Attachment_9 _Section_L.pdf

TOS

FA9101-13-R-0100

Amendment 0002 Attachment 9

SECTION L

AEDC-L001, INFORMATION TO OFFERORS (ITO)

L-1.0. Program Structure and Objectives

The Test Operations and Sustainment (TOS) Program is for the test, analysis, and evaluation in support of aerospace programs; test technology development leading to future test capabilities;

the operation, sustainment, and repair of the facilities and related utilities; and engineering, test, analysis, and evaluation in support of exploitation of foreign aerospace technology activities.

The AEDC mission is to provide developmental test and evaluation (DT&E) to Air Force Materiel Command (AFMC), other Air Force Major Commands (AF MAJCOMs), Department of Defense (DoD), and other users. AEDC also performs tests for foreign governments and companies when so required. This TOS contract primarily supports the operations and sustainment of AEDC, both at its parent location at AEDC, Arnold AFB, TN and at Geographically Separated Units (GSUs) at NASA Ames (National Full Scale Aerodynamic Complex (NFAC) and at Tunnel 9 in Maryland. There are six additional contracts performing portions of the mission and support work at these locations. This TOS contract is a one-year, cost-plus-award-fee vehicle with a variety of award terms and option years that allow performance of up to eight years. AEDC is a test facility of the DoD Major Range and Test Facility Base (MRTFB) managed by the Air Force as outlined in DoD Directive 3200.11.

L-1.1. Budget / Funding Information

Workload information and the FY16 Government estimate of hours are provided for Offeror information (see Attachment L-8, Workload Resource Guide). Total resources available in any fiscal year are based upon a budget subject to congressional approval and funding allocation to AEDC. Therefore, it may be necessary to adjust the contract resources during phase-in and prior to performance to accommodate actual funding availability for FY16.

L-2.0. 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 Statement of Objectives (SOO), Performance Work Statement (PWS), Contract Data Requirements List (CDRL), and solicitation. 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 proposal should not simply rephrase or restate the Government's requirements but rather shall provide convincing rationale to address how the Offeror intends to meet these requirements. Offerors shall assume that the Government has no prior knowledge of their facilities and experience and will base its evaluation on the information presented in the Offeror's proposal.

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

(d) The proposal acceptance period is specified in Section A of the solicitation. The Offeror shall make a clear statement in Section A of the contract documentation volume that the proposal is valid for a period of not less than 240 calendar days from release of the Request for Proposal (RFP). This period may be extended upon the mutual agreement of the Offeror and the Contracting Officer.

(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.

L-2.1. General Information

L-2.1.1. Point of Contact

The Contracting Officer Mr. Joe Warren, is the sole point of contact for this acquisition.

Address any questions or concerns you may have to the Contracting Officer at aedc.sso@us.af.mil .

L-2.1.2. Debriefings

The Contracting Officer 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 Contracting Officer 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.

L-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 Contracting Officer in writing with supporting rationale as well as the remedies the Offeror is asking the Contracting Officer to consider as related to the omission or error.

L-2.1.4. Discussions

The Government intends to evaluate proposals and award a contract after conducting discussions with Offerors whose proposals have been determined to be within the competitive range. If the Contracting Officer determines that the number of proposals that would otherwise be in the competitive range exceeds the number at which an efficient competition can be conducted, the Contracting Officer may limit the number of proposals in the competitive range to the greatest number that will permit an efficient competition among the most highly rated proposals.

Therefore, the Offeror’s initial proposal should contain the Offeror’s best terms from a price and technical standpoint.

L-2.1.5. Electronic Reference Documents

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

In addition, a competition library was established on the AEDC public website, www.arnold.af.mil/toslibrary, where a significant amount of unclassified information is available to potential Offerors.

L-2.1.6. Communications

Exchanges of source selection information between Government and Offerors will be controlled by the Contracting Officer. 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 and 3.104” in the Subject line. Otherwise, source selection information will be transmitted via other means as appropriate.

L-2.2. Organization / Number of Copies / Page Limits

The Offeror shall prepare the proposal as set forth in the Proposal Organization Table (Table

2.2 below). The titles and contents of the volumes shall be as defined in this table, all of which shall be within the required page limits and with the number of copies as specified in Table 2.2.

The volumes identified in the table shall be separately bound in three-ring, loose-leaf binders.

The contents of each proposal volume are described in the ITO paragraph as noted in the table below:

Table 2.2 - Proposal Organization

VOLUME ITO Paragraph

Number

VOLUME TITLE COPIES

(Electronic / Paper)

PAGE LIMIT /

GOAL

I 3.0 Executive Summary (2 / 10) 12 / NA II 4.0 Technical (2 / 5) 200 / NA III 5.0 Past Performance (2 / 7) NA IV 6.0 Cost / Price (2 / 5) NA / 200 V 7.0 Contract Documentation (2 / 4) NA / NA

L-2.2.1. Page Limitations

Page limitations shall be treated as maximums. If exceeded, the excess pages will not be read or considered in the evaluation of the proposal and excess paper copies will be returned to the Offeror as soon as practicable. 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. Each page shall be counted except the following: Cover pages, tables of contents, glossaries, tabs, cross-reference matrix, Contract Performance Work Statement, Small Business Subcontracting Plan, Organizational Conflict of Interest (OCI) Mitigation Plan, and Staffing Plan.

L-2.2.1.1. Page Size and Format

(a) A page is defined as each face of a sheet of paper containing information. When both sides of a sheet display printed material, it shall be counted as two pages. Page size shall be 8.5 x 11 inches, not including foldouts. Pages shall be typed with single line spacing.

Except for the reproduced sections of the solicitation document, the text size shall be no less than 12-point Times New Roman font. Tracking, kerning, and leading values shall not be changed from the default values of the word processing or page layout software. Use at least 1-inch margins on the top and bottom and ¾-inch side margins. Pages shall be numbered sequentially by volume. These page size and format restrictions shall also apply to responses to ENs. These limitations shall apply to both electronic and hard copy proposals.

(b) Legible tables, charts, graphs, and figures shall be used wherever practical to depict organizations, systems and layout, implementation schedules, plans, etc. These displays shall be uncomplicated, legible, and shall not exceed 11 by 17 inches in size. Foldout pages shall fold entirely within the volume, and count as a single page (i.e., information shall only be on one side of the page). Foldout pages may only be used for large tables, charts, graphs, diagrams, and schematics not for pages of text. For tables, charts, graphs and figures, the text shall be no smaller than 8-point Times New Roman font. These limitations shall apply to both electronic and hard copy proposals.

L-2.2.2. Cost or Pricing Related Data

L-2.2.2.1. Cost Information

All cost or pricing data shall be addressed ONLY in the Cost / Price Proposal and Contract Documentation Volumes except the cost benefits that will be addressed in the Technical Volume in response to Subfactor 4, Innovations and Efficiencies. Cost trade-off information, work hour estimates, and material kinds and quantities may be used in other volumes only as appropriate for presenting rationale for alternatives or design and trade-off decisions.

L-2.2.2.2. Cost or Pricing Information Requirements

Provide a sufficiently detailed proposal to demonstrate reasonableness and realism. Submit cost or pricing information in accordance with Attachment L-9, TOS Cost Model, following the instructions within the attachment. In addition, provide cost information to the lowest Work Breakdown Structure (WBS) level used to develop your cost estimate. Ensure the lower level information tracks to the WBS level(s) provided in Attachment L-9, TOS Cost Model. If your proposed Contract Performance Work Statement (CPWS) is different from Attachment 8, Performance Work Statement, then provide a map showing linkage between AEDC Work Breakdown Structure (WBS) and your CPWS similar to Table L-8.3, WBS to PWS Cross- Reference Mapping, in Attachment L-8, Workload Resource Guide. This information is not considered cost or pricing data and thus, a certificate is not required in accordance with FAR

15.402. If the Contracting Officer determines there is insufficient information available to determine price reasonableness and none of the exceptions in FAR 15.403-1 apply, then the Offeror shall be required to submit cost or pricing data. The burden of proof for the credibility of proposed cost / prices rests with the Offeror. Offerors may add worksheets to the cost model to ensure all cost data is included and that formulas can be interlinked. Offerors may modify the provided formulas, when required, for consistency with disclosed accounting practices.

Changes to provided formulas must be noted on the cost model. Offerors are required to submit their detailed cost buildup within the cost model which shows direct linkage between proposed labor rates, skill mix, burdens, hours (regular and overtime), location, and company to the price shown in the roll-up forms.

L-2.2.3. Classified Information

The Government does not desire that any classified information be included as part of your proposal. If it is absolutely necessary to provide classified information, it shall be submitted in a classified addendum to the appropriate proposal volume. Addendum pages will be included in the page count and shall conform to all proposal preparation instructions.

L-2.2.4. 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 Offeror shall complete the Solicitation Cross Reference Matrix (CRM) at Attachment L-7, which assures all requirements are addressed and easily accessible to the evaluators. The CRM shall be included in Offeror’s proposed Technical volume (see L-4.2.1) but will not be included in page count. The CRM must provide a single integrated index for the entire proposal. This index shall cross reference the draft Performance Work Statement (PWS), Section L, Section M, and the Statement of Objectives (SOO) to the Offeror’s proposal, and Contract Performance Work Statement (CPWS).

L-2.2.5. Indexing

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

L-2.2.6. Glossary of Abbreviations and Acronyms

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

L-2.2.7. Binding and Labeling

Each volume of the proposal should be separately bound in a three-ring, loose leaf binder permitting the volume to lie flat when open. Staples shall not be used. A cover sheet should be bound in each book, clearly marked as to volume number, title, copy number, solicitation identification, and the Offeror's name. The same identifying data should be placed on the spine of each binder. All unclassified document binders shall have a color other than red or other applicable security designation colors. Be sure to apply all appropriate markings including those prescribed in accordance with FAR 52.215-1(e), Restriction on disclosure and use of data, and FAR 3.104-4, Disclosure, Protection, and Marking of Contractor Bid or Proposal Information and Source Selection Information.

L-2.3. Electronic Offers

The content and page size of electronic copies must be identical to the hard copies. For electronic copies, indicate on each CD the volume number and title. Use separate files to permit rapid location of all portions, including subfactors, exhibits, annexes, and attachments, if any. The Offeror shall submit volumes I through V in electronic format, using virus-free CD-R.

The Offerors shall not use CD-RW. Each volume shall be in a different directory on a CD. If files are compressed, the necessary decompression program must be included. The electronic copies of the proposal shall be submitted in a format readable and searchable by Adobe Acrobat (Version 9.0 or later), Microsoft (MS) Office Word 2010, MS Office Excel 2010, MS Office Project 2010, and MS Office Power Point 2010, as applicable. In the event there are any discrepancies between the hard copies and the electronic copies of the proposal, the hard copies will be used for evaluation.

L-2.4. Distribution

The "original" proposal shall be identified. Proposals shall be addressed to the Contracting Officer and mailed or hand carried to:

AEDC/SSO

Attn: Mr. Joe Warren 1307 Schriever Avenue Arnold AFB TN 37389-5100

L-3.0. Volume I - Executive Summary

In the Executive Summary Volume, the Offeror shall provide the following information:

L-3.1. Narrative Summary

The narrative 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.

L-3.2. Table of Contents

Include a master table of contents of the entire proposal.

L-4.0. Volume II - Technical Volume

L-4.1. General

The Technical Volume should be specific and complete. Legibility, clarity, and coherence are very important. Offeror responses will be evaluated against the Technical subfactors defined in Section M, Evaluation Factors for Award. Using the instructions provided below, provide as specifically as possible the actual methodology you would use for accomplishing / satisfying these subfactors. All the requirements specified in the solicitation are mandatory. By your proposal submission, you are representing that your firm will perform all the requirements specified in the solicitation. It is 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.

L-4.2. Format and Specific Content

L-4.2.1. Volume Organization

The Technical volume shall be organized according to the following general outline

Table of Contents List of Table and Drawings Glossary Cross Reference Matrix Contract Performance Work Statement Subfactor 1: Technical Operations

- Operation of Test and Test Support Assets

- Integrated Scheduling

- Lifecycle Sustainment

- Capital Improvements Subfactor 2: Management Approach

- Performance Measurement

- Interface Management

- Workload Management

- Transition / Phase-In Management

- Subcontracting Management

- Organizational Conflict of Interest Subfactor 3: Qualified Personnel

- Key Personnel

- Staffing Plan Subfactor 4: Innovation and Efficiencies

L-4.2.2. Technical

In this volume, address your technical solution for meeting or exceeding the Government’s minimum performance or capability requirements of each technical subfactor.

L-4.2.3. Technical Risk

Address the Technical Risk associated with those aspects of your proposed technical approach you consider to have the potential for disruption of schedule, increased costs, degradation of performance, the need for increased Government oversight, or the likelihood of unsuccessful contract performance. Classify each risk in accordance with DoD Source Selection Procedures Table 3, Technical Risk Rating. Provide the rationale for each risk and its rating, including quantitative estimates of the impact on cost, schedule, and performance. Describe the impact of each identified risk in terms of its potential to interfere with or prevent the successful accomplishment of other contract requirements (for example: PWS requirements), whether or not those requirements are identified as subfactors. Propose a realistic "work-around" or risk mitigators for identified risks that will eliminate or reduce risk to an acceptable level. Identify and classify any new risks introduced by such risk mitigation.

L-4.2.4. Subfactor 1: Technical Operations

Discuss the Offeror’s approach to meet the Technical Operations requirements outlined in the Measures of Merit identified in Section M.

L-4.2.4.1. Operation of Test and Test Support Assets

Describe the Offeror’s overall approach to facility operations in support of testing. Describe the Offeror’s methodology to ensure delivery of test environments and of system operational data.

L-4.2.4.2. Integrated Scheduling

Describe the Offeror’s approach to scheduling resources and work for the operations, maintenance, capital improvements, and base support efforts. Describe in detail the scheduling processes and tools as well as methods of deconflicting requirements.

L-4.2.4.3. Lifecycle Sustainment

Describe the Offeror’s approach to lifecycle sustainment of test and test support assets. Discuss how the Offeror will apply Reliability Centered Maintenance (RCM), Condition Based Maintenance (CBM), and Predictive Maintenance (PdM). Describe in detail the Offeror’s asset management and maintenance approach. As a minimum, include data content, monitoring, collection, and analyses; and maintenance planning, scheduling, and execution processes and tools. Discuss the issues associated with software development and configuration management in an environment of continuously changing test articles, test data requirements, and associated instrumentation and data reduction requirements. Address the Offeror’s approach to equipment obsolescence management, system configuration management, and information assurance compliance.

L-4.2.4.4. Capital Improvements

Describe the Offeror’s approach to applying systems engineering processes throughout the acquisition lifecycle. Discuss how this approach will lead to the delivery of new capabilities and modifications / upgrades to current facilities on time and on cost while meeting technical requirements. Describe in detail the Offeror’s approach to managing requirements and risk, design processes, and configuration management.

L-4.2.5. Subfactor 2: Management Approach

Discuss the Offeror’s methodology to meet the Management Approach requirements outlined in the Measures of Merit identified in Section M, specifically describe how you will incorporate risk management into all aspects of your approach.

L-4.2.5.1. Performance Measurement

Describe the Offeror’s management approach to performance measurement. Describe specifically the Offeror’s key test operations and sustainment metrics, including formulas, if applicable, that internally track progress and performance. In addition, provide recommended key metrics for the Government’s use to evaluate the Offeror’s performance.

L-4.2.5.2. Interface Management

Identify the Offeror’s key interfaces with multiple contractors and Government entities and the associated contractual issues. Discuss how the Offeror’s approach will manage these interfaces.

L-4.2.5.3. Workload Management

Describe the Offeror’s management approach to accommodating significant workload increases or decreases. Address changes that occur both year to year and within the execution year.

L-4.2.5.4. Transition / Phase-In Management

Provide a detailed transition / phase-in plan to assume responsibilities outlined in the PWS.

Address development / transition of processes and procedures. Document the process for recruitment / transition / hiring of a skilled workforce. The plan shall also include processes for establishing cooperative agreements with unions and other AEDC contractors.

L-4.2.5.5. Subcontracting Management

If other than a small business, the Offeror shall submit a Small Business Subcontracting Plan in accordance with FAR 52.219-9 that also identifies and specifies the extent of Offeror’s commitment to the participation of small businesses (SB), historically black colleges or universities (HBCU), and minority institutions (MI), whether as joint venture members, teaming arrangement partners, or subcontractors. The Small Business Subcontracting Plan shall be included in Volume V, Contract Documentation (see L-7.3.4.2). This plan will not be included in page limitations.

L-4.2.5.6. Organizational Conflict of Interest (OCI)

Provide a written mitigation plan which outlines the Offeror’s approach for detecting, disclosing, avoiding, and mitigating OCI issues and risks in accordance with FAR Part 9.5, including those resulting from teaming arrangements. The plan should reflect the results of the

Advisory Multi-Step Process, updated with any relevant changes to the Offeror’s and each team member’s or team member affiliate’s particular circumstances. The OCI Mitigation Plan shall be included in Volume V, Contract Documentation (see L-7.3.4.3). This plan will not be included in page limitations.

L-4.2.6. Subfactor 3: Qualified Personnel

Discuss the Offeror’s approach to meet the Qualified Personnel requirements outlined in the Measures of Merit identified in Section M.

L-4.2.6.1. Key Personnel

Describe the positions considered key to meet the requirements of the contract. Provide the rationale for determination of these positions as key. List the required minimum qualifications for each position. The list shall include the position title, summary of duties and responsibilities, and minimum education and minimum qualifications required for each position.

The approach for utilization of key positions, proposed usage and contingency plans for replacement of critical personnel shall be provided and discussed in a thorough manner.

Provide no more than a two-page resume of each of your two most critical key personnel.

Resumes shall include education, summary of total experience, summary of experience in similar work as this effort (including similar types of Government contracts), and other applicable experience. Also provide signed letters of commitment for these two most critical key personnel. These resumes and letters of commitment will not count against the page limit for this section.

L-4.2.6.2. Staffing Plan

Provide a comprehensive plan to recruit, train, and retain required professional and craft employees. Submit information aimed at contributing to employee retention, morale, productivity, growth, and development. Address any difficulties anticipated in fulfilling the staffing requirements of this contract and the plans to overcome those difficulties. The Staffing Plan will not be included in the Technical volume page count.

L-4.2.7. Subfactor 4: Innovations and Efficiencies

Describe the Offeror’s innovations and efficiencies to be implemented throughout the life of the contract. The description shall include details on implementation method, costs, risks, risk mitigation, time phasing, and workload impact. Specify how savings will be demonstrated, measured, and tracked over time. Identify specifically any innovations and efficiencies that support Atch 7, Statement of Objectives, including measures to demonstrate success of the proposed initiatives.

L-5.0. Volume III – Past Performance

L-5.1. Volume Organization

The Past Performance volume shall be organized according to the following general outline

Table of Contents

Summary (Not to exceed two pages. See Para L-5.2)

Past Performance References (See Para L-5.3.1)

PPI Submission (See Para L-5.3.2)

Relevant and Recency Determination (See Para L-5.3.3)

Relevancy Matrix (See Para L-5.3.4)

Organizational Structure Change History (Not to exceed five pages. See Para L-5.3.5)

Consent Letters. Consent letters executed by each joint venture partner and major subcontractor authorizing release of adverse past performance information so the Offeror can respond to such information. A sample consent letter is provided as Attachment L-5.

Client Authorization Letters. Client authorization letters for each identified effort for a commercial customer authorizing release to the Government of requested information on the Offeror's performance.

List of Questionnaire Recipients (Not to exceed three pages. See Para L-5.3.2)

L-5.2. Summary. Describe roles of Offerors and all subcontractors, teaming partners, or joint venture partners requiring past performance information IAW Para L-5.3.1

L-5.3 Past Performance Information (PPI) Sheets (See Attachment L-1).

L-5.3.1. Number of PPI References. Offerors shall submit information in the Past Performance Tool, Relevancy Matrix, Consent Letters, Authorization Letters, and List of Questionnaire Recipients on contracts considered most relevant in demonstrating the ability to perform technical operations. This information is required on Offerors, subcontractors, or joint venture partners considered relevant to overall successful performance. Offerors may submit not more than five recent and relevant contracts for the prime contractor and not more than three for each major subcontractor. If the prime is a joint venture, Offerors may submit not more than three references per joint venture partner. This information is required for the Offeror and all major subcontractors who are to perform 10 percent or more of contract scope based on labor hours or total cost or maintains a full-time presence at AEDC or its GSUs. Offerors are cautioned that the Government will use data provided by each Offeror in this volume and data obtained from other sources in the evaluation of past performance.

L-5.3.2. PPI Submission. Offerors must use the past performance information tool, which they shall download from the TOS RFP posting to Federal Business Opportunities (FBO) at https:www.fbo.gov for their electronic proposal submittal of relevant past performance contract information. Offerors shall provide hard copies of the pages generated from this tool as part of their Past Performance volume. Offerors shall save the PPI database file as Offeror name-volume name (PPI)-TOS.mdb (e.g., XYZ Company-Past Performance Volume (PPI)-TOS.mdb) to submit as part of the electronic copy of the Past Performance Volume. Once complete, PPI sheets and past performance questionnaires (PPQs) will be treated as source selection information in accordance with FAR Part 3.104.

Offerors shall send PPQs on each identified contract to the points of contact for that contract. If the identified contract was a Government effort, send to the Program Manager and Contracting Officer. This questionnaire is contained at Attachment L-2, Past / Present Performance Questionnaire. Provide a list of questionnaire recipients to include POCs and phone numbers.

The Past Performance Volume is to be provided directly to the TOS Contracting Officer not later than 11:00 AM CDT, 29 September 2014. The past performance questionnaires are to be provided directly to the TOS Contracting Officer not later than 14 October 2014.

PPI concerning subcontractor and teaming / joint venture partners cannot be disclosed to a private party without the subcontractor’s or teaming / joint venture partner’s consent. Because a prime contractor is a private party, the Government will need that consent before disclosing subcontractor / teaming / joint venture partner past performance information to the prime during exchanges. Therefore, the Offeror shall submit a consent letter executed by each teaming / joint venture partner and major subcontractor authorizing release of adverse past performance information to the Offeror, so the Offeror can respond to such information. For each identified effort for a commercial customer, the Offeror shall also submit a client authorization letter, authorizing release to the Government of requested information on the Offeror's performance.

L-5.3.3. Relevant Contracts and Recency Determination

Offerors shall submit information in the PPI Tool under the Program Details Tab on contracts deemed relevant in demonstrating the ability to perform the full range of capabilities IAW TOS PWS requirements and explain how / why the referenced contracts are relevant. Prime contractors may submit up to five recent contracts, and joint venture partners may submit up to three recent contracts per partner. Also provide Past Performance Information on up to three recent contracts for each of your major subcontractors that meet the thresholds as stated in L-

5.3.1 and L-5.3.4. To be recent, the effort must be ongoing or must have been completed during the past four years from the date of issuance of this solicitation. For a description of the characteristics or aspects the Government will consider in determining recency and relevancy, see Section M, provisions M-2.3.2.1 and M-2.3.2.2.

Offerors are required to explain what aspects of the contracts are deemed relevant to the proposed effort and to what aspects of the proposed effort they relate. This may include a discussion of efforts accomplished by the Offeror to resolve problems encountered on prior contracts as well as past efforts to identify and manage program risk. Merely having problems does not automatically equate to a limited or no confidence rating, since the problems encountered may have been on a more complex program, or an Offeror may have subsequently demonstrated the ability to overcome the problems encountered. The Offeror is required to clearly demonstrate management actions employed in overcoming problems and the effects of those actions in terms of improvements achieved or problems rectified. This may allow the Offeror to be considered a higher confidence candidate. For example, submittal of quality performance indicators or other management indicators that clearly support that an Offeror has overcome past problems is required. Categorize the relevant information into the specific Technical subfactors and Cost / Price factor used to evaluate the proposal.

L-5.3.4. Relevancy Matrix

The Offeror shall provide a completed relevancy matrix (see Attachment L-6). Provide not more than five recent and relevant contracts for the prime contractor and not more than three for each major subcontractor. If the prime is a joint venture, Offerors shall provide not more than three references per joint venture partner. For purposes of proposal only, a major subcontractor is defined as a subcontractor, other than the Offeror itself, that will perform 10 percent or more of contract scope based on labor hours or total cost or maintains a full-time presence at AEDC or its GSUs. The relevancy matrix will be used to establish the relevance of present and past efforts.

L-5.3.5 Organizational Structure Change History

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

L-5.4. No Applicable Past Performance Information

If an Offeror has no recent or relevant past performance information, they should so state that in this volume. However, the Government reserves the right to determine whether any relevant past performance information exists and is relevant.

L-6.0. Volume IV – Cost / Price

L-6.1. General Instructions

L-6.1.1. Cost / Price Reasonableness, Realism, and Balance

This section is to assist you in submitting data other than certified cost or pricing data that is required to evaluate the reasonableness, realism, and balance of your proposed cost / price.

Compliance with these requirements is mandatory and failure to comply may result in rejection of your proposal. Note that unrealistically low or high proposed costs or prices, initially or subsequently, may be grounds for eliminating a proposal from competition either on the basis that the Offeror does not understand the requirement or has submitted an unrealistic proposal.

Additionally, unbalanced pricing poses an unacceptable risk to the Government and may be a reason to reject an Offeror’s proposal. Offers should be sufficiently detailed to demonstrate their reasonableness, realism, and balance. The burden of proof for credibility of proposed costs / prices rests with the Offeror.

L-6.1.2. 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. If necessary, reasonable and supportable allocation techniques may be used to spread hours and costs to lower levels of the work breakdown structure (WBS).

L-6.1.3. Cost / Price Data

Data beyond that required by this instruction shall not be submitted, unless you consider it essential to document or support your cost / price position. All data relating to the proposed price, including all required supporting documentation, must be included in the section of the proposal designated as the Cost/Price volume. This data and documentation shall not be included elsewhere in the proposal except as noted in paragraph L-2.2.2.1.

L-6.1.4. Cost or Pricing Data

In accordance with FAR 15.403-1(b) and 15.403-3(a), data other than certified cost or pricing data may be required to support a determination of price or cost reasonableness and cost realism. Data shall be provided in accordance with paragraph 6.4 below. If after receipt of proposals the Contracting Officer determines that there is insufficient data available to determine price reasonableness and none of the exceptions in FAR 15.403-1 apply, the Offeror shall be required to submit additional cost or pricing data.

L-6.1.5. Rounding

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

L-6.2. Volume Organization

The Cost / Price volume shall consist of the following sections:

SECTION 1 - Table of Contents; summary descriptions of estimating and accounting systems; changes to estimating, accounting practices, or Cost Accounting Standards (CAS) Disclosure Statement.

SECTION 2 – Data other than certified cost or pricing data, to include estimating methodology.

SECTION 3 - Other information such as Government Furnished Property / Government Furnished Equipment (GFP / GFE), base support, long lead costs, termination costs, and special tooling / test equipment. List each exception to the ground rules and assumptions provided in the solicitation and each qualification of the Cost / Price volume, if any. Provide complete rationale for any exceptions.

L-6.3. Estimating Methodology

L-6.3.1. Estimating System

Provide a summary description of your standard estimating system or methods. The summary description shall cover separately each major cost element (e.g., Labor, Indirect Costs, Other Direct Costs, Overhead, G&A). Also, identify any deviations from your standard estimating procedures in preparing this proposal volume. Indicate whether you have Government approval of your system and if so, provide evidence of such approval.

L-6.3.2. Accounting System

Indicate whether you have Government approval of your accounting system and if so, provide evidence of such approval. Also, identify any deviations from your standard procedures in preparing this proposal.

L-6.3.3. Explanation of Estimating Methods Used

Explain the methodology used to estimate each cost element. As a minimum, provide the following information for each cost element. If a portion of the required information is not applicable for a particular cost element, so state.

L-6.3.3.1. Past Experience. Where your cost estimates are based upon past experience, identify the past experience, explain how the past experience relates to the current effort, including similarities and differences, and how cost data available from the past experiences was adapted to the current effort.

L-6.3.3.2. Labor Hour Skill Mix. Explain how the proposed labor hour skill mix has been derived. Explain why the cost element requires an average, higher, or lower than average skill mix, as applicable.

L-6.3.4. Management Reduction

If estimated costs to perform the proposed effort have been decreased due to a management decision, provide a summary of the reduction by major cost element summary. Also provide complete rationale for the reduction.

L-6.4. Other Information

L-6.4.1. Commonality with Other Programs

Any cost reductions made in your proposal that are attributed to commonality with other programs, company funded efforts, or capitalization of equipment must be supported with the following:

(a) Commonality - Identify the specific program(s) and why it is applicable.

- Address the cost allowability and allocability of this action per FAR and your CAS Disclosure Statement.

(b) Company-Funded Efforts

- Identify the specific efforts, the planned start and end dates, the applicability to the current solicitation, the source of company funding, and how you plan to account for or allocate these costs in accordance with generally accepted accounting principles and your CAS Disclosure Statement, if applicable.

(c) Capital Equipment - Identify the specific item(s) capitalized and what other applications exist for the equipment, provide corporate approvals for each action, address the cost allowability and allocability of the action per the FAR and your CAS Disclosure Statement.

L-6.4.2. Identification of Uncompensated Overtime

The use of mandatory uncompensated overtime to artificially reduce or understate the estimated cost in your proposal is unacceptable. Specifically state your policy on the use of mandatory uncompensated overtime (if any) as it would apply to this contract. In calculating the proposal cost, the Government will not consider mandatory uncompensated overtime.

L-6.4.3. Cost Summary by Cost Elements

Provide a cost summary by major cost elements by FY as shown in the Cost Model tab labeled “Cost Sum.”

L-6.4.4. Schedule of Hours by Labor Skill Mix

Submit a schedule showing total proposed hours summarized by labor skill mix in the cost model on the tab(s) labeled “Personnel Hours by Skill Mix” by labor classification, (Exempt, Non-Exempt Salary, Wage). This schedule is to include (but separately identify) subcontractor(s) and inter-divisional transfer(s) hours. In addition, provide labor classification statements for each category of labor proposed (prime, subcontracts, and inter-divisional) describing position qualifications (education, years of experience, etc.).

L-6.4.5. Schedule of Rates.

Provide a summary schedule (contractor format acceptable) showing all direct, unburdened rates used to develop cost estimates. This summary shall display the rates by type, function, and year in the cost model tab(s) labeled “Schedule of Rates.” If subcontractor or inter-divisional rates are not available, request those companies send information directly to the Contracting Officer and reference this solicitation number.

L-6.4.6. Escalation Factors.

An annual escalation factor of 1.9 percent shall be used for all direct labor rates (exempt, non-exempt salary, wage). An annual escalation factor of 8 percent for health care insurance costs shall be used.

L-6.4.7. Major Subcontractors

Submit a list of the proposed major subcontractors and interdivisional transfers showing (a) the supplier, (b) description of effort, (c) type of contract, (d) price and hours proposed by each, (e) price and hours included in prime’s proposal to the Government, and (f) commercial item / service determination support, if applicable. The Offeror shall conduct appropriate cost or price analyses of subcontracting costs in accordance with FAR 15.404-3 and include those results in the price proposal. For purposes of proposal only, a major subcontractor is defined as a subcontractor, other than the Offeror itself, that will perform 10 percent or more of contract scope based on labor hours or total cost or maintains a full-time presence at AEDC or its GSUs.

L-6.4.8. Defined Benefit Pension Plan (DBPP) Cost Accounting Standard (CAS) Contribution.

Use $12,900,000 for the estimated amount for the DBPP contribution for each year of the contract. No escalation will apply to this number. This plug number shall not be allocated to subcontractors.

L-6.4.9. Material Costs

Use the following estimated burdened cost of material / supplies in your proposal for each year of the contract unless you can provide clear convincing data that indicates these amounts may be reduced as a result of an initiative you propose. The burden includes any sales tax, special privilege tax, discounts, and freight.

FY16 - $39,149,000

FY17 - $39,893,000

FY18 - $40,651,000

FY19 - $41,424,000

FY20 - $42,211,000

FY21 - $43,013,000

FY22 - $43,830,000

FY23 - $44,663,000

L-6.4.10. Travel Costs

Use the following estimated cost of travel in your proposal for each year of the contract unless you can provide clear convincing data that indicates these amount may be reduced as a result of an initiative you propose:

FY16 - $767,000

FY17 - $782,000

FY18 - $797,000

FY19 - $812,000

FY20 - $827,000

FY21 - $843,000

FY22 - $859,000

FY23 - $875,000

L-6.4.11. Award Fee Pools

The base fee will be $0. Offeror’s proposed award fee pool must be at least 5 percent of the fee- bearing elements (direct labor, labor associated expense, and general and administrative [G&A] expense) associated with the work.

Offerors may use the specified amounts or propose higher amounts. Do not propose lower amounts. These minimum fee amounts recognize the expertise and performance risk associated with performing these efforts.

Award fee pools for subcontractors, if separate from the amount proposed by the prime contractor, shall be specifically identified in Offeror’s cost volume.

L-6.4.12. Productive Man-Hours

Provide the number of productive man-hours that make up your average direct man-year and insert it in the field provided in Attachment L-9, TOS Cost Model. The following are the Government’s assumptions regarding the number of hours available for work in any given year, assuming a 40-hour work week: FY16, 2,096; FY17, 2,080; FY18, 2,080; FY19, 2,088; FY20, 2,096; FY21, 2,088; FY22, 2,088; and FY23, 2,080. The average direct man-year should equal the total available labor hours minus absence hours (sick leave, vacation, holiday and other benefit hours) for one full-time employee.

L-6.4.13. General and Administrative (G&A) Costs

G&A shall be defined as any home office cost allocated as residual cost, any home office cost allocated as separately allocable cost and other types of indirect costs allocated to the segment (or contract). For purposes of computing G&A cost ceiling, define all indirect allocations proposed and state the amount of cost proposed for each fiscal year. The G&A cost ceiling should include all home office allocated as residual cost, separately allocable cost, and any other types of indirect costs allocated to the segment (or contract). Use the following format to present the G&A cost and the proposed G&A ceiling.

FY16

FY17

…FY23

Total

Home Office Residual

Separately Allocable

Other Indirect

Total Indirect Cost

Total Base Cost

G&A Cost Rate

Proposed Ceiling Rate

L-6.4.14. Data

The cost of producing data is not separately priced in Section B of the solicitation. The cost required to produce each Contract Data Requirements List (CDRL) should be included in your proposed labor hours. Therefore, no cost information is required here.

L-6.4.15. Submission of Cost Models

Submit an electronically encoded cost / price model in support of the proposed price. Any cost / price model submitted must be consistent with your approved estimating system and must duplicate the logic and mathematical formulas reflected in the paper copy of your proposal.

Cost / price models submitted must comply with the following format requirements:

(a) Data file should be submitted in accordance with paragraph L-2.3.

(b) Data file should be .XLS file format (MS Office Excel 2010) compatible format.

L-6.5. Other Information

L-6.5.1. Total Compensation Plan

Offerors must submit a total compensation plan in accordance with FAR 52.222-46, Evaluation of Compensation for Professional Employees. The proposed compensation and fringe package must meet the requirements of this solicitation. Employee compensation that is unrealistically low or not in reasonable relationship to the various job categories will be viewed as evidence of failure to comprehend the complexity of the contract requirements. Each Offeror shall use the format in Attachment L-9, TOS Cost Model, to identify the components of their fringe costs for the basic requirement and all options and award terms. (See Section H Clause H105, Personnel Liability, regarding the assumption of certain fringe benefit accruals). Historic fringe costs data has been placed in the TOS competition library for informational purposes. All Offerors are required to use the annual pension cost estimate provided in paragraph L-6.4.8 (above).

L-6.5.2. Innovations and Efficiencies

For each improvement initiative submitted in your proposal, identify the following: (1) the investment required (if any), (2) expected return on investment, (3) whether investment costs as well as savings are reflected in your proposal, (4) plan for allocating costs in accordance with generally accepted accounting principles, and (5) cost allowability and allocability per FAR Part 31 and your approved CAS Disclosure Statement.

L-6.5.3. Transition / Phase-In Period

Submit a firm-fixed price for Contract Line Item Number (CLIN) 0001. Provide transition / phase-in price by major cost elements. The current contract provides for orientation and logistical support of up to 20 employees of the succeeding contractor during the 90-day phase-in period. The incumbent contractor must fully perform the current contract during phase-in.

L-6.5.4. Workload Resource Guide

The Government has prepared a workload resource guide…