draft SectL FA812520R0026.pdf

Section L – Instructions, Conditions, and Notices to Offerors

1.0 Program Structure and Objective

1.1 The Government plans to award a single contract for the Computer Numerically Controlled Remedial Maintenance (CNC RM) effort. The CNC RM effort provides annual Health Assessments (HA) and Preventative Maintenance (PM) Assessments, and three-tiered Remedial Maintenance (RM) support services for the 16 included Computer Numerically Controlled (CNC) machines located at Tinker AFB. The HA will include a comprehensive check as to the current state of the machine and overall health of all components with a recommendation of items that show significant wear beyond what is expected, and an initial PM assessment with feedback and recommendations for improving the existing PM schedule. Task Orders will be placed for tiered support throughout the contract period of performance. Level 1 support is defined as technical telephone support between the hours of 7:00 AM to 5:00 PM Monday through Friday within four (4) hours of contact by the Government Program Manager (PM). Level 2 support is on-site Contractor support within two (2) business days of contact by the Government PM if Level 1 support was unable to resolve an issue within 8 hours. Level 3 support is Original Equipment Manufacturer (OEM) on-site repair or service support and shall be provided no later than five

(5) business days from the Level 2 assessment and inability to resolve the issue. The Contractor shall be able to provide all services in the PWS via organic or subcontracting efforts for a five year period.

1.2 Award will be made on the basis of best value utilizing Tradeoff Source Selection Procedures. Award will be made to the Offeror that provides the best value to the Government in accordance with (IAW) Section M, Evaluation Factors for Award.

1.3 Funding will be obligated via delivery orders for the basic period and subsequent option periods, if exercised.

2.0 General Instructions

2.1 This section of the Instructions to Offerors (ITO) provides general guidance for preparing proposals as well as specific instructions on the format and content of the proposal. The Offeror’s proposal must include all data and information requested by the ITO and must be submitted IAW these instructions. The offer shall be compliant with the requirements as stated in the Performance Work Statement (PWS) and appendices. Any Offeror who submits an incomplete package may be considered ineligible for award.

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

2.2 The proposal shall 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 rather shall provide convincing rationale and address how the Offeror intends to meet the 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.

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

2.4 The proposal acceptance period is specified in Section A of the contract/solicitation. The Offeror shall make a clear statement in the proposal documentation volume that the proposal is valid until the date specified in Section A of the solicitation.

2.5 In accordance with Federal Acquisition Regulation (FAR) Subpart 4.8 (Government Contract Files), the Government will retain one copy of all unsuccessful proposals. Unless the Offeror requests otherwise, the Government will destroy extra copies of such unsuccessful proposals.

2.6 All or parts of the Offeror’s technical proposal may be added to the contract. Should there be any discrepancies between the technical proposal and the PWS, the PWS will take precedence.

3.0 General Information

3.1 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 at the address located in Section A of the model contract/solicitation.

3.2 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 IAW FAR 15.505. 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. The CO will notify unsuccessful Offerors IAW FAR

15.503. Upon such notification, unsuccessful Offerors may request and receive a debriefing. Offerors desiring a debriefing must make their request IAW the requirements of FAR 15.505 or 15.506, as applicable.

3.3 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 with supporting rationale as well as the remedies the 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 discussions. This reservation includes matters of additional or substitute pages of the initial proposal.

3.4 Electronic Reference Documents

All referenced documents for this solicitation are available on the new Government consolidated beta.SAM web site https://beta.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.

3.5 Amendments to Solicitation

In the event this RFP is amended, all terms and conditions that are not amended remain unchanged and in full force and effect. Offeror’s shall acknowledge receipt of any amendment(s) and provide confirmation upon submission of the Offeror’s proposal. Any unacknowledged amendments in the Offeror’s proposal are subject to solicitation provision FAR 52.215-1(c).

3.6 Submission, Modification, Revision, and Withdrawal of Proposals Proposals and modifications to proposals shall be submitted in sealed envelopes or packages in paper media and electronic media (either CD or DVD) addressed to the CO at the address shown in Section A of the model contract/solicitation, and showing the time and date specified for receipt, the solicitation number, and the name and address of the Offeror.

3.7 Organization/Number of Copies/Page Limits

3.7.1 The Title Page of each volume must show solicitation number, name, address, and telephone and facsimile numbers of the Offeror and electronic e-mail address if available.

3.7.2 A Team List of the Offeror’s primary Point of Contacts shall be submitted in each volume using the format shown in Attachment 2.0 of the ITO.

3.7.3 The Offeror shall prepare the proposal as set forth in the Proposal Organization Table (Table 1 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 1. The attachments identified in the table shall be separately bound in three-ring, loose- leaf binders, as necessary. The contents of each proposal volume are described in the ITO paragraph as noted in the table below.

Table 1 – Proposal Organization

Volume ITO Volume Title Hard Copies/ Disk Copies

Page Limit

I 4.0 Factor 1 - Technical 4/1

3.7.1 Title Page 1

3.7.2 Team List (See Attachment 2.0) 5

3.7.3,

3.7.7 Table of Contents/Indexing Unlimited

3.7.8 List of Tables and Figures Unlimited

3.7.9 Glossary of Abbreviations and Acronyms Unlimited

3.7.10 Requirements Correlation Matrix Unlimited

4.1.3

4.1.4 4.1.5

Subfactor 1 Technical Approach Subfactor 2 Program Management Subfactor 3 Scenario Development

5.0 Factor 2 – Technical Risk 5

II 6.0 Past Performance 4/1 Unlimited

3.7.1 Title Page 1

3.7.2 Team List (See Attachment 2.0) 5

3.7.3,

3.7.7 Table of Contents/Indexing Unlimited

3.7.8 List of Tables and Figures Unlimited

3.7.9 Glossary of Abbreviations and Acronyms Unlimited

6.0, 6.3.1, 6.3.2

Present/Past Performance Information Forms (PPIF) (See Attachment 1.1) to include the Relevant Contract Narrative

Request no more than 10 pages/contract

6.1 Consent Letter (See Attachment 1.4) See 5.1

6.1 Client Authorization Letters (See

Attachment 1.5) See 5.1

6.2 Present/Past Performance Questionnaires (See

Attachment 1.2)

Tab Only

6.3.3 Roadmap 2

III 7 Price Proposal 2/1

3.7.1 Title Page 1

3.7.2 Team List (See Attachment 2.0) 5

3.7.3,

3.7.7 Table of Contents/Indexing Unlimited

3.7.8 List of Tables and Figures Unlimited

3.7.9 Glossary of Abbreviations and Acronyms Unlimited

7.1 General Instructions Unlimited

7.4 Volume Organization Unlimited

7.4 Section 1 Unlimited

7.4 Section 2 Unlimited

7.4 Section 3 Unlimited

IV 8 Contract Documentation 2/1 Unlimited

3.7.1 Title Page (SF1449) 1

3.7.2 Team List (See Attachment 2.0) 5

3.7.3,

3.7.7 Table of Contents/Indexing Unlimited

3.7.8 List of Tables and Figures Unlimited

3.7.9 Glossary of Abbreviations and Acronyms Unlimited

8.1 Request for Proposal (RFP) (future Model

Contract)/Representations and Certifications Unlimited

8.1.5 Representations and Certifications Unlimited

8.2 Exceptions to Solicitation Requirements Unlimited

8.3.2 Contact Information Unlimited

8.3.3 Small Business Subcontracting Plan As required by

applicable clauses

3.7.4 Page Limitations

Page limitations shall be treated as maximums. If exceeded, the excess pages will not be considered in the evaluation of the proposal. Page limitations may also be placed on responses to Evaluation Notices (ENs). The specified page limits for EN responses will be identified in the letters forwarding the ENs to the Offerors. Each page shall be counted except the following: blank pages, title pages, tables of contents, tabs, indexes, glossaries, and those noted in the Proposal Organization chart as unlimited.

3.7.5 Pricing Information

All pricing information shall be addressed ONLY in the Price Proposal and Contract Documentation volumes. Price trade-off information, work hour estimates, and material kinds and quantities may be used in other volumes only as appropriate for presenting rationale for alternatives or design and trade-off decisions.

3.7.6 Cross Referencing

The Technical 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. Information required for the technical evaluation, which is not found in the Technical volume, will be assumed to have been omitted from the proposal, and will not be considered in the technical evaluation. Cross-referencing within a proposal volume is permitted when its use would conserve space without impairing clarity. The Past Performance and Price Proposal volume evaluations will utilize information from each respective volume for the evaluation, but may also utilize information from other volumes as well.

3.7.7 Indexing

Each volume shall contain a more detailed table of contents to delineate the subparagraphs within that volume. Tab indexing shall be used to identify sections.

3.7.8 Tables and Figures

Include an indexed list of Tables and Figures

3.7.9 Glossary of Abbreviations and Acronyms

Each volume shall contain a glossary of all abbreviations and acronyms used, and with an explanation of each. Glossaries do not count against the page limitations for their respective volumes.

3.7.10 Requirements Correlation Matrix

The Offeror shall complete the Requirements Correlation Matrix provided in Table 2 that will indicate the corresponding proposal paragraph in each volume which addresses the referenced item.

Table 2 – Requirements Correlation Matrix

Reference PWS Section

L Section

M Proposal

Location (Vol & Para)

VOLUME I - TECHNICAL

Technical (Factor 1)

Subfactor 1 Technical Approach

1.3, 1.3.1, 1.3.2, 1.3.3, 1.3.4

4.1.3 2.2.1

Subfactor 2 Program Management

1.3.1, 1.3.2, 1.3.3, 1.3.4, 1.15, 1.17, 1.20,

4.1.5 2.2.3

Subfactor 3 Scenario Development

1.3.2, 1.3.3, 1.3.4, 1.5, 1.6, 1.7, 1.8, 1.14

4.1.4 2.2.2

Technical Risk (Factor 2) N/A 5.0 2.3

VOLUME II - PAST PERFORMANCE

(Factor 3)

N/A 6.0, 6.3.1, 6.3.2

2.4

VOLUME III - PRICE (Factor 4) N/A 7.0 2.5

3.10 Page Size and Format

3.10.1 A page is defined as each face of a sheet of paper containing information. When both sides of a sheet display printed material, it shall be counted as two pages. Page size shall be 8.5 X 11 inches, not including foldouts. Page line spacing shall be 1.5 lines. Except for the reproduced sections of the solicitation document, the text size shall be no less than Arial 12 points. Tracking, kerning, and leading values shall not be changed from the default values of the word processing or page layout software. Use at least 1 inch margins on the top and bottom and ¾ inch side margins. Pages shall be numbered sequentially by volume. These page format restrictions shall apply to responses to ENs. These limitations shall apply to both electronic and hard copy proposals.

3.10.2 Legible tables, charts, graphs, and figures shall be used wherever practical to depict organizations, systems and layout, implementations schedules, plans, etc. These displays shall be uncomplicated and shall not exceed 11 X 17 inches in size. Foldout pages shall fold entirely within the volume and count as a single page. Foldout pages may only be used for large tables, charts, graphs, diagrams and schematics; not for pages of text. The following limitation only applies to the Technical volume. Text intended for evaluation within all figures, charts, tables, and graphs, to include imbedded images, shall be no less than Arial 8-pt.

These limitations shall apply to both electronic and hard copy proposals. Any text within figures, charts, tables, and graphs which do not meet this requirement will not be considered in the evaluation. These limitations shall apply to both electronic and hard copy proposals.

3.11 Binding and Labeling

Each volume of the proposal should be separately bound in a three-ring, loose-leaf binder permitting the volume to lie flat when open. Staples shall not be used. A cover sheet should be bound in each book, clearly marked as to volume number, title, copy number, solicitation identification and the Offeror’s name. The same identifying data shall be placed on the spine of each binder. All unclassified document binders shall have a color other than red or other applicable security designation colors. Be sure to apply all appropriate markings including those prescribed IAW FAR 52.215-1(e), Restriction of Disclosure and Use of Data, and FAR 3.104-4, Disclosure, Protection, and Marking of Contractor Bid or Proposal Information and Source Selection Information.

3.12 Electronic Offers

The content and page size of electronic copies should be identical to the hard copies. In such cases where a discrepancy exists between the written hard copy and electronic copy, a clarification EN may be issued to allow Offerors the opportunity to make both versions consistent with each other. For electronic copies, indicate on each Compact Disc Read Only Memory (CD-ROM) the volume number and title.

Use separate files to permit rapid location of all portions, including subfactors, required plans, exhibits, appendices, and attachments, if any. The Offeror shall submit volumes I through IV in electronic format. Each volume shall be submitted on a separate CD. If files are compressed, the necessary decompression program must be included. The electronic copies of the proposal shall be submitted in a format readable by Microsoft (MS) Word, MS Excel, and MS Power Point 2013 or newer or searchable

PDF.

3.13 Distribution

The “original” proposal shall be clearly identified. Proposals shall be addressed to the Contracting Officer and mailed to:

DEPARTMENT OF THE AIR FORCE OFFICE: AFSC/PZIMA

ATTN: Ms. Carrie Brown 3001 Staff Dr, Post 2S76 Tinker AFB OK 73145-3020 Telephone: 405-734-7863 Email: Carrie.Brown.8@us.af.mil

4.0 Factor 1 – Technical

The Technical volume should be specific and complete. Legibility, clarity, and coherence are very important. Your responses will be evaluated against the Technical Subfactors defined in Section M, Evaluation Factors for Award. Using the instructions provided below, provide as specifically as possible the actual methodology you would use for accomplishing/satisfying these subfactors. All the requirements specified in the solicitation are mandatory. By your proposal submission, you are representing that your firm will perform all the requirements specified in the solicitation. It is neither necessary nor desirable for you to tell us so in your proposal. Do not merely reiterate the objectives or reformulate the requirements specified in the solicitation.

4.1 Format and Specific Content

4.1.1 Technical

In the Technical volume, address your proposed approach to meeting the minimum performance or capability requirements of each technical subfactor.

4.1.2 Volume Organization

The Technical volume shall be organized according to the outline provided in Table 1.

4.1.3 Subfactor 1: Technical Approach

The Offeror shall provide a Technical Approach for the CNC RM program. As a minimum, the approach shall provide the following essential elements:

a) Provide an approach describing the Offeror’s test and evaluation processes, tools, and reporting methods to develop and present the annual Health Assessments and Preventative Maintenance Assessments, including the methodology for analysis of initial PM Assessment and recommendations for improving existing PM Schedule IAW PWS (PWS 1.3.1, 1.4)

b) Provide an approach to providing Level 1 Remedial Maintenance to support the CNC RM effort. As a minimum, the approach should provide the process for telephonic support, as well as a description of appropriate skills, certifications, and training for personnel assigned to Level 1 CNC RM efforts.

c) Provide an approach to providing Level 2 Remedial Maintenance to support the CNC RM effort. As a minimum, the approach should provide the process for diagnosis, repair, tests, calibration, or elevation processes, as well as appropriate skills, certifications, and training for personnel assigned to Level 2 CNC RM efforts.

d) Provide an approach to providing Level 3 Remedial Maintenance to support the CNC RM effort. As a minimum, the approach should provide the process for obtaining and managing OEM subcontract support, as well as a description of appropriate personnel skills or certifications for Level 3 CNC RM efforts.

4.1.4 Subfactor 2: Program Management

The Offeror shall provide an approach for Program Management approach for the CNC RM program.

As a minimum, the approach shall provide the following essential element:

a) Provide an approach describing how the Offeror will establish and maintain relationships with the required Original Equipment Manufacturers required for Level 3 subcontract opportunities. As a minimum, the approach must include the methodology to comply with PWS timelines for estimates, repairs, and service reports. (PWS 1.3.4, 3.3)

b) Provide a personnel management plan. As a minimum, the plan must address how the Offeror intends to include all the skillsets required per PWS requirements, for both on-site and potential offsite activities to provide the required Level 1, 2, and 3 Remedial Maintenance Support. The Offeror shall also describe the personnel’s level of experience and/or qualifications to meet the PWS requirements. (PWS 1.3.2, 1.3.3, 1.3.4, 1.20)

c) Provide an approach and plan for providing skilled labor to provide subcontracting to Small

Businesses for each year IAW Small Business Subcontracting Plan requirements (FAR 52.219-9 and DFARS 252.219-7003).

4.1.5 Subfactor 3: Scenario Development

The Offeror shall provide an approach to address the specified scenarios for Remedial Maintenance as presented in each summary below IAW PWS 1.3.2, 1.3.3, and 1.3.4. Detailed examples of reports or test analyses are not required, but an explanation of technical steps or approach to diagnose, repair, test, calibrate (if necessary), and return to service with requests for appropriate reporting approval/reports is desired.

a) Scenario One: Spindle Repair: A machine tool used to produce components for aircraft systems is not performing to its expected level of accuracy. The operator has been noticing excess noise coming from the spindle area of the equipment and suspects that it could be related to bearing or gear failure.

Assumptions When the operator is running the equipment it is louder than normal.

Plant maintenance has checked all fluid levels and they are within normal range.

Machine accuracy is not up to required level.

Task Develop a course of action to return the machine tool to full operational status. Describe your actions after initial diagnosis of the “broken” machine tool. Identify and provide rationale for processes, parts procurement, any required test equipment and/or materials required in your approach. Identify any work performed by a sub-contractor. Identify and describe your assumptions, trade-offs considered and any risks associated with your approach. Describe the equipment and process that might be used for alignment and accuracy checks.

b) Scenario Two: Tool Changer Failure: A 5-axis machining center is giving errors associated with the tool changer. Operator has been having to make multiple attempts to ensure the correct tool is in place and secure.

The equipment functions after the correct tool is loaded secure.

Plant maintenance has performed all the required PMs and found nothing wrong.

Tool changer was rebuilt 5 years ago.

Task Develop a course of action to return the tool changer to full operational status. Describe your actions after troubleshooting. Identify and provide rationale for processes, parts procurement, any required test equipment and/or materials required in your approach. Identify any work performed by a sub-contractor. Identify and describe your assumptions, trade-offs considered and any risks associated with your approach.

c) Scenario Three: HMI Touchscreen Repair: A piece of CNC equipment has a HMI touchscreen that is intermittently non-functioning. When HMI is working, the equipment functions correctly. Occasionally a power cycle will cause the HMI to start functioning again.

The HMI is custom designed to fit into the tight accommodations of the control cabinet and not commercially available.

Failure is intermittent No other knowledge is known.

Task Develop a course of action to troubleshoot and return the ECU to full operational status.

Identify and provide rationale for processes, parts procurement, any required test equipment and/or materials required in your approach. Identify any work performed by a sub-contractor.

Identify and describe your assumptions, trade-offs considered and any risks associated with your approach.

5.0 Factor 2 – Technical Risk

The offeror is provided the opportunity to address technical risk associated with those aspects of the Offeror’s proposed technical approach for Factor 1 Technical, Subfactor 3 – Scenario Development.

Subfactor1 – Technical Approach and Subfactor 2 – Program Management will not be evaluated for Technical Risk. The offeror shall address all technical risks the offeror considers to have potential for disruption to schedule, degradation of performance, the need for increased Government oversight, or the likelihood of unsuccessful contract performance. For each risk identified, the Offeror shall provide the rationale for each risk, including quantitative estimates; potential impacts on schedule and performance;

and the potential of each risk to interfere with or prevent the successful accomplishment of contract requirements.

6.0 Factor 3 – Past Performance

Each Offeror shall submit a Past Performance volume with its proposal, containing past performance information IAW the format contained in Attachment 1.1 of the ITO. The Past Performance volume shall include a team list, which includes the prime contractor, all significant subcontractors, teaming partners, and/or joint venture partners proposed to perform the work outlined in the solicitation. The Offeror shall describe the portion of the effort each team member is proposed to perform in relation to the Factor 1 Technical subfactors, Factor 4 Price, and Scope, Magnitude, and Complexity. The Government Past Performance Evaluation Team (PPET) evaluates each member of the Offeror’s team for relevancy and performance, based on its proposed portion of effort. Therefore, it is important for the Offeror to provide a detailed portion of effort description, in order for the PPET to conduct an accurate assessment. Offerors shall also provide approximate percentages for portion of effort for each team member. For the Past Performance evaluation, the Government will use data provided by the Offeror in the Past Performance volume, as well as data obtained from other sources.

Offerors shall also complete a table similar to the one below, identifying what each team member is proposed to perform and the percentage of that work, if applicable. This information is especially critical, as the PPET will give consideration to the portion of effort accomplished on previous/current contracts compared to the portion to be performed on the proposed effort (Section M, Evaluation Factors for Award, para 2.4.2.2). Therefore, ensure this information is readily available in this table to assist the PPET in performing their evaluation.

Prime/Subcontractor Name

Subfactor 1:

Technical Approach

Subfactor 2: Program Management

Subfactor 3: Scenario Development

6.1 Consent Letter

Along with the information required in this paragraph, the Offeror shall submit a consent letter (Attachment 1.4) executed by each subcontractor, teaming partner, and/or joint venture partner, authorizing release of adverse past performance information to the Offeror so the Offeror can respond to such information. For each identified effort for a commercial customer, the Offeror shall also submit a client authorization letter (Attachment 1.5) authorizing the release to the Government of requested information on the Offeror’s performance.

6.2 Early Proposal Information

Each Offeror is requested to submit the Past Performance volume 15 calendar days prior to the solicitation closing date. Early submission of the Past Performance volume is a request and not a requirement. Failure to submit early proposal information will not result in Offeror disqualification, nor will Offerors be penalized.

As soon as practicable, Offerors shall complete Section 1 of the attached Past Performance Questionnaire (Attachment 1.2) and e-mail it and the Performance Questionnaire Letter (Attachment 1.3) to all points of contact (POCs) the Offeror has listed in the PPIF (Attachment 1.1). The POCs will complete the questionnaires and forward them by e-mail, directly to the CO at Carrie.Brown.8@us.af.mil. RESPONDENTS TO THE QUESTIONNAIRES SHALL NOT SEND THE COMPLETED INFORMATION SHEETS BACK TO THE OFFEROR. Offerors shall not follow-up with respondents to ensure they have completed the questionnaires. The CO and/or PPET will conduct such follow-up with any POC as necessary.

6.3 Recent and Relevant Contracts

6.3.1 The Offeror shall provide Past Performance Information (PPI) on current or previous contracts (or efforts). The PPI shall be completed IAW Attachment 1.1 Section L, Past Performance Information Form (identified in this document as “PPIF”). The Offeror shall submit PPIFs for contracts which include all or some performance within the past three years, as defined in Section M, para 2.4.2.1 Recency Assessment. Request each Offeror submit up to three (3) PPIF forms for the prime Contractor and up to three (3) for each significant subcontractor/teaming partner. A significant subcontractor is defined as a contractor who is proposed to perform over 10% of the total contract value, or a contractor who is proposed to perform less than 10% of the total effort, but is determined to be performing a critical function.

NOTE: The requested number of PPIFs for the prime and subcontractors are preferences, and not requirements. Offerors may submit more than the preferred number, if the Offeror believes the extra contracts are needed to fully describe their relevancy. Offerors who submit less than the preferred number of PPIF are not automatically assigned a “Neutral Confidence” rating. Fewer numbers may be acceptable if the Government determines there is sufficient information to determine a confidence rating. Request each PPIF not exceed a target of eight (8) pages, although more or less may be submitted, if necessary and relevant to the CNC RM effort.

6.3.2 PPIF Relevant Contract Narrative

For each PPIF, the Offeror shall provide a narrative explaining what aspects of the contract are deemed relevant to the proposed effort, and to what aspects of the proposed effort they relate. Specifically, the narrative should focus on similarities to the Factor 1 Technical subfactors, Factor 4 Price, and Scope, Magnitude, and Complexity, as defined in Section M, para 2.4.2.2 and should be tailored to the proposed portion of effort. Categorize the relevant information into the specific technical subfactors and price assessment used to evaluate the proposal. The narrative may include a discussion of efforts accomplished by the Offeror to resolve problems encountered on prior contracts as well as past efforts to identify and manage program risk. Merely having problems does not automatically equate to a Limited or No Confidence rating, since the problems encountered may have been on a more complex program, or an Offeror may have subsequently demonstrated the ability to overcome the problems encountered. The Offeror shall clearly demonstrate management actions employed in overcoming problems and the effects of those actions, in terms of improvements achieved or problems rectified. This may allow the Offeror to be considered a higher confidence candidate. For example, submittal of quality performance indicators or other management indicators that clearly support that an Offeror has overcome past problems is required. The Offeror is requested to limit the narrative to a maximum of five

(5) pages.

6.3.3 Organizational Structure Change History

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 past efforts or between the conclusion of recent past efforts and this source selection. As a result, it is sometimes difficult to determine what past performance is relevant to this acquisition. To facilitate this relevancy determination, Offeror’s shall include a “roadmap” describing all such changes in the organization of the Offeror’s company. A pamphlet or other commercial document describing such reorganizations may suffice. 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 Government intends to consider past performance information provided by other sources as well as that provided by the Offeror(s), the “roadmap” should be both specifically applicable to the efforts identified, yet general enough to apply to efforts on which the Government receives information from other sources.

7.0 Factor 4 - Price

7.1 General Instructions

In the Price Proposal volume, the Offeror shall provide the following information in addition to the Part I – The Schedule, Section B – Supplies or Services data included in the solicitation. These instructions are to assist in submitting information required to evaluate the reasonableness, balance, and realism of your proposed price. Compliance with these instructions is mandatory and failure to comply may result in rejection of your proposal.

Information beyond that required by this instruction shall not be submitted, unless you consider it essential to document or support your price position. All information relating to the proposed price including all required supporting documentation must be included in the section of the proposal designated as the Price Proposal volume. Under no circumstances shall this information and documentation be included elsewhere in the proposal. Offerors shall input their pricing information in Part I - The Schedule, Section B – Supplies or Services and Prices/Costs of the model contract.

7.1.1 Rounding

All proposed dollar amounts shall be rounded to the nearest cent. If any pricing proposal deviates from this format, the Government will apply the specified format to determine the extended pricing and Total Evaluated Price (TEP).

7.1.2 Pricing Information Requirements

FAR 15.4 applies as appropriate. Specifically, FAR 15.404-1 applies regarding proposal analysis. Price analysis techniques shall be utilized to ensure fair and reasonable pricing IAW FAR 15.404-1(b).

Providing information to assist with pricing evaluation to further support proposed pricing will expedite the source selection process.

In accordance with FAR 15.403-3(b), prices based on adequate price competition do not require submission of cost or pricing data. In accordance with FAR 15.403-3(a), however, information other than cost or pricing data may be required to support price reasonableness. FAR 15.403-3(a)(1) provides for obtaining information other than cost or pricing data if needed to determine price reasonableness.

Therefore, the FAR does not preclude the requirement for obtaining other than cost or pricing data under certain circumstances and the Government reserves the right to obtain data as appropriate.

7.1.3 Total Evaluated Price

Offerors shall complete prices in the Part I - The Schedule, Section B – Supplies or Services. Offerors must ensure all required proposed pricing is provided in the Schedule, ensuring all periods of performance are priced.

For evaluation purposes only, the solicitation will use an estimated 100 hours per Time and Material CLIN per year. This is an estimate created for evaluation purposes only. The Total Evaluated Price (TEP) will be calculated by taking the Offeror’s proposed fully burdened fixed labor rate (a fill-in blank in the CLIN Description column in Schedule B of the SF1449) and multiplying this fixed labor rate by the evaluation only estimated hours per CLIN task (100 hours) to determine each CLIN pricing. The sum of CLINs for all the entire period of performance will become the TEP.

7.2 Pricing Support Information

7.2.1 Estimating, Purchasing, and Accounting Systems

Offeror is required to provide a summary as well as status of the estimating system, purchasing system, and accounting system and provide an explanation of any deviations used in the development of the Price Proposal volume. If there are no deviations then state accordingly in Section 2 of the Price Proposal volume.

7.2.2 Estimating Techniques and Past Experience

Provide a brief explanation of the methodology used to estimate costs/prices in the development of the Offeror’s proposed pricing. Where price estimates are based on past experience, identify the past experience; explain how the past experience relates to the current effort including similarities and differences and how price data available from the past experiences was adapted to the current effort pricing.

7.2.3 Price Assumptions Used in Development of Proposed Pricing All significant assumptions, scope limitations and/or qualifications affecting the pricing proposal shall be addressed and explained. If there are no proposed price assumptions then state accordingly in Section 1 of the Price Proposal volume.

7.2.4 Proposed Price Reduction per Corporate/Management Decision If proposed prices to perform the proposed effort have been decreased due to a management decision, provide a summary of the reduction by major pricing element (e.g., material, labor, overhead, etc.).

Also, provide complete rationale for the reduction. Provide the estimated dollar and percentage of the reduction, explaining how such reductions are ensured not to increase performance risk to the government. If the Offeror has not proposed any price reductions then state accordingly in Section 1 of the Price Proposal volume.

7.3 Price Reasonableness, Balanced Pricing, and Price Realism Offeror’s pricing proposal will be evaluated for price reasonableness and balance for all CLINs. All CLINs will be reviewed for price realism to ensure adequate understanding of the requirement.

7.3.1 Price Reasonableness

Reasonableness is based on an overall evaluated proposed price and must represent a price to the government a prudent person would pay in the conduct of competitive business. Normally, price reasonableness is established through adequate price competition, but may also be determined through other price analysis techniques. It shall be noted that completeness is one aspect of price reasonableness.

For completeness, Offerors must provide unit prices for all listed items in the Pricing Matrix (Attachment 3). Incomplete proposals (without required unit prices) may render an Offeror’s proposal ineligible for award. To assist in the price reasonableness assessment Offerors are required to provide supporting explanation/rationale as outlined in this ITO.

7.3.2 Balanced Pricing

The Offeror is cautioned against submitting an offer which exhibits unbalanced pricing. Unbalanced pricing may increase performance risk and could result in payment of unreasonable or unrealistic prices.

Unbalanced pricing exists when, despite an acceptable TEP, the price of one or more CLINs is significantly over or understated as indicated by application of price analysis techniques such that there is reasonable doubt the offer would result in the lowest overall price to the government, even though it is the lowest TEP. Also, an offer could be so grossly unbalanced that acceptance of the offer would be tantamount to allowing an advanced payment.

For this acquisition, balanced pricing is determined with respect to separately priced CLINs or significantly unexplained price variances from year-to-year. Unexplained price variances from year-to-year could suggest unbalanced pricing. If what happens to be unbalanced pricing is due to sound rationale associated with, for example, the proposal’s technical approach, Offerors shall provide an explanation to account for any pricing that appears unbalanced.

Offerors shall provide rationale for any proposed CLIN price increase greater than five percent from one performance period to the next, or any proposed CLIN price decrease from one performance period to the next.

7.3.3 Price Realism

The Government will evaluate proposals for price realism to determine whether proposed prices are based on an adequate understanding of contract requirements. Offerors shall provide sufficient rationale describing how prices were developed (such as assumptions, historical data, projections, expertise, management decisions, etc.). All proposed prices shall be sufficient and adequately proposed to ensure performance is not at risk with prices proposed too low.

7.3.4 Proposed Fixed Rates

Part I - The Schedule, Section B – Supplies or Services includes Time and Material CLINs X002, X003, and X004, which require fully burdened hourly labor rates, as well as Firm Fixed Price CLINs X001.

Proposed rates shall be provided for each year of the performance period.

All rates shall be proposed as Fixed-Priced (FP) rates. FP rates are those rates proposed for all performance periods and are considered fixed at the proposed amount. These rates shall not be exceeded. Offerors are to indicate their understanding of proposed ceiling rates, acknowledging that such rates will apply to out-years (period of performance beyond year one of the basic period) in the future despite what current actuals are running at the time.

7.3.5 Probable Subcontractors and Subcontractor Pricing

Submit a list of the proposed probable subcontractors and inter-divisional transfers showing (a) the supplier, (b) description of effort, and (c) type of contract. As Prime Contractor, documentation is required to demonstrate Subcontractor quotes are considered fair and reasonable. Include a detailed description of your process/methodology for evaluating Subcontractor pricing and a determination of subcontractor proposed prices as fair and reasonable. Offerors are required to provide an explanation of how indirect costs (Including Material Handling costs), General and Administrative (G&A) and profit are applied to Subcontractor proposed prices and whether all Subcontractor costs, including indirect rates (particularly Material Handling rates), G&A, and profit are included as a total subcontract amount (i.e., Prime treats all Subcontractor/vendor costs as their direct cost to which the Prime applies their own indirect costs, G&A, cost of money (COM) and profit).

7.3.6 Service Contract Labor Standards (SCLS)

It is the responsibility of the Offeror and the subsequent contract awardee to comply with the SCLS. In Section 3 of the Price Proposal volume, a table shall be provided conforming (linking) the Offeror’s proposed job categories/skill levels considered subject to the SCLS with the job categories/skill levels of the regional Area Wage Determination (AWD). This cross-reference provides a tie between the labor categories/skill levels proposed and the labor categories/skill levels listed in the SCLS AWD.

7.3.7 Government Furnished Property/Equipment/Material (GFP/GFE/GFM) Provide assumptions regarding usage of all GFP/GFE/GFM as reflected in your pricing proposal.

7.3.8 Other Documentation

Other documentation considered by Offerors to be essential for support of proposed prices shall be presented in Section 3 of the Price Proposal volume. For the Firm Fixed Price efforts on this contract, all risk associated with fluctuations in Estimated Quantities, subcontractor pricing at all tiers, market changes, etc. is to be considered and priced into the proposed prices. Offerors shall be held to their proposed pricing.

7.3.9 Submission of Pricing

Submit the completed CLIN pricing in Part I – The Schedule, Section B – Supplies or Services in the model contract in support of the proposed TEP. The fixed rates within the CLIN prices should include all labor hours/rates, material costs, indirect rates, and fee as applicable to support the proposed price.

Any price model submitted must be consistent with your approved estimating system and must duplicate the logic and mathematical formulae reflected in the paper copy of your proposal in the Price proposal volume. Any deviation must be fully explained. All unit prices for each CLIN which requires proposed pricing must be provided. Price models submitted must comply with the following format requirements:

Data Files Should:

(a) Be submitted on a CD/ Digital Video Disc (DVD).

(b) Be in .XLS file format (MS-Excel 2013 or earlier) compatible format

7.4 Volume Organization

The Price Proposal volume shall consist of the following sections along with a Table of Contents

SECTION 1 Include your rationale in response to the following paragraphs in Section 1:

7.2.1 – Estimating System

7.2.2 – Purchasing System

7.2.3 – Accounting System

7.2.4 – Explanation of Specific Estimating Techniques and Methods

7.2.5 – Past Experience Basis of Estimate

7.2.6 – Price Assumptions Used in Development of Proposed Pricing

7.2.7 – Proposed Price Reduction per Corporate/Management Decision

SECTION 2 – Include your response to the following paragraphs in Section 2:

7.3.1 – Price Reasonableness

7.3.2 – Balanced Pricing

7.3.3 – Price Realism

7.3.4 – Proposed Fixed Labor Rates

SECTION 3 – Include your response to the following paragraphs in Section 3:

7.3.5 – Probable Subcontractors and Subcontractor Pricing

6.3.6 – GFP/GFE/GFM

6.3.7 – Other Documentation

6.3.8 – Copy of Part I – The Schedule, Section B – Supplies or Services

8.0 Contract Documentation

8.1 Model Contract/Representations and Certifications

The purpose of this volume is to provide information to the Government for preparing the contract document and supporting file. The Offeror’s proposal shall include a signed copy of the RFP, which will become the Model Contract (SF 1449), and Sections A through K (omitting Sections L and M), and containing the data required by paragraphs 7.1.1 through 7.1.5.

8.1.1 Solicitation/Contract Form

Complete Blocks 17 and signature and date for Block 30 of the SF 1449. Signature by the Offeror on the SF 1449 constitutes an offer, which the Government may accept. The “original” copy should be clearly marked under separate cover and should be provided without any punched holes.

8.1.2 Deliveries or Performance

The Offeror’s proposal shall be based on the Government’s delivery dates set forth in the solicitation.

8.1.3 Contract Clauses

The Offeror shall provide required information to complete clauses as required.

8.1.4 Representations and Certifications

The Offeror shall complete the annual representations and certification electronically via the System for Award Management (SAM) website https://www.sam.gov/portal/public/SAM/. After reviewing the SAM database information, the Offeror verifies by submission of this offer that the representations and certifications currently posted electronically at FAR 52.204-8, Offeror Representations and Certification

– Annual Representations and Certifications are correct.

8.2 Exceptions to Solicitation Requirements

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 subfactors. Failure to meet a requirement may result in an offer being ineligible for award. Should the Offeror make any exceptions in developing/submitting their proposal, they must clearly identify any exception to the solicitation terms and conditions and provide complete accompanying rationale. Each exception shall be specifically related to each paragraph and/or specific part of the solicitation to which the exception is taken. Provide rationale in support of the exception and fully explain its impact, if any, on the performance, schedule, price, and specific requirements of the solicitation. This information shall be provided in the format and content of Table 3. Offerors are cautioned the Government could determine any identified exceptions to be unacceptable, which would make the proposal ineligible for award.

Table 3 Solicitation Exceptions

Solicitation Document

Page/Paragraph Requirement/Portion Rationale

SOO, SOW, SPEC, Applicable Page and Identify the Describe why the Model Contract, ITO, Paragraph Numbers requirement or requirement can/will etc. portion to which not be met exception is taken

8.3 Other Information Required

8.3.1 Ombudsman

An Ombudsman has been appointed to hear concerns from Offerors or potential Offerors during the proposal development phase of this acquisition. The Ombudsman for this acquisition is AFSC/PZC, located at Tinker AFB. This does not diminish the authority of the program director or CO, but communicates Offeror concerns, issues, disagreements and recommendations to the appropriate Government personnel. When requested, the Ombudsman shall maintain strict confidentiality as to the source of the concern. The Ombudsman does not participate in the evaluation of proposals or in the source selection process; interested parties are invited to call AFSC/PZC at 405-736-3273.

8.3.2 Authorized Offer Personnel

Provide the name, title, and telephone number of the company/division point of contact regarding decisions made with respect to your proposal and who can obligate your company contractually. Also, identify those individuals authorized to negotiate with the Government.

8.3.3 Small Business Subcontracting Plan

If the Offeror is other than a small business, the Offeror shall submit a Small Business Subcontracting Plan IAW FAR 52.219-9 that also identifies and specifies the extent of Offeror’s commitment to the participation of small businesses (SB), whether as joint venture members, teaming arrangements partners, mentor/protégé, or subcontractors. If applicable, submit a copy of your approved Master Plan.

The subcontracting plan must detail the roles the small businesses will fulfill. In the event the Offeror has negotiated a comprehensive subcontracting plan pursuant to DFARS 219.702, the Offeror must submit the information that identifies and specifies the extent of its commitment to the participation of SBs. IAW DFARS 219.705-4, any small disadvantaged business (SDB) goal of less than 5% of the total subcontracted dollars shall be justified. The contractor’s expressed targets will be incorporated into and become part of the contract.

ITO ATTACHMENTS

PAST PERFORMANCE PACKAGE ATTACHMENT

ITO Attachment – 1.1 PAST AND PRESENT PERFORMANCE INFORMATION FORM (PPIF) ITO Attachment – 1.2 PAST AND PRESENT PERFORMANCE QUESTIONNAIRE ITO Attachment – 1.3 SAMPLE QUESTIONNAIRE COVER LETTER ITO Attachment – 1.4 SAMPLE CONSENT LETTER ITO Attachment – 1.5 SAMPLE CLIENT AUTHORIZATION LETTER ITO Attachment – 2.0 PROPOSED TEAM LIST

ITO ATTACHMENT 1.1

PAST AND PRESENT PERFORMANCE INFORMATION FORM

Provide the information requested in this form for each contract being described. Provide frank, concise comments regarding your performance on the contracts you identify. Provide a separate completed form for each contract submitted. Request each Offeror submit three (3) PPIF for the prime Contractor and 3 for each significant subcontractor/teaming partner.

A. Offeror Name (Company/Division):

CAGE Code: DUNS Number:

(NOTE: If the company or division performing this effort is different than the Offeror or the relevance of this effort to the instant…