SAMPLE SECTION L

(Technical Proposal Required)

Note:  Be sure to include any required FAR, DFARS, AFFARS, and MAJCOM FARS provisions in addition to the following.

L-XX.  PROPOSAL PREPARATION INSTRUCTIONS

Note:  Note that in commercial acquisitions, this information will be included in FAR 52.212-1, Instructions to Offerors—Commercial Items.

A.  To assure timely and equitable evaluation of proposals, offerors must follow the instructions contained herein.  Offerors are required to meet all solicitation requirements, including terms and conditions, representations and certifications, and technical requirements, in addition to those identified as evaluation factors or subfactors.  Failure to meet a requirement may result in an offer being ineligible for award.  Offerors must clearly identify any exception to the solicitation terms and conditions and provide complete accompanying rationale.  The response shall consist of three (3) separate parts; Part I - Price Proposal, Part II - Technical Proposal, and Part III - Past Performance Information.

Note:  If requiring electronic proposals, alter the instructions to provide specific details.

B.  The contracting officer has determined there is a high probability of adequate price competition in this acquisition.  Upon examination of the initial offers, the contracting officer will review this determination and if, in the contracting officer's opinion, adequate price competition exists no additional cost information will be requested and certification under FAR 15.406-2 will not be required.  However, if at any time during this competition the contracting officer determines that adequate price competition no longer exists; offerors may be required to submit information to the extent necessary for the contracting officer to determine the reasonableness and affordability of the price.

Note:  Prior to seeking information from the offeror the contracting officer must first seek it elsewhere.  See FAR 15.403-3(b), which states, "When adequate price competition exists…generally no additional information is necessary to determine the reasonableness of price.  However, if there are unusual circumstances where it is concluded that additional information is necessary to determine the reasonableness of price, the contracting officer shall, to the maximum extent practicable, obtain the additional information from sources other than the offeror…"

C.  Specific Instructions:

1.  PART I – PRICE PROPOSAL - Submit original and one (1) copy

(a)  Complete blocks 13, 15, 16, 17 and 18 of the RFP Section A, SF33 (or SF1442, SF1449, etc.)  In doing so, the offeror accedes to the contract terms and conditions as written in the RFP Sections A through K.  These sections constitute the model contract.

Note:  Adjust the block numbers in accordance with the specific form you use.

(b)  Insert proposed unit and extended prices in Section B for each Contract Line Item Number (CLIN) or Sub CLIN (SCLIN), including all option periods.  The extended amount must equal the whole dollar unit price multiplied by the number of units.

(c)  Complete the necessary fill-ins and certifications in Sections I through K.  Section K shall be returned in its entirety.  For Sections C through I, the offeror shall submit only those pages that require a fill-in.

(d)  If applicable, provide a copy of the letter from the Small Business Administration (SBA) showing proof of Section 8(a) status.

2.  PART II – TECHNICAL PROPOSAL - Limited to no more than ______ pages.  Submit original plus three (3) copies.

Note:  The following two subfactors are examples only.  Also, the number of copies of the technical proposal will depend on the number of technical evaluators.

(a) Subfactor - System Block Diagram and System Description: Provide a system block diagram to include as a minimum MCR equipment (CCU, CCC, operations console, MCR console), FIDs, MUXs, and DTCs.  This diagram shall convey the system configuration for this project.  System description shall be a narrative, supplementing the system block diagram, that describes each major component (those required in the system block diagram) of the system.  The description shall explain how the equipment will operate as a system to meet the performance of the specification.  Include description of failure modes and automatic restart modes.  

Note:  Subfactor examples are for an Energy Monitoring Control System (EMCS).

(b) Subfactor - Equipment Description: Submit manufacturer's data sheets for each of the items shown on the block diagram and identified in the system description.  Also, submit data sheets on the FID/MUX portable tester.  The data sheets shall be supplemented as necessary to convey the following information (continue with list of equipment).

3.  PART III – PAST PERFORMANCE INFORMATION - Limited to no more than ______ pages per contract listed.  Only references for same or similar type contract desired.  Submit original plus three (3) copies.

Note:  The number of copies of PPI will depend on number of evaluators.

(a) Quality and Satisfaction Rating for Contracts Completed in the Past Three Years: Provide any information currently available (letters, metrics, customer surveys, independent surveys, etc.) which demonstrates customer satisfaction with overall job performance and quality of completed product for same or similar type contract.  In addition, explain corrective actions taken in the past, if any, for substandard performance and any current performance problems such as cost overruns, extended performance periods, numerous warranty calls, etc.

(b) Performance Surveys: The government will evaluate the quality and extent of offeror's performance deemed relevant to the requirements of this RFP.  The government will use information submitted by the offeror and other sources such as other Federal Government offices and commercial sources, to assess performance.  Provide a list of no more than ten (10) 1, of the most relevant contracts performed for Federal agencies and commercial customers within the last three (3) years.2  Relevant contracts include _________________________________. 3  The evaluation of past performance information will/will not 4 take into account past performance information regarding predecessor companies, key personnel who have relevant experience, or subcontractors that will perform major or critical aspects of the requirement when such information is relevant to the instant acquisition.  Furnish the following information for each contract listed:

(i)  Company/Division name

(ii)  Product/Service

(iii) Contracting Agency/Customer

(iv)  Contract Number

(v)  Contract Dollar Value

(vi)  Period of Performance

(vii) Verified, up-to-date name, address, FAX & telephone number of the contracting officer

(viii) Comments regarding compliance with contract terms and conditions

(ix)  Comments regarding any known performance deemed unacceptable to the customer, or not in accordance with the contract terms and conditions. 5

Note 1:  This number is not hard and fast.  The numbers will depend on the kind and nature of the requirement.

Note 2:  Suggested number of years is three, but it depends on the product/service/technology.

Note 3:  Work with the customer to develop examples of relevant efforts and to define levels of relevancy for your acquisition.  See the general relevancy definitions in paragraph 4.4.2 of this guide for a starting point.  The purpose is to help offerors discern those projects/programs for which they are best suited and will receive the greatest consideration.

Note 4:  Choose "will" or "will not".  While the FAR certainly provides the flexibility to consider or not consider such information, there are few instances where "will not" is appropriate.  However, this does not mean such information must be given greater, or even equal, "weight" than the relevant performance of the principal offeror.

Note 5:  If this is a FAR 12 acquisition most of this information is included in provision FAR 52.212-1.  This provision can be tailored to add the rest of the information requested (e.g. the "comments" request) if they are standard commercial practices.

If a teaming arrangement is contemplated, provide complete information as to the arrangement, including any relevant and recent past performance information on previous teaming arrangements with same partner.  If this is a first time joint effort, each party to the arrangement must provide a list of past and present relevant contracts.

(c)  Subcontractor Consent: Past performance information pertaining to a subcontractor cannot be disclosed to the prime offeror without the subcontractor's consent.  Provide with the proposal a letter from all subcontractors that will perform major or critical aspects of the requirement, consenting to the release of their past performance information to the prime contractor.

D.  Documents submitted in response to this RFP must be fully responsive to and consistent with the following:

Note: The following may need to be altered if soliciting electronic proposals.

1.  Requirements of the RFP (CLINs & PWS) and government standards and regulations pertaining to the PWS.

2.  Evaluation Factors for Award in Section M of this RFP.

3.  Any limitation on the number of proposal pages.  Pages exceeding the page limitations set forth in this Section L will not be read or evaluated, and will be removed from the proposal.

4.  Format for proposal Parts II and III shall be as follows:

(a)  The proposals will be 8 1/2" x 11" paper except for fold-outs used for charts, tables, or diagrams, which may not exceed 11" x 17".  

(b)  A page is defined as one face of a sheet of paper containing information.

(c)  Typing shall not be less than 12 pitch.

(d)  Elaborate formats, bindings or color presentations are not desired or required.