Amendment_0004_FBO_W56HZV16R0099-0004.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT 1. Contract ID Code Page Of

2. Amendment/Modification No.

3. Effective Date

4. Requisition/Purchase Req No.

5. Project No. (If applicable)

6. Issued By Code 7. Administered By (If other than Item 6) Code

8. Name And Address Of Contractor (No., Street, City, County, State and Zip Code)

9A. Amendment Of Solicitation No.

9B. Dated (See Item 11)

10A. Modification Of Contract/Order No.

10B. Dated (See Item 13) Code Facility Code

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

The above numbered solicitation is amended as set forth in item 14. The hour and date specified for receipt of Offers is extended, is not extended.

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended by one of the following methods:

(a) By completing items 8 and 15, and returning ____________ copies of the amendments: (b) By acknowledging receipt of this amendment on each copy of the offer submitted; or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. Accounting And Appropriation Data (If required)

13. THIS ITEM ONLY APPLIES TO MODIFICATIONS OF CONTRACTS/ORDERS

It Modifies The Contract/Order No. As Described In Item 14.

A. This Change Order is Issued Pursuant To: The Changes Set Forth In Item 14 Are Made In

The Contract/Order No. In Item 10A.

B. The Above Numbered Contract/Order Is Modified To Reflect The Administrative Changes (such as changes in paying office, appropriation data, etc.) Set

Forth In Item 14, Pursuant To The Authority of FAR 43.103(b).

C. This Supplemental Agreement Is Entered Into Pursuant To Authority Of:

D. Other (Specify type of modification and authority)

E. IMPORTANT: Contractor is not, is required to sign this document and return _______________ copies to the Issuing Office.

14. Description Of Amendment/Modification (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

Except as provided herein, all terms and conditions of the document referenced in item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A. Name And Title Of Signer (Type or print)

16A. Name And Title Of Contracting Officer (Type or print)

15B. Contractor/Offeror 15C. Date Signed 16B. United States Of America 16C. Date Signed

By (Signature of person authorized to sign) (Signature of Contracting Officer)

NSN 7540-01-152-8070

PREVIOUS EDITIONS UNUSABLE

30-105-02 STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA FAR (48 CFR) 53.243

SEE SCHEDULE

X

Cost Plus Fixed Fee

0004 2017JAN23

W56HZV

U.S. ARMY CONTRACTING COMMAND

WARREN, MICHIGAN 48397-5000

RORY THELEN

EMAIL: RORY.G.THELEN.CIV@MAIL.MIL

W56HZV-16-R-0099

2016DEC02

X

X 2017JAN24 04:00pm

/SIGNED/

2 signed

SEE SECOND PAGE FOR DESCRIPTION

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CONTINUATION SHEET

Reference No. of Document Being Continued Page of

Name of Offeror or Contractor:

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SECTION A - SUPPLEMENTAL INFORMATION

Buyer Name: RORY THELEN

Buyer Office Symbol/Telephone Number: CCTA-ASG-B/(586)282-7862

Type of Contract 1: Cost Plus Fixed Fee

Kind of Contract: Research and Development Contracts

*** End of Narrative A0000 ***

Amendment 0004

The purposes of this Amendment 0004 are to:

i. Remove clause 52.215-3 "Request for Information or Solicitation for Planning Purposes" from this solicitation.

ii. Add Attachment 0005 "Pricing Matrix, Updated" to be completed by offerors.

iii. Add Labor 4, Labor 5, Labor 6, Labor 7, and Labor 8 under the "Labor Category" section of Task Order 001.

iv. Update the language in paragraph L.3.5.1.7, found in Section L of this solicitation.

v. Update the language in paragraph M.6.1.1.1, found in Section M of the solicitation.

vi. Add new paragraph M.6.1.1.1.1 to Section M of the solicitation.

Offerors are reminded to acknowledge receipt of this and all amendments in A-6, clause 52.214-4000 "ACKNOWLEDGEMENT OF AMENDMENTS."

*** END OF NARRATIVE A0005 ***

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W56HZV-16-R-0099 0004

Name of Offeror or Contractor:

PIIN/SIIN MOD/AMD

SECTION J - LIST OF ATTACHMENTS

List of Number List of Number

Addenda Title Date of Pages Transmitted By Addenda Title Date of Pages Transmitted By________________ ____________________________________________________________ _______________ ____________ _______________________________ ____________________________________________________________ _______________ ____________ _______________

Attachment 0001 PAST PERFORMANCE RELEVANCE MATRIX DATA

Attachment 0002 PAST PERFORMANCE QUESTIONNAIRE DATA

Attachment 0003 SMALL BUSINESS PARTICIPATION WORKBOOK DATA

Attachment 0004 SMALL BUSINESS WORKBOOK PARTICIPATION INSTRUCTIONS DATA

Attachment 0005 PRICING MATRIX, UPDATED DATA

Attachment 0006 IDENTIFICATION & ASSERTION OF RESTRICTIONS DATA

Attachment 0007 TASK ORDER 001

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SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

Status Regulatory Cite Title Date Status Regulatory Cite Title Date _______ _______________ ______________________________________________________________________ ____________ _______ _______________ ______________________________________________________________________ ____________

L-1 DELETED 52.215-3 REQUEST FOR INFORMATION OR SOLICITATION FOR PLANNING PURPOSES OCT/1997

L.1. General Proposal Information

The offeror's proposal, subject to the provision entitled Instructions to Offeror(s) Competitive Acquisitions (FAR 52.215-1, ALT I) contained elsewhere in this Section L, shall be submitted in the format and quantities set forth below. All information necessary for the review and evaluation of a proposal is to be contained in the proposal volumes set forth below. Section M of this solicitation sets forth the evaluation criteria and details the Factors to be evaluated and their relative order of importance. The offeror's proposal, as required by this Section L, will be evaluated as set forth in Section M of this solicitation. The Government will not assume that the offeror possesses any capability, understanding, or commitment not specified in its proposal. It is the offeror's responsibility to submit a well-written proposal, with detailed information, 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. Proposal Content, Format, and Instructions

L.1.2. Proposal Content

L.1.2.1. All proposals shall be in English (American Standard) and shall be in U.S. dollars. The proposal shall include all information specified and address all requirements outlined in Section L. The offeror's proposal shall be submitted in four (4) separate volumes as set forth below. The offeror's proposal shall consist of the following volumes:

(a) Volume I: Past Performance

(b) Volume II: Cost/Price Factor

(c) Volume III: Small Business Participation Factor

(d) Volume IV: Proposal Terms and Conditions

L.1.2.2. A Proposal Executive Summary or transmittal letter is optional. It will neither be considered as part of the volumes required, nor will it be evaluated. If a Proposal Executive Summary is submitted, it must be submitted as a separate volume from the four (4) volumes set forth above and it should be no more than five (5) pages in length.

L.1.2.3. Each volume of the offeror's proposal shall be consistent with the other proposal volumes and shall demonstrate the offeror's understanding and ability to perform according to the Statement of Work in Section C of the solicitation.

L.1.3. Proposal Format

L.1.3.1. Each volume listed above shall be submitted on a separate set of CD-ROMs or DVDs. The offeror shall submit three (3) identical sets of CD-ROMs or DVDs for each volume.

L.1.3.2. Each CD-ROM or DVD shall be labeled so it is easily identifiable for evaluation purposes (example: Volume I, Past Performance

Factor, Set 1 of 3, CD 1 of X), and shall also include the offeror's name and the solicitation number. ______________________________________________________

L.1.3.3. Each volume shall include: (i) a title page; (ii) a table of contents; and (iii) a list of tables and figures.

L.1.3.3.1. Each page of each volume of the proposal shall be numbered consecutively, and each paragraph of the proposal shall have a reference number.

L.1.3.3.2. Provide a list of all attachments and substantiating data in the table of contents of each volume to which the attachments and substantiating data belong.

L.1.3.3.3. The table of contents shall be organized by Factor as set forth below. The table of contents shall include the following information for each Factor, attachment, and for all substantiating data listed:

(a) Cross-reference to related section L paragraph number

(b) Page number

(c) CD-ROM or DVD Volume and number

(d) File name

L.1.3.4. Acceptable File Formats. All electronic information provided in response to the solicitation must be provided in Microsoft (MS)

Office 2013 or PDF compatible format or except as noted in instructions for individual volumes. (See L.1.3.6 below)

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L.1.3.5. Unless otherwise specified, it is recommended that the proposal be formatted for 8.5 x 11 paper with a minimum font size of 10

pt. and with a minimum of 0.5 margins. Schedules, drawings and other documents more appropriate to larger size shall be formatted for no larger than 11 x 17 dimensions.

L.1.3.6. All spreadsheets must include all formulas, function, macros, computations, or equations used to compute the proposed amounts.

For each workbook, all Rows, Columns, Cells, and Worksheets must be visible. Zero height and zero width rows and 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 passwords must be provided as part of the proposal, in the cover letter or letter of transmittal for

Volume II. Print image files or pictures or files containing only values are not acceptable. Failure to provide fully functional Excel spreadsheets in the proposal may result in the offeror's proposal being rejected.

L.1.4. Submission Due Date

The offeror must ensure that its proposal, in its entirety, reaches its intended destination before the date and time set for closing in

Block 9 on Standard Form 33 of the solicitation.

L.1.5. Proposal Submission Address

Submit the proposal to the address below. All proposals delivered in response to this solicitation, whether hand-carried or submitted via U.S. mail, shall be addressed as follows:

US Army Contracting Command Warren

Bid Room, Bldg. 231, Mail Stop 303

Attn: SimBRS Proposal

6501 East 11 Mile Road

Warren, MI 48397-5000

Solicitation Number: W56HZV-16-R-0099 ________________

Proposal Due Date & Time: (Refer to Standard Form 33 (pg. 1), Block 9)

TO BE DELIVERED UNOPENED

(Offeror's company's name)

L.1.6. Method of Submission

Proposals may either be hand-carried or submitted via US mail. Electronic mail or facsimile of proposals and amendments are not authorized. Hand-carried submissions* include proposals delivered by commercial carriers such as FedEx, UPS, or services other than the

US Postal Service. Proposals must be delivered to the Detroit Arsenal (DTA) Mail Handling Facility (Building 255) between the hours of

8:00AM and 1:00PM local Warren, MI time. The package(s) will be dated and time stamped at the Mail Handling Facility and the Government will be responsible for forwarding the package(s) to the appropriate personnel. Offerors should ensure that any commercial carrier it uses has a tracking system that can provide documentation that will prove the date and time of delivery to the Government. If the proposal is hand-carried by other than a commercial carrier, the delivery person (even if an employee of the offeror) must be a US citizen, and must obtain a signed receipt, indicating date and time of delivery, from the Mail Handling Facility personnel.

*Directions to DTA: From Van Dyke Avenue, travel west on East Eleven Mile road to railroad track. Immediately after crossing railroad track turn right into DTA main gate and follow security officer directions to the Mail Handling Facility (Building 255). It may be necessary for the delivery person to obtain a visitor's badge prior to being allowed to enter the installation. If so, the security officer will advise the delivery person of the procedures to follow.

L.1.6.1. Exterior envelopes must identify the solicitation number and date specified for receipt of proposals.

L.1.6.2. Offerors are cautioned that approval to enter the installation must be obtained prior to the closing date and time for receipt of proposals. Follow the procedures outlined above for entry. It is the offeror's responsibility to plan sufficient time to clear

Detroit Arsenal security.

L.1.7. Single Proposal Submission

Each offeror is limited to submitting one proposal with one approach to meeting the requirements of this solicitation.

L.1.7.1. An offeror is defined as an entity or joint venture 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 used herein, the term affiliates has the meaning defined in Federal Acquisition Regulation (FAR) 19.101).

L.1.7.1.1. Offerors that are joint ventures may submit an offer in the name of the joint venture, or in the name of one of the joint-venture partners, but in either case such proposal shall: (i) make it clear that a joint venture is proposed; (ii) indicate whether the

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joint venture is populated or unpopulated (reference L.3.4.1 and L.3.4.2 below for definitions of these terms); and (iii) clearly identify the joint-venture partners to include their relationships to one another and their status within the joint venture (whether lead partner, equal participating partner, etc.) A copy of the joint-venture agreement shall be furnished with the proposal unless it is unavailable when the proposal is submittedin which case the proposal shall so indicate, and shall note when the agreement is expected to be finalized.

L.1.8. All or None

Offers in response to this solicitation must be submitted for all the requirements identified in the solicitation. Offers submitted for less than all the requirements called for by this solicitation will be rejected or ineligible for award.

L.2. Volume 1 - Past Performance

L.2.1. For the Past Performance Factor, provide information for a total of up to four (4) recent and relevant contracts performed by the ______ ________ offeror, that best illustrate that offeror's past performance. A single contract may be applicable to multiple requirements under

L.2.1.1 (a) through (d). These may include foreign, federal, state, local municipality, and private industry commercial contracts, subject to the following stipulations.

(a) Individual task orders, delivery orders and Task Orders issued against broader contract instruments (BPAs, IDIQ Contracts, Requirements Contracts, etc.) are each considered a contract for purposes of the four-contract limitation.

(b) Do not identify broader contract instruments as a single, recent and relevant contract. Only identify those individual task orders, delivery orders, and Task Orders issued under such broader contract instrument that are most reflective of the offeror's recent and relevant Past Performance.

L.2.1.1. Recent contracts are those performed wholly or substantially within three (3) years of the date of issuance of this ________________ solicitation. Relevant past performance includes the following research and development activities: ________

(a) Research on modeling and simulation methods to advance the state-of-the-art for multidiscipline Multiphysics simulation.

(b) Development of software tools to implement results of the research described above.

(c) Delivery of these research results and tools to third parties, enabling the third party to conduct Modeling and Simulation (M&S), rather than the offeror doing the M&S.

(d) Support of the software tools as customary for engineering software, including production of user manuals, training materials, and help guides, and the running of training classes for third party personnel, and assistance in loading software on the third party's computers.

L.2.1.1.1. Note also that relevant past performance also requires that the entity for which the past performance is being cited be the same as the entity proposed to perform the work hereunder. This may apply to offerors that are large business concerns, where one division may be proposing to perform the statement of work in this solicitation, while past performance is cited for a different division. In such cases the Government reserves the right to accord less weight to the cited past performance, if in the Government's view the cited past performance is not clearly relevant to the entity contending for award of the proposed contract. See also L.2.1.5 below.

L.2.1.2. Performance Approach for the SimBRS: To support the Past Performance Factor assessment of the relevance of prior contracts to the SimBRS contract, offerors shall describe the similarities between their proposed performance approach for SimBRS, and the performance required by the contracts they are presenting.

L.2.1.3. Past Performance Relevance Matrix Attachment. A Past Performance Relevance Matrix is attached as Attachment 0001. The offeror shall complete this matrix and include it with the offeror's proposal.

L.2.1.4. Past Performance Questionnaire. A past performance questionnaire is provided in Attachment 0002. For each of the up to four (4) recent and relevant contracts submitted by the offeror, the offeror shall send a copy of the past performance questionnaire directly to the appropriate Procuring Contracting Officer (PCO), Contract Specialist and, if applicable, Contracting Officer's Representative (COR).

The offeror shall request that these individuals complete the questionnaire and forward it electronically directly to the Contract

Specialist 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 PAST PERFORMANCE INFORMATION FOR [offeror's name], SOLICITATION W56HZV-16-R-0099.

L.2.1.5. Predecessor Companies. If the offeror only has recent and relevant performance history as part of a predecessor company, the

Government may consider that past performance in its evaluation of past performance. In this event, please provide the information for those recent and relevant contracts of that predecessor company. Offerors must also briefly document the history of the evolution of the

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offering company from the predecessor company.

L.2.1.6. Contacting References. Offerors are advised that the Government: (i) may contact any of the references that the offeror provides; (ii) may contact other third parties for performance information; and (iii) reserves the right to use any information received as part of its evaluation.

L.2.1.7. Past Performance Information. Notwithstanding L.2.1.6 immediately above, 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 offeror may also be evaluated 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 on providing thorough and complete past performance information rests with the offeror.

L.2.1.8. In addition to submitting the Past Performance Relevance Matrix per L.2.1.3 above, the offeror shall submit the following information for each contract cited under the Past Performance Factor:

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

(a) Contract's place of performance, and contractor 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's organization (name, and current address, e-mail address, and telephone and fax numbers).

(b) For cited contracts awarded by the Federal Government, provide the Government contracting activity, and current address, as well as the PCO's name, e-mail address, and telephone number.

(c) Government's technical representative/COR, current e-mail 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 the applicable Delivery or Task Order Number(s) in addition to the number of the broader contract instrument.

(f) Contract Type (specific type such as Firm Fixed-Price (FP), 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, or

Indefinite Quantity) as well as the secondary contract type (FFP, CPFF, T&M, etc.).

(g) Awarded price/cost.

(h) Final or projected final price/cost.

(i) Original delivery schedule, including dates of start and completion or work.

(j) Final or projected final, delivery schedule, including dates of start and completion of work.

(k) Copies of Statements of Work from each of the submitted contracts to establish the relevance of the contract to the scope of work activities listed in L.2.1.

(2) Section 2 Performance. The offeror shall provide a specific narrative description of each contract listed in Section 1 describing _____________________ the contract's 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, in the effort performed in the cited contract vs. the proposed approach to meeting the requirements of this solicitation.

(a) For any contracts that did not or will not meet their original schedule or technical performance requirements, provide a brief explanation of the reason(s) for the variance and corrective action(s) taken, if any. The offeror shall list each time the delivery schedule was revised and provide an explanation of why the revision was necessary. All Requests for Deviation and Requests for Waiver shall be addressed with respect to causes and corrective actions. The offeror shall also either: (i) provide a copy of any Cure Notices or Show Cause Letters received on each contract, if any were issued, and describe any resulting corrective action implemented by the offeror; or (ii) indicate that no Cure Notices or Show Cause Letters were issued by the contracting activity. In addition, the offeror shall indicate if any of the contracts listed in Section 1 were terminated in whole or in part, and the type and reason(s) for the termination.

L.3. Volume 2: Cost/Price Factor Volume.

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L.3.1 As this is a competitive acquisition, the cost documentation requested per this solicitation is not considered cost or pricing data and is not required to be certified prior to contract award. However, in the event that the PCO determines, after receipt of proposals, that adequate price competition does not exist, the PCO may obtain certified cost or pricing data prior to award of any resulting contract, pursuant to FAR 15.403-3(a)(ii), (a)((iii), and 15.403-4(a)(1)(i).

L.3.2 The Government reserves the right to request additional data or more detailed information from any offeror to support its evaluation of the Cost/Price Factor. The Government may also use other resources in the evaluation of the Cost/Price Factor Volume.

L.3.3. Proposal Structure.

The Cost/Price Factor Volume shall include data to support the reasonableness and cost realism of the proposed amounts. Sufficient detail shall be included to allow the Government to evaluate the offeror's cost proposal for cost realism. The offeror shall show complete development of the elements of its cost proposal. The Government may consult with the DCAA, DCMA, ONR, or DHHS for cost verification.

L.3.3.1. Cost/Price Volume Cover Page. The offeror shall provide the following information on the cover page of the Cost/Price Volume:

(a) Solicitation number;

(b) Name and address of the offeror;

(c) Location of the contractor site(s) for the TARDEC SimBRS Technical Services Contract effort;

(d) List of all Cost/Price Volume files and the file name (e.g. xxx.xls and xxx.doc).

L.3.4. Joint Ventures. If a Joint Venture (populated or unpopulated) chooses to propose on this effort, all instructions of this Section ______________

L shall be applicable to all members/partners of the Joint Venture.

L.3.4.1. Populated JV - If an offeror is a Populated JV (Populated JV is defined as one that already is established: it hires employees, leases space, owns equipment, etc.) the Populated JV shall propose the required labor rates and show how these labor rates were developed within its Cost Narrative. If any part of the proposed labor rates consists of labor from the JV partner(s), then the JV partner(s) shall submit a separate GFPM - Attachment 0005 Price Matrix, Cost Narrative, OFPM and DCMA and DCAA Information) showing the development of its labor rates that the Populated JV used in developing its proposed labor rates. JV partner(s) shall submit this information electronically, via the AMRDEC SAFE. The JV partner(s) shall show, at a minimum, the transfer rate, on the "Labor -

Subcontractor" for each specific labor category proposed by the JV Partner(s).

L.3.4.2. Unpopulated JV: If an offeror is an Unpopulated JV (Unpopulated JV is defined as one that exists only on paper and JV Partners individually, rather than the JV as an established entity, provide employees, facilities, equipment, etc., as subcontractors to the JV) than the Unpopulated JV shall designate a Partner to act as the Lead or Prime Offeror. The Partner that is designated as the Lead or

Prime Offeror shall be responsible for completing the GFPM - Attachment 0005, Cost Narrative (to include, complete development of the proposed labor rates), OFPM, and DCMA and DCAA Information. The other JV Partner(s) shall act as a Higher Tier or Major Subcontractor and submit a separate GFPM - Attachment 0005 showing the development of its labor rates through Fully Burdened Labor Rate inclusive of any fee (Transfer Rate), Cost Narrative, OFPM, and DCMA and DCAA Information. This information shall be submitted electronically, via the AMRDEC SAFE.

L.3.5. The Cost/Price Factor volume includes three (3) parts as follows: (1) Part One - Government Format Pricing Model and Basis of

Estimate; (2) Part Two Cost Proposal Narrative; (3) Part Three Defense Contract Audit Agency (DCAA), Defense Contract Management Agency

(DCMA), Office of Naval Research (ONR) or The Department of Health and Human Services (DHHS) Information. Each section is described below.

L.3.5.1. Part One: Government Format Pricing Model (GFPM).

The offeror shall fill in the GFPM spreadsheets (Attachment 0005) in accordance with the Section L instructions detailed below and the

Attachment 0005 Instructions tab. Attachment 0005 includes the following tabs:

(a) Instructions

(b) Sample LCAT with Min Quals (Sample labor categories and their respective minimum qualifications)

(c) Composite Labor Rates (inclusive of any Fee)

(d) TO 001

(e) Sample Labor Build Spreadsheet (proposed labor rate cost build-up)

L.3.5.1.2. The offeror shall not alter cost volume electronic spreadsheet file formats except for adjusting column widths or correcting

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obvious errors that would preclude the submission of an accurate proposal.

L.3.5.1.3. To facilitate uniformity in evaluation, the offeror shall: (i) classify and propose cost elements in accordance with the format specified in this Section L; and (ii) furnish all information requested in the following sections.

L.3.5.1.4. The USG has identified eight (8) composite labor categories that fall into the following three (3) general labor sub-sets:

(1) Management; (2) Engineering & Science; and (3) Administrative. The offeror must propose a composite labor rate for each of these eight (8) composite labor categories; in each case the composite rate must be a blended fully-burdened labor rate, made up of all potential labor categories and fully-burdened labor rates that the offeror determines necessary for the Simulation-Based Reliability and

Safety (SimBRS) program. The offeror shall map all of its proposed labor categories into one of the USG-identified composite labor categories.

L.3.5.1.5. Instructions Tab. Offerors shall follow all instructions and furnish all required data contained and detailed within the

Instructions tab of the Attachment 0005 workbook.

L.3.5.1.6. Sample Labor Category with Min Quals Tab. This tab lists the minimum education and experience requirements for each of the eight USG-identified composite labor categories. All employees included within each composite labor category shall meet the USG-identified minimum qualifications.

L.3.5.1.7. Composite Labor Rates Tab. Offerors shall submit eight (8) blended, fully burdened composite labor rates that will be applicable to each of the potential five (5) ordering periods (12 month base contract period and four potential 12 month option periods) of this effort. The eight (8) composite labor rates are organized into three (3) general labor subsets: (1) Management; (2) Engineering

& Science; and (3) Administrative. The Management sub-set shall be composed of: (i) Director-level; (ii) Subject Matter Expert (SME)-level; and (iii) Program Manager/Business Manager-level composite labor categories and rates. The "Engineering & Science" sub-set shall be composed of: (i) "Principal/Lead/Senior;" (ii) "Mid-Level;" and (iii) "Junior" composite labor categories and rates. The

Administrative sub-set shall be comprised of: (i) Research Support Staff; and (ii) Clerical/Office Support composite labor categories and rates. The composite labor rate for each of the eight (8) composite labor categories shall be a blended, fully-burdened labor rate made up of all potential labor categories and fully-burdened labor rates that the offeror determines necessary for the SimBRS program.

The offeror shall input its eight (8) proposed composite labor rates into the applicable cells of the Composite Labor Rates tab of

Attachment 0005. These composite labor rates will be utilized to fund each future Task Order issued under this contract. The composite labor rates and estimated hours in Section B.3.1 will be utilized to calculate the total proposed IDIQ price*

(a) Prime offerors may choose to incorporate team member/subcontractor fully burdened labor rates as part of its eight (8) proposed composite labor rates. Any team member/subcontractor included in the development of the prime offeror's proposed composite labor rates is a team member/subcontractor that the prime contractor intends to partner with throughout the whole Simulation Based Reliability and

Safety Program. A Task Order specific subcontractor or lower tier subcontractor shall be accounted for as an ODC line item, if applicable, and will be evaluated at the time of issuance of each new Task Order.

(b) All proposed fully burdened labor rates (prime & team member/subcontractor) shall be justified by a detailed cost build-up. The cost build-up shall contain all elements of cost (direct labor, escalation, fringe benefits, labor overhead, general & administrative, fee, etc.) that comprise each proposed fully burdened labor rates (see section L.3.5.1.9 &

L.3.5.1.10 for detailed cost build-up instructions).

L.3.5.1.8. Task Order 001 Tab: The offeror shall input the hours for each of the eight (8) composite labor categories that will be necessary to successfully complete Task Order 001. The labor rates for Task Order 001 will automatically populate directly from the

Composite Labor Rates Tab. The total cost for each composite labor category will automatically be calculated by multiplying the offeror input labor hours by the auto-populated composite labor rates.

The offeror shall input the total cost for all Other Direct Costs (ODC) (Task-Order- specific subcontractors, material or travel costs) that will be needed to perform Task Order 001. The offeror shall provide supporting cost information for each of the proposed ODC's. The supporting cost data shall explain the basis of estimate for each proposed ODC element. Offerors shall provide quotations and/or engineering estimates for all proposed travel and material ODC line items.

All supporting ODC data shall be submitted as an editable Microsoft Excel File or (in the case of engineering estimates or quotations) as a print image, PDF or MS Word document. All Microsoft Excel files shall be submitted in the following versions: Office 2000, 2007, Office XP or 2013. Any Excel cost information shall be sent in a file format that includes all formulas, macros and format information.

Print image and hard numbers are not acceptable. All proposed costs shall be stated in United States (U.S.) dollars and rounded to the nearest penny. Offerors shall state the exchange rate (if applicable) being used to convert any currency to U.S dollars.

No fee shall be applied to any proposed ODC's. Application of indirect costs to ODC's is allowable. If indirect costs are applied to any proposed ODC's, the offeror shall provide the basis of the proposed indirect cost (i.e. General & Administrative, Material Handling expense, etc.). All proposed indirect costs applied to ODC's shall be in accordance with the offeror's normal accounting practices and procedures.

L.3.5.1.9. SAMPLE Labor Build Spreadsheet. In a separate submission, or as part of the GFPM, offerors (prime and team member/subcontractor(s)) shall supply the Government with a cost build-up for each fully-burdened labor rate that was utilized to develop each of the eight (8) proposed composite labor rates. The cost build-up shall contain all elements of cost (i.e. direct labor cost, fringe benefit cost, labor overhead cost, general & administrative cost, escalation, fee, etc.). Offerors shall also provide the

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Government with the blending calculation and rationale for each of the eight (8) proposed composite labor rates. The SAMPLE Labor Build

Spreadsheet is included for the offeror's reference. Offerors may choose to utilize the format outlined in the SAMPLE Labor Build

Spreadsheet or may utilize its own format in submitting the labor build-up cost data. Team member/subcontractor(s) may choose to provide its cost build-up data as part of the prime contractor's cost submission or may provide its cost build-up directly to the Government as a separate submission using the AMRDEC SAFE Website

Whether submitted separately or as part of the GPFM, the cost build-up and justification shall be submitted as an editable Microsoft

Excel File. All Microsoft Excel files shall be submitted in the following versions: Office 2000, 2007, Office XP or 2013. Any Excel cost information shall be sent in a file format that includes all formulas, macros and format information. Print image and hard numbers are not acceptable. All proposed costs shall be stated in United States (U.S.) dollars and rounded to the nearest penny. Offerors shall state the exchange rate (if applicable) being used to convert any currency to U.S dollars.

L.3.5.1.10. Part Two Cost Narrative.

Offerors (prime and all subcontractors) shall provide a cost narrative explaining the Basis of Estimate for each of the following:

(a) Proposed labor (include the methodology used for establishment of the three ceiling composite fully burdened labor rates);

(b) Labor overhead including fringe benefits,

(c) Material handling,

(d) General/Management and Administrative Costs,

(e) Any escalation factors utilized,

(f) Any other information that the offeror deems necessary for the USG to determine the reasonableness/realism of the proposed costs.

L.3.5.1.10.1. Offerors (prime and all subcontractors) shall provide a narrative explaining the basis for its estimated direct and indirect rates and specify whether the proposed rates represent a forward pricing rate arrangement with DCAA, DMCA, ONR or DHHS; the offeror shall note the date of the agreement. If the proposed indirect rates do not represent a formal forward pricing agreement with

DCAA, DCMA, ONR or DHHS provide the justification and rationale for all proposed indirect rates. The offeror shall specify whether or not the business volume that would be generated from this effort has been included in the proposed rate package, should this contract be awarded to the offeror's firm. The offeror shall also explain the fiscal year it used.

L.3.5.1.10.2. There is no page limitation on the cost narrative. Spreadsheets supporting the development of indirect rates may be included in the GFPM Attachment 0005 workbook.

L.3.5.1.11. Part Three DCAA, DCMA, ONR or DHHS Information.

Offerors (prime and all subcontractors) shall include the Points of Contract for DCAA, DCMA, ONR or DHHS; whichever is most applicable.

Additionally, the offeror shall include copies of any forward pricing rate arrangement with DCAA, DMCA, ONR or DHHS. Any offeror that does not have a formal forward pricing arrangement on file with DCAA, DCMA, ONR or DHHS shall submit the justification and rationale for all indirect rates proposed. Adobe PDF copies are acceptable in this Part Three only.

L.3.5.1.11.1. Offerors (prime or subcontractor) shall include the status and latest date of USG (DCAA, DCMA, ONR or DHHS) approval of its cost accounting system.

L.4 VOLUME 3 - SMALL BUSINESS PARTICIPATION (SBP) FACTOR

L.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.4.2 Definitions:

(a) Affiliate and Affiliation are defined as occurring when one company controls or has the power to control another company, or another concern controls or has the power to control both. In determining whether affiliation exists, consideration is given to all appropriate factors, including common management, common ownership, and contractual relationships. A more detailed description of how the Small Business Administration (SBA) determines affiliation can be found in 13 CFR 121.103.

(b) Alaskan Native Corporation (ANC) 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).

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(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 means 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 Part 19 and DFARS 219. 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).

(i) First Tier Affiliate is a part of the prime contractor's own company. See 13 CFR 121.103 to find out how the Small Business

Administration determines affiliation.

(j) Comprehensive Subcontracting Plan is defined as a subcontracting plan that contains everything required by FAR clause 52.219-9, both the narrative elements and goals. The goals are not broken out for individual contracts. Only the DCMA Comprehensive

Subcontracting Division has authority to negotiate Comprehensive Plans and perform surveillance review functions.

L.4.3 Small Business Participation Factor Workbook (Attachment 0003) and Small Business Participation Factor Workbook Instructions

(Attachment 0004):

(a) All offerors, including offerors who are themselves U.S. small business concerns for the North American Industry Classification

System (NAICS) code assigned to this requirement, are required to complete the Small Business Participation Factor Workbook (Attachment

0003), using the detailed Small Business Participation Factor Workbook Instructions (Attachment 0004).

(b) Each offeror shall fill out the Small Business Participation Factor Workbook (Attachment 0003) 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 0003) 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. The offeror 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 0003) 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 as reflected in the GFPM (Attachment 0005).

(e) Small Business Participation Factor Workbook (Attachment 0003) Automatic Tabs (Con (consistency) 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 is advised to 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 offeror's other factor volumes.

L.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.4.5. 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. Accordingly, for any subcontractor listed

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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 subcontractor 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.4.6 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, and

(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 submitted with the proposal shall include:

(1) A copy of the Plan to document the goals; and

(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 state so.

(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 proposal evaluation.

L.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 subsection L.6, the Government may use other resources to evaluate the offeror's 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.4.8. What Counts Toward the Offeror's Proposed Small Business Participation Factor Goals: The offeror's 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 0003). 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 Contract Amount, and multiplies the result by 100 to obtain the percentage. The Total Contract Amount is defined as the SUM of the

Evaluated CLIN Costs (which is inclusive of the basic CLINs, all Option CLINs, and weighted averages for unit costs) as reflected in the

GFPM (Attachment 0005).

(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…