Conditions: You are assigned as a Contingency Contracting Officer (CCO) and have access to current acquisition regulations, local procedures, and required automation and office supplies. You have been assigned to execute an A-E task order and applicable processes to include fair opportunity selection criteria and relevant notification and documentation procedures.
Standards: Identify the correct A-E task order process and applicable components. Given a requirement for an A-E task order, execute the process through task order award.
Performance Steps:
1. Given an A-E requirement, determine whether a current A-E Indefinite Delivery Indefinite Quantity (IDIQ) contract vehicle exists, whether sufficient capacity is available, and whether the requirement is within the scope of the contract.
NOTE: USACE maintains a national IDIQ contract database which can be sorted by type and Division.
2. Identify the differences in the process for executing an A-E Task Order (TO) under a Single Award Task Order Contract (SATOC) and a Multiple Award Task Order Contract (MATOC).
a. A-E SATOC TOs are executed IAW FAR 16.505 and are not subject to fair opportunity prior to issuing a Request For Price Proposal (RFPP).
b. A-E MATOC TOs require fair opportunity compliance IAW FAR 16.505(b)(1). Each awardee must receive a fair opportunity for consideration for each task order IAW the procedure specified in the basic IDC. The rationale for selection of the firm must be provided by the technical element performing the review.
3. Execute a TO under a SATOC for A-E services. Following is the list of steps.
a. Review the Statement of Work for understanding, consistency and clarity.
b. Prepare and issue an RFPP for the TO. The RFPP is typically issued by letter to the contractor with the SOW included as an enclosure.
c. Receive an Independent Government Estimate (IGE) IAW the procedures in EP 715-1-7 Appendices X and Y.
d. Receive the Price Proposal from the A-E firm.
e. Conduct Proposal Analysis and develop Pre-negotiations Objectives (PNO) IAW FAR 15.404 and EP 715-1-7 Appendix Z “A-E Price Proposal Analysis”.
f. Prepare Pre-negotiations Objectives Memorandum (POM) and submit to the Contracting Officer (KO) for approval.
g. Conduct Negotiations
h. Prepare Price Negotiations Memorandum (PNM) and obtain approval from the KO
i. Create the TO in the Standard Procurement System/Procurement Desktop Defense (SPS/PD2)
NOTE: Use the Uniform Contract Format IAW FAR 15.204.1 and prepare the TO using the DD From 1155 “Orders for Supplies or Services.”
NOTE: Review the basic contract to ensure that all clauses applicable to the TO are included. If not, be sure to include them with the TO.
NOTE: OCONUS, Theater Business Clearance (TBC), Defense Base Act (DBA) Insurance and other theater specific clauses or information should also be incorporated at this time.
NOTE: If the action is urgent, an award letter as described in EP 715-1-7 Appendix M “Streamlining Techniques for A-E Contracts and Task Orders” can be used, which also serves as the notice to proceed (NTP).
j. Issue Task Order and perform distribution IAW local policies and procedures.
4. Describe the differences between TOs issued under a SATOC and MATOC. MATOC requirements follow these steps:
a. Advertise the Request for Technical Response to the A-E firms on the MATOC. This includes the Scope of Work and Fair Opportunity Document Evaluation criteria.
NOTE: The Fair Opportunity Document only solicits responses in terms of technical capability IAW the Brooks Act. Technical responses do not address any cost or pricing factors.
NOTE: It is not always necessary or required to ask for additional technical information and evaluation to select a task order recipient. It is allowable to use the existing SF 330s and do a desk review of qualifications against the SOW for the task order to determine the most highly qualified firm for the task order.
b. Receive the Technical Responses for the A-E firms.
c. Evaluate the Technical Responses, select the best qualified A-E firm and prepare a Technical Selection Document.
NOTE: A-E evaluation members should be constituted based on the requirements of FAR 36.602-2(a), EFARS 36.602-2(a) and as listed in EP 715-1-7 Paragraph 3-6 Board Membership. Refer to Task 4-2 for further information.
d. Promptly Notify responsive A-E firms of their selection status and offer a meaningful debriefing on the evaluation of their technical response submission.
e. Review the Statement of Work for understanding, consistency and clarity.
f. Prepare and issue an RFPP for the TO to the selected A-E.
NOTE: The RFPP is typically issued by letter to the contractor with the SOW included as an enclosure.
g. Receive an Independent Government Estimate (IGE) IAW the procedures in EP 715-1-7 Appendices X and Y.
h. Receive the Price Proposal from the A-E firm.
i. Conduct Proposal Analysis and develop Pre-negotiations Objectives (PNO) IAW FAR 15.404 and EP 715-1-7 Appendix Z “A-E Price Proposal Analysis”.
Chapter 2, p 156
j. Prepare Pre-negotiations Objectives Memorandum (POM) and submit to the Contracting Officer (KO) for approval.
k. Conduct Negotiations
l. Prepare Price Negotiations Memorandum (PNM) and obtain approval from the KO m. Create the TO in the Standard Procurement System/Procurement Desktop Defense (SPS/PD2)
NOTE: Use the Uniform Contract Format IAW FAR 15.204.1 and prepare the TO using the DD From 1155 “Orders for Supplies or Services.”
NOTE: Review the basic contract to ensure that all clauses applicable to the TO are included. If not, be sure to include them with the TO.
NOTE: OCONUS, Theater Business Clearance (TBC), Defense Base Act (DBA) Insurance and other theater specific clauses or information should also be incorporated at this time.
NOTE: If the action is urgent, an award letter as described in EP 715-1-7 Appendix M “Streamlining Techniques for A-E Contracts and Task Orders” can be used, which also serves as the notice to proceed (NTP).
n. Issue Task Order and perform distribution IAW local policies and procedures.
Evaluation Preparation and Guidance: Setup: Brief the Soldier on the mission and provide them sufficient information that they would be able to explain the steps to execute an A-E task order and applicable processes to include fair opportunity selection criteria and documentation procedures.
Performance Measures: GO NO-GO
1. Identify the steps for an A-E SATOC Task Order Award _____ ______
2. Identify the steps for an A-E MATOC Task Order Award _____ ______
3. Using the USACE National IDIQ Database, determine whether an IDIQ contract
Exists for a given requirement _____ ______
4. Executed a Task Order under a SATOC or MATOC for A-E services _____ ______
References: (See DVD for References)
Open the NCO Contracting website at https://kme.usace.army.mil/CoPs/Contracting/default.aspx.
Accessing this site first will allow the hyperlinks to open.
1. DBA Brief 09 with Encl 1-4
2. DBA Insurance Questions and Answers
3. EFARS Part 36.605, Government Cost Estimate for Architect-Engineer Work 4. EFARS Part 36.606, Negotiations
5. EFARS Part 36.606-70, Statutory Fee Limitation 6. EP 715-1-7, Architect-Engineer Contracting 7. Fair Opportunity Process Document
8. FAR 15.4 /DFARS 215.4 /PGI 215.4/ AFARS 5115.4/ EFARS Part 15.4, Contract Pricing 9. GRD-09-15 JCC-I Awards
10. PIL 2008-04 Theater Business Clearance (TBC) Requirements for Iraq and Afghanistan 11. PIL 2010-05 task Order and Delivery Order Contract Ombudsman
12. Task Order Checklist
13. USACE National IDIQ Database
Chapter 2, p 158 Task 4-6