20150225_KAFB_PPC_IND_Briefing.pdf

PDF 3 MB Posted Apr 16, 2015

Attached to: Privatization of the Electric, Natural Gas, Water, and Wastewater Utility Systems at Keesler Air Force Base (AFB), Mississippi
Solicitation number: SPE600-15-R-0803
Issued by: Defense Logistics Agency Energy

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Preproposal conference briefing

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Other files

File	Type	Posted
SPE60015R0803_Amend_0007.pdf	PDF	Apr 18, 2017
SPE60015R0803_Amend_0006.pdf	PDF	Oct 15, 2015
SPE60015R0803_Amend_0005.pdf	PDF	Jul 22, 2015
SPE60015R0803_Amend_0004.pdf	PDF	May 22, 2015
SPE60015R0803_Amend_0003.pdf	PDF	Apr 29, 2015
SPE60015R0803_Amend_0002.pdf	PDF	Apr 16, 2015
20150225_KAFB_PPC_IND_Attendees.pdf	PDF	Apr 16, 2015
SPE60015R0803_Amend_0001.pdf	PDF	Feb 10, 2015
JA46_Sample_Contract_Table_J.1-1.pdf	PDF	Feb 5, 2015
JA38_Federal_Equivalents.pdf	PDF	Feb 5, 2015
JA39_Past_Performance_Information.pdf	PDF	Feb 5, 2015
RFP_SPE60015R0803_20150205.pdf	PDF	Feb 5, 2015
JA42_B_Schedules_and_Price_Data_Sheets.xlsx	XLSX spreadsheet	Feb 5, 2015
JA44_Quality_Assurance_Surveillance_Plan_(QASP).pdf	PDF	Feb 5, 2015
JA40_Example_Completion_of_Schedules_for_FP-EPA_Type_Contracts.pdf	PDF	Feb 5, 2015
JA43_Specialty_Skills_Training_Requirements.pdf	PDF	Feb 5, 2015
JA45_Subcontracting_Plan.pdf	PDF	Feb 5, 2015
JR1_Sample_Bill_of_Sale.pdf	PDF	Feb 5, 2015
JR2_Technical_Evaluation_Categories.pdf	PDF	Feb 5, 2015
JA41_Wage_Determinations.pdf	PDF	Feb 5, 2015

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1WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

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

DEFENSE LOGISTICS AGENCY

AMERICA’S COMBAT LOGISTICS SUPPORT AGENCY

DEFENSE LOGISTICS AGENCY

AMERICA’S COMBAT LOGISTICS SUPPORT AGENCY

WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

Keesler AFB, MS Electric, Natural Gas, Water, and Wastewater Systems

Industry Pre-Proposal Conference

February 25, 2015 Brian Koessel, Contracting Officer

Kent Straub-Jones, Contract Specialist DLA Energy, Utility Services Division

2WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

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

Agenda

• Purpose of the RFP

• RFP Contents

• Review Solicitation

• Arranging Additional Site Visits

• Proposal Submittal

– The Four Proposal Volumes

• Evaluation Factors for Award

• Milestones

• DLA Energy POCs

3WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

Purpose of the RFP

Privatize the Electric, Natural Gas, Water, and Wastewater Utility Systems at Keesler AFB, MS

(If Economical)

• Convey System Infrastructures

• Acquire Utility Services Contract (FAR Part 41)

• Provide Right of Access/Easement

Notes:

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

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

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

4WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

RFP Contents

• Section B - Supplies or Services and Prices/Costs

• Section C - Description/Specifications/Work Statement

• Section D - Packaging and Marking – N/A

• 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, Exhibits, & References

• Section K - Representations, Certifications, and other

Statements of Offerors

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

• Section M - Evaluation Factors for Award

5WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

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 a proposed timeframe for approval is provided

6WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

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

• Fully built up monthly Utility Services Charge (includes

O&M and R&R)

• Prices adjusted on annual basis

• Price Adjustments based on Bureau of Labor Statistics

(BLS) Consumer Price Index Urban Regional

• Price Adjustments applicable to Monthly Utility Services

Charge only

• Complete Price Data Sheets 1 through 4, and 6

• May submit alternate proposal(s) utilizing different

Government published index or multiple indices or take exception to RFP*

*Offeror bears risk of unacceptability

Review Solicitation:

Section B – Services and Price/Costs

7WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

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)

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.

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

8WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

C.3 Requirement

• Contains general requirements applicable to all systems

• Performance Standards – required to adhere to specified industry standards

• Commodity may be included as alternate proposal

C.6 Access to the Utility System

• The Government provides a Right of Access/Easement to the Installation and the utility systems

• May restrict who, when and how many may have access to secure areas of the Installation

• May require background investigations, including security clearances

• Contractor is responsible for actions of its employees, sub-contractors, and agents while on the Installation

9WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

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 Js

• Types of Service Requests & Response Times

• Routine

• Urgent

• Emergency

• Life or Death

• Not Life or Death

10WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

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

11WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

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

• Initial System Deficiency Corrections (SDCs) /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 (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

• Renewals and Replacements

• Investments in the utility system to renew or replace system components that fail or reach the end of their useful life

12WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

C.12 Operations and Maintenance/Quality Management Plan

• 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 Operational 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

13WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

Review Solicitation Section E – Inspection and Acceptance

• FAR 52.246-4 Inspection of Services Clause – not applicable to regulated tariff offerors who propose with Schedule B-1

Section F – Deliveries or Performance

• Utility Services Contract Term – maximum of 50 years

Phase I Phase II

Transition Period (Pre-performance)

Contract Start Date (Performance Period)

Contractor proposes duration of Transition Period;

Transition Period begins upon execution of contract award unless a later date is specified.

Transition Period ends with the conveyance of the Utility System Infrastructure and

Performance of Utility Services Contract begins.

14WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

Section G – Contract Administration Data

• Contracting Officer’s Representative (COR)

• Submission and Payment of Invoices – iRAPT

• (formerly known as WAWF)

• Price Adjustments

• Accounting Procedures

• Accounting and Appropriation Data

Section H – Special Contract Provisions

• Insurance Requirements

• Government Repurchase Option – non-negotiable

• Hazardous Substances

• Must comply with all applicable laws and regulations

• Contribution in Aid of Construction (CIAC) Tax Liability

• Differing Site Conditions

• Disposition at Contract Expiration

Review Solicitation

15WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

Section I – Contract Clauses

• Federal Acquisition Regulation (FAR)

• Defense FAR Supplement (DFARS)

• Utility Services Clauses Incorporated by Reference (IBR)

• Clauses IBR for Non-Regulated and Regulated Offering Non- Tariff Rate Entities

• Clauses Incorporated by Reference: Construction Wage Rates Requirements

• Other Clauses

Section J – List of Attachments, Exhibits and References

• Utility-Specific Attachment (JA01, JA02, JA03, JA04)

• Installation Utility System Description

• System Inventory

• Specific Service Requirements

• Planning and Programming

• Current Supply Arrangements

16WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

Section J – (Continued)

• Monthly Submittals

• Government Recognized System Deficiencies

• JA38 – Federal Equivalents

• JA39 – Past Performance Information

• JA40 – Example Completion of Schedules for FP-EPA

Type Contracts

• JA41 – Wage Determinations

• JA42 – B Schedules and Price Data Sheets

• JA43 – Specialty Skills Training Requirements

• JA44 – Quality Assurance Surveillance Plan (QASP)

• JA45 – Subcontracting Plan

• JA46 – Sample Contract Table J.1-1

• JR1 – Sample Bill of Sale

• JR2 – Technical Evaluation Categories

17WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

Section K – Representations, Certifications & Other Statements of Offerors

• Use of System for Award Management (SAM) Web Site: https://www.sam.gov

Section L – Instructions, Conditions, and Notices to Offerors

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

• Initial Site Visit Water/Wastewater – Feb 26, 2015, 9:00 AM

• Initial Site Visit Electric/Natural Gas – Feb 27, 2015, 9:00 AM

• Proposal Preparation Instructions (L.3 - L.7) Section M – Evaluation Factors for Award

• Proposals will be evaluated based on five (5) Factors

• Technical Capability and Risk will be evaluated at the subfactor level

18WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

Arranging Additional Site Visits

• Send request to Contracting Officer

– Desired Dates and Times for Visits

• Should provide advance notice

• Should provide alternate dates

• Visit Duration Restrictions

• Escort Requirements

• Installation Access Requirements

19WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

Four Proposal Volumes I. Technical………….……………….…..Limit 200 Pages

(Per System) II. Past Performance………………….. Limit 50 Pages

(Per System) III. Contract Documentation …..…….. No Limit IV. Price………………………………….. No Limit

• Offeror may propose on one, multiple, or all systems

• Each system must have separate price and technical proposal volumes

• Offeror must clearly identify system(s) and pricing method offered

• Provide 5 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

Proposal Submittal (L.3.1)

20WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

• Page limitations from L.3.1 still apply

• If submitting grouped proposals shall submit single consolidated Volume I, II, III, and IV

• If Offeror wants to be considered for the award of a single system in the event their grouped proposal is not acceptable to the Government:

– Provide separate Volume I and Volume IV only addressing the requirements for that system shall also be submitted for review and evaluation.

Grouped Proposal (L.3.2.1)

Number of Volumes Required for Submittal

Volume No.

Single System

Proposal

Grouped System Proposal

Grouped System and Single System Proposals

I - Technical 1 1 1 Grouped + 1 Per Single System

II – Past Performance 1 1 1 Grouped

III – Contract Documentation 1 1 1 Grouped

IV - Price 1 1 1 Grouped + 1 Per Single System

21WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

• Primary Focus

• Service Interruption/Contingency and Catastrophic

Loss Plan

• Operations and Maintenance Plan/Quality

Management Plan

• Initial System Deficiency Corrections (ISDCs)/

Connections and Renewals and Replacements Plan (R&R)

• Operational Transition Plan

Volume I – Technical Proposal

22WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

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 a Requested Plan.

23WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

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.

24WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

Initial System Deficiency Corrections/Upgrades/Connections 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 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 prices in the technical volume

25WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

Operational Transition Plan

• Purpose: Demonstrate Ability to 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

26WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

Volume II – Past Performance

• Past Performance Information (JA39)

• References of at least 2 but not more than 6 of your largest customers of similar complexity and scope within last 5 years for each system offered

• References for proposed subcontractors (>$500,000)

• List of system acquisitions in past 5 years that includes, at a minimum:

• Name of acquisition or project

• Brief description of contract or subcontract

• Total contract value

• Period of performance

• Principal parties involved, phone numbers and e-mail addresses

27WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

• Written Statement on Status with Regulatory Authority to Include:

• Name of Authority

• Address/Telephone

• Point of Contact

• Discussion of any violations, penalties, or other enforcement actions over the previous five years

• 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 and must be provided for each system on which offeror is proposing

Volume II – Past Performance

28WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

Volume III – Contract Documentation

• Original Signed and dated SF-33

• Acknowledge all Amendments

• Representations and Certifications

• Completed on-line with copy in Volume III including registration in SAM

• 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

29WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

• 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 a Plan and are required to address all 7 criteria

Volume III – Contract Documentation

30WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

• 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 required for each utility system

• In a grouped offer, if the privatization of any single system is not cost effective, the entire offer will not be considered for award

• Pricing Assumption Matrix

• Standard Estimating Methodology

Volume IV – Price Proposal

31WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

Volume IV – Price Proposal 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

32WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

Volume IV – Price Proposal B.2.1 Schedule B-1 Regulated Tariff

Utility System: ________________

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

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

0002 $ $

0003 Each $ $ a Utility system to be filled in by the Offeror. A Schedule B-1 must be completed for each utility system offered, except as specifically stated in Section L. 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.

33WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

• 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

34WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

Volume IV – Price Proposal B.2.2 Schedule B-2 Fixed Price with Economic Price Adjustment

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 $ $ a Utility system to be filled in by the Offeror. A Schedule B-2 must be completed for each utility system offered, except as specifically state in Section L. 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.

35WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

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 O&M costs (manpower, materials, transportation, supplies, etc.) were calculated

• Not explaining how the price data shown in the Price Data Sheet 2 was used to mathematically derive the monthly charge for Renewals and Replacements

36WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

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

37WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

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) 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 completing Price Data

Sheet 2

38WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

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.

39WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

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 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

40WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

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

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

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

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Price Data Sheet 6 – Proposal 50-Year Charges to the Government, Constant 2018$ (Non-Regulated)

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

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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 2016, then proposals should be submitted in 2016 dollars)

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

• Not providing MS Excel workbooks with all calculations and logic intact to show how price was developed (L.7.5, L.7.8.1)

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Source Selection Information – See FAR 2.101 and 3.104

M.1 Basis for Conveyance and Contract Award

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

• Government reserves the right to 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

Section M: Evaluation Factors for Award

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Source Selection Information – See FAR 2.101 and 3.104

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

• Factor 5: Price

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Source Selection Information – See FAR 2.101 and 3.104

M.2.1 Order of Importance for Evaluating Factors and Subfactors

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

• Technical Capability and Risk will be evaluated at the Subfactor level.

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

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Source Selection Information – See FAR 2.101 and 3.104

M.3 Conveyance Determination

• Once an offeror is selected, but before an award can be made the

Military Service must determine whether conveyance of the utility system(s) will be made.

• This conveyance decision is distinct and separate from the procurement decision and is not governed by the terms of the FAR or this Solicitation. Rather, the conveyance decision will be made by the Military Service in accordance with 10 U.S.C. § 2688 and OMB, DoD, and Military Service executive policies.

• The Government will attempt to make Military Service specific policies available in the technical library and upon request, however, it is the offeror’s responsibility to conduct due diligence in researching applicable current law and policies.

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Issue Request for Proposal 5 Feb 15 Pre-proposal Conference 25 Feb 15 Initial Site Visit 26 Feb 15

• Initial Proposals Due 5 Jun 15

• Contract Award 29 Sep 17

*Subject to change

Milestones: Keesler AFB, MS (E/G/W/WW) *

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DLA Energy POCs

• Contracting Officer:

Brian Koessel Phone: (703) 617-1534

E-mail: brian.koessel@dla.mil

• Contract Specialists:

Angelique Dickerson Phone: (703) 617-1473

E-mail: angelique.dickerson@dla.mil

Ryan Spahr Phone: (703) 617-1462 E-mail: ryan.spahr@dla.mil

Kent Straub-Jones Phone: (703) 617-1471 E-mail: kent.straub-jones@dla.mil

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DEFENSE LOGISTICS AGENCY

AMERICA’S COMBAT LOGISTICS SUPPORT AGENCY

DEFENSE LOGISTICS AGENCY

AMERICA’S COMBAT LOGISTICS SUPPORT AGENCY

WARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENTWARFIGHTER SUPPORT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT

File details come from the government source that posted it. Updated Nov 14, 2017.