Revised Section L_date Oct192011.pdf

REFM LOGISTICS SERVICES TIRNO-11-R-00009

SECTION L – INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS OR

RESPONDENT

L.1 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE

(FEB 1988)

This solicitation incorporates one or more solicitation provisions by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. The Offerors are cautioned that the listed provisions may include blocks that must be completed by the Offeror and submitted with its offer. In lieu of submitting the full text of those provisions, the Offeror may identify the provision by paragraph identifier and provide the appropriate information with its offer.

Also, the full text of a solicitation provision may be accessed electronically at this/these address(es): https://www.acquisition.gov/far/.

(End of Provision)

L.2 FEDERAL ACQUISITION REGULATION (48 CFR CHAPTER 1) CLAUSES

INCORPORATED BY REFERENCE

NUMBER TITLE DATE

52.204-6 DATA UNIVERSAL NUMBERING SYSTEMS

(DUNS) NUMBER

APR 2008

52.215-1 INSTRUCTIONS TO OFFERORS –

COMPETITIVE ACQUISITION (ALTERNATE I –

OCT 1997)

JAN 2004

52.215-22 LIMITATIONS ON PASS-THROUGH CHARGES –

IDENTIFICATION OF SUBCONTRACT EFFORT

OCT 2009

52.222-24 PREAWARD ON-SITE EQUAL OPPORTUNITY

COMPLIANCE EVALUATION

FEB 1999

52.237-1 SITE VISIT APR 1984

L.3 52.216-1 TYPE OF CONTRACT (APR 1984)

The Government contemplates award of a hybrid type contract resulting from this solicitation. The contract will contain a mix of fixed price contract line items numbers (CLINs) and Cost Plus Fixed Fee CLINS.

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L.4 52.219-24 SMALL DISADVANTAGED BUSINESS PARTICIPATION

PROGRAM—TARGETS (OCT 2000)

(a) This solicitation contains a source selection sub factor related to the participation of small disadvantaged business (SDB) concerns in the contract. Credit under that evaluation sub-factor is not available to a SDB concern that qualifies for a price evaluation adjustment under the clause at FAR 52.219-23, Notice of Price Evaluation Adjustment for Small Disadvantaged Business Concerns, unless the SDB concern specifically waives the price evaluation adjustment.*

(b) In order to receive credit under the source selection sub factor, the offeror must provide, with its offer, targets, expressed as dollars and percentages of total contract value, for SDB participation in any of the North American Industry Classification System (NAICS) Industry sub sectors as determined by the Department of Commerce. The targets may provide for participation by a prime contractor, joint venture partner, teaming arrangement member, or sub contractor; however, the targets for subcontractors must be listed separately.

*In accordance with FAR Part 19.1102, civilian agencies do not have the statutory authority (originally authorized in the Federal Acquisition Streamlining Act of 1994 (Public Law 103-7102)) for use of the Small Disadvantaged Business (SDB) price evaluation adjustment.

L.5 52.233-2 SERVICE OF PROTEST (SEP 2006)

(a) Protests, as defined in section 31.101 of the Federal Acquisition Regulation, that are filed directly with an agency, and copies of any protests that are filed with the Government Accountability Office (GAO), shall be served on the Contracting Officer (addressed as follows) by obtaining written and dated acknowledgment of receipt from:

Debra M. Jacobs, Contracting Officer IRS, Office of Procurement 6009 Oxon Hill Road, Suite 500 Oxon Hill, MD 20745

(b) The copy of any protest shall be received in the office designated above within one day of filing a protest with the GAO.

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L.6 52.252-5 AUTHORIZED DEVIATIONS IN PROVISIONS (APR 1984)

(a) The use in this solicitation of any Federal Acquisition Regulation (48 CFR Chapter 1) provision with an authorized deviation is indicated by the addition of “(DEVIATION)” after the date of the provision.

(b) The use in this solicitation of any DTAR provision with an authorized deviation is indicated by the addition of “(DEVIATION)” after the name of the regulation.

L.7 PARTNERING/JOINT-VENTURES/MENTOR’-PROTÉGÉ

The Government encourages the use of Partnering, Joint-Ventures and Mentor-Protégé Arrangements.

L.8 PROPOSAL SUBMISSION REQUIREMENTS

GENERAL. The contractor’s proposal shall be submitted in three (3) volumes. Each shall be in a loose-leaf, 3 ring binder with one original and five (5) copies clearly marked as ORIGINAL or COPY. In addition the offeror shall provide one copy of the full proposal (Business, Technical, and Price) on a CD in Microsoft Office version 2003 or higher or Adobe 8.0 Professional. All spreadsheets shall be in Microsoft Excel format and clearly show the formulas used to create the calculations. The Offerors shall exercise great caution to assure that all disks submitted in response to this solicitation shall be free of any computer viruses. If a disk is found to contain a virus the entire offer may be rejected.

The proposal shall consist of the following:

Volume I - Business Proposal

Cover Letter

Executive Summary

Comprehensive Table of Contents (Inclusive of All Volumes)

Part 1 - Representations and Certifications (Section K) Part 2 - Small and Disadvantaged Business Participation Plan Part 3 - Summary Sheet for Cumulative Target NAICS SDB (Attachment J-9) Part 4 - Prior Three Years SF 294 and SF 295 Subcontracting Plan Reports Part 5 - Treasury Mentor-Protégé Agreements (if applicable) Part 6 – Acknowledged Amendments

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Volume II - Technical Proposal

Table of Contents

Part 1 - Executive Summary Part 2 - Compliance Matrix Part 3 - Technical Approach Part 4 - Management Approach Part 5 – Relevant Experience Part 6 – Key Personnel Information

Volume III - Price Proposal and Financial Information

Table of Contents

Part 1 - Compliance Matrix Part 2 - Completed SF 33, Acknowledged Amendments, Section B, Pricing

Scenario Worksheets and Grand Total Summary Sheet Part 3 - Summary Descriptions and Narrative Part 4 - Pricing Information and Supporting Data Part 5 - Certified Financial Statements, including copies of tax returns

The contractor shall submit to the Contracting Officer its proposal in the volumes, number of copies, and number of pages stated in paragraph (b)(1) below. There shall be one comprehensive table of contents that reflects each volume, part, and section.

Tables of contents and blank section dividers shall not be included in the page limitations cited for each section.

Preferred file formats are as follows:

Text files (including charts, diagrams, and the like): Microsoft Office products, version 2003 or higher or Adobe Acrobat 8.0 file format. Spreadsheet files: Microsoft Excel, version 2003 or higher.

Pre-printed materials such as company annual reports submitted with Volume III, Price Proposal and Financial Information need not be submitted in electronic format.

(1) Proposals must be:

• legible, single spaced, typewritten in a font size no smaller than what is equivalent to Times New Roman Font 12 and clearly marked “Original” or “Copy”;

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• have at least a one-inch margin on all sides of the printed page;

• printed on paper not larger than eight and a half by eleven inches (8 1/2" X 11") and not to exceed the page limits established herein. Pages in excess of the individual limitations will not be evaluated;

• charts, diagrams, and matrices that is larger than 8 1/2" X 11" shall be provided in fold out format so that the Government can read and evaluate them without the removal from the proposal binder. A fold-out with two pages will be counted as two 8 1/2" x 11" pages. Double-sided pages with print on both sides will be counted as two pages.

• pages must be numbered in sequential order of the respective volume. In order to reduce redundancy in the proposal, the contractor may reference another section in the proposal within a volume rather than duplicate the information in more than one location; however, consistency in the logical flow of the subject matter must be maintained.

• where the use of subcontractors is proposed, the proposal shall clearly distinguish between the prime contractor and the subcontractor’s work and responsibilities.

(2) The Offeror’s proposal shall be in two separately sealed packages and be clearly marked with the solicitation number and the title of the project. The first sealed package shall contain the cover letter and Volumes I, and III and be clearly labeled as “Cover Letter and Volumes I, and III.” The second sealed package shall contain the Technical Proposal, Volume II and be clearly labeled as “Volume II.”

(3) If the Offeror submits proposal revisions, during or after discussions, any change pages that are submitted shall be a different color font than the original proposed pages, and have changed information clearly marked by a vertical line in the right margin of the page.

(b)(1) The Offeror’s shall submit a cover letter and the following volumes of material:

Volume Number

Parts Volume Title Number of Copies

No. of Digital Copies

Maximum Number of Pages

I

Business Proposal

1 Original + 5 copies

No Limit

1 Cover Letter 1 Executive Summary

Comprehensive Table of Contents (Inclusive of All Volumes)

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2 Representations and Certifications (Section K – filled in)

3 Small and Disadvantaged Business Participation Plan

4 Summary Sheet for Cumulative Target NAICS SDB By Category forms (Attachment J-9)

5 Prior Three Years SF 294 and SF 295 Subcontracting Plan Reports

6 Treasury Mentor-Protégé Agreements (if applicable)

7 Acknowledged Amendments

II

Technical Proposal

1 Original + 5 copies

Table of Contents Not included in page limit

1 Executive Summary 10 pages 2 Compliance Matrix Not included in page limit 3 Overall Technical Approach 150 pages Section 1 – Automated Management and

Inventory System

Section 2 – Warehouse Services Section 3 – Transportation Services Section 4 – Repair Services Section 5 – Other Logistics Services 4 Overall Management Approach 150 pages Section 1 – Staffing Plan Section 2 – Quality Control Plan Section 3 – Phase-In Plan Section 4 – Strike Contingency Plan Section 5 – Subcontractor Management Plan Section 6 – Physical Security Plan Section 7 – Safety Program Plan Section 8 – Continuity of Operations Plan

(COOP)

Section 9 – Government Property (GP) Furnished Plan

5 Relevant Experience 15 pages 6 Key Personnel Information 50 pages

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III

Price Proposal

1 Original + 5 copies

No Limit

1 Table of Contents 1 Compliance Matrix 2 Completed SF 33; Acknowledged Amendments, Section B, Supplies or Services and Price/Cost – (a) through (g);

Attachment J-1, Section B, Sample Quotes; Attachment J-2, Section B - Grand Total Summary Sheet

3 Summary Descriptions and Narrative 4 Pricing Information and Supporting Data 5 Certified Financial Statements, including copies of tax returns

L.9 OFFER ACCEPTANCE PERIOD

The Offeror’s acceptance period shall be no less than 180 days from the date specified for receipt of offers, unless another date is specified in an addendum to the solicitation.

L.10 PROPOSAL SUBMISSION INSTRUCTION

It is important that the offer is sealed and the outer envelope or wrapping of the offer is addressed as follows:

FROM: Offeror's Return Address

TO: Internal Revenue Service Debra M Jacobs, Contracting Officer Constellation Centre, Suite 500 (OS:A:P:B:B:B) 6009 Oxon Hill Road Oxon Hill, MD 20745

SOLICITATION NO.: TIRNO-11-R-00009, REFM LOGISTICS SERVICES

DATE: Friday, November 4, 2011

TIME: 3:00 PM (OXON HILL, MD LOCAL TIME)

(NOTE: Failure to so mark the outer cover could be the cause of the offer being misdirected and received too late at the required destination.) Offers sent through the U. S. Mail (including U. S. Postal Service Express Mail Next Day Service - Post Office to Addressee) must be addressed to the place specified in Standard Form 33, Block 7. All hand-carried offers including those made by private delivery services (e.g., Federal Express and United Parcel Service (UPS)) must be delivered to the office cited in Standard Form 33, Block 7. Hand-carried offers must be delivered to the above office by the time and date specified in Standard Form 33, Block 9. IRS personnel are not available to receive hand-carried offers except during normal working hours, 8:00 AM - 4:30 PM, Monday through Friday. The burden of timely receipt is upon the Offeror. Any offer received after the date and time noted above will be considered LATE.

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L.11 TECHNICAL PROPOSAL (Volume II)

The Technical Proposal shall, at a minimum, be prepared in a format consistent with the evaluation criteria for contract award as specified in Section M of this solicitation. This volume shall contain sufficient detail to enable the Government to thoroughly evaluate the Offeror’s technical competence and ability to comply with the PWS performance standards as well as to clearly and fully demonstrate that the Offeror has a thorough understanding of the requirements. The Offeror shall specifically address the actual methodology and approach proposed to accomplish the tasks associated with the evaluation criteria. The Technical Proposal shall be a stand-alone document containing all information necessary for the Government to perform a complete evaluation. In evaluating the technical proposal, the Government will consider only information contained in this volume. Information contained in any other volume submitted under this solicitation or in other documents will not be considered. Note that anytime the term “PWS” is used in this section it includes all interrelated RFP provisions, clauses and attachments.

Offeror statements consisting solely of comments such as, “the Offeror understands, can, or will comply with the PWS (including referenced IRS publications, technical data, etc.); statements paraphrasing the PWS or parts thereof (including applicable IRS publications, technical data, etc.); and, phrases such as “standard procedures will be employed” or “well-known techniques will be used,” etc., will be considered unsatisfactory.

The Technical Proposal volume shall include the following sections in addition to the comprehensive table of contents discussed in paragraph L.5 above:

L.11.1 Executive Summary (Volume II, Part 1)

The Executive Summary shall provide a synopsis of the Offeror’s proposal, highlighting salient features and strengths. The Executive Summary shall contain the Offeror’s overall understanding of the IRS, REFM’s Logistics Services requirement, an introduction of the Offeror, any teamed subcontractors, the management team that will manage this effort, a discussion of the Offeror’s proposed approach to accomplishment of the requirements, and a statement of corporate commitment. If the proposal is comprised of a teaming arrangement, the Offeror shall provide a summary of each team member/subcontractor, including company name, address, point of contact and phone number, and a description of the services the team member/subcontractor will perform under the contract.

L.11.2 Compliance Matrix (Volume II, Part 2)

The technical proposal shall include a Compliance Matrix, mapping the requirements of Section C to the proposal. The technical proposal shall contain a compliance matrix with the column “INDEX TO PROPOSAL” completed by inserting the identification of

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the location in the proposal identifying where the Offeror has addressed the associated solicitation requirement. The compliance matrix shall not count in the total page count of the Technical Proposal.

L.11.3 Technical Approach (Volume II, Part 3)

The Offeror shall demonstrate an understanding of the technical requirements. Each offer shall provide a thorough overview of the Offeror’s approach and detailed relevant experience activities directly related to providing warehouse, transportation, repair services, other logistics services, and an automated management and inventory system on a nationwide basis.

The Offeror shall provide a summary of its understanding of concepts and processes for warehousing and transportation operations, repair services, and other logistics services set forth in Section C for both the Campus and Computing Centers and the Posts of Duty. The Offeror shall also describe the approach to be followed by its employees in performing all work defined in Section C, including how the requirements and tasks will be performed, managed, and documented. The Offeror shall describe how the approach will ensure proper completion of all assigned tasks that are of high quality using efficient operations. Specifically, Offerors shall:

Describe relevant experience managing similar or greater PWS workload requirements, diverse customer base, and varied geographic locations.

Describe technical solutions to manage PWS workload requirements and ensure the quality of deliverables, sufficient supplies, equipment and materials, and adaptability and flexibility of services to meet the IRS’ changing requirements.

Define an approach to successfully manage multiple requirements and processes for providing warehousing, transportation, repair services, a fully automated management system, and other logistics services.

Describe relevant experience that indicates dependable, quality, sustainable services were provided to the customer over a five year period.

The following sections are to be included in Volume II, Part 3 of the proposal, in the order indicated:

• Automated Management and Inventory System

• Warehouse Services

• Transportation Services

• Repair Services

• Other Logistics Services

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Section 1 – Automated Management Inventory Information System (AMIS): The Offeror shall have an AMIS prior to submission of the proposal. The Government does not desire to expend an exorbitant amount of funding in development costs.

The Offeror shall in its proposal provide a detailed description of the proposed AMIS with specific emphasis on the Government’s areas of interest outlined in Section C.5.

Proposals shall describe the system, data, security, activities, processes, and procedures the Offeror will employ. Specifically, the Offeror shall:

Describe relevant experience in providing an inventory and information system that reports on multiple services nationwide, provides user friendly report capability, real time access, and ease in ability to analyze data.

Describe the proposed system processes and the procedures to be used to manage data nationally and by any combination of sites for warehouse, transportation, repairs, other logistics services, and work order processing operations.

Describe in detail what procedures and/or processes will be put in place to ensure that the Offeror’s AMIS will be compatible with the Government’s ERC/KISAM system.

Provide a thorough, detailed technical solution to manage system requirements as identified in the PWS to include, but not limited to, system access, operations and maintenance, documentation, security requirements, and data storage, exchange, reports, and disclosure.

Describe AMIS capabilities and operational procedures that provide efficient use and capabilities to provide real time reports, including ad hoc report generation by any or all data elements, capacity and flexibility to quickly allow changes to system including adding data elements and new standard reports, provide reports in Microsoft products, provide ability for nationwide users to view and generate reports, and provide a flexible, user friendly reporting system.

Section 2 – Warehouse Services: The Offeror shall provide a detailed description of how it will accomplish the warehouse services outlined in Section C.2.1. The proposals shall describe the activities, processes, and procedures the Offeror will employ.

Specifically, Offerors shall:

Describe relevant experience in managing and maintaining multiple warehouse operations and loading docks efficiently, to include activities related to the receipt, loading and unloading, preparation of property for storage or delivery, storage, rotation, and excessing.

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Describe relevant experience for quality in inspecting, reporting, and tracking warehouse property.

Describe a compliment of storage techniques that will be used to protect items from damage and deterioration while in storage, and how property will be provided to customer safely, undamaged, clean, and in usable condition.

Describe the processes and procedures to track and report warehouse workload.

Describe the processes, procedures, and the management of work orders to include the description of how the Offeror will address emergency service requests; how the Offeror will distribute work orders to contractor staff; how the Offeror will open and close orders;

how the Offeror will address customer questions and issues regarding work orders; and how the Offeror will receive, control, report, track, prepare, and process work orders.

Section 3 – Transportation Services: The Offeror shall provide a detailed description of how it will accomplish the transportation services outlined in Section C.2.2.

Proposals shall describe the activities, processes, and procedures the Offeror will employ. Specifically, the contractor shall:

Describe relevant experience in providing point-to-point transportation activities to include preparing, securing, receiving, loading, unloading, packing and unpacking, picking up, shipping, delivering, and inspecting property.

Describe relevant experience in providing regularly scheduled transportation to multiple locations efficiently, timely, with property arriving securely and accurately.

Describe relevant experience of how the Offeror will manage special handling needs associated with tax documents.

Describe how the Offeror will perform scheduled transportation runs to support the PWS as well as unscheduled pick ups and deliveries and contingency plans to ensure no loss in services in the event of transportation equipment failure.

Describe how the Offeror will manage processes and procedures to control, track, and report workload.

Describe how the Offeror will use, manage, maintain, repair and make vehicles available for inspection.

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Describe processes, procedures, and the management of work orders to include the description of how the Offeror will address emergency service requests; how work orders will be distributed to staff; how tickets will be opened and closed; how the Offeror will address customer questions and issues respecting work orders; and how the Offeror will receive, control, report, track, prepare, and process work orders.

Describe the methods by which transportation schedules can be improved.

Section 4 – Repair Services: The Offeror shall in its proposal provide a detailed description of how it will accomplish the repair services outlined in Section C.2.3 and C.3.1. Proposals shall describe the activities, processes, and procedures the Offeror shall employ.

Describe how the Offeror will provide timely, efficient, and cost effective repair services including activities related to inspecting and repairing equipment; processing work orders; and tracking and reporting work activities.

Outline Offeror’s processes and procedures for determining the costs of repairs and for making recommendations addressing repairing versus replacing equipment.

Describe relevant experience of how the Offeror managed repair services.

Describe how the Offeror will manage repair service operations nationwide and contingency plans for meeting workload requirements, especially during peak periods.

Describe processes, procedures, and the management of work orders to include the description of how the Offeror will address emergency service requests; how the Offeror will distribute work orders to the staff; how the Offeror will open and close orders; how the Offeror will address customer questions and issues regarding work orders; and how the Offeror will receive, control, report, track, prepare, and process work orders.

Section 5 – Other Logistics Services: The Offeror shall provide a detailed description of how it will accomplish the other logistics services outlined in Section C.2.4 and C.3.3.

Proposals shall describe the activities, processes, and procedures the Offeror will employ. Specifically, the Offeror shall:

Outline processes and procedures to support other logistics services and how the services shall be provided timely and efficiently to include moving boxes and property from point-to-point; disassembling and reassembling furniture; packing and unpacking;

and tracking and reporting activities and workload.

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Describe relevant experience in moving furniture and boxes, and disassembling and reassembling furniture safely, securely, accurately, and timely.

Describe how work orders will be managed to provide timely support for moves and special events.

Describe how labor support will be managed, tracked, and reported.

Describe the processes, procedures, and the management of work orders to include the description of how the Offeror will address emergency service requests; how the Offeror will distribute work orders to the staff; how the Offeror will open and close orders; how the Offeror will address customer questions and issues regarding work orders; and how the Offeror will receive, control, report, track, prepare, and process work orders.

L.12 MANAGEMENT APPROACH (Volume II, Part 4)

The Offeror shall provide a detailed management approach that will be followed over the life of the contract. The management approach should contain the following:

Staffing Plan Quality Control Plan (QCP) Phase-In Plan Strike Contingency Plan Subcontractor Management Plan Physical Security Plan Safety Program Plan Continuity of Operations Plan (COOP) Government Furnished Property (GFP) Plan

The Offeror shall provide an overview of the company, its capabilities, management structure, locations, as well as any other information that will highlight the Offeror’s strengths and capabilities to perform this effort. The Offeror shall also describe the communication channels between the Offeror and the Government, at the contract-wide and site-specific level.

Section 1 – Staffing Plan: The Offeror shall provide a Staffing Plan that provides insight into the Offeror’s staffing approach to the stated PWS requirements to ensure successful mission performance throughout the life of the contract. The plan shall:

Clearly Describe an appropriate organizational structure, both at the nationwide and site-specific levels, and adequate work schedules and staffing at each site to accomplish the work described in Section C, PWS.

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Describe the Offeror’s proposed recruiting and hiring program for staffing the contract with qualified personnel over the life of the contract, and provide examples of previous successful recruiting/staffing efforts of contract(s) of similar magnitude.

Describe proposed key personnel management experience directing personnel responsible for accomplishment of work similar to that described in Section C.

Describe in full detail, the proposed management and staff to the technical and reporting requirements and quality standards of all tasks described in the PWS and describes how staffing requirements shall be managed in light of the Government’s changing workload.

Describe the size of the workforce that will be needed to accomplish the requirements of the PWS.

Section 2 – Quality Control Plan (QCP): The Offeror shall submit a QCP for measuring and attaining quality of performance under this contract. The QCP shall explain the manner in which the Offeror shall ensure all contract requirements are being met and maintained. Specifically, the QCP shall discuss the methodologies for ensuring sustained quality improvement, internal and external quality control approaches for measuring, tracking, analyzing, reporting, and implementing preventive and corrective action for meeting all contract requirements. Specifically, the QCP shall:

Describe methodologies for ensuring satisfactory work quality through a combination of effective work practices, contractor employee participation, and appropriate oversight, inspection, and reporting.

Describe a comprehensive plan that reflects all contract requirements.

Section 3 – Phase-In Plan: (Applicable to a Successor) The Offeror shall submit a Phase-In Plan with its proposal that addresses all the requirements provided in Section C.14 in sufficient detail for the Government to determine if the plan satisfactorily prepares the Offeror for full performance at the completion of the 90 day phase in period without any degradation to service and ensure timely workload processing. Specifically, the Plan shall:

Describe actions for timely, seamless transition of operations from the current operation to full contractor performance without degradation of services and outlines timeline and milestones to affect the transfer.

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Provide an outline of the Offeror’s procedures to ensure the appropriate level of Government involvement to support the transition.

Describe approach for minimizing disruption to IRS employees, their respective customers, and other affected Government agencies.

Section 4 – Strike Contingency Plan: The Offeror shall submit a Strike Contingency Plan that describes the steps it will take to mitigate potential impacts on Government operations or the Offeror’s ability to perform work associated with the contract in the event of a work stoppage by contractor employees. The plan shall also describe procedures and processes to ensure no degradation of timely workload processing, response to customer inquiries, and receipt of incoming shipments.

Section 5 – Subcontractor Management Plan: As part of its proposal the Offeror shall submit a Subcontractor Management Plan that identifies those contract requirements that will be performed by a subcontractor(s). The plan shall describe processes and techniques that will be used by the Offeror to manage and oversee the work to be performed by subcontractors, and the quality control over subcontracted work will be achieved. Specifically, the Plan shall:

Describe reasonableness of the requirements and tasks to be subcontracted; how the Offeror will oversee subcontractor activities; and how the Offeror will provide quality control over subcontractor work.

Describe (or refer to the description of) the processes, techniques, and tools that will be used for managing any subcontracted product for this project. Include in that description the approaches for defining the work, selecting a subcontractor, developing and negotiating a contract, monitoring the subcontractor, accepting the subcontracted product, and transitioning the subcontracted product into use. Include the life cycle support functions for monitoring supplier quality assurance, monitoring supplier configuration management, verification and validation, joint reviews, problem resolution, and audits.

Describe work and management of contract personnel within the day-to-day activities where work being subcontracted is under the control of the prime contractor.

Section 6 – Physical Security Plan: The Offeror shall submit a physical security plan that outlines the basic internal process the Offeror will put in place to ensure the proper control of access to Government property, inventory, keys, and facilities. The plan shall address how security awareness will be provided to employees and maintained over the course of the contract, and describe the Offeror’s processes for obtaining the documentation needed to meet the requirements for “staff-like” access for its employees. The plan shall address the integration with IRS security plans.

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Section 7 – Safety Program Plan: The Offeror shall develop and provide an initial Safety Program Plan to be followed during contract execution that delineates the processes and procedures that the Offeror shall use to prevent accidents and preserve the life and health of contractor and Government personnel and the public, and that protects contractor and Government work and property. The plan shall address how the Offeror plans to satisfy relevant IRS and OSHA requirements and how safety awareness will be maintained over the course of the contract. The Offeror shall implement a safety program based on the final approved safety plan.

Section 8 – Continuity of Operations Plan: The Offeror shall submit a Continuity of Operations Plan (COOP) that describes the actions that the Offeror will take to ensure continued operations during and following adverse and emergency situations, or disruptions in normal workload operations. The plan shall describe the comprehensive procedures to manage contingency situations including the delineation of responsibilities between Government and the Offeror, and the coordination between the Government and the Offeror.

Section 9 – Government Property Furnished Plan: The Offeror shall submit with its proposal a GPF Plan describing the elements of the Offeror’s property control plan, the intent of which will be to control, protect, repair, preserve, and maintain all Government property. The Offeror shall supply all vehicles required to accomplish the tasks set forth in this PWS. As part of its proposal, the Offeror shall identify the types and number of vehicles that will be operated at each facility. In addition, the Offeror shall identify any and all other facilities the Offeror proposes to use in support of Section C requirements.

In addition, the Plan shall:

Describe comprehensive procedures for the: receipt, operation, tracking, recording, and reporting of GPF; sufficiency of the proposed safeguards against the mishandling and misuse of GPF; management of detailed Government property inventory reports, annual physical inventories, and property shortages and damages.

Describe policies and procedures to address the proper care, use, maintenance, and repair of all GPF.

Describe adequacy of the proposed vehicle fleet, both in terms of the size and number of vehicles proposed to handle the workload and schedules in effect at all work locations.

L.13 RELEVANT EXPERIENCE (Volume II, Part 5)

The Offeror shall describe its relevant experience for three (3) projects completed or are on-going that are similar in size, scope and complexity as this requirement. The projects may be Federal, State, local Government agency contracts or subcontracts, private contracts or subcontracts.

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The projects must have been held within the last five years. The Offeror shall clearly identify whether the relevant experience by the Offeror was performed as a prime contractor or a subcontractor. The Offeror shall clearly demonstrate the similarity of the three project’s requirements to the requirements of this PWS.

The Offeror shall submit the following information for the three projects (if appropriate, provide only the relevant experience of the division/affiliate/subsidiary of the Offeror that will actually perform the work):

• Name of Project

• Location of Project

• Name of Customer (Business/Federal/Stat/Local Government)

• Point of Contact (Name, Address, Telephone Number, e-mail)

• Performance Periods

• Dollar Value

• Type of Contract

• Prime or Subcontractor

• On-going or completed

• Brief Description of Contract Requirements, including how it is similar in size, scope, and complexity as detailed in this

PWS

If an Offeror does not have sufficient experience to list the required contracts, the Offeror may include as part of the list, contracts of any proposed subcontractor that the Offeror will use in performance of this contract and, if the Offeror is a combination of firms (for example, a partnership or joint venture), contracts of any companies that make up the Offeror.

L.14 PAST/PRESENT PERFORMANCE

The Offeror must ensure that for each relevant experience contract referenced above, a completed present and past performance survey (Section J-10) is completed and returned to the CO no later than the proposal due date and time of Friday, November 4, 2011 @3:00 p.m. EDT. The completed questionnaire shall be submitted directly from the reference to the CO; however, it is the Offeror's responsibility to ensure their references provide surveys on time to the CO.

L.15 KEY PERSONNEL

The Offer shall submit copies of the key personnel’s resumes to assist the Government in determining if the proposed personnel have the appropriate qualifications as outlined in the PWS.

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L.16 PRICE PROPOSAL (Volume III)

Each hard copy of the price proposal shall be in a loose-leaf, 3 ring binder. One original and five hard copies of the price proposal shall be provided along with one copy on a CD in Microsoft Excel (2003 version or higher), or Microsoft Word for the text portions of the price proposal.

L.16.1 General

These instructions are intended to assist in submitting information other than cost or pricing data that is required to substantiate price reasonableness and cost realism of the proposed price. Certified cost or pricing data is not required but in accordance with FAR 15.403-3, Requiring Information Other Than Cost or Pricing Data, the Contracting Officer may request additional information other than what is provided in the price proposal.

The Offeror’s price proposal shall be prepared and submitted in accordance with the following requirements. The format and content requirements provided herein apply equally to both the prime as well as any subcontractors/team members/consultants.

Any inconsistency, whether real or apparent, between promised performance and estimated cost should be explained in the proposal. Any significant inconsistency raises a fundamental issue of the Offeror’s understanding of the nature and scope of the work required and the ability to perform the contract, and may be grounds for rejection of the proposal. The burden of proof as to the reasonableness and the realism of proposed costs and prices rests with the Offeror.

The Price Volume shall be organized as described in the below sub paragraphs.

L.16.2 Table of Contents

Preface with a Table of Contents which shall specify by page number, the location of information requested in these instructions.

L.16.3 Compliance Matrix (Part 1)

The price proposal shall include a Compliance Matrix, mapping the requirements of Section C to the Offeror’s price proposal. The Offeror’s price proposal shall contain a compliance matrix with the column “INDEX TO PROPOSAL” completed by inserting the identification of the location in the Offeror’s proposal identifying where the Offeror has addressed the associated solicitation requirement.

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L.16.4 Standard Form 33, and Section B Pricing Tables

a. The Offeror’s price proposal shall consist of a signed SF33, and any other fill-in clauses and provisions. The Government is not required to complete the SF 33. The Offeror shall complete the required SF-33 section to include adding the Offeror’s DUNS number in block 15A.

b. Completed Section B, Supplies or Services and Prices/Costs, shall be included in the price proposal.

c. Completed Contract Line Item Number (CLIN) Sample Quotes shall be included in the price proposal. The completed CLIN Sample Quotes shall have pricing for each performance period, excluding the Phase-In period (Base, Option I, II, III and IV). All proposed quoted prices shall be in accordance with the Offeror’s normal accounting practices.

d. Completed Grand Total Summary Schedule shall be included in the price proposal volume. The spreadsheet shall be an accumulation of the pricing for the Phase-In, Basic Services, Cost Plus Fixed Fee CLINs (based on the Sample Quotes multiplied by the average number of services requested) and the fixed fee, for all performance periods. The electronic version of the spreadsheet shall clearly show all formulas used to calculate the shown pricing.

L.16.5 Summary Descriptions and Narrative (Part 3)

Section 1: A summary description of your standard estimating system or methods used in the preparation of the price proposal. The summary description shall cover separately each major cost element, e.g., Direct Materials, Direct Labor, Indirect Labor, Other Direct Costs, General and Administrative and profit. Also, include any cost reductions made in your proposal that are attributed to commonality with other programs, company-funded efforts or capitalization of equipment.

The Offeror shall include in their narrative whether or not its accounting system has been audited and approved by the Defense Contract Audit Agency (DCAA) or any other Government agency. A copy of the offeror’s accounting system audit report shall be included in the pricing proposal volume.

Section 2: Summary Schedules and Supporting Schedules

a. Summary Supporting Schedules by Cost Element. The Offeror shall provide summary schedules as described in this Section. The summary cost element breakdowns shall be by major cost element, such as labor, subcontractors, consultants, materials, equipment, other direct costs, general & administrative, profit, etc.

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b. The summary of the cost elements and the order of the elements should be consistent with the Offeror’s general manner of proposal submission for Federal Government proposals. The summaries shall not include the Government provided amounts for the CLINs in Section B.

(1) Grand Summary Cost Breakdown Schedules. A grand cost breakdown summary shall be provided for the Phase-in and Basic Services in all contract periods as identified in the CLINs in Section B. The breakdown shall be by major cost element and must be consistent with the individual contract period summaries. This grand summary shall include all costs.

(2) Phase-In Cost Breakdown Summary Schedule. A summary breakdown schedule by major cost element shall be provided.

(3) Base and Option Period Cost Breakdown Summary Schedules. The base period and each option period shall have a separate cost breakdown summary schedule.

b. Summary Supporting Schedules for Labor. The Offeror shall provide summary schedules for labor as described in this Section.

(1) Summary Schedule (or Matrix) of Labor Categories and Hours. A summary schedule, or matrix, of all estimated labor, by labor category, for all periods, including the phase-in period, shall be provided. The summary shall be broken down by labor category and the total estimated labor hours for each category shall be provided by period and by grand total.

(2) Summary Schedule, or Matrix, of Fully Loaded Labor Rates. A schedule, or matrix, of fully loaded labor rates for all labor categories shall be provided. These rates shall include all labor, including managerial, SCA covered, temporary, etc.

(3) Summary Schedule, or Matrix, of SCA Base Labor Rates. A summary of base labor rates by labor category and location for all SCA covered labor shall be provided.

(4) Summary Schedule of Labor Loading Factors. A summary schedule of loading factors, including profit, must be furnished for all labor categories. Loading factors include items such as payroll taxes, fringe benefits, overhead, etc. An explanation of the method of application of the loading factors shall be included.

(5) Subcontractor Summary Matrix. The Offeror shall submit a subcontractor summary matrix that identifies the following: Name, phone number, address, point-of-contact, DUNs number, estimated amount of subcontract, and anticipated type of subcontract. Also, the subcontractor’s DCAA point-of-contact, phone number, and address shall be included. In addition, the subcontractor matrix shall indicate if the subcontractor’s accounting system has been audited and approved by DCAA.

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c. Summary Supporting Schedules for Other Direct Costs. Provide a summary by type and amount of all other costs not identified above.

L.16.6 Pricing Information and Supporting Data (Part 4)

The price proposal shall contain a detailed breakdown of all costs. The price proposal shall contain a complete and traceable description of all costs. A detailed description of the basis of the costs shall be described and supporting data for the proposed costs provided and/or described as appropriate to support price reasonableness and cost realism. The price proposal shall include subtotals and totals for costs within a contract period when applicable and for each contract period. Additional cost schedules should be provided as necessary and as determined by the Offeror to meet the pricing requirements described in these pricing notes and to provide the necessary information and support for the Offeror’s price proposal. A detailed breakdown and description of the Phase-in costs shall be provided separately and shall not be included in the schedules described below.

A schedule of labor rates for each Logistics Support Services location broken down by labor category, base unloaded labor rate, and each individual loading factor including profit/fee if profit/fee is included in the labor rates and is not applied to total labor or total cost. Individual fringe benefits required by the Department of Labor Wage Determinations for each proposed Service Contract Act (SCA) labor rate shall be identified for verification by the Government of compliance with the SCA and Wage Determinations. Total fully loaded labor rates should also be identified in the schedule.

Proposed SCA labor rates shall be identified to the Wage Determination labor categories and labor rates that the proposed SCA labor rates are based on.

A comprehensive, detailed cost schedule shall be provided for each individual Logistics Services location for the base period and each contract year. The schedule should contain summarized costs by specific PWS Logistics Support requirement level, i.e., Warehousing Costs, Transportation Costs, Repairs and Other Logistics Services. The schedule should contain labor cost, cost for equipment, cost for supplies, any applicable loading factors, and other costs properly identified proposed for a Logistics Services Location. There should be subtotals by cost element grouping and there should be grand totals. The extent of additional data/costs included in this schedule beyond that described is deferred to the Offeror.

A comprehensive detail cost schedule should be provided to support the Automated Management and Information System (AMIS) to track items received by, stored in, shipped from and shipped to the Warehouse in accordance with PWS. Provide supporting documentation to support material costs, labor cost and other expenses to ensure compatibility with the IRS’ ERC/KISAM system and to maintain the AMIS.

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The supporting data submitted must be the data used by the Offeror for pricing and that firmly and fully supports price reasonableness and cost realism of the Offeror's proposed costs and prices.

• Labor Rates. The base, unloaded labor rate and each individual loading factor should be separately identified. Provide supporting rationale and methodology used for labor rate development. Attach supporting data for the labor rates. Include documentation from DCAA or other cognizant Government audit office if proposed labor rates are approved forward pricing rates. Provide copies of payroll records, acceptance letters with agreed-to salaries for contingent hires, historical labor rate data, or other supporting data as appropriate. A narrative justification of the realism of labor rates should be provided if necessary.

Available DCAA documentation must be provided to support rates, as applicable. If any categories are covered by a DCAA Forward Pricing Rate Agreement (FPRA), the applicable categories and FPRA rates shall be provided. Executive, or similar categories, may be excluded from this schedule, unless covered by a DCAA rate agreement.

Employees may be exempt from the SCA if they are employed in a bona fide executive, administrative, or professional capacity as those terms are defined in 29 C.F.R. Part 541 and FAR 22.1001. Offerors shall identify whether each staffing position is exempt or non-exempt categories.

b. Department of Labor (DOL) Wage Determinations. Because this procurement is for services, it is subject to the Service Contract Act of 1965 (SCA), 41 U.S.C. 351-358 (2001). Based upon this information, DOL on-line subscriber wage determinations have been added to this RFP as Section J attachments. Employees may be exempt from the SCA if they are employed in a bona fide executive, administrative, or professional capacity as those terms are defined in 29 C.F.R. Part 541 and FAR 22.1001.

c. Escalation for SCA Labor. Do not escalate or provide any contingencies for those labor classifications that are subject to the SCA per FAR 52.222-41. See FAR 52.222-43, Fair Labor Standards Act and Service Contract Act--Price Adjustment (Multiple Year and Options Contracts) for allowances and adjustments to the SCA labor rates. Identify in your price proposal which labor classifications will fall under the SCA.

Only escalate the exempt rates for the option years.

d. Escalation for Other Labor and Other Costs. Address all escalation rates used to prepare the price proposal broken out by year and cost element category.

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e. Burden and Indirect Rates. Provide a table identifying all proposed burden and indirect rates and associated cost centers. Identify the fiscal year-end date. If the rates are blended rates, also show the proposed rates by the Offeror’s fiscal year. Provide supporting documentation from the cognizant Government audit agency if the indirect rates are approved forward pricing rates, or from the Administrative Contracting Officer if appropriate. Otherwise, provide supporting rationale and methodology used for indirect rate development. Provide historical rates for the most recently completed fiscal year and the two previous fiscal periods if available. Provide budgetary data if budgetary data was used in computing the rates. Show the composition of each burden and indirect expense pool proposed.