HTC711-19-R-R004,_GHC_Amend_01_SF30.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

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

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

30-105-04 EXCEPTION TO SF 30

APPROVED BY OIRM 11-84

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

FAR (48 CFR) 53.243

See Summary of Changes on page 2.

1. CONTRACT ID CODE PAGE OF PAGES

J 1 14

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

16C. DATE SIGNED

BY 04-Oct-2019

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

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

8. NAME AND ADDRESS OF CONTRACTOR (No., Street, County, State and Zip Code) X HTC71119RR004

X 9B. DATED (SEE ITEM 11)

13-Sep-2019

10B. DATED (SEE ITEM 13)

9A. AMENDMENT OF SOLICITATION NO.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

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

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

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

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

12. ACCOUNTING AND APPROPRIATION DATA (If required)

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

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

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

CONTRACT ORDER NO. IN ITEM 10A.

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

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

D. OTHER (Specify type of modification and authority)

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

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

10A. MOD. OF CONTRACT/ORDER NO.

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

6. ISSUED BY

3. EFFECTIVE DATE

04-Oct-2019

CODE

USTRANSCOM-AQ - HTC711

508 SCOTT DR

SCOTT AFB IL 62225-5357

HTC711 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODE CODE

EMAIL: TEL:

HTC71119RR004

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION SF 1449 - CONTINUATION SHEET

SOLICITATION/CONTRACT FORM

The standard size code has changed from $16,500,000 to $30,000,000.

The required response date/time has changed from 28-Oct-2019 12:00 PM to 12-Nov-2019 08:00 AM.

SUMMARY OF CHANGES

The purpose of this amendment is to incorporate the following revisions:

1. Revised the proposal due date from 12:00 PM CDT, 28 October 2019 to 8:00 AM CST, 12 November

2019;

2. Revised FAR 52.212-1, General Information, Volume I – Business Proposal and Volume II – Technical

Capability Proposal;

3. Revised FAR 52.212-2, Factor 2 – Technical Capability, Factor 3 – Past Performance, and Factor 4 - Price;

4. Revised FAR 52.216-19 Order Limitations, paragraphs (b)(2) and (3);

5. Revised Appendix A – Transition Phase-In Phase-Out, pages A-4, A-5, A-6, and A-7;

6. Revised Appendix B – Required Reports, paragraph B.14.;

7. Revised Appendix E – Claims and Liability Rules, paragraph E.9.;

8. Revised Attachment 2 – Pricing Rate Table, tabs 1a) Directions, 3d) Other International Prices, and 4a)

Mgmt., Coun., Trans. Prices;

9. Revised Attachment 2b – Non-Standard Rate Areas, pages 1 and 2;

10. Revised Attachment 4 – Award Term Plan, pages 3 and 5;

11. Revised Attachment 5 – Past Performance Questionnaire, pages 1 and 3; due to the administrative nature of the PPQ revisions, the initial PPQ posted with the solicitation will continue to be accepted;

12. Revised Attachment 9 - Small Business Participation Commitment Document, replaced in its entirety;

13. Removed Attachment 11 – BCG Non-Disclosure Agreement;

14. Revised List of Attachments; and

15. Corrected NAICS 488510 size standard to $30,000,000.

All changes are indicated in strikethrough and blue font.

All other terms and conditions remain unchanged as a result of this amendment.

The following have been modified:

ADDENDUM TO FAR 52.212-1

ADDENDUM TO FAR 52.212-1 – INSTRUCTIONS TO OFFERORS – COMMERCIAL ITEMS

FAR 52.212-1 Paragraph (a) is tailored to read as follows:

(a) North American Industry Classification System (NAICS) code and small business size standard. The

NAICS code and small business size standard for this acquisition appear in Block 10 of the solicitation cover sheet (SF 1449).

FAR 52.212-1 Paragraph (b) is tailored to read as follows:

(b) Submission of offers. Submit signed and dated offers to the office specified in this solicitation at or before the exact time specified in this solicitation. Offers shall be submitted on the SF 1449. The Offeror shall submit signed and dated offers to the address identified below at or before the offer due date/local time identified in Block 8 of the Standard Form (SF) 1449.

Mr. Andrew McClain; andrew.s.mcclain2.civ@mail.mil

Ms. Paige Brown; paige.e.brown20.civ@mail.mil

(1) through (11) remain unchanged.

(12) The Government requires support to provide the services identified in the Performance Work

Statement (PWS) attached to this solicitation. Offerors are to provide a proposal in accordance with the instructions herein.

General Information.

(A) Proposals shall be clear, concise, and include sufficient detail for effective evaluation and to substantiate the stated information. Proposals shall not rephrase or restate the Government’s requirements, but 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 company or experience and will use this information to evaluate the offer.

(B) Offerors shall submit their proposals in four (4) separate volumes as identified below:

Volume I: Business Proposal

Volume II: Technical Capability Proposal

Volume III: Past Performance Proposal

Volume IV: Price Proposal

Offerors shall submit proposals via DoD Secure Access File Exchange (SAFE) https://safe.apps.mil/.

Offerors shall request a “Drop-off Request Code” NLT 48 12:00 PM CST, 8 November 2019, hours prior to proposal submission deadline by emailing Andrew McClain at andrew.s.mcclain2.civ@mail.mil and Paige Brown at paige.e.brown20.civ@mail.mil. An email from DoD SAFE will be sent with a request code authorizing offerors to Drop-Off documents. Hard copy, facsimile, or emailed proposals WILL NOT be accepted.

(C) Each volume shall include a cover page including Offeror name, title of the proposal, volume number, and solicitation number. Provide a table of contents with sufficient detail to easily allow the location of important elements.

(D) Page Limitations. Proposals shall be submitted on 8 ½ by 11 inch paper with no less than one inch margins on all sides. The page limits are inclusive of any charts, diagrams, and/or other graphics. The cover page and table of contents are excluded from the page limitation. All pages shall be numbered. The font shall be Times

New Roman and no smaller than 12 point except for figures, tables and diagrams, where smaller point Times New

Roman font is acceptable as long as it is readable.

Volume I: No page limitation.

Volume II: Limited to 100 pages.

Volume III: Limited to 20 pages. Page limit does not include the questionnaire or consent letters.

Volume IV: No page limitation.

(E) Proposal Preparation Costs. This solicitation does not commit the Government to pay any costs incurred in the preparation and submission of the Offeror’s proposal or in making any necessary studies for the preparation thereof, or for any visit the Contracting Officer may request for the purpose of clarification of the proposal or for preparation of negotiations. By the submission of its offer, the Offeror assumes all associated costs.

mailto:andrew.s.mcclain2.civ@mail.mil mailto:paige.e.brown20.civ@mail.mil https://safe.apps.mil/ mailto:andrew.s.mcclain2.civ@mail.mil mailto:paige.e.brown20.civ@mail.mil

Volume I – Business Proposal. The Business Proposal shall include all documents/information required by the solicitation but is not part of the Technical Capability, Past Performance or Price Proposal Volumes. This includes all documents requiring signature or completion by the Offeror. The Business Proposal shall comply with the instructions below. Offerors shall identify the individuals authorized to negotiate with the Government and obligate their company contractually. Only an authorized official of the firm shall sign the required documents.

(A) The offer shall be submitted on the SF 1449, Solicitation/Contract/Order for Commercial Items.

Offerors shall complete blocks 12, 17a, and 30 a, b, and c of the SF 1449. Offerors shall ensure the information in

Block 17a is consistent with the company information in the System for Award Management (SAM). Complete

Block 17b, if applicable. In addition, offeror shall complete FAR Clause 52.209-7 Information Regarding

Responsibility Matters (Oct 2018), FAR Clause 52.212-3 Offeror Representations and Certifications - Commercial

Items (Oct 2018) Alternate I (Oct 2014), and FAR Clause 52.222-56 Certification Regarding Trafficking in

Persons Compliance Plan (Mar 2015). The Offeror shall also provide signed copies of all solicitation amendments, if applicable.

(B) The Offeror shall complete/submit the Offeror Information Sheet, Attachment 7 of this solicitation.

(C) Organizational Conflict of Interest (OCI). As required by FAR 9.5, the Government will ensure no organizational conflicts of interest are present. If any such conflict of interest is found to exist, the Contracting

Officer may disqualify the Offeror or determine that it is otherwise in the best interests of the United States to contract with the Offeror and include the appropriate provisions to avoid, neutralize, mitigate, or waive such conflict in the contract awarded. The Offeror shall provide the Contracting Officer with complete information of any previous or ongoing work that is in any way associated with this acquisition, or related acquisitions. The

Offeror shall submit a mitigation plan that addresses actual or perceived conflicts of interest related to the services required by this effort for Government review. The Government will conduct an independent assessment review of any submitted OCI Mitigation Plan to determine if any actual or perceived OCI exists and what further actions are necessary, if any. Additionally, the Government will monitor contract performance for emerging areas of conflict of interest and take action considered necessary to avoid, neutralize, or mitigate conflicts. If the Offeror believes there is no OCI, a statement as such shall be included.

(D) Financial Questionnaire. Offerors shall complete the Financial Information Questionnaire

(Attachment 6) in its entirety and submit the completed questionnaire along with the requested company organizational chart and release of information authorization letter with your proposal. NOTE: As an alternative to the Financial Capability Questionnaire process described above, publicly traded companies may submit a copy of the U.S. Securities and Exchange Commission Form 10-K.

(E) Small Business (SB).

1. Small Business Subcontracting Plan (Applies to Large Businesses Only). Offerors who certify as a large business concern shall submit a Small Business Subcontracting Plan at time of proposal submission. The contents of the Offeror's proposed Small Business Subcontracting Plan shall be compliant to the requirements stated in FAR 19.704, FAR Clause 52.219-9 (Deviation 2018-O0018 and 2019-O0005), DFARS 219.7, and

DFARS Clause 252.219-7003. Attachment 8 of the solicitation may be used as a template for developing a Small

Business Subcontracting Plan.

The Offeror’s plan shall address all elements stated in FAR 19.704(a)(1) through (15) and include goals focusing on the types of services and dollars to be subcontracted to small business concerns for this particular acquisition. The Contracting Officer will review the Small Business Subcontracting Plan’s information, goals, and assurances to ensure all have been addressed in the plan. Once the Contracting Officer has determined the Small

Business Subcontracting Plan is compliant to the subcontracting plan requirements, it shall be incorporated into and made a material part of the contract.

The following matrix contains suggested subcontracting target goals only and are provided to assist the

Offerors in the development of Small Business Subcontracting goals for this acquisition. Offerors are encouraged to propose percentage goals greater than those listed.

CATEGORY TARGET GOAL

Small Business 23%

Small Disadvantaged Business 5%

Women-Owned Small Business 5%

Veteran-Owned Small Business 3%

Service-Disable Veteran Owned Small Business 3%

HUBZone Certified Small Business 3%

2. Small Business Participation Commitment Document (Applies to both Small and Large Business

Concerns). The Offeror shall submit a completed Small Business Participation Commitment Document

(Attachment 9). The document shall identify the Offeror’s commitment to utilizing small business concerns

(Small Business, Small Disadvantaged Business, Woman Owned Small Business, HUBZone Small Business, Veteran Owned Small Business and Service Disabled Veteran Owned Small Business) in the performance of this contract.

Offeror’s proposed utilization of small business concerns identified on the Small Business Participation

Commitment Document shall be monitored as a measure of contract compliance. The Contracting Officer will periodically request actual achieved Small Business goals to validate utilization.

(F) Boston Consulting Group (BCG) Non-Disclosure Agreement. Offerors shall complete and execute the BCG Non-Disclosure Agreement (Attachment 11) and submit the document with your proposal.

Volume II: Technical Capability Proposal. This volume shall address Offeror’s Technical Capability approach and requires Offeror to thoroughly be demonstrated that its technical approach demonstrates that it has the technical knowledge to accomplish tasks contained in the Performance Work Statement (PWS). To this end, the

Offeror is cautioned not to simply reiterate the tasks contained in the PWS; instead, the Offeror must use this opportunity to demonstrate that it has the technical knowledge to meet the PWS requirements. Again, by more than a reiteration of the PWS. merely rRepeating the PWS without sufficient elaboration will not be acceptable.

T h i s m e a n s s Statements such as “the Offeror understands,” “can or will comply with all the requirements of the

PWS,” or “standard procedures will be employed,” do not provide information which enables the evaluation team to evaluate the Offeror’s Technical Capability Proposal are insufficient. The Technical Capability Proposal shall exclude any reference to the price aspects of the proposal.; however, the offeror should emphasize the areas of their proposal that will specifically result in improved service to the customer, and/or a reduction in cost to the

Government. Offeror shall demonstrate its understanding of the work associated with each sub-factor as described below.

(A) Sub-Factor 1 – Operational Approach. The Offeror shall submit a detailed operational approach

(in paragraph format) which demonstrates how the Offeror will meet all the PWS requirements identified below:

1. Personnel Administration – PWS paragraphs 1.2.1., specifically and 1.2.3.:

Workforce training program (1.2.1.2.)

a. Approach to train and qualify workforce in their assigned duties (1.2.1. and all subparagraphs with the exception of paragraph 1.2.1.2.2.)

b. Customer Support (1.2.3.)

2. Pre-Move Services – PWS paragraph 1.2.5., specifically:

a. Methods for providing accurate and timely entitlement and shipment counseling (1.2.5.2. and all subparagraphs)

b. Customer scheduling, including changes and communication flow throughout the move

(1.2.5.1. and 1.2.5.3., 1.2.5.3.1, 1.2.5.3.2, 1.2.5.3.3, and 1.2.5.3.4 and all subparagraphs)

3. Physical Move Services – PWS paragraph 1.2.6., specifically:

a. Shipment inventory methodology (1.2.6.1.)

b. Meeting or improving upon the maximum transit times included in PWS, Appendix C

(1.2.6.9.). Offeror shall complete the Transit Time Tables Spreadsheet File embedded in

PWS, Appendix C(i). Transit Time Tables are excluded from the page limitation.

c. Packing/loading (1.2.6.3. and 1.2.6.4. and all subparagraphs)

d. Shipment preparation for non-temporary storage (NTS) (1.2.6.6.)

e. Pickup of shipments (1.2.6.7. and all subparagraphs)

f. Transport of shipments (1.2.6.9., 1.2.6.12., and 1.2.6.14.)

g. Delivery of HHG shipments (1.2.6.15.)

h. Storage (1.2.6.16.)

4. Post-Move Services – PWS paragraph 1.2.7., specifically:

a. Claims adjudication, customer payout options, and how transfer of claims to the Military

Claims Office (MCO) will be minimized (1.2.7.2.1., 1.2.7.2.2, 1.2.7.2.3, and 1.2.7.2.4 and all subparagraphs)

(B) Sub-Factor 2 – Capacity and Subcontractor Management. The Offeror shall submit a detailed

Capacity and Subcontractor Management Plan (in paragraph format) which demonstrates how the Offeror will manage capacity and subcontractors throughout contract performance. The Offeror’s Capacity and Subcontractor

Management Plan shall take into consideration the historical data provided in Attachment 10, identifying and describing the following areas in relation to the GHC requirement:

1. Offeror’s approach to secure capacity to manage the Government’s global HHG relocation services requirements (pre-move and physical move) during peak and non-peak seasons, and how the Offeror will leverage DoD volume to improve utilization of that capacity (for high-volume bi-directional channels, or other methods resulting in improved utilization);.

2. Offeror’s approach to solicit requirements to subcontractors (if applicable) and the selection criteria for award during peak and non-peak seasons, to include specifically how the approach minimizes the necessity for further layers of subcontracting of physical move activities wherever possible;.

3. Offeror’s approach to manage subcontractor performance, to ensure the highest quality during the move, to include potential corrective actions.; penalties, or incentives—as well as keeping the

Government informed of the aforementioned actions taken to resolve quality issues for specific subcontractors;

4. Offeror’s approach to solicit small business participation to meet or exceed the combined Tier 1, Tier 2 and Tier 3 requirements identified in PWS paragraph 1.2.1.2.2. In addition to the approach, the

Offeror shall also submit a completed Small Business Participation Commitment Document

(Attachment 9). The document shall identify the Offeror’s commitment to the 40% utilization of small business concerns in the performance of this contract in accordance with PWS paragraph 1.2.1.2.2.

The Small Business Participation Commitment Document (Attachment 9) is excluded from the page limitation; and

5. Offeror’s approach to international shipments requiring air and ocean transportation services as identified in PWS paragraph 1.2.6.13.

(C) Sub-Factor 3 – Transition/Volume Phase-In. The Offeror shall submit a detailed

Transition/Volume Phase-In Plan (in paragraph format) which demonstrates how the Offeror will accomplish transition requirements. The Offeror’s Transition/Volume Phase-In Plan shall take into consideration the parameters provided in PWS paragraph 1.2.9 and Appendix A, identifying and describing the following areas in relation to the

GHC requirement:

1. Transition Period: Offeror’s approach to meet the required implementation and transition for establishment of successful IT system connections between the Offeror’s IT system and the

Government’s system, to include proposed interface endpoints, protocols, transport, and payloads, and any other requirements such as training, cyber security, etc.

2. Volume Phase-In Period: Offeror’s approach and associated timelines to be fully operational for complete global HHG relocation services for each of the service areas identified in RFP, Attachment 2, Pricing Rate Table.

(D) Sub-Factor 4 – Information Technology (IT) Services.

1. The Offeror shall submit their technical approach to meet the web-based, mobile access requirements in accordance with PWS paragraph 1.2.2., addressing the following areas in detail:

a. Secure access (1.2.2.);

b. Ease of use (1.2.2.);

c. Mobile application / access (1.2.2.);

d. Simple and complex query capabilities (1.2.2.2.);

e. Data manipulation and output capabilities (1.2.2.2.);

f. Management and performance reporting (PWS 1.2.2.);

g. Track and trace shipments (Shipment Visibility) (1.2.2.3.);

h. Claims management and reporting (1.2.2.5);

i. Ability to upload attachments (1.2.2.); and,

j. Ability to meet system performance, availability, and surge (peak season) utilization requirements (1.2.2. and 1.2.2.4.)

2. The Offeror shall also provide a functional/operational design diagram of the IT system capabilities, including screen-shots/mock-ups and procedures for the following queries: shipping module, storage module, scheduling module, counseling module, claims module, and ITV. The diagram shall also address computing capacity scalability/elasticity, integration, Application Program Interfaces, protocols, payload schemas, and proposed integrations and system functions mapped to the operational activities necessary to complete all primary functions of the business.

3. Technical Capability (Oral Presentations/Demonstrations). After establishment of competitive range, those Offerors remaining in the competition will be contacted and given an opportunity to demonstrate

IT and mobile capabilities to illustrate and amplify those narrated in the written proposal. Oral presentations will be used to augment Offeror's written technical proposal for Sub-Factor 4, IT

Services/Management and will be subject to the same evaluation criteria as the technical capability subfactor Information Technology/Management used for the written proposal. Oral presentations will not substitute for the written portion of the Offeror's technical proposal. Oral presentations will give

Offerors an opportunity to present a relocation use-case from notification of a move to delivery and claims settlement, through the offeror’s commercial system(s), within the context of the Government’s requirements. Demonstration from the Offeror's production, test, or training system is preferred over slides only. The demonstration provides for open dialogue among the parties. Videotaped presentations will be not considered as part of the oral presentations, as they must be conducted in-person. Presenters must be qualified to answer IT questions regarding their presentation as part of the evaluation. Slides may be used outlining the oral process presented. Should a discrepancy between the Offeror’s written technical proposal and the oral presentation exist, the Offeror’s written technical proposal will take precedence.

a. Slides must be Microsoft Office Power Point slides or Adobe PDF (may include embedded media clips, if applicable).

b. Each Offeror will be allowed 15 minutes of set-up time, and demonstration shall be no longer than 60 minutes in duration (total of 1 hr and 15 min per Offeror).

c. Oral presentations will be scheduled by the Government and will take place after the competitive range is established at Scott Air Force Base, IL or in the vicinity.

d. There is no limitation on the number of slides; however, any slides not briefed during the 60 minute presentation will NOT be considered in the evaluation.

e. Commercial internet will be available in the location for oral presentations at a level and quality of service common to hotels.

f. The Offeror's use case shall include a typical domestic move of average size and complexity for the Offeror's current business.

Volume III – Past Performance Proposal.

(A) Past Performance References. The Offeror shall submit no more than three past performance references for the Offeror (Contractor, Joint Venture) for services provided within the previous three calendar years similar in nature to the services described in this solicitation. Additionally, the Offeror shall submit no more than a total of nine subcontractor past performance references within the previous three calendar years. Each reference shall include the following: company/division name, description of service and a detailed narrative of relevance to this requirement, contracting agency, customer, current points of contact to include name, address, telephone number, and e-mail address for each reference, contract type, contract award date and period of performance, contract amount (annually and life cycle), questionnaire log including the name, address, telephone number, and e-mail address for each POC to whom the Past Performance Questionnaire was sent for completion.

The Government may contact the references to verify information and/or gather additional information.

1. Past Performance Questionnaire. Offerors shall complete Section 1 of the Past Performance

Questionnaire (Attachment 5) and send to each of the references included in the proposal. The Past

Performance Questionnaire shall be completed by the cognizant Contracting Officer/Agency the

Offeror contracted with and emailed directly to the Contract Specialist and Contracting Officer. Note:

The Contracting Officer will not accept surveys emailed by the Offeror. Offerors should use every diligent effort to follow-up with each Office/Agency to ensure the Contracting Officer receives the past performance questionnaires no later than the offer due date/time. The responsibility to send out the Past Performance Questionnaire rests solely with the Offeror. Once the questionnaires are completed by your reference points of contact, the information therein shall be considered procurement sensitive and shall not be released to you, the Offeror. Completed Past Performance

Questionnaires should be submitted via email to andrew.s.mcclain2.civ@mail.mil, and paige.e.brown20.civ@mail.mil.

(B) Small Business Past Performance. Offerors shall submit past performance documentation demonstrating the Offeror’s ability to meet small business goals under contracts for which a subcontracting plan was required within the previous three calendar years. If an Offeror failed to meet any small business subcontracting goals within the previous three calendar years, the Offeror must also provide detailed explanation, as to why the goals were not met and what remedies were employed to meet future goals.

(C) Subcontractor Consent (if applicable). Past performance information pertaining to a subcontractor cannot be disclosed to the Offeror without the subcontractor’s consent. Offerors shall provide a letter from any and all proposed subcontractor(s) consenting to the release of their past performance information to the Offeror.

Volume IV – Price Proposal:

(A) Attachment 2, Pricing Rate Table. Offerors shall follow all directions and instructions on all tabs in

RFP Attachment 2, Pricing Rate Table. To be eligible for award, Offerors shall insert a proposed price in all cells which require a proposed rate IAW the instructions in RFP, Attachment 2, Pricing Rate Table. Offerors shall insert

$0 in the applicable cell for any services in which the Offeror is not proposing a price (no charge). Offerors shall not alter the format of Attachment 2, Pricing Rate Table. Price proposals shall be submitted in .xlsx format. Alterations, formula adjustments, cell formatting, adding terms or conditions, may result in your offer being determined non-responsive.

1. In order to protect the Contractor and Government against significant market fluctuations, this requirement includes Economic Price Adjustment (EPA) provisions. The Government-set IHS

Markit Pricing and Purchasing Industry Forecasting Adjustments identified in Attachment 2, Pricing

Rate Table (Tab 5b) are included for purposes of determining a total evaluated price (TEP) only.

Upon award, any applicable EPA will be applied IAW PWS, Appendix G.

2. Domestic linehaul prices shall be based on a $2.50 fuel rate. Fuel rate adjustments will be applied

IAW PWS, Appendix G, EPA Schedule, paragraph 2.

3. Service Contract Labor Standards Price Adjustments. Rate adjustments required via application of the Service Contract Labor Standards Act will be processed in accordance with FAR 52.222-43, mailto:andrew.s.mcclain2.civ@mail.mil mailto:paige.e.brown20.civ@mail.mil

Fair Labor Standards Act and Service Contract Labor Standards – Price Adjustment (Multiple Year and Option Contracts).

4. For all proposed prices including ocean carriage, Offeror’s price proposal shall be based on and include prices of U.S. flag vessels operated by a VISA "Participant" that has made a current, minimum commitment of its U.S. flag vessel capacity to Stages I, II and III of VISA or that has made a current, minimum commitment of its Jones Act capacity (capacity exclusively engaged in the domestic trades) to Stage III of VISA and a current, minimum commitment of the remainder of its U.S. flag vessel capacity to Stages I, II and III or, VISA or with regard to an offer for a long-term charter to DoD that has made a current, minimum commitment of its U.S. flag vessel capacity to

Stage III of VISA.

5. For all proposed prices including air transportation, Offeror’s price proposal shall be based on subcontracting to air carriers participating in the Civil Reserve Air Fleet (CRAF).

(13) Submission of Questions.

i. Formal communications, such as requests for clarification, questions, and/or written information concerning this solicitation shall be submitted in writing via email to andrew.s.mcclain2.civ@mail.mil and paige.e.brown20.civ@mail.mil.

ii. No information concerning this solicitation or requests for clarification will be provided in response to

Offeror-initiated telephone calls. Written questions will be answered in writing and provided to all Offerors via www.fbo.gov. Due to the time required to research a question and provide an answer, questions received less than 15 calendar days prior to the due date of offers specified in this solicitation may not be answered.

iii. The request shall be in the following format:

Reference: Document _____, Page _____, Paragraph _____, (or Figure _____).

Question: ______________________________________

(End of provision)

LIST OF ATTACHMENTS

Attachment 1 – Performance Work Statement

Attachment 2 - Pricing Rate Table, Amendment 01

Attachment 2a – Maps

Attachment 2b – Non-Standard Rate Areas, Amendment 01

Attachment 3 - Wage Determinations

Attachment 4 - Award Term Plan, Amendment 01

Attachment 5 - Past Performance Questionnaire, Amendment 01

Attachment 6 - Financial Information Questionnaire

Attachment 7 - RFP Offeror Information Sheet

Attachment 8 - Small Business Subcontracting Plan

Attachment 9 - Small Business Participation Commitment Document, Amendment 01

Attachment 10 – Historical Data

Attachment 11 – BCG Non-Disclosure Agreement

Appendix A - Transition Phase-In Phase-Out, Amendment 01

Appendix B - Required Reports, Amendment 01

Appendix C - Transit Times

Appendix C(i) – Transit Time Tables

Appendix D - Non-Standard Processes

Appendix E - Claims and Liability Rules, Amendment 01

Appendix F – Payment and Invoicing

Appendix G – Economic Price Adjustment Schedule

Appendix H – Form Data Elements

Appendix I – CUI Requirements Table

Appendix J - NIST.SP.800-171 - POAM

52.212-2 EVALUATION--COMMERCIAL ITEMS (OCT 2014)

52.212-2 is replaced in its entirety.

(a) The Government intends to award a single indefinite delivery, indefinite quality (IDIQ) contract as a result of this solicitation after conducting discussions with Offerors whose proposals have been determined to be within the competitive range. If the Contracting Officer determines the number of proposals that would otherwise be in the competitive range exceeds the number at which an efficient competition can be conducted, the Contracting Officer may limit the number of proposals in the competitive range to the greatest number that will permit an efficient competition among the most highly rated proposals. Therefore, the Offeror’s initial proposal should contain the

Offeror’s best terms from a price and technical standpoint. Subjective tradeoff procedures will be utilized in accordance with FAR 15.101-1 and DoD Source Selection Procedures. To receive award, the Offeror must (1) be deemed responsible IAW FAR Part 9, (2) conform to all required terms and conditions, and (3) represent a best value to the Government, price and other factors considered. This may result in an award to a higher rated, higher priced Offeror, where the decision is consistent with the evaluation factors and the Source Selection Authority

(SSA) reasonably determines that the superior technical capability of the higher priced Offeror outweighs the cost difference. 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.

(1) Each Offeror’s proposal will be evaluated against the following factors:

a. Factor 1 - Business Proposal

b. Factor 2 - Technical Capability (All Technical Capability sub-factors are of equal importance)

i. Sub-factor 1 - Operational Approach

ii. Sub-factor 2 - Capacity and Subcontractor Management

iii. Sub-factor 3 - Transition/Volume Phase-In

iv. Sub-Factor 4 – IT Services

c. Factor 3 - Past Performance

d. Factor 4 - Price

(2) Relative order of importance: Offeror’s Technical Capability will be evaluated on a basis approximately equal to price. Price will be evaluated but not rated. The Business Proposal and Past Performance subfactors will be rated on an Acceptable/Unacceptable basis.

(b) The above factors shall be evaluated in the following manner:

Factor 1 - Business Proposal. The Offeror’s Business Proposal will be evaluated on an Acceptable/Unacceptable basis. The Government will not award to an Offeror that has an Unacceptable rating for this factor.

General Compliance Acceptable/Unacceptable Ratings

Rating Description

Acceptable Proposal clearly meets the minimum requirements of the solicitation.

Unacceptable Proposal does not clearly meet the minimum requirements of the solicitation.

In order to be rated Acceptable, the Offeror’s proposal shall conform to all requirements of the solicitation, including the Proposal Preparation Instructions under Addendum to FAR 52.212-1. The Offeror must be registered in System for Award Management (SAM) at the time of proposal submission.

Factor 2 - Technical Capability. Offerors will be given a technical rating for each of the Technical Capability sub-factors taking into consideration the Offeror’s approach and understanding of the requirements and an assessment of the strengths, weaknesses, significant weaknesses, and deficiencies of the proposal. The Technical

Capability sub-factors are listed in no specific order and are considered equally important. Following assignment of the Technical Rating, a Risk Rating will be assigned for each of the Technical Capability sub-factors.

Assessment of technical risk, which is manifested by the identification of weakness(es) and significant weaknesses, considers potential for disruption of schedule, degradation of performance, the need for increased

Government oversight, or the likelihood of unsuccessful contract performance. The Technical Capability ratings are described as:

Technical Ratings

COLOR RATING DESCRIPTION

Blue Outstanding Proposal indicates an exceptional approach and understanding of the requirements and contains multiple strengths.

Purple Good Proposal indicates a thorough approach and understanding of the requirements and contains at least one strength.

Green Acceptable Proposal indicates an adequate approach and understanding of the requirements.

Yellow Marginal Proposal has not demonstrated an adequate approach and understanding of the requirements.

Red Unacceptable Proposal does not meet requirements of the solicitation and, thus, contains one or more deficiencies and is unawardable.

Strength is defined as 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. Any strengths identified by the Government during source selection that exceed Attachment 1 – Performance Work

Statement requirements will be incorporated into the resultant contract at time of award.

Weakness is defined as a flaw in the proposal that increases the risk of unsuccessful contract performance.

Significant Weakness is defined as a flaw in the proposal that appreciably increases the risk of unsuccessful contract performance.

Deficiency is defined as 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 Ratings

RATING DESCRIPTION

Low

Proposal may contain weakness (es) which have 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

Proposal contains a significant weakness or combination of weaknesses which may 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

Proposal contains a significant weakness or combination of weaknesses which 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.

Unacceptable Proposal contains a material failure or a combination of significant weaknesses that increases the risk of unsuccessful performance to an unacceptable level.

(A) Sub-Factor 1 – Operational Approach. The Offeror’s technical approach demonstrated how the

Offeror will meet the PWS requirements cited in Volume II, Paragraph A of the Addendum to FAR 52.212-1.

(B) Sub-Factor 2 – Capacity and Subcontractor Management. The Offeror’s Capacity and

Subcontractor Management Plan demonstrated how the Offeror will manage capacity and subcontractors throughout contract performance according to the elements required by Volume II, Paragraph B of the Addendum to FAR

52.212-1.

(C) Sub-Factor 3 – Transition/Volume Phase-In. The Offeror’s Transition/Volume Phase-In Plan demonstrated how the Offeror will accomplish transition requirements according to the elements required by

Volume II, Paragraph C of the Addendum to FAR 52.212-1.

(D) Sub-Factor 4 – IT Services. The Offeror’s IT Services plan demonstrated how the Offeror will meet the web-based, mobile access requirements according to the elements required by Volume II, Paragraph D of the

Addendum to FAR 52.212-1.

Factor 3 - Past Performance. The Government will evaluate each Offeror’s past performance information using questionnaires and performance information independently obtained from Government or commercial sources.

1. The evaluation team will first determine the recency of each past performance reference which is defined as ongoing or performed within three calendar years of proposal submission.

2. The evaluation team will then determine the relevancy of the Offeror’s past performance proposal taking into consideration the aggregate of all references IAW the criteria outlined below. Only one relevancy rating will be provided for the past performance proposal.

Very Relevant Past performance proposal involved essentially the same scope and magnitude of effort and complexities this solicitation requires.

Relevant Past performance proposal involved similar scope and magnitude of effort and complexities this solicitation requires.

Somewhat Relevant Past performance proposal involved some of the scope and magnitude of effort and complexities this solicitation requires.

Not Relevant Past performance proposal involved little or none of the scope and magnitude of effort and complexities this solicitation requires.

For the purpose of this acquisition, scope, magnitude of effort, and complexity are defined as follows:

ELEMENT DESCRIPTION

Scope HHG relocation services on a global basis.

Magnitude HHG relocation services for 50,000 or more household shipments per month year domestically and 35,000 or more household shipments per month year internationally.

Complexity

Global HHG transportation relocation services to include (1) providing move counseling for personal property (household goods, unaccompanied baggage and personally procured moves, as defined in the Joint Travel Regulation (JTR)); (2) household goods transportation (3) traffic management and administration, including customs clearance; (4) shipment packing and unpacking, loading and unloading; (5) in-transit visibility (ITV); (6) secure Storage in Transit (SIT) facilities; (7) pickup and delivery of shipments from origin to destination to include Non-Temporary Storage

(NTS) facilities; (8) claims processing and resolution; (9) invoicing; (10) reporting.

3. The evaluation team will also evaluate the Offeror’s ability to attain the applicable goals for small business participation under contracts that required subcontracting plans within three years of proposal submission.

The evaluation team will not consider any reference as acceptable if an explanation for remedy is not provided.

4. After recency and relevancy ratings have been assigned, one of the following overall Past Performance ratings will be assigned to each Offeror. Assignment of a rating will also take into consideration the quality of performance under the collective references submitted for evaluation and any other information identified by the

Government.

Acceptable Based on the Offeror’s performance record, the Government has a reasonable expectation that the Offeror will successfully perform the required effort, or the

Offeror’s performance record is unknown.

Unacceptable Based on the Offeror’s performance record, the Government does not have a reasonable expectation that the Offeror will be able to successfully perform the required effort.

5. In the case of an Offeror without a record of relevant past performance or for whom information on past performance is not available or so sparse that no meaningful past performance rating can be reasonably assigned, the

Offeror may not be evaluated favorably or unfavorably on past performance (see FAR 15.305 (a)(2)(iv)). Therefore, the Offeror shall be determined to have unknown (or “neutral”) past performance. In the context of acceptability/unacceptability, a neutral rating shall be considered “acceptable.”

a. In evaluating past performance, the Government will give greater consideration to information on those contracts deemed most relevant to the effort described in this RFP.

b. 6. Offerors are cautioned to submit sufficient information and in the format specified in FAR 52.212-

1. Offerors may be asked to clarify certain aspects of their proposal (for example, the relevance of past performance information) or respond to adverse past performance information to which the Offeror has not previously had an opportunity to respond. Adverse past performance is defined as past performance information that supports an unacceptable rating on any evaluation element or any unfavorable comments received from sources without a formal rating system.

c. 7. Past performance regarding predecessor companies or subcontractors that will perform major or critical aspects of this requirement will be weighted the same (equally as important) as the past performance information for the Offeror.

Factor 4 - Price. Price will be considered in determining the best value Offeror. Price will be evaluated for completeness; however, price will not be rated. In order to be considered for award, the TEP must be determined fair and reasonable. Prices not included in the TEP, as identified in Attachment 2, Pricing Rate Table, will be evaluated for fair and reasonableness. The Offeror’s proposed pricing will be evaluated using one or more of the techniques set forth in FAR 15.404-1(b)(2) to determine prices fair and reasonable. Proposed pricing will also be evaluated to determine that all prices are complete (a proposed price has been entered in all cells with a light blue background in Attachment 2, Pricing Rate Table). The Government may determine a price proposal is unacceptable if the prices proposed are materially unbalanced. Unbalanced pricing exists when, despite a fair and reasonable TEP, the price of one or more line items is significantly overstated or understated and poses an unacceptable risk to the Government.

1. EPA. For purposes of evaluating proposals, the Government will utilize IHS Markit Pricing and

Purchasing Industry Forecasting Adjustments as detailed on the 1c) Price Escalations sheet of Attachment 2 Pricing

Rate Table for prices beyond Base Year Period 1. However, prices are only projected for purposes of evaluating proposals and the actual economic price adjustment will be calculated and applied to the rates on day one of each performance period IAW, PWS, Appendix G.

2. 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. Evaluation of options shall not obligate the Government to exercise the option(s). If the Government extends the contract pursuant to FAR 52.217-8, Option to Extend

Services, such extension will be at the rates in effect under the contract when the option is exercised. For the TEP calculation, pricing for a 6-month extension of services period will be based on the prices of the final Option Period.

3. 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.

4. Use of Non-Government Advisors. Boston Consulting Group, 4800 Hampden Ln # 400, Bethesda, MD

20814 (BCG) will provide advisory assistance to the evaluation team. BCG personnel will have access only to

Offerors’ price proposals. Submission of a proposal is considered to be Offeror’s written consent to release of proprietary, confidential or privileged commercial or financial data included in Offeror’s proposal to BCG personnel. All BCG personnel providing advisory assistance to the evaluation team will sign a non-disclosure certificate prohibiting them from releasing proprietary information.

(End of provision)

52.216-19 ORDER LIMITATIONS (OCT 1995)

(a) Minimum order. When the Government requires supplies or services covered by this contract in an amount of less than $1.00, the Government is not obligated to purchase, nor is the Contractor obligated to furnish, those supplies or services under the contract.

(b) Maximum order. The Contractor is not obligated to honor -

(1) Any order for a single item in excess of $10,000,000.00;

(2) Any order for a combination of items in excess of $10,000,000.00 $50,000,000.00; or

(3) A series of orders from the same ordering office within 30 5 days that together call for quantities exceeding the limitation in paragraph (b) (1) or (2) of this section.

(c) If this is a requirements contract (i.e., includes the Requirements clause at subsection 52.216-21 of the Federal

Acquisition Regulation (FAR)), the Government is not required to order a part of any one requirement from the

Contractor if that requirement exceeds the maximum-order limitations in paragraph (b) of this section.

(d) Notwithstanding paragraphs (b) and (c) of this section, the Contractor shall honor any order exceeding the maximum order limitations in paragraph (b), unless that order (or orders) is returned to the ordering office within one (1) day after issuance, with written notice stating the Contractor's intent not to ship the item (or items) called for and the reasons. Upon receiving this notice, the Government may acquire the supplies or services from another source.

(End of clause)

(End of Summary of Changes)