Section_L_(FA890313R0002_Instructions_to_Offerors)_3DEC2012.docx

PART IV – REPRESENTATIONS AND INSTRUCTIONS

SECTION L – INSTRUCTIONS, CONDITIONS AND NOTICES TO OFFERORS

PART IV – REPRESENTATIONS AND INSTRUCTIONS

SECTION L – INSTRUCTIONS, CONDITIONS AND NOTICES TO OFFERORS

I. NOTICE: The following solicitation provisions pertinent to this section are hereby incorporated by reference:

A. FEDERAL ACQUISITION REGULATION SOLICITATION PROVISIONS

(JAN 2004)

OTHER THAN CERTIFIED COST OR PRICING DATA (OCT 2010)

52.215-20 REQUIREMENTS FOR CERTIFIED COST OR PRICING DATA AND DATA

OTHER THAN CERTIFIED COST OR PRICING DATA (OCT 2010) –

ALTERNATE III (OCT 1997)

Alt III, Para (c) Submit the cost portion of the proposal via the following electronic media: 'to be specified in individual task orders.'

52.215-22 LIMITATIONS ON PASS-THROUGH CHARGES--IDENTIFICATION OF

SUBCONTRACT EFFORT (OCT 2009)

52.216-01 TYPE OF CONTRACT (APR 1984)

Type of contract is Indefinite Delivery/Indefinite Quantity with Firm Fixed Price ordering arrangement.

52.222-24 PREAWARD ON-SITE EQUAL OPPORTUNITY COMPLIANCE

EVALUATION (JUL 2012)

52.222-46 EVALUATION OF COMPENSATION FOR PROFESSIONAL EMPLOYEES

(FEB 1993)

WITH OFFER (MAY 1999)

52.233-02 SERVICE OF PROTEST (SEP 2006)

Para (a) Official or location is 'Postal Address: Contracting Officer, 772 ESS/PKS, 2261 Hughes Ave Ste 163, Lackland AFB, TX 78236-9853; Physical Address: Contracting Officer, 3515 S General McMullen, Room 3026, San Antonio, TX 78226-2018.'

B. DEFENSE FEDERAL ACQUISITION REGULATION SUPPLEMENT SOLICITATION PROVISIONS

252.227-7028 TECHNICAL DATA OR COMPUTER SOFTWARE PREVIOUSLY

DELIVERED TO THE GOVERNMENT (JUN 1995)

II. NOTICE: The following solicitation provisions pertinent to this section are hereby incorporated in full text:

A. FEDERAL ACQUISITION REGULATION SOLICITATION PROVISIONS IN FULL TEXT

52.252-01 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

This solicitation incorporates one or more solicitation provisions by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. The Offeror is cautioned that the listed provisions may include blocks that must be completed by the Offeror and submitted with its quotation or offer. In lieu of submitting the full text of those provisions, the Offeror may identify the provision by paragraph identifier and provide the appropriate information with its quotation or offer. Also, the full text of a solicitation provision may be accessed electronically at this/these address(es): http://farsite.hill.af.mil/

52.252-03 ALTERATIONS IN SOLICITATION (APR 1984)

Portions of this solicitation are altered as follows: None.

52.252-05 AUTHORIZED DEVIATIONS IN PROVISIONS (APR 1984)

(a) The use in this solicitation of any Federal Acquisition Regulation (48 CFR Chapter 1) provision with an authorized deviation is indicated by the addition of "(DEVIATION)" after the date of the provision.

(b) The use in this solicitation of any Defense Federal Acquisition Regulation Supplement (48 CFR Chapter 2) provision with an authorized deviation is indicated by the addition of "(DEVIATION)" after the name of the regulation.

B. AIR FORCE FEDERAL ACQUISITION REGULATION SUPPLEMENT SOLICITATION PROVISIONS IN FULL TEXT

5352.209-9001 POTENTIAL ORGANIZATIONAL CONFLICT OF INTEREST (OCT 2010) - ALTERNATE I (OCT 2010) (TAILORED)

(a) There is potential organizational conflict of interest (see FAR Subpart 9.5, Organizational and Consultant Conflicts of Interest) due to the Contractor and TeamMembers performing a significant role in assisting the Government to oversee, monitor, and manage Air Force privatization endeavors, advising and assisting the Government in reviews, assessments, and evaluations of other entities' performance, and providing recommendations to the Government regarding such endeavors. The Contractor's recommendations must be objective, impartial, and independent. Accordingly:

(1) Restrictions are needed to ensure that the prospect of Contractor's recommendations being influenced by its own capabilities and the prospect of the Contractor's utilization of acquired knowledge of other entities' proprietary secrets is avoided. It is agreed that the Contractor and Team Members are precluded from participation as or with a non-Air Force party in any Air Force privatization endeavor for seven (7) years from award date of this contract.

(2) As a part of the proposal, the Offeror shall provide the Contracting Officer with complete information of previous or ongoing work that is in any way associated with the contemplated acquisition.

(b) The organizational conflict of interest clause in this solicitation may be modified or deleted during negotiations.

INSTRUCTIONS TO OFFEROR(S) (ITO)

DEFINITIONS: Contractors shall use the following definitions while preparing proposals for this acquisition. These definitions are applicable to all sections of the solicitation.

ADVISORY AND ASSISTANCE SERVICES (A&AS): Advisory and Assistance Services (A&AS) means those services provided under contract by non-Governmental sources to support or improve: organizational policy development; decision-making; management and administration; program and/or project management and administration; or research and development activities. It can also mean the furnishing of professional advice or assistance rendered to improve the effectiveness of federal management processes or procedures (including those of an engineering and technical nature). In rendering the foregoing services, outputs may take the form of information, advice, opinions, alternatives, analyses, evaluations, recommendations, training and the day-to-day aid of support personnel needed for the successful performance of ongoing Federal operations. For additional information, reference FAR Subpart 2.1 Definitions “Advisory and Assistance Services:” http://farsite.hill.af.mil/reghtml/regs/far2afmcfars/fardfars/far/02.htm#P12_630

CORPORATE EXPERIENCE: Defined as experience of the Team as a whole and is not related to key personnel experience.

CRITICAL TASKS: Provide financial support/analysis, manage and integrate multiple project analysis into an integrated report, identify compliance deficiencies, perform Quality Site Assessments/assistance visits, analyze and provide current market information, and perform economic analysis.

ENHANCED USE LEASE (EUL): Enhanced Use Lease (EUL) is any Real Estate Transaction authorized by United States Code (U.S.C), Title 10, Part IV, Chapter 159, Real Property; Related Personal Property; and Lease of Non-Excess Property.

FEDERAL BUSINESS OPPORTUNITIES (FEDBIZOPPS) Website: The Government's "primary" official point of entry shall be the FedBizOps (https://www.fbo.gov) website for current information and updates regarding the solicitation.

MILITARY HOUSING PRIVATIZATION INITIATIVE (MHPI): The Military Housing Privatization Initiative (MHPI) was established by Congress in 1996 as a tool to help the military improve the quality of life for its service members by improving the condition of their housing. The MHPI was designed and developed to attract private sector financing, expertise and innovation to provide necessary housing faster and more efficiently than traditional Military Construction processes would allow. The Office of the Secretary of Defense has delegated to the Military Services the MHPI and they are authorized to enter into agreements with private developers selected in a competitive process to own, maintain and operate family housing via a fifty-year lease.

OFFEROR: Defined as the Prime contractor and all named Team Members submitting a single proposal in response to this solicitation.

PCM-13 Website: The PCM-13 website is available at the AFCEE Website at: http://www.afcee.lackland.af.mil/contracting/PCM-13/default.asp.

POST CLOSING MANAGEMENT (PCM): Post-Closing Management (PCM) is the long-term oversight of the Air Force Housing Privatization (HP), Enhanced Use Leasing (EUL), Value Based Transaction (VBT), and Voluntary Action Program (VAP) for Real Estate and Environmental issues related to Base Realignment and Closure (BRAC) and other Real Estate Transaction (RT) and other Privatized Programs projects, project documentation, monitoring, loan servicing oversight, and problem resolution throughout the life cycle of the project.

PRE-CLOSING: Provide logistical and organizational support before the scheduled contract closing meeting to verify that all information, certifications, forms, etc. are complete and properly executed; perform cost, risk and feasibility analyses; develop support documents to include solicitation documents, real estate appraisals, land leases and conveyance documents; evaluate private sector and business proposals, use agreements, management and operations plans, and other financial and legal instruments currently in use in the private sector in support of real estate transactions.

PRE-PRICED DELIVERABLES: Deliverables that are priced at basic contract award. Reference Fully Burdened Prepriced Deliverable Rates Table.

PRIVATIZED PROJECT: A change from governmental or public ownership or control to private enterprise. Privatized projects include Housing Privatization (HP), Enhanced Use Leasing (EUL), Value Based Transaction (VBT), and Voluntary Action Program (VAP) for Real Estate and Environmental issues related to Base Realignment and Closure (BRAC) and other Real Estate Transaction (RT) and other Privatized Programs.

PROJECT (FOR CORPORATE EXPERIENCE/PAST PERFORMANCE): Projects shall consist of individual task orders or delivery orders issued under ID/IQ contracts, a stand alone project/contract for government or commercial clients or individual HP or comparable residential property requirements, EUL, VBT, or VAP services under a stand alone contract.

QUALITY CONTROL (QC): Quality Control is defined as a program for the systematic monitoring and evaluation of the various aspects of a project, service, or facility to ensure that standards of quality are being met.

TEAM: This solicitation will refer to the Prime and all identified Team Members as a “Team”.

TEAMING ARRANGEMENT (TA) OR LETTER OF INTENT (LOI): To be valid under this solicitation, a Teaming Arrangement (TA) or Letter of Intent (LOI) must commit the business entities to performance under this contract, should it be awarded to the Offeror.

TEAM MEMBER: Is defined as any business entity other than the Prime with a signed Teaming Arrangement (TA) or Letter of Intent (LOI) with the Prime.

VOLUNTARY ACTION PROGRAM (VAP): Voluntary Action Program (VAP) is an environmental mitigation program for Base Realignment and Closures.

VALUE BASED TRANSACTION (VBT): Value Based Transaction (VBT) is the optimization of real and potential value of real estate assets through active and aggressive management in accordance with Executive Order 13327, Federal Real Property Asset Management and Department of Defense Instruction 4165.70, Real Property Management. A "value-based" approach to asset management can take a variety of forms and approaches to optimize value and must reflect the fair market value of what the Air Force is giving up, and must be tangible.

1.0 Program Structure and Objectives

The Government intends to award one contract for Post Closing Management-13 (PCM-13). However, the Government reserves the right to award no contract if the Source Selection Authority (SSA) determines it is in the Government's best interest. The Government intends to evaluate proposals and award one contract without discussions with Offerors (except clarifications as described in FAR 15.306(a)). Therefore, the Offeror’s initial proposal should contain the Offeror’s best terms from a technical and a price standpoint. The Government reserves the right to conduct discussions if the SSA later determines them to be necessary.

1.1 Budget/Funding Information

For consideration in developing a proposal, the maximum ceiling value is $88M over the life of the contract. However, this contract is an indefinite delivery/indefinite quantity (ID/IQ) ordering vehicle and does not guarantee that any funds above the minimum amount will be awarded. Congressional budget year allocations and prioritized requirements may determine future task order awards.

2.0 General Instructions

(a) This section of the Instructions to Offeror(s) (ITO) provides general guidance for preparing proposals as well as specific instructions on the format and content of the proposal. The Offeror’s proposal shall include all data and information requested by the ITO and shall be submitted in accordance with these instructions. The offer shall be compliant with the requirements as stated in the Performance Work Statement (PWS), Contract Data Requirements Lists (CDRLs), and Model Contract. Non-conformance with the instructions provided in this ITO may result in an unfavorable proposal evaluation.

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

(c) The proposal acceptance period is specified in Section A, Standard Form 33, block 12 of the solicitation. The Offeror shall make a clear statement in the proposal documentation Volume I, that the proposal is valid for 180 days from the date of submission.

(d) Compliance with these instructions is mandatory and failure to comply may render your proposal ineligible for award.

2.1 General Information

2.1.1 Point of Contact

The Contracting Officer (CO) is the sole point of contact for this acquisition. The Offeror shall address any questions or concerns to the CO. Written requests for clarification may be sent to the CO via email. Email is the preferred method of communication. The CO for this acquisition is as follows.

Ms. Kathy E. Lewis Phone (210) 395-8273 e-mail: afcee.pcm-13@us.af.mil

2.1.2 Notifications/Debriefings

(a) Notifications: Offerors who are eliminated from further consideration for award will receive a notification with a basis of the determination only. The CO will notify Offeror(s) of the source selection decision in accordance with FAR 15.503(b).

(b) Debriefings: The CO will promptly notify Offerors of any decision to exclude them from the competitive range; whereupon, they may request and receive a debriefing in accordance with FAR 15.505. Offerors excluded from the competitive range may request a pre-award debriefing or they may choose to wait until after award 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 CO will notify unsuccessful Offerors in the competitive range of the source selection decision in accordance with FAR 15.506. Upon such notification, unsuccessful Offerors may request and receive a debriefing. Offerors desiring a debriefing must make their request in accordance with the requirements of FAR 15.505 or 15.506, as applicable.

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 CO in writing but no later than 10 business days after release date of the solicitation with supporting rationale as well as recommendations the Offeror is asking the CO 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. This reservation includes matters of additional or substitute pages of the initial proposal.

2.1.4 Electronic Reference Documents

All referenced documents for this solicitation are available on the Federal Business Opportunities (FedBizOpps) web site at http://www.fedbizopps.gov. Potential Offerors are encouraged to subscribe for real-time e-mail notifications when information pertaining to this solicitation has been posted to the website.

2.1.5 Teaming

All Team Members shall have a signed Teaming Arrangement (TA) or Letter of Intent (LOI). TAs or LOIs must be provided in Volume I, Contract Documentation, and Volume II, Technical.

(a) Any business entity without a TA or LOI with the Prime is NOT considered a Team Member and will not be evaluated.

(b) Mentor-Protégé (M-P) is a relationship and not a business entity. M-Ps require formal TAs or LOIs to qualify for consideration as a Team Member.

(c) A Joint Venture (JV) will be considered a sole business entity. Signed JV documentation must be provided in Volume I, Contract Documentation, and Volume II, Technical.

(d) The proposal shall present a complete, coherent presentation of the Team’s ability as applicable.

2.2 Organization/Distribution/Number of Copies/Page Limits

(a) Table 2.2 Proposal Organization

(1) The Offeror shall prepare the proposal as set forth in Table 2.2 below.

(2) The titles and contents of the volumes shall be as shown.

(3) All volumes shall be within the required page limits and with the number of copies as specified.

(4) All Proposal volumes (original unbound, hard copies, e-copies) identified shall be delivered to the address specified below by the date and time specified in Block 9 of the SF33, Section A, Cover Sheet:

Note: The two above addresses are not interchangeable.

(b) Specific format requirements are identified in paragraph 2.3, Proposal Format.

(c) The contents of each proposal volume are described in the Information to Offeror(s) paragraph as noted in the table below.

(d) In the event that this table conflicts with the detailed instructions in the paragraphs that follow, the detailed instructions shall take precedence.

(e) In compliance with FAR Subpart 4.8 (Government Contract Files), the Government will retain one copy of all unsuccessful proposals. The Government will destroy extra hard copies of unsuccessful proposals.

(atch L-4)

(atch L-10) Unlimited

Unlimited

7.3

Table 2.2 Proposal Organization

* PPI Forms for 8-10 projects from web-based PPI tool.

** See 2.3.10.3 Electronic Copies (E-Copies) for separate PCM-13 FFP Fully Burdened Hourly Labor Rates Table and FFP Fully Burdened PrePriced Deliverable Rates Table CD-ROM requirements.

2.3 Proposal Format

2.3.1 Guidance

(a) This section of the ITO provides general guidance for preparing proposals as well as specific instructions on the format and content of the proposal.

(b) The Offeror’s proposal must include all data and information requested by the ITO and must be submitted in accordance with these instructions.

(c) All the requirements specified in this solicitation are mandatory.

(d) You are representing that your firm will perform all the requirements specified in the solicitation by submitting your proposal.

(e) These instructions are intended to elicit brief and specific responses. However, simply stating that the Offeror understands and intends to comply with this effort or paraphrasing statements in the solicitation is inadequate.

(f) The offer shall comply with the requirements as stated in the solicitation.

2.3.2 Sufficient Detail

(a) The proposal shall be clear, concise, and shall include sufficient detail for effective evaluation and for substantiating the validity of stated claims.

(b) 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.

(c) Offeror(s) shall assume that the Government has no prior knowledge of their capabilities and experience, and will base its evaluation solely on the information presented in the Offeror’s proposal.

2.3.3 Elaborate Presentations Not Desired

Elaborate brochures or documentation, binding, detailed artwork, or other embellishments are unnecessary and are NOT desired.

2.3.4 Price Information

All pricing information shall be addressed in Volume IV (Price Volume. No pricing information shall be addressed in Volume II (Technical), Volume III (Past Performance) and Volume V (Small Business Participation). Attachments L-12 and L-13 are to be included in both Volume I (Contract Documentation) and Volume IV (Price).

2.3.5 No Cross-Referencing

(a) Each volume shall be written on a standalone basis so that its contents may be evaluated without cross-referencing to other volumes of the proposal.

(b) Information required for proposal evaluation, which is not found in its designated volume, will be assumed to have been omitted from the proposal.

(c) Each response to each Subfactor shall be self-contained. No cross-referencing between Subfactor responses is allowed.

2.3.6 Tab Indexing

(a) Tab indexing shall be used to identify sections within each volume.

(b) Tabs for items identified in the Title column of Table 2.2 Proposal Organization shall be utilized.

(c) Tabs do not count against the page limitations for their respective volumes.

Note: DO NOT include proposal information on tabs.

2.3.7 Table of Contents

(a) Table of Contents.

(1) Each volume shall contain a detailed table of contents to delineate the subparagraphs within that volume.

(b) Master Table of Contents.

(1) Volume I, Contract Documentation, shall contain a consolidation of the individual Table of Contents for all Volumes (I through V).

(2) A separate e-file of the Master Table of Contents shall be provided in accordance with Electronic Copy requirements in paragraph 2.3.10.3.

(c) The Table of Contents will not count against the page limitations for their respective volumes.

2.3.8 List of Tables and Figures

(a) Each volume shall contain a list of all tables and figures within that volume.

(b) The List of Tables and Figures will not count against the page limitations for their respective volumes.

2.3.9 Glossary of Abbreviations and Acronyms

(a) Each volume shall contain a glossary of all abbreviations and acronyms used, with an explanation for each.

(b) One glossary may be developed for the entire proposal and provided in each volume.

(c) Glossaries do not count against the page limitations for their respective volumes.

2.3.10 Proposal Copies

(a) All copies of an Offeror’s proposal must be submitted together.

(b) All Prime and Team Member(s) information must be incorporated into one coherent submittal.

(c) Staples shall not be used.

(d) Be sure to identify appropriate markings as identified in FAR 52.215-1(e) and FAR 3.104-4, “Restriction on disclosure and use of data.”

2.3.10.1 “Original” Unbound Proposal

One hardcopy of each volume shall be clearly identified as “original”. The “original” shall be formatted as follows:

(a) Clearly marked as “Original”

(b) Unbound

(c) Printed head-to-foot so that each page can be read when placed in a standard 2-hole file folder

(d) Each volume shall have a cover sheet, clearly marked as volume number, “ORIGINAL”, Offeror’s name, solicitation title, and solicitation number.

2.3.10.2 Hard Copies

(a) Each hard copy volume of the proposal, except for original, shall be separately bound in a three-ring loose-leaf binder, which shall permit the volume to lie flat when open.

(b) A cover sheet shall be bound in each book, clearly marked as to volume number, copy number, Offeror’s name, solicitation title, and solicitation number.

(c) A Label shall be placed in the front cover of each binder clearly identifying volume number, copy number, Offeror’s name, solicitation title, and solicitation number.

(d) A Label shall be placed in the spine of each binder clearly identifying volume number, copy number, Offeror’s name, solicitation title, and solicitation number.

(e) All unclassified document binders shall have a color other than red or other applicable security designation colors.

2.3.10.3 Electronic Copies (E-Copies)

General requirements

(a) All electronic copies shall be submitted on CD-ROM in a flexible plastic protective sleeve. Protective sleeves shall be hole-punched with a standard 2-hole punch at the top of each sleeve.

(1) Electronic file directory titles and organization shall reflect the titles and organization of these instructions.

(2) Each directory shall contain a Microsoft Word file with the Master Table of Contents for that directory.

(3) The PDF copy of the FFP Fully Burdened Hourly Labor Rates Table and the FFP Fully Burdened PrePriced Deliverable Rates Table shall be an exact duplicate of the “original” paper proposal. The CD-ROMs will be used for proposal evaluation. The Government will not perform a word-by-word check of the “original” vs. the PDF version. However, if discrepancies are identified between the electronic proposal and the “original” paper proposal, the paper proposal shall prevail.

(4) Offerors shall ensure electronic copies on CD-ROM are virus free.

(5) Electronic copies of each volume shall be compatible with the following available Government equipment and software products:

Windows compatible PCs Adobe Acrobat Reader 7.0 Microsoft Office 2007

(6) Sound or video (e.g. MPEG) files shall not be embedded into the proposal files.

(7) maximum file size 20M

(b) Master copy CD-ROM requirements

(1) Complete electronic copies of all volumes shall be submitted in Adobe Acrobat Portable Document File (PDF) searchable and selectable text format.

(2) A separate CD-ROM shall be used for each volume. Six (6) CDs total.

(3) Each CD-ROM and protective sleeve shall be clearly marked as to volume number, Offeror’s name, solicitation title, and solicitation number.

(c) PCM-13 FFP Fully Burdened Hourly Labor Rates Table and FFP Fully Burdened PrePriced Deliverable Rates Table CD-ROM requirements

(1) A separate CD-ROM of all labor rate tables and PrePriced Deliverable Rates Table is required.

(2) i. Labor Rates shall be provided in the format of the PCM-13 FFP Fully Burdened Hourly Labor Rates Microsoft Excel spreadsheet format provided on the Attachment L-12.

ii. Deliverable Rates shall be provided in the format of the PCM-13 PrePriced Deliverable Rates Table Microsoft Excel spreadsheet format provided on the Attachment L-13.

(3) The PCM-13 FFP Fully Burdened Hourly Labor Rates and Fully Burdened PrePriced Rates CD-ROM and protective sleeve shall be clearly marked as "PCM-13 FFP Fully Burdened Hourly Labor Rates and PrePriced Deliverable Rates Tables", volume number, copy number, Offeror’s name, solicitation title, and solicitation number.

2.3.11 Page Format Restrictions and Limitations

2.3.11.1 Page Format

(a) All pages shall be printed double-sided on recycled paper as much as practical. For example, original letters are exempted from the double-sided requirement.

(b) Pages shall be 8.5 x 11 inches, not including foldouts.

(c) Text pages shall be portrait oriented. Graphics and tables may be landscape oriented if required to properly present the information.

(d) Pages shall be typed with at least single line spacing.

(e) No condensed fonts allowed. Times New Roman, Arial, or similar font preferred. The font size shall be no less than 12 point except for the following.

(1) The reproduced sections of the solicitation document shall be as reproduced.

(2) The font shall be no smaller than 10 point for text in tables, charts, graphs and figures.

(3) The font for table cell, chart, graph or figure labels shall be no smaller than 8 point.

(f) Margins on all four edges of each sheet will be at least one inch.

(g) Proprietary statements, security markings, and page numbers can fall within the defined margin area.

(h) Except for the Price Volume, each required section within a volume shall be numbered consecutively (i.e. Exec Summary 1-5 Management Approach 1-20, etc).

(i) These page format restrictions shall also apply to responses to Evaluation Notices (ENs).

2.3.11.2 Foldouts

(a) Foldout pages may only be used for large tables, charts, graphs, diagrams and schematics.

(b) Foldout pages may not be used for pages of text.

(c) Legible tables, charts, graphs, diagrams, schematics and figures shall be used wherever practical to depict organizations, systems and layout, implementation schedules, design drawings, plans, etc.

(d) These displays shall be uncomplicated, legible and shall not exceed 11 x 17 inches in size.

(e) Each printed side of a foldout will count as two pages.

(f) For tables, charts, graphs and figures, the font shall be no smaller than 8 point.

(g) All information (except documentation numbers, classification markings, and page numbers) shall be contained within an image area of 9 x 15-1/2 inches.

(h) Foldout pages shall fold so that the Government can read and evaluate them without removal from proposal binder.

2.3.11.3 Page Limitations

(a) Page limitations shall be treated as maximums.

(b) Each side of each 8 ½ x 11 inch sheet that displays printed material shall be counted as 1 page for page limitation purposes.

(c) Each side of each 11 x 17 inch sheet that displays printed material shall be counted as 2 pages for page limitation purposes.

(d) Compliance with page count limits shall be verified via the hardcopy.

(e) If page limits are exceeded, the excess pages:

(1) will be destroyed; and

(2) will not be read or considered in the evaluation of the proposal.

(f) Page limitations shall be placed on responses to ENs. The specified page limits for EN responses will be identified in the letters forwarding the ENs to the Offeror(s)

2.3.11.4 Pages Counted

Each page shall be counted except the following.

(a) Cover pages

(b) Table of contents

(c) List of tables and figures

(d) Glossaries

(e) Tabs

(f) Dividers

(g) Blank pages

(h) Volume sections in Table 2.2 Proposal Organization marked as “Unlimited”

3. VOLUME I - CONTRACT DOCUMENTATION

3.0 Volume Organization

(a) Executive Summary

(b) Master Table of Contents

(c) Table of Contents

(d) List of Tables and Figures

(e) Glossary of Abbreviations and Acronyms

(f) Validity Statement

(g) Contractor Data Form (Attachment L-1)

(h) Teaming Arrangements and/or Letters of Intent

(i) Exceptions to Solicitation Requirements

(j) Model Contract

(k) Representations and Certifications

(l) Attachments for the Model Contract

(m) Financial Responsibility

(n) Financial Capability Risk Assessment Pre-Review Form (Attachment L-2)

3.1 Executive Summary

(a) The Executive Summary is a concise narrative summary of the entire proposal, excluding price.

(i) The summary shall include key technical features describing key technical, performance, and management features of the Offeror.

(ii) The summary shall also include key contract features describing Subcontractors, or TAs, delivery schedules for the period of performance including schedules for the basic and all options.

(b) The salient features shall tie in with Section M evaluation criteria.

(c) Any summary material presented here shall not be considered as meeting the requirements for any portions of other volumes of the proposal.

3.2 Standard Proposal Information

(a) Provide a Master Table of Contents for the entire proposal (all volumes).

(b) Provide a Table of Contents for Volume I per ITO paragraph 2.3.7.

(c) Provide a List of Tables and Figures for Volume I per ITO paragraph 2.3.8.

(d) Provide a Glossary of Abbreviations and Acronyms for Volume I per ITO paragraph 2.3.9.

3.3 Validity Statement

(a) The proposal acceptance period is specified in the SF 33, Page 1, Block 12 of the model contract/solicitation.

(b) The Offeror shall make a clear statement that the proposal is valid until this date in the proposal documentation volume.

(c) Be sure to identify appropriate markings as identified in FAR 52.215-1(e) and FAR 3.104-4, “Restriction on disclosure and use of data.”

3.4 Contact Information

(a) Offeror shall complete the PCM-13 Contractor Data Form, Attachment L-1.

(b) The Offerer shall include completed PCM-13 Contractor Data Form in Volume I.

3.5 Teaming Arrangements and/or Letters of Intent

(a) Provide all Teaming Arrangements and Letters of Intent for Team Members performing as a Team as required in Volume I, Contracting, ITO paragraph 2.1.5.

(b) If a contractor proposes as a Prime contractor, Subcontractor, or Team Member on this acquisition, then they cannot participate on any other PCM-13 proposal.

3.6 Exceptions to Solicitation Requirements

(a) Offerors are required to meet all solicitation requirements, such as terms and conditions, representations and certifications, and technical requirements, in addition to those identified as evaluation factors or Subfactor. Failure to meet a requirement may result in an offer being ineligible for award. Offerors shall clearly identify any exceptions to Terms and Conditions of the model contract. Exceptions are strongly discouraged. Failure to comply with the terms and conditions of the solicitation may result in the Offeror being removed from consideration for award.

(b) Exceptions taken to terms and conditions of the model contract, to any of its formal attachments, or to other parts of the solicitation shall be identified.

(c) Each exception shall be specifically related to each paragraph and/or specific part of the solicitation to which the exception is taken.

(d) Provide rationale in support of the exception and fully explain its impact, if any, on the performance, schedule, cost, and specific requirements of the solicitation.

(e) This information shall be provided in the format and content of Table 3.6. Failure to comply with the terms and conditions of the solicitation may result in the Offeror being removed from consideration for award.

Table 3.6 – Solicitation Exceptions Solicitation Document

3.7 Model Contract

(a) The purpose of this section is to provide information to the Government for preparing the contract document and supporting file.

(b) The Offeror’s proposal shall include a signed copy of the Model Contract (Sections A thru J). Signature by the Offeror on the Standard Form 33 constitutes an offer, which the Government may accept. The "original" copy shall be clearly marked under separate cover and shall be provided without any punched holes.

3.7.1 Representations and Certifications

(a) The Offeror’s proposal shall include a signed copy of the Representations and Certifications, Section K.

(b) The Offeror may submit a signed copy from the Online Representations and Certifications (ORCA) website in lieu of completing the Representations and Certifications included in the model contract.

3.7.2 Attachments for the Model Contract

The contractor shall provide the following for Section J of the Model Contract:

(a) Attachment L-12 - FFP Fully-Burdened Hourly Labor Rates Table

(b) Attachment L-13 - FFP Fully-Burdened PrePriced Deliverable Rates Table

(c) Small Business Subcontracting Plan (as applicable)

The following is a list of documents which will be made part of the PCM-13 Contract upon award:

(a) Exhibit A – Contract Data Requirements Lists (A00X)

(b) Exhibit B – Contract Data Requirements Lists (B00X)

(c) Attachment L-3 - Performance Work Statement

(d) Attachment L-12 - FFP Fully-Burdened Hourly Labor Rates Table

(e) Attachment L-13 - FFP Fully-Burdened PrePriced Deliverable Rates Table

(f) Small Business Subcontracting Plan (as applicable)

(g) Attachment L-11 - Labor Categories and Definitions

(h) Attachment L-14 – Quality Assurance Surveillance Plan

3.7.3 Financial Responsibility

(a) Offerors shall provide the last three (3) years of financial statements, and year-to-date financial information through the last quarter available. If audited, reviewed, compiled or certified financial statements are available, these shall be submitted.

(b) The above information shall be provided for the Prime. If the Offeror is a combination of firms (for example, a partnership or joint venture), discuss the financial responsibilities among the companies. Historical (last 3 years) and year-to-date financial data (through the last quarter available) shall be submitted for each company that makes up the Offeror, and the ability to fund contract performance shall be addressed for the combined firm.

(c) Offerors are responsible for determining the responsibility of their prospective Subcontractors. Determinations of prospective Subcontractor responsibility may affect the Government’s determination of the prospective Prime contractor’s responsibility. Offerors will be required to provide written evidence of a proposed Subcontractor’s responsibility.

(d) The Prime shall complete the Financial Capability Risk Assessment using the Financial Capability Risk Assessment Pre-Review Form, Attachment L-2. A copy of this completed form shall be included in the contract volume of the proposal. The following information will be required: Firm name and company information, Point of Contact (POC) and full contact information to include physical address, mailing address, phone, fax, e-mail address, and cognizant Defense Contract Management Agency (DCMA) office.

(e) Financial responsibility will not be evaluated as a separate price subfactor. However, it is a basic contract requirement with a pass/fail determination thus it will be evaluated during the source selection process. A contract may only be awarded to the Offerors who are deemed responsible in accordance with the Federal Acquisition Regulation (FAR) Part 9.

4. VOLUME II – FACTOR 1: TECHNICAL

4.0 Volume Organization

(a) Executive Summary (duplication of executive summary in Volume I, Contract Documentation)

(b) Table of Contents

(c) List of Tables and Figures

(d) Glossary of Abbreviations and Acronyms

(e) Teaming Arrangements and/or Letters of Intent

(f) Technical Subfactor 1.1, Management Approach

(g) Technical Subfactor 1.2, Document Management

(h) Technical Subfactor 1.3, Corporate Experience

(i) Corporate Experience Summary (Attachment L-4)

(j) Corporate Experience Matrix (Attachment L-5)

(k) Corporate Experience Narratives

4.1 Standard Proposal Information

(a) Provide a duplicate copy of the Executive Summary narrative as required in Volume I, Contracting, ITO paragraph 3.1.

(b) Provide a Table of Contents for Volume II per ITO paragraph 2.3.7.

(c) Provide a List of Tables and Figures for Volume II per ITO paragraph 2.3.8.

(d) Provide a Glossary of Abbreviations and Acronyms for Volume II per ITO paragraph 2.3.9.

4.2 Teaming Arrangements and/or Letters of Intent

Provide duplicate copies of all TAs and LOIs for all Team Members as required in Volume I, Contract Documentation, ITO paragraph 3.5 to perform as a Team.

4.3 General

(a) The Technical Volume shall be specific and complete. In the Technical Volume, address your proposed approach to meeting the minimum performance or capability requirements of each technical Subfactor.

(b) Marketing presentations are not wanted and will not be evaluated. Hard evidence of capabilities is required to receive credit for evaluation factors.

(c) Legibility, clarity, and coherence are very important.

(d) Your responses will be evaluated against Section M, Evaluation Factors.

(e) Provide as specifically as possible, the actual methodology you would use for accomplishing and satisfying the requirements.

(f) All the requirements specified in the solicitation are mandatory. By your proposal submission, you are representing that your Team 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.

(g) Technical Subfactors.

(1) Include capabilities of Prime and Team Members.

(2) Describe the Offeror’s proposed strategic approach to meeting the requirements of each Technical Subfactor.

4.4 Technical Subfactor 1.1 –Management Approach

The Offeror shall submit a management approach covering both the Prime and Team Members. The management approach shall include at a minimum a detailed description of the following management activities:

(a) How the Offeror will manage all Team Members and Subcontractors in the performance of Federal Government Post Closing Management (PCM) services in support of the entire spectrum of the Performance Work Statement (PWS).

(b) How the Offeror will execute all PCM activities necessary to carry out the full spectrum of Government needs to monitor, oversee and manage the Housing Privatization (HP), Enhanced Use Leasing (EUL), Value Based Transaction (VBT), Voluntary Action Program (VAP), Real Estate Transactions/Programs and other privatization initiatives, with attention to cost mitigation strategies and provide forecasting, problem resolution and solution implementation. The Offeror shall also describe in detail how the Offeror will plan for surges in workload, approximately seven (7) new EUL/VBT projects per year.

(c) The Offeror’s quality control/quality assurance processes to ensure the financial accuracy and integrity of technical data across multiple projects.

(d) The Offeror’s risk management tools/reports and a description of how they will be used to minimize, control and manage portfolio management risks associated with financial and legal support, compliance assessment, document management and economic analysis addressed in the Offeror’s Management Approach.

(e) The Offeror’s strategies for coordinating, gathering, analyzing data from multiple stakeholders and reporting that will be utilized at each management level (e.g., installation, MAJCOM, AFCEC, Air Staff, SAF, and DOD) and how this will be used to minimize the need for Government assistance during the various data collection phases.

(f) The Offeror's strategies to transition in the PCM program activities within 90 calendar days after contract award and transition out at the end of the contract to a follow-on Contractor .

4.5 Technical Subfactor 1.2 – Document Management

The Offeror shall provide a document management approach that describes the following:

(a) The Offeror’s approach to document retention, reporting, security provisions for data integrity, data interface and migration to document management repository and trending of information plus full spectrum of document management services to include legal transactions, financial management, training, lessons learned, stakeholder sites and topic sites.

(b) How the Offeror will transition current data and integrate the existing document management repository into the Offeror's secure server host within 60 calendar days.

(c) The Offeror’s approach to incorporating existing and new Government privatization projects to include, HP, EUL, VBT, VAP, and other financial and management data and shall describe how the data will be managed to produce analysis and trending information.

(d) The Offeror’s approach to developing detailed reports that identify problem areas and recommended procedures to mitigate Government financial risks.

(e) How the Offeror will provide real time access to program data via electronic media to ensure all users are aware of the latest project information.

(f) The Offeror’s approach to optimize document management organization of data and files to reduce redundancies, standardize filing methods and retrieval of current information plus conduct periodic reviews to ensure uploaded files are error free and do not contain sensitive information.

4.6 Technical Subfactor 1.3 – Corporate Experience

The Offeror shall provide at least three (3) years relevant experience within the last five (5) years demonstrating capacity to manage a program scope comparable to the AF HP, EUL, VBT and VAP or any other privatized initiatives (for example Energy) as described in the PWS (Attachment L-3). For the three (3) years of relevant experience, the Prime contractor shall provide a minimum of twelve (12) consecutive months of relevant experience. The Offeror shall provide 8 – 10 projects completed or at least 50% complete within the last five (5) years. The Government will not consider or evaluate corporate experience on an Offeror submission that concluded more than five (5) years prior to the issuance date of this solicitation. The Government will consider only work performed by the Team.

(a) The proposal shall identify corporate experience covering simultaneously executed PCM projects using the 8-10 Projects. This information shall be presented in accordance with (IAW) the instructions and format shown in Attachment L-4, Corporate Experience Summary. A minimum of 50% of submitted Projects are required from the Prime, a minimum of one (1) shall be provided for each Team Member (20% or critical). At least three (3) shall cover HP or comparable residential property requirements and at least one (1) shall cover EUL, VBT, or VAP program requirements. The remaining projects may cover any of the listed program requirements. To demonstrate simultaneously executed projects, at least three (3) projects by the Prime shall have concurrent work performance within the same 12-month period. Three (3) HP or comparable residential property requirements from the Prime must collectively cover all six (6) critical PWS task areas.

(b) Using the 8-10 projects identified in paragraph a above, the proposal shall identify corporate experience covering work for the overall PCM program to include demonstration of work in all of the areas of the PWS:

(1) provide financial support/analysis*,

(2) manage and integrate multiple project analysis into an integrated report*,

(3) provide specific industry legal advice,

(4) provide insurance assessments,

(5) identify compliance deficiencies*,

(6) manage and maintain documentation,

(7) perform Quality Site Assessments/assistance visits*,

(8) develop a compliance checklist,

(9) analyze and provide current market information*,

(10) transition the program documentation repository,

(11) perform economic analysis*.

*denotes critical task areas This information shall be presented in accordance with the instructions/notes shown in Attachment L-5, Corporate Experience Matrix.

(c) The Offeror shall provide narrative information describing in detail corporate experience for work performed on the projects identified above in paragraphs a & b above. The narratives shall include a description of the scope of the project work effort, how the effort demonstrates experience in the service specified in the PCM PWS paragraph to which the program relates, Team Members involved in the project, how the Offeror established and maintained effective relationship with stakeholders, location of work, and duration of effort.

4.7 Technical Subfactor 1.4 – Small Business Participation

See Section L, Paragraph 7 of the ITO.

5. VOLUME III – FACTOR 2: PAST PERFORMANCE

5.0 Volume organization:

(a) Executive Summary (duplication of executive summary in Volume I, Contract Documentation)

(b) Table of Contents

(c) List of Tables and Figures

(d) Glossary of Abbreviations and Acronyms

(e) Narrative

i. Present/Past Performance Summary

ii. Relevance of Present/Past Performance to Technical Subfactors

iii. Organization Structure Change History

(i) Present/Past Performance Documents

(j) Past Performance Information (PPI) (Attachment L-6)

(k) Past Performance Information Summary Sheet (Attachment L-8)

(k) Present/Past Performance Questionnaires (PPQ) (Attachment L-7)

(l) Consent Letter(s) (Attachment L-9)

(m) Client Authorization Letter(s) (Attachment L-10)

5.1 Executive…