52.212-1_and_52.212-2_in_Tracked_Changes.pdf

HT0014-17-R-0010-0003

Tracked changes

ADDENDUM TO FAR 52-212-1

ADDENDUM TO FAR 52.212-1

PROGRAM STRUCTURE AND OBJECTIVES

a. The resulting contracts from this acquisition will be Indefinite Delivery/Indefinite Quantity (IDIQ) Multiple

Award Contracts (MACs). This requirement is 100% small business set-aside under North American Industry

Classification System (NAICS) number 621999. The Government anticipates awarding approximately 20 IDIQ contracts.

b. All referenced documents for this solicitation are available on the Federal Business Opportunities (FedBizOpps) web site at http://www.fbo.gov under the Solicitation Number HT0014-17-R-0010 Potential offerors are encouraged to subscribe for real-time e-mail notifications when information has been posted to the website for this solicitation.

c. Market research confirmed that subcontracting and teaming arrangements are necessary because of the broad scope of the contract requirements; therefore such arrangements are encouraged to ensure mission success.

However, during the contract competition, if a company is identified as a prime contractor or teaming partner/subcontractor on any proposal for this acquisition, then they cannot participate as a prime contractor or teaming partner/subcontractor on any other offeror’s proposal(s). This limitation includes the companies of mentor protégé arrangements and joint venture partners. After award of contracts, for subsequent task order competitions, the government continues to prohibit cross-teaming.

d. For consideration in developing a proposal, the maximum program size is $969M over a five year ordering period. The Government will award each contract the total maximum program size, allowing the ordering Services to expend program funds on a task order by task order fair opportunity basis as specified in Part 1, Paragraph 1.2

(Subsequent Task Orders). However, since this contract is an ID/IQ-ordering vehicle, the Government does not guarantee the contract holders any awards above the minimum contract award outlined in Part 1, Paragraph 1.9 (Post

Award Conference). Congressional budget year allocations and prioritized requirements may drive future task order awards and exercise of task order options.

2. GENERAL INSTRUCTIONS

a. This section provides guidance for preparing proposals as well as specific instructions on the format and content of the proposal. Offerors are required to meet all solicitation requirements, including terms and conditions, representations and certifications, and technical requirements, in addition to those identified as evaluation factors or subfactors. Non-conformance with the instructions may result in an unfavorable proposal evaluation.

b. The Contracting Officer (KO) is the sole point of contact for this acquisition. The KO for this acquisition is as follows:

Ms. Hanika Torio

8111 Gatehouse Road

Falls Church, VA 22042 http://www.fbo.gov/

(703) 275-6371

E-mail: hanika.j.torio.civ@mail.mil

(1) E-mail is the preferred method of communication. The KO will control exchanges of source selection information between Government and offerors. The Government may use email to transmit such information to offerors only if they are encrypted and includes “Source Selection Information – See FAR 2.101 & 3.104.” in the

Subject line along with the Solicitation Number HT0014-17-R-0010. Otherwise, the Government will transmit source selection information via fax. Offerors may send questions via e-mail to both the KO hanika.j.torio.civ@mail.mil and the CS john.a.cowgill4.ctr@mail.mil; however, no proposals will be accepted via email or fax.

(2) Offerors who determine that the technical requirements of this RFP require clarification(s) in order to permit submittal of a responsive proposal are requested to submit all questions in writing on or before 26 July 2017. These questions shall be directed to the KO and CS identified above. The Government will issue RFP Questions and

Answers on fbo.gov and amend the RFP if required to clarify RFP requirements.

The deadline for questions in response to Government-issued RFP as amended is 21 August 2017 at 2 p.m. EDT.

Offerors are instructed to email questions to John Cowgill john.a.cowgill4.ctr@mail.mil and Hanika Torio hanika.j.torio.civ@mail.mil.

(3) If discussions are held, the KO will promptly notify offerors of any decision to exclude them from the competitive range; whereupon, offerors may request and receive a debriefing in accordance with FAR 15.505.

Offerors excluded from the competitive range may request a pre-award debriefing or may choose to wait until after the source selection decision to request a post-award debriefing. However, offerors excluded from the competitive range are entitled to no more than one debriefing for each proposal. The KO will notify unsuccessful offerors in the competitive range of the source selection decision in accordance with FAR 15.506. Upon such notification, unsuccessful offerors may request and receive a debriefing. Offerors desiring a debriefing must make their request in accordance with the requirements of FAR 15.505 or 15.506, as applicable.

e. Elaborate formats, or color presentations are not desired or required. Offeror may only include corporate logos in

Volume I – Administration.

f. Oral presentations will not be considered for this competitive acquisition.

g. Proprietary information shall be clearly marked. Proprietary information submitted in response to this solicitation will be protected from unauthorized disclosure as required by Subsection 27 of the Office of

Procurement Policy Act as amended (41 U.S.C. 423), hereinafter referred to as “the Act”, as implemented in the

FAR.

h. The Government requires an electronic proposal submission with the offeror’s entire proposal loaded on a single

DVD-R (Digital Versatile Disk – Recordable). The Government does not require any paper proposals. Due to mailbox constraints, offerors may not submit proposals to the Government via e-mail; faxed copies are also not authorized. The disk shall be labeled with the Company Name, the Solicitation Number and date submitted to the

Government. As a minimum, each volume must be in a different directory (folder) on the disk. Offerors shall include separate files with the required naming conventions in accordance with Table 1 below. All documents shall be submitted in portable document format (PDF) format that is created to be searched and copied with the

EXCEPTION of the unique files in the Government specified format (See Table 1). DO NOT submit any documents in PDF format that are copied as “images.” The offeror’s documents/files will be provided in a non-compressed format. It is the sole responsibility of the Offeror to ensure that the electronic files submitted are virus free.

(1) Offerors must send their electronic proposal disk by United State Postal Service, FedEx or United Parcel

Service or hand delivered to Hanika Torio, C/O Tina AlteversDavid Green, Defense Health Agency, 2776 C

Street, Area B, mailto:hanika.j.torio.civ@mail.mil mailto:hanika.j.torio.civ@mail.mil mailto:john.a.cowgill4.ctr@mail.mil mailto:hanika.j.torio.civ@mail.mil mailto:hanika.j.torio.civ@mail.mil

Building 6, Suite 200, Wright-Patterson AFB, OH 45433. Pre-arrangement for hand delivery is required. Email

Mr. David Green at david.d.green7.civ@mail.mil for arrangements NLT 7:00 AM Eastern time on 5 Sep 2017, if hand delivery is required." It is the Offeror’s responsibility to make those arrangements to assure meeting the proposal deadline. If the Offeror decides to mail the proposal, it is the Offeror’s responsibility to assure the correct address and to meet the proposal deadlines. The government will not accept late proposals even if due to third party shipping delays. Proposals received after the due date and time specified herein will be considered late, will not be evaluated and will be deemed ineligible for award.

(2) Offerors shall not lock, encrypt, copy as an image, password protect or otherwise place barriers to opening files for their proposal submissions. In the event where the Government cannot access the electronic version to complete evaluation, the government will consider the offer invalid and the proposal will be deemed ineligible for award.

(3) If the Government receives more than one DVD-R from an Offeror, the proposal will be deemed invalid, will not be evaluated and will be deemed ineligible for award.

i. All proposal information is subject to verification by the Government. The documentation must be in the

Offeror’s name as submitted in Block 17a of the Standard Form (SF) 1449, Solicitation/Contract/Order for

Commercial Items, with a corresponding Cage Code and DUNS Number. Offerors shall assume that the

Government has no prior knowledge of their operation and will rely on documentation provided as part of the Offeror’s proposal. By signing the SF 1449, the Offeror acknowledges that the terms and conditions of the proposals are valid for a minimum of 180 calendar days after the proposal due date in Block 8.

j. Files shall not contain classified data and must adhere to the page limitations in Table 1. The Government will not read and evaluation pages that exceed any limitation identified in Table 1, Proposal Organization. For this document, an electronic page is identified as follows:

Page: One face of a 8.5” x 11” sheet of paper containing information

Paragraph: Separated by at least one blank line

Page Numbering: Sequentially

Font: Times New Roman Font; 12-point minimum font size

Margins: Top, Bottom, Left, Right shall be 1”

Tables graphs and illustrations: Font size no less than 8 point

Page layout: Orientation may be portrait or landscape

k. The following documents are limited to the Government specified format and remain in the template format

(Save files in default format (e.g., Word Document – Set “save as type” to “Word Document [*.docx]” only and

Excel spreadsheets – Set "save as type" to "Microsoft Excel Workbook [*.xlsx]").

SF1449 and all Amendments (SF 30)

Team/Organizational Structure (Attachment 1)

Technical Self Scoring Worksheet (Attachment 2)

Pricing Template (Attachment 3)

Past Performance Information (PPI) Tool (Attachment 4)

Past Performance Questionnaire (Attachment 5)

l. Representations and Certifications: Offerors shall ensure that their registration in the System for Award

Management (SAM) database is current, complete, and applicable to this solicitation. The Contracting Officer will check SAM and document the contract file.

m. Cross-referencing: Each volume shall be written on a standalone basis so that its contents may be evaluated with no requirement to cross-reference to other volumes of the proposal. Information required for proposal evaluation which is not found in its designated volume will be assumed to have been omitted from the proposal.

Offerors are responsible for the accuracy of their proposals and the Government will not search for information that is not provided in the required Volume.

n. Award without Discussions: It is the Government’s intent to award without discussions. Therefore, each initial proposal should contain the offeror’s best effort to demonstrate technical, past performance and price. However, the Government reserves the right to conduct discussions if the Contracting Officer determines that discussions are necessary.

o. Clarifications: Offerors are cautioned to submit sufficient information and in the format specified in instructions. Offerors may be asked to clarify certain aspects of the proposal (for example, the relevance of past performance information) or to respond to adverse past performance information to which the offerors have not previously had an opportunity to respond. Communication conducted to resolve minor or clerical errors will not constitute discussions and the contracting officer reserves the right to award a contract(s) without the opportunity for proposal revision.

3. PROPOSAL ORGANIZATION

a. The Offeror shall organize the proposal as set forth in Table 1, Proposal Organization and subsequent detailed supporting documentation provided in proposal tabs. In accordance with Paragraph 2.h, electronic proposals are required. The Offeror shall organize their proposal by Volume and submit the proposal on a single disk with four

(4) separate electronic folders, labeled by volume number and title, as follows:

Volume I – Contract Administration

Volume II – Technical Capability

Volume III – Past Performance

Volume IV – Price

b. Within each of the four (4) folders, offerors will submit the required information, electronic documents or supporting materials per Table 1 below. Offerors must include their company name and volume number as shown in the filename of each document. An example is shown in Table 1. For example, ABC Incorporated filename for

Volume II, Scope supporting documentation would be: ABC.VOLII.TAB2A.pdf. (Filenames do not have to be capitalized). Offerors may make minor adjustments to the file naming methodology so long as the resulting file names and organization are clearly understandable. Offerors should plan on submitting a single file for each item versus multiple files.

Table 1 - Proposal Organization

Para Volume Title Page Limit File Name Example

*see 3.b above

6 I Tab 1 – SF 1449 and all Amendments (SF 30) signed by an authorized representative

Tab 2 – Company Information

Tab2a – Authorized Offeror Personnel Tab 2b – Company address, Identifying codes and

Designations

Tab 2c - Teaming/Organization Structure

(Attachment 1)

Tab 3 – Exceptions to Solicitation Requirements

Tab 4 – Certifications and Representations

Tab 5 – Letter of Credit

Tab 6 – Master Table of Contents

Tab 7 – Glossary of Abbreviations and Acronyms

No page limit ABC.VOLI.TAB1

ABC.VOLI.TAB2

ABC.VOLI.TAB2a

ABC.VOLI.TAB2b

ABC.VOLI.TAB2c

ABC.VOLI.TAB3

ABC.VOLI.TAB4

ABC.VOLI.TAB5

ABC.VOLI.TAB6

ABC.VOLI.TAB7

7 II Completed Self Scoring Technical Capability

Worksheet (Attachment 2)

Tabs 1 through 11 are supporting documentation (as applicable)

Tab 1a though 1e 2– Scope (LC & SVC)

Tab 2a through 2f – Scope (Hard to Fill/Turnover)

Tab 3a and 3b – Scope (Healthcare setting)

Tab 4a– Magnitude ( Highest contract value)

Tab 4b – Magnitude (Total FTEs in 5 years)

Tab 4c – Magnitude (Total Contracts)

Tab 5a through i –Complexity (locations)

Tab 6a through e – Complexity (hard locations)

Tab 7a and b – Complexity (Prime Experience)

Tab 8 – Complexity (subcontractor management)

Tab 9a through e – Applicability (Customers)

Tab 10a - Applicability (IDIQ experience)

Tab 11a - Applicability (FFP experience)

Tab 12 – Teaming/Organizational Structure

(Attachment 1)

Tab WKSHT limited to 4 Pages in

Government-provided template.

Tabs 1through 11 are supporting documentation (see instructions below);

each supporting documentation file is limited to 10 Pages with the exception of the Magnitude tabs which is 40 pages.

ABC.VOLII.WKSHT

ABC.VOLII.TAB1*

ABC.VOLII.TAB2*

ABC.VOLII.TAB3*

ABC.VOLII.TAB4a

ABC.VOLII.TAB4b

ABC.VOLII.TAB4c

ABC.VOLII.TAB5

Etc.

8 III

Tab 1A – Prime Reference 1

Tab 1B – Prime Reference 2

Tab 1C – Prime Reference 3

Tab 2A – Teaming Partner (highest % of planned work) Reference 1

Tab 2B – Teaming Partner (second highest % of planned work) Reference 2

Tab 2C – Teaming Partner (third %...) Reference 3

Tab 2D - Teaming Partner (fourth %...) Reference 4

Tab 2E - Teaming Partner (fifth %...) Reference 5

Tab 3 – Organization Change History

Tab 4 – Teaming/Organizational Structure

(Attachment 1)

Page limited to past performance information (PPI) tool;

Page limit of

Organizational Change

History: 5 pages;

Contractor Teaming

Structure:

Government template

ABC.VOLIII.TAB1A

ABC.VOLIII.TAB1B

ABC.VOLIII.TAB1C

ABC.VOLIII.TAB2A

ABC.VOLIII.TAB2B

ABC.VOLIII.TAB2C

ABC.VOLIII.TAB2D

ABC.VOLIII.TAB2E

ABC.VOLIII.TAB3

ABC.VOLIII.TAB4

9 IV –

Price

Tab 1 – Completed Government Pricing Template

(saved in Excel) (Attachment 3)

Tab 2 – Price Assumptions

No page limit:

Government template

ABC.VOLIV.TAB1

A complete past performance reference consists of:

HT0014-17-R-0010

1. Past performance information sheet printed from PPI tool (Attachment 4)

2. Past Performance Questionnaire, if required (Attachment 5)

3. Consent letter, if required (Attachment 6)

4. Client authorization letter, if required (Attachment 7)

3.1 Volume I – Contract Administration

In this volume of the proposal, the offeror shall provide the following information:

Tab 1 - Standard Form (SF) 1449, SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS and SF 30, AMENDMENT OF SOLICITATION/ MODIFICATION OF CONTRACT: Complete blocks 12, 17a, 17b (if applicable), 23, 24, 30a, 30b, and 30c of the RFP Section A, SF 1449. In doing so, the offeror accedes to the contract terms and conditions as written in the RFP Sections A through K. These sections constitute the model contract. The SF 1449 shall be provided in Volume 1. If the solicitation is amended, for each issued amendment, complete blocks 8, 15A, 15B and 15C of the SF 30, and include in this section of the proposal.

The government recommends that offerors also consider the requirements above in Paragraph 2.b.(i).

Tab 2 - Company Information:

a. Authorized Offeror Personnel. Provide the name, title, and telephone number of the company/division point of contact regarding decisions made with respect to your proposal and who can obligate your company contractually.

Also, identify those individuals authorized to negotiate with the Government. Additionally, provide the name, title, and telephone number of the CEO, Division President, and/or Vice President of the company for notification purposes.

b. Company/Division Address, Identifying Codes, and Applicable Designations. Provide company/division's street address, county and facility code; CAGE code; DUNS code; and TIN. ; and labor surplus area designation. This same information must be provided if the work for this contract will be performed at any other location(s). List all locations where work is to be performed and indicate whether such facility is a division, affiliate, or subcontractor, and the percentage of work to be performed at each location.

c. Teaming/Organizational Structure (Attachment 1). If subcontractors or teaming partners are proposed, the offeror must complete Attachment 1 showing the government their teaming/organizational structure. The offeror will include the completed document in three areas of their proposal: Volume 1, Tab 2c, Volume II, Tab 12, and

Volume III, Tab 4. Attachment 1 should be complete and clearly identify the company names and addresses of all teaming partners or subcontractors that will perform under this contract along with the percentage of projected assigned workload along with the performance locations for that teaming partner. Therefore, the offeror needs to provide the name of the teaming partner/subcontractor for each Product Service Code grouping listed. If more than one company will provide the service categoryProduct Service Code, each service categoryProduct Service Code.

The planofferor will ensure at least 50% of the cost of contract performance incurred for personnel shall be expended for employees/services provided by the concerned. The contractor’s plan must demonstrate and describe complianceofferor must comply with all legal requirements, including but not limited to, FAR 52.219-14 –

Limitations on Subcontracting, 13 CFR 124-510, 13 CFR 125.6, 15 USC 64.

Tab 3 - Exceptions to Solicitation Requirements: Offerors are required to meet all solicitation requirements, such as terms and conditions, representations and certifications, and technical requirements, in addition to those identified as evaluation subfactors. Failure to meet a requirement may result in an offer being ineligible for award. Offerors must clearly identify any exception to the solicitation terms and conditions and provide complete accompanying rationale. Each exception shall be specifically related to each paragraph and/or specific part of the solicitation to which the exception is taken. Provide rationale in support of the exception and fully explain its impact, if any, on the performance, schedule, cost, and specific requirements of the solicitation. This information shall be provided in the format and content of Table 2 below.

Table 2 - Solicitation Exceptions

Solicitation

Document

Page/

Paragraph

Requirement/

Portion

Rationale

PWS, Part X, Pricing

Template, Past

Performance Tool

Applicable

Page and Paragraph

Numbers

Identify the requirement or portion to which exception is taken.

Describe

Why the requirement can/will not be met.

Tab 4 - Representations, Certifications (Tab 4): Complete the necessary fill-ins and certifications in Sections D through K. Section K shall be returned in its entirety. For Sections D through I, the offeror shall submit only those pages that require a fill-in.

Mentor-Protégé Agreements and 8(a) Joint Venture Certifications. If the Offeror is part of Mentor-Protégé agreement or an 8(a) joint venture, the offeror shall provide a copy of the Small Business Administration (SBA) approved Mentor-Protégé agreement and/or Joint Venture certification documentation. For either Mentor-Protégé or

8(a) Joint Ventures, the SBA must receive the certification documentation prior to the proposal due date and the

Government must receive the SBA-approved documentation before the date of notice or announcement of award of any contract. If the Government does not receive the SBA-approved documentation of the Mentor-Protégé or 8(a)

Joint Venture agreement as of notice or announcement of award of any contract, the Mentor-Protégé offeror shall be eliminated from the competition. The Government will not delay contract award waiting for SBA approval.

Tab 5 - Letter of Credit: Offerors must include a Letter of Credit to demonstrate the offeror’s financial health and capacity to cover startup expenses for this requirement. The document, issued by a bank or other financial institution, shall provide the offeror a line of credit for a minimum of $2 million. The Letter of Credit shall include contact information of the issuing organization and the Letter of Credit may be contingent upon award of this contract. The date of the letter can be issued anytime between release of the RFP and proposal due date. Offerors may submit a Letter of Credit with an initial expiration date to cover the entire performance period (5-years) or a letter with an initial expiration date that is a minimum period of one year from the date of issuance. If valid for the first year, the letter will be required to be renewed and provided to the contracting officer annually. The document, issued by a bank or other financial institution must include contact information for the issuing organization.

Tab 6 - Master Table of Contents: The Offeror shall provide a table of contents in the Contract Administration

Volume that serves as an overall guide to what files are provided in electronic format, where they are located, file name and brief descriptions of the documents. The table of contents will not be evaluated.

Tab 7 - Glossary of Abbreviations and Acronyms: Include a glossary of abbreviations and acronyms used throughout the proposals (all 4 volumes).

3.2 VOLUME II – TECHNICAL CAPABILITY

a. For purposes of this technical proposal evaluation the Offeror shall claim medical support services capability using the government template for the Technical Self-Scoring Worksheet. Offerors may not consolidate more than one Government or commercial contract or task order, (including FSS, GSA, BPAs) or option periods into a single file to claim higher point value. The Government considers task orders to be stand-alone contracts. See additional

Supporting Documentation instructions below in Paragraph c. The Offeror shall complete the Technical Self Scoring

Worksheet (Attachment 2) in the electronic format provided in this solicitation and provide the completed Excel file and all supporting documentation in Volume II. No other format will be considered. The offeror shall not alter or add rows, columns, or formulas in the worksheet. The worksheet titled “Self Scoring Sheet” has 143 rows divided into 4 Categories: Scope, Magnitude, Complexity and Applicability. Within the Categories, there are 11 Sections that assess capability where points will be assigned based on the requirement. There are locked/protected heading rows, point values and subtotals along with hidden formula rows. Within each section are various elements of importance to the Government. Offerors should consider their past experience as well as their teaming partners to attest to medical support services technical capabilities. Supporting documentation should be for medical support services. Offerors will be required to provide supporting documentation as proof of their technical capability for the sections and elements within those sections. Claimed capability may be for either the prime contractor (offeror) or teaming partner(s) as identified on the DHA MSS Instructions, Attachment 2, and Technical Self-Scoring

Worksheet. For Scope, at least one claimed capability in each of the three (3) elements (Labor Category/Services

Placement, Hard-to-Fill/High Turnover Positions and Healthcare Settings) shall be for the offeror. For Magnitude, all the claimed capabilities should be for the prime offeror. For Complexity, for Elements 5 (High Demand

Performance Locations) and 6 (Hard-to-Fill Locations), at least one claimed capability must be for the prime offeror;

for Elements 7 (Prime Contractor Experience) and 8 (Subcontractor Experience) the claimed capability should be for the prime offeror. For Applicability, Element 9 (Customer Base), at least one claimed capability should be for the prime offeror and Elements 10 (ID/IQ experience) and 11 (FFP Experience) should be for the prime offeror.

Supporting documentation requirements is discussed in detail below.

The worksheet has Columns A through P:

Column A is the Section number assigned to that capability element.

Column B is the RFP reference.

Column C is the capability being assessed.

Columns D through G are the level of capability that can be chosen by the offeror.

Column H is a subtotal by row and Section [that populates automatically based on the Column D-G selection].

Column I shows the electronic file name to be used for that Section/Element supporting documentation (see Table

1). Files must be distinguishable by name so that they may be rapidly accessed by the evaluation team.

Columns J through P is a current point of contact for the supporting documentation/item who the government can contact to validate the claim of capability if necessary.

b. The Offeror shall follow the instructions listed below when filling out the rows of the worksheet. For convenience, the instructions are also included in a separate worksheet in the Technical Self Scoring Worksheet titled “Instructions.” Offerors will place an “X” in the proper cell; no other character or word will work in the cell to generate the correlating point value. Offerors shall not enter a point value as the worksheet will assign a point value based on the selected capability (column). It is important to note the government considers a task order under MAC ID/IQ contracts, including federal support schedule, GSA or BPA orders) a single contract; thus a single supporting documentation requirement.

o Row 1: Enter Offeror name in Column C - Scope Category (Rows 2 to 45).

Rows 2-8, 10, 12, 14, 16: Heading Rows or hidden formula rows.

Rows 9-18, Labor Category/Service Product Service Code Placement. Place an “X” in the appropriate

Column D, E, F, or G associated with the highest number of FTEs placed on a single contract or order in the last 5 years (from the release date of this solicitation). At least one claimed capability must be from the prime offeror: Certified (Row 9, Section 1, Element a), Specialized/Technical (Row 11, Section 1, Element b), Administrative/Clerical (Row 13, Element c), and Other Medical Support FTEs (Row 15, Element d). If the offeror never placed those types of labor categories/services, leave blank and complete Other Labor Category/Service in

Row 17, Element e. This element is for services not in the PSC listed in Element a through d above (see Part I, PWS, Paragraph 1.4 table). Offerors may complete Row 17, Element e if they have placed an “X” in the Columns for Certified (Row 9, Section 1, Element a), Specialized/Technical (Row 11 Section 1, Element b), Administrative/Clerical (Row 13, Element c), and Other Medical Support FTEs (Row 15, Element d). If claiming

Row 17, offerors must complete Row 18, Column C to specify the labor category.

Row 19 is the Labor Category/Services Placement subtotal that automatically populates in Column H based on the above selections.

Rows 20-23, 25, 27, 29, 31 & 33: Heading rows or hidden formula rows.

Rows 24-35, Hard to Fill/High Turnover Positions. Place an “X” in the appropriate Column D, E, F, or G associated with the highest number of FTEs placed on a single contract or order in the last 5 years. At least one claimed capability must be from the prime offeror: Referral Clerk (Row 24, Section 2, Element a), Medical

Appointment Clerk (Row 26, Section 2, Element b), Medical Office Clerk (Row 28, Section 2, Element c), Medical

Records Technician (Row 30, Section 2, Element d), Outpatient Medical Coder (Row 32, Section 2, Element e), Beneficiary Services Representative (aka, PEBLO) (Row 34, Section 2, Element f).

Row 35 is the Hard to Fill/High Turnover Positions Subtotal that automatically populates in Column H based on the above selections.

Rows 36-38, 40, 42 & 43 are heading rows and hidden formula rows.

Rows 39-41, Healthcare Setting. Place an “X” in the appropriate Column D or E, associated with your capability and experience for medical support services in two performance settings (place where services were performed). At least one claimed capability must be from the prime offeror: Outpatient Clinic (Row 39, Section 3, Element a) or Hospital (Row 41, Section 3, Element b). For this solicitation, an Outpatient Clinic is a standalone ambulatory care facility providing outpatient medical care. A hospital is a medical treatment facility capable of providing outpatient and inpatient services. Services performed outside an outpatient clinic or hospital

(i.e., remote, corporate headquarters, etc.) would not be included here.

Row 44 is the Setting Subtotal that automatically populates in Column H based on the above selections.

Row 45 is the subtotal for the Scope Category. Validate that the points were correctly calculated and transfer properly to the Total Points Summary worksheet, Row 5, Column B.

Magnitude Category (Rows 46-61) – All claimed capabilities should be for the prime offeror. Offerors should select a single contract or order with the highest total value (including options) and provide up to 10 pages for supporting documentation. Next, prime offerors should support the total number of Medical Support Service FTEs placed for the Government in the last 5 years from the date of the solicitation and provide up to 40 pages for supporting documentation. Then, the prime offeror will total up all active contracts (only for the offeror) managed in the last 5 years from the date of the solicitation and provide up to 40 pages of supporting documentation.

Rows 46-49, 50-55 & 59 are heading rows and hidden formula rows.

Row 51, Highest total Value on a single contract or order as the prime offeror. Place an “X” in the appropriate Column D, E, F or G.

Row 56, Total Medical Support Service FTEs placed for the Government in the last 5 years. Place an “X” in the appropriate Column D, E, F or G.

Row 60, Total number of active contracts or orders providing medical support services to the Government as of the date of the solicitation. Place an “X” in the appropriate Column D, E, F or G.

Row 61 is the subtotal for the Magnitude Category. Validate that the points were corrected calculated and transferred properly to the Total Points Summary worksheet, Row 6, Column B.

o Complexity Category (Rows 62-115).

Rows 62-66, 68, 70, 72, 74, 76, 78, 80, 82, 84 are heading rows or hidden formula rows.

Rows 67-85, High Demand Performance Locations. Place an “X” in Column D or E attesting to historic capability of providing Medical Support Services in the listed performance locations. At least one claimed capability must be from the prime offeror. Offerors may enter one “Other” location and are required to specify the location in Row 86.

Row 87 is the High Demand Performance Locations Subtotal that automatically populations in Column H based on the selections above.

Rows 88-91, 93, 95, 97, 99 are heading rows or hidden formula rows.

Rows 92-100, Hard to Fill Locations. Place an “X” in Column D or E attesting to your historic capability of providing Medical Support Services in the listed performance locations. At least one claimed capability must be from the prime offeror.

Row 101 is the Hard to Fill Locations Subtotal that automatically

Rows 102-105, 107 are heading rows or hidden formula rows

Rows 106-108, Prime Contractor Experience. Place an “X” in Column D or E attesting to the prime offeror’s performance capability as the Prime and subcontractor.

Row 109 is the Prime Contractor Experience Subtotal that automatically

Rows 110-113 are heading rows or hidden formula rows.

Row 114, Subcontractor/Team Management. Place an “X” in Column D or E attesting to the prime offeror’s historic capability of managing teaming partners/subcontractors.

Row 115 is the subtotal for the Complexity Category. Validate that the points were correctly calculated and transferred properly to the Total Points Summary worksheet, Row 7, Column B.

o Applicability Category (Rows 116-143).

Rows 116-120, 122-136, 138-141 are heading rows and hidden formula rows.

Rows 121-129, Customer Base. Place an “X” in Column D or E attesting to historic capability of providing

Medical Support Services to the listed customers. At least one claimed capability must be from the prime offeror.

For multiple MTFs involving different Services or multi-market sectors, the customer should be reported as DHA.

If performance is at a single MTF, the customer would be based on what service owns that MTF. Offerors may claim one “Other” location in Row 129, but must complete Row 30, Column C to specify the customer.

Row 137, Indefinite Delivery/Indefinite Quantity Contract Experience. Place an “X” in Column D or E attesting to the prime offeror’s historic capability of performing on an Indefinite Delivery/ Indefinite Quantity

Contract.

Row 142, Firm Fixed Price Contract Experience. Place an “X” in Column D or E attesting to the prime offeror’s historic capability of performing on a Firm Fixed Price Contract.

Row 143 is the subtotal for the Applicability Category. Validate that the points were correctly calculated and transferred properly to the Total Points Summary worksheet, Row 8, Column B.

c. The Offeror shall provide supporting documentation for each section and element in the four (4) Categories of

Scope, Magnitude, Complexity and Applicability when points are being granted in the Technical Self Scoring

Worksheet. This documentation will be a scanned pdf file and will follow the required naming convention shown in

Table 1. Offerors will highlight (by color or circling) the information in the document(s) that validate their claimed technical capability.

Offerors must provide a single file as supporting documentation. For example, Tab 1 has five (5) elements a through e. An offeror can provide documentation to support capability. Each element will be a separate pdf file.

Offerors should use the naming convention: company name.VolII.TAB1a, company name.VolII.TAB1b, company name.VolII.TAB1c, company name.VolII.TAB1e, company name.VolII.TAB1e,. If an offeror is NOT claiming capability on a particular element, they should not provide a file with that TAB name in their proposal. A single supporting document file may apply to more than one row on the Self-Scoring Technical Capability Worksheet as long as that document supports the claimed items. If an offeror uses the same contract to support multiple elements/section on the worksheet, offerors shall rescan and follow the naming convention for the item to ease retrieval and validation procedures.

The Offeror shall not consolidate requirements on multiple task/delivery orders to obtain a higher point value since contract or task order (including commercial, MAC ID/IQ, GSA, FSS or BPA orders) are considered a single contract under this solicitation. Thus, each contract, order or other binding business agreement will stand alone to support a claimed item and will be a separate supporting documentation file provided in the proposal. Likewise, the

Offeror shall not consolidate requirements for different option periods on the same contract or order to obtain a higher point value as part of their supporting documentation. To illustrate, an offeror has two separate contracts (or task orders) where they provide a total of four (4) certified medical support FTEs. The offeror cannot combine them to total 8 FTEs to get the maximum points available on the Self Scoring Technical Worksheet [of 100 points). The offeror could only claim 4 FTEs and provide one of those contracts as supporting documentation. If, on the other hand, the offeror provided all 8 FTEs under one contract or task order the offeror could claim all 8 FTEs and self-score at 100 points. The following supporting documentation is acceptable:

For Government Contracts: Provide a signed copy of the SF 1449, SF33 or DD1155 along with other contract pages that show clearly detail the claimed item (labor category, FTE, location, dollar value, etc.).

For Commercial Contracts: Provide a signed and dated letter from the customer that confirms the claimed element on the worksheet. A clear name, title, address and phone number for the customer must be on the letter.

Offerors are cautioned that the supporting documentation must demonstrate performance in the area claimed on the

Technical Self-Scoring Worksheet (i.e., labor category, location, number of full-time equivalent [FTEs]. For example, if you are attesting to the government you provide 7+ FTEs in the Certified Medical Support Positions

Product Service Code, the documentation provided must clearly show more than seven (7) positions on a single order or contract. The Government reserves the right to review any information related to the supporting documentation for validation only obtained by the government to aid in validating the technical capability. The supporting documentation must match the services of this solicitation.

3.3 VOLUME III – PAST PERFORMANCE

Past performance tool (see Attachment 4 for data requirements on the past performance tool): The Offeror shall use the past performance information (PPI) tool for submitting up to eight (8) recent past performance references and contract information. This tool can be downloaded from FedBizOpps (https://www.fbo.gov/) as an attachment to this solicitation posting. The Offeror shall save each past performance reference from the past performance tool on the submitted DVD-R. If the Offeror is unable to download the past performance information tool, contact the PKO for assistance. The Offeror must save the PPI database file using the following convention: Prime Contractor Name

+ RFP Number.accdb (e.g., XYZCompanyHT0014-17-R-0010.accdb). There are no page numbering, line spacing or font size restrictions on the PPI tool). No page limitation applies as it is dictated by the PPI tool. Offerors will not print and scan the information; the Government requires the database in its entirety.

A complete past performance reference consists of:

1. Past performance information sheet printed from PPI tool (Attachment 4)

2. Past Performance Questionnaire, if required (Attachment 5)

3. Consent letter, if required (Attachment 6)

4. Client authorization letter, if required (Attachment 7)

Past performance Questionnaire (if required) (Attachment 5): The Offeror is responsible for initiating Past

Performance Questionnaire (PPQ) only if the past performance reference is not available in CPARS. The Offeror will forward the questionnaire to the primary customer point of contact (POC), with instructions to send the completed, signed questionnaire back to the Offeror. Offerors shall provide completed and signed questionnaires as part of the Past Performance Volume of their proposal.

Subcontractor/teaming partner consent letter (if required) (Attachment 6): Past performance information pertaining to a subcontractor cannot be disclosed to the prime Offeror without the subcontractor’s consent. Provide with the proposal, a letter from all subcontractors that will perform major or critical aspects of the requirement, a letter consenting to the release of their past performance information to the Offeror.

Client authorization letter (if required) (Attachment 7): Each Offeror, teaming partner, and/or joint venture partner shall execute a Client Authorization Letter for commercial customers.

TAB 1 – References from Prime Offeror. At least three (3) references of the eight (8) maximum references must be for the Prime offeror. All required documents should be scanned into a pdf file in the above order and named

ABC.VOLIII.TAB1A, 1B and 1C.

TAB 2 – References for Teaming Partner/Subcontractor. Offerors may submit up to five (5) references (of the eight

(8) maximum) to ensure at least one for each proposed teaming partner/subcontractor. If more than five teaming partners/subcontractors are proposed, offerors are required to submit references for the teaming partners or subcontractors that will perform the highest percentage of work as identified in Attachment 1 of their proposal. All required documents should be scanned into a single pdf file in the above order and named ABC.VOLIII.TAB2A, 2B, 2C, 2D and 2E. If no teaming partners are proposed, up to eight (8) references will be for the offeror. The file naming convention can remain the same.

TAB 3 – Organization Change History. Many companies have acquired, been acquired by, or otherwise merged with other companies, and/or reorganized their divisions, business groups, or subsidiary companies or had name changes. In many cases, these changes have taken place during the time of performance for relevant past efforts or between the conclusion of recent past efforts and this source selection. To clarify any organizational changes, the

Offeror shall provide a "roadmap" describing all such changes in the organization of the company. A pamphlet or other commercial document describing such reorganizations may suffice within the page limit identified in Table 1, Proposal Organization. As part of this explanation, show how these changes impact the relevance of any efforts the

Offeror identified for past performance evaluation/performance confidence assessment.

TAB 4 - Teaming/Organizational Structure (Attachment 1). If subcontractors or teaming partners are proposed, the offeror must complete Attachment 1 showing the government their teaming/organizational structure. The offeror http://www.fbo.gov/) http://www.fbo.gov/) http://www.fbo.gov/) will include the completed document in three areas of their proposal: Volume 1, Tab 2c; Volume II, Tab 12 and

Volume III, Tab 4. Attachment 1 should be complete and clearly identify the company names and addresses of all teaming partners or subcontractors that will perform under this contract along with the percentage of assigned workload for each company and which services the teaming partner will provide. Therefore, the offeror needs to provide the name of the teaming partner/subcontractor for each Product Service Code grouping listed. If more than one company will provide the service category, each service category. The plan will ensure at least 50% of the cost of contract performance incurred for personnel shall be expended for employees/services provided by the concerned.

The contractor’s plan must demonstrate and describe compliance with all legal requirements, including but not limited to, FAR 52.219-14 – Limitations on Subcontracting, 13 CFR 124-510, 13 CFR 125.6, 15 USC 64.

3.4 VOLUME IV – PRICE

3.4.1. Offerors shall use the government provided Pricing Template (Attachment 3) for their price volume. Offerors will provide a complete fully burdened hourly rate for 3942 labor categories (Service Type I) only. Using the standard position descriptions at Part 8, Attachment 4 and the Pricing Performance Work Statement at Attachment

8, the estimated FTEs, projected billable hours and locations in the sample order in Worksheet 2 of the Pricing

Template, offerors should develop a single fully burdened rate by labor category and a total evaluated price for evaluation. There are no Service Type II estimates requiring pricing in the template. Offerors are advised that not every labor category in the available position descriptions or each performance location are included in the sample order Pricing Template. The fully burdened rates should include all costs, including but not limited to, worker direct labor costs as well as any fringe benefits, overhead, general and administrative expenses, and/or profit.

This template will be used by the Pricing Evaluation Team during the source selection process. Instructions are provided below and also repeated in the spreadsheet. Offerors must complete the model as designed. No attempt to reformat or remove cells is authorized. Submission of pricing data needs to be complete and accurate. Leaving cells blank or entering “N/A” or zeros are not acceptable values for these cells and will adversely affect the formulas in the

Excel file. Hourly rates should be rounded to the nearest-two decimal format (i.e., $15.32). Failure to comply with these terms and conditions may result in the offeror being removed from consideration for incomplete data submission. Incomplete pricing may result in an offeror’s proposal being deemed ineligible for award.

Problems encountered with the spreadsheet design that prevent accurate recording of price data shall be brought to the attention of the Contracting Officer immediately. The Government will not recreate electronic files, or in any way develop pricing tables for the offeror in order for electronic evaluation to occur.

The MSS Pricing Template contains four (4) worksheets:

Worksheet 1 - Instructions. Worksheet 2 - Projected FTE and billable hours for Svc Type#1 . Worksheet 3 - Entry sheet for Svc Type#I - fully burdened hourly rates. Worksheet 4 – Total Evaluated Price. Reference Part 8, Attachment 3 for potential performance locations and; Part 8, Attachment 4 for standard position descriptions.

Worksheet 2. Projected FTE for Svc Type#1 – provides projected FTEs by Labor Category and Performance

Location annually (to be considered for each annual pricing.) No entry is done on this worksheet, but is the required information with total FTEs and billables hours (FTEs times 1920) by performance location and customer.

Worksheet 3. Svc Type#1 – Fully Burdened Hourly Rate Entry Sheet. To complete Worksheet 3 offerors are to look at each position description for education, experience and qualification requirements (Part 8, Attachment 4), the pricing Performance Work Statement (Instructions Attachment 8), as well as the projected FTEs by Labor Category and Performance Location in Worksheet 2. The Government calculated projected billable hours by taking the total

FTE number times the 1920 productive hours in a standard man-year. Offerors shall consider this when developing a fully burdened hourly rate. Offerors shall enter a fully burdened hourly rates for the 42 Labor Categories for the 5-contract years in Rows 6 to 10, Columns B - AQ. The spreadsheet calculates a labor category subtotal for Year 1 through Year 5 in Rows 12 to 16, Columns B through AQ. Then, a total for all years adds Years 1, 2, 3, 4 and 5 together by labor category in Row 17. A total for Service Type I requirements is in Row 18, Column AR.

Worksheet 4. – Total Evaluated Price. No entry is required for Worksheet 4—only verification and validation of accuracy. This worksheet is pulling the Service Type#1 total from Worksheet 3, Row 18, Column AR. The total evaluated price used for evaluation adds Row 2, Column A to Column B to generate Column C. Offerors are urged to ensure their pricing is complete and accurate.

3.4.2 If needed, offerors will provide Price Assumptions at Tab 2 of the IV Price Volume. The document will be created by the offeror and will be included in this volume.

List of Attachments: The following list of attachments is provided at the end of this section:

1. Contractor Teaming/Organization Structure

2. Technical Self Scoring Worksheet (separate Excel File)

3. Pricing Template (separate Excel File)

4. Past Performance Tool

5. Past Performance Questionnaire

6. Subcontractor/Teaming Partner Consent Letter

7. Client Authorization Letter

8. Pricing Performance Work Statement (separate pdf file)

>END ADDENDUM to 52.212-1<

ATTACHMENT 1

Teaming/Organizational Structure

ATTACHMENT 1:

TEAM COMPOSITION WORKSHEET

1. Provide the required information on the offeror (Prime) below. If the offeror is a Joint Venture, list the name of the Joint

Venture on the first line and provide the details for the two (2) companies forming the Joint Venture on the other two lines.

OFFEROR

(Prime)

COMPANY

NAME

Small Business

Designation

PSC

Code

DUNS

Number

ADDRESS POC &

TELEPHONE

PERCENTAGE OF

CONTRACT

WORKLOAD

Proposed

Performance

Location(s)*

(list states)

Note: Total prime workload must be greater than or equal to 50% of contract workload.

2. Provide the requested information on all teaming partners/subcontractors. If more space is needed, use an additional copy of this sheet and number accordingly (i.e., Page 1 of 2).

Subcontractor’s

COMPANY

NAME

Small Business

Designation, if applicable

PSC

Code

DUNS

Number

ADDRESS POC &

TELEPHONE

PERCENTAGE OF

CONTRACT

WORKLOAD

Proposed

Performance

Location(s)* (list states)

Note: Total teaming Partner/subcontractor workload must be less than or equal to 50% of contract workload.

*This refers to states where the company will perform Medical Support Services under this solicitation.

A…