B08 Solicitation W911QY-24-R-0007 Amendment 0003 20AUG.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

Amendment 0003

1. Entend the due date in box 11 and Section L.

1. CONTRACT ID CODE PAGE OF PAGES

S 1 11

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

16C. DATE SIGNED

BY 20-Aug-2024

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 W911QY24R0007

X 9B. DATED (SEE ITEM 11)

24-Jul-2024

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 X is extended, 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

20-Aug-2024

CODE

W6QK ACC-APG NATICK DIVISION

1 GENERAL GREENE AVE

BLDG 1

NATICK MA 01760

W911QY 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

W911QY24R0007

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION A - SOLICITATION/CONTRACT FORM

The required response date/time has changed from 30-Aug-2024 01:00 PM to 19-Sep-2024 10:00 AM.

SECTION L - INSTRUCTIONS, CONDITIONS AND NOTICES TO BIDDERS

The following have been modified:

PROPOSAL SUBMISSION

A. Proposal Submission

1. Proposal Submission Requirements

a. All questions are to be submitted prior to 10:00 a,m, ET August 7, 2024 and all proposals are due by 10:00 AM ET on September 19, 2024 via email to the USARMY ACC APG IECU Proposal Submission email address: usarmy.apg.acc.mbx.acc-apg-natick-iecu-proposal-submission@army.mil.

Government Enterprise Email can accept email sized up to 15 MB. Multiple emails are acceptable, but must be identified as such. Any portion of the proposal that is changed (as a result of negotiations or proposal revisions) should be annotated and dated. Each volume will be clearly labeled with its volume and file name. Any portion of the proposal that is changed (as a result of negotiations or proposal revisions) should be annotated and dated. Each volume will be clearly labeled with its Title and a copy number (e.g., copy 1 of 5).

b. Each paragraph should be single spaced and will be separated by at least one blank line. A standard, 12-point minimum font size applies. Times New Roman or arial font is required. Tables and illustrations may use a reduced font size no less than 10-point in arial or time new roman and may be produced in landscape mode.

c. The following volumes of material will be submitted:

VOLUME PAGE LIMIT

I Administrative:

Section 1: Executive Summary Section 1: 10 page limit Section 2: Solicitation Documents Section 2: none Section 3: Company POCs, DCMA & DCAA POCs, Section 3: none

CAGE, UEI, TIN

Section 4: Representations & Certifications Section 4: none Section 5: Signed Teaming Agreements Section 5: none

II Technical Capability (Evaluation Factor I) 60 pages

III Management Capability (Evaluation Factor II) 60 pages (exclusive of master schedule)

IV Contract Price (Evaluation Factor III) NONE

V Past Performance (Evaluation Factor IV) NONE

VI Small Business Participation Plan (Evaluation Factor V) NONE

d. Volumes I, II, III, and V will be VOID of any proposal cost information. Volume VI can include pricing. Each volume will be a stand-alone document and will clearly and completely describe the effort that the offeror is proposing to accomplish under the contract. Faxed copies of Proposals will not be accepted. The offeror will clearly state how they intend to meet the requirements. Mere acknowledgment or restatement ("parroting") of a requirement or task is not acceptable. The information contained in each proposal will be presented in a clear, coherent and concise manner. Vague or terse statements such as “will comply”, “noted and understood”, etc. are not acceptable. The proposal will be limited to the information that is necessary to convey a point and will not be overly elaborate.

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

2. Proposal Files

a. Format: The submission will be clearly indexed and logically assembled. Each volume will be clearly identified and will begin at the top of a page. All pages of each volume will be appropriately numbered and identified by the complete company name, date, and Request for Proposal (RFP) number in the header and/or footer. A Table of Contents will not count against page limitations but will be included, and PDF files will use the following page setup parameters:

Margins – Top, Bottom, Left, Right – 1” Gutter – 0” From Edge – Header, Footer 0.5” Page Size, Width – 8.5” Page Size, Height – 11”

The following additional restrictions apply:

b. File Packaging. Files will be in read-only format, using PDF files that are searchable. All price breakdown information to aide in the price evaluation will be submitted in Microsoft Office Excel Read/Write format and viewable in Microsoft Excel.

The naming convention for each volume file will state the company name, followed by the proposal volume.

Example "Company ABC: Volume II – Technical Capability.pdf.

Each volume will contain a glossary of all abbreviations and acronyms used with an explanation for each.

Glossaries do not count against the page limitations for their respective volumes. A Master Schedule may be included as a separate attachment to Volume III and will not count against the page limit for that Volume.

Illustrations required for reader ease are allowed; however, illustrations will be counted in "8 1/2 x11" increments (e.g., "11 x17" document will count as two pages). The evaluators will read and evaluate only up to the maximum number of pages specified above. Volumes or Sections for which no page limitation is specified will contain information only applicable to that volume or section. Any additional information not related to the volume or section will not be evaluated. All offerors must apply all appropriate markings including those prescribed IAW FAR 52.215-1(e), Restriction on Disclosure and Use of Data, and FAR

3.104-4, Disclosure, Protection, and Marking of Contractor Bid or Proposal Information and Source Selection Information.

c. Content Requirement. All information will be confined to the appropriate file. The offeror will confine submissions to essential matters, sufficient to define the proposal in a concise manner, to permit a complete and accurate evaluation of each proposal. Each file of the proposal will consist of a Table of Contents, Summary Section, and the Narrative discussion. The Summary Section will contain a brief abstract of the file. Proprietary information will be clearly marked. The following will be included in the Narrative discussion:

(i) VOLUME I – Administrative. The volume will be organized into the following sections:

(1) Section I – Executive Summary: A letter will include:

a. Master Index: A master index that identifies the location of all major topics provided in each volume.

b. Statement of Compliance: Each offer will include a statement indicating complete compliance with the solicitation in the administrative volume, or detailed analysis of any objections, exceptions, contingencies, or additions.

c. Authorized Negotiators: Offerors will provide a list of authorized negotiators with their position title and phone/email contact information.

(2) Section II – Solicitation Documents

Each offeror will complete blank lines and provide signatures for the contract sections indicated without modification to the files. An authorized official of the firm will sign the Standard Form 33, amendments and all certifications requiring original signature. If this individual is not an officer of the company, the proposal will be accompanied by some form of written evidence of the individual's authority to bind the company, under contract, to a particular course of action. This might include such evidence as a written delegation of said authority, signed by an officer of the company. An Adobe Acrobat file, “.pdf” will be created to capture the signatures for submission in the administrative volume.

a. Originating RFP section: A signed and completed Solicitation/Contract Form and any subsequent amendments.

b. Section H: Complete "Contractor's Organization and Key Personnel”.

c. Section K: Provisions/Clauses: Complete all the required certifications, representations, and acknowledgments for the prime contractor.

(3) Section III – Company Points of Contact (POC)

The offeror will provide Company points of contact (POC), Defense Contract Management Agency (DCMA) POCs, Defense Contract Audit Agency (DCAA) POC’s, Commercial and Government Entity (CAGE) code, Unique Entity Identification (UEI) number and TIN for prime and subcontractors.

(4) Section IV – Representations and Certifications

The offeror will complete representations and certifications in the System for Award Management (SAM). In SAM, the offeror will enter the North American Industry Classification System (NAICS) code for this effort and complete the Representations and Certifications information appropriately. Then, print the Representations and Certifications documentation for the volume. Offerors must be registered in the

SAM under the applicable NAICS for this requirement, to be determined responsive and responsible at time of proposal submission. Please refer to the website: https://www.sam.gov/.

(5) Section V – Financial Documentation

In order for the Government to determine Financial Responsibility, offerors will submit the Prime Contractor’s past fiscal year and current reporting period as of the date of the proposal financial statements to include a Balance Sheet; Income Statement; Cash Flow Statement; and Statement of Retained Earnings.

Also, a copy of the Prime’s Line of Credit and its current status at the time of proposal submission will be provided.

(6) Section VI – Signed Teaming Agreements

If applicable, the offeror will provide a copy of all pages within signed teaming agreements with subcontractors. The agreement should outline the type of work, complexity and approximate percentage level of work assigned to the subcontractor. Also, it must identify which socio-economic categories the sub-contractor qualifies for under NAICS code 333415 as well as the subcontractor’s POC with the address, phone, email and CAGE for verification-if necessary.

(ii) VOLUME II – Technical Capability (Evaluation Factor I). The volume will be organized as follows:

1. Design concept. The offeror will depict and describe the design concept and approach for each IECU variant and demonstrate how the concept and approach will meet key requirements of Attachment 0001, DRAFT Performance Purchase Description (PPD) and Attachment 0002, Interface Standard (IS) MIL- STD-1408D (2 Apr 2009). Key requirements to be addressed in the proposal for each variant will include the following:

a. PPD paragraph 3.1. Description including all its sub-paragraphs.

b. PPD paragraph 3.3 Performance including all its sub-paragraphs.

c. PPD paragraph 3.4 Controls including all its sub-paragraphs.

d. Description of the refrigerant and refrigeration system.

e. Description of electrical and mechanical operational and safety features.

f. Concept for maintenance, including reliability and maintainability (PPD paragraph 3.10), HFE (PPD paragraph 3.17.2), spare parts and maintenance procedures commonality (PPD paragraph 3.19.1), and approaches to avoid parts obsolescence.

g. The offeror may provide supporting information that demonstrates the proposed design concept’s level of maturity, such as photographs, top level drawings, specifications, summaries of prior test results, associated design documentation, and/or lessons learned from prior development that are now addressed in the proposed concept.

2. Design and engineering approach. The design and engineering approach will include the following:

a. Describe the systems engineering approach and detailed steps and tasks that will occur between receiving the written requirements (PPD & IS) and the outputs of level 3 production drawings and production units that meet the IS and PPD. Include the modeling or Computer Aided Design (CAD) tools to be used and the offeror’s experience with using them.

b. Describe the offeror’s current and planned engineering and technical staff, and their experience/qualifications for the engineering approach and the development of design documentation.

Explain the offeror’s engineering and technical capability for responding to the engineering support CLIN 0028 required in section C.12. The offeror will also present the labor categories and their associated scopes of responsibility, minus pricing data, to be used to execute CLIN 0028. The categories submitted for this factor will match those provided in the “labor rates” sheet of Attachment 0007 Cost Price Workbook.

c. Describe how engineering changes will be managed in accordance with the configuration management requirements in Section C of the solicitation.

3. Manufacturing Plan. The offeror will describe its own and its subcontractor’s planned processes for welding, brazing, metal fabrication, refrigerant handling, controls, electrical assembly, mechanical assembly, integration, and any other processes required for IECU manufacturing.

(iii) VOLUME III – Management/Production (Evaluation Factor II). The volume will be organized as follows:

1. Program Management: The offeror will describe its program management strategy. The strategy must fully define the offeror’s production and management personnel resources, their applicable skills, qualifications, and their role(s) during execution of this effort. The strategy will address the management of design, manufacture of test units, production verification tests and first article tests, and manufacture of production units. The strategy will include the roles and qualifications of any key subcontractors, outside test agencies, or planned hires. The strategy will show the facilities and equipment the offeror has on hand, intends to acquire, and/or intends to subcontract. All areas of the facilities will be depicted and labeled with their purposes.

2. Master Schedule: The offeror will provide a detailed Integrated Master Schedule (IMS) for the 18K-3 IECU variant. The schedule will be presented as a Gantt chart in readable and printable pdf format.

In addition to showing the bars, the IMS must have columns to show the required tasks, start and finish dates, task predecessors, and task durations. The IMS will show the entire project path that leads to the Government’s acceptance of the first production lot (CLIN 0032) within the required delivery schedule. The schedule will also include the required contractor/Government design and readiness reviews, exhibit submittals and Government reviews thereof; and Government inspections needed along the path to Government acceptance of the first production lot under CLIN 0032. The Government’s desired date of acceptance of the first production lot CLIN 0032 18K-3 IECU is within 18 months after delivery order award, and its required acceptance date is no longer than two years from award.

3. Quality Assurance Plan: The proposal will explain how the offeror’s Quality Management System (QMS) complies with ISO 9001 (2015), or if not currently in compliance, provide the details of how and when the offeror intends to become compliant with the ISO standard. If the offeror claims any existing third-party ISO certifications, they will be furnished with the proposal. The proposals will include a quality assurance organization chart and the offeror will demonstrate their relevant experience with developing and executing the quality assurance plan facets specified in C.19 sub-paragraphs a-q."

4. Logistics: The offeror will specify whether logistics deliverables such as manuals, provisioning, and training materials will be primarily accomplished by the offeror or if a sub-contractor will be hired. The offeror will demonstrate their capability or that of their sub-contractor in developing logistics deliverables typical of Government systems, including military Technical Manuals (TMs), provisioning data, and training materials. The offeror will provide evidence of their capability to perform under the logistics support CLINs 0029 and 2004. The offeror will also present the labor categories and their associated scopes of responsibility, minus pricing data, to be used to execute CLINs 0029 and 2004. The categories submitted for this factor will match those provided in the “labor rates” sheet of Attachment 0007 Cost Price Workbook.

(iv) VOLUME IV – Contract Price (Evaluation Factor III). The volume will be organized as follows:

The offeror will complete the following parts of the required price proposal sections as described in the RFP:

(a) Attachment 0007 Cost/Price Workbook: The entirety of Attachment 0007 Cost/Price Workbook constitutes the offeror’s price proposal for this acquisition. Attachment 0007 Cost/Price Workbook must be completed in its entirety by the offerors.

(b) Explanation of Estimating Method Used. The offeror will completely explain the methodology used to estimate the proposed pricing and describe why it is a sound estimating methodology. If historical data of a comparable project is used, the analogy of the projects should be described and the following will be provided: program name, contract number, specific phase of the program from which the historical data was extracted, and all activities that are included in the historical data used in the estimate. If engineering labor hours have been estimated based upon other than past experience, the offeror will provide detailed rationale on how they have been estimated. The offeror will identify the escalation rates used for materials, equipment, subcontracts, direct labor and indirect expenses. The offeror will describe the basis of the escalation rates.

(c) Compliance. Failure to comply with the RFP requirements for 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 will ensure that the information presented in this volume is consistent and correlates with the information contained in the other proposal volumes. Also, the offeror will ensure that the information submitted in this volume is consistent with and fully supports the amounts set forth in Attachment 0007 Cost/Price Workbook and any information proposed the SF33 and continuation sheets.

(d) General Instructions. In accordance with Federal Acquisition Regulation (FAR) 15.402, Pricing and 15.403-1, Prohibition on obtaining certified cost or pricing data, 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 will be prepared following the instruction in FAR 15.403-5 Instructions for submission of certified cost or pricing data and data other than certified cost or pricing data. 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, Prohibition on obtaining certified cost or pricing data 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, Requirements for Certified Cost or Pricing Data and Data Other Than Certified 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 will be disregarded.

(v) VOLUME V– Past Performance (Evaluation Factor IV). The volume will be organized as follows:

The offeror will submit a past performance volume with its proposal, containing past performance information in accordance with the format contained in Attachment 0008 Past Performance Information:

This information is required on the offeror and all subcontractors, teaming partners, and/or joint venture partners who are proposed to perform 30% or more of the proposed effort based on the total proposed price or perform aspects of the effort the offeror considers critical to overall successful performance. The Government will use data provided by each offeror in this volume and data obtained from other sources in the evaluation of past performance. The offeror will submit with its proposal the applicable subcontractor, teaming partner, and/or joint venture partner letter(s) of consent allowing the Government to disclose the past performance to the offeror during negotiations.

The offeror will provide all past performance information pertaining to all proposed first- tier subcontractors with whom the offeror is teaming, as well as the offeror. The offeror will submit with its proposal the first-tier subcontractor’s letter(s) of consent allowing the Government to disclose the subcontractors' past performance to the offeror during negotiations.

1. Experience: The offeror will provide a description of up to five (5) current and past contracts as a prime or as a major subcontractor, over the past three (3) years, which are relevant to the efforts required by this solicitation. Relevant is defined as those contracts associated with environmental control systems, or other products similar to the effort required by this contract. Relevant contracts are also defined as those encompassing similar scope in the cost, complexity, Integrated Product Support (IPS)/logistics functions, configuration management, system engineering, and production requirements as this contract requires. The Government may choose to investigate contractors prior to the past three (3) years for the purpose of the evaluation, but not more than ten (10) years prior. In addition, any and all contracts terminated in whole or in part during the past five (5) years, to include those currently in the process of such termination are considered relevant and the offeror will provide past performance information for those contracts.

Information will include the following:

a. Role as prime or subcontractor

b. Place of performance, CAGE Code and Unique Entity Identification (UEI) number

c. Contracting activity, current address and telephone number.

d. Procuring Contracting Officer's name and current telephone number

e. Technical representative/COR name and current telephone number

f. Contract number

g. Contract type awarded cost/price

h. Final or projected final cost/price.

i. Original delivery schedule

j. Final or projected final, delivery schedule.

k. History of compliance with Government requirements for reports and responding to inquiries

l. Effectiveness of actions taken to resolve past and ongoing performance problems.

2. Performance: For each of the contracts described above, the offeror will describe the objectives achieved detailing how the effort is relevant to the systems engineering, design, production, and IPS/logistics requirements required by this contract. For any contracts, which did not/do not meet the original requirements with regard to original cost, schedule, or technical performance, the offeror will provide a brief explanation of the reason(s) for such shortcomings and any demonstrated corrective actions taken to avoid recurrence. The offeror will list each time the delivery schedule was revised and provide an explanation of why the revision was necessary. The offeror will also provide copies of Product Quality Deficiency Reports (PQDR), warranty claims, product deficiency complaints, Cure Notices, or Show Cause letters received on each contract listed; and provide a description of the corrective action taken and the extent to which the customer was satisfied with the response. For any terminated contracts, the offeror will indicate the type and reasons for the termination. The Government may choose to investigate contracts prior to the past three (3) years for the purpose of the evaluation, but not more than ten (10) years prior. In addition, any and all contracts terminated for cause in whole or in part during the past five (5) years, to include those currently in the process of such termination are considered relevant; therefore, the offeror will provide past performance information for those contracts. Since the Government may not necessarily interview all of the sources provided by the offerors, it is incumbent upon the offeror to explain the relevance of the data provided.

The Government reserves the right to use alternative resources to gather past performance information.

Other resources may include Contractor Past Performance Assessment Reporting System (CPARS); the Past Performance Information Retrieval System (PPIRS); PQDR databases; questionnaires; and interviews.

Offerors are reminded that while the Government may elect to consider data obtained from other resources, the burden of showing good past performance rests with the offeror.

3. Subcontractors: Offerors will provide an outline of how the effort required by the solicitation will be assigned for performance within the Contractor’s corporate entity and among the proposed subcontractor(s)/team members. Offerors will provide the above- required information for any proposed subcontractor who are proposed to perform 30% or more of the proposed effort based on the total proposed price or perform aspects of the effort the offeror considers critical to overall successful performance.

Offerors must specifically describe the work each subcontractor will perform. This information will be consistent with the allocation of the work discussed in other volumes of the proposal.

4. Past Performance Assessment Questionnaire: The offeror will send out Past Performance Assessment Questionnaires (Attachment 0009 ) to each of the Points of Contact (POCs) identified in the Past Performance Volume. The POCs will submit completed questionnaires directly to the Contracting Officer and Contracting Specialist (KS) identified above no later than the proposal submission deadline specified in the solicitation. The Subject Line of the emailed questionnaire submission will be: “PPQ: IECU Solicitation W911QY-24-R-0007 - (Offeror’s Company Name)” as specified in the questionnaire.

The offeror may add its own transmittal letter to provide an offeror representative name and telephone number; in case questions arise from the POC receiving the questionnaires.

Completed Past Performance Assessment Questionnaires (PPAQ's) are considered source selection sensitive and not releasable to anyone other than Government personnel and the contractor whose performance is being evaluated. Copies of the PPAQ's will not be included in the offeror’s proposal.

Preferred points of contact are, in order of descending preference: the program manager, Procurement Contracting Officer (PCO), or Administrative Contracting Officer (ACO). For work performed on a Government contract, questionnaires will be sent to a Government POC, regardless of the offeror’s participation in the referenced contract as a prime- or sub-contractor. For non-Government contracts, the suggested order of precedence is Contractor program or project manager followed by contract manager.

Offerors will include in the past performance volume a list of all the POCs who were sent questionnaires.

The POC list will be submitted in Table Format to include the following fields: Solicitation Number;

Offeror Company Name; Contract Number; Government Agency; Point of Contact Last Name, First Name;

Point of Contact Title; Point of Contact Telephone Number; Point of Contact e-mail address; date the questionnaire was e-mailed to Point of Contact (month/day), and an explanation of what aspects of the contracts are deemed relevant to the proposed effort, and to what part of the proposed effort they relate.

5. Organizational Structure Change History: Many companies have acquired, have been acquired by, or have otherwise merged with other companies, and/or reorganized their divisions, business groups, subsidiary companies, etc. In many cases, these changes may have taken place during the time of performance of relevant past efforts or between conclusion of recent past efforts and this source selection.

As a result, it is sometimes difficult to determine what past performance is relevant to this acquisition. To facilitate this relevancy determination, include in this proposal volume a “roadmap” describing all such changes in the organization of your company. A pamphlet or other commercial document describing such reorganizations may suffice. As part of this explanation, show how these changes impact the relevance of any efforts you identify for past performance evaluation/performance confidence assessment. Since the Government intends to consider past performance information provided by other sources as well as that provided by the offeror(s), your “roadmap” will be both specifically applicable to the efforts you identify and general enough to apply to efforts on which the Government receives information from other sources.

6. Subcontractor Consent/Client Authorization Letter: The offeror will submit, along with the past performance information required in this paragraph, a consent letter, executed by each subcontractor, teaming partner, and/or joint venture partner who are proposed to perform 30% or more of the proposed effort based on the total proposed price or perform aspects of the effort the offeror considers critical to overall successful performance. The consent/authorization will authorize release of adverse Past Performance Information to the offeror so the offeror can respond to such information. For each identified effort for a commercial customer, the offeror will also submit a client authorization letter, authorizing release to the Government of requested information on the offeror’s performance.

(vi) VOLUME VI – Small Business Participation Plan (Evaluation Factor VI). Throughout this document and all attachments, the definition of subcontractor for the purpose of Small Business Participation Plan includes both subcontractors and suppliers. The volume will be organized as follows:

FOR ALL BUSINESS TYPES: The Small Business Participation Plan is required from all offerors and will be evaluated in accordance with the guidance in DFARS 215.3, PGI 215.304(c)(i)(A) and the criteria listed in Sections L & M of this solicitation.

FOR LARGE BUSINESS/OTHER THAN SMALL BUSINESS ‘APPARENT SUCCESSFUL

OFFERORS’ ONLY: Subcontracting Plans (separate from the Small Business Participation Plan) will not be evaluated for source selection purposes. Other Than Small Business apparent successful offerors are required to submit a separate, acceptable Subcontracting Plan, in accordance with FAR Subpart 19.704, DFARS Subpart 219.704 and AFARS Appendix DD, prior to contract award. Subcontracting Plans will reflect and be consistent with the commitments offered in the Small Business Participation Plan.

The offeror will complete Attachment 0006, Small Business Subcontracting Worksheet:

demonstrate small business participation by detailing its proposed approach to meet the requirements under the Small Business Participation factor by addressing the following areas in its Small Business Participation Commitment Document:

Commitment to Small Business:

(a) Commitment to Small Business: Payment Procedures (applies to both Other Than Small Businesses and Small Businesses) and Compliance with Small Business Subcontracting Plans (applies to Other Than Small Businesses only).

(b) Proposed Small Business Participation Plan in performance of the potential contract (applies to both Other Than Small Businesses and Small Businesses).

(c) The Offeror will include a written statement of its established procedures to ensure timely payments to small business subcontractors in accordance with FAR 52.219-8, Utilization of Small Business Concerns (for those contracts under which it was required within the past three years from the closing date of this solicitation). If not required in any recent contracts, the Offeror will so state.

(d) For Other than Small Businesses ONLY. Compliance with terms and conditions of FAR 52.219-9, Small Business Subcontracting Plan (if required on recent contracts). The Other than Small Business Offeror will provide three Individual Subcontracting Reports (ISRs) for recent contracts (within the past three years from the closing date of this solicitation) that required a subcontracting plan. If not required in any recent contracts, the Offeror will so state. If the Offeror has less than three recent contracts, the Offeror will provide the most recent ISR for each contract it has, and state that the Offeror does not have three recent contracts.

Proposed Small Business Participation Plan:

Small Business Participation Plan Template: As a prime contractor, all offerors will submit a Small Business Participation Plan addressing the offeror’s extent to utilize Small Business concerns. For subcontractors not registered in SAM to do business with the Government, a written self-representation of size according to the appropriate size standard associated with NAICs of work to be subcontracted. Prime contractors may not take credit for socio-economic status of subcontractors not registered to do business with the Government.

The Small Business Participation Plan will include dollar and percentage calculations (TOTAL DOLLARS ALLOCATED TO EACH SOCIOECONOMIC CATEGORY divided by TOTAL CONTRACT VALUE) for all business concerns: Small Business (SB), Small Disadvantaged Business (SDB), Women-Owned Small Business (WOSB), Historically Underutilized Business Zone Concerns (HUBZone), and Service- Disabled Veteran-Owned Small Business (SDVOSB). The offeror will provide detailed explanation/documentation to support its proposed quantitative small business participation for each category. Offerors will specifically note in its proposal that binding commitments will become enforceable, contractual requirements and will be reported and monitored through CDRL submissions, as required in Section J of this solicitation.

The Small Business Participation Plan will address the offeror’s extent of commitment to utilize Small Business concerns, to include specifically identifying each subcontractor and providing the subcontractor’s address, CAGE code or Unique Entity ID number, socioeconomic business status, principal supplies and services to be subcontracted, applicable NAICS, estimated dollars to be subcontracted, extent of commitment (teaming agreements) and business status verification.

It is the Government’s expectation that the Offeror will meet or exceed their proposed level of small business participation during contract performance. Failure to meet or exceed proposed level of small business participation may result in negative CPARs ratings and/or contract default procedures.

Within the Small Business Participation Commitment Document, all Offerors (both U.S. small businesses and other than U.S. small businesses) will provide a detailed explanation of the methodology utilized to determine the proposed level of small business participation for each small business socioeconomic category (Small Business, Small Disadvantaged Business, Women-Owned Small Business, Historically Underutilized Business Zone Small Business, Veteran Owed Small Business, Service-Disabled Veteran- Owned Small Business) within the Small Business Participation Commitment Document Worksheet. If the proposed level of small business participation is $0/0% for any category, offerors will provide rationale as to why there are no subcontracting opportunities in that category for this acquisition. Offerors will provide copies of all supporting documentation utilized in the aforementioned methodology (e.g. including, but not limited to, Compliance Documentation on prior Government contracts IAW FAR 52.219-8 Utilization of Small Business Concerns, SF 294s and SF 295s, electronic Subcontracting Reporting System (eSRS) Individual Subcontract Reports, Summary Subcontract Reports, Annual Company-Wide Subcontracting Achievement Documentation, DD 1423s for Small Business Participation on prior Government contracts).

Provide three (3) years of Small Business Past Performance information substantiating the offeror’s track record of utilizing Small Businesses on past contracts, including copies of cumulative contractor fiscal year Summary Subcontracting Reports (SSR), if applicable. Any information concerning long-term relationships with Small Business subcontractors, such as signed, mentor-protégé relationships, may be provided. Small Business offerors may utilize its own participation on past contracts as Past Performance. If there is no Past Performance information available, the offeror will indicate this in its proposal. If Past Performance is unavailable or shows any downward trend, provide explanation for the lack of Past Performance or downward trend and address how the offeror will meet its proposed minimum SB participation levels in spite of no Past Performance or downward trends.

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