Amendment_1_-_W9124J-16-R-0080.pdf

0010844498

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 modify Section L&M, revise PWS, add clause 52.216-7 and attach Questions and Answ ers. The due date remains unchanged 25 July 2016.

1. CONTRACT ID CODE PAGE OF PAGES

S 1 14

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

16C. DATE SIGNED

BY 13-Jul-2016

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 W9124J-16-R-0080

X 9B. DATED (SEE ITEM 11)

24-Jun-2016

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 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

13-Jul-2016

CODE

MICC - FSH

ATTN: MICC - FSH

2205 INFANTRY POST RD

210-466-2145

FORT SAM HOUSTON TX 78234-1361

W9124J 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

W9124J-16-R-0080

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION I - CONTRACT CLAUSES

The following have been added by reference:

52.216-7 Allowable Cost And Payment JUN 2013

SECTION L - INSTRUCTIONS, CONDITIONS AND NOTICES TO BIDDERS

The following have been modified:

PROPOSAL INSTRUCTIONS

SECTION L

INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

A. SOLICITATION/PROPOSAL REQUIREMENTS

1. Proposals shall be submitted prior to the closing date and time identified on the SF-33. The General, Technical, Price, and Past Performance volumes, will constitute of the Offeror’s complete “proposal” for the subject services and shall be submitted NOT LATER THAN 2:00 P.M. CENTRAL STANDARD TIME (CST) ON 25 July 2016 to:

Mission and Installation Contracting Command, Fort Sam Houston (MICC-FSH)

Attn: Regina Espinoza

2205 Infantry Post Road

Fort Sam Houston, TX 78234

2. Electronic proposals will not be accepted.

3. The point of contact responsible for supplying additional information and answering all inquiries is the

Contracting Officer via the Contract Specialist. Address all questions or concerns the offeror may have to the

Contract Specialist.

Contracting Specialist: Regina Espinoza, regina.m.espinoza.civ@mail.mil, and

Contracting Officer, Jon P. Martel, jon.p.martel.civ@mail.mil.

All questions regarding this solicitation shall be submitted in writing via email. 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 Strong Bonds, Logistics Support W9124J-16-R-0080. The deadline for the submittal of all Questions/Comments/Exceptions is 1 July 2016 at 2:00 P.M. CST

4. Site Visit. The Government will not hold a site visit.

B. General Instructions mailto:regina.m.espinoza.civ@mail.mil mailto:jon.p.martel.civ@mail.mil

1. The selection of a source for award purposes will be conducted utilizing source selection (negotiated) procedures as delineated in FAR Part 15.3. Offers will be evaluated using the criteria under Section M, “Evaluation

Factors for Award.” Noncompliance with the Request for Proposal (RFP) requirements may hamper the

Government's ability to properly evaluate the proposal and may result in elimination of the proposal from further consideration for contract award. In order to be awardable every non-price factor/subfactor must receive an acceptable rating.

2. 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 Performance Work Statement, and contract type.

Proposals will be evaluated for acceptability, but not ranked using the non-price factors/subfactors. In order to be considered awardable, there must be an “acceptable” rating in every non-price factor/subfactor.

3. It is the Government’s intention to award without discussions. Offerors are encouraged to present their best technical proposal and prices in their initial proposal submission. However, in accordance with (IAW) FAR Part

15.306, should discussions become necessary, the Government reserves the right to hold them. If this occurs, a competitive range will be determined and offerors notified. The competitive range may be limited for purposes of efficiency IAW FAR Part 15.306 (c)(2).

4. Instructions outlined in paragraph C 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.

5. 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 offeror is reminded that the Government reserves the right to award this effort based on the initial proposal, as received, without discussion.

6. 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.

7. All referenced documents for this solicitation are available on the Federal Business Opportunities

(FedBizOpps) website at http://www.fedbizzopps.gov. Potential offerors are encouraged to subscribe for real-time e-mail notifications when information has been posted to the website for this solicitation.

8. Debriefings. The KO will promptly notify offerors of any decision to exclude them from the competitive range, whereupon they may request and receive a debriefing in accordance with FAR 15.505. The KO will notify offerors who were in the competitive range of the source but were not selected for award in accordance with FAR

15.503(b). Upon such notification, unsuccessful offerors may request and receive a debriefing in accordance with the requirements of FAR 15.506.

C. Proposal Preparation Instructions

1. Offeror’s proposal shall consist of five (5) volumes:

Volume I – General

Volume II – Technical Capability

Volume III - Financial Capability

Volume IV – Past performance

Volume V – Cost/Price

2. Proposal Format

(a) Offerors shall submit an original and the number of copies listed in paragraph (c) below of their proposal.

http://www.fedbizzopps.gov/

(b) 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 and subfactors (Sections A through M). Failure to meet a requirement may result in an offer being ineligible for award. Any assumptions, exceptions or deviations must be addressed and communicated to the Contracting

Officer by 1 July 2016 at 2:00 P.M. CST, which is prior to the closing of this solicitation. 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. This information shall be provided in the format below.

Table 1 - 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

(c) The proposals shall be organized into five (5) separate volumes and placed on Two (2) CD/DVD-

ROMs which shall be submitted containing an electronic version of all volumes in a protective sleeve. The disk shall be provided on CD/DVD-ROM disk in Microsoft Word, PowerPoint and/or Excel as outlined in

Table 2. The file name shall be “Company Name – Initial” for the first submission. The file name of later submissions (if necessary), shall be “Company Name – Revision X’ with X indicating the number of the revision. Page limitations are as follows:

Table 2

VOLUME TITLE NO. OF

DIGITAL

COPIES

(CD/DVD

ROM)

PAGE LIMITS

I General

2 N/A

II Technical Capability 2 50

III Financial Capability 2 N/A

IV Past Performance 2 4 pages per reference

V Cost/Price 2 N/A

(d) Proposal Limitation. The proposal shall not exceed the limits stated above. If the page limits are exceeded, the pages in excess of the limit shall be removed and returned, unread, to the offeror. The Government will not accept any changes to the contractor’s proposal after the closing date of the solicitation (See FAR 15.208 for further information regarding late proposals). If discussions become necessary, page limitations may be placed on responses to Evaluation Notices (ENs). The specified page limits for EN responses will be identified in the letters forwarding the ENs to the offerors. Two (2) CD/DVD-ROMs shall be submitted containing an electronic version of all volumes in a protective sleeve. The digital copy of Volumes I-V shall be submitted using any Microsoft Office

2003 thru 2007 Suite of Word, PowerPoint, and/or Excel format; if submitting a copy in Adobe Acrobat Portable

Document File (PDF), it must be searchable. Electronic copies that are not searchable will not be accepted and the proposal will be rejected as non-responsive. Offerors shall ensure electronic copies on CD/DVD-ROM are virus-free. Sound or video (e.g. MPEG) files shall not be embedded into the proposal files. The use of hyperlinks in proposals is prohibited. Each file name shall be “Company Name –Volume Number- Initial Proposal”.

(e) Page Limit Includes: All appendices, charts, graphs, diagrams, tables, photographs, drawings, etc.

(f) 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.

(g) What Counts As A Page? A page shall be an 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 3/4 inch on the side. The

Contractor shall number each page in order to eliminate any confusion. In the event contractor creates an ambiguity in their numbering of pages, the Government may exercise its own discretion in counting pages. In the event contractor creates an ambiguity in their numbering of pages, the Government may exercise its own discretion in counting pages.

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

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

3. Proposal Content

(a) Volume I – General. Offerors are required to submit a completed SF 33 (Solicitation, Offer and Award)

(including acknowledgment of Amendments), Section B, and Section K. All final monetary extensions shall be in whole dollars only. Failure to follow the below Contract Proposal preparation instructions may cause your proposal to be deemed unacceptable by the Government. The General Volume shall be organized as follows and contain the identified information.

TAB A, Solicitation, Offer and Award – The Offeror shall provide a cover letter which provides 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 your company contractually. Also, identify those individuals authorized to negotiate with the

Government. The SF-33 shall be submitted fully completed to include completing Blocks 12-18 known as the Offer and include all Representation, Certifications, Other Statements of Offerors, Section B, and Section K. 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 instructions on the SF-33, FAR 52.215-1(b), Instruction to Offerors—Competitive Acquisition, and Section L: Instructions, Conditions, and Notices to Offerors or Respondents.

TAB B, Complete FAR clause 52.204-8-Annual Representations and Certifications; FAR Clause 52.219-1-Small

Business Program Representations and FAR Clause 52.222-22-Previous Contract and Compliance Reports and

DFARS Clause 252.204-7007-Alternate Annual Representations and Certifications. The Offeror shall ensure that these clauses are submitted thoroughly completed with all blocks in each certification/representation completed truthfully and completely.

TAB C, SBA-Approved Joint Venture Agreement (JVA), if applicable. In the event the Offeror is a joint venture, the Offeror shall provide a copy of the JVA signed by all partners. The JVA shall specify the rights and responsibilities of each partner and shall identify the managing partner. In addition, the Offeror shall provide a summary narrative that specifically delineates what each partner will do in regard to performing the contract. The responsibilities of the managing partner are significantly more important than the responsibilities of all other partners combined.

TAB D, Verification of Adequate Accounting System. This contract will include Cost CLINs. 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. This determination is required in order to comply with FAR 16.301-3(a)(3), which states that a cost-reimbursement contract may be used only when the contractor’s accounting system is adequate for determining costs applicable to the contract. An opinion rendered by a Certified Public Accountant (CPA) cannot be substituted for the DCAA determination.

The offeror shall provide evidence of an adequate accounting system as determined by the DCAA. Provide the

DCAA audit report number, date and results. Also, identify any deviations from your standard accounting procedures in preparing this proposal.

If your Accounting System has not been reviewed by DCAA, you shall submit the following information: 1)

Company’s Full Name; 2) DUNS Number and Cage Code; 3) Company Point of Contact and Phone Number; 4)

Company Address Where Accounting Records are Held; 5) Cognizant DCAA Office (Refer to http://www.dcaa.mil/conus.aspx to obtain the Address, DCAA POC, Phone Number and Email Address); 6)

Cognizant DCMA Office (Address, DCMA POC, Phone Number and Email Address); and 7) Indicate if you are proposing as a prime, JV, or team member.

You will also be required to submit a Preaward Survey of Prospective Contractor Accounting System Checklist, Refer to http://www.dcaa.mil/preaward_accounting_system_adequacy_checklist.html

The above information shall be sent by email to the KO/KS immediately upon receipt of the RFP but no later than 10 days after release of the RFP. The information shall be sent to jon.p.martel.civ@mail.mil and regina.m.espinoza.civ@mail.mil to initiate an accounting system review by DCAA. The email subject line should read: “W9124J-16-R-0080, Request for Accounting System Review.”

Failure to follow the above Cost Proposal preparation instructions may cause your proposal to be deemed unacceptable by the Government.

(b) Volume II – Technical Capability (Factor 1)

(1) 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. Your responses will be evaluated against the Technical factors defined 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 offeror's proposal. Elaborate brochures or documentation, binding, detailed art work, or other embellishments are unnecessary and are not desired.

(2) The Technical Volume shall, at a minimum, be prepared in a form consistent with the Performance

Work Statement (PWS) and the evaluation criteria for award set forth in Section M of this solicitation. The section shall be prepared in an orderly format and in sufficient detail to enable the Government to make a thorough evaluation of the contractor’s technical competence and ability to comply with the contract task requirements specified in the PWS. The offeror shall address as specifically as possible the actual methodology you would use for accomplishing the PWS tasks. The volume shall be organized according to the following general outline:

http://www.dcaa.mil/conus.aspx mailto:jon.p.martel.civ@mail.mil mailto:regina.m.espinoza.civ@mail.mil

Sub-Factor 1: Management Approach

(1) An organizational chart identifying the management structure of key personnel with a description of roles and responsibilities required to fulfill the tasks outlines in this requirement. Inclusive in this chart shall be a listing of personnel who will be working this requirement, their roles, and a notation of whether or not they will be working in a full-time capacity (full-time capacity is defined as 40-hours per any given seven-day weekly period.)

(2) A narrative fully demonstrating the management control system that will be used to effectively accomplish multiple and complex tasks simultaneously as well as how the Offeror will update the

Government and bring matters to the attention of the Government.

(3) A suggested spreadsheet format, for example Excel®, or other tracking mechanism to be created and used during the entire life cycle of the contract whereby all events, by week, by month, and summary are clearly documented which evidence when the events occurred, where, breakdown of costs as noted in the PWS, and any other identifying information. This spreadsheet shall be the government's property and it shall be created in a format to be used as a global tracking mechanism for the Government's benefit. The spreadsheet format may receive minor adjustments throughout the life cycle of contract to fit the customer's needs, hence the successful contractor should build the same which permits a certain degree of flexibility and ease of transmission from contractor to customer.

Sub-Factor 2: Staffing Approach/Key Personnel:

The following items shall also be included in the Staffing Approach. To be included:

(1) A detailed list of the labor categories, number of personnel proposed for each labor category and associated labor hours deemed necessary to perform the requirement for each monthly period.

(2) Provide in detail your scheduling approach to reflect the number of people required;

(3) Provide with your proposal, personnel information demonstrating they possess all requisite training and skill sets as required to book, manage, organize, and coordinate all lodging, meals, transportation, child care, and other allied services as well as provide an effective overall management and logistical control over all events to include the ability maintain an accurate summary spreadsheet as required in the PWS which is a required deliverable at the end of the POP. Contractor must identify key personnel by name and provide accompanying resumes.

(4) Any other explanations or supporting data (matrix, charts, or other graphics) determined necessary for the Government to fully understand your methodology and approach.

(c ) Volume III - Financial Capability Analysis (Factor 2)

(a) The offeror shall provide their last three years of financial documents for Government review and analysis to help determine the Z Score:

The offeror shall provide, for itself and its major subcontractors, financial information sufficient to allow the Government to make a determination as to the company's financial condition. The following list is to be used as a guideline; however deviation from the format specified below will not be considered grounds for disqualification from the competition so long as the information provided constitutes a reasonable substitute:

(1) The most recent three years of financial statements (preferably audited) or SF 1407. The Government reserves the right to audit all unaudited financial statements.

(2) Financial statements shall include information routinely quantify to get a Z Score as outlined in Section

M (Factor 2- Financial Capability. This Information is normally part of offerors financial statements and must be certified by a Certified Public Accountant.

(a) Balance Sheet

(b) Income Statement

(c) Statement of Cash Flows

(d) Statement of Retained Earnings

(e) Footnotes to the Financial Statements

(f) Copy of the Certified Public Accountants Opinion Regarding the Financial Statements Submitted

(g) Copy of the current Annual Report if available

(3) Financial statements should pertain to the business units that will actually be performing the work.

a. If the company to be performing the work is a division of a parent company where the parent company is financially responsible for the operations of the division, audited financial statements for the parent company will suffice. In this case, the company should provide legal documentation to support the existence of such a relationship.

b. If the company to be performing the work is a subsidiary of a parent company where the parent company is not financially responsible for the operations of the subsidiary, audited financial statements of a parent company are generally not a sufficient substitute unless the following condition exists:

(1) If the company obtains and furnishes to the PCO a written supplement to the CPA firm's existing statement regarding the parent company's financial statements, this supplement should clearly state that an independent auditor has reviewed the subsidiary's or division's financial statements as submitted in response to this RFP and has found the subsidiary/division to be an accurate representation of that business unit's financial condition as of the date of those statements.

(2) If the company to be performing the work is a joint venture, Limited Liability Company, or similar type of entity, the company should submit the financial statements of all the participating firms. This includes any financial statements, pro forma or otherwise, that exist for the performing entity. The company should also submit legal documentation clearly disclosing the conditions of the business arrangement and the attendant financial terms.

(b) OR the offeror shall submit Financial documents and Business Credit Report for itself and its major subcontractors:

The offeror shall provide current financial statements, current open credit lines, current business credit report and pro forma financial statements for future years. This information will be used to evaluate your firm's financial capabilities.

(d) Volume IV - Past Performance (Factor 3)

a. Past Performance information described herein is required on the Offeror and all subcontractors, teaming partners, and/or joint venture partners proposed to perform any portion of the proposed effort based on the total proposed price. The Offeror shall submit, along with the information required in this paragraph, a consent letter, executed by each subcontractor, teaming partner, and/or joint venture partner, authorizing 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 shall also submit a client authorization letter, authorizing release to the Government of requested information on the Offeror’s performance.

b. In conducting the Past Performance evaluation, the Government reserves the right to use both the information provided in the Offeror’s Past Performance Volume and information obtained from other sources, such as the Past Performance Information Retrieval System (PPIRS), Federal Awardee Performance and

Integrity Information System (FAPIIS), Electronic Subcontract Reporting System (eSRS), or other databases; and may be obtained from other sources available to the Government, such as Defense Contract Management Agency

(DCMA) and commercial sources.

c. The Offeror shall include documentation regarding their relevant past performance. The past performance data shall document a successful history of past contract performance. To illustrate the Offeror’s past performance, the following documentation shall be submitted:

(1) The Offeror shall provide documentation outlining the Offeror’s past performance with contracts, as a prime or major subcontractor, which is the same or similar in nature, size, number of events and complexity to the services being procured under this Solicitation. The submittal shall include rationale on how it was determined that the work performed previously was the same or similar in nature, size, and complexity to the work specified by this solicitation. Non-Government contracts may be used if Government contracts are not available. The documentation shall be submitted in the following format:

--Contract Number, Award Date and Contract type.

--Price/Cost – original awarded AND final (or projected final, if contract is current).

--Delivery Schedule – original AND final (or projected final, if the contract is current).

--Address and telephone number for the Government (or commercial) procuring contracting activity AND contract administrative activity (if applicable).

--Name, telephone number, fax number and e-mail address for the following:

--Procuring Contracting Officer (PCO)

--Administrative Contracting Officer (ACO)

--Government or commercial technical representative or Contracting Officer Representative

(COR)

--A narrative explanation on each contract listed describing the objectives achieved and the following data:

any cost growth or schedule delays encountered. For any Government contracts which did not/do not meet original requirements with regard to cost, schedule, or technical performance, a brief explanation of the reason(s) for such shortcomings and any demonstrated corrective actions taken to avoid recurrence.

--A copy of any cure notices or show cause letters received on each contract listed and a description of any corrective action by the Offeror or proposed subcontractor.

d. Offerors are reminded that both independent data and data provided by Offerors in their proposals may be used by the Government to evaluate Offeror past performance. However, the burden of providing thorough, complete, and current past performance information as requested in this paragraph remains with the Offerors. In the case of an Offeror without a record of relevant past performance or from whom information on past performance is not available or so sparse that no meaningful past performance rating can be reasonably assigned, the Offeror may not be evaluated favorably or unfavorably. In the context of acceptability/unacceptability, “unknown” shall be considered “acceptable” for the purposes of this evaluation.

(e) Volume V – Cost/Price (Factor 4) Price will not be scored or rated.

a. All pricing information shall be addressed in the completed RFP. Information shall be limited to CLIN level information as specified in Section B of the RFP.

b. All information relating to the proposed price must be included in electronic format.

Electronic versions of the price proposal shall be submitted on a CD/DVD-ROM in a format compatible with

Microsoft Office (2007 or earlier) as further delineated below, and files should not be read only or password protected. All Excel formulas, lookup tables, and links should be intact, and no link should exist to files not included with the submission. Excel workbooks should not contain hidden spreadsheets. PDF or flat files will not be considered adequate pricing. Failure to comply with these formatting requirements may result in rejection of your proposal. Offerors’ submittals shall be free of viruses, Trojans, spyware, and other malicious code for which appropriate detection and removal/quarantine software exists

c. Only CLIN level pricing information is required for the Firm Fixed Price (FFP) CLINs.

Certified cost or pricing data is not anticipated for the award of this contract since adequate competition is anticipated; however, the Government reserves the right to request such information should it become necessary consistent with Federal Acquisition Regulation (FAR) Subpart 15.4, Contract Pricing. For Other Direct Cost (ODC) and Travel Cost CLINS, use the Government provided Estimated Cost amount. If a material handling rate will be applicable to the NTE CLINs, provide the rate with your proposal, which will then become part of the contract.

Also note that fee will not be applicable to these Cost CLINs.

SECTION M - EVALUATION FACTORS FOR AWARD

The following have been modified:

EVALUATIONS FACTORS

B. BASIS FOR AWARD AND EVALUATION CRITERIA (Section M)

a. Basis for Contract Award

(1) This is a best value, lowest price technically acceptable source selection conducted in accordance with

Federal Acquisition Regulation (FAR) 15.3, Source Selection, as supplemented by the Defense Federal Acquisition

Regulation Supplement (DFARS), and the Army Federal Acquisition Regulation Supplement (AFARS). Award will be made to a single offeror who is deemed responsible in accordance with the Federal Acquisition Regulation

(FAR), whose proposal conforms to the solicitation requirements, and whose proposal, judged by an overall assessment of the evaluation criteria and other considerations specified in this solicitation, represents the Lowest

Priced Technically Acceptable offer.

(2) Trade-offs between cost/price and non-cost/price factors are not permitted. Unreasonably high/unrealistically low, unbalanced, inaccurate or incomplete price proposals, may be the grounds for eliminating a proposal from competition.

(3) The Government will evaluate proposed prices for reasonableness using price analysis techniques.

Proposed prices evaluated as unreasonable may be grounds for eliminating a proposal from competition.

(4) The offeror must complete and submit the Preaward Survey of Prospective Contractor Accounting

System Checklist to substantiate Accounting System Design and function relating to (Direct and Indirect) Cost

Accumulation and Reporting IAW with FAR Part 31.

(b) Award for All of the Work. The Government intends to award one (1) contract as a result of this solicitation.

As set forth in FAR 52.215-1 (f)(4), the Government intends to evaluate proposals and award a contract without discussions with offerors (except clarifications as described in FAR 15.306(a), Clarifications and award without discussions). Therefore, the offeror’s initial proposal should contain the offeror’s best terms from a cost or price and technical standpoint. The Government reserves the right to conduct discussions if the Contracting Officer later determines them to be necessary. In the event that discussions are held, a competitive range determination will be made. If the Contracting Officer determines that the number of proposals that would otherwise be in the competitive range exceeds the number at which an efficient competition can be conducted, the Contracting Officer may limit the number of proposals in the competitive range to the greatest number that will permit an efficient competition among the most highly rated proposals.

Evaluation Criteria

(1) Evaluation criteria consist of factors and Subfactor listed below. The proposals will be evaluated under four (4) evaluation factors:

Factor 1: Technical Capability

Subfactor 1: Management Approach

Subfactor 2: Staffing Approach/Key Personnel

Factor 2: Financial Capability Analysis

Factor 3: Past Performance

Factor 4: Cost/Price

(2) Volume II - Technical Capability (Factor I). The Technical Factor evaluation provides an assessment of the offeror’s capability to satisfy the Government’s minimum requirements.

Subfactor 1: Management approach – To be considered acceptable, the Offeror must be able to clearly explain in detail:

a. The level of understanding and detail will be evaluated to ensure an in-depth understanding of the contract requirements. The Government will evaluate the offeror's overall approach to manage all logistical aspects required to successfully book rooms, arrange for meals, arrange for child care, arrange for transportation, and other ancillary / allied services required to provide all 3000 training events, meetings, and other deliverables. The Offeror’s management structure of personnel, lines of communication, management control system, and scheduling approach will be evaluated to determine if they represent a sound, comprehensive and feasible approach. The management approach for adapting to changing priorities, enhancing customer service, ensuring adequate levels of performance are maintained, and procedures for problem resolution will be evaluated to ensure a sound and comprehensive approach. The event planning services as required shall be covering 3000 events per year in CONUS/OCONUS as well as six projected training events including reporting requirements.

Subfactor 2: Staffing Approach/Key Personnel – To be considered acceptable, the Offeror must be able to clearly explain in detail:

a. The offeror must thoroughly demonstrate that it has sufficient personnel to successfully manage and execute all scheduled training events in accordance with the PWS. If must likewise demonstrate it has sufficiently trained an experience staff to reserve, book, and retain all teaming partners and all required services necessary for successful event planning services which cover a multi-state - multi-time zone area.

There are approximately 750 events per quarter, with a blend of A & B events and C/D events, plus other training and travel, reporting, and record keeping requirements, each vendor shall describe how its staffing approach can cover these diverse requirements.

b. The proposed (2) two key personnel must have at least a bachelor’s degree from an

Accredited college or university plus (5) five years of experience in accordance with the PWS requirements.

Accreditation must be from either the Council for Higher Education Accreditation or the U.S. Department of

Education. A signed letter of commitment from the individuals named in the resumes.

The Technical Factors will be evaluated on an “acceptable” or “unacceptable” basis. The subfactor ratings will be used to determine an overall for the factor.

Table A-1. Technical Acceptable/Unacceptable Ratings

Ratings Description

Acceptable Proposal clearly meets the minimum requirements of the solicitation

Unacceptable Proposal does not clearly meet the minimum

Requirements of the solicitation

(c) Volume III - Financial Capability (Factor 2)

Altman Z Score or Financial information and Business Credit Report

1. The Altman Z-Score, developed by finance professor Edward Altman will be used to evaluate Financial

Capability. A mathematical formula that generates a number that tells you how likely a company is to head toward serious financial difficulty in about two years or less. The Z-Score uses multiple corporate income and balance sheet values to measure the financial health of a company. For evaluation purposes, the Government will use the

Altman Z-Score for non-manufacturing/ service companies. This Z-Score is a linear combination of four (4) common business ratios, weighted by coefficients. Below is the Z-Score Model that will be used and the Zones of

Discrimination.

To be considered acceptable the offeror must demonstrate they are in the “Safe” Zone, which is a Z-Score above 2.6.

Z-Score Model: Z = 6.56X1 + 3.26X2+ 6.72X3+ 1.05X4

X1 = (Current Assets – Current Liabilities) / Total Assets

X2 = Retained Earnings / Total Assets

X3 = Earnings Before Interest and Taxes / Total Assets

X4 = Book Value of Equity / Total Liabilities

Zones of Discriminations:

Z > 2.6 = “Safe” Zone

1.1 < Z < 2.6 = “Grey” Zone

Z < 1.1 = “Distress” Zone

2. OR

Financial information and Business Credit Report: To be considered acceptable the offeror must be in good financial standing.

This factor will be evaluated on an “acceptable” or “unacceptable” basis.

Adjectival Rating Description

Acceptable Proposal clearly meets the financial responsibility of the solicitation

Unacceptable Proposal does not clearly meet the financial responsibility of the solicitation

(d) Volume IV- Past Performance (Factor 3)

The Past Performance Evaluation Team will conduct a structured past performance evaluation that examines an offeror's relevant and recent past performance record to determine its ability to perform as proposed. This will be assessed at the Past Performance factor level. The Past Performance evaluator will begin with the first proposal and evaluate it individually by documenting the results using the Past Performance Individual Assessment Form.

Potential sources of performance data are government sources such as Past Performance Information Retrieval

System (PPIRS), Federal Awardee Performance and Integrity System (FAPIIS), Contractor Performance

Assessment Reporting System (CPARS), and/or other non-government sources.

Past Performance evaluation will be performed as follows:

(i) The Past Performance evaluation team will review the past performance information (referenced contracts) provided by the offerors in their proposal and any other past performance information independently uncovered

(including joint venture partner(s) and major and critical subcontractor(s) past performance. The team will first determine if the past performance information is relevant or not relevant to the effort to be acquired (same or similar in nature of work, size, and complexity) and is recent (not more than three years for services from the date of issuance of the solicitation). To establish what is relevant for the acquisition, consideration will be given to what aspects of an offeror’s contract performance history would give the most confidence that the offeror will satisfy the requirements of the contract that is contemplated to be awarded as a result of the evaluation of proposals in the current procurement. Secondly, the team will determine how well the contractor performed on the prior contracts.

In the case of an offeror without a record of relevant past performance or for whom information on past performance is not available or so sparse that no meaningful past performance rating can be reasonably assigned, the offeror may not be evaluated favorably or unfavorably on past performance (see FAR 15.305 (a)(2)(iv)). Therefore, the offeror shall be determined to have unknown or neutral past performance. In the context of acceptability/unacceptability, a neutral rating shall be considered “acceptable.”

(ii) If recent and relevant performance information is available for a referenced contract (or for a contract independently uncovered), then the members will use these for evaluation rating purposes. If adverse performance is annotated then the offeror shall be provided an opportunity to address the adverse finding.

(iii) Upon reviewing all of the past performance information for an offeror, the team will then rate the past performance factor utilizing the Past Performance Individual Assessment Report in accordance with the evaluation criteria and rating methodology contained in this SSP and Section M of the solicitation. Clarification requests entail the team contacting an offeror to clarify any annotated adverse past performance information or to determine relevancy. The Past Performance evaluators shall prepare a written Past Performance Report of their findings.

Past Performance Acceptable/Unacceptable Rating Method

Adjectival Rating Description

Acceptable Based on the offeror’s performance record, the

Government has a reasonable expectation that the offeror will successfully perform the required effort, or the offeror’s performance record is unknown.

Unacceptable Based on the offeror’s performance record, the

Government has no reasonable expectation that the offeror will be able to successfully perform the required effort.

(e) Volume V – Cost/Price (Factor 4)

Cost/Price will not be scored or rated. The offeror’s proposed Cost/Price will be evaluated for reasonableness and balance.

(1) Reasonableness: Price analysis will be performed on the FFP CLINs. The existence of adequate price competition is expected to support a determination of reasonableness. Other price analysis techniques in accordance with FAR 15.404-1(b) may be used to further validate price reasonableness. If adequate price competition is not obtained, then the Government reserves the right to request Certified Cost or Pricing Data should it become necessary consistent with FAR Subpart 15.4, Contract Pricing. Unreasonably high prices, as it applies to the FFP

CLINs, may be grounds for eliminating a proposal from competition.

(2) Balanced Pricing – Offerors are cautioned against submitting an offer that contains unbalanced pricing.

Unbalanced pricing exists when, despite an acceptable total evaluated price, the price of one or more contract line items is significantly overstated or understated as indicated by the application of cost or price analysis techniques.

Offers that are determined to be unbalanced may be rejected if the lack of balance poses an unacceptable risk to the

Government.

(3) Total Evaluated Price (TEP) – The TEP to be used for determining best value will be calculated as follows:

(a) The evaluated price for the FFP CLINs (0001,0002,0007,0008,) is the unit price proposed for the CLIN multiplied by the quantity specified in Section B of the RFP for that CLIN.

(b) ODC Cost CLINs and Travel NTE CLINs - The evaluated price for these CLINs is the amounts provided by the Government plus the material handling amount proposed by the offeror (The material handling amount is the product of the amount provided by the Government and the material handling rate proposed by the offeror).

(c) As part of price evaluation, the government will evaluate its option to extend services

(see FAR Clause 52.217-8) by adding one-half of the offeror's final price from year three to the offeror's total price. Thus, the offeror's total price for the purpose of evaluation will include the ordering period from (1 st year ordering period (1-12 months), 2 nd year ordering period (13-24 months) and 3 rd year ordering period (25 – 36 months), and 1/2 of the 3rd ordering period. Offerors are not required to enter a price for the six-month period.

(d) The sum of all the CLINs’ evaluated price represents the TEP.

(End of Summary of Changes)