Market Research Questionnaire.pdf

DEFENSE LOGISTICS AGENCY

DLA LAND and MARITIME

POST OFFICE BOX 3990

COLUMBUS, OH 43218–3990

Strategic Acquisition Programs Directorate (SAPD) Long Term Contract Market Research Questionnaire

DLA Land and Maritime is considering a solicitation and subsequent Award of an Indefinite Quantity Contract (IQC) or Long Term Contract (LTC)* for the following item(s)/NSN(s) listed on ̀ the attached spreadsheet. As a potential supplier of this (these) item (s), we are asking that you fill out this market survey to the best of your knowledge so that we can generate a realistic and beneficial solicitation. Should any of the survey questions not apply (Certified Cost or Pricing Data, First Article Testing, etc.) please skip over that section. Feel free to contact the sender of this survey if you have any questions.

Request that you return the survey within 7 business days of receipt. We sincerely appreciate your time, and thank you for providing this information.

* Indefinite Quantity Contract (IQC): These contracts are intended for use with item(s)/NSN(s) for which recurring demands are anticipated, and as a means of reducing the time and expense required to solicit and make repetitive individual awards. Establishment of an IQC Contract (called a “Basic Contract”) will permit future Purchase Requests to be awarded by issuing a delivery order against the basic contract. All terms, conditions, and pricing are negotiated/awarded up front with the basic, allowing the delivery order to be issued quickly. Most contract terms will be for a five (5) year base period. The item(s)/NSN(s) on the contract will be ordered on each delivery order (DO) within stated minimum and maximum quantities, and on an as needed basis. The delivery order quantities are estimated based on previous and forecasted demands, and the contractor will be guaranteed a minimum quantity as specified in the contract.

Company Name , Cage Code: & DUNs Number:

Company Phone: Email, & Fax Number:

Name & Signature:

I. GENERAL QUESTIONS:

1. Please check your companies size and status:

a. Manufacturer or Distributor /Dealer/Reseller

b. Do you deal through Dealers/Distributors or do you prefer to deal with the Government? Dealer

Government

c. Large or Small Business

i. If you are a Small Business, how are you currently classified by the Small Business Administration (SBA)?

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Source Selection Information – See FAR 2.101 and 3.104 Official Use Only

Long Term Contract Market Survey Ver. July 2017

Please note: This information will be used in determining if the solicitation has a Set-Aside provision, or if certain NSNs (in the case of multiple NSNs) need to be separated into a separate solicitation based on the set-aside.

1. 8(a) Program

2. Small Disadvantaged Business (SDB)

3. Woman Owned Small Business (WOSB)

4. Economically disadvantaged women-owned small business (EDWOSB)

5. Veteran Owned Small Business (VOSB)

6. Service Disabled Veteran Owned Small Business (SDVOSB)

7. HUBZone Small Business

a. HUBZone, Small Disadvantaged, Other Veteran Owned Business

b. HUBZone, Woman Owned, Other Veteran Owned Business

ii. As a Small Business, have you previously supplied the (these) item(s) referenced on the Market Research Spreadsheet to a DLA Supply Center (e.g. Land & Maritime), or any other DoD Contracting Activity? Yes No

a. If yes, which FAR Part 19 Small Business Socioeconomic Program was cited in the solicitation?

2. Approximately how many employees do you currently have?

3. Do you have a parent company? Yes No

a. Name of your parent company?

b. Approximately how many employees does your parent company have?

4. If you are a dealer for the actual manufacturer of these item(s)/NSN(s), who is the manufacturer, CAGE code and approximately how many employees does the manufacturer have?

5. As a Manufacturer/OEM, do you presently have a commercial distribution network? Yes No

a. Are these dealers exclusive? Yes No

b. Are your dealers electronically linked to each other? Yes No

c. Can dealers access each other’s inventory levels? Yes No

6. If you are a Dealer/Distributor are you independent from the OEMs?

Yes (Example: if you have reliable access to the OEMs products and can set your own price)

Based on sources listed in the Market Research Spreadsheet, list the OEMs that you are independent from:

No (Example: the OEM has strict control over the resale prices the dealers can charge)

7. Do you have an exclusive or authorized distributorship or license agreement with the OEM?

Yes No Do you have existing inventory for the item(s)/NSN(s) contained in this Market Research on this shelf?

Yes No

8. Do you have Electronic Data Interchange (EDI) capability? Yes No

a. If you answered no, would you be willing to obtain EDI capability? Yes No

II. LONG TERM CONTRACT RELATED QUESTIONS:

1. Is your company interested in pursuing a LTC for any or all of these item(s)/NSN(s)?

i. Yes No

a. If no, please explain why you are not interested in pursuing a LTC.

b. If you are a small business, is this LTC too large of a requirement for your company to perform?

i. Yes No

2. The DLA Land and Maritime standard for an LTC is a three-year base period with two one-year option periods.

a. Will you agree to the 5-year base period Yes No

b. If no, please explain why you would not agree to the 5-year base period.

Please explain:

i. If Base Period is more than one year, would you be able to hold pricing steady for the entire period or would you require an annual price adjustment:

Yes – I can hold my prices for the Base Period

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No – I would require an annual price adjustment

5. Please provide any additional information that you feel would help us set up the most beneficial base period/option period structure:

6. Would your company prefer to have pre-negotiated pricing that would be valid for at least one year with pre-negotiated escalation rates in each of the out years? Yes No

7. Or would you prefer to have the base period pricing and all subsequent periods adjusted using an

Economic Price Adjustment (EPA) based on the Producer Price Index (PPI)? Yes No

a. If yes, do you have a recommended index that is applicable to these item(s)/NSN(s)? If so, please provide the index and please provide an explanation as to why you feel it’s a good fit.

8. Considering the raw materials used to make this item(s) and fluctuations/volatility in pricing for these item(s)/NSN(s)/raw materials versus the benefits of having item(s)/NSN(s) on a LTC, rate your risk for pricing option years:

Low Moderate High 2nd Base Year 3rd Base Year 4th Base Year 5th Base Year

9. What components/raw materials are the primary drivers in the pricing of these item(s)/NSN(s) (i.e. steel, rubber, oil, plastics, etc.)?

Component Percentage of the make-up of the item Example: (Steel) Example: (50%)

10. As the Approved Source for this/these NSN (s) please note on the Spreadsheet if you are the actual manufacturer or you have these item(s)/NSN(s) made for you (A pass thru item).

11. What is the industry standard contract term for long term agreements/contracts for these item(s)/NSN(s) and/or the raw materials:

12. To the best of your knowledge are the item(s) listed on a GSA Schedule? Yes No

a. If yes, on which GSA schedule are they listed:

13. If this project contains more than one item: Is this a logical grouping to put on the same solicitation?

a. Yes No

b. Please explain:

14. Are there item(s)/NSN(s) that you would recommend adding to/deleting from this LTC project?

a. Yes No

b. If yes, please explain:

III. COST OR PRICING DATA OR INFORMATION OTHER THAN COST OR PRICING DATA:

The following pertain to the requirement for Certified Cost or Pricing Data or Information Other Than Cost or Pricing Data. For contracts estimated over $750,000.00*, Certified Cost or Pricing Data “may” be required. FAR 15.408, Table 15-2 contains the guidelines for submitting this data. A sample format can be found at http://www.dcaa.mil. At this website, go to “Guidance” and click on “Audit Process Overview – Information for Contractors.” This page on the website will assist you with guidance on pricing proposals.

You can also view a Checklist on this website which highlights common inadequacies found in certified data.

This checklist is called “Criteria for Adequate Contract Pricing Proposals” on the DCAA website. See provision FAR 52.215-20. Questions regarding Certified Cost or Pricing Data can be addressed to the Contract Specialist, P a g e | 4

Long Term Contract Market Survey Ver. July 2017 your cognizant DCAA or DCMA office or the DLA Land & Maritime Business Counseling Center (BCC) at 1-800-262-3272 or email: DSCC.BCC@dla.mil.

*Note: The value of the contract is based on the Contract Maximum dollar value that is in the Contract Limitations clause of a solicitation. This Contract Maximum is based on the estimated combined value of all item(s)/NSN(s) on the solicitation, inclusive of all contract years combined (base year plus option years) and is then inflated to allow for a possible increase in annual demands over the life of the contract.

PLEASE NOTE:

Certified Cost Or Pricing Data is not required for commercial item(s)/NSN(s). However, it is the contracting officer’s authority to determine an item(s) commercial or not. A failure to provide adequate cost or pricing data upon receipt of your proposal may result in the solicitation being cancelled with no award being made.

1. Do you fully understand these requirements for Certified Cost or Pricing Data or Information Other Than

Cost or Pricing Data requirements? Yes No

2. If required, will you be able to provide such Certified Cost or Pricing Data: or Information Other Than Cost or Pricing Data requirements? Yes No

a. Have you provided Certified Cost or Pricing Data to DLA before? Yes No

i. If yes please provide the Most recent Contract Number or Audit Number where your company provided the CCPD: Contract Number , Audit Number

3. If you are a dealer, you will be required to obtain Certified Cost or Pricing Data from the actual manufacturer? Yes No

4. Refer to the Spreadsheet to see which Item(s)/NSN(s) May require Certified Cost or Pricing Data or Information Other Than Cost or Pricing Data

5. If you have any questions in regards to the Certified Cost And Pricing Data, please contact the sender.

IV. CONSOLIDATION QUESTIONS:

1. The Government intends to consolidate requirements (NSNs) into a single solicitation for a long-term contract (LTC). Requirements will source automatically to the proposed LTC using DLA's automated procurement system, which will generate delivery orders against the contract. Potential advantages to contractors include lower administrative costs associated with quoting on multiple solicitations over the same period and reduced material costs through long term production planning. To preserve opportunities for small business participation, the acquisition strategy will allow contractors to offer on any or all item(s)/NSN(s)/groups of item(s)/NSN(s). Item(s)/NSN(s)/groups of item(s)/NSN(s) may be evaluated independently resulting in more than one contract based on best value. The Government would like to ask if you as the vendor agree consolidating NSNs would be an advantage or if you believe it is a disadvantage. If you think this would be a disadvantage, please explain why.

a. What are the advantages or disadvantages of consolidating these item(s)/NSN(s) into one solicitation?

V. COMMERCIAL QUESTIONS:

1. Are any of these item(s)/NSN(s) Commercial Item(s)/NSN(s) per FAR 2.101(b)? Yes No

2. The Government, and the Government only, must determine not only if an item is commercial but also if the commercial prices are Fair and Reasonable. This is usually accomplished through proof that commercial market forces have driven the setting of the commercial price. Such proof would describe the commercial market acceptance of the price or, more plainly, invoices proving that the item has been sold commercially at like prices, for like quantities.

a. Is your company willing and able to provide such proof, if the Government determines it is needed to verify price reasonableness: Yes No

b. If yes, are these item(s)/NSN(s) Published Catalogs/Price Listed? Yes No Please indicate how we can obtain a copy of this published price list:

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Long Term Contract Market Survey Ver. July 2017

c. If No, are these item(s)/NSN(s) modified item(s)/NSN(s) of a type available in the commercial market place (Meaning these item(s)/NSN(s) do not have to be identical, but are closely related)?

Yes No

d. If yes, can you provide:

i. UN-REDACTED commercial sales history which is the Governments preferred documentation; Yes No

ii. Submit a Complete set of Drawings for this item for review, so that the Government can do an Independent Government Cost Estimate (IGCE); Yes No Please Note: Your Un-Redacted Invoices and/or your Drawings can be marked “Proprietary and Confidential” as we will only use them for determination for Price reasonableness. They will also be Source Selection Information per FAR 2.101 and 3.104 and will only be used for the Solicitation which will be the result of this Market Research, and will not be published or made public.

iii. Listing in catalogs or brochures; Yes No

iv. Known established price list to commercial market place; Yes No

v. Availability or announcement to the general public; Yes No

NOTE: Without proof of commerciality the LTC project cannot be processed as a commercial procurement (FAR Part 12), but will rather be processed using non-commercial procurement procedures (FAR Part 15).

VI. FOB POINT and PACKAGING QUESTIONS:

1. For those item(s)/NSN(s) which require FOB Destination basis. Your price would include transportation charges to any location in the United States. Is FOB Destination acceptable? Yes No

2. Can you provide STD-COM PKG with MIL-STD-129 Markings? Yes No

VII. DELIVERY QUESTIONS:

1. Would you require phased delivery for quantities up to the QFD quantity? Yes No If so, what would the phased delivery be?

2. Is there a Maximum Quantity that you could deliver for the item(s)? Yes No If yes, please list on the attached spreadsheet the applicable maximum monthly quantity for each item.

3. Would a minimum delivery order quantity and/or dollar value apply to these NSNs? Yes No

If yes, please annotate on the attached spreadsheet and list the applicable minimum for each item.

VIII. MISCELLANEOUS QUESTIONS:

1. Depending on the technical requirements of the item(s); Government First Article Testing, Contractor First Article Testing, or Production Lot Testing may be required. If required, is your company willing to submit to the specific testing for this project? Yes No

2. The Government typically establishes a Guaranteed Minimum amount for each contract, ranging anywhere from 1% to 10% of the forecasted Annual Demand Quantity/Value.

a. Would a higher guaranteed minimum percentage affect your pricing? Yes No Please explain:

IX. GREENHOUSE GAS QUESTIONS (GHG) IAW FAR 23.202:

1. Does your firm have practices that take into account Greenhouse Gas (GHG) emissions or climate-related reporting (e.g., corporate-wide GHG reduction targets, strategies to reduce emissions or increase energy efficiency, use of renewable energy)? If so, are they publicly disclosed (e.g., annual report, corporate website, or third-party data portals)? Yes No

a. If yes, please describe practices and reporting location(s).

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X. FINAL COMMENTS:

1.