W9124J22R0003 Amendment 0005 Updated Instructions 12022022.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

a. The purpose of this amendment is to provide additional instructions in Addendum FAR 52.212-1 for revised proposal submissions. See changes highlighted in yellow to Instructions to Offeror's (Addendum FAR 52.212-1).

b. This amendment does not extend the due date. No other changes w ere made.

1. CONTRACT ID CODE PAGE OF PAGES

S 1 12

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

16C. DATE SIGNED

BY 02-Dec-2022

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 W9124J22R0003

X 9B. DATED (SEE ITEM 11)

15-Mar-2022

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

02-Dec-2022

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:

W9124J22R0003

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION SF 1449 - CONTINUATION SHEET

The following have been modified:

ADDENDUM TO 52.212-1

ADDENDUM TO FAR CLAUSE 52.212-1, INSTRUCTIONS TO OFFERORS—COMMERCIAL ITEMS

A. Proposal Submittal and Inquiries

1. Revised Proposals shall be submitted by 01:00 P.M. CENTRAL STANDARD TIME (CST) on Thursday, 8 December 2022. Only revisions to the Volume IV-Professional Employee Factor and Volume V- Pricing shall be made. Updates to cover pages / dates / proposal validity dates and acceptance of Amendments 02-05 for Volumes I, II and III are allowed. You must clearly highlight what was changed so that the Government can efficiently review all changes. If the offeror fails to highlight changes, the Government will assume no changes and will evaluate the proposal submitted on May 17, 2022.

2. All proposals shall be submitted electronically via email to the attention of both the following:

CONTRACT SPECIALIST: Walter L Williams e-mail: walter.l.williams24.civ@army.mil

CONTRACTING OFFICER Sylvia Farmer, e-mail: sylvia.farmer.civ@army.mil

3. The question period has ended.

4. Time for Acceptance: Unless the offeror annotates a different period of time within the proposal, the proposal shall remain valid for 180 days after the receipt of proposal.

5. IAW with FAR 19.806(b) award cannot be made to an 8(a) vendor unless the contract is for a fair market price. To ensure compliance with this requirement, we will also be evaluating the proposals to determine if the price is a fair market price.

6. Site Visit: N/A

B. General Instructions

1. The selection of a source for award purposes will be conducted utilizing Best Value Subjective Trade off source selection in accordance with FAR Part 12, “Acquisition of Commercial Items,” in conjunction with FAR Part 15.3, “Source Selection” as authorized in FAR 12.203 and supplemented by the Defense Federal Acquisition Regulation Supplement (DFARS), and the Army Federal Acquisition Regulation Supplement (AFARS). This acquisition is an 8(a) Set-Aside under NAICS 611710: Educational Support Services. Only Firms not exceeding the revenue size standard of $16.5M are eligible to submit an offer. Offers will be evaluated using the criteria under Addendum to FAR Clause 52.212-2, “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.

2. The Offer. The submission of the documentation specified below will constitute the Offeror's acceptance of the terms and conditions of the RFP, the Performance Work Statement, and the contract type.

3. It is the Government's intention to award without discussions. Offerors are encouraged to present their best technical proposal and price in their initial proposal submission. However, in accordance with 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. 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 pursuant to FAR Subpart 15.306(c).

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 Contracting Officer 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 Contract Opportunities Website (Previously known as FBO) at https://sam.gov. Potential offerors are encouraged to subscribe for real-time email notifications when information has been posted to the website for this solicitation.

8. Debriefings: The Contracting Officer 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 Contracting Officer will notify offerors who were in the competitive range of the source selection but were not selected for award in accordance with FAR 15.503(b). The Contracting Officer will notify Offerors who are not selected for award in writing. Upon such notification, unsuccessful offerors may request to receive a debriefing in accordance with the requirements of FAR 15.505 (pre-award) and FAR 15.506 (post-award).

C. Proposal Preparation Instructions

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

Volume I - General

Volume II- Technical Capability

Volume III- Past Performance

Volume IV – Professional Employees

Volume V - Cost/Price

2. Proposal Format

(a) Offerors shall submit an electronic copy of their proposal via e-mail or DoD SAFE. The email capacity of the Government server is 10MB per attachment. Larger files can be sent through the DoD SAFE (Secure Access File Exchange) for files up to 8.0 GB that can't be sent through email:

https://safe.apps.mil/. Contractors/Subcontractors shall request a timely (within three (3) days of proposal due date) DoD SAFE Link. A DoD SAFE Password, if used, must be sent to the Contracting POCs for any passwords added. Once a request is received, an email will be sent allowing access to upload documents to the DoD SAFE site.

(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 found in Addendum to FAR Clause 52.212-2 Evaluation Factors for Award. Failure to meet any requirement in this solicitation may result in an offer being ineligible for award. Any assumption, exceptions, or deviations must be addressed and communicated to the Contracting Officer prior to the closing date of this solicitation, which is Thursday, 8 Dec 2022 01:00 P.M. (CST). 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 exception(s) 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, price, 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 without prior approval from the Contracting Officer may render the offer ineligible for award.

All exception(s) shall be submitted electronically 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 proposal shall be organized into five (5) volumes. All text shall be single spaced and black font on white background. Black and white requirement does not apply to graphics, photos, Company stationery and logos. Times New Roman or Arial font required. Text shall be a minimum font size of 12.

Cross-references should be utilized to preclude unnecessary duplication of data between sections. Page numbers, headers and footers may be outside the page margins and are not bound by the 12 font size but shall be no smaller than 8-point. Additionally, fonts as small as 8-point can also be used in tables, charts, graphs, and figures as well as used in callout boxes and figure captions. Each paragraph shall be separated by at least one blank line. All text pages shall be oriented in portrait. Landscape orientation is acceptable for tables and/or charts if required to properly present the information. Margins shall be at least 1 inch on the top and bottom and ¾ inch on the sides. The Offeror shall number each page. In the event the Offeror creates an ambiguity in their numbering, the Government may exercise its own discretion in counting pages. The proposal shall not exceed the following page limits:

Volume I - General: No Page Limit

Volume II - Technical Capability: 75 pages (excluding resumes and offer letters)

Volume III- Past Performance: 40 pages (Excluding Consent letters and Client Authorization Letters)

Volume IV – Professional Employees – No Page Limit

Volume V – Cost/Price: No Page Limit

(d) Proposal Limitation. If the page limits are exceeded, the pages in excess of the limit shall not be evaluated. The Government will not accept any changes to the offeror’s proposal after the closing date of the solicitation (see FAR 15.208 for further information regarding late proposals). If discussions are 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 offerors.

(e) Page limits includes all appendices, charts, graphs, diagrams, tables, photographs, drawings, and other information provided in the proposal.

(f) Page limits do not include covers/cover letters for volumes, table 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 Offeror shall number each page in order to eliminate any confusion. In the event offeror 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 detailed table of contents to delineate the subparagraphs within that volume.

(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 solicitation (including acknowledgment of Amendments), and complete all Representation, Certifications, and Other Statements of Offerors. 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, IAW FAR 52.215-1, the proposal must show--(i) The solicitation number; (ii) The name, address, and telephone and facsimile numbers of the offeror (and electronic address if available); (iii) A statement specifying the extent of agreement with all terms, conditions, and provisions included in the solicitation and agreement to furnish any or all items upon which prices are offered at the price set opposite each item; (iv) Names, titles, and telephone and facsimile numbers (and electronic addresses if available) of persons authorized to negotiate on the offeror's behalf with the Government in connection with this solicitation; and (v) Name, title, and signature of person authorized to sign the proposal. Proposals signed by an agent shall be accompanied by evidence of that agent's authority, unless that evidence has been previously furnished to the issuing office.

TAB B, Exceptions/Assumptions (if required) - Identification and explanation of any

Contracting Officer approved exceptions or deviations. Additionally, any assumptions used in the proposal preparation must be identified.

TAB C, Solicitation, Offer and Award - The offeror shall provide completed solicitation

(including acknowledgment of Amendments). Contract CLINS, Supplies or Services and Prices/Costs – CLIN Pricing shall be left blank as Government Not to Exceed Ceiling values will be used.

TAB D, Representation, Certifications, and Other Statements of Offerors – The offeror shall ensure each certification/representation is completed truthfully and completely. Complete FAR Provisions 52.212- 3—Offeror Representations and Certification—Commercial Items. The Offeror shall ensure that the provision is submitted thoroughly completed with all blocks in each certification/representation completed truthfully and completely.

TAB E, 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.

SBA approved Mentor Protégé Agreement shall also be submitted in this TAB as applicable.

Work must be in accordance with FAR 52.219-14 Limitations on Subcontracting.

TAB F, Organizational Conflicts of Interest (If Applicable). The offeror shall disclose all organizational and/or personal conflicts of interest of this solicitation to the Contracting Officer as soon as possible so that potential conflicts can be analyzed in accordance with FAR Subpart 9.5.

(b) Volume II—Technical Volume:

(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 Addendum to FAR Clause 52.212-2, “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, 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 and the evaluation criteria for award set forth in Addendum to FAR Clause 52.212-2, “Evaluation Factors for Award.” 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 offeror’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 used for accomplishing the PWS tasks. Any assumptions, exceptions or deviations must be addressed and communicated to the Contracting Officer no later than instructed above.

The volume shall be organized according to the following general outline:

-Table of Contents

-List of Tables and Drawings

-Cross Reference Matrix (if any)

- Exceptions/Assumptions (Identification and explanation of any exceptions or deviations).

Additionally, identify any assumptions used in preparing the proposal

Factor 1: Technical Capability:

a. Subfactor 1: Understanding of the Requirement: Responses to this subfactor must demonstrate understanding of the tasks outlined in the Base PWS. At a minimum, the proposal must demonstrate and address each of the following specified requirements:

i. Provide detailed narrative on how the Offeror intends to accomplish all contract tasks as noted in the Base PWS Para 1.6.7 and Part 7 Attachment 1, Technical Exhibit 1 – Performance Requirement Summary.

ii. Provide information to substantiate the following:

Understanding of the instructional design process for development delivery to include expertise in establishing a team designed to develop training products.

Project management methodology used to execute course development and delivery of training products. Provide detailed description of an example project explaining the analysis, findings/problem identification and training solution (format can be whitepapers, webinars, seminars, blogs, etc.) to demonstrate understanding of the process.

b. Subfactor 2 - Staffing Plan/Key Personnel Qualifications and Experience.

Responses to this subfactor must demonstrate Offeror’s understanding of the necessary qualifications required of personnel to adequately execute the requirements of the BASE PWS

1.6.10. and Part 5 of the Base PWS.

i. Provide Staffing Plan (e.g., skill mix, personnel experience or qualifications, availability and job duty and descriptions) to include resumes, certifications, and signed contingent offer letters of employment for key personnel proposed at the Base Contract level (Contract Program Manager/Alternate).

ii. The plan shall also identify a staffing plan for the current Task Orders to be awarded with the base contract award (TO# 1-5). Resumes, certifications, and signed contingent offer letters of employment are not required for the proposal. Resume reviews will be required by the Government prior to final staffing after award. The Offeror shall identify Sub-Contractor arrangement (if one exists) proposed to accomplish the tasks at the Task Order level.

iii. Provide offeror's approach and method to deal with turnover, and planned and unplanned shortages of personnel.

iv. Provide the methods of training and procedures used to document employee training and qualifications. Provide explanation of how the training at the entry-level for each category will be addressed to include any opportunities for maintaining and increasing job related skills.

Training approach must include all mandatory training outlined in the Base PWS Paragraph 1.8.

c. Subfactor 3: Innovation. Responses to this subfactor will demonstrate the offeror’s ability to propose, develop, and deliver innovative training concepts and platforms. Provide detailed description of an example project explaining the analysis, findings/problem identification and training solution (or whitepapers, webinars, seminars, blogs, etc.) to demonstrate innovated training strategies such as resident to virtual conversions.

d. Subfactor 4: Management Controls/Quality Control Approach. Responses to this subfactor must outline the Offeror’s Management/Quality Control Approach. Quality control is observation techniques and activities the Offeror expects to execute to fulfill requirements for quality. The approach must provide the following:

i. Details on how the Offeror will ensure an effective and appropriate quality control program for timely and continuous delivery of products and services outlined in the PWS Part 1.6.7, 5.18 and Attachment 1 Technical Exhibit 1 – Performance Requirements Summary.

ii. Details on how the Offeror will address the frequency and method of monitoring the qualitative/quantitative (collection and reporting) metrics of measurement to be used and the AQL for the services outlined in Part 5 of the PWS.

iii. Delineate and explain who has decision-making authority for this requirement, how the Program Manager fits into the decision-making process, and how management will mitigate conflicts between the program manager and employees.

e. Sub-Factor 5: Transition Approach: Provide a transition plan on how the Offeror will provide staffing IAW Task Order PWSs requirements to be issued at award. The Contractor shall have Key Personnel and Task Order (1-5) Leads on staff on the 1st day of performance IAW PWS para 1.6.10.

(c) Volume III – Past Performance: The Government will perform a Confidence Assessment of the offeror’s past performance to arrive at a confidence rating. The Confidence Assessment represents the evaluation of an offeror's past work record to assess the Government's confidence in the offeror's probability of successfully performing as proposed. The Past Performance evaluation will be accomplished by reviewing aspects of an offeror's recent and relevant Past Performance, focusing on and targeting performance which is relevant to the effort as it directly relates to the work being procured under this solicitation and as defined in Addendum to FAR Clause 52.212-2, “Evaluation Factors for Award.” The Government’s past performance evaluation shall also consider an offeror’s compliance with requirements under FAR 52.219-8 and 52.219-9 as required under FAR 15.304(c)(3)(i) and DFARS 215.305(a)(2). Past Performance information described herein is required on the offeror and all subcontractors, teaming partners, and/or joint venture partners proposed to perform a significant portion (greater than 40% of the work) 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.

(1) The offeror shall include documentation regarding their relevant past performance as it directly relates to the work being procured under this solicitation. The offeror SHALL NOT go back any farther than five (5) years for the submitted data. The past performance data shall document a successful history of past contract performance.

(2) 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 Contractor Performance Assessment Reporting System (CPARS) or similar systems, DCMA and commercial sources.

(3) 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. Proposals that do not contain the information requested by this paragraph risk rejection or a less than acceptable performance rating by the Government. An offeror will receive a “Neutral Confidence” rating for the Past Performance factor in the case where an offeror has no relevant past performance history, has no record of relevant past performance or for whom information will not be evaluated favorably or unfavorably on past performance. A strong record of relevant present and past performance may be considered more advantageous to the Government than a “Neutral Confidence” rating.

(4) All past performance comments received will be taken into account and could affect the overall rating. The overall past performance evaluation is a subjective decision based on the whole of all data received. Offerors with no past performance may provide the equivalent information on company officials and/or personnel proposed for this action. If the offeror has no relevant past performance, they will be rated as “Neutral Confidence” rating.

(5) Submission Requirements. The offeror shall submit a Past Performance Volume containing the following:

Table of Contents

Summary Page: describe the role of the offeror, and of each subcontractor, teaming partner, and /or joint venture partner that will perform a significant portion (greater than 40% of the work) of this requirement.

Consent Letters executed by each subcontractor, teaming partner, and/or joint venture partner, authorizing the release of past performance information so the offeror can respond to such information.

Client Authorization Letters for each identified effort for a commercial customer authorizing release to the Government of requested information on the offeror’s performance.

Organization Structure Change History. Many companies have acquired, been acquired by, or otherwise merged with other companies, and/or reorganized their divisions, business groups, subsidiary companies, etc. In many cases, these changes have taken place during the time of performance of relevant present or past efforts or between conclusion of recent past efforts and this source selection. As a result, it is sometimes difficult to determine what past performance is relevant to this acquisition. To facilitate this relevancy determination, include in this proposal volume a "roadmap" describing all such changes within the past three years in the organization of your company and of your proposed partners that will perform a significant portion of this requirement. As part of this explanation, show how these changes impact the relevance of any efforts you identify for past performance evaluation/performance confidence assessment. Since the Government intends to consider present and past performance information provided by other sources as well as that provided by the offeror(s), your "roadmap" should be both specifically applicable to the efforts you identify and general enough to apply to efforts on which the Government receives information from other sources.

Specific Relevant Contracts Format - The offeror shall provide documentation outlining the offeror’s, and the proposed partners’ that will perform over a significant portion (greater than 40% of the work) of this requirement, past performance with contracts, as a prime or major subcontractor, which is the same or similar in nature, size, and complexity to the services being procured under this Solicitation. The submittal shall include rationale supporting your assertion of relevance and 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.

Offerors are required to explain what aspects of the contracts are deemed relevant to the proposed effort, and to what aspects of the proposed effort they relate. A minimum of three

(3) similar contracts and no more than five (5) contracts shall be provided as part of this submission.

(d) Volume IV – Professional Employees: IAW FAR 52.222-46 Evaluation of Compensation for Professional Employees. Offerors will submit a total compensation plan setting forth salaries (provide the unloaded labor rates (rate employee will get paid) for each labor category proposed) and fringe benefits (provide the fringe benefit rate that will be included in the contract) proposed for the professional employees who will work under the contract. See sample below:

NOTE1: This is a sample. Offerors shall provide information in accordance with their own accounting system.

OH/G&A and Profit will not be evaluated for realism; however, they will be used to verify that the fully burdened labor rate (FBLR) was calculated correctly, and that the proposed base labor rates and fringe rates were used in the calculation of the FBLR.

i. The Offeror and all subcontractors shall provide company policies and procedures that explain how employee salary (unloaded labor rate) is determined and the applicable fringe benefits such as paid time off (identify vacation time or sick time provided based on service length), healthcare (premiums and percentage of premium employer pays), life insurance (premiums and percentage of premium employer pays ) 401K (percentage employer match), Payroll Taxes, etc.

Subcontractors can submit information directly to the contracting POCs and shall clearly indicate Prime Contractor they are supporting in the Subject Email. Supporting information will include data, such as recognized national and regional compensation surveys and studies of professional, public and private organizations, used in establishing the total compensation structure. For the fringe benefit rate, the Offeror can provide as supporting documentation any

31% 10% 8% 6%

Business Analyst I Business Data Analyst I $29.16 $9.04 $3.82 $3.36 $2.72 $48.10

OH G&A Profit FBLRLabor Category Contractor Labor Category Mapped Labor Rate Fringe available DCAA approved fringe rate, or the base and pool calculations.

ii. The compensation levels proposed should reflect a clear understanding of work to be performed and should indicate the capability of the proposed compensation structure to obtain and keep suitably qualified personnel to meet mission objectives. The salary rates must take into account differences in skills, the complexity of various disciplines, and professional job difficulty.

iii. The Government is concerned with the quality and stability of the work force to be employed on this contract. Professional compensation (unloaded labor rate and fringe rate) that is unrealistically low or not in reasonable relationship to the various job categories, may impair the Contractor’s ability to attract and retain competent professional service employees, and may be viewed as evidence of failure to comprehend the complexity of the contract requirements.

Unrealistically low rates may be grounds for rejecting the proposal due to lack of sound management judgment and lack of understanding of the requirement.

iv. Failure to comply with these factors may constitute sufficient cause to justify rejection of a proposal.

(e) Volume V—Price: The Offeror shall complete the Schedule Pricing Matrix (Attachment A).

Failure to complete the Pricing Matrix may deem an Offeror non-compliant with the RFP.

(1) All information relating to the proposed price must be included in electronic format. Electronic versions of the price proposal shall be submitted in a format compatible with Microsoft Office (2016 or earlier) and files should not be read only or password protected. All Excel formulas, lookup tables, and links should be intact, and no links 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 for pricing.

Failure to comply with these formatting requirements may result in rejection of your proposal.

(2) Certified Cost or Pricing data is not anticipated for the award of this contract due to expected competition; however, the Government reserves the right to request such information should it become necessary for the Offeror to submit. The Government also reserves the right to require the submission of Other Than Certified Cost or Pricing Data as is deemed necessary to arrive at a fair and reasonable price.

(3) U.S. Department of Labor Area Wage Determination Numbers for each location apply and are hereby incorporated by reference and will be made a part of any contract resulting from this solicitation.

The offer shall submit proposed unburden rates for all SCA Wage Determination positions identified in the pricing matrix.

(4) Lower FBLRs can be proposed for the Task Orders; however, the Offeror needs to submit the breakdown of the FBLR, so the Government can confirm that the base labor rate and fringe rate are the same as proposed for the Base ID/IQ; Offerors are allowed to lower their proposed indirect rates or profit, but the base labor rate and fringe rate have to remain the same as proposed for the Base ID/IQ contract.

(5) FAR clause 52.217-8 will be included in the resulting contract. In order to evaluate this option price, the Government will include in the total evaluated price an amount equal to half, or six months, of the price proposed by offerors for the last ordering year. The actual price paid for performance of services and for supplies will be in accordance with FAR 52.217-8. Evaluation of options will not obligate the Government to exercise the option(s).

(END OF ADDENDUM TO FAR CLAUSE 52.212-1)

(End of Summary of Changes)