Picatinny Industry PPC Brief_2012 05 16.pdf

Defense Logistics Agency Energy

Picatinny Arsenal, New Jersey Industry Pre-proposal Conference

Taina Rivera & Karen Spence May 16, 2012

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Overview

• Purpose of the RFP

• RFP Contents

– Sections B through M

• Review Solicitation

– Sections B through L

• The Submittal

• The Four Volumes

• Evaluation Factors for Award

• Milestones

• DLA Energy Points of Contact

• Questions

3 3

Purpose of the RFP

Privatize the Water Distribution and Wastewater Collection Utility Systems at Picatinny Arsenal, New Jersey

• Sell System Infrastructure

• Acquire Utility Services Contract (FAR 41)

• Provide Right to Access

Notes:

1. Purchase of the Commodity is not Included in the RFP

2. Selection of Contractor will be Based on Best-Value Determination

3. Government Privatizes if the Long Term Benefit Exceeds the Long Term Cost

4. Government Reserves the Right Not to Award the Contract.

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RFP Contents

• Section B – Supplies Or Services and Prices/Costs

• Section C – Description/Specifications/Work Statement

• Section D – Packaging and Marking

• Section E – Inspection and Acceptance

• Section F – Deliveries or Performance

• Section G – Contract Administration Data

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RFP Contents

• Section H – Special Contract Provisions

• Section I – Contract Clauses

• Section J – List of Attachments

• Section K – Representations, Certifications, and Offeror Statements

• Section L – Instructions, Conditions, and Notices to Offerors

• Section M – Evaluation Factors for Award

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Review Solicitation:

Section B – Services and Price/Costs

B.2.1 Schedule B-1: Regulated Tariff

• Tariff Must be Fully and Independently Regulated

• (a “State-Wide” Public Utility Regulatory Authority with

Jurisdiction over the Contractor)

• Terms must be no less favorable than those offered to similar customers

• Comprehensive description of the proposed tariffs

• Describe Regulatory Process

• Complete Price Data Sheets 1 through 5 (see Section B.3)

• Acceptable to submit offer contingent upon regulatory approval as long as timeframe for approval is provided

7 7

B.2.2 Schedule B-2: Firm-Fixed Price w/ EPA

• Fully built up Monthly Service Charge for Utility Services

• Prices adjusted on annual basis

• Adjustment based on Bureau of Labor Statistics (BLS) Consumer Price Index Urban Regional

• Adjustments applicable to Monthly Utility Services Charge only

• Complete Price Data Sheets 1 through 4 and 6

• May submit alternative proposal(s) utilizing different index or multiple indices or take exception to RFP

– Offeror bears risk of unacceptability

Review Solicitation:

Section B – Services and Price/Costs

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C.1 Precedence

• FAR 52.215-8: any inconsistency in this solicitation or contract shall be resolved by giving precedence in the following order:

– (a) The Schedule (excluding the specifications) and any Preamble;

– (b) Representations and other instructions;

– (c) Contract clauses appearing in the solicitation or contract;

– (d) Contract clauses incorporated by reference;

– (e) Other documents, exhibits, and attachments; and

– (f) The specifications.

– The terms and conditions of Sections A through K, including the Section J

Attachments, shall take precedence over any inconsistent provisions contained within portions of the Contractor’s proposal incorporated in or made Exhibits to the Contract.

– Exceptions not specifically identified by the Contractor in their proposal in accordance with the requirements of Section L of the solicitation and expressly accepted by the Contracting Officer in writing shall not be deemed to be part of the Contract and shall not be binding on the Government.

Review Solicitation: Section C – Description/Specifications/Work Statement

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C.3 Requirements

• Contains general requirements applicable to all locations

• Performance Standards – required to adhere to specified industry standards

C.6 Contractor’s Right to Access

• The Government Provides Access Rights to the Installation and the Infrastructure

• May Restrict

• Who May Enter

• How Many May Enter at Any One Time

• When They May Enter

• What Areas of the Installations They May Visit

• May Require Background Investigations, Including Those for Security Clearances

• Contractor is Responsible for Actions of its Employees, Sub- Contractors, and Agents while on Installation

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C.7 Response to Service Interruptions/Contingencies and Catastrophes

• Procedures and provisions for handling service interruptions in the Service Interruption/Contingency and Catastrophic Loss Plan

C.9 Coordination of Work

• Installation Specific Details in Section J

• Types of Service Requests & Response Times

• Emergency

• Urgent

• Routine

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C.10 Environmental Compliance

• Comply with all applicable environmental laws and regulations inclusive of all Federal, State, and local laws as well as Installation specific requirements

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Description/Specifications/Work Statement

C.11 SDCs/Upgrades/Connections and Renewals and Replacements

• Due Diligence

• Initial System Deficiency Corrections/Connection Charges

• Future System Deficiency Corrections/Upgrades

• Investments in utility system resulting from changes in service requirements, laws, or regulations, or implementation of new technology

• Submitted Under Annual System Deficiency Corrections/Upgrades and Renewals and Replacements Plan (A 5 year plan, initially addressing Years 1 – 5)

• Implementation of future upgrades (other than those required to meet regulatory requirements) is at the discretion of the Government

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C.12 Operations and Maintenance/Quality Management

• Establish and adhere to an Operation and Maintenance/Quality Management Plan to ensure safe and reliable operation of the systems

• Consistent with all applicable laws/regulations and requirements of utility-specific attachments (Section J)

C.13 Transition Plan

• Describes plan for transfer of the utility system

• Ensures continuous service from the Government to new owner

• Contractor proposes performance start date

• Includes detailed joint inventory of facilities, specialized equipment, manuals, and records

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Review Solicitation

Section E – Inspection and Acceptance

• Inspection of Services Clause – not applicable to regulated tariff

Section F – Deliveries or Performance

• Utility Service Contract Term – maximum of 50 years

Phase I

Phase II

Phase III

Contract Award Date

Transition Period

(Pre-performance)

Contract Start Date

Fixed date in time after Government and Contractor have agreed to terms and conditions of utility services contract and Contracting Officer signs the Contract.

Contractor proposes duration of Transition Period; Transition Period begins upon execution of contract award unless a later date is specified.

Transition Period ends and Performance of Utility Services Contract begins.

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Section G – Contract Administration Data

• Contracting Officer’s Representative

• Submission and Payment of Invoices

• Price Adjustments

• Accounting Procedures

Section H – Special Contract Provisions

• Insurance Requirements (H.2)

• Government Repurchase Option (H.7) – non-negotiable

• Hazardous Substances

• Must comply with all applicable laws and regulations

• Contribution in Aid of Construction (CIAC) Tax Liability

• Differing Site Conditions

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Section I – Contract Clauses

• Federal Acquisition Regulation (FAR) (I.2)

• Defense FAR Supplement (DFARS) (I.3)

• Clauses for Regulated Entities (I.4)

• Clauses for Non-Regulated Entities (I.5)

Section J – Installation-Specific Utility-Specific Attachments

• Installation Utility System Description

• System Inventory

• Specific Service Requirements

• Current Service Arrangement

• Secondary Metering

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Section J – (Continued)

• Monthly Submittals

• Government Recognized System Deficiencies

• Current and Future Projects – informational only

Section K – Representations, Certifications & Other Statements of Offerors

• Use of Online Representations and Certifications Application (ORCA) & register in CCR

Section L – Instructions, Conditions, and Notices to Offerors

• Site Visits and Technical Library (L.2.1.6 & L.2.1.7)

• Site Visit – May 17, 2012

• Proposal Preparation Instructions (L.3 - L.7)

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The Submittal Four Volumes I. Technical………….… Limit 200 Pages per System II. Past Performance………………….. Limit 50 Pages III. Contract Documentation ……………….. No Limit IV. Price………………………………………….. No Limit

• May be for one or more systems

• Each system must have separate price and technical proposal volumes

• Offeror must indicate clearly what systems and how offering

• All Four Volumes – Provide One Signed Original Hardcopy

• Provide 4 CDs with All Four Volumes for Each system (Technical, Past Performance, Contract Documentation & Price)

• CDs must be certified virus free

• Each volume must be complete and accurate without reference to other volumes

Note: For Hardcopy…Provide a Separate Binder for Each Volume for Each Utility System. Each CD should have each Volume as a separate file.

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Volume I - Technical

Technical

• Service Interruption/Contingency and Catastrophic Loss Plan

• Operations and Maintenance Plan/Quality Management Plan

• Initial System Deficiency Corrections/Initial Renewals and Replacements Plan

• Operational Transition Plan

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Service Interruption/Contingency and Catastrophic Loss Plan

• Purpose: To Address Capability to Respond to Outages:

Emergency, Urgent, & Routine Service Calls; and Catastrophic Loss

• Common Proposal Shortfalls

• Not Complying with Response/Completion Times

• Not Complying with Installation’s Excavation Permit Process and Emergency Restoration Plan

• Not Allowing the Installation to Reschedule Routine Outages if They Adversely Affect Mission/Operations

Note:

Regulated Utilities who have Submitted Similar Documents to their Regulatory Commission may Submit those Documents in lieu of Requested Plan.

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Operations and Maintenance/Quality Management Plan

• Purpose: To Identify Your Performance Standards and O&M

Policies & Procedures

• Common Proposal Shortfalls

• Not Addressing Service Standards for Each Line Item in Table L-1 of Section L.4.2.1

• Not Addressing the Procedures You Use (Tests, Inspections, etc.) to Ensure Compliance with the Service Standards for Each Line Item in Table L-1 of Section L.4.2.1

Note: Regulated Utilities who have Submitted Similar Documents to their Regulatory Commission may Submit those Documents in lieu of Requested Plan.

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Initial System Deficiency Corrections and Renewals and Replacements Plan

• Purpose: To Identify the Initial System Deficiency

Corrections and Renewals & Replacements You Intend to Accomplish

• Separately show Government Identified and Contractor

Identified Deficiencies

• Common Proposal Shortfalls

• Not Providing an Initial 5-Year Plan

• Not Addressing the Government’s Recognized System

Deficiencies (RFP Section JA1.10 & JA2.10) in Your 5-Year Plan

• Not Providing a Year-by-Year, 50-Year Plan for Renewals &

Replacements (R&R)

• Not providing a Price Data Sheet 2 without cost in technical volume

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Operational Transition Plan

• Purpose: To Show How You Will Provide a “Seamless”

Transition from Government to Contractor Operations

• Common Proposal Shortfalls

• Not Identifying the Person(s) Authorized to Sign for the Transfer of Inventory

• Not Indicating When the Joint Inventory will Occur

• Not Stating When the Requested New Meters will be Installed

• Not Indicating When the Initial, Joint Meter Readings will take place

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Volume II – Past Performance

• Past Performance Information (JA39)

• References of up to 6 of Your Largest Customers of Similar

Complexity and Scope within Last 5 Years

• References for Proposed Subcontractors (>$500,000)

• List of System Acquisitions in Past 5 Years that Includes, as a Minimum:

• Name of Acquisition or Project

• Brief Description of Contract or Subcontract

• Total Contract Value

• Period of Performance

• Principal Parties Involved and Phone Numbers

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Volume II – Past Performance

• Written Statement on Status with Regulatory Authority (NOVs, penalties) to Include:

• Name of Authority

• Address/Telephone

• Point of Contact

• Common Proposal Shortfalls

• Inability to locate/contact references

• Phone numbers and e-mail addresses are incorrect

• Irrelevant References

• References must be relevant to each specific system on which offeror is proposing

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Volume III – Contract Documentation

• Signed and dated SF-33

• Acknowledge all Amendments

• Representations and Certifications

• ORCA completed on-line with Hardcopy in Volume III including registration of CCR

• CAS Notices and Certifications (FAR 52.230-1) in

Section K

• Exceptions to Terms and Conditions (Matrix IAW L.6.2)

• CAS Waiver Applicability

• Include justification in proposal

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Volume III – Contract Documentation

• FAR 31 Deviation Request

• Include in initial proposal

• Other Required Information

• Authorized Personnel / Negotiators

• Subcontracting Plan (Other Than Small Businesses)

• Socioeconomic Plan - All Offerors must submit and describe all 7 items

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• All offerors must submit:

• Schedule B-1 or B-2

• If a Grouped Offer* is Submitted, Separate Price Data Sheets (Schedule B-1 or B-2 and Price Data Sheets 1, 2, 3, 4, 5, and 6, as appropriate) are Still Required for Each Utility System

• In a Grouped Offer, If the Privatization of Any Single System is not Cost Effective, the Entire Group will not be Considered for Award

• Pricing Assumption Matrix

• Standard Estimating Methodology

Volume IV – Price Proposal

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Schedule B-1 (Regulated Tariff)

• CLIN 0001

• Utility Services Charge - Applicable Tariff

• Monthly Credit as Payment for Purchase Price

• Monthly Credit

• Number of Months

• Interest Rate

• Recoverable Portion of Purchase Price

• Monthly Price

• Number of Months

• Interest Rate

• CLIN 0002

• Initial System Deficiency Corrections/Upgrades/Connection

Charges

• CLIN 0003

• Fixed-Price Lump Sum Payment for Transition Period

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Utility System: ________________

CLIN Supplies/Services Qty Unit Unit Price Total 0001 Utility Services Charge Months $ $

FP

The unit price is the Applicable Tariff(s) less the monthly credit as payment for the purchase price plus the recoverable portion of the purchase price.

Applicable Tariff $

Monthly Credit for PP $ # of Months Interest Rate %

Recoverable Portion of PP $ # of Months Interest Rate %

Unit Price $

Initial System Deficiency Corrections/ Upgrades/Connection Charges b

FFP

Transition Period

FP

0002 $ $

0003 Each $ $

B.2.1 Schedule B-1 Regulated Tariff a Utility system to be filled in by the Offeror. A Schedule B-1 must be completed for each utility system offered. Utility systems are shown in paragraph B.1, Systems to be Privatized. Offerors shall provide a comprehensive description of proposed tariffs in their Price Proposals.

b CLIN 0002 is required only if the tariff provides for separate identification of initial system deficiency corrections and connection charges. If separate identification is not provided, it will be assumed the tariff rate includes these costs.

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• Schedule B-2 (Fixed Price with EPA)

• CLIN 0001

• Utility Services Charge (monthly charge for O&M/R&R)

• Monthly Credit as Payment for Purchase Price

• Monthly Credit

• Number of Months

• Interest Rate

• Recoverable Portion of Purchase Price

• Monthly Price

• Number of Months

• Interest Rate

• CLIN 0002

• System Deficiency Corrections / Connection Charges

• CLIN 0003

• Lump Sum Payment for Transition Period

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Utility System: ________________

CLIN Supplies/Services Qty Unit Unit Price Total 0001 Utility Services Charge Months $ $

FPEPA

The unit price is the Utility Services Charge less the monthly credit as payment for the purchase price (PP) plus the recoverable portion of the purchase price.b

Utility Services Charge $

Monthly Credit for PP $ # of Months Interest Rate %

Recoverable Portion of PP $ # of Months Interest Rate %

Unit Price $

Initial System Deficiency Corrections/ Upgrades/ Connection Charges

FFP

Transition Period

FFP

0003 Each $ $

B.2.2 Schedule B-2 Fixed Price with Economic Price Adjustment a Utility system to be filled in by the Offeror. A Schedule B-2 must be completed for each utility system offered. Utility systems are shown in paragraph B.1, Systems to be Privatized.

b The offeror should enter the Utility Services Charge, as computed in Price Data Sheet 1.

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Price Data Sheet 1 - Utility Service Charge (Non-Regulated)

• Purpose: To Indicate the Monthly Charge for Operations and Maintenance and for Renewals and Replacements

• Common Proposal Shortfalls

• Not Indicating Exactly How You Computed Your Operations and

Maintenance Costs (Manpower, Materials, Transportation, Supplies, etc.)

• Not Explaining How You Used the Price Data Shown in the Price Data Sheet 2, Renewals and Replacements, to Mathematically Derive Your Monthly Charge for Renewals and Replacements

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Component Monthly Charge

1. Operations and Maintenance (O&M)

2. Renewals and Replacements (R&R)

Total Utility Services Charge (to be entered into CLIN 0001 for Schedule B-1 (if applicable) and Schedule B-2)

B.3.1 Price Data Sheet 1 – Utility Services Charge

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Price Data Sheet 2 – Renewals and Replacements – 50 Year Schedule

• Purpose: To Indicate Price & Description of the Renewals and Replacements in Each of the 50 Years of the Contract

• Common Proposal Shortfalls

• Not Including Each Inventory Line Item (Reference the Utility

Specific Section JA1 and JA2) in the Price Data Sheet 2

• Not Providing a Price for the Renewals & Replacements of Each

Inventory Line Item in Each Year it is Replaced

• Not Using Attachment JA40 in filling out the Price Data Sheet 2

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Year 1 (Const $)

Year XX (Const $)

Year 50 (Const $)

Total

Residual Value in Year 50

(Const $) New Item

Service Life New Item

RCNItem Size Quantity Unit

Approx Year

Installed Existing

Unit RCN

Planned Renewals & Replacements Existing

Item Service

Life

First Expected

Replacement Date New Item

New Unit Cost RCN

B.3.2 Price Data Sheet 2 – Renewals and Replacements – 50-YEAR Plan Notes: For each inventory component/item listed in the utility specific attachment, clearly show the $ value of the planned R&R (if any) for each year 1-50 This Plan represents the offeror’s conceptual methodology that will be used for evaluation purposes.

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Price Data Sheet 3 - Initial System Deficiency Corrections (ISDCs)/ Upgrades/Connection Charges/ Transition Period

• Purpose: To Indicate Prices for Each ISDC, Each New Upgrade, Each New Connection, and for the Transition Period

• Common Proposal Shortfalls

• Not Including Each Government Recognized System Deficiency

(Reference Section JA1.10 & JA2.10) that You Intend to Accomplish

• Not Understanding that Monthly Payments for a Specific Project will not Begin Until Specific Project is Complete and in Service

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Project Name

Interest Rate

Project Cost (Current $)

Project Start Month

First Full Month

Project will Be In Service

Amortization Period

(Months)

Monthly Charge

B.3.3 Price Data Sheet 3 – Initial System Deficiency Correction(s) / Upgrade(s) / Connection Charge(s) / Transition Period

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Price Data Sheet 4 - Recoverable Portion of Purchase Price

• Purpose: To Indicate the Monthly Charge for the

Recoverable Portion of the Purchase Price

• Common Proposal Shortfalls

• Not Realizing the Net Present Value of the Recoverable Portion of the Purchase cannot exceed the Net Present Value of the Purchase Price

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Item Interest

Rate Amount Amortization

Period (Months)

Monthly Charge

Recoverable Portion of Purchase Price

B.3.4 Price Data Sheet 4 – Recoverable Portion of Purchase Price

41 41

Price Data Sheet 5 – Proposal 50-Year Charges to the Government, Applicable Tariff (Non-Regulated)

• Purpose: To Summarize All Prices for the 50-Year Contract a b c d e f g h i j k l m

Contract Year

Applicable Tariff less

FIT

FIT for Applicable

Tariff

Credit for Purchase

Price

Recoverable Portion of Purchase

Price

Subtotal

CLIN 0001

(b+c+d+e)

ISDC

Projects less FIT

FIT for

ISDC

Projects

Subtotal

CLIN 0002

(g+h)

Transition Charges less FIT

FIT for Transition Charges

Subtotal

CLIN 0003

(j+k)

Total Contract

Costs (f+i+l)

Nominal Nominal Nominal Nominal Nominal Nominal Nominal Nominal

1 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 2 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 3 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 4 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 5 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 6 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 7 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 8 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 9 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

10 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 11 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 12 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 13 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 14 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 15 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 16 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 17 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 18 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 19 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 20 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 21 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 22 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 23 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 24 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 25 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 26 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 27 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 28 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 29 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 30 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 31 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 32 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 33 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 34 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 35 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 36 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 37 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 38 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 39 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 40 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 41 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 42 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 43 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 44 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 45 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 46 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 47 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 48 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 49 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 50 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Totals -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Contract Items

CLIN 0001 - Utility Service Charge CLIN 0002 - Initial System Deficiency Corrections /

Connection Charges

CLIN 0003 - Transition Period Charges

42 42

Price Data Sheet 6 – Proposal 50-Year Charges to the Government, Constant 2012$ (Non-Regulated)

• Purpose: To Summarize All Prices for the 50-Year Contract

(a) (b) (c) (d) (e) (f) (g) (h) (i) (j) (k) (l) (m) (n) (o) (p) (q)

Contract Year

Operations & Maintenance less FIT FIT for O&M Other Costs & Credits, Net

Non Federal Income Taxes

& Fees

Purchase Price

Recovery Purchase

Price Credit

Renewals & Replacements less FIT FIT for R&R Subtotal

CLIN 0001

ISDC Projects Amortization less FIT FIT for ISDC

Projects Subtotal

CLIN 0002

Transition Charges less

FIT

FIT for Transition Charges

Subtotal

CLIN 0003

Total Contract

Costs Real Real Real Real Nominal Nominal Real Real -- Nominal Nominal Nominal Nominal Nominal Nominal --

1 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 2 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 3 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 4 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 5 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 6 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 7 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 8 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 9 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 10 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 11 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 12 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 13 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 14 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 15 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 16 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 17 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 18 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 19 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 20 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 21 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 22 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 23 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 24 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 25 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 26 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 27 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 28 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 29 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 30 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 31 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 32 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 33 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 34 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 35 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 36 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 37 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 38 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 39 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 40 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 41 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 42 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 43 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 44 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 45 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 46 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 47 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 48 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 49 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 50 -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Totals -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$

Contract Items

CLIN 0001 - Utility Service Charge CLIN 0002 - Initial System Deficiency Corrections / Connection Charges CLIN 0003 - Transition Period Charges

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Common Proposal Shortfalls:

• Not submitting all applicable Price Data Sheets

• Not submitting proposed prices using dollars for the year of projected award (e.g., If award is projected for 2013, then proposals should be submitted in 2013 dollars)

• Not indicating 50 years of proposed billing to Government in constant (real) dollars

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Section M: Evaluation Factors for Award

M.1 Basis for Conveyance and Contract Award

• Award will be based on best value determination consistent with the evaluation factors

• Government may award without discussions

M.2 Evaluation Factors and Subfactors

• Factor 1: Technical Capability

• Subfactor 1: Service Interruption/Contingency and Catastrophic Loss Plan

• Subfactor 2: Operations and Maintenance Plan/ Quality Management Plan

• Subfactor 3: Initial System Deficiency Corrections/ Upgrades/Connections and Renewals and Replacements Plan

• Subfactor 4: Operational Transition Plan

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M. 2 Evaluation Factors and Subfactors (Continued)

• Factor 2: Past Performance

• Factor 3: Risk

• Subfactor 1: Performance Risk

• Subfactor 2: Assurance of Long-Term Price and

Service Stability

• Subfactor 3: Price Risk

• Subfactor 4: Other possible long-term costs and benefits

• Factor 4: Socioeconomic Plan

• Factor 5: Price

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M.2.1 Order of Importance for Evaluating Factors and Sub-factors

• Technical Capability, Past Performance, and Risk are approximately equal in importance. Socioeconomic Plan is significantly less important than Technical Capability, Past Performance and Risk.

When combined, Technical Capability, Past Performance, Risk, and Socioeconomic Plan are significantly more important than Price.

• Technical Capability and Risk will be evaluated at the Sub-factor level.

• Under Technical Capability, all sub-factors are approximately equal importance; however a less than acceptable rating for any sub-factor will result in a less than acceptable rating for the overall Technical Capability factor.

• Under Risk, all sub-factors are approximately equal in importance;

however, a negative rating in any sub-factor may result in a negative rating for the overall Risk factor.

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Milestones

Issue Request for Proposal 31 Mar 12 Complete Technical Library 27 April 12 Hold Pre-proposal Conference 16 May 12

• Complete Site Visits 17 May 12

• Receive Initial Proposals 11 Jul 12

• Project Award September 13

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DLA Energy Points of Contact

• Contracting Officer Karen Spence, (703) 767-9402 karen.spence@dla.mil

• Lead Contract Specialist Taina Rivera, (703) 767-9652 taina.rivera@dla.mil

• Contract Specialist Stephanie Fantasia, (703) 767-5166 stephanie.fantasia@dla.mil

• Technical Lead

Valerie Loveday, (571) 377-8012 valerie.loveday@gmail.com mailto:karen.spence@dla.mil mailto:taina.rivera@dla.mil mailto:stephanie.fantasia@dla.mil mailto:valerie.loveday@gmail.com

DEFENSE LOGISTICS AGENCY

AMERICA’S COMBAT LOGISTICS SUPPORT AGENCY

WARFIGHTER SUPPORT ENHANCEMENT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT