M67854-15-R-6007_Amendment_0001.doc

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION A - SOLICITATION/CONTRACT FORM

The required response date/time has changed from 02-Jul-2015 02:00 PM to 17-Jul-2015 02:00 PM.

SECTION L - INSTRUCTIONS, CONDITIONS AND NOTICES TO BIDDERS

The following have been modified:

INSTRUCTIONS TO OFFERORS

L-1 GENERAL INSTRUCTIONS

L-1.1 The Procuring Contracting Officer (PCO) is the sole Point of Contact (POC) for this acquisition. Address any questions or concerns you may have to the PCO. Written requests for clarification may be sent to the PCO via email.

L-1.1.1 The PCO for this acquisition is:

Ms. Margot Haycook

Marine Corps Systems Command

2200 Lester Street

Quantico, VA 22134

Margot.haycook@usmc.mil

L-1.2 This request for proposal is written in the Uniform Contract Format described in FAR 15.204-1. The Government advises prospective Offeror’s to read the terms and conditions of the model contract carefully and to refer any questions to Margot Haycook at email: margot.haycook@usmc.mil.

L-1.3 Questions about the solicitation documents are due by 1500 (3:00 PM) local time 20 calendar days before proposal due date in the following table format. Please do not bundle multiple questions into one long question. Questions received after the above time and date may not receive a response. Government responses will be posted as an amendment to the solicitation on Federal Business Opportunities (FEDBIZOPPS) at https://www.fbo.gov.

Solicitation Document

Attachments

General Issues

Other

The PCO or any other Government official will not entertain questions via telephone calls pertaining to this RFP.

L-1.4 Submission of Proposal

Proposals must be delivered to the address in Block 7 of the SF 33, by the time and date specified in Block 9 of the SF 33, “Solicitation, Offer and Award.” The time specified on the SF 33 is Eastern Time (ET). Offers received after the time and date specified are late in accordance with the parameters specified in FAR Part 15.208. Offeror’s shall prominently mark all containers used for delivery of proposals with the following statement:

“PERM SOLICITATION M67854-15-R-6007 – DO NOT OPEN IN MAIL ROOM”

For FEDEX and UPS, etc.:

Commander Marine Corps Systems Command Material Management 2201A Willis Street Quantico, VA 22134-6050 Attn: Margot Haycook, PM AFSS (703) 432-5922

For US Postal Service:

Commander Marine Corps Systems Command 2200 Lester Street Quantico, VA 22134-6050 Attn: Margot Haycook, PM AFSS (703) 432-5922

HAND-CARRIED proposals shall be delivered to the address and POC below. OFFERORS MUST CALL AHEAD AS ACCESS TO THIS BUILDING IS RESTRICTED.

Commander

Marine Corps Systems Command

Armor and Fire Support Systems (PMM-114)

ATTN: Ms. Margot Haycook

105 Tech Parkway, Suite 107

Stafford, VA 22555

RFP: M67854-15-R-6007

Phone Number: 703.432.5922

For those proposals being hand delivered to the above address, the following additional instructions apply: Notify the Contracting Officer by email 24 hours prior to the day of delivery via email that you intend to deliver the proposal and an approximate time for delivery to ensure someone is available to receive it.

L-1.5 Submission Requirements. Offerors responding to this solicitation must have previously produced prototype rounds relying on a similar design approach and at least 32 of such rounds must have been fired for testing purposes, with test results captured in a manner which is verifiable by the Government and which permits comparison of the performance of prototype rounds to the Performance Specifications being solicited. Prospective offerors are referred to the prior notices published on FedBizOps via RFI M67854-13-I-6010 posted March 26, 2013 which made test firing of prototype rounds on Government firing ranges available to all prospective offerors.

L-2 CONFIDENTIAL INFORMATION

L-2.1 Freedom of Information Act - The Freedom of Information Act (FOIA) and its amendments have resulted in an increasing number of requests from outside the Government for copies of contractor qualifications and proposals submitted to federal agencies. The Government may deny such requests if the information requested should be withheld under FOIA on the grounds that the Offerors proposal contain “trade secrets and commercial or financial information” [5 USC§552(b)(4)]. The Offeror should mark its submissions in the following manner:

Place the following notice on the title page: “Some parts of this document, as identified on individual pages, are considered by the submitter to be privileged or confidential trade secrets or commercial or financial information not subject to mandatory disclosure under the Freedom of Information Act. Material considered privileged or confidential on such grounds is contained on page(s) _______.”

Each individual item considered privileged or confidential under FOIA should be marked with the following notice: “The data or information is considered confidential or privileged, and is not subject to mandatory disclosure under the Freedom of Information Act.”

L-3 SOURCE SELECTION METHODOLOGY

L-3.1 The Government contemplates award of one (1) Fixed Price Incentive (Firm)(FPI), Firm Fixed-Price, and Cost, - Indefinite Delivery/Indefinite Quantity (ID/IQ) contract to the successful Offeror for the Production and Deployment Phase over a five-year ordering period. This is a best value source selection based on proposal received from Offerors. The Government will select for award the most advantageous proposal representing the best value to the Government using the stated Factors, Subfactors, Elements and general considerations. Proposals will be evaluated for compliance with the terms, conditions, and requirements set forth by the solicitation. Offerors that provide non-responsive proposals may not be eligible for award and will not be further evaluated for consideration. Alternate proposals are not allowed. Proposals with contingent terms and conditions may be deemed non-responsive and could result in the rejection of an Offeror’s proposal. It is the Government’s intent to award to the Offeror whose proposal is determined to provide the best overall value to the Government; however the Government reserves the right to make a single award or no award. The proposal instructions in this section are designed to assist Offerors in preparing a complete response that reflects a full understanding of the proposed approach to accomplish all contractual requirements. Section M provides further detail as to how the proposals will be evaluated.

L-3.2 As prescribed by FAR 52.215-1, the Government may award on the basis of initial offers received, without discussions. Therefore, each initial offer should contain the Offeror’s best terms from a technical, management and cost standpoint. The diagram below provides a visual representation of the acquisition approach to this procurement:

L-4 PROPOSAL PREPARATION INSTRUCTIONS

L-4.1 The Offeror's proposal shall include data and information requested and shall be submitted In Accordance With (IAW) these instructions. Non-conformance with the instructions provided may result in an unfavorable proposal evaluation or rejection of an Offeror’s proposal, rendering it ineligible for award. An Offeror’s proposal must encompass and be compliant with all stated requirements.

L-4.2 The Offeror’s proposal shall be clear, concise, and include sufficient detail for effective evaluation by the Government and for substantiation of stated claims. The proposal shall not simply rephrase or restate the Government's requirements; but rather shall provide convincing rationale to address how the Offeror intends to meet the Factors and Subfactors to be evaluated. Offerors shall assume that the Government has no prior knowledge of its experience and will base its evaluation on the information presented in the Offeror's proposal. The Offeror’s proposal must respond to all Factors and Subfactors. The proposal must demonstrate that the Offeror possesses the capability to plan, organize, and deliver the PERM Engineering and Manufacturing Development (EMD) effort in a coordinated, technically competent fashion that is timely and cost efficient.

L-4.3 An Offeror should formulate its proposal using, to the greatest extent practicable, any technical data, computer software or computer software documentation (as defined in Defense Federal Acquisition Regulation Supplement (DFARS] 252.227-7013 and DFARS 252.227-7014) generated in the performance of a Government contract. Therefore, all Offerors are given express Government permission to use technical data or computer software or computer software documentation for which the Government has a royalty free, world-wide, nonexclusive, irrevocable unlimited, or Government purpose license as established and defined in DFARS 252.227-7013 and DFARS 252.227-7014. Determinations as to the Government's rights for any technical data or computer software generated in the performance of the referenced contracts or any subcontracts should be made in reliance upon Contractor or subcontractor records established IAW paragraph (g) of DFARS 252.227-7013 and 252.227-7014.

L-4.3.1 Technical data furnished by the Government is in an "as is" condition without any warranty as to its accuracy, completeness, or adequacy. The Offeror shall use this technical data at its own risk. The Government assumes no responsibility for such furnished data/documentation nor will the Government have any liability for an Offeror’s proposal should such data/documentation prove to be inaccurate, incomplete, or otherwise defective. The Contractor shall use technical data as marked and IAW DFARS 252.227-7013 and 252.227-7014.

L-4.4 The Offeror shall organize the proposal as set forth in the Proposal Organization Table, below. The titles and contents of the volumes shall be as defined in this table, shall be within the required page limits and with the number of copies as specified in the table. The volumes identified in the table should be separately bound in three-ring, loose-leaf binders. The contents of each proposal volume are described in the proposal organization paragraphs as noted in the table below.

Table L-1. Volume Requirements.

Page Limit

NOTE: Each volume shall be submitted both as a paper version and as an electronic version on a separate CD or DVD. The stated number of copies, both paper and electronic, shall be submitted in addition to 1 original copy of each volume. The Executive Summary shall be submitted as part of the Contract Information Volume. Therefore, the Executive Summary shall be subject to the copy requirements, paper and electronic, stated for the Contract Information volume.

*Volume 1, Technical, shall be divided into two (2) subparts: 1) Performance Specification Compliance and 2) Management Capability.

**Volume 2, Cost/Price, shall be limited to 25 pages for Cost Narrative only. Supporting data/information (e.g. audit materials, cost worksheets, BOEs, BOMs) shall not be included in the page limit.

***Volume 3, Past Performance and Small Business , shall be divided into two (2) subparts: 1) Past Performance and 2) Small Business Participation

Volume 4, Contract Information Volume includes a model contract and data for Sections A-K (fill-ins per section L-6.8) and Sub Contracting Plan (for Large Businesses Only)

L-4.5 Page limitations for each volume and subpart shall be treated as maximums. If the volume and subpart page limitation is exceeded, the excess pages will not be read or considered in the proposal evaluation. When both sides of a sheet display printed material, it shall be counted as two pages. These limitations apply to both paper and electronic versions.

Each page shall be counted except the following:

1. Cover pages

2. Table of Contents

3. List of Tables and Figures

4. Glossaries

5. Tabs/dividers

6. Blank pages

7. Online Representations and Certifications Applications (ORCA) information

8. Cross Reference Matrix (CRM)

L-4.6 Page size shall be 8.5 x 11 inches, not including foldouts (discussed below). The text size shall be no less than 12 point font using Microsoft Word Times New Roman; except for the reproduced sections of the solicitation document or as stipulated in L-3.8. Use at least 1-inch margins on the page top, bottom, and sides. Pages shall be numbered sequentially by volume. In the event the Offeror creates a page numbering ambiguity; the Government may exercise its own discretion in counting pages. Extra credit or special considerations will not be given for the use of colors, pictures, or unnecessary/elaborate graphics. Other than the solicited electronic media; audio recordings, video recordings, or any other electronic media will not be accepted.

L-4.7 The Government may need to conduct discussions with Offerors which will be in the form of Evaluation Notices (EN) issued by the PCO. If the Government issues ENs; specific page limits, format limitations, and submittal timelines will be established for Offeror EN responses. The specified limits for individual EN responses will be identified in the PCO letters forwarding the ENs to the respective Offeror. ENs most likely will be sent electronically via e-mail at the discretion of the Government. The ENs typically will request an e-mail or a paper response; but may request both and/or CD/DVD updates. If a paper version is requested, the initial EN response shall be submitted on a light blue colored paper; to distinguish between the original document and the initial EN responses. If further iterations of ENs are required, the Government will stipulate the page limits, format limitations, and submittal timelines, and required EN response paper color.

L-4.8 Foldout pages may not be used for pages of text; but may be used for large tables, charts, graphs, diagrams, and schematics. Tables, charts, graphs, diagrams, and schematics shall be used wherever practical, to depict data such as organizations, systems layout, implementation schedules, design drawings, and graphic plans. These displays shall be uncomplicated, legible, and pages shall not exceed 11 x 17 inches in size. Each printed side of a foldout will count as two pages and will be considered within the volume page limitation. For tables, charts, graphs, and figures, the font size shall be no smaller than 8 point and acceptable fonts may be Arial, Calibri, or Times New Roman. All information (except documentation numbers, classification markings, and page numbers) shall be contained within an image area no larger than 9 x 15 inches. Foldout pages shall fit entirely within the volume and fold so that the Government can read and evaluate provided information without removing the page from the proposal binder.

L-4.9 Each volume shall contain a glossary of abbreviations and acronyms used for the entire proposal, with an explanation for each. Glossaries do not count against the page limitations for its respective volumes.

L-4.10 Each volume shall contain a detailed table of contents to delineate the sub paragraphs within that volume. (Note: Volume 4, Contract Information Volume, shall include a master table of contents of the entire proposal).

L-4.11 Tab indexing shall be used to identify parts and/or sections within each volume. The Offeror shall index the major sections identified in the volume organization table of contents. Tabs, dividers, and blank pages do not count against the page limitations for its respective volumes.

L-4.12 Tables and figures are not required, but may be used to illustrate quantitative or qualitative data. If provided, each volume shall contain a list of tables and figures within that volume. The list of tables and figures will not count against the page limitations for the volume.

L-4.13 With the exception of CLIN-level pricing provided in Section B of the SF-33 document, to be included as part of the Contract Information Volume, all pricing information shall be addressed in Volume 2 – Price Volume. NO pricing information shall be included within the Technical or Management volumes.

L-4.14 The Technical, Past Performance and Small Business, and Price volumes shall include a cross reference matrix. This matrix shall cross reference the proposal volume and paragraphs to specific RFP requirements, CLINs, WBS, and other parts of the proposal that contain relative information

L-5 PROPOSAL COPIES AND ADDRESS

L-5.1 Copies (paper and electronic) of an Offeror’s proposal must be submitted together IAW the scheduled submission date for the particular volumes. The Contractor and team member information must be incorporated into one coherent submittal. Be sure to identify appropriate markings such as the legend at FAR 52.215-1(e), Restriction on Disclosure and Use of Data.

L-5.2 Each paper copy volume of the proposal shall be separately bound in a three-ring loose-leaf binder; adequately sized to permit the volume pages to lie flat when open. Staples shall not be used. A cover sheet should be bound in each book, clearly marked as to volume number, copy number, Offeror’s name, solicitation title, and solicitation number [reference FAR 52.215-1(c)(2)].

L-5.3 A label shall be placed in the front cover of each binder clearly identifying volume number, copy number, Offeror’s name, Offeror’s address, solicitation title, and solicitation number. A label shall be placed in the spine of each binder clearly identifying volume number, copy number, Offeror’s name, solicitation title, and solicitation number.

L-5.4 Complete electronic volumes shall be submitted in Microsoft Office format, readable by Microsoft (MS) Word 2010, Excel 2010, Project 2010, and Power Point 2010, as applicable and compatible with the following available Government equipment and software products: Microsoft Office 2010. Electronic versions shall be submitted on a CD/DVD in a protector (jewel box or sleeve). The CD/DVD shall be clearly marked as to volume number, Offeror’s name, solicitation title, and solicitation number. Offerors shall ensure electronic versions on CD/DVDs are virus free. If electronic files contain links, the links must be intact and maintained through all revisions. Electronic files contained on the CD/DVD may not be read/write/password protected.

L-5.5 The electronic versions (MS Word, Excel, Project, and Power Point) of the proposal shall be an exact duplicate of the paper versions. Page format restriction and limitations outlined in paragraph L-4.4 apply. The CDs/DVDs will also be used during the proposal evaluation process. The Government will not perform a word-by-word check of the paper version vs. the electronic versions. If discrepancies are identified between the paper version and the electronic versions, the paper version will prevail.

L-5.6 Sound or video, e.g., MPEG files, shall not be embedded into the proposal files.

Price volume CD/DVD requirements. The Offeror shall use Microsoft Excel format for the financial data in the cost proposal. Files contained on the CD/DVD may not be read/write/password protected. If files contain links, the links must be intact and maintained through all revisions.

L-6 CONTENT OF PROPOSAL VOLUMES

L-6.1 Letter of Transmittal/Executive Summary

L-6.1.1 This section shall not exceed three (3) pages and shall be placed at the front of the Contract Information Volume. This section shall consist of Offeror’s Letter of Transmittal and Executive Summary. The Letter of Transmittal shall include any exceptions taken to the specified format prescribed herein or any contingent terms and conditions included in the proposal, and the certification provided at L-6.1.1.1 Offerors should note that proposals with contingent terms and conditions may be deemed non-responsive and could result in the rejection of an Offeror’s proposal. The Letter of Transmittal shall also include the proposal validity period, which shall be no less than 240 calendar days from the date of submission. The Executive Summary shall include a brief summary of the Offeror’s PERM. No price information shall be contained in the Letter of Transmittal/Executive Summary.

Contents of this volume will not be considered in the Government’s best value evaluation and determination under Section M.

L-6.1.1.1 Certification

Offerors shall execute and include the following Certification in the Executive Summary unless exceptions and/or assumptions have been identified.

I hereby certify that our offer dated (INSERT DATE) in response to solicitation M67854-15-R-6007 meets and/or exceeds all of the requirements delineated in solicitation M67854-15-R-6007. In addition, I hereby certify that our offer dated (INSERT DATE) in response to solicitation M67854-15-R-6007 does not take any exception to, deviate from or otherwise request a waiver for any of the requirements delineated in solicitation M67854-15-R-6007 unless otherwise stated. Moreover, I hereby certify that our offer dated (INSERT DATE) in response to solicitation M67854-15-R-6007 does not include any ground rules, assumptions, or any other verbiage which conditions or otherwise limits our offer dated (INSERT DATE) in response to solicitation M67854-15-R-6007 unless otherwise stated.

Company:

Authorized Signature/Title/Date:

L–6.2 Anticipated Award Date The anticipated award date for this requirement is February 2016. This information is provided for use as a basis for schedules and burden (overheads, G&A, etc.) mid-point calculations. The Government reserves the unilateral right to adjust the actual contract award date.

L-6.3 Volume 1 – Technical (Factor )

The Offeror’s proposal shall describe the approach to accomplish stated technical requirements in this RFP and the process for how the Offeror will furnish the effort to achieve program objectives and work content as stated in the Statement of Work (SOW) and Performance Specification (PS). The Offeror’s proposal shall be responsive to the following Subfactors:

L-6.3.1 Subfactor 1 – Performance Specification Compliance This section shall include a CRM per the template provided as Attachment (6) - Section J. In the CRM the Offeror shall list in the “Meet or Exceed Requirment” column; either Will Not Meet, Threshold, Exceeds Threshold or Objective, to indicate the Offeror’s proposed level of performance against the government performance specification. If exceeding Threshold but not fully compliant to Objective, state the exact amount in the explanation column. Do not provide technical justification for design compliance in the CRM. The Offeror’s proposed values in the CRM will be incorporated at contract award as the required specification. The Government will be incorporating a Government Demonstration Test Result Summary (GDTRS) into the submitted proposals as a starting point for risk analysis. To acquire a copy of their GDTRS the offeror shall contact the Contracting Officer identified in Section L.1.1.1. The Offeror shall include substantiating information to address the Offeror’s ability to meet the proposed performance specifications. This shall include identification of failures from the GDTRS along with root cause analysis, proposed corrective action and mitigation plans to implement any proposed design changes. Other significant design changes from the GDTRS test rounds will be identified and proposed design and development plans discussed including supporting test and analysis of the design changes.

L-6.3.2 Subfactor 2 - Management Capability

This section shall address Production and Systems Engineering. The Technical Volume, Management Section shall include a CRM per the template provided as Attachment (6) – Section J to the RFP.

Element 1 - Production Schedule

A Production Schedule shall be included with this section. The Production Schedule shall be editable and compatible with Microsoft Project 2010. At a minimum, the schedule shall integrate all data items, testing, hardware deliveries, contract program events/reviews, contract milestones, technical milestones, key decision points and program events. If the Offeror’s proposed delivery for the base year is shorter than the Government's minimum requirement delineated in Section F of the RFP, the Offeror shall include that delivery schedule in their response, which will then become the required delivery schedule, if awarded a contract. The Offeror shall also include their proposed delivery schedule for the follow-on years in accordance with their proposed production capability. This section shall also address and substantiate current plant capacity or analysis to achieve the plant capacity necessary to meet the contract requirements, long lead items, production schedule for the All Up Rounds (AURs), and current and projected workload on current contracts. Any areas which have proven to be schedule risks or issues on current or past contracts shall be addressed.

Element 2 - Systems Engineering The Offeror shall describe its Systems Engineering approach to meeting the contract requirements. The Offeror shall provide a proposed organizational and Work Breakdown Structure for the proposed contract scope. The Offeror shall provide a description of their Management and Systems Engineering processes and controls which will be used to manage the proposed contract effort. The Offeror shall also provide evidence that they meet or will meet all the security requirements contained in the PERM SOW.

L–6.4 Volume 2 – Price/Cost Proposal

L-6.4.1 Summary Cost Data

6.4.1.1 Section 1.1 – Cost/Price Summaries

Cost/Price summaries shall be provided by calendar year and contain the cost/price summary information requested below for all items.

6.4.1.1.1 Cost Summaries for PERM PVT Rounds – CLIN 1000

The Offeror shall provide cost summaries pursuant to the requirements of Table 15-2 of FAR 15.408, defined to the level 3 Work Breakdown Structure (WBS) and cost element level. All cost summaries shall be traceable directly back to the technical proposal. The Offeror shall provide supporting details regarding costs of any agreements (including WFPPA) that will be used to accomplish CLIN 1000.

The Offeror shall propose the Target Cost, Target Profit, and Target Price for the Fixed Price Incentive CLIN 1000 within the following Government/Contractor share line boundaries: Underrun – 50/50, Overrun – 50/50, Ceiling Price shall be 120% of Target Cost.

A Bill of Materials (BOMs) and Basis of Estimates (BOEs) are required to be submitted for base year CLIN 1000. Offerors narratives are to explain any pricing discrepancies in this CLIN 1000 such as price breaks, escalation, material or parts changes, etc. Offeror’s pricing shall be proposed in the Pricing Matrix in Attachment 8 – Section J and shall follow the pricing guidelines therein.

6.4.1.1.2 Cost Summaries for PERM TFT Plan and Rounds – CLIN 1002

The Offeror shall provide cost summaries pursuant to the requirements of Table 15-2 of FAR 15.408, defined to the level 3 Work Breakdown Structure (WBS) and cost element level. All cost summaries shall be traceable directly back to the technical proposal. The Offeror shall provide supporting details regarding costs of any agreements (including WFPPA) that will be used to accomplish CLIN 1002.

The Offeror shall propose the Target Cost, Target Profit, and Target Price for the Fixed Price Incentive CLIN 1002 within the following Government/Contractor share line boundaries: Underrun – 50/50, Overrun – 50/50, Ceiling Price shall be 120% of Target Cost.

A Bill of Materials (BOMs) and Basis of Estimates (BOEs) are required to be submitted for base year CLIN 1002. Offerors narratives are to explain any pricing discrepancies in this CLIN 1002 such as price breaks, escalation, material or parts changes, etc. Offeror’s pricing shall be proposed in the Pricing Matrix in Attachment 8 – Section J and shall follow the pricing guidelines therein

6.4.1.1.3 Cost Summaries for PERM Production Rounds – CLIN 2000, 3000, 4000, and 5000 (if ordering periods 2-5 are ordered)

In addition to the requirements listed in paragraph 6.4.1.1 and 6.4.1.1.1, the Offeror shall propose the Unit and Total Price for each (including stepladders as specified in Section B Note D) of the following Fixed Price Incentive CLINs 2000, 3000, 4000, and 5000. Offeror’s stepladder pricing shall be proposed in the Pricing Matrix in Attachment 8 – Section J and shall follow the stepladder pricing guidelines therein.

6.4.1.1.4 Cost Summary for PERM Data — CLIN 1001, 2001, 3001, 4001 and 5001 (if ordering periods 2-5 are issued)

The Offeror shall not provide a cost summary for Data under CLINs 1001, 2001, 3001, 4001 and 5001 as they are not separately priced. Note: Costs for Exhibit A, Contract Data Requirements List are not separately priced and will be included in and evaluated as part of the requiring CLINs. The Offeror shall complete blocks 17 and 18 of the CDRLs. Each data item shall have an estimated cost/price, either a dollar amount or the term NO COST (N/C). (Data Costs are required for analytic purposes only. Under Section B of the RFP, all data costs shall be included as specified.

6.4.1.1.5 Price Summaries for PERM Engineering Support – CLIN 2002 (if ordered)

The Offeror shall propose fixed prices for engineering support under CLIN 2002. The Offerors proposed unit pricing will be incorporated into the contract. The proposed unit pricing will be used in placement of Firm, Fixed Price Orders in ordering period 2. Offeror’s pricing shall be proposed in the Pricing Matrix in Attachment 8 – Section J and shall follow the pricing guidelines therein

6.4.1.1.6 Price Summaries for PERM Hardware — Extractor Tool – CLIN 2003 (if ordered)

The Offeror shall propose fixed prices for extractor tool under CLIN 2003. The Offerors proposed unit pricing will be incorporated into the contract. The proposed unit pricing will be used in placement of Firm, Fixed Price Orders in ordering period 2. Offeror’s pricing shall be proposed in the Pricing Matrix in Attachment 8 – Section J and shall follow the pricing guidelines therein

6.4.1.1.7 Price Summaries for PERM Hardware – Interface Cable (if required) – CLIN 2004 (if ordered)

The Offeror shall propose fixed prices for Interface Cable under CLIN 2004. The Offerors proposed unit pricing will be incorporated into the contract. The proposed unit pricing will be used in placement of Firm, Fixed Price Orders in ordering period 2. Offeror’s pricing shall be proposed in the Pricing Matrix in Attachment 8 – Section J and shall follow the pricing guidelines therein.

6.4.1.1.8 Price Summaries for PERM Provisioning (if required) – CLIN 2005 (if ordered)

The Offeror shall propose fixed prices for Provisioning of canister and dunnage, extractor tool and interface cable under CLIN 2005. The Offerors proposed unit pricing will be incorporated into the contract. The proposed unit pricing will be used in placement of Firm, Fixed Price Orders in ordering period 2. Offeror’s pricing shall be proposed in the Pricing Matrix in Attachment 8 – Section J and shall follow the pricing guidelines therein

6.4.1.1.9 Price Summaries for PERM Training – CLIN 2006 (if ordered)

The Offeror shall propose fixed prices for Training under CLIN 2006. The Offerors proposed unit pricing will be incorporated into the contract. The proposed unit pricing will be used in placement of Firm, Fixed Price Orders in ordering period 2. Offeror’s pricing shall be proposed in the Pricing Matrix in Attachment 8 – Section J and shall follow the pricing guidelines therein.

6.4.1.1.10 Price Summaries for PERM Technical Publications – CLIN 2007 (if ordered)

The Offeror shall propose fixed prices for technical publications under CLIN 2007. The Offerors proposed unit pricing will be incorporated into the contract. The proposed unit pricing will be used in placement of Firm, Fixed Price Orders in ordering period 2. Offeror’s pricing shall be proposed in the Pricing Matrix in Attachment 8 – Section J and shall follow the pricing guidelines therein

6.4.1.1.11 Facilities Capital Cost of Money Instructions for All CLINs (as applicable)

The Facilities Capital Cost of Money (FCCOM) is not a fee-bearing cost under this contract. If FCCOM is proposed, Offerors must show the calculation of the proposed amount. Additional narrative may be submitted as a separate document, if necessary, to describe derivation of labor rates, use of uncompensated overtime pools to which indirect rates are applies, etc. FCCOM and any facilities rental/leasing of Government facilities should be included as a cost element. If FCCOM is not proposed, it shall not be an allowable cost under the contract.

6.4.1.2 Section 1.2 –Other Information

The Offeror shall furnish the following information for the Prime and for each major subcontractor or team member (subcontracts of $1,000,000, or more per year or 10% of total contract price, whichever is less (hereinafter all such firms are referred to as “major subcontractor”)). This schedule shall include, as a minimum, the following information:

(1) Prime and Subcontractor’s name, address, and place of performance,

(2) Prime and Subcontractor’s description of the supplies and services to be subcontracted,

(3) Prime and Subcontractor’s anticipated subcontract value, and

(4) Prime and Subcontractor’s type of subcontract to be used.

The Prime shall indicate the source of:

a) Substantiation of Government approval of the Offeror’s accounting system and date of approval;

b) Substantiation of Government approval of the Offeror’s purchasing system and date of approval;

c) Substantiation of Government determination of adequacy on the Prime’s disclosure statement and date (if required) pursuant to FAR 30.202;

d) Address, telephone number (including area code), and point of contact of the cognizant ACO office for each prime and major subcontractor;

e) Address, telephone number (including area code), and point of contact of the cognizant Defense Contract Audit Agency (DCAA) office for each prime and major subcontractor,

f) Contractor Establishment Code (CEC) for each prime and major subcontractor’

g) Earned Value Management System Information in accordance with DFARS 252.234-7001.

L-6.4.2 CHAPTER 2.0 – SUPPORTING COST DATA

Supporting cost data shall be submitted as required herein.

Poor or inadequate supporting cost data may negatively impact the Government’s evaluation of the Offeror. Omitted data may result in Government assumptions regarding the omitted data. Such assumptions may be detrimental to the Offeror; therefore, Offerors are encouraged to submit as complete a disclosure of their pricing methodologies as they deem appropriate.

Offerors shall round dollar amounts to the nearest whole dollar. The final dollar amount per CLIN in Section B of the offer shall be rounded to the nearest dollar. Offerors shall round ratios, factors, and decimal numbers to four decimal places to the right of the decimal point.

An Offeror’s proposal is presumed to represent its best effort to respond to the solicitation. Accordingly, the Offeror is required to fully explain any inconsistencies between the various volumes of their proposal. For example, if the intended use of new and innovative techniques is the basis for an abnormally low cost estimate, the nature of these techniques and the impact on the Offeror’s cost or price should be explained in this section and technically in Volume 1, Subfactor 1. “Management reductions” (or challenges) to costs must also be fully explained. For example, if an Offeror makes a “management reduction: or challenge which makes their offer, or portions of their Offer, below actual anticipated costs, the Offeror shall identify the management reductions and the Offeror’s plan for achieving these reductions. In addition, any new or changed direct or indirect cost allocation rates (e.g., direct labor, overhead, or G&A allocation rates) or planned revisions to cost accounting disclosures shall be fully explained. The offeror shall describe the extent to which these revised rates are projected to benefit performance of the efforts contained in this solicitation. The Offeror shall also describe its ability and commitment to maintain these rates or revised accounting procedures after contract award. Should the Offeror include one or more “rate caps,” the Offeror shall provide an in-depth analysis of the rate history including the rational for offering such rate caps and an assessment of the potential risks (including the risk to performance) should actual rates exceed the proposed caps. Finally, the Offeror shall also provide a specific clause for inclusion in the resulting contract that describes the affective rates, established the rate cap, and grants the Government the unilateral right to include the rate cap provision into the resulting contract. If the proposed costs, for FPI CLINs only, are considered unrealistic, the Government may make upward adjustments only to the Offeror’s proposed costs to develop an estimate of the projected cost to the Government for each Offeror’s proposed approach.

The supporting cost data shall be organized by section as described below. Each section shall be titled and tabbed for easy identification. The Offeror shall provide cost and price data, and supporting explanations and rationale, in an orderly, organized, and easy-to-follow format. The summary estimates shall track to detailed basis of estimates.

For FPI CLINs only, the Offeror shall provide a narrative or description, in sufficient detail, to demonstrate cost/price reasonableness, credibility, and reliability for each cost element. Defense Contract Management Agency (DCMA), Defense Contract Audit Agency (DCAA) and other Government agencies may be contacted to verify data. The Offeror shall provide methodologies used to estimate each cost element (i.e., labor costs including labor mix, labor hours, labor hour expenditure pattern, labor rates, escalation, and indirect rates; etc.). The offeror shall include any Forward Pricing Rate Agreements (FPRAs) in support of labor rates. If no FPRA is available, the Offeror shall provide the Forward Pricing Rate Recommendation (FPRR). If no FPRA or FPRR is available, the Offeror shall provide another form of rate corroboration (e.g., payroll data).

With the exception of 2.6, the below sections 2.1 through 2.5 are applicable to the FPI CLINs only. Section 2.6 is applicable to all CLINs regardless of contract type.

6.4.2.1 Section 2.1 – Work Week Assumptions

A standard 40 hour/week, 2080 hours/year is recommended. If another standard is used, it should be precisely defined. Any deviation from the above hours, without substantiation, may cause an Offeror’s proposal not to be considered for award. The hour estimates provided shall include all hours (i.e. all prime Contractor hours, all subcontractor hours, and all consultant hours).

6.4.2.2 Section 2.2—Direct Costs

This section shall include the following:

Provide the percentage of subcontracts that will be awarded through the competitive process and the dollar amount of the subcontracts to be awarded competitively.

The Offeror shall submit with the price proposal a listing of Production Special Tooling and Production Special Factory Test Equipment (PST/PSTE) which shall identify the PST and PSTE required to manufacture the PERM round, quantity of each item required, cost of each item, whit it will be purchased, and the source of financing.

In all cases where labor hour category, material cost, and other direct costs are based upon historical information, the Offeror shall identify the past experience, explain how the past experience relates to the current effort, and explain how labor hour category, material cost, and other direct cost data derived from past experience were adapted to the current effort. If the past experience concerns a specific hardware item built or acquired, the Offeror shall identify the item, buying activity, contract number, applicable dates, and item cost.

6.4.2.2.1 Material

Identify and discuss the types and quantities of the proposed direct material. Provide methodology used to generate the proposed material costs including, as a minimum, the percentage of cost based on:

1. Vendor quotations;

2. Prior purchase orders;

3. Catalog prices;

4. Engineering estimate;

5. Sole source; and

6. Competitive purchases.

Provide rationale and history for any estimates and factors used in the calculations of the proposed cost.

6.4.2.2.2.1 Labor Hours

The proposal shall include proposed direct labor hours by category, calendar year (as appropriate) and by Work Breakdown Structure (WBS) element. In all cases where estimates are based upon learning/improvement curve applications, the Offeror should identify the specific area subject to learning, the curve hypothesis (unit or cumulative), and the slope of the curve as a percent. Also, the offeror shall explain what data was used to develop the slope, how this data relates to the current effort, and how data incorporated into the learning curve was attained (i.e., how the first unit was derived).

The proposed direct labor hours shall be clearly stated. Provide detailed rationale and history for all labor hour estimates and factors used in the calculations of the proposed hours. Provide any assumptions, including, for example, overtime hours or weekend hours for any manufacturing, in-house, or testing activities.

Provide direct labor rates by calendar year for each category of labor proposed as appropriate. Indicate whether these rates are subject to a FPRA with the Government (enclose a copy of any FPRA). Additionally, detail any union agreements that control labor rates. Highlight wage rate forecasting assumptions, including escalation, and provide the basis for such escalation. If known, any differences between the DCAA-recommended rates and those proposed should be isolated and discussed. Finally, provide the most recent three (3) years of prior actual rate history by labor category. If no FPRA is available, the Offeror shall provide another form of rate corroboration (e.g., payroll data).

6.4.2.2.2.2 Other Direct Cost

Any other direct costs including (but not limited to); computer usage/leasing, travel and subsistence, and equipment/facilities rental/leasing shall be documented and suitable rationale provided.

Section 2.3—Indirect Costs

Provide proposed overhead and G&A rates and amounts in the proposal, along with cost of money factors and amounts of each calendar year. Indicate if these rates are subject to a FPRA with the Government (enclose a copy of and FPRA). If known, any differences between the DCAA-recommended rates and those proposed should be isolated and discussed. Explain the basis for any significant rate difference between the prior three (3) year’s period and those rates now proposed.

Cost of Money (COM) will only be an allowable cost if proposed; see FAR 15.408(h) and 15.408(i).

Section 2.4—Inter- and Intra-Divisional Transfers

Provide material and labor hours information, as appropriate, for all inter- and intra-divisional transfers. Indicate whether such transfers are “at cost” or “other than cost.” If “other than cost,” describe what the basis is.

6.4.2.5 Section 2.5—Subcontractor Costs

Furnish material, indirect costs and fees, labor hours and other direct costs for each major subcontractor, as appropriate. Offerors may arrange for Subcontractor cost and pricing information to be submitted directly to the PCO as an individually wrapped submittal and indicated as an attachment to the prime’s submittal in the format required in this RFP. Indicate potential subcontractor competition, rationale for the selection of probable source(s), and the reasons why the costs proposed are considered reasonable and realistic. The Offeror shall furnish a copy of any cost or price analyses performed on subcontractor costs performed.

NOTE: The prime-contractor is responsible for timely sub-contractor submissions.

6.4.2.6 Section 2.6—Contractor Self-Assessment of Cost Risk

The Offeror shall explain how the prices it proposes evidences that the Offeror understands the nature of the work it proposes. The Offeror shall discuss the technical, schedule or other risks that may impact the Offeror’s cost significantly. The Offeror shall explain how risk management will be applied for each case. If no areas of significant cost risk can be identified, the Offeror shall explain, in detail, why there is considered to be minimal cost risk, with emphasis on those areas requiring development effort.

L-6.5 Volume 3 – Past Performance

The Past Performance Volume shall include the Offeror’s Past Performance data. The Past Performance Volume shall address Evaluation Factor 3 – Past Performance, as per solicitation Section M. No production or pricing information shall be contained in the Past Performance Volume. Submitting pricing in this volume may lead to an unfavorable evaluation.

Offerors are advised that the Government may use and evaluate independently obtained past performance data such as Past Performance Retrieval System (PPIRS) data and Past Performance Questionnaires (PPQ) (Attachment (9) – Section J), as well as recent and relevant past performance data provided by the Offeror. Therefore, the Government requests that Offerors provide past performance information that adequately supports its stated capabilities to accomplish the work defined in this solicitation. Since the Government may not necessarily interview all of the sources provided by the Offeror, it is incumbent upon the Offeror to explain the relevance of any past performance data provided. Furthermore, the Government does not assume the duty to search for data to explain or remedy any inconsistencies it finds in the information provided by the Offeror. All past performance information required is applicable to all proposed key subcontractors with whom the Offeror is teaming, as well as the Offeror. The Offeror shall submit with its proposal its key subcontractors’ letter(s) of consent allowing the Government to disclose the subcontractors’ past performance to the Offeror if necessary. Key subcontractors are those which perform 25% or more of the proposed cost of this effort and/or whose performance on the award contract is such that if it fails, could significantly impact program success.

At a minimum, proposals shall include the following information for work similar in size, scope, and/or complexity to the PERM: technical relevance of the referenced effort to this procurement, demonstrated technical and schedule performance, general responsiveness to contract requirements, management aspects of the effort to include problem resolution, quality of the products and services, and overall customer satisfaction with products and services. For any contracts which did not/do not meet the original requirements with regard to original cost, schedule, or technical performance, the Offeror shall provide a brief explanation of the reason(s) for such shortcomings and any demonstrated corrective actions taken to avoid recurrence. Provide a copy of any cure notices or show cause letters received on each contract listed and a description of any corrective action taken.

Offeror shall submit past performance citations within the past three (3) years that are relevant to the efforts required by this solicitation. PLEASE SUBMIT NO MORE THAN THREE (3) CITATIONS PER OFFEROR AND TWO (2) PER KEY SUBCONTRACTOR. Pages are limited to no more than three (3) pages per citation. In addition, any and all contracts terminated in whole or in part during the past five (5) years, to include those currently in the process of such termination are considered relevant and the Offeror shall provide past performance information for those contracts.

Offerors shall complete Part I of the Past Performance Questionnaire (Attachment (9) – Section J) and send it to the assessors (Government or Commercial personnel that had experience with the Offeror on a previous, relevant contract). Offerors shall request the assessors complete Part II of the questionnaire and ask they email it by the closing date of the solicitation, directly to margot.haycook@usmc.mil. Offerors shall also identify to whom Past Performance Questionnaires were submitted for completion by providing, via email to margot.haycook@usmc.mil, the Name of the Government Agency or Commercial Organization, Address, Contract Number, and Evaluator’s Name/Contact Info (Phone Number and Email Address). Any Offeror that is unable to provide three (3) relevant contracts for past performance evaluation may submit a lesser number.

Copy of Past Performance Questionnaires Previously Distributed

Offeror shall provide a copy of all questionnaires distributed with your proposal. If the completed questionnaires are not received from the listed assessors by the requested due date, the Government will make one attempt to contact the assessor at the phone number or email address identified on the form. If this information is not current or correct, the Government will make no further attempts to contact. In order to determine recency and relevancy, parts I – III must be fully completed. The Government will not perform research to obtain additional information not provided on the form.

L-6.6 Volume 3 Small Business Participation

Small Business (SB) Participation Strategy — All Offerors (Large and Small Businesses) shall address their strategies for utilizing SB Concerns and historically black colleges or universities and minority institutions in the performance of the contract, whether as a joint venture, teaming arrangement or subcontractor. SB Offerors may include the work they perform themselves.