Draft_RFP_Section_J_Atch_5_JTO_PTSS_Section_L_ITO.pdf

FA9451-18-R-0002

Section J, Attachment 5, Instruction to Offerors

23 March 2018

SECTION L

INSTRUCTIONS TO OFFERORS (ITO)

1. PROGRAM INFORMATION

1.1 Program Description: The Joint Directed Energy Transition Office (DE-JTO) has a requirement for Advisory and Assistance Services (A&AS) encompassing professional Directed Energy (DE) and High Energy Laser (HEL) technical, engineering and scientific subject matter experts (SMEs) highly specialized in all aspects of advanced HEL systems and technology including functions associated with Laser Sources; Beam Control; Atmospheric Propagation; Lethality; Modeling and Simulation; Advanced HEL Concepts and related services. The requirement includes services to support DE-JTO in the execution of their investment portfolio to advocate and execute a High Energy Laser technology roadmap and strategy that builds on existing Service/Defense Agency programs while investing in promising new technology developments for multi-Service High Energy Laser weapon system applications.

1.2 This effort is being competed as an unrestricted full and open competitive trade off source selection.

2. GENERAL INSTRUCTIONS

2.1 This section of the Information 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 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 this solicitation. The response shall consist of four (4) separate volumes:

Volume I – Executive Summary Administration Volume II – Capability (Technical) Volume III – Past Performance Volume IV – Cost/Price Volume V – Contract Documentation

Non-conformance with the instructions provided in this ITO may result in an unfavorable proposal evaluation.

2.2 ONLY THE MINIMUM AMOUNT OF INFORMATION REQUIRED TO PROVIDE

FOR PROPER EVALUATION IS REQUESTED. EFFORTS SHOULD BE MADE TO KEEP

OFFERS AS CONCISE AS POSSIBLE WITH THE EMPHASIS BEING ON PROVIDING

INFORMATION ESSENTIAL FOR PROPER EVALUATION. 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

23 March 2018 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 solely on the information presented in the offeror's proposal.

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

2.4 Classified Information. The Government does not desire any classified information be included as part of the proposal.

2.5 No export controlled technical data shall be provided as part of the proposal.

2.6 The Government requires a minimum acceptance period of 270 calendar days from the date of the receipt of offers. The offeror’s proposal must affirmatively state an acceptance period equal to, or greater than, 270 calendar days.

2.7 In accordance with FAR Subpart 4.8 (Government Contract Files), the Government will retain one (1) paper and one (1) electronic copy of all unsuccessful proposals. Unless the offeror requests otherwise, the Government will destroy extra copies of proposals.

2.8 The North American Industry Classification System (NAICS) code for this acquisition is 541330, Engineering Services, and the size standard is $15,000,000.

2.9 System for Award Management (SAM): Contractors will not be eligible to receive a contract award from a DoD activity unless they are registered in SAM. Contractors must be registered in the SAM Database prior to award of any contract, basic agreement, basic ordering agreement, or blanket purchase agreement. Firms must register on a one-time basis and annually confirm accuracy and completeness of registered information. On-line registration and instructions can be accessed at https://www.sam.gov/index.html.

2.10 Data Universal Numbering System (DUNS) Number: A DUNS Number applies to offers exceeding $25,000. The offeror shall enter, in the block with its name and address on the cover page of its offer, the annotation “DUNS” followed by the DUNS number that identifies the offeror’s name and address. If the offeror does not have a DUNS number, Dun and Bradstreet should be contacted to obtain one at no charge. The offeror may obtain more information regarding the DUNS number, including locations of local Dun and Bradstreet Information Services offices for offerors located outside the United States, from the internet homepage at http://www.dnb.com/. If an offeror is unable to locate a local service center, an email may be sent to Dun and Bradstreet at custserv@dnb.com.

2.11 Point of Contact: The Contracting Officer (CO), Mr. Christopher Keyes, is the sole point of contact for this acquisition. Questions and comments must be communicated in writing and submitted to the CO, Christopher Keyes, at christopher.keyes.2@us.af.mil with a copy to Rachel Lyden at rachel.lyden@us.af.mil and Britney Chavez at britney.chavez@us.af.mil.

https://www.sam.gov/index.html http://www.dnb.com/ mailto:custserv@dnb.com

23 March 2018

2.12 Foreign Participation: No foreign contractors will be permitted to participate in this effort.

2.13 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 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 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.

2.14 Discrepancies: If an offeror believes the requirements in these instructions contain an error, omission, or are otherwise unsound, the offeror shall immediately notify the CO in writing with supporting rationale as well as the remedies the offeror is requesting 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 but is not limited to matters of additional or substitute pages of the initial proposal.

2.15 Electronic Reference Documents: All referenced documents for this solicitation are available on the Federal Business Opportunities website (FedBizOpps). Potential offerors are encouraged to subscribe for real-time e-mail notifications when information has been posted to the website for this solicitation. The FedBizOpps contract website is:

https://www.fbo.gov/

2.16 Communications: Exchanges of source selection information between Government and offerors will be controlled by the CO. Email may be used to transmit such information to offerors only if the email can be sent and received encrypted and includes the following information in the subject line: “Source Selection Information – See FAR 2.101& 3.104”.

2.17 Amendments: If this Request for Proposal (RFP) is amended, all terms and conditions that are not amended remain unchanged. Offerors shall acknowledge receipt of any amendment to this request by the date and time specified in the amendment(s) by signing and returning the front page of each SF 30 form. Signed amendments will be included in Volume V of the proposal.

3. PROPOSAL PREPARATION INSTRUCTIONS

3.1 Proposal Format: These instructions prescribe the format of proposals and describe the approach for the development and presentation of proposal data. They are designed to

23 March 2018 ensure the submission of information essential to the understanding and comprehensive validation of proposals. The instructions permit the inclusion of any additional data or information an offeror deems pertinent. Offerors are cautioned to follow the detailed instructions fully and carefully, as the Government intends to make an award based on initial offers received, without discussion of such offers. The Government may make a final determination regarding acceptability solely based on the proposal as submitted without requesting any further information. However, if deemed necessary, and at its sole discretion, the Government may request additional information from offerors clarifying or supplementing, but not substantially changing, any proposal submitted. This will not constitute discussions.

3.2 Organization/Number of Copies/Page Limits: The offeror shall prepare the proposal as set forth below. The titles and contents of the volumes shall be as defined in the table, all of which shall be within the required page limits and with the number of copies as specified.

The volumes identified in the table shall be separately bound in three-ring slant D, loose-leaf binders, as necessary. The content of each proposal volume is described in the ITO paragraph as noted in the table below:

PROPOSAL ORGANIZATION TABLE

VOLUME

ITO

PARAGRAPH

NUMBER

VOLUME TITLE

COPIES

(ORIGINAL/

PAPER/

ELECTRONIC)

PAGE

LIMIT

I 4.1 Executive Summary 1/2/1 5 II 4.2 Capability (Technical) 1/2/1 75 III 4.3 Past Performance 1/2/1 None IV 4.4 Cost/Price 1/2/1 None V 4.5 Contract Documentation 1/2/1 None

3.3 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 (for paper copies) will be destroyed. 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. Exceptions to page limitations are outlined in the table below:

EXCEPTIONS TO PAGE LIMITATIONS

VOLUME DOCUMENT

I Executive Summary Table of Contents I, II Glossary Pages I, II Index Pages II Cross Reference Matrix

23 March 2018

I, II Any pages under a clear overlay on the front, spine or back of binders.

3.4 Page Size and Format:

3.4.1 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 (2) pages. Page size shall be 8½ x 11 inches, not including foldouts. The text size shall be no less than 12 point.

3.4.2 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.

3.4.3 Legible tables, charts, graphs and figures may be used to depict organizations, systems and layout, implementation schedules, plans, etc. When text is included within these displays, it may be no smaller than 8 point, but must be clearly legible without magnification, as determined solely by the CO. When the size of these displays exceeds normal page size limits, such displays may be provided on foldout pages that shall not exceed 11 by 17 inches in size. Foldout pages shall fold entirely within the volume, and may only be used for tables, charts, graphs and figures that individually exceed the normal page size limits; not for pages of text or sets of smaller tables, charts, graphs, and figures.

3.5 Cost or Pricing Related Data: All cost or pricing data shall be addressed only in the Cost/Price Proposal and Contract Documentation Volumes.

3.6 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.

Cross-referencing within a proposal volume is permitted where its use would conserve space without impairing clarity. The offeror shall complete the Solicitation Cross Reference Matrix, Section J, Attachment 8, indicating the proposal reference information as it relates to the ITO, Section M, Performance Work Statement (PWS), CLIN numbers and CDRL references found therein.

3.7 Indexing: Each volume, except for the Executive Summary, shall contain a more detailed table of contents to delineate the subparagraphs within that volume. Tab indexing shall be used to identify sections and will not be included in page limitations. Index pages should be blank, labeled “Intentionally Left Blank”, and not be used to convey any information.

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

23 March 2018

3.9 Binding and Labeling:

3.9.1 The “original” proposal shall be printed flip-up using both sides of the sheet and be bound using an appropriately sized binder clip or secured with rubber bands. The “original” SF 33 should be clearly marked under a separate cover and should be provided without any punched holes. The original shall be labeled “original” in addition to all required document labeling. Copies of each volume of the proposal should be separately bound in a slant D three-ring binder, which shall permit the volume to lie flat when open. Staples, paper clips and binder clips shall not be used on the copies of each volume of the proposal.

3.9.2 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. Classified documents are not expected as part of this Source Selection. 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.”

3.9.3 All material shall include the following information located in the header and footer of each page:

SOURCE SELECTION INFORMATION FOR OFFICAL USE ONLY –

See FAR 2.101 and FAR 3.104

3.10 Electronic Offers: Proposals shall not be submitted on a flash drive or CD-RW media.

The content and page size of electronic copies must be identical to the hard copies. If there are discrepnacies between the electronic copies and the hard copies of the proposal, the hard copies will be utilized for the evaluation. Electronic storage media shall be submitted in one of the following formats: prerecorded (pressed) CD-ROM or CD-R. (No CD-RW’s). For electronic copies, indicate on each compact disc (CD) the offeror’s name, solicitation number, volume number and title. Use separate files to permit rapid location of all portions, including sub-factors, exhibits, annexes, and attachments, if any. Each volume shall be in a different directory on a CD. Do not compress any files. The electronic copies of the proposal shall be submitted in the following formats: Microsoft (MS) Word 2013, MS Excel 2013, MS-Project 2013, or MS-Power Point 2013, as applicable. If instructed elsewhere, Adobe .pdf formatted documents should be searchable. One (1) copy must be unlocked in order to export the winning offeror’s information into government contract writing systems.

3.11 Proposal Submission: Proposals must be received by 1500 (Mountain Standard Time) on XX XXX 2018 at the address below. Proposals shall not be submitted to any address other than the one listed below. Any proposals received after this time or at a different address will be considered late and will be returned unopened to the offeror. Proposals shall be addressed to the CO and mailed to:

23 March 2018

AFRL Det 8/RVKDT ATTN: Christopher Keyes 3550 Aberdeen AVE SE Kirtland AFB, NM 87117 Ref: Solicitation No. FA9451-18-R-0002

** DO NOT OPEN IN MAIL ROOM**

3.12 Offerors are cautioned to strictly comply with all instructions within this solicitation to ensure submission of a complete proposal. Failure to furnish a complete proposal at the time of proposal submission may result in the proposal being considered un-awardable to the Government and therefore will be eliminated from consideration for award. Late proposals will be processed in accordance with FAR 52.215-1(c)(3) “Submission, revisions, and withdrawals of proposals.” If the proposal is received late, the Government will retain the unopened proposal, however the proposal will not be evaluated or considered for award.

3.13 Proposals may only be mailed. Proposals shall not be submitted via e-mail, S.A.F.E, facsimile, or any other electronic means. For the purposes of this solicitation, any reference to electronic proposals refers only to proposals provided on a CD-R in addition to the hardcopy proposal. The content and page size of electronic copies must be identical to the hard copies.

4. PROPOSAL ORGANIZATION

4.1 Volume I - Executive Summary: In the executive summary volume, the offeror shall provide the following information:

4.1.1 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 material presented here shall not be considered as meeting the requirements for any portions of other volumes of the proposal.

4.1.2 Table of Contents: Include a master table of contents of the entire proposal. The master table of content will be excluded from the page count limit for the Executive Summary.

4.2 Volume II – Technical Volume: The Technical Volume should be specific and complete. Legibility, clarity, and coherence are very important. Responses will be evaluated against the Technical Subfactors defined in Section M, Evaluation Factors. Using the instructions provided below, provide as specifically as possible the actual methodology used 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.

23 March 2018

4.2.1 Volume II Organization: The Technical Proposal Volume shall be organized according to the following outline:

TECHNICAL PROPOSAL ORGANIZATION

VOLUME II -- PAGE LIMIT 75

SECTION TITLE

1 Table of Contents 2 List of Tables, Drawings, and Figures 3 Technical Proposal Cross Reference Matrix 4 Capability (Technical) 4 Subfactor 1: Human Resource Management 4 Subfactor 2: Technical and Management Approach Subfactor 3: Small Business Participation 5 Glossary

4.2.2 Capability (Technical) Discussion: Address your proposed approach that meets the requirements of each of the following technical subfactors:

SUBFACTOR 1: HUMAN RESOURCE MANAGEMENT

The offeror shall succinctly describe their approach for human resource management and shall specifically address the following topics in detail in their proposal:

1. Identification of each person proposed to meet the requirements of PWS paragraph

2.6 and associated resumes. The offeror shall also provide a discussion demonstrating how the offeror meets all Key Personnel requirements as stated in the PWS.

2. Current agreements with consultants experienced in the Directed Energy (DE) and High Energy Laser (HEL) community as well as the proposed activities to ensure the offeror can readily enter into, maintain and provide consultants on an as-required basis.

3. A discussion on current employees employed by the offeror that meet the Key Personnel and consultant requirements as well as the offeror’s proposed activities to ensure all required personnel are employed by the offeror and able to support the DE- JTO office by the completion of the phase-in transition period. This includes signed letters of intent contingent upon award of the PTSS contract.

4. A discussion on the plan to retain qualified personnel, identify and hire new personnel and ensure staffing is sufficient to perform surge requirements and fill vacancies within 30 days.

5. A professional employee compensation plan required by FAR 52.222-46. The plan shall set forth salaries and fringe benefits proposed for professional employees and include supporting information to enable the Government to review the proposed salaries and fringe benefits in accordance with FAR 52.222-46. Note: The

23 March 2018 compensation plan pertains to the offeror only. However, if a populated joint venture is formed (a joint venture in which the employees are employed by the joint venture itself and not by any individual joint venture partner), the joint venture must submit the total compensation plan for the joint venture. If an unpopulated joint venture is formed, each individual joint venture partner must submit its own total compensation plan.

SUBFACTOR 2: TECHNICAL AND MANAGEMENT APPROACH

The offeror shall succinctly describe their approach for technical and management advisory assistance and shall specifically address the following topics in detail in their proposal:

1. The offeror’s general approach to and understanding of conducting a variety of assessments in the Laser Weapon and Directed Energy (DE) environments such as technology assessments that examine past, present and future short- and long-term consequences of Directed Energy technology. The goal of these technology assessments is to provide DE JTO investment portfolio investment guidance and policy makers with information alternatives. Explain the offeror’s general approach to and understanding of applying sufficient scientific rigor to assessment development and recommendations.

2. The offeror’s general approach to and understanding of how to develop assessment reports that are clear, concise, and contain analytically defendable results and conclusions. The offeror shall also discuss how to develop high-quality written reports as well as presentation material.

3. The offeror’s general approach and understanding of conducting proposal reviews, developmental tests, operational tests, capability demonstrations, technology demonstrations, risk management assessments, independent test reviews and special studies.

SUBFACTOR 3: SMALL BUSINESS PARTICIPATION

Each offeror, including small business concerns, shall submit a narrative that contains the following:

1. Identification of one or more companies, in at least one of the following categories, to which the offeror has committed work to be performed under this contract if the offeror receives the award:

Small Business Concerns, Veteran-Owned Small Business Concerns

Service-Disabled Veteran-Owned Small Business Concerns

HUBZone Small Business Concerns, 23 March 2018

4.3 Volume III – Past Performance: Each offeror shall submit a Past Performance Volume with its proposal. The Past Performance Volume and Past Performance Questionnaires (PPQs) are due no later than X month 2018, x:xx PM MST. It is the responsibility of the offeror to ensure the Contracting Office receives the past performance information. Past Performance Information shall be provided in a format that facilitates an easy assessment according to the past performance evaluation criteria in Section M of this solicitation. Specific guidelines and requirements about volume content and format are provided in this section. If the offeror determines that it does not have relevant past performance history for submission, the offeror shall state it possesses no relevant or similar past performance within this volume.

4.3.1 Past Performance Information (PPI) Contract References. Offerors may provide information for a maximum of three (3) different contracts and/or task orders for which they served as the prime contractor, a subcontractor, a partner, or a joint venture partner, that are recent and relevant as defined in this solicitation. In addition, the offeror may provide PPI for a maximum of three (3) different contracts and/or task orders for each proposed subcontractor, proposed partner, and/or proposed joint venture that are recent and relevant as defined in this solicitation. To clarify, if an offeror has two critical subcontractors or partners, the offeror may submit three (3) references as prime and three (3) for each subcontractor for a total of up to 9 references. A critical subcontractor is defined as a business entity that performs equal to or higher than 33% of the total proposed value.

4.3.2 Past Performance Recency. Recency is defined as active contract performance (minimum of six (6) months) during the three (3) years preceding the date of issuance of this solicitation. References for contracts with less than six (6) months of performance will not be considered. Proposal date receipt is the cutoff date for recent past performance.

4.3.3 Past Performance Relevancy. Offerors shall submit performance information on contracts they consider relevant to this effort. This information should include rationale supporting their assertion of relevance. 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.

Small Disadvantaged Business Concerns, and/or

Woman Owned Small Business Concerns

An identified company may be a joint venture partner and/or a critical or non-critical subcontractor. A prime offeror that is a small business may identify in its Small Business Participation Plan work that the prime offeror itself is committed to perform.

2. For each identified company, provide the full name of the company, a description of the applicable small business category, a description of the committed work, and a description of the extent of the commitment (e.g., dollar value, percentage, work type, etc.).

23 March 2018

4.3.4 The Past Performance Volume shall contain the following sections (at a minimum):

A. Summary – Describe the nature or portion of the work on the proposed effort that was performed by the offeror and any proposed subcontractor, partner, and/or joint venture partner(s). Additionally, please estimate the percentage of the total proposed effort to be performed by each member. Limit this information to one (1) page.

B. Table of Past Performance Information Contract References – To facilitate the evaluation process, offerors shall provide a table of the contract references of government agencies and commercial concerns. References for which there are formal performance documents such as Contractor Performance Assessment Reports (CPARs) are preferred. Please include the following information in the table:

1.) For reference where the offeror performed as the Prime contractor:

o Contracting Agency/Customer o Prime Contract Number in Reference o Dollar Value and Period of Performance o Company/ Organization/Full Address / Phone Number o Prime Contractor’s CAGE Code and DUNS Number o Original Contract Dollar Value o Current or Final Dollar Value o Current Point of Contact o Current Point of Contact (i.e., CO, Technical Program Manager, COR, etc.)

o Current Phone Number(s) for listed POC(s)

2.) For references where the offeror performed as a Subcontract:

o PRIME Contract Number in reference/ Dollar Value / Period of Performance o Prime Contractor’s Name / Full Address / Phone Number / CAGE Code / DUNS Number o Current Point of Contact (preferably the Program Manager or Contract Manager) o Current Phone Number for listed POC(s) o SUBCONTRACT Number / Order Number in reference o Dollar Value / Period of Performance o Subcontractor’s Name / Full Address / Phone Number / CAGE Code / DUNS Number o Current Point of Contact (i.e., CO, Technical Program Manager, COR, etc.)

o Current Phone Number(s) for listed POC(s)

C. Offeror and (if applicable) Subcontractor(s), Proposed Partner(s), and/or Proposed Joint Venture Partner(s) Past and Present Performance Contract References – If a teaming arrangement, partner arrangement, or joint venture is contemplated, provide complete information as to the arrangement, including any recent and relevant past performance information (as required) on previous partner arrangements with same partner. If this is a first time joint effort, each party to the arrangement must provide a list of past and present, recent, 23 March 2018 and relevant references. The offeror and any Subcontractor(s), Proposed Partner(s), and/or Proposed Joint Venture Partner(s) shall submit the following under this section:

1.) Submit one (1) sheet for each contract reference to include an overview of the work performed, what capacity they served under the reference (i.e. prime contractor, subcontractor, partner, etc.), offeror’s assessment of how the contract reference is relevant to the Relevancy Criteria, and any additional significant details.

2.) Submit completed CPARs or similar reports used to record past performance data. If a CPAR or another evaluation form has been completed for a contractor’s work, but the Contracting Office for that requirement will not release the information to the offeror, the offeror shall immediately notify the CO for this solicitation. The offeror should provide the contract number for the CPAR, and a name and telephone number of the POC from which the past performance information should be obtained. If the offeror does not have Government past/present performance references, the offeror shall provide references from commercial/private industry sources. If the offeror is providing information for a contract with a non-Governmental organization, the information provided should be the same as that required on the CPAR form. The offeror shall not alter in any way information provided by any other party (including extracting or paraphrasing portions of past performance). Past performance form and reports shall be provided unaltered in their entirety.

3.) Offerors Rebuttal of Adverse Past Performance Information (if applicable.) The offeror is allowed to provide a rebuttal to unfavorable past performance information if it did not do so on the original report or form. The offeror shall limit this rebuttal to addressing the provided on a form or report and those rebuttals provided specifically for the purpose of this proposal.

4.) Subcontractor Consent (if applicable.) Past performance information concerning subcontractors and teaming partners cannot be disclosed to a private party without the subcontractor's or teaming partner's consent. Since past performance information is proprietary source selection information, the prime contractor must submit, with their proposal, subcontractor's/teaming partner’s consent (Attachment L.1) for the Government to disclose its past performance information to the prime during exchanges and debriefs.

D. Organization Structure Change History – Many companies have acquired, been acquired by, or otherwise merged with other companies, and/or reorganized their divisions, business groups, subsidiary companies, etc. In many cases, these changes have taken place during the time of performance of relevant present 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 in this proposal volume a chart or schedule describing all such changes in the organization of your company. As part of this explanation, show how these changes impact the relevance of any efforts you identify for past performance evaluation/performance assessment. Since the Government intends to consider present and past performance information provided by other sources as well as information provided by the offeror(s), your chart or schedule should be both specifically

23 March 2018 applicable to the efforts you identify and general enough to apply to efforts for which the Government receives information from other sources.

4.3.5 Past Performance Questionnaires (PPQs.) When completed CPARS or similar reports are submitted to reflect past performance data, a PPQ (Attachment L.2) is not required.

Offerors without formal documented Government CPARS shall send a PPQ to each performance reference cited. The responsibility to send out the form rests solely with the offeror. The information contained therein shall be considered source selection sensitive and not releasable outside of the Government. Completed questionnaires shall be sent directly from the reference to this office via email to Christopher Keyes (christopher.keyes.2@us.af.mil), Rachel Lyden (rachel.lyden@us.af.mil) and Britney Chavez (britney.chavez@us.af.mil). Offerors must ensure that completed questionnaires are submitted to this office no later than the proposal receipt date established in the solicitation.

4.3.6 Past Performance Information from Other Sources. Past performance information for contracts not listed by the offeror and/or past performance information for contracts of planned subcontractor (s) may also be evaluated. References other than those identified by the offeror may be contacted by the Government and the information obtained may be used in the evaluation of the offeror’s past performance. While the Government may elect to consider data obtained from other sources, the burden of demonstrating relevancy and providing current, accurate, and complete past performance information rests with the offeror.

4.3.7 Additional Data. The Government may ask questions of, conduct interviews with, and/or request additional performance information from any of the past performance references submitted as part of the offeror’s proposal. Past performance information may be obtained from sources such as the Government’s Past Performance Information Retrieval System (PPIRS), questionnaires tailored for the subject requirement, the Defense Contract Management Agency, interviews with Program Managers, COs, and Award Fee Determining Officials, and other sources known to the Government. Available information from previous source selections or contractor capability assessments may be used if the information is recent and relevant. The recency and relevancy of the past performance information are important in determining the contracts, programs, and efforts that will be reviewed. The Government reserves the right to obtain more past performance data from any source that it deems appropriate.

4.4 Volume IV – Cost/Price Volume:

4.4.1 These instructions provide critical information for submittal of information other than cost or pricing data that is required to evaluate the reasonableness and balance of proposed cost/price. Compliance with these requirements is mandatory and failure to comply may result in rejection of an offeror’s proposal. In addition, unbalanced pricing may pose an unacceptable risk to the Government and, therefore, may be a reason to reject an offeror’s proposal. Offerors shall use sufficient detail to demonstrate their reasonableness and balance.

The burden of proof for credibility of proposed prices rests with the offeror.

4.4.2 When responding to the Price Volume requirements in the solicitation, the offeror and

23 March 2018 associated subcontractors may use any generally accepted estimating techniqueto develop their estimates.

4.4.3 Price information beyond that required by this instruction shall not be submitted, unless considered essential to document or support an offeror’s price position. All information relating to the proposed price including all required supporting documentation must be included in the section of the proposal designated as the Price Volume. Under no circumstances shall this information and documentation be included elsewhere in the proposal.

4.4.4 If applicable, the offeror shall identify the proposed escalation factors applied to future estimates and rational for the proposed factors.

4.4.5 The offeror shall provide a narrative of the basic pricing approach and methodology used to generate pricing. The offeror shall provide any ground rules and assumptions necessary for the government to understand what the prices represent and to enable the government to determine if the prices are reasonable. These assumptions should correlate to and/or supplement information elsewhere in the proposal to add clarity but avoid repetition or conflict.

4.4.6 All dollar amounts provided in response to these instructions shall be stated in U.S.

currency, and extended dollar amounts shall be rounded to the nearest dollar. For yearly efforts, round unit prices to the nearest dollar so that the yearly prices will also be in whole dollars. The extended amount must equal the whole dollar unit price multiplied by the number of units (Ensure adjustment for any rounding of figures done by MS Excel, etc.).

4.4.7 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 price reasonableness. Data shall be provided in accordance with FAR 15.403-5. If, after receipt of proposals, the CO 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.

4.4.8 A standalone price for the phase-in transition is not requested. Any proposed transition costs shall be proposed under the base CLIN in Task Order 0001. All CLINs requested in Task Order 0001 shall be priced as firm-fixed price (FFP) line items. Non-fee bearing Cost Reimbursable Travel CLINs have been pre-populated by the Government and should not be included. Travel costs are excluded from the TEP calculation.

4.4.9 All proposed pricing shall include applicable taxes, including revenue-based New Mexico Gross Receipts Tax. New Mexico Gross Receipts Tax (NMGRT) may be applicable to the proposed effort. For assistance in determining the extent to which NMGRT may apply and applicable rates, contact the New Mexico Taxation and Revenue Department, 5301 Central Ave., NE, PO Box 8485, Albuquerque NM 87198, (505)841-6200, http://www.tax.newmexico.gov/Businesses/gross-receipts.aspx. No post-award adjustments to labor rates shall be made for the purpose of reimbursing Federal, State, and Local taxes and duties.

23 March 2018

4.4.10 Volume IV Organization: The Price Volume shall consist of the following sections:

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

SECTION 2 - Populate the Pricing Matrix found in Section J, Attachment 7. Each cell highlighted in red in Section J, Attachment 7 must be populated. The Pricing Matrix/TEP Worksheet shall be provided in Microsoft Excel utilizing unlocked formulas.

SECTION 3 – List any exceptions or assumptions to the requirements of the solicitation, if any. Provide complete rationale for any exceptions or assumptions.

4.4.11 Estimating Methodology (include in Section 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., Direct Material, Engineering Labor, Manufacturing Labor, Indirect Costs, Other Direct Costs, Overhead and G&A). Also identify any deviations from your standard estimating procedures in preparing this proposal volume. Fully explain any deviations from your established business practices. Indicate whether you have Government approval of your system and if so, provide evidence of such approval.

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. In accordance with FAR Part 16.301-3(a)(3), the contractor’s accounting system is adequate for determining costs applicable to the contract.

Explanation of Estimating Methods Used Explain the basis of estimate for each cost element to include the basis for proposed rates. As applicable, 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.

Probable Subcontractors For Each CLIN, submit a list of the probable subcontractors and interdivisional transfers showing (a) the supplier, (b) description of effort, (c) type of contract, (d) price proposed by each, (e) price included in prime’s proposal to the Government (explain difference, if any, from subcontractor proposed price), (f) degree of completion, (g) percentage of effort, and (h) commercial item/service determination support, if applicable. In accordance with FAR 15.505-3, submit detailed results of cost or price analysis for each proposed subcontractor and provide support data used in the analysis. Submit the information required by FAR 52.215-22 Limitations on Pass-Through Charge –Identification of Subcontract Effort if subcontract effort under the contract or individual CLIN exceeds 70-% of the total cost of work to be performed by the prime.

23 March 2018

Probable Consultants: For each CLIN, submit a list of the proposed consultants showing (a) description, (b) rate/price proposed by each, (c) consultant agreement, (d) price included in prime’s proposal to the Government (explain difference, if any).

4.5 Volume V – Contract Documentation:

4.5.1 Model Contract/Representations and Certifications: The purpose of this volume is to provide information to the Government for preparing the contract document and supporting file. The offeror's proposal shall include a transmittal letter with completed documents to include a signed copy of the Standard Form (SF) 33, with sections A through K. This includes:

4.4.1.1 Section A - Solicitation/Contract Form: Complete blocks 13 through 18, sign, and date the Standard Form (SF) 33. Signature by the offeror on the SF 33 constitutes an offer, which the Government may accept. One (1) copy of the Standard Form 33 must bear an original signature and, if applicable, any amendments. Failure to acknowledge any amendments to the solicitation can result in an offeror being deemed unawardable. Award cannot be made to an unawardable offeror.

4.4.1.2 The offeror shall complete the Section B Schedule of Supplies and Services by inserting the proposed price for all base and option year CLINs (excluding travel) within Task Order 0001 – Labor and Operations.

4.4.1.3 Section K - Representations, Certifications, and other Statements of Offerors:

Completed representations, certifications, acknowledgments and statements or indicate if information is contained in the System for Award Management (SAM) located at https://www.sam.gov. Offerors are reminded to read each representation and certification carefully before answering or completing.

4.4.1.4 DD Form 254 Contract Security Classification Specifications. The offeror shall include a copy of the approved DD Form 254 appropriately tailored to include Offeror information. The offeror must possess, or acquire prior to award of a contract a facility clearance equal to the highest classification stated on the Contract Security Classification Specification (DD Form 254) attached to this solicitation.

4.5.2 Government Furnished Property (GFP) and/or Base Support Requirements:

Property/Base Support outside of the office space indicated in the PWS will not be provided at contract award. Offerors shall not request additional GFE/GFP in their proposal.

4.5.3 Authorized Offeror Personnel: Provide the name title, and telephone number of the company/division point of contact regarding decisions made with respect to your proposal and who can obligate your company contractually. Also, identify those individuals authorized to negotiate with the Government.

4.5.4 Government Offices: Provide the mailing address, telephone and fax numbers and facility codes for the cognizant Contract Administration Office, DCAA, and Government

23 March 2018

Paying Office. Also, provide the name and telephone and fax number for the Administrative Contracting Officer (ACO).

4.5.5 Company/Division Address, Identifying Codes, and Applicable Designations:

Provide company/division's street address, county and facility code; CAGE code; DUNS code;

TIN; size of business (large or small); and labor surplus area designation. This same information must be provided if the work for this contract will be performed at any other location(s). List all locations where work is to be performed and indicate whether such facility is a division, affiliate, or subcontractor, and the percentage of work to be performed at each location.

4.5.6 Associate Contractor Agreements: Provide an executed copy of an Associate Contractor Agreement (ACA) or letter of intent if the offeror is proposing a teaming effort to meet requirements of the PWS. The document must clearly identify the relationship between the agreement team members, and provide a clear and concise description of the information to be covered under the ACA.

4.5.7 Offerors shall provide letters of commitments or teaming agreements for all teaming partners. An offeror shall not propose to use specific teaming partners that it does not expect to use during contract performance. Doing so would have an adverse effect on the integrity of the competitive procurement system and generally provides a basis for proposal rejection.

Section L Attachments:

L-1: Sample Subcontractor/Teaming Partner Consent Letter L-2: Past/Present Performance Questionaire