2013-20-03_WPAFB__Industry_PPC_Briefing.pptx

Industry Pre-proposal Conference June 11, 2013 Wright-Patterson AFB, OH

Laurie J. Carlson, Deputy Director Farheena Khan, Contracting Officer Stephanie Fantasia, Contract Specialist Megan Kesler, Contract Specialist DLA Energy - Utility Services Division

DEFENSE LOGISTICS AGENCY

AMERICA’S COMBAT LOGISTICS SUPPORT AGENCY

WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

WARFIGHTER-FOCUSED, GLOBALLY RESPONSIVE, FISCALLY RESPONSIBLE SUPPLY CHAIN LEADERSHIP

Agenda Purpose of the RFP System to be Conveyed Excluded Inventory RFP Contents Section B Highlights Section C Highlights Section F Highlights Section H Highlights Section I Highlights The Submittal The Four Volumes Evaluation Process Contractor Responsibility Milestones DLA Energy Points of Contact

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Purpose of the RFP Convey the Natural Gas, Water and Wastewater Systems at Wright-Patterson Air Force Base, Ohio

Sell System Infrastructure Acquire Utility Services Contract (FAR Part 41) Provide Right-of-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. Conveyance decision is distinct and separate from procurement decision Made by secretary of the Air Force IAW 10 U.S.C. § 2688, DoD Guidance, and Air Force Policy

4. Government Reserves the Right Not to Award the Contract

Source Selection Information – See FAR 2.101 and 3.104

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Source Selection Information – See FAR 2.101 and 3.104

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 Section H - Special Contract Provisions Section I - Contract Clauses Section J - List of Attachments, References, & Exhibits Section K - Representations, Certifications, and other Statements of Offerors Section L - Instructions, Conditions, and Notices to Offerors Section M - Evaluation Factors for Award

RFP Contents

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Source Selection Information – See FAR 2.101 and 3.104

Section B Highlights Regulated Utilities – Tariff (Schedule B-1) 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 Complete Price Schedule Data Sheets (Schedule B.3.1) Price Data Sheet 1- Utility Services Charge (if applicable) Price Data Sheet 2- Renewals and Replacements- 50-YEAR Plan Price Data Sheet 3-Initial System Deficiency Correction(s) / Upgrade(s) / Connection Charge(s) / Transition Period Price Data Sheet 4-Recoverable Portion of Purchase Price Price Data Sheet 5-Proposal 50-Year Charges to the Government, Applicable Tariff

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Source Selection Information – See FAR 2.101 and 3.104

Section B Highlights Non-Regulated Entities Utility Service Charge (Schedule B-2) Fixed Price with Economic Price Adjustment 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 Completed Price Data Sheets May submit alternative proposal(s) utilizing different index or multiple indices or take exception to RFP Offeror bears risk of unacceptability

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C.1 Precedence In accordance with 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. Additionally, 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.

Section C Highlights

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Section C.6.2 Right-of-Access (Non-negotiable clause)

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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Technical

Service Interruption/Contingency and Catastrophic Loss Plan Operations and Maintenance Plan/Quality Management Plan System Deficiency Corrections/Upgrades/Connections and Renewals and Replacements Plan Operational Transition Plan

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Notification Procedures Defined Plan Local or toll free 24 hours, 7 days a week Regulated Utilities to follow their local procedures similar to other customers Response Procedures Emergency: Representative on Site within 1 Hours, Crew on Scene 2 Hours, Remedied or Downgrade 24 Hours Urgent: Initial Response 24 Hours, remedied within 5 Calendar Days Routine: Initial Response 5 Calendar Days, Complete 30 Calendar Days

Service Interruptions / Contingencies and Catastrophes

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Performance Standards (Local, State, Federal…National Elect Code, etc.)

O&M Procedures (Type & Frequency of Tests, Inspections, & Preventative Maintenance) Customer Feedback Mechanisms (Reports, Complaint Systems, Meetings, etc.)

Operations & Maintenance Plan / Quality Management Plan

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System Deficiency Corrections Initial – Section JA3 Government or Industry 1st 5 years Contractor can also identify/Government may or may not accept Future – Changes due to laws/regulations/industry standards Renewals & Replacements Plan Conceptual Methodology for Scheduling Renewals & Replacements 50-Year Schedule of Renewals & Replacements

System Deficiency Corrections/Upgrades/ Connections and Renewals & Replacement Plan

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Seamless Transition Permit Acquisition / Transfer Permits required for New System owner to operate Identification of Work that Must be Accomplished Prior to Transfer - Connections Joint Inventory and Transfer Procedures New Meter Installations and Joint Meter Readings (if applicable) Number of days for transition

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Provide training to ensure military personnel are fully capable of operating and properly certified to operate the Wright-Patterson AFB system in the event that the Government must resume operations, temporarily or permanently, for any reason

Training Requirements/Master Task List No Specialty Skills Training Currently Required

Specialty Training

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Section F Highlights

(Performance Period)

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Mobilization and Other Contingencies Insurance Certificate Self Insure Availability of Funds Liability Environmental Liability Notification of Infrastructure/Service Contract Transfer Government Termination Liability Prior to Conveyance Government Repurchase Sole Option of the Government Non-negotiable clause

Section H Highlights

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Foreign Object Damage Prevention Program Hazardous Substances Known / Reasonably Ascertainable Unknown Interest Allowability of Capital Investment Contribution in Aid of Construction (CIAC). The gov’t will have no liability for, nor will it pay any CIAC tax.

Differing Site Conditions Future SDCs/Upgrades/Connection Charges

Section H Highlights

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I.1 FAR 52.252-2 Clauses Incorporated by Reference I.2 FAR Clauses I.3 DFARS Clauses I.4 Utility Services Clauses I.5 Non-Regulated Utility Clauses

Section I Highlights

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I.6 Other Clauses FAR 52.241-3: Scope and Duration of Contract FAR 52.241-6: Service Provisions, if applicable FAR 52.241-7: Change in Rates or Terms and Conditions of Service for Regulated Services FAR 52.241-13: Capital Credits, if applicable DFARS 252.232-7007: Limitation of Government’s Obligation I-0001 I.I28.01 Federal, State, and Local Taxes (Deviation) I-0002 B.19.40 Economic Price Adjustment – Price Index Utility Services

Section I Highlights

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-Four Volumes- V1. Technical Proposal ………….…Limit 200 Pages per System V2. Past Performance……………………………..Limit 50 Pages V3. Contract Documentation ………………..………..No Limit V4. Price Proposal………… ………..…………………..No Limit All Four Volumes – Provide One Signed Original Hardcopy Provide 4 CD ROMs with All Four Volumes on Each (Technical, Past Performance, Contract Documentation & Price) CDs must be certified virus free Each volume must be complete and accurate without reference to other volumes so that their contents may be evaluated without cross referencing.

Note: For Hardcopy…Provide a Separate Binder for Each Volume for Each Utility System

The Submittal

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-Volume I-

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

The Four Volumes

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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 Performance 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 Performance Standards for Each Line Item in Table L-1 of Section L.4.2.1

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System Deficiency Corrections (SDCs)/Upgrades/Connections and Renewals and Replacements Plan Purpose: To Identify the System Deficiency Corrections and Renewals & Replacements the Offeror Intends to Accomplish Separately show Government Identified and Contractor Identified Deficiencies Common Proposal Shortfalls Not providing an initial 5 year ISDC plan Not providing a conceptual methodology for R&R for entire 50 years Not providing a Schedule 2 without cost in technical volume

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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 any Requested New Meters will be Installed

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-Volume II- References: At least 2, but no more than 6 references within the last 5 years that are recent and relevant (Attachment JA39) 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 Principle Parties Involved, Phone Numbers, and Email Addresses Don’t duplicate information in the JA39 Written statement concerning Regulated status with any independent Federal, state, or local regulatory authority with jurisdiction over each utility service on which the offeror is proposing.

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-Volume III- Signed and dated SF-33 Acknowledge all Amendments Representations and Certifications Completed on-line with Hardcopy in Volume III DFARS clauses must also be submitted (may not be in ORCA) CAS Notices and Certifications FAR 52.230-1 in Section K Alternate Proposals and Exceptions to Terms and Conditions (Section L.6.2)

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-Volume III- CAS Waiver Applicability Include support in proposal FAR 31 Deviation Request Include in initial proposal Completed Service Provisions (FAR 52.241-6) provided in Section I, if applicable Completed Capital Credits (FAR 52.241-13) provided in Section I, if applicable Other Required Information Authorized Personnel / Negotiators Subcontracting Plan (Other Than Small Business) DLA Energy Small Business Office Small Business Subcontracting-Potential Subcontractors Socioeconomic Plan – All Offerors must submit one

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-Volume IV- Schedule B-1 (Regulated Tariff) CLIN 0001: Utility Services Charge Monthly Credit as Payment for Purchase Price Monthly Credit Number of Months Interest Rate Recoverable Portion of Purchase Price

CLIN 0002

Initial System Deficiency Corrections/Upgrades/ Connection Charges

CLIN 0003

Transition Period

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Schedule B-2 (Fixed Price with Economic Price Adjustment) CLIN 0001: Utility Services Charge Monthly Credit as Payment for Purchase Price Monthly Credit Number of Months Interest Rate Recoverable Portion of the Purchase Price

CLIN 0002

Initial System Deficiency Corrections/Upgrades/ Connection Charges

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Schedule B-2 (Fixed Price with Economic Price Adjustment)

CLIN 0003

Transition Period All offerors must submit:

Schedule B-1 or B-2 and Price Data Sheet(s) 1, 2, 3, 4, and 5 or 6 (see Section B- for applicability) Introduction, Price Proposal, and Pricing Assumptions Accounting System, Standard Estimating Methodology

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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 Schedule 2 to Mathematically Derive Your Monthly Charge for Renewals and Replacements 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 2014, then proposals should be submitted in 2014 dollars) Not Including Each Inventory Line Item (Reference Table 1 of the Utility Specific Section JA) in Schedule 2

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Common Proposal Shortfalls (cont’d) Not Providing a Price for the Renewals & Replacements of Each Inventory Line Item in Each Year it is Replaced Not indicating 50 years of proposed billing to Government in constant (real) dollars Failure to Demonstrate Understanding that Monthly Payments for a Specific Project will not Begin Until Specific Project is Complete and in Service Failure to Demonstrate Understanding that 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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B.2.1 Schedule B-1 Regulated Tariff

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B.2.2 Schedule B-2 Fixed Price Economic Price Adjustment

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Price Data Sheet 1– Utility Services Charge

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Price Data Sheet 2– Renewals and Replacements- 50-YEAR Plan

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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

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

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Price Data Sheet 6– Proposal 50-Year Charges to the Government, Constant 20XX$

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General Offerors Submit Proposals in 4 Volumes 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 Factor 2: Past Performance

Evaluation Process

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General (cont’d) 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 Cost and Benefits to the United States Factor 4: Socioeconomic Plan Factor 5: Price

Evaluation Process

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Technical Capability, Past Performance, and Risk are of approximately equal 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 subfactor level.

Under Technical Capability, all subfactors are of approximately equal importance; however, a less than acceptable rating for any subfactor will result in a less than acceptable rating for the overall Technical Capability factor.

Under Risk, all subfactors are of approximately equal importance; however, a high risk rating in any subfactor will result in a high risk rating for the overall Risk factor.

Order of Importance

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General Comments Determination of Responsible Prospective Contractors (FAR 9.104-1) Responsibility Financial Risk Audit Accounting System Audit Cost Accounting System Audit, if applicable Source Selection Information – See FAR 2.101 and 3.104 Determination of a Responsible Contractor FAR Part 9

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Wright-Patterson AFB Natural Gas, Water & Wastewater

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DLA Energy POCs Contracting Officer Farheena Khan (703)767-4512 Farheena.Khan@dla.mil

Contract Specialists Stephanie Fantasia (703)767-9523 Stephanie.Fantasia@dla.mil

Megan Kesler (703) 767-9553 Megan.Kesler@dla.mil

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Questions & Answers

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DEFENSE LOGISTICS AGENCY

AMERICA’S COMBAT LOGISTICS SUPPORT AGENCY

WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

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