Draft_Section_L_and_M.pdf

ATTACHMENT 1: SECTION L – INSTRUCTIONS TO OFFERORS

1. L–4 SOLICITATION RESPONSE REQUIREMENTS

2. L–4.1 GENERAL

The offeror shall submit documentation illustrating their approach for satisfying the requirements of this solicitation. Proposals must be clear, coherent, and prepared in sufficient detail for effective evaluation of the offeror’s proposal against the evaluation criteria. Also, this documentation shall cover all aspects of this solicitation and include the offeror’s approach for execution of all required activities. Proposals must clearly demonstrate how the offeror intends to accomplish the project and must include convincing rationale and substantiation of all claims in its proposal. Unnecessarily elaborate brochures or other presentations beyond those sufficient to present a complete effective response to the solicitation are not desired.

The offerors shall describe their proposals, through the use of graphs, charts, diagrams and narrative, in sufficient detail for the Government to understand and evaluate the nature of the approach. In its evaluation, the Government will consider the degree of substantiation of the proposed approaches in the proposal volumes and in response to any discussions if held.

All correspondence in conjunction with this solicitation should be directed to the Government

Contracting Officer and Contract Specialist identified below:

Contracting Officer’s Name: JoAnna Lovett-Black

Phone Number: (904) 696-5170

Mailing Address: 5880 Channel View Boulevard, Building 100, Room 123, Jacksonville, FL

32226-3404

E-mail address: joanna.lovett-black@bic.usmc.mil

3. L–4.2 PROPOSAL VOLUME REQUIREMENTS

The proposal shall be accompanied by a cover letter (letter of transmittal) prepared on the company’s letterhead stationery. The cover letter (letter of transmittal) shall identify all enclosures being transmitted and shall be used only to transmit the proposal and shall include no other information. The first or title page shall be in accordance with FAR 52.215-1, paragraph

(c)(2). The following are further descriptions of the information that shall be provided with the proposal.

Volume Section L

Reference

Elec.

Copies

(CDs)

Paper Copies Page

Limit

I. Executive Summary L–4.3 3 Original plus 5 copies

I. Technical Approach/Methodology L–4.4 3 Original plus 5 copies No limit

I. Business and Management

Approach L–4.5 3

Original plus 5 copies No limit

II. Past Performance L–4.6 3 Original plus 5 copies No limit

III. Cost/Price L–4.7 3 Original plus 5 copies No limit

L–4.2.1 Page Limitations. The cover letter, title page, table of contents, table of figures, list of tables and glossary of abbreviations & acronyms do not count against page count limitations.

Proposal contents that exceed the stated page limitations will be removed from the proposal by the Contracting Officer, prior to turning the proposal over to the Government evaluation teams, and will not be considered in the evaluation.

L–4.2.2 Format. Text shall be single-spaced, on 8½” x 11” paper (except as specifically noted), with a minimum one-inch margin all around. Pages shall be numbered consecutively. A page printed on both sides shall be counted as two pages. Offerors may use 11” x 17” sized fold-out pages for tables, charts, graphs, or pictures that cannot be legibly presented on 8½” x 11” paper.

An 11” x 17” is a two-sheet equivalent (with regards to the page count limitations). Print shall be of a minimum 12-point font size or a maximum 10 characters per inch spacing. Bolding, underlining, and italics may be used to identify topic demarcations or points of emphasis.

Graphic presentations, including tables, while not subject to the same font size and spacing requirements, shall have spacing and text that is easily readable.

Each volume in the proposal shall include a copy of the cover letter (letter of transmittal), title page and table of contents. The table of contents shall list sections, subsections and page numbers. Each volume shall contain a glossary of all abbreviations and acronyms used. Each acronym used shall be spelled out in the text the first time it appears in each proposal volume.

In addition to the paper copies identified above, the offeror shall submit all proposal information in electronic format on a CD. Text and graphics portions of the electronic copies shall be in a format readable by Microsoft (MS) Word 2010. Data submitted in spreadsheet format shall be readable by MS Excel 2010. Oral presentation material shall be readable by MS Office 2010 or

MS PowerPoint 2010. In case of conflict between the paper copy, oral presentation, and/or the electronic copy of the proposals submitted, the paper copy shall take precedence.

Each volume shall be bound separately in hard side three-ring binders. CDs shall be “read-only”

CDs.

L–4.2.3 Submission Address. The proposals and all copies shall be sent or hand-carried to the address and POC shown below:

Organization Name: Blount Island Command, Contract Support Management Office

Address: 5880 Channel View Boulevard, Bldg 100, Room 123, Jacksonville, FL 32226-3404

ATTN: JoAnna Lovett-Black, Contracting Officer

RFP: M67004-15-R-0028

L–4.2.4 Submission Due Dates. Offers must be received prior to 12:00 Noon EST, 3 August

2015. Late submissions will not be accepted.

L–4.2.5 Restriction of Disclosure/Proprietary Information. If the offeror wishes to restrict the disclosure or use of its proposal, use the legend permitted by FAR 52.215-1(e). Individual subcontractor/vendor proprietary information may be submitted via separate binders/CDs. The information contained in these binders/CDs must be referenced (by binder title, page and section number as appropriate) within the main proposal where the information would have been included if it were not subcontractor/vendor proprietary. The information in these separate binders/CDs is subject to all other requirements of the RFP and must be well-marked to clearly indicate any special handling instructions.

L–4.2.6 Cross Referencing. Each volume, other than the Cost volume, shall be written to the greatest extent possible on a stand-alone basis so that its content may be evaluated with a minimum of cross-referencing to other volumes of the proposal. Cross-referencing within a proposal volume is permitted where its use would conserve space without impairing clarity.

Hyperlinking of cross-references is permissible. Information required for proposal evaluation, which is not found in its designated volume or cross-referenced, is assumed omitted from the proposal.

L–4.2.7 Oral Presentations. Oral Presentations shall be utilized for the Non-Cost/Price

(Technical) Factors Evaluation.

a. Time Limit – The offeror’s oral presentation shall not exceed 2 hours. The Contracting Officer reserves the right to terminate the presentation if it overruns the prescribed time limit. During the presentation, the Source Selection Evaluation Board (SSEB) members will not interrupt the offeror to ask questions (except to request the repetition of inaudible words or statements or the explanation of terms that are unknown to them) or otherwise engage the offeror in any dialogue.

A question and answer period will follow and may cover the entire proposal. These questions will not constitute “discussions” as defined in FAR 15.306.

b. Offeror Attendees – A maximum of 10 presenters will be allowed into the presentation room at any one time.

c. Topics – The offeror’s oral presentation will address the following:

Topic Applicable Sub-Factor Specific

Instructions

Factor 1: Technical Approach/Methodology Proposed Solution and

Capability

L– 4.4.1

Factor 1: Technical Approach/Methodology Proposed Performance

Measures and Milestones

L– 4.4.2

Factor 1: Technical Approach/Methodology Proposed Quality Control

Plan, Tracking, Metrics, Documentation and

Reporting

L– 4.4.3

Factor 2: Business and Management Approach Management Plan L– 4.5.1

Factor 2: Business and Management Approach Contract Administration L– 4.5.2

d. Presentation Media – Offerors shall elect to utilize and structure their oral presentations using any type of Windows 7 computer-generated/operated/viewed media. The number of PowerPoint presentations (or other media) should be reasonable for the stated time limits for presentation. The use of a specific type of visual aid(s) is at the offeror’s discretion.

e. Paper and Electronic Copies – The offeror shall submit a preliminary version of their planned Oral Presentation materials as part of their written proposal submission. Five (5) printed color copies of the final presentation shall be provided to the Government when the offeror begins their presentation. The offeror shall also provide an electronic copy (CD) of the final presentation on the day of the oral presentation.

f. Recording the Presentation – The Government reserves the right to videotape the oral presentation. If videotaping is conducted; all firms participating in an oral presentation will be notified at least 72 hours before the scheduled oral presentation. If utilized, Oral Presentation will be videotaped by the Government, be available to the source selection evaluation board for their review during the source selection, and be maintained as part of the source selection record.

g. Scheduling – The Oral Presentation will be scheduled as soon as practicable after proposal receipt, as arranged with the offerors by the Contracting Officer. The Government reserves the right to reschedule presentations at the sole discretion of the Contracting Officer.

h. Location – The Oral Presentation site will be arranged “conference style” with a videoconferencing screen provided for viewing the presentation. The location will be at Blount

Island Command, Bldg 100, Second Floor, Commander’s Conference Room, 5880 Channel

View Boulevard, Jacksonville, Florida 32226 or other announced location.

A view of the presentation room may be arranged via video teleconferencing or by photographs sent via electronic mail when the Contracting Officer schedules each offeror’s time for their oral presentation.

The Government reserves the right to change the Oral Presentation site at the sole discretion of the Contracting Officer.

L–4.2.8 Electronic Submission of Proposal.

(a) By submission of a proposal on electronic media, the offeror must ensure that the submission is readable, in the format specified in the solicitation, and has been verified as free of computer viruses. Prior to any evaluation, the Government will check all files for viruses and ensure that all information is readable. In the event that any files are defective (unreadable), the Government may only evaluate the readable electronic files. Further, if defective (unreadable) media renders a significant deficiency in the offeror's proposal, the Government may consider the proposal incomplete and not consider such proposals for further evaluation.

(b) The offeror must ensure that:

(1) The electronic and paper copies of its proposal submitted in response to the solicitation are identical;

(2) It has verified that its electronic proposal is readable on the hardware and software operating system format specified below:

Windows 7

(3) It has verified that the electronic proposals are free of computer viruses using standard commercial anti-virus software.

(c) A proposal that fails to conform to the requirements of paragraphs (a) and (b) above may be subject to interception or delay at Governmental electronic communications portals. This interception or delay may result in the proposal being lost, deleted, destroyed, or forwarded in such a manner that the proposal arrives at the target destination past the time and date of the deadline for submission established in the solicitation. In the event that a proposal is lost, deleted, or destroyed due to the offeror's failure to conform to the requirements of paragraphs (a) and (b) above, such proposal will be considered to have never been delivered to the Government.

In the event that a proposal is delayed due to the offeror's failure to conform to the requirements of paragraphs (a) and (b) above, the proposal will be treated as late in accordance with the provision of this solicitation entitled Late Submissions, Modifications, and Withdrawals of

Proposals.

4. L–4.3 EXECUTIVE SUMMARY (VOLUME I)

The offeror shall provide an Executive Summary as part of its technical proposal that provides an overview of the technical and business/management approaches. The Executive Summary is to clearly include company’s capabilities and strengths to successfully perform the resultant contract as well as any assumptions, deviations, or exceptions to the RFP.

The topics of the Executive Summary are to include the following topics/technical factors in a summarized version:

5. L–4.4 TECHNICAL APPROACH/METHODOLOGY FACTOR REQUIREMENTS

(VOLUME I)

The Technical Approach/Methodology Factor Requirements Volume shall be organized in the following format:

Sub-Factor 1: Proposed Solution and Capability

Sub-Factor 2: Proposed Performance Measures and Milestones

Sub-Factor 3: Proposed Quality Control Plan, Tracking, Metrics, Documentation and Reporting

L–4.4.1 Sub-Factor 1 – Proposed Solution and Capability. The offeror shall submit its detailed proposed technical approach, solution, and capabilities for executing all of the contract requirements as set forth in the Performance Work Statement.

L–4.4.2 Sub-Factor 2– Proposed Performance Measures and Milestones. The offeror shall submit its proposed performance measures and milestones that correspond with its understanding of the work breakdown, contract requirements, and significant contract activities.

L–4.4.3 Sub-Factor 3– Proposed Quality Control Plan, Tracking, Metrics, Documentation and

Reporting. The offeror shall submit its proposed Quality Control Plan and a detailed description as to how it plans to proactively identify quality issues and needs; ensure quality work is performed; and its specific plan for monitoring quality after work has been completed.

6. L–4.5 BUSINESS AND MANAGEMENT APPROACH FACTOR REQUIREMENTS

(VOLUME I)

The Business and Management Approach Volume shall be organized in the following format:

Sub-Factor 1: Management Plan

Sub-Factor 2: Contract Administration

L–4.5.1 Sub-Factor 1 – Management Plan. The offeror shall submit a detailed Management

Plan that clearly describes at a minimum each of the following: (1) consideration and/or extent of small business participation; (2) staffing (both initial staff and subsequent management of the staff); (3) key personnel; (4) training of staff; (5) vacancy filling; (6) phase-in transition; (7) subcontracting plan/management of subcontracts (as applicable); (8) work safety and environmental concerns; and (9) ability to respond quickly to emergency requirements or military exercises OCONUS-wide. The offeror’s Management Plan is to clearly describe how its management approach will ensure that all work requirements, both CONUS and OCONUS, are completed in a timely manner and of the acceptable level of quality.

L-4.5.1.1 In addition to the minimum requirements of L-4.5.1 herein, the offeror shall submit a proposed Small Business Subcontracting Plan if utilizing subcontracts in the performance of the resultant contract that is in compliance with the statutory requirements for Small Business

Subcontracting as set forth in FAR 19.702. Additionally, offeror shall include specific details on its demonstrated ability to submit an acceptable subcontracting plan within thirty days of notice of an award. Submission of a Small Business Subcontracting Plan is not applicable to small business prime contractors.

L-4.5.1.2 In addition to the minimum requirements of L-4.5.1 herein, the offeror shall submit for evaluation a total compensation plan in accordance with FAR 52.222-46 setting forth proposed salaries and fringe benefits for professional employees working on the contract.

Supporting information will include data, such as recognized national and regional compensation surveys and studies of professional, public and private organizations, used in establishing the total compensation structure.

L-4.5.1.3 In addition to the minimum requirements of L-4.5.1 herein, the offeror shall submit for evaluation a phase-in and phase-out plan to ensure that it meets the minimum requirements of

FAR 52.237-3, Continuity of Services.

L-4.5.1.4 In addition to the minimum requirements of L-4.5.1 herein, the offeror shall identify and provide the list of all essential skills for work performance. Additionally, the offeror shall identify and propose all personnel considered essential (i.e. key personnel) for successful performance of the contract. The key personnel positions shall include, at a minimum, the individual responsible for the management of the overall contract.

L-4.5.1.5 Offerors shall submit a resume for each proposed key personnel to demonstrate the extent of the individual's relevant skills. Offerors are also required to demonstrate the availability of their proposed key personnel by submitting letters of commitment to serve in the stated contract position and their present availability to serve for the term of the proposed contract.

L–4.5.2 Sub-Factor 2 – Contract Administration. The offeror shall describe how it intends to make management of the contract proactive, collaborative, and effective. The offeror shall clearly describe at a minimum each of the following: (1) Contractor Code of Business Ethics and Conduct; (2) maintaining compliant accounting, estimating, purchasing, and property management business systems; (3) responsiveness in review and execution of bilateral modifications and change orders; and (4) overall philosophical approach to contract business relations and customer satisfaction.

7. L-4.6 PAST PERFORMANCE REQUIREMENTS (VOLUME II)

L-4.6.1 Offerors are directed to complete Contractor Performance Data Sheets on no more than five (5) of the offeror’s most recently completed Federal Government or Commercial contracts, not to exceed five years since completion for like or similar services to those to be provided under this RFP. Offerors may submit performance data regarding current contract performance as long as a minimum of three (3) year(s) of performance has been completed as of the closing date of this RFP.

The offeror has both the duty and discretion to determine which of its prior contracts are most relevant to the currently described requirements. However, the offeror should consider that the

Government shall give special attention to past performance relating to the United States Federal

Government. Commercial contracts of similar scope and breadth will also be considered.

If the offeror is unable to provide five (5) relevant contracts for past performance evaluation, a lesser number may be submitted.

Subcontractor past performance will be evaluated. The offeror may also submit relevant contracts performed by subcontractors that will perform under this contract, but under no circumstances may an offeror submit more than five (5) contracts for review, regardless of whether the contracts were performed by the offeror, subcontractor(s), or any combination thereof. Any submission(s) in excess of this stated limit will be excluded by the Government.

The Government will choose the excluded contract(s) at random, or in any manner that the

Government, in their absolute discretion, deems appropriate, without any consideration for the best interests of the offeror. If subcontractor contracts are submitted, the offeror must also clearly indicate the percentage of work to be completed by the subcontractor. If the offeror possesses no relevant past performance, it should affirmatively state this fact in the Contractor

Performance Data Sheets. Failure to submit the completed Contractor Performance Data Sheets shall be considered certification (by signature on the proposal) that the offeror has no past performance for like or similar items for the Government to evaluate.

Joint Ventures (individual members/partners) past performance will be evaluated. The offeror may also submit relevant contracts performed by each of the partners of the joint ventures that will perform under this contract, but under no circumstances may an offeror submit more than five (5) contracts per each partner in a joint venture for review, regardless of whether the contracts were performed by one or both of the partners of the joint venture, or any combination thereof. Any submission(s) in excess of this stated limit will be excluded by the Government.

The Government will choose the excluded contract(s) at random, or in any manner that the

Government, in their absolute discretion, deems appropriate. If the joint venture possesses no relevant past performance, either individually or as joint venture, it should affirmatively state this fact in the Contractor Performance Data Sheets. Failure to submit the completed Contractor

Performance Data Sheets shall be considered certification (by signature on the proposal) that the offeror has no past performance for like or similar items for the Government to evaluate.

CONTRACTOR PERFORMANCE DATA SHEET

(Offeror: Complete one Form for each Contract of Similar Scope and Complexity to the Requirement

Established in RFP M67004-15-R-0028, Plans & Data Support)

This RFP/RFQ Number:

Contractor Name:

Address:

Contractor’s POC (Person to verify data):

Telephone:

FAX:

CONTRACT PERFORMANCE INFORMATION

Contract Number: Date Completed:

Contract Type: RFQ___ RFP___ Cost Reimbursement ____ Other (Specify) ___________

Brief Item/Service Description (See Quality (1) below to provide additional detail):

Project Location

Project Size/Period of Performance:

Customer Name:

Customer POC (Person who can verify data):

Address:

Telephone:

FAX:

OFFEROR SHALL COMPLETE THE FOLLOWING TO BE CONSIDERED RESPONSIVE

QUALITY

YES NO

1 Were supplies/services similar in nature to this solicitation’s work description? *

2 Was/is any part of this contract terminated for default and/or in litigation? *

3 Was consideration or a monetary withhold for non-conforming supplies/services? *

4 Was any warranty work completed on delivered items or rework of services? *

5 Did you receive any quality awards in the past three years?

CUSTOMER SATISFACTION

6 Were the customers completely satisfaction with the completed products & services? *

TIMELINESS

7 Were all items (including products, services, reports, etc.) delivered within the original contract schedule?

8 Were liquidated damages or consideration assessed for late delivery *

BUSINESS RELATIONS

9 Did subcontractor get effectively managed where subcontracts were necessary? *

10 Was an environment of reasonableness and cooperation nurtured whereby flexibility existed and solutions were recommended?

11 Was there a good working relationship with the Contracting Officer and COR? *

OTHER PERTINENT INFORMATION

12 Describe any corrective action(s) initiated to solve any of the above-described problems/deficiencies on this contract. Discuss the success of the corrective action(s) taken.*

NOTES:

(1) Answers in columns containing an asterisk (*) require an explanatory narrative attached to this form. Other answers may include narrative response at the offerors election.

(2) The Contractor Performance Data Sheet is a self-certifcation by the offeror of its past performance for contracts of similar scope and complexity as that established in RFP, M6704-15-R-0028.

(3) The information provided herein, coupled with validation from the Past Perfromance Questionnaires, PPIRS, CPARS, and other public past performance information, shall be used to evaluate the offeror’s past performance in meeting cost, price, technical, and performance objectives. The results may also be used in the overall comparative evaluation of the offeror(s) in order to make a best value award decision.

L.4.7.2 In addition to providing the required Contractor Performance Data Sheets established in L.4.7.1; Offerors are directed to submit the following Past Performance

Questionnaire to at least three (3) current and prior customers/references of contracts similar in scope and complexity as the requirement in this RFP in order for the Government to make a complete assessment of the relevancy, quality, and confidence of the offeror’s Past Performance.

L.4.7.2.1 All responses to the Past Performance Questionnaire shall be submitted directly from the respondent to the Contracting Officer. Completed Past Performance Questionnaires included in an offeror’s proposal shall not be considered.

L.4.7.2.2 It is the responsibility of the offeror to ensure that Past Performance Questionnaires are received by the Contracting Officer in accordance with the date/time established for receipt of proposals. Past Performance Questionnaires received after the date/time established for receipt of proposals shall not be considered.

L.4.7.2.3 All timely Past Performance Questionnaire responses received will become a part of the offeror’s proposal and subject to evaluation.

SUBJECT: Past Performance Evaluation Form for ___________________ (Offeror’s Name); Request for Proposal (RFP) Number M67004-15-R-0028

Dear Sir or Madam:

You are requested to answer the attached Past Performance Questionnaire in response to a solicitation issued by the United States Marine Corps, Blount Island Command, Jacksonville, Florida

32226. It is stressed that this questionnaire be filled out by the addressee and not the Offeror, and that the information then forwarded to the Government individual identified below. The addressee is requested to sign the questionnaire as a validation of the assessment.

RESPONDENT: DO NOT RETURN YOUR RESPONSE TO THE CONTRACTOR THAT

FORWARDED THIS QUESTIONNAIRE TO YOU.

This letter, as well as the attached questionnaire, has been forwarded to you by _____________

(insert name of firm/offeror). This firm intends to submit a proposal as either a Prime Contractor or a

Subcontractor in response to Solicitation M67004-15-R-0028 for Plans & Data Support Services. This company has been instructed to forward this correspondence to you for assessment of its past performance. Please complete the questionnaire and email it to the following email address NLT the proposal due date: 3 Aug 2015.

A member of our evaluation group may be in contact with you regarding your response should it become necessary. In the event that your response contains derogatory or superlatively positive responses/comments regarding the Contractor’s performance, you are requested to discuss your response and submit available documentation supporting these assessments. Your submittal of such documentation will hopefully eliminate post-response inquiries.

If you have any questions about this form or the overall past performance process, please contact the undersigned at joanna.lovett-black@bic.usmc.mil. Your cooperation in this matter is greatly appreciated.

Sincerely, //S//

JoAnna Lovett-Black

Contracting Officer

Encl

Signature of Offeror Title

Typed or Printed Name Date

PAST PERFORMANCE QUESTIONNAIRE

TO REFERENCE: (Enter name of reference entity the questionnaire is being sent to)

REFERENCE’S PHONE NUMBER:

REFERENCE’S EMAIL:

FROM REQUESTING FIRM:

(Name of Firm and contact information of the person requesting the accomplishment of the questionnaire.)

Your assistance is requested in support of a source selection. The USMC Blount Island Command is in the process of soliciting offers from companies capable of providing Plans and Data Support Services. [Our firm] has provided your name and organization as a reference regarding our record of past performance under Contract No. [CONTRACT NO.].

Please complete this Questionnaire and forward a PDF copy to JoAnna Lovett-Black, Contracting Officer, at joanna.lovett-black@bic.usmc.mil.

[Our firm] is competing for Solicitation #M67004-15-R-0028 as a:

Prime Contractor

Subcontract to (please identify the Prime Contractor under which you will compete for the contract awards):

When complete, the information on this form is SOURCE SELECTION SENSITIVE INFORMATION (41 U.S.C. 423) and shall be protected accordingly.

SECTION I - TO BE COMPLETED BY OFFEROR

1. CONTRACTOR NAME & ADDRESS:

2. CONTRACT NO.:

3. CAGE CODE:

4. PERIOD OF PERFORMANCE:

5. COMPETITIVELY AWARDED (circle one) YES or NO

6. INITIAL CONTRACT VALUE (with options): $

7. CURRENT CONTRACT VALUE (with options): $

8. TYPE OF CONTRACT:

9. REASONS FOR DIFFERENCE (IF ANY) BETWEEN INITIAL CONTRACT VALUE AND CURRENT CONTRACT VALUE:

10. DESCRIPTION OF CONTRACT REQUIREMENTS:

Please add a continuation page if additional space necessary.

SECTION II - EVALUATION - TO BE COMPLETED BY EVALUATING ORGANIZATION REPRESENTATIVE

11. CUSTOMER OR AGENCY NAME (AND DESCRIPTION): 12. EVALUATOR’S NAME:

13. EVALUATOR’S TITLE:

14. EVALUATOR’S PHONE NUMBER:

15. EVALUATOR’S EMAIL ADDRESS:

16. NUMBER OF YEARS OR MONTHS EVALUATOR HAS MONITORED

CONTRACTOR’S PERFORMANCE:

17A. INDIVIDUAL RATINGS EVALUATION:

Please indicate your satisfaction with the contractor’s performance by placing an “X” in the appropriate block using the scale provided to the right of each question. This scale is defined as follows:

CODE PERFORMANCE LEVEL

E EXCEPTIONAL - Quality of performance exceeded all contractual requirements and expectations. The contract performance specification was accomplished with only minor problems for which corrective actions taken by the contractor were highly effective. The contractor was pro-active in identification of problems, providing alternatives and recommendations.

VG VERY GOOD - Quality of performance met contractual requirements and exceeded many expectations. The contract scope of work was accomplished with some minor problems for which corrective actions taken by the contractor were highly effective.

S SATISFACTORY – Quality of performance met contractual requirements. The contract scope of work was accomplished with some problems for which corrective actions taken by the contractor were satisfactory.

M MARGINAL – Quality of performance did not meet some contractual requirements. The contract scope of work had some serious problems which the contractor did not resolve to the customer’s satisfaction. The contractor’s proposed corrective actions appeared to be only marginally effective or were not fully implemented by the contractor.

U UNSATISFACTORY – Quality of performance did not meet most contractual requirements and recovery is not likely in a timely manner. The contract scope of work performance had major problems for which the contractor’s corrective actions were ineffective.

NA NOT APPLICABLE - Unable to provide a score as the question does not apply.

Technical Performance E VG S M U NA

T1. Quality of Product or Service. Ability of Contractor to: provide accurate deliverables/reports; meet service specifications of the contract; provide timely proposals; respond to short notice requirements; provide and adhere to quality control/management plan (when required)

T2. Schedule. Ability of Contractor to provide deliverables/reports required by the contract on time

T3. Cost/Price Control. Ability of Contractor to: provide accurate contract costs/estimates; track and control costs; meet and perform within negotiated costs; provide current, accurate and complete invoices/billing; submit cost reporting information in a timely manner

T4. Outside the Continental United States (OCONUS) Support. Ability of Contractor to: obtain and retain required clearances and documentation for OCONUS performance; adhere to applicable guidance, instructions, directives for

OCONUS performance.

Technical Performance E VG S M U NA

T5. Business Relations. Ability of Contractor to: maintain effective relationship between key Contractor personnel and key Government personnel; manage, resolve problems and respond to and/or integrate changes in mission-related requirements

T6.

T7.

T8

T9.

T10.

T11.

T12

T13

T14

Management Capability E VG S M U NA

M1. Effectiveness of overall contract management (including ability to effectively lead, manage and control the program)

M2. Contractor was reasonable and cooperative in dealing with your staff (including the ability to successfully resolve disagreements/disputes)

M3. Timeliness/effectiveness of contract problem resolution without extensive customer guidance

M4. Understand/complied with customer objectives and technical requirements

M5. Successfully responded to emergency and/or surge situations

M6. Quality/effectiveness of sub-contracted efforts

M7. Effectiveness of material management (including Government Furnished Property, Information, or Material)

M8. Effectiveness of acquisition management

M9. Contractor proposed alternative methods/processes that reduced cost, improved maintainability or other factors that benefited the customer

M10. Contractor implemented responsive/flexible processes to improve quality and timeliness of support.

M11. Successfully managed an integrated team inclusive of subcontractors/teammates.

M12. The Contractor’s management plans met the customer’s requirements and resulted in efficient, effective and adaptable program planning and execution

M13. Obtained and updated the human knowledge capital required for successful contract execution

M14. Retained Key Personnel, staff and subcontractors with sufficient qualifications, experience and had successful methods for accommodating changes in staffing levels in a dynamic environment which yielded efficient, effective and adaptable planning and execution of the program

M15. Successfully recruited and retained employees qualified for the effort

Transition/phase-in E VG S M U NA

T1. Phase-In

T2. Phase-Out

Small and Small Disadvantaged Business Participation E VG S M U NA

S1. Ability to meet or exceed small business and small disadvantaged business goals set forth in the approved subcontracting plan, as applicable.

S2. Ability to effectively manage small business participation to meet technical performance, as applicable.

S3. The extent to which small business firms were actively considered for participation in the performance of the contract.

Cost Performance E VG S M U NA

C1 Accuracy in forecasting contract costs

C2 Demonstrated ability to meet forecasted costs and perform within contract costs

C3 Demonstrated ability to alert Government of unforeseen costs before they occur

C4 Sufficiency and timeliness of cost reporting

17B. Please discuss each response for which you indicated E (Exceptional), M (Marginal) or U (Unsatisfactory) in response to the questions above (use additional sheets, if necessary).

18. OVERALL EVALUATION RATING (circle one):

Overall Assessment: (a) EXCEPTIONAL (b) VERY GOOD (c) SATISFACTORY (d) MARGINAL (e) UNSATISFACTORY (f) NOT OBSERVED

19. Any unsatisfactory performance identified above has been shared with the contractor. ( ) Yes: written or oral ? ( ) No

20. Government Contracts ONLY: Has/was this contract been partially or completely terminated for default or convenience or are there any pending terminations?

Yes___ Default___ Convenience___ Pending Terminations___ No ___

If yes, please explain (e.g., inability to meet cost, performance, or delivery schedules, etc).

21. Would you have any reservations about soliciting this Contractor in the future or having them perform one of your critical and demanding programs?

Yes___ No ___

If yes, please explain (e.g., inability to meet cost, performance, or delivery schedules, etc).

22. COMPLETED BY: __________________________________________________ (Name, Title, Date)

__________________________________________________________________________ (Signature)

__________________________________________________________________________ (Address)

__________________________________________________________________________ (Point of Contact Information)

8. L–4.8 COST FACTOR REQUIREMENTS (VOLUME III)

The offeror shall provide a total estimated cost for completion of all of the tasks and responsibilities associated with Contract Line Items (CLINs) 0001, 1001, 2001, 3001, and

4001. The total estimated cost shall include the total estimated direct cost + fringe + all indirect rates + fixed fee.

Failure to provide a total estimated cost for CLINs 0001, 1001, 2001, 3001, and 4001 shall render your proposal as unresponsive.

The offeror shall not provide a price for any CLIN or SUBCLIN with a Government pre-established Not-to-Exceed amount unless its proposed cost exceeds the Not To Exceed amount. CLINs associated with Travel/ODCs, Materials, and Military Exercise Support have pre-established Not-To-Exceed amounts that are based upon historical and contract precedent. NOTE: All surge work in support of performance under CLINs 0001, 1001, 2001, 3001, and 4001 is pre-established as a Not-to-Exceed Amount by the Government and the offeror shall not provide a separate cost.

L-4.8.1 The Offeror shall agree to hold its proposed cost in its offer firm for 180 calendar days from the date specified for receipt of offers, unless another time period is specified in the Request For Proposal.

L-4.8.2 The offeror shall submit the following detailed information to support its proposed cost as applicable:

(a) Direct Contract Labor: Breakdown of direct contract labor cost by named person or labor category including number of labor-hours and current actual average hourly rates based on a work year of 2,080 hours. The breakdown of contract labor cost shall be made in accordance with an applicable work breakdown structure and executing performance deliverables, i.e. squadron and ship plans. Indicate whether current rates or escalated rates are used. If escalation is included, state the degree (percent) and methodology. Direct labor or levels of effort are to be identified as labor-hours and not as a percentage of an individual's time. Indicate fringe benefit rate, if separate from indirect cost rate.

*(b) Other Direct Costs: The amount proposed for duplication/reproduction, meetings and conferences, postage, communication and any other applicable items. Travel, subsistence and local transportation shall be supported with a breakdown which includes:

number of trips anticipated, cost-per-trip-per-person, destination(s) proposed, number of person(s) scheduled for travel, mode of transportation, and mileage allowances if privately-owned vehicles will be used.

*(c) Materials: Cost breakdown of materials or equipment must be supported with the methodology used and vendor quotations supplied as applicable.

(d) Consultants: If consultants are proposed, state the amount of service estimated to be required and the consultant’s quoted daily or hourly rate. Include

Consulting Agreements entered into between consultant(s) and the offeror, or invoices submitted by consultant(s) for similar services previously provided to the offeror.

(e) Subcontracts: If proposed, cost information for each subcontractor shall be furnished in the same format and level of detail as prescribed for the prime offeror.

Additionally, the offeror shall submit the following information:

(1) A description of the items/services to be furnished by the subcontractor;

(2) Identification of the proposed subcontractor and an explanation of why and how the proposed subcontractor was selected including the extent of competition obtained;

(3) The proposed subcontract price, the offeror's cost or price analysis thereof, and performance/delivery schedule, and;

(4) Identification of the type of subcontract to be used.

(f) Indirect Rates: The offeror shall identify in its proposal the specific method used to calculate its indirect cost rate and the type of indirect rate(s) that it proposes to use under the resultant contract. The offeror is to describe the specific method in sufficient detail so that the Government can understand how the ratio between the total indirect expenses and the direct cost base was determined. The offeror shall also provide all known and projected indirect rates that will be used on the resultant contract, (inclusive of providing all established prevailing indirect rates for contracts of similar scope and magnitude; prevailing applicable provisional indirect rates that will be used for the contract during the first and subsequent years of the contract; projected provisional indirect rates that the Government could expect to pay during the life of the contract; and the estimated maximum indirect rates that the Government could expect to pay at the end of five years under this contract). Offerors lacking Government-approved indirect cost rates shall provide detailed background data indicating the cost elements included in the applicable pool and a statement that such treatment is in accordance with the company's established accounting practice. Offerors with established rate agreements with federal cognizant agencies shall submit one copy of such agreement for contracts of similar scope and complexity in order to be considered responsive.

(g) Fixed Fee. Offerors shall complete a DD Form 1547, Weighted Guidelines, for each period of performance to formulate and submit its proposed fixed fee for evaluation.

Each offeror’s price proposal shall include a total of five (5) completed DD Form 1547s for the Government’s evaluation – representative of each period of performance. Offerors are required to refer to FAR Part 15.404-4 for the limitation on fees paid on cost plus fixed fee contracts. Offerors are required to utilize the instructions contained in DFARS 215.404-71 for completion of the DD Form 1547, Weighted Guidelines. Not-To-Exceed amounts established in the Request For Proposal for surge requirements, travel, military exercises, and materials are to be transferred onto the DD Form 1547 Weighted Guidelines form in order for the offeror to establish total direct costs and for the Government to evaluate all proposed costs.

(h) Objective documentation of offeror having a DCAA-compliant accounting system that would support Cost Type contracts.

*- denotes providing only if your estimated costs exceed the Government’s Not to Exceed

Amount.

SECTION L – WEIGHTED GUIDELINES

RECORD OF WEIGHTED GUIDELINES APPLICATION

SYMBOL

DD-AT&L(Q)1751

1. REPORT NO.

ref: M67004-

15-R-0028

2. BASIC PROCUREMENT INSTRUMENT IDENTIFICATION NO. 3. SPIIN 4. DATE OF ACTION

a. PURCHASING OFFICE b. FY c. TYPE PROC INST CODE d. PRISN a. YEAR

b. MONTH

Jan

5. CONTRACTING OFFICE CODE

USMC Blount Island Command (902)

ITEM

COST CATEGORY

OBJECTIVE

6. NAME OF CONTRACTOR

TBD - Solicited on Unrestriced Competitive Basis with HubZone Price Eval Pref

13. MATERIAL $

14. SUBCONTRACTS $ -

7. DUNS NUMBER 8. FEDERAL SUPPLY CODE

R799

15. DIRECT LABOR $

16. INDIRECT EXPENSES $

9. DOD CLAIMANT PROGRAM 10. CONTRACT TYPE CODE

Cost - CPFF

17. OTHER DIRECT CHARGES $

18. SUBTOTAL COSTS (13 thru 17) $

11. TYPE EFFORT

12. USE CODE 19. GENERAL AND ADMINISTRATIVE $

20. TOTAL COSTS (18 + 19) $

WEIGHTED GUIDELINES PROFIT FACTORS

ITEM CONTRACTOR RISK FACTORS ASSIGNED

WEIGHTING

ASSIGNED VALUE BASE (Item 20) PROFIT OBJECTIVE

21. TECHNICAL

22. MANAGEMENT/COST CONTROL

23. PERFORMANCE RISK (COMPOSITE) $ $

24. CONTRACT TYPE RISK $ $

25.

WORKING CAPITAL

COSTS FINANCED LENGTH FACTOR INTEREST RATE

$ - 0 0.000% $ -

CONTRACTOR FACILITIES CAPITAL FINANCED ASSIGNED VALUE AMOUNT EMPLOYED

26. LAND

27. BUILDINGS

28. EQUIPMENT 0.0% $ - $ -

29.

COST EFFICIENCY FACTOR

ASSIGNED VALUE BASE (Item 20)

0.00% $ $ -

30. TOTAL PROFIT OBJECTIVE $

NEGOTIATED SUMMARY

PROPOSED OBJECTIVE NEGOTIATED

31. TOTAL COSTS $

32. FACILITIES CAPITAL COST OF MONEY (DD Form 1861)

33. PROFIT $

34. TOTAL PRICE (Line 31 + 32 + 33) $ - $

35. MARKUP RATE (Line 32 + 33 divided by 31) 0.000% 0.000% 0.000%

CONTRACTING OFFICER APPROVAL

36.TYPED/PRINTED NAME OF CONTRACT-

ING OFFICER (Last, First, Middle Initial)

37.SIGNATURE OF CONTRACTING OFFICER 38. TELEPHONE NO.

904.696.5170

39.DATE SUBMITTED

OPTIONAL USE

96. 97. 98. 99.

BASE YEAR

REPORT CONTROL

1. REPORT NO.

ref: M67004-

15-R-0028

TBD - Solicited on Unrestricted Competitive Basis w/ HubZone Price Eval Pref

13. MATERIAL $

14. SUBCONTRACTS $ -

7. DUNS NUMBER 8. FEDERAL SUPPLY CODE

R799

15. DIRECT LABOR $

16. INDIRECT EXPENSES $

9. DOD CLAIMANT PROGRAM 10. CONTRACT TYPE CODE

Cost - CPFF

20. TOTAL COSTS (18 + 19) $

WEIGHTED GUIDELINES PROFIT FACTORS

ITEM CONTRACTOR RISK FACTORS ASSIGNED

WEIGHTING

ASSIGNED VALUE BASE (Item 20) PROFIT OBJECTIVE

21. TECHNICAL

22. MANAGEMENT/COST CONTROL

$ - 0 0.000% $ -

CONTRACTOR FACILITIES CAPITAL FINANCED ASSIGNED VALUE AMOUNT EMPLOYED

26. LAND

0.00% $ $ -

30. TOTAL PROFIT OBJECTIVE $

NEGOTIATED SUMMARY

PROPOSED OBJECTIVE NEGOTIATED

31. TOTAL COSTS $

32. FACILITIES CAPITAL COST OF MONEY (DD Form 1861)

33. PROFIT

34. TOTAL PRICE (Line 31 + 32 + 33) $ - $ $ -

35. MARKUP RATE (Line 32 + 33 divided by 31) 0.000% 0.000% 0.000%

CONTRACTING OFFICER APPROVAL

36.TYPED/PRINTED NAME OF CONTRACT-

ING OFFICER (Last, First, Middle Initial)

37.SIGNATURE OF CONTRACTING OFFICER 38. TELEPHONE NO.

904.696.5170

39.DATE SUBMITTED

OPTION YEAR 1

1. REPORT NO.

ref: M67004-

15-R-0028

13. MATERIAL $

14. SUBCONTRACTS $ -

7. DUNS NUMBER 8. FEDERAL SUPPLY CODE

R799

15. DIRECT LABOR $

16. INDIRECT EXPENSES $

9. DOD CLAIMANT PROGRAM 10. CONTRACT TYPE CODE

Cost - CPFF

20. TOTAL COSTS (18 + 19) $

WEIGHTED GUIDELINES PROFIT FACTORS

ITEM CONTRACTOR RISK FACTORS ASSIGNED

WEIGHTING

ASSIGNED VALUE BASE (Item 20) PROFIT OBJECTIVE

21. TECHNICAL

22. MANAGEMENT/COST CONTROL

$ - 0 0.000% $ -

CONTRACTOR FACILITIES CAPITAL FINANCED ASSIGNED VALUE AMOUNT EMPLOYED

26. LAND

0.00% $ $ -

30. TOTAL PROFIT OBJECTIVE $

NEGOTIATED SUMMARY

PROPOSED OBJECTIVE NEGOTIATED

31. TOTAL COSTS $

32. FACILITIES CAPITAL COST OF MONEY (DD Form 1861) INCOMPLETE

33. $

34. TOTAL PRICE (Line 31 + 32 + 33) $ - $ $ -

35. MARKUP RATE (Line 32 + 33 divided by 31) 0.000% 0.000% 0.000%

CONTRACTING OFFICER APPROVAL

36.TYPED/PRINTED NAME OF CONTRACT-

ING OFFICER (Last, First, Middle Initial)

37.SIGNATURE OF CONTRACTING OFFICER 38. TELEPHONE NO.

904.696.5170

39.DATE SUBMITTED

OPTION YEAR 2

1. REPORT NO.

ref: M67004-

15-R-0028

13. MATERIAL $

14. SUBCONTRACTS $ -

7. DUNS NUMBER 8. FEDERAL SUPPLY CODE

R799

15. DIRECT LABOR $

16. INDIRECT EXPENSES $

9. DOD CLAIMANT PROGRAM 10. CONTRACT TYPE CODE

Cost - CPFF

20. TOTAL COSTS (18 + 19) $

WEIGHTED GUIDELINES PROFIT FACTORS

ITEM CONTRACTOR RISK FACTORS ASSIGNED

WEIGHTING

ASSIGNED VALUE BASE (Item 20) PROFIT OBJECTIVE

21. TECHNICAL

22. MANAGEMENT/COST CONTROL

23. PERFORMANCE RISK (COMPOSITE) $

$ - 0 0.000% $ -

CONTRACTOR FACILITIES CAPITAL FINANCED ASSIGNED VALUE AMOUNT EMPLOYED

26. LAND INCOMPLETE

27. BUILDINGS INCOMPLETE

0.00% $ $ -

30. TOTAL PROFIT OBJECTIVE $

NEGOTIATED SUMMARY

PROPOSED OBJECTIVE NEGOTIATED

31. TOTAL COSTS $

32. FACILITIES CAPITAL COST OF MONEY (DD Form 1861)

33. PROFIT $

34. TOTAL PRICE (Line 31 + 32 + 33) $ - $ $ -

35. MARKUP RATE (Line 32 + 33 divided by 31) 0.000% 0.000% 0.000%

CONTRACTING OFFICER APPROVAL

36.TYPED/PRINTED NAME OF CONTRACT-

ING OFFICER (Last, First, Middle Initial)

37.SIGNATURE OF CONTRACTING OFFICER 38. TELEPHONE NO.

904.696.5170

39.DATE SUBMITTED

OPTION YEAR 3

1. REPORT NO.

ref: M67004-

15-R-0028

TBD - Solicited on Unrestricted Competitive Basis with HubZone Price Eval Pref

13. MATERIAL $

14. SUBCONTRACTS $ -

7. DUNS NUMBER 8. FEDERAL SUPPLY CODE

R799

15. DIRECT LABOR $

16. INDIRECT EXPENSES $

9. DOD CLAIMANT PROGRAM 10. CONTRACT TYPE CODE

Cost - CPFF

20. TOTAL COSTS (18 + 19)

WEIGHTED GUIDELINES PROFIT FACTORS

ITEM CONTRACTOR RISK FACTORS ASSIGNED

WEIGHTING

ASSIGNED VALUE BASE (Item 20) PROFIT OBJECTIVE

21. TECHNICAL

22. MANAGEMENT/COST CONTROL

$ - 0 0.000% $ -

CONTRACTOR FACILITIES CAPITAL FINANCED ASSIGNED VALUE AMOUNT EMPLOYED

26. LAND

0.00% $ $ -

30. TOTAL PROFIT OBJECTIVE $

NEGOTIATED SUMMARY

PROPOSED OBJECTIVE NEGOTIATED

31. TOTAL COSTS $

32. FACILITIES CAPITAL COST OF MONEY (DD Form 1861)

33. PROFIT $ INCOMPLETE

34. TOTAL PRICE (Line 31 + 32 + 33) $ - $ $ -

35. MARKUP RATE (Line 32 + 33 divided by 31) 0.000% 0.000% 0.000%

CONTRACTING OFFICER APPROVAL

36.TYPED/PRINTED NAME OF CONTRACT-

ING OFFICER (Last, First, Middle Initial)

37.SIGNATURE OF CONTRACTING OFFICER 38. TELEPHONE NO.

904.696.5170

39.DATE SUBMITTED

OPTION YEAR 4

ATTACHMENT 2: SECTION M – EVALUATION FACTORS FOR AWARD

M.1 BASIS FOR AWARD

M.1.1 AWARD SELECTION: The Offeror whose offer conforms to the requirements of the Request

For Proposal (RFP) and provide the best value to the Government will be selected for award. The best value is defined as the proposal that present the most advantageous solution to the Government, based on the evaluation of technical non-cost factors, past performance, and cost/price as specified in the RFP. The best value approach provides the opportunity for technical cost/price trade-offs and does not require that award be made to either the Offeror submitting the highest rated proposal or the Offeror submitting the lowest price, although the ultimate award may be to either one of those Offerors.

In evaluating the proposals, the Government may conduct written or oral communications with any and/or all Offerors, and may reduce the Offerors participating in the competition to only those Offerors most likely to receive award. Additionally, the Government reserves the right to conduct discussions and negotiations with any individual competing Offeror, or all competing Offerors, as the situation warrants.

Discussions with one or more Offeror do not require discussions with all Offerors.

If at any point during the evaluation of Offerors, should the Government conclude based on information submitted by an Offeror, that the Offeror does not have a reasonable chance of receiving this award, that

Offeror will be rendered no longer eligible for award and eliminated from further consideration. Any

Offeror eliminated from further consideration will be notified officially in writing.

The Government reserves the right not to make an award if such action is in its best interest.

Offerors are cautioned not to minimize the importance of a detailed adequate response to all evaluation factors.

M.1.2 ORDER OF IMPORTANCE: The basis of the award will be made against the evaluation factors contained in Section M and the Government’s characterization of the risk involved in making an award to an Offeror. All factors will be considered in the evaluation for award. The following evaluation factors are listed in descending order of importance. Technical Approach/Methodology is the most important factor, followed by Business and Management Approach, and then followed by Past

Performance. The combination of the…