1. RFP 442789 final 11.25.24.pdf

PDF 345 KB Posted

Attached to
Combined Synopsis/Solicitation for BNL Awards & Retirement Recognition Awards Program
Solicitation number
442789
Issued by

About this file

This is a Request for Proposal (RFP) issued by Brookhaven Science Associates (BSA) seeking an employee recognition program provider for service milestone and retirement awards at Brookhaven National Laboratory (BNL). The RFP uses a two-phase evaluation approach with Phase I requiring written technical and business/price proposals due December 23, 2024, and Phase II consisting of oral presentations in January 2025 for qualified offerors. The anticipated award date is April 1, 2025.

The scope includes administering an integrated recognition program with online gift catalogs, award fulfillment, customer service, and technology platform capabilities. Key evaluation criteria include past performance (20 points), data management (15 points), technology products (15 points), gift selection (15 points), recognition process (10 points), warranty/return policy (10 points), customer care (10 points), and award shipment (5 points). The NAICS code is 541890 with a $19 million size standard. This is a full and open competition using a "Best Value" trade-off process where technical factors are more important than price. Proposals must score at least 60 out of 100 points to advance to Phase II oral presentations. Required capabilities include secure handling of employee data, diverse gift selections appropriate for service milestones and retirements, warranty coverage, customer support, and reliable award fulfillment services.

View the file

Other files

On GovTribe

Work with this file

  • Download the original file
  • Contacts named in this file
  • Similar government files
  • Ask GovTribe AI about this file

Text version

Rev. 2.12 Jun 2021 Page 1 of 11

Procurement & Property Management Division

Building 902B P.O. Box 5000 Upton, NY 11973-5000 Phone 631-344-6054 jchristy@bnl.gov

Managed by Brookhaven Science Associates for the U.S. Department of Energy www.bnl.gov

November 25, 2024 Interested Offerors

SUBJECT: COMBINED SYNOPSIS/REQUEST FOR PROPOSAL (RFP) NO. 442789;

EMPLOYEE RECOGNITION PROGRAM FOR SERVICE & RETIREMENT

AWARDS

Brookhaven Science Associates, LLC (BSA), under a Prime Contract for the operation of Brookhaven National Laboratory (BNL) with the U.S. Department of Energy (DOE), herewith solicits your proposal for an employee recognition program tailored to service milestone and retirement awards.

1.0 INTRODUCTION

This is a combined synopsis/solicitation for commercial products or commercial services notice. This announcement constitutes the only solicitation; quotes are being requested and a written solicitation will not be issued. BSA is seeking proposals from qualified Offerors to administer an employee recognition program for milestone service levels and retirements.

NAICS: The North American Industry Classification System (NAICS) Code for this RFQ is 541890. The stated size standard is $19 million. The stated size shall be the sole determining factor as to classification (small or large business) of an Offeror. It is the responsibility of the Offeror to affirm its Representations and Certifications and size status are accurate and up to date in System for Award Management (SAM) (www.SAM.gov).

This procurement is being solicited for full and open competition.

2.0 SCOPE OF WORK (SOW)

The Offeror shall furnish all labor, services, materials and equipment in accordance with the draft contract, Enclosure 1, including the Statement of Work and referenced Specifications attached thereto.

3.0 GENERAL INFORMATION AND INSTRUCTIONS

3.1 Schedule

BSA has established the following schedule for achieving evaluation, selection, approval, and award.

MILESTONE DATE

Issuance of the RFP November 25, 2024 All RFP Questions Submission December 4, 2024 at 11:59PM ET Phase I Proposal Due Phase II Oral Presentations

December 23, 2024 at 11:59PM ET January 2025

Award (estimated) April 1, 2025

3.1.1 Proposals shall remain firm for 180 days after due date to allow time for review, selection, and award in case of delays.

mailto:jchristy@bnl.gov http://www.sam.gov/

Rev. 2.11 May 2017 Page 2 of 11

3.2 Form of Proposal and Manner of Submission

3.2.1 Proposals shall be submitted in a two (2) phased approach. A complete written proposal must be received by BSA no later than the due date noted herein. Award is estimated to be made on or about the date as noted herein. Proposals, including their withdrawal or modification, received after the closing date shall be considered late.

Except as otherwise specifically provided in this solicitation, such responses may be considered for award if the PPM Manager or designee determines that the award is in BSA’s best interest. Proposals will be opened in private.

3.2.2 Phase I Submittal: The Offeror will be required to submit the following via email to the BSA Contractual Representative listed below: a technical proposal (Volume 1), a Business/Price Proposal (Volume 2), Enclosure (2), Proposal Pricing sheet, and contact information of Offeror’s representative to schedule an Oral Presentation will be scheduled after the completion of Phase I evaluation. The technical and business/price proposals shall be submitted as separate volumes. The proposal and all supporting documentation which the Offeror believes will fully describe the proposed capability should be submitted and the contents clearly identified.

Submit Proposals to Jeanhei Christy, BSA Contractual Representative, at jchristy@bnl.gov, with “RFP 442789” in the Subject line.

3.2.3 Proposals must be complete in all respects. Failure to respond or follow the instructions regarding the organization, content, layout, or format of the proposal may result in the Offeror’s proposal being deemed non-responsive. Proposals that are incomplete or partial in any material respect affecting the responsiveness of the proposal may not be considered. BSA reserves the right to postpone the date of submission, and to amend this request as it considers necessary. Proposals may be withdrawn by email request, at the address noted above, received prior to the time fixed for receipt of the proposal. Modifications to proposals previously submitted must be sent via email in the same manner required in 3.2.2 above and received prior to the time fixed for receipt.

3.2.4 Phase II Submittal: The Offeror(s) considered to be within the competitive range following the completion of Phase I evaluation will be required to provide an Oral Presentation to members of the Source Selection Board (SSB). The date and time of Oral Presentations will be scheduled after the completion of Phase I evaluation, estimated in January 2025. The Oral Presentation will be held via video conference and will consist of a demonstration of Offeror’s employee recognition program, and time for questions and answers with the SSB as detailed in 4.4 below. The entirety of the video conference shall last no longer than one (1) hour.

3.3 Explanation of Proposal Documents

Should an Offeror find any discrepancies in, or omissions from, any of the documents, or be in doubt as to the meaning of any document, it should immediately advise BSA by email to jchristy@bnl.gov, no later than five (5) business days prior to the proposal due date in order to allow time for responses to be received by all prospective Offerors. Oral explanations or instructions given before the award of a contract are discouraged and will not be binding. Any information given to a prospective Offeror concerning this solicitation will be furnished to all other prospective Offerors as an amendment to the solicitation if that information is deemed necessary by BSA to submitting proposals or if the lack of it would be prejudicial to other prospective Offerors.

Rev. 2.11 May 2017 Page 3 of 11

4.0 CONTENTS OF PROPOSAL

4.1 General Information

The proposal shall be concise and clear in every instance and restricted to relevant information only. The response shall clearly and fully demonstrate the Offeror’s capability, knowledge, and experience with regard to the technical requirements described herein. Stating that the Offeror understands and will comply with the technical requirements is not sufficient, nor is a simple affirmative restatement of the requirements. Similarly, phrases such as “standard procedures will be employed,” or “well-known techniques will be used,” without explanatory detail will be considered inadequate.

4.1.1 Disclosure of Proposals

Proposals provided to BSA in response to this RFP will not be disclosed except to appropriate BSA personnel and BSA contractor consultants involved in reviewing responses to this RFP, and/or U.S. Government personnel.

Offerors that include in their proposals data that they do not want disclosed to the public for any purpose, or used by BSA except for evaluation purposes shall:

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

“This proposal includes data that shall not be disclosed except to appropriate BSA personnel, its subcontractor consultants involved in reviewing responses to the RFP, and/or U.S. Government personnel and shall not be 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, BSA shall have the right to duplicate, use, or disclose the data to the extent provided in the resulting contract. This restriction does not limit BSA’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.”

4.2 Technical Proposal – Volume 1

Provide one (1) electronic copy via email of the technical portion of your proposal and any amendments thereto. Do not include the Business Proposal (Volume 2) in this volume.

Volume 1 shall contain technical information only and shall be legible, clear, coherent, and individually tabbed in accordance with the sections noted below. Each proposal will be evaluated and point-scored in accordance with the associated categories and their points as noted herein. Offerors must provide specific detailed descriptions and capabilities for the main and sub-categories which support how the Offeror plans to perform the Statement of Work.

4.2.1 Tab 1: General Overview (0 Points)

Tab 1 will consist of an overall general summary on how the Offeror plans to manage all aspects of the recognition programs, to include program management, gift fulfillment, technology platform (including BSA’s access to current data and status of orders), and customer service pursuant with the Statement of Work. This is a non-detailed overview and will not be point scored.

4.2.2 Tab 2: SOW Compliance Matrix (0 Points)

The Offeror shall provide a paragraph-by-paragraph compliance matrix for each section of the Statement of Work (SOW) that clearly shows the Offeror’s acceptance.

Rev. 2.11 May 2017 Page 4 of 11

Offerors shall list each SOW section by number and explain how they will comply with all requirements. Detailed explanation of how compliance is to be achieved is required; a list of sections indicating compliance only is insufficient.

Any exceptions shall be clearly documented, and the Offeror shall provide a detailed explanation why the exception is being taken and any alternative recommendations.

The compliance matrices will not be point scored.

4.2.3 Tab 3: Past Performance and Relevant Experience (20 Points) The Offeror shall provide information on its record of relevant past performance on work similar in scope and organization as described in the Scope of Work. The Offeror shall provide the contact information (name, title, email, phone number) of at least three (3) references for work performed within the last five (5) years.

Tab 3 Evaluation Method:

• The Offeror will be evaluated on their record of relevant past performance. “Past performance” refers to the quality of recent services for employee recognition programs. Offerors will be evaluated based on its performance in providing services similar to those being offered to BSA. BSA will use the references submitted as part of its past performance evaluation. BSA may contact and interview the points of contact and reserves the right to obtain and evaluate relevant past performance information from sources other than those provided by the Offeror.

4.2.4 Tab 4: Data Management (15 Points)

The Offeror shall detail its ability to update and administer its program to new, incumbent and terminated employees through scheduled file transfers generated from BNL Workday systems. The Offeror shall demonstrate its developed user website.

The Offeror shall detail its process for securely managing scheduled file transfers containing employee and manager data.

Tab 4 Evaluation Method:

• The Offeror’s proposal will be evaluated on the completeness and adequacy of its proposed program to receive scheduled file transfers from BNL Workday systems.

• The Offeror’s proposal will be evaluated on the adequacy of its process to secure Personal Identifiable Information (PII).

4.2.5 Tab 5: Contractor Technology Products (15 Points)

The Offeror shall demonstrate its website to show how program administrators, employees and managers use the system to recognize employees, order gifts, run reports, give feedback and receive user support. The Offeror may also demonstrate other website functionality that supports the Statement of Work. The Offeror shall submit a copy of all technology certifications and detail all company safeguards governing its systems for protection of customer data. The Offeror shall detail its procedures in the event of a suspected or confirmed breach of a system of records or the unauthorized disclosure, access, handling, or use of personal identifiable information.

The Offeror shall prepare a presentation/demonstration of its website as it relates to the items above. The demonstration shall be for no longer than one hour inclusive of questions and answers.

Rev. 2.11 May 2017 Page 5 of 11

Tab 5 Evaluation Method:

• The Offeror will be evaluated on the look and feel of the contractor website / user interface including ease of use by employees and managers through a demonstration of its systems.

• The Offeror will be evaluated on the sufficiency of its Program Administrator website for reporting and feedback results.

• The Offeror will be evaluated on its compliance with all technology certifications and industry recognition governing its technology.

• The Offeror will be evaluated on the adequacy of its safeguards governing its technology and how customer data is housed within.

• The Offeror will be evaluated on its procedures to be followed in the event of a suspected or confirmed breach of a system of records or the unauthorized disclosure, access, handling, or use of personally identifiable information.

4.2.6 Tab 6: Gift Selection (15 Points)

The Offeror shall detail its gift selection process, the amount and quality of offerings available through online catalogues and ease of access by employees. For Service Awards, Offeror shall list and detail the gifts it provides for each milestone gift level and its process to rotate and refresh gifts. For Retirement Awards, Offeror shall list and detail the 75-100 gifts and how it updates those gifts which should not duplicate the Service Award gift selection.

Tab 6 Evaluation Method:

• Offeror will be evaluated on the gifts it provides for Service and Retirement

Awards to assess the quality and ensure a balanced offering of gifts incorporates a large and diverse mix of gifts that are attractive to many employees, meeting individual and cultural preferences including, but not limited to, jewelry, fitness and wellness, eco-friendly, cutting-edge technology, swag, BNL logo items, etc.

4.2.7 Tab 7: Recognition Process (10 Points)

The Offeror shall detail its program and process for recognizing employees including all forms of recognition offered and how the process helps managers and coworkers to recognize employees in a meaningful way. The Offeror shall detail the contents of its Service Recognition package and Retirement Recognition package.

Tab 7 Evaluation Method:

• Offeror will be evaluated on its program and process for managers and employees to significantly recognize employees in different ways including Service Awards, Retirement Awards and any other forms of recognition offered.

• Offeror will be evaluated on its Service Recognition package and the Retirement Recognition package

4.2.8 Tab 8: Gift Warranty and Satisfaction Guarantee Return Policy (10 Points) The Offeror shall detail its warranty and guarantee on gifts and the process for assisting employees when there are issues with gifts. The Offeror shall detail its proposed warranty policy and period. The Offeror shall detail its Satisfaction Guarantee return policy and period.

Tab 8 Evaluation Method:

• Offeror will be evaluated on the adequacy and length of the warranty period.

• Offeror will be evaluated on the adequacy and length of its satisfaction guarantee return policy.

• Offeror will be evaluated on its timeline for accepting returns.

Rev. 2.11 May 2017 Page 6 of 11

4.2.9 Tab 9: Customer Care (10 Points)

The Offeror shall demonstrate how they provide customer care for any requests for information and issues experienced by employees, managers or administrators. The offeror shall detail its customer care contact information including, but not limited to, its designated management team and account representatives, hours of service, toll-free telephone number, voicemail availability 24/7. Offeror shall expound upon its use of modern feedback technology to obtain employee satisfaction feedback on the employee experience.

Tab 9 Evaluation Method:

• The Offeror will be evaluated on its customer care service and ability to provide access to resolve issues and answer user and/or administrator questions, including phone and online help accessibility, hours and support offered.

• The Offeror will be evaluated on the sufficiency of its designated management team and account representatives to resolve employee and administrative issues

• The Offeror will be evaluated on the adequacy of its feedback process and addressing customer satisfaction.

4.2.10 Tab 10: Award Gift Shipment (5 Points)

The Offeror shall detail its timeline, and process for shipping gift selections to employees in a timely and reliable fashion.

Tab 10 Evaluation Method:

• Offeror’s ability to successfully ship the gift selection to the employee’s home address or alternate address of the employee’s choosing.

• Offeror will be evaluated on its timeline for shipping gifts.

4.3 Business / Price Proposal - Volume 2

Provide one (1) electronic copy via email of the business/price portion of your proposal and any amendments thereto. Do not include the Technical Proposal in this volume. Volume 2 should be prepared simply and economically, be legible, clear, coherent, and individually tabbed in accordance with the sections noted below.

4.3.1 Tab A: Corporate Profile and Financial Capability

Provide a corporate profile of your organization. Include your three (3) most recent audited financial statements/yearly reports. Such reports for any parent organization shall also be included. If a joint venture is proposed, the above is required of all parties.

In order to support DOE reporting requirements, BSA requires all its vendors/contractors to be registered in the U. S. Government supplier database entitled System For Award Management (SAM). Registration can be performed online at www.sam.gov prior to the submission date of this RFP. Please provide your firm’s SAM Unique Entity ID (UEI) number in the Proposal Pricing Sheet, AMS Form-043 (Enclosure 2). By signing the Proposal Pricing Sheet, you are certifying that you are registered and current in SAM.

If not already registered, please register as soon as possible since failure to do so will preclude BSA from doing business with your organization. Please note that there is no charge for SAM registration. When registering, you are strongly urged to copy and paste www.sam.gov onto your browser address rather than utilizing your search engine. Utilizing your search engine may redirect you to an erroneous site. You may obtain assistance in completing your registration by contacting the Federal Help Desk at 866-606-8220 or by contacting your local Procurement Technical Assistance Center

Rev. 2.11 May 2017 Page 7 of 11

(PTAC), which can be found at https://www.aptac-us.org.

4.3.2 Tab B: Draft Contract with Terms and Conditions

The Draft Contract with Terms and Conditions is provided in Enclosure (1). The

Offeror shall clearly note its acceptance in full. The successful Offeror will be required to execute a Contract in accordance with the provisions of the Draft Contract.

Any exceptions shall be noted accordingly; however, the Offeror shall not construe noted exceptions, if any, to be accepted by BSA.

4.3.3 Tab C: Price / Milestone Schedule

The Offeror shall provide pricing information in strict accordance with this RFP. Any exceptions should be noted accordingly. Note: Only pricing in U.S. dollars will be accepted.

4.3.4 Tab D: Payment Terms and Freight (if applicable)

Payment terms shall be FOB (Free on Board) destination, DAP (Delivered At Place) designated by the Statement of Work. Payments will be Net 30 from acceptance.

The Offeror shall review and clearly note its acceptance in full. Any exceptions shall be noted accordingly.

4.3.5 Tab E: Buy American Act (if applicable)

This requirement is subject to Federal Acquisition Regulation (FAR) Part 25, Buy American Act. The Contractor shall provide if the proposed item(s) are or are not domestic end products. If foreign end products are proposed, the Offeror shall provide the country of manufacture.

4.3.6 Tab F: Service Contract Act (SCA) (if applicable)

Offerors shall provide the labor category of any service employees who will perform the work for this requirement, if applicable, unless otherwise exempt from SCA (e.g., executive, administrative, or professional employee as defined in 29 CFR part 541).

4.3.7 Tab G: Small Business Subcontracting Plan (if applicable)

All Offerors certifying that they are other than a “small business or foreign business” and that they expect to submit an offer that will exceed $750,000 must submit a Small Business Subcontracting Plan or Subcontracting Plan Waiver (certifying no subcontracting opportunities (Enclosure (3)) for BSA’s approval prior to contract award. Reference shall be made to FAR 19.704 and FAR 52.219-9(d) before completing this subcontracting plan. Firms certifying that they are small or foreign businesses need not complete the plan.

The following BSA small business stretch goals are provided as an example for this procurement. Any exceptions to this requirement shall be noted accordingly.

Small Business ............................................................................................................. 49.0% Small Disadvantaged Business ....................................................................................... 5.0% Women-Owned Business ................................................................................................ 5.0% Hub Zone ......................................................................................................................... 3.0% Veteran-Owned Business ...................................................................................... 3.0% Service Disabled Veteran-Owned Business .................................................................... 3.0% https://www.aptac-us.org/

Rev. 2.11 May 2017 Page 8 of 11

4.4 Contents of Oral Presentation

Offerors within the competitive range shall give Oral Presentations as stated in paragraph

3.2.4 above. The Oral Presentations shall be concise and clear in every instance and restricted to relevant information only. The Oral Presentations shall comply with the following:

4.4.1 The Offeror will be expected to provide a visual component to the Oral Presentation in the form of a PowerPoint deck or video accompaniment. Content should include bullets of main points, any available pictures, examples of the Offeror’s past work in employee recognition, sample award recognition ideas, sample gift milestone ideas, any relevant charts or graphs pertaining to employee recognition services, and examples of marketing and communication efforts. Content must be professionally presented, easily viewed, and easily interpreted by evaluators.

4.4.2 Information in the Oral Presentation should include a summary of the Offeror’s experience, description of the proposed business model, general timeline of program implementation after contract award, assistance provided to ensure smooth transition in new services, address flexibility in adapting to fluctuating population, and address experience with services for similar types of organizations as BSA, including other Federally-funded national laboratories, along with examples of successful services with new clients. Most importantly, the oral presentation shall include a real-time demonstration of the website and any platforms that will be utilized during contract performance, including ability to provide diverse gifts, examples of award recognition packages and gift milestone offerings, approach to exemplary customer service including options for refunds and warranties, and strategies for marketing and communications with management and employees.

4.4.3 A list of names and positions of presenters should be provided in advance.

4.4.4 Oral Presentations shall be no more than 30 minutes in length with additional time for questions to follow, not to exceed one (1) hour. Any rescheduling requests will be considered on a case-by-case basis. Oral Presentations shall be made via video conferencing using either Microsoft Teams or Zoom. Oral Presentations will not be recorded.

4.4.5 Information from the Oral Presentation is for BSA’s internal use only and will be used for source selection purposes in this RFP. Offeror’s Oral Presentation will be treated as proprietary information to the Offeror. The Oral Presentation will not specifically be used for a potential contract. There are no limitations on Government-Offeror interactions during and after the presentation. The Oral Presentation will not constitute discussions.

5.0 PROCUREMENT TYPE, EVALUATION METHODOLOGY AND CRITERIA

5.1 Type of Procurement

This is a “Best Value” procurement. BSA intends to award a contract resulting from this solicitation to the responsive, responsible Offeror whose proposal represents the best value after evaluation in accordance with the factors, subfactors, and price as noted in this solicitation. The utilization of this procedure is expected to provide the greatest overall benefit to BSA. Best Value employs a trade-off process that permits award to other than the lowest priced offeror or to the highest technically rated offeror. The trade-off process associated with Best Value involves a comparative weighing of the evaluation factors and sub-factors identified in the RFP. Specifically, the trade-off process involves selecting the most advantageous offer based on an integrated assessment of both technical factors and price.

Price will not be rated or scored, but will be a significant factor in the Best Value analysis.

Rev. 2.11 May 2017 Page 9 of 11

An award may be made without discussion or negotiation of proposals received; therefore, proposals should be submitted on the most favorable terms which can be submitted in response to this request. BSA reserves the right to conduct pre-selection site visits to assess the Offerors’ capabilities, to hold fact-finding discussions, and/or to negotiate with any one or all of the Offerors on any aspect of this solicitation prior to making an award; or to make an award without further discussion or negotiation at any time during this process. BSA may request such supplementary information as determined sufficient, in the opinion of BSA, to assure that an Offeror’s technical competence, business and technical organization, facilities, and financial resources are adequate to successfully perform the contemplated work. BSA reserves the right to reject any or all proposals, or to accept any proposal. BSA will not be obligated to award all or any part of the work solicited, and in any event will not be responsible for the Offeror’s cost of proposal preparation or any other cost incurred in connection with this RFP.

5.2 Methodology

It is the practice of BSA, in making an overall evaluation of proposals received, to establish a Source Selection Board (SSB) that will evaluate the proposals so as to give due consideration to technical factors and price. The final evaluation assessment is derived from the composite reviews. As explained in 5.1 above, this procedure is intended to result in selection of the most advantageous proposal, considering price and other evaluation factors in determining the Best Value trade-off.

5.2.1 Proposals will be initially evaluated on responsiveness to the RFP requirements in all aspects. The technical proposals will be point-scored by technical members of the SSB in accordance with the criteria as set forth in Section 5.3 herein.

5.2.2 If a selection cannot be made and discussions are required, the SSB will then recommend to the Source Selection Official (SSO) which proposals are within the competitive range based on results of scoring and analysis of the technical evaluation criteria, along with the proposed prices. The competitive range determination will then be made by the SSO. Those proposals with a reasonable chance of being selected for award, including those that are acceptable as submitted or that could reasonably be made so after clarifications and correction of deficiencies, will be considered in the “competitive” range and will be required to conduct Oral Presentations in accordance with Phase II submittal. Fact-finding discussions and/or site visits may be held with those Offerors in the competitive range. Best and final offers may be solicited at the conclusion of Phase II.

The tradeoff process permits tradeoffs among price and non-price factors (i.e.

Technical Factors) and allows BSA to accept other than the lowest priced proposal, or other than the highest technically rated offeror. Under a tradeoff process, the perceived technical benefits of the higher priced proposal shall merit the additional cost in order to receive award. In conducting the tradeoff analysis for this procurement, the Technical Factors, when combined, are more important than price. Offerors are advised, however, that as the range of the overall Technical scores among Offerors narrows, the more important price will become in making the award decision. An independent estimate, historical pricing data, and competitive pricing will be used in the consideration and analysis of price.

Rev. 2.11 May 2017 Page 10 of 11

5.3 Technical Evaluation Criteria

Proposals will be evaluated in two independent phases: Phase I Written Proposal (Volumes 1 and 2, and Enclosure (2)) will be evaluated and scored; and Phase II Oral Presentations/Demonstrations by those Offerors invited to participate based on a competitive range of the most highly qualified proposals. Each proposal will be evaluated based on how well it meets or exceeds the requirements of this RFP. The proposals will be evaluated in accordance with the following evaluation criteria, listed in order of importance, and more fully explained in Section 4 above:

1. Past Performance and Relevant Experience 20 Points

2. Data Management 15 Points

3. Contractor Technology Products 15 Points

4. Gift Selection 15 Points

5. Recognition Process 10 Points

6. Gift Warranty and Satisfaction Guarantee Return Policy 10 Points

7. Customer Care 10 Points

8. Award Gift Shipment 5 Points_

100 Points

Each Offeror’s strengths, weaknesses, and deficiencies will be addressed accordingly in each resultant technical evaluation.

To be considered technically responsive to the RFP and be eligible to advance to Phase II, each Offeror must score a total of 60 points out of the overall 100 points possible. Any proposal that fails to achieve this parameter shall be deemed technically non-responsive and will be excluded from further evaluation.

For Phase II, the Offeror must address the content described in 4.4 above. Oral Presentations will not receive a separate evaluated score. Instead, Oral Presentations will be used to support and confirm the Offerors’ written proposal in Phase I and may adjust the individual ratings in Section 4 as a result.

5.4 Final Selection Process

After completion of discussions, if necessary, with Offerors in the final competitive range and receipt of Best and Final offers, if required, the SSB will recommend to the SSO which Offeror the SSB has determined to represent the “Best Value” to BSA based on the evaluation and the prices being offered. The SSO will subsequently use all Source Evaluation analysis and evaluations as guidelines in making the final selection.

5.5 Basis of Award

Award of the resulting contract will be based on the SSO’s evaluation of the SSB’s recommendation. The SSO will select the Offeror whose proposal represents the overall Best Value to BSA (the best combination of technical evaluation results and price).

The successful Offeror will be required to complete the following BSA forms for ACH/EFT contract invoice payments:

• IRS W-9 form

• BSA Bank Information Form

6.0 PERFORMANCE AND FINANCIAL RESPONSIBILITY

It is understood that any contract resulting from this request shall be on the basis that the Offeror who undertakes the work represents and guarantees that it possesses the necessary skills, means of performance, and financial resources to complete the effort. Inability to perform, including loss of key personnel or facilities, will not excuse default.

Rev. 2.11 May 2017 Page 11 of 11

7.0 CLOSURE

BSA believes the information contained herein is sufficient to permit you to prepare a complete and definitive proposal; however, should there be any questions, please contact the undersigned. All questions must be submitted in writing via email. Replies to questions will be provided in writing and, if considered to be of general interest, will be transmitted to all other offerors. If for any reason you are unable to submit a proposal, kindly reply in writing.

Sincerely, Jeanhei D. Christy Sr. Contracts Specialist

Enclosure 1 – BSA Draft Contract (with Attachments (A)-(C)) Enclosure 2 – Proposal Pricing Sheet AMS Form-043 Enclosure 3 – Subcontracting Plan Waiver

Procurement & Property Management Division
Building 902B
SUBJECT: COMBINED SYNOPSIS/REQUEST FOR PROPOSAL (RFP) NO. 442789; employee recognition program for service & retirement awards
1.0 Introduction
2.0 Scope of Work (SOW)
3.0 General Information and Instructions
3.1 Schedule
3.2 Form of Proposal and Manner of Submission
3.3 Explanation of Proposal Documents
4.0 Contents of Proposal
4.1 General Information
4.1.1 Disclosure of Proposals
Proposals provided to BSA in response to this RFP will not be disclosed except to appropriate BSA personnel and BSA contractor consultants involved in reviewing responses to this RFP, and/or U.S. Government personnel.
4.2 Technical Proposal – Volume 1
4.2.1 Tab 1: General Overview (0 Points)
4.2.2 Tab 2: SOW Compliance Matrix (0 Points)
4.2.3 Tab 3: Past Performance and Relevant Experience (20 Points)
4.2.4 Tab 4: Data Management (15 Points)
4.2.5 Tab 5: Contractor Technology Products (15 Points)
4.2.6 Tab 6: Gift Selection (15 Points)
4.2.7 Tab 7: Recognition Process (10 Points)
4.2.8 Tab 8: Gift Warranty and Satisfaction Guarantee Return Policy (10 Points)
4.2.9 Tab 9: Customer Care (10 Points)
4.2.10 Tab 10: Award Gift Shipment (5 Points)
4.3 Business / Price Proposal - Volume 2
4.3.1 Tab A: Corporate Profile and Financial Capability
4.3.2 Tab B: Draft Contract with Terms and Conditions
4.3.3 Tab C: Price / Milestone Schedule
4.3.4 Tab D: Payment Terms and Freight (if applicable)
5.0 Procurement Type, Evaluation Methodology and Criteria
5.1 Type of Procurement
5.2 Methodology
5.3 Technical Evaluation Criteria
5.4 Final Selection Process
5.5 Basis of Award

7.0 CLOSURE

File details come from the government source that posted it. Updated .