W9124D16R004603.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 extend the response date for the Past Performance Volume, as w ell as increase the page limitation on the Cost/Price Volume. The Past Performance Volume is now due by 14:00 CST on 14 February 2017. The official receipt of Offer remains unchanged. The Cost/Price Volume page limitation is increased to 75 pages. No other changes to the terms and conditions are made at this time.

1. CONTRACT ID CODE PAGE OF PAGES

S 1 26

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

16C. DATE SIGNED

BY 01-Feb-2017

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 W9124D-16-R-0046

X 9B. DATED (SEE ITEM 11)

03-Jan-2017

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

01-Feb-2017

CODE

MISSION AND INSTALLATION CONTRACTING CMD

MICC FORT KNOX

BLDG 1109B STE 373

199 6TH AVE

FORT KNOX KY 40121-5720

W9124D 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

W9124D-16-R-0046

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION L - INSTRUCTIONS, CONDITIONS AND NOTICES TO BIDDERS

The following have been modified:

SECTION L

I. Proposal Submittal.

A. The solicitation (up to and including this and any future solicitation amendments), General, Technical, Past Performance, Small Business Participation, Subcontracting Plan, and Cost/Price volumes will constitute the Offeror’s complete “proposal” for subject services and shall be submitted NOT LATER THAN 2:00 PM CENTRAL STANDARD TIME (CST) ON 01 March 2017.

B. EARLY VOLUME SUBMISSION REQUIRED. The Offeror shall submit the Past Performance Volume no later than 2:00PM Central Standard Time (CST) on 14 February 2017. Past Performance Volumes received after this date may be handled IAW FAR 15.208.

C. It is recommended that all proposals be submitted by FedEx or UPS with the ability to track shipment, or be hand delivered to:

Mission and Installation Contracting Command – 412th Contracting Support Brigade Attn: Shannon Kennedy-Butler, Contract Specialist Bldg. 601 2205 Infantry Post Road Fort Sam Houston, TX 78234-1361

ELECTRONIC SUBMISSIONS VIA EMAIL OR FAX WILL NOT BE ACCEPTED.

Offerors are encouraged to supply a tracking number and carrier information to the Contract Specialist via e-mail at Shannon.l.kennedy-butler.civ@mail.mil.

Electronic submissions via email or fax will not be accepted. Offers shall be mailed through a commercial/government carrier or hand carried.

D. Inquiries. All inquiries for this solicitation or any future amendment(s) shall be directed to the U.S. Army Marketing and Advertising inbox at usarmy.jbsa.acc-micc.mbx.micc-fsh-amp@mail.mil and the Contract Specialist, Ms. Shannon Kennedy-Butler, at e-mail: Shannon.l.kennedy-butler.civ@mail.mil. Offerors are requested to review the solicitation and its amendments and submit only written questions and/or comments with the Subject Line Reference: Questions/Comments/Exceptions for U.S. Army Advertising and Marketing Solicitation, W9124D-16-R- 0046. The deadline for the submittal of all Questions/Comments/Exceptions is 2:00 PM CST on 09 January 2017.

E. Minimum Proposal Acceptance Period.

1. “Acceptance Period” as used in this provision, 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.

2. The Government requires a minimum acceptance period of 300 calendar days from solicitation due date.

3. In the space provided on the front page, Block 12 of the SF 33, the contractor shall insert the number of days (not less than 300 days specified above) the proposal is valid. Offerors may specify a longer acceptance period than the Government’s minimum requirement.

II. General Instructions

A. The selection of a source for award purposes will be conducted utilizing negotiated source selection procedures as delineated in FAR Part 15.3, “Source Selection” and supplemented by the Defense Federal Acquisition Regulation Supplement (DFARS) and the Army Federal Acquisition Regulation Supplement (AFARS). Offers will be evaluated using the criteria under Section M, “Evaluation Factors for Award.”

B. The Offer. The submission of the documentation specified below will constitute the Offeror’s acceptance of the terms and conditions of the RFP; concurrence with the PWS; and contract type.

C. Phased Evaluation Approach. The Government will evaluate proposals in two phases and progressively reduce the number being considered for contract award. The purpose of this procedure is to reduce the time and cost of the source selection, both for the Government and for competition Offerors.

1. For evaluation purposes, the Phase I submission will consist of the following elements:

-Volume I, General -Volume II, Technical:

--Subfactor 1, Management and Organizational Approach and --Subfactor 2, Sample Tasks Concepts

-Volume III, Cost/Price -Volume IV, Past Performance -Volume V, Small Business Participation

2. During Phase I, the Government will evaluate in accordance with the evaluation criteria listed in Section M, “Evaluation Factors for Award.” After this phase of the evaluation, the Government will determine which proposals stand a reasonable chance for award. Any proposal deemed not to stand a reasonable chance for award following this preliminary evaluation, will be removed from further consideration and the Offeror so notified.

3. The decision to eliminate any proposal through this procedure will not constitute the establishment of a competitive range as described in FAR 15.306(c), and it will not obligate the Government to conduct discussions or to solicit or entertain proposal revisions. A comparative analysis will not occur during the Phase I evaluation.

4. Phase II: Oral Presentations. Those Offerors not eliminated in the Phase I evaluation shall be notified and invited to the Oral Presentation portion of this evaluation. The evaluations conducted in Phase I shall carry forward into Phase II. No additional written submissions will be allowed. Therefore, the Phase II submission will consist of:

-Volume II, Technical --Subfactor 3, Management Team Integration --Subfactor 4, Sample Tasks Creative Review

D. Instructions outlined in Section III below, prescribe the format for the proposal and describe the approach for the development and presentation of proposal data. These instructions are designed to ensure the submission of necessary information to provide for the understanding and comprehensive evaluation of proposals.

E. If an Offeror believes that the requirements in these instructions contain an error, an ambiguity, omission or are otherwise deemed unsound, the Offeror shall immediately notify the KO in writing with supporting rationale. The Offerors are reminded that the Government reserves the right to award this effort based on the initial proposal, as received, without discussions.

F. In accordance with FAR Subpart 4.8, Government Contract Files, the Government will retain one copy of all unsuccessful proposals. Unless the Offeror requests, otherwise, the Government will destroy extra copies of such unsuccessful proposals.

G. All referenced documents for this solicitation are available on the Federal Business Opportunities (FBO) website at https://www.fbo.gov. Potential Offerors are encouraged to subscribe for real-time e-mail notifications when information has been posted to the website for this solicitation.

H. Debriefings. The KO will notify Offerors who are not selected for award. Upon such notification, unsuccessful Offerors may request to receive a debriefing in accordance with the requirements of FAR 15.505, “Pre-Award Debriefings of Offerors” and FAR 15.506 “Post-Award Debriefings of Offerors.”

I. Offerors are advised that the Government intends to use a non-government consulting firm as advisors during the source selection process. The consulting firm is expressly prohibited from competing on this acquisition or assisting other third parties in regards to this acquisition. The consulting firm is required to execute a nondisclosure agreement with each Offeror that states they will protect the proposal information from unauthorized use or disclosure for as long as it remains proprietary, and refrain from using the information for any purpose other than that for which it was furnished. Each Offeror shall contact the consulting company below to effect execution of such an agreement prior to submission of proposals. Each Offeror shall submit a copy of the signed agreement with its proposal to:

Jones Lundin Beals, Inc.

Attn: David Beals 500 N Michigan Ave., Ste. 600 Chicago, IL 60611-3775

J. Due to the anticipated expense and effort associated with proposing on this acquisition, prospective Offerors are requested to carefully review Sections L & M of this RFP and make a realistic self-assessment of their potential success. Offerors will NOT be compensated for the expense of proposing on this acquisition.

K. This evaluation will be conducted in two interrelated phases. Phase I will consist of evaluation of the written proposals. Phase II will consist Oral Presentations to be held thirty days after the Offerors are notified of the Oral Presentation dates.

L. Important Dates

Events Date Submission of Questions/Exceptions 09 January 2017 Past Performance Submission Due Date 14 February 2017 Proposal Due Date 01 March 2017 Oral Presentations (estimated) 01 May 2017

III. Proposal Preparation Instructions

IMPORTANT: Failure to follow the below proposal preparation instructions may cause a proposal to be deemed unacceptable by the Government.

A. The written proposal shall consist of five (5) separate volumes: General, Technical, Cost/Price, Past Performance, and Small Business Participation.

B. Proposal Format.

1. Offerors shall submit an original and the number of copies described in the below instructions.

2. Exceptions. Offerors are required to meet all solicitation requirements, such as terms and conditions, representations and certifications, and technical requirements, in addition to those identified as evaluation factors or subfactors (Sections A through M). Failure to meet a requirement may result in an offer being ineligible for award.

If the offeror finds it necessary to take exception to any of the requirements specified in this solicitation, the offeror shall clearly identify the applicable Volume and exceptions with a complete explanation of why the exception was taken, what benefit accrues to the Government (if any), and its impact, if any, on the performance, schedule, cost, and specific requirements of the solicitation. Each exception shall be specifically related to each paragraph and/or specific part of the solicitation to which the exception is taken. Offerors are cautioned that taking an exception may render the offer ineligible for award. It is recommended that the Offeror contact the Contracting Officer immediately/prior to solicitation closing upon identifying an area that may result in an exception. This information shall be provided in the format below.

Solicitation Exceptions

Solicitation Document

Page/ Paragraph

Requirement/ Portion

Rationale & Impact

Section B, PWS/SOO/ SOW, Section L&M, etc.

Applicable Page and Paragraph Numbers

Identify the requirement or portion to which exception is taken

Describe The rationale and impact of the exception

Exceptions are due to the Contracting Officer NLT 2:00 PM CST on 09 January 2017.

3. The proposals shall be organized into five distinct volumes. Each volume shall be submitted in its own three ring binder. Each volume shall contain a cover sheet, clearly marked as to volume number, title, copy number, solicitation identification, and the Offeror’s name. The same identifying data should be placed on the spine of each binder. All text shall be single spaced and typed in black on white paper. Black and white requirement does not apply to graphics, photos, company stationary, and logos. Printing shall be easily readable (12 point type or 10 point proportional spacing). Cross-references should be utilized to preclude unnecessary duplication of data between sections. In addition to submitting hard copies of the proposals, digital copies shall be provided on a CD-ROM disk in Microsoft Word, Power Point and/or Excel. File names shall be “Company Name – Initial” for the first submissions. File names of later submissions (if necessary), shall be “Company Name – Revision X” with X indicating the number of the revision. All volumes shall be on a single CD-ROM disk. Page limitations are as follows:

Table 2 – Proposal Organization

Volume Title Page Limits Copies I General N/A 5 II Technical Proposal* 100* 5 III Cost/Price Proposal 75 3 IV Past Performance** 50 2 V Small Business

Participation N/A 3

*The Quality Control Plan and Property Management System narrative is not a part of the page limitation.

**The deadline for submission of this volume is prior to the deadline for the Technical and other Volumes.

4. Proposal Limitation. The proposal shall not exceed the page limits stated above. If the page limits are exceeded, the pages in excess of the limit shall be removed. The Government will not accept any changes to any aspect of the proposal after the closing date of the solicitation. If discussions become necessary, page limitations may be placed on responses to the Evaluation Notices (ENs). ENs are the KO’s written notification to the Offeror for purposes of clarifications, communications, or in support of discussions.

5. Page limits include all appendices, charts, graphs, diagrams, tables, photographs, drawings, etc. The page limit does not include covers for volumes, tables of contents, glossary of abbreviations and acronyms, indices, title pages, cross reference indices, and section dividers/tables if they are inserted solely to provide ease to the reader in locating parts/sections of the proposal. Pages will be counted if they contain any other information, i.e., diagrams, extraneous data, etc. Pages marked “This page intentionally left blank” will not be counted.

6. Page Definition. A page shall be 8 ½ X 11” sheet of paper. When both sides of a sheet display printed material, it shall be counted as two pages. Letter size and spacing requirements for illustrations and tables can be at the discretion of the Offeror but must be easily readable. Fold-outs will be counted as the appropriate number of pages based on an 8 ½ X 11” sheet of paper. Margins shall be at least 1 inch on the top and bottom and ¾ inch on each side. The Offeror shall number each page in order to eliminate any confusion. In the event the Offeror creates an ambiguity in their number of pages, the Government may exercise its own discretion in counting pages.

7. Indexing. Each volume shall contain a more detailed table of contents to delineate the subparagraphs within that volume. Tab indexing may be used to identify sections.

8. Glossary of Abbreviations and Acronyms. Each volume shall contain a glossary of all abbreviations and acronyms used, with a definition for each.

9. Content Requirement. All information shall be confined to the appropriate volume. The Offeror shall 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 shall have a Table of Contents, Summary Section, and Narrative discussion. The Summary Section shall contain a brief abstract of the file. Proprietary information shall be clearly marked.

10. Digital Copy Submission. One digital copy on a Compact Disk (CD) must be submitted along with the hard copy of the proposal. The CD shall be submitted in a protective sleeve. Offerors shall ensure electronic copies are virus free. The digital copy shall be organized into five (5) volumes. Each file/volume name shall be named similar to: VOL 1 – General – Initial, VOL 2 – Technical – Initial, VOL 3 – Cost/Price – Initial, VOL 4 – Past Performance

– Initial, and VOL 5 – SB Participation – Initial.

11. Proposals shall be submitted using any Microsoft Office 2010 through 2013 Suite of Word, PowerPoint, and/or Excel format; if submitting a copy in Adobe Acrobat Portable Document File (PDF), it must be searchable. Sound or video (e.g., MPEG) files shall not be embedded into the proposal files.

a) Each disk shall be externally labored with the title, date, and the proposer’s name.

**Please note – Self extracting .exe files or .zip files are NOT acceptable. The use of hyperlinks in proposals is prohibited.

b) Electronic copies that are not searchable will not be accepted and the proposal will be rejected as non-responsive.

IV. Specific Proposal Volume Content.

A. Volume I – General. The General Volume shall be organized and submitted in the format outlined below.

Failure to follow the below Contract Proposal preparation instructions may cause a proposal to be deemed unacceptable by the Government.

1. TAB A: Cover Letter/Exceptions & Assumptions. Identification and explanation of any exceptions or deviations.

Additionally, any assumptions used in the proposal preparation must be identified. The Offeror shall provide the name, title and telephone number of the company/division point of contact regarding decisions made with respect to your proposal and who can obligate the company contractually, and identify those individuals authorized to negotiate with the Government.

2. TAB B: SF 33 – Solicitation, Offer and Award. The SF – 33 shall be submitted fully and completed. The Offeror is cautioned that the SF – 33 must contain an original signature in Block 17 of the form. The Offeror shall acknowledge any amendments to the RFP in accordance with the instruction on the SF-33, Section L “Instructions to Offerors.”

3. TAB C: Section K (Representation, Certifications, and Other Statements of Offerors). The Offeror shall ensure that Section K is submitted thoroughly completed with all blocks in each certification/representation completed truthfully and completely.

4. TAB D: National Media Buying Volume and Ranking. Offerors shall include a table that provides but is not limited to: Actual 2015 and estimated 2016 media billings placed by the Offeror, in total, and by medium (network broadcast TV, cable TV, spot TV, network radio, spot radio, magazines, newspaper, online display video media, social media, mobile/tablet media, and out of home). This information will be used by the Government to make an affirmative determination of responsibility in accordance with FAR Part 9.1 – Responsible Prospective Contractors.

5. TAB E: Small Business Subcontracting Plan. Each Large Business Offeror shall provide a Small Business Subcontracting Plan that contains all the elements required by FAR Clause 52.219-9. This plan shall be submitted separately from the Small Business Participation proposal, which applies to both large and small businesses. The Subcontracting Plan is not a requirement for evaluation in a source selection, but rather, a requirement for award to a large business and it will be incorporated into any resultant contract. The Department of Defense has established small business goals as an assistance to assure small business receives a fair proportion of DoD goals. The recommended goals for this acquisition are as follows (based on the total proposed subcontract effort): Small Business – 40%; Small Disadvantaged Business – 5%; Woman Owned Small Business – 5%; Hubzone – 2%;

Veteran Owned Small Business – 3%; Small Disadvantaged Veteran Owned Small Business – 3%.

6. TAB F: Confidentiality Agreement. Each Offeror shall submit a copy of the executed confidentiality agreement with the non-government consulting firm with its proposal.

B. Volume II – Technical Volume, Factor 1

1. General. The Technical Volume shall be clear, concise and include sufficient detail for effective evaluation and for substantiating the validity of stated claims in the Offeror’s proposal. Legibility, clarity and coherence are very important. Responses will be evaluated against the Technical factors identified in Section M, “Evaluation Factors for Award.” The proposal should not simply rephrase or restate the Government’s requirements, but rather shall provide convincing rationale to address how the Offeror intends to meet these requirements. Statements that the Offeror understands, can, or will comply with the PWS (including referenced publications, technical data, etc.);

statements paraphrasing the PWS or parts thereof (including applicable publications, technical data, etc.); and phrases such as “standard procedures will be employed” or “well known techniques will be used,” etc., will be considered unacceptable. Offerors shall assume that the Government has no prior knowledge of their facilities and experience, and will base its evaluation on the information presented in the proposal. Proprietary information shall be clearly marked as such.

a) The Offeror shall address as specifically as possible the actual methodology used for accomplishing the PWS tasks. Assumptions must be annotated in the Technical Volume, as well as in the General Volume described above.

The Technical Volume shall be organized according to the following general outline:

-Table of Contents -List of Tables and Drawings -Cross Reference Matrix (if any) -Technical Volume

--Subfactor 1: Management and Organization Approach --Subfactor 2: Sample Tasks Concepts

Technical Responses will be divided into two (2) Phases. Phase I – Written Proposal and Phase II – Oral Presentations.

2. Phase I – Written Proposal, Subfactor (1) – Management and Organization Approach. Responses to this subfactor must discuss the Offeror’s Management and Organization Approach for the basic contract period, to include addressing the highlighted areas outlined in Section M of this solicitation. At a minimum, the Offeror’s proposal shall provide for a clear and concise narrative that:

a) Describes the proposed organizational and management approaches and organization's resources, tools, and systems intended for performance of the contract. A narrative shall be provided to explain why a specific resource or tool would benefit the Army account.

b) Provides an organizational structure chart and narrative to facilitate the evaluation of the Offeror's organization, relevant resource capabilities (e.g. for advertising, traditional media planning and buying, digital/online/social media, multicultural marketing, promotions and event marketing, direct and database marketing and public relations), management techniques, processes, controls and personnel utilized to meet requirements of the Performance Work Statement. The proposal shall also provide resumes including relevant experience for personnel proposed as Key Personnel only. Resumes shall contain the assigned specific duties/responsibilities and the necessary background, qualifications, credentials to successfully accomplish the tasks within the PWS as determined by the Offeror.

c) Provides a narrative outlining the approach or process for seamless communication and coordination for planning and tactical execution between the Agency and the Army, and between the Agency and subcontractors/partners; and how the various Agency groups will work together on behalf of the Army to effectively guide and control all aspects of a national integrated marketing and advertising program.

d) Provides a proposed approach or strategic planning process that explains how the Agency will ensure high level integration across marketing disciplines (including: advertising (traditional and online); media planning and buying;

digital/mobile/social media strategy and content; multicultural marketing; promotions, event and sponsorship marketing; direct, CRM and database marketing; public relations; and strategic planning) and how the Agency measures program success. The proposal shall also provide a narrative or process flowchart outlining the Offeror's proposed approach or processes for task management specifying the steps the Agency will take to ensure thorough and timely communication and follow-up on required Agency tasks.

e) Provides a staffing plan for Core Operations. The staffing plan for Core Operations must clearly depict the total estimated number of hours per competency and shall not contain cost or price information. All cross utilization of personnel shall be clearly explained and depicted to include the percent of Full Time Employee (FTE) commitment clearly detailed. Man-hour matrices shall be provided depicting the proposed labor effort for Core Operations.

Matrices shall include a productive hour breakdown and include labor hour breakdown of proposed subcontracted efforts (shall also not include cost or price information). Employees shall be identified as exempt (salaried) or nonexempt (non-salaried).

f) Provides the proposed fiscal stewardship approach or process detailing of each of the following areas: (1) Managing, tracking, and evaluating media investments, including any processes or approaches to generate media spending efficiencies while maintaining/improving the quality of the Army's media investments; (2) Managing, tracking and evaluation production investments, including any processes or approaches to generate production-spacing efficiencies while maintaining/improving the quality of the end products; (3) Direct marketing/database analytics; and (4) Management of budgets and invoices.

g) The Offeror shall provide a Quality Control Plan to ensure the requirements of the contract are provided as specified, including how the contract will be managed to ensure quality control across all contract services. The Offeror shall also provide a description of the Offeror's Property Management System Plan, and any Customary Commercial Practices (CCP), Voluntary Consensus Standards (VCS), or Industry-Leading Practices (ILP) and standards to be used by the Offeror in managing and acquiring Government Property.

3. Phase I – Written Proposal, Subfactor (2) – Sample Tasks Concepts. Sample Tasks. The sample tasks are provided in Section J, Attachment 2 of this solicitation. Offerors must provide a response to each of the three (3) sample tasks found in Section J, Attachment 3.

a) At a minimum, the Offeror's proposal shall provide for a clear and concise narrative, structured in the following way:

(1) Part 1 - Understanding the Requirement. The Offeror shall provide a narrative that:

(a) Demonstrates its knowledge of the overall sample task requirements, to include the identification of key technical and management aspects of each task (risks, special requirements, assumption) that may impact the proposed solution to or success of the requirement;

(b) Identification and delineation of the team composition proposed to accomplish each task's objectives and rationale supporting the delineation;

(c) Provides strategic understanding of challenges and issues facing Army recruiting and how marketing and advertising communications can be employed to address those challenges and issues in meeting requirements in the Sample Tasks and

(d) Provides the identification of any actual, perceived, or potential organizational conflicts of interest and mitigation plans thereto, associated with the effort for the Offeror and all proposed subcontractors/team members.

(2) Part 2 - Sample Tasks Approach. The Offeror shall provide a narrative that:

(a) Discusses the management team approaches to effectively guide and control all aspects of a national integrated marketing and advertising program;

(b) Provides delineation of the specific technical and management solutions for accomplishing the requirements of the Sample Tasks including:

-The Offeror's planning approach for accomplishing the technical objectives of the task;

-The methodologies for mitigating identified risks and managing special requirements;

-Marketing/creative/media ideas and concepts;

-The management procedures that will be implemented to control all aspects of task performance; and -The proposed allocation of resources (labor, travel, other direct costs) for accomplishing the tasks.

(3) Part 3 – Sample Tasks Specific Qualifications and Experience. The Offeror shall provide a narrative that:

(a) Provides delineation of the proposed team's qualifications and experience as it relates to the specific sample task requirements, to include the identification of personnel proposed and their qualifications (education, skills, and experience);

(b) Provides a description of recent corporate contract/task order efforts (within the past three years) that are directly relevant to the requirements of the task;

(c) Thoroughly identifies expertise and innovative capabilities to respond to the types of situations that may be encountered in the performance of the contract.

4. Phase II –Oral Presentations, Subfactor (3) - Management Team Integration.

a) Each Offeror determined accepted into Phase II will be notified at least thirty days prior to their presentation date, with the exact date and location. The Government anticipates this location to be in the Charlotte, North Carolina area.

b) Schedule and sequence. The Contracting Officer will notify each Offeror in writing of the date and time of the presentation. The Government will randomly draw names to determine the order of appearance of each Offeror.

Offerors shall be prepared in attendance on the date and time designated. The Government reserves the right to reschedule the oral presentation.

c) Government Evaluations. The Government panel attending will include, but not be limited to, members of the Technical Evaluation Board (TEB). Only members of the TEB will evaluate Phase II Management Team Integration presentation.

d) Time Limit: Each Phase II Management Team Integration Presentation will not exceed two hours (to include question and answer session). A government employee shall be designated as the exclusive timekeeper of the presentation.

e) Phase II Q & A Session: Following the Phase II Management Team Integration presentation and a short intermission, the Government panel will conduct a question and answer session. The purpose of this session is for the TEB to request clarification on points addressed in the oral presentation which are unclear or inadequately supported (Offerors shall present their responses orally). In accordance with FAR 15.306(d), the question and answer session conducted during Phase II Oral Presentations will not constitute as discussions.

f) Offeror’s Personnel: Attendance is limited to no more than twelve (12) personnel, preferably personnel who will be assigned to the contract. If portions of the contract are to be subcontracted, subcontractor personnel are encouraged to participate.

g) Media: There are no limitations on the media used to present information during the Phase II Management Team Integration presentations. Offerors shall provide all equipment necessary for their presentations.

h) Slides and Materials: There is no limitation on the type or number of charts or slides that can be presented.

However, only those charts or slides included in the oral presentation will be considered in the evaluation of Subfactor (3). No additional charts, slides, handouts, or materials will be accepted or considered by the government.

i) Video Recording: The Offeror will video record the oral presentation to include question and answer session, and provide that recording (original copy) to the Government for historical record at the conclusion of the presentation.

j) Limitation: The presentation shall not encompass cost/price information in any manner. Including cost/price detail in this portion of the proposal process will result in a finding of noncompliance and elimination from the competition.

5. Phase II – Oral Presentations, Subfactor (4) – Sample Tasks Review.

a) Each Offeror determined accepted into Phase II will be notified at least thirty days prior to their presentation date, with the exact date and location. The Government anticipates this location to be in the Charlotte, North Carolina area. This presentation will be given in the afternoon of the same day as the Management Team Integration Presentation. The Offerors will not be required to provide a Oral Presentation on the Civilian Job Recruiting Initiative task.

b) Schedule and sequence. The Contracting Officer will notify each Offeror in writing of the date and time of the presentation. The Government will randomly draw names to determine the order of appearance of each Offeror.

Offerors shall be prepared in attendance on the date and time designated. The Government reserves the right to reschedule the oral presentation.

c) Government Evaluations. The Government panel attending will include, but not be limited to, members of the Technical Evaluation Board (TEB). Only members of the TEB will evaluate Phase II Sample Tasks Creative Review.

d) Time Limit: Each Phase II Sample Tasks Creative Review will not exceed three hours (to include question and answer session). A government employee shall be designated as the exclusive timekeeper of the presentation.

e) Phase II Q & A Session: Following the Phase II Sample Tasks Creative Review and a short intermission, the Government panel will conduct a question and answer session. The purpose of this session is for the TEB to request clarification on points addressed in the oral presentation which are unclear or inadequately supported (Offerors shall present their responses orally). In accordance with FAR 15.306(d), the question and answer session conducted during Phase II Oral Presentations will not constitute as discussions.

f) Offeror’s Personnel: Attendance is limited to no more than twelve (12) personnel, preferably personnel who will be assigned to the contract. If portions of the contract are to be subcontracted, subcontractor personnel are encouraged to participate.

g) Media: There are no limitations on the media used to present information during the Phase II Sample Tasks Creative Review. Offerors shall provide all equipment necessary for their presentations.

h) Slides and Materials: There is no limitation on the type or number of charts or slides that can be presented.

However, only those charts or slides included in the oral presentation will be considered in the evaluation of Subfactor (4). No additional charts, slides, handouts, or materials will be accepted or considered by the government.

i) Video Recording: The Offeror will video record the oral presentation to include question and answer session, and provide that recording (original copy) to the Government for historical record at the conclusion of the presentation.

j) Limitation: The presentation shall not encompass cost/price information in any manner. Including cost/price detail in this portion of the proposal process will result in a finding of noncompliance and the Offeror will be eliminated from the competition.

C. Volume III, Factor 2, Cost/Price Proposal. The following information provides information and the requirements of the Cost/Price Proposal.

1. General. When a Cost Reimbursement Contract is anticipated the contractor is required to provide sufficient quality and detail to enable the government Price/Cost Analyst (PCA) to perform cost and profit analysis or cost realism analysis. The basic principles to keep in mind while preparing your cost/price proposal are:

a) Show the basis for each cost element estimate and explain the logic, methodology, and data used to determine the estimate. The basis of the Offeror's estimate serves as the credible thread in convincing the reader that the calculations have been researched and is not frivolous.

b) Identify the sources of the basic data supporting your estimates, and show that the estimate is based on current, complete, and accurate data.

c) Clearly identify the facts/judgments used in your estimation, so that facts can be verified and judgment factors can be evaluated.

d) Cost elements must be comparable with and consistent with your statement of work and technical proposal. After contract award, you will be required to claim reimbursement for cost incurred based on reports showing cost incurred by each cost element.

2. All information relating to the proposed cost/price must be included in both hard copy and electronic format.

Electronic versions of the Cost/Price proposal shall be submitted in MS Office Excel format only, and shall NOT be read only or password protected. All formulas, lookup tables, and links shall be intact, and no links shall exist to files not included with the submission. Spreadsheets shall not contain hidden worksheets. PDF or flat files will not be considered adequate. Failure to comply with these formatting requirements may result in rejection of your proposal. Offeror’s shall perform a virus check prior to proposal submission.

3. Volume Organization. The Cost/Price volume shall be formatted in the following way:

a) Table of Contents

b) System Reviews. Information regarding the status of applicable system reviews should be addressed (whether there are adequate accounting systems and purchasing systems)

c) Task Order Pricing Schedule (Sample Tasks + Core Operations Price + Call Center/LEADS Price + CMRA)

d) Task Order Scenario Cost/Price Proposal

(1) Cost/Price Narrative Section

(2) Cost/Price Proposal Section

4. System Reviews.

a) Accounting System. It is anticipated that cost reimbursement type task orders will be awarded under this resulting contract. Prime contractors must have an accounting system that has been determined adequate by the Defense Contract Audit Agency (DCAA) for accumulating and reporting incurred costs under cost type contracts in order to receive cost reimbursable task orders.

(1) The Offeror shall provide evidence of an adequate accounting system as determined by the DCAA. Also, identify any deviations from your standard accounting procedures in preparing this proposal. To initiate this, the Offeror shall fill out the Pre-Award Survey of Prospective Contractor Accounting System Checklist (Attachment 5).

To aide in this aspect of the proposal, the Government also provides DCAA Pamphlet 7641.90, Information for Contractors (Attachment 6).

(2) Offerors, including Joint Ventures, without an adequate accounting system shall email the Contracting Officer to initiate an accounting system review by DCAA. This request shall be submitted immediately upon receipt of this RFP. Offerors are encouraged to initiate this process immediately. Follow the instructions below to request an accounting system review. State in request e-mail that it is the company’s request for an accounting system review.

(3) Joint Ventures. In the accounting system review email request, Joint Ventures shall:

(a) Identify which firm’s accounting system will be used for the recording costs or

(b) Indicate if a new accounting system will be created for the Joint Venture.

(4) An adequate accounting system is not an evaluation criterion. It is a regulatory requirement with a pass/fail determination. Prime contractors shall have an accounting system that has been determined adequate by the Defense Contract Audit Agency (DCAA) for accumulating and reporting incurred costs under cost type contracts. If contractors do not have an adequate accounting system, they may not be eligible to receive a cost type award.

5. Purchasing System. Prime contractors shall also state the status regarding the adequacy of their Purchasing System. The Offeror shall provide the date it was determined adequate and supporting information or a back up letter from an Administering Contracting Officer stating the adequacy for the system.

6. Task Order Cost/Price Schedule. The Government shall award the Core Operations, CMRA, and the Call Center/LEADS for twelve months as the initial task order. Therefore, the pricing schedule shall be submitted fully completed and error free for the Firm-Fixed Price Contract Line Items (CLINs), rounded to the nearest dollar.

Offerors shall provide the proposed prices for the Core Operations, CMRA, Local Support, and Call Center/Leads Operations for the Base Ordering Period, Award Term I, and Award Term II. Subtotal prices for each CLIN and the total price shall also be provided.

7. Sample Tasks Scenario Cost/Price.

a) While the Sample Tasks Concepts will not be awarded, the Government will utilize them to conduct its cost realism analysis to include a most probable cost analysis which will be a part of the Total Evaluated Price.

b) The Government has provided a Sample Cost Workbook (Attachment 3) to aide Offerors in cost proposal development. While it is not mandatory that Offerors utilize this exact workbook, it is highly encouraged that a similar format be utilized. At a minimum the cost elements described in FAR Part 15, Table 15-2 and the elements described in the workbook must be provided. Failure to provide the cost information requested may result in a proposal being determined to be noncompliant.

c) Cost Areas.

(1) See Technical Volume I for additional information required from Offeror. Offeror and any subcontractor(s) will be responsible for ensuring compliance with the Service Contract Act (SCA) for all applicable labor categories. If Offerors believe that labor categories are subject to the SCA, they shall identify such labor categories as "SCA Labor" on their proposal. Offeror shall also disclose the state and county in which the proposed SCA labor categories will be performing its effort, the Wage Determination Schedule used for its proposed SCA labor rates, and the Occupation Code and Title for each proposed SCA labor category. Wage Determinations can be located at the U.S. Department of Labor website at https://www.dol.gov/whd. While wage determinations will not be provided as a part of the solicitation, it is important to note that based upon the Contracting Officer's independent determination prior to award, an applicable DOL wage determiatnion may be incorporated into the resultant task order(s).

(2) Offeror and it(s) subcontractor(s) shall provide whatever information is necessary to help the Government understand why the proposed costs are realistic in its cost narrative. Each Offeror's cost proposal shall contain sufficient quantitative and narrative documentation necessary to adequately support and explain the costs proposed, to include subcontractor proposed costs. Offeror and its subcontractor(s) shall disclose location (contractor site) of each proposed labor categories' performance locations within its cost proposal.

(3) The Offeror shall identify all proposed subcontractors and the contract type the Offeror has with each subcontract in its cost narrative. In accordance with FAR 5.404-3(b) the prime contractor or subcontract will - (1) conduct appropriate cost or price analyses to establish the reasonableness of proposed subcontract prices; (2) Include the results of these analyses in the price proposal. Offerors shall ensure that the appropriate analysis is completed IAW the subcontractor contract type and relationship; Cost Reimbursement Contracts (CPFF, CPAF, COST, etc.)

shall be Cost Analysis, and Fixed-Price contracts shall be price analysis. IAW FAR 15.404-3, if the prime or subcontractor relied upon its approved purchasing system to establish its subcontracts, they shall state so and provide documentation of their approved purchasing system (including date of approval) within its Cost Narrative.

(4) Reference FAR 15.404-3, if the Prime Contractor is unable to obtain the required documentation from its subcontractors in order to conduct the appropriate cost or price analysis as required, the subcontractor shall provide the information directly to the Government following the submission instructions of the RFP. However, the Prime Contractor and its subcontractor in these scenarios shall provide the rationale detailing exactly why the Prime contractor is unable to conduct the required price or cost analysis as required by 15.404-3 in their Cost Narrative.

For example, if a cost analysis is required for a subcontractor and that analysis requires a breakout of the individual cost elements to a prime and a subcontractor is unable to provide their proprietary data to the prime, the prime may then do a total price analysis per FAR 15.404-1(b) and the subcontractor shall submit their proprietary cost breakdown directly to the Government.

d) In accordance with FAR 15.403-1(b), data other than certified cost or pricing data is required to support cost realism. Each Offeror’s and subcontractor’s (see item 4 above) cost proposal shall be broken out by cost element as specified in FAR 15.408, Table 15-2, and in further supporting detail as shown in the SAMPLE cost breakdown provided in the RFP. If a subcontractor submits directly to the Government (reference item 4 above), the subcontractor’s Cost Narrative and Cost Proposal shall contain all required documentation applicable by the cost volume for this RFP.

e) Cost Element Support:

In support of the proposed Direct Labor Rates, the Offeror and its subcontractor(s) shall provide documentation of the most recent Direct Labor Rates as presented in Attachment 3, to include at least one of the following (1, 2, 3, or 4):

(1) Forward Pricing Rate Agreements (FPRA) with Defense Contract Audit Agency (DCAA) or Defense Contract Management Agency (DCMA); or Forward Pricing Rate Recommendations (FPRR) from DCAA or DCMA; or DCAA/DCMA approved Compensation Rate Tables mapped to the Labor Categories proposed;

(2) Letter(s) of Intent (LOIs) that include but are not limited to:

-Position -Direct hourly rate -Submitted o Offeror’s or subcontractor’s letterhead -Signed by the employer and prospective employee -State that the LOI is for RFP W9124D-16-R-0046 -Payroll records and/or paystubs showing Rate of Pay, and referenced to the Labor Category in the proposal

(3) Salary Survey data that includes, but is not limited to:

- Source of Data -Job title and description -Geographic location -Range of salary amounts with reference to applicability of amounts

(4) NOTE: When salary surveys are used to support proposed direct labor rates, Offerors are encouraged to propose a direct labor rate for each category within the range of the 25th to 90th percentiles of the survey data. If an Offeror’s proposed direct labor rate is either higher or lower than this range:

-It must explain the plan of action for filling the position in its cost narrative -The proposed cost may be determined NOT fair and reasonable and/or NOT realistic if unsupported.

(5) In support of the proposed Indirect Expense Rates, Offeror and its subcontractor(s) shall provide documentation of the most recent Indirect Expense Rates, to include at least one of the following (a, b, or c):

(a) FPRAs with DCAA or DCMA; or

(b) FPRR with DCAA or DCMA; or

(c) Forward Pricing Rate Proposal (FPRP), Approved Provisional Rates Proposal or other statement of current rates including three (3) years of Incurred Cost Submissions to DCAA detailing pools and bases (by expense accounts) information that validates the calculations; or three (3) years historical actual detailing pools and bases (by expense accounts) information that validates the calculations. c) In the Cost/Price Narrative Section, provide an explanation of the method of cost build-up, including the basis used in applying rates and factors. The source of rates and factors shall be identified. For instance, if a Forward Pricing Rate Agreement is in existences that should be noted.

If the…