W900KK-21-R-0056A001.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

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)

30-105-04EXCEPTION TO SF 30

APPROVED BY OIRM 11-84

STANDARD FORM 30 (Rev. 10-83) Prescribed by GSA

FAR (48 CFR) 53.243

The purpose of this amendment is to 1) address the questions received from industry; 2) change the method of delivery of proposals from hand delivery to completely electronic using DoD SAFE; 3) incorporate a change to paragraph L.4.4.1., and 4) revise Attachment 6:

Performance Risk Assessment Survey w ith the capacity to be fillable.

The POC for this amendment is Mr. John M. Ebanks; email john.m.ebanks.civ@mail.mil; Phone 407-208-3202.

1. CONTRACT ID CODE PAGE OF PAGES

J 1 15

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

16C. DATE SIGNED

BY 10-Nov-2020

16B. UNITED STATES OF AMERICA15C. DATE SIGNED15B. CONTRACTOR/OFFEROR

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

8. NAME AND ADDRESS OF CONTRACTOR (No., Street, County, State and Zip Code) X W900KK21R0056

X 9B. DATED (SEE ITEM 11)

27-Oct-2020

10B. DATED (SEE ITEM 13)

9A. AMENDMENT OF SOLICITATION NO.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

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

Offer 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 1 copies of the amendment; (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 APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) 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 date, 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.)

10A. MOD. OF CONTRACT/ORDER NO.

2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO.(If applicable)

6. ISSUED BY

3. EFFECTIVE DATE

10-Nov-2020

CODE

ARMY CONTRACTING COMMAND - ORLANDO

ATTN: DELTA DIVISION

12211 SCIENCE DRIVE

ORLANDO FL 32826-3224

W900KK 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

W900KK21R0056

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION A - SOLICITATION/CONTRACT FORM

The depository location has changed from See Section L to See Section L.2.1..

SECTION J - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

The following have been modified:

ATTACHMENTS

Title Date No. of Pages Attachment 1: Performance Work Statement, 11 August 2020 19 (Base ID/IQ Contract)

Attachment 2: Quality Assurance Surveillance Plan 17 August 2020 17

Attachment 3: RFP Technical Factor Compliance Matrix 9 September 2020 2

Attachment 4: Question and Comment Form 9 September 2020 1

Attachment 5: Performance Risk Contract Matrix 9 September 2020 17

Attachment 6: Performance Risk Assessment Survey 9 November 2020 10

Attachment 7: Cost Proposal Adequacy Checklist 9 September 2020 1

Attachment 8: Data Item Transmittal Acceptance N/A 1 Rejection Form

Attachment 9: Total Contract Price Excel Workbook N/A 8

Attachment 10: Solicitation Questions and Answers 10 November 2020

Exhibits:

Exhibit A: Contract Delivery Requirements List A-Series, A001 - A010

SECTION L - INSTRUCTIONS, CONDITIONS AND NOTICES TO BIDDERS

The following have been modified:

PROPOSAL SUBMISSION

SECTION L - PROPOSAL SUBMISSION

L.1. INTRODUCTION.

L.1.1. The following information contains instructions for offerors responding to the FACT Training services solicitation W900KK-21-R-0056.

L.1.2. Proposals must clearly and convincingly demonstrate that the offeror has a thorough understanding of the requirements and associated risks, and is able, willing, and competent to devote the resources necessary to meet the requirements and has valid and practical solutions for all requirements. Offerors are cautioned that “parroting” of the requirements of the Performance Work Statement (PWS) with a statement of intent to perform does not reflect an understanding of the requirement or capability to perform. Statements that the prospective offeror understands, can, or will comply with the specifications, statements paraphrasing the requirements or parts thereof and mere reiteration of the requirement or standard reference material are considered inadequate and unsatisfactory. Offerors are responsible for including sufficient details to permit a complete and accurate evaluation of each proposal. Clarity and completeness of the proposal are of the utmost importance. Proposal volumes must be internally consistent or the proposal will be considered unrealistic and may be considered unacceptable.

L.1.3. The FACT training services requirement is a Service Disabled Veteran Owned Small Business (SDVOSB) Set aside, to be competed among companies qualifying under NAICS code 611699, All Other Miscellaneous Schools and Instruction, with a small business size standard of $12,000,000. The FACT training services technical requirements and the details for the ID/IQ contract and TO 0001 are defined within section C of this solicitation, or attachment to Solicitation. The FACT Training services requirement is set-aside for SDVOSBs; therefore, a Small Business Subcontracting Plan is not required.

L.1.4. The proposal shall be valid for 270 calendar days from date of initial proposal submission. The offeror shall insert the validity date in Block 12 of the SF 33.

L.1.5. Any data previously submitted in response to another solicitation should be assumed to be unavailable during this proposal evaluation and source selection process. Proposal data shall not be incorporated into the proposal by referring to another proposal or other source.

L.1.6. Files shall not contain classified data. The use of hyperlinks is prohibited.

L.1.7. Proposals shall be compliant with the full solicitation. The Government will evaluate each proposal in accordance with this RFP; however, offerors are required to comply with all requirements stated herein. Any indication that the offeror does not intend to meet all of the requirements may cause the proposal to be evaluated as non-compliant and ineligible for award.

L.1.8. Offerors shall not make any changes to the solicitation. Any objections to the terms and conditions of the solicitation should be addressed to the PCO. If the proposal takes exceptions to the terms and conditions of the solicitation, all exceptions shall be denoted in a cover letter to the proposal; however, exceptions to the solicitation taken in the proposal may result in the offer being non-compliant. Offerors are hereby on notice that a failure to submit all the required documentation in exactly the manner (timeliness and format) specified in the solicitation may constitute a basis for the government to reject a proposal as non-compliant and therefore unacceptable, at the sole discretion of the source selection authority.

Furthermore, should an offeror indicate in its proposal that: it cannot or will not meet one or more contract requirements; provide an approach that clearly does not meet one or more contract requirements; or, include proposal information that prompts the government to question the offeror’s compliance with one or more contract requirements, the government may determine, at its discretion, that the offeror’s proposal is non-compliant, and therefore ineligible for award.

L.1.9. The portions of the successful offeror’s (Awardee’s) proposal that have merit or exceeds specified performance or capability requirements in a way that will be advantageous to the Government during contract performance will be incorporated into Section C of the resulting contract and resulting Task Orders.

L.2. PROPOSAL SUBMISSION REQUIREMENTS.

L.2.1. Delivery and Due Date.

Offerors shall use the Department of Defense Secure Access File Exchange (DoD SAFE) to submit and deliver proposals using the instructions provided in paragraph L.2.1.1. Offerors are responsible for verifying that there proposal was timely received. Offerors shall submit proposals in accordance with the descriptions in Section L of this solicitation. Each volume (Volume I –Technical, Volume II - Past Performance, Volume III – Cost/Price and Volume IV –Administrative) shall be submitted as a separate file.

Proposal submissions must be electronically received by the below POCs identified in Section L.2.2 on or before (see block 9 of SF33) Eastern Standard Time (EST).

It is the offeror’s responsibility to ensure that the entire proposal (to include separate subcontractor Cost/Price submissions) is received prior to the proposal due date and at time (see block 9 of SF33), attention to the Contract Specialist listed below in paragraph L.2.2. Subcontractor Cost/Price proposals submitted separately are considered part of the offeror’s proposal. If subcontractor Cost/Price Proposals are submitted separately directly to the PCO and are late, the entire proposal will be considered late. All subcontractor submissions shall clearly state in their file submission which prime they are a subcontractor to.

Each offeror submitting a proposal in response to this solicitation is responsible for accounting for the time necessary for the electronic submission to be executed and received. Failure of an offeror to submit its proposal in accordance with the date and time deadlines or the manner specified in the solicitation may result in a determination of non-responsiveness, and the offeror is ineligible to be considered for award.

L.2.1.1. DoD SAFE Instructions

Each offeror submitting a proposal submitting a proposal in response to this solicitation is required to submit a “Request for Drop-off” via electronic mail. The subject of this email must be in the following format:

“W900KK-21-R-0056, Company Name, Request for Drop-off”

Note: The email must include the name of each file being submitted.

The offeror will then receive an automated email providing the link and access code to access the SAFE site to submit their proposal. The request created will be valid for 14 days. Offerors will be able to encrypt their submission using the following instructions:

a) Encrypting a Drop-off: Click on the "Encrypt every file" checkbox and provide a passphrase when creating a drop-off. IMPORTANT: DoD SAFE does not store the passphrase nor send a copy of the passphrase to the recipients due to security reasons. The offeror is responsible for sharing the encryption passphrase with the POCs identified in Section L.2.2 through a secure channel such as encrypted email.

Upon receipt of a proposal, the Government will confirm receipt, via electronic mail, with the date and time received. However, the Offerors are responsible for verifying that there proposal was timely received. The receipt confirmation shall not be considered a determination of compliancy. Offerors are reminded that proposals shall be compliant with the full solicitation. The Government will evaluate each proposal in accordance with this RFP;

however, offerors are required to comply with all requirements stated herein. Any indication that the offeror does not intend to meet all of the requirements may cause the proposal to be evaluated as non-compliant and ineligible for award.

Firefox, Chrome and Edge are the recommended browsers for use with DoD SAFE. Internet Explorer is not recommended. Please note that Internet Explorer limits uploads to 2GB.

Compressed file-types (zip, 7z, tar.gz, etc.) can be used to reduce the size of a file. Alternatively, large files can also be separated into multiple 8 GB or less segments that can be sent in several individual package transfers.

Up to 25 files can be uploaded at one time.

L.2.2. SOLICITATION POINTS OF CONTACT.

Army Contracting Command – Orlando ATTN: Mr. John M. Ebanks, Contract Specialist, CCOR-CDD-D 12211 Science Drive, Orlando, FL 32826-3224 407-208-3202 john.m.ebanks.civ@mail.mil

Army Contracting Command – Orlando ATTN: Mr. Craig H. Cunningham, Procuring Contracting Officer, CCOR-CDD-D 12211 Science Drive, Orlando, FL 32826-3224

(407) 384-5263 craig.h.cunningham.civ@mail.mil

L.3. SOLICITATION QUESTIONS

L.3.1. Questions regarding this solicitation shall be submitted by e-mail, using Section J, Attachment 4 - the Question and Comment Form, to the above POCs with the solicitation number in the subject line. The Government will answer questions via an attachment to the final solicitation, provided those questions are received 10 calendar days after date of issuance of this solicitation (see block 5 of SF33). Questions received after the deadline may not be answered. Questions shall not include proprietary data. In the event of any conflict between the responses to questions/comments and the solicitation, the solicitation (including any amendments) shall take precedence.

L.3.2. In accordance with FAR Subpart 9.6, the Government will recognize the integrity and validity of contractor team arrangements; provided, the arrangements are identified and company relationships are fully disclosed in the offer. Contractor Team Arrangements are considered as an arrangement in which (1) two or more companies form a partnership or joint venture to act as a potential prime contractor, or (2) a potential prime contractor agrees with one or more other companies to have them act as its subcontractor under a specified Government contract or acquisition program. The prime contractor will be held fully responsible for contract performance, regardless of any team arrangement between the potential prime contractor and its subcontractors.

L.3.3. Where the use of subcontractors is proposed, the proposal shall clearly distinguish between the prime and the subcontractor’s work and responsibilities.

L.3.4. Any proprietary information submitted separately for subcontractors shall be furnished in the same format, level of detail, and submission due date as prescribed for the prime Offeror. Subcontractor proposals submitted separately are considered part of the offeror’s proposal, including the page count. If subcontractor proposals are submitted separately and are late, the entire proposal may be considered late.

L.4. PROPOSAL ORGANIZATION AND VOLUMES

L.4.1. Organization

L.4.1.1. Each Offeror’s proposal shall consist of four volumes conforming to the contents and format specified below. The Volumes are as follows: I – Technical, II – Past Performance, III – Cost/Price, and IV – Administrative.

The volumes will be evaluated in accordance with the Evaluation Criteria provided in Section M. Each factor/subfactor is standalone / evaluated on its own. Failure of an offeror to provide all requested proposal information may render the offeror’s proposal as non-compliant and as such, the offeror’s proposal will not be evaluated, at the sole discretion of the PCO.

L.4.1.2. Offerors shall ensure that each proposal volume submitted contains only the information relevant to that specific volume. Offerors are cautioned that each volume of the proposal is evaluated standalone against the criteria set forth in Section M of the solicitation and the evaluators for one volume may be different than the evaluators of another volume. It is incumbent upon the Offerors to ensure they properly submit their proposals. If the data is not contained in the appropriate volume of the proposal it will not be evaluated.

L.4.2. Format

The proposal shall use no smaller than 12-point Arial font for all proposal text. Font size for tables and figures (to include graphics, charts, illustrations and captions) shall be no smaller than an 8-point text-based font, with no restriction on the font style selected. Any tables or figures shall not exceed one page.

The submission shall be clearly indexed and logically assembled. Each volume shall be clearly identified and shall begin at the top of a page. All pages of each Volume shall be appropriately numbered (X of Y) and shall contain the Volume number, company name, date and any applicable data use restrictions as specified in FAR Clause 52.215-1 in the footer. A Table of Contents should be created using the Table of Content feature in MS Word.

Use at least 1-inch margins on the top, bottom, left, and right side margins on standard 8.5” by 11” page size. Single spaced line spacing. 11”x17” foldout pages are permitted and will count as 2 pages. All submissions shall be MS Office 2013 compatible with a locked Adobe Acrobat Portable Document Format (PDF) version included as a control copy.

Each volume shall be submitted within a unique file saved in the following format: “Prime Name – Factor X – FACT” or “Prime Name – Subcontractor Name – Factor 3 – FACT”. Subfactors shall not be submitted in individual files.

File Packaging. All of the proposal files shall be compressed (zipped) into one file entitled proposal zip using WinZip version 6.2 or later, or as separate uploads in their native format, i.e. doc, xls, ppt, etc., and submitted following the instructions provided in paragraph L.2.1.1. Files shall be in read-only format, using PDF files. All price breakdown information to aide in the cost/price evaluation shall be submitted in Microsoft Office Excel Read/Write format and viewable in Microsoft Excel 2013. **Please note – Self extracting exe files are not acceptable.

L.4.3. Volume Organization and Page Count.

The offeror shall provide complete copies of the proposal as specified in Table L-4.

Table L-1 also identifies the allowable page count for proposal volumes.

Table L-4: Proposal Volume Organization

VOL TITLE COPIES SIZE LIMITS

I Factor 1 – Technical

(1) Electronic Submission

See instructions in paragraph L.2.1.

Not to exceed 25 pages.

8.5 x 11 inch pages, 12 Point Arial font.

Subfactor 1.1 –Training Approach

Subfactor 1.2 –Contractor Facilities and Support Services

Subfactor 1.3 – Safety

Subfactor 1.4 – Staffing Plan

II Factor 2 – Past Performance

(1) Electronic Submission

See instructions in paragraph L.2.1.

No page limitation. 8.5 x 11 inch pages, 12 Point Arial font.

III Factor 3 – Cost/Price

(1) Electronic Submission

See instructions in paragraph L.2.1.

No page limitation. 8.5 x 11 inch pages, 12 Point Arial font. May include 11 x 17 fold out pages for spreadsheets.

IV Administrative Information

(1) Electronic Submission

See instructions in paragraph L.2.1.

No page limitation. 8.5 x 11 inch pages, 12 Point Arial font.

Page counts also do not include Cover Page, Table of Contents, List of Figures and Tables, Lists of Acronyms, Resumes (as appropriate), commitment letters from proposed facilities, land and property lease agreements, and property titles.

NOTE: Pages that exceed the required page limitations will not be evaluated. Additional pages over the maximum allowed will be removed and will not be evaluated by the Government.

L.4.4. VOLUME I – TECHNICAL.

The Offeror shall prepare and submit a standalone Technical Volume in accordance with the below subfactors. The volume shall be organized into the following sections:

L.4.4.1. Subfactor 1.1 - Training Approach.

This subfactor evaluates the offeror’s Training Approach. The Offeror shall demonstrate their approach to executing FACT training. The offeror will provide information to substantiate the following:

1. The offeror shall provide a detailed description of all training subject areas, including the culminating exercise that would be provided under this contract demonstrating the offeror’s understanding of the FACT training requirements in accordance with the PWS and their method of accomplishing the requirements.

2. The offeror shall provide a detailed description of their ability to react to short-notice changes to student numbers and training schedules.

3. The offeror shall substantiate their capacity and capability to perform all of the requirements stated in the

PWS within two weeks after contract award. This may include commitment letters from proposed facilities, land and property lease agreements, property titles, etc.

4. The offeror shall provide timelines illustrating both the planned schedule for supporting the overall year-long effort and for the conduct of the training events for a single FACT Course iteration.

5. The offeror shall develop and provide a flexible, relevant, and realistic scenario that will simulate the culminating exercise. The scenario shall include each FACT subject area, assume 25 participants, and delineate the order in which the culminating exercise would be conducted.

6. The offeror shall provide a plan to procure and employ the equipment and training aids listed in the PWS for each training subject area. The contractor shall include an explanation of how required equipment will be maintained, repaired, or replaced, as required, to support FACT Course iterations.

L.4.4.2. Subfactor 1.2 - Contractor Facilities and Support Services.

This sub-factor evaluates the offeror’s Facilities. The Offeror shall demonstrate their approach to executing FACT training at their facilities. The offeror will provide detailed information to substantiate the following:

1. A detailed graphic depiction of their FACT training facilities identifying training locations, classrooms, ranges, etc. required by the PWS.

2. Narrative descriptions of each facility with detailed explanations of how the facilities will support each training event.

3. Verification that the facilities meet the requirement for supporting students undergoing training such as restrooms, break areas, etc.

4. An explanation of how the offeror will provide Student transportation on the offeror’s facility (if required) and to-and-from daily transportation of students between USASATMO, Fort Bragg and the vendor’s training facility.

5. The offeror shall include a physical description, the geographic location and distance from the SATMO

Headquarters on Ft Bragg, the suitability of each training location/facility to meet the PWS requirement. The offeror’s training facility/facilities shall be within 50 miles from Security Assistance Training Company located at BLDG C3832 Ardennes Street, Fort Bragg, NC 28310. If training will be done within multiple training areas, the contractor must explain how they will transport students between training areas without causing a disruption to training and within 10 minutes.

L.4.4.3. Subfactor 1.3 - Safety.

This subfactor evaluates the offeror’s Safety procedures and mechanisms. The Offeror shall provide a detailed description of their safety procedures, protocols, and mechanisms that will be used while executing FACT training.

The offeror will provide information to substantiate the following:

1. The offeror shall provide a detailed safety plan that explains how they plan to minimize risk to FACT participants while present on the offeror’s facilities. The offeror’s plan shall detail how safety planning and oversight will be integrated into all aspects of FACT training and the plan for offeror provided/coordinated safety support including Range Safety Personnel, Emergency Medical Services, and Fire Fighting Services. The plan should specifically detail the measures to be employed during the 9mm Familiarization, Vehicle Dynamics Training, Fire as a Weapon, and Culminating Exercise (CULEX) events.

2. The offeror shall provide the distance and estimated ground ambulance travel time to the nearest hospital with Level III or higher rated Trauma Center capabilities.

3. The offeror shall list any applicable regulation compliance certifications (i.e., range certification, ammunition storage, etc.) in their possession for their training facilities, as required.

L.4.4.4. Subfactor 1.4 - Staffing Plan.

This subfactor evaluates the offeror’s Staffing Plan. The Offeror shall demonstrate their approach to establishing and executing a staffing plan. The Offeror will provide information to substantiate the following:

1. The offeror shall describe the staffing approach used to recruit individuals with the required qualifications, experience, and educational/certification requirements for all labor categories and ensure they meet or exceed the qualifications required in the PWS.

2. The offeror shall describe the retention plan that describes how the they will 1) accommodate fluctuating workloads; 2) minimize turnover; and 3) ensure all PWS requirements are still performed in case of contractor employee absences

3. Offeror shall submit a resume and a commitment letter for one proposed instructor for each of the following subject areas: 9mm Familiarization, Tactical Medical Training with MARCH, and Vehicle Dynamics Training. The resume shall not exceed two (2) pages and shall demonstrate expertise in the subject area associated with the their specific training area, as well as education, experience and other skillsets the Offeror deems necessary.

The two-page resumes shall be submitted as an Appendix to Volume 1, not counting towards the overall Volume 1 page count.

L.4.5. VOLUME II – PAST PERFORMANCE.

This volume shall contain past performance information regarding similar contracts. Offerors shall submit all Government and/or commercial contracts for the prime offeror and each major subcontractor used in performance or awarded during the past three years, from the issue date of this RFP, which are relevant to the efforts required by this solicitation. Data concerning the offeror shall be provided first, followed by each proposed major subcontractor, in alphabetical order. The Offeror shall also submit the written consent of its major subcontractors to allow the disclosure of its subcontractor’s past performance information to the Offeror. In addition, letters of commitment shall be included for all major subcontractors for their past performance to be considered. This volume shall be organized into the following sections:

a. Section 1 – Performance Risk Contract Matrix – See Explanation below and RFP Section J, Attachment 5.

b. Section 2 – Performance Narrative - See explanation below.

c. Section 3 – Performance Risk Assessment Survey. See Explanation below and RFP Section J, Attachment 6.

d. Section 4 – Subcontracts

e. Section 5 – New Corporate Entities

The offeror shall complete the Performance Risk Contract Matrix and provide the information required under Section 2 – Performance Narrative for five recent and relevant contracts it has performed and three recent and relevant contracts for each proposed major subcontractor.

For instances where the offeror has fewer than five recent and relevant contracts or a major subcontractor has fewer than three recent and relevant contracts, the offeror may submit prior relevant and recent contracts involving its officers and employees or its proposed major subcontractors‘ officers and employees to achieve the corresponding five or three contracts accordingly. Information regarding contracts involving officers and employees is to be submitted under the ― Officers and Employees Relevant tab of the Performance Risk Contract Matrix (Attachment 5), and the associated Performance Narrative information provided in Section 3.

The offeror shall include in the Performance Risk Contract Matrix all contracts within the last three years, relevant or otherwise, where the offeror or a proposed major subcontractor has received a Cure Notice, Show Cause Notice, Termination for Convenience, or Termination for Default. If you believe a classified project is relevant for this proposal, then simply state "Classified" where appropriate and provide points of contact.

Offerors are cautioned that in conducting the performance risk assessment, the Government may use data provided in the offeror's proposal and data obtained from other sources. Since the Government may not necessarily interview all the sources provided by the offerors, it is incumbent upon the offeror to explain the relevance of the data provided. Offerors are reminded that while the Government may elect to consider data obtained from other sources, the burden of proving its past performance rests with the offerors.

Definitions:

a. Relevant Contracts. Relevant contracts are those for which the scope includes services/efforts that are the same as or similar to the effort (as compared to North American Industry Classification System (NAICS) 611699, All Other Miscellaneous Schools and Instruction.

b. Major Subcontractors. Those subcontractors who will be providing critical hardware/services or whose subcontract is for more than 20 percent of the total ID/IQ proposed price.

c. Recent contracts. Recent contracts are those that are in performance and/or have been completed during the past three years.

L4.5.1. Section 1 – Performance Risk Contract Matrix

Performance Risk Contract Matrix. The Government requires the offeror to use the MS Office Excel workbook file titled “Performance Risk Contract Matrix” to provide the Government Section 1 - Performance Risk Contract Matrix of Volume III – Performance Risk. The use of the Performance Risk Contract Matrix is mandatory. “.PDF” files are not acceptable.

Contracts involving the offeror shall be listed under the worksheets titled “Prime Relevant” and “Prime Notice Terminate.”

Contracts involving major subcontractors shall be listed under the worksheets titled “Subcontractor Relevant” and “Subcontractor Terminate” in alphabetical order by major subcontractor name.

Contracts involving the offeror or major subcontractor officers and employees shall be submitted under the “Officers and Employees Relevant” worksheet with contracts involving the offeror’s officers and employees listed first followed by contracts involving major subcontractor officers and employees listed in alphabetical order by major subcontractor name.

The Performance Risk Contract Matrix file, as provided, shall not be changed, manipulated, reformatted, or otherwise altered except to add pages or additional entries to a worksheet or to add the offeror’s name to the header and/or footer information. The Performance Risk Contract Matrix shall not be password protected. It is VERY important that the information about points of contact be accurate. Be sure that the names, telephone numbers, and electronic mail (email) addresses are included and current.

L.4.5.2. Section 2 – Performance Narrative

The offeror shall provide the following information for each contract identified in the Performance Risk Contract Matrix:

a. A narrative description of the work performed detailing how the effort is similar to the requirements of this solicitation for relevant contracts.

b. Indicate if the referenced contract was performed using labor rates (adjusted for inflation) and compensation plans comparable with those proposed for this contract, indicate the variance, if any, and explain the rationale for any variance.

c. Identify information on significant achievements and the challenges or obstacles that were encountered during contract performance and the corrective actions taken.

d. For contracts in which the offeror or proposed major subcontractor(s) did not/do not meet original cost, schedule or performance requirements, the Offerors shall provide a brief explanation of the reason(s) for the variances/shortcomings and any corrective actions taken to avoid recurrence.

e. The offerors shall list each time the delivery schedule was revised and provide an explanation of why the revision was necessary.

f. All Requests for Deviation and Requests for Waiver shall be addressed with respect to causes and corrective actions.

g. The Offerors shall provide a copy of any Cure Notices or Show Cause Letters received on each contract listed and a description of any corrective action implemented by the offeror or proposed subcontractor.

h. The Offerors shall indicate if the contract was terminated for convenience or default and reason(s) for the termination. Include a discussion of the events or circumstances affecting the termination decision and/or performance litigation.

i. The Offerors shall indicate success in recruiting and retaining qualified personnel at those rates by providing the total number of personnel recruited in the past three years and the percentage of those personnel retained to date.

Officers and Employees (if applicable): The Offerors shall provide all information as described above for any contracts involving officers and employees. Under item “d” the offeror shall discuss in detail the role performed by such persons in the contracts cited.

L.4.5.3. Section 3 – Performance Risk Assessment Survey.

a. The offeror shall complete Part I of the Performance Risk Assessment Questionnaire and e-mail the questionnaire to both the Government contracting activity and technical representative responsible for the past/current contract.

b. The POC’s shall be instructed to electronically complete Parts II and III of the questionnaire and return it to the Contract Specialist via email to:

john.m.ebanks.civ@mail.mil.

c. Offerors must provide a listing of Survey Recipients and associated contract information contained in Parts one and three of the Performance Risk Assessment Survey. This information will allow the Government to contact survey recipients if a survey is not received. The listing of Survey Recipients shall be submitted in MS Word format table format and included as Appendix A to the Management Volume. The listing of Survey Recipients shall include the following fields: Solicitation Number; Company Name; Contract Number; Government Agency; POC Last Name; First Name; POC Title; POC Telephone Number; POC E-mail Address; Date E-mailed to POC (month/day).

L.4.5.4. Section 4 – Subcontracts.

Offerors shall provide an outline of how the effort required by the RFP will be assigned for performance within the offeror’s corporate entity and among the proposed subcontractors. The information provided for the prime offeror and each proposed major subcontractor must include the entire company name, company address, CAGE Code, DUNS Number and type of work to be performed by citing the applicable Government PWS subparagraph number.

This includes all subcontractors who will be providing critical hardware/services or whose subcontract is for more than 20% of the total proposed cost/price. This section will further include written consent of major subcontractors to allow the disclosure of their subcontractor’s past performance information to the Offeror. In addition, letters of commitment shall be included for all major subcontractors.

L.4.5.5. Section 5 – New Corporate Entities.

New corporate entities shall submit data on prior contracts involving its offices and employees. However, in addition to the other requirements in this section, the offeror shall discuss in detail the role performed by such persons in the prior contracts cited. Information should be included in the files described in the sections above.

Letters of Commitment shall be included in the proposal for these employees in order to be considered. Information should be included in the files described in the sections above.

L.4.5.6. Submissions.

Offerors are discouraged from providing points of contact with another contractors’ facility, i.e., in case an offeror (or one of his/her team members) is in a subcontract with another contractor who has submitted a proposal on the same requirement. Offerors shall provide and submit the prime contract number and all Governmental agency POCs in lieu of subcontract numbers or prime contract POCs in situations as described above.

L.4.6. VOLUME III – Cost/Price.

The Offeror shall prepare and submit a standalone Cost/Price Volume. This volume will measure the fairness and the reasonableness of price for the FACT training requirements. Offerors shall use the PWS provided in Attachment 1 to construct pricing for the sample task order using quantity ranges included in the Total Contract Price Excel Workbook provided in Attachment 9.

L.4.6.1. Electronic Copy.

Cost DVD-R requirements: Files contained on the Volume (III) Cost DVD-R may not be password protected.

Electronic links are only permissible within the Cost/Price Volume. If files contain links, the links must be intact and maintained through all revisions. The Offeror shall not include pivot tables in Excel spreadsheets. The Offeror shall provide a completed Section B Supplies or Services and Prices/Costs and shall complete

L.4.6.2. Compliance.

Failure to comply with the RFP requirements for Cost/Price information may result in an adverse assessment of an offeror’s proposal and reduce or eliminate its chance of being selected for award. Offerors shall ensure that the information presented in this volume is consistent and correlates with the information contained in the other proposal volumes. Also, the Offeror shall ensure that the information submitted in this volume is consistent with and fully supports the amounts set forth in the SF33 and continuation sheets.

L.4.6.3. General Instructions.

In accordance with Federal Acquisition Regulation (FAR) 15.402 and 15.403-1, certified cost or pricing data are not required based on the fact that adequate competition is expected for this procurement. Information other than certified cost or pricing data may be provided in contractor format providing that sufficient information is made available. Information submitted shall be prepared following the instruction in FAR 15.403-5. If after receipt of proposals the Contracting Officer determines that there is insufficient information available to determine price reasonableness and none of the exceptions at FAR 15.403-1 apply, the Offeror may be required to submit cost or pricing data. Additionally, in the event that adequate competition is not obtained, the Contracting Officer may incorporate FAR 52.215-20 entitled, “Requirements for Cost or Pricing Data or Information Other Than Cost or Pricing Data,” into the solicitation and request a Certificate of Current Cost or Pricing Data. There are no page limitations for this volume. Proposal information included in this volume, which is not directly related to Cost/Price will be disregarded.

L.4.6.4. Sample Task Order.

Using the Total Contract Price Excel Workbook provided in Attachment 9, offerors shall provide a price for an order requiring FACT training for 25 participants in accordance with the PWS.

L.4.6.5. Pricing Workbook and Cost Breakdown Workbook.

The Offeror shall complete the Total Contract Price Excel Workbook (Attachment 9) in accordance with the instructions contained within the Workbook. Subcontractors may submit this information separately as Appendix B to their separately submitted Cost/Price Volume.

L.4.6.6. Pricing Workbook Format.

The format and content will be in accordance with the instructions in FAR Table 15-2 (located at the end of FAR 15.408). All spreadsheets shall be in MS Excel 2013 format that is editable and executable by the Government evaluators, clearly showing the calculations and formulas used in each cell. There shall be no hidden formulas or protected cells. Spreadsheets shall show the formulas used to calculate the rates/factors for each entry and shall not be included as an unexecutable, uneditable or flat file, such as an embedded picture (Enhanced Metafile).

Mathematical explanations shall be provided for any embedded macro/extended formula utilized, clearly describing the functioning of the macro or extended formula. Any narrative regarding the Cost/Price Volume may be submitted in MS Word 2013 format.

L.4.6.7. Proposed Rates Supporting Data.

The Offeror shall provide sufficient information to support the reasonableness of their proposed direct labor rates and indirect rates. The order of preference is:

1. FPRA (Forward Pricing Rate Agreement)

2. FPRR (Forward Pricing Rate Recommendation) by their cognizant ACO

If none of the above is available the Offeror will provide the following:

a. Direct labor rates: Offeror will submit the most recent actual average rate for each and every proposed category. Offeror will submit the actual average rate, as of the end of each of the last two completed fiscal years, for each and every proposed category. If the Offeror does not possess any historical information for a proposed rate, the Government will evaluate the reasonableness of the supporting evidence (methodology and source references) the Offeror utilized to develop the proposed rate.

b. Indirect rates (for each and every proposed indirect rate): Offeror will identify the start and end of their fiscal year and the allocation/application base for each indirect rate. Offeror will state whether or not the prior years’ actuals have been audited by DCAA. Offeror will submit forecasted rates for each fiscal year covered in the solicitation (base, pool and calculated rate), and the actual pool, base, and calculated rates for the last two completed fiscal years. If Offeror does not have a budget or detailed forecast for all fiscal years covered in the solicitation, only the calculated rate information will be required for those fiscal years. Offeror will submit actual sales for each of the last two completed fiscal years and year-to-date actual sales. Offeror will submit forecasted sales (for the current fiscal year end and each fiscal year covered by this solicitation).

If a proposed rate is substantially less than the corresponding historical rate, the Offeror (and/or subcontractor) will provide narrative to explain the underlying reason(s) for the reduced rate.

L.4.6.8. Cognizant DCMA ACO and Supervisory Auditor.

The Offeror shall submit contact information (name, telephone number and email address) for their cognizant DCMA ACO and cognizant DCAA supervisory auditor. If the Offeror is not assigned to DCMA for contract administration or is not assigned to DCAA for contract audit, the Offeror will identify their cognizant federal agency or agencies (and include the individual contact information). The Offeror shall submit a copy of the most recent ACO letter regarding the status of their accounting system. If that letter is more than a year old and the Offeror has a more current DCAA audit report commenting on the status of their accounting system, a copy of that report will also be submitted. If the Offeror’s accounting system was disapproved or deemed to be not adequate, the Offeror will identify all deficiencies along with steps taken, or to be taken, to correct the deficiencies and a timeline to include audit by the cognizant audit agency after corrective action has been implemented. If the Offeror’s accounting system has never been audited by their cognizant federal audit agency, the Offeror will so state. Offeror shall provide their most recent Disclosure Statement or Established Practices Documentation.

L.4.6.9. Unbalanced Pricing Information.

Offerors shall avoid presenting unbalanced pricing information. Unbalanced pricing exists when, despite an acceptable total evaluated price, the price of one or more price element is significantly over or understated, as indicated by the application of cost or price analysis techniques per FAR 15.404-1(g). Offerors are cautioned that a proposal may be rejected, if unbalanced pricing exists and the contracting officer determines that the lack of balance poses an unacceptable risk to the Government.

L.4.6.10. Total Compensation Plan.

The Offeror shall submit a Total Compensation Plan meeting the requirements of FAR Clause 52.222-46, Evaluation of Compensation for Professional Employees. The Total Compensation Plan shall include details regarding the prime contractor, subcontractors (can be separately submitted), and Joint Venture partners, as applicable. The Offeror shall provide the assumptions used in developing the Total Compensation Plan and explain the market research and indicators used to validate these assumptions. The supporting information provided shall be consistent and traceable with the labor rates proposed in the Total Contract Price Excel Workbook.

If the Prime cannot submit subcontractor information related to the Total Compensation Plan due to proprietary data issues (i.e. fringe benefit details), subcontractors’ information may be provided directly to the Government separately (reference L.4.1). Offerors are cautioned that subcontractor information shall be in compliance with the deadlines and guidance established above.

The Total Compensation Plan will be considered in the Determination of Responsibility. It is not a requirement for evaluation in source selection. The Total Compensation Plan will be incorporated into any resultant contract.

L.4.7. VOLUME IV – ADMINISTRATIVE INFORMATION.

L.4.7.1. Certifications and Representations.

Each offeror shall complete (fill-in and signatures) the solicitation sections indicated below using the file (without modification to the file) provided with the RFP. An authorized official of the firm shall sign the SF 33 and all certifications requiring original signature. An Acrobat PDF file shall be created to capture the signatures for submission.

Section A – Standard Form 33 (SF 33), Solicitation, Offer and Award Section G – Contract Administration Data Section K – Representations, Certification and Other Statements of Offerors

L.4.7.2. Organizational Conflict of Interest (OCI) Mitigation Plan.

The Offeror shall include an OCI mitigation plan IAW the clauses and provisions in the RFP. The Offeror shall submit a mitigation plan even if they do not perceive themselves to have an OCI. If there is no current OCI, provide information with how an OCI would be addressed if one were to appear. Per FAR Part 9.506(d)(3), before awarding the base contract, the Contracting Officer may resolve the conflict or the potential conflict in a manner consistent with the approval or direction by the Head of the Contracting Activity (HCA).

L.4.7.3. Statement of Acceptance of all RFP Terms and Conditions.

The Offeror shall provide a statement of acceptance of all RFP terms and conditions. The Offeror shall not make any changes to the solicitation. Any objections to the terms and conditions of the solicitation should be addressed to the PCO. If the proposal takes exception to the terms and conditions of the solicitation, all exceptions shall be denoted in a cover letter to the proposal; however, proposed exceptions taken to the solicitation may result in the offer being ineligible for award.

"Statement of Compliance: Each Offeror shall include a statement indicating complete compliance with the solicitation in the Administrative volume, or detailed analysis of any objections, exceptions, contingencies, or additions. Any objection, exception, contingency, or addition shall be cross-referenced to the applicable solicitation paragraph(s). As part of this letter, an authorized official shall sign certifying the following:

1. The proposed TO CLIN prices within the Total Contract Price Excel Workbook are binding and will be utilized for the life of the contract.

2. Regardless of the involvement in evaluations, all requirements of the Base and TO PWS’s will be met.”

L.4.7.4. Authorized Contacts

The Offeror shall provide names, titles, telephone numbers and email addresses of all persons authorized to negotiate on the Offeror's behalf with the Government as well as any limitations on their authority in connection with this solicitation in the event that the Government deems discussions to be necessary.

L.4.7.5. Approved Accounting System SF-1408 (if applicable)

If the Offeror does not have an approved accounting system or the most current audit is more than two years old, the Offeror shall complete a Standard Form (SF) 1408 Pre-award Survey of Prospective Contractor Accounting System Checklist and return the documentation as part of the Cost/Price Volume of the proposal.

1. Mark “X” in the appropriate column.

2. On Page 2 provide a narrative describing how the current accounting system supports your response to each item.

(End of Summary of Changes)