Business_Operations_Section_L_-_Instructions_to_Offerors.pdf

TEAMS Business Operations

Solicitation # HQ0147-15-R-0019

SECTION L: INSTRUCTIONS TO OFFERORS

Section L: Instructions, Conditions, and Notices to Offerors

L-1.0 GENERAL INSTRUCTIONS TO OFFERORS

L-1.1 The proposal instructions in this section are designed to assist offerors in preparing a complete response that reflects a full understanding of the approach proposed to accomplish all contractual requirements. Section M details how proposals will be evaluated.

L-1.2 Offerors are expected to comply with all requirements of the Request for Proposal (RFP).

Throughout this solicitation (with the exception of section L-14.0 and section M-11 ), “Major

Subcontractors” are defined as a subcontractor whose proposed effort provides at least 10% of the proposed total price of the contract and/or a subcontractor that performs a critical function in the performance of the resulting contract, whether it is technical or financial, and/or have important roles in any high or medium risk areas identified in the offeror’s proposal. Team

Members are the entities that make up a joint venture or any other partnership or teaming arrangement that is formed for the purpose of responding to this solicitation. All forms of joint ventures are acceptable for TEAMS. Industry should review FAR9.6, FAR 19, and CFR Sections

121 and 125 and contact their local SBA District Office to determine their joint venture status.

Teaming agreements should be provided with a joint venture’s proposal along with its local SBA

District Office point of contact and the SBA advisory opinion on the proposed joint venture.

L-1.3 The Procuring Contracting Officer (PCO) is the sole point of contact for this acquisition.

Address any questions or concerns you may have to the PCO. Written requests for exchanges of information may be sent to the PCO via email. Email is the preferred method for exchanges of information. The PCO for this acquisition is as follows:

Megan R. Dake

MISSILE DEFENSE AGENCY (MDA)

CONTRACTS DIRECTORATE - MDA/DACM

5222 Martin Road

Redstone Arsenal, AL 35898-0001

(256) 450-3442

Email: megan.dake@mda.mil

L-1.4 Non-Governmental personnel from the contractor identified below will be utilized to manage the Isolated Local Area Network (ISOLAN) during source selection.

LinTech Global, Inc.

31600 W 13 Mile RD STE 122

Farmington Hills, MI 48334-1407

The Cost/Price Volume instructions at L-14.0 utilize the term “Major Subcontractors” to identify the offeror’s team members that comprise 10% or more of the total proposed hours vice 10% of the total cost/price; “Minor

Subcontractors” are those team members that comprise less than 10% of the total proposed hours.

For Official Use Only (FOUO)

Source Selection Information: See FAR 2.101 and 3.104

All contractor personnel have signed non-disclosure agreements. If you object to the disclosure of your submittals to non-Government personnel, you must provide your written objections to the contracting officer within 10 days of RFP issuance. If you object to disclosure of a portion of your proposal, provide your consent for the remainder of the proposal to the contracting officer within the same timeframe.

L-1.5 Notice Regarding Organizational Conflict of Interest (OCI) – Determination to

Participate in This Acquisition (JAN 2015)

a. The acquisition of advisory and assistance services under this solicitation may create actual or potential conflicts of interest for offerors and their prospective subcontractors. In assessing and addressing conflicts of interest, MDA will follow the guidance in FAR Subpart 9.5. Offerors are responsible for ensuring that both they and their proposed subcontractors are not restricted from participating in any acquisition under the TEAMS areas due to an OCI caused by any MDA-funded contract or subcontract; Ballistic Missile Defense System (BMDS)-related contract or subcontract; or other significant, non-BMDS related business relationships with firms doing business with or in support of MDA.

b. MDA has developed an OCI policy with respect to the acquisition of advisory and assistance services (see Attachment 05 to Section J). This solicitation also includes a clause in Section H that establishes restrictions and obligations to prevent and resolve

OCIs.

c. Certain TEAMS contracts present heightened concern to the Government with respect to OCI. These contracts are outlined in the TEAMS OCI Policy Attachment to this

RFP. The offeror shall consider these areas carefully and fully evaluate potential

OCIs. The Government will analyze potential OCIs within these and other areas of concern on a case-by-case basis at the basic contract level. Evaluation will also be done at the task order level on a case-by-case basis.

d. Procedures To Follow Before Submission of Proposals:

1) Offerors should carefully review the respective MDA and TEAMS OCI policies and OCI clause to ensure their proposals and teaming arrangements are consistent with MDA’s TEAMS’ OCI policy. Questions and clarifications regarding the policy should be provided to the contracting officer. The contracting officer will meet with offerors on a one-on-one basis, if requested and as necessary, to discuss individual offeror or team arrangements concerning MDA’s OCI policy.

2) Offerors are encouraged to submit the completed OCI Disclosure Form and supporting documentation before the proposal due dates as PDF documents via electronic mail to TEAMS_OCI@mda.mil This submission will not count against any proposal page limitation. Based on MDA’s review of the submitted documentation, the contracting officer will provide preliminary, written advisory approval to participate in this acquisition. This advisory approval will not be binding on MDA. If the form and supporting documentation are not submitted earlier, they must be included as part of the offeror’s proposal submission.

3) The submission shall also identify all actual or potential conflicts of interest that might occur under the TEAMS areas, and shall specify in adequate detail for the government’s evaluation, the nature of the conflict and the measures the contractor has taken or proposes to take to avoid, mitigate, or neutralize (hereafter referred to as “mitigate”) such conflicts.

e. Procedures to Follow With Proposal Submission:

1) Each offeror must submit, for itself and its subcontractors, an "OCI Disclosure

Form" (dated Jan 2015), Attachment L-05, and applicable supporting documents.

The submission shall identify all of the team's MDA-funded contracts or subcontracts; BMDS-related contracts or subcontracts; and any significant, non-

BMDS related business relationships with firms doing business with or in support of MDA. For each identified contract, the offeror shall disclose the contract number; name, and telephone number of the contracting officer; a description of the work performed or being performed; and such additional information as the contracting officer may request to assist in the identification of actual or potential

OCIs. An offeror which has already submitted the OCI Disclosure Form(s) to the contracting officer and received an OCI advisory letter does not have to re-submit the forms with its proposal. If changes have been made, the offeror must submit the changes with its proposal.

2) An offeror’s failure to provide adequate information to avoid or mitigate an OCI may cause its proposal to be rejected and relieves the government of any further responsibility to resolve OCI issues. See FAR 9.504(e). Notices to offerors of

OCIs and their responses thereto are not negotiations or discussions as those terms are used in FAR 15.306(d).

3) The offeror must submit a Mitigation Plan that addresses all conflicts in adequate detail for the contracting officer to determine whether an OCI exists or has been mitigated. If an offeror determines that an actual or potential OCI does not exist, it shall include a statement to that effect as part of its proposal, and does not need to submit an OCI Mitigation Plan with its proposal. However, to facilitate resolution of OCIs during task order evaluations, offerors are encouraged to submit an OCI Mitigation Plan with their proposals. The OCI Mitigation Plan shall specifically address the OCI disclosures required in this section and explain how the prime is in full compliance with the agency's OCI policy. As part of its

Mitigation Plan, the offeror must identify which contracts or subcontracts it will continue to support and those it intends to terminate or allow to lapse to eliminate any conflicts. The plan shall also address other OCI resolution and mitigation measures to include the divestment of business units. The OCI Mitigation Plan can incorporate mitigation measures included in the OCI Management Plan by reference. The OCI Mitigation Plan will not be evaluated as part of Factor F1 OCI

Management Plan. Rather, the OCI Mitigation Plan will be reviewed as part of the

PCO’s Responsibility Determination prior to award.

f. MDA Engineering Team – Industry (MET-I) (formerly MDA National Team

(MDNT)) Participation: Based on the relevant MET-I confidentiality documents and

FAR Subpart 9.5:

1) MET-I Participants will be restricted from all TEAMS pre-contract award activity, including, but not limited to, marketing activities, IR&D planning in support of TEAMS, bid/no-bid decisions, and proposal preparation activities -including red-team participation.

2) After award of a TEAMS contract, MET-I Participants may work for a TEAMS contract awardee, including direct or indirect involvement with any subsequently competed TEAMS contracts, so long as they are not continuing to also work as a

MET-I Participant. Former MET-I Participants have a continuing duty to protect proprietary information acquired under the MET-I program and to refrain from any non-MET-I use of such information without permission of the owner.

3) The term "MET-I Participant" means those individuals who are assigned by their

MET-I employer to work on the MET-I and, by reason of this assignment, will have access to the Proprietary Information of others or information that could provide its employer an unfair competitive advantage.

g. As part of the Responsibility Determination Process required by FAR 9.104 and

9.105.The contracting officer shall review and determine whether each offeror selected for award has addressed and resolved all OCIs in its OCI Management and

OCI Mitigation Plans, before making an award. If an OCI is not adequately addressed or mitigated, the contracting officer reserves the right to notify the contractor, as is, and allow the contractor a reasonable opportunity to respond before making an award decision. The contracting officer reserves the right to reject offers from contractors which do not adequately resolve all OCIs or are inconsistent with the agency’s OCI policy. The contracting officer also reserves the right to obtain an

OCI waiver and make an award when in the best interests of the United States.

L-2.0 SOURCE SELECTION METHODOLOGY

L-2.1 Competitive, Best Value Source Selection

The Government intends to award a single small business set-aside, cost plus fixed fee, completion-type contract resulting from this solicitation. The contract will have a base period of three (3) years with two (2) one-year options. The contract will consist of CPFF and CPIF

CLINS.

L-2.2 Offeror’s Best Terms

The Government may award without discussions however reserves the right to enter into discussions. Therefore, the offeror’s initial proposal shall contain the offeror’s best terms for

OCI Management, Cybersecurity Risk Management, Security, Small Business, and Past

Performance, Technical, Management, Cost and Price. If the Government contemplates award without discussions, the offerors may be given the opportunity IAW FAR 15.306 to clarify certain aspects of their proposals (e.g., the relevance of an offeror’s past performance information and adverse past performance information to which the offeror has not previously had an opportunity to respond) or to resolve minor or clerical errors.

L-2.3 Competitive Range

If discussions are to be conducted, the PCO will establish a competitive range (as set forth in

FAR 15.306(c)) based on the ratings of each proposal against all evaluation criteria. If the PCO determines that an offeror’s proposal should not be included in the competitive range, the proposal will be eliminated from consideration for award and written notice of the decision will be provided to the unsuccessful offeror in accordance with FAR subpart 15.503.

If the PCO determines that the number of proposals that would otherwise be in the competitive range exceeds the number at which an efficient competition can be conducted, the PCO may limit the number of proposals in the competitive range to the greatest number that will permit an efficient competition among the most highly rated proposals.

L-2.4 Final Proposal Revisions

If discussions are deemed necessary with offeror(s), upon completion of those discussions, the

PCO will request that the offeror provide a Final Proposal Revision (FPR). Revisions to any volume(s) shall be submitted by providing two hard copies, one “clean” copy, and one with

“track changes”. Matching DVD-R copies shall also be submitted.

The offeror is advised that any changes to the proposal in the FPR shall be fully addressed and/or explained and reflected in the proposed price. Failure to comply with this requirement can adversely influence the evaluation of the proposal. The PCO will establish a common due date and time for submission of the FPR.

When final proposal revisions are requested, any revisions or non-compliance with contract terms and conditions submitted in the final proposal revision may not be subject to further discussion or negotiation and may render the offer unacceptable to the Government. This provision is not intended to restrict the offeror’s opportunity to revise figures, e.g., prices, discounts, or percentage rates. Rather, it is intended to preclude any misunderstandings by the

Government that could result if new or revised terms and conditions submitted in the final proposal revision have not been fully disclosed, discussed, and understood during discussions or negotiations. Hence, such new or revised terms and conditions are not solicited and, if submitted in the final proposal revision, may render the offer unacceptable to the Government.

L-2.5 Pre/Post Award Debriefing

Pre/Post award debriefings will be conducted IAW FAR 15.505 and 15.506, respectively.

L-2.6 Errors/Omissions

If an offeror believes that the requirements in these instructions contain an error, omission, ambiguities, or are otherwise unsound, the offeror shall immediately notify the PCO in writing with supporting rationale no later than five (5) business days after release of this solicitation.

L-2.7 Mistakes

Mistakes in an offeror’s proposal discovered after award shall be handled IAW FAR 14.407-4 as referenced in FAR 15.508.

L-2.8 Evaluation Notices (ENs)

The Government may need to conduct written exchanges with Offerors which will be in the form of an Evaluation Notice (EN). Page format and limitations will be placed on responses to

Evaluation Notices (EN) in the event they are issued. The specified page limits for EN responses will be identified in the discretion of the contracting officer. The EN will request an e-mail or a hardcopy response. If a hardcopy response is requested, the EN responses shall be submitted on a light colored paper to distinguish between the original and clarifications. Specific paper color requirement will be identified in the EN instruction(s).

L-2.9 Request for Proposal (RFP) Revisions/Amendments

The Government reserves the right to revise or amend any portion of this solicitation. Such revisions or amendments will be available on the FedBizOpps website at https://www.fbo.gov/ using Standard Form (SF) 33. Potential offerors are encouraged to subscribe for real-time e-mail notifications when information has been posted to FedBizOpps. If such amendments require material changes, the proposal due date may be extended at the discretion of the PCO and by enough days to enable an offeror to revise its proposal. In such cases, the amendment will include an announcement of the new proposal due date and time. The offeror shall provide acknowledgement in Block 14 of the SF 33 of any solicitation amendments issued by the

Government.

L-2.10 Bidders’ Documents Library

The Bidders’ Documents are representative products and reference documents provided to assist in development of offerors’ proposals. Requests for the Bidders’ Documents CD may be submitted to TEAMS_Bizops@mda.mil. The request must include the following information:

Company Name:

Company/Division Address:

CAGE Code:

https://www.fbo.gov/

DUNS Number:

Defense Security Service (DSS) Industrial Security Representative:

Company Point of Contact for Delivery: (name and phone number)

Mailing Address for CD (if different than Company/Division Address):

The Government will verify the company information identified above in the System for Award

Management website (www.sam.gov). Firms without a CAGE Code and DUNS number will not be provided a CD.

The Government, while trying to ensure document applicability and currency, does not warrant the accuracy or compliance of the information contained in the Bidders’ Documents available on compact disk (CD). All documents are subject to revision and changes without further notice.

All CDs will be unclassified/For Official Use Only (FOUO) and are limited to one per company/CAGE Code. Included in the Bidders’ Documents CD is a table identifying annual historical hours by stakeholder for the Safety requirement; this table is also provided as

Attachment L-09. This information was compiled based on historical contract performance for work similar in scope to that contained in this Request for Proposal. Bidders are cautioned that this information is historical in nature and should not be used as the sole basis for proposing the effort required to accomplish the requirements of this solicitation.

L-2.11 Contracting Officer’s Responsibility Determination

Prior to awarding a contract, the contracting officer must perform a responsibility determination for the selected contractor. The standards of contractor responsibility and the requirement for the

Contracting Officer to make and make and document a responsibility determination are set forth in FAR 9.104 and 9.105. To be determined responsible, a prospective contractor must:

Have adequate financial resources to perform the contract, or the ability to obtain them.

Be able to comply with the required or proposed delivery or performance schedule, taking into consideration all existing commercial and governmental business commitments.

Have a satisfactory performance record. A prospective contractor shall not be determined responsible or non-responsible solely on the basis of a lack of relevant performance history, except as provided in FAR 9.104-2.

Have a satisfactory record of integrity and business ethics.

Have necessary organization, experience, accounting and operational controls, and technical skills, or the ability to obtain them (including, as appropriate, such elements as production control procedures, property control systems, quality assurance measures, and safety programs applicable to materials to be produced or services to be performed by the prospective contractor and subcontractors). The adequacy of the contractor’s OCI Mitigation Plan will be one of the considerations in this area.

Have the necessary production, construction, and technical equipment and facilities, or the ability to obtain them.

Be otherwise qualified and eligible to receive an award under applicable laws and regulations.

L-3.0 PROPOSAL CONTENT

L-3.1 Completeness

Offerors are required to meet all solicitation requirements, such as terms and conditions, representations and certifications, and technical requirements, in addition to those identified as factors or subfactors to be eligible for award. By submission of its offer, the offeror consents and agrees to all solicitation requirements and identified constraints. Non-conformance with the instructions provided may result in an unfavorable proposal evaluation, or rejection of an offeror’s proposal, rendering it ineligible for award.

L-3.2 The proposal shall be clear, concise, and shall include sufficient detail for effective evaluation by the Government and for substantiating the validity of stated claims. The proposal shall not simply rephrase or restate the Government's requirements, but rather shall provide convincing rationale to address how the offeror intends to meet the areas to be evaluated. Offerors shall assume that the Government has no prior knowledge of their experience and will base its evaluation on the information presented in the offeror's proposal.

The offeror’s proposal shall demonstrate that the offeror possesses the technical expertise, management experience, and successful record of past performance to perform all requirements of the PWS. Offerors are permitted to submit a maximum of two proposals. Each proposal shall be separate, discretely priced, and fully compliant with all stated terms, conditions, and performance requirements set forth in this solicitation. Page limits and all other proposal preparation instructions in this RFP apply to each separate proposal. The submission of more than one proposal is simply an opportunity to propose differing technical and/or management solutions to accomplish the PWS requirements. However, these are not considered Alternate

Proposals. Alternate proposals – defined herein as proposals that deviate in any way from the solicitation terms and conditions and/or the stated performance requirement – will not be considered.

Contingent proposals are not allowed, nor will they be accepted, considered or evaluated by the

Government. Contingent proposals are defined herein as proposals that include terms or conditions that imply that performance is contingent upon any sort of provisioning from the

Government that is not set forth in the RFP.

The Offeror’s proposal shall include all of the information requested and shall comply fully with these Section L instructions. Failure to do so may cause the offerors proposal to be eliminated from consideration for award. Offerors are reminded to properly mark their proposal documents which contain proprietary or restricted information.

L-3.3 Offerors are advised that the Government may incorporate into the final contract enhancing features included in the offeror’s proposal deemed beneficial to the Government.

With the exception of the Cost and Price Volume, no cost or pricing information should appear in any other volume. The Government advises offerors that taking exception to or deviating from any term or condition of the RFP may make an offer unacceptable and the offeror ineligible for award.

L-3.4 All offeror’s proposal(s) shall be valid at least 180 days after the RFP closing date. The offeror shall make a clear statement in the Executive Summary that the proposal is valid until the applicable date as referenced above and in the RFP. NOTE: IF THE PROPOSAL IS NOT

RECEIVED BY THE DUE DATE/TIME SPECIFIED, THE OFFEROR’S PROPOSAL IS

CONSIDERED LATE IN ACCORDANCE WITH FAR 52.215-1.

L-4.0 PROPOSAL ORGANIZATION

L-4.1 In presenting material in the proposal, the offeror is advised that quality of information is more important than quantity. Clarity, brevity, and logical organization should be emphasized during proposal preparation. It is the responsibility of the offeror to present enough information to allow the various technical and management approaches, as well as price, to be meaningfully evaluated without discussions. The offeror must include any data necessary to illustrate the adequacy of the various assumptions, approaches, and solutions to problems. Unnecessarily elaborate brochures or other presentation materials beyond that sufficient to present a complete and effective proposal is neither necessary nor desired.

L-4.2 The offeror shall prepare the proposal as set forth in the Proposal Organization Table L-1 below. The titles and contents of the volumes shall be as defined in this table, all of which shall be within the required page limits and with the number of copies as specified in Table L-1. The volumes identified in the table should be separately bound in three-ring, loose-leaf binders, as necessary; Volumes II, III, IV, and V may be combined (but separately tabbed) in a single binder for convenience. The contents of each proposal volume are described in the Proposal

Organization paragraphs as noted in the table below.

L-4.3 Each proposal volume shall be unclassified. Each volume shall be written in Standard

English and be complete in and of itself.

The offeror shall provide a Proposal Cross Reference Matrix as set forth in Table L-2. This proposal matrix is only a tool to assist in the proposal evaluation process.

L-4.4 Table L-1 shall serve as the offeror’s guide for proposal organization and content by volume.

TABLE L-1: Proposal Organization and Content

Volume Title

# of

Hard

Copies

# of

Electronic

Copies *

Max # of

Pages **

Due

Date/Time

Volume I – Executive Summary Original Plus 3

Tab 1: Master Table of Contents No Limit

Tab 2: Proposal Cross Reference Matrix No Limit

Tab 3: Executive Summary Content 10

Volume II – OCI Management Plan Original Plus 1

2 No Limit

Volume III – Cybersecurity/Risk Management Plan

2 5

Volume IV – Security Plan

Volume V – Small Business

Volume VI – Past Performance plus 3

Tab 1: List of subs and Joint Ventures (JVs) No Limit

Tab 2: Organizational Structure Change History 10

Tab 3: Past Performance Information (PPI) 50

Tab 4: Past Performance Questionnaire No Limit

Tab 5: L-3 Consent Letter No Limit

Tab 6: L-4 Client Authorization Letter No Limit

Volume VII – Contract Documentation

Plus 1

Tab 1: Model Contract

Tab 2: Solicitation Exceptions Matrix

Tab 3: Ground Rules and Assumptions

Volume VIII - Technical

Plus 3

Tab 1: Technical Expertise/Approach 75

Tab 2: Technical Staffing Approaching 25

Volume Title

# of

Hard

Copies

# of

Electronic

Copies *

Max # of

Pages **

Due

Date/Time

Tab 3: Resumes 3 per person

Volume IX - Management

Plus 3

Tab 1: Recruitment and Retention 15

Tab 2: Contract Management Approach 20

Tab 3: Transition Plan 10

Volume X – Cost and Price***

* 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

*** Cost and Price

L-4.5 Page size shall be 8.5 x 11 inches, not including foldouts. Except for the reproduced sections of the solicitation document and any non-narrative sections (e.g. tables, graphs, charts, figures, etc.), the text size shall be no less than Microsoft Word Times New Roman 12 point font, single-spaced. Use at least 1-inch margins on the top and bottom and 1-inch side margins.

Pages shall be numbered sequentially by volume. In the event the offeror creates an ambiguity, the Government may exercise its own discretion in counting pages. Special considerations will not be given for colors, pictures or unnecessary graphics. Other than the electronic media solicited, audio and video recordings, or any other electronic media (i.e., CD & tape) will not be accepted.

L-4.6 The Government may need to conduct exchanges with offerors which will be in the form of an Evaluation Notice (EN). The PCO has the authority to release ENs and provide any clarifications to industry after the legal advisor and SSEB Chairperson have reviewed the ENs or clarification content. Page format and specified page limits for EN responses will be identified in the letters forwarding the ENs to the offerors. ENs may be sent electronically (i.e., via email) at the discretion of the Government. The EN will request an email or a hardcopy response, and offerors must submit their responses by the time and date specified in the letter. If a hard copy is requested, the EN response shall not be submitted on standard white bond paper. If a hard copy response is requested, the EN responses shall be submitted on a light colored paper to distinguish between the original and clarifications.

L-4.7 Foldout pages may only be used for large tables, charts, graphs, diagrams and schematics.

Foldout pages may not be used for pages of text. Legible tables, charts, graphs, diagrams, schematics and figures shall be used wherever practical to depict organizations, systems and layout, implementation schedules, plans, etc. These displays shall be uncomplicated, legible and shall not exceed 11 x 17 inches in size. Each printed side of a foldout will count as two pages.

For tables, charts, graphs and figures, the font shall be no smaller than 10 point. All information

(except documentation numbers, classification markings, and page numbers) shall be contained within an image area of 9 x 15 inches. Foldout pages shall fold so that the Government can read and evaluate them without removal from proposal binder. Foldout pages shall fold entirely within the volume.

L-4.8 Each volume shall contain a glossary of all abbreviations and acronyms used for the entire proposal, with an explanation for each. Glossaries do not count against the page limitations for their respective volumes.

L-4.9 Each volume shall contain detailed table of contents to delineate the subparagraphs within that volume. A Master Table of Contents, contained in Volume I, shall contain a consolidation of the individual Table of Contents for all Volumes (I through X). See L-5.2.

L-4.10 Tab indexing shall be used to identify sections within each Volume. The offeror shall index the sections identified in the Volume Organization outlined in each Volume. Tabs do not count against the page limitations for their respective Volumes.

L-4.11 Tables and figures can be used to illustrate quantitative or qualitative data. Tables and figures are not required. If provided, each volume shall contain a list of all tables and figures within that volume. The List of Tables and Figures will not count against the page limitations for their respective volumes.

L-4.12 Each volume shall be written on a stand-alone basis so that its contents may be evaluated without cross-referencing to other volumes of the proposal. Each response to each subfactor shall be self-contained.

L-4.13 All copies (original unbound, hard copy and electronic copy) of an offeror’s proposal must be submitted together in accordance with the scheduled submission date for the particular volumes. All Prime and team member information must be incorporated into one coherent submittal. Be sure to identify appropriate markings such as the legend at FAR 52.215-1(e), Restriction on disclosure and use of data.

L-4.14 One hardcopy of each volume shall be clearly identified as “original”. The “original” shall be formatted as follows:

1. Clearly marked as “Original”

2. Unbound

3. Printed head-to-foot so that each page can be read when placed in a standard 2-hole file folder (Note: two-sided pages should be printed in order to flip pages up)

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

L-4.15 Each hard copy volume of the proposal, with the exception of the original, should be separately bound in a three-ring loose-leaf binder, which shall permit the volume to lie flat when open. Staples shall not be used. A cover sheet should be bound in each book, clearly marked with volume number, copy number, offeror’s name, solicitation title, and solicitation number.

L-4.16 A label should be placed in the spine of each binder clearly identifying the solicitation number, volume number and name, copy number, and offeror’s name.

L-4.17 Complete electronic volumes shall be submitted in Microsoft Office 2007 or compatible format. Offerors are permitted to submit documents such as signed letters (i.e., OCI, Consent and Client Authorization Letters), ORCA and embedded graphics (if applicable) in .pdf format, with the exception of pricing. Pricing spreadsheets should be submitted using MS Excel 2007 or compatible. If files contain links, the links must be intact and maintained through all revisions.

Electronic copies will not be password protected. All electronic copies shall be submitted on

DVD-R in a protective sleeve. The DVD-R and protective sleeve shall be clearly marked as to volume number, offeror’s name, solicitation title, and solicitation number. Electronic file directory titles and organization shall reflect the titles and organization of these instructions.

Each directory shall contain a Microsoft Word file with the Master Table of Contents for that directory. Offerors shall ensure electronic copies on DVD-R are virus free.

L-4.18 The MS Office copies of the proposal shall be an exact duplicate of the “original” paper proposal. The DVD-R’s will also be used for proposal evaluation. The Government will not perform a word-by-word check of the “original” vs. the .doc and .xls versions. If discrepancies are identified between the electronic proposal and the “original” paper proposal, the paper proposal shall prevail.

L-4.19 Sound or video files shall not be embedded into the proposal files.

L-4.20 All proposals shall be submitted to the following address by XX XX PM on XX Apr

2015:

MISSILE DEFENSE AGENCY (MDA)

ATTN: Megan R. Dake

MDA Source Selection Facility

5222 Martin Road

Redstone Arsenal, AL 35898-0001

L-5.0 VOLUME I: EXECUTIVE SUMMARY

The Executive Summary volume shall include company information, a summary of the offeror’s proposal, and proposal matrix. This portion may be utilized by the evaluation team to support its evaluation of each factor. However, any summary material presented here shall not be considered as meeting the solicitation requirements for any portions of other volumes of the proposal.

L-5.1 Company Information: The offeror shall provide the Company/Division Address, Identifying Codes, and Applicable Designations, company/division's street address, county and facility code, CAGE code, DUNS code, size of business (large or small), and labor surplus area designation. The offeror shall also provide the mailing address, telephone and fax numbers and facility codes for the cognizant Contract Administration Office, DCAA, and Government Paying

Office including the name, telephone and fax number for the Administrative Contracting Officer

(ACO). The offeror shall provide a single point of contact and one alternate for all matters dealing with their proposal including name, position title, address, phone, fax number and email address.

L-5.2 The offeror shall include a master table of contents of the entire proposal (include in

Executive Summary only). See L-4.9.

L-5.3 Proposal Cross Reference Matrix: The offeror shall provide a matrix using the format below (Table L-2) to cross reference their proposal to, at a minimum, the PWS and Sections L and M. The offeror’s proposal paragraph number and format shall mirror Sections L and M paragraph numbering to the maximum extent practicable. The offeror may populate and include additional columns as it sees fit to accommodate a more efficient evaluation. This is only a tool to assist in the proposal process and is provided for informational purposes only. The contractor is ultimately responsible for ensuring all areas are fully addressed and all requested information is completed and turned in appropriately IAW Section L of the RFP.

TABLE L-2: Proposal Cross Reference Matrix Format PWS Paragraph Section L Section M PWS

Paragraph

Offeror’s Proposal Paragraph

Reference

XX.X L-XX.X M-XX.X XX.X XX.X

L-6.0 VOLUME II: ORGANIZATIONAL CONFLICT OF INTEREST (OCI)

MANAGEMENT PLAN

The offeror shall submit an OCI Management Plan that addresses internal processes and procedures for identifying, evaluating and resolving actual or potential OCI and Personal

Conflicts of Interest (PCI). The offeror shall include a list of all team members and any teaming agreements that have been executed. Offerors shall describe their OCI training and oversight programs, and the offeror’s procedures for complying with MDA’s OCI policy and OCI clause at

H-09.

To the extent that the plan relies upon OCI disclosures made pursuant to Section L prior to issuance of the RFP, the offeror’s plan may incorporate these disclosures and its pre-RFP submittals to the PCO into its plan. The plan shall also address firewalls, separate corporate divisions, separate reporting chains and similar measures to ensure proprietary and nonpublic information is properly used and safeguarded consistent with H-09.

L-7.0 VOLUME III: CYBERSECURITY RISK MANAGEMENT PLAN

The offeror shall submit a plan detailing its approach to Cybersecurity Risk Management.

Offerors may submit a draft Cybersecurity Risk Management Plan prior to RFP release. The

Cybersecurity Risk Management Team will review the draft plan and the PCO will provide non-binding feedback to the offeror with respect to the adequacy of its plan. To the extent that the plan relies upon the disclosures made pursuant to Section L prior to issuance of the RFP, the offeror’s plan may incorporate these disclosures and its pre-RFP submittals to the PCO into its cybersecurity plan.

The offeror shall describe the procedures used to safeguard and protect Controlled Unclassified

Information (CUI) provided by or generated for the Government (other than public information) that transits or resides on contractor-owned information technology systems from unauthorized access, disclosure, incident or compromise. As a part of describing these procedures, the offeror shall describe the methods used by all contractors and subcontractors to satisfy the NIST 800-53

Cybersecurity controls identified in DFARS Clause 252.204-7012 and the procedures that will be put into place to track and report Cybersecurity incidents at contractor facilities. The Plan shall include reference architecture drawings for the network(s) containing MDA-owned data.

L-8.0 VOLUME IV: SECURITY PLAN

The offeror shall describe its procedures for obtaining appropriate company and personnel security clearances and safeguarding classified materials and controlled unclassified information

(to include handling, storage, and transmission) in accordance with the requirements for the

DD254. The offeror shall define its process for obtaining security clearances at time of contract award and throughout contract performance, including short notice change orders.

L-9.0 VOLUME V: SMALL BUSINESS

Each offeror shall provide a Small Business Compliance Plan, to be incorporated into the resultant contract that describes how it plans to comply with FAR 52.219-14(c)(1), Limitations on Subcontracting.* The plan shall include the information in the table below and a description of how the contractor plans to track their compliance with Limitations on Subcontracting.

The Small Business Compliance Plan must be determined to be “Acceptable” by the PCO in order for the offeror to be eligible for contract award.

The following table shall be used to calculate the Prime’s percentage of the work to be performed at the base period and each option period:

TABLE L-3: SMALL BUSINESS COMPLIANCE PLAN

Base Period Proposed

Total Base Period Labor Cost ( loaded) $

Total Base Period Labor Cost Performed by the SB Prime ( loaded) $

Total Base Period Labor Cost Subcontracted (loaded) $

Percentage of Total Labor Cost Performed by the SB Prime %

Option I Proposed

Total Option I Labor Cost(loaded) $

Total Option I Labor Cost Performed by the SB Prime (loaded) $

Total Option I Labor Cost Subcontracted (loaded) $

Percentage of Total Labor Cost Performed by the SB Prime %

Option II Proposed

Total Option II Labor Cost(loaded) $

Total Option II Labor Cost Performed by the SB Prime (loaded) $

Total Option II Labor Cost Subcontracted (loaded) $

Percentage of Total Labor Cost Performed by the SB Prime %

*SBA approved 8(a) Joint Venture Limitation on Subcontracting Standards is 40%

L-10.0 VOLUME VI – PAST PERFORMANCE

L-10.1 The offeror shall submit a complete list of all subcontractors and joint ventures with this volume. Past Performance Information (PPI) (Attachment L-01) should be submitted only for the major subcontractors expected to perform aspects of the effort the offeror considers critical to the overall successful performance. As stated in L-1.2, “Major Subcontractor” is defined as a subcontractor whose proposed effort provides at least 10% of the proposed total price of the contract and/or a subcontractor that performs a critical function in the performance of the resulting contract, whether it is technical or financial, and/or have important roles in any high or medium risk areas identified in the offeror’s proposal. Team Members are the entities that make up a joint venture or any other partnership or teaming arrangement that is formed for the purpose of responding to this solicitation. PPI can reflect experience at either the Prime contractor or subcontractor level. Offerors must demonstrate how the offeror’s and subcontractors’ past performance meets the relevancy definition in Section M. This information is to assist the evaluators in determining relevancy of past performance submitted for the evaluation by confirming the roles of the team members compared to the scope of the contract(s) submitted for evaluation.

L-10.2 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.

Offerors shall include a “roadmap” describing all changes in the organization of the offeror and any teaming partners. As part of this explanation, show how these changes impact the relevance of any efforts identified for past performance evaluation/performance assessment. The

"roadmap" should be both specifically applicable to the efforts identified and general enough to apply to efforts on which the Government receives information from other sources. This information will facilitate relevancy determination for contracts submitted for past performance.

The organizational change roadmap is limited to a period of 3 years.

L-10.3 Past Performance Information (PPI), Attachment (L-01): A maximum of ten PPIs may be submitted for the entire team. The team consists of the Prime offeror, its proposed subcontractors and/or joint ventures. For those offerors that have prime contract experience, at least one of the maximum ten PPIs must reflect that past performance as a prime.

L-10.4 Past Performance Questionnaire (PPQ) (Attachment L-02): The offeror is responsible for sending Attachment L-02 to respondents of their choice who will subsequently submit information to the Government not later than 14 days prior to proposal due date. The offeror shall provide a list of the proposed respondents with two points of contact, current e-mail address and phone numbers in their Past Performance Volume. The Government reserves the right to contact these sources if they do not submit responses by the RFP closing date and consider them in making a past performance assessment. The Government would expect the PPQs would correspond to the contracts and/or task orders for which PPIs were submitted.

L-10.5 Even though the evaluation of acceptability of Past Performance is separate and distinct from Determination of Responsibility required by FAR Subpart 9.1, past performance information contained herein may be used to support the Determination of Responsibility for the successful offeror. Information provided on the Past Performance Questionnaires assists the evaluation team in determining the acceptability for past performance.

L-10.6 Consent Letters (Attachment L-03): Past performance information concerning subcontractors will not be disclosed to a private party without the subcontractor's consent.

Because a Prime offeror is a private party, the Government will need that consent before disclosing subcontractor past performance information to the prime during exchanges. The offeror shall provide a consent letter for each proposed subcontractor using the format provided at Attachment L-03, Consent Letter. This letter allows the release of adverse past performance information on a subcontractor to the offeror so the offeror can respond to such information. The offeror shall provide original consent letters for each subcontractor and/or joint venture partner.

Once the consent letter is received the Government will discuss past performance only with the offeror under review. If the offeror fails to submit consent letters with the proposal, the

Government will not be able to discuss adverse subcontractor past performance information with the prime and will deem the failure to submit subcontractor consent letters to be a waiver of any

Government obligation to disclose or discuss adverse subcontractor past performance information.

L-10.7 Client Authorization Letters (Attachment L-04): Each offeror, subcontractor, and/or joint venture shall execute a Client Authorization Letter for commercial customers authorizing release to the Government of requested information on their respective performance using the format provided at Attachment L-04, Client Authorization Letter. The offeror shall provide original client authorization letters for the offeror and each subcontractor and/or joint venture. If the client authorization letter is not submitted with the proposal on time, the Government will not contact the specified client and will deem the failure to submit the authorization letter to constitute a waiver of any Government obligation to obtain or consider any past performance information that the client may have been able to provide during the evaluation process.

L-11.0 VOLUME VII: CONTRACT DOCUMENTATION

L-11.1 Tab 1 – Model Contract (SF33)

The offeror shall provide a complete copy of this RFP (including Sections L and M, less other attachments, with any amendments) with the original signature of an official authorized to contractually bind the offeror in Block 17 of the SF 33. The offeror must complete the following sections within the RFP:

Section A (SF 33, Blocks 13 through 18)

Section B

Offerors will populate the estimated cost and fixed fee values for CPFF

CLINs. For CPIF CLINs, the offeror will utilize the Section J Incentive Plan

Excel Spreadsheet Attachment to calculate and populate Section B CPIF

CLIN values for Target Cost, Target Fee, Minimum and Maximum Fee, Performance Delivery Fee, and Performance Quality Fee

Section K, Representations, Certifications and other Statements of Offeror

Offerors will complete representations, certifications, acknowledgments and statements via the System for Award Management at https://www.sam.gov. A hardcopy shall be included in the Contract Documentation volume. Any additional Section K information shall also be included in this section.

Section J, Incentive Plan Excel Spreadsheet Attachment

Offerors will populate the Excel Incentive Fee Calculator where prompted;

values derived from this spreadsheet shall be reflected in the Section B CPIF

CLINs

L-11.2 Tab 2 –Solicitation Exceptions Matrix

The offeror is required to meet all solicitation requirements, such as terms and conditions, representations and certifications, and technical requirements. The offeror must clearly identify any exceptions to the solicitation terms and conditions and provide complete accompanying rationale. Each exception shall refer to a paragraph and/or specific part of the solicitation to which the exception is taken. Provide rationale in support of the exception and fully explain its impact, if any, on the performance, schedule, cost, and specific requirements of the solicitation to document any exceptions to, or deviations from, any of the clauses or special contract requirements along with justification.

L-11.3 Tab 3 – Ground Rules and Assumptions

The offeror must clearly identify any ground rules and assumptions made in preparing the proposal.

L-12.0 VOLUME VIII: TECHNICAL

The offeror’s technical volume will consist of the following subfactor sections.

Subfactor T1: Technical Expertise / Approach

Subfactor T2: Technical Staffing Approach

The Technical Approach factor will be addressed in Volume VIII. This should address the offeror’s proposed approach to meeting the requirements of each factor and subfactor, as well as risk mitigation in the offeror’s proposed approach in terms of technical capability, cost trade-offs and/or schedule.

L-12.1 Subfactor T1: Technical Expertise/Approach

The offeror shall describe the proposed approach to identifying and applying contractor team capabilities in satisfying all PWS requirements.

The offeror shall clearly state and provide credible evidence of their capabilities and approach, including a risk evaluation, to execute all PWS requirements. The offeror shall provide a written narrative demonstrating their knowledge, comprehension, and experience with the PWS requirements. In particular, the offeror’s proposed approach should place emphasis on the following:

Strategic Planning, Manpower, and Financial Management o Capability to perform strategic planning, Business Case Analysis, POM, and budget formulation (i.e. Congressional justification materials) under Government direction with federal funds execution in multiple appropriations.

Cost Estimating and Analysis o Experience preparing and analyzing cost estimates and models varying in complexity with techniques common to the field. Capability to perform planning studies (i.e.