Draft Section L - Instr., Conditions, and Notices(3).docx

L.1 General Proposal Information

Offerors are cautioned to consult the Contracting Officer IN WRITING before submitting an offer that proposes any deviations or exceptions to any of the requirements, terms, instructions, and conditions of the solicitation because it may be cause for rejection of the proposal (See Section M.2)

L.1.1 The proposal, subject to the Submission, Modification, Revision, and Withdrawal paragraph of Instructions to Offeror(s) – Competitive Acquisitions (FAR Provision 52.215-1, Alt 1) contained in Section L of the solicitation, 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 and observed during the Government conducted 2 day site visit in accordance with L.4.1.2.1. Section M of the solicitation sets forth the evaluation criteria and delineates the Factors and Sub-Factors to be evaluated and their relative order of importance. The offeror’s proposal, as required by this section, will be evaluated as set forth in Section M of this solicitation. The Government will not assume the offeror possesses any capability, understanding, or commitment not specified in its proposal. It is an offeror’s responsibility to submit a well-written proposal, with adequately 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.1.2 Minimum Acceptance Period.

This provision supersedes any language pertaining to the acceptance period that may appear elsewhere in this solicitation (e.g. SF 33 Box 12).

ACCEPTANCE PERIOD means the number of calendar days available to the Government for awarding a contract from the date specified in this solicitation for receipt of offers.

L.1.2.1 The Government specified minimum acceptance period of 240 calendar days.

L.1.2.2 The offeror shall clearly state in its proposal Administrative volume the acceptance period. Offerors may specify a longer acceptance period than the Government's minimum acceptance period stated above.

L.1.2.3 An offer allowing less than the Government's minimum acceptance period, or failing to provide a proposal acceptance period, may be rejected.

L.2 Proposal Content, Format and Instructions

L.2.1 Proposal Content

L.2.1.1 All proposals shall be in English (American Standard) and shall be in US dollars. Proposals not in English (American Standard) or in US Dollars may be rejected. The proposal shall include all information specified and shall address all requirements outlined in Section L. The offeror’s proposal shall be submitted in separate volumes and in the quantities as set forth below. The offeror’s proposal shall consist of the following volumes:

Volume Number Title Quantity Page Limit Volume 1 Primary Technical Factor 2 Unlimited Volume 2 Value Adjusted Total Evaluated Price (VATEP) Factor 2 Unlimited Volume 3 Small Business Factor 2 Unlimited Volume 4 Administrative 2 6

L.2.1.2 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 should be no more than three pages in length and be submitted as part of the Administrative volume and subject to the above page limit.

L.2.2 Proposal Format and Instructions

NOTE: Electronic proposals submitted via E-mail or Fax, and hardcopy proposals will NOT be accepted.

L.2.2.1 The proposal shall be submitted in electronic format on submitted CD-ROMs or DVDs, as outlined in these instructions. Each volume listed above shall be submitted on a separate set of CD-ROMs or DVDs. The offeror shall submit two identical sets of CD-ROMs or DVDs for each volume. One set of media shall be labeled as the primary copy. In the case of defective file(s) on the primary disc, the second copy will be utilized only to retrieve and review the defective file(s) in question. If the primary disc is entirely defective, the second copy will be used entirely. All other data on the primary disc will take precedence.

L.2.2.1.1 Each CD-ROM or DVD shall be labeled so it is easily identifiable for evaluation purposes (example: Volume 2, Value Adjusted Total Evaluated Price Factor, Set 1 of 2, CD 1 of X), and shall also include the offeror’s name and the solicitation number. Each volume shall include a (i) title page, (ii) table of contents, and (iii) list of tables and figures. Each page of the proposal shall be numbered, and each paragraph of the proposal shall have a reference number. A list of all attachments and substantiating data shall be provided in the table of contents. The table of contents shall be organized 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.2.2.1.2 Electronic Files. The proposal electronic files names should not exceed 50 characters in length (not including the file extension). Ensure the file name does not contain any periods.

L.2.2.1.3 Acceptable File Formats. All electronic information provided in response to the solicitation must be provided in Microsoft (MS) Office 2013 compatible or Adobe Portable Document Format (PDF) format or except as noted in instructions for individual volumes. For files in PDF format, scanners should be set to 200 dots per inch, optical character recognition (OCR) performed, and no security features enabled. The proposal shall not contain citations for, or active links to live Internet sites or pages. All information shall be contained within the electronic proposal. Any linked or referenced information that is not contained in the proposal will not be accepted.

L.2.2.1.4 Unless otherwise specified, it is recommended that the proposal be formatted for 8.5 inch x 11 inch paper with a minimum font size of 10 pt. and with a minimum of 0.5 inch margins. Schedules, drawings and other documents more appropriate to larger size should be formatted for no larger than 8.5 inch x 14 inch dimensions.

L.2.2.1.5 Provide spreadsheets that include all formulas, function, macros, computations, or equations used to compute the proposed amounts. For each workbook, all Rows, Columns, Cells, and Worksheets are to be visible. Do not include Zero height and zero width rows and columns in Worksheets. Do not format Worksheet cells with the font color equal to the fill color. If Workbooks or Worksheets are password protected, then the passwords must be provided. Do not submit Print image files or pictures or files containing only values. Failure to provide fully functional excel spreadsheets in the proposal may result in the proposal being rejected (See Section M.2.1 (a)).

L.2.2.1.6 The offeror shall make every effort to ensure that the proposal is virus-free. Proposals (or portions thereof) submitted which indicate the presence of a virus, or which are otherwise rendered unreadable by damage in electronic transit, shall be treated as "unreadable" as described in FAR 15.207(c).

L.2.2.2 Submission Due Date

The offeror must ensure its proposal, in its entirety, reaches the required destination before the date and time set for closing of the solicitation set forth in Block 9 of the SF 33, front page of the solicitation.

L.2.2.2.1 Lateness

The lateness rules for submitted proposals are outlined in FAR 52.215-1, Alt 1 "Instructions to Offerors – Competitive Acquisition" and are incorporated in to this solicitation.

L.2.2.3 Proposal Submission Address

Proposals shall be submitted 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 - Detroit Arsenal Bldg. 231, Mail Stop 303 Attn: US Army Contracting Command - Detroit Arsenal – JLTV 6501 East 11 Mile Road Detroit Arsenal, MI 48397-5000

Solicitation Number: W56HZV-20-R-0072 Proposal Due Date & Time: (Refer to Standard Form 33 (pg. 1), Block 9)

TO BE DELIVERED UNOPENED

(Offeror’s name)

L.2.2.4 Methods of Submission for Unclassified Proposal

Proposals shall either be hand-carried or submitted via US mail. 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. Offeror’s 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. The delivery person must provide the receipt since the Mail Handling Facility personnel do not have them.

*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 visitors 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.2.2.4.1 Exterior envelopes must identify the solicitation number and date specified for receipt of proposals.

L.2.2.4.2 Offerors are cautioned that approval to enter the installation must be obtained prior to the closing date and time for receipt of proposals. Due to security procedures, delays are probable at the entry point and offerors must plan to accommodate them. It is the offeror’s responsibility to plan sufficient time to clear Detroit Arsenal security and ensure proposals reach the intended destination.

L.2.2.5 Procedure for Submitting Classified Information:

Classified information shall be submitted separately. Do not submit any classified information with the UNCLASSIFIED volumes listed above. The classified information must be received by the time and date specified for receipt of proposals in block nine of the Standard Form (SF) 33, subject to the late proposal conditions in FAR Provision 52.215-1 ALT 1. When submitting classified information, follow the NISPOM Chapter 5 instructions and DD Form 254 (Attachment 0102) using the addresses located at the following link: (LINK NOT INCLUDED AS PART OF DRAFT L & M RELEASE, WILL BE PROVIDED IN SUPPORT OF FINAL RFP RELEASE):

Solicitation Number: W56HZV-20-R-0072 DATE & Time: Refer to Standard Form 33 (Pg. 1), Block 9 TO BE DELIVERED UNOPENED (Offeror’s name)

Offerors are cautioned that a proposal is not considered received without the classified submission portion of it having been received.

This RFP includes two classified annexes - Annexes E and F. Offerors must have a copy of Annexes E and F in order to meaningfully respond to the solicitation (Reference M.2.a. In order to receive a copy of Annexes E and F, Offerors must provide proof of valid Industrial Facilities Security Clearance by sending an email to: usarmy.detroit.peo-cs-css.mbx.jpo-jltv-pd-ltv-hmmwv-r-and-m@mail.mil with the Company Name, address, Commercial and Government Entity (CAGE) Code, Facility CAGE Code as per the National Industrial Security Program Operating Manual (NISPOM) DoD 5220.22-M, and basis of the need to know.

All requests for the Classified Annexes shall be received within 10 calendar days of RFP release. Requests received greater than 10 calendar days after the RFP release date may not be processed with enough time for the Offeror to submit a proposal which meaningfully responds to the RFP. The Offeror shall provide the contact information for the Facility Security Officer (FSO) in your response. Foreign respondents must provide the POC, phone number and address of their embassy in the U.S. to use for transfer of the classified documents. Verification of foreign respondent’s ability to access and store U.S. classified information is required prior to any classified information being sent.

L.2.3 Single Proposal Submission

Offerors are limited to submitting one proposal with one approach to meeting the requirements of this solicitation. 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.2.4 Organizational Conflict of Interest

L.2.4.1 The provisions of FAR 9.5, Organizational Conflict of Interest (OCI), apply to any award under this Request For Proposal (RFP). 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.2.4.2 Offerors should disclose any potential OCI situations to the Contracting Officer 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 a recommended approach(s) 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 Contracting Officer will promptly respond to resolve any potential conflicts.

L.2.5 OSD Access to Proposal Information & Marking of Proposals

Offerors are advised that information submitted as part of its proposal may be disclosed to the Office of Secretary of Defense (OSD), Department of Army (DA), and Department of Navy (DON) to support the requirements in DoDD 5000.02. Information contained within an offeror’s proposal shall be marked in a manner which allows this information to be shared with OSD, DA, and DON. An example of such as marking is as follows:

This proposal includes data that shall not be disclosed outside the Government and shall not be duplicated, used, or disclosed – in whole or in part -- for any purpose other than to evaluate this proposal. If, however, a contract is awarded to this offeror as a result of -- or in connection with -- the submission of this data, the Government shall have the right to duplicate, use, or disclose the data to the extent provided in the resulting contract. This restriction does not limit the Governments right to use information contained in this data if it is obtained from another source without restriction. The data subject to this restriction are contained in sheets [insert numbers or other identification of sheets].

L.3 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 may be rejected or ineligible for award. Proposals that contain alternative terms and conditions may be considered as taking exception to the requirements of the solicitation. See Section M.2.

L.4 Evaluation Factors

Offeror proposals shall address the following three Factors, one of which has sub-factors:

a. Primary Technical Factor

b. Value Adjusted Total Evaluated Price (VATEP) Factor

i. Evaluated Contract Cost/Price

ii. Technology Evaluation Process

iii. Use of Existing Government Furnished Property (GFP)

c. Small Business Factor

L.4.1 Volume 1: Primary Technical Factor

L.4.1.1 The offeror shall prepare a Primary Technical Factor proposal addressing the following sub-factors:

(a) Sub-Factor 1: Production Process

(b) Sub-Factor 2: Technology Enhancement and Architecture

(c) Sub-Factor 3: Source Control Content

L.4.1.2 Sub-Factor 1: Production Process

L.4.1.2.1 Primary Technical Sub-Factor 1, Production Process: The offeror is required to submit its proposed JLTV Family of Vehicles (excluding the JLTV Trailers and kits) Final Assembly production process. The offeror will first submit a written proposal outlining the production processes in accordance with L.4.1.2.2. After proposal submission, the offeror will be required to demonstrate the proposed production processes during a Government conducted 2 day site visit in accordance with M.4.1.1.1.

L.4.1.2.2 The offeror shall demonstrate its proposed production process approach by providing all of the following content:

(a) The proposed JLTV Final Assembly Production Process Flow. This process flow shall identify all steps to be utilized to complete the Final Assembly of the JLTV Family of Vehicle Mission Package Configurations (per C.1.1.2 )(excluding the associated kits and JLTV Trailer), from initial receipt of material through to completion of production operations and delivery to the Government for inspection and acceptance. The production process must be defined in sufficient detail to establish the work performed at the production stations of the proposed production process and any capabilities/controls that will be utilized therein. At a minimum, the process flow must address the assembly operations at each production station, the tooling proposed to be utilized at each production station and any tooling capabilities the offeror proposes to implement, and how each of 10 production process attributes below and in Section M.4.1.1.2 are incorporated into each production station as applicable. The proposed process flow will be incorporated into the contract as Attachment 0171 - JLTV Production Process.

The 10 specific production process attributes to be addressed are defined as follows:

(1) Work Instructions and Training

(2) Statistical Process Control

(3) Error Proofing

(4) Supply Chain Management

(5) Tooling/Calibration

(6) Process Failure Mode and Effects Analysis (PFMEA) and Control Plans

(7) Production Traceability and Control of Nonconforming Product/Defects

(8) Control of Special Characteristics

(9) Production/Quality Metrics and Corrective Action Feedback

(10) In-Process Assembly Testing

(b) The location of the offeror’s existing production facility where it proposes to demonstrate its production process capabilities that can provide substantiating evidence to support the proposed JLTV Final Assembly Production Process Flow. This facility must be owned and operated by the offeror or its parent company.

(c) The complete Production Process Flow for the product being assembled at the existing production facility identified in (a) above. This shall also be defined in similar detail to the JLTV Final Assembly Production Process Flow presented in (a) above. This document will not be evaluated as part of the source selection, but will be used to aid the Government in selecting the three manufacturing stations of the Government’s choosing to be evaluated in accordance with M.4.1.1.1.

(d) A document which correlates the offeror’s production process flow/capabilities which will be demonstrated at its selected existing production facility to the proposed JLTV Final Assembly Production Process Flow. This document will not be evaluated, but will be used to aid the Government in selecting the three manufacturing stations of the Government’s choosing to be evaluated in accordance with M.4.1.1.1.

(e) The three assembly stations at the offeror’s facility identified in (a) above that the offeror has chosen to demonstrate its production process expertise in accordance with M.4.1.1.1.

L.4.1.3 Sub-Factor 2: Technology Enhancement and Architecture

The offeror is required to submit a written proposal for each proposed Technical Enhancement as described in Attachment 0101 – JLTV Purchse Description (PD), Annex W and the accelerated architecture ECP as described in section C.7.1 Next Generation Vehicle Architecture and Attachment 0101 – JLTV PD, Annex X. If the offeror chooses not provide any technical enhancements or the accelerated architecture ECP, the offeror shall submit a statement under sub-factor 2 that acknowledges that no Technical Enhancements or Accelerated Architecture ECPs are proposed.

L.4.1.3.1 Architecture Engineering Change Proposal (ECP)

If proposing the accelerated ECP timeline, the offeror shall describe its approach to meeting the architecture requirements outlined in Attachment 0101 – JLTV PD, Annex X. The offeror shall provide a detailed Integrated Master Schedule (IMS) with resource loading that supports the proposed ECP approval timeline. The schedule shall outline all design activity, component-level testing, sub-system level, and vehicle level testing planned, purchasing activity with lead times, build activity, technical data package and computer software package development durations, part qualification activities (PPAP and CFAT), milestones related to test assets and production deliveries. If the contractor has schedule margin for unplanned events included, the margin should be highlighted within the proposal. The IMS shall include the steps tied to increasing manpower if additional resources are required to achieve the proposed timeline.

L.4.1.3.1.1 Architecture ECP Substantiating Data

The offeror shall provide substantiating data to allow the Government to perform a risk assessment against the proposed ECP schedule. The offeror shall provide substantiating data to validate the feasibility of the proposed schedule. The offeror shall highlight events already completed within the IMS and submit substantiating data to validate the events are complete. For events not completed within the IMS, the offeror shall provide an assessment of planned durations substantiated by analogous efforts completed on systems similar to the JLTV. The offeror shall use Attachment 0175 to identify the purpose, type and location of substantiating data within the proposal. When describing the purpose, the offeror shall provide rationale for submitting the data (i.e. what aspect of the proposal it supports). All substantiating data shall be provided within the proposal. Substantiating data shall be complete, specific, and relevant only to the specific timeline proposed by the offeror. In general, the following hierarchy is applied to substantiating data: vehicle-level test data will be the most credible, followed by sub-system level test data, component-level test data, technical papers/analysis/Modeling and Simulation data, and finally supplier documentation.. If substantiating data is based on a system other than the JLTV, the offeror shall provide an assessment of applicability within the proposal. Any substantiating data for a design configuration which meaningfully varies from the offered design configuration may be considered less credible. The greater the extent to which the offeror’s proposed design configuration meaningfully varies from the design configuration to which the data applies, thereby undermining the credibility of the offered data, the more the Government may discount the validity of the substantiating data.

L.4.1.3.2 Technology Enhancements Proposal

L.4.1.3.2.1 Corrosion

The offeror can propose to maintain the current level of performance as defined by coating specifications and performance tests contained in the JLTV Technical Data Package or provide a 1) minimum 20 year corrosion life as defined in Attachment 0101 – JLTV PD, Annex W or 2) minimum 30 year corrosion life as defined in Attachment 0101 – JLTV PD, Annex W. If a 20 or 30 year corrosion life is proposed, the offeror shall document its proposed level of corrosion performance within the proposal as well as in Attachment 0175 – VATEP Adjustment Calculator. The offeror shall describe the material, coating or process changes planned to meet the proposed level of performance. The offeror shall identify all parts impacted by the proposed changes.

L.4.1.3.2.2 Driver Assist

The offeror can propose to maintain the current level of performance as defined by Attachment 0101 – JLTV PD or the offeror can propose any number of the Driver Assist technologies defined in Attachment 0101 – JLTV PD, Annex W ranging from one (1) to all eight (8). For each technology proposed, the offeror shall separately describe the proposed design, efforts completed with respect to integration to JLTV, efforts remaining to complete integration on the JLTV, and technical approach to meeting requirements. For each technology proposed, the offeror shall assess the proposed level of performance against Annex W requirements and assess the impact to JLTV PD Main Body requirements and associated annexes.

L.4.1.3.2.3 Fuel Efficiency

The offeror can propose to maintain the current level of performance as defined by Attachment 0101 – JLTV PD or the offeror can propose one of the Fuel Efficiency technologies or both or the Fuel Efficiency technologies. If offering anti-idle (Fuel Efficiency Technology Enhancement #1), the fuel savings associated with this capability cannot be used as part of the calculation for the 5% reduction under Fuel Efficiency Technology Enhancement #2. For each technology proposed, the offeror shall separately describe the proposed design, efforts completed with respect to integration to JLTV, efforts remaining to complete integration on the JLTV, and technical approach to meeting requirements. For each technology proposed, the offeror shall assess the proposed level of performance against Annex W requirements and assess the impact to JLTV PD Main Body requirements and associated annexes.

L.4.1.3.3 Substantiating Data

The offeror shall provide substantiating data to allow the Government to perform a risk assessment against 1) the proposed level of performance as described by the Technology Enhancement PDFOVs, 2) integration with the current JLTV FoV (excluding the Trailer) architecture and 3) the impact that proposed design changes may have on compliance to existing JLTV PDFOVs.

The offeror shall use Attachment 0175 – VATEP Adjustment Calculator to identify the purpose, type and location of substantiating data within the proposal. When describing the purpose, the offeror shall provide rationale for submitting the data (i.e. what aspect of the proposal it supports). All substantiating data shall be provided within the proposal. Substantiating Data shall be in the form of Government test data, third party test data, offeror test data, manufacturer specification sheets, modeling and simulation data, safety confirmations, materiel release information, analytical support, design documentation and/or rationale. Substantiating data shall be complete, specific, and relevant only to the performance levels proposed to be achieved by the offeror for each requirement. If the substantiating data for one requirement is the same as data cited for another requirement, then reference the previously provided data and do not provide duplicate data. In general, the following hierarchy is applied to substantiating data: vehicle-level test data will be the most credible, followed by sub-system level test data, component-level test data, technical papers/analysis/Modeling and Simulation data, and finally supplier documentation.

Providing the highest form of substantiating data (vehicle-level (test) does not guarantee a low risk and similarly, providing the lowest form of substantiating data (i.e. supplier documentation) does not guarantee a high risk. Therefore, to support Government risk assessment, the Offeror is required to provide, at a minimum, the detail below for the substantiating data provided against each enhancement proposed.

At a minimum, substantiating data for each enhancement shall include:

(a) The type of product assessed (e.g. virtual or digital, prototype, production intent with soft tooling or production intent with hard tooling).

(b) Assessment of applicability to JLTV. Any substantiating data for a design configuration which meaningfully varies from the offered design configuration may be considered less credible. The greater the extent to which the offeror’s proposed design configuration meaningfully varies from the design configuration to which the data applies, thereby undermining the credibility of the offered data, the more the Government may discount the validity of the substantiating data.

(c) The types of testing or assessment performed (e.g. Modeling and Simulation (M&S), Bench or Component-level Testing, Sub-System-level Testing, or Vehicle-level Testing). Test data shall include the test setup, test methods, raw data shall be furnished upon Government request, pass/fail criteria, and results.

(d) If M&S is provided as substantiating data, the contractor shall provide analysis to prove that the M&S data provided is suitable to support performance, integration and PDFOV compliance risk assessment.

(e) If test data is provided at the vehicle level, the offeror shall provide details on the platform used for test. If the vehicle tested is not a JLTV, the contractor shall provide an assessment of the as-tested platform, the similarities to the JLTV, and why the surrogate platform is applicable.

L.4.1.3.4 The proposed changes, and all data submitted in support of the offeror’s Sub-Factor 2: Technology Enhancement proposal (to include any Assertion of Restriction documentation) will be incorporated into the Contract as Attachment 0169 - Proposed Source Control Drawing and Tech Enhancement Changes. The offeror shall deliver these changes as ECPs to the Government Configuration Control Board to formally incorporate them into the JLTV FoV Technical Data Package and Computer Software Package (Attachment 0112 - JLTV FoV TDP and CSP) in accordance with Section C.7 and C.7.1.

L.4.1.4 Sub-Factor 3: Source Control Content

L.4.1.4.1 Primary Technical Sub-Factor 3, Source Control Content, affords the offeror the opportunity to propose to deviate from the approved sources of supply identified within the JLTV FoV TDP and CSP. The intent is to permit alternative sources of supply and/or fully-defined designs which are interchangeable (require minimal to no modifications to the vehicle) with and perform equal to or better than the existing source controlled components in the JLTV FoV Technical Data Package and Computer Software Package to be proposed. The ability to deviate from the JLTV FoV Technical Data Package and Computer Software Package is available to all offerors, however, it is not mandatory. If the offeror elects not to propose any deviations from the approved sources of supply identified on the Source Control Drawings within the JLTV FoV TDP and CSP, then the offeror shall supply a document certifying to that instead of the content discussed below in L.4.1.4.2. Components proposed to be replaced or modified under Technology Enhancements (Primary Technical Sub-Factor 2) should not be identified in the Source Control Content proposal.

Minimizing changes does not guarantee the most favorable rating, nor does making changes guarantee an unfavorable rating. The offeror’s approach will be evaluated to assign an appropriate rating in accordance with the requirements of M.4.1.3.

L.4.1.4.2 Should the offeror elect to propose new sources of supply for source controlled components within the JLTV FoV TDP and CSP, the offeror shall provide all of the following content in its Source Control Content proposal:

(a) A list of components for which the offeror is proposing to deviate from the existing approved source of supply specified on the JLTV Source Control Drawing within the JLTV FoV TDP and CSP. The list shall include, at a minimum, the Government part number and nomenclature of the components which are proposed to be replaced.

(b) Redlined source control drawings for all of the components identified in L.4.1.4.2 (a) above which identify the new sources of supply and all required drawing changes. Components which are proposed with redlined source control drawings that identify the offeror, its parent company, its subsidiary companies, its affiliate companies, or any company owned by its parent, affiliate, or subsidiary companies as an approved source of supply are prohibited.

(c) All substantiating data for all of the components identified in L.4.1.4.2 (a) above which demonstrate that the component from the new source of supply meets or exceeds the requirements specified for that component in the JLTV FoV TDP and CSP. In general, the following hierarchy is applied to substantiating data: vehicle-level test data will be the most credible, followed by sub-system-level test data, component-level test data, technical papers/analysis/Modeling and Simulation data, and finally supplier documentation.

(d) If the offeror elects to propose to replace a JLTV Source Control component within the existing JLTV FoV TDP and CSPwith a component of its own design that meets or exceeds the requirements specified for that component in the JLTV FoV TDP and CSP, it may choose to do so provided the offeror submits all technical data and software (reference JLTV FoV TDP and CSP requirements identified in C.2.1.1.1.4), including DFMEAs, for those components for review, as well as a signed Attachment 0174 - Assertion of Restrictions which affords the Government one of the following:

(i) Government Purpose Rights to the complete design of each proposed component. All terms, including the default 5 year expiration term for Government Purpose Rights, apply as stated within the stated DFARS clauses.

(ii) Unlimited Rights to the complete design of each proposed component.

(iii) A Special License Agreement which affords the Government either Government Purpose Rights or Unlimited Rights to the complete design of each proposed component and does not degrade the rights the Government holds in the JLTV FoV TDP AND COMPUTER SOFTWARE PACKAGE. The Special License Agreement must also enable the Government or another offeror to completely manufacture or purchase the design from a supplier for Government purposes without restriction. Government Purpose Rights and Unlimited Rights are defined by the Defense Federal Acquisition Regulation Supplement (DFARS) clauses 252.227-7013 Rights in Technical Data – Noncommercial Items, 252.227-7014 Rights in Noncommercial Computer Software and Noncommercial Computer Software Documentation, and 252.227-7015 Technical Data – Commercial Items.

(e) If the offeror elects to propose a component to replace a Source Controlled component within the existing JLTV FoV TDP and CSP with a component that requires changes or modifications to other existing JLTV components in order to interface or function properly, the offeror must submit a signed Attachment 0174 - Assertion of Restrictions for all components to be modified and/or replaced. This assertion of restriction must not degrade the existing rights to which the Government holds for the components to be modified. For example, if the component(s) to be modified and/or replaced to accept the newly proposed source control component is/are marked with Government Purpose Rights in the existing JLTV FoV TDP and CSP, the modified components proposed in the Assertion of Restriction cannot be submitted with any rights more restrictive than Government Purpose Rights.

L.4.1.4.3 The proposed changes, and all data submitted in support of the offeror’s Sub-Factor 3: Source Control Content proposal (to include any Assertion of Restriction documentation) will be incorporated into the Contract as Attachment 0169 - Proposed Source Control Drawing and Tech Enhancement Changes. The offeror will be required to deliver these changes as ECP’s to the Government Configuration Control Board to formally incorporate them into the JLTV FoV TDP and CSP in accordance with Section C.7.

L.4.1.4.4. Source controlled component drawings contained within the JLTV FoV TDP and CSP may contain a note similar to the following which provides guidance on the qualification of additional sources:

“QUALIFICATION REQUIREMENTS FOR ADDITIONAL APPROVED SOURCES OF SUPPLY NOT EXPLICITLY LISTED HEREIN ARE AS FOLLOWS:

A. APPROVAL OF LEVEL 3 PPAP IN ACCORDANCE WITH THE JLTV PPAP CUSTOMER-SPECIFIC

REQUIREMENTS DOCUMENT

B. SUCCESSFUL COMPLETION OF THE CFAT TESTS (IF SPECIFIED ON THIS DRAWING).

C. JLTV SYSTEM LEVEL TESTING, AS APPLICABLE

NOTE: THE SCOPE OF SYSTEM LEVEL TESTING SHALL ESTABLISH, AT A MINIMUM, THAT THE COMPONENT TO BE QUALIFIED MEETS THE SYSTEM AND SUBSYSTEM LEVEL PERFORMANCE REQUIREMENTS APPLICABLE TO THAT COMPONENT IN THE JLTV PURCHASE DESCRIPTION.”

For the purposes of this solicitation, the criteria provided within Section L and M takes precedence over this language. Once the contract is awarded, this language will apply as written.

L.4.2 Volume 2: Value Adjusted Total Evaluated Price (VATEP) Factor

L.4.2.1 The offeror’s VATEP volume is comprised of the following:

(a) Contract Cost/Price

(b) Technology Enhancements

(c) Use of Existing Government-Furnished Property

In accordance with FAR 15.306, the Government reserves the right to request additional or more detailed information to support its evaluation of the VATEP Factor in addition to the information requested in L.4.2.

L.4.2.1.1 VATEP Process VATEP affords the offeror the opportunity to propose 1) Technology Enhancements to the JLTV that exceed the minimum acceptable performance level as documented by the JLTV FoV TDP and CSP and Attachment 0101 – JLTV PD and 2) Accelerate delivery of the architecture ECP required per section C.7.1. The Technology Enhancements have been monetized by the Government to incentivize the offeror to propose increased performance. The architecture ECP has been monetized to incentivize the offeror to accelerate the timing for ECP implementation. The VATEP is equal to the offeror’s Evaluated Contract Cost/Price modified by the Use of Existing Government-Furnished Property price adjustment, the Technology Evaluation Process adjustment, and the adjustment associated with the level of data rights proposed.

L.4.2.2 Contract Cost/Price

L.4.2.2.1 Offeror’s Proposed Contract Cost/Price

The Offeror’s Proposed Contract Cost/Price volume shall consist of the following:

a. Submission of all proposed prices on Attachment 0170 - Pricing Matrix in accordance with the instructions in the attachment. By entering proposed per-unit prices there, the proposed Contract Cost/Price (not including any cost realism adjustment) is automatically calculated by the Excel formulas in the attachment. The workbook will round all proposed unit prices to the nearest penny ($0.01). All proposed prices shall be in U.S. Dollars, including costs and prices for any subcontractors. If the basis for the proposal is in any other currency, the offeror shall state the exchange rate(s) being used to convert any currency to the U.S. Dollar and how the exchange rate was developed. The offeror must also explain how it intends to mitigate the risk of exchange rate fluctuation for this prospective contract.

b. Submission of offeror-constructed Top-Level spreadsheets providing cost element breakdowns supporting proposed prices, as set forth in L.4.2.2.3 through L.4.2.2.6.4 below. The offeror must also provide associated rationale required by L.4.2.2.2 through L.4.2.2.6.4. offeror’s shall not alter or change formulas or calculations inside the Government attachments, other than the identified cells.

L.4.2.2.2 Attachment 0170 – Pricing Matrix The offeror shall fill in the Government-provided Excel spreadsheet found in Attachment 0170 – Pricing Matrix. Attachment 0170 shall contain all of the offeror’s prices as indicated in the attachment. The offeror shall not enter any proposed prices in Section B. The prices populated by the offeror in Attachment 0170 shall be in Then-Year dollars (TY$). Then-Year dollars reflect the actual price paid by the Government for goods or services at the time of the base award or at the time of delivery order award.

The offeror shall propose range pricing for vehicles, trailers, and the applicable kits identified in Attachment 0170 for Base Years 1 – 5 and Option Years 6 - 10, using the format in Attachment 0170. The offeror may enter the same or different unit prices for all ranges in each Option Year.

L.4.2.2.3 Table of Contents

The offeror and each Major Subcontractor as defined in L.4.2.2.6.3 shall provide a Table of Contents showing each file submitted as part of the offeror’s Proposed Cost/Price 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.4.2.2.4 Supporting Narratives

When supporting narratives are required as indicated below, including Basis of Estimate (BOE) sheets, they shall be submitted in files which are MS Excel or MS Word 2007 compatible. BOEs and its supporting rationale may not be submitted as a picture.

L.4.2.2.5 Top-Level Spreadsheets – FFP CLINs

For each “Major” CLIN as identified on the “Contract Cost/Price Summary” worksheet within Attachment 0170, for Option Year 1 only, provide a top-level spreadsheet, time-phased by year, and organized by cost element (i.e. Direct Labor Hours by labor category, Direct Labor Cost by labor category, Subcontracts, Direct Material, Other Direct Costs, Indirect costs by category (to include overhead and General and Administrative (G&A)), Facilities Capital Cost of Money (FCCM), Profit) that supports the proposed unit price. For CLINs with range pricing, the top-level spreadsheet is to support the proposed unit price for the range with the highest weighting (as identified in Attachment 0170). For each labor category for each year, include a formula in the top-level spreadsheet that shows the calculation of the direct labor cost from the direct labor hours and direct labor rate. In addition, for each indirect cost category for each year, include a formula in the top-level spreadsheet that shows the calculation of the indirect cost from the base and indirect rate. The cost breakdown is to be consistent with your cost accounting system. The proposed price identified in the top-level spreadsheet is to equal the proposed price identified in Attachment 0170. Provide the following information in support of each top-level spreadsheet:

L.4.2.2.5.1 Direct Labor Support for costs related to direct labor shall include the following:

(a) Within each top-level spreadsheet, provide an annual time-phased breakout of the direct labor hours, by labor category, appropriate to the offeror’s accounting system.

(b) A description of each labor hour category. This description shall include sufficient information to allow the Government to distinguish between the different labor categories used in the proposal.

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

L.4.2.2.5.2 Material, Subcontracts, and Inter-Organizational Transfers.

In support of the costs identified as material, subcontract, or inter-organizational transfer costs in the offeror’s top-level spreadsheet, provide a narrative which explains the method used to develop proposed cost, including information about the extent to which the cost is based on vendor quotes, purchase order history, estimates, or any other information necessary to substantiate the proposal.

In addition, provide a Bill of Material (BOM) with the following information:

(1) Cost Element from the top-level spreadsheet where the cost is included

(2) National Stock Number (NSN), as applicable

(3) Part Number, as applicable

(4) Item Name/Description/Brief Description of the Work to be performed

(5) Vendor

(6) Unit Cost (purchase price to offeror)

(7) Quantity used

(8) Extended Cost (unit cost multiplied by quantity used)

(9) Basis for cost (engineering estimate, vendor quote, purchase history, etc.)

(10) Indicate whether component is sole-source, competitive, or commercial

(11) For material and subcontract costs based on engineering estimates, please provide rationale and methodology for how the estimate was developed

(12) Identify the next higher assembly

L.4.2.2.5.3 Other Direct Costs (ODC)

Depending on the offeror’s accounting system, Other Direct Costs may include costs such as computing charges, shipping, or other types of direct costs. The offeror is to identify each category of proposed ODC (to include travel), and provide the proposed cost for each category. Provide an explanation of what is included in each category and how the cost for each category was estimated. The offeror shall provide, and follow, any existing Cost Accounting Standard (CAS) Statement.

L.4.2.2.5.4 Rates The offeror shall provide a list of direct and indirect rates (e.g. Direct Labor rates, Material Overhead, Direct Labor Overhead, General & Administrative), by category and by year, used by the offeror to develop its proposal. These rates shall be consistent with the offeror’s accounting system. Identify the proposal allocation base and calculation. The offeror shall identify the impact the award of this contract will have on its business volume, including the effects upon the rate pools and bases. The offeror shall include the following:

(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 or not the rate package has been submitted to 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. Specifically identify any escalation factors used.

(e) State whether these rates represent a Forward Pricing Rate Proposal (FPRP), Forward Price Rate Recommendation (FPRR), or a Forward Pricing Rate Agreement (FPRA) and note the date of the agreement.

(f) State whether or not the business volume that would be generated if a contract was awarded to your firm as a result of this RFP has been included in the proposed rate package.

(g) If the proposed indirect rates are not taken from and do not equal the rates included in an FPRP, FPRR, or FPRA, then for each of the indirect rate categories, provide the Incurred Cost rate for the current and prior two fiscal years. Indicate if the prior year rates have been audited. For the current year's Incurred Cost rates, provide the month ending for those rates.

L.4.2.2.5.5 Facilities Capital Cost of Money (FCCM)

Within the top-level spreadsheet, identify the amount of FCCM, by year and by category, if applicable. For each FCCM category, include a formula showing the calculation of FCCM from the base and the FCCM rate.

L.4.2.2.5.6 Profit

Within the top-level spreadsheet, identify the proposed profit, as applicable, and the total dollar amount included.

L.4.2.2.5.7 Escalation

Provide a detailed narrative explaining how proposed price was escalated year over year from Base Award through Option Year 5.

L.4.2.2.6 Top-Level Spreadsheets – Cost Plus Fixed Fee (CPFF) CLINs (Major CLINs XXXX, XXXX, etc.)

For each “Major” CPFF Service CLIN as identified on the “Contract Cost/Price Summary” worksheet within Attachment 0170, for all base years and option years, provide a top-level spreadsheet that shows the computation of each proposed “Cost/Hour” and “Fixed Fee/Hour” as identified in Attachment 0170 based on the skill mix and direct and indirect rates for each labor category.

For each “Major” CPFF Material and ODC Burden CLIN as identified on the “Contract Cost/Price Summary” worksheet within Attachment 0170, for all ordering years and option years, provide a top-level spreadsheet that shows the computation of the Material Burden Rate and ODC/Travel Burden Rate as identified in Attachment 0170.

Provide the following in support of each top-level spreadsheet:

L.4.2.2.6.1 Labor – CPFF Service CLINs only

(a) Within the top-level spreadsheet, provide the skill mix, by labor category that is used to calculate the composite rate.

(b) Within the top-level spreadsheet, for each labor category, provide the direct labor rate and each indirect rate (to include overhead, G&A, and FCCM) that is used in developing the composite rate.

(c) Within the top-level spreadsheet, provide the calculations showing the computation of the composite rate using the proposed skill mix, direct labor rates, and indirect rates.

(d) A detailed narrative description explaining how the skill mix was developed.

(e) A description of each labor hour category. This description shall include sufficient information to allow the Government to distinguish between the different labor categories used in the proposal.

L.4.2.2.6.2 Rates – CPFF Service and Material and OCD/Travel Burden CLINs

The offeror shall provide a list of direct and indirect rates (e.g. Direct Labor rates, Material Overhead, Direct Labor Overhead, General & Administrative), by category and by year, used by the offeror to develop its proposal. These rates shall be consistent with the offeror’s accounting system. Identify the proposal allocation base and calculation. The offeror shall identify the impact the award of this contract will have on its business volume, including the effects upon the rate pools and bases. The offeror shall include the following:

(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 or not the rate package has been submitted to Defense Contract Audit Agency (DCAA) for review.

(c)…