030ADV26R0003 0004.pdf

5. PROJECT NUMBER (if applicable)

CODE 7. ADMINISTERED BY

2. AMENDMENT/MODIFICATION NUMBER

CODE

6. ISSUED BY

8. NAME AND ADDRESS OF CONTRACTOR

4. REQUISITION/PURCHASE REQ. NUMBER 3. EFFECTIVE DATE

9A. AMENDMENT OF SOLICITATION NUMBER

9B. DATED

PAGE OF PAGES

10A. MODIFICATION OF CONTRACT/ORDER NUMBER

10B. DATED

BPA NO. 1. CONTRACT ID CODE

FACILITY CODE CODE

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods:

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers

E. IMPORTANT:

is extended,

(a) By completing Items 8 and 15, and returning __________ copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted; or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY is not extended.

12. ACCOUNTING AND APPROPRIATION DATA

(REV. 11/2016)

is required to sign this document and return ___________ copies to the issuing office. is not, A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER NO. IN ITEM 10A.

15C. DATE SIGNED

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by letter or electronic communication, provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER

Contractor

16C. DATE SIGNED

14. DESCRIPTION OF AMENDMENT/MODIFICATION

16B. UNITED STATES OF AMERICA

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A. NAME AND TITLE OF SIGNER 16A. NAME AND TITLE OF CONTRACTING OFFICER

15B. CONTRACTOR/OFFEROR

STANDARD FORM 30 PREVIOUS EDITION NOT USABLE

Prescribed by GSA - FAR (48 CFR) 53.243

(Type or print) (Type or print)

(Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

(Number, street, county, State and ZIP Code)

(If other than Item 6)

(Specify type of modification and authority)

(such as changes in paying office, appropriation date, etc.)

(If required)

(SEE ITEM 11)

(SEE ITEM 13)

(X)

CHECK

ONE

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS,

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

(Signature of person authorized to sign) (Signature of Contracting Officer)

1 8

Contracts and Grants Directorate Library of Congress

101 Independence Ave. SE LA 325 Washington DC 20540-9411

Contracts & Grants Directorate Library of Congress

LA 325

101 Independence Av SE Washington DC 20540-9411

To all Offerors/Bidders

030ADV26R0003

X

X X

See CONTINUATION Page

See Block 14 Addendum.

Vega, Cristina

BLOCK 14 ADDENDUM

The purpose of Amendment 0004 is to:

1) Extend the submission deadline to February 11 at 5:00 pm EST

2) Update section L of the solicitation. All other submission requirements remain unchanged.

All offerors who have submitted a proposal should review and resubmit their proposal in compliance with Section L.

030ADV26R0003 0004 Section L

SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L.1 LC52.215-1 PROPOSAL SUBMISSION INSTRUCTIONS - BEST VALUE TRADE-OFF (JUL

2016)

This procurement is being sought under FAR 15.002(b) Competitive Negotiated Acquisitions. Offerors must comply with the submission instructions stated herein. If the proposal does not comply materially with the submission instructions, as well as format and content, the Library reserves the right in its discretion to determine that the offeror is ineligible for award.

L.2.1. Proposal Submission Instructions

All proposals shall be submitted electronically via email to the Contract Specialist (CS), Stefanie Fitte at sfitte@loc.gov and to the Contracting Officer (CO), Cristina Vega at crvega@loc.gov, no later than the date specified in block 8 of the solicitation with the title "[INSERT OFFEROR NAME] Proposal for 030ADV26R0003- Business Management Platform Services IDIQ". The maximum size file allowed through the Library’s email system is 20MB. If needed, Offerors may send multiple emails but must ensure they are clearly identified. Offerors must not submit zipped or locked files.

L.2.2. Solicitation Clarification Questions

Questions related to this solicitation must be submitted using Attachment J11- Questions Template to the Contracting Officer, Cristina Vega, via email at crvega@loc.gov and the Contract Specialist, Stefanie Fitte, via email at sfitte@loc.gov no later than no later than fourteen (14) calendar days after solicitation release. The Library will provide answers to questions of a substantive nature to all offerors. The Library reserves the right to not answer certain questions if they are not of substance or appear to be from a source that is not participating in the competition. The Library will not guarantee answers to questions received after the required question submittal date/time.

L.2.3. Proposal Format and Contents

Proposals shall be submitted electronically. Separate electronic files shall be provided for each proposal section as follows:

Volume I: System and Experience

• Factor 1: System Solution Overview

• Factor 2: Corporate Experience

Volume II: Technical Approach (Task Order Evaluation)

• Factor 3 – Technical Approach

Task Order 1 (Licensing, Hosting, Implementation)

Task Order 2 (Operation & Maintenance, Enhancement) mailto:sfitte@loc.gov mailto:crvega@loc.gov mailto:sfitte@loc.gov

Volume III: Pricing

• Factor 4-Price

Volume IV: Solicitation Acknowledgement

a. Volume I & II: System and Experience and Technical Approach Volumes Format

Offerors shall include their name and address of organization, Unique Entity Identifier (UEI) Number, organization’s Point of Contact with phone number and email address on the cover page of in each document/ volume of their proposal.

The format the System and Experience and Technical Approach Volume must be in either MS Word or Adobe formats

8.5 x 11-inch pages, single-spaced, 1-inch margins, Times New Roman or another legible font 10-point font in text (headers, footers, headings, figure captions, tables, charts and graphs are permitted to have smaller that 10-point font but no smaller than 8-point font text.). Each page must be numbered and labeled with the name of the offeror, the solicitation number, and proposal section number. No hyperlinks to external reference information should be included in any section of your proposal. Offerors shall not merely restate the solicitation requirements but present a rational methodology for fulfillment of the requirements. Proposals that merely restate the solicitation requirements may be rated as unacceptable.

Offerors shall submit their System and Experience Volume with the name "[OFFEROR NAME] 030ADV26R0003- VOLUME I System and Experience." The entire System and Experience section is limited to Thirty (30) pages. Cover page, indexes and table of contents are not included in the page count. Appendices will count towards the page limit.

Offerors shall submit their Technical Approach Volume with the name "[OFFEROR NAME] 030ADV26R0003- VOLUME II TECHNICAL APPROACH". The Technical Approach Volume shall not exceed 45 pages in length, not including the following: cover page(s), table of contents and appendixes for: resumes, subcontracting plan, subcontractor past projects, Project Management Plan. Pages exceeding the 45-page limit will not be read. The Library will notify offerors who fail to meet the page limitation.

b. Volume III: Price Proposal Format

Offerors shall submit Price Proposals electronically as excel files using the excel templates in Attachment J5- Pricing IDIQ Labor Categories and Licenses, Attachment J7 – Task Order1 Price Proposal Template, and Attachment J10 – Task Order 2 Price Proposal Template. Pricing narratives may be provided on a separate tab in the excel document.

c. Volume IV: Solicitation Acknowledgement Format

Offerors shall provide one (1) pdf file of all published solicitation and solicitation amendments SF1449 and SF30(s) in a pdf format to serve as acknowledgement. Offerors shall submit their Solicitation Acknowledgement Volume with the file title “[OFFEROR NAME] 030ADV26R0003 VOLUME IV SOLICITATION ACKNOWLEDGEMENT”.

L.2.3.1 Volume I – System and Experience

Factor 1 – Systems Solution Overview Brand Name or Equal “Solutions Business Manager Software” as a Service (SaaS) Support & Licensing

Offerors shall provide a solution framework that describes how your software can provide the Library with a system that fits the Statement of Work, meets or exceeds the salient characteristics (see Attachment J12), include descriptions on system and hosting requirements, software licensing needs, a description on implementation (structure, general timeline, and recommended manning), standard maintenance processes and enhancement/development options. When referring to licensing, the technical proposal must provide the terms of any license agreement proposed, provide all software technical specifications, and any Teaming Agreement (pertaining to licensing) to be documented as a written CTA agreement (or documentation from the software company as a certified reseller and authorization to perform enhancements and modifications to the software), to be submitted as part of the System Solution section. Offerors shall specify the brand name system solution being offered to the government in this proposal. Any offeror who does not specify a specific software or system solution will be disqualified.

Factor 2 - Corporate Experience

Offerors shall provide the contact’s information (Name, Title/Role of Person, Telephone Number and email address) for the project provided.

Offerors shall submit descriptions of at least Two (2) no more than Three (3) complete and/or ongoing projects performed for commercial and/or government clients in the past five (5) years. Submitted projects shall be similar in scope, size, and complexity to the services required by the Statement of Work for the IDIQ. Scope, size and complexity refer to the implementation of this type of platform, similar/same type of enhancements, and the architecture structure as seen in Attachments J1 and J3. The offeror shall provide an overview of the technical requirements worked, date(s) of performance, the total dollar amount of the contract, and the long-term results achieved.

When subcontracting arrangements are intended to be proposed, an additional minimum of two (2) projects, or an additional project (1) per subcontractor proposed must be submitted. The following information must be provided for each proposed subcontractor’s experience:

1. Customer name, address, e-mail address.

2. Contract number, period of performance, and total dollar amount.

3. A description of the scope of work or effort and clearly indicate if you were the prime contractor or sub-contractor on the contract.

4. A description of how the project demonstrates offeror's expertise in delivering the services required in this solicitation.

5. Description of overall management of any subcontractor(s) for the project and how the relationship provided quality service to the customer.

L.2.3.1 Volume II. Technical Approach (See Attachment J6 and J8 for Task Order SOWs)

Factor 3: Technical Approach

L.2.3.1.1 Task Order 1: Licensing, Hosting and Implantation

(See Attachment J6 – Task Order 1 Statement of Work)

L.2.3.1.1.1Technical Approach (TO 1)

Offerors shall submit a narrative that describes how the offeror will approach the requirements of this task order.

Offerors shall describe an approach to managing performance and shall propose effective means by which the Library can measure success. The technical approach must show the Offeror’s understanding of the Library’s requirement and demonstrate that the offeror can provide the services/the goods required under the contract with specific references to the SOW. Offerors shall describe an approach to managing performance and shall propose effective means by which the Library can measure success, including any incentives that would optimize results. The Technical Approach section shall include:

• Identify the software being proposed in Factor 1

• A description of the offeror’s unique approach, and how the solution will be adapted for the Library

• The offerors goals, objectives, delivery schedule/milestones to support all performance areas

• Describe the resources needed, reporting process, key roles and responsibilities.

• An implementation narrative of the software (if applicable) and how implementation relates to the Project

Management Plan (PMP) submission. This narrative must include a clear timeline for the implementation of the offeror’s proposed platform with enough specificity to allow the Library to assess any costs the Library might incur during the transition to the offeror’s proposed platform. For proposals offering the brand name or equal to SBM solution (See Attachment J12), the implementation narrative/description is not required as this solution is already implemented at the Library.

Offerors shall specify the hardware and operating system requirements for any components of the proposed solution that must reside on premise or in the hosting environment.

Offerors shall not merely restate this task order’s requirements but present a rational methodology for fulfillment of the requirements. Proposals that merely restate this task order’s requirements may be rated as unacceptable.

Offerors must propose a system for Task Order 1 for which the offeror is an authorized reseller and identify the original manufacturer of the offeror’s system solution. Offerors must provide proof that they are an authorized reseller for the solution proposed.

L.2.3.1.1.2 Project Management Plan (TO 1)

Offerors shall submit a narrative on their ability to provide quality control and management approach for the requirements outlined in Section C of this task order. The narrative shall include the following information as outlined in Section C.3 of this task order:

a. Project Management Plan: The offeror shall submit a PMP describing the project management approach for all activities within the scope of this engagement.

• The PMP must define policies and procedures for managing and directing project productivity, quality, and early identification and resolution of problems.

• The PMP shall provide the breakdown of duties and associated responsibilities and partnerships between Government organizations by which the contractor shall manage all work.

• The PMP shall include a Quality Control Plan (QCP), Transition Plan Overview, Subcontracting Plan (if applicable) and Customer Relationship Management Plan.

• The Prime Contractor must identify which areas the subcontractor will perform, if subcontracting will be utilized to support this scope of work. A subcontracting plan with the percentage of work would need to be provided.

• A staffing structure should be provided that demonstrates how the contractor intends to support initially and throughout the period of performance (Implementation Plan).

L.2.3.1.2 Task Order 2: COO and CRS Business Management Operation and Maintenance (O&M)

(See Attachment J8 – Task Order 2 Statement of Work)

L.2.3.1.2.1 Technical Approach (TO 2)

Offerors shall submit a narrative that describes how the offeror will approach the requirements of this task order.

Offerors shall describe an approach to managing performance and shall propose effective means by which the Library can measure success. The narrative must show the Offeror’s understanding of the Library’s requirement and demonstrate that the offeror can provide the services required under the contract with specific references to the SOW.

Offerors shall describe an approach to managing performance and shall propose effective means by which the Library can measure success, including any incentives that would optimize results. The Technical Approach section shall include:

• A description of the offeror’s unique approach, and how the solution will be adapted for the Library

• The offerors goals, objectives, delivery schedule/milestones to support all performance areas

• Describe the resources needed, reporting process, key roles and responsibilities.

Offerors shall confirm the system matches the system proposed in Task Order 1.

Offerors shall not merely restate this task order requirements but present a rational methodology for fulfillment of the requirements. Proposals that merely restate this task order’s requirements may be rated as unacceptable.

L.2.3.1.2.2 Staffing (TO 2)

Offerors shall provide a staffing narrative of their proposed team composition that includes:

a. Offerors shall provide descriptions of their proposed team/qualifications of proposed team composition that includes: (a) labor category/contract role and (b) relative qualifications and experience for each proposed employee. Sufficient information should be provided to support the proposed team’s ability to fulfill the requirements of this task order and the deliverables stated in Section C. Offerors must propose (at least) the key personnel positions listed in Section H with the qualifications listed in Section C.

Resume(s) of Key Personnel are required. IDIQ Key personnel resume should be included here and identified by “IDIQ Key Personnel” vs “Task Order Key Personnel”. Resumes are limited to 3 pages per individual.

Offerors must submit the following minimum information for their proposed team:

1. Proposed position title / labor category;

2. Name (First, Last) of proposed employee (for key personnel);

3. Relationship to the offeror (direct employee or sub-contractor, etc.);

4. Certifications/Education;

5. Relevant experience that clearly relates to the task order’s requirements, including Minimum Skill Set and Level of Experience.

b. Offerors shall submit an organizational chart which outlines the proposed team configuration along with the contract labor category/contract role of each proposed staff member. The organizational chart shall include all personnel responsible for each step in the solution process and make reporting structure clear. The organizational structure must show how sub-contractors will be managed if proposed.

L.2.3.3 Volume III – Price Proposal Contents

Factor 4– Price

Offerors shall submit in Microsoft Excel format a pricing proposal. Attachment J5 – Pricing IDIQ Labor Categories and Licenses provides a template which all offerors must use to provide their fully-burdened rate for each category as well as annual rate escalations. All Labor Category rates shall be inclusive of other direct costs (ODC’s)

For Task Order 1: Offerors’ are to submit a list software licenses and hosting fees pricing to be used to complete the requirements described in Task Order 1 SOW in additional to completing Attachment J7 – Task Order 1 Pricing Proposal Template. A labor-hour CLIN on this task order 1 is provided to allow offerors submitting a solution other than the "Brand Name or Equal" solution the ability to provide implementation costs to build the existing suite of applications within their system. This CLIN will require a ceiling of hours for the period of performance of not-to-exceed 12 months implementation. See J7 Pricing spreadsheet. Contractors should propose the labor categories and level of effort they feel necessary to fulfill the technical approach. Contractors shall identify the estimated number of labor hours by labor category to complete the requirements described in section C of this solicitation. Pricing shall include all services required by the Statement of Work and shall be inclusive of all Contractor’s direct cost, other direct cost (ODC’s), indirect cost, and profit.

For Task Order 2: Offeror’s are required to complete Attachment J10 – Task Order 2 Price Proposal Template in accordance with the SOW TO 2 provided. Contractors should propose the labor categories and level of effort they feel necessary to fulfill the technical approach. Contractors shall identify the estimated number of labor hours by labor category to complete the requirements described in section C of this solicitation. Pricing shall include all services required by the Statement of Work and shall be inclusive of all Contractor’s direct cost, other direct cost (ODC’s), indirect cost, and profit.

Offerors must utilize pricing consistent with the IDIQ rates submitted. Pricing for each Task Order shall include a complete list of the labor categories, hours, and rates needed to complete the requirement. Pricing shall include all services required by the Statement of Work (SOW) inclusive of all SOWs for TOs and IDIQ and shall be inclusive of all Offeror’s direct cost, ODC’s, indirect cost, and profit.

In the event that a task order’s period of performance crosses fiscal or accounting periods as defined in the agreed upon Price Schedule (Attachment J5), task order labor rates must comply with the annual price that is current at the time the order is placed. No blended rates will be authorized at the order level.

L.2.3.4 Volume IV: Solicitation Acknowledgement Contents

Offerors shall provide one (1) pdf file with the following as acknowledgement of all published solicitation and solicitation amendments in a pdf format. No other information shall be included in this volume other that the items listed below.

1) SF1449 (only the solicitation SF1449 page, no other pages): Offerors must provide a signed copy of the solicitation SF1449 to confirm that the Offeror has read and agrees to comply with the terms of the Solicitation.

2) SF30 (only the solicitation amendment(s) SF30 page, no other pages): Offerors shall acknowledge Amendments to the solicitation to confirm that the Offeror has read and agrees to comply with the terms of the Amendment to the solicitation via a signed copy of the SF30.

NOTE: The offerors’ signing of the SF1449 and SF30 does not constitute an agreement or award between the LOC and the offeror.

End of Document