DRAFT_RFP_Sections_L_and_M.pdf

SP3300-16-R-5003

L-20 PROPOSAL PREPARATION REQUIREMENTS

1. Organization/Number of Copies/Page Limits: The Offeror shall prepare the proposal as set forth in the Proposal

Organization Table below. The titles and contents and number of copies required for each volume are defined in this table. Proposals shall be submitted as four (4) separate volumes as follows:

VOLUME TITLE

PAPER

COPIES

CD’s

PAGE

LIMITATION

I Solicitation, Offer and Award Documents (SF-33) Original

& 1 Original N/A

Tab 1 Cover Letter and Section A (SF-33)

Tab 2 Section B (Supplies or Services and Prices/Costs)

Tab 3 Section K (Representations, Certifications, and Other Statements of Offerors or Respondents)

II Evaluation Factor 1: Performance Confidence Assessment Proposal Original

& 3 Original 40

III Technical Proposal Original

& 4 Original 100

Tab 1 Evaluation Factor 2: Management, Organizational, Staffing and Training Approach

Subfactor (a): Management and Organizational Approach

Subfactor (b): Staffing and Training Approach

Tab 2 Evaluation Factor 3: Transition and Distribution Operations Approach

Subfactor (a): Transition Approach

Subfactor (b): Distribution Operations Approach

*Note that the page limitation for the Volume III Technical Proposal is 100 pages; however, resumes and letters of intent are not included in this page limitation.

IV Cost Proposal Original & 2 Original N/A

2. Page Limitations: The page limitations for each proposal volume shall be treated as the maximum number of pages allowable. If an offer exceeds the maximum number of pages, the excess pages of the proposal will not be read or considered in the evaluation of the proposal. When both sides of a sheet display printed material, it will be counted as 2 pages.

3. Cross-Referencing: Each volume shall be written on a stand-alone basis so that its contents may be evaluated with the minimum of cross-referencing to other volumes of the proposal. Information required for proposal evaluation which is not found in its designated volume will be assumed to have been omitted from the proposal. Cross-referencing within a proposal volume is permitted where its use would conserve space without impairing clarity

4. Indexing: Each volume shall contain a more detailed table of contents to delineate the subparagraphs within that volume. The detailed table of contents is not part of or included in the page limitation. Tab indexing shall be used to identify sections and sub-sections. Any cross-reference matrix table is not part of the page limitation.

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

6. Page Size and Format:

a. The Offeror’s proposal shall be prepared on standard 8.5 x 11-inch paper and submitted in three-ring binders.

Except for the reproduced sections of the solicitation document and chart labels, the text size shall be no less than 10-point font. The text size in any Plan of Action and Milestones (POAMs) submitted shall be no less than 10-point font. Use at least 1-inch margins on the top and bottom and ¾ inch side margins. Pages shall be numbered sequentially by volume.

b. Legible tables, charts, graphs and figures shall be used wherever practical to depict organizations, systems and layout, implementation schedules, plans, etc. These displays shall not exceed 11 X 17 inches in size. Foldout pages shall fold entirely within the volume, and shall only be used for large tables, charts graphs, diagrams and schematics.

Foldout pages count as one page when folded within the volume.

c. The footer of each page submitted by the Offerors shall be marked “SOURCE SELECTION INFORMATION -

SEE FAR 2.101 AND FAR 3.104.”

7. Binding and Labeling: Each volume of the proposal shall be separately bound in a three-ring loose-leaf binder which shall permit 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 offer’s name. The same identifying data should be placed on the spine of each binder. Offerors are advised to apply all appropriate markings including those prescribed in FAR Provision 52.215-1, Instructions to Offerors – Competitive Acquisition (JAN 2004), paragraph (e), Restriction on Disclosure and Use of Data, and FAR Part 3.104-4, Disclosure, Protection and Marking of Contractor Bid or Proposal Information and Source Selection Information.

8. Electronic Copies (CDs): The proposal also shall be submitted in CD-ROM format. Each volume of the proposal shall be submitted on a separate CD-ROM. All CDs shall be readable on an IBM PC-compatible system running Microsoft Office 2010, including Microsoft Word 2010 and Microsoft Excel 2010. For each cost breakdown provided in Microsoft Excel format, the Offeror must show and establish clear, unlocked, identifiable links and calculations, such that the Government is able to understand and replicate the numerical data provided. Each CD shall be clearly labeled and each label shall state the Offeror’s name, solicitation number, date of submission and the proposal volume (name and number) contained on the CD. The requirement for the CDs in no way relinquishes the Offeror’s responsibility to provide hard copies of the technical, past performance, and cost proposal. If there are any discrepancies between the electronic version and the hardcopy version submitted in response to this RFP, the hardcopy (paper) version will be considered binding.

9. Distribution: The originals shall be clearly identified as the “ORIGINAL”, and bear the original signature(s) of the

Offeror. The “copies” shall be complete and clearly identified as “COPY” or “DUPLICATE”. Offerors are advised that the proposal is “For Official Use Only” and are considered “Source Selection Information– See FAR 2.101 & 3.104”.

10. Table of Contents: A master table of contents for the entire proposal and a table of contents for each volume are required. The master table of contents for the entire proposal should be filed in Volume I.

VOLUME I - SOLICITATION, OFFER AND AWARD DOCUMENTS

COVER LETTER AND SECTION A (SF-33)

If the Offeror takes any exceptions to any provisions in the RFP, all such exceptions shall be listed in a cover letter to the proposal. Qualifications also may be annotated on the Solicitation, Offer and Award document (SF-33), if such annotation is necessary to clarify the exceptions.

The Solicitation, Offer, and Award (SF-33) included in this RFP may be used as part of the contract award document.

Offerors shall fully complete and return the SF-33 as part of this Volume. Special attention should be taken to ensure that an authorized Contractor representative signs the offer in Block 17.

Offerors must acknowledge any amendments to the solicitation by completing Block 14 of the SF-33.

SECTION B (SUPPLIES OR SERVICES AND PRICES/COSTS)

Section B shall contain the proposed amount for each CLIN, the total for all the CLINS for each respective year, and shall be consistent with the Offeror’s cost proposal. The unit prices shall not be carried out past two decimal points.

SECTION K (REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS OF OFFERORS OR

RESPONDENTS)

By submitting a proposal, the Offeror is representing that the firm will perform all the requirements specified in the solicitation. Restating the PWS requirements is unacceptable and may be grounds for determining the proposal unacceptable and removal from the competitive range.

The Offeror shall address each representation and certification identified in SECTION K of the solicitation.

The Offeror shall provide verification that the Defense Contract Audit Agency (DCAA) has determined that the Offeror’s accounting system will permit timely development of all necessary cost data to support the non-fixed-price CLINs on the resultant contract (see FAR Part 16.104(i)). The Offeror shall provide contact information (physical address, e-mail address, phone and fax numbers) for their local DCAA Office to allow the Government evaluators to verify the Offeror’s accounting system meets the Government's requirements.

The Offeror shall provide verification that the Offeror has a Defense Security Service (DSS) approved facility clearance, or a statement confirming that the Offeror will be able to obtain a DSS approved facility clearance prior to award of this contract.

VOLUME II – EVALUATION FACTOR 1: PERFORMANCE CONFIDENCE ASSESSMENT PROPOSAL

The Offeror shall provide information on its Past Performance Record. This information will be utilized to determine the relevancy and quality of the Offeror’s past performance record to the proposed effort as outlined in the Performance Work Statement (PWS) and the level of confidence the Government has for successful performance based upon the Offeror’s actions under previously awarded, relevant contracts.

The Offeror shall identify its most relevant contracts or efforts within the past five (5) years, and provide any other information the Offeror considers relevant to the requirements of the solicitation. The Offeror shall provide a detailed explanation of the relevance of the contracts or efforts to the requirements as stated in Attachment J1 PWS and Attachment J2 Site Specific Requirements of the solicitation. The Government recommends submission a total of five (5) contracts encompassing the prime Offeror and/or any major subcontractors. A major subcontractor (defined as those providing twenty percent (20%) of total dollar threshold AND/OR twenty-five percent (25%) of total man-hour effort). If major subcontractor (defined as those providing twenty percent (20%) of total dollar threshold AND/OR twenty-five percent (25%) of total man-hour effort) experience is provided as part of the past performance references, it will be given weight relative to the percentage of effort being provided by that particular subcontractor in the offer submitted. The references will be evaluated in the aggregate in order to allow Offerors who may not have the entire scope, magnitude, and complexity of the requirement under one individual contract to still be considered relevant if experience with the full scope, magnitude, and complexity of the requirement can be demonstrated within the allotted number of references as described above.

If an Offeror or its major subcontractor(s) determines they have no relevant past performance data, they shall provide the following statement in lieu of the information request below: “(Insert Offeror or major subcontractor’s name) has determined that they possess no relevant past performance information IAW the RFP”.

To be compliant with Factor 1, Performance Confidence Assessment, Offerors shall provide the following information for both the Offeror and proposed major subcontractors. The Offeror shall submit the information in separate, tabbed sections (1), (2), (3), and (4), as outlined below.

(1) An index of Previous Contract Data -. The index shall contain relevant PRIME contracts and relevant SUBCONTRACTS currently being performed or completed during the last five (5) years. The index shall include:

– Contractor Name;

– Name of the customer /agency;

– Contract/Purchase Order Number;

– Customer points of contact (minimum of two (2), provide name, telephone number, fax number and e-mail addresses);

– Length of contract;

– Period of performance (dates);

– Initial Contract Price;

– Final Contract Price or price as of the last modification;

– Description of product/service provided (include sufficient detail to demonstrate the scope and complexity of the product/service provided);

– Discussion of the similarities and differences of experience (include sufficient detail to demonstrate similarities/dissimilarities to the requirements of this solicitation);

– Facilities in which the product/service was performed and;

– Quality of Past Performance to include a discussion of actual performance under each contract listed, including problems encountered; how they were resolved; the timeliness of deliverables required; how costs were controlled;

business relationships; management of key personnel, and any other areas deemed necessary to provide insight into actual performance issues.

(2) A narrative synopsis that shall describe the specific nature of the work, similarities with the proposed work and the relevant experience gained. The narrative portion also shall indicate any occurrence of cost growth and/or schedule delays encountered. The appearance of growths and/or schedule delays on past contracts must be explained.

(3) Attachment J.10, Past Performance Questionnaire. Offerors and all major subcontractors shall send this questionnaire to previous customers of relevant prime and subcontracts. All previous contracts utilized for Questionnaire information must be contained in the Previous Contract Data index for the Offeror/major subcontractor. The Offeror/major subcontractor shall complete Part I of Attachment J.10 Past Performance Questionnaire prior to submitting the questionnaire to its previous customer(s). The Offeror/major subcontractor shall ask the customer to complete the questionnaire and return it directly to the Acquisition Specialist identified in Part III – RETURN INFORMATION of the questionnaire by no later than the proposal due date and time identified in L-20, paragraph (2) of this solicitation. Evaluation members may contact the named individuals to clarify, obtain additional information, or conduct a telephonic survey of present/past performance. As such, the proposal shall include a list of all Questionnaires submitted that provides the following information:

– Name of the customer/agency;

– Date submitted to customer/agency;

– Contract/Purchase Order Number

– Customer points of contact (minimum of two (2), provide name, telephone number, fax number and e-mail addresses) and;

– Whether the offeror/major subcontractor was a Prime or Subcontractor.

(4) Offerors and their major subcontractors may describe any quality awards or certifications that indicate technical excellence in the service requested. Examples of such awards or certifications include but are not limited to the Malcolm Aldridge Quality Award, other Government quality awards, and private sector awards or certifications (e.g. the automobile industries QS 9000, Semitic’s SSQA, or ANS/EIA-599). Offerors/major subcontractors shall indicate what segment of the company (or division or the entire company) received the award or certification and the date. If the award or certification is over three (3) years old, evidence that the qualifications still apply also shall be provided as part of the proposal submission.

The Government may utilize the Federal Past Performance Information Retrieval System (PPIRS), the Contractor Performance Assessment Reporting System (CPARS), Federal Awardee Performance and Integrity Information System (FAPIIS), Electronic Subcontract Reporting System (eSRS), or other databases; interviews with Program Managers, Contracting Officers, and Fee Determining Officials; responses received from the Performance Risk Assessment Questionnaire; and the Defense Contract Management Agency to determine the quality and relevance of the Offeror’s past performance.

VOLUME III – TECHNICAL PROPOSAL

The Technical Proposal must be succinct, well written, and presented in a straightforward manner that clearly demonstrates the relationship of the processes to the resources (e.g., personnel, equipment, supplies and materials, and services) and a complete understanding of the requirements. Statements such as “The Offeror understands,” “will comply with the performance work statement,” standard procedures will be employed”, “well known techniques will be used”, and general paraphrasing of the PWS are considered inadequate.

EVALUATION FACTOR 2: MANAGEMENT, ORGANIZATIONAL, STAFFING AND TRAINING APPROACH

The Offeror shall describe their management approach, and the capability to manage the proposed effort based on experience and qualifications. The Offeror shall clearly identify their management structure, organization approach, proposed staffing and training approach to satisfy the Government’s requirements and shall explain and justify how these proposed structures and approaches will ensure the most effective and economic performance.

SUBFACTOR (a): MANAGEMENT AND ORGANIZATIONAL APPROACH

a. The Offeror shall describe the corporate approach to performing this effort to include the involvement and role(s) of the Corporate Headquarters with:

1) Addressing contract changes in an expeditious manner

2) Accomplishing communications between the local operations and Corporate Headquarters

3) Executing continual corporate oversight of the operations; and

4) Developing, executing and overseeing corrective actions plans for non-conforming surveillances and performance metrics.

b. The Offeror shall describe the roles and responsibilities of on-site management team and the key personnel.

c. The Offeror shall define the proposed organizational structure, including any subcontractors, by function.

Organizational charts and a detailed narrative of the proposed organizational structure shall clearly delineate how the full contractual effort will be accomplished. The organizational chart shall include organizational breakdowns to portray the number of full-time and part-time personnel in appropriate shifts. The charts and narrative shall address the responsibilities, lines of authority, and communication and reporting structure. The Offeror shall identify the same level of detail for all functions including any that will be subcontracted out. The Offeror shall ensure that the labor categories identified in the organizational chart match Attachment J.32– Proposed Productive Labor Hours in the Staffing Approach. The Offeror shall describe in detail:

1) Rationale for determining the work shifts and number of employees assigned to each shift

2) Rationale for proposing any part-time and temporary personnel;

3) Rationale for determining the percentage of productive hours proposed by labor category that will be part-time or temporary;

4) Retaining personnel and prevent a high turn-over rate. The rationale shall include the use of a Labor Market analysis; and

5) Any proven experience utilizing a part-time and/or temporary workforce.

d. For functions that will be subcontracted, the Offeror shall provide a clear definition of the proposed lines of authority and communication and coordination with the Offeror’s organization. As a minimum, the Offeror shall address the following.

1) How the Offeror will determine whether a task is to be performed by the prime contractor or the subcontractor.

2) How the Offeror will ensure the subcontractor is meeting all the requirements in the PWS for task(s) they are performing.

3) The role and authority of the subcontractor(s) and responsibilities of the prime contactor’s representative(s) to the subcontractor(s).

SUBFACTOR (b): STAFFING AND TRAINING APPROACH

a. The Offeror shall describe in detail their method for hiring Key Personnel with the appropriate personnel and security clearances, and other required qualifications. The Offeror shall include the availability and experience of the personnel considered to be key to successfully accomplishing all aspects of this requirement. For the purposes of this solicitation, the labor categories considered key personnel are identified in PWS C-1.3 Personnel. The Offeror shall provide resumes for all key personnel. Resumes shall be no longer than three (3) pages and shall be included as an addendum to the Technical Proposal. Resumes are not included in the page limitation of the Technical Proposal. Resumes for subcontractor personnel shall be included if subcontractor personnel will be utilized as one of the areas of expertise identified as key personnel. Resumes at a minimum shall include the employee’s training and specific experiences directly related to the requirements in the PWS and shall clearly describe the relationship between the proposed individual’s relevant qualifications and the tasks to be performed by the individual. Resumes shall be in chronological order with the latest dates of employment appearing first and shall identify the company or agency’s name, period of employment, and the job description of the individual. All pages of the resume shall be marked “PERSONALLY IDENTIFIABLE INFORMATION (PII) SAFEGUARD IAW DoD PRIVACY PROGRAM AND

PRIVACY ACT OF 1974.”

If the proposed candidate’s resume reflects military experience, all dates and locations of duty assignments shall be identified in the resume.

Each resume shall include the following information.

1) Name

2) Contract labor category/contractor’s labor category, if different

3) Percentage of time to be allocated to this effort

4) Current work location

5) Summary information:

(a) Number of years or months experience in each of the experience areas described for the contractor’s labor category. The cutoff for experience claimed shall be the closing date of this solicitation

6) Work experience (beginning with current position)

(a) Employer: Dates (month/year); Title(s) held

7) Responsibilities/tasks in sufficient detail so as to permit comparison with the RFP requirements. Specific work assignments, accomplishments, and products shall be provided.

8) All military experience claimed shall be described in such a manner that each tour of duty would be treated as a separate employer. Timeframes/titles/responsibilities shall be provided.

9) There should be no gaps in experience to avoid confusion that may require further clarification.

10) A signed statement of correctness of information by both the proposed candidate and the Offeror. The employee’s statement shall also include the following: “I consent to the disclosure of my resume for evaluation purposes regarding ______________________ (contractor to complete) proposal submitted in response to solicitation SP3300-16-R-5003 and intend to be available to perform as a _____________________ (contractor to complete) for any resulting contract.” Resumes without this statement may not be considered.

Resumes for key personnel not presently employed by the Offeror shall be accompanied with a letter of intent stating their intent to join the Offeror within 30 calendar days of contract award. The letter of intent shall be signed by the candidate and a duly-authorized company representative. Letters of intent shall be submitted with the resumes for both the prime and subcontractor candidates.

b. The Government estimates that the following level of effort in Table 1 will be required by the Offeror for the performance of the work specified in Section C and associated Technical Exhibits. The estimate does not prohibit the Offeror from deviating from the Government’s estimate and proposing different labor categories and productive labor hours. The Offeror shall complete Table 1, which is a rollup of Attachment J.32 with the total number of productive labor hours proposed and the percent difference from the Government’s estimate. The Government estimates the number of Productive labor hours to be 1840 for each FTE proposed.

Table 1 – Projected Productive Labor Hours

Performance

Year: One Performance Year: Two

Performance Year: Three

Performance Year: Four

Performance Year: Five

Total Estimated Productive Labor Hours for SCA positions and non-SCA positions

Offeror’s Total Proposed Productive Labor Hours

Percent Difference from the Government’s Estimate

c. The Offeror shall provide a comprehensive staffing plan that will be followed throughout the duration of the contract and describe how the personnel staffing will fulfill the requirements defined in the PWS, all J attachments, DLA Distribution Standard Operating Procedures and Flowcharts. The Offeror shall include a matrix of appropriate workforce to be assigned to fulfill the PWS requirements to include management and supervisory expertise to accomplish the effort and the identification of work performed on various shifts (e.g., 1st, 2nd, 3rd, and/or weekend shifts) using the format in attachment J.32. The level of detail in Attachment J.32 shall be broken out by PWS requirement in sufficient detail to demonstrate the Offeror has proposed the correct labor categories and adequate number of labor hours to perform each PWS requirement. Additionally, the Offeror shall provide the standard times used to develop the hours or provide assumptions used where staffing is not determined using standards. The Offeror shall clearly state that the labor categories proposed for each PWS task meets the definitions described in PWS C-1.3 Key Personnel and C-1.3.1 Labor Categories or provide the specific duties and responsibilities for labor categories used that are not listed in PWS C-1.3 and C-1.3.1.

d. The Offeror may insert additional information as required to provide sufficient details to demonstrate an efficient staffing approach. The Offeror shall include the:

1) Labor categories and the number of productive labor hours proposed for each proposed labor category per functional area per year, delineating the productive labor hours and labor categories by prime and sub-contractors that will be used to implement the processes, methods, and tools proposed in the Distribution Operations Approach

2) Productive labor hours for management and supervisory positions

3) Time Standards used to develop the hours or annotate time standards not used where staffing is not determined using time standards

e. The Offeror shall provide a detailed narrative that explains the following:

1) Proposed staffing mix and staffing level of labor types and hours with respect to each of the functional areas of the operations and how all of the requirements in the solicitation can be accomplished with number of labor hours proposed in Attachment J.32

2) Analysis of how the management and supervisor(s) in attachment J.32 were determined adequate to manage day-to-day performance

3) Productivity analysis used to determine staffing and the associated measurement methodology used to arrive at proposed productive labor hours by labor category This explanation and analysis shall include any assumptions that includes but is not limited to productive hours; vacation; sick time; the factor used for personal, fatigue, and delay (PF&D) time; training, employee turnover rate and assumptions from the Labor Market analysis.

4) Detailed information used to develop the time standards and assumptions used where staffing is not determined using time standards

f. The Offeror shall provide a comprehensive training plan that will be followed throughout the duration of the contract and describe how the training plan will ensure the right employees are receiving the right training at the right time for Audit Sustainment and passing Independent Public Accountants (IPAs) audits. The Offeror shall complete Attachment J.33 Proposed Training Hours for Management, Support and Distribution Areas as their training plan. The Offeror shall provide a detailed narrative that includes their approach for:

1) Determining the labor hours and labor categories identified as the Subject Matter Experts (SMEs) for Distribution Operations to provide training to any incumbent and new employees proposed IAW C-4.6 Training

2) Continually training personnel in DSS and Distribution Operations and what circumstances will drive the decision to have employees attend the formal Distribution Operations training listed in TE 3.2 Government Training or the Offeror’s SME providing OJT after transition and how that approach relates to job performance

3) Determining the number of personnel to be cross-trained in functional areas IAW the DLA Distribution SOPs to accommodate fluctuations in workload

4) Assessing if employees are Trained to Standard, Progressing or Untrained (See CDRL A021 for definitions) to perform the contract distribution functions described in Section C-5, Specific Tasks IAW the DLA Distribution Standard Operating Procedures (SOPs)

EVALUATION FACTOR 3: TRANSITION AND DISTRIBUITON OPERATIONS APPROACH

SUBFACTOR (a): TRANSITION APPROACH

a. The Government considers a smooth transition and continuity of services to be critical. The Offeror shall provide a detailed Transition Plan that sets forth actions, plans, procedures and time-lines necessary to ensure a smooth transition starting at contract award to full performance start date. At a minimum, the Offeror’s transition plan shall include all tasks and sub-tasks to complete the requirements in C-1.8 Transition Plan; C-1.8.1 Personnel Hiring Actions and Training Determination; C-1.8.2 Government Property (GP); C-1.8.3 Mission Stock; C-1.8.4 Work in Process Review;

C-1.8.5 Transition Reports; and C-1.8.6 Required Plans, Program, and Procedures. The requirements in these PWS paragraphs are not all inclusive of those tasks and sub-tasks required to complete transition to meet the Government’s timelines. Offerors shall review the entire solicitation, including all attachments, Technical Library, policies and procedures, and any other documents referenced to evaluate necessary transition efforts.

The Offeror’s approach to transitioning the operations from the current operations shall describe in detail

1) Corporate Headquarters participation and/or assistance during transition

2) How the Offeror’s approach minimizes disruption to the current mission

3) A clear understanding of the problems involved in a transition to a follow-on contractor and provides rational and reasonable solutions to these problems

4) A clear and feasible plan for obtaining all resources required (e.g., personnel, equipment, operating materials and supplies) within a minimum period of time after contract award. It is anticipated that the Offeror will be given a maximum of 90 days for transition

5) Determining the hours and required staffing for completion of the Transition requirements ensuring all proposed labor and training hours are identified clearly for labor categories identified in Attachment J.32, Proposed Productive Labor Hours and Categories

6) The approach and assumptions to be used for determining employee enrollment and participation in the formal Distribution Operations training during the transition period to ensure the right employees are receiving the right training at the right time for Audit Sustainment and passing Independent Public Accountants (IPAs) audits

7) The approach and assumptions to be used to determine the labor hours and labor categories identified as the Subject Matter Experts (SMEs) for Distribution Operations to complete any training during transition and to provide training to any incumbent and new employees proposed IAW C-1.8 Transition Plan and its sub-paragraphs

b. The Offeror shall provide a POAM using MS Project or equivalent software that describes the tasks/sub-tasks/activity to be accomplished; addresses anticipated start dates and end dates for each transition tasks/sub-tasks/activity; and the estimated duration of each task/sub-task/activity to include, at a minimum, the requirements in C-1.8 Transition; C-1.8.1 Personnel Hiring Actions and Training Determination; C-1.8.2 Government Property (GFP); C-1.8.3 Mission Stock; C-

1.8.4 Work in Process Review; C-1.8.5 Transition Reports, C-1.8.6 Required Plans, Program, and Procedures of the PWS; and training the Offeror determined as required for employees to attend to ensure the right employees are receiving the right training at the right time for Audit Sustainment and passing Independent Public Accountants (IPAs) audits. The Offeror may use MS Excel in lieu of MS Project as long as each task, duration, and start/ end dates are clearly identified.

SUBFACTOR (b): DISTRIBUTION OPERATIONS APPROACH

a. The Offeror shall describe their detailed approach for:

1) Meeting the requirements defined in PWS and J Attachments), incorporating the day-to-day use of all DLA

Distribution SOPs referenced in the contract requirements. The methods and plans shall be described in sufficient detail to demonstrate the Offeror’s complete understanding of the requirements. For any PWS requirements in Section C-5, not covered by a DLA Distribution SOP, the Offeror shall provide a detailed narrative to explain the processes and procedures to be used.

2) Completing and submitting all CDRLs IAW requirements to include the approach for initial development and subsequent revisions.

3) Determining the functional area and labor categories to obtain the appropriate security clearances IAW Section C-1.4.1 Personnel Clearances to process classified material (secret, confidential and cryptographic).

4) The Quality Control program IAW CDRL A006 Quality Control Plan that will be implemented including the methodology, processes, techniques, and tool(s) for meeting performance standards, customer requirements, complying with applicable regulations, adhering to the DLA Distribution Standard Operating Procedures (SOPs) and mitigating risk for Audit sustainment compliance.

5) How tasks, milestones, costs, and deliverables will be tracked throughout the duration of the contract.

b. The Offeror shall clearly describe their approach to planning and scheduling workload to accomplish the projected workload in TE 5.2 Workload Projections and provide an explanation and analysis of any assumptions used to determine workload for all other requirements in the contract that are not projected, but for which historical information has been provided. The Offeror shall clearly describe their approach to meet an increased or accelerated performance of the requirements in support of DoD contingencies and emergencies. The Offeror shall clearly describe how they will perform workload throughout the month to meet all APLs regardless of weekends and holidays.

c. The Offeror shall describe in detail:

1) The strategy for determining the types and quantities of Equipment identified in the attachments J6 - MHE, J7 - AMHS Equipment and J8 - Miscellaneous Equipment needed to perform the requirements and how that strategy relates to the workload in TE 5.2 Workload Projections

2) The use of the equipment management information system to input all PM and Unscheduled Maintenance/Repair (UM) actions IAW C-4.4

3) Implementation of a preventive maintenance (PM) schedule using industry acceptable preventive, corrective maintenance and repair standards

4) Providing adequate resources (labor and material) to maintain and repair all equipment throughout the life of the contract to include the Government owned equipment listed in TE 3.X

5) The use of good fleet management practices, such as rotating equipment using the utilization data available in the equipment management information system

d. For equipment identified in paragraph C-4.2 Equipment and any other equipment requirements above the equipment the Government makes available for Contractor use, the Offeror shall complete Table 3 Contractor-Equipment with the types, detailed description of equipment, and quantities that are required to perform the requirements. If any of the equipment the Offeror proposes to obtain using a Government source of supply (e.g., GSA), the Offeror shall annotate the Government source of supply in column 2. The Offeror shall provide its lease versus buy analysis which describes in detail how the types and numbers were determined, how the equipment will be obtained (e.g., buy, lease, or Contractor- Owned), and how the equipment will be utilized. The Offeror shall describe their approach for ensuring the proposed equipment is received and ready for use at the beginning of full performance and for the duration of the contract, and how the equipment will be repaired and maintained (e.g., lease agreement, contractor employees, or sub-Contactor).

Table 2 – Contractor Equipment

Equipment Type from C- 4.2M and Other

Source of Supply

Quantity Performance

Year: One

Quantity Performance Year: Two

Quantity Performance Year: Three

Quantity Performance Year: Four

Quantity Performance Year: Five

Example: Forklift, 6 K Example: Truck, 4X4, Pick-Up

Example: Passenger Van

VOLUME IV – COST PROPOSAL

The Government has provided historical and projected workload data in this RFP for estimating purposes only. Each Offeror should utilize this information in concert with their unique individual experiences and business acumen in pricing their proposal. The estimates are not to be considered a guaranteed workload. Therefore, in accordance with the tasking incorporated by Section C and also the historical and projected workload data, Offerors shall provide a proposed level of effort for CLINs X001 required to carry out these requirements and incorporate their cost/pricing in Section B of this solicitation.

The cost/price proposal shall be submitted in sufficient detail for the Government to examine the basis for the Offeror’s proposed costs. It is expected that there will be adequate competition; therefore, certified cost and pricing data may not be required. However, if at a later time it is determined that certification of such data is required, the Contracting Officer reserves the right to require certified cost and pricing data.

To assist the Government in determining reasonableness for this effort, the Offeror shall provide sufficient detailed cost information with the proposal to support the costs proposed. The cost proposal shall be in accordance with the instructions and format shown below. PLEASE NOTE: ALL TABLES MUST BE COMPLETED IN MICROSOFT EXCEL FORMAT. IN SUBMITTING THE ELECTRONIC VERSION OF THE COST PROPOSAL, OFFERORS SHALL NOT HIDE FORMULAS OR CELLS AND SHALL NOT LOCK CELLS. For each Breakdown provided in Microsoft EXCEL format, the Offeror must establish clear identifiable links and calculations, such that the Government is able to replicate the estimates provided.

The cost proposal shall include:

a) Supporting schedules in sufficient detail to substantiate the pricing proposal.

These schedules shall include (as applicable): a list of all labor categories, a breakdown of the number of man-hours required for each category, hourly labor rates, a fringe rate and/or applied overhead rate, and a list of other direct costs proposed including travel, material costs, General & Administrative rate, and profit/fee.

b) The name, address, and telephone number of the cognizant Defense Contract Audit Agency (DCAA) office and

Defense Contract Management Agency (DCMA) office.

c) Additional cost breakout information.

Direct Labor Costs: Detail direct labor cost as follows:

1. Information including the title and actual hourly rate shall be provided by the Offeror for each individual proposed for the labor categories identified in the Offeror’s proposal.

2. The Offeror shall identify any escalation rates utilized in the preparation of their cost proposal, and shall provide historical information pertaining to the actual escalation rate experienced over the past three (3) year period.

3. Offerors are reminded that the staff proposed in the technical proposal must be the same staff proposed in the cost proposal.

4. If proposed rates reflect negotiated forward pricing rates, a copy of the current forward pricing rate agreement shall be provided. If the rates are not negotiated forward pricing rates, then the basis for the proposed rates shall be explained.

Subcontracting Costs: The proposal shall include subcontract cost data in the same level of detail as provided by the prime contractor. Any subcontracting costs shall be supported. If this information is proprietary to subcontractors, it may be provided under separate cover. However, it must be easily identifiable, readily combined with the rest of the proposal, and received within the timeframe (i.e. closing date) established for this solicitation.

Additionally, offerors shall provide the following summary table for the proposed subcontracts:

SUBCONTRACTOR SUMMARY

Total Dollar Value of Proposal 20% of Total Dollar Value of Proposal

Total Manhours of Proposal 25% of Total Manhours of Proposal

Total Dollar Value of Subcontractor Proposal

Greater than 20% of Total Dollar

Value of Proposal?

(Y or N)

Total Manhours of Subcontractor

Proposal

Greater than 25% of Total

Manhours of Proposal?

(Y or N)

Insert Subcontractor 1 Name

Insert Subcontractor 2 Name

Insert Subcontractor 3 Name

Other Direct Costs (Travel): For pricing purposes, travel costs are estimated as indicated in Schedule B for CLIN X005. Offerors should also note that the amount estimated for CLIN X005 Travel does not include any indirect rate application (i.e. overhead and/or G&A).

Indirect Rates: Offerors shall list the cost elements that comprise the overhead, general and administrative expenses, and the other indirect pools. All indirect rates shall be summarized. Offerors shall list proposed indirect rates, DCAA recommended rates, and historical actuals (audited and unaudited) for the past three (3) years. If proposed rates reflect negotiated forward pricing rates, a copy of the current forward pricing rate agreement shall be provided.

If the rates are not negotiated forward pricing rates, then the basis for the proposed rates shall be explained.

d) The offeror’s accounting system should be described in sufficient detail to demonstrate that it is acceptable to support the non-fixed-price CLINs on the resultant contract.

COST/PRICE PROPOSAL SUMMARY

A cost breakdown for all years is required for all CLINs. Note: CLINs beginning with “X” indicates “All Years”. Offerors are to replace the “X” in the CLIN with the appropriate beginning numeric (0, 1, 2, 3, or 4). The summary shall be submitted in the format provided below.

COST/PRICE PROPOSAL SUMMARY TABLE

PERIOD OF PERFORMANCE

ITEM YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5

TOTAL

CONTRACT

CLIN X001 - FPIF

Services to Perform Warehousing and Distribution Operations (Total Target Price, inclusive of Target Profit)

CLIN X002 - CR

Scheduled and Unscheduled Equipment Maintenance Labor and Material (Total NTE, inclusive of proposed Indirect Rate)

CLIN X003 - CR

Non–Capital Equipment New or Replacement Costs (Total NTE, inclusive of proposed Indirect Rate)

CLIN X004 - CR

Material Support Costs inclusive of CLINS X001 and X006(Total NTE, inclusive of proposed

CLIN X005 – CR

Travel for Training and Conferences

CLIN X006 - CPFF

Special Projects Surge and Sustainment applicable Indirect Rates and Fee)

CLIN 0008 – FFP

Services to Perform Transition

TOTAL COST

CLIN X001 - DISTRIBUTION OPERATIONS

Offerors shall complete the tables below for each performance period. The contractor shall identify all prime labor proposed to support this CLIN. The Offeror shall insert all labor categories proposed to accomplish the tasking’s incorporated by Section C. For example, an Offeror could replace “Position (1)” with “Site Manager”. Use of ¼ increments for FTEs is permissible (i.e. ¼, ½, and ¾). Also, Offerors shall name and identify the specific Overhead percentages included in their fully burdened rate. For example, an Offeror could replace “OH 1” with “Fringe Benefits 10%”.

If the Offeror is proposing a major subcontractor (defined as those providing twenty percent (20%) of total dollar threshold AND/OR twenty-five percent (25%) of total man-hour effort), the Offeror shall complete the Subcontracting Labor table in the same manner as the Prime Labor Tables. Any associated costs which the prime contractor incorporates into the subcontractor labor category rate shall be fully identified (i.e. G&A, fee, etc.).

For subcontractors that do not meet the definition of “major subcontractor”, the Offeror shall complete the Subcontracting Labor table by entering only the information in the last three rows (entitled “Total Costs for all Subcontractor Labor”, “Prime OH or G&A ____%”, “Prime Profit/Fee* ____%” and “Total Subcontractor Labor”). No additional cost information is required to be submitted for subcontractors that do not meet the definition of “major subcontractor”.

The Offeror also shall complete the Summary Table for this CLIN. The Offeror shall provide the total prime labor costs (inclusive of indirects, exclusive of profit), the subcontractor labor costs (inclusive of any prime contractor G&A or other indirect rate supported by the accounting system, exclusive of profit), the total target cost, the total target profit (Offeror’s shall enter the proposed profit rate in the table), total target price (total target cost + total target profit), and the total ceiling price.

CLIN X001 – Identify Contract Year

PRIME LABOR

Labor Category DOL Code Number of

Hours Base Rate Subtotal Labor

(Number of Hours * Base Rate)

Position 1 Position 2 Position 3

Subtotal Labor for all Categories: $

OH (1) ________% $

OH (2) ________% $

G&A ________% $

Total Labor $

CLIN X001 – Identify Contract Year

SUBCONTRACTOR LABOR

Labor Category DOL Code Number of

Hours Base Rate Subtotal Labor

(Number of Hours

* Base Rate)

Position 1 Position 2 Position 3

Subtotal Major Subcontractor Labor for all Categories:

OH (1) ________% $

OH (2) ________% $

G&A ________% $ Profit/Fee* ________% $ Total Major

Subcontactor Labor

Other Subcontracted Labor Subtotal: $ Total Cost for all Subcontractor Labor $ Prime OH or G&A ____% $ Total Subcontractor Labor $

* PROFIT/FEE – Subcontractor shall enter their profit if their contract with the Offeror is a fixed price arrangement.

Subcontractor shall enter their fee if their contract with the Offeror is a cost type arrangement.

PERIOD OF PERFORMANCE

SUMMARY

TABLE

CLIN X001

YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5

TOTAL CONTRACT

– PRIME

LABOR

COSTS

– SUB

LABOR

COSTS

CLIN X001

– TARGET

COST

– TARGET

PROFIT

(___% OF

TARGET

COST)

– TOTAL

PRICE

– CEILING

PRICE

(115% OF

COST)

CLIN X002 – SCHEDULED AND UNSCHEDULED EQUIPMENT MAINTENANCE LABOR and MATERIAL Offerors shall complete the dollar amount of the information requested by the header row in the table located below.

Offerors shall identify the specific rate applied to the Government Provided Estimated Cost (G&A rate, Material Handling Rate, or other Indirect Rate supported by the Offeror’s accounting system). Offerors shall also insert the proposed G&A rate, Material Handling Rate, or other Indirect Rate supported by the Offeror’s accounting system into the header row. Offerors shall sum the Government provided Estimated Cost and their G&A, Material Handling Rate or other Indirect Rate to arrive at the proposed Not-to-Exceed (NTE) amount in the last column. No fee is allowed under this CLIN.

The Offeror’s ceiling price must match those entered in Section B and in the Cost/Price Proposal Summary Table.

Government Provided

Estimated Cost

Applicable Indirect Rate (Offeror to identify)

Not-to-Exceed

CLIN 0002 $177,329.44

CLIN 1002 $238,035.09

CLIN 2002 $243,509.90

CLIN 3002 $249,110.63

CLIN 4002 $254,840.17

TOTAL CONTRACT $1,162,825.23

CLIN X003 - NON-CAPITAL EQUIPMENT NEW OR REPLACEMENT COSTS

Offerors shall complete the dollar amount of the information requested by the header row in the table located below.

Offerors shall identify the specific rate applied to the Government Provided Estimated Cost (G&A rate, Material Handling Rate, or other Indirect Rate supported by the Offeror’s accounting system). Offerors shall also insert the proposed G&A rate, Material Handling Rate, or other Indirect Rate supported by the Offeror’s accounting system into the header row. Offerors shall sum the Government provided Estimated Cost and their G&A, Material Handling Rate or other Indirect Rate to arrive at the proposed Not-to-Exceed (NTE) amount in the last column. No fee is allowed under this CLIN.

The Offeror’s ceiling price must match those entered in Section B and in the Cost/Price Proposal Summary Table.

Estimated Cost

Applicable Indirect Rate (Offeror to identify)

Not-to-Exceed

CLIN 0003 $45,585.29

CLIN 1003 $60,780.38

CLIN 2003 $62,178.33

CLIN 3003 $63,608.43

CLIN 4003 $65,071.43

TOTAL CONTRACT $297,223.87

CLIN X004 - MATERIAL SUPPORT COSTS (INCLUSIVE OF CLINS X001 AND X006)

Offerors shall complete the dollar amount of the information requested by the header row in the table below. Offerors shall identify the specific rate applied to the Government Provided Estimated Cost (G&A rate, Material Handling Rate, or other Indirect Rate supported by the Offeror’s accounting system). Offerors shall also insert the proposed G&A rate, Material Handling Rate, or other Indirect Rate supported by the Offeror’s accounting system into the header row. Offerors shall sum the Government provided Estimated Cost and their G&A, Material Handling, or other Indirect Rate to arrive at the proposed NTE amount in the last column. No fee is allowed under this CLIN.

The Offeror’s ceiling price must match those entered in Section B and in the Cost/Price Proposal Summary Table.

Estimated Cost

Applicable Indirect Rate (Offeror to identify)

Not-to-Exceed

CLIN 0004 $505,293.83

CLIN 1004 $659,222.22

CLIN 2004 $674,384.33

CLIN 3004 $689,895.17

CLIN 4004 $705,762.76

TOTAL CONTRACT $3,234,558.33

CLIN X005 – TRAVEL FOR TRAINING AND CONFERENCES

Offerors shall complete the dollar amount of the information requested by the header row in the tables below. Offerors shall identify the specific rate applied to the Government Provided Estimated Cost (G&A rate, Material Handling Rate, or other Indirect Rate supported by the Offeror’s accounting system). Offerors shall also insert the proposed G&A rate, Material Handling Rate, or other Indirect Rate supported by the Offeror’s accounting system into the header row. Offerors shall sum the Government provided Estimated Cost and their G&A, Material Handling Rate, or other Indirect Rate to arrive at the proposed NTE amount in the last column. No fee is allowed under this CLIN.

The Offeror’s ceiling price must match those entered in Section B and in the Cost/Price Proposal Summary Table.

Estimated Cost

Applicable Indirect Rate (Offeror to identify)

Not-to-Exceed

CLIN 0005 $30,000.00

CLIN 1005 $5,000.00

CLIN 2005 $5,000.00

CLIN 3005 $5,000.00

CLIN 4005 $5,000.00

TOTAL CONTRACT $50,000.00

CLIN X006 - SPECIAL PROJECTS/SURGE & SUSTAINMENT

Offerors shall complete the Attachment J-5, Schedule B CLIN X006 Labor Rate…