Section L.pdf

PART IV – REPRESENTATIONS AND INSTRUCTIONS

SECTION L – INSTRUCTIONS, CONDITIONS AND NOTICES TO OFFERORS

FA8903-27-R-0014

21 October 2026

1. Privatization Management Programs (PMP) for Housing, Enhanced Use Leasing, Lodging, and Utility Privatization (HELU) Management

NOTICE: The following solicitation provisions pertinent to this section are hereby incorporated by reference:

PROVISIONS INCORPORATED BY REFERENCE

A. REVOLUTIONARY FEDERAL ACQUISITION REGULATION OVERHAUL (RFO)

SOLICITATION PROVISIONS

RFO 52.204-7 System for Award Management Registration (Nov 2025)

RFO 52.215-22 Limitations on Pass-Through Charges-Identification of Subcontract Effort (NOV

2025)

52.237-10 Identification of Uncompensated Overtime (MAR 2015)

B. DEPARTMENT OF THE AIR FORCE (DAF) CONTRACTING COMPASS

PROVISION

DAF Subpart 209.5 Potential Organizational Conflict of Interest verbiage

PROVISIONS INCORPORATED BY FULL TEXT

Reserved

RFO 52.216-1 TYPE OF CONTRACT (NOV 2025)

The Government contemplates award of a Firm Fixed Price and Cost-Reimbursable travel CLIN for one single Indefinite Delivery/Indefinite Quantity (ID/IQ) for all PMP-HELU business areas; TAB

A – Housing Privatization, TAB B – Transient Housing, TAB C - Enhanced Use Lease, TAB D –

Utilities Privatization (UP) resulting from this solicitation.

(End of provision)

RFO 52.216-27 SINGLE OR MULTIPLE AWARDS (OCT 1995)

The Government will elect to award one single award Indefinite Delivery/Indefinite Quantity (ID/IQ) contract for all PMP-HELU business areas TAB A – Housing Privatization, TAB B – Transient

Housing, TAB C - Enhanced Use Lease, TAB D – Utilities Privatization (UP) to a single Contractor

RFO 52.233-2 SERVICE OF PROTEST (NOV 2025)

(a) Protests, as defined in section 33.102 of the Federal Acquisition Regulation, that are filed directly with an agency, and copies of any protests that are filed with the Government

Accountability Office (GAO), shall be served on the Contracting Officer (addressed as follows) by

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obtaining written and dated acknowledgment of receipt from

Michael I. Grasso

Contracting Officer, 772 ESS/PKS

2261 Hughes Ave. Suite 163 JBSA

Lackland TX 78236-9853

Michael.grasso.3@us.af.mil

380-457-8637

(b) The copy of any protest shall be received in the office designated above within one day of filing a protest with the GAO.

RFO 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB

1998)

This solicitation incorporates one or more solicitation provisions by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. The Offeror is cautioned that the listed provisions may include blocks that must be completed by the Offeror and submitted with its quotation or offer. In lieu of submitting the full text of those provisions, the Offeror may identify the provision by paragraph identifier and provide the appropriate information with its quotation or offer. Also, the full text of a solicitation provision may be accessed electronically at this/these address(es):

https://www.acquisition.gov/browse/index/far https://www.acq.osd.mil/dpap/dars/dfars_far_overhaul_class_deviations.html

RFO 52.252-5 AUTHORIZED DEVIATIONS IN PROVISIONS (APR 1984)

(a) The use in this solicitation of any Federal Acquisition Regulation (48 CFR Chapter 1) provision with an authorized deviation is indicated by the addition of "(DEVIATION)" after the date of the provision.

(b) The use in this solicitation of any Department of Defense Federal Acquisition Regulation

Supplement (48 CFR Chapter 2) provision with an authorized deviation is indicated by the addition of "(DEVIATION)" after the name of the regulation.

R-DFARS 252.215-7008 Only One Offer (DEC 2022)

(a) Cost or pricing data requirements. After initial submission of offers, if the Contracting

Officer notifies the Offeror that only one offer was received, the Offeror agrees to—

(1) Submit any additional cost or pricing data that is required in order to determine whether the price is fair and reasonable (10 U.S.C. 3705) or to comply with the statutory requirement for certified cost or pricing data (10 U.S.C. 3702 and FAR 15.403-3); and https://www.acquisition.gov/browse/index/far https://www.acq.osd.mil/dpap/dars/dfars_far_overhaul_class_deviations.html

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(2) Except as provided in paragraph (b) of this provision, if the acquisition exceeds the certified cost or pricing data threshold and an exception to the requirement for certified cost or pricing data at FAR 15.403-1(b)(2) through (5) does not apply, certify all cost or pricing data in accordance with paragraph (c) of DFARS provision 252.215-

7010, Requirements for Certified Cost or Pricing Data and Data Other Than Certified Cost or Pricing Data, of this solicitation.

(b) Canadian Commercial Corporation. If the Offeror is the Canadian Commercial Corporation, certified cost or pricing data are not required. If the Contracting Officer notifies the Canadian

Commercial Corporation that additional data other than certified cost or pricing data are required in accordance with DFARS 225.870-4(c), the Canadian Commercial Corporation shall obtain and provide the following:

(1) Profit rate or fee (as applicable).

(2) Analysis provided by Public Works and Government Services Canada to the Canadian

Commercial Corporation to determine a fair and reasonable price (comparable to the analysis required at FAR 15.404-1).

(3) Data other than certified cost or pricing data necessary to permit a determination by the

U.S. Contracting Officer that the proposed price is fair and reasonable [U.S. Contracting Officer to provide description of the data required in accordance with FAR 15.403- 3(a)(1) with the notification].

(4) As specified in FAR 15.403-3(a)(4), an offeror who does not comply with a requirement to submit data that the U.S. Contracting Officer has deemed necessary to determine price reasonableness or cost realism is ineligible for award unless the head of the contracting activity determines that it is in the best interest of the Government to make the award to that offeror.

(c) Subcontracts. Unless the Offeror is the Canadian Commercial Corporation, the Offeror shall insert the substance of this provision, including this paragraph (c), in all subcontracts exceeding the simplified acquisition threshold defined in FAR part 2.

R-DFARS 252.215-7010 REQUIREMENTS FOR CERTIFIED COST OR PRICING DATA

AND DATA OTHER THAN CERTIFIED COST OR PRICING DATA—BASIC

(MAY 2024)

(a) Definitions. As used in this provision—

Market prices means current prices that are established in the course of ordinary trade between buyers and sellers free to bargain and that can be substantiated through competition or from sources independent of the offerors.

Non-Government sales means sales of the supplies or services to non-Governmental entities for

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purposes other than governmental purposes.

Relevant sales data means information provided by an offeror on sales of the same or similar items that can be used to establish price reasonableness taking into consideration the age, volume, and nature of the transactions (including any related discounts, refunds, rebates, offsets, or other adjustments).

Sufficient non-Government sales means relevant sales data that reflects market pricing and contains enough information to make adjustments covered by FAR 15.404-1(b)(2)(ii)(B).

Uncertified cost data means the subset of data other than certified cost or pricing data (see FAR

2.101) that relates to cost.

(b) Exceptions from certified cost or pricing data.

(1) In lieu of submitting certified cost or pricing data, the Offeror may submit a written request for exception by submitting the information described in paragraphs (b)(1)(i) and

(ii) of this provision. However, this requirement supports negotiations for products and services valued at $10 million or more, regardless of whether cost and pricing data requires certification. Therefore, contracting officers must have access to actual cost information at both the prime and supplier levels for these contract actions (except for Commercial Off-the-Shelf items) to support the determination of fair and reasonable pricing. The Contracting Officer may require additional supporting information, but only to the extent necessary to determine whether an exception should be granted and whether the price is fair and reasonable.

(i) Exception for prices set by law or regulation - Identification of the law or regulation establishing the prices offered. If the prices are controlled under law by periodic rulings, reviews, or similar actions of a governmental body, attach a copy of the controlling document, unless it was previously submitted to the contracting office.

(ii) Commercial item exception. For a commercial item exception, the Offeror shall submit, at a minimum, information that is adequate for evaluating the reasonableness of the price for this acquisition, including prices at which the same item or similar items have been sold in the commercial market. Such information shall include—

(A) For items previously determined to be commercial, the contract number and military department, defense agency, or other DoD component that rendered such determination, and if available, a Government point of contact;

(B) For items priced based on a catalog—

(1) A copy of or identification of the Offeror s current catalog showing the price for that item; and

(2) If the catalog pricing provided with this proposal is not consistent with all relevant sales

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data, a detailed description of differences or inconsistencies between or among the relevant sales data, the proposed price, and the catalog price (including any related discounts, refunds, rebates, offsets, or other adjustments);

(C) For items priced based on market pricing, a description of the nature of the commercial market, the methodology used to establish a market price, and all relevant sales data. The description shall be adequate to permit DoD to verify the accuracy of the description;

(D) For items included on an active Federal Supply Service Multiple Award Schedule contract, proof that an exception has been granted for the schedule item; or

(E) For items provided by nontraditional defense contractors, a statement that the entity is not currently performing and has not performed, for at least the 1-year period preceding the solicitation of sources by DoD for the procurement or transaction, any contract or subcontract for DoD that is subject to full coverage under the cost accounting standards prescribed pursuant to 41 U.S.C. 1502 and the regulations implementing such section.

(2) The Offeror grants the Contracting Officer or an authorized representative the right to examine, at any time before award, books, records, documents, or other directly pertinent records to verify any request for an exception under this provision, and to determine the reasonableness of price.

(c) Requirements for certified cost or pricing data. If the Offeror is not granted an exception from the requirement to submit certified cost or pricing data, the following applies:

(1) The Offeror shall prepare and submit certified cost or pricing data and supporting attachments in accordance with the instructions contained in Table 15-2 of FAR 15.408, which is incorporated by reference with the same force and effect as though it were inserted here in full text. The instructions in Table 15-2 are incorporated as a mandatory format to be used in any resultant contract, unless the Contracting Officer and the Offeror agree to a different format and change this provision to use Alternate I.

(2) As soon as practicable after agreement on price, but before contract award (except for unpriced actions such as letter contracts), the Offeror shall submit a Certificate of Current

Cost or Pricing Data, as prescribed by FAR 15.406-2.

(3) The Offeror is responsible for determining whether a subcontractor qualifies for an exception from the requirement for submission of certified cost or pricing data on the basis of adequate price competition, i.e., two or more responsible offerors, competing independently, submit priced offers that satisfy the Government s expressed requirement in accordance with FAR 15.403-1(c)(1)(ii).

(d) Requirements for data other than certified cost or pricing data.

(1) Data other than certified cost or pricing data submitted in accordance with this provision shall include the minimum information necessary to permit a determination that the proposed price is fair and reasonable, to include the

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requirements in RDFARS 215.402(a)(i) and 215.404-1(b).

(2) In cases in which uncertified cost data is required, the information shall be provided in the form in which it is regularly maintained by the Offeror or prospective subcontractor in its business operations.

(3) Within 10 days of a written request from the Contracting Officer for additional information to permit an adequate evaluation of the proposed price in accordance with

RFO 15.403-3, the Offeror shall provide either the requested information, or a written explanation for the inability to fully comply.

(4) Subcontract price evaluation.

(i) Offerors shall obtain from subcontractors the minimum information necessary to support a determination of price reasonableness, as described in FAR part 15 and

DFARS part 215.

(ii) No cost data may be required from a prospective subcontractor in any case in which there are sufficient non-Government sales of the same item to establish reasonableness of price.

(iii) If the Offeror relies on relevant sales data for similar items to determine the price is reasonable, the Offeror shall obtain only that technical information necessary—

(A) To support the conclusion that items are technically similar; and

(B) To explain any technical differences that account for variances between the proposed prices and the sales data presented.

(e) Subcontracts. The Offeror shall insert the substance of this provision, including this paragraph

(e), in subcontracts exceeding the simplified acquisition threshold defined in FAR part 2. The

Offeror shall require prospective subcontractors to adhere to the requirements of—

(1) Paragraphs (c) and (d) of this provision for subcontracts above the threshold for submission of certified cost or pricing data in RFO 15.403-3; and

(2) Paragraph (d) of this provision for subcontracts exceeding the simplified acquisition threshold defined in FAR part 2.

INSTRUCTIONS TO OFFERORS (ITO) AND INSTRUCTIONS FOR PROPOSAL

PREPARATION

DEFINITIONS: Contractors shall use the following definitions while preparing proposals for this acquisition. These definitions are applicable to all sections of the solicitation.

ADVISORY AND ASSISTANCE SERVICES (A&AS): Advisory and Assistance Services

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(A&AS) means those services provided under contract by non-Governmental sources to support or improve: organizational policy development; decision-making; management and administration;

program and/or project management and administration; or research and development activities. It can also mean the furnishing of professional advice or assistance rendered to improve the effectiveness of federal management processes or procedures (including those of an engineering and technical nature). In rendering the foregoing services, outputs may take the form of information, advice, opinions, alternatives, analyses, evaluations, recommendations, training and the day-to-day aid of support personnel needed for the successful performance of ongoing Federal operations. For additional information, reference RFO Subpart

2.1 Definitions “Advisory and Assistance Services:”

https://www.acquisition.gov/content/part-2-definitions-words-and-terms#i1125357

SAM Website: The Government's "primary" official point of entry shall be SAM (https://sam.gov) website for current information and updates regarding the solicitation.

HOUSING PRIVATIZATION (HP): The long-term oversight of the Air Force Housing

Privatization (HP) created by the Military Housing Privatization Initiative (MHPI) established by Congress in

1996 as a tool to help the military improve the quality of life for its service members by improving the condition of their housing. The MHPI was designed and developed to attract private sector financing, expertise and innovation to provide necessary housing faster and more efficiently than traditional Military

Construction processes would allow. The Office of the Secretary of Defense has delegated to the Military

Services the MHPI and are authorized to enter into agreements with private developers selected in a competitive process to own, maintain, and operate family housing via a 50-year lease.

ENHANCED USE LEASE (EUL): Enhanced Use Lease (EUL) is any Real Estate Transaction authorized by United States Code (U.S.C), Title 10, Part IV, Chapter 159, Real Property; Related

Personal Property; and Lease of Non-Excess Property. It is a program that allows the Department of War (DoW) to lease underutilized military properties to private or public entities for commercial purposes, with the rent paid in cash or in-kind services, to support military installations.

TRANSIENT HOUSING PRIVATIZATION INITIATIVE (THPI): A Commercial On-Base Lodging

(COBL) program that allows the Department of War (DoW) to leverage private sector expertise and investment to revitalize and manage military housing, including transient lodging, for service members and their families.

The MHPI, established in 1996, allows the DoW to partner with private companies to construct, renovate, and manage military housing, including both family and unaccompanied housing, and transient lodging.

UTILITIES PRIVATIZATION (UP): The transfer of ownership and operation of military installation utility systems (like electricity, water, and wastewater) from the government to private entities, aiming for cost savings, improved efficiency, and better infrastructure.

OFEROR: Defined as the Prime Contractor and all named Team Members submitting a single proposal in response to this solicitation.

PRIVATIZED PROJECT: A change from Governmental or public ownership or control to private enterprise. Privatized projects include Housing Privatization (HP), Enhanced Use Lease

(EUL), Utilities Privatization (UP), Value Based Transaction (VBT) for Real Estate and

Environmental issues related to Base Realignment and Closure (BRAC), other Real Estate

Transactions (RT), and other Privatized Programs.

http://www.acquisition.gov/content/part-2-definitions-words-and-terms#i1125357

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TEAM: This solicitation will refer to the Prime and all identified Team Members as a “Team.”

TEAMING ARRANGEMENT (TA): To be valid under this solicitation, a Teaming Arrangement (TA) must commit to the business entities to perform under this contract, should it be awarded to the Offeror.

TEAM MEMBER: Is defined as any business entity other than the Prime with a signed Teaming

Arrangement (TA).

VALUE BASED TRANSACTION (VBT): Value Based Transaction (VBT) is the optimization of real and potential value of real estate assets through active and aggressive management in accordance with Executive Order 13327, Federal Real Property Asset Management and Department of Defense

Instruction 4165.70, Real Property Management. A "value-based" approach to asset management can take a variety of forms and approaches to optimize value. It must reflect the fair market value of what the Air Force is giving up and must be tangible.

1.1 PROGRAM STRUCTURE AND OBJECTIVES

This requirement is for Advisory and Assistance services in support of Housing, Enhanced Use

Lease, Lodging and Utilities Privatization Management at Joint Base San Antonio - Lackland, Texas. This scope of work entails long-term cradle to grave support for the Air Force privatized programs for HEU and may include Value Based Transactions. This includes Asset, Acquisition, and Portfolio Management services in support of PMP-HELU services throughout the CONUS and

OCONUS AF installations.

Scope Elasticity & Legislative Oversight Flexibility: The baseline Performance Work Statement

(PWS) and contract ceiling ($150M) explicitly accommodate variable performance volumes required to satisfy evolving statutory, legislative, and National Defense Authorization Act (NDAA) mandates across all four PMP-HELU business areas (e.g., CONUS/OCONUS housing oversight, utility resilience assessments). Fluctuations in Task Order ordering volumes resulting from

Congressional mandates fall fully within the evaluated scope of competition and do not constitute out-of-scope contract modifications or require re-evaluation of the basic acquisition strategy.

Estimated Program Cost: $149M Shared Ceiling. Offerors are hereby notified that the budgeted amount of $149M shall be cited as the overall shared contractual ceiling amount on the planned awards. The total of all Task Orders placed on all contracts (aggregate) over the life of the effort will not exceed the available program funding set forth as the contract ceiling. The minimum order amount is $3K; the maximum order amount is $25M.

Number of Contracts to be Awarded: The Government intends to issue one solicitation resulting in the accomplishment of one single award Indefinite Delivery/Indefinite Quantity (IDIQ) for TAB A –

Housing Privatization, TAB B – Enhanced Use Lease, TAB C -Transient Housing, TAB D – Utilities

Privatization (UP) to a single Contractor. Additionally, a Task Order for each of the TABs are anticipated after the IDIQ contract is awarded. See Attachment L-13 for Task Order details. The source selection will be conducted and awarded using competitive, best value, Firm-Fixed Price with a Cost Reimbursable CLIN pricing arrangement (Hybrid) using the Subjective trade-off process in accordance with FAR Part 15.3, which allows the Government to award a contract to other than the lowest-priced Offeror. This is considered a services effort and is being solicited under NAICS code

541611, Administrative Management and General Management Consulting Services. The Period of

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Performance (POP) is a five-year ordering period with an additional year to complete performance.

1.2 Budget/Funding Information

For consideration in developing a proposal, the maximum ceiling value is $149M over the five-year ordering period. However, this contract is an IDIQ ordering vehicle and does not guarantee that any funds above the minimum amount will be awarded. Congressional budget year allocations and prioritized requirements may determine future Task Order awards.

1.3 Scope Elasticity & Legislative Oversight Flexibility

The baseline Performance Work Statement (PWS) and contract ceiling value explicitly accommodate variable performance volumes required to satisfy evolving statutory, legislative, and

National Defense Authorization Act (NDAA) mandates across all four PMP-HELU business areas

(e.g., CONUS/OCONUS housing oversight, utility resilience assessments). Fluctuations in Task

Order ordering volumes resulting from Congressional mandates fall fully within the evaluated scope of competition and do not constitute out-of-scope contract modifications or require re-evaluation of the basic acquisition strategy.

The scope of this ID/IQ contract explicitly encompasses full-spectrum advisory, asset management, and technical inspection services required to fulfill statutory, legislative, and National Defense

Authorization Act (NDAA) mandates across all four PMP-HELU business areas (e.g., OCONUS/CONUS housing inspections, utility resilience audits). Task Orders issued to meet fluctuating statutory inspection volume or Congressional mandates within the $149M ceiling fall fully within the original scope of competition and do not constitute out-of-scope actions or require separate justification and approval under RFO Part 6."

2. GENERAL INSTRUCTIONS

a) The Offeror's proposal must include all data and information requested by this ITO and must be submitted in accordance with these instructions. The offer shall be compliant with the requirements as stated in the Performance Work Statement (PWS) and its attached

Enclosures. Non-conformance with the instructions provided in this ITO may result in an unfavorable proposal evaluation.

b) The proposal for all four TABs should be clear, concise, and shall include sufficient detail for effective evaluation and for substantiating the validity of stated claims. The proposal should not simply rephrase or restate the Government's requirements but shall provide convincing rationale to address how the Offeror intends to meet these requirements.

Offerors shall assume that the Government has no prior knowledge of their facilities and experience and will base its evaluation on the information presented in the Offeror's proposal.

c) Elaborate brochures or documentation, binding, detailed artwork, or other embellishments are unnecessary and are not desired.

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d) The proposal acceptance period is specified in Section A of the solicitation. The Offeror shall make a clear statement in Section A of the contract documentation volume that the proposal is valid 180 days from date of proposal receipt.

e) In accordance with RFO Subpart 4.8 (Contract Files), the Government will retain one copy of all unsuccessful proposals. Unless the Offeror requests otherwise, the Government will destroy extra copies of unsuccessful proposals.

f) For the purpose of this solicitation, the proposal will be divided into four separate sections

HOUSING PRIVATIZATION (HP sometimes referred to as MHPI), ENHANCED USE

LEASE (EUL), TRANSIENT HOUSING (THPI), and UTILITIES PRIVATIZATION (UP).

Therefore, the proposal shall consist of TAB A – Housing Privatization, TAB B – Enhanced

Use Lease, TAB C -Transient Housing, TAB D – Utilities Privatization.

g) Offerors MUST submit a complete proposal covering ALL four TABs (TAB A – HP, TAB B –

EUL, TAB C – THPI, and TAB D – UP). Submitting a proposal for fewer than all four TABs shall render the proposal non-conforming and result in immediate rejection without technical evaluation.

2.1 General Information

2.1.1 Point of Contact

The Contracting Officer (CO) is the sole point of contact for this acquisition. Address any questions or concerns you may have to the CO. Written requests for clarification may be sent to the

CO. The CO for this acquisition is as follows:

Contracting Officer:

Michael I. Grasso

Phone (380)-457-8637

Email: michael.grasso.3@us.af.mil

2.1.2 Notification/Debriefings

The CO will promptly notify Offerors of any decision to exclude them from the competitive range;

whereupon they may request and receive a debriefing in accordance with RFO 15.206. Offerors excluded from the competitive range may request a pre-award debriefing or they may choose to wait until after the source selection decision to request a post-award debriefing.

However, Offerors excluded from the competitive range are entitled to no more than one debriefing for each TAB that was proposed. The CO will notify unsuccessful Offerors in the competitive range of the source selection decision in accordance with RFO 15.207-2. Upon such notification, unsuccessful Offerors may request and receive a debriefing. Offerors desiring a debriefing must make their request in accordance with the requirements of RFO 15.206 or 15.301, as applicable.

2.1.3 Discrepancies

If an Offeror believes that the requirements in these instructions contain an error, omission, or are otherwise unsound, the Offeror shall immediately notify the CO in writing no later than 10 business days after release date of the solicitation with supporting rationale as well as the remedies the mailto:michael.grasso.3@us.af.mil

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Offeror is asking the CO to consider as related to the omission or error. The Offeror is reminded that the Government reserves the right to award this effort based on the initial proposal, as received, without discussion. This reservation includes matters of additional or substitute pages of the initial proposal.

Consolidate all questions resulting from this RFP, or related to Section L plus attachments, Section M, and submit on the Questions and Answers Spreadsheet (Attachment L-3) by 30 November 2026, 1300

Central Time. Questions will be consolidated, and responses will be posted on SAM website to all

Contractors. Be advised that no further questions will be addressed on this requirement after this date.

Submit all solicitation questions via e-mail to michael.grasso.3@us.af.mil and mark.ingle.2@us.af.mil.

2.1.4 Electronic Reference Documents

All referenced documents for this solicitation are available on SAM website at https://sam.gov/.

Potential Offerors are encouraged to subscribe for real-time e-mail notifications when information has been posted to the website for this solicitation.

2.1.5 Oral Presentations

Oral presentations will not be used for this requirement.

2.1.6 Communications

Exchanges of source selection information before and after the submission of the initial proposals, between Government and Offerors, will be controlled by the CO. Email may be used to transmit such information to Offerors only if the email can be sent and received encrypted and includes “Source

Selection Information – See RFO 2.101 & 3.104” in the Subject line of the email.

2.1.7 Teaming

All Team Members shall have a signed Teaming Arrangement (TA). TAs must be provided in

Volume I, Contract Documentation, and Volume II, Technical.

a) Any business entity without a TA with the Prime is NOT considered a Team Member and will not be evaluated.

b) Mentor-Protégé (M-P) is a relationship and not a business entity. M-Ps require formal

TAs to qualify for consideration as a Team Member.

c) A Joint Venture (JV) will be considered a sole business entity. Signed JV documentation must be provided in Volume I, Contract Documentation, and

Volume II, Technical.

d) The proposal shall present a complete, coherent presentation of the Team’s ability as applicable.

2.2 Organization/Number of Copies/Page Limits

The Offeror shall prepare the proposal as set forth in the Proposal Organization Table (Table 2.2 below). The titles and contents of the volumes shall be as defined in this table, all of which shall be within the required page limits and with the number of copies as specified in Table 2.2. The contents of each proposal volume are described in the ITO paragraph as noted in the table below:

mailto:mark.ingle.2@us.af.mil

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Table 2.2 Proposal Organization

Volume

ITO

Paragraph

Number

Title Page

Limit

Electronic

Copy

Original

I

3 VOLUME I - CONTRACT DOCUMENTATION

3.1 Volume Organization

Unlimited

3.2 Contact Information

3.3 Standard Proposal Information

3.4 Validity Statement

3.5 Organizational Conflict of Interest

3.6 Teaming Arrangements

3.7 Exceptions to Solicitation Requirements

3.8 Model Contract: HP/EUL/THPI & UP (SF1449)

II

4 VOLUME II – FACTOR 1: TECHNICAL

4.1 Volume Organization

4.2 Standard Proposal Information

4.3 Teaming Arrangements

4.4 General Applies to ITO

paragraphs 4.4 - 4.8

TABs A-D

HP – 16 pages

EUL – 10 pages

THPI – 12 pages

UP – 10 pages

Applies to ITO paragraph 4.9 SBPC – 6 pages

4.5 Technical Risk (Not Applicable)

4.6 Proposal Requirement Specifications

4.7 Technical Subfactor 1.1- Technical and Document

Management Approach

4.8 Technical Subfactor 1.2 – Transition Plan

4.9 Technical Subfactor 1.3 – Small Business

Participation Commitment (SBPC)

Volume

ITO

Paragraph

Number

Title Page

Limit

Electronic

Copy

Original

III

5 VOLUME III – FACTOR 2: PAST PERFORMANCE

5.1 Volume Organization

Unlimited

3 single sided pages for each contract per

5.12

5.2 Standard Proposal Information

5.3 Past Performance Summary 3 single sided

pages for each

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5.4 Organizational Structure Change History 3 single sided

pages for each contract per 5.12

5.5 Past Performance Information Sheets 3 single sided

pages for each

5.6 Past Performance Questionnaires Tab Only

5.7 Consent Letters

Unlimited 5.8 Client Authorization Letters

5.9 Specific Content

IV

6 VOLUME IV – FACTOR 3: PRICE

6.1 Volume Organization Sections 6.1 – 6.3

10 single sided pages

Section 6.4

9 pages for the rate table. (One for each

Tab).

Section 6.5

6.2 Standard Proposal Information

6.3 General Instructions

6.4 Fully Burdened Hourly Labor Rates Tables

(Labor Rate Table TAB A - TAB D)

6.5 Professional Compensation Plan Labor Model

* PPI Forms for HP, EUL, THPI or UP Projects from web-based PPI tool.

2.3 Proposal Format

2.3.1 Guidance

a) This section of the ITO provides general guidance for preparing proposals as well as specific instructions on the format and content of the proposal.

b) The Offeror's proposal must include all data and information requested by the ITO and must be submitted in accordance with these instructions.

c) All the requirements specified in this solicitation are mandatory.

d) You are representing that your firm will perform all the requirements specified in the solicitation by submitting your proposal.

e) These instructions are intended to elicit brief and specific responses. However, simply stating that the Offeror understands and intends to comply with this effort or paraphrasing statements in the solicitation is inadequate.

f) The offer shall comply with the requirements as stated in the solicitation.

g) All text shall be single spaced and printed black on white paper (black and white requirement does not apply to graphics, photos, etc. - company stationery and logos are acceptable).

h) Printing shall be easily readable; 12-pitch type, 10-point proportional spacing using Times New

Roman font and 1-inch margins.

2.3.2 Sufficient Detail

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a) The proposal shall be clear, concise, and shall include sufficient detail for effective evaluation and for substantiating the validity of stated claims.

b) The proposal should not simply rephrase or restate the Government's requirements but rather shall provide convincing rationale to address how the Offeror intends to meet these requirements.

c) Offeror(s) shall assume that the Government has no prior knowledge of their capabilities and experience, and will base its evaluation solely on the information presented in the Offeror's proposal.

2.3.3 Elaborate Presentations Not Desired

Elaborate brochures or documentation, binding, detailed artwork, or other embellishments are unnecessary and are NOT desired.

2.3.4 Price Information

All pricing information shall be addressed ONLY in the Price Volume (Volume IV). Prices shall be provided in both; the electronic version of Attachments L- 11, Fully Burdened FFP

Labor Rate Table, and Attachment L-12, Professional Compensation Plan Labor Model.

They shall be provided in Microsoft Excel format. Labor rates shall be rounded to two decimals. For evaluation purposes, all other numbers will be rounded to whole dollars

2.3.5 No Cross-Referencing

a) Each volume shall be written on a stand-alone basis so that its contents may be evaluated without cross-referencing to other volumes of the proposal.

b) Information required for proposal evaluation, which is not found in its designated volume, will be assumed to have been omitted from the proposal.

c) Each response to each Subfactor shall be self-contained. No cross-referencing between

Subfactor responses is allowed.

2.3.6 Tab Indexing

a) Tab indexing shall be used to identify sections within each volume.

b) Tabs for items identified in the Title column of Table 2.2 Proposal Organization shall be utilized.

c) Tabs do not count against the page limitations for their respective volumes.

d) Note: DO NOT include proposal information on tabs.

2.3.7 Table of Contents

a) Table of Contents.

i. Each volume shall contain a detailed table of contents to delineate the subparagraphs within that volume.

b) Master Table of Contents.

i. Volume I, Contracting Documentation, shall contain a consolidation of the individual Tables of Contents for all Volumes (I through IV).

ii. A separate e-file of the Master Table of Contents shall be provided in accordance with Electronic Copy requirements in paragraph 2.3.10.2.

c) The Table of Contents will not count against the page limitations for their respective volumes.

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2.3.8 List of Tables and Figures

a) Each volume shall contain a list of all tables and figures within that volume.

b) The List of Tables and Figures will not count against the page limitations for their respective volumes.

2.3.9 Glossary of Abbreviations and Acronyms

a) Each volume shall contain a glossary of all abbreviations and acronyms used, with an explanation for each.

b) One glossary may be developed for the entire proposal and provided in each volume.

c) Glossaries do not count against the page limitations for their respective volumes.

2.3.10 Proposal Copies

a) All copies of an Offeror’s proposal must be submitted together.

b) All Prime and Team Member(s) information must be incorporated into one coherent submittal.

c) Staples shall not be used.

d) Be sure to apply all appropriate markings including those prescribed in accordance with

RFO 52.215-1(e), Restriction on Disclosure and Use of Data, and RFO 3.104-4, Disclosure, Protection, and Marking of Contractor Bid or Proposal Information and Source

Selection Information.

2.3.10.1 Hard Copies

a) Not required.

2.3.10.2 Electronic Copies

General requirements

(a) All proposals must also be submitted via direct upload to Procurement Integrated

Enterprise Environment (PIEE) at https://piee.eb.mil/sol/xhtml/auth/index.xhtml, and received no later than TBD, Central Time. The Contracting Officer and Contract

Specialists must be granted access to retrieve proposal documents. (See below)

(b) All Offerors intending to submit a proposal in response to this solicitation shall made the necessary steps to self-register for a PIEE user account which is completed no later than

(TBD Central Time). The email request shall include the name of the company, point of contact, phone number and email address. It is the Offeror’s responsibility to follow up with the contracting officer, if they are having issues registering with PIEE. Please refer to attached L-14 entitled “PIEE Solicitation Module Vendor” to upload proposals. The proposal due date and time for this solicitation is TBD, Central time. Proposals received after TBD, Central time will be considered late.

(c) The use of PIEE vendor portal allows for smooth electronic submittals mitigating email bandwidth delays. However, if the PIEE vendor portal is offline anytime within 15 days prior to the proposal submission due date, one of the contingency options found in paragraph

(d)(i) or (d)(ii) below is permissible.

(d) Should the PIEE vendor portal become unavailable on TBD (15 days prior to TBD) through https://piee.eb.mil/sol/xhtml/auth/index.xhtml

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the submission date, Offerors shall use one of the method below. The Proposal shall be received no later than TBD PM Central Time, TBD, via one of the methods below.

i. Encrypted electronic mail: In order to facilitate the sending and receiving of encrypted emails, Offerors must use MS Outlook email configured to support encryption or a different email product that is S/MIME compatible and configured to support encryption. If you intend to submit your source selection information via encrypted email, you will need to contact the Contract Specialist/Contracting Officer

(identified below) in order to exchange certificates used for encryption. To ensure the process is working correctly, send a test encrypted message first (without including any source selection information). It is recommended to test encrypt email correspondence prior to TBD. File suppression utilities, including but not limited to zip files, will not be accepted.

Email to: michael.grasso.3@us.af.mil (Contracting Officer), and mark.ingle.2@us.af.mil (Senior

Contract Specialist).

Subject Line: Source Selection Information – See RFO 2.101 and 3.104. Solicitation Number:

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2.4 Distribution

All originals shall be addressed to the PCO and mailed or hand carried to:

U.S. Postal Service Mail Courier/Parcel Deliveries

Michael I Grasso 772 ESS/PKS

772 ESS/PKS ATTN: Michael I Grasso

2261 Hughes Ave., Suite 163 3515 S. General McMullen, Rm 3026

JBSA Lackland, TX 78236-9853 San Antonio, TX 78226-2018

2.5 Responsibility Determination

The CO is required to make a determination of responsibility IAW RFO FAR 9.1. As part of this determination, the CO may request a Financial Capabilities Assessment from the cognizant Defense

Contract Management Agency (DCMA) Office. Offerors must be determined responsible in order to be eligible for an award.

3. VOLUME I - CONTRACT DOCUMENTATION

3.1 Volume Organization

a) Cover Letter

b) Contact Information

c) Master Table of Contents

d) Table of Contents

e) List of Tables and Figures

f) Glossary of Abbreviations and Acronyms

g) Validity Statement

h) OCI (Organizational Conflict of Interest) Analysis and Mitigation Plan

i) Teaming Arrangements and/or Letters of Intent

j) Exceptions to Solicitation Requirements mailto:mark.ingle.2@us.af.mil

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k) Model Contract: HP, EUL, THPI and UP (SF1449)

l) Representations and Certifications

m) Accounting System

n) Financial Risk Assessment Pre-Review Form (Attachment L-1)

o) Applicable PSC (Product and Service Codes) and UEI (Unique Entity Identifiers)

3.2 Contact Information

The Offeror shall identify the point of contact (POC) in the cover letter [name, phone number and e-mail address] for any questions regarding the submitted proposal and the POC shall have authority to negotiate and bind the company. In addition, include the Offerors CAGE/ EUI information.

3.3 Standard Proposal Information

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

(b) Provide a Table of Contents for Volume I per ITO paragraph 2.3.7.

(c) Provide a List of Tables and Figures for Volume I per ITO paragraph 2.3.8.

(d) Provide a Glossary of Abbreviations and Acronyms for Volume I per ITO paragraph 2.3.9.

3.4 Validity Statement

(a) The cover letter shall include the Offeror’s confirmation that the proposal is valid for 180 days.

(b) The proposal acceptance period is specified in the SF 1449, Page 1, Block 30a of the model contract/solicitation.

3.5 OCI Analysis and Mitigation Plan

(a) If your company (including Prime, Teaming Partners, subcontractors, subsidiaries and legacy companies) performed any related work in the past/present at sites identified in as part of this requirement, the Offeror shall submit identifying information – scope, applicable sites, specific document titles and descriptions, and contract or task order number in Volume

1, Contract Documentation. The Offeror shall identify any potential OCI issues or appearance of any potential OCI your company, (including all Prime contractors, Teaming

Partners, subcontractors, subsidiaries and legacy companies) may have with respect to the scope of effort as outlined in the PWS. OCIs may exist at least in the following three ways:

• Unequal access to information- access to non-public information that gives a contractor an unfair competitive advantage.

• Biased ground rules- when a contractor has in some sense set the ground rules for another procurement action creating the potential that the contractor may have tilted the playing field in the new competition (usually toward its own strengths and away from its weaknesses).

• Impaired objectivity - when the contract requires exercise of judgment and the independence of its judgment may be affected (e.g., when the contractor may be required to evaluate its own work in a way that could be adverse to its economic interests).

(b) If your company did perform past/present related work at the sites for this acquisition, a mitigation plan shall be submitted in Volume 1, Contract Documentation Volume to show how your company will either satisfactorily mitigate or eliminate any potential OCI issues or appearance of any potential OCI. This would include a signed OCI Certification in Volume I confirming prior work on AFCEC/PMP-HELU projects. If an OCI exists, a complete mitigation plan must be included. Unmitigable OCIs will be deemed unawardable prior to tradeoff evaluation If your firm, including all Prime, Teaming Partners, subcontractors, subsidiaries, and

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legacy companies, has not performed any work on the sites included as part of this requirement, then the Offeror must so state.

(c) Any submitted OCI analysis and plan will not be evaluated unless the Offeror is considered the apparent successful Offeror under the evaluation factors listed in this RFP. If the OCI analysis and plan need to be evaluated, the Government will determine if an OCI exists and whether adequate mitigation is proposed. If adequate mitigation is not proposed, the

Government may engage in exchanges with the apparent successful Offeror to determine if the problems with the mitigation plan may be resolved. If an OCI exists that cannot be adequately mitigated, the Government may seek waiver of the OCI issue or may award to another Offeror who does not have an OCI, or who has an OCI and has submitted a mitigation plan that is adequate or may be made so after exchanges between the Government and the Offeror.

3.6 Teaming Arrangements

Provide all Teaming Arrangements for all Team Members to receive credit for performing as a team as required in Volume I, Contracting, ITO, Paragraph 2.1.7.

3.7 Exceptions to Solicitation Requirements

(a) Offerors are required to meet all solicitation requirements, such as terms and conditions, representations and certifications, and technical requirements, in addition to those identified as evaluation factors or Subfactor(s). Failure to meet a requirement may result in an offer being ineligible for award. Offerors shall clearly identify any exceptions to Terms and

Conditions of the model contract. Failure to comply with the terms and conditions of the solicitation may result in the Offeror being removed from consideration for award.

(b) Exceptions taken to terms and conditions of the model contract(s), to any of its formal attachments, or to other parts of the solicitation, shall be identified.

(c) Each exception shall be specifically related to each paragraph and/or specific part of the solicitation to which the exception is taken.

(d) 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.

(e) This information shall be provided in the format and content of Table 3.8. Failure to comply with the terms and conditions of the solicitation may result in the Offeror being removed from consideration for award.

Table 3.8 – Solicitation Exceptions

Solicitation

Document

Paragraph/Page Requirement/Portion Rationale

Contract clause, solicitation paragraph, model contract, 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.

3.8 Model Contract

(a) The purpose of this section is to provide information to the Government for preparing the contract document and supporting file.

(b) The Offeror’s proposal shall include a signed copy of the Standard Form (SF) 1449 Model

Contract. Signature by the Offeror on Block 30a in SF 1449 constitutes an offer, which the

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Government may accept. The "original" copy shall be clearly marked under separate cover.

Only one model contract (one signed SF1449) is needed for the Offeror’s proposal. Do not submit two model contracts if you are proposing more than one TAB.

3.8.1 Representations and Certifications

(a) The Offeror’s proposal shall include a signed copy of the Representations and

Certifications, Section K.

(b) The Offeror may submit a signed copy from the System for Awards Management (SAM) website in lieu of completing the Representations and Certifications included in the model contract.

3.8.2 Attachments for the Model contract

The following is a list of documents which will be made part of the Contract(s) upon award:

(a) Performance Work Statement – Basic IDIQ Applicable TAB or TABs Attachment L-2)

(b) Labor Categories and Definitions (Attachment L-10)

(c) Fully-Burdened FFP Hourly Labor Rates Table applicable TAB or TABs (Attachment L-11)

(d) Small Business Subcontracting Plan (as applicable)

(e) Small Business Participation Commitment

3.8.3 Accounting System

(a) Per RFO 16.301-3(a)(3) – A Firm-Fixed Price (FFP) contract (including Cost-type CLINs) may be used only when the contractor’s accounting system is adequate for determining costs applicable to the contract. The acceptability of an accounting system is determined based upon a pre-award survey.

(b) It is anticipated that Cost-type CLINs will be awarded under any resulting contract and Prime contractors must have an accounting system that has been determined adequate by DCAA for accumulating and reporting incurred costs under cost type contracts in order to receive an award.

(c) The Offeror shall provide evidence of an adequate accounting system as determined by the

DCAA.

(d) All Offerors should complete the Pre-Award Survey of Prospective Contractor Accounting

System Checklist located at http://www.dcaa.mil under the Checklists and Tools tab to ensure understanding of the requirements and to ensure readiness for DCAA to perform an audit if not yet approved.

(e) All Offerors must complete the Pre-Award Audit Registration regardless of whether it has an approved accounting system.

(f) Information concerning DCAA may be found at http://www.dcaa.mil. Specific information concerning requirements for an acceptable accounting system may be found under the menu titled Guidance, Audit Process Overview, “Information for Contractors.”

(g) Offerors without an approved accounting system should contact the Contracting Officer to initiate an accounting system review by DCAA. This request shall be submitted immediately upon receipt of the RFP but no later than 10 days after release of the

RFP. Offerors are encouraged to initiate this process immediately.

http://www.dcaa.mil/ http://www.dcaa.mil/

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(h) An adequate accounting system is not an evaluation criterion. It is a regulatory requirement with a pass/fail determination. A contract may only be awarded to the

Offerors who are determined to have an adequate accounting…