Streamlined_Section_L_-_4.2_Follow_on_V11.pdf

L – (1) CONTENT OF PROPOSALS (Services)

PART A GENERAL INSTRUCTIONS

1.0 GENERAL

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 into the resulting contract.

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.

Statements that the prospective Offeror understands, can comply with, or will comply with the specifications, and/or paraphrasing the requirements or parts thereof without supporting information are considered inadequate by the Government, and may result in assessing weaknesses and/or deficiencies.

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 sub factor clearly may be considered a deficiency. Unnecessarily elaborate brochures or other presentation materials beyond those sufficient to present a complete and effective proposal are neither necessary nor desired.

The Government advises the Offeror that taking exception or deviating from any term or condition of the

RFP may result in the assessment of a deficiency to the proposal.

Throughout these instructions, a “principal subcontractor” is defined as a subcontractor who provides at least 15% of the proposed total price/cost (excluding the Offeror’s profit/fee) for the contract or provides one or more Key Personnel. “JV Team member” is defined as one of the entities that make up a joint venture (JV) formed for the purpose of responding to this solicitation.

Questions: Offerors may submit questions requesting clarification of solicitation requirements by emailing the contract specialist at jaime.weber@navy.mil and the Procuring Contracting Officer at melinda.stann@navy.mil. It is required that all questions be received within 10 calendar days of the date this solicitation is issued. Questions posted after this date may not be answered.

2.0 PROPOSAL FORMAT

Written proposals must be formatted using a Times New Roman 12 pt. font (no reduction permitted), single-spaced with 1-inch margins all around, and formatted for standard 8.5 x 11 inch paper. (8.5 x 14 inch is permitted for Attachments P6 (Prime Cost Summary Sheet) and P7 (Subcontractor Cost Summary

Sheet) only. All pages should be numbered with section and page numbers. Graphs and tables 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 will provide one complete copy of the proposal to the Procuring Contracting Officer (PCO) as electronic files fully compatible with Microsoft Office 2010 and for information not supported by MS

Office products, with the latest Adobe Acrobat reader on a CD-ROM or DVD-ROM. The Offeror will ensure that the Price/Cost Volume is provided on a separate CD-ROM or DVD-ROM. Each CD-

ROM/DVD-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.

3.0 PROPOSAL CONTENT AND VOLUMES

mailto:jaime.weber@navy.mil mailto:melinda.stann@navy.mil

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 Volume/paragraph number matches the Proposal Instructions Volume/paragraph number provided in section “Part B Specific Instructions” 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, section, and element, etc., in the Offeror’s proposal.

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. Any pages submitted exceeding the page limit shall be disregarded and NOT evaluated.

Each proposal shall contain the following Volume/Sections:

Volume 1 – Executive Summary

Volume 2 – Technical Proposal

Volume 3 - Past Performance

Volume 4 – Cost/Price Proposal

Volume Section Volume Title Page Limit Copies Required

1 1.0 TECHNICAL PROPOSAL 1 Original; 3 Hard

Copies; 1 Electronic

Copy

1.1 Understanding the Work

1.1.1 Sample Task See Part B, paragraph 1.1.1

1.1.2 Statement of Work Approach 20 pages

1.2 Management Approach 15 pages

1.3 Workforce 15 pages for

narrative

1.3.1 Staffing Plan

1.3.2 Key Personnel Resumes 3 pages per

resume (not part of total page count)

2 2.0 PAST PERFORMANCE 10 pages 1 Original; 3 Hard

Copies; 1 Electronic

Copy

3 3.0 PRICE/COST No page limit 1 Original; 1 Hard

Copies; 1 Electronic

Copy

Small Business Subcontracting Plan No page limit

In accordance with DFARS 216.505-70, if a single offer is received, at the Contracting Officer’s discretion, certified cost or pricing data may be required to be submitted subsequent to the proposal receipt.

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 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 (Original and hard copies only)

The Offeror shall submit a Cross Reference Matrix (CRM) for the Technical Volume, similar to the example below, to help ensure that all solicitation requirements are addressed and to facilitate the evaluators’ review of the Offeror’s proposal. The CRM should be a single, integrated matrix and cross-reference the proposal volumes and paragraphs to specific RFP requirements, as well as other parts of the proposal that contain relevant information. The Offeror’s CRM may be identical to the example below or revised such as to add columns to indicate the page number on which information may be found, identify where other relevant information in the proposal is located, or provide other comments. The CRM does not count against any of the proposal page limitations.

EXAMPLE OF A CROSS REFERENCE MATRIX (CRM)

4.0 PROPOSAL SUBMISSION:

Clearly mark all packages with the solicitation number N00421-17-R-0060 and the 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.

Offerors may submit proposals via a commercial carrier (FedEx, UPS, etc.) or hand carried using the address provided below. Offeror shall not submit proposals by facsimile or electronically via email.

Naval Air Warfare Center Aircraft Division

Code: NAWCAD-2.5.1.5 - Jaime Weber

22473 Millstone Rd. Building 505

Patuxent River, MD 20670

Solicitation Number: N00421-17-R-0060

Hand carried proposals may be delivered to the address above, Attention Jaime Weber, 2.5.1.5.13 (301)

342-4536 /Monique Johnson, 2.5.1.5.2 (301) 757-1965/ and/or Melinda Stann, 2.5.1.5 (301) 757-0008

5.0 PROPOSAL PACKAGING:

Section L –

Proposal

Instructions

Government RFP

Requirements

Section M –

Evaluation

Factor Offeror’s Proposal Reference

CLIN

Reference

Volume 1

Technical

Example: Section L, Para 1.1

Note: This column shall address all subparagraphs

2.A Provide reference to Offeror’s

Proposal Volume I – Technical.

Example: Refer to appropriate page number in Offeror’s written proposal

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. One container shall include all Original Proposal volumes including the original/signed documents.

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: 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:

1.1 Understanding of the Work

Understand of the Work shall be demonstrated in two (2) parts. The first is a Sample Task performed by the offeror, with a written response that will also be orally presented to the Government. The second part is a Statement of Work Approach provided as a written response. The information below provides detailed instructions to the Offerors.

1.1.1 Sample Task

1.1.1.1 The Offeror shall perform a Sample Task as described below which includes electronic delivery of a

Microsoft Project file and a written response outlining assumptions made and how the personnel got to the final answer. This written response will also be orally presented to the Government as outlined in the Oral

Presentation Agenda table. The Government expects that the person performing the Sample Task be proposed as a Key Person under the Program/Project Analyst labor category. This individual shall be one that the offeror would utilize in supporting tasks associated with SOW paragraph 5.8 “Integrated

Government Scheduling” during contract performance. The available time to complete the Sample Task and to provide responses is twelve (12) workhours in two (2) consecutive days (eight and one half (8.5) workhours the first day inclusive of introductions and lunch and four (4) workhours the second day);

therefore, the offeror shall be mindful of the need for timely accomplishment of the task objectives.

One or more Government monitors will be in the source selection space to ensure only a single representative of the offeror has access to the material and that the same person performs the Sample Task.

Government monitors will not be allowed to answer any questions associated with the Sample Task before, during, or after the Sample Task is presented to the Offeror for completion.

The Offeror shall not remove from the source selection area any material (hard copy or electronic) provided by the Government monitor, nor any material produced by the Offeror during the execution of the Sample

Task. The Offeror’s representative may not have any electronic devices during the Sample Task.

http://www.fedbizopps.gov/

An offeror may be performing the Sample Task concurrently with other offeror’s but in a separate location and with one or more separate Government Monitors.

Sample Task: Integrated Government Schedule (IGS)

Background: Within the allotted time, the Offeror is expected to complete the Sample Task. The

Government will provide the Offeror with a workspace, computer with pre-loaded software, and electronic files necessary to complete the Sample Task. The electronic files will represent a fictitious project involving NAVAIR and two contractors (“A” and “B”). The Government will also provide the Offeror with hard copies of each electronic file for use while performing the Sample Task. The files provided shall include:

Request for Offeror to construct an IGS in Microsoft Project based off of the supplied sample task package and provide extracts of the critical path and requested driving path in a Word document.

Background information on the project and the program’s IGS related “Ground Rules and

Assumptions” for the project – Word document

Organizational chart of the fictitious NAVAIR program- single page Power Point file

Program’s notional schedule for the overall project – single page Power Point file

Contractor A’s milestone events and delivery dates – single page Power Point file

Contractor B’s milestone events and delivery dates – single page Power Point file

Integrated Master Plan (IMP) for the project – Excel file

Work Breakdown Structure (WBS) for the project – Excel file

Task Planning Worksheet, one for each Integrated Project Team (IPT) member, denoting the scope in terms of tasking and sequence/dependencies – Excel file

Expectations: Given the Sample Task files, the Offeror must be able to demonstrate the development of an

Integrated Government Schedule (IGS) in Microsoft Project meeting the following:

The IGS shall contain the contract milestones, accomplishments, criteria, tasks/activities associated with the project making up the sample task package.

The IGS shall be an integrated, logically driven network-based schedule that is vertically and horizontally traceable.

The IGS shall have traceability to the Integrated Master Plan (IMP), Organizational Structure, and

WBS.

The IGS shall contain several contractual milestones, descriptions, and as applicable, shall display the summary, intermediate, and detailed schedules.

The IGS shall contain fields and data that enable access to the information by product and organizational lines (Integrated Project Team member).

The IGS shall contain all calendars that define working and non-working time periods or other information that may impact the schedule.

Objective: Through performing the task, the Offeror should be able to:

Baseline the schedule

Make schedule changes

Status the schedule

Perform critical and driving path analysis

Written Response: A written response to the Sample Task shall include the following information:

(1) Ground Rules/Assumptions: If the Offeror added/changed any ground rule or assumption not already denoted in the provided sample task package documentation, the Offeror should capture (electronically) what ground rule or assumption they added/changed and the rationale they used for that action.

(2) Issues/Concerns: If the Offeror considers any supplied data or resultant Microsoft Project file as containing an element(s) not considered to be the best choice for a useable and healthy

Microsoft Project schedule, the Offeror shall capture (electronically) the specific condition and the reason/rationale said condition is an issue/concern.

1.1.1.2 Oral Presentation; Upon the Offeror’s completion of the Sample Task, the Government will provide the Offeror with an opportunity to present their Sample Task results and response during an Oral

Presentation. The Government requires the person who performed the Sample Task to be the same person that presents the Sample Task results. The Offeror has full discretion in determining how best to present their results to the Government during their Oral Presentation, though the Offeror is limited to using only the tools and materials provided to them for the Sample Task and those that the Offeror created while performing the Sample Task.

Note: The Sample Task is issued to assess/evaluate the Offeror’s ability to understand the work, and provide the process and management techniques to complete the task. The Offeror has full latitude in the format of the response.

1.1.1.2.1 Oral Presentations Agenda

Anticipated Sample Task and Oral Presentation

Agenda

DAY 1

Approximate Time Start Allotted Time

0800 Introduction – Intro and

Directions

15 minutes

0815 Sample Task –Allotment of

Time to Complete

3 hours 45 minutes

1130 Mandatory Lunch 30 minutes

1200 Sample Task Allotment of

Time to Complete

4 hours

1600 Adjourn

DAY 2

0800 Sample Task – Allotment of

Time to Complete

4 hours

1200 Mandatory Lunch 30 minutes

1230 Oral Presentation of the

Sample Task

1 hour

1.1.1.2.2 Oral Presentation Supplies

The Government will provide a computer connected to an overhead projector/digital projector along with the Offeror’s electronic Oral Presentation briefing that was provided with its proposal. Offerors should mark briefing material in accordance with FAR 52.215-1(e), Restrictions on Disclosure and Use of Data.

The Offeror is responsible for any other presentation supplies that may be required for the Oral

Presentation that are in addition to the electronic briefing material provided with the proposal for the presentation. It should be noted that all electronic files must be on CDs or DVDs. Thumb Drives, access to the “Cloud”, or email, etc. will not be permitted. At the conclusion of the Oral Presentation, the Offeror shall return the CD/DVD containing the Offeror’s briefing material submitted with the proposal along with a CD/DVD and all paper copies used during the presentation. Offerors are limited to technical information only; no mention of costs or profit shall be included in the Oral Presentation.

1.1.1.2.3 Schedule and Content

Oral Presentations will be held at a Government-provided facility located near the Naval Air Systems

Command, Naval Air Station, Patuxent River, Maryland. Prior to the Oral Presentations, the Government will provide the scheduled date and time. The Government reserves the right to hold sample tasks with multiple offerors at the same time in multiple locations.

Due to time constraints, the Offeror is strongly encouraged to forego charts addressing company organizational structure and marketing information during the Oral Presentation.

The Offeror will be allotted the times noted in the “Anticipated Oral Presentation Agenda” (See 1.1.1.2.1).

The times are considered approximate and the Government does not require that an Offeror use the full time available. However, the Offeror will not be permitted to go over the allotted time for presentations.

The Government will video record the Oral Presentation. The Government will furnish all necessary recording equipment and personnel. Once recorded, the recording becomes the property of the

Government and offeror will not receive a copy of the video recording of its own, or any other, Oral

Presentation.

1.1.1.2.4 Participants

All participants shall be current employees of the Offeror or its proposed subcontractors. For the Sample

Task, only the Key person may be present during the task. During the Introduction time for the Sample

Task, the proposed Program Manager is invited to view the directions to the Sample Task, however, they must leave upon completion of the Introduction. The proposed Program Manager is invited to view the

Oral Presentation that will be offered to present the Sample Task results and response. At least two (2) business days prior to the scheduled start time of the Offeror’s Sample Task, the Offeror shall provide the

Government the name, firm and position/ title of the individual who will be performing the sample task, along with the name, firm, and position/title of the proposed Program Manager if they are attending the

Introduction and Oral Presentation to the Contracts Specialist, Ms. Jaime Weber with a copy to the CO, Ms.

Monique Johnson. All participating Offeror personnel must be proposed as Key Personnel. All Offeror attendees must be on-site to participate in the oral presentation (i.e., no call-ins). Only one participant is required and granted access for the Sample Task. The Government reserves the right to hold sample tasks with multiple offerors at the same time at multiple locations.

1.1.1.2.5 Evaluation

The Offeror’s proposal may be excluded from further consideration if deficiencies are found as a result of the Sample Task.

1.1.2 Statement of Work Approach:

1.1.2.1 Offerors shall provide a written narrative of the Offeror’s proposed understanding and capability to perform the requirements of the Statement of Work for the following Statement of Work areas:

SOW Paragraph

5.1 Strategic Research and Analysis

5.5 Supplier Analysis and Management Support

5.8 Integrated Government Scheduling

The Offeror’s response shall include, but not be limited to, the elements set forth below:

(a) Approach: A detailed description of your approach/methodology to accomplish the task. Include your step-by-step process.

(b) Tools and References: Identify the tools and reference materials you would use to accomplish the task.

(c) Deliverables: Identify the products you expect to be outcomes from the task.

(d) Dependencies/Interdependencies: Describe the dependencies/interdependencies (i.e. the other areas of the SOW) that may impact the execution of the task or your performance and how they would impact the execution or performance.

(e) Discuss how you will utilize your resources (manpower, skill sets, etc.) to maintain and optimize level of support.

(f) Discuss how you will control quality and how you will use feedback and metrics to assess and continually improve your performance.

1.1.2.2 In addition, the Offeror shall provide a written narrative briefly summarizing the Offeror’s understanding and capability to perform the requirements of the all other areas of paragraph 5.0 of the

Statement of Work. The Offeror shall not reiterate the SOW as that is ineffective in supporting the

Offeror’s claim of having technical expertise. Offerors should include any innovative ideas that may benefit the Government in performance of this requirement and identify any areas, which the offeror believes may impact successful performance and the offeror’s risk mitigation strategy to overcome them.

1.2 Management Approach

The Offeror shall address in sufficient detail the following:

1.2.1 Overall Management Approach: Offerors shall present in sufficient detail the following:

1.2.1.1 Adequacy of management and resources to support the technical requirements of the solicitation and ability to function as a viable and productive partner with the Government.

1.2.1.2 Proposed management roles of the offeror’s proposed workforce for this task order.

1.2.1.3 Proposed lines of responsibility, authority, and communication through which the tasks will be managed.

1.2.1.4 Procedures to be taken to ensure quality, security, deliverable compliance and cost control.

1.2.1.5 Processes for managing the contract and task orders from start to finish, including the role of the offeror’s task order manager in product/process quality in comparison to the role played by the offeror’s indirect or corporate office.

1.2.1.6 Plan for early identification and resolution of problems.

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

1.2.2 Small Business (SB) Utilization Strategy:

1.2.2.1 All Offerors shall describe their strategies for utilizing Small Business (SB) Concerns in the performance of this contract, whether as a JV, teaming arrangement, or subcontractor to achieve a

Government established Small Business Participation goal of no less than 15% of the total contract value.

Small business Offerors should include themselves in addressing their strategies. Although the aforementioned stated goal represents the Small Business category, Offerors shall include goals for not only Small Business, but also for Small Disadvantaged Business (SDB), Veteran-Owned Small Business, Service-Disabled Veteran-Owned Small Business (SDVOSB), Small Business (HUB Zone), and Women-

Owned Small Business (WOSB). All goals shall be presented in percentages in relation to total contract value. This strategy is separate from, but shall be consistent with, the SB Subcontracting Plan, if such a

Plan is required.

1) Offerors shall specifically identify the small business subcontractors to be utilized in performance of this contract to the maximum extent practical. For each SB concern specifically identified in the proposal, provide the SB concern’s SB subcategory (SDB, SDVOSB, WOSB, HUBZone, etc.), provide the SB concern’s CAGE code (or, if not registered in System for Award

Management (SAM), provide evidence of self-certification in accordance with FAR 19.703(b) as a

SB concern), and the NAICS code for the work to be performed by the SB subcontractor.

2) Offerors shall describe the complexity and variety of the work small firms are to perform, for each

SB subcontractor specifically identified, the offeror shall identify if the planned subcontract effort is considered to be of low, medium, or high complexity along with a brief rationale.

1.2.2.2 SB Subcontracting Plans: The Large Business Offeror shall provide its SB Subcontracting Plan conforming to the requirements of FAR 19.7 and DFARS 219.7 unless there is an already approved comprehensive SB Plan. The Subcontracting Plan of the successful Offeror(s) will be reviewed and approved by the Procurement Contracting Officer (PCO) prior to contract award. See FAR 19.702(a)(1)

Statutory Requirements, regarding failure of the apparent successful Offeror to negotiate and submit a

Subcontracting Plan acceptable to the PCO. The successful Offeror’s approved Subcontracting Plan will be incorporated into the resultant contract. Small Business subcontracting plans which reflect a SDB goal of less than those on the Department of Defense Office of Small Business Programs website located at http://www.acq.osd.mil/osbp/statistics/goals.htm shall also provide, as part of the subcontracting plan submission, those extenuating circumstances that do not allow the Offeror to propose this percentage goal.

Limitation on Subcontracting (per 13 CFR §125.6(e)(2), compliance with the limitation on subcontracting shall be an element of responsibility).

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

1.2.3.1 Subcontract Management Plan. Prime Contractor shall detail how the subcontractors will be managed to ensure cohesive integration into the overall management approach.

1.2.3.2 Description of the integration of the teaming partners (i.e. subcontractors and consultants) into the overall management approach and how the offeror will leverage their strengths to increase value to the customer through technical leadership, quality assurance, and process improvement.

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

1.2.3.4 How the offeror will maintain control during the performance of work.

1.2.4 Transition Plan:

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

The Government anticipates a sixty (60) 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 a reasonable transfer 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:

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

1.2.4.2 Quality Assurance - The offeror shall provide a plan of action to ensure continuation of quality review processes during the transition period from the incumbent to the successful offeror.

1.2.4.3 Training - The offeror shall provide a plan of action to implement personnel training needed during the transition period to ensure continuity between the services provided by the incumbent and the successful offeror.

1.2.4.4 Risk Mitigation strategies - The offeror shall provide a plan of action to mitigate contract performance risks encountered during the transition period. Describe the Offeror’s approach to seamlessly continue support requirements. Identify the major challenges with regard to start-up and provide an http://www.acq.osd.mil/osbp/statistics/goals.htm approach to mitigate risks, including method for incorporation of lessons learned from previous site transition(s).

1.2.4.5 Security Requirement to include OPSEC, facility clearances, and base access - The offeror shall provide a plan to implement the required security clearances and physical access requirements of the contract during the transition period so that service is not interrupted.

1.2.4.6 Data Transfer - The offeror shall provide a plan of action for the efficient inventory and transfer of program data from the incumbent to the successful offeror.

1.2.4.7 Timeline – The offeror shall provide proposed schedule of events during the transition period.

Provide a detailed Plan of Action and Milestones (POA&M), pictorially with supporting written information as necessary, for beginning performance in accordance with the requirements of SOW, including the critical tasks and timelines needed to ensure a smooth transition into full performance. The

POA&M shall include the development of work instructions, procedures, employee training (all mandatory training, security training, base access, etc), and planning documents.

1.3 Workforce

The Offeror shall propose personnel that meet all labor category requirements. Personnel must also have the required minimum level of security clearance as outlined within the solicitation.

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 with a stated salary, 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 award.

A "current employee" is an individual who is currently employed by the identified company.

1.3.1 Staffing Plan

The Offeror shall describe in sufficient detail the following:

1.2.1.1 A staffing plan that addresses the roles and responsibilities of personnel proposed for this effort, including any proposed subcontractor or teaming arrangements. The Offeror shall also state the availability of personnel proposed for this effort, specifically describing the number of personnel that are readily available, contingent hires, prospective hires, or subcontractors. For personnel who are not current or contingent hires, Offerors shall describe their plan for hiring qualified personnel. The offeror shall include an organizational chart for the effort to perform the SOW. The Organizational Chart of the proposed support organization (to include subcontractors) must include position titles and the number of full time equivalents (FTEs) proposed for each support position. The total proposed labor mix and level of effort shall conform to that outlined in Section L, Paragraph 3.5.

The offeror should provide an overview of their workforce and how it relates to the technical tasking.

1.3.2 Key Personnel

The Offeror shall provide the following:

1.3.2.1 The offeror shall submit a list of the labor categories along with resumes for each proposed key personnel. Key personnel shall meet or exceed the labor category requirements outlined in the SOW in

Section C of this solicitation. If the “Key” employee is a contingent hire, the Offeror shall submit a corresponding letter of intent in 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 other team members shall provide letters of intent either separately or included in the prime contractor’s submission of this document.

The Government requires that an Offeror’s key personnel include the proposed Program Manager and one key person identified for each of the following areas of the Statement of Work: 5.1 “Strategic Research and Analysis,” 5.5 “Supplier Analysis and Management Support,” and 5.8 “Integrated Government

Scheduling.” 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.

1.3.2.2 No prospective hires may be proposed as Key personnel.

1.3.2.3 The Offeror shall provide a resume not exceeding 3 pages of the work assignments, training, etc.

that demonstrates how they meet the required qualifications, education, training, and experience for each key person proposed. 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)

1.3.2.4 The offeror shall submit a statement agreeing that all personnel requirements, inclusive of non-key personnel, shall be met throughout contract performance.

1.3.2.5 If the qualification (i.e., education, experience) does not readily or easily compare to the minimum qualification stated in the SOW, the offeror has the burden of proof to show how proposed qualifications meet the minimum qualifications.

NOTE: The Government may check educational background to verify degrees or certifications received.

NOTE: During performance, the contractor shall be compliant with the terms of NAVAIR Clause

5252.237-9501 Addition or Substitution of Key Personnel.

2.0 VOLUME 2: PAST PERFORMANCE

Sources of past performance evaluation information include information provided by the Offeror in response to the solicitation, information obtained from questionnaires, and any other sources available to the Government, to include, but not limited to, the Past Performance Information Retrieval System

(PPIRS), Federal Awardee Performance and Integrity Information Systems, Electronic Subcontract

Reporting System, or other databases; the Defense Contract Management Agency; and interviews with

Program Managers, Contracting Officers, and Fee Determining Officials.

The Offeror shall complete the Past Performance Information Form, Attachment P1, for each past performance reference performed within five (5) years of the solicitation release date. The Offeror shall submit no more than five (5) Past Performance Information Forms as the Prime Contractor, no more than two (2) forms for each principal subcontractor, and/or no more than two (2) forms for each JV team member. The Offeror shall submit written consent from its principal subcontractor(s) and JV team member(s) that will allow the Government to coordinate any past performance issues directly with the

Offeror. If the Offeror does not submit the written consent, the Government will address any past performance issues directly with the principal subcontractor or JV Team member and the Offeror will forfeit the opportunity to participate in any related discussions. Consequently, for any principal subcontractor and JV team member that does not provide the written consent, the Offeror shall provide the name, address, phone number, and email address with whom the Government may address any past performance issues.

The Offeror shall provide a narrative on each Past Performance Information form in the “Contract Effort

Description” area that clearly describes how each contract reference has relevant work effort that matches the relevancy definitions specified in Section M of the solicitation. Additionally, the Offeror shall provide one electronic copy of the Statement of Work/Performance Work Statement for each contract referencedand cross reference how each provided contract aligns to the RFP SOW. Offerors should identify the relevant portions (sections, paragraphs and page numbers) of the referenced contract’s

SOW/PWS to clearly identify how past efforts performed are similar to this solicitation’s requirements.

Additionally, for each contract reference, the Offeror shall provide the total number of labor hours and a breakout of hours associated with each performance period

Offerors are reminded that the Government reserves the right to use information to evaluate past performance obtained from sources other than those identified by the Offeror. The Government may send additional questionnaires and/or obtain information from sources identified by the Government evaluation team.

The primary source of past performance information will be PPIRS. If a Contractor Performance

Assessment Report (CPAR) exists for multiple years for the same contract/order, all periods of performance within the recency period specified above, for that contract/order, will be used for evaluation.

In the event a CPAR does not exist for a past performance reference, the Offeror shall submit a Contractor

Performance Assessment Questionnaire (CPAQ), Attachment P2, to the Program Manager who is the

Assessing Official. The Offeror shall include instructions for the Program Manager to send completed questionnaires within two weeks of its receipt via e-mail to Jaime Weber, Contract Specialist, at jaime.weber@navy.mil or via fax number 301-995-1145, thereby allowing the customer approximately two weeks to complete their response. All CPAQs should be received by the Government not later than the

Offeror’s proposal submission.

3.0 VOLUME 3: PRICE/COST PROPOSAL

If subcontractors and/or consultants are proposed, they shall provide the same information required for the prime contractor, unless otherwise noted below.

3.1 Volume Content:

This Volume shall contain the Contract Compliance information specified 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 (Supplies and/or Services and Prices and/or Costs) using the estimated quantities value in the solicitation and the instructions below. The breakdown of cost/prices shall be provided separately in one digital data copy in MS Office 2010 Excel format on CD-ROM media. Offerors shall submit their cost/price proposal utilizing the CLIN Breakout Spreadsheet (Attachment P6). The offeror shall submit a fully completed Attachment P6 which is formatted on letter size (8.5 X 11) paper. The proposal shall be unprotected and unlocked, with formulae intact to show mathematical operations.

(b) All cost/price and cost/price supporting information shall be contained in section B of the cost/price proposal. No price or pricing information shall be included in any other technical volume, including cover letters. Offerors are responsible for submitting sufficient information to enable the

Government to evaluate fully their cost/price proposal.

i. Offeror Summary Table: The Offeror shall complete the table below. The Offeror shall include all subcontractors and JV team members who will be involved with the performance of the contract and list all sites where the work will be performed. If a JV 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.

mailto:jaime.weber@navy.mil

Contractor Name

(Indicate Prime, JV

Team Member, or

Sub)

Contract

Type

Place of

Performance/

CAGE

CODE/DUNS

Brief Work

Description and/or

Program

Responsibility

% of Total Proposed

Price

ii. Signed SF33 or SF1449 for basic solicitation and acknowledgment of each amendment, including completion of any RFP clause or provision that requires a fill-in or response. (Only required from the Prime Contractor).

iii. Signed Representations, Certifications, and Acknowledgements and/or System for Award

Management (SAM).

iv. Guarantee the length of proposal validity (for at least 240 days after proposal submission).

3.2 Ground Rules and Assumptions:

(a) As this is a competitive acquisition with adequate price competition anticipated, certified cost or pricing data in accordance with FAR 15.403-1 is not required. 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. 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.

(b) 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.

(c) If subcontractors are proposed, they shall provide the same information required for the prime contractor, unless otherwise noted below.

3.3 Price/Cost Information:

Offerors shall submit their fully completed cost/price proposal utilizing the Cost Summary Format

(Attachments P6 (Prime Cost Summary Sheet) & P7 (Subcontractor Cost Summary Sheet)). The spreadsheet shall be formatted on letter size (8.5 X 11) paper and shall be unprotected and unlocked, with formulae intact to show mathematical operations. The Offeror shall use the CLIN Summary tab to breakout total proposed costs by CLIN.

Complete Attachment 6, (Fully Burdened Labor Rates), detailing the fully burdened labor rates for all prime contractors and their subcontractor personnel. 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. For subcontractor labor, the fully burdened labor rates shall be inclusive of any pass-through charges (e.g., subcontractor handling, fixed fee on subcontractor labor, etc.) applied by the prime contractor. Proposed fully burdened labor costs may be subject to the NAVAIR labor tripwire identified in

Section M. Offerors that propose a fully burdened per employee labor cost exceeding the labor tripwire shall provide rationale in their cost proposal narrative section that justifies the reasonableness of the tripwire cost for the applicable employees.

(a) Reasonableness and Consistency between the Technical and Price/Cost Volumes. 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, PWS, proposed effort, proposed manning levels, and prices/costs. Refer to specific sections in the Technical Volume as needed to illustrate the consistency between the Price/Cost Volume and the Technical Volume. The Offeror shall explain any inconsistency between promised performance and price/cost, as well as any appearance of unbalanced pricing, in the proposal.

(b) The Government is not soliciting any investments. However, in order for the Government to properly assess a proposed price/cost that appears low due to a corporate decision to absorb costs, e.g., lower than usual burdens or rates, the Offeror shall fully identify and explain any such investments.

(c) Direct/Indirect Rates: The Offeror shall submit Forward Pricing Rate Agreements (FPRAs), Collective Bargaining Agreements (CBAs), and Area Wage Determinations (AWDs) as applicable for all proposed personnel. The Offeror shall identify whether the labor rates proposed are FPRAs, CBAs, AWDs, ACO/DCAA recommended rates (FPRRs), or Offeror proposed rates (FPRPs). The Offeror shall propose in compliance with the current hourly rate set forth in the Department of Labor Wage

Determination as applicable. The Offeror shall provide Defense Contract Audit Agency (DCAA)

Information/Payroll Verification information as follows: A DCAA point of contact, with a current e-mail address, must be provided for the prime and each subcontractor. 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 recommendation, payroll verification for currently employed proposed personnel, and any other information necessary to substantiate the rates proposed. Payroll verification shall consist of a form containing the title, direct labor rate, and a signed certification by an authorized representative of the company that the information contained in the form is correct. For key personnel contingent hires, the offeror shall provide contingent offer letters outlining salary information for contingent hire employees. For any prospective hires for non-key personnel, provide information to substantiate the rates proposed. All contingent hires shall have a letter of intent submitted under the Cost Volume. The letter of intent is a separate written agreement signed by the potential employee(s) to work for the Offeror effective at contract award. Any proposed consultants shall have a consultant agreement substantiating the rates proposed. If a composite rate or other pricing methodology (e.g. cost estimating relationships) is utilized, the Offeror shall demonstrate how those rates were developed. Subcontractors and team members shall provide this information either separately or included in the Offeror’s submission of this document.

(d) Accounting System. 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.

The following definition applies:

- A “contingent hire” is an individual who has committed, under a signed letter of intent, inclusive of salary information , to being employed by the Offeror if the Offeror is awarded the contract.

If any of the rates utilized by the Offeror or any subcontractors differ from the DCAA information and/or payroll verification, a justification shall be provided for the difference. If DCAA has not reviewed the rate information for an Offeror or one of its subcontractors, the Offeror must submit a detailed justification of the proposed direct and indirect rates. Offerors shall provide the last three (3) years of actual indirect information. The Government may compare a prospective Offeror’s labor category rate to the average labor rate from industry.

Except for FFP type of CLINs (e.g., CPFF, CPIF, or CPAF) under the solicitation, the Offeror shall fully disclose the buildup of cost/price of each CLIN.

(e)When completing the Cost Summary Spreadsheet (Attachments P6, Prime Cost Summary Sheet and

P7, Subcontractor Cost Summary Sheet), the Offeror shall not utilize any fully burdened hourly rates when pricing the labor of its employees.

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

Direct labor rates by category. The Offeror is required to submit labor rates for all proposed current, contingent, and prospective hire individuals. If composite or category averages are proposed, provide a breakdown of how rates are developed. If necessary provide a narrative to describe derivation of labor rates, use of uncompensated overtime, pools to which indirect rates are applied, historical /provisional billing rates for indirect rates for the last 3 years and description, and amount of proposed other direct costs. If the Offeror requires the use of consultants in performance of the effort, the consultant cost shall be captured under the appropriate labor CLIN not the ODCs CLIN.

Escalation on labor. Offerors, including subcontractors, shall address escalation for all Non-SCA labor categories, and shall provide rationale for the specific escalation rate used. Offerors that do not include escalation, or an explanation as to why it is not included, may be considered unrealistically low and may have their proposals adjusted by the Government to include escalation in the option periods.

Indirect costs percentages (e.g., Overhead, Fringe Benefits, General & Administrative (G&A), etc.).

Information needed to explain the offeror’s estimating practices

Profit/Fee: Identify profit/fee rate 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, must be clearly distinguishable. Profit/Fee shall not be applied to ODCs.

Other Direct Costs (ODCs) by specific cost element (e.g., Travel, Material, and NMCI).

Reimbursement for Travel will be in accordance with FAR 31.205-46. If the Offeror proposes burdens on the Government provided ODC estimates, the Offeror shall provide a percentage breakdown of the Offeror’s indirect costs and burdens added to the Government estimates for any and all Cost Reimbursable CLINs in Section B.

When the Offeror elects to claim Cost of Money (COM) as an allowable cost, the Offeror must submit a COM form and show the calculations of the proposed amount.

3.4 Total Professional Compensation Plan:

The Offeror shall provide a Total…