N00421-16-R-0044-0005_Amendment.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

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

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

30-105-04EXCEPTION TO SF 30

APPROVED BY OIRM 11-84

STANDARD FORM 30 (Rev. 10-83)

Prescribed by GSA

FAR (48 CFR) 53.243

Update language in Section L.

1. CONTRACT ID CODE PAGE OF PAGES

1 16

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

16C. DATE SIGNED

BY 22-Jun-2016

16B. UNITED STATES OF AMERICA15C. DATE SIGNED15B. CONTRACTOR/OFFEROR

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

8. NAME AND ADDRESS OF CONTRACTOR (No., Street, County, State and Zip Code) X N00421-16-R-0044

X 9B. DATED (SEE ITEM 11)

03-May-2016

10B. DATED (SEE ITEM 13)

9A. AMENDMENT OF SOLICITATION NO.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

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

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

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

or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE

RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN

REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

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

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

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

CONTRACT ORDER NO. IN ITEM 10A.

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

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

D. OTHER (Specify type of modification and authority)

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

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

10A. MOD. OF CONTRACT/ORDER NO.

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

6. ISSUED BY

3. EFFECTIVE DATE

22-Jun-2016

CODE

NAVAL AIR WARFARE CENTER AD (PAX)

CODE 2.5.1.5

22473 MILLSTONE ROAD

BLDG 505

PATUXENT RIVER MD 20670

N00421 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

N00421-16-R-0044

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION A - SOLICITATION/CONTRACT FORM

The following have been modified:

SECTION A

Section A - Solicitation/Contract Form

The purpose of this amendment is to make the following updates:

- Section L-1, Part A Paragraph 3.0 Corrected paragraph numbers within chart.

- Section L-1, Part B Paragraph 1.1.6 Reserved

- Section L-1, Part B Paragraph 2.2.4 Staffing plan updated language

Prior Ammendment Changes:

Amendment 02

- Section B, Update description of CLIN 0008 from “WCF” to “Procurement”

- Section B, Change CLIN 0001 from FFP to CPFF and CLIN 0006 from FFP to COST

- Section L, Part B, Paragrah 3.1 updated language to state “(see section M, paragraph 5.0)”

- Section L, references to PWS and PBWS have been updated to state “SOW”

Amendment 01

- Complete Block 9 of the SF33

- Section A, Added paragraph (6) under the Summary

- Section B, Update CLIN structure

- Section B, NAVAIR Clause 5252.211-9503 Level of Effort (Cost Reimbursable) replaced and updated labor categories and hours.

- Populate Section C to reference Attachment 6 and add the C-TXT_ECMRA REquired Enterprise Wide

Contractor Manpower Reporting Application (ECMRA) Information

- Section F, Updated NAVAIR Clause 5252.211-9507 Period of Performance to correct the date from "15

January 2021" to "15 January 2022".

- Section L-1, Part A Paragraph 3.0 Delete Cross Reference Matrix and add new instruction

- Section L-1, Part B Paragraph 2.2.1 Add instruction clarifying expectation of Key Personnel

- Section L-1, Part B Paragraph 3.1 Corrected percentage of subcontractor work from "20%" to "10%"

- Section L-1, Part B Paragraph 4.4 Add instruction to complete Attachment 7 Fully Burdened Labor Rates

- Section L-2, Paragraphs 1.0 and 2.0 Update language and charts

- Section M, Part B Paragraph 3.4 Updated labor categories in chart

- Section M, Remove NAVAIR Clause 5252.215-9524 Basis for Award

- Attachment 6, Statement of Work update to labor categories and all other references to labor categories throughout RFP, removed and replaced paragraph 6.2 Place of Performance, added language to paragraph

9.0 Operational Security (OPSEC) Plan.

- Attachment P5, replaced to complete the date due to be "20 June 2016" and correct the header title.

- Attachment P6, remove reference to options, replace instructions and labor categories

- Attachment P7, remove reference to options, replace instructions and labor categories

- Attachment P8, updated labor categories and hours

POINTS OF CONTACT

CONTRACT SPECIALIST: Lauren Phetteplace

TELEPHONE NUMBER: 301-757-3421

EMAIL ADDRESS: lauren.phetteplace@navy.mil mailto:lauren.phetteplace@navy.mil

CONTRACT SPECIALIST: Monique Johnson

TELEPHONE NUMBER: 301-757-1965

EMAIL ADDRESS: monique.johnson@navy.mil

CONTRACTING OFFICER: MELINDA STANN

TELEPHONE NUMBER: 301-757-0008

EMAIL ADDRESS: melinda.stann@navy.mil

CONTRACTING OFFICER REPRESENTATIVE:

TO BE DETERMINED AT CONTRACT AWARD

SUMMARY

(1) This acquisition is a small business set aside that will result in the placement of a Single Award Indefinite

Delivery/Indefinite Quantity (IDIQ) contract.

(2) The Product/Service Code (PSC) for this procurement is R425.

(3) The resulting Single Award IDIQ contract will have an ordering period of five (5) years.

(4) This contract will include cost-plus-fixed-fee (CPFF) and cost reimbursement (non-fee bearing) line items.

(5) The contractor will not be authorized to access any classified information under this order unless a DD254 is incorporated.

(6) Overtime is not authorized in the performance of this contract.

SECTION L - INSTRUCTIONS, CONDITIONS AND NOTICES TO BIDDERS

The following have been modified:

L1 CONTENT OF PROPOSALS (SERVICES)

PART A GENERAL INSTRUCTIONS

1.0 GENERAL

This solicitation effort utilizes NAICS code 541330. This single award IDIQ solicitation is being issued as a small business set-aside.

The Offeror is required to submit sufficient information concerning the following areas to enable Government personnel to fully ascertain capabilities of the Offeror to perform the requirements. The proposal must be sufficient in detail and scope to permit evaluation and provide the evaluators a clear understanding of the Offeror’s capability to meet or exceed the defined elements as required by the solicitation. All proposals must clearly and convincingly demonstrate that the Offeror has a thorough understanding of the requirements and associated risks. The Offeror must respond to all requirements of the solicitation and not alter or rearrange the solicitation. The Offeror is advised that the Government may incorporate any portions of the Offeror’s proposal deemed beneficial to the Government.

With the exception of the Price/Cost volume, no cost or pricing information should appear in any volume.

mailto:monique.johnson@navy.mil mailto:melinda.stann@navy

In presenting material in the proposal, the Offeror is advised that quality of information is more important than quantity. Clarity, brevity, and logical organization shall be emphasized during proposal preparation. The Offeror shall present sufficient information to allow the Government to evaluate the proposed work effort, support, and approach, as well as the price/cost proposal without opening discussions. Statements that the prospective Offeror understands, can comply with, or will comply with, the specifications, and paraphrasing the requirements or parts thereof without supporting information are considered inadequate by the Government, and may result in a rating of unacceptable. For the purpose of this solicitation, “relevancy” as it pertains to past performance is defined in

Section M. Aspects of relevancy include the type of effort (e.g., development, production, repair), the type of requirement (e.g., weapon systems, information systems, engineering services, scheduled depot maintenance), service similarity, service complexity, contract type, contract dollar value, the division of the company that will perform the work, and degree of participation by principal subcontractors, team members, or critical team members.

“Recency” as it pertains to past performance is defined in Section M; for this solicitation, performance is considered

“recent” if it has been accomplished within 5 years of the Request For Proposal (RFP) release.

The Offeror must include any data that illustrates the adequacy of the various assumptions, approaches, and solutions to problems. Failure to address a specific factor or subfactor clearly may be considered a deficiency.

There is no need to repeat information in more than one volume if an overlap exists; the detailed information must be included in the most logical place and summarized and referenced in other areas. Unnecessarily elaborate brochures or other presentation materials beyond that sufficient to present a complete and effective proposal is neither necessary nor desired.

The Offeror is expected to comply with all requirements of the RFP. The Government advises the Offeror that taking exception or deviating from any term or condition of the RFP may make an offer unacceptable, and the proposal unawardable, unless the RFP expressly authorizes such an exception or deviation with regard to that specific term or condition. The Government may consider any exception or deviation to any term or condition of the RFP that is not expressly authorized by the RFP to be a deficiency.

Throughout these instructions, a “principal subcontractor” is defined as a subcontractor who provides at least

10% of the proposed total price/cost (excluding the Offeror’s profit/fee), for the contract. “Team member” is defined as one of the entities that make up a joint venture (JV) or any other partnership or teaming arrangement formed for the purpose of responding to this solicitation. “Critical team member” is defined as one of the entities of the Offeror that performs a critical function in the performance of the resulting contract, whether it is technical or financial, and/or that has an important role in any high- or medium-risk areas identified in the Offeror’s proposal.

For purposes of this solicitation, a “critical function” is any task that will be performed by key personnel in the performance of the resulting contract.

Questions: Offerors may submit questions requesting clarification of solicitation requirements by emailing the Contract Specialist at lauren.phetteplace@navy.mil and monique.johnson@navy.mil. It is requested that all questions be received within 10 calendar days of the date this solicitation is issued. Questions received after this date may not be answered. No phone calls will be accepted. All government responses to questions will be posted on www.fbo.gov.

2.0 PROPOSAL FORMAT

Written proposals must be formatted using a Times New Roman 12 pt normal font (no reduction permitted), single-spaced with 1-inch margins all around, and formatted for standard 8.5 x 11 inch paper. All pages should be numbered with section and page numbers. When foldout pages are used they must not exceed 11 x 17 inches and will be counted as 1 page. Drawings may be provided separately and may be any size but should be folded to approximately 8.5 x 11 inch standard size and will count as 1 page. Graphs shall be presented in no smaller than a

10 pt font and should contain a grid, which allows values to be read directly from the graph to the same accuracy that a 10 x 10 to the ½ inch grid provides. Graphic resolution, including such data as tables or charts, should be consistent with the purpose of the data presented.

The Offeror shall provide one complete copy of the proposal to the Procuring Contracting Officer (PCO) as electronic files fully compatible with Microsoft 2010 and for information not supported by MS Office products, with the latest Adobe Acrobat reader on a CD-ROM. The Offeror will ensure that the Price/Cost Volume is provided on a separate CD-ROM. Each CD-ROM is to be labeled for content and the Offeror’s name. If a discrepancy exists between the original paper copy of the proposal and the disk copy, the paper copy will take precedence.

The Offeror must present proposal information in a manner that facilitates a one-to-one comparison between the information presented and this Proposal Instruction. Proposal information must be structured such that its paragraph number/letter is identical to the Proposal Instructions paragraph number to which it is responding, although the

Offeror may add lower tier subparagraphs. The Offeror must provide reasons it will not provide information for a particular paragraph. The proposal information instructions are structured by paragraph numbers where first, second, third, and fourth parts correspond to the volume, book, section, and element, etc., in the Offeror’s proposal.

3.0 PROPOSAL CONTENT AND VOLUMES

Each volume of the proposal shall be submitted as one original and additional copies as specified in the table below. The table below supersedes the copies requested in Block 9 of the Standard Form (SF) 33. All volumes of the original proposal shall be delivered to the address provided in Section 4.0 prior to the closing date/time stated in this solicitation Page limitations for each volume, if any, are also specified in the table below; title and table of contents pages do not count towards the page limit.

Page limitations for each volume and the Annexes, if any, are specified below. The authorized Annexes are summarized in the table below. Proposal pages beyond the specified maximum limit will not be reviewed as part of the evaluation. Offerors are strongly encouraged to use tabs and dividers within volumes in order to facilitate ease of review.

Volume Section Volume Title Page Limit Copies Required

1 1.0 EXECUTIVE SUMMARY No page limit 1 Original; 1 Hard Copy; 1

Electronic Copy

2 2.0 TECHNICAL 1 Original; 3Hard Copies;

1 Electronic Copy

2.1 UNDERSTANDING OF THE WORK See 2.1.1

2.1.1 SAMPLE TASKS Task 1- 15 Pages or less

Task 2- 15 Pages or less

2.2 WORKFORCE

2.2.3 KEY PERSONNEL RESUMES 3 pages for each Key

Personnel Resume

2.2.4 STAFFING PLAN 15 Pages or less

2.3 MANAGEMENT PLAN 20 Pages or less

3 3.0 PAST PERFORMANCE 10 Pages or less 1 Original; 1 Hard Copy; 1

Electronic Copy

4 4.0 PRICE/COST No page limit 1 Original; 1 Hard Copy; 1

Electronic Copy

5 5.0 EXCEPTIONS, DEVIATIONS,

AND WAIVERS

10 pages or less 1 Original; 1 Hard Copy; 1

Electronic Copy

Annex 1 OCI Disclosure and Mitigation Plans

(If Applicable)

No page limit 1 Original; 1 Hard Copy; 1

Electronic Copy

* Annexes 1 may be included at the back of Volume (4) using separate dividers.

* (5) - Offerors may also include Volume (5) in the back of Volume (4) to minimize binders.

Each volume shall contain the following information:

-Cover and title page

-Title of proposal and proposal number as applicable

-Offeror’s name, address, and POC

-RFP number

-Proposal volume/book number

-Copy number

-Table of Contents (The table of contents must provide sufficient detail to enable easy location of important elements)

-Use tabs and dividers

The Offeror must present proposal information in a manner that facilitates a one-to-one comparison between the information presented and this Proposal Instruction. Proposal information must be structured such that its paragraph number/letter is identical to the Proposal Instructions paragraph number to which it is responding, although the

Offeror may add lower tier subparagraphs. The Offeror must provide reasons it will not provide information for a particular paragraph.

4.0 PROPOSAL SUBMISSION:

Clearly mark all packages with the solicitation number and appropriate volume number. The submission date for all Volumes shall be no later than the date and time specified in Block 9 of the SF 33 of the RFP.

Offeror shall submit proposals via United States Postal Service or through a commercial carrier using the address provided below. Offeror shall not submit proposals by facsimile or electronically via email.

Naval Air Systems Command

Code: AIR-2.5.1.5.12 Lauren Phetteplace

22473 Millstone Road (Bldg 505)

Patuxent River, MD 20670

Solicitation Number: N00421-16-R-0044

Hand carried proposals may be delivered to the address above, attention Melinda Stann, PCO and/or Lauren

Phetteplace, Contract Specialist (301-757-3421) and Monique Johnson, Contract Specialist (301-757-1965).

IMPORTANT NOTICE: All packages entering the Consolidated Mail Facility onboard the Naval Air

Warfare Center Aircraft Division are being scanned. If the contents of the box/package contains electronic components or media, or otherwise should not be scanned because of potential damage to the contents, the sender/vender shall mark the box/package with a "DO NOT SCAN" sticker.

5.0 PROPOSAL PACKAGING:

The Offeror shall package the proposal volumes in cartons or equivalent packaging containers in the most efficient manner possible grouping like volumes to the maximum extent possible. Each container shall be single person portable. One container shall include all Original Proposal volumes including the original/signed documents submitted as part of Volume 1 Executive Summary.

Each box should include a packing slip detailing the contents to include the volume number, title, and copy number. Also, each box should be stamped or marked “For Official Use Only” and “Source Selection Information –

See FAR-2.101 and 3.104.”

6.0 CLASSIFIED DATA

All proposals must be UNCLASSIFIED.

7.0 SOLICITATION CHANGES

For notice of any changes and additional information provided by the Government for the solicitation, please go to www.FedBizOpps.gov.

PART B SPECIFIC INSTRUCTIONS

1.0 VOLUME 1: EXECUTIVE SUMMARY

Note: This volume shall not contain any reference to cost or price aspects of the offer.

1.1 The purpose of the Executive Summary is to provide the evaluators with an overview of the Offeror’s proposal and strategy. The Offeror shall include the following in this volume:

1.1.1 Offeror Summary Table: The Offeror shall complete the table below. The Offeror shall include all subcontractors and team members who will be involved with the performance or management of the contract and list all sites where the work will be performed. If a teaming or subcontracting arrangement is proposed, identify the work share, distribution elements, and ratios that each contractor will perform using the table below. Also provide a definition of the legal relationship between the entities if it is other than a Prime/subcontractor relationship.

Contractor Name

(Indicate Prime, Team Member, or Sub)

Place of

Performance/DUNS # if applicable

Brief Work Description and/or Program

Responsibility

% of Total

Proposed Price

1.1.2 Signed SF33 for basic solicitation and acknowledgment of each amendment, including completion of any

RFP clause or provision that requires a fill-in or response.

1.1.3 Signed Representations, Certifications, and Acknowledgements or Online Representations and Certifications

Application (ORCA) reference

1.1.4 Affirmation of no Exceptions, Deviations, or Waivers if Volume 6.0 is not being submitted as part of the proposal.

1.1.5 Guarantee the length of proposal validity (for at least 180 days after proposal submission).

1.1.6 Reserved

1.1.7 The offeror shall include an OCI disclosure and OCI Mitigation Plans as Annex 1; if applicable, based on offeror’s completion of NAVAIR Provision 5252.209-9511.

1.1.8 The offeror shall complete all fill-ins for NAVAIR Clause 5252.201-9502 found in Section G.

2.0 VOLUME 2: TECHNICAL

Note: This volume shall not contain any reference to cost or price aspects of the offer.

The Offeror shall provide all information and data required to conduct a thorough and complete technical evaluation.

The Offeror shall address the following in the proposal:

2.1. Understanding of the Work

The offeror shall provide written responses to the sample tasks provided below.

2.1.1 Sample Tasks

http://www.fedbizopps.gov/

The offeror shall provide written responses to the Sample Tasks provided below. Unique methods of resolving problems identified in the Sample Tasks are encouraged; however, be mindful of the need for timely accomplishment of task order objectives with minimal risk to program achievement, schedule and cost. In addition to the guidelines outlined below for each task, the written responses shall demonstrate and describe in full detail the offeror's understanding of the requirements and problems inherent in supporting the Government in managing the described efforts.

Sample Task 1:

The Materials Engineering Division (AIR 4.3.4) located a Patuxent River supports all makes and models of Navy and USMC aircraft. There is a need to prepare material specimens and perform Engineering Investigations (EIs) to support platforms. Components from aircraft are prepared for detailed analysis, as well as, bulk material for mechanical testing when base line properties are desired. In accordance with the SOW requirements, the materials competency relies on its CSS support with regard to the above tasking.

Government furnished equipment to supplement this tasking may include, but is not limited to: Scanning Electron microscopes, Metallography laboratory, Optical microscopy labs, mechanical test laboratory, and Specimen preparation Laboratory (machine shop).

In support of a Government led effort, provide the following which would be used to support an EI:

A detailed description of your approach

A detailed step by step procedure and methodology

Labor categories of the envisioned team and their tasking

Sample Task 2:

The Materials Engineering Division (AIR 4.3.4) located at Patuxent River supports all Navy & USMC aircraft programs. There is a need to support the Organic Coatings Laboratory through laboratory testing, professional committee interaction, technology transition, and specification support. Organic coatings are tested in accordance with military and industry specifications in support of qualifications and RDT&E efforts. Interaction with subject matter experts (SMEs) occurs on a regular basis through participation with professional committees (ASTM, ASM, SAE, etc.). Based on the communication with the SME’s, the contractor will provide input on the development, amendment, and revision of materials specifications in the area of organic coatings. The contractor will also provide testing of new or improved technologies conducted for demonstration and transition to the fleet. Regular communication, both verbal and written, is conducted between the Organic Coatings Laboratory and our Navy &

USMC counterparts in addition to members of the joint services, industry, and academia. In accordance with the

SOW requirements, the materials competency relies on its CSS support with regard to the above tasking.

In support of a Government led effort, provide a detailed description of your approach for support of a specification revision and a coating qualification.

2.2. Workforce

The Offeror shall provide the following information:

2.2.1 The Offeror shall complete the attached Workforce Qualifications spreadsheet (Attachment P1) for each “Key” employee proposed under this effort. Key personnel are those individuals who will be performing in Key Labor

Categories, as designated by the Government in the Statement of Work Attachment 6, Appendix A. The information provided in Attachment P1 must demonstrate that the proposed Key personnel meet or exceed the labor category requirements outlined in Attachment P1. If the “Key” employee is a contingent hire, the offeror shall submit a corresponding letter of intent submitted Volume 4. The letter of intent is a separate written agreement signed by the potential employee(s) to work for the offeror effective at task order award. Key personnel employed by subcontractors and team members shall provide letters of intent either separately or included in the prime contractor’s submission of this document. No prospective hires may be proposed as Key personnel. All Key

Personnel shall meet the minimum labor category qualifications in Attachment 6, Appendix A.

2.2.2 The following definitions apply:

- A “contingent hire” is an individual who has committed, under a signed letter of intent, to being employed by the

Offeror if the Offeror is awarded the contract.

- A “prospective hire” is an individual that the Offeror has committed to hiring if the Offeror is awarded the contract whose identity may not be known until after contract award.

2.2.3 Key Personnel Resumes

The Offeror shall submit a list of the key labor categories and proposed personnel.

(a) For any proposed Key Personnel provide a resume of the work assignments, training, etc., that demonstrates the experience and specialized qualifications of each key person proposed. Resumes shall be no more than 3 pages for each Key Personnel. Resumes shall contain, at a minimum, the following information:

(i) Employee name

(ii) Years of employment experience in chronological order including narrative description of duties and responsibilities

(iii) Current position, title, and employer

(iv) Educational history

(v) Institution name, degree or certification earned, and year for all degrees or certifications earned

(vi) Current level of security clearance and status (final, interim, or pending)

(b) The Government may check educational background to verify degrees or certifications received.

2.2.4. Staffing Plan

The offeror shall describe in sufficient detail the following:

2.2.4.1 Staffing Plan that details the availability of all key and non-key personnel proposed and all hours associated to each person for this effort, specifically describing the personnel which are current, contingent, or prospective hires, and subcontractors. Provide names for all current employees and contingent hires for both the prime and subcontractors. For personnel who are not current or contingent hires, the offeror shall describe its plan for hiring qualified personnel; and

2.2.4.2 Organizational chart (that includes the offeror and subcontractors proposed) for the effort to perform the tasking of the SOW, detailing position titles and the number of full time equivalents (FTEs) proposed for each labor category.

2.3 Management Plan

2.3.1 Overall Management Approach: Offerors shall address in sufficient detail the following:

2.3.1.1 Proposed lines of responsibility, authority, and communication through which the tasks will be managed;

2.3.1.2 Procedures to be taken to ensure quality and cost control;

2.3.1.3 Plan for early identification and resolution of problems;

2.3.1.4 Identification of potential performance risks and proposed risk mitigation strategies.

2.3.2 Usage of Teaming, Personnel, and Subcontractors: Offerors shall present in sufficient detail the following:

2.3.2.1 How and why selected subcontractor(s) were chosen, which knowledge and skills they will be acquiring through each subcontract, the level of subcontract effort expected; and

2.3.2.2 How the Offeror will maintain control during the performance of work.

2.3.3 Qualification/Recruitment/Retention: Offerors shall present in sufficient detail the following:

2.3.3.1 Explanation of approaches for maintaining technical competence to perform the tasks in the SOW; and

2.3.3.2 Employee retention plan.

2.3.4 Transition Plan

The services under this solicitation are vital to the Government and must be continued without interruption. The

Government anticipates a thirty (30) day transition period. The Offeror is required to submit a written narrative delineating a transition plan that ensures a smooth workplace changeover from an incumbent with no loss of service and minimal loss of corporate knowledge. The plan should take into consideration the following elements as well as any additional elements deemed necessary by the Offeror:

(a) Work Turnover. The offeror shall provide a plan of action to transfer effectively tasked work that is in process at the expiration of the current contract from the incumbent to the successful offeror.

(b) Risk Mitigation Strategies. The offeror shall provide a plan of action to mitigate contract performance risks encountered during the transition period.

3.0 VOLUME 3: PAST PERFORMANCE

3.1 The offeror shall submit up to five summaries of past performance similar in relevancy (see section M, paragraph 5.0, for definition of relevancy) size, scope, and/or complexity which are ongoing or were completed within the last five (5) years for itself or its principal subcontractors (any subcontractor who is providing at least

10% of the total labor cost proposed), if any.

Commercial contracts may be included. When possible, at least three of these summaries should be efforts that were performed by the prime contractor. Past Performance summaries shall provide the following:

- Contract Number/Delivery Order Number and Period of Performance

- Contract Type

- Program Name

- Total Contract Cost

- Brief description of work performed

- Valid name, phone number, and email address of Contracting Officer and Contracting Officer’s Representative

- Small Business Subcontracting Goals and actual accomplishment information (applicable only if offeror is a large business)

- For each contract, provide the date, point of contact (including name, phone number, and e-mail address) that confirmed receipt of the Past Performance Questionnaire Package for Services, and the method of transmittal.

Merely a statement by the Offeror that the Past Performance Questionnaire Package for Services was delivered to the customer on a specific date is not sufficient. If the contract is in the Contractor Performance Assessment

Reporting System (CPARS), and the assessment report is not more than 12 months old, annotate that the contract is in CPARS and the date of the most recent Contractor Performance Assessment Report.

For contracts that have Contractor Performance Assessment Reports (CPARs) that are more than 12 months old, the offeror will complete items numbered 1 through 8 on page 1 of the Past Performance Questionnaire Package for

Services (Attachment P5) and forward it to the contract customer’s Program Manager to address only the items numbered 9 to 15 on page 1. For all contracts identified which do not have CPARs, the offeror will complete items numbered 1 through 8 page 1 of the Past Performance Questionnaire Package for Services (Attachment P5) and forward the 2 pages to that contract customer’s Technical Point of Contact or Contracting Officer’s Representative

(COR). All questionnaires shall be forwarded with enough lead-time so that responses can be received by the

Government concurrent with the closing date of the solicitation. The offeror shall send past performance package submittal instructions to the customers. This submittal information is provided at the top of the questionnaires to facilitate the offeror’s effort in meeting these instructions. The offeror shall not conduct follow-up actions with regard to this questionnaire beyond confirmation of receipt, including questions with reference to the status and submittal of the questionnaire to the Government. The Government may send any other questionnaires as necessary.

FOR CONTRACTS THAT ARE CURRENTLY IN THE CONTRACTOR PERFORMANCE ASSESSMENT

REPORTING SYSTEM (CPARS), AND FOR WHICH ANNUAL REPORTING HAS BEEN PERFORMED, DO

NOT SEND THE PAST PERFORMANCE QUESTIONNAIRE FOR SERVICES TO THE CUSTOMER. FOR

CONTRACTS THAT HAVE BEEN COMPLETED AND THE FINAL CPAR HAS BEEN FINALIZED IN

CPARS, DO NOT SEND THE PAST PERFORMANCE QUESTIONAIRE FOR SERVICES TO THE

CUSTOMER.

Offerors are advised that the Government may independently obtain and evaluate past performance data, such as the

Past Performance Information Retrieval System (PPIRS); Past Performance Questionnaires (PPQs); Federal

Awardee Performance and Integrity Information System (FAPIIS); Electronic Subcontract Reporting System

(ESRS); other databases; interviews with Program Managers, Contracting Officers, Fee Determining Officials, the

Defense Contract Management Agency (DCMA), or other individuals; as well as, or in addition to, all recent and relevant (see Section M for clarification on “relevant”) past performance data provided by the Offeror. The

Government reserves the right to contact, or elect not to contact, any or all of the sources provided by the offeror.

Therefore, 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. The burden of providing thorough and complete past performance information remains with the offeror.

If the offeror does not have any past performance, it shall provide an affirmative statement stating it has no past performance.

Offerors shall provide written consent from their principal subcontractors (any subcontractor who is providing at least 10% of the total labor cost proposed) that will allow the Government to coordinate their past performance issue(s) with the prime offeror for this solicitation. This written consent can be submitted as an attachment to

Volume 3 and will not be included in the page count limit for past performance. If offerors do not submit such written consent, then the Government will address any past performance issues directly with the subcontractor and the offeror will forfeit the opportunity to participate in any related discussions. Consequently, for any subcontractors that do not provide such written consent, provide a point of contact (name, address, phone number, and email address) with whom the Government may coordinate these issues and obtain any responses as needed.

4.0 VOLUME 4: PRICE/COST PROPOSAL

4.1 Volume Content:

(a) This Volume shall contain the information requested below and shall include a copy of Section B with the

Contract Line Item (CLIN) and Sub-CLIN Unit Prices and, for evaluation purposes, the Total Prices filled in using the estimated quantities value in the solicitation and the instructions below. Section B prices shall be provided separately in one digital data copy in MS Office 2010 Excel format on CD-ROM media. Within all Excel spreadsheets, the Offeror shall use formulas and functions to the maximum extent possible and avoid using output type “value only” cells. If links are utilized, supply those referenced files. Spreadsheets shall not be protected.

Offerors shall submit their cost and/or pricing information utilizing the CLIN Breakout Spreadsheet Attachment

P6. The Offeror shall submit a fully completed CLIN Breakout Spreadsheet.

(b) All price/cost and price/cost supporting information shall be contained in Section B and the price/cost proposal. No price or pricing information shall be included in any other technical volume including cover letters.

Offeror are responsible for submitting sufficient information to enable the Government to fully evaluate their price/cost proposal.

4.2 Ground Rules and Assumptions:

(a) As this is a competitive acquisition with adequate price competition anticipated, any price/cost documentation requested shall not be certified cost or pricing data in accordance with FAR 15.403-1. However, in the event that adequate price competition does not exist after receipt of proposals, the Government reserves the right to request additional cost or pricing data as necessary from both the Offeror and subcontractors and may conduct negotiations with the Offeror, pursuant to FAR 15.403-4, in order to ensure a reasonable and realistic price/cost.

Further, the Offeror may be required to provide a Certificate of Current Cost or Pricing Data prior to award, pursuant to FAR 15.406-2. The Offeror acknowledges the requirement to provide additional cost or pricing information and certify the data prior to award if/when requested by the Government.

(b) The cost of general purpose items required to conduct normal business operations will not be considered allowable Other Direct Charges. The following types of general purpose costs required to conduct normal business operations are not directly reimbursable: the cost and associated costs for telephones and telephone charges (except for project-related telephone charges for performance of this contract which, per the Contractor's DCAA-approved accounting system, may be directly reimbursed under communication expenses), modems, typewriters, reproduction machines, word processing equipment, personal computers, computer software, Internet access charges, facsimile machines, commercial carrier charges, pagers, and other general purpose office equipment and office supplies.

(c) The Offeror shall provide sufficient information to support its price/cost as well as an explanation of all ground rules and assumptions that affect the price/cost estimates. Any apparent imbalances in the pricing, high or low proposed prices/costs as compared to historical data, or any other anomalies should be fully explained. Topics to be addressed include, but are not limited to, investments, programmatic variables (e.g., inflation/escalation, location, make/buy decisions, prime/subcontractor relationships, and business base concerns), etc.

4.3 Price/Cost Information:

4.3.1 Regardless of the type of CLINs (e.g., CPFF, CPIF, CPAF or FFP) under the solicitation, the offeror shall fully disclose the build-up of cost/price of each CLIN.

4.3.2 When completing Attachment P6, the offeror (e.g., prime vendor) shall not utilize any fully burdened hourly rates when pricing the labor of its employees.

4.3.3 If subcontractors are proposed, subcontractors and team members shall provide all of the same information and spreadsheets required of the prime contractor. Subcontractors shall submit their cost delineating the build-up of rates to the Government (e.g. direct and indirect rates, hours, fee, etc.) on the Attachment P7 CLIN Breakout

Spreadsheet (Subcontractors). Subcontractors may submit the P7 spreadsheet directly to the Government if data is determined to be proprietary to the company. Subcontractors shall indicate who their prime contractor is within the

P7 or within the submittal of the P7.

4.3.4 In preparing the cost/price proposal, the offeror shall ensure the submittal is easy to understand and includes the following:

4.3.4.1 Reasonableness and Consistency between the Technical and Cost/Price Volumes. The offeror shall demonstrate that the unit prices and the total proposed price/cost are reasonable, realistic, and commensurate with the work required by the solicitation and the technical and management approaches identified in the Technical

Volume of the proposal. Show traceability with the CLINS, SubCLINs, the SOW, proposed effort, proposed manning levels, and the costs/prices. Refer to specific sections in the Technical Volume as needed to illustrate the consistency between the Cost/Price Volume and the Technical Volume. The Offeror shall explain any inconsistency between promised performance and cost/price, as well as any appearance of unbalanced pricing, in the proposal.

4.3.5 Provide a narrative that addresses any assumptions made during the preparation of the cost/price proposal and discuss the basis for the cost elements below listed:

4.3.5.1 Direct labor rates by category. The offeror and proposed subcontractors are required to submit labor rates for proposed individuals. The offeror and proposed subcontractors shall provide payroll verification for currently employed proposed personnel and contingent offer letters outlining salary information for contingent hires.

Verification of direct labor rates shall be provided for current employees; this could consist of, for example, screen-captures (or equivalent) from the offeror’s payroll system or a form containing the title, direct labor rate and a signed certification by an authorized representative of the company. Offerors retain discretion with respect to the documentation provided to substantiate the direct labor rates of current employees; however, the Government must be able to calculate the employee’s current hourly rate based on the information provided. If any of the rates utilized by the offeror or any subcontractors differ from the payroll verification, a justification shall be provided for the difference. For any prospective hires, provide information to substantiate the rates proposed. If composite or category averages are proposed, provide a breakdown of how rates are developed. Offerors shall also indicate the number of hours subject to uncompensated overtime. Finally, as applicable, provide a narrative to describe the use of uncompensated overtime.

4.3.5.2 Escalation on labor. Offerors, including subcontractors, shall address escalation for all labor categories, and shall provide three (3) years of historical actual escalation rates and rationale for the specific escalation rate used.

Offerors that do not include escalation, or an explanation as to why it was not included, may be considered unrealistically low and may have their proposals adjusted upwards by the Government for cost realism purposes.

Should an increase to the applicable DOL or CBA rates cause an increase in labor costs, Offerors will be entitled to request an adjustment under the terms of the SCA clause.

4.3.5.3 Indirect costs (i.e. Overhead, Fringe Benefits, General and Administrative (G&A), etc.), including a description of pools to which indirect rates are applied. If available, the offeror and proposed subcontractors shall provide the most current DCAA Provisional Billing Rate Approval Letter, DCAA Final Billing Rate Approval

Letter, and/or DCAA Forward Pricing Rate Agreement or Recommendation (FPRA/FPRR). If DCAA has not reviewed the rate information for an offeror or one of its subcontractors, the offeror shall submit a detailed justification of the proposed indirect rates, including details regarding the basis of estimate that may be helpful to the

Government in conducting cost realism analysis. If any of the rates utilized by the offeror or any subcontractors differ from the DCAA information, a justification shall be provided for the difference, including any supporting cost data (i.e., budget information). Finally, prime contractors and all subcontractors shall provide the last three (3) years of actual indirect information.

4.3.5.4 When the offeror or any subcontractor elects to claim Cost of Money (COM) as an allowable cost, the offeror shall submit a DD Form 1861 and show the calculations of the proposed amount.

4.3.5.5 Profit/Fee: The offeror and subcontractors shall identify profit/fee rates and total amounts proposed and identify the various cost elements to which the profit/fee is being applied. Profit, Base, Award, and Incentive fee rates, as applicable in Section B, shall be clearly distinguishable. Profit/Fee shall not be applied to Travel and

Material.

4.3.5.6 Other Direct Costs (ODCs) by specific cost element (i.e. Travel, Material). Offerors shall utilize the Not-To-

Exceed (NTE) amounts provided by the Government in Section L-2, paragraph 1.0 for ODC CLINs. If it is the contractor’s accounting practice to apply (and invoice for) burdens to ODCs, then the contractor shall propose the

ODC NTE amount plus the applicable burdens.

4.3.5.7 Any other information needed to explain the offeror’s or subcontractor’s estimating practices.

4.3.6 If subcontractors are proposed, provide the same information required for the prime contractor. The cost/price proposal shall be unprotected and unlocked, with formulae intact to show mathematical operations.

4.3.7 As this requirement contains cost type CLINs, the offeror shall also provide documentation verifying that it has a DCAA approved Cost Accounting System or state that its Cost Accounting System has not been approved by

DCAA, pursuant to the requirement at FAR 16.301-3(a)(3). It is the prime contractor’s responsibility to ensure that each subcontractor with a proposed cost-reimbursement subcontract type has an adequate accounting system. If a subcontractor does not have an adequate accounting system, they should be priced on a Firm-Fixed-Price (FFP) or

Time-and-Materials (T&M) basis. The prime contractor shall provide a list of all subcontractors by name and shall specify the type of subcontract (i.e., CPFF, FFP, T&M, etc.). For those subcontractors who will be priced on a cost-type basis, documentation verifying possession of a DCAA approved Cost Accounting System shall be provided.

4.3.8 If the contractor requires the use of consultants in its proposal, the consultant cost shall be captured under the appropriate labor CLIN not the ODCs CLIN. The proposed consultants are required to submit their cost/price proposal. The cost/price proposal shall be unprotected and unlocked, with formulae intact to show mathematical operations.

4.3.9 Total Professional Employee Compensation Plan. The Offeror and Subcontractors shall provide a Total

Compensation Plan in accordance with FAR 52.222-46 for each proposed professional employee. The Plan shall include, but not limited to, the following items:

(1) The proposed direct labor rate for each professional employee proposed;

(2) The total cost of the proposed fringe benefits package for each professional employee proposed, including:

(a) list and brief summary of the benefits that make up the fringe package (e.g. vacation time, sick leave, stock, incentive plans, family leave, life insurance, severance pay, bonus plans, health insurance, holidays, location allowance, retirement benefits); and

(b) an itemization of the benefits that require employee contributions, and the amount of that contribution as a percentage of the cost of the particular benefit; and

(3) Data, such as recognized national and regional compensation surveys and studies of professional, public and private organizations, used by the Offeror in establishing the total compensation structure

4.4 Fully Burdened Labor Rates

Complete the tab within the spreadsheet in Attachment 7, showing the proposed fully burdened labor rate for labor categories identified in Attachment 6, Appendix A. Fully burdened labor rates are defined as direct labor rates plus all applicable burdens, to include indirect rates, fee, and subcontractor pass through costs where applicable. Offerors are strongly encouraged not to exceed the labor rate tripwires, however if they do, the offeror shall identify the rate(s) in excess and provide rationale that justifies the higher rate(s) as reasonable.

4.5 Other Costs

The Offeror shall identify additional costs that would be incurred that have not been identified in the solicitation and describe in detail the performance that would cause these costs. Also, describe any assumptions with regard to

Government actions (e.g., providing resources whether it be equipment or people) that enabled the proposed price/cost to be lower and identify the amount by which it is lower. Include any other company accounting practices that may affect direct/indirect charging.

5.0 VOLUME 5: EXCEPTIONS, DEVIATIONS AND WAIVERS

In this Volume, the Offeror must state that its offer contains all exceptions, deviations, and waivers that the Offeror takes from the provisions of the solicitation and its applicable documents. An “exception” is where an Offeror states it will not comply with a requirement, usually involving contract terms and conditions. A “deviation” is where an

Offeror states it will not comply with a requirement but proposes an alternative to meet the intent of the requirement, usually involving a specification. A “waiver” is where an Offeror requests authorization for the Government to accept an item, which will depart from, specified requirements, but would nevertheless be considered suitable.

Exceptions, deviations, and requests for waivers may cause proposals to be considered deficient.

Provide a detailed description for each exception, deviation, or request for waiver, as applicable. The Offeror shall indicate the Offeror’s difficulty with the applicable requirement and the Offeror’s proposed solution. The Offeror shall specifically identify the portion of the solicitation and the Offeror’s proposal which are affected. If there are no exceptions, deviations or waivers, the Offeror shall provide a one-page Volume 6 in the Executive Summary stating so.

ANNEX 1 OCI Disclosure and Mitigation Plans (if applicable)

The Offeror shall identify any potential conflict of interest (COI) in Attachment 3 in accordance with Clause

5252.209-9510. If any potential COI exists, the offeror shall develop mitigation plans, as appropriate, and submit these with its proposal as Annex 1. If the proposed mitigation plan(s) are ultimately deemed unacceptable, the

Offeror will be ineligible for award.

L2 GOVERNMENT FURNISHED INFORMATION

1.0 ODCs

1.1 Offerors shall propose to the following Government estimated unburdened Travel and Material ODCs for the

Prime and all subcontract efforts and include these on the Attachment P6 as appropriate. Offerors shall propose an ODC total (with applicable burdens) for each year, and an overall cumulative five year total.

ODC ($) Base YR 2 YR 3 YR4…