Sections_L_and_M__for_Industry_Comments.pdf

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Source Selection Information – See FAR 3.104 and 2.101

ATTACHMENT 3

Section L - Instructions, Conditions and Notices to Offerors

INSTRUCTIONS TO OFFERORS

SECTION L

INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS OR RESPONDENTS

CLAUSES INCORPORATED BY REFERENCE

52.215-1 Instructions to Offerors--Competitive Acquisition JAN 2004 52.215-16 Facilities Capital Cost of Money JUN 2003 52.219-24 Small Disadvantaged Business Participation

Program--Targets

OCT 2000

52.222-24 Preaward On-Site Equal Opportunity Compliance Evaluation

FEB 1999

52.222-46 Evaluation Of Compensation For Professional Employees

FEB 1993

52.237-10 Identification of Uncompensated Overtime OCT 1997 252.227-7017 Identification and Assertion of Use, Release, or

Disclosure Restrictions

JUN 1995

CLAUSES INCORPORATED BY FULL TEXT

FAR 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB

1998) This solicitation incorporates one or more solicitation provisions by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. The Offeror is cautioned that the listed provisions may include blocks that must be completed by the Offeror and submitted with its quotation or offer. In lieu of submitting the full text of those provisions, the Offeror may identify the provision by paragraph identifier and provide the appropriate information with its quotation or offer. Also, the full text of a solicitation provision may be accessed electronically at this address: http://farsite.hill.af.mil

52.215-20 REQUIREMENTS FOR COST OR PRICING DATA OR INFORMATION OTHER

THAN COST OR PRICING DATA (OCT 1997)

(a) Exceptions from cost or pricing data. (1) In lieu of submitting cost or pricing data, Offerors may submit a written request for exception by submitting the information described in the following subparagraphs. The Contracting Officer may require additional supporting information, but only to the extent necessary to determine whether an exception should be granted, and whether the price is fair and reasonable.

(i) Identification of the law or regulation establishing the price offered. If the price is controlled

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Source Selection Information – See FAR 3.104 and 2.101 under law by periodic rulings, reviews, or similar actions of a governmental body, attach a copy of the controlling document, unless it was previously submitted to the contracting office.

(ii) Commercial item exception. For a commercial item exception, the Offeror shall submit, at minimum, information on prices at which the same item or similar items have previously been sold in the commercial market that is adequate for evaluating the reasonableness of the price for this acquisition. Such information may include--

(A) For catalog items, a copy of or identification of the catalog and its date, or the appropriate pages for the offered items, or a statement that the catalog is on file in the buying office to which the proposal is being submitted. Provide a copy or describe current discount policies and price lists (published or unpublished), e.g., wholesale, original equipment manufacturer, or reseller.

Also explain the basis of each offered price and its relationship to the established catalog price, including how the proposed price relates to the price of recent sales in quantities similar to the proposed quantities;

(B) For market-priced items, the source and date or period of the market quotation or other basis for market price, the base amount, and applicable discounts. In addition, describe the nature of the market;

(C) For items included on an active Federal Supply Service Multiple Award Schedule contract, proof that an exception has been granted for the schedule item.

(2) The Offeror grants the Contracting Officer or an authorized representative the right to examine, at any time before award, books, records, documents, or other directly pertinent records to verify any request for an exception under this provision, and the reasonableness of price. For items priced using catalog or market prices, or law or regulation, access does not extend to cost or profit information or other data relevant solely to the Offeror's determination of the prices to be offered in the catalog or marketplace.

(b) Requirements for cost or pricing data. If the Offeror is not granted an exception from the requirement to submit cost or pricing data, the following applies:

(1) The Offeror shall prepare and submit cost or pricing data and supporting attachments in accordance with Table 15-2 of FAR 15.408.

As soon as practicable after agreement on price, but before contract award (except for unpriced actions such as letter contracts), the Offeror shall submit a Certificate of Current Cost or Pricing Data, as prescribed by FAR 15.406-2.

(End of provision)

52.216-1 TYPE OF CONTRACT (APR 1984)

The Government contemplates award of a Single Award, Indefinite-Delivery, Indefinite- Quantity contract with Cost-Plus-Fixed Fee type arrangements resulting from this solicitation.

(End of clause)

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Source Selection Information – See FAR 3.104 and 2.101

52.233-2 SERVICE OF PROTEST (SEP 1996)

(a) Protests, as defined in section 33.101 of the Federal Acquisition Regulation, that are filed directly with an agency, and copies of any protests that are filed with the General Accounting Office (GAO), shall be served on the Contracting Officer (addressed as follows) by obtaining written and dated acknowledgment of receipt from the Defense Threat Reduction Agency, 8725 John J. Kingman Road, Mail Stop 6201, Ft Belvoir, VA 22060-6201.

(b) The copy of any protest shall be received in the office designated above within one day of filing a protest with the GAO.

(End of provision)

252.204-9000 NOTICE TO POTENTIAL OFFERORS – OFFICIAL DTRA ADRESSES IN

THE NATIONAL CAPITAL REGION (NCR) (DEC 2007)

1. Offerors are responsible for submitting proposals and any proposal modifications/revisions to the designated office by the date and time specified in the solicitation. For the purposes of this clause, the “designated office” is the office appearing in the attention line of the mailing addresses in paragraph 2 below. Proposals received after this exact time will NOT be considered unless it meets one of the exceptions stated in Federal Acquisitions Regulation (FAR)52.215- 1(c)(3).

2. DTRA has two official mailing addresses in the NCR. Due to heightened security measures, hand-carried proposals cannot be accepted; therefore, Offerors are to select one address below based on the method of mailing.

a. The official United States Postal Service (USPS) mailing address for DTRA:

Defense Threat Reduction Agency Attn: DTRA J4 BCOO / Mr Timothy H. Lower 8725 John J. Kingman Rd. Mail Stop 6201 Fort Belvoir VA 22060-6201

b. DTRA cannot accept packages delivered via commercial express and ground carrier to any address other than the one listed below. For all incoming packages to DTRA activities in the Washington DC area (this includes packages sent via Federal Express, DHL, UPS and other commercial carriers), use the following address:

Defense Threat Reduction Agency Attn: DTRA J4 BCOO / Mr Timothy H. Lower 6200 Meade Road Fort Belvoir VA 22060-5264

Note: This address shall also be used in all contracts for delivery of supplies/materials.

3. If mailing via USPS, Offerors are cautioned to allow 1-2 days for processing and delivery of all proposal information to the designated office after it has been received at the DTRA

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Source Selection Information – See FAR 3.104 and 2.101 mailroom. This mail processing delay is unavoidable, so Offerors are encouraged to carefully select the mailing method to ensure timely receipt of proposals.

Note: Due to heightened security measures, hand carried proposals will not be accepted

4. Relevant Present and Past Performance Questionnaires may be sent via email to the address listed in Paragraph L1.1.1. This is the only Proposal information that is authorized to be received via email.

252.215-9013 QUESTIONS CONCERNING THIS SOLICITATION (OCT 1998)

Any and all questions concerning this RFP, including technical questions, shall be submitted in writing to the Contracting Officer (CO), Mr. Timothy H. Lower, at dtra.belvoir.j10.mbx.professionalservicessupport@mail.mil . All DTRA technical personnel have been strictly prohibited from discussing this requirement with any contractor personnel.

252.230-9000 SUBMITTAL OF COST ACCOUNTING STANDARDS BOARD COST-OF-

MONEY (COM) FACTORS COMPUTATION (CASB-CMF) (OCT 1998)

Pursuant to DFARS 230.70, unless otherwise exempted, you are required to submit a current and complete CASB-CMF form with the cost portion of your proposal in accordance with paragraphs

414.40 and 414.50 of Cost Accounting Standard 414, Cost of Money as an Element of the Cost of Facilities Capital. NOTE: This requirement applies to all negotiated contracts regardless of Cost Accounting Standard coverage. If your offer does not claim cost of money, it should so state, and submission of the CASB-CMF form is unnecessary. If your offer is successful, the definitive contract, SECTION H, will include a clause disallowing COM for performance under that contract.

(End of Provision)

L.1.0 GENERAL INSTRUCTIONS

L.1.1 GENERAL INFORMATION

L.1.1.1 Point of Contact Address all questions or concerns via e-mail at: J10ProfessionalServicesSupport@mail.mil.

Questions must be submitted in writing not later than XXXXX. Responses will be posted in FEDBIZOPPS (www.fbo.gov). The points of contact for this acquisition are listed below.

The Contract Specialist for this acquisition is: Ms Sara J. Toni

The Contracting Officer for this acquisition is: Mr. Timothy H. Lower

L.1.1.2 Debriefings

L.1.1.2.1 Preaward Debriefings. Offerors excluded from the competitive range or otherwise excluded from the competition before award may request a debriefing. Offerors may request a pre-award debriefing by submitting a written request to the CO for debriefing within

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Source Selection Information – See FAR 3.104 and 2.101 three (3) calendar days after receipt of the notice of exclusion from the competition. The Government shall make every effort to debrief unsuccessful Offerors as soon as practicable.

L.1.1.2.2 Post-award Debriefings. Offerors may request a debriefing by providing a written request to the CO. The CO will notify Offerors of the source selection decision within three (3) calendar days after award. Offerors that desire a debriefing must request one in writing within three (3) calendar days after receipt of the CO notification. To the maximum extent practicable, debriefings will be conducted within five (5) calendar days after the Offeror’s request.

L.1.1.3 Discrepancies If an Offeror believes that the requirements in these instructions contain errors, omissions, or are otherwise unsound, the Offeror shall immediately notify the CO in writing with supporting rationale. The Offeror is reminded that the Government reserves the right to award this effort based on the initial proposal, as received, without discussion. If, during the evaluation period, it is determined to be in the best interest of the Government to hold discussions, the discussions will be held with only those Offerors determined to be in the competitive range.

L.1.2 ORGANIZATION/DISTRIBUTION/NUMBER OF COPIES/PAGE LIMITS

The Offeror shall prepare the proposal as set forth in the Proposal Organization Table L.1.2 below. The titles and contents of the volumes, as well as the page limitations and number of required copies shall be as specified in the table. In the event that the table conflicts with the detailed instructions in the paragraphs that follow, the detailed instructions shall take precedence.

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Source Selection Information – See FAR 3.104 and 2.101

Table L.1.2 – Proposal Organization

VOLUME VOLUME TITLE PAGE LIMIT

I 3 copies

Proposal Documentation Unlimited

II

5 copies

Factor 1 - Mission Capability

a. Table of Contents

b. List of Figures, Tables, or Drawings

c. Glossary

d. RFP Cross-Reference Matrix

Unlimited

Unlimited Unlimited

Subfactor A - Management Approach 20 pages

Subfactors B-G - Technical Approach

a. Execution Plan

b. Staffing Plan Matrix

c. Resumes

10 pages per Subfactor

2 pgs per reference

III

5 copies

Factor 2 - Relevant Present and Past Performance

d. Table of Contents

e. Description of Team

f. Present and Past Performance

References

g. Organizational Structure Change

History

2 pgs per reference

IV

5 copies

Factor 3 - Cost Proposal Unlimited

(a) The “ORIGINAL” copy of Volumes I through V of the proposal shall be provided under separate cover, and shall be clearly marked “ORIGINAL.” The “original” paper copy shall have no staples and no holes punched in it. The “ORIGINAL” copy is included in the copy count above.

(b) As shown in Table L.1.2, additional paper copies of Volumes I through V shall be submitted in separate 3-ring loose-leaf binders, which when open, lay flat. No staples shall be used. A cover sheet shall be posted at the beginning of each volume, clearly marked as to volume number, title, copy number, RFP identification, and the Offeror’s name. The same identifying data shall be placed on the spine of each binder.

(c) In addition to the copies required in Table L.1.2, one (1) paper copy of Volume V, Cost, shall be forwarded to the cognizant Defense Contract Audit Agency (DCAA) office or the cognizant federal auditing agency concurrent with complete proposal delivery to DTRA.

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Source Selection Information – See FAR 3.104 and 2.101

Note: Delivery of Volume V to DCAA does not constitute delivery of the proposal to the Government. Delivery of proposals to the address listed in Clause 252.204-9000 is the only location that constitutes delivery of the official proposal.

(d) All proposal volumes shall be provided by mail or commercial express or ground carrier only as prescribed in above DTRA Clause 252.204-9000.

Note: The requirements for submission of proposals contained in FAR 52.215-1.

L.1.3 PROPOSAL FORMAT

L.1.3.1 Guidance This section of the Information to Offerors (ITO) provides general guidance for preparing proposals as well as specific instructions on the format and content of the proposal. The Offeror’s proposal must include all data and information requested by the ITO and must be submitted in accordance with these instructions. Non-compliance with the instructions provided in the ITO may result in an unfavorable proposal evaluation.

L.1.3.2 Sufficient Detail Proposals shall comply with the following guidelines:

Be complete and respond directly to the requirements of the solicitation.

Address the factors, subfactors, and their related elements as listed in Section M of the solicitation.

Be clear, concise, and include sufficient detail for effective evaluation and for substantiating the validity of stated assertions. Extraneous, repetitious, or wordy submissions are not desired and could result in lower ratings.

Take care to proof read the proposal. Typographical, grammatical, and spelling errors reflect poorly on quality control abilities and could result in lower ratings.

Do not simply rephrase or restate the Government’s requirements, but rather provide convincing rationale to address how the Offeror intends to meet the requirements.

Do not rely on past performance as convincing rationale to address how the Offeror intends to meet the requirements.

Assume that the Government has no prior knowledge of the Offeror’s capabilities and experience, and will base its evaluation only on the information presented in the Offeror’s proposal.

L.1.3.3 Validity Statement The parties mutually agree that the Offeror's complete proposal shall be valid for 180 days from the date of submission. The Offeror’s signature in Block 17, SECTION A of the SF 33 Solicitation constitutes its acceptance of the proposal validation for 180 days. In accordance with FAR Subpart 4.8 (Government Contract Files), the Government will retain one copy of all unsuccessful proposals. Unless the Offeror requests otherwise, the Government will destroy extra copies of such unsuccessful proposals.

L.1.3.4 Physical Appearance of Submissions

Elaborate brochures or documentation, detailed artwork, or other embellishments are

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Source Selection Information – See FAR 3.104 and 2.101 unnecessary and are not desired.

Proposals will be submitted in standard white paper (20 lb or less) and electronic copies.

Paper copies of the proposal must lie flat when open. Elaborate binding is not desired.

No models, mockups, or videotapes will be accepted.

Do not use glossy finished paper

L.1.3.5 Page Format Restrictions and Limitations

L.1.3.5.1 Page Size. Pages shall be 8.5 x 11 inches, not including foldouts. Except for the lettering that is within a graphic, the font size shall be Times New Roman 12 point. Lettering within tables, charts, graphs, and figures shall be no smaller than 10 point. Margins on all four edges of each sheet will be at least one-inch. Proprietary statements, security markings, and page numbers may be placed within the defined margin area. Pages shall be numbered sequentially by volume. In the event discussions are held, these page format restrictions shall also apply to responses to Final Proposal Revisions (FPRs).

L.1.3.5.2 Page Limitations. Page limitations shall be treated as maximums. If exceeded, the excess pages will not be read or considered in the evaluation of the proposal. The excess pages will also be deleted from the electronic copy of the proposal. Printed material shall be on one side of the sheet only (single-sided). In the event discussions are held, page limitations may be placed on responses to Evaluation Notices (ENs). Page limits, if specified for EN responses, will be identified in the letters forwarding the ENs to the Offerors.

L.1.3.5.3 Pages Not Counted

The following will not be included in the page count:

Blank pages Client authorization letters Cover pages Dividers Glossaries Letters of Commitment/Intent Lists of figures, tables, or drawings OCI mitigation plan Organizational structure change history roadmap Past performance consent letters Past performance questionnaires Revision matrix RFP cross-reference matrix Small business subcontracting plan Staffing Plan Matrix Tables of contents Tabs Teaming arrangements

L.1.3.6 Indexing Each volume shall contain a more detailed table of contents to delineate the sections within that volume. Tab indexing shall be used to identify sections.

L.1.3.7 Foldouts Legible tables, charts, graphs, diagrams, schematics, and figures shall be used wherever practical to depict organizations, systems and layout, implementation schedules, design drawings, plans, etc. These displays shall be uncomplicated, legible, and shall not exceed 11 x 17 inches in size.

Foldout pages shall fold entirely within the volume. Each printed side of a foldout will count as one page. Foldout pages may only be used for large tables, charts, graphs, diagrams, and schematics; not for pages of text. For tables, charts, graphs, and figures, the font shall be no smaller than 10 point. All information (except documentation numbers, classification markings, and page numbers) shall be contained within an image area of 9 x 15-1/2 inches.

L.1.3.8 Electronic Copies

(a) Three electronic copies of each volume shall be submitted on individual CD/DVD-ROMs in a protective sleeve or case. Each CD/DVD-ROM and protective sleeve or case shall be clearly marked as to volume number, title, RFP identification, and the Offeror’s name. The CD/DVD- ROM(s) will be included with the “original” paper copy of each volume. Offerors are responsible for ensuring electronic copies are virus-free.

(b) Submit an electronic copy of each volume compatible with the following available Government equipment and software products:

- Windows 2003 or later

- Adobe Acrobat Reader 8.0 or later

- Microsoft Office 2003 Suite or later

All cost information, with the exception of the cost narrative, must lend itself to review and analysis by the Government and must be submitted in Microsoft Excel format. Offerors shall include formulas and working links to the maximum extent practicable.

Note: The electronic copy shall be in Adobe Acrobat (except for Microsoft Excel) portable document file (.pdf) searchable text format and shall be an exact duplicate of the “original” paper proposal. If there are discrepancies between the electronic proposal and the “original” paper proposal, the paper proposal shall prevail.

(c) Electronic files shall be clearly identified for each volume, section, item, etc. The Offeror shall not embed sound or video (e.g., MPEG) files into the proposal files.

(d) Electronic Media additional information:

All text must be searchable Limit colors to 256 colors at 1280 x 1024 resolution; avoid color gradients

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Source Selection Information – See FAR 3.104 and 2.101

Keep embedded graphics as simple as possible; large graphic files are discouraged

Minimize the use of scanned images (except for Adobe Acrobat requirements) Use of self-extracting archive files (e.g., ZIP files) is allowed

L.1.3.9 Cost Information All cost information shall be addressed ONLY in Volume IV - Cost. If cost data is addressed in Volume II - Mission Capability, the page containing the cost data will be removed and not evaluated. All labor rates shall be rounded to the nearest penny.

L.1.3.10 Minimum Cross-Referencing 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 volumes of the proposal. Information required for proposal evaluation that is not found in its designated volume will be assumed to have been omitted from the proposal. Teaming Arrangements, Letters of Commitment, Socio-Economic Commitment information and Organizational Conflicts of Interest assertions submitted in Volume I may be cross-referenced in other volumes.

L.1.3.11 Glossary of Abbreviations and Acronyms Each volume shall contain a glossary of all abbreviations and acronyms used, with an explanation for each. Glossaries do not count against the page limitations for their respective volumes.

L.2.0 VOLUME I –PROPOSAL DOCUMENTATION

Volume I consists of the offer to enter into a contract to perform the desired work and information for the Government to prepare the contract document and supporting file.

L.2.1 VOLUME ORGANIZATION

The volume shall be organized according to the following outline:

a. Table of Contents

b. List of Figures, Tables, or Drawings

c. Glossary

d. Documents listed in paragraphs L.2.2 through L.2.13

L.2.2 SOLICITATION/CONTRACT FORM

Completion of Blocks 12 through 16 and signature and date for Blocks 17 and 18 of the Standard Form (SF) 33 is required. Signature by the Offeror on the SF 33 constitutes an offer, which the Government may accept.

L.2.3 AUTHORIZED OFFEROR PERSONNEL

Provide the name, title, telephone number, fax number, and e-mail address of the company and division point of contact regarding decisions made with respect to the Offeror’s proposal and who can obligate the Offeror contractually. Also identify those individuals authorized to negotiate with the Government.

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Source Selection Information – See FAR 3.104 and 2.101

L.2.4 GOVERNMENT OFFICES

Provide the mailing address, telephone and fax numbers, and facility codes for the cognizant Contract Administration Office, DCAA, and Government Paying Office. Also provide the name, telephone and fax numbers, and e-mail address for the Administrative Contracting Officer (ACO). The aforementioned information also applies to the prime contractor and major subcontractors/teaming partners for which there is a teaming arrangement.

L.2.5 COMPANY DIVISION ADDRESS, IDENTIFYING CODES AND APPLICABLE

DESIGNATIONS

Provide the company’s/division’s street address, county, and facility code; CAGE Code; DUNS number; Taxpayer Identification Number (TIN), size of business (large or small); and labor surplus area designation.

L.2.6 TEAMING ARRANGEMENTS AND/OR LETTERS OF COMMITMENT

Provide all Teaming Arrangements and/or Letters of Commitment. The Offeror and its first-tier subcontractor(s) will be considered a “Team” when there is a signed teaming arrangement or letter(s) of commitment unconditionally binding both parties to performance under this contract should it be awarded to the Offeror. In the absence of one or the other of these documents, the Offeror and its first-tier subcontractor(s) are not considered a “Team” and will not be evaluated as such. Provide Letters of Commitment from Key Personnel

L.2.7 DEPARTMENT OF DEFENSE (DD) FORM 254 SECURITY REQUIREMENTS

The Offeror must possess, or acquire by proposal submission, a facility clearance equal to the classification stated on the Contract Security Classification Specification (DD Form 254) provided as Attachment 2 to this RFP. Provide information relative to Offeror’s facility clearance and the contact information for the Offeror security office. Information relative to subcontractor security requirements shall also be included. Contractor information portions of DD254 should also be completed and included. The contract DD Form 254 will require a Top Secret facility clearance and accesses to such information as NATO and Sensitive Compartmented Information. DTRA will not sponsor offerors for DSS facility clearances for proposal submission.

The Offeror must possess a TOP SECRET facility clearance at the corporate level at the time of proposal submission. The proximal facility should be able to store classified documents up to the SECRET level at the end of the transition period. Should the proximal facility not obtain the required clearance/certifications from the Defense Security Service (DSS) by end of the transition period, storage at an alternate National Capitol Region location is acceptable until DSS clearance/certification is approved

L.2.8 INFORMATION REQUIRED BY DFARS CLAUSE 252.227-7017

IDENTIFICATION AND ASSERTION OF USE, RELEASE, OR DISCLOSURE

RESTRICTIONS (JUN 1995)

If applicable, the Offeror shall include 252.227-7017 paragraph (d) chart, in full-text, filled-in/completed.

L.2.9 EXCEPTIONS TO TERMS AND CONDITIONS

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Source Selection Information – See FAR 3.104 and 2.101

Exceptions taken to the terms and conditions of the solicitation, or to any of its formal attachments, shall be identified. Each exception shall be specifically related to each paragraph and/or specific part of the solicitation to which the exception is taken. Provide rationale in support of the exception and fully explain its impact, if any, on the performance, schedule, cost, and specific requirements of the solicitation. This information shall be provided in the format and content of Table L.2.9 below. Failure to comply with the terms and conditions of the solicitation may result in the Offeror being removed from consideration for award.

Table L.2.9 – Solicitation Exceptions

Solicitation Document

Paragraph/Page Requirement/Portion Rationale

Statement of Objectives (SOO), Solicitation Section, Attachment, etc.

Applicable Page and Paragraph numbers

Identify the requirement or portion to which the exception is taken

Justify/explain the basis for exception and impact on contract

L.2.10 REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS OF

OFFEROR(S) (SECTIONS K AND L)

The Offeror is responsible to ensure that all representations, certifications, acknowledgements, and statements provided in accordance with Sections K and L are provided in the Online Representations and Certification Applications (ORCA) at http://www.bpn.gov/orca and the Central Contractor Registration site, http://www.ccr.gov/.

L.2.11 SMALL BUSINESS SUBCONTRACTING PLAN

In accordance with FAR 19.704 and DFARS 219.704 Other Than Small Business Offerors shall submit a small business subcontracting plan for Task Order 1 in accordance with FAR 52.219-9 and DFARS 252.219-7003.

L.2.12 SOCIO ECONOMIC COMMITMENT

DTRA is committed to maximizing small businesses opportunities at both the prime and subcontractor level. All offerors (large and small business) shall prepare a summary list of proposed subcontractors, which includes the following information: Company Name, CAGE Code, Size Status, Socio-Economic Status, Subcontract Dollars, and Percentage of Total Contract Value proposed. For Socio-Economic Commitment evaluation purposes, the Total Contract Value proposed is considered to be the numerical sum of the total dollar value for Task Order 1 as contemplated under this solicitation. DTRA will use the Central Contractor Registration (CCR) website data to verify proposed small business entities meet the small business size standard of $6.5M associated with North American Industry Classification System (NAICS) code 541990, All Other Professional, Scientific and Technical Services. Offerors must ensure that the information contained in CCR is current and accurate.

Offeror’s proposals will be assessed on their commitment to meeting the subcontracting goal of at least 25% of the total contract value proposed to a Small Business and at least 10% is subcontracted to Service Disabled Veteran Owned Small Business (SDVOSB). Alaska Native Corporation (ANC) and Indian tribe subcontractors may be counted as part of the SB subcontracting percentage in accordance with FAR 19.703(c). Offeror’s socio-economic

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Source Selection Information – See FAR 3.104 and 2.101 commitment will be evaluated relative to meeting both the 15% Small Business and the 10% SDVOSB subcontracting requirements. Excess of 10% for the SDVOSB subcontractors may be counted as part of the Small Business subcontracting percentage.

Small business prime contractors may include the cost of work self-performed toward meeting the 10% Small Business requirement.

SDVOSB prime contractors may include the cost of work self-performed toward meeting both the 15% Small Business and 10% SDVOSB requirements.

Figure L.2.12 illustrates the minimum Socio-Economic Commitment percentage requirement based on total contract value proposed for Small Business-HBCU/MI and SDVOSB concerns.

Figure L.2.12

To ensure consistency in the calculation of Socio-Economic Commitment, a calculation template is provided as Attachment S-1 to this RFP. This attachment will be used by all offerors to document the proposed Small Business participation as required above. The Socio-Economic Calculation Template will be compared to the Offeror’s proposal for consistency. In the case of minor errors or omissions that do not affect the other areas of the proposal, and may be corrected with minor clarification, the Offeror may be contacted by the Contracting Officer for immediate clarification.

In the case that an Offeror meets the criteria as specified above and through discussions provides a Final Proposal Revision (FPR), the criteria above must be met and the Offeror must resubmit the Small Business (SB) calculation attachment.

Failure to meet the SB criteria in an FPR submission will also result in the proposal not being evaluated and not considered for award.

L.2.13 PREAWARD ORGANIZATIONAL CONFLICTS OF INTEREST (OCI)

a. The Government has determined that this contract may give rise to potential conflicts of interest. The successful Offeror for this requirement will have unique access, beyond that which

15%

10%

75%

25% Any Company

SB

Any SB

SDVOS

25% 75%

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Source Selection Information – See FAR 3.104 and 2.101 is typically afforded to commercial and academic entities to the Nuclear Enterprise Support Directorate. The successful Offeror will be exposed to Government-sensitive and contractor-sensitive / proprietary data as well as to Government employees, equipment, installations and property. The awardee will have access to information that could potentially provide an unfair competitive advantage for future contracts. Moreover, the nature of the work required by this contract could place the awardee in situations where its ability to render impartial advice to the Government could be impaired due to other interests of the awardee. Offerors are advised to review FAR Subpart 9.5 for detailed information concerning organizational conflicts of interest.

b. Because of this unique access, the Government has determined that the A&AS contractor must function in this role as its trusted agent. With the trusted agent approach, the prime contractor is precluded from participating as a contractor, subcontractor or consultant on future non-A&AS contracts where the J10 Directorate or any J10 Department/Division is the requiring and/or funding activity. This restriction will terminate one year after final payment on the contract. Restrictions upon use of Government information and the requirement to protect proprietary information are permanent. Subcontractors providing A&AS support to a specific J10 Department /Division, (e.g. J10MA, J10CE, J10IE, J10NL, and/or J10NS) will be ineligible to compete for work in the same Department/Division, but may be allowed to compete for performer work in departments where it provides no A&AS support, provided that it does not create an OCI. If a Subcontractor is providing support to J10 Front Office, then the same restrictions as the Prime apply

c. Each Offeror also must include an OCI Mitigation Plan in Volume I of its proposal describing the Offeror’s approach to ensuring the objectivity of its advisory and assistance services, prevention of unfair competitive advantage, and protection of contractor proprietary and government sensitive information. The Mitigation Plan shall also ensure that an advantage is not gained by any relationship the Offeror may have with current performers of any of the Nuclear Enterprise Support Directorate. The written mitigation plan will be incorporated into the resultant contract. The plan shall cover the IDIQ contract as well as the PWS requirements and will be updated when requested by the KO. Although the terms of any such clause are subject to negotiation, the contract also will include a clause similar to the OCI clause in Section H of the RFP. At a minimum, the Plan must address the following elements:

Definition of terms used Electronic Firewall Organizational and Financial separation Description of the process, procedures and techniques for identifying and mitigating

OCIs and flow-down and implementation of the mitigation plan to subcontractors and team members

Identification of the lead person(s) responsible for OCI compliance within the company Prime Offeror’s plan for managing, monitoring and enforcing OCI requirements at the subcontractor level (including potential bids by subcontractors’ business units) OCI training/awareness for employees and subcontractors Nondisclosure agreements Contractor self-audits DTRA audit access to data, personnel, records, files and facility Personnel assignment, monitoring and transitions

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Source Selection Information – See FAR 3.104 and 2.101

Remedies for accidental and intentional OCIs

In addition to the OCI Mitigation Plan, offerors shall submit the following information separately from the Plan:

(1) A detailed organizational chart that depicts the hierarchal structure of the Offeror’s (and subcontractors’) organization from the “top down,” which identifies the various business units and the interrelationships among the various business units. The chart should depict where the business unit(s) which will be responsible for A&AS support fit within the hierarchal structure.

(2) Identification of the business units (other than the unit(s) that will provide A&AS support) that provide products and/or services relevant to the Nuclear Enterprise Support Directorates activities described in the PWS, and a brief description of those activities for the prime Offeror and its subcontractors.

(3) A list of active Nuclear Enterprise Support Directorate related contracts (and contracts completed within the last two years), performed either as a prime or a subcontractor. The list should include active and completed contracts for the prime Offeror and its proposed subcontractors. This includes contracts issued by another Government agency on behalf of DTRA, where DTRA provides funding plus primary oversight, technical direction and performance evaluation of the contracted effort. The list must identify the prime contract number, the name of the prime contractor (if the firm is/was a subcontractor), and the DTRA directorate/branch or other Government agency office responsible for program management of the contract.

d. The Contracting Officer may require further relevant information from an Offeror and may, at his/her discretion, permit an Offeror to clarify errors or omissions in relevant information or in submission(s) required by paragraph (d) above. Refusal to provide a statement or submission required by (d) above, refusal to provide further relevant information required by the Contracting Officer, or the willful misrepresentation of any relevant information will result in disqualification of an Offeror from further consideration for award of a contract under this solicitation.

Relevant information regarding possible organizational conflicts of interest will not be treated like an evaluation factor, however, it will be considered during the evaluation of proposals.

Relevant information regarding each Offeror will be analyzed by the Contracting Officer in accordance with FAR 9.5 in order to assess whether a potential conflict exists and if so, what actions are appropriate to avoid or otherwise resolve the potential conflict.

The Contracting Officer will use all relevant information submitted by the Offeror, and any other relevant information known to DTRA, in assessing the potential conflict of interest. If the Contracting Officer determines that a potential conflict exists, the Offeror shall not receive an award unless the conflict can be avoided or otherwise resolved through the inclusion of a special contract clause, mitigation plan, and/or other appropriate means.

DRAFT

Source Selection Information – See FAR 3.104 and 2.101

L.3.0 VOLUME II – FACTOR 1 - MISSION CAPABILITY

L.3.1 GENERAL INFORMATION

The Mission Capability Volume should describe the Offeror’s capability to satisfy the requirements of this solicitation. The proposal should be prepared simply and economically, providing straightforward, concise delineation of the management approach and technical capabilities to satisfactorily perform the contract being sought. Particular proposal strengths or unique approaches should be emphasized. Asserted capability and/or intent to meet the requirements must be supported by detailed descriptions of approach and personnel qualifications. The Government will not assume that an Offeror possesses any capability unless specified in the proposal.

Offeror responses will be evaluated against the Mission Capability subfactors and their related elements defined in Section M, “Evaluation Factors for Award.” Using the instructions provided below, provide as specifically as possible the actual methodology that would be used by the Offeror for accomplishing and satisfying these subfactors. All the requirements specified in the solicitation are mandatory. By submitting a proposal, the Offeror is representing that its firm is capable and committed to performing all the requirements specified in the solicitation.

L.3.2 VOLUME ORGANIZATION:

The volume shall be organized according to the following outline:

a. Table of Contents

b. List of Figures, Tables, or Drawings

c. Glossary

d. RFP Cross-Reference Matrix

e. Section 1 – Management Approach

f. Section 2 – Technical Approach

L.3.3 FORMAT AND SPECIFIC CONTENT

Mission Capability shall describe, in narrative form, the Offeror’s proposed approach to meeting the requirements of each Mission Capability subfactor and its related elements, as well as their intended strategy for fulfilling the requirements of the contract. The Offeror shall include the mission capabilities of its team members and other intended subcontractors. The proposed teaming structure, team member roles and responsibilities, experience working as a team, and anticipated portion (by percentage, type of work, geographical, etc.) of work effort for each team member should be discussed or clearly delineated.

L.3.3.1 RFP Cross-Reference Matrix (RCRM) The Offeror shall fill out an RCRM indicating where the proposal addresses the solicitation requirements. An example format is shown below. The purpose of the RCRM is to show critical interrelationships and dependencies among the documents. The matrix ensures that all requirements are addressed, requirements do not conflict, and proposal sections are internally consistent.

DRAFT

Source Selection Information – See FAR 3.104 and 2.101

Example Format:

SOLICITATION CROSS REFERENCE MATRIX

Solicitation Section/Paragraph

Proposal Volume/ Section/Paragraph

Solicitation Section/Paragraph

Proposal Volume/ Section/Paragraph

L.3.3.2 Subfactor A: Management Approach

The Offeror shall submit a comprehensive Management Approach for the performance/execution of the Basic ID/IQ Contract PWS. The Management Approach shall have five (5) sections which specifically define and detail the Offeror’s capabilities to successfully manage, perform, and execute the PWS requirements.

Section 1- Offerors shall specifically define and detail how the Offeror shall innovatively and cost-effectively execute PWS paragraph 3 “Requirements” scope as well as possess the technical performance requirements, disciplines, and skill sets identified in the PWS for each requirement. This specifically includes the integration and utilization of the full range of the Offeror’s expertise and personnel to execute the PWS requirements as well as the Offeror’s plan to incorporate and apply lessons learned among and between mission set areas. The Management Approach shall also detail and demonstrate the Offeror’s plan and capability to execute and staff multiple tasks simultaneously as well as respond to short notice, urgent and emergent requirements. The Management Approach shall also include the following administrative, process, and procedures elements:

a) Organization structure;

b) Lines of communication with the Government and integration of effort(s);

c) Team composition (i.e. Prime and Subcontractor identification, roles and responsibilities;

d) Task and subcontract management process and procedures;

e) Problem Solving, Communications and Rapid Response: Respond rapidly to changing requirements and circumstances. Specifically, to respond to verbal requests during normal working hours in near real time, and to provide surge and reach-back capabilities as dictated by the urgency of the tasking. Able to identify and solve problems, integrate and incorporate lessons learned across organizational boundaries, and provide for a routine means of communicating issues, corrective actions, and standard reports to the Government

f) Processes for identifying, coordinating, and resolving programmatic problems, and incorporating lessons learned;

Section 2 – Offerors shall specifically define and detail the Offeror’s process, plan, and capability to provide and staff urgent surge requirements for additional personnel during performance of tasks with a turnaround time of 90 days or less. The “Surge Staffing Plan” shall identify the Offeror’s plan to recruit, hire, train, and retain a highly qualified workforce capable of accomplishing the requirements of the PWS and with the identified disciplines and skill sets identified in PWS paragraph 3 “Requirements”.

Section 3 – The Offeror shall provide an Incoming Transition Plan that details all aspects of ramp-up including transition risks with mitigations strategies and staffing schedules, training and data capture for all prime and subcontracted efforts as necessary. The Offeror should describe plans to certify the proposed facility to store classified information (up to SECRET), accept GFE, complete staff DTRA badging etc. The Offeror will show how the transition will reduce/impact to current schedules, and detail how and when the Offeror will have processes and procedures in place. The Government anticipates a transition period of 30 days between contract award and beginning of full contract performance.

Section 4 – Offerors shall identify the Offeror’s offsite facilities and specifically define and detail how those facilities meet or shall meet the requirements identified in PWS paragraph

3.8 “Facilities”.

Section 5- Offerors shall specifically define and detail the Offeror’s Socio-Economic Utilization Plan reflecting the requirements in paragraphs L.2.11 through L.2.12. In addition, the plan shall specifically define and detail the specific tasks/requirements to be accomplished by the small business partners.

L.3.3.3 Subfactor B through G: Technical Approach The Offeror shall submit a technical approach, staffing plan and personnel resumes to support the PWS.

The Offeror shall submit a comprehensive Technical Approach broke out into 6 sections for each major J10 requirement area in the PWS (Para 3.1; 3.2; 3.3; 3.4; 3.5; and 3.6) specifically defining and detailing their technical understanding and corresponding technical approach to executing the PWS. Each Technical Approach submittal shall include three tabs, one for each of the following:

Tab 1 – Execution Plan – Offerors shall provide a comprehensive, detailed narrative that specifically defines and details the Offeror’s technical understanding of the PWS requirements and the Offeror’s corresponding Execution Plan for performing the tasks in the PWS. Details shall provide in-depth specificity as to how the Offeror is going to execute the requirements and provide the required deliverables (as applicable). NOTE: Solely citing historical performance of same or similar efforts without specifically describing and detailing the Offeror’s proposed Execution Plan for performing the immediate PWS requirements does not constitute an Execution Plan and shall be rated accordingly.

Tab 2 – Staffing Plan Matrix – Offerors shall provide a Staffing Plan Matrix that corresponds with the Execution Plan specifying names, position title/labor categories, specific section of the PWS each individual will be supporting, if they are key personnel and the number of hours they will be projected to work. Offeror shall provide names of any individual proposed to work over 455 hrs/yr. Using “to be determined” (TBD) or other references instead of supplying a candidate’s name is unacceptable. If individuals will be cross-utilized, account for their hours in each Technical Approach

DRAFT

Source Selection Information – See FAR 3.104 and 2.101

Below is an example of the format for the Staffing Plan Matrix. For ease of review, Staffing Matrix shall be grouped by Company (i.e. Prime Company first, Subcontractors next, etc.); then alphabetically by last name. DO NOT include any cost data in the Staffing Plan Matrix (see L.1.3.9).

STAFFING PLAN MATRIX

Transition

Name Company

Position Title / Labor Category

PWS Requirement(s) Responsibility

Key Personnel (Yes/No)

Hours

Doe, John ABC Corp Instructor 3 3.4.3 No 200 King.

Natalie ABC Corp Curriculum

Developer 3

3.3 No 250

Osborne, Jack

ABC Corp Project Manager 3 3.1.1 Yes 320

Jones, Bill PDW Inc. Safety Officer 3.5.3 No 260 Smith, Sam PDW Inc. Specialist 4

(Contracts) 3.2, 3.4.1 No 0

Jacobs, Jill

XYZ Inc. Analyst 3 (Financial)

3.4.2 No 456

Base Year

Doe, John

ABC Corp Instructor 3 3.4.3 No 920 Exercise Planner 3 3.3 No 1000

King.

Natalie

ABC Corp Curriculum Developer 3

3.1.1 No 1920

Osborne, Jack

ABC Corp Project Manager 3 3.5.3 Yes 1840

Matthews, Sara

LMN Corp Curriculum Developer 4

3.2, 3.4.1 No 1550

Jones, Bill PDW Inc. Exercise Planner 2 3.4.2 No 1920 Smith, Sam PDW Inc. Specialist 4

(Contracts)

3.4.3 No 1920

Jacobs, Jill

XYZ Inc. Analyst 3 (Financial)

3.3 No 1550

Option 1

ABC Corp Instructor 3 3.4.3 No 1880 Exercise Planner 3 3.3 No 1920

King.

Natalie

ABC Corp Curriculum Developer 3

3.1.1 No 1920

Osborne, Jack

ABC Corp Project Manager 3 3.5.3 Yes 1840

Matthews, Sara

LMN Corp Curriculum Developer 4

3.2, 3.4.1 No 1550

Jones, Bill PDW Inc. Exercise Planner 2 3.4.2 No 1920 Smith, Sam PDW Inc. Specialist 4

(Contracts)

3.4.3 No 1550

Jacobs, Jill

XYZ Inc. Analyst 3 (Financial)

3.3 No 1550

Option 2

King. ABC Corp Curriculum 3.1.1 No 1920

DRAFT

Source Selection Information – See FAR 3.104 and 2.101

Natalie Developer 3 Osborne, Jack ABC Corp Project Manager 3 3.5.3 Yes 1840

Matthews, Sara

LMN Corp Curriculum Developer 4

3.2, 3.4.1 No 1550

Jones, Bill PDW Inc. Exercise Planner 2 3.4.2 No 1920 Smith, Sam PDW Inc. Specialist 4

(Contracts)

3.4.3 No 1920

Jacobs, Jill

XYZ Inc. Analyst 3 (Financial)

3.3 No 1550

Option 3

King.

Natalie

ABC Corp Curriculum Developer 3

3.1.1 No 1920

Osborne, Jack

ABC Corp Project Manager 3 3.5.3 Yes 1840

Matthews, Sara

LMN Corp Curriculum Developer 4

3.2, 3.4.1 No 1550

Jones, Bill PDW Inc. Exercise Planner 2 3.4.2 No 1920 Smith, Sam PDW Inc. Specialist 4

(Contracts)

3.4.3 No 1920

Jacobs, Jill

XYZ Inc. Analyst 3 (Financial)

3.3 No 1550

Option 4

King.

Natalie

ABC Corp Curriculum Developer 3

3.1.1 No 1920

Osborne, Jack

ABC Corp Project Manager 3 3.5.3 Yes 1840

Matthews, Sara

LMN Corp Curriculum Developer 4

3.2, 3.4.1 No 1550

Jones, Bill PDW Inc. Exercise Planner 2 3.4.2 No 1920 Smith, Sam PDW Inc. Specialist 4

(Contracts)

3.4.3 No 1920

Jacobs, Jill

XYZ Inc. Analyst 3 (Financial)

3.3 No 1550

Tab 3 – Resumes - The Offeror shall provide resumes for ALL individuals proposed in the Staffing Plan Matrix to support this PWS. At a minimum, each resume shall contain the following information:

Full name, proposed Position Title/Labor Category, and description of position responsibilities as they relate to the PWS requirements.

Summary of Professional Experience (A narrative of relevant education, experience, training, etc. that makes this individual particularly suited for the proposed position. Include dates, job titles and employer)

If the individual being proposed is not a current employee of the Prime or Sub-contractor, then immediately after that individuals resume insert their Letter of Commitment/Intent.

DRAFT

Source Selection Information – See FAR 3.104 and 2.101

For those positions not exceeding 455 hours, the offerors will provide an abbreviated resume (not to exceed 2…