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					            Small Business Acquisition
           & Sustainment Tool (SbAST)
                            WR-ALC/PK


     5th

Information
 Exchange
 14 May 2009             Debbie H. Jackson
                               Chief
                   Enterprise Acquisition Division
                            WR-ALC/PKE
                                                     1
                                           Overview
                                          WR-ALC/PK
• Milestones
• Hot Buttons
• Updates
   – Teaming Arrangements
        • Industry Feedback
   –   Relevancy Definitions
   –   Ostensible Subcontracting
   –   Exercise of Option
   –   Communication this point forward
• Schedule
• Summary


                                                      2
                                            Milestones
                                                WR-ALC/PK
•   Request for Information completed (16 Nov 07)
•   Risk Assessment Workshop held (31 Jan 08)
•   Market Research Report completed (11 Aug 08)
•   Initial ACE strategy session conducted (25 Aug 08)
•   Drafts Completed and posted (12 Sept 08)
    – PWS
    – Minimum Capabilities Matrix
       • Updated with instructions - 5 May 09
    – C-130 Ground Handling Equipment List



                                                            3
                                      Milestones
                                                 (cont)
                                     WR-ALC/PK
• Information Exchanges
  –   20 Oct 08
  –   20 Nov 08 (Requirements Symposium)
  –   14 Jan 09
  –   18 Mar 09
• Pre-ASP
  – 14 Apr 09
• ASP
  – 29 Apr 09
• Sections L&M will be posted NLT 18 May 09
  – EAD website
                                                      4
                            Hot Buttons
                              WR-ALC/PK
• Going outside the EAD for answers
• Working with DCMA “prior” to release of RFP




                                                5
  Updates
WR-ALC/PK




            6
             Teaming Arrangements
                                    WR-ALC/PK
• There is no limit on team size but only 9 entities
  per team (as identified by the offeror) will be
  evaluated
  – Failure to ID the 9 entities MAY MAKE YOU
    NONRESPONSIVE
• Each Prime team (up to a maximum of 9 entities)
  must have capabilities in each category of work
  – Modifications/Upgrades/Enhancements
  – Maintenance/Repair
• 60 days proposal response time
                                                       7
                            Industry Feedback
                                        WR-ALC/PK
• 50% of the work performed by the prime must be
  demonstrated in each of the following proposal
  submissions:
   – Pricing Proposal (Labor & Material distribution)
   – Past Performance information (Details to be provided in the RFP)
• The Government intends to award without discussions
• We strongly suggest that everyone go to their SBA for
  teaming approval
• Go to www.SBA.gov for your SBA district office directory
• The distinction between an 8a joint venture and this effort:
  8a joint venture must be approved by SBA. This effort
  will be reviewed by WR-ALC/JA (legal office)
                                                                        8
                   Relevancy Definitions
                                             WR-ALC/PK
• Relevancy definitions applicable to the prime
  contractors (including, in the case of a joint
  venture, each joint venture member) regarding
  actual work performed and subcontractor/team
  management are as follows:
  – VERY RELEVANT - Present/past performance efforts included
    prime/joint venture members who performed
    modifications/upgrades/enhancements and maintenance/repair
    while managing subcontractors who also performed modifications
    and/or upgrades and/or enhancements and/or maintenance
    and/or repair, which involved essentially the same magnitude of
    effort and complexities this solicitation requires

                                                                      9
                         Relevancy Definitions
                                       (cont.)
                                        WR-ALC/PK
– RELEVANT - Present/past performance efforts
  included prime/joint venture members who performed
  modifications/upgrades/enhancements or
  maintenance/repair while managing subcontractors
  who also performed modifications and/or upgrades
  and/or enhancements and/or maintenance and/or
  repair, which involved much of the magnitude of effort
  and complexities this solicitation requires

– NOT RELEVANT - Present/past performance efforts
  involved prime/joint venture members who performed
  efforts involving little to none of the magnitude of effort
  and complexities this solicitation requires
                                                                10
                       Relevancy Definitions
                                     (cont.)
                                    WR-ALC/PK
• Magnitude of Effort and Complexities not only
  includes the technical features and
  characteristics identified in the Performance
  Work Statement (PWS), but also the logistical
  and programmatic considerations including, but
  not limited to, work performed on military aircraft
  and/or military aircraft systems and subsystems
  (i.e. mechanical, electronic and structural), and/or
  the commercial derivatives of the military aircraft
  and/or military systems/subsystems

                                                         11
                Relevancy Definitions
                               (cont.)
                          WR-ALC/PK
• Relevancy definitions applicable to the critical
  subcontractors regarding actual work performed
  are as follows:
  – VERY RELEVANT - Present/past performance efforts
    included performance of
    modifications/upgrades/enhancements and
    maintenance/repair, which involved essentially the
    same magnitude of effort and complexities this
    solicitation requires



                                                         12
             Relevancy Definitions
                            (cont.)
                       WR-ALC/PK
– RELEVANT - Present/past performance efforts
  included performance of
  modifications/upgrades/enhancements or
  maintenance/repair, which involved much of
  the magnitude of effort and complexities this
  solicitation requires
– NOT RELEVANT - Present/past performance
 efforts involved performance of efforts
 involving little to none of the magnitude of
 effort and complexities this solicitation requires
                                                      13
              Ostensible Subcontracting
                                                WR-ALC/PK
• The PCO is required to make a size
  determination on the apparently successful
  offeror for every competitive D/TO
  – In the event that a prime contractor proposes to use a large
    business subcontractor on a specific D/TO, and that prime
    contractor is determined to be the apparently successful offeror
    on that D/TO, the PCO will review the offeror’s proposal to
    determine if an ostensible subcontracting relationship exists
  – In the event that the determination is made that an ostensible
    subcontracting relationship exists, that offeror will be determined
    to be large by affiliation and will be ineligible for award of that
    D/TO
  – PCO will utilize the SBA developed seven factor test in making
    this determination
                                                                          14
           Ostensible subcontractors -
                              the Test
                          WR-ALC/PK
• The ― Seven Factor‖ test used by SBA includes
  the following:
  – Which party will be managing the contract?
  – Which party possesses the requisite background and expertise to
    carry out the contract?
  – What party pursued the contract award?
  – What degree of collaboration was there on the proposal effort?
  – Were the tasks allocated to be performed by each party or is
    there commingling of personnel and material?
  – What is the amount of work to be performed by each party?
  – Which party will perform the more complex and costly contract
    functions?



                                                                      15
              Exercise of Incentive Option
                                      WR-ALC/PK
•   Satisfactory performance: Option exercised
•   Unsatisfactory performance: Option will not be
    exercised
    —   Performance is unsatisfactory when contractor or joint
        venture work performed falls below 50% of the basic
        contract
•   Non compliance at the end of the first year of the
    option period may result in suspension from
    competition
•   Government will not exercise the option of any prime
    contractor who becomes a large business during the
    course of the basic contract period of performance

                                                                 16
                           Communications
                          This point forward
                                WR-ALC/PK
• Until RFP release
  – No phone calls
  – No one on ones
  – Must be done in writing
    • WRALC.PKF.SBMODPGM@robins.af.mil
• After RFP release
  – All communications will be accomplished VIA
    formal channels

  We are in Source Selection
                                                  17
                                 Schedule
                                WR-ALC/PK
•Major Milestones
  – Meeting with XR-ACE         Aug 08
  – Acq Plan, PWS, ASP Charts   Feb-Apr 09
  – ASP AFMC/CA                 Apr 09
  – RFP                         Jun 09
  – Receipt of Proposals        Aug 09
  – Award                       Mar 10



            Draft Schedule
                                             18
                             Summary
                            WR-ALC/PK
• This is the LAST Information Exchange
• Now until RFP is released, any and all
  correspondence will be via the small
  business email address
  – WRALC.PKF.SBMODPGM@robins.af.mil
• Once RFP is released, any and all
  correspondence will be thru formal
  channels

                                        19

				
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