NMS_DRAFT_Section_L M.pdf

DRAFT

SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L.1 GENERAL PROPOSAL INFORMATION

The offeror shall submit its proposal, subject to FAR 52.215-1, “Instructions to Offerors - Competitive Acquisitions”, in the format set forth below. All information necessary for the review and evaluation of a proposal shall be contained in the proposal volumes set forth below. Section M of the solicitation sets forth the evaluation criteria and delineates the factors and subfactors evaluated and their relative order of importance. It is an offeror’s responsibility to submit a well-written proposal, with adequate detail, which clearly demonstrates an understanding of and the ability to comply with the solicitation requirements to allow for a meaningful evaluation. The Government does not assume the duty to search for data to cure problems it finds in proposals.

L.1.1 The offeror shall submit its proposal in five separate volumes as set forth below.

The offeror shall submit its proposal in the formats and quantities set forth in this section. All proposals shall be in English (American Standard) and shall be in US dollars. The offeror shall submit its proposal via the Federal Business Opportunities (FBO) website at https://www.fbo.gov.

Volume Number Title Quantity

Cover Letter 1 Volume I Past Performance 1 Volume II Mission Capability 1 Volume III Cost/Price 1 Volume IV Small Business Participation 1 Volume V Proposal Terms and Conditions 1

Proposals shall not include citations for, or linkages to, websites.

L.1.2 Proposal Instructions. Proposals shall include an electronic cover letter (letter of transmittal) that identifies all enclosures being transmitted in the message. The offeror should use extreme care and attention to ensure it includes all required items in its proposal. The offeror’s electronic submission shall include all supplemental documentation, such as any collateral material (i.e. brochures and catalogs), in the English language. The Government may reject any offers submitted that contain exceptions to solicitation terms and conditions.

L.1.3 Notice Regarding Electronic Proposals

L.1.3.1 Offerors must submit electronic copies of the offer in accordance with clause 52.204-4016, "TACOM-Warren Electronic Contracting". Unless otherwise specified in the solicitation, all offers are submitted via the FBO electronic response system.

L.1.3.2 Upon submission of offers, FBO will send an email to the email address on file for the user confirming the electronic submission. This email should be maintained in offeror’s records and proof of date/time of the electronic submission.

L.1.3.3 Offerors are cautioned that an offer is not considered received until the final submission via FBO and a time stamped email confirmation is generated. NOTE: These actions are not instantaneous. As such, offerors should begin the file upload well in advance of the solicitation closing date and time to ensure that the entire proposal is submitted in time to be considered for award.

L.1.3.4 Given the volume of data and information to be submitted by offerors in response to this solicitation, and the inherent limitations of server bandwidth, offerors may be required to submit proposals in multiple uploads; it is critical that all offerors carefully and completely identify the parts and attachments of the proposal so that the Government may quickly and easily distribute the proposal volumes. It is important to note that up to five files can be uploaded at one time. The combined size of the five files cannot exceed 10Mb. Break your attachments into smaller files or use the upload utility multiple times if your files exceed the 10Mb size limit.

Offerors shall name all files to indicate the volume and part number. For example, ‘Volume II Mission Capability Factor part 1 of 4’. Contractor format is acceptable.

Filenames must not contain single quotations, spaces, pound (#), or percent signs (%).

L.1.4 Lateness: This solicitation incorporates the lateness rules for submitted proposals outlined in FAR 52.215-1 "Instructions to Offerors-Competitive Acquisition."

L.1.5 Electronic Copies: Offerors must submit electronic copies and any supplemental information (such as spreadsheets, backup data, and technical information) using the following:

(i) Files in Microsoft Office formats. Spreadsheets must be sent in a file format that includes all formulae, macro and format information. Print image is not acceptable.

(ii) Files in Adobe PDF (Portable Document Format).

(iii) Files in HTML (Hypertext Markup Language): HTML documents must not contain active links to live Internet sites or pages. All linked information must be contained within the electronic offer and be accessible offline.

L.1.6 If any portion of a proposal electronically received by the contracting officer is unreadable, the contracting officer shall immediately notify the offeror and permit the offeror to resubmit the unreadable portion of the proposal. After consultation with the offeror, the contracting officer will prescribe and document the method and time for resubmission. For the purpose of determining timeliness under FAR 15.208(a), the Government will consider a re-submission as if it were received at the date and time of the original unreadable submission, provided the offeror complies with the time and format requirements for resubmission prescribed by the contracting officer. Offerors shall make every effort to ensure that the offer is virus-free. Offers (or portions thereof) submitted which reflect the presence of a virus, or which are otherwise rendered unreadable by damage in electronic transit, shall be treated as "unreadable" as described above.

L.2 ALL OR NONE

Offerors must submit proposals responsive to all requirements identified in this solicitation. Proposals submitted for less than all the requirements called for by this solicitation may be rejected or ineligible for award.

L.3 SEPARATE PROPOSAL SUBMISSION

Offerors may not submit alternate proposals. An offeror is defined as an entity competing independently that does not share a common parent, does not have a parent/subsidiary relationship with any other offeror, and is not affiliated with any other offeror (as defined in Federal Acquisition Regulation (FAR) 19.101).

L.4 EVALUATION FACTORS

Proposals shall address the following four factors:

(a) Past Performance

(b) Mission Capability

(c) Cost/Price

(d) Small Business Participation

L.4.1 Volume I – Past Performance Factor

L.4.1.1 For the Past Performance factor, provide information for a total of up to three recent and relevant contracts performed by the offeror. These may include foreign, federal, state, local municipality, and private industry contracts.

Individual task orders, delivery orders and work directives issued against broader contract instruments (BPAs, IDIQ Contracts, Requirements Contracts, etc.) are each considered a “contract” for purposes of the three-contract limitation. Offerors shall not identify broader contract instruments as a recent and relevant contract. Instead, offerors shall identify individual task orders, delivery orders and work directives most reflective of recent and relevant Past Performance.

L.4.1.1.1 Recent contracts are those performed within three (3) years of the date of issuance of this solicitation. In its evaluation under the Past Performance factor, the Government will only consider corporate past performance under prior contract(s). The Government will not consider the past performance of individuals or key personnel. A single contract may be applicable to multiple Section C Performance Work Statement (PWS) activities listed under L.4.1.1.2 (a-d) below.

L.4.1.1.2 Relevant past performance includes the following PWS activities:

a) Training and mentoring on maintenance, supply chain management, and warehouse support (PWS Section 3.1).

b) Contractor Logistics Support (CLS) for vehicles and ground equipment, to include maintenance support, warehousing, and supply chain management (PWS Section 3.2).

c) Performance of a service contract in Southwest Asia that required simultaneous deployment and management of at least 50 individuals over a period of performance of at least one year. For this solicitation, 'management' includes utilization of SPOT, JPAS, CVS, LOAs, AKO and CRC in the planning and deployment of personnel.

L.4.1.1.3 Past Performance Relevance Matrix. A Past Performance Relevance Matrix is provided as Attachment 0014. The offeror shall complete this matrix and include the matrix in Volume I.

L.4.1.1.4 Past Performance Questionnaire. A Past Performance Questionnaire is provided as Attachment 0015. For each of the up to three recent and relevant contracts, the offeror shall send a copy of the past performance questionnaire directly to the appropriate PCO and, if applicable, Contracting Officer's Representative (COR) or other appropriate technical and contracting individuals. The offeror shall request these individuals complete the questionnaire and forward it electronically directly to the Contract Specialist, Guadalupe Garcia, listed on the front page of the SF33 block # 10 as soon as possible, but no later than the solicitation closing date (See Block #9 of the SF33 cover page to this solicitation) with the subject heading “NMS PAST PERFORMANCE INFORMATION FOR [offeror name].”

L.4.1.1.5 Corporate Entities. If any contract listed in support of the Past Performance factor submission was performed by a corporate entity or division other than the corporate entity or division that will perform work under this solicitation, please identify it, and indicate which entity will perform this effort. The proposal shall provide sufficient information to demonstrate that the cited past performance can be considered predictive of the offeror's performance under the contemplated contract.

L.4.1.1.6 Predecessor Companies. The Government may consider recent and relevant performance as part of a predecessor company in its evaluation under the Past Performance Factor. . If submitting past performance of a predecessor entity, the offeror must provide the required information for those recent and relevant contracts of that predecessor company. The offeror must also briefly document the history of the evolution of the offering company from the predecessor company and provide information needed to demonstrate the corporate experience is attributable to the named offeror.

L.4.1.1.7 Contacting References. The Government may contact any of the references that the offeror provides and may contact other third parties for performance information. In addition, the Government reserves the right to use this information in its evaluation of an offeror’s proposal.

L.4.1.1.8 Past Performance Information. The Government does not assume the duty to search for data to cure problems it finds in proposals. The burden of providing thorough and complete past performance information remains with the offeror. The Government may also evaluate the offeror based on other internal Government or private source information. In this regard, the Government may utilize the Contract Performance and Rating System (CPARS), the Past Performance Information Retrieval System (PPIRS) and any other available internal Government sources to search for recent and relevant offeror performance and ratings. While the Government may elect to consider data obtained from external sources other than the proposal, the burden of providing thorough and complete past performance information rests with the offeror.

In addition to submitting the Relevance Matrix (Attachment 0014), the offeror shall submit the following information for each contract provided under the Past Performance Factor:

(1) Section 1 – Contract Identification. This section shall include the following information in the following format.

(a) Contractor place of performance, CAGE Code and DUNS Number. If the work was performed as a subcontractor, also provide the name of the prime contractor and Point of Contact (POC) within the prime contractor organization (name, and current address, e-mail address, and telephone and fax numbers).

(b) Government contracting activity and current address, PCO’s name, e-mail address, and telephone number.

(c) Government’s technical representative/COR, current email address and telephone number.

(d) Government contract administration activity and the Administrative Contracting Officer’s name, current e-mail address, and telephone number.

(e) Contract Number. In the case of Indefinite Delivery type contracts, GSA contracts, and Blanket Purchase Agreements, include Delivery or Task Order Number(s).

(f) Contract Type (specific type such as Firm Fixed-Price (FFP), Fixed Price Incentive (FPI), Cost Plus Fixed Fee (CPFF), Time & Material (T&M), etc.). In the case of Indefinite Delivery contracts, indicate specific type (Requirements, Definite Quantity, and Indefinite Quantity) and secondary contract type (FFP, CPFF, T&M, etc.).

(g) Scope of Work (SOW) excerpts (including paragraph citation) for each of the up to three recent and relevant contracts.

(h) Awarded price/cost.

(i) Final or projected final price/cost.

(j) Original delivery/performance schedule.

(k) Final or projected final delivery schedule.

(2) Section 2 – Contract Performance. Offerors shall provide a specific narrative description of each contract listed in Section 1 describing the contract requirements and objectives achieved. The offeror shall also detail how the effort is relevant to the requirements of this solicitation, including similarities and differences with respect to scope, magnitude and complexity. This narrative description should not exceed three pages per contract submission.

(a) For any contracts that did not/will not meet original schedule or technical performance requirements, the offeror shall provide a brief explanation of the reason(s) for the variance and any corrective action(s) taken, if any. The offeror shall list each revision to the performance schedule and provide an explanation of why the revision was necessary. The offeror shall indicate if any of the contracts listed were terminated and the type and reasons for the termination.

L.4.2 Volume II – Mission Capability Factor

The Mission Capability factor is composed of three subfactors: Management Approach, Training Approach and Staffing Approach. These three subfactors are listed in the relative order of importance. The offeror’s technical proposal for the Mission Capability factor shall not exceed 60 total pages (including charts, graphs, diagrams and illustrations).

L.4.2.1 Subfactor 1: Management Approach. Describe the following:

(a) Offeror’s approach to plan, execute and manage the National Maintenance Strategy program that supports the transition to an ANDSF organic maintenance and sustainment capability while maintaining operational readiness.

(b) Offeror’s approach to phase-in (PWS Section C Paragraph 2.6).

L.4.2.2 Subfactor 2: Training Approach. Describe the following:

(a) Offeror’s approach to training the ANDSF at the maintainer and management levels.

(b) How the offeror’s training program facilitates transfer of work, roles, and responsibilities from the offeror to the ANDSF.

(c) The offeror’s training approach to support the development and maturation of the ANDSF’s supply, maintenance and sustainment operations, and address potential barriers to developing an organic capability.

(d) Key areas of risk related to the transition to an ANDSF organic maintenance and sustainment capability, and the offeror’s approach to mitigate those risks.

L.4.2.3 Subfactor 3: Staffing Approach. Describe the following:

(a) Offeror’s approach to hiring, training and retaining qualified personnel.

(b) Offeror’s approach to utilizing Local Nationals (LNs), Other Country Nationals (OCNs), and Ex-Pats (US Citizens).

(c) How the offeror’s staffing approach supports the transition to an ANDSF organic maintenance and sustainment capability while maintaining operational readiness.

L.4.2.3.1 Staffing Matrix. The offeror shall fill out Attachment 0016 (Staffing Matrix).

L.4.3 Volume III – Cost/Price Factor

L.4.3.1 Offerors shall provide sufficient cost/price data to permit a complete evaluation.

The Government may use any information included in the Cost/Price Volume to correlate the evaluation of the other proposal volumes and contract deliverables. In addition to the requested information detailed in this Section L of Volume 3, the Government may request the offeror provide additional or more detailed cost/price breakdown data to support its determination of most probable cost to the Government and price reasonableness.

L.4.3.2 Electronic Copies. Electronic spreadsheet files (Workbooks) shall be Microsoft Excel 2007, 2010 or 2013. Workbooks must be sent in a format that includes all formulas, functions, macros, computations, or equations used to compute the proposed amounts. Cell references shall be limited to data and files included in the Cost/Price Volume. All rows, columns, cells and worksheets must be visible for each workbook.

Zero height/Zero width rows/columns in worksheets are not acceptable. Worksheet cells formatted with the font color equal to the fill color are unacceptable. If workbooks or worksheets are password protected, then the password(s) must be provided. Print image files or pictures (for example a picture of an Excel spreadsheet embedded in a word document) or files containing only values are not acceptable. The offeror shall provide supporting narrative, including Basis of Estimate (BOE) sheets in MS Excel or MS Word 2007/2010/2013 compatible. The Government will not accept BOEs as pictures. Text or spreadsheets used as supporting rationale within a BOE may not be included as a picture.

L.4.3.3 Table of Contents. The offeror and each major subcontractor shall provide a Table of Contents showing each file submitted as part of the Cost/Price Volume with a short description of the contents of the file. Each of these entries in the Table of Contents shall be hyperlinked to the respective files.

L.4.3.3.1 The offeror and each major subcontractor shall provide the address, email, and telephone number of the cognizant DCAA Field Audit Office and the cognizant Defense Contract Management Agency (DCMA) office.

L.4.3.4 A Cost/Price Summary by CLIN and subCLIN spreadsheet is included in this solicitation as Attachment 0011 (Cost Price Data Sheet). Offerors shall complete and submit this spreadsheet in accordance with the “Instructions” located within the attachment. NOTE: The total cost/price for each CLIN and subCLIN displayed in Attachment 0011 shall match the total cost/price for each CLIN and subCLIN displayed in Section B of this solicitation.

L.4.3.5 In accordance with FAR 52.214-35 (Submission of offers in U.S. Currency), all costs/prices must be in U.S. dollars only, including costs/prices for the offeror and any potential subcontractors. If the basis for the proposal is any other currency, the offeror shall:

(a) State the exchange rate(s) utilized to convert any currency to U.S. dollars and explain how the exchange rate was developed.

(b) Explain how it intends to deal with the risk that fluctuation in exchange rates may affect this prospective contract.

L.4.3.6 CPIF, CPFF, and Cost No Fee CLINs and subCLINs. Include a top-level spreadsheet, time-phased by calendar quarter, and organized by cost element (i.e.

Direct Labor, Subcontracts, Material, Other Direct Costs, Overhead/Indirect, Fee, etc.)

which supports the offeror's proposed cost. The cost breakdown must be consistent with the offeror’s cost accounting system.

NOTE: For the CPIF subCLINs, the offeror shall submit target cost and target fee dollars as stated in Section B of this solicitation. The offeror shall not propose alternative share ratios, or an alternative minimum fee or maximum fee percentage, other than what the solicitation stipulates.

Provide the following information, if applicable, in support of each top-level spreadsheet:

L.4.3.6.1 Direct Labor. Support for costs related to direct labor shall include the following:

(a) A quarterly time-phased breakout of the direct labor hours, by labor category, appropriate to the offeror’s accounting system.

(b) Basis of Estimates (BOEs) by subCLIN, organized by the lowest level PWS element (see Attachment 0002) to include:

i. A narrative description of the tasks to be performed;

ii. A description of the method used to estimate the hours (identifying assumptions used and any Cost Estimating Relationships);

iii. The calculations showing the computation of the direct labor hours for each specific task; and

iv. A description of each labor category used in the BOE.

(c) The labor rate for each labor category of direct labor, including the basis for the rate and any escalation used.

L.4.3.6.2 Major Subcontractors (over 10%)

L.4.3.6.2.1 If there are major subcontractors (those subcontractors with a total price exceeding 10% of the total price of all the offeror’s cost type CLINs), the offeror shall provide cost information from the subcontractor equivalent to that required of the offeror.

Segregate the subcontractor cost information by CLIN and subCLIN, as required of the offeror's cost breakdowns. Include the evaluation of the subcontractor's submission required by FAR Part 15.404-3(b), and rationale for determining that the subcontract price is reasonable and realistic. In addition, state the type of subcontract the offeror anticipates (e.g. firm-fixed price, cost-plus-fixed-fee, etc.).

L.4.3.6.2.2 The offeror shall provide the same kind of information for inter-organizational transfers, regardless of dollar value. Evaluation of this cost data is not required. The offeror must indicate whether the inter-organizational transfer includes upward or downward adjustments for contingencies or negotiation challenges and the supporting rationale.

L.4.3.6.2.3 For major subcontractors, if the subcontract is for purchased material and the offeror can demonstrate that the subcontract item is either commercial or based on adequate price competition, then the offeror need not provide cost information from the subcontractor. Instead, the offeror shall provide copies of competitive subcontractor price quotes, or the kind of information noted in FAR Clause 52.215-20(a)(1)(ii).

L.4.3.6.2.4 If the major subcontractor declines to provide complete cost proposals to the offeror or higher-tier subcontractor, then those subcontract proposals may be submitted by the subcontractor directly to the PCO using the same submission instructions noted in L.1. Such submissions shall arrive at or prior to the due date for proposals as noted on the front page of this solicitation.

L.4.3.6.3 Non-Major Subcontracts. The offeror shall provide a narrative that explains the method used to develop proposed cost for non-major subcontractors (those subcontractors with a total price below 10% of the total price of all the offeror’s cost type CLINs) , including information about the extent to which the cost is based on vendor quotes, purchase order history, estimates, etc. This narrative must indicate whether the amount includes upward or downward adjustments for contingencies or negotiation challenges and supporting rationale. For subcontract costs based on estimates, please provide rationale and methodology for how the estimate was developed.

L.4.3.6.4 Material. The offeror shall submit the material cost as stated in Section B of this solicitation. The offeror shall not propose material cost greater than or less than what the solicitation requires.

L.4.3.6.5 Other Direct Costs and Miscellaneous. The offeror shall identify each category of proposed Other Direct Cost, and the dollar amount for each category.

Provide an explanation of what is included in each category and how the cost was estimated.

L.4.3.6.6 Travel. The offeror shall propose the total number of trips and total cost with a detailed explanation. The offeror may use a Cost Estimating Relationship (CER) for travel as an alternative estimating methodology. If a CER uses estimated travel, then please provide a detailed explanation supporting how the CER was developed.

L.4.3.6.7 Rates. The offeror shall provide a list of the direct and indirect rates, by category and by offeror’s fiscal year, used in the development of the proposal and include:

(a) The date of the current Cost Accounting Standards Board (CASB) Disclosure Statement.

(b) The effective date of the rates or the data that formed the basis for the rates (the date of the burden study analysis or payroll run, etc.), and state whether the rate package has been submitted to the Defense Contract Audit Agency (DCAA) for review.

(c) The ending month for the offeror's fiscal year.

(d) A narrative explaining the basis for the estimated rates. The offeror must specifically identify any escalation factors used.

(e) A statement indicating whether these rates represent a Forward Pricing Rate Submission (FPRS) or a Forward Pricing Rate Agreement (FPRA) and note the date of the agreement.

(f) A statement indicating whether the business volume that would be generated if a contract awarded to the offeror’s firm because of this solicitation has been included in the proposed rate package.

(g) For each of the rate categories, provide both the prior and current fiscal year's Incurred Cost rates. Indicate if the prior year rates have been audited. For the current year's Incurred Cost rates, provide the month ending for those rates.

(h) Any labor add-ons such as Danger Pay Allowance and Post Hardship Differential need to be included as part of the offerors proposal. Display these add-ons as a cost per hour. The application of these add-ons must be consistent with your cost accounting system.

L.4.3.6.7.1 Offerors that propose rates which differ from a current FPRS or FPRA must provide rationale for the difference i.e. management challenge or ceiling rates. In addition, offerors that do not apply indirect rates to plug numbers (Material) need to provide rationale if that differ from the offeror’s current disclosure statement. NOTE:

Proposed ceiling rates will become part of the contract.

L.4.3.6.8 Facilities Capital Cost of Money (FCCM). The offeror shall state the total amount estimated for FCCM and identify the Treasury Rate used to develop the amount.

L.4.3.6.9 Fee. State the target fee rate and the target fee dollars for CPIF CLINs/subCLINs and the fee and fee dollars for CPFF CLINs/subCLINs.

L.4.3.7 FFP CLINs and subCLINs. The offeror shall submit the total price, time phased by calendar quarter, for all FFP CLINs and subCLINs. The total prices shall match the total cost/price for each CLIN and subCLIN displayed in Section B of this solicitation and paragraph L.4.3.4 Attachment 0011 (Cost Price Data Sheet).

L.4.4 VOLUME IV - SMALL BUSINESS PARTICIPATION (SBP) FACTOR

L.4.4.1 Application: The Small Business Participation proposal submission instructions apply to every offeror (U.S. and non-U.S.), regardless of size, socioeconomic status or locations of working facilities or headquarters.

L.4.4.2 Definitions:

a. Affiliate is defined in 13 CFR 121.103.

b. Alaskan Native Corporation is defined in FAR 19.701 as any Regional Corporation, Village Corporation, Urban Corporation, or Group Corporation organized under the laws of the State of Alaska in accordance with the Alaska Native Claims Settlement Act, as amended (43 U.S.C. 1601, et seq.) and which is considered a minority and economically disadvantaged concern under the criteria at 43 U.S.C. 1626(e)(1). This definition also includes ANC direct and indirect subsidiary corporations, joint ventures, and partnerships that meet the requirements of 43 U.S.C. 1626(e)(2).

c. Contractor Team Arrangement (CTA) is defined in FAR 9.601 and includes partnerships, joint ventures, and prime and subcontractor relationships.

d. Indian Tribe is defined in FAR 19.701 as any Indian tribe, band, group, pueblo, or community, including native villages and native groups (including corporations organized by Kenai, Juneau, Sitka, and Kodiak) as defined in the Alaska Native Claims Settlement Act (43 U.S.C.A. 1601 et seq.), that is recognized by the Federal Government as eligible for services from the Bureau of Indian Affairs in accordance with 25 U.S.C. 1452(c). This definition also includes Indian-owned economic enterprises that meet the requirements of 25 U.S.C. 1452(e).

e. Other Than Small Business is any entity that is not a U.S. small business concern, including, but not limited to large businesses, educational institutions, non-profits, government entities, and foreign firms.

f. Small Business Teaming Arrangement (SBTA) is defined in 13 CFR 125.1 and includes joint ventures and prime and subcontractor relationships.

g. Subcontract is defined in FAR 19.701 as any agreement (other than one involving an employer-employee relationship) entered into by a Government prime contractor or subcontractor calling for supplies and/or services required for performance of the contract, contract modifications, or subcontract.

h. U.S. Small Business Concern is defined in FAR 19 and DFARS 19. U.S. small business concerns include small businesses (SBs), small disadvantaged businesses (SDBs), woman-owned small businesses (WOSBs), HUBZone small businesses (HUBZone SBs), veteran-owned small businesses (VOSBs), and service disabled veteran-owned small businesses (SDVOSBs).

L.4.4.3 Small Business Participation Factor Workbook (Attachment 0013) and Small Business Participation Factor Workbook Instructions (Attachment 0012):

a. All offerors, including offerors who are themselves U.S. small business concerns for the NAICS code assigned to this requirement, are required to complete the Small Business Participation Factor Workbook (Attachment 0013), using the detailed Small Business Participation Factor Workbook Instructions (Attachment 0012).

b. An offeror shall fill out the Small Business Participation Factor Workbook (Attachment 0013) with goals for this solicitation specifically, even if it is an Other-Than-Small- Business (OTSB) submitting a Comprehensive Subcontracting Plan.

c. The Small Business Participation Factor Workbook (Attachment 0013) shall be submitted in the Microsoft Excel workbook format with all tabs, formulas, and functions that are built into the template in the solicitation. Print image files or pictures (for example, a picture of an Excel spreadsheet embedded in a Word document) or files containing only values are not acceptable. Offerors shall not add formulas or links to any cells that do not contain them already, nor shall the offeror remove or change any existing formulas or links.

d. Small Business Participation Factor Workbook (Attachment 0013) Fill-in Tabs (Prime $, Sub $, SB Prime List, and SB Sub List): When filling in these tabs in the Workbook, the offeror shall include in the dollars for prime contractor participation and subcontractor participation the SUM of the Total CLIN Prices (which is inclusive of the basic CLINs, all Option CLINs) as reflected in the cost price data sheet (Attachment 0011).

e. Small Business Participation Factor Workbook (Attachment 0013) Automatic Tabs (Con and Rollup): These tabs in the Workbook are filled in automatically based on the information the offeror filled in on the other four tabs. During its evaluation of the proposal, the Government will check for consistency. Therefore, the offeror shall use these tabs to check for consistency within the Small Business Participation Factor Submittal, and between the Small Business Participation Factor Submittal and other parts of the proposal, including the Subcontracting Plan and the offerors other factor volumes.

L.4.4.4 Narrative: If the offeror has a contractor teaming arrangement, the offeror shall submit a very brief introductory narrative that explains the arrangement. If any offeror has any other need to clarify or explain anything in the Small Business Participation Factor Submittal, the information can be included in this narrative.

L.4.4.5. Signature Requirement for Proposed Subcontracts: The Small Business Administration (SBA) Dynamic Small Business Search (DSBS) Database is the official source for the SBA certified designations of 8(a), 8(a) Joint Venture, and HUBZone SB.

The Government may use this system to verify any SBA certifications of the prime and subcontractors. The Government may also use the System for Award Management (SAM) to verify size, ownership, and any other information provided about the prime and subcontractors listed in the proposal. According to 13 CFR 121.411(b) the offeror cannot require subcontractors to use SAM. For any contractor listed in the proposal as a small business that is not registered in SAM, the offeror shall provide in accordance with 13 CFR 121.411(f), a certification from that contractor verifying its small business size and socioeconomic status. This certification shall contain, on the same page as the size and status claimed, the signature of the official authorized to sign for the subcontractor.

L.4.4.6 Subcontracting Reports:

a. The offeror shall provide documentation of performance in complying with the requirements of FAR 52.219-9 or DFARS 252.219-7004 over the twelve months prior to solicitation release date if the offeror meets both of the following criteria:

(1) Offeror is other than a U.S. small business concern as defined by the NAICS code applicable to this solicitation.

(2) Offeror has had prior contracts requiring the submission of a Small Business Subcontracting Plan in accordance with FAR 52.219-9 or DFARS 252.219-7004.

b. If over the twelve months preceding the date of solicitation release the offeror has reported accomplishments against an Individual Subcontracting Plan or Master Subcontracting Plan, the documentation shall include the latest Individual Subcontracting Report (ISR/SF294) for the contracts listed below.

(1) Every Federal contract for which the offeror was the prime contractor required to submit an ISR/SF294.

(2) Every contract for which the offeror was a subcontractor required to submit an

ISR/SF294.

c. If ISR reports for a contract were not submitted to eSRS, send signed copies of the SF294s that were submitted.

d. If over the twelve months preceding the date of solicitation release the offeror has reported accomplishments against a Commercial or Comprehensive Subcontracting Plan, or both, in lieu of or in addition to Individual or Master Plans, the documentation shall include:

(1) A copy of the Plan to document the goals.

(2) The latest Summary Subcontract Report (SSR/SF295) to document accomplishments.

e. If the offeror has not performed a contract over the past twelve months that contained FAR 52.219-9 or DFARS 252.219-7004, the offeror shall so state.

f. If during evaluation, the Government finds additional reports from the twelve months prior to solicitation release date that were not submitted in the proposal, the Government may use the additional reports in the evaluation. If there are discrepancies in the data between the reports submitted in the proposal and the reports submitted to the Electronic Subcontracting Reporting System (eSRS) or to the appropriate Government office, the information on the reports that officially were submitted to eSRS or the appropriate Government office will be used in the evaluation.

L.4.4.7. Other Resources/Additional Data: In addition to the data submitted by the offeror, and the data found in Government systems specifically referenced throughout this L.6, the Government may use other resources to evaluate the offerors Small Business Participation Factor Submittal. The Government reserves the right, during clarification or discussion under FAR 15.306, to request additional data to support its assessment.

L.4.4.8 What Counts Toward the Offerors Proposed Small Business Participation Factor Goals: The offerors extent of small business participation in each small business category will be calculated automatically on the Roll-up tab in the Small Business Participation Factor Workbook (Attachment 0013). The embedded formula takes the Dollars for portion of work to be performed by Small Business Prime and adds it to the Dollars for portion of work to be performed by First Tier Small Business Subcontractors, then divides the sum by the Total Proposed Amount, and multiplies the result by 100 to obtain the percentage. The Total Proposed Amount is defined as the SUM of the Total CLIN Prices (which is inclusive of the basic CLINs, all Option CLINs) as reflected in the cost price data sheet (Attachment 0011).

a. The following count toward an Other-Than-Small-Business Offerors proposed Small Business Participation Factor goals:

(1) The dollars for first tier small business subcontracts.

(2) The dollars for first tier small business subcontracts of first tier affiliates for work related to the contract. For purposes of this Small Business Participation Factor and the subcontracting plan, first tier affiliates are considered part of the prime.

(3) The dollars for first tier small business subcontracts of joint venture members for work related to the contract. For purposes of this Small Business Participation Factor and the subcontracting plan, joint venture members are considered affiliates of the prime and therefore part of the prime, even if they are designated as subcontractors in the joint venture legal agreement.

(4) The dollars the offeror has been designated to receive as a small business and small disadvantaged business credit from an Alaskan Native Corporation (ANC) or Indian Tribe subcontract at first or lower tiers.

b. The following count toward a Small Business offerors proposed Small Business Participation Factor goals:

(1) The dollars for the portion of the work to be performed as a small business prime.

(2) The dollars for first tier small business subcontracts.

(3) The dollars for first tier small business subcontracts of first tier affiliates for work related to the contract. For purposes of this Small Business Participation Factor, first tier affiliates are considered part of the prime.

(4) The dollars for the portion of work to be performed as a small business joint venture prime. This includes any separate legal entity as well as the joint venture members. For purposes of this Small Business Participation Factor, joint venture members are considered part of the prime, even if they are designated as subcontractors in the joint venture legal agreement.

(5) The dollars for first tier small business subcontracts of joint venture members for work related to the contract.

L.4.4.9 Differences between the Small Business Subcontracting Plan and Small Business Participation Factor:

a. The Small Business Subcontracting Plan:

(1) is not required of small businesses.

(2) is developed and submitted in accordance with FAR 52.219-9 Small Business Subcontracting Plan and its ALT II and DFARS 252.219-7003 incorporated by reference in Section I (or DFARS 252.219-7004 if the offeror has a comprehensive subcontracting plan) and TACOM Clause 52.219-4004 in Section L.

(3) is evaluated in accordance with the FAR, DFARS, and AFARS.

(4) has goals that are expressed as a percentage of Total Subcontracting Amount.

(5) has goals broken out for the basic and each option separately.

b. The Small Business Participation Factor:

(1) is required of all offerors, including small businesses.

(2) is developed and submitted in accordance with this Section L clause.

(3) is evaluated in accordance with Section M.

(4) has goals that are expressed as a percentage of Total Contract Amount.

(5) has goals which are not broken out for the basic and each option separately.

L.4.5 Volume V – Proposal Terms and Conditions (SF33, RFP Sections A-K)

L.4.5.1 Signature Actions/Offeror Fill-Ins

The offeror shall provide a signed copy of the Standard Form 33 (SF33) cover page; a copy of all completed fill-ins for Sections A through K; and all signed copies of Amendments to the solicitation.

L.4.5.2 Certifications and Approved Systems

L.4.5.2.1 Business Systems: To be considered for award, the offeror must provide evidence it has adequate business systems IAW DFARS 252.242-7005, and as further described in DFARS 252.242-7006, 252.244-7001, and 252.245-7003. Evidence of adequate business systems is a responsibility matter IAW FAR 9.103 and 9.104-1(e).

L.4.5.2.1.1 Cost Accounting System: In order to be considered for award as part of the responsibility determination, the Offeror must provide evidence that it has adequate financial management and fund tracking procedures to accommodate a cost-reimbursement type contract. This evidence may include a letter from either DCMA or DCAA that states that the Offeror has an acceptable accounting system for this type of contract. If an accounting system has not been determined to be adequate by DCMA or DCAA, the Offeror shall coordinate with the PCO to obtain an accounting system review prior to submitting a proposal.

L.4.5.2.1.1.1 Offerors who have not had Accounting System Reviews by DCAA or DCMA may, at the offeror's expense, submit information from an Independent Certified Public Accountant (CPA) verifying the CPA audited the offeror's accounting system and that the offeror's accounting system complies with the requirements stated within the DCAA Contract Audit Manual (DCAAM) Chapter 5-202, Pre-award Survey of a Prospective Contractor's Accounting System and Standard Form (SF) 1408 and Pre-award Survey of Prospective Contractor's Accounting System.

L.4.5.2.2 Where certifications and approved systems are required for an offeror, if the proposal is being submitted by a Joint Venture, certifications and approved systems for the principals (partners) of the joint venture will be considered as valid for that offeror providing the necessary documentation from all principals (partners) is provided with the proposal.

L.4.5.3 Statement of Acknowledgement

The offeror shall provide a statement specifying agreement with all terms, conditions, and provisions included in the solicitation (inclusive of all attachments), or any exceptions. Any exceptions taken to the attachments, exhibits, enclosures, or other solicitation terms, conditions, or documents must be fully explained; however, any such exceptions may be grounds for the PCO to reject the proposal from further consideration in the source selection process, prior to evaluation.

L4.5.4 Assumptions The offeror is encouraged to submit questions prior to submitting its proposal.

Otherwise, the offeror shall consolidate and identify, in volume 4, all off its “assumptions” contained anywhere in the proposal. In addition, the offeror shall include a statement that none of the “assumptions” contradict or take exception to any terms, conditions or requirements of the solicitation.

L.4.5.5 Organizational Conflict of Interest

L.4.5.5.1 The provisions of FAR 9.5, Organizational Conflict of Interest (OCI), apply to any award under this solicitation. Potential offerors should review their current and planned participation in any other Government contracts, subcontracts, consulting, or teaming arrangements where they may be in a position of actual or perceived bias or unfair competitive advantage.

L.4.5.5.2 If the offeror does not have any potential OCIs, it shall provide an affirmative statement that none exist.

L.4.5.5.3 Offerors should disclose any potential OCI situations to the PCO as soon as identified including prior to proposal submission. The disclosure should include the facts and an analysis of the actual or perceived conflict and the recommended approach(es) to neutralize or mitigate the potential conflict. The preferred approach to potential conflicts is to negate/obviate the conflict. Mitigation is considered only if it is not practical to negate/obviate the conflict. The PCO will promptly respond to any potential conflicts.

SECTION M - EVALUATION FACTORS FOR AWARD

M.1 BASIS FOR AWARD

M.1.1 The Government intends to award a single contract with one base year and four option years. The contract will include multiple contract types, including Firm Fixed Price (FFP), Cost Plus Fixed Fee (CPFF), Cost Plus Incentive Fee (CPIF) and Cost with no Fee. An award will be made to the offeror whose proposal is eligible for award and, in the judgement of the Source Selection Authority's (SSA), represents the best value to the Government in accordance with the criteria set forth below.

Offeror’s proposals must be eligible for award in accordance with M.1.2. Additionally, the Government will consider in a Best Value Tradeoff:

(a) Factor 1 Past Performance (M.4.1)

(b) Factor 2 Mission Capability (M.4.2)

(c) Factor 3 Cost/Price (M.4.3)

(d) Factor 4 Small Business Participation (M.4.4)

The relative order of importance of these Factors (and Subfactors where applicable) is described in M.4 below.

M.1.2 To be eligible for award, offeror proposals shall:

(a) Be determined responsible (See Section M.1.3); and

(b) Include no Deficiencies (Per FAR Part 15.001)

M.1.3 Determination of Responsibility

In accordance with FAR 9.103, contracts will be placed only with contractors that the PCO determines to be responsible. In order to be consider as sources for this acquisition, the offerors, must demonstrate they meet standards of responsibility set forth in FAR 9.104. In addition, the Government may assess the offeror’s financial and operational capabilities to meet the solicitation requirements. The Government may conduct a Pre-Award Survey on any or all offerors or their Subcontractors to aid the PCO in the evaluation of each offeror's responsibility. The Government will not award to an offeror who has been determined to be not responsible by the PCO. To ensure that each offeror meets the responsibility criteria contained in FAR 9.104, the Government reserves the right to request additional information, including but not limited to the following:

a) Arrange a visit to the offeror’s facility and perform a necessary Pre-Award Survey.

b) Request an offeror provide technical, quality and financial information.

If the offeror does not provide the data requested within seven calendar days from the date the offeror received the request, or if the offeror refuses access to its facility, the Government may determine the offeror non-responsible. If the Government visits the offeror’s facility, the offeror shall have current data relevant to the proposal available for review.

M.2 REJECTION OF OFFERS

Offerors shall carefully read, understand and provide all the information requested in the Proposal Instructions contained in Section L. If there are parts of Section L that the offeror does not understand, the offeror may request clarification from the PCO in writing before the closing date of the solicitation. In accordance with FAR 52.215-1, the Government may reject any or all proposals if such action is in the Government’s interest. Examples include, but are not limited to, the following proposal conditions:

(a) Merely offers to perform work according to the solicitation terms or fails to present more than a statement indicating its capability to comply with the solicitation terms without support and elaboration as specified in Section L of this solicitation; or

(b) Contains any unexplained significant inconsistency between the proposed effort and the Cost/Price proposal, which implies that the offeror has (1) an inherent misunderstanding of the scope of work, or (2) an inability to perform the resultant contract; or

(c) Is unbalanced as to price. An unbalanced offer is one based on pricing significantly higher or lower for one given period versus another period or the price of one or more contract line items is significantly over or understated. There must be a direct relationship between the effort expended and its price for each CLIN (See M.4.3); or

(d) Fails to meaningfully respond to the proposal preparation instructions specified in Section L; or

(e) Proposes exceptions to the scope, attachments, exhibits, enclosures, or other solicitation terms and conditions.

M.2.1 Availability of Funding and Affordability

M.2.1.1 No proposal, no matter how highly rated under the non-Cost/Price Factors, will be considered for award if unaffordable for the base year of the National Maintenance Strategy (NMS).

M.2.1.2 Government will review the Offeror’s Contract Cost/Price proposal to verify the Offeror’s proposal is affordable. No proposal will be considered for award if unaffordable. Affordability will be calculated by Attachment 0011 based on the Government's Available Funding.

M.2.1.3 Proposals specifying funding in excess of the affordability cap of $226 Million for the base CLINs will be considered unaffordable and ineligible for award. The following base year CLINs are subject to the affordability cap:

CLINs

0001 AA, AB

0002 AA, AB

0003 AA, AB

0004 – 0023 AA-AC; AE

0024 – 0030 AA, AB, AD

0031 – 0044 AA

M.3 EVALUATION AND SOURCE SELECTION PROCESS

M.3.1 Evaluation Process

The Government will select the successful offeror following an assessment of each proposal, based on the response to the information called for in Section L of this solicitation and against the solicitation requirements and the evaluation criteria described herein. Proposals will be evaluated as specified herein. The Government will document its evaluation of each Factor and Subfactor. The Government may conduct a crosswalk between the information provided in the offeror’s proposal volumes to assess whether the offeror submits consistent proposal information.

M.3.1.1 Source Selection Authority

The Source Selection Authority (SSA) is the official designated to direct the source selection process and select the offeror for contract award. A Source Selection Advisory Council (SSAC) will provide written comparative analysis of the proposals and an award recommendation for the SSA prior to the selection decision.

M.3.1.2 Source Selection Evaluation Board (SSEB)

The Government has established an SSEB to evaluate proposals responsive to this solicitation. The SSEB is comprised of technically qualified Government personnel selected to conduct an evaluation in…