HT0011-11-R-0003-Amendment 0005 Final

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION A - SOLICITATION/CONTRACT FORM

The required response date/time has changed from 29-Nov-2011 02:00 PM to 06-Dec-2011 02:00 PM.

SECTION F - DELIVERIES OR PERFORMANCE

The following Delivery Schedule item for CLINS 0001 - 0003 has been changed:

From:

POP 15-DEC-2011 TO

14-DEC-2016

FOB: Destination

To:

POP 07-FEB-2012 TO

06-FEB-2017

FOB: Destination

The following have been modified (changes shown in bold italics):

DELIVERIES OR PERFORMANCE

F-1 Term of Contract

(a) The term of the contract commences on the effective date of the contract and continues through five (5) years thereafter, as set forth in CLINS 0001-0003.

(end of clause)

F-2 Reports and Other Deliverables

(a) Delivery of all reports and other deliverables shall be made to the addressee specified in F-3 entitled “Report Distribution” in accordance with the following:

Item No.

Description

Due Date (on or before) As specified in the individual task orders

(end of clause)

F-3 Report Distribution

To Be Determined Upon Award

(end of clause)

F-4 Notice Regarding Late Delivery

(a) In the event the Contractor anticipates difficulty in complying with the contract and / or task order delivery schedule, the Contractor shall immediately notify the Contracting Officer in writing, giving pertinent details, including the date by which it expects to make delivery; PROVIDED, however, that this date shall be informational only in character and the receipt thereof shall not be construed as a waiver by the Government of any contract delivery schedule, or any rights or remedies provided by law or under this contract.

(end of clause)

F-5 Place of Performance The Contractor shall perform all activity at the Contractor facility in Hawaii. Any work not performed in Hawaii will need prior Government consent. The task order request for proposals will identify if a percentage of the work will not be performed in Hawaii. The Contractor will use the Pacific JITC Integrated Test and Evaluation Center (ITEC) located in Kihei, HI as a primary software development platform host and testing for the applications.

Contractors shall provide for their own space. All of the work will need to be completed in Hawaii. Any work not performed in Hawaii shall be submitted in writing for approval by the Contracting Officer’s Representative (COR) and Contracting Officer (CO). There is a physical response requirement for ad hoc meetings that are called at the Pacific JITC ITEC lab in Kihei, Maui, Hawaii. Contractors must have an office with key personnel located within 300 miles of the Pacific JITC ITEC lab in Kihei, Maui, Hawaii. The Contractor will have access to the virtual resources of the ITEC to host IT solutions that are being researched and interagency applications in support of interoperability testing and manage de-identified data to support testing. The ITEC has limited physical space and can only host Contractor personnel on a very limited basis to perform certain tasks.

(end of clause)

SECTION H - SPECIAL CONTRACT REQUIREMENTS

The following have been modified (changes shown in bold italics):

LOCAL CLAUSES

H-1

Classified Work

Tasks can range from Unclassified to SECRET. A DD Form 254 will be issued by the Government at the individual task order level is deemed classified. For classified tasks, the requirements, restrictions and other safeguards prescribed by the National Industrial Security Program Operating Manual (NISPOM), DoD 5220.22-M and supplements apply. The provisions of DoDI 8510.01, Department of Defense Information Assurance Certification and Accreditation Process (DIACAP) apply. Contractor employees shall be authorized Common Access Cards (CAC) for identification and implementation of PKI access controls to Government controlled networks. Security requirements are defined by the DoD Contract Security Classification Specification, DD Form 254. Security clearance requirements for Contractor personnel, up to and including SECRET will be specified in individual task orders.

(end of clause)

H-2

Control of Purchases

The Contractor shall ensure that all supplies and services which they purchase from suppliers conform to contract requirements. The Contractor shall require that their Subcontractors control the quality of their services and supplies.

(end of clause)

H-3

Government Furnished Property / Equipment (GFP/GFE)

For all Government Furnished Property and Government Furnished Equipment received under this contract and task orders, the Contractor shall conduct all necessary examinations, inspections, maintenance, and tests. The Contractor shall be responsible for maintaining an inventory and safeguarding all GFP and GFE. The Contractor shall also report all inspection results, maintenance actions, losses, and damage to the Government. In the event of loss or damage, the Contractor shall submit in writing a detailed account of the event to include the item(s) and suggested remedies to the COR and the CO no later than five (5) calendar days after the event.

(end of clause)

H-4

Other Direct Costs (ODC)

ODCs will be defined at the individual task order level. ODCs shall be billed on a cost reimbursable basis against the Cost CLIN. Costs are defined as the purchase price of materials or service plus general and administrative charges (G&A) or material and handling charges (M&H). All ODCs shall be fully supported in compliance with all competition requirements of the FAR PART 19. All ODCs shall be reported as stated in the Monthly Progress Report.

(end of clause)

H-5

Travel Travel will be defined at the individual task order level. Arrangements for and costs of all travel, transportation, meals, lodging, and incidentals are the responsibility of the Contractor. Travel costs shall be incurred and billed in accordance with FAR Part 31. Costs for these expenses will be reviewed, certified and approved by the COR. All travel and transportation shall utilize commercial sources and carriers. The Government will not pay for business class or first-class travel. Allowable and unallowable travel expenses are defined in FAR PART 31.205-46 and the Joint Travel Regulation.

(end of clause)

H-6

Dissemination of Information

There shall be no dissemination or publication, except within and between the Contractor and any Subcontractors or specified Integrated Product/Process Team (IPT) members who have a need to know, of information developed under this order or contained in the reports to be furnished pursuant to this order without prior written approval of the COR and the CO. TMA approval for publication will require provisions which protect the intellectual property and patent rights of both the Government and the Contractor.

(end of clause) H-7

Key Personnel

(a) The Contractor shall notify the Contracting Officer prior to making any change in key personnel. Key personnel are defined as individuals who contribute to the management and scientific development or execution of a project in a substantive, measurable way.

Key Personnel to be determined upon award of the contract and additional Key Personnel will be determined at the individual task order level.

(b) The Contractor must demonstrate that the qualifications of the prospective personnel are equal to or better than the qualifications of the personnel being replaced. Notwithstanding any of the foregoing provisions, key personnel shall be furnished unless the Contractor has demonstrated to the satisfaction of the COR that the qualifications of the proposed substitute personnel are equal to or better than the qualifications of the personnel being replaced. Substitutions of quoted Key Personnel shall not be allowed for a period of six (6) months after award, except under extreme circumstances.

(c) For temporary and/or permanent replacement of Key Personnel, the Contractor shall provide a resume for each individual to the COR. Resumes shall be provided at least two (2) weeks (or as mutually agreed upon) prior to making any personnel changes for Government approval. The Government reserves the right to pre-approve any replacement or substitution of Key Personnel. Contractor personnel must submit necessary information to be issued a clearance prior to reporting for performance.

(end of clause)

H-8

Insurance Schedule

The Contractor shall maintain the types of insurance listed in FAR 28.307-2 (a), (b) and (c), with the minimum amounts of liability indicated therein. The types of insurance coverage listed in paragraphs (d) and (e) shall also be maintained when applicable.

(end of clause)

H-9

Small Business Subcontracting Plan and Goals

The Contractor’s Small Business Subcontracting Plan, dated (to be determined upon award), is incorporated herein and made a part of this contract by reference.

(end of clause)

H-10 Proprietary Technical Data and Computer Software

Any deliverable technical data or computer software developed or generated at private expense and considered to be proprietary by the Contractor or subcontractors shall be delivered in accordance with DFARS 252.227-7013 and 252.227-7014. A list of such data and/or software is incorporated into the contract as Attachment No. (to be determined at the individual task order level).

(end of clause)

H-13 Contractor Code of Business Ethics

The “agency Office of the Inspector General” referenced in FAR clause 52.203-13, “Contractor Code of Business Ethics” (APRIL 2010) contained in Section I of this Contract, shall be the Department of Defense Office of the Inspector General (DoD OIG). Contact information is as follows:

Office of the Inspector General

United States Department of Defense

Investigative Policy and Oversight

Contract Disclosure Program

400 Army Navy Drive, Suite 1037

Arlington, VA 22202-4704

Toll Free Telephone: 866-429-8011

(end of clause)

H-14 Task Ordering

a. GENERAL INFORMATION:

(1) The Government will issue the Request for Task Order Proposal (RTOP) to the prime contractor(s) consistent with the ordering procedures contained in FAR and DFARS guidance. The agency intends to give all multiple award contractors a “fair opportunity” process (see FAR 16.505(b), and as it may be amended in the future). Task orders will be issued on a Cost Plus Fixed-Fee or Firm Fixed Price basis. The Government may require the submittal of cost and pricing data with proposals for cost reimbursable-type task orders.

(2) Performance can only be authorized by issuance of a task order or revision thereto issued by the Contracting Officer. Any changes will be issued in writing, will set forth any additional obligation incurred by the Government, will be adequately funded, and shall be signed by the Contracting Officer in advance of the Contracting Officer in advance of the Contractor initiating the change.

(3) It is anticipated that orders will be solicited, negotiated, and awarded based on bilateral agreement of the Parties. In emergency situations or when a bilateral task order cannot be otherwise definitized in a timely manner, the Government reserves the right to issue unilateral task orders on an undefinitized basis. Any such undefinitized unilateral task order shall be definitized in accordance with DFARS 252.217-7027 – Contract Definitization utilizing a not-to-exceed ceiling amount provided by the Contracting Officer.

(4) The Government may release task order proposal data submitted by the Contractor to non-Government advisors for review and analysis. These Contractor personnel are restricted by the “Organizational Conflict of Interest” clause in their respective contracts from being a prime, subcontractor, or teaming partner. The Contractors which are precluded from competing on any other TMA contract and have nondisclosure requirements pertaining to the use and disclosure of proprietary information in their respective contracts will review contractor submitted proposal data. The Government will also disclose the identity of any other contractor which may be provided access to contractor submitted proposal data in connection with task order competitions. The Contractor agrees, by submission of their task order proposal, to have it reviewed by these Contractors. A list of individual names will be provided to Offerors upon request.

(5) Failure to respond to to three (3) consecutive RTOP’s with a proposal relieves the Government of its obligation to satisfy the guaranteed minimum of $200,000.

b. TASK ORDER PROPOSAL PROCESS: The Government will prepare an RTOP which will include as a minimum (i) a Statement of Objectives (SOO), a Performance Work Statement (PWS), or a Statement of Work (SOW), (ii) overall period of performance, (iii) DD Form 254, as applicable, (iv) any Government Furnished Property (GFP) or Government Furnished Equipment (GFE), and (v) applicable evaluation criteria. Upon receipt of the RTOP, the Contractor shall submit its proposal for the task order effort within the designated time allotted in the RTOP. During the RTOP period, Contractors will be afforded the opportunity to submit questions regarding the requirement. Each RTOP proposal shall include a brief description of the following (if requested in the RTOP):

(1) How the Contractor proposes to accomplish the effort, including a description of the performing team member(s), including the individual who will serve as the single point of contact. The Contractor’s proposed technical solution may be provided via a written proposal, an oral presentation, or both, as specified in the RTOP.

(2) Task order cost / price estimate, including the mix of labor competency levels, hours and rates.

(3) Availability and capability of key personnel that would perform under the task order to include resumes.

(4) The percentage of the proposed total price for the task order that will go to small businesses either as the prime contractor or first tier subcontractor. Small businesses shall be defined by the applicable size standard associated with the NAICS code solicited in the basic contract RFP.

(5) For each RTOP after the first, the actual percentage of the total price of previous task orders that went to small businesses either as a prime contractor or first tier subcontractor. Small businesses shall be defined by the applicable size standard associated with the NAICS code solicited in the basic contract RFP. A separate percentage should be submitted for each previous task order received under the contract.

(6) Resolution of any potential organizational conflict(s) of interest (OCI) or a statement explaining why none exists. Submit revisions to the OCI Mitigation Plan, as needed.

(7) Any additional input as required by the RTOP.

c.

TASK ORDER CRITERIA AND EVALUATION PROCESS

(1) The evaluation criteria will reflect best value analysis for performance-based acquisition. The Federal Acquisition Regulation (FAR) encourages consideration of non-price evaluation factors as part of the best value analysis. In making the best value determination, it is possible that after conducting a trade-off analysis of the proposals, the lowest price may not necessarily represent the best value.

(2) After responses, to include oral presentations if required by the RTOP, have been evaluated against the factors identified in the RTOP, and the Contractor’s rates have been verified, the task order will be placed with the Contractor whose proposal represents the best value to meet the Government’s needs. Oral presentations along with written proposals may be required as specified in the individual RTOP’s.

(3) Contractors are put on notice that, among other evaluation factors listed in the RTOP, total small business utilization for the proposed task order will be an evaluation factor. Contractors are also put on notice that after the issuance of the first task order, past performance with regard to proposed small business utilization on previous task orders will be an evaluation factor on every RTOP.

(4) Performance data will be collected on previous task orders. All past performance data, including CPARS data shall be utilized in the evaluations of task order proposals.

(5) The Government reserves the right to not award a task order after issuing a RTOP.

(end of clause)

SECTION I - CONTRACT CLAUSES

The following has been added by reference:

SECTION J - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

The Table of Contents has changed:

From:

Exhibit/Attachment Table of Contents

To:

Exhibit/Attachment Table of Contents

SECTION L - INSTRUCTIONS, CONDITIONS AND NOTICES TO BIDDERS

The following have been modified (changes shown in bold italics):

INSTRUCTIONS TO OFFERORS

SECTION L

Instructions, Conditions, and Notices to Offerors

General Information

L.2 GENERAL INSTRUCTIONS

L.2.1. Offerors are cautioned to follow the instructions provided in this section carefully to assure the Government receives consistent information in a format that will facilitate proposal evaluation. Exceptions taken as to inclusion of specific requirements in the resultant contract shall not be considered. Offerors shall submit only one offer. Alternative offers will not be accepted or evaluated by the Government. If an Offeror does submit an alternative offer, neither offer will be accepted by the Government.

L.2.2. This section provides general guidance for preparing proposals as well as specific instructions on the format and content of the proposal. The Offeror’s proposal must include all data and information requested in this solicitation and must be submitted in accordance with these instructions. The offer shall be compliant with the requirements as stated in the solicitation and applicable attachments. Non-conformance with the instructions provided in the solicitation and this section may result in an unfavorable proposal evaluation or rejection of the proposal. The proposal shall be clear, concise, and shall include sufficient detail for effective evaluation and for substantiating the validity of stated claims.

L.2.3. The Government intends to evaluate proposals and contract(s) without discussions. Therefore, the Offeror’s initial offer should contain the Offeror’s best terms from a price as well as a cost and technical standpoint. The Government reserves the right to seek information clarifying any element of an offer or other information submitted in the proposal prior to awarding without discussions. This request for information serves to clarify certain aspects of 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. This exchange shall not be used to cure weaknesses or material omissions of the offer, or materially alter the technical or cost information in the proposal. Under no circumstances will the Offeror revise their offer in response to clarification questions; any such revision will not be considered. If the Contracting Officer decides that an Offeror’s proposal should no longer be considered, the proposal will be excluded from consideration for award; and written notice of this decision will be provided to unsuccessful offerors in accordance with FAR 15.503. If discussions are conducted, the Offerors will be notified as such by the Contracting Officer and discussions scheduled.

L.2.4. 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 these requirements. Offerors shall assume that the Government has no prior knowledge of their facilities, capabilities, and experience. The Government will base its evaluation on the information presented, plus any additional past performance information obtained by the Government from other sources.

L.2.5. Offerors shall submit their anticipated organizational structure. The organizational structure must include the prime Contractor and first tier subcontractors. The organizational structure shall include addresses and telephone numbers. In the case of a joint venture or other business structure, a clear description of the organizational relationships must be disclosed.

L.2.5.1. In accordance with FAR 9.505, Organization and Consultant Conflicts of Interest, TMA is indicating and advising awareness to all interested offerors that “actual” and “potential” organizational conflicts of interests (OCI) may exist. This is to assist prospective Offerors in developing their own business strategies regarding TMA requirements; and in doing so: avoid, mitigate, and neutralize any “actual” and “potential” OCIs. The following is provided for the purpose of identifying, avoiding, and mitigating against OCIs of this solicitation/award process.

1) “Potential” or “actual” OCIs may exist with TMA Contractors that currently perform logistical, program, operational, data management support for TMA Aurora CO, TMA Falls Church VA, and the Pacific Joint Information Technology Center. It is incumbent on all Offerors to use sound business judgment and determine the significance of any conflict of interest.

2) Potential or actual OCIs may exist with former DoD officials/employees that have served in positions such as Tricare acquisitions, program management, finance, in an executive position or participated in a Tricare source selection evaluation board as the Source Selection Authority, an advisor or an evaluator. (SEE DFARS 252.203-7000 (Ref 203.171-4)).

3) In the event an Offeror for this procurement intends to use any Contractor employee that currently supports TMA or the Pacific Joint Information Technology Center as a subcontractor or in any advisory capacity to this solicitation/contract, or to use a former DoD official/employee when developing a proposal in response to this solicitation, or as a member of the Offeror’s organization structure, the Offeror shall provide a mitigation plan to the Government that effectively demonstrates how the Offeror will mitigate any potential or actual OCI in its business arrangement for supporting this contract and any other TMA contract. The mitigation plan shall be forwarded to the Contracting Officer with the Offeror’s proposal.

L.2.6. The remarks, explanations, and answers provided by Government representatives whether orally, or in writing, shall not change or qualify any of the terms or conditions of the solicitation. The solicitation can only be changed by a formal written amendment issued by the Contracting Officer.

L.2.7. Non-Government Advisors: The expertise of Non-Government advisors may be required to support evaluation of technical proposals. TMA will provide the name(s) of the Non-Government advisor(s) by correspondence to the Offerors. These advisors have broad and comprehensive knowledge and will apply their expert knowledge of industry practices and standards to assist the Government in evaluation of proposals. Non-Government advisors are subject to the limitations of FAR 7.503 and FAR Part 37.2; and shall not determine ratings or rankings of Offeror’s proposals or perform any inherently governmental function.

(a) The Release of Proposal Information to Non-Government Advisors: The release of proposal information to non-Government advisors will be subject to the controls of TMA. Non-Government advisors are not allowed access to past performance information or proprietary financial data (dollar figures) contained in the price/cost proposal; however, to make technical judgments, they are allowed access to man-hours, labor categories, and lists of materials proposed.

(b) Prohibitions: Non-Government advisors are prohibited from proposal rating, ranking, or recommending the selection of a source. They are not normally allowed to participate in discussions, but may attend if requested by the chairperson(s). Non-Government advisors are not normally allowed to participate in Government decision-making meetings (Source Selection Evaluation Board sessions or Source Selection Authority briefings), unless invited by the chairperson(s) to be present during a particular portion to provide specific technical information.

(c) Access to Proprietary Information: Non-Government advisors that have access to proprietary information in performing their roles for the Government must agree to protect the information from unauthorized use or disclosure for as long as it remains proprietary and refrain from using the information for any purpose other than that for which it was furnished. All non-Government advisors are required to sign a Non-Disclosure Statement, TMA Form 821. The Contracting Officer shall retain the signed agreements in the contract file.

(d) Organizational Conflict Of Interest (OCI): OCI clauses are included in the contracts under which non-Governmental technical advisors are performing services for the Government. The OCI clauses require the companies and individual non-Government advisors to protect Offeror proprietary data and Government source selection information and prohibit the companies from otherwise participating as an offeror, a subcontractor as a consultant to an offeror/subcontractor in relation to this acquisition participation.

(e) Permission from Offerors: Upon review of the above limitations, and after the identity of the Non-Government advisor(s) is provided by letter to the offerors, any offeror having concerns/issues regarding these Non-Government advisors having access to its proposal information should notify the Contracting Officer of said objection or obtain a written agreement between the Non-Government advisor and the Offeror in accordance with FAR 9.505-4 (b), and submit to the Contracting Officer within seven (7) working days at time of notification. If no agreement or objection to the proposed non-Government advisors is submitted within the seven (7) working days, the Offeror will be deemed to have consented to the limited access described above.

L.3 PROPOSAL PREPARATION AND SUBMISSION

L.3.1.

Proposal Format

These instructions prescribe the format for proposals and describe the approach for the development and presentation of proposal data. They are designed to ensure the submission of information essential to the understanding and comprehensive evaluation of proposals. Offerors are cautioned to follow the instructions carefully. Non-conformance with the instructions provided in RFP Section L - Instructions to Offerors may result in the proposal being deemed non-responsive.

The Offeror shall submit its proposal in hard copies and electronic format as stated below, in accordance with the following instructions. This information is provided to enable Offerors to understand the format to be used for submitting proposals.

1. All proposal volumes shall be submitted in Microsoft Word format (must be compatible with Microsoft Office 2003). The font type shall either be Times New Roman or Arial, no smaller than 11-point, and no less than single-spaced. Tables and graphs may use a font size no smaller than 8-point. A page is defined as each face of a sheet of paper containing information. Page size shall be 8.5 x 11 inches. Tracking, kerning, and leading values shall not be changed from the default values of the word processing or page layout software. Use at least 1 inch margins on the top and bottom and ¾-inch side margins.

2. Pages shall be numbered sequentially by section. The Offeror shall use a standard page numbering system to facilitate proposal references. That includes numbering consecutive pages within the sections of the proposal. Charts, graphs and other insert materials shall be page-numbered as part of the page numbering system.

3. Page limitations are identified for each volume of the proposal, as described in L.3.3 Proposal Preparation below, and will be treated as maximums. If exceeded, the proposal will be considered non-responsive. Cover Sheets, Table of Contents, Glossaries do not count against the page limitations for their respective volumes.

4. All pricing information shall be addressed ONLY in the Cost / Price Proposal. Cost trade‑off information, work hour estimates, and material kinds and quantities may be used in other sections only as appropriate for presenting rationale for alternatives or design and trade‑off decisions.

5. Each volume shall contain a more detailed table of contents to delineate the subparagraphs within that volume. On the hard copy volumes, tab indexes and dividers shall be used to identify sections.

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

7. Offerors may not submit an alternate proposal.

8. Proprietary information shall be clearly marked.

9. CD-ROM – The electronic portion of the proposal shall be submitted on a virus-free CD-ROM compatible with Microsoft Office 2003 applications. In addition, the CD-ROM must be made “final”. “Final” is a recording option that renders the CD totally used so no other data tracks can be added. Do not use compressed file formats. Use separate files to permit rapid location of all portions, including exhibits, annexes, and attachments, if any. A separate CD is required for each Volume. Documents such as previously printed materials, graphics or any other documents that cannot be submitted in electronic format are exempt, but if provided in hard copy, will be considered in the page count. Submissions shall be virus-free. A directory shall also be placed on the CD if it contains more than one file.

10. Hard Copies - Each paper volume must correspond to a directory on the CD ROM. Paper copies shall be separated by Volume, each in a 3-ring binder and identified with the Offeror’s name, volume number and title, proposal date and solicitation number. A separate binder is required for each Volume. Footnotes on text pages shall also be in 12 font. Proposals shall be printed double-sided only with non-duplicative, sequential page numbers by section at the bottom of each printed page; however, pages may be printed single-sided for Volume II – Cost / Price Proposal only.

L.3.2 SUBMISSION OF PROPOSAL (DUE DATE/TIME)

Eight (8) hard copies of the proposal and one (1) electronic CD-ROM disk for each Volume shall be delivered to TMA/COD, Attn: Winona Sewell Hall and Wendy Sellers, 5111 Leesburg Pike, Suite 550, Falls Church, VA 22041-3206, by the time and date specified in Block 9 of the SF 33, “Solicitation, Offer and Award”. Offers received after the time and date specified will be considered late. The Contracting Officer reserves the right to reject or accept late offers. No email submissions will be accepted.

L.3.3 PROPOSAL PREPARATION

To assure timely and equitable evaluation of proposals, Offerors must follow the instructions contained herein. Proposals must be complete, self-sufficient, and respond directly to the requirements of this solicitation. The response shall consist of two (2) volumes and divided into sections as indicated below:

Volume I – Technical Proposal

1. Executive Summary (2 page limit)

2. Management Approach (20 page limit)

3. Technical Approach (12 page limit)

4. Past Performance Information (20 page limit)

5. Sample Task Order Technical Approach (20 page limit for each sample task)

6. Small Business Participation Plan (no page limit)

Volume II – Cost / Price Proposal

1. Cost / Price Proposal (no page limit)

2. Transmittal Letter (no page limit)

L.3.4. Proposals will be reviewed for completeness and compliance with the solicitation and preparation instructions. If an Offeror (1) fails or refuses to assent to any of the terms and conditions of the RFP, (2) proposes additional terms and conditions of this RFP, or (3) fails to submit any of the information required by this RFP, then TMA may consider the offer to be unacceptable, which could make the offer ineligible for contract award. Offerors shall not include price information anywhere in the proposal package, other than in the Cost / Price Proposal volume. All pages of each proposal shall be appropriately numbered and identified with the solicitation number.

L.3.5. If final proposal revisions are required (if requested by the Contracting Officer); the Offeror shall follow the final proposal revision instructions provided by the Contracting Officer.

L.4

VOLUME I – TECHNICAL PROPOSAL

The Offeror shall submit a written technical proposal which effectively demonstrates the Offeror’s understanding of the requirements, and provides a successful technical solution for the prospective contract. Brochures, etc. may be submitted with the proposal, but shall not substitute for submission of a technical proposal. Any brochures submitted will be included in the total page count allowed for this volume of the proposal.

Volume I – Technical Proposal shall include a master table of contents, list of tables/graphs, and a glossary.

L.4.1 EXECUTIVE SUMMARY

The Offeror shall provide an executive summary that describes the significant attributes of its proposal. In the executive summary, the Offeror shall provide the following information:

1. A narrative summary of the entire proposal. It should be concise, to include addressing the significant risks, and highlighting any key or unique features, excluding price.

2. An acknowledgement of the receipt of the amendments when submitting the proposal.

3. There is a two (2) page limit for the executive summary.

L.4.2. MANAGEMENT APPROACH

The management approach should be specific and complete to include the Offeror’s proposal to accept and fully meet the Government’s needs as identified through single and multiple, concurrent task orders. Legibility, clarity, and coherence are very important. Using the instructions provided below, provide as specifically as possible the actual methodology the Offeror would use for meeting or exceeding the requirements for the Statement of Objectives (SOO).

1. Set forth the proposed key personnel and the percentage of time each of the Key Personnel will dedicate to the contract. Include the resumes of all proposed Key Personnel (not included in the page limit).

2. The Offeror shall address the risks associated with the Management Approach by identifying those aspects of the proposal you consider to have the potential for disruption of schedule, increased cost, poor performance, the need for increased Government oversight, and/or the likelihood of unsuccessful contract performance.

a. 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 (e.g., SOO or specification requirements). Propose a realistic "work‑around" or risk mitigations for identified risks that will eliminate or reduce the risk to an acceptable level. Identify and rate any new risks introduced by such risk mitigation.

b. The Offeror shall provide its planned approach to provide written notification to the Contracting Officer of any delays or problems that will impact service delivery date.

c. The Offeror shall provide the staffing plan demonstrating that it is realistic and sufficient to provide all of the services as specified in the SOO. Include a diagram/organizational chart for the management of the program and the tasks that will fall under the program in the future.

d. The Offeror shall provide a Quality Control Plan (QCP) that demonstrates the Offeror’s proposed internal quality management program.

3. The Management Approach shall be organized according to the following general outline:

a. Management Approach

b. Staffing Plan

c. Quality Control Plan (Not included in the page limit)

d. Resumes (Not included in the page limit)

e. OCI Mitigation Plan, as applicable (Not included in the page limit)

L.4.3 TECHNICAL APPROACH

The technical approach shall thoroughly address the Offeror’s proposed approach to meeting or exceeding the minimum requirements of the SOO.

At a minimum, the technical approach shall demonstrate the following:

1. The Offeror’s understanding of the work, including creativity and thoroughness shown in understanding the objectives of the SOO.

2. Descriptions and evidence of specific methods and techniques for completing each discrete task contained within the SOO.

3. The Offeror’s ability to anticipate and address potential problems or risk areas as well as its creativity and feasibility of solutions to problems and future integration of new processes and technology enhancements.

4. The Offeror’s understanding of the complexities of logistics and, schedule.

5. An overall summary of technical capabilities.

L.4.4 PAST PERFORMANCE INFORMATION

1. The Offeror shall submit past performance information for the prime, teaming partners, and major subcontractors regarding recent or on-going and relevant work.

a. Past Performance information is required for the Offeror and for all subcontractors, teaming partners, and/or joint venture partners who are proposed to perform a major portion of the proposed effort based on the total proposed price or be a subcontractor that shall perform aspects of the effort the Offeror considers critical to overall successful performance.

b. Information shall be submitted on a total of four (4) contracts for the prime contractor. Information shall be submitted for a minimum of one (1) and maximum of four (4) contracts for each teaming partner and major subcontractor proposed. Submitted information shall be for recent or on-going contracts that are similar in size, scope and complexity to the work described in the SOO and which demonstrate the Offeror’s ability to perform the effort proposed.

c. The effort must be ongoing or must have been performed during the past three (3) years from the date of issuance of this solicitation. Past performance information that fails to meet these criteria will not be evaluated.

d. The Offeror shall identify the aspects of the contracts it considers relevant to the proposed effort, and to identify the SOO requirements to which they relate.

2. For each identified effort for a commercial customer, the Offeror must also submit an authorization letter, authorizing the clients identified in this section of the proposal to release to the Government information on the Offeror's performance.

3. Past Performance Section Specific Content: The Offeror shall explain what aspects of the contracts are deemed relevant to the proposed effort and to what aspects of the proposed effort they relate. This may include a discussion of efforts accomplished by the Offeror to resolve problems encountered on prior contracts as well as past efforts to identify and manage program risk. The Offeror shall clearly demonstrate management actions employed in overcoming problems and the effects of those actions, in terms of improvements achieved or problems rectified on contracts that are relevant to the proposed effort.

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 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 procurement. To facilitate this relevancy determination, include 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, the "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.

5. Questionnaires. The Government requires the Offeror to send out Past Performance Questionnaires (RFP Attachment 4 to each of the Points of Contact (POCs) identified in the past performance section. The cover letter (RFP Attachment 4) shall be used by the Offeror in sending out the Past Performance Questionnaires to its references. The reference shall submit completed questionnaires directly to the Government points of contact identified on the cover letter. The completed Past Performance Questionnaires and the information contained therein shall be considered sensitive and shall not be released to the Offeror and are not to be part of the Offeror’s proposal. The questionnaires are not counted against the page count.

6. The past performance section shall contain the following:

a. Past Performance Information

b. Summary Page describing the role of the Offeror and each subcontractor, teaming partner, and/or joint venture partner for which the Offeror is required to provide Past Performance Information

c. Organization Structure Change History

L.4.5 SAMPLE TASK ORDER TECHNICAL APPROACH

1. Sample Task Orders. Utilizing the management and technical criteria above, the Offeror shall describe its planned approach to provide solutions to the two (2) Sample Tasks that are found in RFP Attachment 7.

a. The sample task order technical approach shall include the proposed labor mix and estimate of hours per labor category.

b. The Government will not consider Other Direct Costs (ODCs) during evaluation of the proposals for the sample task orders.

c. The sample task order technical proposal shall demonstrate the Offeror's technical manpower and resources necessary to complete the tasks. Additionally, the Offeror shall demonstrate a thorough understanding of the technical requirements and provide a schedule for task completion. The Offeror shall demonstrate the ability to provide any products or reports as part of the task.

2. Sample Task Technical Approach Risk. The Offeror shall address technical risk by identifying those aspects of the proposal it considers to have the potential for disruption of schedule, increased cost, poor performance, the need for increased Government oversight, and/or the likelihood of unsuccessful contract performance.

a. 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 (e.g., SOO or specification requirements), whether or not those requirements are identified. Propose a realistic "work‑around" or risk mitigations for identified risks that will eliminate or reduce the risk to an acceptable level. Identify and classify any new risks introduced by such risk mitigation.

b. The Offeror shall provide its planned approach to provide written notification to the Contracting Officer of any delays or problems that will impact service delivery date.

c. The Offeror shall provide the staffing plan demonstrating that it is realistic and sufficient to provide all of the services as specified in the sample tasks including, but not limited to Software Design approach and staffing, engineering support, testing and evaluation studies, web-based application design, etc.

L.4.6 SMALL BUSINESS PARTICIPATION PLAN

In accordance with FAR 52.219-9, Small Business Subcontracting Plan, the Offeror shall submit a small business subcontracting plan. The Offeror shall specifically address the following areas:

1. Specific small business and subcontractor inclusion in the management, communication coordination and level of effort assigned to each task and sample task.

2. Commitment to use the identified firms.

3. Complexity and variety of the work the small businesses are performing.

4. Identified small business participation in terms of the total value of the acquisition in detailed explanations/documentation and supporting participation percentages.

L.5 Volume II – COST / PRICE PROPOSAL

1. Cost/Price Information. Information beyond that required by this instruction shall not be submitted, unless you consider it essential to document or support your cost/price position.

a. All information relating to the proposed price, including all required supporting documentation must be included in the section of the proposal designated as the Price volume.

2. Cost or Pricing Data: In accordance with FAR 15.403-1(b) and 15.403-3(a), information other than cost or pricing data may be required to support price reasonableness. Information shall be provided in accordance with FAR 15.403-5. .

3. Sample Task Orders: The Offeror shall provide a cost/ price proposal for the Cost Plus Fixed Fee and Firm Fixed Price Sample Tasks identified in Attachment 7. Subcontractor costs shall be clearly defined in the cost / price proposal.

4. Under no circumstances shall cost or pricing information be included elsewhere in the proposal.

5. The Offeror shall include a completed SF 33, properly executed and signed by an official authorized to bind the Offeror. The completed SF33 shall include blocks 12 through 18 of the SF 33. In doing so, the Offeror accedes to the contract terms and conditions as written in the RFP. Acknowledgment of receipt of any amendments may be made in the transmittal letter.

6. Transmittal Letter: The Offeror shall submit a transmittal letter with the proposal. The transmittal letter shall include the following information:

a. The name, title, and telephone number of the company/division point of contact regarding decisions made with respect to the proposal and authorized to negotiate and bind the company contractually.

b. Company/Division's street address, county and facility code; CAGE code; DUNS code; TIN; type of small business and labor surplus area designation, if applicable. This same information must be provided if the work for the contract will be performed at any other locations.

c. List all contractor locations where work is to be performed and indicate whether such facility is a division, affiliate, or subcontractor, and the percentage of work to be performed at each location.

d. Indicate that the proposal is valid for a minimum of one hundred-twenty (120) calendar days.

e. Representations and Certifications. The Offeror shall enter annual representations and certifications on the web site at http://orca.bpn.gov/ and include a statement of the validity dates. Do not include the representations and certifications with the offer. The provision at 52.204-8, Annual Representations and Certifications (Jan 2006) states “the Offeror has completed the annual representations and certifications electronically”.

f. Equal Employment Opportunity (EEO) Pre-award Clearance Information. To expedite the Government’s EEO pre-award clearance request process, the prime contractor shall include a list of all proposed subcontractors with a proposed subcontract value estimated at $10 million or more, to include the following information: Name, address, individual’s name/point of contact, and telephone number. The Government plans to request EEO clearances early in the evaluation process to avoid possible delays in making contract awards (page limit not applicable).

g. The Offeror shall also demonstrate that they can comply with the Contract Security Classification Specification, DD Form 254, provided as RFP Attachment 3. Facility and personnel security clearances shall be submitted with the proposal. The Offeror shall demonstrate that they either currently have the required facility and level of safeguarding clearances or interim clearances.

SECTION M - EVALUATION FACTORS FOR AWARD

The following have been modified (changes shown in bold italics):

Section M - Evaluation Factors for Award

M.1

EVALUATION CRITERIA

M.1.1. This is a competitive source selection and will be conducted in accordance with the Federal Acquisition Regulation (FAR) and applicable supplements. The Government has established a Source Selection Evaluation Board (SSEB) to evaluate proposals submitted in response to this Request for Proposal (RFP). Proposals will be evaluated by the SSEB using the evaluation factors identified below.

M.1.2. The source selection for this RFP will be based on the proposal representing the best value (which will include the risk associated with the proposal) to the Government, as determined by the Source Selection Authority, to be consistent with furnishing high quality services in a manner that protects the fiscal and other interests of the United States. The Source Selection Authority shall assess the selection of proposals determined appropriate to reduce the risks to stability in administration of the TRICARE program and to the fiscal interests of the Government.

M.1.3. Unrealistic Proposals: Proposals which are unrealistic in terms of technical capability or which are unreasonably high or low in price will be deemed reflective of an inherent lack of technical competence or indicative of a failure to comprehend the proposed contractual requirements.

M.1.4. Evaluation Approach: The Government will evaluate the extent to which the proposal exhibits a clear understanding of the work…