and Development systems in both cloud and local implementations. The identified system engineering approach shall illustrate cost/schedule/performance trade-offs and a focus on system up-time, cost reduction, and rapid response to requirements.

(Sec. M. 4.3.1.2)

4.3.2.3. Describe how the Offeror’s Configuration Management approach maintains system configuration across the ground system infrastructure, operational floors, and missions. (Sec. M. 4.3.1.3.)

4.3.3. Volume II, Attachment 1, Cross-Reference Matrix

4.3.3.1.

The Offeror must fill in the “Proposal Reference” column of the following Cross Reference Matrix and attach it to the Technical Volume.

Table 4.5, Cross Reference Matrix

Sect L Sect M Proposal Reference

4.0 4.0 Volume II, Technical

4.3.1 4.3.1 4.3.1.1 Also:

4.3.1.3

4.3.1.1 Also:

4.3.1.3

4.3.1.2 4.3.1.2

4.3.2 4.3.2

4.3.2.1 4.3.2.1

4.3.2.2 4.3.2.2

4.3.2.3 4.3.2.3

4.3.2.4 4.3.2.4

4.3.2.5 4.3.2.5

5.0 5.0 Volume III, Cost/Price

5.1 Also 5.3.1

5.1 Also 5.3.1

6.0 6.0 Past Performance

7.2 7.2 Professional Employee Compensation Plan

5. Volume III, Cost/Price

5.1. General Instructions

The Cost/Price Factor volume shall contain the information requested in the paragraphs below.

Compliance with these requirements is mandatory. Failure to comply with these instructions may result in a determination of non-compliance and/or rejection of the Offeror’s proposal.

The Offeror shall submit other-than-certified cost or pricing data (per FAR 15.403-1(b), 15.403-3(a), and FAR 15.403-5) for the Government evaluation. The proposal must contain sufficient details for the Government evaluation of reasonableness, cost realism, and unbalanced pricing, and for the Government’s calculation of the Most Probable Cost (MPC), which will become part of the Total Evaluated Price (TEP) for the best value decision. The burden of proof for credibility of proposed amounts rests with the Offeror.

The cost/price evaluation will be an assessment of the data submitted in the Cost/Price Volume; the Government will not be responsible for evaluating Offeror data submitted outside the Cost/Price Volume. If, after receipt of proposal, the PCO determines that there is insufficient data available to complete the cost/price evaluation, the Offeror shall be required to submit additional cost or pricing data upon request. The use of offeror formats is encouraged provided that all the required information is submitted. Information beyond what is required by this instruction shall not be submitted, unless you consider it essential to document or support your Cost/Price position.

The Government issued this solicitation with the anticipation of adequate price competition; therefore, any cost/price documentation requested shall not be certified cost or pricing data. However, in the event that adequate price competition does not exist after receipt of proposal, the Government reserves the right to request additional cost or pricing data as necessary from the Offeror and its subcontractors and may conduct negotiations with the Offeror, pursuant to FAR 15.403-4, in order to ensure a reasonable and realistic price/cost. Furthermore, the Offeror may be required to provide a Certificate of Current Cost or Pricing Data prior to award pursuant to FAR 15.406-2. The Offeror shall acknowledge the requirement to provide additional cost or pricing information and certify the data prior to award if/when requested by the Government.

5.1.1. Volume Organization

The Offeror shall provide a consolidated Cost/Price Volume, organized as follows in Table 5.1:

Table 5.1, Cost/Price Volume Organization Topic File Name Index/Table of Contents Section 1 – Introductory Section

Section 2 – Cost/Price Summaries per Task Order per CLIN (Cost CLINs only) Section 3 – Discussion of Cost Elements per TO per CLIN (Cost CLINs only) Section 4 – Discussion of Business Systems, Offeror Unique Approaches Section 5 – Cost Attachments per Task Order per CLIN Attachment CP1 to Volume III: Working Excel Files – Cost/Price Summaries per TO per CLIN (Cost CLINs only)

Attachment CP2 to Volume III: Prime’s Cost/Price Analysis of Subcontractors Organizations per Task Order

Attachment CP3 to Volume III: Prime’s Cost/Price Analysis of Interdivisional

Attachment CP4 to Volume III: Prime’s Cost/Price Analysis of Associate

Attachment CP5 to Volume III: Prime/Subcontractor Labor Hour Basis of Estimate (BOE) by TO/CLIN/CWBS, Version 1: Pricing applied Version 2: Pricing redacted, this is the only content of Vol III that does not have cost/pricing

5.1.2. Rounding

All dollar amounts provided shall be rounded to the nearest dollar. All labor rates shall be rounded to the nearest penny.

5.2. Introductory Section of the Cost/ Price Volume

As an introduction, the Offeror shall provide comprehensive narrative support for the Cost/Price Volume for each CLIN in each individual TO, and the Data Rights for the overall contract Total Proposed Price (TPP). The narrative shall explain the philosophy, methodology and assumptions used in proposing the dollar amounts. Any apparent imbalances in the pricing, any unrealistically low amounts, and any apparent pricing anomalies shall be clearly explained. The Government expects that consistency exists between the Technical and Cost/Price Volume; any Offeror-intended inconsistency shall be clearly explained and convincingly demonstrate how the promised performance will be achieved at the proposed cost/price. (Reference Total Proposed Price, Section M Table 5.2)

5.2.1. Time-Phased, Person-Loading Graph.

The Offeror shall provide a time-phased, person-loading bar graph – one for each Cost Plus Award Fee (CPAF) CLIN. The vertical axis shall be in hours. The horizontal axis shall be in quarters. The bars will be layered – bottom for prime hours and each stack on top will be for each non-prime with at least 10% of the proposed dollars for each TO.

5.2.2. Offeror Summary Table

The Offeror shall complete Table 5.2 below for each TO, listing all companies – prime, subcontractors, and team members – who will be involved with the performance and management of the contract within the three TOs. If the relationship is not a prime subcontractor relationship, provide the legal definition of the relationship between the entities. (Prime Plus Non-Prime Companies greater than 10% of total proposed dollars for each TO).

Table 5.2, Offeror Summary Table

Company Name

Cage Code

DCMA

Cognizant Office (Address, Name, & Phone # of

ACO)

Place of Performance

Brief Work Description (Program Responsibility)

Total Proposed Amount

Percentage of Total Proposal Dollars (Sum of all

CLIN

Prices)

Note: Offeror Summary Table NOT requested for Firm-Fixed Price CLINs

5.3. Cost/Price Summaries Estimating Techniques and Methods

When responding to the Cost/Price Volume requirements in the solicitation, the Offeror and associated subcontractors may use any generally accepted estimating technique, including contemporary estimating methods (such as Cost-to-Cost and Cost-to-Non-Cost Estimating Relationships (CERs), commercially available parametric cost models, in-house developed parametric cost models, etc.), to develop their estimates. The Offeror shall provide supportable rationale for the estimating methods and any allocation techniques used. If necessary, reasonable and supportable allocation techniques may be used to spread hours and/or costs to lower levels of the Contractor work breakdown structure.

5.3.1. Offeror’s Total Proposed Price (TPP) Calculation

The Offeror shall complete and submit Section L Appendix A below, in calculating the Offeror’s TPP. The Offeror shall comply with the parameters in Appendix A and this paragraph in submitting the proposal amounts.

Base Fee: No base fee is allowed.

Award Fee Pool: The Offeror shall propose an award fee percentage to be applied to each IDIQ CLIN scope of work. The award fee percent defined for each IDIQ CLIN work scope will be applied to the corresponding efforts in each of the CPAF task orders. Each task order will define the award fee events and corresponding award fee pool allocations. The Government award fee evaluations will occur at the IDIQ level in accordance with the award fee plan.

In calculating the award fee dollars, the award fee percent shall be applied to the direct labor and associated indirect labor costs.

See Paragraph 5.4.4 for further instructions regarding Award Fee.

5.3.2. Cost Element Summaries:

Note: Cost Element Summaries are not required for Firm-Fixed Price (FFP) CLINs.

For each TO, the Offeror shall provide a Cost Element Summary for each Cost Reimbursable (CR) Travel and ODC CLIN and each CPAF CLIN. The Cost Element Summary must show at least the following information, as applicable: labor hours and cost for direct labor, indirect costs (e.g. fringe, overhead, G&A, etc.), materials, travel, other direct costs (identify components making up other direct costs), cost of money, and profit/fee. The format should be base times rates equals dollars, by Offeror’s accounting year, consistent with the Offeror’s rate structure. Offeror’s accounting year is the 12-month period in which the company’s rates are defined (e.g., Oct-Sep, Jul-Jun, or Jan-Dec). The Offeror shall define the time period for the Offeror’s accounting year and identify the calendar year (e.g. Jan YY-Dec YY) that the Offeror’s accounting year covers. Provide adequate explanation for each proposed cost element. The base upon which the rate is applied should be clearly traceable and explained. Submit the Cost Element Summaries, in Microsoft (MS) Office Excel, with working formulas. Each TO, option, and CLIN will be on a separate worksheet in the MS Excel file.

Table 5.3 and Table 5.4 below are examples of Cost Element Summaries to be used as a guide (this can be tailored to reflect different cost elements or cost accounting practices).

Table 5.3, Example Cost Element Summary Task Order: 0X Base/Option X

CLIN: XXXX

Labor Hour Year XXXX Year XXXX Total

Prime Hours Interdivisional Subcontractor

Total of All Hours

Table 5.4, Example Cost Element Summary Task Order:

XX

CLIN: XXXX

Year XXXX Year XXXX Total Total

Cost Elements

Base Rates Dollars Base Rates Dollars Hours Dollars

Prime Labor Hours

PM 100 $80.00 $8000 100 $80.00 $8000

Eng 1 100 $70.00 $7000 100 $70.00 $7000 Eng 2 100 $60.00 $6000 100 $60.00 $6000 Eng 3 100 $50.00 $5000 100 $50.00 $5000 Admin 1 100 $40.00 $4000 100 $40.00 $4000 Admin 2 100 $30.00 $3000 100 $30.00 $3000 Admin 3 100 $20.00 $2000 100 $20.00 $2000 Total Hours 700 $50.00 $35,000 700 $50.00 $35,000 1400 $70,000

Fringe $35,000 40.00% $14,000 $35,000 40.00% $14,000 $28,000 Overhead $35,000 80.00% $28,000 $35,000 80.00% $28,000 $56,000 Materials $1,000 $1,000 $2,000 Travel $1,000 $1,000 $2,000 Other Direct Costs

$1,000 $1,000 $2,000

Subcontractor

$2,000 $2,000 $4,000

Subcontractor

$2,000 $2,000 $4,000

Interdivisional

$3,000 $3,000 $6,000

Interdivisional

$3,000 $3,000 $6,000

G&A $35,000 50.00% $17,500 $35,000 50.00% $17,500 $35,000 Subtotal Cost $107,500 $107,500 $215,000

COM $1,075 $1,075 $2,150

Total Cost Plus

COM

$108,575 $108,575 $217,150

Award Fee $107,500 6.00% $6,450 $107,500 6.00% $6,450 $12,900 Total Cost Plus Award Fee

$115,025 $115,025 $230,050

5.4. Discussion of Cost Elements by Task Order by CLIN

5.4.1. Mapping of Technical Proposal to Basis of Estimate

The Offeror shall provide mapping of the concepts proposed in the Technical Proposal to the Basis of Estimates (BOEs). The Offeror shall link the proposed technical concept for each technical subfactor to the TO-CLIN-PWS-WBS-Tasks as shown in the Table below:

Table 5.5 is an example of the mapping. Provide the Table as an attachment in Section 5 to the Cost/Price Volume.

Table 5.5 is an example of the mapping. Provide the Table as an attachment in Section 5 to the Cost/Price Volume.

Table 5.5, Example Mapping of Technical Proposal to BOE

Technical Subfactor

Approach Task Order

CLIN PWS CWBS Tasks Hours

1 Zebra 01 0001 1.5.1, 1, 2, 3, 6, 20,000

Design 1.2.2 10 Effort

5.4.2. Contractor Work Breakdown Structure (CWBS) Summaries

The Offeror shall provide a summary of the hours and dollars by CWBS (to Level 3) per TO. Table 5.6 is an example of the WBS summary.

Table 5.6, Example CWBS

Summary Task Order

CWBS CLIN Prime Hours

Prime Cost Sub#1 Hours

Sub#1 Cost Sub#2 Hours

Sub#2 Cost

1.2.3 86,000 17,000,000 10,000 $2,000,000 5,000 $1,000,000

2.1.2 86,000 17,000,000 10,000 $2,000,000 5,000 $1,000,000 Total

5.4.3. Labor Hour Basis of Estimate

The Offeror shall explain the labor hours proposed for the prime in this section. Labor hours for the subcontracts shall be discussed in the subcontract section.

For each TO, the Offeror shall prepare a Basis of Estimate (BOE) by Contract Work Breakdown Structure (CWBS) to Level 3 for each CR Travel and ODC CLIN and each CPAF CLIN. The BOEs are to provide sufficient information for the Government to evaluate the proposal. The BOE must be fully and clearly traceable to the hours in the cost element summaries and provide visibility in how the basis for these cost elements were developed.

The BOEs shall clearly identify the types, quantities and skill mix of labor hours proposed as well as detail the rationale and justification for the estimates used. The labor hours must be separated out by the different types of labor, CLINs, and time-phased by Offeror’s Accounting Year. Labor categories shall not be combined into composite categories. All labor proposed must be discretely identified by category, rate, and year utilized. Proper presentation, adequate supporting documentation, estimating ground rules and assumptions, methodologies, constraints, and sufficient relevant information shall be provided to enable the Government to understand all assumptions behind the Offeror’s proposal. From the information requested, the Government should be able to replicate the calculations of all the proposed hours and dollars. All the calculations should be easily identifiable.

At a minimum, the Offeror shall identify and provide rationale and justification for the categories below:

a. Labor Hour Estimating Rationale: The proposal shall show the data (and sources) that serve as the foundation for the labor estimate, the analyses, and the calculations that resulted in the proposed labor hour estimate.

• Historical Experience: If the source of data is analogous programs, the Offeror shall explain why the programs are relevant. The Offeror shall explain the past experience, explain how the past experience relates to the current effort, including similarities and differences, and show the calculation of prior cost data as adapted to the current effort. All calculations need to be clear, error-free, and contain the logic trial. If factors are used in estimating the hours, the Offeror shall explain the independent variable, and the historical data that demonstrate the existence and accuracy of the relationship. The Offeror shall explain the steps and the mathematical calculations that resulted in the proposed estimating factor.

• Discussion: In all cases, include a discussion of the proposed labor-skill mix and time phasing of the effort over the period of performance.

b. Skill Mix: Identify and justify how the proposed labor skill mix was derived.

c. Scope: Identify the BOE’s scope of work and explain how the proposed BOE relates to the TO

Scope of work.

d. Basis for the Proposed BOE: Identify and explain the basis for the proposed BOE.

e. Period of Performance: Identify the proposed period of performance by Month-Year to Month-

Year

f. Tasks: Each task should include:

− A detailed task description of along with assumptions used in the BOE (e.g. length of time required to perform the task).

− Labor Hour Estimating Rationale, including the methodology used for estimating the number of labor hours proposed for each task.

− Calculations of the hours.

− Links to the technical concept that is proposed in the technical volume. If a specific technical concept is not required by the task, enter “N/A”.

5.4.4. Rates

The Offeror shall complete Section L Appendix B and Appendix C with the Offeror’s proposed labor categories and the corresponding CPAF/FFP rates for each offeror’s accounting year following the instructions outlined within this section. The dollars and rates proposed in Section L Appendices B and C shall represent the dollars and rates required in performing one labor hour for each labor category.

Section L Appendix B will be incorporated into the contract at award as Attachment 8 of the Basic IDIQ.

The labor categories and corresponding CPAF/FFP rates proposed in Appendix B shall be used in pricing all TOs to be issued by the Government against the Basic IDIQ in this solicitation and future TOs, therefore the Offeror shall propose all labor categories and the corresponding CPAF/FFP rates that the Offeror anticipates will be used in the TOs identified in this solicitation and possible TOs to be issued in the future.

Forward Price Rate Agreement/Forward Pricing Rate Recommendation (FPRA/FPRR): The offeror is expected to use FPRAs, if available. If there is no FPRA, and FPRRs are available for use by the offeror, the proposal may use the FPRRs. If FPRAs and/or FPRRs are used the offeror shall submit the FPRAs and FPRRs.

If neither the FPRA no FPRR are used to price the offeror’s proposal, the offeror shall use rates that the company believes it will incur in the performance of the contract. The offeror shall submit substantiating data that went into the formulation of the rates. An example of substantiating data includes actuals costs for the most recent five years and the calculations that were used to derive the rates for pricing the proposal.

The responsibility for submitting substantiating data and showing the calculations that lead to the proposed rates rests with the offeror. If the offeror does not submit the requested data for the Government’s evaluation, the Government may use any available data in the Government’s calculation.

5.4.4.1. Section L Appendix B Instructions

The Offeror shall complete Section L Appendix B as laid out below:

• For Labor Rate Pricing Tables, complete a Labor Rate Pricing Table identifying the Labor Categories with the associated estimated costs for CPAF rates, FFP rates, and the applicable accounting year.

• In Column (A), identify the Offeror’s proposed Labor Categories. The Labor Categories in Column

(A) shall identify the same Labor Categories in Column (A) of Section L Appendix C.

• In Column (B), identify the Offeror’s proposed estimated cost excluding Cost of Money (COM) for each Labor Category identified in Column (A). The total estimated cost in Column (B) shall identify the subtotal estimated cost in Column (F) of Section L Appendix C for the corresponding Labor Category identified in Column (A).

• In Column (C), identify the Offeror’s proposed COM for each Labor Category identified in Column (A). The COM in Column (C) shall identify the COM in Column (G) of Section L Appendix C for the corresponding Labor Category identified in Column (A).

• In Column (D), identify the Offeror’s proposed total estimated cost for each Labor Category identified in Column (A). The total estimated cost in Column (D) shall identify the total estimated cost in Column (H) of Section L Appendix C for the corresponding Labor Category identified in Column (A).

• In Column (E), the Offeror will place an “*”.

• In Column (F), identify the Offeror’s proposed FFP labor rate for each Labor Category identified in Column (A). The FFP rate shall identify the FFP rate in Column (J) of Section L Appendix C for the corresponding Labor Category identified in Column (A).

• For the Award Fee Table, identify the Offeror’s proposed Award Fee percent for each Basic IDIQ CLIN identified in Column (A).

5.4.4.2. Section L Appendix C Instructions

The Offeror shall complete Section L Appendix C as laid out below:

• For Labor Rate Cost Element Summary Tables, complete Labor Rate Cost Element Summary Tables identifying the Labor Categories with the associated direct labor rate, indirect costs, and total estimated cost for CPAF rates, FFP rates, and the applicable accounting year.

• In Column (A), identify the Offeror’s proposed Labor Categories.

• In Column (B), identify the Offeror’s proposed direct labor rate for each Labor Category identified in Column (A).

• In Column (C) through (E), identify the Offeror’s proposed indirect costs for each Labor Category identified in Column (A), excluding Cost of Money (COM). The Offeror may add columns for the Offeror’s indirect costs elements and shall identify each indirect cost element when columns are added.

• In Column (F), identify the Offeror’s proposed subtotal estimated cost for each Labor Category identified in Column (A). The subtotal estimated cost should be the sum of direct labor costs and indirect costs, excluding COM.

• In Column (G), identify the Offeror’s proposed COM for each Labor Category identified in Column (A). The Offeror may add columns for the Offeror’s COM cost elements and shall identify each indirect cost element when columns are added.

• In Column (H), identify the Offeror’s total estimated cost for each Labor Category identified in Column (A). The total estimated cost should be the sum of the subtotal estimated cost and COM.

• In Column (I), the Offeror will place an “*”.

• In Column (J), identify the Offeror’s proposed FFP labor rate for each Labor Category identified in

Column (A).

• For the Award Fee Table, identify the Offeror’s proposed Award Fee percent for each Basic IDIQ CLIN identified in Column (A).

5.4.5. Cost Estimating Relationships (CERs)

If the Offeror uses CERs, the Offeror shall explain the independent variable, dependent variables, the historical data to demonstrate the existence and accuracy of the relationship and include an explanation detailing the mathematical calculations that resulted in the proposed CER.

5.4.6. Travel by CLIN

For TOs that propose travel costs, the Offeror shall identify need for, location, and duration of proposed travel as well as the number of trips and personnel by labor category. The proposal shall explain the allocation of travel dollars to each affected CLIN.

5.4.7. Other Direct Costs (ODCs)

For TOs that propose ODCs, the Offeror shall provide a Table with each ODC item, explain the ODC item, need, basis of estimate, estimating rationale, and calculations resulting in the proposed amount.

5.4.8. Subcontractor/Inter-divisional transfers

The Offeror shall complete the following table for each TO:

Non- Prime Comp any Name

Contr act Type

Subkt Propos ed Hours

Subcont ract Propose d Cost

Subcont ract Propose d Fee

Subcont ract Propose d Price

Prime Propos ed Hours

Prime Propos ed Cost

Prime Propos ed Fee

Prime Propos ed Price

The offeror shall provide information on each subcontractor/interdivisional/associate organization as a separate Attachment (Prime’s Cost/Price Analysis of Subcontractors/Interdivisional/Associate Organizations per Task Order, CP2-CPX).

A) For non-prime companies where the proposed total price of the company is at least 10% of the total proposed price for each TO, the non-prime company shall be directed by the prime to submit a cost/price volume directly to the Government. The same pricing instructions apply to these non-prime companies.

B) The prime Offeror shall submit to the Government its written analysis of all non-prime proposals. Evaluation of subcontract proposals shall include direct labor hours and costs/prices that will flow up the prime to the Government. The prime Offeror is responsible for showing clear traceability from its subcontractor/vendor/partner proposed amounts to the prime’s evaluation and to the WBS structure.

5.5. Discussion of Business Systems and Offeror Unique Approaches

5.5.1. Offeror’s Business System

The proposal shall indicate whether the Offeror has Government approval of the following systems:

Accounting System, Estimating System, and Purchasing System. Note that “a cost-reimbursement contract may be used only when the contractor’s accounting system is adequate for determining costs applicable to the contract or order.” (Reference 16.301-3(a)(3)).

Companies with Approved Business Systems: If these systems have been approved by the Government, please provide evidence of the approvals. This information will be part of the basis of the Contractor Responsibility Determination. Please affirm that the proposal costs and prices are calculated based upon the approved systems.

Companies with Business System Deficiencies: For each business system listed above that has Government- issued deficiency notifications or has been deemed to be inadequate, the Offeror shall explain the cited inadequacy/deficiency, explain the Offeror’s proposed corrective action plan, and shall state whether the plan has been accepted by the Government. The Offeror shall explain how the risks and impacts to the proposed cost/price have been mitigated by the Offeror in the interim as the business system is being corrected.

Companies Not Required to Have Government-Approved Business Systems: If the Offeror’s systems are not required to be approved by the Government, the Offeror…