H92222-14-R-0021_Amendment_0004.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A. NAME AND TITLE OF SIGNER (Type or print)

30-105-04 EXCEPTION TO SF 30

APPROVED BY OIRM 11-84

STANDARD FORM 30 (Rev. 10-83) Prescribed by GSA

FAR (48 CFR) 53.243

The purpose of this amendment is as follows:

Section I: FAR Clauses 52.232-20 and 52.232-22 are IBR Section J: Revise Attachment 6 FMD Lessons Learned, Attachment 7 FMD Manpower Augmentation, Attachment 8 MSOS ITC, and Attachment 14; Group A Pricing Template.

Section L & Section M changes are identified by change bars in the left margin.

1. CONTRACT ID CODE PAGE OF PAGES

1 11

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

16C. DATE SIGNED

BY 11-Dec-2014

16B. UNITED STATES OF AMERICA 15C. DATE SIGNED 15B. CONTRACTOR/OFFEROR

(Signature of Contracting Officer) (Signature of person authorized to sign)

8. NAME AND ADDRESS OF CONTRACTOR (No., Street, County, State and Zip Code) X H92222-14-R-0021

X 9B. DATED (SEE ITEM 11)

27-Oct-2014

10B. DATED (SEE ITEM 13)

9A. AMENDMENT OF SOLICITATION NO.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

X The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offer X is extended, is not extended.

Offer must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended by one of the following methods:

(a) By completing Items 8 and 15, and returning 1 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE

CONTRACT ORDER NO. IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(B).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

E. IMPORTANT: Contractor is not, is required to sign this document and return copies to the issuing office.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

10A. MOD. OF CONTRACT/ORDER NO.

2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO.(If applicable)

6. ISSUED BY

3. EFFECTIVE DATE

11-Dec-2014

CODE

HQ USSOCOM SORDAC-K

ATTN: KAREN STEVENS

7701 TAMPA POINT BLVD

MACDILL AFB FL 33621

H92222 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODE CODE

EMAIL: TEL:

H92222-14-R-0021

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION I - CONTRACT CLAUSES

The following have been added by reference:

52.232-20 Limitation Of Cost APR 1984

52.232-22 Limitation Of Funds APR 1984

SECTION J - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

The following have been modified:

SECTION J ATTACHMENTS

Attachment No. Description

Exhibit A Contract Data Requirements List (CDRL)

Attachment 1 SWMS Group B SOW; Amendment 0001 Revision 1

Attachment 2 SWMS Group B DD Form 254

Attachment 3 Contractor Provided Quality Control Plan (submitted as part of Sub-factor 1)

Attachment 4 LREC SOW; Amendment 0003 Revision 3

Attachment 5 MARSOC Exercise Support SOW; Amendment 0004 Revision 4

Attachment 6 FMD Lessons Learned ITO & SOW; Amendment 0004 Revision 3

Attachment 7 FMD Manpower Augmentation Support ITO & SOW; Amendment 0004 Revision 2

Attachment 8 MSOS Individual Training Course ITO & SOW; Amendment 0004 Revision 4

Attachment 9 Past Performance Information Sheet; Amendment 0002 Revision 1

Attachment 10 Past Performance Questionnaire; Amendment 0001 Revision 1

Attachment 11 Subcontractor Consent

Attachment 12 Client Authorization

Attachment 13 SWMS Modified SF 1408

Attachment 14 Group B Pricing Template; Amendment 0004 Revision 2

SECTION L - INSTRUCTIONS, CONDITIONS AND NOTICES TO BIDDERS

INSTRUCTIONS TO OFFERORS

L-1 GENERAL INFORMATION

L1.1 General. This section provides guidance for preparing proposals as well as instructions on the format and content of the proposal. The proposal must include all data and information requested and must be submitted in accordance with (IAW) these instructions; incomplete proposals may be considered nonresponsive. Taking exception to any of the requirements specified in this solicitation may result in the proposal being found unacceptable.

Do not merely reiterate the SOW or reformulate the requirements specified in the solicitation. In no case shall words like “we will comply with the requirements of the contract,” or equivalent statements, be acceptable to meet the requirements of this RFP. The Government will not provide reimbursement for any cost incurred during proposal submission.

L1.2 Proposal Format and Content.

L1.2.1 In accordance with USSOCOM policy, the USSOCOM logo shall not be used in proposal submissions.

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

L1.2.2 Proposals shall be submitted in MS Word or searchable PDF format (MS Office 2010 compatible). The price/cost spreadsheets shall be submitted in MS Excel (MS Office 2010 compatible). The proposal when printed must fit on 8.5 x 11 size paper, in 12 point, Times New Roman, single line spacing, with one inch margins. Tables, charts, graphs and figures shall be used when necessary 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 count as one 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 equivalent to Microsoft Word 9 point, Times New Roman.

L1.2.3 Titles and contents of the volumes shall be provided as defined in Table L.1. If page limits in Table L.1 are exceeded, the excess pages will not be read or considered in the evaluation of the proposal. The following will be exempt from page limitations for the RFP: Cover sheets; Table of contents; List of Table and Drawings; Glossaries;

Acronym List; Compliance Matrix; PPQ Tracking Records; Subcontractor Consent Letters; and Client Authorization

Letters.

Table L.1

PARA. VOLUME TITLE COPIES PAGE LIMIT

L-2 Volume I – Technical Proposal 1

L2.2.1 Program Management 45; Plus Key Personnel resumes*

L2.2.2 IDIQ Technical Capability

Language, Regional Expertise & Cultural Instruction 20

MARSOC G7 Exercise Support 20

L2.3 Task Order Proposals

FMD Lessons Learned SOW 15; plus:

Key Personnel resumes*

FMD Manpower Augmentation SOW 15; plus:

Key Personnel resumes*

MSOS Individual Training Course SOW 20; plus:

Key Personnel resumes*

L-3 Volume II – Past Performance Proposal 1

L3.2 Past Performance Summary 3

L3.3 Past Performance Information Sheets Limit 2 pages per citation

L3.4 Past Performance Questionnaires (PPQ) No page limit

L-4 Volume III – Price/Cost Proposal 1 No page limit

L-5 Volume IV – Administrative Material 1 No page limit

*Not-to-exceed 2 pages per resume

L1.3 Electronic Proposal Submission. Offeror shall submit its proposal electronically through FedBizOpps

(www.fbo.gov). Follow instructions on FBO for submitting an electronic response. Large File Notice: Follow

FBO instructions for uploading files larger than 10MB. If needed, break the file down into smaller sections in order to upload it to the system. PROPOSALS SUBMITTED THROUGH OTHER MEANS WILL NOT BE

ACCEPTED. Naming Convention for files uploaded to FBO: First 3 letters of offerors name followed by the

Volume number (ABC-VOL I, ABC-VOL II, ABC-VOL III, etc.) Clearly mark the description for each uploaded document by Offeror Name, Solicitation Number and Volume number. Proposals submitted electronically will be considered late unless all proposal documents are transmitted successfully to www.fbo.gov prior to the closing date and time for receipt of proposals (See L1.5). USSOCOM is not responsible for technical difficulties associated with the transmission of any electronic files to the website. The offeror is responsible for ensuring the successful electronic delivery of its proposals. Offerors are encouraged to submit proposals with sufficient time to ensure all proposal documents are successfully uploaded to the website prior to the closing date and time. Please be advised that timelines are determined by the date and time an offeror’s proposal is received by the Government, not when an offeror attempted transmission.

L1.4 Proposal Due Date/Time: 22 December 2014/12:00 PM Eastern Time

L1.5 Proposal Validity. All proposals submitted in response to this solicitation shall be binding on the offeror for a minimum of 385 days.

L1.6 Total Small Business Set-Aside. This acquisition is a total Small Business set-aside under North American

Industry Classification System (NAICS) Code 541611, Administrative Management and General Management

Consulting Services, with a size standard of $15M.

L1.7 Discrepancies. If an offeror believes that the requirements in these instructions contain an error or omission offeror shall immediately notify the KO in writing with supporting rationale.

L1.8 Cross-Reference. 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.

L-2 VOLUME I TECHNICAL PROPOSAL

L2.1 General. In Volume I, address your proposed approach to meeting the requirements of Factors 1 and 2.

Volume I must be specific and complete. All the requirements specified in the solicitation are mandatory. Offerors shall provide the following information to assess their capability (which includes the consideration of risk).

L.2.2 FACTOR 1 - Program Management/IDIQ Technical Capability

L2.2.1 Sub-factor 1.1 – Program Management. The offeror shall submit a clear and comprehensive description of its management approach and corporate resource capabilities to execute all SWMS Group B requirements delineated in the

SOW. Key areas that shall be addressed in the proposal are:

L2.2.1.1 Management Approach. Address your capability to manage a large and geographically dispersed work force and explain how your approach will ensure all SOW requirements are fulfilled. Describe how you will implement and maintain a flexible management structure that will allow rapid response and assignment of personnel to multiple, diverse tasks. Clearly demonstrate how the overall teaming arrangement will provide the expertise required in the various functional areas outlined in the SOW. Clearly demonstrate the capability and understanding to hire foreign persons in order to deliver environment training or other training and education performed in OCONUS locations.

L2.2.1.2 Human Resource Management. Describe your methods to attract, recruit, retain, hire, and train, a capable workforce with the appropriate levels of education, experience, and expertise; to include sourcing unexpected surges, required to accomplish the mission in a timely manner. Provide examples of your ability to recruit quality http://www.fbo.gov/ http://www.fbo.gov/ personnel in the areas identified in the SOW. Describe your procedures to support deployed personnel.

Demonstrate an understanding of the processes required to hire non-US Citizens, perform OCONUS travel, place employees at OCONUS performance locations. Provide a resume for the IDIQ Program Manager who will be tasked with managing the overall contract and describe how the individual fits within your management structure.

L2.2.1.3 Security Management. Describe your process to obtain facility and personnel clearances and how you manage clearance spaces and personnel to include safeguarding classified materials and controlled unclassified information to include handling, storage, and transmission, as applicable, at the contract and task order level.

L2.2.1.4 Organizational Conflict of Interest (OCI). Due to the nature of the support required, performance under task orders could possibly create OCI if not properly monitored. Describe your plan to avoid, neutralize, and mitigate organizational conflicts of interest (OCI) and how it will comply with H.4. Describe your approach to ensuring the protection of another company’s proprietary information and protection of Government information.

L2.2.1.5 Quality Control. Describe your quality control plan, including specific methods and procedures for quality monitoring and tracking that identifies how you will be able to address problem areas quickly and ensure compliance with all contract requirements. The QCP is submitted as part of Volume I and is included in the page count. The QCP will be incorporated into the resultant contract.

L2.2.2 Sub-factor 1.2 – IDIQ Technical Capability. To assess the offeror’s capability to manage and execute non-standard/unique future requirements under SWMS Group B, submit a clear and comprehensive technical proposal to meet the performance requirements as outlined in the Language, Regional Expertise & Cultural

Instruction (LREC) SOW and the MARSOC G7 Exercise Support SOW. Describe your knowledge and understanding of the requirements and provide an overall discussion that demonstrates your capability to manage, transition, and provide the required resources to execute the requirements. Provide an overview of the proposed team that illustrates the experience and competency level of the team members and the ability to provide qualified personnel. These are “sample” requirements and will not result in a task order award at this time.

L2.3 FACTOR 2 – Task Order Proposal.

Offerors shall submit a proposal for each SOW provided (Sub-factors 2.1-2.3); these are actual requirements that will result in task order awards.

Sub-factor 2.1–Force Management Directorate (FMD) Lessons Learned (Section J Attachment 6)

Sub-factor 2.2–FMD Manpower Augmentation Support (Section J Attachment 7).

Sub-factor 2.3–Marine Special Operations School (MSOS) Individual Training Course (ITC) (Section J

Attachment 8)

Proposals must be IAW these requirements and the additional instructions provided for each TO in order to be compliant with this RFP. The number of TOs included in the Group B RFP is not representative of the number of task orders anticipated over the life of the program; however, they are representative of the types of support required under this contract. Additional task orders will be awarded under this contract.

L2.3.1 Technical. Describe your knowledge and understanding of the requirements and provide an overall discussion of how you will meet the requirements outlined in the TO SOW.

L2.3.2 Personnel. Describe your proposed plan to meet all personnel skill requirements; to include security clearances, identified in the SOW and how you will manage geographically dispersed personnel; as applicable.

Describe how you will handle the requirement for mission essential travel to hostile environments and the impact to benefits and costs; as applicable. In addition for Key Personnel identified, provide a resume that clearly reflects the proposed person meets all skill requirements identified in the SOW. NOTE: Resumes other than those requested will not be evaluated.

L2.3.3 Transition Plan. Describe your transition approach to execute a smooth and seamless transition that ensures minimal disruption to the organization. This description shall include management expertise, ability to meet all security requirements (facility and personnel), procedures and policies, risk mitigation techniques, flexibility, and experience that when viewed collectively demonstrates the offeror’s ability to successfully execute a contract phase-

in. Address how your transition plan will ensure personnel with the appropriate security clearances are in place day

1 of the task order performance start date.

L-3 VOLUME II – PAST PERFORMANCE PROPOSAL

L3.1 FACTOR 3 – Past Performance Contents. Submit information on the contracts considered most recent and relevant in demonstrating the company’s ability to perform the requirements identified in the SOW.

Offerors are cautioned that the Government will use the information provided and information obtained from other sources for the overall evaluation of past performance. The Government will not evaluate personal references.

The offeror shall submit a Past and Present Performance Proposal (Volume II) that contains the following:

1. Table of Contents

2. Past Performance Summary (L3.2)

3. Past Performance Information Sheets (L3.3)

4. Past Performance Questionnaires (L3.4)

5. PPQ Tracking Record

6. Subcontractor Consent/Client Authorization Letters (L3.6)

L3.2 Past Performance Summary. Provide a summary describing the role of the offeror and each subcontractor, teaming partner, and/or joint venture partner. Include rationale supporting the assertion of relevance, but note the

Government is not bound by the offeror’s opinion of relevancy. Clearly link past performance to the factors/sub-factors; explain what aspects of the contracts are deemed relevant to the proposed effort. This may include a discussion of efforts accomplished by the offeror to resolve problems encountered on prior contracts as well as past effort to identify and mange program risk.

L3.3 Past Performance Information Sheets (Section J Attachment 9). The offeror shall submit a maximum of 5

Past Performance Information (PPI) Sheets with an emphasis on the prime offeror. Offerors must submit information for those contracts which are relevant to demonstrate the ability to perform all of the work identified in the Group B SOW.

L3.4 Past Performance Questionnaires (Section J Attachment 10). The offeror shall submit Past Performance

Questionnaires (PPQ) for those contracts identified on the information sheets. The completed questionnaire shall be submitted directly via email from the reference to karen.stevens@socom.mil and sherri.ashby@socom.mil by the due date established for receipt of offers. The offeror is responsible for distributing the questionnaires and providing a tracking record that shows who they sent them to and the contact information for the individuals. Once PPQ’s are completed by the POCs, the information contained therein shall be considered source selection information and shall not be released.

L3.5 Relevant Contracts. Relevancy will be determined based on contract references reflecting past and present performance over the past five years. Contract efforts will be considered either relevant or not relevant. The

Government will perform an independent analysis in determining the relevancy of a contract based on the data provided and/or obtained.

L3.5.1 For the prime offerors, relevancy is defined as contracts with the same contract type, dollar value, similarities in the types of services provided, complexity, numbers of personnel required on the contract being reviewed when compared to those of the SWMS Group B requirements. The past performance should be similar in breadth and depth related to the functional areas as outlined in the SWMS Group B SOW.

L3.5.2 For proposed subcontractors/teaming partners, relevancy is defined by that which reflects experience in the area of expertise the subcontractor is projected to actually perform under the program, (i.e. specific functional areas in the SOW).

L3.5.3 In the case of a newly formed business entity or in contractor teaming arrangements where the company is relying mostly on the past performance and experience of its key personnel, partners on the team, or on a major subcontractor(s), the proposal must clearly explain "whose" past performance, and "how" that past performance is relevant to the procurement. Resumes or letters of recommendation are not a valid past performance submissions.

mailto:karen.stevens@socom.mil mailto:sherri.ashby@socom.mil

L3.5.4 When making relevancy determinations, the definitions in Table L.2 will be utilized.

Table L.2

Relevant (R)

Present/past performance effort involved similar scope and magnitude of effort and complexities this solicitation requires.

Not Relevant (NR)

Present/Past or Present Performance effort involved little or none of the scope and magnitude of effort and complexities this solicitation requires.

L3.6 Subcontractor Consent (Section J Attachment 11/Client Authorization Letter (Section J Attachment 12

Client Authorization Letter). The offeror shall submit, along with the information required in this paragraph, a consent letter, executed by each subcontractor, teaming partner, and/or joint venture partner, authorizing release of adverse PPI to the offeror so the offeror can respond to such information. For each commercial customer citation, the offeror shall also submit a client authorization letter.

L-4 VOLUME III – PRICE/COST PROPOSAL

L4.1 FACTOR 4 – Price/Cost General. Price/cost information shall only be addressed within this volume. Offerors must ensure task order proposals are submitted IAW these instructions and the TO specific instructions provided. The burden of proof for credibility of proposed prices rests with the offeror and the numbers must be verifiable. Any inconsistency between proposed performance and price/cost shall be explained in the task order proposals. A significant inconsistency, if unexplained, may raise a question of the offeror’s understanding of the nature and scope of the work required and its ability to perform within the proposed price/cost constraints, which may cause the proposal to be rejected.

Note: It is expected that IDIQ level personnel would be an indirect cost, if this is inconsistent with the offeror’s accounting practices, offerors shall include as a direct cost and provide basis of estimate.

L4.2 Offerors are to provide a total Firm-Fixed-Price (FFP) for the following task orders using Attachment 14

Group B Pricing Template. Price shall be inclusive of all direct (i.e., direct labor, material, and ODCs) and associated indirect costs plus profit related to the task order. Proposed price shall be identified by base and option periods. Offeror shall submit supporting information required to evaluate FFP prices. The offeror shall provide basis of estimates ODCs in sufficient detail to ensure that the offeror has a complete understanding of the task order.

Subcontractor sealed packages are not required. Travel costs will be reimbursed on a separate cost reimbursable

CLIN (fee will not be applied to travel costs). Travel includes transportation, lodging, meals and incidental expenses consistent with the Joint Travel Regulations. The travel CLIN does not cover DBAs, visas, insurance, or other associated costs for performance OCONUS. See TO Instructions to Offerors for additional pricing information.

L-5 VOLUME IV – ADMINISTRATIVE MATERIAL

L5.1 General. The purpose of this volume is to provide information to the Government for preparing the contract document and supporting file; as well assist the KO in making a responsibility determination. Offerors shall provide the following additional administrative material.

L5.2 Facility Security Clearance. The offeror must possess, or acquire prior to award of the contract, a Top Secret

Facility Clearance as accredited by the Defense Security Service (DSS) in accordance with the contract level

Contract Security classification Specification (DD Form 254). If an offeror that is an apparent IDIQ awardee does not possess a TS facility clearance by the time the IDIQ contracts are awarded, they will be ineligible to receive any task order awards until a TS FCL is obtained. Storage of information is not anticipated to be required at the contract level; however, the contractor shall meet all requirements of the Task Order level DD Form 254 requirements.

USSOCOM cannot sponsor a FCL without a contract in place. Since the solicitation itself does not require any access to classified material; an offeror that does not currently possess a Top Secret FCL can submit as part of their proposal, evidence that the process has been initiated with DSS under another contract award to include status on the accreditation process.

L5.3 Contract Forms and Certifications.

L5.3.1 Proposal cover page which includes names, office phone numbers, cell phone numbers, and email addresses for individuals who are authorized to discuss the proposal with government personnel on behalf of the offeror.

L5.3.2 Section A – Solicitation/Contract Form

Complete blocks 12-16, and the Signature and Date blocks 17 and 18, of the Standard Form 33. A signature by the

Offeror on the Standard Form 33 constitutes an offer, which the Government may accept. The "original" copy shall be clearly marked under separate cover.

L5.3.3 Section I – Contract Clauses

All clauses from the IDIQ contract apply over to subsequent TOs, and have the same applicability despite omission of these clauses on each TO. The offeror shall complete all TO requirements IAW terms and conditions of the IDIQ contract and any additional terms and conditions specified in the TO.

L5.3.4 Section K – Representations, Certifications, and other Statements of Offerors

Contractor shall complete all representations, certifications, acknowledgement, statements and required fill ins.

L5.3.5 Acknowledgement of amendments (SF30), if applicable.

L5.4 Current Adequate Accounting System. IAW Federal Acquisition Regulations (FAR) Part 30; Cost

Accounting Standards (CAS) do not apply to small business concerns. IAW FAR 16.306 (c), no CPFF contract may be awarded unless the limitations in FAR 16.301-3 are met. One of the limitations cited is that the contractor’s accounting system must be adequate for determining costs. The offeror shall provide valid documentation from

DCMA, DCAA or other Federal Audit Agency that they have an adequate accounting system for operating Government cost type contracts to be considered for award. The offeror may provide other information that allows the contracting officer to determine that the contractor's accounting system will permit timely development of all necessary cost data for the cost type CLINs and the negotiation of cost in accordance with the FAR and applicable supplements in order to be considered for award. If the offeror does not currently have valid documentation (within the last 3 years) regarding an adequate accounting system, the Offeror shall complete Section J Attachment 13 –SWMS Modified SF

1408 Preaward Survey of Prospective Accounting System Checklist with supporting documentation. An advanced copy of the offeror's SF 1408 with supporting documentation shall be forwarded to the cognizance DCAA and to the

Contracting Officer. Offeror’s are cautioned that determination of the adequacy of the accounting system must be accomplished to be eligible for contract award. Therefore, offerors shall be prepared to support DCAA audits upon the initiation of the audit.

SECTION M - EVALUATION FACTORS FOR AWARD

EVALUATION FACTORS FOR AWARD

M-1 EVALUATION PROCESS

M1.1 Introduction. This section outlines the criteria the Government will use in evaluating the offeror’s proposals for the SWMS Group B contracts. The Government will evaluate each offeror’s capabilities and proposal elements against the evaluation criteria set forth below. This is a competitive, best value, source selection using a tradeoff process that will be conducted in accordance with (IAW) Federal Acquisition Regulation (FAR) Part 15 and

Defense Federal Acquisition Regulation Supplement (DFARS) Part 215. The Government intends to make multiple prime contract awards under this solicitation.

M1.2 Evaluation. The Government will evaluate all proposals received against Technical, Past Performance, and

Price/Cost in accordance with Table M.1. Order of Importance: Factors 1 through 4 are in descending order of importance. Sub-factors within Factor 1 are in descending order of importance. Sub-factors within Factor 2 are of equal importance. When combined all non-price/cost factors are significantly more important than price/cost.

Table M.1

FACTOR TITLE Evaluation Rating

Factor 1 Program Management/IDIQ Technical Capability Rollup Color/Risk

Sub-factor 1.1 Program Management Color/Risk

Sub-factor 1.2 IDIQ Technical Capability Color/Risk

Factor 2 Task Order Proposal Rollup Color/Risk

Sub-factor 2.1 FMD Lessons Learned SOW Color/Risk

Sub-factor 2.2 FMD Manpower Augmentation SOW Color/Risk

Sub-factor 2.3 MSOS Individual Training Course SOW Color/Risk

Factor 3 Past Performance Proposal Confidence Rating

Factor 4 Price/Cost Proposal Total Evaluated Price/Cost

M1.3 Eligibility. In order to be eligible for award, a proposal must comply in all material respects with the requirements of the law, regulation and the terms and conditions set forth in this solicitation; and the offeror must be determined responsible according to the standards set forth in FAR Subpart 9.1. Failure to comply with the terms and conditions of the solicitation may result in the offeror’s proposal being considered unacceptable.

M-2 EVALUATION PROCEDURES FOR FACTORS AND SUBFACTORS

M2.1 The Government’s evaluation team will evaluate the offeror’s proposal and apply a combined Technical

(Color) and Risk rating to each Factor 1 and 2 Sub-factor IAW Section M Table M.2. Evaluation of proposals will focus on strengths, weaknesses, significant weaknesses, and deficiencies. The sub-factor ratings for Factors 1 and 2 will be rolled up to an overall rating for Factors 1 and 2. Note that if an offeror’s proposal demonstrates a material failure to meet a Government requirement, it is a deficiency in the offeror’s proposal. Offerors that simply restate the Government’s requirement will be rated unacceptable.

Table M.2

Combined Technical/Risk Ratings

Color Rating Description

Blue Outstanding Proposal meets requirements and indicates an exceptional approach and understanding of the requirements. Strengths far outweigh any weaknesses. Risk of unsuccessful performance is very low.

Purple Good Proposal meets requirements and indicates a thorough approach and understanding of the requirements. Proposal contains strengths which outweigh any weaknesses. Risk of unsuccessful performance is low.

Green Acceptable Proposal meets requirements and indicates an adequate approach and understanding of the requirements. Strengths and weaknesses are offsetting or will have little or no impact on contract performance. Risk of unsuccessful performance is no worse than moderate.

Yellow Marginal Proposal does not clearly meet requirements and has not demonstrated an adequate approach and understanding of the requirements. The proposal has one or more weaknesses which are not offset by strengths. Risk of unsuccessful performance is high.

Red Unacceptable Proposal does not meet requirements and contains one or more deficiencies. Proposal is un-awardable.

M2.2 Factor 1 – Program Management/IDIQ Technical Capability. The assessment will evaluate the adequacy of the proposed approach and methodology to manage and execute the full range of Group B SWMS requirements.

Sub-factors are in descending order of importance.

M2.2.1 Sub-factor 1.1 Program Management. The assessment will evaluate how well the offeror’s management plan describes an approach to ensure all resources are available to successfully execute SWMS Group B requirements.

M2.2.2 Sub-factor 1.2 IDIQ Technical Capability. The assessment will evaluate how well the offeror’s proposal for LREC and MARSOC G7 describes an adequate management and technical approach that demonstrates a capability to execute future requirements of this nature and ensures successful execution of future requirements.

M2.3 Factor 2 – Task Order Proposal. The assessment will evaluate how well the offeror’s proposal for each TO describes a complete approach and provides insight into how it will manage and execute each task order. Sub-factors

2.1, 2.2, and 2.3 are of equal importance.

The Government will combine individual task order (sub-factor) color ratings to form an aggregate color rating for

Factor 2, Task Order Proposal for the Prime Contract Award evaluation. Individual TO color ratings will be used to determine the technical rating for TO awards.

M2.4 Factor 3: Past Performance. The Past Performance evaluation considers the offeror’s demonstrated record of performance in providing the services delineated in the Group B SOW and specific TO requirements. The performance rating is assessed at the overall Past Performance Factor level after evaluating aspects of the offeror’s recent past performance, focusing on performance that is relevant to the SWMS Group B requirements. The

Government will not evaluate personal references.

M2.4.1 The past performance evaluation will be based on the data gathered by information sheets, questionnaires, interviews, and the Contractor Performance Assessment Reporting System reports as available through the Past

Performance Retrieval System. The Government is not limited to these resources.

M2.4.2 The Government will evaluate the past performance of the efforts that meet the recency and relevancy in

Section L in order to determine the Government’s overall level of confidence in the offeror’s ability to successfully perform the required effort described in Section M Table M.3. In the case of an Offeror without a record of relevant and/or recent past performance or for whom information on past performance is not available, the Offeror shall receive a Past Performance rating of “Unknown Confidence,” which equates to a neutral rating having neither positive nor negative evaluation significance.

Table M.3

Rating Description

Substantial Confidence Based on the offeror’s recent/relevant performance record, the government has a high expectation that the Offeror will successfully perform the required effort.

Satisfactory Confidence Based on the offeror’s recent/relevant performance record, the government has a reasonable expectation that the Offeror will successfully perform the required effort.

Limited Confidence Based on the offeror’s recent/relevant performance record, the government has a low expectation that the Offeror will successfully perform the required effort.

No Confidence Based on the offeror’s recent/relevant performance record, the government has no expectation that the Offeror will be able to successfully perform the required effort.

Unknown Confidence

(Neutral)

No recent/relevant performance record is available or the offeror’s performance record is so sparse that no meaningful confidence assessment rating can be reasonably assigned.

M2.5 Factor 4 – Price/Cost: The Government will evaluate Volume III for completeness, compliance with the instructions, price reasonableness, and IDIQ Total Evaluated Price (TEP). The IDIQ TEP will be calculated for each offeror and presented to the SSA for consideration in the best value determination. Volume III will be evaluated using one or more of the techniques defined in FAR 15.404 Proposal Analysis Techniques, in order to determine if the price is fair and reasonable. IAW FAR 15.403-1(b) the Government may require submission of

Data Other Than Certified Cost or Pricing Data to the extent necessary to support a determination of fair and reasonable price.

M2.5.1 The total price for the for each TO will be calculated as follows:

Lessons Learned: Fully Burdened Labor Rates per labor category, including profit multiplied by the total number of hours per labor category plus the proposed ODCs to arrive at the FFP CLIN Total (for the base and all options). The

Government travel plug amount plus proposed G&A; as applicable, and the OCONUS Travel Scenario proposed total will then be added to the FFP to arrive at the TO Price.

FMD Manpower Augmentation: Fully Burdened Labor Rates per labor category, including profit multiplied by the total number of hours per labor category plus the proposed ODCs to arrive at the FFP CLIN Total (for the base and all options). The Government travel plug amount plus proposed G&A; as applicable, will then be added to the FFP to arrive at the TO Price.

MSOS ITC: Fully Burdened Labor Rates per labor category, including profit multiplied by the total number of hours per labor category plus the amount proposed ODCs to arrive at the FFP CLIN Total (for the base and all options). The

Government ST2 and ST3 CPFF plug amount plus the proposed fixed fee amount and the Government travel plug amount plus proposed G&A; as applicable, will then be added to the FFP to arrive at the TO Price.

M2.5.2 The IDIQ TEP will be calculated by adding the Total TO Price for Lessons Learned, FMD Manpower

Augmentation, and MSOS ITC.

M-3 BASIS FOR AWARD

M3.1 General. To arrive at a source selection decision, the Source Selection Authority will perform an integrated assessment using the evaluation factors described in Section M. This may result in awards being made to the higher rated, potentially higher priced offerors where the decision is consistent with the evaluation factors.

M3.2 IDIQ Prime Contracts: The Government will select for prime contract awards; the proposals that represent the best value to the Government, based on the evaluation factors. Within the best value continuum, the

Government will employ a tradeoff analysis among the following factors: Program Management/IDIQ Technical

Capability, Task Order Proposal, Past Performance, and Price/Cost. The Source Selection Authority will determine which proposals are most advantageous to the Government.

M3.3 Task Orders. Following selection of prime contract awardees and prime contract source selection; the

Government intends to award the TO’s identified under Factor 2 to the prime contract awardee whose task order proposal represents the best value to the Government, based on the evaluation factors. Within the best value continuum, the Government will employ a tradeoff analysis among the following factors: Task Order Proposal and

Price/Cost. The Source Selection Authority will determine which task order proposal is most advantageous to the

Government.

(End of Summary of Changes)