HTC711-14-R-D004_Comprehensive_Financial_Services_Support.pdf

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS 11. REQUISITION NUMBER PAGE1 OF 44

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, AND 30

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 14. ORDER NUMBER 5. SOUCITATION NUMBER 6. SOUCITATION ISSUE DATE

HTC711-14-R-D004 25-l'v'ar-2014

7. FOR SOUCITA TION a. NAME b. TEUEPHONE NUMBER (No Cci/ect Calls) 8. OFFER DUE DATE/LOCAL TIME

INFORMATION CALL: SONY A M BARKER 618-220-7017 12:00 A'v124 Apr 2014

9. ISSUED BY CODE I HTC711 10. THIS ACQUISITION IS 11 . DELIVERY FOR FOB 12. DISCOUNT TERMS

~UNRESTRICTED DESTINATION UNLESS

USTRANSCOM-AQ- HTC711

508 SCOTIDR SET ASIDE: %FOR

BLOCK IS MARKED

SCOTI AFB IL 62225-5357 - D SEE SCHEDULE

SB - D 13a. THIS CONTRACT IS A RATED ORDER HUBZONE SB - UNDER DPAS (15 CFR 700) 8(A) - 13b. RATING

SVC-DISABLED VET-OWNED SB

TB..: CONTACT BUYER - 14. METHOD OF SOLICITATION

EMERGING SB

DRFQ DIFB ~RFP FAX: CONTACTBUYER -

SIZE STD : $19M NAICS: 541219

15. DELIVER TO cODE I F3ST96 16. ADMINISTERED BY CODE I

USTC/JB- F3ST96

NEEMAN, SUE

508 SCOTT DR BLDG 1900

SCOTT AFB IL 62225-5357

TEL: 618-229-5061 FAX:

17a.CONTRACTOR/OFFEROR CODE I 18a. PAYMENT WILL BE MADE BY CODE I

TB...

FACILITY I

CODE

D 17b. CHECK IF RBv11TTANCE IS DIFFERENT AND FUT 18b. SUBI'v1IT INVOICES TO ADDRESS SHOWN IN BLOCK 18a. UNLESS BLOCK SUCH ADDRESS IN OFFER BaOW IS CHECKED D SEEADDENDUM

19. ITEM NO. 20. SCHEDULE OF SUPPLIES/ SERVICES 21 . QUANTITY 22. UNrT 23. UNrT PRICE 24. AMOUNT

SEE SCHEDULE

25. ACCOUN TING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Govt. Use Only)

IX] 27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1 52.212-4. FAR 52.212-3. 52.212-5 ARE ATIACHED . ADDENDA OOAR E D ARE NOT ATIACHED

D 27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATIACHED . ADDENDA DARE D AR E NOT ATIACHED

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN § COPIES 29. AWARD OF CONTRACT: REFERENCE

0TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER ALL ITEMS

SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL SHEETS

D OFFER DATED . YOUR OFFER ON SOLICITATION

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED HEREIN . SET FORTH HEREIN , IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR 3la . UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER) 31c. DATE SIGNED

30b. NAME AND TITLE OF SIGNER

(TYPE OR PRINT)

ALJTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDrTION IS NOT USABLE

30c. DATE SIGNED 3lb . NAME OF CONTRACTING OFFICER

TEL :

(TYPE OR PRINT)

EMAIL :

STANDARD FORM 1449 (REV 3/2005)

Prescribed by GSA

FAR (48 CFR) 53.212

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

(CONTINUED)

SEE SCHEDULE

19. ITEM NO. 20. SCHEDULE OF SUPPLIES/ SERVICES 21. QUANTITY 22. UNIT 24. AMOUNT

PAGE 2 OF

23. UNIT PRICE

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: ______________________________________________________

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f . TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

37. CHECK NUMBER

FINALPARTIALCOMPLETE

36. PAYMENT35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER

FINAL

33. SHIP NUMBER

PARTIAL

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV 3/2005) BACK

Prescribed by GSA

FAR (48 CFR) 53.212

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

HTC711-14-R-D004

Section SF 1449 - CONTINUATION SHEET

ITEM NO SUPPLIES/SERVICES MAX

QUANTITY

UNIT UNIT PRICE MAX AMOUNT

0001 1 Lot Labor

FFP

Labor in Support of Task Areas

FOB: Destination

SIGNAL CODE: A

MAX

NET AMT

UNIT UNIT PRICE MAX AMOUNT

0002 1 Lot Labor

LH

Labor Hour in Support of Task Areas

TOT MAX PRICE

UNIT UNIT PRICE MAX AMOUNT

0003 1 Lot Travel

FFP

Travel - In Accordance with the Joint Travel Regulations (JTR)

UNIT UNIT PRICE MAX AMOUNT

1001 1 Lot OPTION Labor

FFP

Labor in Support of Task Areas

UNIT UNIT PRICE MAX AMOUNT

1002 1 Lot OPTION Labor

LH

Labor Hour in Support of Task Areas

UNIT UNIT PRICE MAX AMOUNT

1003 1 Lot OPTION Travel

FFP

Travel - In Accordance with the Joint Travel Regulations (JTR)

UNIT UNIT PRICE MAX AMOUNT

2001 1 Lot OPTION Labor

FFP

Labor in Support of Task Areas

UNIT UNIT PRICE MAX AMOUNT

2002 1 Lot OPTION Labor

LH

Labor Hour in Support of Task Areas

UNIT UNIT PRICE MAX AMOUNT

2003 1 Lot OPTION Travel

FFP

Travel - In Accordance with the Joint Travel Regulations (JTR)

CONTRACT MINIMUM/MAXIMUM QUANTITY AND CONTRACT VALUE

The minimum quantity and contract value for all orders issued against this contract shall not be less than the minimum quantity and contract value stated in the following table. The maximum quantity and contract value for all orders issued against this contract shall not exceed the maximum quantity and contract value stated in the following table.

MINIMUM

MINIMUM

AMOUNT

MAXIMUM

QUANTITY

MAXIMUM

AMOUNT

$2,500.00 $50,000,000.00

DELIVERY/TASK ORDER MINIMUM/MAXIMUM QUANTITY AND ORDER VALUE

The minimum quantity and order value for each Delivery/Task Order issued shall not be less than the minimum quantity and order value stated in the following table. The maximum quantity and order value for each

Delivery/Task Order issued shall not exceed the maximum quantity and order value stated in the following table.

MINIMUM

AMOUNT

MAXIMUM

QUANTITY

MAXIMUM

$2,500.00 $50,000,000.00

CLIN DELIVERY/TASK ORDER MINIMUM/MAXIMUM QUANTITY AND CLIN ORDER VALUE

The minimum quantity and order value for the given Delivery/Task Order issued for this CLIN shall not be less than the minimum quantity and order value stated in the following table. The maximum quantity and order value for the given Delivery/Task Order issued for this CLIN shall not exceed the maximum quantity and order value stated in the following table.

CLIN

QUANTITY

MINIMUM

AMOUNT

MAXIMUM

QUANTITY

MAXIMUM

INSPECTION AND ACCEPTANCE TERMS

Supplies/services will be inspected/accepted at:

CLIN INSPECT AT INSPECT BY ACCEPT AT ACCEPT BY

0001 Destination Government Destination Government

0002 Destination Government Destination Government

0003 Destination Government Destination Government

1001 Destination Government Destination Government

1002 Destination Government Destination Government

1003 Destination Government Destination Government

2001 Destination Government Destination Government

2002 Destination Government Destination Government

2003 Destination Government Destination Government

DELIVERY INFORMATION

CLIN DELIVERY DATE QUANTITY SHIP TO ADDRESS UIC

0001 POP 01-AUG-2014 TO

31-JUL-2015

N/A USTC/J8 - F3ST96

NEEMAN, SUE

508 SCOTT DR BLDG 1900

SCOTT AFB IL 62225-5357

618-229-5061

F3ST96

0002 POP 01-AUG-2014 TO

N/A (SAME AS PREVIOUS LOCATION)

0003 POP 01-AUG-2014 TO

N/A (SAME AS PREVIOUS LOCATION)

1001 POP 01-AUG-2015 TO

31-JUL-2016

N/A (SAME AS PREVIOUS LOCATION)

1002 POP 01-AUG-2015 TO

N/A (SAME AS PREVIOUS LOCATION)

1003 POP 01-AUG-2015 TO

N/A (SAME AS PREVIOUS LOCATION)

2001 POP 01-AUG-2016 TO

31-JUL-2017

N/A (SAME AS PREVIOUS LOCATION)

2002 POP 01-AUG-2016 TO

N/A (SAME AS PREVIOUS LOCATION)

2003 POP 01-AUG-2016 TO

N/A (SAME AS PREVIOUS LOCATION)

CLAUSES INCORPORATED BY REFERENCE

52.203-6 Alt I Restrictions On Subcontractor Sales To The Government

(Sep 2006) -- Alternate I

OCT 1995

52.203-13 Contractor Code of Business Ethics and Conduct APR 2010

52.204-10 Reporting Executive Compensation and First-Tier Subcontract

Awards

JUL 2013

52.209-6 Protecting the Government's Interest When Subcontracting

With Contractors Debarred, Suspended, or Proposed for

Debarment

AUG 2013

52.209-10 Prohibition on Contracting With Inverted Domestic

Corporations

MAY 2012

52.212-1 Instructions to Offerors--Commercial Items JUL 2013

52.212-4 Contract Terms and Conditions--Commercial Items SEP 2013

52.212-4 Alt I Contract Terms and Conditions--Commercial Items (July

2013) Alternate I

AUG 2012

52.217-5 Evaluation Of Options JUL 1990

52.219-8 Utilization of Small Business Concerns JUL 2013

52.219-9 (Dev) Small Business Subcontracting Plan (Deviation) SEP 2013

52.219-16 Liquidated Damages-Subcontracting Plan JAN 1999

52.219-25 Small Disadvantaged Business Participation Program--

Disadvantaged Status and Reporting

JUL 2013

52.219-28 Post-Award Small Business Program Rerepresentation JUL 2013

52.222-3 Convict Labor JUN 2003

52.222-17 Nondisplacement of Qualified Workers JAN 2013

52.222-19 Child Labor -- Cooperation with Authorities and Remedies JAN 2014

52.222-21 Prohibition Of Segregated Facilities FEB 1999

52.222-24 Preaward On-Site Equal Opportunity Compliance Evaluation FEB 1999

52.222-26 Equal Opportunity MAR 2007

52.222-35 Equal Opportunity for Veterans SEP 2010

52.222-36 Affirmative Action For Workers With Disabilities OCT 2010

52.222-37 Employment Reports on Veterans SEP 2010

52.222-40 Notification of Employee Rights Under the National Labor

Relations Act

DEC 2010

52.222-50 Combating Trafficking in Persons FEB 2009

52.222-54 Employment Eligibility Verification AUG 2013

52.223-18 Encouraging Contractor Policies To Ban Text Messaging

While Driving

AUG 2011

52.232-18 Availability Of Funds APR 1984

52.232-33 Payment by Electronic Funds Transfer--System for Award

Management

JUL 2013

52.233-3 Protest After Award AUG 1996

52.233-4 Applicable Law for Breach of Contract Claim OCT 2004

52.239-1 Privacy or Security Safeguards AUG 1996

252.203-7000 Requirements Relating to Compensation of Former DoD

Officials

SEP 2011

252.203-7003 Agency Office of the Inspector General DEC 2012

252.203-7005 Representation Relating to Compensation of Former DoD

Officials

NOV 2011

252.204-7012 Safeguarding of unclassified controlled technical information NOV 2013

252.205-7000 Provision Of Information To Cooperative Agreement Holders DEC 1991

252.209-7001 Disclosure of Ownership or Control by the Government of a

Terrorist Country

JAN 2009

252.219-7003 Small Business Subcontracting Plan (DOD Contracts) AUG 2012

252.226-7001 Utilization of Indian Organizations and Indian-Owned

Economic Enterprises, and Native Hawaiian Small Business

Concerns

SEP 2004

252.227-7015 Technical Data--Commercial Items FEB 2014

252.227-7037 Validation of Restrictive Markings on Technical Data JUN 2013

252.232-7003 Electronic Submission of Payment Requests and Receiving

Reports

JUN 2012

252.232-7010 Levies on Contract Payments DEC 2006

252.243-7002 Requests for Equitable Adjustment DEC 2012

252.244-7000 Subcontracts for Commercial Items JUN 2013

CLAUSES INCORPORATED BY FULL TEXT

52.209-9 UPDATES OF PUBLICLY AVAILABLE INFORMATION REGARDING RESPONSIBILITY

MATTERS (JULY 2013)

(a) The Contractor shall update the information in the Federal Awardee Performance and Integrity Information

System (FAPIIS) on a semi-annual basis, throughout the life of the contract, by posting the required information in the System for Award Management database via https://www.acquisition.gov.

(b) As required by section 3010 of the Supplemental Appropriations Act, 2010 (Pub. L. 111-212), all information posted in FAPIIS on or after April 15, 2011, except past performance reviews, will be publicly available. FAPIIS consists of two segments--

(1) The non-public segment, into which Government officials and the Contractor post information, which can only be viewed by--

(i) Government personnel and authorized users performing business on behalf of the Government; or

(ii) The Contractor, when viewing data on itself; and

(2) The publicly-available segment, to which all data in the non-public segment of FAPIIS is automatically transferred after a waiting period of 14 calendar days, except for--

(i) Past performance reviews required by subpart 42.15;

(ii) Information that was entered prior to April 15, 2011; or

(iii) Information that is withdrawn during the 14-calendar-day waiting period by the Government official who posted it in accordance with paragraph (c)(1) of this clause.

(c) The Contractor will receive notification when the Government posts new information to the Contractor's record.

(1) If the Contractor asserts in writing within 7 calendar days, to the Government official who posted the information, that some of the information posted to the non-public segment of FAPIIS is covered by a disclosure exemption under the Freedom of Information Act, the Government official who posted the information must within 7 calendar days remove the posting from FAPIIS and resolve the issue in accordance with agency Freedom of

Information procedures, prior to reposting the releasable information. The contractor must cite 52.209-9 and request removal within 7 calendar days of the posting to FAPIIS.

(2) The Contractor will also have an opportunity to post comments regarding information that has been posted by the

Government. The comments will be retained as long as the associated information is retained, i.e., for a total period of 6 years. Contractor comments will remain a part of the record unless the Contractor revises them.

(3) As required by section 3010 of Pub. L. 111-212, all information posted in FAPIIS on or after April 15, 2011, except past performance reviews, will be publicly available.

https://www.acquisition.gov/

(d) Public requests for system information posted prior to April 15, 2011, will be handled under Freedom of

Information Act procedures, including, where appropriate, procedures promulgated under E.O. 12600.

(End of clause)

52.212-2 EVALUATION--COMMERCIAL ITEMS (JAN 1999)

(a) The Government will award a contract resulting from this solicitation to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the Government, price and other factors considered. The following factors shall be used to evaluate offers: Technical, Staffing, Past Performance, Small Business and Price.

Technical is the most important factor, Staffing is the second most important factor, Past Performance is the third most important factor, and the Small Business proposal is least important of the non-price factors. When combined, all non-price factors are considered approximately equal to price.

See Addendum to 52.212-2 supplementing paragraph (b).

(b) Options. The Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement. The Government may determine that an offer is unacceptable if the option prices are significantly unbalanced. Evaluation of options shall not obligate the Government to exercise the option(s).

(c) A written notice of award or acceptance of an offer, mailed or otherwise furnished to the successful offeror within the time for acceptance specified in the offer, shall result in a binding contract without further action by either party.

Before the offer's specified expiration time, the Government may accept an offer (or part of an offer), whether or not there are negotiations after its receipt, unless a written notice of withdrawal is received before award.

(End of provision)

ADDENDUM TO FAR 52.212-1 & -2

ADDENDUM TO FAR 52.212-1 AND 52.212-2

ADDENDUM TO FAR 52.212-1 INSTRUCTIONS TO OFFERORS

Paragraph (b) of FAR 52.212-1 entitled “Submission of Offers” is removed and replaced with the following paragraph (b):

(b) SUBMISSION OF OFFERS. Submit signed and dated offers on or before 12:00 pm Central Time on 24 APRIL

2014. Offers shall be submitted using the SF 1449 in accordance with paragraph (2) below titled “Proposal

Preparation Instructions” and shall be submitted electronically via email and hard copy mailed or hand delivered in a package with the offeror’s name and address in the upper left hand corner to the following address:

USTRANSCOM/TCAQ-DPO

ATTN: MRS. SONYA BARKER AND MR. PAT EDWARD FILER

Building 1900W, SUITE 1123

508 SCOTT DRIVE

SCOTT AFB, IL 62225

Email: sonya.m.barker4.civ@mail.mil or pat.e.filer.civ@mail.mil mailto:sonya.m.barker4.civ@mail.mil

No requests for clarification will be provided in response to Offeror-initiated telephone calls. Any and all questions concerning the RFP must be submitted in writing referencing the PWS/RFP or Attachment by Section, Page, and

Paragraph via email and submitted to the Mrs. Sonya Barker and Mr. Pat Edward Filer at the email addresses listed above.

Written inquiries will be answered in writing and provided to all Offerors via Federal Business Opportunities

(FedBizOpps). However, time may not permit requests to be answered if received by the above addressee within 10

CALENDAR DAYS of the due date for offers as specified in this solicitation. Solicitation changes will be made via

Amendment and posted to FedBizOpps.

The Government intends to award without discussions; therefore, offerors should submit their most favorable pricing at time of submission. However, the Government reserves the right to enter discussions should the need arise.

PROPOSAL SUBMISSION REQUIREMENTS

1. RFP Submissions - Proposals shall be submitted according to the following: Electronic and hard copies of the proposal shall be submitted by the due date specified to Mrs. Sonya Barker and Mr. Pat Edward Filer, via the email/ addresses listed above in a format that can be read and edited by Microsoft (MS) Word 2000, MS Excel 2000, MS

Project 2000, and MS PowerPoint 2000 (or newer versions thru MS Office 2007). In the event hard copy and soft copy content conflict, soft copies will take precedence over hard copies. For submission purposes, electronic copies will be considered the official copy.

(a)Proposals to include all attachments shall be received by 12:00 pm CENTRAL TIME on 24 APRIL 2014.

2. Hand Carried Proposals – ACCESS TO SCOTT AFB FOR DELIVERY OR HAND CARRIED PROPOSAL -

Offerors are cautioned that when hand carried proposals to the depository (508 Scott Drive, Building 1900W, Suite

1123, Scott AFB, IL 62225) those individuals not affiliated with this installation must obtain visitor’s passes prior to entrance. Offerors should contact Sonya Barker for a Visitor’s Pass that can be picked up at the Visitor Center. The

Visitor Center is located at the Shiloh Gate. Some delays can be anticipated for visitors to process through the

Visitor Center and Offerors should allow sufficient time to obtain visitors’ passes in order that they may arrive at the depository to submit their proposal within the time frame specified by the Contracting Officer.

Late proposals will be processed in accordance with the provision entitled “Submission, Modification, Revision, and

Withdrawals of Proposals”, Federal Acquisition Regulations (FAR) 52.215-1(c)(3).

PROPOSAL PREPARATION INSTRUCTIONS

1. Guidelines

(a) The Offeror’s response to this solicitation shall include a proposal. The proposal (“offer”) as the term is defined and used in FAR 2.101 means a response to a solicitation that, if accepted, would bind the offeror to perform the resultant contract. In addition to its offer, each Offeror must provide “Past Performance Information”. Past

Performance Information consists of contracts of similar scope and size to this acquisition, a Past Performance

Reference Sheet, a Past Performance Log, and Past Performance/Questionnaires completed on each contract.

(b) This section provides general guidance for preparing proposals and Past Performance Information as well as specific instructions on the format and content of proposals and Past Performance Information. Offerors’ proposals and Past Performance Information must include all data and information requested by this solicitation and submitted in accordance with these instructions. Non-conformance with the specific organization, content, and page limitations may result in mis-evaluation of proposals; or depending on the magnitude of the non-conformance, the proposals may be eliminated from further consideration. Telegraphic offers will not be considered.

(c) The proposal and Past Performance Information shall be clear, concise, and include sufficient detail to enable the Government to fully evaluate and determine the Offeror’s capability to comply with (i.e., meet or exceed) all requirements identified in this solicitation. The proposal information should not simply rephrase or restate the

PWS, but should provide convincing rationale to address how the Offeror intends to meet the requirements of the solicitation. In responding to the specific tasks set forth in the solicitation, Offerors are encouraged to highlight the unique features (strengths) of their approach to meeting/exceeding PWS requirements.

2. Organization/Number of Copies/Markings

(a) Organization – The proposal shall be structured into seven (7) volumes with maximum page limits as indicated below. Each volume shall be written to the greatest extent possible on a stand-alone basis so that its contents may be evaluated with a minimum of cross referencing to other parts of the proposal. Each volume shall contain a glossary of all abbreviations and acronyms used within that volume, with an explanation for each. The

Offeror shall ensure that no cost or pricing data is included in the Technical Proposal, Volume 1. The maximum page limit for each volume includes all text pages, tables, foldouts, graphs, and other types of illustrative material. Cover sheets and glossaries do not count against the page limits for the respective volumes. The page limitations listed below are absolute maximums and not planning goals. Excess pages exceeding the maximum limits will not be read or considered in the evaluation. It is entirely acceptable to submit volumes with fewer pages than the maximum limits.

(b) Number of Copies/Markings

VOLUMES 1 – 7 PROPOSAL PAGE LIMITS COPIES

Volume 1 – Technical

Section 1 – Technical-Indefinite Deliver Indefinite

Quantity (IDIQ) Level 10 pages Original + 5 hard copies

Section 2 – Technical-Task Order 0001 10 pages Original + 5 hard copies

Volume 2 – Staffing

Section 1 – Staffing-Task Order 0001 5 pages Original + 5 hard copies

Volume 3 –Past Performance Information

Section 1 – Past Performance Reference Sheet (Attach 5) 15 total (3 pgs per reference) Original + 5 hard copies

Section 2 – Past Performance Log (Attach 7) 1 page Original + 5 hard copies

Section 3 – Past Performance Questionnaire (Attach 6) No page limit Email submission

Received from References Only

Section 4 – Subcontract Consent (if applicable) 1 page per subcontractor Original + 5 hard copies

Volume 4 – Small Business Proposal

Section 1 – Small Business Subcontracting Plan (Attach 9) No page limit Original + 5 hard copies

Section 2 – Small Business Utilization Plan No page limit Original + 5 hard copies

Volume 5 – Price Proposal

Section 1 – Proposed Labor Rates/Categories for Base & Options (Attach 2) No page limit Original + 5 hard copies

Section 2 – Task Order 0001 CLIN Structure (Attach 11) 2 pages Original + 5 hard copies

Volume 6 – Organizational Conflicts of Interest (OCI)

Mitigation Plan No page limit Original + 5 hard copies

Volume 7 – DD Form 254 (Attach 4) 2 pages Original + 5 hard copies

A complete response to this solicitation shall consist of the required number of copies of the volumes as specified above. One complete hard copy should be clearly marked as “ORIGINAL”. The copies should be marked “COPY

1, etc.”

(c) Pages, Typing and Page Numbering – The contents of the above volumes shall be typed on 8.5 by 11 inch white paper, single side, with one inch margins on all sides. Times New Roman 12 point font shall be used except for figures and diagrams, where small is acceptable as long as it is readable. Foldouts are acceptable and will be counted as multiples of 8.5x11 inch depending on size. Anything between 8.5x11 inch and 11x17 inch counts as two pages, anything between 11x17 inch and 11x25.5 inch counts as three, 17x22 inch counts as four, etc.. All page numbers shall be sequential throughout the volumes and at the bottom of each page. Each page shall identify the

Offeror in the upper right hand corner. Charts, attachments, etc., should be page numbered and may have additional identification such as a chart or attachment number.

(d) Volume Markings. The original proposal, with all volumes, shall be bound in a single three-ring loose leaf binder with allowances made for space to facilitate potential page changes. Each proposal copy, with all volumes, shall be bound into a separate three-ring loose leaf binder for each copy. Staples shall not be used. The binder shall clearly identify the Offeror’s name and RFP identification. A tab/cover sheet shall be applied to each volume to clearly mark the volume/section, title, RFP identification, and Offeror's name.

(e) Proposal Expiration – Offerors’ proposals must be valid for a period of time not less than 180 days from the original submission date.

3. Requests for Information

The Government will make the final determination as to whether a proposal is acceptable or unacceptable, and may accept a proposal as initially submitted without requesting further information from any Offeror. However, should the Government request additional information (via clarification requests/evaluation notices), the Offeror shall include the question(s) with their written response. The Government may request additional information from any

Offeror at any stage of the acquisition for the purpose of clarification and for determining whether discussions should be conducted with the Offeror. The determination to request such additional information from any Offeror, or to conduct further negotiations with any Offeror, shall be at the sole discretion of the Government.

4. Proposal Changes

Offerors shall update proposals (offers) throughout the negotiation (FAR 15.306(d)) process based on such things as

Government clarification and evaluation notices issued to Offerors. Regardless of the number of proposal updates submitted, integrity and clarity of each proposal must be maintained. All proposal updates must meet the following criteria:

(a) Changes to proposal data shall be submitted as complete page changes for each page on which a change occurs.

A solid black line in the right hand margin of the changed page shall be used to identify the lines of text, data, or graphics changed.

(b) Each change page will contain a revision number and date of each affected page. Changes shall be numbered sequentially, beginning with Change 1.

(c) Change pages must be submitted which maintain the separation of pricing data as specified for the original proposal submission.

5. Proposal Content

The Offeror's proposal shall respond to all requirements of this solicitation clearly and completely. It is the Offeror's responsibility to ensure information supplied by its subcontractors is accurate and unambiguous. Offerors who fail to respond adequately, or fail to clarify or correct their proposals after having been notified by the Government, may be eliminated from the source selection process without further discussions. Promotional or marketing brochures submitted by the Offeror will not be evaluated.

Volume 1 through 7, Proposal Submission Requirements, in Order

1. Technical

Technical Approach for IDIQ: Offerors shall submit a sound plan for accomplishing the requirements of the IDIQ

PWS. The plan should provide a logical approach that ensures timely support and completion for all tasks as described in the PWS.

Technical Approach for Task Order 0001: Offerors shall submit a sound plan for accomplishing the requirements of the PWS for Task Order 0001. The plan should provide a logical approach that ensures timely support and completion for all tasks as described in the PWS.

2. Staffing

Staffing Approach for Task Order 0001: Offerors shall submit a staffing approach for Task Order 0001 in a personnel matrix which identifies the personnel resources given the Offeror’s technical approach for performing the

PWS tasks for Task Order 0001. The matrix shall correlate each labor category by hours to each PWS task and subtask.

3. Past Performance

Offerors may submit no more than five (5) examples of Government or commercial contracts/work efforts which they consider relevant, which are currently being performed or were performed within the last three (3) years (of the proposal due date), and which demonstrate their ability to perform the work identified in the past performance areas identified below. Offerors should provide a clear explanation of the relevancy of each example submitted; however, the Government will not be bound by those statements in making its own relevancy determinations as set out below.

Utilizing the Past Performance Reference Sheet (Attachment 5), offerors are required to provide a Point of Contact for each of the examples provided below. Ensuring inclusion of the POC name, phone number and e-mail address, if available. Offerors should address all past performance areas noted below, but each individual example does not need to reflect performance in all identified areas. However, the Government’s consideration of a reference will increase as the number of performance areas reflected within a single reference increases. References shall cover performance in the following areas as it relates to the Department of Defense (DOD) transportation and distribution management process and systems and Working Capital Funds as identified in the PWS:

(a) Experience with the methodology in implementing, designing, and creating assertion work products for achieving the department-wide OUSD(C) FIAR objectives and understanding the goals, priorities, and strategy to become audit ready within required timelines.

(b) Experience with Working Capital Funds billing rate development, structure, and the operational and financial systems that collect, support and provide the data used in their development.

(c) Experience in maintaining and revising Teradata data warehouse loading processes, data mart transformation and cleansing scripts, ad hoc queries, and metadata modeling as well as IBM Cognos PowerCube development and maintenance.

(d) Experience with Accounting and Management System programs and Financial Systems as well as experience in asset management concepts in order to gather, analyze and communicate financial system requirements and migration of financial data.

(e) Experience providing acquisition cost research and analysis support, and acquisition financial management and program analysis support for DOD acquisition program management offices in accordance with DODI 5000.01 and

DODI 5000.02, plus acquisition-related portions of DOD Financial Management Regulation 7000.14-R and related

Air Force Financial Management Instructions and cost guidance (e.g., AFI 65-508 and AFI 65-509).

Subcontractor consents (if applicable). Past performance information pertaining to a subcontractor cannot be disclosed to the prime offeror without the subcontractor's consent. With your proposal response, provide a letter from your principal subcontractor(s) that will perform major or critical aspects of the requirement consenting to the release of their past performance information to the prime contractor.

In addition to past performance information submitted by the offeror, past performance information may be obtained through the (1) Past Performance Information Retrieval System (PPIRS), (2) Questionnaires tailored to the circumstances for this acquisition, and (3) other sources known to the Government.

Offerors are responsible for ensuring Past Performance Questionnaires are provided to the appropriate POC on

Attachment 6 Past Performance Questionnaires for each of the Government or commercial contracts referenced.

Utilizing Attachment 7 Past Performance Log, offerors are required to submit contact information for each contract used as a reference including the POC name, phone number, and email address. Past Performance Questionnaires will only be accepted for the five references provided on Attachment 7.

4. Small Business Proposal

Small Business Subcontracting Plan applies to large businesses only. Offerors shall submit a Small Business

Subcontracting Plan in accordance with FAR 19.7, FAR 52.219-9, DFARS 219.7, and DFARS 252.219-7003. The following subcontracting goals are provided to assist in the development of Small Business Subcontracting Plan target goals:

Small Business (SB) - 40% of total domestic subcontracting dollars

Small Disadvantaged Business (SDB) - 5% of total domestic subcontracting dollars

Veteran Owned SB (Includes SDVOSB) - 4% of total domestic subcontracting dollars

Service Disabled Veteran Owned SB - 3% of total domestic subcontracting dollars

HUBZone SB - 3% of total domestic subcontracting dollars

Woman Owned SB - 3% of total domestic subcontracting dollars

Small Business Utilization Plan applies to both large and small businesses. Offerors shall submit a Small Business

Utilization Plan which identifies the offeror’s approach to utilizing all small business concerns (Small Disadvantaged

Business, Women-Owned Small Business, HUBZone Small Business, Veteran-Owned Small Business and Service-

Disabled Veteran Owned Small Business) in the performance of this contract. The Small Business Utilization Plan shall be consistent with the offeror’s Small Business Subcontracting Plan, if required. In describing its Small

Business Utilization Strategy, the offeror shall:

(1) Describe the extent of participation of Small Business concerns under this contract, to include a detailed description of the services to be performed by each Small Business concern subcategory proposed. For each Small

Business concern identified in the plan, provide the Small Business concern’s Commercial and Government Entity

(CAGE) code, or if the Small Business concern is not registered in the System for Award Management (SAM), as a minimum, the offeror shall provide evidence of the Small Business concern’s self-certification in accordance with

FAR 19.703(b) as a Small Business concern.

(2) Provide goals, expressed as dollars and percentages of total contract values and dollars and percentages of total domestic subcontracting values for each category of Small Business category concern included in Para (1) above as in the format depicted below.

Offeror Name

Total Proposed Contract Value

(including options) “A”

$ A

Total Amount to be Sub-

Contracted “B”

$ B

$ to be Sub-

Contracted

% of Total

Contract

Value

Amount to be Sub-

Contracted

Large Business “C” C (C / A) (C / B = XX%)

Small Business (SB) “D” D (D / A) (D / B = XX%)

Total 100%

Small Business (SB) Concern

Subcategories (the sum of these small business subcategories will not necessarily equal the Small Business total above):

$ to be Sub-

Contracted

Contract

Value

% of Total Amount to be Sub- Contracted

Small Disadvantaged E (E / A) (E / B = XX%)

Women-Owned SB F (F / A) (F / B = XX%)

HUBZone SB G (G / A) (G / B = XX%)

Veteran-Owned SB (VOSB) H (H / A) (H / B = XX%)

Service-Disabled VOSB I (I / A) (I / B = XX%)

(3) Describe your proposed efforts to ensure the resulting contract meets or exceeds proposed contract Small

Business subcontracting goals.

(4) Demonstrate (Applies to Large Businesses Only) that the proposed Small Business Utilization Strategy is consistent with your proposed Small Business Subcontracting Plan.

(5) If the offeror is a participant in the DOD Comprehensive Subcontracting Test Program specified in DFARS

219.7, the offeror shall describe how Small Business participation on this contract will contribute to its overall

Comprehensive Subcontracting plan goals.

5. Price Proposal

Offerors shall submit proposed labor categories and fully burdened labor rates using Attachment 2 Labor

Rates/Categories for the base period and all option periods for all tasks at the IDIQ level. These labor rates will be used when preparing proposals for future task orders.

Using Attachment 11 Task Order 0001 CLIN Structure, offerors shall submit pricing on Task Order 0001 for all tasks at the base period and each option period. The offeror shall also submit a matrix that shall list labor categories, labor hours, and fully-burdened labor rates to be proposed.

6.Organizational Conflicts of Interest

Submission Requirement Organization Conflict of Interest (OCI): The Contractor’s attention is directed to FAR, Subpart 9.5, “Organizational and Consultant Conflicts of Interest.”

The Offeror shall represent within the proposal that, to the best of the Offeror’s knowledge, there are no relevant facts or circumstances concerning any past, present, or potential contracts or financial interest relating to the work to be performed, which could give rise to an organizational conflict of interest, as described in FAR, Subpart 9.5. In the event an actual or potential organizational conflict of interest exists, the Offeror shall instead, (1) identify the relevant facts or circumstances concerning any past, present, or potential contracts or financial interest relating to the work to be performed, and (2) submit a mitigation plan to the Contracting Officer with the proposal, that effectively demonstrates how the Offeror will mitigate any actual or potential organizational conflict of interest while supporting this contract and any other USTRANSCOM contract. As a part of the proposal, the Offeror shall provide the Contracting Officer with information of previous or ongoing work that is in any way associated with this solicitation.

The Contracting Officer will review mitigation plans to determine whether award to the Offeror is consistent with

FAR, Subpart 9.5. If the Contracting Officer determines that no conflict would arise or that the mitigation plan adequately protects the interest of the Government, the Offeror will be eligible for award. If the Contracting Officer determines that the mitigation plan is inadequate, remedial actions will be considered, including elimination from the solicitation process, termination of related contract efforts already awarded, or negotiation of the mitigation plan.

The above restrictions shall be included in all subcontracts, teaming arrangements, and other agreements calling for performance of work which is subject to the organizational conflict of interest restrictions identified in these provisions.

The Government reserves the right, in case of a breach, misrepresentation or nondisclosure, to terminate the resultant contract, disqualify the Offeror from subsequent related contractual efforts, or pursue any remedy permitted by law, regulation or the terms and conditions of this solicitation.

7. DD Form 254

SECURITY REQUIREMENTS. Submission of a DD Form 254 is required.

The Contractor will require access to Government information in the performance of this contract. The Contractor may be required to have access to information classified at the SECRET level. The Contractor will require access to secured buildings requiring SECRET level clearance for unescorted access. The Contractor shall not divulge any information, including but not limited to, financial, planning, programming, or budgeting information without the express consent of the Government. The Contractor shall observe and comply with security provisions at Scott

AFB, USTRANSCOM, and any other government installations where performance is required. Identification badges shall be worn and displayed at all times. Contract Security Classification Specification, DD Form 254, is required. Contractors shall complete Block 6a-c of the DD Form 254 (see Attachment 4 of Solicitation).

ADDENDUM TO FAR 52.212-2

FAR 52.212-2 IS SUPPLEMENTED AS FOLLOWS:

The Government will conduct a Best Value source selection in which the Source Selection Evaluation Board (SSEB) will evaluate offers based on the submitted technical approach, staffing approach, past performance, small business proposal, and price.

(1) TECHNICAL CAPABILITY

Subfactor 1: Technical for IDIQ Level

Subfactor 2: Technical for Task Order 0001

(2) STAFFING FOR TASK ORDER 0001

(3) PAST PERFORMANCE

(4) SMALL BUSINESS PROPOSAL

Subfactor 1: Small Business Subcontracting Plan

Subfactor 2: Small Business Utilization Plan

(5) PRICE

Award will be made to the Offeror whose proposal conforms to the requirements specified in the Request for

Proposal (RFP) and which provides the best value to the Government, cost and non-price factors considered.

The Government intends to award a single IDIQ contract as well as Task Order 0001, both with a period of performance (POP) start date of 1 August 2014. Award will be made to the offeror who is deemed responsible in accordance with the Federal Acquisition Regulation, as supplemented, whose proposal conforms to the solicitation requirements (to include all terms, conditions, representations, certifications, and all other information required by the solicitation), and is judged, based on the evaluation factors, to represent the best value to the Government. This may result in an award to a higher rated, higher priced offeror, where the decision is consistent with the evaluation factors. However, the Government will not pay a price premium that it considers to be disproportionate to the benefits associated with the proposed margin of service superiority. Therefore, the Government will award a contract to the offeror considered to be the best value, all factors considered, given their relative order of importance.

The Government reserves the right to award no contract at all depending on the quality of the proposals submitted and subject to availability of funds. The Contracting Officer may limit the competitive range for purposes of efficiency.

(1) Technical Capability

The two technical subfactors are of equal importance. Strengths, weaknesses, significant weaknesses, and deficiencies may be assigned to the offerors’ Technical proposal. The technical ratings evaluates the quality of the offeror’s technical solution for meeting the Government’s requirement. Offerors will be given color ratings for each of the two technical subfactors as documented in Table 1.

Table 1 – DOD Color Ratings

COLOR RATING DESCRIPTION

Blue Outstanding

Proposal meets requirements and indicates an exceptional approach and understanding of the requirements. The proposal contains multiple strengths and no deficiencies.

Purple Good

Proposal meets requirements and indicates a thorough approach and understanding of the requirements. Proposal contains at least one strength and no deficiencies.

Green Acceptable

Proposal meets requirements and indicates an adequate approach and understanding of the requirements. Proposal has no strengths or deficiencies.

Yellow Marginal

Proposal does not clearly meet requirements and has not demonstrated an adequate approach and understanding of the requirements.

Red Unacceptable Proposal does not meet requirements and contains one or more deficiencies and is unawardable.

“Strength” is an aspect of an offeror’s proposal that has merit or exceeds specified performance or capability requirements in a way that will be advantageous to the Government during contract performance. “Weakness” means a flaw in the proposal that increases the risk of unsuccessful contract performance. A “significant weakness” in the proposal is a flaw that appreciably increases the risk of unsuccessful contract performance. A “deficiency” is a material failure of a proposal to meet a Government requirement or a combination of significant weaknesses in a proposal that increases the risk of unsuccessful contract performance to an unacceptable level.

Technical Risk: Assessment of technical risk, which is manifested by the identification of weakness(es), considers potential for disruption of schedule, increased costs, degradation of performance, the need for increased Government oversight, or the likelihood of unsuccessful contract performance. The risk rating considers the risk associated with the technical approach in meeting the requirement. Offerors will be given a risk rating for each of the two subfactors as documented in Table 2.

Table 2 – Technical & Staffing Risk Ratings

RATING DESCRIPTION

Low

Has little potential to cause disruption of schedule, increased cost or degradation of performance. Normal contractor effort and normal

Government monitoring will likely be able to overcome any difficulties.

Moderate

Can potentially cause disruption of schedule, increased cost or degradation of performance. Special contractor emphasis and close

Government monitoring will likely be able to overcome difficulties.

High

Is likely to cause significant disruption of schedule, increased cost or degradation of performance. Is unlikely to overcome any difficulties, even with special contractor emphasis and close Government monitoring.

(2) Staffing

Strengths, weaknesses, significant weaknesses, and deficiencies may be assigned to the offerors’ Staffing Approach.

The staffing ratings evaluate the quality of the offeror’s staffing solution for meeting the Government’s requirement.

Offerors will be given color ratings for Staffing Approach as documented in Table 1.

Staffing Risk: Assessment of staffing risk, which is manifested by the identification of weakness(es), considers potential for disruption of schedule, increased cost, degradation of performance, the need for increased Government oversight, or the likelihood of unsuccessful contract performance. The risk rating considers the risk associated with the staffing approach in meeting the requirement. Offerors will be given a risk rating for staffing approach as documented in Table 2.

(3) Past Performance

Utilizing the Past Performance Reference Sheet (Attachment 5), offerors are required to provide a Point of Contact for each of the examples provided below. Ensuring inclusion of the POC name, phone number and e-mail address, if available. Offerors should address all past performance areas noted below, but each individual example does not need to reflect performance in all identified areas. However, the Government’s consideration of a reference will increase as the number of performance areas reflected within a single reference increases. References shall cover performance in the following areas as it relates to the Department of Defense (DOD) transportation and distribution management process and systems and Working Capital Funds as identified in the PWS:

(a) Experience with the methodology in implementing, designing, and creating assertion work products for achieving the department-wide OUSD(C) FIAR objectives and understanding the goals, priorities, and strategy to become audit ready within required timelines.

(b) Experience with Working Capital Funds billing rate development, structure, and the operational and financial systems that collect, support and provide the data used in their development.

(c) Experience in maintaining and revising Teradata data warehouse loading processes, data mart transformation and cleansing scripts, ad hoc queries, and metadata modeling as well as IBM Cognos PowerCube development and maintenance.

(d) Experience with Accounting and Management System programs and Financial Systems as well as experience in asset management concepts in order to gather, analyze and communicate financial system requirements and migration of financial data.

(e) Experience providing acquisition cost research and analysis support, and acquisition financial management and program analysis support for DOD acquisition program management offices in accordance with DODI 5000.01 and

DODI 5000.02, plus acquisition-related portions of DOD Financial Management Regulation 7000.14-R and related

Air Force Financial Management Instructions and cost guidance (e.g., AFI 65-508 and AFI 65-509).

Subcontractor consents (if applicable). Past performance information pertaining to a subcontractor cannot be disclosed to the prime offeror without the subcontractor's consent. With your proposal response, provide a letter from your principal subcontractor(s) that will perform major or critical aspects of the requirement consenting to the release of their past performance information to the prime contractor.

In addition to past performance information submitted by the offeror, past performance information may be obtained through the (1) Past Performance Information Retrieval System (PPIRS), (2) Questionnaires tailored to the circumstances for this acquisition, and (3) other sources known to the Government.

Offerors are responsible for ensuring Past Performance Questionnaires are provided to the appropriate POC on

Attachment 6 Past Performance Questionnaires for each of the Government or commercial contracts referenced.

Utilizing Attachment 7 Past Performance Log, offerors are required to submit contact information for each contract used as a reference including the POC name, phone number, and email address. Past Performance Questionnaires will only be accepted from the five references provided on Attachment 7.

The Government will first determine if the effort is considered recent, which means the effort was performed within the last three years (of the proposal due date). Then the Government will determine the relevancy of each effort submitted. The following ratings will be used in evaluating the relevancy of the offerors’ past performance:

Very Relevant. Present/past performance effort involved essentially the same scope and magnitude of effort and complexities this solicitation requires.

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

Somewhat Relevant. Present/past performance effort involved some of the scope and

Not Relevant. Present/past performance effort involved little or none of the scope and

Past Performance will be evaluated as a measure of the Government’s confidence in the offeror’s and principal subcontractor’s ability to successfully perform based on previous and current contracts. The relevancy of each reference will be considered in the overall confidence assessment rating for the offeror. One of the following confidence assessment ratings will be assigned to each offeror:

Substantial Confidence. Based on the offerors recent/relevant performance record, the

Government has a high expectation that the offeror will successfully perform the required effort.

Satisfactory Confidence. Based on the offerors recent/relevant performance record, the

Government has a reasonable expectation that the offeror…