RFP Section L - Notice to Offerors - CPCS.pdf

F41999-26-R-0003

COMMERCIAL PURCHASING CARD SERVICES

DATED 31 AUG 2026

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SECTION L

Instructions, Requirements, Conditions and Notices to Offerors

L.1. GOVERNMENT FUNDING

L.1.1. This requirement is funded by revenue generated by Air Force Morale, Welfare, and Recreation (MWR) programs worldwide. No Appropriated funds or Tax Dollars are used.

Offerors are required to meet all solicitation requirements. There is always a possibility that no award will be made as a result of this solicitation. Offerors will not be compensated for any costs associated with the preparation of their proposals.

L.2. AMENDMENTS TO SOLICITATIONS

L.2.1. If this solicitation is amended, then all terms and conditions that are not modified remain unchanged. Contractors shall acknowledge receipt of any amendment to this solicitation by:

L.2.1.1. Signing all amendments; and

L.2.1.2. Identifying the amendment number and date in the space provided for this purpose in Section A, Block 1 and Block 2 of AF IMT 2641: Cover Page of Solicitation; and

L.2.1.3. Returning signed amendments. The NAFI shall receive the acknowledgement by the time, date, and location specified for receipt of offers.

L.3. OFFER PREPARATION INSTRUCTIONS

L.3.1. Marketing and Informational material will NOT be evaluated and will count towards page limits. The following documents constitute the offer, failure to submit any documents outlined in paragraphs below may be a cause for rejection of the offer:

L.4. OFFER

L.4.1. Complete all fillable/required (A, B, C, F, K) information in Sections A through K. In doing so, the offeror accedes to the contract terms and conditions as written in the solicitation Sections A through K. These sections constitute the model contract.

L.4.2. Insert proposed unit and extended prices in Section B for each Contract Line Item Number (CLIN) using the amount resulting from the completion of Price (other than Service or Construction). If extended amount, then it must equal the whole dollar unit price multiplied by the number of units.

L.4.3. The entire solicitation, Sections A through K as well as the form Cost Estimate Breakdown (for Construction or Service requirement, when applicable) shall be returned in their entirety.

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L.5. INSTRUCTIONS TO THE OFFEROR

Submit offeror's experience with the same specification/performance/work and complexity as the instant requirements. The offeror must submit evidence of at least two (2) similar requirements performed successfully within the last five (5) years from the date of offer where the offeror was solely responsible for the entire contract performance that involved substantially the same work and principal trades, magnitude, and complexity as the instant requirement with references’ contact information.

L.5.1. Offer Submission Instructions

L.5.1.1.a. Contract Documentation- Offers in response to this solicitation shall be submitted in Adobe PDF format to reach the issuing office indicated at page 1 of the solicitation, AF IMT 2641. Submission of offers shall follow the guidance below:

L.5.1.2. Only electronic copies of proposals will be accepted. Submit Pricing, Technical Performance, and Past Performance as follows:

L.5.1.3. One (1) electronic copy of the Contract Documentation that includes complete applicable sections of the RFP. In doing so, the Contractor agrees to the contract terms and conditions as written in the RFP Sections A through K. Each applicable section must be addressed and all applicable back up must be provided.

L.5.1.4. One (1) electronic copy for Pricing.

L.5.1.5. One (1) electronic copy for Technical Performance.

L.5.1.6. One (1) electronic copy for Past Performance.

L.5.1.7. Contractors must ensure electronic copies are virus free.

L.5.1.8. No alternate proposal will be accepted.

L.5.2. Proposals may be modified or withdrawn by written notice only; and must be received at any time BEFORE closure of this solicitation by email to vashti.hawkins.2@us.af.mil.

Acknowledgement by written response from the Contracting Officer must be obtained.

Facsimile proposals, modifications, or withdrawals WILL NOT be considered.

L.5.3. For proposal delivery, offeror is required to send an email to haley.loughran@us.af.mil requesting an invitation link to https://safe.apps.mil. Please include email which will receive the approval. PLEASE DO NOT REQUEST ACCESS UNTIL WITHIN 14 DAYS OF THE RFP CLOSE DATE. Once the request is received, offeror will receive an email from DoD SAFE with a link to submit documentation.

L.5.4. Delivery of electronic documents must be made NO LATER THAN 2:00 PM, Central Standard Time, on October 20, 2026.

mailto:vashti.hawkins.2@us.af.mil.

mailto:haley.loughran@us.af.mil https://safe.apps.mil/

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L.5.5. In the “Short note to the Recipients” section of DoD SAFE, Proposals must be marked as follows:

Solicitation Number / RFP#: F41999-26-R-0003

Air Force Services Center (AFSVC)

Commercial Purchase Card Services

Closing Date/Time: 2:00 PM, Central Standard Time, October 20, 2026.

L.5.6. Any prospective Contractors desiring to ask questions or who need an explanation or clarification of the solicitation, drawings, specifications, etc., must submit a request in writing (by email) NO LATER THAN 2:00 PM, Central Standard Time, September 30, 2026, to allow a reply to reach all prospective Contractors prior to the submission of their offer.

Questions must be submitted via email to: Haley.loughran@us.af.mil.

L.5.7. The Contracting Officer will respond to all written requests received by the submission deadline no later than 4:00 PM, Central Standard Time, October 9, 2026.

L.6. FORMATTING & DOCUMENT ORGANIZATION

L.6.1. The section provides general guidance for preparing proposals as well as specific instructions on the format and content of the proposal. To ensure timely and equitable evaluation of proposals, the Contractor’s proposal is required to include all data and information requested by Section L: Instructions to Offerors and must be submitted in accordance with these instructions. Contractors are also required to meet all solicitation requirements, including terms and conditions, representations and certifications, and technical requirements, in addition to those identified as evaluation factors or sub-factors. The Contractor must be compliant with the requirements as stated in the Request for Proposal (RFP) – CLINS and Statement of Objective (SOO). The Contractor is confirming that its firm will perform all the requirements specified in the solicitation by submitting a proposal. Contractors must clearly identify any exception to the solicitation terms and conditions and provide complete accompanying rationale.

L.6.1.1. The proposal validity period shall be at least 180 calendar days from the closing date of this solicitation. Failure to comply with the terms and conditions of the solicitation may result in the offeror being ineligible for award.

L.6.1.2. Contractors are expected to examine the drawings, specifications, schedule, and all instructions. Failure to do so will be at the Contractor's risk.

Note: Each Contractor must address and furnish back-up documentation, where applicable, for all information required by the solicitation. The Contractor must sign the proposal and print or type its name on the schedule, as well as each continuation sheet on which it makes an entry. Erasures or other changes must be initialed by the person signing the proposal.

mailto:Haley.loughran@us.af.mil

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Proposals signed by the agent must be accompanied by evidence of that agent's authority unless that evidence has been previously furnished to the Contracting Officer.

L.6.1.3. The Contractor must provide pricing for each applicable item in accordance with (IAW) Section B: Supplies or Services and Price/Costs. Additionally, all total price blocks must be completed.

L.6.1.4. In case of a discrepancy between a unit price/cost and an extended price/cost, the unit price/cost will be presumed to be correct, subject, however, to correction to the same extent and in the same manner as any other mistake. Proposals for supplies or services other than those specified will not be considered unless authorized by the solicitation.

Contractors must provide a tentative time for delivery of supplies or for performances of services, unless otherwise specified in the solicitation. Time, if stated as a number of days, will include Saturdays, Sundays, and holidays.

L.7. SUFFICIENT DETAIL

L.7.1. The proposal must be clear and must include sufficient detail for effective evaluation and for substantiating the validity of stated claims. Proposal shall include at a minimum a narrative addressing EACH paragraph in Section C (SOO): the technical requirements, qualifications & deliverables. The narrative shall outline Contractor’s complete understanding of the requirements and how the contractor will fulfill all requirements of Section C.

The Contractor must provide convincing rationale to address how requirements will be met.

These instructions are intended to elicit brief and specific responses; however, simply stating that the requirements are understood and that it is the intent to comply with this effort or paraphrasing statements in the RFP is inadequate. If the offer does not comply their offer will be considered non-responsive and removed from consideration.

L.7.2. Contractor must assume that the NAFI has no prior knowledge of their facilities and experience, and evaluation will be based on the information presented in the Contractor’s proposal.

L.8. NO CROSS-REFERENCING

L.8.1. Each volume must be written on a stand-alone basis so that its contents may be evaluated without cross-reference to other volumes of the proposal.

L.8.2. Each response to each factor and sub-factor must be self-contained. No cross-referencing between factor and sub-factor responses is allowed.

L.8.3. Sections A, B, C, F, and K must be completed/addressed/responded to in accordance with the guidelines provided in this solicitation. Responses must be self-contained; no cross-referencing is allowed. Back-up documentation must be furnished, where applicable, for all information required by the solicitation. Simply stating that the requirements are understood or paraphrasing statements in the RFP is inadequate.

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L.9. SUBMISSION OF OFFERS IN THE ENGLISH LANGUAGE

L.9.1. All offer documentation in response to this solicitation shall be English, to include but not limited to Statement of Assurance (SOA), Bonding, and Insurance, when applicable.

Proposals received in a language other than English will not be accepted or evaluated.

L.10. TAB INDEXING

L.10.1. Tab indexing shall be used to identify sections within each volume.

L.10.2. Tabs for items identified in the Title column of Table L-2 Proposal Organization shall be utilized.

L.10.3. Tabs do not count against the page limitations for their respective volumes.

L.11. TABLE OF CONTENTS

L.11.1. Each volume must contain a detailed Table of Contents to delineate the paragraph and subparagraphs within that volume.

L.11.2. The Table of Contents will not count against the page limitations for the respective volumes.

L.11.3. Volume I, Contract Documentation, must contain a Master Table of Contents, which consolidates the individual Table of Contents for all volumes (I through IV).

L.12. LIST OF TABLES AND FIGURES

L.12.1. Each volume must contain a list of all tables and figures within that volume.

L.12.2. The List of Tables and Figures will not count against the page limitation for the respective volumes.

L.13. GLOSSARY OF ABBREVIATIONS AND ACRONYMS

L.13.1. Each volume must contain a glossary of all abbreviations and acronyms used, with an explanation for each.

L.13.2. One glossary may be developed for the entire proposal and provided in each volume.

L.13.3. Glossaries do not count against the page limitations for their respective volumes.

L.14. PROPOSAL COPIES

L.14.1. All copies of a contractor’s proposal must be submitted together.

L.14.2. Be sure to identify appropriate markings as described in Section L: Instructions to Offerors.

L.15. PAGE FORMAT RESTRICTIONS AND LIMITATIONS

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L.15.1. Page Format:

L.15.1.1. All pages shall be printed double-sided on recycled paper as much as practical (Front & Back counts as one (1) page).

L.15.1.2. Pages must be 8.5 x 11 inches, with the exception of foldouts used for charts, tables, or diagrams, which must not exceed 11 x 17 inches.

L.15.1.3. Text pages must be portrait orientation. Graphics and tables may be landscape orientation, if required, to properly present the information.

L.15.1.4. Pages must be typed with at least single-line spacing.

L.15.1.5. No condensed fonts are allowed. Font must be Times New Roman, size 12 point.

L.15.1.6. Proprietary statements, security markings, and page numbers can fall within the defined margin area.

L.15.1.7. Each required section within a volume must be numbered consecutively.

L.15.1.8. Foldouts

L.15.1.9. Foldout pages must be used for large tables, charts, graphs, diagrams, schematics, and figures ONLY. Foldout pages must NOT be used for pages of text.

L.15.1.10. Legible tables, charts, graphs, diagrams, schematics, and figures must be used wherever practical to depict organization, systems and layout, implementation schedules, design drawings, plans, etc.

L.15.1.11. These displays must be uncomplicated, legible, and shall not exceed 11 x 17 inches in size.

L.15.1.12. For tables, charts, graphs, diagrams, schematics, and figures the font must not be smaller than 10 point.

L.15.1.13. Foldout pages must fold so that the NAFI can read and evaluate them without removal from the proposal binder.

L.15.1.14. Foldout pages must fold entirely within the volume.

L.15.1.15. Page Limitations

L.15.1.16. Page limitations must be treated as maximum and must be adhered to. Pages exceeding the page limitations set forth in Section L will not be read or considered in the evaluation of the proposal. The excess pages will be removed.

L.15.1.17. A page is defined as one face of a sheet of paper containing information. Each side of each 8.5 x 11-inch sheet that displays printed material must be counted as one page for page limitation purposes.

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L.15.1.18. Compliance with page limits must be verified via the hardcopy.

L.15.1.19. Pages NOT Counted in Page Limitation

L.15.1.19.a. Cover Pages

L.15.1.19.b. Table of Contents

L.15.1.19.c. List of Figures

L.15.1.19.d. Glossaries

L.15.1.19.e. Tabs

L.15.1.19.f. Dividers

L.15.1.19.g. Blank Pages

L.15.1.20. VOLUME I – CONTRACT DOCUMENTATION – Complete applicable sections of the RFP. In doing so, the Contractor agrees to the contract terms and conditions as written in the RFP Sections A through K.

L.15.1.20.a. Volume Organization

L.15.1.20.b. Executive Summary

L.15.1.20.c. Master Table of Contents

L.15.1.20.d. Table of Contents

L.15.1.20.e. List of Tables and Figures

L.15.1.20.f. Glossary of Abbreviations and Acronyms

L.15.1.20.g. Validity Statement

L.15.1.20.h. Contact Information

L.15.1.20.i. Exceptions to Terms and Conditions

L.15.1.20.j. Proposal Sections A – K Completed

L.15.1.20.k. Executive Summary

L.15.1.20.l. The Executive Summary is a concise, narrative summary of the entire proposal, including significant risks, and highlights of any key or unique features, excluding price.

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L.15.1.20.m. The salient features should be tied in with Section M: Evaluation Factors for Award criteria.

L.15.1.20.n. Any summary material presented here must NOT be considered as meeting the requirements for any portions of other volumes of the proposal.

L.15.1.20.o. Standard Proposal Information

L.15.1.20.p. Provide a Master Table of Contents for the entire proposal (all volumes).

L.15.1.20.q. Provide a Table of Contents for Volume I

L.15.1.20.r. Provide a List of Tables and Figures for Volume I

L.15.1.20.s. Provide a Glossary of Abbreviations and Acronyms for Volume I

L.15.1.20.t. Validity Statement

L.15.1.20.u. The proposal validity period is specified in, AF IMT Form 2641, Section A:

Solicitation/Contract Form, Block 10 of the RFP

L.15.1.20.v. The Contractor must make a clear statement that the proposal is valid for the period of 180 days from the date of proposal submission.

L.15.1.20.w. Contact Information

L.15.1.20.x. Contractor must provide a single point of contact and one alternate for all maters dealing with its proposal. Provide a name, position title, address, phone number, and email address.

L.15.1.20.y. Exceptions to Terms and Conditions

L.15.1.20.z. Contractors are required to meet all solicitation requirements, such as terms and conditions, representations and certifications, functional and technical requirements, in addition to those identified as evaluation factors or sub-factors.

L.15.1.20.aa. Failure to meet a requirement may result in an offer being ineligible for award.

Contractors must clearly identify any exception to the solicitation requirements and provide complete accompanying rationale.

L.15.1.20.bb. Contractor must list each exception and the related paragraph in the solicitation to which the exception is taken.

L.15.1.20.cc. Provide rationale in support of the exception and fully explain its impact, if any, on the performance, schedule, cost, and specific requirements of the solicitation.

L.15.1.20.dd. This information must be provided in the format and content of Table L-1 below.

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Table L-1: SOLICITATION EXCEPTIONS

SOLICITATION

DOCUMENT

PARAGRAPH/PAGE REQUIREMENT/PORTION RATIONALE

Contract Clause, RFP paragraph, ITO, etc.

Applicable page and paragraph numbers

Identify the requirement or portion to which exception is taken

Justify why the requirement will not be met

L.15.2. VOLUME II – TECHNICAL PROPOSAL (Reference Section M: Evaluation Factors for Award, Technical Acceptability)

L.15.3. Volume Organization

L.15.3.1.a. Executive Summary

L.15.3.1.b. Table of Contents

L.15.3.1.c. List of Tables and Figures

L.15.3.1.d. Glossary of Abbreviations and Acronyms

L.15.3.1.e. Technical Proposal Summary

L.15.4. Standard Proposal Information

L.15.4.1.a. Provide a duplicate copy of the Executive Summary in Volume I, Contract Documentation

L.15.4.1.b. Provide a Table of Contents for Volume II

L.15.4.1.c. Provide a List of Tables and Figures for Volume II

L.15.4.1.d. Provide a Glossary of Abbreviations and Acronyms for Volume II

L.15.4.2. Technical Proposal Summary

The Technical Proposal Volume must be specific and complete. See Section C: STATEMENT OF OBJECTIVES (SOO). Each requirement in Section C, SOO must be addressed by the Contractor, and all supporting back-up documentation must be provided with the proposal to include offerors minimum qualifications (C.3). The Contractor must submit a narrative outlining an understanding of the RFP requirements and the specific content of its product or technical solution, as it pertains to the SOO. Simply stating that the requirement can be met without providing specific details is not sufficient. Evidence of capabilities is required to receive credit for evaluation factors. Please ensure all information in technical performance volume is related to how the contractor will proceed with meeting the needs of the subject

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SOO. No past performance information should be contained in this volume. Reserve all related past performance information for Volume IV – Past Performance.

L.15.4.3. Factor 1 - Technical Excellence

In response to this factor, Offerors shall provide narrative technical information. The information provided shall be clear, concise, complete, and shall demonstrate the Offeror’s operational processes, technical, electronic capability, and transition plans. Offeror’s must demonstrate their understanding of and/or ability to successfully accomplish the NAFI’s requirements as stated in this solicitation.

L.15.4.3.a. Sub-factor 1A - Technical Approach

i. Offerors shall provide a comprehensive narrative response for this subfactor which demonstrates a clear, detailed understanding of and the operational ability to accomplish the totality of the NAFI’s requirements as outlined in Section C – Statement of Objectives.

ii. Offerors must substantiate their technical excellence by providing a detailed approach that addresses the following operational areas:

• Proposed Tools and Processes. Describe the specific payment solution tools, platforms, and operational processes proposed to perform the required services.

• Security Posture and Risk Mitigation. Describe the proposed cybersecurity and system framework for the payment solution. This must include active protocols for preventing, detecting, mitigation, and reporting security incidents or data breaches, as well as specific procedures for ensuring continuous compliance with applicable federal and industry security standards.

• System Capacity, Scalability and Account Management. Demonstrate the proposed system’s capability, capacity, and scalability to manage the NAFI’s estimated charge volume, transaction frequency, and active account holders.

Offerors must explicitly describe how the proposed system will manage, segregate, and report different account types, specifically Centrally Billed Accounts (CBAs) and Individually Billed Accounts (IBAs).

L.15.4.3.b. Sub-factor 1B - Transition Plan

L.15.4.3.b.1. The Offeror must provide extensive support and assistance to ensure a smooth transition from the present Offeror in the event a new Offeror is selected at the end of the contract period. The level of involvement of Agency/Organization in the transition process must be minimal. The transition period will be critical to the program’s continued success and potential.

L.15.4.3.b.2. Both the incumbent and successor Offeror will provide dedicated team leaders to manage the entire aspect of the transition, logistically and technically. These teams will

L-11 work closely with one another to marshal all resources to ensure all issues are resolved within five business days.

L.15.4.3.b.3. Provide combined detailed written plan that outlines specific tasks and timelines as described in Section C: Statement of Objectives, C.28.

L.15.4.3.c. Sub-factor 1C - Contractor Technical Solution Statement

L.15.4.3.c.1. The Contractor must provide a Contractor Technical Solution Statement (CTSS). The CTSS defines tasks required to meet Section C: STATEMENT OF OBJECTIVES (SOO).

The Contractor must provide a written response outlining its technical solution to each paragraph and sub-paragraph in the SOO. “Yes”, “Met”, and other ambiguous responses that do not provide an actual technical solution will be deemed unacceptable. The CTSS will be incorporated at contract award in Section J.

L.15.4.4. Factor 2 – Live Test Demonstration (LTD)

This factor consists of the Offeror presenting a virtual Live Test Demonstrations (LTDs) of the Offerors’ Electronic Access System (EAS). The response to this factor includes submission of an LTD Package of the Offeror’s electronic access and reporting systems.

L.15.4.4.a.1. LTD Package

i. Points of Contract include name, position, and company affiliation.

ii. Describe the electronic access and reporting system proposed.

iii. Describe any known issues with the EAS being presented for LTD.

iv. Describe any EAS requirements that were not implemented in the test environment being submitted for the LTD.

v. Describe and provide the Offeror’s test results-based EAS LTD test criteria and test steps provided pursuant to Section J - Attachment 1:

Electronic Access System (EAS) Live Test Demonstration (LTD).

vi. Describe how Section 508 testing was done and if the EAS conforms with all Section 508 standards; describe and show the certification of the testing if conformance is already achieved. If EAS does not presently conform to Section 508 standards, the Offeror shall provide discussion on their approach to ensure their EAS will conform to Section 508 of the Rehabilitation Act of 1973.

vii. Describe the EAS test environment that has been established for LTD, the test data, and how evaluators will access the EAS.

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viii. Copies of EAS specific scripts that include detailed steps required to execute the actions outlined in Section C – Statement of Objectives provided action list and Section J, Attachment 1 - Live Test Demonstration (LTD).

L.15.4.4.a.2. The offeror will receive a date/time after proposal submission to virtually demonstrate the Electronic Access System (EAS) functionality in accordance with Section C – Statement of Objectives and Section J, Attachment 1 – Live Test Demonstration. This attachment provides a script for the structure of a list of actions that the offer must demonstrate.

L.15.5. VOLUME III – PAST PERFORMANCE (Relevant/Recent) – (Reference Section M:

Evaluation Factors for Award, Past Performance)

L.15.6. Volume Organization

L.15.6.1. Executive Summary (duplication of executive summary in Volume I, Contract Documentation)

a. Table of Contents

b. Past Performance Summary

c. Organizational Structure Change History

d. Past Performance Information (PPI)

e. Past Performance Questionnaire References (PPQR)

f. Consent Letters

g. Client Authorization Letters

L.15.6.2. Standard Proposal Information

L.15.6.3. Provide a duplicate copy of the executive summary narrative as required in Volume I, Contract Documentation

L.15.6.4. Provide a Table of Contents for Volume III

L.15.6.5. Provide a Glossary of Abbreviations and Acronyms for Volume III

L.15.6.6. Organizational Structure Change History, if applicable

L.15.6.7. Many companies have acquired, been acquired by, or otherwise merged with other companies, and/or reorganized their divisions, business groups, subsidiary companies, etc.

In many cases these changes have taken place during the time of performance of relevant, present or past efforts, or between conclusion of recent past efforts and this source

L-13 selection. As a result, it is sometimes difficult to determine what past performance is relevant to this acquisition. To facilitate this relevancy determination, include in this proposal volume a “roadmap” describing all such changes in the organization of the Prime Contractor and its team members. As part of this explanation, show how these changes impact the relevance of any efforts you identify for past performance evaluation/performance confidence assessment. Since the NAFI intends to consider present and past performance information provided by other sources as well as that provided by the Contractor (s), the “roadmap” should be both specifically applicable to the efforts identified and general enough to apply to efforts on which the NAFI receives information from other sources.

L.15.7. Factor 3 – Past Performance

The offeror will provide past performance information. Failure to do so may result in removal from the competition. Past Performance will be evaluated through an integrated analysis of recent and relevant performance. Offeror’s will receive a single Confidence Assessment rating IAW Section M. The NAFI will use information from various sources, including but not limited to: Past Performance Information data submitted, Questionnaires, and interviews. All information must be for the same business entity proposing to perform the requirements.

L.15.7.1. Subfactor 3A - Past Performance Information (PPI)

L.15.7.1.a. The offeror must provide PPI narratives on at least three (3) recent projects of similar magnitude and scope performed within the last five (5) years. Recency is defined as contracts completed or ongoing recency is defined as active or completed efforts performed within the past five (5) years from the issuance date of this solicitation.

Relevant performance is defined as efforts involving a similar scope and similar magnitude of effort and complexity as this solicitation requires, as described in the SOO and the Sections L and M Evaluation Factors and Subfactors. Relevancy is more important than quantity of PPI. The NAFI will not consider performance on a contractor submission that occurred more than five (5) years prior to the date of this solicitation. Page limit for narratives must not exceed three (3) pages per project.

The narrative must include: 1) Customer contact information (i.e. Name, Email, Phone Number, and Mailing Address); 2) A complete description of the scope of the services provided to the customer; 3) The magnitude of the customer requirement; 4) Cost saving initiative initiated during implementation or performance period of the contract; 5) Timeliness and challenges associated with the implementation and lessons learned; and 6) Solutions or adjustments made in response to the challenges in cost experienced.

L.15.7.1.b. The Offeror must complete and include PPI for each project. Note that the NAFI generally will not consider performance on a newly awarded contract without a performance history.

L.15.7.1.c. Offerors are required to explain what aspects of the projects are deemed relevant to

L-14 the proposed effort. Offeror must describe the rationale supporting the assertion of relevance of the submitted requirement to this acquisition. Offeror must clearly link past performance to the aspects of the Offeror’s proposed efforts.

L.15.7.1.d. Offerors must include information regarding efforts accomplished to resolve problems encountered on prior projects as well as past efforts to identify and manage requirement risk. The Offeror is required to demonstrate clear management actions employed in overcoming problems and the effects of those actions in terms of improvements achieved or problems rectified. For example, submission of quality performance indicators or other management indicators could show how the Offeror has overcome problems. Submission of this information may allow the Offeror to earn a higher confidence rating.

L.15.7.1.e. Subcontractor Consent: PPI pertaining to a subcontractor cannot be disclosed to the Prime Contractor without the subcontractor’s consent. Provided with the proposal, a consent letter from all subcontractors that will perform major or critical aspects of the requirement, with their consent to the release of their past performance information to the Prime Contractor. See sample letter in Attachment L-3: Subcontractor/Teaming Partner Consent Letter for the Release of Past Performance Information to the Prime Contractor.

L.15.7.2. Subfactor 3B - Past Performance Questionnaire (PPQ)

Client References: Using Attachment L-2: Past Performance Questionnaire, Offerors shall solicit at least three recent client references per business line in the proposal option offered. Client references must be for the entity(ies) proposed to perform services for that business line under any contract resulting from this solicitation. “Client” is defined as a corporate or Government entity for which the Offeror provides payment products and services. Clients completing the survey must be individuals within the client organization. Offerors shall provide the questionnaire to their clients with instructions on completing the questionnaire and return it directly to the email addressed provided in L.7.1. Offeror Submission Instructions. It is the Offeror’s responsibility to ensure that complete Past Performance Questionnaires are returned by the required due date. In response to this factor, Offerors must include a list of the names, addresses, telephone, and email addresses of client references by business line in the proposal option offered which were requested to complete Past Performance Questionnaires.

NOTE: The NAFI reserves the right to use past performance information obtained from sources other than those identified above. At no time during the selection, award, or debriefing processes will the Offeror be given the name(s) of the individual(s) providing reference information about an Offeror’s past performance.

L.15.7.2.a. The Offeror must provide three (3) references for the NAFI to send the PPQ to. These agencies or companies must have detailed information concerning contracts considered relevant in demonstrating ability to perform the proposed effort. The NAFI will not consider performance on an Offeror’s submission that occurred more than five (5) years

L-15 prior to the date of this solicitation. The NAFI will not consider performance on an Offeror’s submission if the Offeror or any team member is a PPQ reference.

L.15.7.2.b. Consent Letters/Client Authorization Letters: If an offeror is relying on a subcontractor for past performance experience, the Offeror must submit, along with the information required in this paragraph, a consent letter, executed by each subcontractor, teaming partner, and/or joint venture partner authorizing release of adverse past performance information to the Offeror so that the Offeror can respond to such information. For identified effort for a commercial customer, the Offeror must submit a client authorization letter authorizing release to the NAFI of requested information on the Contractor’s performance.

L.16. VOLUME IV – PRICING (Reference Section M: Evaluation Factors for Award, Price Evaluation)

L.16.1. Volume Organization

L.16.1.1. Table of Contents

L.16.1.2. List of Tables and Figures

L.16.1.3. Incremental and Total Price Summary

L.16.1.4. Standard Proposal Information

L.16.1.5. Provide a Table of Contents for Volume IV

L.16.1.6. Provide a List of Tables and Figures for Volume IV

L.16.1.7. Incremental and Total Price Information for Volume IV

L.16.2. Contractor will propose unit prices for Contract Line Item (CLIN) – 0001 thru 0003 IAW Section B of this solicitation. DO NOT include any pricing information in the other volumes.

Failure to provide prices as stated above might result in rejection of the proposal. Pricing must be submitted for the three (3) base years and seven (7) option years to be eligible for award (see individual tabs in Section B). Total evaluated price will include the base and all option years. Price will be evaluated for Reasonableness and Realism for each Offeror’s price proposal. This will include an evaluation of the extent to which proposed price indicates a clear understanding of solicitation requirements and reflects a sound approach to satisfying those requirements. The Offeror's pricing proposal will be analyzed using a pricing model in accordance with the following:

L.16.2.1. Reasonableness. The price must represent what a prudent person would pay when consideration is given to the prices in the market. Reasonableness includes an evaluation for completeness and accuracy to ensure that the Offeror is responsive and accurate in providing all pricing information outlined in the Instructions to Offerors.

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L.16.2.2. Realism. The proposed price is realistic for the work to be performed, reflects a clear understanding of the requirements, and is consistent with the unique methods of performance described in the Offeror’s technical proposal. Proposal will be evaluated based upon realism and competitiveness of the offer.

L.16.2.3. Rebates: The NAFI will evaluate contractor’s rebate formula(s) in the spreadsheet proposal on rebate solutions. The rebate shall be based upon the purchase card spend volume and payment volume. The DAF NAFI pays Net 7 days volume rate for purchases. The offeror may propose a flat rate rebate or choose to offer a tiered separately priced schedule based on different spending categories and those categories must be identified and listed the corresponding rebate percentage. Proposals shall be submitted using the historical data provided in Section C paragraph 2, as a baseline. Proposal will be evaluated based upon realism and competitiveness of the offer.

L.16.2.4. Rebate proposal must contain the below elements as well as any other additional clarification and opportunities the offeror is proposing.

L.16.2.4.a. Explain how revenue is addressed.

L.16.2.4.b. How the total spending is segmented and provide details on how revenue based upon segmentation is done.

L.16.2.4.c. Provide examples of the rebate that is presented and calculated.

L.17. ACCEPTANCE OF PROPOSALS

L.17.1. The NAFI reserves the right to consider acceptable only those proposals submitted in accordance with the requirements set forth or referenced in this solicitation, that demonstrate an understanding of the issues involved and the scope of the project. All other proposals will be considered deficient and may not be considered for further evaluation or selection.

L.18. INCURRED COSTS

L.18.1. The NAFI will not be liable for any costs incurred by the Contractors in submitting proposals or oral presentations in response to this solicitation.

L.19. ORAL REPRESENTATIONS

L.19.1. This written contract includes the entire agreement between the parties. The NAFI will not be bound by an oral or written representation not included in the written contract or a change of amendments thereto. However, the Contractor could be asked to provide an Oral Presentation if it is deemed necessary by the NAFI. This will be done at the expense of the Contractor.

L.19.2. The NAFI will not be bound by any terms on Contractor forms or letters unless such terms are specifically agreed to and incorporated into the contract and signed by the Contracting

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Officer.

L.20. PROPOSAL ORGANIZATION/DISTRIBUTION/NUMBER OF COPIES/PAGE LIMITS

L.20.1. Table L-2 Proposal Organization (see also Table L-2: PROPOSAL ORGANIZATION)

L.20.1.1. The Contractor must prepare the proposal as set forth herein.

L.20.1.2. The titles and contents of the volumes must be as defined in this section.

L.20.1.3. All titles and contents must be within the required page limits and within the number of copies as specified.

L.20.2. If the table below conflicts with the detailed instructions in the instruction paragraphs above, the detailed instructions will take precedence.

Table L-2: PROPOSAL ORGANIZATION

Volume TAB # Title Page Limit Page#/Tab#

I

CONTRACT DOCUMENTATION

TAB 1 Executive Summary 2 TAB 2 Master Table of Contents N/A TAB 3 Standard Proposal Information N/A TAB 4 Validity Statement 2 TAB 5 Contact Information 2 TAB 6 Exceptions to Terms and Conditions 10 TAB 7 Key Personnel and Certifications 8

TAB 8 Teaming Arrangements and/or Letters of Intent UNLIMITED

TAB 9 Section A – K completed UNLIMITED

II

TECHNICAL PROPOSAL

TAB 1 Factor 1 - Technical Excellence N/A

TAB 1A Subfactor 1A – Technical Approach 5 TAB 1B Subfactor 1B - Transition Plan 5

TAB 2 Subfactor 1C -Contractor Technical Solution Statement 20

TAB 3 Factor 2 - Live Test Demonstration 10

III

RELEVANT PRESENT / PAST

PERFORMANCE

TAB 1 Executive Summary 2 TAB 2 Standard Proposal Information N/A

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TAB 3 Organizational Structure Change History 5 TAB 4 Factor 3 - Past Performance 5

TAB 4A Factor 3A - Past Performance Information (PPI) Narratives

(3 Pages for Each)

TAB 4B Factor 3B - Past Performance Questionnaire (PPQ) References 2

IV

COST/PRICING

TAB 1 Executive Summary 2 TAB 2 Standard Proposal Information N/A

TAB 3

Factor 4 – Total Price Information (Reference

SECTION B, SUPPLIES OR SERVICES,

PRICES/COSTS and Rebate)

Consent Letter (One Per Teaming Partner) N/A

(END OF SECTION L)

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Attachment L-1

AIR FORCE SERVICES CENTER NONAPPROPRIATED FUND COMMERCIAL PURCHASE

CARD SERVICES

PAST PERFORMANCE INFORMATION (PPI)

(The Offeror shall fill out one worksheet for each reference. Please type or print clearly.)

OFFEROR SUBMITTING REFERENCE

1. Reference Company/Division Name:

2. Reference Company Physical and Mailing Address (if different):

3. Reference Company Contact (POC):

Name & Title: _____________________________________________

Phone Number: ____________________________________________

Email: __________________________________________________

4. Program/Project title (for similar projects that have been completed within the last five years):

5. Contract number/solicitation number for referenced project or program (as applicable):

6. Description of the contract/project effort (please include magnitude and level of complexity as compared to our project requirements):

7. Type of contract/project – list all that apply (e.g., Firm Fixed Price, Time and Materials, Cost Plus): ________________________________________

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8. Period of performance: ______________________________________

a. Original schedule: ______________________________________

b. Current or actual schedule: _________________________________

c. Number of project scope or requirements changes over the course of the contract, up to and including product/application sustainment: __________________

d. Primary causes of changes: __________________________________

9. Contract dollar value at time of selection/closing: ______________________

a. Original project dollar value: _________________________________

b. Current or actual value at time of completion: ______________________

c. Number of times it was changed: ______________________________

d. Primary causes of changes: __________________________________

10. Current or actual contract value including all changes and exercised options:

11. Current or actual completion date, and if not complete, percentage of completion:

12. Specify role(s) of any sub-contractors (if any) and the person(s) and/or organization(s) identified as participants in the referenced project (please provide name, title, affiliation, business address, and telephone and fax number for each of the team members):

Name/Title: _______________________________________________

Affiliation: _______________________________________________

Business Address: ___________________________________________

Telephone & Fax Numbers: _____________________________________

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Attachment L-2

AIR FORCE SERVICES CENTER NONAPPROPRIATED FUND COMMERCIAL PURCHASE

CARD SERVICES

PAST PERFORMANCE QUESTIONNAIRE (PPQ) REFERENCES

Please complete the following identifying information for past performance references:

Contractor: _______________________________________________

Contractor Role: ____________________________________________

Contract number (if applicable): __________________________________

Period of Performance: ________________________________________

Negotiated price or cost at award: _________________________________

Current estimated contract dollar amount: ____________________________

Describe product or service acquired (fill-in): __________________________

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Attachment L-3

SUBCONTRACTOR/TEAMING PARTNER CONSENT LETTER

FOR THE RELEASE OF PAST PERFORMANCE INFORMATION

TO THE PRIME CONTRACTOR

SAMPLE

Dear “Contracting Officer:”

We are participating as a (insert “subcontractor” or “teaming partner”) with (insert name of prime contractor or name of entity providing proposal) in responding to the Department of the Air Force, (insert name of Air Force Base), Request for Proposal (insert RFP number – F41999- 26- R-0003) for concentration banking.

We understand that the NAFI is placing increased emphasis on past performance in order to obtain best value in source selections. In order to facilitate the performance confidence assessment process, we are signing this consent letter to allow you to discuss our past performance information with the prime contractor during the source selection process.

Signature and title of individual who has authority to sign for and legally bind the company.

Date

Company Name: ________________________________________

Address: ________________________________________