JL-8 Pre-Proposal Conference Slides.pdf

CUICUI

Virtual Pre-Proposal Conference

Navy Expeditionary Forces Regional Contract (NEFRSC) II

N62742-24-R-3570

05 March 2024

Introduction

Vanessa Menor Contracting Officer

NAVFAC Pacific

Government Representatives

NAVFAC PACIFIC

Vanessa Menor, Contracting Officer Matthew Moses, Supervisory Contract Specialist Kimberly Tomimoto, Cost/Price Analyst Bryson Fukuda, Public Works Sherene Sugihara, Public Works Rika Uechi, Expeditionary Directorate Lori Chang, Assistant Counsel

Agenda

• Conference Ground Rules

• Solicitation Overview

• Performance Work Statement

• Volume I - Cost Proposal

• Break

• Volume II - Non-Cost Proposal

• Site Visit Information

Conference Ground Rules

• Remarks and explanations addressed during the conference shall not qualify or alter the terms and conditions of the solicitation.

• The terms and conditions of the solicitation remain unchanged unless the solicitation is formally amended in writing.

• Picture taking, video cameras, and recording devices are not allowed during the virtual conference.

• No minutes of this meeting will be published.

• The following will be provided via amendment to the RFP:

• Slides from the conference

• A list of attendees

• This is informative, no Question and Answer session.

Solicitation Overview

Vanessa Menor Contracting Officer

Contract Type and Term

• Cost-Plus Incentive-Fee (CPIF) contract with Enduring and

Non-Recurring Work.

• Full and Open Competition

• Maximum Contract Period: 102 Months

• Mobilization- 3 Months

• Base Period (Full Performance)- 9 Months

• Option Period 1- 12 Months

• Option Period 2- 12 Months

• Option Period 3- 12 Months

• Option Period 4- 12 Months

• Option Period 5- 12 Months

• Option Period 6- 12 Months

• Option Period 7 (Full Performance)- 12 Months

• Demobilization (Concurrent)-3 Months

• Option to Extend Services- 6 Months

Uniform Contract Format

• Section A- Solicitation/Contract Form

• Section B- Supplies or Services and Prices

• Section C- Description and Specifications (PWS)

• Section D- Packaging and Marking

• Section E- Inspection and Acceptance (Destination)

• Section F- Deliveries or Performance

• Section G- Contract Administration Data

• Section H- Special Contract Requirements

• Section I- Contract Clauses

• Section J- List of Documents, Exhibits and Other Attachments

• Section K- Representations, Certifications and Other Statements of Offerors

• Section L- Instructions, Conditions & Notice to Bidders

• Section M- Evaluation Factors for Award

Scope of Contract

• Intent of acquisition is to provide support services to Department of Defense components. Support Services will include conducting humanitarian assistance, civic assistance, construction projects, contingency efforts, supporting various exercises, and supporting other projects located at various locations in Southeast Asia, South Asia and Oceania.

• The place of performance includes, but is not limited to, various remote sites within the following Detail Locations: Philippines, Federated States of Micronesia (FSM), Commonwealth of the Northern Marianas Islands (CNMI), Papua New Guinea, and Palau. Contractor support must be scalable to meet the needs of various Department of Defense components in other locations spread out over different countries and provinces.

Performance Work Statement

(PWS)

Bryson Fukuda Technical POC

CUI

Contract Summary

• Purpose – To provide various support services to Naval Expeditionary Forces (NEF) in the Pacific Command Area of Responsibility.

• Location – Various locations in Philippines, Federal States of Micronesia (FSM), Papua New Guinea, Tinian and other countries in the Pacific Command Area of Responsibility.

PWS OVERVIEW (cont.)

• Navy Standard Facilities Support Contract (FSC) Templates / Performance Work Statement (PWS) Structures

- Section C (Technical Requirements)

- Section F (Deliverables)

- Section J (Attachments)

• Concept of Operations (CONOPS) Definitions are provided in the RFP (Attachment JC-2).

PWS OVERVIEW (cont.)

• Annex 1 – Contains information relevant to the entire scope of the contract.

• Annex 2 – Management and administration requirements relevant to the entire scope of the contract (including mobilization/demobilization).

• Annexes 3 through 18 - Technical requirements and information peculiar to that annex or function.

• Tabular format.

• Each Annex can contain one or more sub-annexes based on complexity of requirements/functions

PWS STANDARD STRUCTURE

SECTION C

ANNEX 1

General

Information

SECTION C

ANNEX 3-18

SECTION F

Deliverables

SECTION J

Attachments

SECTION C

ANNEX 2

Management &

Administration

Spec Item 3

Requirements

Spec Item 1

General Info

Spec Item 2

Mgt & Admin

Annex/Sub-Annex

Specific Requirements

Section C ‐ PWS ANNEX STRUCTURE

•Spec Item 1 •Concept of Operations

–Annex/Sub-annex interdependencies –Government vision

Spec Item 2

•Hours of Operations

–Government hours, holidays

•Equipment Certification

–Permits

–Certification

•Personnel

–Licensing

–Training

–Experience

–Key Personnel

•Special Requirements

–Safety

–Unique annex specific requirements

Section C – SPEC ITEM 1 & 2 Format

Spec Item Title Description

1 General Information

The Contractor shall provide all labor, supervision, management, tools, material, and equipment required to perform supply services at operating locations per Attachment JC-1, PWS. Changes to support at these locations, or support at other locations, shall require validation by the Government and KO approval.

Note: Spec Item 1 and 2 performance standard is Yes/No

Section C – SPEC ITEM 3

Spec Item Title Performance Objective Related Information Performance Standards

3 Requirements The Contractor shall provide, supply services to ensure customers receive proper support in a timely manner.

The Contractor shall comply Supply Services procedures per the Government approved SOP and may use applicable DoD other references, instructions, and directives listed in J- 100200-02 as reference guidelines except where noted.

The Contractor shall maintain an electronic record of all work accomplished under this annex. At a minimum, this database shall include all reportable items identified in the reports required by Section F. This data shall be current throughout the term of this contract, continuously be available for Government use, and provided to the Government upon completion of the contract.

Customers receive requested supply services.

Supply services are provided as specified.

Supply services are provided within the specified time.

Contractor complies with Government approved SOP.

Section F ‐ DELIVERABLES

• All Deliverables-Forms are included in Annex 0200000.

• Lists all Deliverables by: Annex/Spec Item, Form Attachment Number (if needed), Deliverable Title, Date(s) of Submission, Distribution (Original- Copies), Frequency

Section F – DELIVERABLES (cont.)

• Numbering Format: 0200000/2.3.4 Permits and Licenses

• Deliverable Form Instructions:

• Deliverable Title: 0200000/2.3.4

• Form Attachment Number

• Government Approval Required

• Media : Hard Copy, Electronic, Direct System Input

• Instructions: Requiring Office, Frequency, As of date, Description/Purpose of Report, Distribution (original & copies), Sample, if necessary may be provided as a J-Attachment

0200000 Section F – DELIVERABLES

DELIVERABLES

Frequency

Distribution

Date (s) of SubmissionDeliverable Title

Form Attachment

Number

Annex/ Spec Item

Copies (including original)Original

As specified2KO and

COR

Before Work commences and as requested by the KO.

Permits and Licenses

N/A0200000/ 2.3.4

0200000 Section F Deliverables Form Preparation Instructions

DELIVERABLES FORM PREPARATION INSTRUCTIONS

DELIVERABLE TITLE: 0200000/2.3.4 - Permits and Licenses

FORM ATTACHMENT NO.: N/A

GOVERNMENT APPROVAL REQUIRED: __ YES X NO

MEDIA: X HARD COPY X ELECTRONIC __ DIRECT SYSTEM INPUT

INSTRUCTIONS:

1. Use industry accepted format.

2. Purpose of this requirement is to provide evidence that all permits, licenses and authorizations have been obtained prior to commencement of work under this contract and complies with all the applicable GOS local laws and regulations and DoD requirements.

3. Provide a copy to the KO and COR.

Section J ‐ Attachments

• Numbering Format: J – 0200000 – 01

- Historical Data

- Estimated Quantity

- Informational Attachments

• Definitions

• Acronyms

• Maps

• Forms

• Examples

• References

• Etc.

1 General Information – 0100000

2 Management & Administration - 0200000

3 Command and Staff , Telecommunications Support – 0304010

4 Public Safety-Security Operations-0401000

5 Air Operations - N/A

6 Port Operations - N/A

7 Ordnance - N/A

8 Range Operations - N/A

9 Health Care Support - N/A

10 Supply/Material Management Services -1000000

11 Personnel Support - N/A

12 Morale Welfare and Recreation (MWR) - N/A

13 Galley - N/A

14 Housing, Lodging Support Services – 1400000

15 Facility Management, Facilities Investment, Facilities Services – 1501000, 1502000, 1503000, 1503020

16 Utilities

17 Base Support Vehicles & Equip (BSVE) – 1700000

18 Environmental - 1800000

NEFRSC II PWS Technical Scope Annex/Sub‐Annex Alignment

NEFRSC II Annex – General Information

•Annex 0100000 – General Information

– Contains information that is applicable to ALL annexes such as outline of services (List of Annexes), background information, Navy performance‐ based service acquisition (PBSA) Approach.

•Annex 0200000 – Management & Administration

– Contains typical management and administrative requirements applicable to ALL annexes; includes information such as: definitions and acronyms, insurance requirements, and Government furnished property, materials and services. Also addresses Quality Management System (QMS), Personnel Requirements (Key Personnel), Security Requirements, Contractor Safety Program, Environmental Management and Sustainability, Disaster Preparedness, Mobilization Plan and Mobilization, Demobilization Plan and Demobilization.

Annex – General Information (cont.)

•Annex 0304010 ‐ IT Support and Management

– Provide services such as management and operations for telecommunication services and internet services

•Annex 0401000 ‐ Force Protection

– Provide force protection for unarmed security guard services and video surveillance.

•Annex 1000000 ‐ Supply and Material Management Services

– Provide management and operations for supply and material services, life support and equipment. Supplies and material may include but not limited to bottled water, ice, construction material, POL, portable toilets, portable shower units, laundry service and other miscellaneous life support/consumable items such as toilet paper, office supplies, cleaning supplies, etc.

•Annex 1403000 ‐ Lodging

– Provide lodging accommodations for personnel to ensure mission accomplisment

•Annex 1501000 – Facility Management

– Provide professional engineering services including but not limited to drawings, soil testing, compaction testing, QC acceptance testing of concrete products, and concrete core testing.

•Annex 1502000 – Facility Investment

– Provide repair, and alter all Detail facilities, systems and equipment to ensure they are fully functional and operational.

•Annex 1503000 – Facility Services

– Provide management and operations for Facility services which include but is not limited to prevention and control of unwanted vegetation and invasive plants, and nuisance, structural, lawn and ornamental, and Integrated Solid Waste Management to include collection and disposal of refuse and trash; maintenance of various grounds and space, floor and bathroom services for Detail personnel.

•Annex 1503020 – Pest Control

– Provides Pest Control Services.

•Annex 1600000 ‐ Utilities

– Provide management and maintain facilities/host nation facilities/Government furnished facilities by furnishing electricity, potable water and wastewater as appropriate for the life, health and safety of the Detail Locations.

•Annex 1700000 ‐ Transportation

– Provide transportation services that consist of vehicles, with drivers/interpreters and material handling and construction equipment in support of personnel.

•Annex 1800000 – Environmental

– Provide environmental requirements which primarily consist of the following: management, collection and disposal of hazardous material, hazardous waste and other regulated waste; oil and hazardous substance spill response, cleanup and disposal.

Performance Evaluation

• Performance Assessment Plan / MPAS

• Performance Assessment Reporting System

(CPARS)

Assessment Levels (AL)

AL1

Start assessment at this Level

AL2

Add this Level if Contractor performance for AL1 is Unsatisfactory

AL3

Add this Level if Contractor performance at AL1 or AL2 is Unsatisfactory

Method of Assessment (MOA) PS – Periodic Sampling VCC – Validated Customer Complaints UV – Unscheduled Visits CE – Customer’s Evaluation

Note: Return to appropriate Assessment Level when performance improves.

Assessment Frequency (Freq) A – Annually Q – Quarterly M – Once per month BW – Once every 13-16 days W – Once per week R – As required

Note: The first method listed in the MOA column below is the primary assessment method.

THIS SECTION RESERVED

Functional Assessment Plan (FAP)

MANAGEMENT AND ADMINISTRATION FAP

Assessment Date

Answer and Notes (Use Continuatio n Sheets as Necessary)

Field Assessment Guidelines

Assessment Question (CHECK FOR

DELIVERABLE AVAILABILITY)

For QM, see QMS FAP TitleSpec

ItemS # SAMPLING INSTRUCTIONSFreqMOA Total

Sample Units

SAMPLE UNIT

Select a representative number of items and check for non performance. Incidents of nonperformance would be considered as a "no pass"

ARPSTBDPartnering Sessions

N/APartnering2.3.21

Select a representative number of items and check for non performance. Incidents of nonperformance would be considered as a "no pass"

ARPSTBDPermits, licenses

Has the Contractor obtained all required permits, licenses, and authorizations to perform work under this contract and comply with all the applicable federal and local laws and regulations? Review the evidence of such permits and licenses if possible before work commences and at other times as requested by the KO.

Permits and Licenses

2.3.32

Functional Assessment Plan (FAP)

(SAMPLE)

PerformanceAssessment Worksheet (PAW) (Sample‐Each Spec Item will have it’s own PAW)

TOAL3AL2AL1ASSESSMENT LEVEL

PAR NAME:CONTRACT NO:

DATE:SAMPLE ID:

SAMPLE LOCATION:

TITLE:SPEC ITEM / TO #:

Document Work Requirements Assessed:

SAFETY

SAFETY ASSESSMENT: Issues found? No Yes N/A (attach Safety Assessment Checklist)

PERFORMANCE ASSESSMENT

All work meets performance standards.

Standards Exceeded

(Provide specific details of the value added service including the benefit to the Government)

Work does not meet standards (Provide specific details of the noted defects and recommendation of withholding if applicable.)

COMMENTS:

PAR (signature):

DATE:

CONTRACTOR (signature): DATE: ______________

N/AUnaccepta ble

AcceptableREWORK:

QMS EVALUATION

COMMENTS: (Document effectiveness of contractor’s QMS to detect/correct negative performance and reverse trends. Attach QMS review checklist.)

N/AUnaccep table

AcceptableQMS:

RECOMMENDATIONS

COMMENTS:

Monthly Performance Assessment Summary (MPAS)

(SAMPLE)

MONTHLY PERFORMANCE ASSESSMENT SUMMARY (MPAS)

Site: _____________________ Assessment Period Ending Month/Year: ____________

QMS reviewSafetyVCCAL2/AL3AL1 TitleSpec

Item UA#Sampl esIssuesNegPosNMENME

TOTAL

Comments:

Recommended Actions:

Technical Rating (mark using "X")

UMSVGE

Overall Technical Rating

COR Signature:______________________________ Date:________________

E = Standards Exceeded; M = Standards Met; N = Standards Not Met

Performance Assessment Plan

• Monthly Performance Assessment Summary (MPAS) Reports

- provide to KTR monthly, briefed if requested

- KTR rebuttal to KO (if warranted)

• Incentive Fee

- evaluation period will occur every 4 months based on MPAS’s

• Performance Assessment Board (PAB)

- evaluation period will annually to concur on the MPAS’s

- PAB Rating Summary Report done annually

• Contractor Performance Assessment Reporting System (CPARS)

Volume I – Cost Proposal Submission Requirements

Kimberly Tomimoto Cost/Price Analyst

Section L.6 – Proposal Requirements

• Paper Copies:

- Original and one (1) copy

- White paper, 8-1/2” x 11”, 1-inch margins on all four sides

- One-sided printing, submitted in 3 D-ring binders

- Charts/Graphs/Spreadsheets paper no larger than 11” x 17”

- Text shall be Arial, no smaller than 11 point, single line spacing

- Graphic text no smaller than 8 point

- Original proposal identified as “ORIGINAL” on cover

- No page limit

- Binder covers/spine inserts to provide: Solicitation No. and Title;

Offeror’s Name; and Volume I – Cost Proposal (if applicable, Book # of #)

- Eight (8) parts with tabs

Section L.6 – Proposal Requirements (cont.)

• Electronic Copy:

- Editable documents (e.g. Excel Files)

- Remove all links to external files from proposal spreadsheets/formulas

- Proposals with macros, circular references, iterative formulas may

NOT be evaluated

- PDF documents shall be of font Arial, and text 11 point

- Compatible with: Windows 10 Version 21H2, Microsoft Word 2016, Excel 2016, and Adobe Acrobat 2020 software

- Paper copy to govern over electronic copy

- “Original” to govern over paper copies

Components – 8 Parts

• Part 1 - Standard Form (SF) 33 and Amendments (if applicable)

• Part 2 - Section B/CLIN & ELIN

• Part 3 - Authorized Personnel

• Part 4 - Representations & Certifications (Section K)

• Part 5 – Contractor Business Systems and

Cost Accounting Standards (CAS)

• Part 6 - Financial Capability

• Part 7 - Teaming/Joint Venture/LLC/Mentor-Protégé

Agreements

• Part 8 - Supporting Cost Data

Part 2 – Section B/CLIN

Part 2 – Section B/CLIN (cont.)

Part 2 – Exhibit Line Item (ELINs)

ELIN

Annex / Sub-

Annex Annex Description Target Cost

A 001 0200000 Management and Administration Philippines (PHI)

Federated States of Micronesia (FSM) Commonwealth of the Northern Mariana Islands (CNMI)

Papua New Guinea (PNG) Palau

Subtotal: Management and Administration - Annex 2 -

A 002 0304010 IT Support and Management Philippines (PHI)

Federated States of Micronesia (FSM) Commonwealth of the Northern Mariana Islands (CNMI)

Papua New Guinea (PNG) Palau

Subtotal: IT Support and Management - Annex 0304010 -

3 MONTH(S)

MOB 01-Jan-2025 - 31-Mar-2025

EXHIBIT LINE ITEM NUMBERS

Part 2 – Exhibit Line Item (ELINs) (cont.)

Target Cost Annex Description Annex / Sub-

AnnexELIN

Environmental1800000012A Philippines

Federated States of Micronesia (FSM) Commonwealth of the Northern Mariana Islands (CNMI)

Papua New Guinea (PNG) Palau

-Subtotal: Environmental - Annex 1800000

-TOTAL TARGET COST

INCENTIVE FEE

-TOTAL TARGET COST + INCENTIVE FEE

CLIN 0001

TOTAL TARGET COST BY SITE BY SITE

-Philippines -Federated States of Micronesia (FSM) -Commonwealth of the Northern Mariana Islands (CNMI) -Papua New Guinea (PNG) -Palau

-TOTAL TARGET COST

-INCENTIVE FEE

-TOTAL TARGET COST + INCENTIVE FEE

CLIN 0001

Part 5 – Contractor Business Systems and

Cost Accounting Standards (CAS)

• Contractor Business Systems

- Accounting/Billing

- Estimating

- Purchasing

- Material Management

- Government Property Systems

• Cognizant Federal Agency Official (CFAO) Determination Letter (past three years)

• Narrative Explanation / Responsibility Matrix

• Joint Venture (JV) Offerors – consistent with executed

Teaming/JV/LLC/Mentor-Protégé Agreement

Part 5 – Contractor Business Systems (Accounting)

• Accounting System (Offerors and all Joint Venture members) (past three years)

- Lack of current reviews will result in Contracting Officer request for DCAA audit

- “Acceptable” Accounting System required PRIOR to award

- Not in Govt. interest to delay award

- Cost Proposal may be deemed less favorable or rejected

• All Contractor Business System information required for any Cost Reimbursement Subcontractors

Part 5 – Contractor Business Systems (Purchasing)

• Purchasing System

- “Acceptable” Purchasing System required PRIOR to award

- Not in Govt. interest to delay award

- Cost Proposal may be deemed less favorable or rejected

- Under Part 7 – Teaming/JV/LLC/Mentor-Protégé Agreements

• Clearly define structure, roles and responsibilities, and percentage participation of who will implement/control Purchasing System

• Approved Purchasing System required for Member implementing/controlling the Purchasing System

Part 5 – Cost Accounting Standards Board (CASB)

Disclosure Statement

• CASB Disclosure Statement

- Most recent Cognizant Federal Agency Official (CFAO) Adequacy Determination Letter

- Status of any revisions currently under review

- For all related parties with proposed direct or indirect costs

- “Adequate” CASB Disclosure Statement required PRIOR to award

- Contracting Officer request for DCAA review (as needed)

- Cost Proposal may be deemed less favorable or rejected

- Not in Govt. interest to delay award

- Required for any Cost Reimbursement Subcontractors

Part 5 – Cost Accounting Standards (CAS)

Compliance

• CAS Compliance

- Documentation addressing compliance

- Description of any CAS non-compliances

- POCs for DCMA/DCAA offices

- Under Part 7 – Teaming/JV/LLC/Mentor-Protégé Agreements

• Clearly define structure, roles and responsibilities, and percentage participation of who will implement/control the Contractor Business Systems and compliance with CAS

• Member responsible required to submit documentation addressing CAS compliance

Part 6 – Financial Capability

• Unique Entity Identifier (UEI)

• Latest 3 complete Fiscal Years Financial Statements

- Balance Sheet

- Income Statement

- Statement of Cash Flow

• Evidence of availability of Working/Operating Capital

- Bank Line of Credit

• For Joint Ventures (JV), discuss responsibilities

- If in existence < 3 years, submit aforementioned for each JV member

- May submit proprietary financial information separately IAW Section

L.1 (a). Financial Statements may be double-sided

Part 7 – Teaming/JV/LLC/Mentor-Protégé Agreements

• Submit any Teaming, Joint Ventures (JV), Limited Liability Corporation (LLC), and Mentor-Protégé (MP) Agreements

• Submit the following documentation regarding the business entities:

- Copy of Teaming, JV, LLC or MP agreement

- Detailed statement outlining terms or percentages

- Relationship of business ownership, capital contribution, profit distribution, or loss sharing

- Management approach

- Structure, roles and responsibilities, and percentage participation of who will implement/control Business Systems and CAS compliance

- Procedures to be followed in event entity is dissolved

- List of subcontractors/partners/parties

Part 8 – Supporting Cost Data

• Detailed Cost Breakdown by:

- Contract Period

- Cost Element

- Annex/Sub-Annex

- Exhibit Line Item Number (ELIN)

• Offerors to familiarize themselves with host country specific tax requirements, FAR/DFARS, Status of Forces Agreement, other tax laws

• Annexes w/subcontract effort > $2M annually, submit same level of detail as the Prime Contractor

• Written Narrative Explanations

- Basis and rationale for proposed amounts

- Description of types of costs

- Explanation of how rates/prices were calculated/estimated

• Assumptions will not be accepted

Part 8 – Supporting Cost Data (cont.)

Attachment JB-1 Cost Summary Worksheet

Total Target Staffing Labor & Total Total Cost +

Annex / Level Fringe Direct Indirect Target Incentive Incentive A ELIN Sub-Annex Annex Description (FTEs) Benefits Materials Equipment Subcontracts ODC Costs Cost Subtotal G&A Cost Fee Fee

(Note 2) (Note 3) (Note 4) (Note 5) (Note 5) (Note 6)

A 001 0200000 Management and Administration - - - -

A 002 0304010 IT Support and Management - - - -

A 003 0401000 Force Protection - - - -

A 004 1000000 Supply and Material Management Services - - - -

A 005 1403000 Lodging - - - -

A 006 1501000 Facility Management - - - - A 007 1502000 Facility Investment - - - - A 008 1503000 Facility Services - - - - A 009 1503020 Pest Control - - - -

Subtotal: Facility Support - Annex 15 - - - - - - - - - - - - -

A 010 1600000 Utilities - - - -

A 011 1700000 Transportation - - - -

A 012 1800000 Environmental - - - -

TOTAL - - - - - - - - - - - - -

practices.

Note 2 - Staffing Level (FTEs): Staffing levels shall represent the FTEs required to perform all of the effort (include Prime and Subcontractors FTEs) for each Annex/Sub-Annex. Proposed FTEs shall reconcile to proposed FTEs on Attachment JB-2.

Note 3 - Labor & Fringe Benefits: Provide Labor & Fringe Benefits details computed in accordance with offeror's established accounting practices. Proposed Labor & Fringe Benefits shall reconcile to proposed Total Labor & Fringe Benefits on Attachment JB-2.

Note 4 - Subcontracts: Provide same level of cost detail as the Prime Contractor for each subcontract in excess of $700K per year.

Note 5 - Indirect Costs/G&A: Provide Indirect Costs/G&A in accordance with offeror's established accounting practices. Provide a narrative explanation of the following: (i) basis of rates (e.g. DCMA approved/DCAA audited); and (ii) application base that each indirect rate is applied to. Proposed Indirect Costs/G&A shall reconcile to Attachment JH-2 Indirect Rates and Incentive Fee Rate Submission Maximum (Ceiling) Indirect Rate Ceiling.

Note 6 - Incentive Fee: Proposed Incentive Fee shall reconcile to Attachment JB-3 Schedule of Incentive Fee Percentages and Incentive Fee Amounts.

COST SUMMARY WORKSHEET - ALL ANNEXES

MOB 01-Jan-2025 - 31-Mar-2025

3 MONTH(S)

ATTACHMENT JB-1 - COST SUMMARY WORKSHEET (Note 1)

Note 1 - Attachment JB-1, Cost Summary Worksheets illustrates a SAMPLE FORMAT of the type of cost breakdown detail requested. The cost categories shown are EXAMPLES ONLY. Offerors shall propose in accordance with their established accounting

Part 8 – Supporting Cost Data (cont.)

Attachment JB-2 Labor & Fringe Benefits Worksheet Straight-Time

Annex / Prime/Sub Labor Productive Hourly Straight-Time Fringe Total Labor & Sub-Annex Annex Description Mgmt /Non-Mgmt Classification FTEs Hours Rate Labor Cost Overtime Total Labor Benefits Fringe Benefits

(Note 2) (Note 3) (Note 4) (Note 5)

A Mgmt & Admin Prime Management/Professional:

0200000 1 - - - 0200000 2 - - - 0200000 3… - - -

Subtotal - - - - - - - -

Non-Management:

0200000 1 - - - 0200000 2 - - - 0200000 3… - - -

Subtotal - - - - - - - -

Prime Total 0200000 - - - - - - - - (Note 6)

A Mgmt & Admin Subcontractor(s) Management/Professional:

0200000 1 - - - 0200000 2 - - - 0200000 3… - - -

Subtotal - - - - - - - -

Mgmt & Admin Non-Management:

0200000 1 - - - 0200000 2 - - - 0200000 3… - - -

Subtotal - - - - - - - -

Subcontractor(s) Total 0200000 - - - - - - - -

Prime / Subcontractor(s) Total 0200000 - - - - - - - -

Note 1 - Attachment JB-2, Labor and Fringe Benefits Worksheet, iillustrates a SAMPLE FORMAT of the type of cost breakdown detail requested. The cost categories shown are EXAMPLES ONLY. Offerors shall propose in accordance with their established accounting practices. Proposed Labor & Fringe Benefits shall reconcile to proposed Total Labor & Fringe Benefits on Attachment JB-1 Cost Summary Worksheets.

Note 2 - Labor Classification: This worksheet shall be prepared/summarized by Annex/Sub-Annex (see Section J, Attachment JB-1 to list and price the labor classifications required to perform the scope of work for each of the Annexes/Sub-Annexes for Prime and all Subcontractors).

Note 3 - FTEs: Identify full time equivalent (FTE) staffing by labor classification, and by Annex/Sub-Annex. Proposed FTEs shall reconcile to proposed FTEs on Attachment JB-1 Cost Summary Worksheets.

fringe expenses/percentages included (e.g. paid leave, payroll taxes, workers compensation, other insurances, bonuses, etc.). Offerors shall propose Fringe Benefits in accordance with its established accounting practices.

Note 5 - Total Labor & Fringe Benefits: For the PRIME CONTRACTOR ONLY, Total Labor & Fringe Benefits shall reconcile to the Offeror's Attachment JB-1, Cost Summary Worksheet.

Note 6 - For each Annex/Sub-Annex, and in total, the Total Prime $ amounts in "Total Labor & Fringe Benefits" shall match $ amounts in Attachment JB-1 Cost Summary Worksheet "Labor & Fringe Benefits" column.

ATTACHMENT JB-2 - LABOR AND FRINGE BENEFITS WORKSHEET (Note 1) MOB 01-Jan-2025 - 31-Mar-2025

Note 4 - Fringe Benefits: Provide narrative on rates used and source of rates (e.g. DCMA approved rates, DCAA audited, etc.). If Govt approved/audited rates do not exist, provide narrative on the

Part 8 – Supporting Cost Data (cont.)

Equipment

• Preferred accounting/billing method – depreciation or a use rate of contractor provided equipment

• Depreciation/use rate will be evaluated more favorably

• Prepare itemized listing identifying:

- Type of equipment

- Quantity

- Year of purchase (if appropriate)

- Method of costing/reimbursement

- Resulting unit costs

• Distinguish between company-owned, lease or rental costs

Part 8 – Supporting Cost Data (cont.)

Subcontracts

• Description of efforts to be subcontracted

• Type (fixed price or cost reimbursable)

• Subcontracts > $2M/year – detailed schedule by cost element in same level of detail requested for the Prime Contractor

• Indirect rate ceiling provisions apply to cost-reimbursable subcontractors

Part 8 – Supporting Cost Data (cont.)

Indirect Costs (Fringe Benefits, OH, G&A)

• Provide table on Attachment JH-2 summarizing (by period)

- Rates

- Ceilings

- Incentive Fee (not to fluctuate from period to period)

• Attachment JH-2 to become a part of the contract

• Rates rounded to two decimal places

• Provide support to include:

- Narrative explanation of indirect pool/base each rate applied to

- Copies of DCMA/DCAA rates with Govt. (i.e. FPRA, FPRR, etc.)

- Historical info for latest three (3) complete FY indirect rates/costs

• For Joint Ventures (JV) with no data, describe nature of indirect/support costs anticipated/basis of estimate

Part 8 – Supporting Cost Data (cont.)

Attachment JH-2 – Indirect Rates and Incentive Fee

• For Cost Control, the Government is seeking to establish maximum or ceiling rates for each separate indirect rate category:

- Prime Contractor

- Subcontractors > $2M/year

- Cost Reimbursement Subcontractors

- For Joint Ventures (JV), JV entity and EACH JV member

Part 8 – Supporting Cost Data (cont.)

Attachment JH-2 – Indirect Rates and Incentive Fee (cont.)

Proposed Rate

Ceiling Rate

Proposed Rate

Ceiling Rate

Proposed Rate

Ceiling Rate

Proposed Rate

Ceiling Rate

Proposed Rate

Ceiling Rate

Proposed Rate

Ceiling Rate

Proposed Rate

Ceiling Rate

Proposed Rate

Ceiling Rate

Proposed Rate

Ceiling Rate

Indirect Rate Pools* Allocation Base*

PRIME RATES

Fringe Benefits Direct Labor $ Labor Overhead Direct Labor + Fringe Ben Material Overhead Direct Materials General & Administrative Total Cost Input Incentive Fee **

JOINT VENTURE PARTNER RATES

Fringe Benefits Direct Labor $ Labor Overhead Direct Labor + Fringe Ben Material Overhead Direct Materials General & Administrative Total Cost Input

SUB 1, 2, ETC. RATES

Fringe Benefits Direct Labor $ Labor Overhead Direct Labor + Fringe Ben Material Overhead Direct Materials General & Administrative Total Cost Input

* Indirect rate pools and allocation bases listed above are EXAMPLES ONLY. Offeror shall list indirect rate pools and allocation bases consistent with its estimating/accounting system.

** The proposed Incentive Fee Percentage shall be effective for the Base Period, all subsequent Option Periods, and Service Extension. The Incentive Fee Percentage(%) shall remain constant and shall not fluctuate from period to period.

Note 1 - Offerors shall enter their proposed indirect rates (Prime, JV Partners, all Cost Reimbursement Subcontractors > $2M per year, etc.) utilized in pricing of the proposal, and indicate the application base to which each indirect rate is applied.

Note 2 - The Government is seeking to establish maximum or ceiling rates for the Prime, JV Partners, Subcontractors > $2M per year, and all Cost Reimbursement Subcontractors. Offerors should identify their proposed ceiling rates applicable to the various contract periods during contract performance. The indirect rates as detailed in this Attachment JH-2 will be incorporated into the contract and will establish ceiling rates for the Contractor’s indirect rate pools. Any amount incurred by the Contractor above the ceiling rate shall be unallowable unless otherwise authorized by the Contracting Officer.

Note 3 - The ceiling rates represent the maximum indirect rates that may be charged on any effort performed under the contract. Should actual indirect rates experienced during performance of the contract be lower than those shown on this Attachment JH-2, the actual rates will be charged.

5th Option Period 6th Option Period Ext of Services

SAME AS PROPOSED RATE

INDIRECT RATES AND INCENTIVE FEE RATE SUBMISSION

MAXIMUM (CEILING) INDIRECT RATE CEILINGS

ATTACHMENT JH-2

7th Option PeriodBase Period 1st Option Period 2nd Option Period 3rd Option Period 4th Option Period

Part 8 – Supporting Cost Data (cont.)

Incentive Fee

• CPIF Contract consists of:

- Target Cost

- Target Fee

- Minimum & Maximum Fees

- Fee Adjustment Formula

• Multiple Incentive Fee Contract consisting of:

- Performance Incentive Fee (PIF)

- Cost Incentive Fee (CIF)

Part 8 – Supporting Cost Data (cont.)

Incentive Fee (cont.)

• Proposed by Offeror:

- Target Cost

- Target Fee – Percentage (%) and Amount ($)

• Government Determined:

- Cost Incentive (1/2 of proposed target fee)

- Performance Incentive (1/2 of proposed target fee)

- Maximum Fee – (Cost Incentive % + 2%) x Target Cost

- Minimum Fee – 1% x Target Cost

- Fee Adjustment Formula (on Cost Incentive) – 50/50 share between

Government and Contractor

Part 8 – Supporting Cost Data (cont.)

Incentive Fee (cont.)

• Offeror to complete:

- Schedule B.1 & B.2

- “Schedule of Incentive Fee Percentages & Incentive Pool Amounts” -

Attachment JB-3 (example follows)

- Section I, FAR 52.216-10(e) “Incentive Fee – Fee Payable” clause

Part 8 – Supporting Cost Data (cont.)

Attachment JB-3 – Schedule of Incentive Fee

Mob Base Option 1 Option 2 Option 3 Option 4 Option 5 Option 6 Option 7 Demob Service Ext Total Notes Target Cost 100,000$ 100,000$ 1

Target Fee Cost Incentive 4% 4,000$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 4,000$ Performance Incentive 4% 4,000$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 4,000$ Total Target Fee 8% 8,000$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 8,000$ 1

Maximum Fee (Cost Incentive % + 2%)

6% $ 6,000 $ - $ - $ - $ - $ - $ - $ - $ - $ - $ - $ 6,000 2

Minimum Fee (on Cost) 1% 1,000$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ $ 1,000 2

Fee Adjustment Formul Govt 50% 2 Contractor 50% 2 discretion) Note 2 - Insert percentages here and Sec I, FAR 52.216-10 (e) "Incentive Fee - Fee Payable" clause.

Offeror Proposed Target Cost Total Target Fee % and Amount

Govt. Determined Cost Incentive Fee % (1/2 of Offeror Proposed Total Target Fee) Performance Incentive Fee % (1/2 of Offeror Proposed Total Target Fee) Maximum Fee (on Cost only) - (Cost Incentive % + 2%) Minimum Fee (on Cost only) - 1% Fee Adjustment Formula (on Cost Incentive) 50/50 share

SCHEDULE OF INCENTIVE FEE PERCENTAGES AND INCENTIVE POOL AMOUNTS

Note 1 - Insert amounts/percentages here, and Schedule B-1 & B-2 (Amounts are for illustrative purposes only; Offerors to propose Target Cost & Total Target Fee at their

COST PLUS INCENTIVE FEE

ATTACHMENT JB-3

Part 8 – Supporting Cost Data (cont.)

Incentive Fee – Underrun Example

Part 8 – Supporting Cost Data (cont.)

Incentive Fee – Overrun Example

Section M - Evaluation Factors for Award

Section M – Cost Evaluation Factors

• Completeness

• Cost Reasonableness

• Cost Realism

• Equipment

• Unrealistically low (or high) proposed costs or costs unbalanced

• Section K – Representations & Certifications

• Contractor Business Systems and Cost Accounting

Standards (CAS)

• Financial Capability

• Cost Control

Section M - Cost Evaluation Factors (cont.)

• Completeness

- All information/data required by the RFP has been submitted

- Tracks to the PWS requirements

- Supports the offer

• Cost Reasonableness

- Costs fully justified & supported

- Fair under current market conditions

- Reasonable to the Offeror and Government

- May be determined by comparison w/the Govt. Est. or other proposals

• Cost Realism

- Estimated proposed cost elements are realistic for the work to be performed

- Reflects clear understanding of requirements

- Consistent with various elements of the offeror’s Non-Cost Proposal

- Neither excessive nor insufficient for the effort to be accomplished

Section M - Cost Evaluation Factors (cont.)

• Equipment

- Depreciation or use rate of contractor provided equipment

• Unbalanced Pricing

- Unrealistically low (or high) proposed costs or costs unbalanced between periods may be grounds for eliminating a proposal

• Section K – Representations & Certifications

• Contractor Business Systems and Cost Accounting Standards

(CAS)

- Systems are adequate and compliant w/Govt. regulations & standards, and approved by cognizant contract administration offices

Section M - Cost Evaluation Factors (cont.)

• Financial Capability

- Ability to perform the contract given the magnitude of the proposed work

• Cost Control (Indirect Rate Ceilings)

- Reasonableness and the degree to which it accomplishes the

Government’s desire to control costs

BREAK

Volume II – Non-Cost Proposal Submission Requirements

Vanessa Menor Contracting Officer

Volume II – Non-Cost Proposal Requirements

Refer to Section L.6 Proposal Requirements of the RFP

• Limited to 250 single-sided pages. CPARS Evaluations, PPQs, DD Form 254, Amendment Acknowledgements, charts/graphs, all J Attachments, table of contents and tabs are excluded from the page count.

• (1) Original paper proposal, (3) paper copies, (1) electronic copy.

• Tabbed by Factor

Volume II – Non-Cost Proposal Requirements (cont.)

The following are the Non-Cost Factors:

• Factor 1 – Past Performance

• Factor 2 – Corporate Experience

• Factor 3 – Technical Approach

• Factor 4 – Staffing and Resource Plan

• Factor 5 – Safety

Factor 1 – Past Performance

• Offeror and team members shall submit past performance information for a maximum of ten (10) recent relevant projects that demonstrate its ability to successfully perform in cost-type, multi-function support service contracts, performed in remote locations outside of the U.S. All projects must have involved work performed within the five (5) years from the issuance date of the solicitation.

• The five (5) projects submitted for Factor 2 – Corporate Experience, must also be submitted for Factor 1 – Past Performance.

• The additional five (5) recent relevant projects must have a value of $4 million or more per year, may be cost-type or firm-fixed price, multi-function and performed in remote locations outside of the U.S.

Factor 1 – Past Performance

• If a completed CPARS evaluation is available, it shall be submitted with the proposal. If not, the Past Performance Questionnaire (PPQ) should be submitted. Do not submit a PPQ when a completed CPARS is available.

• The Government may review any other sources of information for evaluating relevant past performance within the last five (5) years preceding the closing date for receipt of proposals.

Factor 2 – Corporate Experience

Offerors shall submit:

• Completed Attachment JL-6, Corporate Experience Worksheet identifying a total of five (5) recent relevant projects that are cost-type, multi-function support service contracts, performed in remote locations outside of the U.S. with a value of $15 million or more per year.

• A narrative regarding their recent, relevant corporate experience, on projects covered that demonstrate (1) depth (extent of experience in each relevant Annex and Sub-Annex); (2) breadth (extent of expertise across each relevant Annex and Sub-Annex); and (3) multi-function management (experience managing/coordinating work across multiple Annexes and Sub-Annexes).

Factor 2 – Corporate Experience

• The offeror’s submitted projects shall aggregately and clearly demonstrate their ability to successfully perform and execute cost-type, multi-function support service contracts, performed in remote locations outside of the U.S. in all of the following Annexes and Sub-Annexes:

0304010 IT Support and Management 0401000 Force Protection 1000000 Supply and Material Management Services 1403000 Lodging Support Services 1501000 Facility Management 1502000 Facility Investment 1503000 Facility Services 1503020 Pest Control 1600000 Utilities 1700000 Transportation 1800000 Environmental

Factor 3 – Technical Approach

Offerors shall submit:

• A narrative describing the approach, methods, techniques, surge/contingency operations, and fluctuations in mission requirements proposed to effectively achieve the performance objectives/standards contained within the PWS. For each country listed in RFP Section A.5

• A separate logistics plan for each country listed in RFP Section A.5, which describes proposed sources of supply, supply chain management, ordering process, methods of delivery and other performance requirements.

Factor 4 – Staffing and Resource Plan

Offerors shall submit:

• A staffing and resource plan identifying proposed resources and workforce, including organizational chart and project management for each country listed in RFP Section A.5, and each Annex and Sub-Annex. It must address the following:

• Discuss existing/in-place staffing resources including methods and procedures to be used to obtain additional resources.

• Demonstrate that Key personnel meet or exceed qualifications contained in Annex 2, or how such qualifications will be met prior to the start of contract performance.

• Management and administration of resources committed to manage and accomplish work located in each country.

Factor 5 – Safety

Offerors shall submit:

• Days Away from Work, Restricted Duty, or Job Transfer (DART) Rate and Total Case Rate (TCR) for the following years:

• 2019

• 2020

• 2021

• 2022

• 2023

• Safety narrative addressing the Technical Approach to Safety limited to ten (10) single-sided pages.

Section M – Evaluation Factors for Award

Section M – Non-Cost Evaluation Factors

M.1 Basis for Award

• Selection Factors/Best Value Selection: Best value selection shall be made to the responsible Offeror whose proposal, conforming to the solicitation, represents the best value and is the most advantageous to the Government, cost and non-cost factors considered.

• Relative Importance of Evaluation Factors: the technical factors (Factor 2 through Factor 5) are of equal importance to each other and, when combined are equal in importance to Factor 1. When the proposal is evaluated as a whole, the technical factors and past performance/performance confidence assessment factors combined (the non-cost evaluation factors) are significantly more important than cost.

Section M – Non-Cost Evaluation Factors (cont.)

Factor 1 – Past Performance

• The Government will evaluate:

• How well the Offeror performed on recent relevant projects submitted under this factor, and on other recent relevant projects documented in known sources.

• The recency of the Offeror’s past performance.

• The relevancy of the Offeror’s past performance (Table 2 of the RFP)

• The overall quality of the Offeror’s past performance and how well the Offeror performed on the recent relevant projects (Table 3 of the RFP)

Section M – Non-Cost Evaluation Factors (cont.)

Factor 1 – Past Performance (cont.)

• In addition, the Government reserves the right to obtain information for use in the evaluation of past performance from all sources including sources outside of the Government to evaluate the degree to which past performance evaluations reflect a general trend of satisfactory performance in areas that will assist the Government in determining whether an Offeror will successfully perform the required effort such as:

• Quality

• Schedule

• Cost Control

• Management

• Regulatory Compliance

• Other (as annotated in the applicable CPAR)

Section M – Non-Cost Evaluation Factors (cont.)

Factor 1 – Past Performance (cont.)

• In the case of an Offeror without a record of recent relevant past performance or for whom information on past contract performance is not available, the Offeror may not be evaluated favorably or unfavorably on past performance.

• In this case, the Offeror’s past performance is unknown and will be assigned a confidence rating of “Neutral.”

• An Offeror with favorable recent, relevant past performance may be considered more favorably than an Offeror with no past performance information.

Section M – Non-Cost Evaluation Factors (cont.)

Factor 2 – Corporate Experience

• The assessment of the Offeror’s recent and relevant experience will be used as a means of evaluating the capability of the Offeror to successfully meet the requirements of this solicitation.

• The minimum standard for Corporate Experience has been met when the offeror has demonstrated adequate experience in successfully performing a total of five (5) recent relevant cost-type, multi-function support service contracts, performed in remote locations outside of the U.S. with a value of $15 million or more per year.

• Beyond the minimum standards, the Government will consider the depth and breadth of the recent, relevant experience, focusing on performance of technical specifications to be performed under this contract, to evaluate the level of risk of unsuccessful performance and to determine indicators of expected performance.

Section M – Non-Cost Evaluation Factors (cont.)

Factor 2 – Corporate Experience

• The Government will take into consideration the complexity and quantity of experiences.

• Evaluation of corporate experience will consider: (1) depth (extent of experience in each Annex and Sub-Annex); (2) breadth (expertise across all Annexes and Sub-Annexes); and (3) multi-function management (experience managing/coordinating work in multiple or more than one Annex and Sub- Annex).

• Please refer to the RFP Notes for Factors 1 and 2.

Section M – Non-Cost Evaluation Factors (cont.)

Factor 3 – Technical Approach

• Offerors will be evaluated on its understanding of, and approach to, accomplishing the complexity, magnitude, and risk(s) associated with the requirements set forth in the performance objectives/standards contained within the Performance Work Statement (PWS).

• Offerors will also be evaluated on the demonstration of an efficient, economical, and effective technical approach to accomplishing the work and mitigating risks.

• Offerors will also be evaluated on the method of handling surge/contingency operations and fluctuations in mission requirements in an efficient, economical and effective manner.

Section M – Non-Cost Evaluation Factors (cont.)

Factor 3 – Technical Approach

• Offerors will be evaluated on the effectiveness of the logistics plans submitted for each country and their approach to address any unique or challenging country conditions in an economical, responsive and flexible manner.

• Approaches that demonstrate greater understanding of complexity and magnitude, lower risks to the government of substandard performance, and greater capacity to handle surge/contingency operations will be considered more favorably.

Section M – Non-Cost Evaluation Factors (cont.)

Factor 4 – Staffing and Resource Plan

• Offeror’s Staffing and Resource Plan will be unique to each country listed in

RFP Section A.5 and evaluated for adequacy to support proposed methodologies and processes, including:

• Offeror’s existing/in-place staffing resources and ability to effectively obtain additional staffing resources quickly and efficiently.

• Qualification of proposed Key Personnel for managing multi-function supports services in a foreign country.

• Ability of the Offeror to efficiently, economically and effectively manage resources (i.e. relationship between corporate and on-site management/administration) while still providing timely contract support.

Section M – Non-Cost Evaluation Factors (cont.)

Factor 5 – Safety

• Offeror will be evaluated on the DART and TCR rates trends over the last 5 years to determine if the Offeror has demonstrated a history of safe work practices including negative trends and circumstances that impact the rating.

• Offeror’s Technical Approach to Safety Narrative will be evaluated to determine the degree to which:

• Describes a viable SMS that addresses elements; such as Management/Leadership involvement, Employee involvement, Hazard prevention, Hazard control, Worksite analysis, and Safety and health training, to include the standard(s) used to benchmark the SMS.

• Describes a methodical process of evaluating subcontractor’s safety performance in their selection process.

• Describes a logical management plan to hold themselves and their subcontractors accountable for adhering to the safety requirements of the contract.

Current Project Timeline

Solicitation Issued 29 February 2024

Proposal Due Date 10 April 2024

Contract Award Estimated December 2024

Site Visit

• A site visit will be held on 13 March 2024 in Tinian and 15 March 2024 in Palau.

• Parties interested in attending the site visit shall submit the following to NFPACQ23-Box32@navy.mil no later than 7 March 2024, at 10:00 a.m. HST

• The exact location of the site visits, and the site visit agenda for both locations will be provided at a later date to the attendees via e-mail.

• Attendees for the site visits are responsible for making their own travel arrangements. All costs for travel, meals and accommodations will be at the attendee’s expense.

• Additional information will be provided to the registered site visit attendees.

Questions

• Questions regarding the solicitation shall be submitted no later than 20 March 2024 at 2:00 p.m. HST.

• Questions shall be submitted in the format provided in Attachment JL-1.

• Questions shall be provided in writing via email to:

NFPACQ23-Box32@navy.mil

Closing Remarks

• All prospective offerors are advised that this solicitation will remain unchanged unless it is amended in writing.

• Please check the PIEE website for any amendments/updates to the solicitation.

THANK YOU!