# SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES

# TO OFFERORS

# \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

# 

# 

# \[LCDE\]L.1 LISTING OF PROVISIONS INCORPORATED BY REFERENCE

NOTICE: The following contract clauses pertinent to this section are
hereby incorporated by reference:

I. FEDERAL ACQUISITION REGULATION (48 CFR CHAPTER 1)

> CLAUSE
>
> NUMBER DATE TITLE

  ------------ ------------ ----------------------------------------------
  52.204-6     JUN 1999     DATA UNIVERSAL NUMBERING SYSTEM (DUNS) NUMBER

  52.211-14    SEP 1990     NOTICE OF PRIORITY RATING FOR NATIONAL DEFENSE
                            USE

               Insert       
               \"DO-C9      
               rated        
               order\" in   
               blank.       

  52.215-16    OCT 1997     FACILITIES CAPITAL COST OF MONEY

  52.219-24    OCT 2000     SMALL DISADVANTAGED BUSINESS PARTICIPATION
                            PROGRAM-TARGETS

  52.222-46    FEB 1993     EVALUATION OF COMPENSATION FOR PROFESSIONAL
                            EMPLOYEES

  52.237-1     APR 1984     SITE VISIT

  52.237-10    OCT 1997     IDENTIFICATION OF UNCOMPENSATED OVERTIME
  ------------ ------------ ----------------------------------------------

II\. NASA FAR SUPPLEMENT (48 CFR CHAPTER 18) PROVISIONS

> CLAUSE
>
> NUMBER DATE TITLE

  -------------- ----------- --------------------------------------------
  1852.219-77    MAY 1999    NASA MENTOR-PROTÉGÉ PROGRAM

  1852.223-73    SEP 2001    SAFETY AND HEALTH PLAN

  1852.228-80    Sep 2000    Insurance \-- Immunity From Tort Liability

  1852.231-71    MAR 1994    DETERMINATION OF COMPENSATION REASONABLENESS

  1852.233-70    MAR 1997    PROTESTS TO NASA
  -------------- ----------- --------------------------------------------

(End Of Provision)

#  \[LCDE\]L.2 TYPE OF CONTRACT (FAR 52.216-1) (APR 1984) 

The Government contemplates award of a hybrid contract structured as
follows:

a\. [Performance-based Completion form]{.underline} - This will cover
the core capabilities under the contract that include management and
administrative and baseline laboratory capabilities supporting IDIQ and
LOE work issued under the contract.

b\. [Performance-based Indefinite Delivery Indefinite Quantity
(IDIQ)]{.underline} - This will include Bioastronautics research and
operations support and flight hardware development and integration.
Task/delivery orders will be issued and may be either cost reimbursement
or fixed price.

c\. [Level of Effort (LOE)]{.underline} - This will cover start-up
research support, problem solving, and contingency tasks.

(End of Provision)

L.3 INSTRUCTIONS TO OFFERORS-COMPETITIVE ACQUISITION (52.215-1) (MAY
2001)

\(a\) Definitions. As used in this provision-

\"Discussions\" are negotiations that occur after establishment of the
competitive range that may, at the Contracting Officer\'s discretion,
result in the offeror being allowed to revise its proposal.

\"In writing,\" \"writing,\" or \"written\" means any worded or numbered
expression that can be read, reproduced, and later communicated, and
includes electronically transmitted and stored information.

\"Proposal modification\" is a change made to a proposal before the
solicitation\'s closing date and time, or made in response to an
amendment, or made to correct a mistake at any time before award.

\"Proposal revision\" is a change to a proposal made after the
solicitation closing date, at the request of or as allowed by a
Contracting Officer as the result of negotiations.

\"Time,\" if stated as a number of days, is calculated using calendar
days, unless otherwise specified, and will include Saturdays, Sundays,
and legal holidays. However, if the last day falls on a Saturday,
Sunday, or legal holiday, then the period shall include the next working
day.

\(b\) Amendments to solicitations. If this solicitation is amended, all
terms and conditions that are not amended remain unchanged. Offerors
shall acknowledge receipt of any amendment to this solicitation by the
date and time specified in the amendment(s).

\(c\) Submission, modification, revision, and withdrawal of proposals.

\(1\) Unless other methods (e.g., electronic commerce or facsimile) are
permitted in the solicitation, proposals and modifications to proposals
shall be submitted in paper media in sealed envelopes or packages (i)
addressed to the office specified in the solicitation, and (ii) showing
the time and date specified for receipt, the solicitation number, and
the name and address of the offeror. Offerors using commercial carriers
should ensure that the proposal is marked on the outermost wrapper with
the information in paragraphs (c)(1)(i) and (c)(1)(ii) of this
provision.

\(2\) The first page of 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.

\(3\) Submission, modification, revision, and withdrawal of proposals.

\(i\) Offerors are responsible for submitting proposals, and any
modifications or revisions, so as to reach the Government office
designated in the solicitation by the time specified in the
solicitation. If no time is specified in the solicitation, the time for
receipt is 4:30 p.m., local time, for the designated Government office
on the date that proposal or revision is due.

(ii)(A) Any proposal, modification, or revision received at the
Government office designated in the solicitation after the exact time
specified for receipt of offers is \"late\" and will not be considered
unless it is received before award is made, the Contracting Officer
determines that accepting the late offer would not unduly delay the
acquisition; and-

\(1\) If it was transmitted through an electronic commerce method
authorized by the solicitation, it was received at the initial point of
entry to the Government infrastructure not later than 5:00 p.m. one
working day prior to the date specified for receipt of proposals; or

\(2\) There is acceptable evidence to establish that it was received at
the Government installation designated for receipt of offers and was
under the Government\'s control prior to the time set for receipt of
offers; or

\(3\) It is the only proposal received.

\(B\) However, a late modification of an otherwise successful proposal
that makes its terms more favorable to the Government, will be
considered at any time it is received and may be accepted.

\(iii\) Acceptable evidence to establish the time of receipt at the
Government installation includes the time/date stamp of that
installation on the proposal wrapper, other documentary evidence of
receipt maintained by the installation, or oral testimony or statements
of Government personnel.

\(iv\) If an emergency or unanticipated event interrupts normal
Government processes so that proposals cannot be received at the office
designated for receipt of proposals by the exact time specified in the
solicitation, and urgent Government requirements preclude amendment of
the solicitation, the time specified for receipt of proposals will be
deemed to be extended to the same time of day specified in the
solicitation on the first work day on which normal Government processes
resume.

\(v\) Proposals may be withdrawn by written notice received at any time
before award. Oral proposals in response to oral solicitations may be
withdrawn orally. If the solicitation authorizes facsimile proposals,
proposals may be withdrawn via facsimile received at any time before
award, subject to the conditions specified in the provision at 52.215-5,
Facsimile

Proposals. Proposals may be withdrawn in person by an offeror or an
authorized representative, if the identity of the person requesting
withdrawal is established and the person signs a receipt for the
proposal before award.

\(4\) Unless otherwise specified in the solicitation, the offeror may
propose to provide any item or combination of items.

\(5\) Offerors shall submit proposals in response to this solicitation
in English, unless otherwise permitted by the solicitation, and in U.S.
dollars, unless the provision at FAR 52.225-17, Evaluation of Foreign
Currency Offers, is included in the solicitation.

\(6\) Offerors may submit modifications to their proposals at any time
before the solicitation closing date and time, and may submit
modifications in response to an amendment, or to correct a mistake at
any time before award.

\(7\) Offerors may submit revised proposals only if requested or allowed
by the Contracting Officer.

\(8\) Proposals may be withdrawn at any time before award. Withdrawals
are effective upon receipt of notice by the Contracting Officer.

\(d\) Offer expiration date. Proposals in response to this solicitation
will be valid for the

number of days specified on the solicitation cover sheet (unless a
different period is proposed by the offeror).

\(e\) Restriction on disclosure and use of data. Offerors that include
in their proposals data that they do not want disclosed to the public
for any purpose, or used by the Government except for evaluation
purposes, shall-

\(1\) Mark the title page with the following legend:

This proposal includes data that shall not be disclosed outside the
Government and shall not be duplicated, used, or disclosed-in whole or
in part-for any purpose other than to evaluate this proposal. If,
however, a contract is awarded to this offeror as a

result of-or in connection with-the submission of this data, the
Government shall have the right to duplicate, use, or disclose the data
to the extent provided in the resulting contract. This restriction does
not limit the Government\'s right to use information contained in this
data if it is obtained from another source without restriction. The data
subject to this restriction are contained in sheets \[insert numbers or
other identification of sheets\]; and

\(2\) Mark each sheet of data it wishes to restrict with the following
legend:

Use or disclosure of data contained on this sheet is subject to the
restriction on the title page of this proposal.

\(f\) Contract award.

\(1\) The Government intends to award a contract or contracts resulting
from this solicitation to the responsible offeror(s) whose proposal(s)
represents the best value after evaluation in accordance with the
factors and subfactors in the solicitation.

\(2\) The Government may reject any or all proposals if such action is
in the Government\'s interest.

\(3\) The Government may waive informalities and minor irregularities in
proposals received.

\(4\) The Government intends to evaluate proposals and award a contract
without discussions with offerors (except clarifications as described in
FAR 15.306(a)). 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. 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.

\(5\) The Government reserves the right to make an award on any item for
a quantity less than the quantity offered, at the unit cost or prices
offered, unless the offeror specifies otherwise in the proposal.

\(6\) The Government reserves the right to make multiple awards if,
after considering the additional administrative costs, it is in the
Government\'s best interest to do so.

\(7\) Exchanges with offerors after receipt of a proposal do not
constitute a rejection or counteroffer by the Government.

\(8\) The Government may determine that a proposal is unacceptable if
the prices proposed are materially unbalanced between line items or sub
line items. 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. A proposal may be rejected if the
Contracting Officer determines that the lack of balance poses an
unacceptable risk to the Government.

\(9\) If a cost realism analysis is performed, cost realism may be
considered by the source selection authority in evaluating performance
or schedule risk.

\(10\) A written award or acceptance of proposal mailed or otherwise
furnished to the successful offeror within the time specified in the
proposal shall result in a binding contract without further action by
either party.

\(11\) The Government may disclose the following information in post
award debriefings to other offerors:

\(i\) The overall evaluated cost or price and technical rating of the
successful offeror;

\(ii\) The overall ranking of all offerors, when any ranking was
developed by the agency during source selection;

\(iii\) A summary of the rationale for award; and

\(iv\) For acquisitions of commercial items, the make and model of the
item to be delivered by the successful offeror.

**Alternate I (Oct 1997).** Substitute the following paragraph (f)(4)
for paragraph (f)(4) of the basic provision above:

(f)(4) The Government intends to evaluate proposals and award a contract
after conducting discussions with offerors whose proposals have been
determined to be within the competitive range. 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. Therefore, the offeror\'s initial proposal should contain the
offeror\'s best terms from a price and technical standpoint.

**Alternate II (Oct 1997).** Add a paragraph (c)(9) below to the basic
clause:

(c)(9) Offerors may submit proposals that depart from stated
requirements. Such proposals shall clearly identify why the acceptance
of the proposal would be advantageous to the Government. Any deviations
from the terms and conditions of the

solicitation, as well as the comparative advantage to the Government,
shall be clearly identified and explicitly defined. The Government
reserves the right to amend the solicitation to allow all offerors an
opportunity to submit revised proposals based on the revised
requirements.

(End of provision)

# \[LCDE\]L.4 PREAWARD ON-SITE EQUAL OPPORTUNITY COMPLIANCE EVALUATION 

(FAR 52.222-24) (FEB 1999)

If a contract in the amount of \$10 million or more will result from
this solicitation, the prospective Contractor and its known first-tier
subcontractors with anticipated subcontracts of \$10 million or more
shall be subject to a preaward compliance evaluation by the Office of
Federal Contract Compliance Programs (OFCCP), unless, within the
preceding 24 months, OFCCP has conducted an evaluation and found the
prospective Contractor and subcontractors to be in compliance with
Executive Order 11246.

(End of provision)

# \[LCDE\]L.5 SERVICE OF PROTEST (FAR 52.233-2) (AUG 1996) 

\(a\) Protests, as defined in section 33.101 of the Federal Acquisition
Regulation, that are filed directly with an agency, and copies of any
protests that are filed with the General Accounting Office (GAO), shall
be served on the Contracting Officer (addressed as follows) by obtaining
written and dated acknowledgement of receipt from:

Name: Kristi L. Fryer

Phone: (281) 244-5840

FAX: (281) 483-8529

e-mail: kfryer@ems.jsc.nasa.gov

Address:

NASA Johnson Space Center

Science and Analysis Procurement Office

Attn: Kristi L. Fryer Mail Code: BL

2101 NASA Road 1 Houston, TX 77058-3696

\(b\) The copy of any protest shall be received in the office designated
above within one day of filing a protest with the GAO.

(End of Provision)

# \[LCDE\]L.6 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE 

(FAR 52.252-1) (FEB 1998)

This solicitation incorporates one or more solicitation provisions by
reference, with the same force and effect as if they were given in full
text. Upon request, the Contracting Officer will make their full text
available. The offeror is cautioned that the listed provisions may
include blocks that must be completed by the offeror and submitted with
its quotation or offer. In lieu of submitting the full text of those
provisions, the offeror may identify the provision by paragraph
identifier and provide the appropriate information with its quotation or
offer. Also, the full text of a solicitation provision may be accessed
electronically at this/these address(es):

\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_http://www.arnet.gov/far/\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\_\_\_\_http://www.hq.nasa.gov/office/procurement/regs/nfstoc.htm\_\_\_

(End of provision)

# \[LCDE\]L.7 PROPOSAL PAGE LIMITATIONS (NFS 1852.215-81) (FEB 1998) 

\(a\) The following page limitations are established for each portion of
the proposal submitted in response to this solicitation.

[Proposal Section]{.underline} [Page Limit]{.underline}

Volume I -- Technical and Management *[150 pages]{.underline}*

*([Appendix for RFP Form 1 will not be counted against the page
limit)]{.underline}*

Volume II - Plans no limit

Volume III -- Past Performance no limit

Volume IV -- Technical Resources (see Vol. IV instructions)

Volume V -- Cost no limit

RFP Forms no limit

\(b\) A page is defined as one side of a sheet, 8 1/2\" x 11\", with at
least

one inch margins on all sides, using not smaller than 12 point type,
with

the exception of tables and figures, which may use 10 point type.
Foldouts

count as an equivalent number of 8 1/2\" x 11\" pages. The metric
standard format most closely approximating the described standard 8
1/2\" x 11\" size may also be used.

\(c\) Title pages, tables of contents, and acronym listings are excluded
from the page counts specified in paragraph (a) of this provision. In
addition, the Cost section of your proposal is not page limited.
However, this section is to be strictly limited to cost and price
information. Information that can be construed as belonging in one of
the other sections of the proposal will be so construed and counted
against that section\'s page limitation.

\(d\) If final revisions are requested, separate page limitations will
be specified in the Government\'s request for that submission.

\(e\) Pages submitted in excess of the limitations specified in this
provision will not be evaluated by the Government and will be returned
to the offeror.

(End of provision)

# \[LCDE\]L.8 COMPLIANCE WITH VETERANS\' EMPLOYMENT REPORTING REQUIREMENTS 

(FEB 1999)

By submission of its offer, the offeror represents that, if it is
subject to the reporting requirements of 37 U.S.C. 4212(d)(i.e., the
VETS-100 report required by Federal Acquisition Regulation clause
52.222-37, Employment Reports on Disabled Veterans and Veterans of the
Vietnam Era), it has submitted the most recent report required by 37
U.S.C. 4212(d).

(End of Provision)

L.9 MODIFIED COST PERFORMANCE PLANS (1852.242-77) (MARCH 1999)

\(a\) The offeror shall submit in its proposal a written summary of the
management procedures it will establish, maintain, and use in the
performance of any resultant contract to comply with the requirements of
the clause at 1852.242-76, Modified Cost Performance Report.

\(b\) The offeror may propose to use a cost/schedule control system that
has been recognized by the cognizant Administrative Contracting Officer
as:

\(1\) Complying with the earned value management system criteria of NASA
Policy Directive 9501.3, Earned Value Management, or DoD 5000.2-R,
Mandatory Procedures for Major Defense Acquisition Programs and Major
Automated Information Systems Acquisition Programs; or

\(2\) Conforming with the full intentions of the guidelines presented in
ANSI/EIA Standard 748, Industry Guidelines for Earned Value Management
Systems.

In such cases, the offeror may submit a copy of the documentation of
such recognition instead of the written summary required by paragraph
(a) of this provision.

(End of provision)

# \[LCDE\]L.10 COMMUNICATIONS REGARDING THIS SOLICITATION (JSC 52.215-105) 

(DEC 1999)

Any communications in reference to this solicitation shall cite the
solicitation number and be directed to the following Government
representative:

Name: Kristi L. Fryer

Phone: (281) 244-5840

FAX: (281) 483-8529

e-mail: [mailto:Bio@ems.jsc.nasa.gov](mailto:Bio@ems.jsc.nasa.gov)

Address:

NASA Johnson Space Center

Science and Analysis Procurement Office

Attn: Kristi L. Fryer Mail Code: BL

2101 NASA Road 1 Houston, TX 77058-3696

QUESTIONS REGARDING THIS SOLICITATION MUST BE PRESENTED IN WRITING and
shall be submitted electronically to the above e-mail address by
\_\_[(date shown in the cover letter to this RFP)\_\_]{.underline} in
order that answers may be obtained and disseminated in a timely manner,
since it is not expected that a proposal submission date can be
extended. Oral questions are not desirable due to the possibility of
misunderstanding or misinterpretation. Questions shall not be directed
to the technical activity personnel.

Note: Any written communications should include the mail code on the
envelope to expedite processing.

(End of provision)

# \[LCDE\]L.11 SUBMISSION OF PROPOSALS BY COMMERCIAL CARRIER 

(JSC 52.215-108) (SEP 1988)

Offerors are advised that proposals sent to JSC by commercial carrier
(e.g., Federal Express, Purolator, United Parcel Service) are NOT
delivered directly to the place designated in the solicitation for
submission of proposals. All parcels and packages delivered by
commercial carriers are routed to the Transportation Branch in Building
421 at JSC. If such a parcel contains on its visible, exterior surface
the information required by the \"Submission of Offers\" provision of
this solicitation (i.e., the time specified for receipt, the
solicitation number, and the name and address of the offeror), it will
be handled on an expedited basis by the Transportation Branch; however,
depending on when it is received by the Transportation Branch, it MAY OR
MAY NOT be received by the office designated for receipt of proposals by
the required time. Transportation Branch personnel will NOT open the
commercial carrier\'s package to determine its contents.

In view of the above, offerors who choose to submit proposals by a
commercial carrier should, if they want to have reasonable assurance
that their proposals will be timely received at the place designated in
the solicitation, do the following:

\(a\) make sure that the carrier puts the information required by the
\"Submission of Offers\" provision ON THE EXTERIOR OF THE ENVELOPE IN
WHICH HE/SHE DELIVERS THE PARCEL, and

\(b\) get the proposal to the carrier in time for it to be delivered to
the Transportation Branch at JSC ON THE DAY BEFORE THE SCHEDULED TIME
DESIGNATED FOR RECEIPT OF PROPOSALS.

While taking the above steps should normally result in the timely
receipt of proposals, offerors are reminded that proposals may be sent
by U.S. Mail, and that clear and precise rules regarding the
consideration of late submissions are set forth in the solicitation
provision titled \"LATE SUBMISSIONS, MODIFICATIONS, AND WITH-DRAWALS OF
PROPOSALS.\" Offerors are further reminded that it is their
responsibility to get their proposals to the designated place on time.
Proposals which are sent by commercial carrier are considered to be
handcarried, and, if they are received late at the place designated in
the solicitation, they will only be considered if it is shown that the
sole or paramount cause for the late receipt was some Government
impropriety.

(End of provision)

# \[LCDE\]L.12 ACCOUNTING FOR LEASE COSTS (JSC 52.231-91) (DEC 1999) 

This solicitation covers a basic period 5 years with options for up to
an additional 5 years (a 3-year option and a 2-year option available) of
performance. In providing for offsite facilities, it is possible that
the contractor may lease space and that any resulting lease agreement
may be for the entire life of the contract. In this regard, offerors
should be aware that Financial Accounting Standards (FAS) apply to
Government contracts through their incorporation into the Federal
Acquisition Regulation (see Federal Acquisition Regulation 31.205-36).
Of particular interest in this context is Statement of Financial
Accounting Standards (SFAS) No. 13, \"Accounting for Leases\". The
amount of lease costs that will be allowable under the contract will
depend, in part, on whether the lease is considered to be \"operating\"
(wherein lease costs would be allowable if otherwise allocable and
reasonable) or \"capital\" (in which case, allowable lease costs would
be limited to what the cost would have been if the Contractor had
acquired the facility and depreciated it).

Whether a lease is properly characterized as an operating lease or a
capital lease depends upon criteria established by SFAS-13, which
states, in pertinent part, that a lease is a capital lease if (1) the
lease transfers ownership of the property to the lessee; (2) the lease
contains a bargain purchase option; (3) the lease term is equal to 75
percent or more of the estimated economic life of the leased property;
or (4) the present value of minimum lease payments equals 90 percent or
more of the fair market value of the leased property. It should be noted
that SFAS-13 provides that the determination as to whether a lease is
operating or capital is to be made at the inception of the lease. An
analysis is also required at the time an option is exercised if it is
considered a \"new agreement\" in accordance with the provisions of FAS
13.

Under SFAS-13 criteria 3 and 4 above, the issue as to whether a lease is
capital or operating may depend not only upon the apparent lease term
expressed in the lease, but also upon whether termination of the lease
before the expiration of the term is \"reasonably possible\" or a
\"remote contingency\". SFAS-5 (applicable to SFAS-13) defines
\"reasonably possible\" as \"the chance of the future event or events
occurring is more than remote but less than likely.\" The definition of
\"remote contingency\" is \"the chance of the future event or events
occurring is slight.\"

The offeror shall submit copies of any proposed lease, along with a
statement of whether it considers the lease to be capital or operating,
for purposes of reimbursement under the contract. The offeror should
also include an analysis detailing the cost impact of treating the lease
as an operating lease and the cost impact of treating the lease as a
capital lease. The offeror shall also, whether it considers the lease to
be operating or capital, submit the rationale therefore, with sufficient
substantiation to enable the Government to conclude that the offeror\'s
categorization and proposed cost of the lease is correct. The offeror
should explain where these costs are included in the cost proposal
elements.

(End of provision)

\[END OF SECTION\]

SECTION L - PART II

INSTRUCTIONS FOR PROPOSAL PREPARATION

**NOTE TO OFFERORS:** For a better and more complete understanding of
this part of Section L, you should also refer to Section M. The
instructions in this part of Section L are directly related to the
evaluation factors set forth in Section M.

I. INTRODUCTION

As detailed in the provision at L.7 entitled "PROPOSAL PAGE LIMITATIONS
(NASA 1852.215-81)(FEB 1998)" proposals shall be submitted in five
volumes.

> **[Volume]{.underline} [Proposal Section]{.underline}**
>
> **Volume I** **Technical and Management**

A.  Technical approach

> 1\. Overall Technical Approach
>
> 2\. Technical Approach to Part 1: Bioastronautics Core Capability

3.  Technical Approach to Part 2: Bioastronautics Operations, Research,
    and Flight Hardware

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B.  Management and Key Personnel

> 1\. Overall Management Approach
>
> 2\. Management of Part 1: Bioastronautics Core Capability

3.  Management of Part 2: Bioastronautics Operations, Research, and
    Flight Hardware

> 4\. Key Personnel
>
> 5\. Phase-in

Volume II Plans

A.  Quality Plan

B.  Safety and Health Plan

C.  Small Business Subcontracting Plan

D.  Modified Cost Performance Report Plan

E.  Total Compensation Plan

F.  Baseline Operational Readiness Plan

Volume III Past Performance

Volume IV Technical Resources

**Volume V Cost**

**NOTE**: Offerors shall tab each section listed above under each volume
for ease of reference. *[Tabs for each section shall be blank and will
not be counted against the page limitation. In addition, totally blank
pages marked "This Page was Intentionally Left Blank" will not be
counted against the page limitation.]{.underline}*

In providing these instructions, the government's intention is to
solicit information that will permit a

competitive evaluation of the offeror's proposal. The information
solicited will demonstrate your

competence and capability to successfully complete the requirements
specified in the Bioastronautics Contract Statement of Work (SOW).
Generally, the proposal shall:

> a\. Demonstrate understanding of the overall and specific requirements
> of the proposed contract,
>
> b\. Convey the company\'s capabilities for transforming understanding
> into accomplishment,
>
> c\. Present in detail, the plans and methods for so doing, and
>
> d\. Present, as requested below, the costs associated with so doing.

Your proposal shall be specific, detailed, and comprehensive enough to
clearly and fully demonstrate an understanding of the requirements and
the inherent risks associated with the objectives of this procurement.
It is inadequate to simply state that you understand and will comply
with the specifications, or to paraphrase the specifications such as:
"standard procedures will be employed to..." or "well-known techniques
will be used for...". The proposal shall explain comprehensively how you
propose to comply with the SOW, as well as, the techniques and
procedures you propose to implement.

In the event that you propose to involve other organizations in
conducting this work, their relationships shall be explained, and their
proposed contributions to the work shall be identified and integrated
into each part of the proposal, as appropriate.

Some examples of Task / Delivery Orders (T/DO) are provided in Appendix
A. These T/DOs are included for technical and costing purposes and
provide additional insight into more specific technical requirements for
tasks within the SOW.

Some or all of your proposed offsite facilities will be subject to site
visits for evaluation and insight into facilities, laboratories, and
processes.

Applicable technical documents can be accessed in the electronic
technical library available for this procurement, which can be accessed
at the following address:

<http://jsc-web-pub.jsc.nasa.gov/bd01/BIO/default.asp>

You will need to contact the Contracting Officer, Kristi L. Fryer, at
281-244-5840 to obtain a user name and password for the ability to
access the electronic technical library.

II\. GENERAL

> **A.** **[COPIES OF PROPOSALS]{.underline}**
>
> Offerors shall provide twenty-five (25) copies of Volume I, fifteen
> (15) copies of Volume II, fifteen (15) copies of Volume III,
> twenty-five (25) copies of Volume IV, and ten (10) copies of Volume V.
> In addition, offerors shall provide two (2) copies of their entire
> proposals electronically on CD ROM. Only Volume I is subject to page
> limitations set forth in provision L.7. The other four volumes
> (Volumes II through V) and RFP forms (1, 2, all cost data forms, and
> all total compensation forms) do not have a page limitation.
>
> B. [PERIOD COVERED BY PROCUREMENT]{.underline}
>
> This solicitation covers a basic 5-year period with a 3-year and
> 2-year option, respectively, for a total potential period of
> performance of 10 years.
>
> Offerors shall submit firm cost proposals for each year in the basic
> period and for each year in the option periods. More information on
> preparation of the cost proposals is contained later in Section L
> under instructions relating the cost factor.
>
> C. [GOVERNMENT-PROVIDED PROPERTY AND SERVICES]{.underline}
>
> Services and property to be furnished by the Government for use on the
> proposed contract are as set forth in Section G, JSC Alternate I to
> NASA Clause 18-52.245-77, LIST OF INSTALLATION PROVIDED PROPERTY AND
> SERVICES and NASA 1852.245-76 LIST OF GOVERNMENT-FURNISHED PROPERTY.
>
> Consistent with contracts currently supporting Bioastronautics
> activities, the Government will provide a set amount of computers at
> no cost to the contractor for direct work done on-site under the
> Bioastronautics Contract. The Government plans to provide 750
> computers to the Bioastronautics Contract at no cost to the contractor
> through the ODIN contract (or its successor), contract number NAS
> 5-98144. The types and capabilities of the computers that will be made
> available are limited to what is available from the ODIN contract. If
> capabilities are required that are not available from the ODIN
> contract, the contractor shall be responsible for providing those
> capabilities. Any additional computers over and above the 750
> computers that are planned to be provided by the Government for
> contractor use on-site, shall be provided by the contractor.

# D. [FACILITIES FOR BASELINE OPERATIONAL READINESS]{.underline}

> The current plan for the Bioastronautics program and this contract is
> to use a combination of existing laboratories and facilities onsite at
> JSC and offsite, both government-furnished and contractor furnished,
> that will successfully accomplish the work in the Statement of Work.
> Offerors shall use the existing on-site facilities listed in
> Attachment J-13 in their approach to providing facilities applicable
> to Baseline Operational Readiness as described in the Statement of
> Work (WBS 1.1). Offerors are to propose supplemental off-site
> facilities over and above the on-site facilities being made available
> to complete the facilities required for Baseline Operational
> Readiness.
>
> **E. [ON-SITE OFFICE SPACE]{.underline}**
>
> NASA's current estimate of office space available for on-site
> Bioastronautics Contract personnel:

+------------------------------+---------------------------------------+
| **BUILDING**                 | > **SPACE AVAILABLE**                 |
+------------------------------+---------------------------------------+
| # Bldg. 17                   | > 1340 sq. ft.                        |
+------------------------------+---------------------------------------+
| Bldg. 15                     | > 2815 sq. ft.                        |
+------------------------------+---------------------------------------+
| Bldg. 13                     | > 480 sq. ft.                         |
+------------------------------+---------------------------------------+
| Bldg. 31                     | > 1440 sq. ft.                        |
+------------------------------+---------------------------------------+
| *[Bldg. 36]{.underline}*     | > *[900 sq. ft.]{.underline}*         |
+------------------------------+---------------------------------------+
| Bldg. 37                     | > 11700 sq. ft.                       |
+------------------------------+---------------------------------------+
| Bldg. 8                      | > 1430 sq. ft.                        |
+------------------------------+---------------------------------------+
| Bldg. 29                     | > 2970 sq. ft.                        |
+------------------------------+---------------------------------------+

> **F. [FACILITIES ASSIGNED TO OTHER CONTRACTS]{.underline}**
>
> The following facilities will remain under contract to NAS9-19100
> until December 31, 2003. Phase-in plans for baseline operational
> readiness shall assume that these facilities will not be added to the
> Bioastronautics Baseline Operational Readiness set of laboratories and
> facilities until January 1, 2004. Functions performed in these
> facilities will be performed under NAS9-19100 until December 31, 2003,
> and shall not be the responsibility of the Bioastronautics Contract
> until January 1, 2004.

+---+------------------------------+---------+----------+------+------+
|   | # Gov                        | (Room   |          |      |      |
|   | ernment Facilities Available | numbers |          |      |      |
|   |                              | do not  |          |      |      |
|   | \*\* Note #1: 5 facilities   | include |          |      |      |
|   | in this list marked with     | office  |          |      |      |
|   | \*\* will remain under       | areas   |          |      |      |
|   | contract NAS9-19100 until    | for     |          |      |      |
|   | December 31, 2003.           | pe      |          |      |      |
|   |                              | rsonnel |          |      |      |
|   |                              | or      |          |      |      |
|   |                              | storage |          |      |      |
|   |                              | areas)  |          |      |      |
+---+------------------------------+---------+----------+------+------+
| * | **Area**                     | **Bui   | **Room** |      |      |
| * |                              | lding** |          |      |      |
| R |                              |         |          |      |      |
| e |                              |         |          |      |      |
| f |                              |         |          |      |      |
| : |                              |         |          |      |      |
| * |                              |         |          |      |      |
| * |                              |         |          |      |      |
+---+------------------------------+---------+----------+------+------+
| 6 | \*\*Space Radiation          | 31      | 255      |      |      |
|   | Dosimetry Lab                |         |          |      |      |
|   |                              |         |          |      |      |
|   | (See note #1)                |         |          |      |      |
+---+------------------------------+---------+----------+------+------+
| 7 | \*\*Radiation Electronics    | 31      | 229      | 229A |      |
|   | Lab (See note #1)            |         |          |      |      |
+---+------------------------------+---------+----------+------+------+
| 9 | \*\*Space Radiation Analysis | 31      | 264      |      |      |
|   | Group Radiation Operations   |         |          |      |      |
|   | Support Area (SRAG ROSA)     |         |          |      |      |
|   | (See note #1)                |         |          |      |      |
+---+------------------------------+---------+----------+------+------+
| 3 | \*\*Tele Science Center (See | 36      | 250A     | 2028 | 1005 |
| 7 | note #1)                     |         |          |      |      |
+---+------------------------------+---------+----------+------+------+
| 3 | \*\*Baseline Data Collection | 266     | 106-117  |      |      |
| 8 | (See note #1)                |         |          |      |      |
+---+------------------------------+---------+----------+------+------+

> G. [PROPOSAL CONTENT]{.underline}
>
> Offerors are requested to provide information responsive to the items
> set forth below. This information is considered essential for the
> Government to conduct a fair and uniform evaluation of proposals in
> accordance with the evaluation factors and subfactors provided in
> Section M. The items listed are not, however, all-inclusive, and
> offerors should therefore include in their proposals any further
> discussion that they believe to be necessary or useful in
> demonstrating their ability to understand and perform the work under
> the contemplated contract.

**III.** **VOLUME I -- TECHNICAL AND MANAGEMENT**

> **A. [TECHNICAL APPROACH]{.underline}**
>
> **1.** **[Overall Technical Approach]{.underline}**
>
> In this section discuss your overall technical approach to the
> Statement of Work requirements including any technical activities that
> apply contract-wide.
>
> Specify any innovative methods you would employ, and provide adequate
> rationale for any proposed innovations.
>
> **2. [Technical Approach to Part 1: Bioastronautics Core
> Capability]{.underline}**
>
> Discuss your technical approach to Part 1 of the SOW. Discuss the
> Baseline Operational Readiness element of Part 1 and the Contract
> Management and Administration element of Part 1. Discuss all
> activities proposed to satisfy the requirements of each of the
> sub-elements (1.1.1 through 1.1.4 and 1.2.1 through 1.2.12) under
> their respective headings in the order in which they appear in the
> SOW. Demonstrate your understanding of the overall and specific
> requirements of the SOW. Provide detailed descriptions of any
> innovative methods you would employ for Part 1, and provide adequate
> rationale for proposed innovations.
>
> In particular, for Section 1.1 of the SOW discuss the rationale for
> your technical approach to providing Baseline Operational Readiness
> (BOR). A BOR Plan shall be prepared as specifically described in the
> instructions for Volume II: Plans, Part F entitled "Baseline
> Operational Readiness Plan". The BOR Plan shall be included in Volume
> II. The rationale for your technical approach in the BOR Plan shall be
> discussed in Volume I.
>
> When addressing your technical approach to Part 1, be sure to address
> the following areas:
>
> a\. [Understanding of Requirements]{.underline}
>
> Describe your technical approach for providing excellent performance
> of tasks performed under Part 1 of the Statement of Work. Your
> technical approach shall demonstrate and understanding of the overall
> and specific requirements of Part 1 requirements.
>
> b\. [Skill Mix and Staffing]{.underline}
>
> Explain how the skill mix and staffing levels proposed are appropriate
> for accomplishing tasks under Part 1 of the Statement of Work.
> Additional detail shall be provided in Volume IV as specifically
> instructed in the Technical Resources Volume (Volume IV) instructions
> regarding technical resources for Part 1 requirements.
>
> c\. [Qualifications and Experience]{.underline}
>
> Address the qualifications and experience levels of personnel.
> Describe your qualification standards applicable to Part 1 of the SOW.
>
> d\. [Technical Systems, Facilities, and Other
> Capabilities]{.underline}
>
> Describe the technical systems, facilities, and other capabilities
> that will enhance your ability to perform contract requirements
> effectively and efficiently. For any technical system proposed, you
> shall fully describe the system, identify any existing system(s) it is
> intended to replace, describe how any existing system(s) would be
> transitioned to the new system, identify the contract requirements
> that will benefit from using the new system, and describe how the
> system can improve performance. For facilities or other capabilities
> proposed, you shall fully describe them, demonstrate possession of
> them, identify the contract requirements that will benefit from them,
> and describe how they can improve performance. Provide detail on any
> innovative methods you would employ, and provide adequate rationale
> for any proposed innovations.
>
> e\. [Technical Risk Assessment]{.underline}
>
> Describe the processes you will use to accurately identify, monitor,
> and control technical risks. Identify those specific technical risks
> that you believe should be addressed relative to performance of work
> under Part 1 of the SOW and your plans to mitigate or accept each
> risk. Provide detail on any innovative methods you would employ, and
> provide adequate rationale for any proposed innovations.
>
> **3. [Technical Approach to Part 2: Bioastronautics Operations,
> Research, and Flight Hardware]{.underline}**
>
> Discuss your technical approach to Part 2 of the SOW. Discuss each of
> the major elements of the SOW and discuss all activities proposed to
> satisfy the requirements of each of the sub-elements under their
> respective headings in the order in which they appear in the SOW.
> Provide detailed descriptions of any innovative methods you would
> employ for Part 2, and provide adequate rationale for proposed
> innovations. Your specific technical approach to the example
> Task/Delivery Orders listed in Appendix A shall be included in Volume
> IV as specifically described in the proposal instructions in Section
> L, Volume IV, "Technical Resources".
>
> When addressing your technical approach to Part 2, be sure to address
> the following areas:
>
> a\. [Understanding of Requirements]{.underline}
>
> Describe your technical approach for providing excellent performance
> for Part 2 of the Statement of Work. Your technical approach shall
> demonstrate your understanding of the overall and specific
> requirements for Part 2.
>
> Within your comprehensive discussion of Statement of Work elements in
> Part 2, address the following specific topics:
>
> 1\. [Section 2.1.2.2 of the SOW \-- Space Food Systems]{.underline}
>
> Discuss your approach to assessing and successfully implementing a
> space food development and provisioning program.
>
> 2\. [Section 2.1.3.1 of the SOW \-- Acoustics]{.underline}
>
> Discuss how you will analyze spacecraft acoustic environments and
> implement a noise mitigation program.
>
> 3\. [Section 2.1.3.3 of the SOW -- Radiation]{.underline}
>
> Discuss your approach, tools, and capabilities to address both
> research on space radiation and operational astronaut radiation
> health.
>
> 4\. [Sections 2.1.3.4 and 2.1.3.5 of the SOW \-- Toxicology and Water
> Quality]{.underline}
>
> Discuss your approach to applying the benchmark dose approach for
> recommending human exposure standards for spacecraft air and water
> quality.
>
> 5\. [Section 2.1.3.4 of the SOW \-- Toxicology]{.underline}
>
> Discuss your approach to providing veterinary support during space
> flight of laboratory animals.
>
> 6\. [Section 2.2 of the SOW -- Human Adaptation and
> Countermeasures]{.underline}
>
> Discuss how you will support and implement space flight research on
> humans and animals.
>
> 7\. [Section 2.2.7.11 of the SOW -- Human Adaptation and
> Countermeasures]{.underline}
>
> Discuss how you will comply with the informed consent and patient
> information privacy policies.
>
> 8\. [Section 2.3.2 of the SOW -- Flight Clinic]{.underline}
>
> Discuss your approach to developing a comprehensive wellness program
> for astronauts. Also, discuss how you will implement the NASA Health
> and Stabilization Program.
>
> 9\. [Section 2.3.3 of the SOW -- Astronaut Medical
> Selection]{.underline}
>
> Discuss the capabilities you bring to support the comprehensive
> physical and psychiatric selection of astronaut crews.
>
> 10\. [Section 2.4.8 of the SOW]{.underline}
>
> Discuss your approach to provide outreach services to a
> multi-disciplinary organization.
>
> 11\. [Section 2.5.2 of the SOW -- Project Management]{.underline}
>
> Discuss your approach to managing, integrating, and operating large
> flight hardware payloads into the Space Shuttle and the International
> Space Station.
>
> 12\. [Section 2.5.1 of the SOW -- Mission Management]{.underline}
>
> Discuss your approach to crew training for real-time operations of
> experiments.
>
> 13\. [Section 2.6.1 of the SOW -- Types of projects and
> products]{.underline}
>
> Discuss your ability to design, develop, test, and certify flight
> hardware in accordance with JSC flight hardware work instructions.
>
> 14\. [Section 2.6.1 of the SOW -- Types of projects and
> products]{.underline}
>
> Discuss your ability to sustain deployed flight hardware.
>
> 15\. [Section 2.6.2 of the SOW -- Use of Off-the-shelf
> Hardware]{.underline}
>
> Discuss your approach to modifying COTS hardware to meet space flight
> requirements, in accordance with JSC flight hardware work
> instructions.
>
> b\. [Skill Mix and Staffing]{.underline}
>
> Explain how the skill mix and staffing levels proposed are appropriate
> for accomplishing tasks under Part 2 of the Statement of Work.
> Additional detail shall be provided in Volume IV as specifically
> instructed in the Technical Resources Volume (Volume IV) instructions
> applicable to technical resources for Part 2 requirements.
>
> c\. [Qualifications and Experience]{.underline}
>
> Address the qualifications and experience levels of personnel.
> Describe your qualification standards applicable to Part 2 of the SOW.
>
> d\. [Technical Systems and Other Capabilities]{.underline}
>
> Describe the technical systems and other capabilities that will
> enhance your ability to perform contract requirements effectively and
> efficiently. For any technical system proposed, you shall fully
> describe the system, identify any existing system(s) it is intended to
> replace, describe how any existing system(s) would be transitioned to
> the new system, identify the contract requirements that will benefit
> from using the new system, and describe how the system can improve
> performance. For other capabilities proposed, you shall fully describe
> them, demonstrate possession of them, identify the contract
> requirements that will benefit from them, and describe how they can
> improve performance.
>
> e\. [Technical Risk Assessment]{.underline}
>
> Describe the processes you will use to accurately identify, monitor,
> and control technical risks. Identify those specific technical risks
> that you believe should be addressed relative to performance of work
> under Part 2 of the SOW and your plans to mitigate or accept each
> risk.
>
> B. [MANAGEMENT AND KEY PERSONNEL]{.underline}
>
> 1\. [Overall Management Approach]{.underline}
>
> Describe your overall management approach to Statement of Work
> requirements. This should include how Part 1 and Part 2 of the SOW
> will be managed as a whole and how management activities in Part 1
> support the IDIQ and LOE activities in Part 2 of the contract.
> Describe any innovations and efficiencies you plan to implement and
> gain through your management approach and provide adequate rationale
> for proposed innovations.
>
> When discussing your overall management approach, be sure to address
> the following areas:
>
> a\. [Organizational Structure]{.underline}
>
> Describe your overall proposed organizational structure, including a
> chart depicting the proposed organization, and provide the rationale
> for its application to the contract requirements. Discuss the details
> of formal arrangements with any proposed subcontractors, team members,
> or joint venture partners. Describe the communication channels, lines
> of authority (including the line of succession if Program Manager is
> unavailable), reporting relationships, and responsibilities of all
> organizational elements. Include in this discussion any proposed
> subcontractors, team members, or joint venture partners proposed to
> illustrate their relationships within the proposed structure or
> between the organizational elements and any other proposed
> subcontractors, team members, or joint venture partners. Describe the
> reporting responsibilities of the Program Manager to corporate
> management and the relationship between the Program Manager and the
> prime contractor's corporate management as well as the management of
> any proposed subcontractors, team members, or joint venture partners.
> Describe the organizational elements within the overall organization
> considered most critical to satisfactory accomplishment of all
> performance requirements and provide rationale as to why these are
> judged most critical within the framework of the overall organization.
> Provide supporting rationale that demonstrates the proposed
> organizational approach will ensure success in each of the critical
> areas identified.
>
> b\. [Work Breakdown Structure (WBS)]{.underline}
>
> Provide a WBS down to the third level and explain the rationale for
> the WBS.
>
> c\. [Attracting and Retaining Personnel]{.underline}
>
> Discuss your overall management approach to attracting and retaining
> high caliber personnel capable of meeting SOW requirements at a high
> level of excellence. Describe how you will maintain an environment in
> which highly skilled and talented people will make long-term
> commitments to achieving the Bioastronautics mission. Describe
> incentives that you will use to motivate and reward performance and
> encourage the retention of personnel. Describe the policies,
> procedures, and experience related to these incentives. Specific
> information relating to the wages, salaries, and fringe benefits of
> employees specifically instructed in Section L, Volume II, Part E,
> entitled "Total Compensation Plan" shall be included within the Total
> Compensation Plan.
>
> d\. [Customer Interface]{.underline}
>
> Describe how your overall approach to create an efficient and
> effective interface to the Government in the management of Statement
> of Work tasks.
>
> e\. [Customer Satisfaction]{.underline}
>
> Describe how you will measure and report overall customer satisfaction
> and how you plan to develop and maintain customer relationships.
> Describe the steps that you will take to ensure that customer
> interactions are positive (e.g., meeting contract requirements in a
> friendly, professional manner). Describe the steps that you will take,
> if any, to continuously improve overall customer satisfaction.

2\. [Management of Part 1: Bioastronautics Core
Capabilities]{.underline}

> Discuss your management approach to Bioastronautics Core Capabilities
> (Part 1 of the Statement of Work). Provide detail to any innovations
> and efficiencies you plan to implement and gain from through your
> management approach for Part 1 and provide adequate rationale for
> proposed innovations. Discuss your approach to managing Baseline
> Operational Readiness. In particular, discuss your approach to
> optimizing the complementary relationship of the Baseline Operational
> Readiness task with the T/DOs that will implement the requirements of
> Part 2. Discuss your approach to Contract Management and
> Administration for this contract. Additional detail for your approach
> shall be discussed in the Quality Plan and the Modified Cost
> Performance Report Plan as specifically described in the instructions
> in Section L, Volume II, "Plans", Parts A and D, respectively.
>
> When discussing your management approach to Part 1 as described above,
> be sure to address the following areas:
>
> a\. [Organizational Approach]{.underline}
>
> Discuss in detail your organizational approach to managing
> Bioastronautics Core Capabilities. Discuss the rationale for selection
> of proposed subcontractors, team members, or joint venture partners,
> both large and small businesses, that will be performing Part 1 tasks.
> Discuss the level of expertise and the necessary capabilities of the
> proposed subcontractors, team members, or joint venture partners.
>
> b\. [Management of Part 1 Tasks]{.underline}
>
> Describe the management policies, processes, procedures, and
> techniques the prime offeror and any proposed subcontractors, team
> members, or joint venture partners will utilize to manage Part 1
> tasks. Include a description of your approach for how you will
> separate and maintain proper accountability relating to charging tasks
> to Part 1 as opposed to charging tasks to Part 2 task/delivery orders.
> Describe what metrics you will establish, monitor, and report on to
> assure the effectiveness and efficiency of Part 1 tasks. Describe what
> metrics you will maintain and report on applicable to the level of
> facility and laboratory utilization of each baseline laboratory and
> facility including the demands for BOR services that were met and the
> demands for BOR services that were not met.
>
> c\. [Risk Assessment]{.underline}
>
> Discuss your processes for risk assessment and how they will be used
> in the management of Part 1 tasks.
>
> d\. [Customer Interface]{.underline}
>
> Describe how you will create an efficient and effective interface to
> the Government in the management of Part 1 tasks. Specifically,
> describe the management policies, processes, procedures, and
> techniques the prime offeror and any proposed subcontractors, team
> members, or joint venture partners will use to create an efficient and
> effective interface to the government.
>
> e\. [Customer Satisfaction]{.underline}
>
> Describe the policies, processes, procedures, and techniques you will
> use to measure the effectiveness of products and services delivered
> for Part 1 and how well customer expectations are being met.

3\. [Management of Part 2: Bioastronautics Operations, Research, and
Flight Hardware]{.underline}

> Discuss your management approach to Bioastronautics Operations,
> Research, and Flight Hardware (Part 2 of the Statement of Work).
> Discuss your management approach applicable to each area within Part 2
> of the Statement of Work. Provide detail to any innovations and
> efficiencies you plan to implement and gain from through your
> management approach for Part 2 and provide adequate rationale for
> proposed innovations.
>
> When discussing your management approach to Part 2 as described above,
> be sure to address the following areas:
>
> a\. [Organizational Approach]{.underline}
>
> Discuss in detail your organizational approach to managing
> Bioastronautics operations, research, and flight hardware. Discuss the
> rationale for selection of proposed subcontractors, team members, or
> joint venture partners, both large and small businesses, that will be
> performing Part 2 tasks. Discuss the level of expertise and the
> necessary capabilities of the proposed subcontractors, team members,
> or joint venture partners.
>
> b\. [Management of Part 2 Tasks]{.underline}
>
> Describe the management policies, processes, procedures, and
> techniques the prime offeror and any proposed subcontractors, team
> members, or joint venture partners will utilize to manage Part 2
> tasks. Include a description of your approach to management of
> detailed tasks issued under the IDIQ and LOE functions of the
> contract. Describe your approach to management of T/DOs issued in
> relation to schedules, milestones, deliverables, and cost and how your
> management approach will lead to excellent performance that
> accomplishes the detailed requirements. Include how you plan to manage
> tasks down to a sub-task level. Describe your approach to estimating,
> negotiating, and completing task and delivery orders (T/DO). Show how
> your approach will result in rapid processing of new T/DOs and
> amendments that may be required. Describe your project reporting
> structure and your approach to monitoring and reporting
> project-by-project problems and progress. Show how your project
> management will interface with the EVMS.
>
> c\. [Risk Assessment]{.underline}
>
> Discuss your processes for risk assessment and how they will be used
> in the management of T/DOs.
>
> d\. [Customer Interface]{.underline}
>
> Describe how you will create an efficient and effective interface to
> the Government in the management of Part 2 tasks. Specifically,
> describe the management policies, processes, procedures, and
> techniques the prime offeror and any proposed subcontractors, team
> members, or joint venture partners will use to create an efficient and
> effective interface to the government.
>
> e\. [Customer Satisfaction]{.underline}
>
> Describe the policies, processes, procedures, and techniques you will
> use to measure the effectiveness of products and services delivered
> for Part 2 and how well customer expectations are being met.
> Specifically, discuss how you will verify that the goods and services
> produced by a T/DO meet the acceptance criteria for that T/DO. Discuss
> how you will close out a T/DO after it is completed, especially with
> respect to finalizing the cost of the completed work.

4\. [Key Personnel]{.underline}

> Complete RFP Form 1 for each person proposed to perform the functions
> of Program Management and other personnel considered key to your
> organization in accomplishing tasks under the contract. Explain why
> each person proposed is considered key personnel for this contract.
>
> Describe the minimum qualification standards (training,
> certifications, type and length of experience, etc.) you will use to
> replace key personnel, if required, during the term of the contract.
> Provide this information for each key position. Describe how key
> personnel will be monitored to ensure that they satisfy your minimum
> qualification standards.

5\. [Phase-In]{.underline}

> *[Two phase-in periods are anticipated. The first phase-in will occur
> during the 60 days prior to the effective date of the contract, which
> is anticipated to be April 1, 2003. The second phase-in will be for
> the NAS 9-19100 work and will occur during the 60 days prior to the
> assumption of that work on January 1, 2004. The first phase-in period
> will include the negotiation and finalization of all IDIQ and LOE
> task/delivery orders that are due to start at the effective date of
> the contract. The second phase-in period will include the negotiation
> and finalization of all IDIQ and LOE task/delivery orders that are due
> to start at the assumption of the work from NAS 9-19100.]{.underline}*
>
> Describe in detail the plan*[s]{.underline}* for accomplishing smooth
> phase-in *[periods]{.underline}* without compromising effective and
> efficient operations of the current contracts. Provide the management
> milestones, and all associated schedules that you believe are required
> from *[the]{.underline}* start of *[each]{.underline}* phase-in to the
> full assumption of contract responsibilities.
>
> Describe the steps you will take, including any you have taken to
> date, to assure that the contract will be fully staffed at the
> effective date of the contract *[for Phase I and for the transition of
> NAS 9-19100 work on January 1, 2004 for Phase II]{.underline}*.
> Include a table of personnel sources, noting the percentage of the
> total workforce you intend to recruit from the following sources:
>
> a\. Offeror's own resources
>
> b\. Other divisions of the company
>
> c\. Incumbent contractor's workforce
>
> d\. Outside recruitment
>
> Describe, in detail, your plans for certifying and training your
> personnel for assuming operational responsibility, including key and
> critical personnel and functions.

IV\. VOLUME II - PLANS

> A. [QUALITY PLAN]{.underline}
>
> This plan will be evaluated under the Management and Key Personnel
> sub-factor.
>
> Offerors shall submit a Quality Plan. The Quality Plan shall describe
> the quality assurance policies, standards, procedures, processes and
> techniques that you propose to use to implement the requirements
> specified in the Quality Plan DRD in Attachment J-5.
>
> B. [SAFETY AND HEALTH PLAN]{.underline}
>
> This plan will be evaluated under the Safety and Health sub-factor.
>
> Offerors shall submit a Safety and Health Plan in accordance with FAR
> Clause 1852.223-73, "Safety and Health Plan". The offeror shall also
> show how their Safety and Health Plan will comply with the Safety and
> Health Plan DRD in Attachment J-5.
>
> C. [SMALL BUSINESS SUBCONTRACTING PLAN]{.underline}
>
> The overall Small Business Subcontracting Plan will be evaluated under
> the Management and Key Personnel sub-factor.
>
> The Small Disadvantaged Business (SDB) aspects of this plan will be
> evaluated under the sub-factor entitled "Small Disadvantaged Business
> Subcontracting Goals".
>
> In accordance with Section I Clause 52.219-9 of this solicitation,
> each large business offeror shall submit with its proposal a Small
> Business Subcontracting plan (The plan is not required to be submitted
> by small business offerors). The offeror shall make an independent
> assessment of small business subcontracting opportunities and
> specifically address how they plan to attain or exceed the small
> business subcontracting goals for the contract (see Section H for
> specific goals).
>
> Specifically relating to the Mission Suitability subfactor entitled
> "Small Disadvantaged Business Subcontracting Goals", the offeror shall
> address the following:
>
> 1\. Include identification of specific SDB's that will perform work on
> the contract if known; the extent of commitment to use SDB concerns
> and the types and amount of work to be performed by SDB's. In
> addition, the offeror shall identify and discuss its past performance
> in complying with contract specific subcontracting goals for SDB
> participation.

2.  The offeror shall make an assessment of small business
    subcontracting opportunities to attain or exceed the SDB
    subcontracting goal listed for this contract. The offeror shall
    discuss its plan for insuring the maximum practicable participation
    of SDB firms in the NAICS code major groups as determined by the
    Department of Commerce (the authorized groups) in the performance of
    the contract. The designated

> NAICS groups may be found at:
>
> <http://www.arnet.gov/References/sdbadjustments.htm>
>
> 3\. The offeror shall provide targets for the 10-year contract period
> of performance. These targets shall be expressed as dollars and
> percentages of total contract value in each joint venture partner and
> team member, and a total target for SDB participation shall be
> specified. If the offeror is an SDB that has waived the SDB price
> evaluation adjustment in accordance with FAR52.219-23, it shall
> provide with its offer a target for the work that it intends to
> perform in the authorized groups as the prime contractor. Target will
> be incorporated into and become part of any resulting contract. The
> offeror shall describe its approach and methods for ensuring SDB
> participation.
>
> D. [MODIFIED COST PERFORMANCE REPORT PLAN]{.underline}
>
> This plan will be evaluated under the Management and Key Personnel
> sub-factor.
>
> Offerors shall provide a Modified Cost Performance Report Plan. The
> plan shall discuss your strategy for using an EVMS to track and
> measure the contractor's performance to contract requirements, which
> includes performance related to deliverables, milestones, schedule,
> and cost. Address your proposed EVMS in accordance with clauses NFS
> 1852.242-76 "Modified Cost Performance Report" and NFS 1852.242-77
> "Modified Cost Performance Plans".
>
> E. [TOTAL COMPENSATION PLAN (TCP)]{.underline}
>
> This plan will be evaluated under the Management and Key Personnel
> sub-factor.
>
> Offerors shall provide a TCP in accordance with FAR
> *[5]{.underline}*2.222-46 "Evaluation Of Compensation For Professional
> Employees." The TCP shall identify and discuss wages, salaries, and
> fringe benefits for professional employees and non-exempt service
> employees for both the prime and subcontractors. It shall address the
> requirements of the Service Contract Act and commit to the compliance
> of all wage determinations.
>
> Your TCP shall include the following:
>
> 1\. Provide your company's salary range for each labor classification
> identified. Salary ranges should also reflect the impact of employment
> tenure. Describe planned escalations for exempt and non-exempt
> employees. The offeror shall submit completed Compensation Forms (a)
> and (b), "Salaries and Wages" for *[contract year one including
> escalation rates for years 2-10.]{.underline}*
>
> 2\. Identify on Compensation Form (c), "Fringe Benefits", which of the
> fringe benefits listed will be applicable to the employees identified,
> any differences in site location should be annotated. Adjacent to the
> fringe benefits to be provided, indicate the company's cost of the
> fringe benefit, what percent the cost is of payroll, and the cost in
> dollars/cents per hour for each benefit.
>
> 3\. Discuss your company's fringe benefit policies and practices
> (Compensation Form (d), "Personnel and Fringe Benefits Policies".
> Address escalation and employer/employee cost sharing ratios. Describe
> your policy on assuming health insurance coverage for incumbent
> employees, including the coverage of pre-existing medical conditions.
> Any differences in fringe benefit policies or practices for the
> different site locations should be annotated.
>
> 4\. Discuss other salary payment policies, such as cost-of-living
> adjustments, relocation expenses, reduction in force including
> severance pay, overtime pay, holiday pay, and any other premium pay
> anticipated. If uncompensated overtime is proposed, the offeror shall
> discuss the effects of uncompensated overtime on the TCP and provide a
> discussion as to whether the uncompensated overtime is voluntary or
> involuntary.
>
> 5\. The offeror shall discuss the policy for dealing with seniority
> and recognition of seniority if incumbents are hired. The discussion
> shall include a statement regarding the offeror's intent with respect
> to paying incumbent employees the amount they are currently earning
> with salaries/wages and fringe benefits, including accrued leave.
>
> 6\. If the offeror or other divisions of the parent company is/are
> performing a Government contract employing skills of a comparable
> professional level in the local area or at the same site of
> performance as this proposed contract, any differences in the TCP for
> the proposed effort and other contracts shall be identified. The
> rationale for these differences shall be explained.
>
> 7\. Explain how wage/salary ranges were established. Supporting
> information shall include data, such as recognized national and
> regional compensation surveys and studies of professional, public and
> private organizations used in establishing this proposed TCP.
>
> 8\. Provide a discussion of prior experience with this proposed TCP,
> including such information as the length of time you (or other
> elements of the company) have used the TCP and the turnover
> experienced with this TCP compared to the national average.
>
> F. [BASELINE OPERATIONAL READINESS PLAN]{.underline}
>
> This plan will be evaluated under the Technical Approach sub-factor.
>
> The offeror shall submit a Baseline Operational Readiness Plan. A
> listing of available Government-furnished laboratories and facilities
> is listed in Attachment J-13. The plan shall identify each laboratory
> and/or facility, either government furnished or contractor furnished,
> that is included in the baseline set. Each facility or laboratory has
> general requirements that define operational readiness for that
> facility or laboratory. The general requirements for every baseline
> facility and laboratory are listed in the SOW. All specific tasks
> related to the general requirements in the SOW such as certifications,
> calibrations and other factors that define baseline operational
> readiness for each laboratory and/or facility shall be listed in the
> plan.

**V. VOLUME III -- PAST PERFORMANCE**

> A. [General Performance]{.underline}
>
> The Source Evaluation Board will contact organizations for which your
> company has previously performed work in order to obtain appraisals of
> your company\'s performance. In order to facilitate these checks, when
> completing the forms identified below, supply the name, address, and
> telephone numbers of customers' technical managers and contracting
> officials most familiar with the contract for which the data is being
> provided. Offerors shall ensure that phone numbers and times of
> availability provided for references are current and correct.
>
> Complete RFP Form 2 to identify up to 5 contracts (completed and
> ongoing) over \$5 million in total value that the prime contractor or
> any proposed joint venture partner(s) has had within the past three
> years that best shows your ability to perform the Bioastronautics
> Contract work.
>
> Additionally, each proposed subcontractor / team member expected to
> perform Bioastronautics Contract services over \$10 million total
> (over a 10-year contract), shall complete Form 2 to identify up to 5
> contracts (completed and ongoing) held by those legal entities during
> the past three years that best shows their ability to perform work.
> Identify those contracts that are held by the same legal entity (e.g.
> company / division, or subsidiary), if applicable, that will perform
> under the proposed contract.
>
> B. [Safety and Environmental Performance]{.underline}
>
> Offerors are to provide a statement of their past safety performance
> on contracts identified above. A statement shall be made regarding any
> OSHA citations of your company's operations during the past 5 years.
> For those contracts cited above, records of your company's OSHA
> recordable injuries and illnesses shall be included. The records
> typically include, for each worksite, as a minimum, one copy of each
> year's OSHA logs for these past 5 years as required by Title 29 of the
> Code of Federal Regulations, Section 1904.5(d) including the number of
> employees at the worksite and the calculated OSHA recordable frequency
> rate; and the Standard Industrial Classification Code utilized. If you
> propose a joint venture or prime subcontractor relationship, the same
> information shall be provided for each company proposed.
>
> Offerors shall provide a statement of their past environmental
> performance. A statement shall be made regarding any environmental
> related citation of your company's operations in the past 5 years.
> Citations may have come from, but not limited to, Federal, State, and
> local environmental agencies. If you propose a joint venture or a
> prime-subcontractor relationship, the same information shall be
> provided for each company proposed.
>
> In addition, to the above, a list of all safety and health insurance
> carriers that have underwritten the Offeror's workers' compensation
> program or equivalent for the last 5 years shall be provided. This
> list of insurance carriers shall include a point of contact and phone
> number to aid proposal evaluators in verifying the Offeror's
> statements of its past safety and health performance. Please authorize
> the listed insurance carriers to respond to questions asked by the
> Government. In addition, the workers' compensation experience
> modifier, including the state formula utilized for the computation,
> shall be included, along with the loss ratio for the past 5 years
> (where the loss ratio is defined as the ratio of losses to premium).
> All figures used for computation shall be shown. Information on the
> liability and lawsuit history related to safety and health performance
> shall also be provided. Data shall be provided in the form of a
> certification letter from the insurance carrier. In the event the
> company is self insured, the same information shall be provided and
> certified with the signature of a responsible company official. If you
> propose a joint-venture or prime-subcontractor relationship, the same
> information shall be included for each company proposed.
>
> **C. [Quality System Experience]{.underline}**
>
> Each offeror is requested to provide copies of the ISO certifications
> it has received elsewhere in the past three (3) years. If offerors
> propose a joint venture, team member, or prime/subcontractor
> relationship with multiple legal entities, the same information shall
> be provided for all legal entities identified in the proposal.

**VI.** **VOLUME IV -- TECHNICAL RESOURCES**

> A. BACKGROUND
>
> This section will address the relevance of Volume IV, Technical
> Resources Volume and how it relates to Volume I, Technical and
> Management (T&M) and Volume V, Cost.

+-------------------+------------------------------+-------------------+
| Volume I: T&M     |                              | > Page limitation |
+-------------------+------------------------------+-------------------+
| Section A:        | > Addresses                  | > 150 Pages;      |
|                   | > co                         | > Sections A & B  |
| Technical         | ncepts/approaches/strategies | > Combined        |
| Approach          | > for accomplishing          |                   |
|                   | > technical requirements for |                   |
|                   | > the overall SOW            |                   |
+-------------------+------------------------------+-------------------+
| Section B:        | > Addresses overall          | > (see above)     |
| Management and    | > management approach to     |                   |
|                   | > accomplishing the SOW      |                   |
| Key Personnel     | > requirements. Also,        |                   |
|                   | > addresses how SOW Parts 1  |                   |
|                   | > and 2 will be managed as   |                   |
|                   | > well as how activities in  |                   |
|                   | > Part 1 support the IDIQ    |                   |
|                   | > and LOE activities in Part |                   |
|                   | > 2.                         |                   |
+-------------------+------------------------------+-------------------+
| Volume IV:        |                              |                   |
|                   |                              |                   |
| Technical         |                              |                   |
| Resources         |                              |                   |
+-------------------+------------------------------+-------------------+
| > Core            | > Addresses the specifics of | > 50 Pages;       |
|                   | > type and quantity of       | > applies only to |
|                   | > resources needed to        | > the narrative   |
|                   | > accomplish each WBS. Also, | > (text) for      |
|                   | > provide a BOE for each     | > assumptions,    |
|                   | > WBS.                       | > pricing         |
|                   |                              | > methodologies,  |
|                   |                              | > and basis of    |
|                   |                              | > estimate. This  |
|                   |                              | > page limitation |
|                   |                              | > excludes the    |
|                   |                              | > tables of       |
|                   |                              | > resources       |
|                   |                              | > (quantities).   |
+-------------------+------------------------------+-------------------+
| > IDIQ            | > Addresses the specifics of | > 150 Pages for   |
|                   | > type and quantity of       | > example task    |
|                   | > resources needed to        | > orders; applies |
|                   | > accomplish each            | > only to the     |
|                   | > Task/Delivery Order (T/DO) | > narrative       |
|                   | > in Appendix A and provide  | > (text) for      |
|                   | > a BOE for each T/DO. In    | > technical       |
|                   | > addition provide a         | > approach,       |
|                   | > narrative discussion of    | > assumptions,    |
|                   | > how the offeror will       | > pricing         |
|                   | > satisfy each T/DO          | > methodologies,  |
|                   | > technically (approaches,   | > and basis of    |
|                   | > concepts, synergism, etc.) | > estimate. This  |
|                   |                              | > page limitation |
|                   |                              | > excludes the    |
|                   |                              | > tables of       |
|                   |                              | > resources       |
|                   |                              | > (quantities).   |
+-------------------+------------------------------+-------------------+
| Volume V: Cost    |                              |                   |
+-------------------+------------------------------+-------------------+
| > Core and LOE    | > Cost Templates are located | > None            |
|                   | > in Appendix B. See         |                   |
|                   | > instructions in Section    |                   |
|                   | > L-II, Volume V.            |                   |
+-------------------+------------------------------+-------------------+
| > IDIQ            | > Cost Templates are located | > None            |
|                   | > in Appendix B. See         |                   |
|                   | > instructions in Section    |                   |
|                   | > L-II, Volume V.            |                   |
+-------------------+------------------------------+-------------------+

> To avoid confusion, it should be noted that the staffing approach
> applicable to the T&M Volume, should concentrate on the global aspects
> of the proposal and should address the concepts, approaches, and
> strategies with respect to the SOW. Within the T&M Volume, examples
> may include organization charts, maintaining and recruiting qualified
> personnel, recruiting and retaining incumbent personnel and the
> percentage of such personnel proposed, qualifications, experience
> level of personnel, and how the staffing and skill mix proposed is
> appropriate for accomplishing the overall Statement of Work and
> management of non-labor resources, etc.
>
> The Technical Resources Volume with respect to Core will be evaluated
> for technical merit for the resources proposed. The Technical
> Resources Volume format presented in the instructions below is meant
> to identify how the offeror will staff each Core WBS and identify the
> non-labor resources consistent with the approach proposed by the
> offeror identified by the T&M Volume. The Technical Resources Volume
> must include the basis of estimate and must address specifics in terms
> of quantities.
>
> The Technical Resources Volume with respect to IDIQ will be evaluated
> for technical merit of the resources proposed for the example T/DOs
> provided in Appendix A. The Technical Resources Volume format
> presented in the instructions below is meant to identify how the
> offeror will staff each example T/DO and identify the non-labor
> resources consistent with the approach proposed by the offeror
> identified by the T&M Volume. The Technical Resources Volume must
> include the basis of estimate and must address specifics in terms of
> quantities. The Technical Resources Volume must also specifically
> address how each T/DO will be accomplished technically.
>
> The Technical Resources Volume shall address specific staffing for
> each T/DO with the number of FTEs. It should also include the
> identification and specification of non-labor cost. Offerors are
> advised that the Technical Resources data for each T/DO and the
> respective Cost data for each T/DO must reconcile. Also, the Technical
> Resources Volume should be consistent with items proposed in the T&M
> Volume. Inconsistency with these volumes may result in negative
> mission suitability findings and cost realism adjustments (probable
> cost). The Technical Resources Volume must be submitted in a separate
> binder and not included within the Cost Volume.
>
> The Technical Resources volume, in conjunction with the T&M Volume,
> will be used to assess the contractor's proposed resources for the
> Core and each IDIQ example TO to determine whether the offeror
> understands the requirements in a manner consistent with the proposed
> T&M approach outlined in the T&M volume. Also, this information will
> be used to perform a cost realism analysis.
>
> **B. [INSTRUCTIONS FOR PREPARATION OF TECHNICAL RESOURCES
> ]{.underline}**
>
> **[VOLUME]{.underline}**
>
> 1\. [Level of Detail for Resources Data]{.underline}
>
> a\. Core Capabilities Completion Form Work (SOW Part 1)
>
> The data to be submitted for the Core Capabilities scope of work is
> required down to the 3rd level. An illustration of the 3rd level of
> SOW Part 1 is as follows:
>
> Level 1: Bioastronautics Core Capabilities ( 1.0)
>
> Level 2: Baseline Operational Readiness (1.1)
>
> Level 3: Operational Facilities and Laboratories (1.1.1)
>
> b\. Representative IDIQ Task Orders (Appendix A)
>
> The data to be submitted for the example T/DO (in Appendix A) is
> required down to the 2nd level for each task order. An illustration of
> the 2nd level breakout for an example T/DO is as follows:
>
> Level 1: Habitability and Human Factors Task Order
>
> Level 2: HEFO Subtask order 1 -- Internal Volume Configuration
>
> The WBS structure and breakout level listed above are not intended to
> influence your proposed technical approach but rather to indicate at
> what level the Source Evaluation Board will conduct its evaluation of
> resources. These are the levels you are required to address not only
> the specific resources (labor and non-labor) but also your supporting
> rationale for estimating the amount of those resources as well as the
> specific technical approach for accomplishing the sub T/DO.
>
> 2\. [Presentation Of Resources Data for Core and IDIQ]{.underline}
>
> Resource data (labor hours and non-labor resources) shall be provided
> in a Word format. Below are examples to help understand how to submit
> data applicable to both Core Capabilities completion form work and
> example IDIQ T/DOs. It is noted that the examples below are only for
> the purpose of helping offerors to understand format and are not
> intended to indicate particular resources to be proposed. The data you
> provide must reconcile to the Cost Volume.
>
> Example: Resources Volume for Core
>
> WBS: X.X.X WBS Level 3
>
> Labor Resources:

+-----------------------------------+----------+----------+-----------+
| > SLC:                            | > CY     | > CY...  | > CY      |
|                                   | >        |          | >         |
|                                   | > 1      |          | > 10      |
+-----------------------------------+----------+----------+-----------+
| > Manager                         | > 5.0    | > 4.0    | > 3.0     |
+-----------------------------------+----------+----------+-----------+
| > Technician                      | > 10.0   | > 10.0   | > 10.0    |
+-----------------------------------+----------+----------+-----------+
| > Scientist                       | > 1.0    | > 1.0    | > 1.0     |
+-----------------------------------+----------+----------+-----------+
| > Secretary                       | > 3.5    | > 3.5    | > 3.0     |
+-----------------------------------+----------+----------+-----------+
|                                   |          |          |           |
+-----------------------------------+----------+----------+-----------+
| > Total                           | > 19.5   | > 18.5   | > 17.0    |
+-----------------------------------+----------+----------+-----------+

> Non-labor Resources: \$K.

+---------------------+------------+--------------+-------------------+
| > Cost element:     | > CY1      | > CY...      | > CY10            |
+---------------------+------------+--------------+-------------------+
| > Materials         | > 500      | > 525        | > 551             |
+---------------------+------------+--------------+-------------------+
| > Equipment:        |            |              |                   |
+---------------------+------------+--------------+-------------------+
| > Tools             | > 15       | > 2          | > 2               |
+---------------------+------------+--------------+-------------------+
| > Equipment         | > 1,500    | > 250        | > 250             |
+---------------------+------------+--------------+-------------------+
| > Capital Equip     | > 0        | > 0          | > 0               |
+---------------------+------------+--------------+-------------------+
| > Training          | > 12.5     | > 12.9       | > 13.3            |
+---------------------+------------+--------------+-------------------+
| > Facilities        | > 167.5    | > 172.5      | > 177.8           |
+---------------------+------------+--------------+-------------------+
| > Minor subs        | > 2,500    | > 2,500      | > 2,500           |
+---------------------+------------+--------------+-------------------+
| > Misc.             | > 75       | > 75         | > 75              |
+---------------------+------------+--------------+-------------------+
| > Total             | > 4,770    | > 3,537      | > 3,569           |
+---------------------+------------+--------------+-------------------+

> **Example: Resources Volume for IDIQ**
>
> TO 1: HEFO
>
> Labor Resources:

<table>
<colgroup>
<col style="width: 14%" />
<col style="width: 9%" />
<col style="width: 10%" />
<col style="width: 10%" />
<col style="width: 9%" />
<col style="width: 10%" />
<col style="width: 9%" />
<col style="width: 9%" />
<col style="width: 9%" />
<col style="width: 9%" />
</colgroup>
<tbody>
<tr class="odd">
<td>Skill Mix:</td>
<td>HEFO Sub TO 1</td>
<td>HEFO Sub TO 2</td>
<td>HEFO Sub TO 3</td>
<td>HEFO Sub TO 4</td>
<td>HEFO Sub TO 5</td>
<td>HEFO Sub TO 6</td>
<td>HEFO Sub TO 7</td>
<td>HEFO Sub TO 8</td>
<td>HEFO Sub TO 9</td>
</tr>
<tr class="even">
<td>Manager</td>
<td>5.0</td>
<td>4.0</td>
<td>3.0</td>
<td>2.0</td>
<td>1.0</td>
<td>1.0</td>
<td>1.0</td>
<td>1.0</td>
<td>1.0</td>
</tr>
<tr class="odd">
<td>Technician</td>
<td>10.0</td>
<td>10.0</td>
<td>10.0</td>
<td>10.0</td>
<td>10.0</td>
<td>10.0</td>
<td>10.0</td>
<td>10.0</td>
<td>10.0</td>
</tr>
<tr class="even">
<td>Scientist</td>
<td>1.0</td>
<td>1.0</td>
<td>1.0</td>
<td>1.0</td>
<td>1.0</td>
<td>1.0</td>
<td>1.0</td>
<td>1.0</td>
<td>1.0</td>
</tr>
<tr class="odd">
<td>Secretary</td>
<td>3.5</td>
<td>3.5</td>
<td>3.0</td>
<td>2.5</td>
<td>2.0</td>
<td>2.0</td>
<td>2.0</td>
<td>2.0</td>
<td>2.0</td>
</tr>
<tr class="even">
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td><blockquote>
<p>Total</p>
</blockquote></td>
<td>19.5</td>
<td>18.5</td>
<td>17.0</td>
<td>15.5</td>
<td>14.0</td>
<td>14.0</td>
<td>14.0</td>
<td>14.0</td>
<td>14.0</td>
</tr>
</tbody>
</table>

> Non-labor Resources: \$K.

<table style="width:100%;">
<colgroup>
<col style="width: 16%" />
<col style="width: 9%" />
<col style="width: 9%" />
<col style="width: 9%" />
<col style="width: 9%" />
<col style="width: 9%" />
<col style="width: 9%" />
<col style="width: 9%" />
<col style="width: 9%" />
<col style="width: 9%" />
</colgroup>
<tbody>
<tr class="odd">
<td><blockquote>
<p>Cost element:</p>
</blockquote></td>
<td>HEFO Sub TO 1</td>
<td>HEFO Sub TO 2</td>
<td>HEFO Sub TO 3</td>
<td>HEFO Sub TO 4</td>
<td>HEFO Sub TO 5</td>
<td>HEFO Sub TO 6</td>
<td>HEFO Sub TO 7</td>
<td>HEFO Sub TO 8</td>
<td>HEFO Sub TO 9</td>
</tr>
<tr class="even">
<td><blockquote>
<p>Materials</p>
</blockquote></td>
<td>500</td>
<td>525</td>
<td>551</td>
<td>579</td>
<td>608</td>
<td>608</td>
<td>608</td>
<td>608</td>
<td>608</td>
</tr>
<tr class="odd">
<td><blockquote>
<p>Equipment:</p>
</blockquote></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td><blockquote>
<p>Tools</p>
</blockquote></td>
<td>15</td>
<td>2</td>
<td>2</td>
<td>2</td>
<td>2</td>
<td>2</td>
<td>2</td>
<td>2</td>
<td>2</td>
</tr>
<tr class="odd">
<td><blockquote>
<p>Equipment</p>
</blockquote></td>
<td>1,500</td>
<td>250</td>
<td>250</td>
<td>250</td>
<td>250</td>
<td>250</td>
<td>250</td>
<td>250</td>
<td>250</td>
</tr>
<tr class="even">
<td><blockquote>
<p>Capital Equip</p>
</blockquote></td>
<td>0</td>
<td>0</td>
<td>0</td>
<td>0</td>
<td>0</td>
<td>0</td>
<td>0</td>
<td>0</td>
<td>0</td>
</tr>
<tr class="odd">
<td><blockquote>
<p>Training</p>
</blockquote></td>
<td>12.5</td>
<td>12.9</td>
<td>13.3</td>
<td>13.7</td>
<td>14.1</td>
<td>14.1</td>
<td>14.1</td>
<td>14.1</td>
<td>14.1</td>
</tr>
<tr class="even">
<td><blockquote>
<p>Facilities</p>
</blockquote></td>
<td>167.5</td>
<td>172.5</td>
<td>177.8</td>
<td>183.0</td>
<td>188.5</td>
<td>188.5</td>
<td>188.5</td>
<td>188.5</td>
<td>188.5</td>
</tr>
<tr class="odd">
<td><blockquote>
<p>Minor subs</p>
</blockquote></td>
<td>2,500</td>
<td>2,500</td>
<td>2,500</td>
<td>2,500</td>
<td>2,500</td>
<td>2,500</td>
<td>2,500</td>
<td>2,500</td>
<td>2,500</td>
</tr>
<tr class="even">
<td><blockquote>
<p>Misc.</p>
</blockquote></td>
<td>75</td>
<td>75</td>
<td>75</td>
<td>75</td>
<td>75</td>
<td>75</td>
<td>75</td>
<td>75</td>
<td>75</td>
</tr>
<tr class="odd">
<td><blockquote>
<p>Total</p>
</blockquote></td>
<td>4,770</td>
<td>3,537</td>
<td>3,569</td>
<td>3,603</td>
<td>3,638</td>
<td>3,638</td>
<td>3,638</td>
<td>3,638</td>
<td>3,638</td>
</tr>
</tbody>
</table>

> 3\. [Technical Approach (IDIQ ONLY)]{.underline}
>
> Explain how the example T/DO will be accomplished technically. Explain
> your technical approach and any concepts that will explain and support
> this approach. Include a discussion of how any proposed innovations,
> efficiencies, and synergisms included in your overall technical and
> management approach (in the T&M Volume) affect the technical resources
> specific to the T/DO.
>
> 4\. Assumptions (Core and IDIQ)
>
> Assumptions - Explain the proposed assumptions made regarding the
> scope of work that led to the proposed resources. For example:
>
> We assume that the control center in the maintenance area will have to
> be staffed 24/7 as specified in the SOW; however, the 3rd shift can be
> staffed with one FTE due to workload requirements.
>
> 5\. Pricing Methodology (Core and IDIQ)
>
> Pricing Methodology - Explain the pricing methodology used to develop
> the proposed resources listed in the tables above. The pricing
> methodology associated with rates and factors such as escalations,
> wages, overhead, service centers, etc. should be addressed in the Cost
> Volume. For example:
>
> The FTE and skill mix used to estimate this area was developed using a
> grass roots estimating technique for the development of the first year
> staffing level. The following assumptions/variables were incorporated
> in the methodology:
>
> 6\. Basis of Estimate (BOE) (Core and IDIQ)
>
> Explain the BOE used to develop the proposed resources listed in the
> tables above. For example:
>
> a\. FTEs
>
> The FTEs for this area have been estimated by analyzing the
> requirements in the statement of work and determining that one Manager
> was needed for a staff of this size. The Program Manager does not
> require a deputy due to .........
>
> The technical staff was estimated based on the proposed staff for the
> contract and the DRD requirements. We proposed one Senior Scientist
> and 10 Senior Technicians. This was estimated based on... (explain in
> the BOE the type of skills at a sub skill level. For example, explain
> whether a Technician is either a Senior or a Lead Technician).
>
> b\. Non-Labor:
>
> The non-labor resources for this area have been estimated using a
> grass roots estimating technique. We analyzed the requirements in the
> statement of work and determined that \$500K for contract year one of
> materials is needed for this effort. A more detail bill of materials
> is provided as an attachment.
>
> The equipment estimate was determined based on our assessment of the
> GFE being provided. Our estimate includes wrenches, sockets, jacks,
> calibration tools, etc. We estimate an initial up front purchase and a
> minimal replacement amount for succeeding years. The initial \$XM
> equipment estimate is associated with replacing the ABC system.
>
> Training ...
>
> Facilities ...
>
> Minor Subcontractors .....
>
> Misc .....
>
> The offeror\'s proposed resources will be evaluated for cost realism
> to determine if the resources are realistic for the work to be
> performed, if the resources reflect a clear understanding of the
> requirements, and if the resources are consistent with the various
> elements of the technical and cost proposal. The Government will
> develop a probable cost for each TO for each offeror based on each
> approach proposed.
>
> **C. [ADDITIONAL INSTRUCTIONS FOR THE TECHNICAL RESOURCES
> VOLUME]{.underline}**
>
> 1\. [Proposed Labor Resources]{.underline}
>
> The offeror shall provide a complete schedule of proposed labor in
> sufficient detail to allow analysis of labor requirements time-phased
> and identified by tasks or contract line items over the estimated term
> of the contract by Standard Labor Categories (SLC's). SLC's applicable
> to this contract are provided below to facilitate a consistent
> evaluation among offerors.
>
> [*The offeror should map their specific labor categories to the SLCs
> and provide a brief job description of each specific labor category
> (see example Word format below -- the offeror is to add columns/rows
> as necessary) to facilitate a NASA and Defense Contract Audit Agency
> audit based on the offeror's estimating system.*]{.underline}

+--------------+-------------------+----------------------------------+
| >            | > **[Sub          | > **[LEVEL/QUALIFICATION         |
|  **[SKILL]{. | > Ski             | > GUIDELINES]{.underline}**      |
| underline}** | ll]{.underline}** |                                  |
+--------------+-------------------+----------------------------------+
| > **         | > Senior Manager  | > A BS degree or higher with 15  |
| Management** |                   | > or more years experience in    |
|              |                   | > progressively responsible      |
|              |                   | > technical and management       |
|              |                   | > positions, including positions |
|              |                   | > managing 100 or more people.   |
+--------------+-------------------+----------------------------------+
|              | > Manager         | > A BS degree or higher with 10  |
|              |                   | > or more years of experience in |
|              |                   | > progressively responsible      |
|              |                   | > technical and management       |
|              |                   | > positions, including positions |
|              |                   | > managing 50 or more people.    |
+--------------+-------------------+----------------------------------+
|              |                   |                                  |
+--------------+-------------------+----------------------------------+
| > **         | > Senior          | > A BS degree or higher with 5   |
| Supervisor** | > Supervisor      | > or more years experience in    |
|              |                   | > progressively responsible      |
|              |                   | > technical and management       |
|              |                   | > positions, including positions |
|              |                   | > managing 10 or more people.    |
+--------------+-------------------+----------------------------------+
|              | > Supervisor      | > A BS degree or higher with 3   |
|              |                   | > or more years experience in    |
|              |                   | > technical positions with       |
|              |                   | > experience in directing other  |
|              |                   | > personnel.                     |
+--------------+-------------------+----------------------------------+
|              |                   |                                  |
+--------------+-------------------+----------------------------------+
| >            | > Senior          | > A Ph.D. and 5 years experience |
|  **Science** | > Scientist       | > conducting independent         |
|              |                   | > research, or an MS and 10      |
|              |                   | > years experience conducting    |
|              |                   | > independent research. In       |
|              |                   | > addition, a publication        |
|              |                   | > history of at least 3          |
|              |                   | > publications during the        |
|              |                   | > previous 3 years.              |
+--------------+-------------------+----------------------------------+
|              | > Scientist       | > A Ph.D. or an MS degree and 3  |
|              |                   | > years experience conducting    |
|              |                   | > independent research with at   |
|              |                   | > least one publication during   |
|              |                   | > the last 2 years.              |
+--------------+-------------------+----------------------------------+
|              | > Science         | > An MS degree or a BS degree    |
|              | > Assistant       | > and 2 years experience         |
|              |                   | > assisting in science           |
|              |                   | > activities.                    |
+--------------+-------------------+----------------------------------+
|              | > Science         | > A BS degree in a biological    |
|              | > Technician      | > field or a BS in any field     |
|              |                   | > with 1 year of experience in   |
|              |                   | > assisting with science         |
|              |                   | > activities.                    |
+--------------+-------------------+----------------------------------+
|              | > Science         | > A BS degree in a biological    |
|              | > Coordinator     | > field or equivalent training   |
|              |                   | > and experience.                |
+--------------+-------------------+----------------------------------+
|              |                   |                                  |
+--------------+-------------------+----------------------------------+
| >            | > Physician       | > An MD or DO licensed to        |
|  **Medical** |                   | > practice medicine in the state |
|              |                   | > of Texas.                      |
+--------------+-------------------+----------------------------------+
|              | > Registered      | > An RN licensed to practice     |
|              | > Nurse           | > nursing in Texas.              |
+--------------+-------------------+----------------------------------+
|              | > Registered      | > A degree and registered expert |
|              | > Dietitian       | > in nutrition.                  |
+--------------+-------------------+----------------------------------+
|              | > Medical         | > A degree and registration in   |
|              | > Technologist    | > Medical Technology. Licensed   |
|              |                   | > in Texas.                      |
+--------------+-------------------+----------------------------------+
|              |                   |                                  |
+--------------+-------------------+----------------------------------+
| > **E        | > Senior Engineer | > A BS degree in engineering     |
| ngineering** | > II              | > with a minimum of 10 years of  |
|              |                   | > professional experience,       |
|              |                   | > performing professional work   |
|              |                   | > in design, development, test,  |
|              |                   | > etc.                           |
+--------------+-------------------+----------------------------------+
|              | > Senior Engineer | > A BS degree in engineering     |
|              | > I               | > with a minimum of 5 years of   |
|              |                   | > professional experience,       |
|              |                   | > performing professional work   |
|              |                   | > in design, development, test,  |
|              |                   | > etc.                           |
+--------------+-------------------+----------------------------------+
|              | > Engineer        | > A BS degree in engineering     |
|              |                   | > performing professional        |
|              |                   | > engineering work.              |
+--------------+-------------------+----------------------------------+
|              | > Engineer        | > A BS degree with 2 years       |
|              | > Assistant       | > experience assisting in        |
|              |                   | > engineering work.              |
+--------------+-------------------+----------------------------------+
|              |                   |                                  |
+--------------+-------------------+----------------------------------+
| >            | > Business        | > A BS degree with a specialty   |
| **Business** | > Specialist      | > in a business management       |
|              |                   | > field.                         |
+--------------+-------------------+----------------------------------+
|              | > Administrative  | > A business degree or           |
|              | > Assistant       | > equivalent experience.         |
+--------------+-------------------+----------------------------------+
|              |                   |                                  |
+--------------+-------------------+----------------------------------+
| > **Ar       | > Senior          | > Requires a bachelor\'s degree  |
| chitecture** | > Architect       | > and at least 4 years           |
|              |                   | > experience in conceiving,      |
|              |                   | > designing and constructing new |
|              |                   | > or modified buildings or       |
|              |                   | > structures.                    |
+--------------+-------------------+----------------------------------+
|              | > Architect       | > Requires a bachelor\'s degree  |
|              |                   | > and 2-4 years of experience in |
|              |                   | > conceiving, designing and      |
|              |                   | > constructing new or modified   |
|              |                   | > buildings or structures.       |
+--------------+-------------------+----------------------------------+
|              | > Senior Drafter  | > May require an associate\'s    |
|              |                   | > degree in related area and at  |
|              |                   | > least 4 years of drafting      |
|              |                   | > experience.                    |
+--------------+-------------------+----------------------------------+
|              | > Drafter         | > May require an associate\'s    |
|              |                   | > degree in related area and 0-4 |
|              |                   | > years of drafting experience.  |
+--------------+-------------------+----------------------------------+
|              | > Graphics        | > May have to complete an        |
|              | > Specialist      | > apprenticeship and/or formal   |
|              |                   | > training in area of specialty. |
+--------------+-------------------+----------------------------------+
|              |                   |                                  |
+--------------+-------------------+----------------------------------+
| > *          | > Senior          | > An advanced degree with 5      |
| *Information | > Statistician    | > years experience in experiment |
| > Technology |                   | > design, statistical            |
| > and Data   |                   | > interpretation of biomedical   |
| >            |                   | > data or data analysis.         |
| Management** |                   |                                  |
+--------------+-------------------+----------------------------------+
|              | > Statistician    | > A BS degree in statistics with |
|              |                   | > training in experimental       |
|              |                   | > design, statistical            |
|              |                   | > interpretation of biomedical   |
|              |                   | > data and data analysis.        |
+--------------+-------------------+----------------------------------+
|              | > Programmer      | > A BS degree in computer        |
|              |                   | > science with a specialty in    |
|              |                   | > programming or equivalent      |
|              |                   | > experience.                    |
+--------------+-------------------+----------------------------------+
|              | > Network         | > May require a bachelor\'s      |
|              | > Administrator   | > degree in a related area and   |
|              |                   | > 0-2 years of experience in the |
|              |                   | > field or in a related area.    |
|              |                   | > Builds, installs, configures   |
|              |                   | > and maintains an               |
|              |                   | > organization\'s network(s).    |
+--------------+-------------------+----------------------------------+
|              | > Data Base       | > A BS degree in computer        |
|              | > Manager         | > science with a specialty in    |
|              |                   | > data base management or        |
|              |                   | > equivalent experience.         |
+--------------+-------------------+----------------------------------+
|              | > Data Base       | > A BS degree in computer        |
|              | > Coordinator     | > science or related field or    |
|              |                   | > equivalent experience in       |
|              |                   | > related field.                 |
+--------------+-------------------+----------------------------------+
|              | > Data Analyst    | > A BS degree in computer        |
|              |                   | > science or related field or    |
|              |                   | > equivalent experience in       |
|              |                   | > related field.                 |
+--------------+-------------------+----------------------------------+
|              | > Data Entry      | > Training and experience in     |
|              | > Clerk           | > computer technology.           |
+--------------+-------------------+----------------------------------+
|              |                   |                                  |
+--------------+-------------------+----------------------------------+
| > *          | > Senior          | > Technical training, 7 years    |
| *Technical** | > Technician      | > experience and experience      |
|              |                   | > directing other technicians.   |
+--------------+-------------------+----------------------------------+
|              | > Lead Technician | > Technical training and 3 years |
|              |                   | > experience.                    |
+--------------+-------------------+----------------------------------+
|              | > Technician      | > Technical training or          |
|              |                   | > equivalent experience in a     |
|              |                   | > technical field.               |
+--------------+-------------------+----------------------------------+
|              |                   |                                  |
+--------------+-------------------+----------------------------------+
| >            | > Senior          | > Secretarial training and 5     |
| **Clerical** | > Secretary       | > years experience with          |
|              |                   | > progressively responsible      |
|              |                   | > positions.                     |
+--------------+-------------------+----------------------------------+
|              | > Secretary       | > Secretarial training and       |
|              |                   | > demonstrated secretarial       |
|              |                   | > skills.                        |
+--------------+-------------------+----------------------------------+
|              | > Clerk           | > Entry level clerical position. |
+--------------+-------------------+----------------------------------+
|              |                   |                                  |
+--------------+-------------------+----------------------------------+
| > **Other    | > Senior          | > A degree in the field with 5   |
| > Pr         | > Professional    | > years experience.              |
| ofessional** |                   |                                  |
+--------------+-------------------+----------------------------------+
|              | > Professional    | > A degree in the field or       |
|              |                   | > equivalent experience.         |
+--------------+-------------------+----------------------------------+

> The skills below are provided only as examples of how certain labor
> categories proposed by the offeror may fit into the SLCs identified by
> Government.

### EXAMPLES OF SKILLS

# 

# [Scientists]{.underline}

> Radiation Health Neuromuscular Physiologist Immunologist
>
> Neurophysiologist Environmental Physiologist Mycologist
>
> Muscle Physiologist Bone Physiologist Psychologist
>
> Cell Biologist Exercise Physiologist Biochemist
>
> Microbiologist Muscle Histochemist Biophysicist
>
> Analytical Chemist Environmental Scientist Toxicologist
>
> Biologist Organic Chemist Inorganic Chemist
>
> Food Chemist Nutritional Biochemist Epidemiologist
>
> Mathematician Molecular Biologist Biomechanics
>
> Human Factors Food Scientist Environmental Microbiologist
>
> **[Engineers]{.underline}**
>
> Bioengineer Electrical Mechanical
>
> Integration Electronics Process Control
>
> Manufacturing Environmental Systems Safety/Quality/Reliability
>
> Human Factors Acoustics Optical
>
> **[Business Specialists]{.underline}**
>
> Purchasing Property Accounting
>
> Finance Subcontracts
>
> **[Technicians]{.underline}**
>
> Electrical Electronic Mechanical
>
> **[Other Professionals]{.underline}**
>
> Science Editor Image Analyst Technical Writer
>
> The resources data should be provided in the Excel format included as
> "Resources Template" as well as the word format identified above for
> supporting rationale. The labor resources and non-labor resources both
> go on the Excel format. This template shall include the total labor
> resources (prime and major subcontractors combined) necessary to
> accomplish the requirements.
>
> 2\. [Proposed Non-Labor Resources]{.underline}
>
> The offeror shall provide an estimated cost for non-labor resources,
> which shall include, but not be limited to, materials (core only; see
> instructions in Cost Volume for IDIQ), subcontracts, software
> maintenance, hardware maintenance, equipment, travel, training, and
> facilities. Non-labor resources shall be time-phased and identified by
> cost element over the estimated term of the contract for the core and
> only for the term identified in each example TO.
>
> The summary level resources data should be provided in the word format
> identified above. The labor and non-labor resources both go on the
> Excel format. This template shall include the total non-labor
> resources (prime and major subcontractors combined) necessary to
> accomplish the requirements.
>
> The assumptions, pricing methodology, and basis of estimate shall be
> provided as stated in Section B; however, the following gives offerors
> additional instructions on information required related to non-labor
> resources. Offerors shall provide supporting rationale for the
> quantity of non-labor resources proposed (e.g., square foot
> requirements for facilities or number of trips required for travel).
> They should also address details in their pricing methodology such as
> cost per square foot for facilities and cost per trip for travel.
> Consultant costs must be broken into the basic hourly/daily fully
> burdened labor rates and non-labor resources (travel, equipment,
> materials, etc.). Explain all the non-labor resources identified that
> will be indirectly charged to the contract through an indirect rate
> based on your disclosed accounting practices and contract requirements
> (example: Attachment J-6 list of equipment; reference Section G clause
> entitled "Providing Facility Items").
>
> The following definitions are provided for the non-labor resources
> cost elements that the Government wants visibility into:
>
> a\. [Material]{.underline}
>
> \(1\) Purchased Parts - For major items over \$5000, provide a
> description of the manufacturer\'s part number, quantity, unit cost,
> total costs, anticipated source (manufacturer), and basis of estimate
> (e.g., vendor quote, prior buy, engineering estimate).
>
> \(2\) Raw Materials -- These materials are defined as those needed to
> perform day-to-day functions such as supplies, soldering materials,
> wire, tape, hoses, etc. Provide a list similar to that for the
> Purchased Parts list of all materials required over \$1500 annually.
>
> Note: the materials estimate should be non-labor related estimates.
> All labor should be included as direct labor and identified on the
> labor resource template as labor, except for minor subcontractors
> (defined below).
>
> b\. [Equipment:]{.underline}
>
> \(1\) Tools - This subcategory is defined as tools needed to perform
> day-to-day activities. This may include such items as wrenches,
> hammers, saws, etc. Provide a list of all tools needed to accomplish
> the requirements that exceed \$1500 annually.
>
> \(2\) Equipment -- This subcategory is defined as equipment needed to
> perform day-to-day activities. This may include such items as
> multimeters, oscilloscopes, calibration equipment, etc. Provide a list
> of all equipment needed to accomplish the requirements that exceed
> \$1500 annually.
>
> \(3\) Capital equipment - This subcategory is defined as major
> equipment needed to perform day-to-day activities. This may include
> such items as cranes, forklifts, vehicles, test stands, lab equipment,
> etc. Provide a list of all equipment needed to accomplish the
> requirements that exceed \$5,000 annually. Identify that capital
> equipment, which is being purchased versus, leased and provide a FAS
> 13 analysis for each piece of capital equipment.
>
> \(4\) Equipment Maintenance - This subcategory is defined as the
> amount of maintenance dollars that will be spent on equipment on an
> annual basis as opposed to replacing the equipment. This may include
> such things as lube changes, inspections, overhauls, painting,
> corrosion control, etc. Provide a schedule of all equipment on the GFP
> list and all purchased equipment and the planned maintenance dollars
> and replacement dates.
>
> c\. [Training:]{.underline}
>
> This subcategory is defined as training needed to perform day to day
> Statement of Work requirements for your personnel. This may include
> such items as certification training for licensed personnel,
> specialized training, ISO training, etc. Provide a list of all
> training needed to accomplish the requirements.
>
> d\. [Facilities:]{.underline}
>
> This category is for facilities cost and it is defined as that cost
> necessary to house laboratories and/or off-site personnel. You should
> include the type (class) of facility, square feet, and cost per square
> foot proposed. Indicate whether the cost is for leased space or
> depreciation on a company owned facility. Include a FAS 13 analysis
> for all facilities proposed.
>
> e\. [Minor Subcontracts:]{.underline}
>
> This category is for minor subcontracts and it is defined as
> subcontracts with an annual estimated contract value less than \$1M.
> Subcontracts with an estimated annual value over \$1M are considered
> major subcontracts and are required to submit a comprehensive proposal
> (all relevant cost templates). Minor subcontractors are not required
> to submit a full proposal; however, the following visibility is
> required:
>
> \(1\) Hours: provide all the hours proposed for all minor
> subcontractors providing SOW labor related functions. Do not include
> the hours related for incidental indirect functions (indirect
> subcontractors) such as vendors, machine shops, fab shops, etc.
> Include only the cost, not the hours.
>
> \(2\) Direct subcontracts -- This subcategory is defined as the cost
> associated with the hours included above. Provide the estimated amount
> associated with non-labor resources for each minor subcontract.
> Provide a list of all direct minor subcontracts needed to accomplish
> the requirements and their function. Provide a quote or cost per hour
> and a basis of estimate for this area and the type of contractual
> arrangement with each (cost reimbursement or fixed price)
> subcontractor.
>
> \(3\) Indirect subcontracts -- This subcategory is defined as the cost
> associated with the incidental indirect functions described above.
> Provide a list of all indirect minor subcontracts needed to accomplish
> the requirements and their function. Provide a quote or a basis of
> estimate for this area and the type of contractual arrangement with
> each (cost reimbursement or fixed price) subcontractor.
>
> f\. [Miscellaneous:]{.underline}
>
> This category is for miscellaneous items that are proposed direct to
> this contract and which have not been identified above. This may
> include such items as employee bonuses, awards, uniforms, relocations,
> etc.

VII\. VOLUME V - COST

> **A. [INTRODUCTION]{.underline}**
>
> Your cost proposal shall encompass all costs associated with the
> requirements of the contemplated contract and shall comply with
> applicable Federal Acquisition Regulation (FAR), NASA FAR Supplement
> (NFS), and governing statutory requirements, including Public Law
> 87-653, Truth in Negotiations Act, and Public Law 100-679, Cost
> Accounting Standards. There is no requirement to duplicate data;
> therefore, if you include data in the Technical Resources Volume, it
> is not necessary to also include it in the Cost Volume. However,
> indicate in either volume that additional data is located elsewhere
> and provide a reference (volume and page).
>
> To ensure that the Government is able to perform a fair assessment of
> the proposed cost, each offeror is required to submit the following
> information that will allow for evaluation. Each cost proposal shall
> be suitable for evaluation and include supporting information
> cross-referenced to allow traceability/reconciliation to the
> technical/management proposal(s). These instructions apply to the
> prime contractor and all major subcontractors with an annual estimated
> value that exceeds \$1Million. Subcontractors with an estimated value
> below \$1M are considered minor subcontractors and are not required to
> comply with all the requirements here. The only thing required for the
> minor subcontractors is explained in the non-labor resources sections
> of the Technical Resources Volume and it basically is a breakout of
> hours, and non-labor resources.
>
> All pricing and estimating techniques shall be clearly explained in
> detail (projections, rates, ratios, percentages, factors, etc.) and
> shall support the proposed costs in such a manner that audit,
> computation, and verification can be accomplished. Also, any
> experience factors (unit prices, hours, quantities, etc.) and
> judgmental projections shall be explained. All past actuals shall show
> the periods of time and costs in detail when used as a basis for
> estimating the proposed costs. The offeror shall discuss the rationale
> for any escalation proposed for each cost element. The offeror shall
> also include the company\'s escalation history for each cost element
> for the past 3 years.
>
> The offeror\'s proposed costs will be evaluated for cost realism to
> determine if the costs are realistic for the work to be performed, if
> the costs reflect a clear understanding of the requirements, and if
> the costs are consistent with the various elements of the T&M and
> Technical Resources Volume proposal. To this end, a copy of both your
> and your major subcontractor cost proposals (both electronic and hard
> copy) are to be provided to your cognizant Defense Contract Audit
> Agency (DCAA) field audit office concurrent with release to the
> Johnson Space Center. If you do not know your cognizant DCAA field
> audit office, please contact Mr. Arthur Klauss, Financial Advisory
> Auditor at phone number (281) 483-2061 or e-mail at,
> aklauss@ems.jsc.nasa.gov.
>
> **[Offerors should discuss their current financial status and plans
> relative to this contract. Include as a minimum, the following
> information: (1) Name and location of the company and/or division
> expected to perform the effort, and (2) financial statements (at
> minimum balance and income statements) for the last three years for
> the company and/or division. Also provide evidence of your ability to
> finance the required start-up funds (e.g. initial capital expenditures
> and increases in accounts receivable). If a line of credit is
> available, please provide a copy of the letter with the name of the
> institution and the amount of credit extended to your company for this
> effort. This information is required only for the prime contractor,
> unless a joint venture or partnership is proposed then this
> information shall be provided for each participant in the joint
> venture or partnership.]{.underline}**
>
> B. [COST PROPOSAL INSTRUCTIONS FOR COMPLETION FORM AND
> LOE]{.underline}
>
> [Requirement for Other Than Cost or Pricing Data
> Information]{.underline}
>
> The offeror shall include the templates listed below in its proposal.
> These templates are located in Appendix B and are labeled according to
> the title descriptions below in the instructions. The templates
> address the completion form and LOE portion of the contract. The
> templates are designed to provide NASA with information necessary to
> perform a cost realism analysis. In completing the templates, the
> offeror shall propose cost elements in a manner that is consistent
> with its disclosed and/or approved estimating and accounting
> practices. Certain elements of cost on the NASA templates are
> specified as non-labor resources (for example facilities), however,
> when these costs are normally treated as an indirect expense in
> overhead, the offeror shall propose such costs in overhead and note
> this in the non-labor resources rationale.
>
> The LOE requirements set forth in the following table depict the
> estimated direct labor staffing, which is based on the Government's
> experience and estimated requirements. For uniformity of proposal
> preparation and evaluation, your proposal shall be based on: (a) the
> LOE direct labor classifications set forth and defined in the table
> below; and (b) the number of LOE labor hours for each labor
> classification. For purposes of this proposal, you must use the
> classifications provided. If your firm uses a different title for a
> particular classification, please indicate this fact by placing such a
> title in parenthesis immediately adjacent to the provided
> classifications to which your firm's title most readily conforms.
> Offerors should base their cost on the Government provided skill mix
> and hours listed in the table below; however, the Government plans to
> manage the LOE at the total level for each contract year. The actual
> skill mix may differ from the table. The government does not intend to
> accept an equitable adjustment proposed related to skill mix.
> Therefore, you should take this risk into account in proposing your
> fee for LOE.
>
> LOE Direct Labor Hour Requirements

  ---------------- ------------------- ------------------- ------------------- ------------------- ------------------- ------------------- ------------------- ------------------- ------------------- -------------------- ---------------------
  Labor            [CY1]{.underline}   [CY2]{.underline}   [CY3]{.underline}   [CY4]{.underline}   [CY5]{.underline}   [CY6]{.underline}   [CY7]{.underline}   [CY8]{.underline}   [CY9]{.underline}   [CY10]{.underline}   [TOTAL]{.underline}
  Classification                                                                                                                                                                                                            

  Technical Writer 1385                1385                1385                1385                1385                1385                1385                1385                1385                1385                 13850

  I/T Manager      2769                2769                2769                2769                2769                2769                2769                2769                2769                2769                 27690

  Scientist        4846                4846                4846                4846                4846                4846                4846                4846                4846                4846                 48460

  Science          27000               27000               27000               27000               27000               27000               27000               27000               27000               27000                270000
  Assistant                                                                                                                                                                                                                 

  Science          15231               15231               15231               15231               15231               15231               15231               15231               15231               15231                152310
  Technician                                                                                                                                                                                                                

  Science          34615               34615               34615               34615               34615               34615               34615               34615               34615               34615                346150
  Coordinator                                                                                                                                                                                                               

  Computer         1385                1385                1385                1385                1385                1385                1385                1385                1385                1385                 13850
  Programmer                                                                                                                                                                                                                

  Bioengineer      1385                1385                1385                1385                1385                1385                1385                1385                1385                1385                 13850

  Registered       1385                1385                1385                1385                1385                1385                1385                1385                1385                1385                 13850
  Dietitian                                                                                                                                                                                                                 

  Engineer         12000               12000               12000               12000               12000               12000               12000               12000               12000               12000                120000

  Engineer         18000               18000               18000               18000               18000               18000               18000               18000               18000               18000                180000
  Assistant                                                                                                                                                                                                                 

                                                                                                                                                                                                                            

  Total            120,000             120,000             120,000             120,000             120,000             120,000             120,000             120,000             120,000             120,000              1200000
  ---------------- ------------------- ------------------- ------------------- ------------------- ------------------- ------------------- ------------------- ------------------- ------------------- -------------------- ---------------------

> The following templates are located as an Excel spreadsheet. The file
> name is called "Bioastronautics Cost Forms for CR and LOE."
>
> [Cost Summary Template Prime *(Core)*]{.underline}*:* This is
> applicable to the prime contractor only. This template serves as a
> summary of the proposed contract labor hours, cost and fee by contract
> period for the prime contractor. The CST shall capture and reconcile
> to all elements of cost pertaining to the direct and indirect
> templates. A reference column has been provided on the templates for
> the offeror to use to identify the supporting data for each cost
> element. The detailed data should be clearly displayed so that the
> Government may understand the cost development and computations.
>
> Note that there are line items on this template called "Major Sub
> Non-Labor Cost and Fee." You must include the total major
> subcontractor cost, exclusive of the direct subcontract direct labor
> cost, on this line item including fee.
>
> Also note that the total column "Total Year 1-10" must only include
> the totals for years 1 through 10. Do not include the phase-in costs
> in this column for total cost.
>
> [Cost Summary Template Major Subcontractor *(Core)*]{.underline}*:*
> This template is required from the major subcontractor(s) only. This
> template serves as a summary of the proposed contract labor hours,
> cost and fee by contract period for the major subcontractors. The CST
> shall capture and reconcile to all elements of cost pertaining to the
> direct and indirect templates. A reference column has been provided on
> the templates for the offeror to use to identify the supporting data
> for each cost element. The detailed data should be clearly displayed
> so that the Government may understand the cost development and
> computations.
>
> Also note that the total column "Total Year 1-10" must only include
> the totals for years 1 through 10. Do not include the phase-in costs
> in the total column for total cost.
>
> *[Cost Summary Template Prime (LOE): This template is required from
> the prime contractor only. The template is similar to the Cost Summary
> Template Prime (Core) except that this template addresses the costs
> associated with Level of Effort. The direct labor hours associated
> with LOE hours has been left blank on this template because the
> offeror will need to determine how to distribute these hours between
> the prime and subcontractor(s). The total hours on this template
> should include the prime and subcontractor hours as per the LOE table
> provided in the previous section.]{.underline}*
>
> []{.mark}
>
> *[Cost Summary Template Major Subcontractor (LOE): This template is
> required from the major subcontractor(s) only. The template is similar
> to the Cost Summary Template Major Subcontractor (Core). The direct
> labor hours associated with LOE hours has been left blank on this
> template because the offeror will need to determine how to distribute
> these hours between prime and subcontractor(s). The total hours on
> this template should only include the LOE hours that a particular
> subcontractor is expected to perform.]{.underline}*
>
> [Cost Summary Template Flex Options]{.underline}: This template is
> required from the prime contractor only. This template serves as a
> summary of the LOE flexible options per year starting in year 3. The
> total hours annually are 30,000 hours which must be priced based upon
> the Base LOE hours. The template is similar to the Cost Summary
> Template Prime. The differences between the two forms are in the
> government estimated hours section at the top of the form and the area
> at the bottom where the offeror will estimate a rate for total cost
> per hour, total fee per hour and the total cost and fee combined per
> hour.
>
> [Resources Template]{.underline}: This template is required from the
> prime contractor only. This template serves as a summary of resources,
> which includes FTEs at the WBS level, non-labor resources, and misc.
> (must be identified on the resources template) for each contract
> period. The template totals must agree with the totals provided in the
> word document submitted under the Technical Resources Volume.
>
> [Labor Conversion Template]{.underline}: This template is required
> from the prime contractor and the major subcontractor(s). This
> template serves as a road map to determine how you convert your full
> time equivalents (FTE) to hours. This template is separated into three
> areas: FTE, Conversion Factor, and Hours.
>
> The FTE are defined as the number of personnel that are included to
> make one full time equivalent person. For example: If a certain labor
> category is proposed and you anticipate using 3 part time employees to
> do the work of one full time employee, the sum of those part time
> employees would sum to a full time employee or one FTE. If you were
> proposing one employee to be counted as one full time employee, then
> that person would obviously be counted as one FTE.
>
> This template should incorporate those employees that are included in
> the direct labor hours, not indirect employees. It is important that
> the conversion factor that you propose must only include productive
> straight time direct labor hours; exclusive of any paid time off. The
> hours on the conversion factor are the hours that must reflect the
> hours that are on the total Labor Hours-Cost-Rates Template.
>
> [Labor Pricing Template]{.underline}: This template is required from
> the prime contractor and the major subcontractor(s). This template
> shall support and reconcile to the direct labor hours and costs shown
> on the CST. This template is separated into six areas: straight time
> hours, straight time cost, straight time rates, overtime hours,
> overtime cost and overtime rates. Included within this template are
> the LOE hours, an area for offeror proposed LOE rates, and offeror
> proposed cost; there are no overtime LOE hours or associated LOE
> overtime cost. This template serves to identify all compensated
> (straight time only) and uncompensated productive hours and costs.
> Supporting data shall include rationale for the starting direct labor
> rates and escalation used to calculate the annual rates per year for
> each labor category. Include the offeror's uncompensated overtime
> policies and history if proposed.
>
> [Overhead Template]{.underline}: This template is required from the
> prime contractor and the major subcontractor(s). This template shall
> provide insight into the composition of the burden pool for the
> proposed overhead rates. A separate template for each of the proposed
> burden pools is to be completed. In addition, provide overhead cost
> history for the prior three years and for the term of the contract.
> The basis for projections of overhead shall also be provided and an
> explanation in support of any significant changes in either expenses
> or base of application that exist from one year to the next. In the
> event the offeror's fiscal year and anticipated contract year do not
> coincide, the offeror shall complete the rate reconciliation showing
> how the fiscal year overhead rates result in the proposed overhead
> rates for each contract year. The template also includes an area for
> overhead ceilings if proposed.
>
> [G&A Template]{.underline}: This template is required from the prime
> contractor and the major subcontractor(s). This template shall provide
> insight into the composition of the burden pool for the proposed
> General and Administrative (G&A) rate. Identify the estimated G&A
> expense and explain the method for its calculation. Provide G&A cost
> history including the actual expense pool and application base amounts
> for the prior three years. The basis for projections of G&A shall also
> be provided and an explanation in support of any significant changes
> in either expenses or base of application that exist from one year to
> the next. In the event the offeror's fiscal year and anticipated
> contract year do not coincide, the offeror shall complete the rate
> reconciliation showing how the fiscal year G&A rate results in the
> proposed G&A rate for each contract year. The template also includes
> an area for G&A ceilings if proposed.
>
> [Cognizant Audit Office Template]{.underline}: This template is
> required from the prime contractor and the major subcontractor(s).
> This template is designed to capture relevant information concerning
> (1) the specific location (address or addresses for prime and major
> subcontractor(s)) where auditable cost information physically resides
> that supports amounts proposed; (2) the person or persons (name,
> address, phone number, e-mail address etc) who can be contacted by
> DCAA to provide cost realism audit information for the prime
> contractor, (3) the person or persons (name, address, phone number,
> e-mail address etc) who can be contacted by DCAA to provide cost
> realism audit information for your partners (in a teaming, joint
> venture or partnership situation) and major subcontractor(s); and (4)
> the name and address of the cognizant DCAA field audit office to which
> electronic and hardcopy proposals were sent. This template is required
> for each prime contractor, teaming partner, joint venture partner, and
> major subcontractor that meets the major subcontractor threshold (\$1
> Million per year).
>
> [Small Business Compliance Template]{.underline}: This template is
> required from the prime contractor only. This template is designed to
> capture relevant information pertaining to all subcontractor(s). This
> information includes:
>
> 1\) the classification (SB, SDB, WOSB, etc.) of the subcontractor, 2)
> the dollar amount proposed by each subcontractor, 3) the percentage of
> work that will be performed by each subcontractor, and 4) the address
> and point-of contact (name, phone number, e-mail address, etc.) of
> each major subcontractor.
>
> The following supplemental cost data, where appropriate, shall be
> submitted:
>
> 1\. Financial Accounting Standard (FAS) 13 Analysis:
>
> The offeror shall perform and submit a copy of FAS 13 analysis, as
> required by FAR 31.205-36 and FAR 31.205-11, in determining the
> classification of a lease as operating or capital. Also, include the
> lease agreement with your proposal, if applicable. This applied to
> facilities and capital equipment.
>
> If facilities and large dollar equipment items (\>\$5M) are proposed,
> provide a lease versus buy analysis with your proposal for review by
> the SEB.
>
> 2\. Cost of Money for Facilities Capital:
>
> The offeror may choose to include the cost of money for facilities
> capital as authorized by Cost Accounting Standard (CAS) 414 and FAR
> 31.205-10 in the proposal. However, it is NASA policy to offset CAS
> 414 costs dollar for dollar from fee/profit as per NASA FAR Supplement
> 1815.404-471-5.
>
> In the event the offeror does not propose cost of money for facilities
> capital, FAR clause 52.215-17, "Waiver of Facilities Capital Cost of
> Money" will be included in the contract.
>
> 3\. Fee:
>
> Provide a description of your proposed fee structure. If a sharing fee
> pool arrangement is proposed, include a discussion of the arrangement
> and the distribution of fee earned. Include a discussion of how you
> derived at your proposed fee and why it is reasonable for the type of
> effort (address risk: contract type, technical complexity, schedule,
> invested capital, etc.). If the proposed fee pool translates to less
> than 4% of your proposed estimated cost, describe how this will be
> sufficient to motivate high performance throughout the term of the
> contract. Show that you have offset the cost of facilities capital
> cost of money, if proposed, from your proposed fee pool and/or NTE
> fee/profit rate for IDIQ T/DOs.
>
> C. [COST PROPOSAL INSTRUCTIONS FOR IDIQ]{.underline}
>
> Provide a cost breakdown for the example Task/Delivery Orders (T/DOs)
> in Appendix A of this solicitation, using the Cost Templates included
> as an attachment to the example TO. Provide a detailed basis of
> estimate in narrative form supporting all proposed estimates on all
> templates. It should include at a minimum: supporting rationale,
> assumptions and cost methodologies for all proposed items.
>
> *[The reconciliation of the Technical Resource Volume FTE's for
> example IDIQ T/DOs to the Cost Volume labor hours may be submitted in
> the same format as the "Labor Conversion Template" suitably modified
> to identify it as applying to IDIQ. If, however, the conversion for
> IDIQ FTE's to hours is identical to the conversion for the Completion
> Form FTE's to hours, the offeror may state that fact explicitly and
> not reproduce the "Labor Conversion Template" for IDIQ.]{.underline}*
>
> Example T/DOs for IDIQ (see Appendix A):

+-------+--------------------------------------------------------------+
| > #1  | HEFO - Habitability and Human Factors Task Order             |
+-------+--------------------------------------------------------------+
| > #2  | HACO - Exercise Project Task Order                           |
+-------+--------------------------------------------------------------+
| > #3  | SMHCSO - Medical Informatics and Health Care Systems Task    |
|       | Order                                                        |
+-------+--------------------------------------------------------------+
| > #4  | SMHCSO - Medical Operations Task Order                       |
+-------+--------------------------------------------------------------+
| > #5  | BSO - Biotechnology Facility Payload Hardware Development    |
|       | Delivery Order                                               |
+-------+--------------------------------------------------------------+
| > #6  | MPMO - Space Station Human Research Program Management Task  |
|       | Order                                                        |
+-------+--------------------------------------------------------------+

> 1\. Instructions for "IDIQ Cost rates development template (Team)"
>
> This template is required from the prime only. It is provided so that
> you may show how you arrived at your proposed fully burdened contract
> rates. This template is required to be completed to show rates for
> each Contract Year. This template has a column entitled "usage\" where
> you are to include the percentage usage assumption for each team
> member or subcontractor. For example, assume that for the labor
> classification "Sr. Director" the fully loaded prime cost rate is
> \$10.00/hr and the subcontractor #1 cost rate for the same category is
> \$12.00/hr. and the subcontractor #2 cost rate for the same category
> is \$6.00/hr. The prime contractor also assumes that its labor
> classification will be utilized 50% of the time since it will maintain
> the majority of the work in-house and divide the remaining work
> equally among the two subcontractors; each to receive 25% of the work.
> The resulting cost rate that should show up on the consolidated
> template "IDIQ Contract cost rates template" would be as follows:
> (\$10.00/hr \* 50%) + (\$12.00/hr \* 25%) + (\$6.00/hr \* 25%). Note
> that this is simply an example and it may not capture all
> possibilities such as prime burdens on subcontractor cost. This
> template may have blanks since it is possible for the prime or any one
> subcontractor to only be proposing on certain labor categories.
>
> Prime fee should not be included in the cost rates on this template.
> Fee will be negotiated for each Task/Delivery Order and will be
> reimbursed based on the negotiated arrangement. Subcontractor fee
> should be proposed as cost to the prime and should be included on the
> "IDIQ Rates Development Template (Contractor Specific)".
>
> At the bottom of this template are additional cost line items that
> would be applied as rates to non-labor costs such as material or
> travel on TO's, if applicable. For example, these rates may address
> material handling, value added G&A, Other (which must be identified),
> and a not-to-exceed fee rate; these rates may be applied to individual
> Task Orders.
>
> *[Note: The offeror should understand that rates proposed in the "IDIQ
> Rates Development Form (TEAM)" template of the Final Proposal Revision
> (FPR) will become a part of the resulting contract, inserted as
> Attachment J-4, and will be utilized by the Contractor to price all
> IDIQ task/delivery orders during the performance of the
> contract.]{.underline}*
>
> 2\. Instructions for "IDIQ Cost rates development template (contractor
> specific)"
>
> This template is required from the prime and all major
> subcontractor(s). It is provided so that you may show how you arrived
> at your specifically proposed fully burdened cost rates. The template
> includes some typical indirect cost categories (overhead, G&A,
> facilities capital cost of money, etc.); however, it may be modified
> to accommodate your accounting system. This template is required for
> each contract year of the effort. This template has a column entitled
> "usage\" where you are to include the percentage usage assumption for
> each of your proposed labor categories that map into the Standard
> Labor Categories (SLC) provided on the template. For example, assume
> that for the SLC "Sr. Analyst", you have two contractor specific
> categories that map into this category. The two categories are "XYZ 1"
> at \$10.00/hr and "XYZ 2" at 8.00/hr. The offeror (prime or sub) also
> assumes that its specific labor category will be utilized 75% and 25%,
> respectively. Then the rates that should show up as the consolidated
> SLC rate for this specific category is derived as follows: (\$10.00/hr
> \* 75%) + (\$8.00/hr \* 25%). Note that this is simply an example and
> it may not capture all possibilities.
>
> This template includes a column for fee, but the subcontractors should
> only use it. Prime fee will be negotiated for each specific task
> order; however, a NTE fee rate for cost reimbursement versus fixed
> priced TO's should be proposed at this time. This NTE fee rate should
> take into account the facilities capital cost of money off-set, if
> proposed.
>
> 3\. Excel Resources Template
>
> This template is intended to provide insight into the resources that
> are proposed for the IDIQ. The template includes boxes at the top that
> should be checked with respect to the appropriate example T/DO that is
> being proposed. The template also includes columns that are titled as
> subtasks that are reflective of the T/DO.
>
> On the left side of the template is a column where the offeror will
> identify the skill mix by FTE and the Non-Labor Resources.
>
> Additionally, this template accommodates all potential subtasks, which
> are identified horizontally across the page; therefore, when
> identifying the FTE by subtask you may not fill in every subtask. For
> example, example Task Order "HEFO" includes 9 sub tasks. The offeror
> would fill out all 9 columns. Example Task Order "HACO" only includes
> 3 subtasks. In this case, the offeror would fill in only 3 columns.
>
> The offeror must use the same sub skill labor categories listed above
> as listed for completion form under (1) Proposed Labor Resources.
>
> 4\. Example Task Pricing Templates.
>
> This template is for pricing the example T/DOs provided. There are 6
> example Pricing Templates. Within each example Pricing Template are
> subtasks. The subtasks are the level at which the contractor shall
> price the burdened direct labor hours. The 6 example T/DO Pricing
> Templates, as identified in the Excel file called "IDIQ Cost
> Templates," are identified separately.
>
> Within each of the example Task Pricing Templates are the WBS levels
> (subtasks) that the offeror will propose with the appropriate staffing
> required to perform the SOW.
>
> The templates are divided into 3 sections. The first section addresses
> Productive Hours. The prime contractor shall determine the mix of
> labor categories and the labor hours required to perform each subtask
> area of the example task. The task may result in actual work that will
> be required by the contractor during performance of the contract and
> should be priced using a method prescribed by the contractor.
>
> The second section addresses the Contract Rates that were determined
> in the "IDIQ Cost rates development template (Team)." These rates on
> the example TO should reflect the rates in the "IDIQ Cost rates
> development template (Team)."
>
> The third section addresses the Labor Cost associated with multiplying
> the Productive Hours by the Contract Rates. This will be the loaded
> labor cost per labor category of performing the SOW.
>
> The bottom of the form addresses the total burdened labor cost, total
> non-labor cost, fee/profit and the total cost and fee.
>
> Note that an amendment to the RFP is anticipated which will provide a
> government estimate for material costs for each T/DO. This estimate
> shall be placed at the bottom of each T/DO and will be identified as
> material costs. A Government estimate for material costs for Core
> **will not** be given to offerors as a "plug number". In addition,
> government estimates for equipment and for travel **will not** be
> given to offerors as "plug numbers" for Core and the example T/DOs.
>
> It is anticipated that all example T/DOs will be issued for contract
> year 1. However, example TO #6 for MPMO is anticipated to encompass
> only the last 3 months of contract year 1 and all of contract year 2.
> Therefore, included in the IDIQ Excel file are 2 templates that
> address example TO #6. These templates are appropriately labeled as:
> "MPMO TO #6 CY 1 (3 MONTHS)" and "MPMO TO #6 CY 2 (12 MONTHS)." The
> offeror shall complete these forms as per the instructions above in
> this section that address the specific time frames indicated.

*[5. Total All Example TOs]{.underline}*

> *[The Total All Example TOs template serves as a summary of all
> example TOs for Year 1 (Fifteen months for TO 6) and is divided by
> FTEs, hours, labor cost, and non-labor costs and fee. This template is
> required from the prime only; however, it is designed in such a way
> that the FTEs, hours and associated costs for the prime and major
> subcontractor(s) combined shall be included in the appropriate
> columns. Therefore, the template requires data from both the prime and
> all major subcontractors]{.underline}.*
>
> *[6]{.underline}*. IDIQ Summary Costs CY 1-10.
>
> For proposal purposes only, the Source Evaluation Board will require
> that the offeror propose the same hours and skill mix for years 2-10
> as proposed for year one for *[each]{.underline}* T/DOs #1 through #5.
> *[The template header provides an area where the offeror can identify
> the specific T/DO that shall be priced out for all 10
> years.]{.underline}* Since TO #6 covers months over 2 contract years
> (15 months), the offeror shall propose the same hours for CY 3 -- 10
> that was proposed for contract year 2 (as proposed in form MPMO TO #6
> CY 2 (12 MONTHS)). For example, if the offeror proposes 1860 hours for
> a Senior Supervisor for Task Order 1, the offeror shall apply those
> same hours for years 2-10 and apply the appropriate rates anticipated
> for those years. You may include a discussion of efficiencies as they
> relate to IDIQ work in your narrative technical approach discussion
> and include such efficiencies into your proposed burdened rates;
> however, do not include your efficiency assumptions into your
> estimated resources (hours) for developing the cost for CY 2-10 or CY
> 3-10 for T/DO #6. There is no need to propose non-labor resources for
> years 2-10. The primary purpose for receiving the cost data for years
> 2-10 for T/DOs 1 through 5 (and years 3-10 for T/DO #6) is to get the
> effect (cost impact) of the burdened rates for those respective years.
>
> It should be noted that the example task orders for contract year 1
> are anticipated to be exercised; however, the contract year 2 through
> year 10 task orders are not anticipated to be exercised (with the
> exception of T/DO #6 which covers two contract years (15 months) and
> is anticipated to be exercised).
>
> **[7. FFP IDIQ RATE DEVELOPMENT]{.underline}**
>
> **[The "FFP IDIQ Rates Development (Team)" Template and "FFP IDIQ
> Rates Development (Contractor Specific)" Template accommodate the
> requirements of FAR 52.222-43 Fair Labor Standard Act and Service
> Contract Act-Price Adjustment (Multiple Year and Option Contracts).
> They will be utilized to develop firm fixed price task orders under
> the contract.]{.underline}**
>
> **[The "FFP IDIQ Rates Development (Contractor Specific)" template is
> divided into exempt and non-exempt personnel. It is the offeror's
> responsibility to refer to Section L-II, VI, C. of the RFP to
> determine which labor category is exempt and non-exempt. The offeror
> will then place that labor category in the respective NASA Labor
> Category column identified as either exempt or
> non-exempt.]{.underline}**
>
> **[For the firm fixed priced rates, the offeror shall not propose
> escalation for the non-exempt personnel that are covered by the
> Service Contract Act since these wages will be adjusted in future wage
> determinations. Also, the fringe benefits hourly cost must be
> separately identified for future modification. The "FFP IDIQ Rates
> Development (Contractor Specific)" template accounts for this.
> However, for exempt personnel, the offeror shall propose the estimated
> escalated labor rates for the ten years of the
> contract.]{.underline}**
>
> **[a). Instructions for "FFP IDIQ Rates Development
> (Team)"]{.underline}**
>
> **[This template is required from the prime only. It is provided so
> that you may show how you arrived at your proposed fully burdened
> contract rates. This template is required to be completed to show
> rates for each Contract Year. This template has a column entitled
> "usage\" where you are to include the percentage usage assumption for
> each team member or subcontractor. For example, assume that for the
> labor classification "Sr. Director" the fully loaded prime FFP rate is
> \$10.00/hr and the subcontractor #1 FFP rate for the same category is
> \$12.00/hr. and the subcontractor #2 FFP rate for the same category is
> \$6.00/hr. The prime contractor also assumes that its labor
> classification will be utilized 50% of the time since it will maintain
> the majority of the work in-house and divide the remaining work
> equally among the two subcontractors; each to receive 25% of the work.
> The resulting FFP rate that should show up on the consolidated
> template "FFP IDIQ Rates Development (Team)" would be as follows:
> (\$10.00/hr \* 50%) + (\$12.00/hr \* 25%) + (\$6.00/hr \* 25%). Note
> that this is simply an example and it may not capture all
> possibilities such as prime burdens on subcontractor cost. This
> template may have blanks since it is possible for the prime or any one
> subcontractor to only be proposing on certain labor
> categories.]{.underline}**
>
> **[Prime fee should not be included in the FFP rates on this template.
> Fee will be negotiated for each FFP Task/Delivery Order and will be
> reimbursed based on the negotiated arrangement. Subcontractor fee
> should be proposed as cost to the prime and should be included on the
> "FFP IDIQ Rates Development (Contractor Specific)".]{.underline}**
>
> **[At the bottom of this template are additional cost line items that
> would be applied as rates to non-labor costs such as material or
> travel on TO's, if applicable. For example, these rates may address
> material handling, value added G&A, Other (which must be identified),
> and a not-to-exceed fee rate; these rates may be applied to individual
> Task Orders.]{.underline}**
>
> **[Note: The offeror should understand that rates proposed in the "FFP
> IDIQ Rates Development (TEAM)" template of the Final Proposal Revision
> (FPR) will become a part of the resulting contract, inserted as
> Attachment J-4, and will be utilized by the Contractor to price all
> IDIQ task/delivery orders during the performance of the
> contract.]{.underline}**
>
> **[b). Instructions for "FFP IDIQ Rates Development (contractor
> specific)"]{.underline}**
>
> **[This template is required from the prime and all major
> subcontractor(s). It is provided so that you may show how you arrived
> at your specifically proposed fully burdened FFP rates. The template
> includes some typical indirect cost categories (overhead, G&A,
> facilities capital cost of money, etc.); however, it may be modified
> to accommodate your accounting system. This template is required for
> each contract year of the effort. This template has a column entitled
> "usage\" where you are to include the percentage usage assumption for
> each of your proposed labor categories that map into the Standard
> Labor Categories (SLC) provided on the template. For example, assume
> that for the SLC "Sr. Analyst", you have two contractor specific
> categories that map into this category. The two categories are "XYZ 1"
> at \$10.00/hr and "XYZ 2" at 8.00/hr. The offeror (prime or sub) also
> assumes that its specific labor category will be utilized 75% and 25%,
> respectively. Then the rates that should show up as the consolidated
> SLC rate for this specific category is derived as follows: (\$10.00/hr
> \* 75%) + (\$8.00/hr \* 25%). Note that this is simply an example and
> it may not capture all possibilities.]{.underline}**
>
> **[This template includes a column for fee, but the subcontractors
> should only use it. Prime fee will be negotiated for each specific
> task order; however, a NTE fee rate for fixed priced TO's should be
> proposed at this time. This NTE fee rate should take into account the
> facilities capital cost of money off-set, if proposed.]{.underline}**
>
> **D. [TOTAL COMPENSATION TEMPLATES INSTRUCTIONS ]{.underline}**
>
> The following compensation templates are required in order for the
> Government to perform an evaluation of your labor relations and are
> located in Appendix B. These templates will be used in conjunction
> with data provided in the "Labor Relations" section for evaluation.
> These templates should reconcile with the cost templates described
> above, wherever applicable.
>
> 1\. Compensation Template (a): SALARIES AND WAGES NON-EXEMPT -
> CONTRACT YEAR 1
>
> The offeror shall submit a completed Compensation Template (a) for
> non-exempt personnel for contract years 1. This template is required
> of the offeror proposed as prime and all proposed major
> subcontractors. In the "LABOR CATEGORY - Offeror's" column, list all
> labor classifications included in the proposal, by titles from the
> offeror\'s estimating system. Each of the Offeror's Labor Categories
> should be mapped to the Government Standard Labor Category. The DOL WD
> category should be mapped to the LABOR CATEGORY -- Offeror's.
> Depending on whether the category is DOL or CBA covered, include the
> wage rate in the appropriate column. The \"Contract Year 1 Actual
> Proposed Labor Rate\" is the offeror's actual proposed labor rate
> starting in Contract Year 1. The "Escalation rates for year 2-10"
> column should include your annual escalation assumptions proposed on
> the Labor Pricing Template. A source column has been provided on the
> template for the offeror to use to identify the supporting data for
> each labor category, which should include the source data (DOL WD or
> CBA#) for non-exempt personnel. An example is included on the template
> for illustration purposes only.
>
> 2\. Compensation Template (b): SALARIES AND WAGES EXEMPT - CONTRACT
> YEAR 1
>
> The offeror shall submit a completed Compensation Template (b) for
> exempt personnel for contract years 1. This template is required of
> the offeror proposed as prime and all proposed major subcontractors.
> In the "LABOR CATEGORY - Offeror's" column, list all labor
> classifications included in the proposal, by titles from the Offeror's
> estimating system. Each of the Offeror's Labor Categories should be
> mapped to the Government Standard Labor Category. The \" Contract Year
> 1 Actual Proposed Labor Rate\" is the offeror's actual proposed labor
> rate starting in Contract Year 1. The "Escalation rates for year 2-10"
> column should include your annual escalation assumptions proposed on
> the Labor Pricing Template. The "Actual Proposed Annual Salary" is the
> salary of the proposed labor category. A source column has been
> provided on the template for the offeror to use to identify the
> supporting data for each labor category, which should include the
> source data (Actual or Wage Survey) for exempt personnel. An example
> is included on the template for illustration purposes only.
>
> 3\. Compensation Template (c): FRINGE BENEFITS ANALYSIS OF
> COMPENSATION PACKAGE - Contract Year 1
>
> A separate Template (c) shall be completed for Exempt, Non-Exempt
> Nonunion, and Non-Exempt Union direct labor. It should be noted that
> the minimum hourly fringe benefits rate cannot be less than the DOL
> specified minimum rate listed in the RFP under Section J for
> non-exempt employees. The column entitled, "Cost of Fringe Benefit"
> should include the cost, not rate, associated with the fringes
> specified (i.e. life insurance, disability insurance, etc.) that are
> proposed on this contract for each of the related personnel type
> (exempt, non-exempt union/non-union). The next column entitled,
> "Percent of Payroll" should include the percentage of each of the
> related specified fringe costs as a percent of payroll (direct labor
> cost). The third column should include hourly rates based on the
> average cost per labor hour proposed per specified fringe.
>
> 4\. Compensation Template (d): PERSONNEL AND FRINGE BENEFITS POLICIES
> -- Contract Year 1
>
> This template provides the visibility to disclose, by employee
> category, the application of personnel policies and fringe benefits,
> which shall be in effect at the time of award. Although only brief
> explanations are desired, sufficient information is required to allow
> an evaluation and estimate of all potential costs, which will arise
> upon award of the contract. Comments are required pertaining to all
> items listed below under the proper column, whether or not the policy
> is written. The established practice of the Offeror and applicability
> to this proposal shall be provided. If the items below are not
> applicable, so state. Items pertinent to the Offeror, which are not
> identified must be included if cost recovery is anticipated.
>
> E. [COMPUTERIZED COST PROPOSAL INPUT]{.underline}
>
> [General Instructions]{.underline}
>
> The Government intends to use a personal computer with Microsoft Excel
> to aid in the evaluation of the cost proposal. In addition to the
> hardcopy requirements of the preceding section, each offeror and major
> subcontractor is required to submit electronic cost data including
> formulas on CD ROM. It is preferable that the electronic submittal of
> required cost templates be automated. For example, if a change is made
> to labor hours, that it automatically calculates a new total after all
> affected costs (overhead, G&A, etc.) have been added. The submission
> of pricing data on CD ROM is required to be compliant with the RFP.
>
> Each disk provided is to have an external label affixed indicating:

\(1\) The name of the offeror

> \(2\) The name of the subcontractor, if applicable
>
> \(3\) The RFP number.
>
> \(4\) An indication of the files or range of files contained on the
> disk.
>
> [Cost Proposal Organization on CD ROM]{.underline}
>
> The Microsoft Excel files that you provide on CD ROM must contain the
> templates required in the previous instructions above in the following
> organizational structure. The offeror must provide 5 files in total:
>
> 1\. Provide one file for the following templates and call that file
> "Cost Summary File": Cost Summary Templates Prime *[(Core and
> LOE),]{.underline}* Cost Summary Templates Major Subcontractor *[(Core
> and LOE]{.underline}),* Overhead Template, and the G&A template. Tabs
> within this file should be labeled accordingly as: *[CST Prime (Core),
> CST Major Sub (Core), CST Prime (LOE), CST Major Sub (LOE), Cost
> Summary Template Flex]{.underline},* Overhead Template, and G&A
> Template, which identify the individual templates. Do not change the
> formatting structure on any of these templates except for formatting
> column widths to accommodate titles or numbers.
>
> 2\. Provide one file for the following templates and call that file
> "Resources Summary File": Resources Template, Labor Conversion
> Template, and Labor Pricing Template. Tabs within this file should be
> labeled accordingly as: Resources Template, Labor Conversion Template,
> and Labor Pricing Template. Do not change the formatting structure on
> any of these templates except for formatting column widths to
> accommodate titles or numbers. Offerors are allowed to add rows to
> accommodate data that is appropriate to the templates.
>
> 3\. Provide one file for the following templates and call that file
> "DCAA File": Cognizant Audit Office Template and Small Business
> Compliance Template. Tabs within this file should be labeled
> accordingly as: Audit Office Template and Small Business Compliance
> Template.
>
> 4\. Provide one file for the following templates and call that file
> "IDIQ File": Development Template Team, Development Template Each,
> HEFO Pricing Template, HACO Pricing Template, SMHCSO *[Medical
> Informatics Pricing Template, SMHCSO Medical Operations Pricing
> Template]{.underline}***,** BSO Pricing Template, and MPMO Pricing
> Template*[s for 3 months of CY 1 and 12 months of CY 2]{.underline}*.
> Tabs within this file should be labeled accordingly as: *[Dev Template
> -- Each]{.underline},* Dev Template -- Team, HEFO *[TO
> #1]{.underline}*, HACO *[TO #2]{.underline}*, SMHCSO *[TO
> #3]{.underline}***,** *[SMHCSO TO #4,]{.underline}* BSO [*TO
> #5*,]{.underline} MPMO *[TO #6 CY1 (3 MONTHS), and TO #6 CY 2 (12
> MONTHS)]{.underline}***.**
>
> 5\. Provide one file for the following templates and call that file
> "Compensation Forms": Compensation Template (a), Compensation Form
> (b), Compensation Form (c), and Compensation Form (d). Tabs within
> this file should be labeled accordingly as: Compensation Template (a),
> Compensation Template (b), Compensation Template (c), and Compensation
> Template (d).