Amend_01_M.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)

30-105-04EXCEPTION 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 to:

1) Extend the proposal due date to 10 Jun 2014 w ith no change to the delivery time.

2) Make changes to MDA Clause H-03 Delivery/Task Orders (Jun 2012).

3) Make several changes to Sections L & M.

4) Change BLOCK 4 in CDRL A0003 and BLOCK 5 in CDRL A0007.

5) Make several changes to Section J, Atch 1, PWS and Section J, Atch 2, QASP.

6) Make a change to Section L Addendum, Atch 4, Past Performance Questionaire (PPQ)

1. CONTRACT ID CODE PAGE OF PAGES

U 1 3

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

16C. DATE SIGNED

BY 23-May-2014

16B. UNITED STATES OF AMERICA15C. DATE SIGNED15B. 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 HQ0147-13-R-0005

X 9B. DATED (SEE ITEM 11)

09-May-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 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

23-May-2014

CODE

MISSILE DEFENSE AGENCY (MDA)

CONTRACTS DIRECTORATE

BLDG 5222 MARTIN RD

REDSTONE ARSENAL AL 35898-0001

HQ0147 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

HQ0147-13-R-0005

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION A - SOLICITATION/CONTRACT FORM

The required response date/time has changed from 09-Jun-2014 02:00 PM to 10-Jun-2014 02:00 PM.

SECTION H - SPECIAL CONTRACT REQUIREMENTS

The following have been modified:

H-03 DELIVERY/TASK ORDERS (JUN 2012)

a. Labor Hours are defined as actual PRIME AND SUBCONTRACTOR (INCLUDING CONSULTANTS) work hours exclusive of vacation, holiday, sick leave and other absences.

b. General. The delivery/task order procedures in this clause shall apply to CLIN 0001, 0002, 0003, and 0004. The Government may order up to the maximum estimated cost specified in the Schedule. For purposes of this contract, the term “Delivery/Task Order” is synonymous and interchangeable with the word “order” as used in Section I FAR/DFARS clauses 52.216-19, 52.216-22 and 252.216-7006. All Delivery/Task Orders are subject to the terms and conditions of this contract. In the event of a conflict between a Delivery/Task Order and this contract, the contract shall prevail.

c. Ordering. Delivery/Task Orders will be issued in written form by the Contracting Officer. Normally, prior to issuing a Delivery/Task Order, the Contracting Officer will request, and the Contractor shall provide a Delivery/Task Plan for accomplishing the work.

(1) Draft Delivery/Task Order. The Contracting Officer will issue a draft Delivery/Task Order to the Contractor with a request to the Contractor to submit a plan for accomplishing the task. The draft Delivery/Task Order will include the following information:

(a) contract number, CLIN and PWS reference;

(b) description of the task to be performed;

(c) a period of performance for the task;

(d) description of the deliverables (as appropriate); and

(e) specify either LOE or completion and number of Labor Hours.

NOTE: Issuance of a draft Delivery/Task Order does not authorize performance of this task.

(2) Task Order Management Plan. The Contractor shall submit a Delivery/Task Order Management Plan within ten (10) calendar days after receipt of a draft Delivery/Task Order. The Delivery/Task Order Managemnt Plan shall include:

(a) a brief description of the method and approach to accomplish the Delivery/Task Order;

(b) estimated level of effort, in Labor Hours by labor category, required to perform the task in the period of performance specified by the Delivery/Task Order. (Labor Hours to be delivered by the Contractor shall include all reimbursable labor hours worked regardless of source, prime or authorized subcontractor);

(c) the Contractor’s cost estimate, including all travel and other travel costs, with supporting rationale to perform the Delivery/Task Order; and

(d) task order cost and fee shall be calculated by multipling contractor proposed hours by the rates included in the rate table attached in Section J.

(3) Delivery/Task Order Issuance. Within ten (10) calendar days after receipt of the Delivery/Task Plan, the Contracting Officer will provide either an executed Delivery/Task Order, or advise the Contractor of changes required to the Delivery/Task Plan. Once the Contractor and Contracting Officer have agreed on the contents of the Delivery/Task Plan, the Contracting Officer will issue the Delivery/Task Order, which includes the following:

(a) Contracting Officer signature and date of order;

(b) Contract number, CLIN, order number and PWS reference;

(c) Description of the Task to be performed;

(d) For completion tasks, the estimated labor hours and cost-plus-fixed-fee;

(e) The period of performance for the task; and

(f) Deliverables including applicable CDRLs.

(4) Alternate Procedure. When time will not permit the preparation of a Delivery/Task Plan before commencement of work, the Contracting Officer may issue a Delivery/Task Order specifying a maximum Labor Hour and estimated cost not to be exceeded pending agreement on the Delivery/Task Plan.

(a) The Contractor shall begin performance promptly and submit a Delivery/Task Plan within ten

(10) calendar days after receipt of the Delivery/Task Order.

(b) Within ten (10) calendar days after receipt of the Delivery/Task Plan, the Contracting Officer will provide either a written Notice of Approval, issue a modification to the Delivery/Task Order, or advise the Contractor of changes required to the Delivery/Task Plan.

(c) Until such time as a Delivery/Task Plan is approved, the Contractor shall limit the expenditure of Labor Hours and costs at a rate such that the Delivery/Task Order maximum Labor Hours and ceiling price will not be exceeded prior to the completion of the task.

d. Delivery/Task Order Modifications. Delivery/Task Orders normally will be modified using the standard procedures for issuing Delivery/Task Orders. In emergency circumstances, Delivery/Task Orders may be modified orally by the Contracting Officer; oral modifications will be confirmed by issuance of a written Delivery/Task Order modification within five working days from the time of the oral communication modifying the order.

e. Performance. Subject to the contract terms and conditions, and unless otherwise directed by the Contracting Officer, the Contractor shall initiate performance on new Delivery/Task orders promptly upon receipt of a signed Delivery/Task Order. Performance of work on new Delivery/Task orders prior to execution of an approved Delivery/Task Order is not authorized and is at the Contractor’s own risk.

f. Cost Limitation.

(1) The Contractor shall incur costs under this contract only in the performance of Delivery/Task Orders and modifications to orders issued by the Contracting Officer. No other costs are authorized without the express written consent of the Contracting Officer. The Contractor will not be paid for expenditures above the maximum cost-plus-fixed-fee ceiling of any individual Delivery/Task Order (Completion).

(End of Summary of Changes)

L-1 GENERAL INSTRUCTIONS TO OFFERORS

L-1.1 The Government intends to award a single indefinite-delivery, indefinite-quantity (IDIQ) contract resulting from this solicitation for the entire LADSS Program effort. The IDIQ contract will have a base Ordering Period of five years. Task Orders (TOs) will be placed as funds and efforts are identified. TOs may be incrementally funded. The Period of Performance (PoP) for each TO will be determined at TO award.

L-1.2. The Government may award without discussions. Therefore, Offeror’s initial proposal should contain the Offeror’s best terms for technical, management, past performance, and cost/price.

L-1.3. NOTICE OF PRE-PROPOSAL CONFERENCE. A pre-proposal conference might be conducted at XXXXX, Auditorium (1A110), Ft. Belvoir, Virginia, on XXX XX, 2014 at 9:00 a.m. EST for the purpose of answering questions regarding this solicitation.

Submit the names of all attendees (not to exceed 5 representatives per company) to DACFinbox@mda.mil . The email subject line shall read “Company name, HQ0147-13-R-0005, Pre Proposal Conference Attendee List, prior to XXX XX, 2014. This information must be provided in advance in order to ensure access to the conference site and adequate seating for the conference attendees.

Offerors are requested to submit questions to the point of contact noted above not later than

XXX XX, 2014.

A record of the conference shall be made and furnished to all prospective offerors. The record will include minutes of the meeting, including questions (on a non-attribution basis) and answers.

L-1.4 NOTICE REGARDING ORGANIZATIONAL CONFLICT OF INTEREST (OCI)

AGREEMENT(S) (Federal Acquisition Regulation [FAR] subpart 9.5).

Responsibility lies with the prime contract Offerors to ensure that both it and its proposed subcontractors are not restricted from participating in this proposed acquisition due to an OCI clause in an Defense Acquisition University (DAU), MDA related contract or subcontract.

Any Offeror who has signed, as well as proposed subcontractors who have signed, a contract with an OCI agreement in a Defense Acquisition University (DAU), as either a prime Contractor or subcontractor under any such contract, shall submit a written application to obtain approval to participate in this acquisition to the MDA Directorate of Contracting, MDA DAU Learning Asset Development, Sustainment, and Support (LADSS)Program, via e-mail to the PCO at Bradley.Price@mda.mil and alternate at Brad.Jacobs@mda.mil.

Further, if either the prime Offeror (or any of its proposed subcontractors) is currently performing (or in process of proposing on) an effort that appears to have a potential conflict with the upcoming LADSS Program, regardless of whether there is an OCI clause or not, the prospective prime Contractor shall submit a written application to the MDA Directorate of mailto:DACFinbox@mda.mil

Contracting, LADSS, via e-mail to the PCO at Bradley.Price@mda.mil and alternate at Brad.Jacobs@mda.mil, to obtain approval to participate in this acquisition.

The Offeror(s) with either of the potential OCI restrictions described in the paragraphs above, shall provide the following information electronically (either via e-mail or on a Compact Disc (CD)/Digital Video Disc (DVD) in Microsoft (MS) Word or Acrobat .pdf format):

(a) A copy of the OCI clause from either the prime contract and/or from the subcontract that the contractor is working under.

(b) A copy of each contract or subcontract Statement of Work or Performance Work Statement

(PWS).

(c) A copy of each Task Order (TO), Technical Directive (TD), Task Instruction (TI), or Task Assignment (TA) performed or being performed by the Offeror.

(d) The Government technical POC (including their current e-mail address, office symbol, and telephone number) for each contract or subcontract PWS, TO, TD, and/or TA submitted for review.

(e) If necessary, submit a LADSS OCI Risk Mitigation Plan to address both actual organizational conflicts and/or the appearance of an organizational conflict between current contracts or in-process source selections and performance of LADSS Program.

Each file on the e-mail/disc shall be identified by Contract Number, followed by PWS, TO, TD, TI and/or TA number if applicable. The e-mail/disc shall also include a file entitled, Table of Contents, which shall include contracts, TOs, TDs, and TAs with the name, current e-mail address, office symbol, and telephone number of the Government technical POC.

If an OCI package was originally submitted to Government and disposition provided by the Procuring Contracting Officer, the Offeror shall only include the list of proposed subcontractors along with the PCO OCI approval letters for itself and all proposed subcontractors. If the Offeror has not submitted all OCI packages for its proposed subcontractors, then a delta package shall be submitted along with the complete list of proposed subcontractors and any previously provided PCO OCI approval letters.

L-2 PROPOSAL CONTENT AND ORGANIZATION

L-2.1 The table below shall serve as the Offeror’s guide for proposal organization and content by volume, with associated due dates. Proposal volume pages shall be numbered.

Volume Title

Number of Hard Copies

Number of Electronic Copies *

Maximum Number of Pages **

Due Date/Time

Executive Summary Volume

Original plus six copies

Two 15 June 10, 2014

2:00 PM EST

Technical (Volume I)

Original plus six copies

Two 30 June 10, 2014

Volume Title

Number of Hard Copies

Number of Electronic Copies *

Maximum Number of Pages **

Due Date/Time

Technical Expertise (Tab 1)

Included in Volume 1 page count

Learning Asset Development and Sustainment (Tab 2)

Included in Volume 1 page count

Sustainment Maintenance Plan (Tab 3)

Excluded from Volume I page count

(Max number of pages 5)

Sample Learning Asset Course Design Document

(CDD)

(Tab 4)

Excluded from Volume I page count pages 25)

Project Planning and Technical Approach (Tab 5)

Excluded from Volume I page count pages 25)

Management (Volume II)

Original plus six copies

Two 30 June 10, 2014

2:00 PM EST

Past Performance Information Sheets (PPIS) (Volume III)

Original plus six copies

Two Each PPIS for each contract: 10

June 10, 2014

2:00 PM EST

Past Performance (Volume III)

Original plus six copies

Two N/A June 10, 2014

2:00 PM EST

Cost/Price (Volume IV) Original plus six copies

Two N/A June 10, 2014

2:00 PM EST

Total Resources (Volume V)

Original plus six copies

Two N/A June 10, 2014

2:00 PM EST

Contract Documentation (Volume VI)

Original plus three copies

Two N/A June 10, 2014

* SUBMIT EACH VOLUME ON A SEPARATE DVD-R.

** Page limitations shall be treated as maximums. If exceeded, the excess pages will not be read or considered in the evaluation of the proposal. These limitations shall apply to both electronic and hard copy proposals. Each page shall be counted except the following:

1. Volume Cover Pages

2. Table of Contents

3. List of Tables and Figures

4. Glossaries / Acronym List

5. Tabs / Dividers

6. Blank pages

7. Online Representations and Certifications Applications (ORCA) Information, Volume

VI

8. Section L&M Cross Reference Compliance Matrix and any other cross reference matrices

9. Consent Letters Volume III

10. Position Descriptions and Personnel Qualifications, Volume II

*** Note that the Past Performance Information Sheets are due at the same time the remainder of the Past Performance Volume and the other proposal volumes.

**** Note that the Preaward Survey of Prospective Contractor Accounting System Checklist, if applicable, is due at the same time the other proposal volumes. See Section L-8.5.

L-2.2 The original of each Offeror’s Executive Summary, and technical, management, past performance, cost/price, total resource, and contract documentation volumes will be retained with the contract file. All extra copies will be destroyed after contract award.

L-2.3 This is an all-electronic solicitation release. No hard copies will be mailed. Terms of the solicitation and specifications remain unchanged unless the solicitation is amended in writing.

Amendments to the solicitation will be posted to www.fedbizopps.gov. It is the responsibility of each Offeror to review the webpage for notice of amendments, updates, or changes to current information.

L-3 PROPOSAL INSTRUCTIONS

L-3.1 Page limits and all other proposal preparation instructions in this solicitation apply to the proposal.

L-3.2 Values to be included in a proposal for Material/Approved ODCs (CLIN 0002) and for Travel (CLIN 0003) are the amounts stated in Section B of the solicitation and in paragraph L-8.

CDRL CLIN, CLIN 0004 is Not Separately Priced (NSP). Failure to submit a proposal on all CLINs may disqualify the proposal. The CLIN prices shall be submitted in hard copy in the contracts volume. If, during technical evaluations, the Government requests revised proposals, Offerors may be instructed to provide them electronically.

L-3.3 All proposals must be complete, self-sufficient, and respond directly to the requirements of the solicitation. Any commitments made in the proposal shall become part of the resultant contract. Proposed innovations and efficiencies must be in sufficient detail to be incorporated into the contract. Apparent inconsistencies between promised performance and proposed prices shall be fully explained by the Offeror. Any significant inconsistency, if unexplained, raises a fundamental issue of the Offeror’s understanding of the program management and resources required and/or ability to perform the contract. This may be a basis for rejection of the proposal.

Statements such as “we will comply with the requirements of the contract,” will not by themselves constitute acceptability to meet the requirements of this solicitation. Failure to comply with these instructions may result in an Offeror’s proposal being summarily rejected.

L-3.4 Offerors are advised that data submitted to the Government in response to this solicitation may be released to non-Government advisors for review and analysis. These advisors may be required to provide advice within their area of expertise regarding proposal strengths and weaknesses. Non-Government advisors will be subject to civil and criminal penalties associated with any release of information pursuant to FAR subpart 3.104 procurement integrity violations.

They will not determine ratings or rankings of Offerors' proposals.

If the Offeror has any objection to non-Government advisors having access to their proposal information, the Offeror shall notify the government in writing of their objection and the non- Government advisors will not have access to their proposals. The non-Government advisors are:

Name of Company/Office N/A for this RFP/subsequent proposals

Note: The companies listed above may not assist or participate in preparation or submission of any proposal associated with this acquisition.

L-3.5 The Executive Summary is a concise summary of the Offeror’s proposal, including significant risks, and a highlight of any key or unique features, excluding cost/price. This summary shall specifically identify the Offeror and all proposed team members, subcontractors, and consultants. The name, division, and address of each company should be included. Any summary material presented here shall not be considered as meeting the requirements for any portions of other volumes of the proposal. The Offeror shall ensure the Executive Summary follows the outline below:

a) Narrative Summary

b) Teaming Arrangements

c) Provide a name, title, and telephone number of the person who is authorized to obligate the company contractually

L-3.6 The technical and management volumes including appendices shall be prepared in accordance with these instructions including Paragraphs L-5 and L-6 of this section, and will be evaluated in accordance with the evaluation criteria in Section M. Technical and management volumes including appendices shall include necessary information to enable the evaluators to form a definitive conclusion concerning the Offeror’s ability to perform complete program management and execution of the effort for which they are proposing. The Offeror’s proposal must convey to the Government that the Offeror is capable; possesses sufficient technical expertise and experience; possesses sufficient resources; and is able to plan, organize, and use those resources in a coordinated and timely fashion such that technical and management requirements will be achieved and costs will be controlled.

Offerors shall address technical and management risk by identifying those aspects of the proposal considered having the potential for disruption of schedule, increased cost or degradation of performance, the need for increased Government oversight, and/or the likelihood of unsuccessful contract performance. Classify each risk in accordance with the risk definitions set forth in Section M. 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-3.7 The past performance volume shall be prepared in accordance with Paragraph L-7 of this section, and will be evaluated in accordance with the evaluation criteria in Section M.

L-3.8 The cost/price and total resources volumes shall be prepared in accordance with Paragraph L-9 of this section, and will be evaluated in accordance with the evaluation criteria in Section M. The cost/price volume shall be based on the Offeror’s own technical proposal and the Government’s PWS requirements as set forth herein.

L-3.9 The contract documentation volume shall be prepared in accordance with Paragraph L-10 of this section.

L-3.10 Proposal Submission:

The proposal and any modifications or withdrawal thereof, and acknowledgement of receipt of any amendments to this solicitation must be marked as PROPOSAL for RFP # HQ0147-13-R- 0005. Proposals may be submitted by US Mail, carriers such as FedEx and UPS, or by hand delivery. Deliver copies of your proposal, to include major subcontractor proposals, to the following organizations in accordance with the stated due dates.

Proposal Distribution:

Original plus one hard copy and one set on DVD-R to:

Bradley Price Contracts Directorate BLDG 5222 Martin Road Redstone Arsenal, AL 35898-0001 Solicitation HQ0147-13-R-0005

Five hard copies of the Executive Summary Volume, Volumes one through 5, Two hard copies of the Contracts Documentation Volume and one set on DVD-R to:

Defense Acquisition University Learning Capabilities Integration Center 9820 Belvoir Road Fort Belvoir, VA 22060

Attn: Karen Byrd Solicitation HQ0147-13-R-0005

If you intend to hand carry your proposal, please make prior arrangements 24 hours in advance of delivery by contacting the PCO. It is your responsibility to ensure the proposal is delivered by the due date and time required in the solicitation.

L-3.11 Submitted materials must be unclassified in its entirety and shall be fully responsive to and consistent with the following:

• Requirements of the solicitation and PWS, and the CLINs contained therein;

• Government standards and regulations pertaining to the PWS; and

• Evaluation factors and subfactors for award in Section M of this solicitation.

• Offerors shall provide cross-reference matrices in each volume, as necessary. For the purposes of the technical evaluation, BOEs will not be considered cost data.

• Format of the proposal volumes (and any resulting responses to Evaluations

Notices (ENs)) shall be as follows:

o All written text shall be no smaller than what is equivalent to Microsoft

Word, Times New Roman, 12 point, uncompressed font. All charts/graphs shall use a readable 8pt font as a minimum.

o Pages shall be 8 ½ x 11, single sided, one and one half spaced. Past Performance Information Sheets, Attachment 5, and Charts, Tables and Figures, may be provided single spaced.

o Pages shall be dated and numbered.

o Elaborate format, color representations, and bindings are not desirable.

Three ring binders are preferred. The pages in the binders shall be easily removed and replaced to facilitate page changes. Any pages that are changed (as the result of negotiations) should be of a different color (as specified by the CO) and have changed information clearly marked by a vertical line in the right margin of the page and/or circling if changing data in a chart. The Offeror shall indicate the new date on revised pages.

o Page margins shall be a minimum of one inch top, bottom, and each side.

o Technical Proposal, Volume I, including the appendix shall be submitted in accordance with L-2.1.

o Management Proposal, Volume II, shall be submitted in accordance with documents listed in paragraph L-2.1 above. Past Performance, Volume III is not limited as to the number of pages.

o The Cost/Price, Volume, IV, and Contract Forms, Volume VI, is not limited as to the number of pages.

o The Executive Summary is limited to 15 pages, excluding documents listed in paragraph L-2.1 above.

o Pages shall not be printed in column format. Text shall be printed from the left margin to the right margin.

o All charts, graphs, and matrices which are larger than 8.5” x 11” must be provided in a fold-out format so that they are capable of being evaluated without removal from the Offeror’s binder. The entire chart should be visible with the notebook open and the folded page fully extended. Each fold-out page counts as two pages.

o Electronic copies must be provided on DVD-Rs. Proposals shall use Microsoft Office 2007. Microsoft word processing, presentation and spreadsheet products are preferred. Changes as a result of negotiations will be conformed into a compact disk and have changed information clearly marked by a vertical line in the right margin.

o If discrepancies are identified between the paper version and the electronic version, the paper version shall prevail.

L-3.12 Technical data furnished by the Government is in an “as is” condition without any warranty as to its accuracy, completeness, or adequacy. The Offeror shall use this technical data at its own risk. The Government assumes no responsibility for such furnished data/documentation nor will the Government have any liability for an Offeror’s proposal should such data/documentation prove to be inaccurate, incomplete, or otherwise defective. The contractor shall use technical data as marked and IAW DFARS subparts 252.227-7013 and 252.227-7014.

L-4 VOLUME DESCRIPTIONS

Executive Summary

• Narrative Summary

• Teaming Arrangements

• Provide a name, title, and telephone number for the person who is authorized to obligate the company contractually Volume I - Technical

• Tab 1: Subfactor 1 – Technical Expertise

• Tab 2: Subfactor 2 – Learning Asset Development and Sustainment

• Tab 3: Subfactor 2 – Sample Maintenance Plan

• Tab 4: Subfactor 2 – Sample Learning Asset Course Design Document (CDD)

• Tab 5: Subfactor 3 – Project Planning and Technical Approach Volume II - Management

• Tab 1: Subfactor 1 – Teaming and Staffing

• Tab 2: Subfactor 2 – Management Approach

• Tab 3: Subfactor 3 - Small Business Participation & Commitment Volume III - Past Performance Volume IV - Cost/Price Volume V – Total Resources* Volume VI- Contract Documentation

• Tab 1: Model Contract (SF 33)

• Tab 2: Proposal Adequacy Check List

• Tab 3: Exceptions to Solicitation Requirements

• Tab 4: Ground Rules and Assumptions

• Tab 5: Section L&M Cross Reference Compliance Matrix

• Tab 6: Small Business Sub Contracting Plan

• Tab 7: Additional information

• Tab 8: Data Assertions Listing *Supports all Technical, Management Subfactors and cost/price.

L-5 VOLUME I: TECHNICAL

The Technical Volume shall be divided into three sections: Technical Expertise, Learning Asset Development and Sustainment, and Project Planning and Technical Approach. The Offeror’s sample Course Design Document (CDD) is an additional submission to the required written proposal. All materials should be provided as an appendix to the Technical Volume.

L-5.1 Technical Subfactor 1 – Technical Expertise

This subfactor primarily focuses on PWS Section 4.5, PWS Section 4.6 and PWS Section 4.7.

The Offeror shall clearly state and provide credible evidence of their capabilities and approach, including a risk evaluation, to execute Research, Analysis, Learning Asset Development, Revision, and Maintenance activities.

1) Provide a written narrative demonstrating knowledge, comprehension, and experience with Department of Defense (DoD) acquisition including the impact that current and emerging statutes, regulations, policies, and guidance have on DoD acquisition functional and topical areas.

L-5.2 Technical Subfactor 2 – Learning Asset Development and Sustainment

This subfactor primarily focuses on PWS Sections 1.1, PWS Section 4.5 and PWS Section 4.6.

The Offeror shall clearly state and provide credible evidence of their capabilities and approach, including a risk evaluation, to execute Learning Asset Development and Sustainment activities, including but not limited to Distance Learning courses (DL), Continuous Learning Modules (CLMs), Classroom courses (CR), Facilitated on-line courses (FOLE), Performance Learning Tools (PLTs), gaming and simulation. The Offeror shall address the use of adult learning levels and use of innovative learning assets.

1) The offeror shall describe the process and approach to meet DAU learning asset development guidelines, processes and required standards (e.g. DAU e-learning and Curriculum Development guides). Offeror shall address compliance with PWS security requirements, ADDIE process, varying adult learning levels, Section 508 and SCORM compliance.

2) The offeror shall describe experiences with/or the ability to obtain knowledge of and use of the following DAU learning development tools and learning management systems (LMS) to ensure deliverables can be integrated and usable:

a. Composica/Development and Revision Tool (DART)

b. ATLAS LMS

c. Blackboard (LMS)

3) The offeror shall provide a design strategy, which allows DAU to maintain and sustain learning assets as required by individual Task Orders including a written detailed sustainment/maintenance plan, including affordability and obsolescence. The offeror should document a cost-effective approach to maintaining and sustaining those learning assets over time.

4) The Offeror shall provide a sample learning asset CDD as a tab to Volume 1 to the written proposal. The sample CDD shall address only technical Subfactor 2. The sample Learning Asset Course Design Document (CDD) shall include gaming and/or simulation and demonstrate the offeror’s capability to research, analyze, develop and integrate new and existing content across DoD acquisition functional, cross-functional, and topical areas, and provide innovative, professional adult learning approaches. The sample learning asset CDD shall also be reflective of the offeror’s learning asset maintenance and sustainment approach over time to include affordability and obsolescence. The offeror’s approach shall be described in a sample maintenance plan referenced in 3 above.

L-5.3 Technical Subfactor 3 – Project Planning and Technical Approach

This section primarily focuses on the PWS for Task Order 0001.

The Offeror shall describe their capabilities and approach, including risk, to executing and managing the elements of Task Order 0001, TST 303, Advanced Test and Evaluation.

Provide a proposal (compliant with CDRL A0007) that includes a Task Order Management Plan (TOMP) that clearly states and provides credible evidence that the Offeror’s Team has the capability to effectively plan and execute the elements of Task Order 0001 to include cost, schedule, performance, resourcing and risk.

L-6 VOLUME II: MANAGEMENT

The Management Volume shall be divided into three sections: Teaming and Staffing, Management Approach, and Small Business Participation & Commitment. The Offeror shall describe their understanding of the LADSS Program and their ability to tailor best practices to fit its requirements.

L-6.1 Management Subfactor 1 – Teaming and Staffing

This subfactor primarily focuses on PWS Section 1.2, PWS Section 1.3, and PWS Section 4.2.

Clearly identify a Team and framework, including subcontractors and other subject matter experts, necessary to successfully execute the DAU LCIC Learning Asset Development, Sustainment and Support (LADSS) PWS. Clearly demonstrate the ability to obtain, retain, organize and use resources effectively and efficiently in the following areas:

1) Provide a written description and organization chart(s) that demonstrate a planned process to organize, staff, and allocate resources to meet the PWS in a timely manner.

The process shall detail formal teaming partners, roles, lines of authority, management and technical communication processes and quality control processes that address the DAU LCIC LADSS PWS as a whole.

2) Provide a table that describes key positions within the organizational structure that can support the requirements of the PWS, including their planned responsibilities, and details their experience most applicable to the PWS. Only DoD experience will be considered.

3) Identify SMEs and consultants available at contract award and describe in detail the approach for recruitment and retention to ensure qualified and trained personnel are in place. The proposed approach shall demonstrate the ability to obtain subject matter experts and consultants with proven knowledge, experience, understanding and expertise to meet PWS and task order requirements.

L-6.2 Management Subfactor 2 – Management Approach

This subfactor primarily focuses on PWS Section1.2 and PWS Section 1.3.2.

Written narrative shall clearly address, and provide credible evidence, that the Offeror’s team has the methodologies and capabilities to manage the contract and perform task order execution efficiently and effectively, including the ability to identify, evaluate, manage and mitigate risks, in the following areas:

1) Written narrative shall demonstrate a quality control program that ensures contract compliance and an approach to managing technical, cost, and schedule performance including identification of substandard performance and effective implementation of corrective actions. A clear description of how the contractor will maintain contract and task order management, oversight of technical, cost, schedule performance, execution and control of numerous task orders simultaneously shall be provided.

2) Written narrative shall demonstrate an integrated risk management system and an approach to identify, prioritize, mitigate, and track program risks and root cause drivers.

A description of the approach to reduce time to market delivery of learning assets while meeting task order and contract requirements is included.

3) The offeror’s proposal should provide credible evidence to the Government that the offeror will be able to successfully meet or exceed the performance standards in the Quality Assurance Surveillance Plan (QASP).

L-6.3 Management Subfactor 3-Small Business Participation & Commitment

The Government will assess small business participation and commitment as measured against the total contract value. This assessment is separate from the FAR requirement for PCO review and acceptance of an Offeror‘s Small Business Subcontracting Plan. Small business participation is defined as small business contributions to the overall contract performance at the 1st tier subcontract level. Large business Offerors shall ensure that the Individual Subcontracting Plan or the Small Business Participation & Commitment Plan is consistent with proposal information associated with this subfactor.

Offerors shall provide the proposed participation dollars and percent of estimated contract value for the period of performance. Offers shall include a narrative explanation regarding the basis for and efforts associated with establishing proposed participation dollars and percentages including a breakout of prime small business participation.

Offerors shall identify by name, type of business, product/service, dollar value, timeframe, and nature of commitment the small business participation planned for this acquisition. Offerors shall clearly describe the nature of commitment (e.g., fully executed teaming agreement, planned purchase order). Offers shall describe new, contract specific initiatives and tools (e.g., mentor protégé agreements, developing second sources focused on improving readiness or reducing cost) that will be employed under the contract to enhance small business participation and capabilities both in the instant acquisition and to meet future requirements. Offerors shall describe the process they will use to ensure proper flow-down of requirements, process management, and performance assessments of small business participation at lower tiers.

Small Business Participation Dollars and Percent

Category

Learning Asset Development and

Sustainment Goals

Offeror’s Proposed Participation Dollars

Percent of Estimated Contract Value

Small Business 23.5% Large Business

Total 100% HUBZone Small Business 1.0% Service-Disabled Veteran- Owned Small Business 1.0%

Small Disadvantaged Business 5.0%

Table L-01 - Small Business Participation Dollars and Percent

Note: The above small business participation Learning Asset Development and Sustainment goals represent the PCO’s assessment of appropriate minimum participation expressed as a percentage of total contract value. Offerors are encouraged to propose values greater than the goals listed.

L-7 VOLUME III: PAST PERFORMANCE

L-7.1 Contents. The Offeror shall submit a Past Performance Volume containing the following:

1) Table of Contents

2) Summary Page describing the role of the Offeror and each subcontractor and/or teaming partner for which the Offeror is required to provide Past Performance Information Sheets in accordance with paragraph L-7.2 below.

3) Past Performance-Small Business(Large Businesses Only) Offerors shall provide a narrative describing its use of small business concerns over the past five years. Proposals shall describe the actual use of small businesses as subcontractors or teaming partners and demonstrate the extent of compliance with the Offerors’ Small Business Subcontracting Plans and any related contract incentives.

Offerors shall specifically describe the small business goals and the extent to which they were achieved in relevant contracts that required subcontracting plans. To supplement the narrative summary, Offerors shall provide the most recent Individual Subcontracting Reports (ISRs) or SF 294s for four contracts performed within the last five years that required submission of such reports. Offerors participating in the DoD Comprehensive Subcontracting Plan Test Program shall provide relevant Summary Subcontracting Reports (SSRs) or SF 295s for the past five years, associated goals, if available, and small business performance data for up to four relevant individual contracts or programs.

If necessary to meet the four report requirement, Offerors may include subcontracting reports associated with contracts other than those for which past performance information sheets were submitted. In such cases, the proposal shall clearly state the reason(s) for not providing small business data associated with the contracts otherwise cited as relevant for past performance consideration hereunder. Subcontracting reports will not count against the page limitations for the past performance volume.

4) Past Performance Information Sheets in accordance with Section L, Attachment 5 to the solicitation – see paragraph L-7.2 below.

5) Consent Letters executed by each subcontractor and/or teaming partner, authorizing release of adverse past performance information so the Offeror can respond to such information. A sample letter is attached as Section L, Attachment 7

6) Organization Structure Change History—See paragraph L-7.4.

Women-Owned Small Business 3.0%

L-7.2 Past Performance Information Sheets.

Submit information on contracts you consider most relevant in demonstrating your ability to perform the proposed effort. The Offeror shall submit Past Performance Information Sheets in accordance with the format contained in Section L, Attachment 5 to the solicitation. This information is required on the Offeror and subcontractors and/or teaming partners proposed to perform any of the proposed effort that the Offeror considers critical to overall successful performance. The Offeror shall submit a maximum of five and a minimum of three Past Performance Information Sheets identifying active or completed contracts, either Government or commercial, for the prime. If the prime is a joint venture that does not have a minimum of three active or completed contracts for which it can submit Past Performance Information Sheets, then the joint venture shall submit a maximum of five and a minimum of three Past Performance Information Sheets identifying active or completed contracts, either government or commercial, for each team member. The Offeror shall submit a maximum of five and a minimum of three Past Performance Information Sheets for each major and/or critical subcontractor/subsidiary. A major subcontractor/subsidiary is defined as one performing $3M or more each year of the contract period of performance effort (excluding ODC and Travel). A critical subcontractor/subsidiary is one whose performance on the awarded contract is such that if it fails, could significantly impact program success. A key subcontractor is defined as one that is a major or critical subcontractor/subsidiary. Each relevant contract shall meet the Government’s definition of recency. The Government defines recency as any contract having been performed during the past three years from the date of issuance of this solicitation. Each Performance Information Sheet for each contract is limited to ten pages. 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. The Offeror shall provide a list of the proposed respondents with two points of contact, current e-mail address, and phone numbers in its Past Performance Volume. The Government reserves the right to contact these sources if they do not submit responses by the proposal due date.

L-7.3 Relevant Contracts. Include rationale supporting your assertion of relevance and how the referenced contract is a relevant indicator of performance against the PWS. This information shall be submitted as part of the Past Performance Information Sheet, Section L, Attachment 5.

For a description of the characteristics or aspects the Government will consider in determining relevance, see Section M, paragraphs M-7.0 and M-7.2.

L-7.4 Organizational 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 "roadmap" 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 confidence assessment. Since the Government intends to consider 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-7.5 Resolution of Problems. Offerors 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 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 High Confidence or Significant Confidence candidate. Submittal of quality performance indicators or other management indicators that clearly support that an Offeror has overcome past problems is required.

L-7.6 Questionnaires. The Government requests the Offeror send out Past Performance Questionnaires, Section L, Attachment 4, to each of the Points of Contact (POCs) identified in the Past Performance Volume. The Offeror shall fill in the project and evaluator information on the questionnaire prior to sending it to the POC. Completed questionnaires shall be submitted by the POC directly to the Contracting Officer. A cover letter for transmitting the questionnaire to each POC is provided as Section L, Attachment 6. Each of the Offeror's POCs shall e-mail the completed Past Performance Questionnaire to Bradley.Price@mda.mil with a courtesy copy to Brad.Jacobs@mda.mil. Although an e-mailed Questionnaire is preferable, mailing the Questionnaire(s) to the address listed below is an acceptable alternative method of transmission.

If mailing, the outside envelope must be marked as follows:

NOTE: SOURCE SELECTION SENSITIVE

Bradley Price Contracts Directorate BLDG 5222 Martin Road Redstone Arsenal, AL 35898-0001 Solicitation HQ0147-13-R-0005

L-7.7 Subcontractor/Teaming Partner Consent Form. Past performance information concerning key subcontractors or subsidiaries cannot be disclosed to a private party without consent.

Because the Offeror is a private party, the Government will need that consent before disclosing key subcontractor and/or subsidiary past performance information to the Offeror during exchanges. In an effort to assist the Past Performance Team in assessing past performance, the Government requires that a Subcontractor/Teaming Partner Consent Form for the Release of Past Performance Information (Section L, Attachment 7) be completed by each key subcontractor and/or subsidiary identified in the proposal. A key subcontractor is defined as one that is a major or critical subcontractor/subsidiary. The completed consent forms should be submitted as part of Volume III Past Performance (not subject to page count limitation).

L-8 VOLUME IV: COST/PRICE (Factor 4)

In accordance with FAR subpart 15.401 “Price” means cost plus any fee or profit applicable to the contract type.

Throughout cost/price volume instructions, the terminology “offeror,” “major subcontractor” and “minor sub-contractor” are used as defined below:

The term “Offeror” in the price volume instructions is defined as and includes the prime offeror and proposed “Major Subcontractors.”

The term “Major Subcontractor” is defined as and includes proposed subcontractors and proposed Inter-company Work Transfers Authorization (IWTA) that contribute 10% or more of the Task Order 0001 cost as proposed by the prime offeror.

The term “Minor Subcontractor” is defined as and includes any subcontractor or inter-company transfer that contributes less than 10% or more of the Task Order 0001 cost as proposed by the prime for the Task Order 0001 effort.

L- 8.1 Compliance

THE OFFEROR BEARS FULL RESPONSIBILITY FOR ANY FAILURE TO PROPERLY

COMPLY WITH THESE PRICING INSTRUCTIONS. ADVERSE IMPACT UPON THE

EVALUATION OF ITS PROPOSAL CAN RESULT FROM INCREASED COST RISK DUE

TO AMBIGUITIES CREATED BY POOR PROPOSAL QUALITY. OFFERORS ARE

ENCOURAGED TO PROVIDE COMMENTS OR ASK QUESTIONS CONCERNING THESE

INSTRUCTIONS DURING THE DRAFT REQUEST FOR PROPOSAL PHASE.

L – 8.2 General Instructions

The offeror must provide hard copies of the price volume in the quantities stated in section L-

3.10. The offeror shall also provide electronic copies of the cost Exhibits using Microsoft Office…