IEGC_PPC_Slides.pptx

Supplier Advocate Team Ashleigh Johnson & Susan Lowe Maintain strong relationships with existing industry partners and build new relationships with perspective partners.

Act as the supplemental point of contact for suppliers with non-contracting questions.

Manage every aspect of industry engagements, from fielding meeting requests to coordinating the logistics.

Co-chair the Supplier Advocacy Council (SAC) Manage the DLA Energy Industry Engagement webpage & Industry Connections https://www.dla.mil/Energy/Business/IndustryEngagement/ Leads for the DLA Energy Worldwide Energy Conference Contact us: Energy.Industry-Engagement@dla.mil

Warfighter Always

2022 DLA Energy Worldwide Energy Conference

Warfighter Readiness through Stronger Partnerships March 28-30, 2022 Gaylord National Hotel & Convention Center Monday, March 28, 2022 Military Services Day Expanded Industry Day DLA Energy at a Glance Sessions Industry White Papers Pre-proposal Conferences Academia Sessions Special Networking Sessions Trade Show Opening & Reception

Tuesday, March 29, 2022 Conference Opening Networking Session Panels, Sessions & Trade Show

Wednesday, March 30, 2022 Morning Networking Session Panels, Sessions & Trade Show Closing Networking Session Proposed Agenda* *Subject to change Find out more at:

DLAENERGY-WWEC.COM

Inland/East/Gulf Coast Offshore (IEGC)

SPE602-21-R-0708

Program and Solicitation Overview Stephanie Koessel, Contracting Officer May 20, 2021

The Nation’s Combat Logistics Support Agency

Established 1961

Program Description Program: The IEGC program covers the estimated annual domestic bulk fuels requirements under the IEGC regions and Purchase Programs, serving approximately 250 Military/DoD Facilities Locations:

Program Description Requirements:

Distillate, Naval (F76) 9140-00-273-2377, PP 2.5a: 129,091,000 USG Turbine Fuel, Aviation (JAA) 9130-00-359-2026, PP 2.2a: 834,751,000 USG Turbine Fuel, Aviation (JP5) 9130-00-273-2379, PP 2.2c: 181,881,00 USG Turbine Fuel, Aviation (JP8) 9130-01-031-5816, PP 2.2a: 167,000 USG Methods of Delivery:

FOB Origin and Destination Tanker, Barge, Tank Truck, Railcar, and/or Pipeline

Program Description Ordering Period:

Date of award through March 31, 2023 Delivery Period:

April 1, 2022 through March 31, 2023, plus a 30-day carry-over period Contract Type:

Fixed Price, Indefinite Delivery/Indefinite Quantity with Economic Price Adjustment (EPA) Minimum Lift Guarantee of 75% of the total original contract volume (Provision I86.12) Multiple Awards Competition:

Full and Open Competition IAW FAR 6.1 Full and Open Competition after Exclusion of Sources IAW FAR 6.2 49.03% Set Aside for Small Business Concerns

Solicitation Overview Solicitation:

SPE602-21-R-0708

Now on Contract Opportunities via beta.sam.gov, not FedBizOpps (FBO) Negotiated Request for Proposal (RFP) Intend to award with discussions System for Award Management (SAM) registration required at https://www.sam.gov/portal/public/SAM

Timeline and Key Dates:

Draft Solicitation on May 18, 2021 Final Solicitation expected on June 25, 2021 Deadline for receipt of offers is expected to be July 9, 2021 Awards expected to be made on or around February 1, 2022 Delivery period will begin April 1, 2022

Offeror Submittals What To Submit:

SF-1449

Offeror Submission Package (OSP) Applicable fill-in clauses/provisions Quality Control Plan Outline (Two Page Limitation) Representations and Certifications (Section K) F-76 Traceability Page Supply Commitment Letter (Non-manufacturers Only) (L704) Small Business Subcontracting Plan (Large Businesses Only)

Offer Submittal Through the Offer Entry Tool (OET):

Ensure entity has access to the OET STRONGLY RECOMMENDED to enter and test the system prior to submitting your offer You do not want to be in a position where you are unable to submit on the deadline if your account is locked, you are having system issues, or another unforeseen issue arises

Evaluation Round Overview FAR 52.212-2 Evaluation-Commercial Items

1) Initial Offers

2) Interim Proposal Round Last opportunity to add new shipping points, products, methods of delivery, sources of supply/supply commitment letter, FOB, escalators, or exception requests Offerors will be provided a Minimum Cost Bid Evaluation Worksheet (MCBEW)

3) Final Proposal Revisions (FPR) The most recent OET submission will be evaluated as offeror’s FPR if an offeror chooses not to revise its offer during this round, and offer is not withdrawn

4) OET Price Reduction Round (Optional) Offerors will be provided a MCBEW and a Laid Down Cost Report (LCR) Multiple Price Reduction Rounds may be conducted Determine the lowest laid down cost and overall bid award pattern

OSP / OET Matrix

Evaluation Offer Evaluation Method:

Lowest price, technically acceptable source selection process described under FAR 15.101-2 Section M, FAR 52.212-2 Evaluation – Commercial Items (OCT 2014) Tradeoffs will not be permitted in this acquisition

Factor 1: Technical Acceptability: Offer conforms to material solicitation requirements in the following subfactors:

Supplies or Services and Prices/Cost, Section B:

(i) Offer meets all schedule requirements in Section B, (ii) Offered line items meet the delivery requirements of the schedule for additives required, (iii) Offered line items meets the delivery requirements of the schedule for mode and FOB point, (iv) Offer line item meets the required minimum and maximum quantity of the schedule Description/Specifications/Statement of Work, Section C:

(i) Offer meets all specification requirements outlined in Section C provisions (ii) For F76 offers, offer includes a completed and signed Traceability form for F76 fuel offers in accordance with Provision C16.23 FUEL, NAVAL DISTILLATE (F-76)

Evaluation Factor 1: Technical Acceptability (Continued) Inspection and Acceptance, Section E:

(i) Offer meets all inspection requirements outlined in Section E Provisions (ii) Offer certifies that it has a Quality Control Plan (QCP), On file with DLA Energy that is no more than 24 Months old or provide an outline, not to exceed two pages in length of a proposed QCP describing the offeror’s current inspection system and quality assurance procedures, with references to the corresponding requirements in provisions E1 and/or E1.21.

Deliveries or Performance, Section F:

(i) Offer meets all requirements outlined in Section F provisions (ii) Offer includes completed information under Sources of Supply for all products and shipping points (iii) Offer includes completed information under Parcel Shipping Sizes and Daily Capacity for all products, modes and shipping points offered. (iv) Offer includes completed information under Tanker and Barge Loading Facility Data (if offering via Origin Barge/Tanker mode) (v) Offer includes completed information under Port Restrictions (if offering via Origin Barge/Tanker mode)

Evaluation Factor 2: Price DLA Energy uses a computer evaluation model, the Bid Evaluation Model (BEM), to factor in numerous variables. These variables include the offerors’ offered prices, fuel types and quantities, minimum and maximum award quantities, offered locations, shipment mode capabilities, minimum and maximum cargo sizes, customer receipt locations, receipt mode capabilities, and any other conditions included in the offerors’ proposals. The BEM calculates the overall distribution of fuel from offerors’ facilities to specific customer locations that is the lowest total combination of price for product and transportation.

Clause Updates M24 Evaluation of Offers Involving F.O.B Tanker Loading (All Programs) (DLA ENERGY Oct 2020) Conformed for all programs Considers one-way mileage instead of two-way mileage

M72.10 Evaluation of Offers (Exceptions/Deviations) (Bulk) (DLA Energy Sep 2020) Exceptions must be in Section M to be evaluated Guidance on attaching exceptions Non-compliant exceptions will be rejected Exceptions not explicitly accepted by Government in negotiations are considered rejected

Escalators

B19.33 ECONOMIC PRICE ADJUSTMENT

Offered prices must be tied to base reference price Solicitation lists available escalators with detailed descriptions of the formula and any adjustment factors for evaluation purposes only Offeror’s can propose alternate escalators as an exception (M3.01) Adjustment factor will apply to alternate escalators Offered prices input in OET should reflect the total offer price (Base Reference Price + Margin)

Responsibility Determination FAR Subpart 9.1: Responsible Prospective Contractors An affirmative responsibility determination must be made prior to award

FAR 9.104 General Standards Reps and Certs (SAM.beta.gov)

FAR 9.106 Preaward Surveys:

Information needed in initial offer but no later than interim offers Quality Assurance Representatives need a minimum of 30 days to complete Supplier Commitment Letters and Transportation Agreements required DLA Energy Requirements L704, Evidence of Responsibility L2.09, Evidence of Responsibility (Operating Criteria)

Offeror Inputs / How can you help?

Exceptions/Waivers Must be submitted in OET in interim proposal submittal Long lead times for approval Submitting in proposal vs after award Interims October 5, 2020 / Performance began April 1, 2021 Adding alternate shipping points PAS (up to 30 days) No guarantee unless included in proposal Submit complete initial proposals Last Year Initial Submittals:

Approx. 553 sequence lines X Four Technical SubFactors = 2,248 Tech Ratings 1,003 or 45% of Tech Ratings were unacceptable at award Approx. 624 or 62% of unacceptable items at initials were resulting from incomplete fields in OET

IEGC Points of Contact

Stephanie Koessel Lead Contracting Officer DLA Energy FEBE stephanie.koessel@dla.mil

(571) 767-9127

Daniel Ferry Division Chief DLA Energy FEBE daniel.ferry2@dla.mil

(571) 767-8411

Paul Johnson Lead Contract Specialist DLA Energy FEBE paul.johnson@dla.mil

(571) 767-2966

Joseph Yacovone Contracting Officer DLA Energy FEBA joseph.yacovone@dla.mil

(571) 767-0456

Hamida Ahmadi Division Chief DLA Energy FEBA hamida.ahmadi@dla.mil

(571) 767-8485

Questions Source: IEGC Pre-Proposal Conference As of May 20, 2021

IEGC Pre-Proposal Conference Emily Weaver, IEGC Program Manager

Established 1961 Technical Evaluation Lowest Price, Technically Acceptable (LPTA) Source Selection Technical Team Comprised of representatives from Inventory Planning, Tanker Operations, Transportation, Quality Assurance, and Product Technology & Standards.

Technical Team reviews offers submitted through the Offer Evaluation Tool (OET) against the Solicitation posted on BetaSAM.Gov website.

Each offeror is evaluated solely based upon the offer's compliance with the solicitation factors and subfactors outlined in Section M Evaluation Factors for Award.

Tech Team will ensure the evaluation process follows the evaluation criteria and the ratings are appropriately and consistently applied to all offers.

Technical Evaluation Missing/Incomplete details may result in an Unacceptable rating for corresponding bid lines.

Examples of Missing Data:

Mode, Min/Max Quantities, Shipping Point Source/Refinery, Max Monthly Production Inconsistent Shipping Point and Source Point Names Parcel Shipping Sizes & Daily Capacity Pipeline Shipping Point and Ingress, Min/Max Parcel Size, Lift Interval Barge/Tanker Facility Loading and Port Information Map Coordinates Shutdown Period Exceptions/Waivers (if applicable)

Technical Evaluation A.1. Origin Offer - Mode, Min/Max Quantities, Shipping Point

A.2. Destination offer - Mode, Min/Max Quantities, Shipping Point Source: IEGC Pre-Proposal Conference As of May 20, 2021

OET - Entering Offers Main Menu: Origin Bid Offers Sub-Menu: N/A OET - Entering Offers Main Menu: Destination Bid Offers Sub-Menu: N/A

Technical Evaluation B. Total Additives

Source: IEGC Pre-Proposal Conference As of May 20, 2021

Not Included

OET - Entering Offers Main Menu: Origin/Destination Bid Offers Sub-Menu: Total Additives

F.2. Shipping Points Supplied via Source/Refinery

F.1. Maximum Monthly Production

*Please provide maximum production that is offered with your Offer Submission Packet Source: IEGC Pre-Proposal Conference As of May 20, 2021

Shipping Point D, NJ F76 Refinery C, TX Shipping Point C, TX

OET - Offer Submission Data Main Menu: Source of Supply Sub-Menu: Shipping Points Supplied By Each Refinery Source OET - Offer Submission Data Main Menu: Source of Supply Sub-Menu: Production Capacity for Each Source

G.1.a. Parcel Shipping Sizes & Daily Capacity - Origin

VENDOR NOTES: Max truck loading for Shipping Point, VA is 13 trucks for both Origin or Destination

G.1.b. Parcel Shipping Sizes & Daily Capacity - Destination

VENDOR NOTES: Max truck loading for Shipping Point, VA is 13 trucks for both Origin or Destination

Source: IEGC Pre-Proposal Conference As of May 20, 2021

OET - Offer Submission Data Main Menu: Parcel Shipping Sizes & Daily Load/Move Capacity Sub-Menu: Truck/Railcar Origin Truck/Railcar Destination

G.2. Pipeline

VENDOR NOTES: Ingress Point is Parrish, LA.

G.3. Barge/Tanker

VENDOR NOTES:

Source: IEGC Pre-Proposal Conference As of May 20, 2021

OET - Offer Submission Data Main Menu: Parcel Shipping & Daily Load/Move Capacity Sub-Menu: Pipeline; Tanker

Technical Evaluation G.4. Would the parcel size/lift interval for one product or mode impact the available parcel size/lift for any other product mode or mode at the same shipping point?

Source: IEGC Pre-Proposal Conference As of May 20, 2021 OET - Offer Submission Data Main Menu: Parcel Shipping & Daily Load/Move Capacity Sub-Menu: Pipeline; Tanker

H.1. Origin Tanker/Barge Loading Facility Data

H.2. Facilities Restrictions/Capacity Ballast

H.3. Map Coordinates (Pier Side) 00°00’00"N 00°00’00“E

Source: IEGC Pre-Proposal Conference As of May 20, 2021

OET - Offer Submission Data Main Menu: Facilities Restrictions/Capacities Cargo Sub-Menu: Facilities Restrictions, Capacity Ballast, Map Coordinates

I.1. Port Restrictions

I.2. Other Restrictions Source: IEGC Pre-Proposal Conference As of May 20, 2021

Main Menu: Port Restrictions Sub-Menu: For Each Shipping Point, Other Restrictions

I.3. Operating Hours for Berthing and Loading

I.4. Additional Vetting Criteria & Port Restrictions Source: IEGC Pre-Proposal Conference As of May 20, 2021

Main Menu: Port Restrictions Sub-Menu: Operating Hrs for Berthing & Loading and Additional Vetting Criteria

J. Quality Control Plan

K. Truck/Truck Trailer Free Time and Detention Rates Source: IEGC Pre-Proposal Conference As of May 20, 2021

hour) Shipping Point A, VA 2 $100.00

corresponding requirements in E1 and/or E1.21.

Main Menu: Quality Assurance & Truck Free Time & Detention Rates

L. SCHEDULE OF REFINERY SHUTDOWNS FOR TURNAROUNDS

(1) No shutdowns planned []

(2) Shutdowns planned [X]

As of May 20, 2021 OET - Offer Submission Data Main Menu: Schedule of Refinery Shutdowns For Turnarounds

Requests for Exceptions

As of May 20, 2021

OET - Offer Submission Data Main Menu: Requests for Exceptions Sub-Menu: M.1., M.2., M.3., M.4. M.5.

O. General Comments

As of May 20, 2021 OET - Offer Submission Data Main Menu: General Comments

Questions

DLA Energy Bulk Petroleum Products

IEGC

Quality Technical Support Cheng Yen Quality Technical (AT) Domestic Bulk Petroleum Products

Established 1961 Overview

Flash Point Requirement for F76

F76 Traceability Sheet

Section C Waivers (M. Requests for Exception)

Batch Sampling Requirement (F76 and JP5)

Quality Assurance Provisions (C-QAP)

C-QAP 16.23 (F76 Fuel) Flash Point Requirement Change OLD: 60oC minimum (62.5oC for multi-product pipeline) NEW: 62.5oC minimum for ALL origin offers

F76 Traceability Sheet

Source: Director’s Office DLA Slide Template As of August 26, 2020

F-76 Traceability Sheet Source: Director’s Office DLA Slide Template As of August 26, 2020

Located in

QAP C16.23

F-76 Traceability (Part 1)

Option 1: refiners, full control of supply chain Option 2: not yet established, once established will be constant, traders with set source of supply Option 3: different source every time, buy whatever they can, dynamic supply chain

F-76 Traceability (Part 2)

Section C Waiver Request Waiver Request: Unapproved additive, please provide the following:

Name of additive Concentration of additive (e.g., max concentration) Technical reason Supporting documentation Safety Data Sheets (SDS) Product Spec Sheet Miscellaneous

Batch Sampling Requirement 20mL sampling requirement for JP5 and F76 JP5 (QAP C16.01, section d) and F76 (QAP C16.23, section e).

All-level sample or Composite of U/M/L samples

When to sample? Upon completion of each individual procurement batch “Batch”: specific quantity of product that is processed or utilized as a single unit and tested to meet test criteria and specifications

Submission period: shipped with 30 days of delivery of procurement batch along with CoQ Contract number, contractor’s name, product, refinery location, quantity of tank/batch, etc.

Send samples to:

US Naval Research Laboratory ATTN: Thomas Loegel 4555 Overlook Ave., S.W.

Washington D.C. 20375-5320

JP5 (QAP C16.01, section d) and F76 (QAP C16.23, section e).

Source: Director’s Office DLA Slide Template

Batch Sampling Requirement

Contact Information Primary Cheng Yen Cheng.Yen@dla.mil 571-767-5295

Backup David Grieco David.Grieco@dla.mil 571-767-0007

Questions?

Quality Assurance Provisions (QAPs) Marcus Ortman Quality Program Manager, Americas 571-363-8916 marcus.ortman@dla.mil

Established 1961 E Quality Assurance Provisions (QAPs)

CONTRACTOR INSPECTION RESPONSIBILITIES:

The QAP used depends on product type and mode of transport:

E1.21 applies for commercial fungible Jet A/A-1 with & without additives. Modes: P/L, TT, and TC. E1 applies to all others, including Jet A/A-1by marine vessel.

E1: QCP changes: if a vendor has a QCP on file within the last two years, they do not need to submit a QCP outline. If outline is required, estimated two pages, and must reference corresponding requirements in E1/E1.21.

E1.21 Company Plan – but must address those points cited under E1.21: COQ, additive injection procedures (homogeneity), inspect TC, provide test reports to P/L Company (must meet their spec), documentation (COQ & BOL) to QAR, P/L, and/or truck driver. Annotate additive concentrations on COQ or BOL.

E Quality Assurance Provisions (QAPs) Other “E” QAPs:

E12 Point of Acceptance – defines where Acceptance takes place.

E22.01 Point of Inspection – where Gov’t inspection takes place. Normally inspection occurs at Origin.

E22 Inspection Offices – Which Region covers which states. For IEGC - Americas East.

E35 – Non Conforming Supplies – Request goes to Contracting.

E40.01 MIRR in WAWF/iRAPT – Marine, P/L, TT.

IGEC Pre-Proposal Conference Jesse Hall Office of Market Research

Established 1961 Pricing Fixed Price with Economic Price Adjustment Economic Price Adjustment Explained Price Escalators = Published prices used to adjust contract prices over time (allows prices to fluctuate with the market) Base reference price = Escalator price on the base reference date (4/20/21) Offer price - Base reference price = Margin Invoice price = Reference price on lift date + Margin

Pricing Default Escalators

Published price we believe most accurately reflects price movements for that product in the specified location IEGC default escalators are prior weekly averages (updated on Tuesday) JP5/JP8/JAA: Platts Jet Kero 54 USGC Pipeline PJABO00 F76: Platts ULSD USGC Pipeline AATGY00

Pricing Uncommon Escalators Escalators proposed by offerors that differ from DLA default escalator Other pricing sources, assessment locations, calculation methods (pending approval) Many from prior years already included Evaluation factors are applied to all offer prices based on uncommon escalators

Pricing

Evaluation factors

Pricing Evaluation Factors – Calculation

Pricing Evaluation factors – Why?

Evaluate offers based on the relationship of the uncommon escalator and the default escalator for a 12-month period

Looking at full 12-month average for the comparison allows us to see the "normal" relationship between the two escalators

Used only for price evaluation – Will not be factored into invoice prices once contract performance begins

Offer Entry Tool (OET) Darren Dunham Supplier Relationship Manager

Established 1961

AGENDA

Source: Director’s Office DLA Slide Template As of August 26, 2020 What is the Offer Entry Tool (OET) Solicitation/OET Sequence Getting Access Parts of an OET Offer Best Business Practices Getting Help with OET

OFFER ENTRY TOOL (OET)

Source: Director’s Office DLA Slide Template As of August 26, 2020 Bulk OET

An web-based tool for use in submitting offers Replaces the hard copy offer submission package URL: https://offerwizard.dla.mil/bulkoet/bulkoet.html Bulk vs Direct Delivery OET Different systems Is OET required?

Solicitation will state if OET is mandatory IEG, RMW, AEM and WP use OET OET offers must comply with solicitation closing date/time

Solicitation/OET Sequence Source: Director’s Office DLA Slide Template As of August 26, 2020 Solicitation posted to https://www.beta.sam.gov/) OET is opened Vendors receive automated email notification Vendor inputs offer in OET, and submits OET round closes Offers are imported into the Bid Evaluation Model (BEM) Review/evaluation

OET Rounds

INITIAL OFFERS /

OET ROUND 1

INTERIM OFFERS /

OET ROUND 2

CLOSE NEGOTIATIONS

PRICE REDUCTION ROUND (Optional)

FINAL OFFERS /

OET ROUND 3

OPEN NEGOTIATIONS

OET Rounds Source: Director’s Office DLA Slide Template As of August 26, 2020 Initial Required for all OET solicitations Initial offer must be submitted prior to the closing date/time to be eligible for later rounds Interim Used at the Contracting Officer’s discretion There may be more than one interim round Participation is optional

- If no offer is submitted during an interim round, previously offered data is retained Final Proposal Revision Last round before Price Reduction Data fields may be locked (product, mode, shipping point) Price Reduction Round (Optional) Use at the Contracting Officer’s discretion Only price can be changed

OET Access Source: Director’s Office DLA Slide Template As of August 26, 2020 Obtain a CAGE CODE for your company

Register at https://www.beta.sam.gov/ Obtain a CAGE code OET account is linked to your CAGE code(s) Multiple users per CAGE code allowed

Create an account in the Account Management And Provisioning System (AMPS) to apply for OET access https://amps.dla.mil/oim

OET Access Source: Director’s Office DLA Slide Template As of August 26, 2020 Log into your AMPS account to request the OET role

Click ‘Energy Applications’ on the Browse Roles by Application Tab Select ‘Energy OET’ Select ‘Energy OET Prod – Bulk Vendor Role OET -105’ Complete all information and submit request

OET Username and password will sent to you via email

User ID and Password for AMPS are NOT the same as for OET

OET Access Source: Director’s Office DLA Slide Template As of August 26, 2020 Access Allow 1-2 weeks for OET access Log in every 30 days per DoD policy Account tied to your CAGE code Do not share your username or password Only the Account holder can submit for reset of account/password Link for DoD Root Certificates available on the OET homepage Passwords expire every 60 days (users will be prompted to change)

Account Settings Use the same company name as the one linked to your CAGE Select the purchase programs you’re interested in Use personal email, no group accounts If you are not receiving emails, check your Junk mail and internal firewall setting

OET Access Source: Director’s Office DLA Slide Template As of August 26, 2020 Do not share your OET username or password with anyone!

OET accounts are individual accounts, not group accounts!

If you do not log in for 30 days your account will be de-activated!

IMPORTANT!!

Initial Log In to OET Source: Director’s Office DLA Slide Template As of August 26, 2020

OET URL

https://offerwizard.dla.mil/epst_oet/oet.htm

Change Password Minimum 15 characters At least 1 Upper case, 1 lower case, 1 number, 1 special character

Update ‘My Account’ information Use the exact Company Name as depicted in SAM E-mail address for notifications Company size status Select your purchase program under Buy Selection

Parts of an OET offer Source: Director’s Office DLA Slide Template As of August 26, 2020 Three Primary Sections to OET Offer data:

1. My Account

- Update contact information

- Change password

2. Offer Details Shipping points, products, quantity and price Offer conditions This is the data that is sent to the BEM

3. Offer Submission Package -‘Fill in’ clauses

- Exceptions

- Replaces the paper OSP

OET Main Menu

Offer Details

Offer Submission Package

Offer Submission Data

Offer Submission Data

Refinery Shutdown Info Source: Director’s Office DLA Slide Template As of August 26, 2020

If you have no refinery shutdown information, leave this chart BLANK

User Account Info

Origin and Destination Offers

Conditional Statements Source: Director’s Office DLA Slide Template As of August 26, 2020 You can use conditional statements in your offer

Make sure your conditions don’t conflict

You can offer overall max/min quantities, or by Product Mode Shipping Point

You cannot tie two shipping points, or products together Read Section M of the solicitation

Best Practices Source: Director’s Office DLA Slide Template As of August 26, 2020

Submitting Offers

Real time and auto-saved Review Offer Submission Package Review Bid Package Report Select “Submit Offer Package” to submit offer You will get an error message if critical info is missing Enter password again and submit Watch for a confirmation email Enter OET after submission... VIEW/EDIT VIEW allows you to view the offer, not make changes EDIT will un-submit your offer! You will be able to make changes, but you must submit your offer Do not submit a “place-holder” offer/submit best offers in the initial round Do not wait until the last minute to submit Keep your OET account current (log in once every 30 days) Read the solicitation and familiarize yourself with the clauses and schedule

Getting Help Source: Director’s Office DLA Slide Template As of August 26, 2020 OET User Manual Available on the OET main page https://offerwizard.dla.mil/bulkoet/bulkoet.html

For questions specific to the offer, please contact the Contracting Officer listed on the solicitation

If you are unable to access OET or your OET account is locked, please email the DLA Energy Bulk Technical Team:

DESC-BTechTeam@dla.mil

For questions concerning the functionality of OET, please contact:

Matthew Shuster, Matthew.Shuster@dla.mil, (571) 767-9250 Darren Dunham, Darren.M.Dunham@dla.mil, (571) 767-0338

Bid Evaluation Model (BEM) Matt Shuster Supplier Relationship Manager

Established 1961 Bulk Petroleum Products Source: Director’s Office DLA Slide Template As of August 26, 2020 Manage petroleum products in very large volumes

Fewer contracts with large dollar values

Estimated quantity with high minimum lift guarantee (75%)

Awards on FOB Origin and FOB Destination Basis

Extensive use of commercial distribution systems Distribution may be direct to demand point or through intermediate Defense Fuel Supply Points (DFSPs)

Socio-Economic considerations:

Small Business Set-asides (Price Matching)

HUBZone Premium Program

8(a) reservations

Bid Evaluation Model Source: Director’s Office DLA Slide Template As of August 26, 2020

Mixed-integer linear optimization program used to find the minimum laid down cost for the entire procurement.

Laid Down Price includes:

Offered product price

All transportation costs

All additive costs

All intermediate DFSP distribution costs (fixed and variable) Excess throughput charges

Offer specific evaluation factors Base Reference Price evaluation factors

BEM Data Source: Director’s Office DLA Slide Template As of August 26, 2020

EBS

Requirements and solicitation data Amendments Contract Awards

TRIS

Transportation rates

OET

Initial offers and subsequent revisions

USER

Additive matrix Escalators DFSP costs Evaluation Factors

Offer Conditions Source: Director’s Office DLA Slide Template As of August 26, 2020

Optional

BEM evaluates complex offers Tiered pricing Volume restrictions (Minimums and Maximums) Multiple load capabilities (modes of transportation) Additive injection capabilities Offer conditions such as “Either/Or” and “One before Two”

Conflicting Conditions Conditional statements must not conflict with each other (i.e.: Minimum award by Tanker is 5 million and overall maximum award is 3 million)

Evaluation Example Offers A: 6,000,000 USG by TT @ $2.95/gal B: 6,000,000 USG by PL @ $3.00/gal C: 1,000,000 USG by PL @ $2.98gal Requirements Base 1: 3,000,000 gallons received by TT Base 2: 3,000,000 gallons received by TT Base 3: 1,000,000 gallons received by TT Intermediate Depot Support Available Into X by PL, out by TT to all Req Into Y by PL, out by TT to all Req PL = Pipeline; TT = Tank Truck Offer A

6,000,000 USG @$2.95

Offer C

1,000,000 USG @$2.98

Offer B

6,000,000 USG @$3.00

DFSP X

DFSP Y

Base 3

1,000,000 USG

Base 2

3,000,000 USG

Base 1

3,000,000 USG

.28 .02 .05 .01 .02 .05 .02 .04 .02 .04 .20 .23 .06 Req 1 – Offer A (total cost $3.23/gal) Req 2 – Offer A (total cost $3.15/gal) Req 3 – Offer C(total cost $3.04/gal) Total cost: $22,180,000 Req 1 – Offer B (total cost $3.06/gal) Req 2 – Offer C (total cost 3.01/gal) Req 2 – Offer B (total cost $3.04/gal) Req 3 – Offer B(total cost $3.04/gal) Total cost: $21,310,000 $870K Savings Distribution Plan Generated Evaluated on Offered Price Only:

Evaluated on Laid-Down Cost:

BEM Rounds

INITIAL OFFERS

OET ROUND 1

INTERIM OFFERS

OET ROUND 2

IPR BEM RUN MCBEW

FPR BEM RUN – MCBEW & LCR (if Price Reduction Round)

FINAL OFFERS

OET ROUND 3

PRICE REDUCTION ROUND (Optional)

BEM MCBEW

Laid Down Cost Report (LCR)

Sequence Of BEM Runs Small Business Set-Aside Run HUBZone Run 8(A) Run Base Run Optimization Run Final Forced Run

Once RA rounds are complete we run the solutions in the BEM for the final prices received:

Base run - Sets up the award pattern not taking into consideration the socio economic programs.

8(a) Set-Asides RUN:

Considers any 8(a) set-aside qtys included in the Solicitation DLA Energy and the SBA agree on 8(a) set-aside quantities prior to issuing the solicitation.

Award price is determined as the price DLA Energy would have paid to the otherwise successful offeror.

Successful 8(a) awards are ‘forced’ into the BEM prior to Hubzone evaluation HUBZone Run:

HZ premiums apply to all solicitation quantities Award price may include a premium of up to 10% over the price DLA Energy would have paid to the otherwise successful offeror.

Successful HUBZone offers are ‘forced’ into the BEM prior to executing the Small Business Set-Aside Run.

As long as the HUBZone company is within 10% of the otherwise winning price and they can be evaluated to a location then that HZ company will win that location.

Small Business Set-Asides:

Qualifying, manufacturing small businesses will have the opportunity to match the winning price per demand location.

Accepted Set-Aside quantities are ‘forced’ into the BEM prior to final evaluation Final Forced Run: Final “forced” run reflects application of Socio-Economic Programs and unencumbered evaluation of remaining solicitation requirements. This award pattern is what is posted on FBO

Contact Information

For questions concerning the functionality of BEM/OET, please contact:

(571) 767-9250

Darren Dunham Darren.M.Dunham@dla.mil

(571) 767-0338

Any Questions?

Post Award Once the solicitation is awarded, award data will be published at https://beta.sam.gov

For questions specific to an offer, please contact the Contracting Officer listed on the solicitation

Any Questions?

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