MSS_Instructions_with_Attachments_30_Jan_17.doc

HT0014-17-R-xxxx

ADDENDUM TO 52.212-1

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 components 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 $490M 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 22060

(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 to the KO via e-mail; 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 March 2017. These questions shall be directed to the CO identified above. The Government will issue RFP Questions and Answers on fbo.gov and amend the RFP if required to clarify RFP requirements.

(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 Defense Health Agency, J-4, Contracting Division, Contracting Office – National Capital Region (NCR), 8111 Gatehouse Road, Falls Church, VA 22060; ATTN: Hanika Torio. Pre-arrangement for 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 due to 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, encrypted, password 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.

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.

Table 1 - Proposal Organization

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

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

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 WKSHT limited to 4 Pages in Government template.

Tabs 2 through 9 are supporting documentation (see instructions below); each supporting documentation file is limited to 10 Pages.

ABC.VOLII.WKSHT

ABC.VOLII.TAB1*

ABC.VOLII.TAB2*

ABC.VOLII.TAB3*

ABC.VOLII.TAB4a

ABC.VOLII.TAB4b

ABC.VOLII.TAB4c

Etc.

Tab 1B – Prime Reference 2 Tab 1C – Prime Reference 3 Tab 2A – Teaming Partner Reference 1 Tab 2B – Teaming Partner Reference 2 Tab 2C – Teaming Partner Reference 3

Tab 2D - Teaming Partner Reference 4 Tab 2E - Teaming Partner Reference 5 Tab 3 – Organization Change History

Tab 4 – Teaming/Organizational Structure (Attachment 1)

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

1 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)

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 "original" copy should be clearly marked under separate cover and should be provided without any punched holes. 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 3.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; 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 two areas of their proposal: Volume 1, Tab 2c, and Volume IV, Tab 6. 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 Product Service Code grouping. 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.

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

Page and Paragraph

Numbers

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 Letter of Credit must be issued to the PRIME offeror. 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).

4.2 VOLUME II – TECHNICAL CAPABILITY

a. For purposes of this technical proposal evaluation the Offeror shall claim capability using the government template for the Technical Self-Scoring Worksheet. 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 135 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. With each section are various elements of importance to the Government. Offerors should consider their past experience to attest to future technical capabilities for this solicitation. Offerors will be required to provide supporting documentation as proof of their technical capability for the sections and elements within those sections. 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 F are the level of capability that can be chosen by the offeror.

Column H is a subtotal by row and Section.

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 your 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. It is important to note the government considers a task order under MAC ID/IQ contracts, a single contract.

· Row 1: Enter Offeror name in Column C.

· Scope Category (Rows 4 to 41).

· Rows 5-19, 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: Certified (Row 9, Section 1, Element a), Specialized/Technical (Row 10, 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. Offerors may not 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 10, Section 1, Element b), Administrative/Clerical (Row 13, Element c), and Other Medical Support FTEs (Row 15, Element d).

· Rows 22-32, 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: Referral Clerk (Row 22, Section 2, Element a), Medical Appointment Clerk (Row 24, Section 2, Element b), Medical Office Clerk (Row 26, Section 2, Element c), Medical Records Technician (Row 28, Section 2, Element d), Outpatient Medical Coder (Row 30, Section 2, Element e), Beneficiary Services Representative (aka, PEBLO) (Row 32, Section 2, Element f).

· Rows 34-40, Healthcare Setting. Place an “X” in the appropriate Column D or E, associated with your capability and experience in two performance settings: Outpatient Clinic (Row 36, Section 3, Element a) or Hospital (Row 38, 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.

· Row 41 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 42-57).

· Rows 44-47, 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.

· Rows 49-52, 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.

· Rows 53-56, 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 57 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.

· Complexity Category (Rows 58-109).

· Rows 63 – 80, High Demand Performance Locations. Place an “X” in Column D or E attesting to your historic capability of providing Medical Support Services in the listed performance locations. Offerors may enter one “Other” location and are required to specify the location in Row 82.

· Rows 85-95, 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.

· Rows 96-103, Prime Contractor Experience. Place an “X” in Column D or E attesting to your performance capability as the Prime or subcontractor.

· Rows 106 – 108, Subcontractor/Team Management. Place an “X” in Column D or E attesting to your historic capability of managing teaming partners/subcontractors.

· Row 109 is the subtotal for the Complexity Category. Validate that the points were corrected calculated and transferred properly to the Total Points Summary worksheet, Row 7, Column B.

· Applicability Category (Rows 110-135).

· Rows 111-123, Customer Base. Place an “X” in Column D or E attesting to your historic capability of providing Medical Support Services to the listed customers.

· Rows 124-129, Indefinite Delivery/Indefinite Quantity Contract Experience. Place an “X” in Column D or E attesting to your historic capability of performing on an Indefinite Delivery/ Indefinite Quantity Contract.

· Rows 130-134, Firm Fixed Price Contract Experience. Place an “X” in Column D or E attesting to your historic capability of performing on a Firm Fixed Price Contract.

· Row 135 is the subtotal for the Applicability Category. Validate that the points were corrected 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 and in the Excel template. Offerors will highlight (by color or circling) the information in the document(s) that validate their claimed technical capability. The following are acceptable documents:

· For Government Contracts with Contractor Performance Assessment Reporting System (CPARS) Reports: Provide a copy of the CPARS report in the Technical Volume as outlined in Table 1, Proposal Organization. Do not provide a contract-level CPARS if the item claimed was provided under a task order (provide either that Task Order CPARS or task order contract documents to attest your claim. The Offeror shall not consolidate requirements on multiple task/delivery orders to obtain a higher point value since task orders are considered a single contract under this solicitation. Likewise, the Offeror shall not consolidate requirements for different option periods on the same contract to obtain a higher point value as part of their supporting documentation.

· For Government Contracts without an existing CPARS Report: Provide a signed copy of the SF 1449, SF33 or DD1155 along with other contract pages that show 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.

Supporting documentation must address the specific service being provided. A specific supporting document can be applied to more than one row on the Self-Scoring Technical Capability Worksheet as long as that document supports the claimed item. However, if using the same supporting document for several elements/section, offerors should rescan and follow the naming convention for the item to ease retrieval and validation procedures.

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 recent past performance contract information. This tool can be downloaded from FedBizOpps (https://www.fbo.gov/

) as an attachment to the 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., XYZCompany110515MSS.accdb). There are no page numbering, line spacing or font size restrictions on the PPI tool).

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. Three (3) 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. Five references should be for the teaming partners/subcontractors, if applicable. 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, all 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 will include the completed document in two areas of their proposal: Volume 1, Tab 2c, and Volume IV, Tab 6. 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 Product Service Code grouping. 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

Offerors shall use the government provided Pricing Template (Attachment 3) for their price volume. Offerors will provide a complete fully burdened hourly rate for 43 labor categories (Service Type I) by performance location and a complete fully burdened unit rate for 5 full service (Service Type II) by performance location. The pricing should be based on the position and service requirements depicted in the sample position descriptions (Attachment 8) and Statement of Objectives (Attachment 9).

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. NTE 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.

The MSS Pricing Template contains three (3) worksheets: Worksheet 1. Svc Type#1 – Fully Burdened Hourly Rates, Worksheet 2. Svc Type#2 – Fully Burdened Unit Rates, and Worksheet 3 - Instructions & TEP (Total Evaluated Price) by position and location.

Worksheet 1. Svc Type#1 – Hourly Rates.

To complete Worksheet 1, offerors are to review and understand each position description for education, experience and qualification requirements (Attachment 8). The offeror shall provide fully burdened hourly rates for the labor categories. The projected hours are for the full 5-year ordering period.

Worksheet 2. Svc Type#2 – Unit Rates.

To complete Worksheet 2, offerors are to look at each Statement of Objectives (SOOs) in Attachment 9. The offeror shall provide a fully burdened unit rates for each full operational activity (based on specific unit of completion). The projected units shown are for the full 5-year ordering period.

Worksheet 3 – Instructions and TEP: For convenience, instructions are provided in the MSS Pricing Template; however, below is the same, complete instructions to the offerors. This worksheet also contains the Total Evaluated Price. The TEP will be calculated as the sum of the offeror’s total prices for Service Type #1 and Service Type #2 submission

Rounding: All dollar amounts provided shall be rounded to the nearest penny. All loaded labor hourly and unit rates shall be rounded to the nearest penny.

Problems encountered with the spreadsheet design that prevent accurate recording of price data shall be brought to the attention of the Contracting Officer immediately. Any exceptions or assumptions taken to the pricing requirement should be included in Volume I, Tab 3. The Government will not recreate electronic files, or in any way develop pricing tables for the offeror in order for electronic evaluation to occur.

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

Contractor Teaming/Organization Structure Technical Self Scoring Worksheet (separate Excel File)

3. Pricing Template (separate Excel File)

4. Past Performance Tool (Separate File)

5. Past Performance Questionnaire

6. Subcontractor/Teaming Partner Consent Letter

Client Authorization Letter

8. Sample Position Descriptions (for Pricing)

9. Sample Statement of Objectives (for Pricing)

>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.

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).

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

ATTACHMENT 2

Technical Self-Scoring Worksheet Provided separately in Excel format

ATTACHMENT 3

Pricing Template Provided separately in Excel format

ATTACHMENT 4

PAST PERFORMANCE INFORMATION (PPI) TOOL

Offerors must use the PPI Tool (Use latest version from FBO.gov) in order to electronically submit the PPI portion of the Past Performance Volume in accordance with the RFP.

Downloading the PPI Tool The PPI Tool can be downloaded by performing the following steps (if you are unable to download the Tool, contact the contracting officer for assistance):

1. Access the FedBizOpps (https://www.fbo.gov/) website.

2. Find the solicitation posting.

3. Locate the “ppi tool” link from the “All Files” column on the solicitation’s “Notice Details” tab .

4. Select the link and save the “ppi tool” to your computer. Name the file as the prime contractor + RFP number + file extension (e.g. XYZCompanyHT001517R007.accdb).

Note: PPI Tools saved in Microsoft Office versions 2007 and greater will be saved with “.accdb” file extension.

Entering information in the PPI Tool

After selecting and saving the tool, enter information by performing the following steps:

1. Open the saved PPI Tool.

2. Select the “Options” button from the “Security Warning” banner, if applicable

3. The “Security Alert” pop-up screen displays.

Figure 1: Security Alert Pop-up

Note:

· Files saved using Microsoft Office 2010 will have the “Enable Content” button on the “Security Warning” banner and therefore will not get a Security Alert pop-up.

· If a "read only" file is opened, in order to populate data in the file, click "Save As" in the "Read-Only" message bar. Enter the filename as the prime contractor + RFP number + file extension (e.g. XYZCompanyHT001517R0007.accdb).

4. Select the radio button “Enable this content” and then click “OK.” A setup pop-up screen displays.

Figure 2: Setup Pop-Up

5. Select the “Start” button. The “Application Setup” screen displays.

Figure 3: Application Setup Screen

Note: Once the Offeror’s Name and RFP Number have been entered they can be edited by selecting the “Edit Offeror And RFP Number” button from the “Contractor’s Menu”

6. Enter the Offeror’s Name and RFP Number and then click the “Next” button. The application setup continues.

Figure 4: Continue the Application Setup

7. Choose the appropriate option by selecting the corresponding radio button and then click the “Next” button. The “Contractor’s Menu” displays.

Figure 5: Contractor’s Menu

8. Click the “Step 1: Set up Business Relationships” button to create a business relationship, if applicable, for each business entity before proceeding throughout the PPI Tool (refer to Section L of the RFP for detailed instructions). Identify all prime and sub-prime organizations identified in Attachment 4, Contractor Team Organization and categorize them according to the appropriate role in the proposed acquisition. The “Business Relationships” screen displays.

Figure 6: Business Relationships

9. Click the “New” button to create a business relationship for the proposed acquisition. An additional “Business Relationships” screen displays.

Figure 7: Enter New Business Relationship

10. Complete the fields as follows (fields marked on the screen with an asterisk ‘*’ are required):

· Contractor’s Name: Self-explanatory

· Role in Proposed Acquisition: Choose one of the four options – Prime, Sub, Joint Venture, or Other (Explain). An explanation comment box will display when you select “Other.”

· Place of Work: Location where contractor will perform work.

· Percentage of Work: Identify percentage of work contributed by specified business entity

· Responsibilities: Detail proposed responsibilities of specified business entity.

11. Select one of the buttons at the bottom of the screen.

· Add – Saves the current business relationship and allows for the addition of a new one.

· Close – Cancels the current business relationship without saving.

Note: In order to edit or delete an existing business relationship in the list, double-click on it.

12. Select the “Close” button on the “Business Relationships” screen after all of the business relationships has been added.

13. Click the “Step 2: Enter Past Performance Information (PPI)” buttonto enter the Past Performance Information. The “Past Performance” screen displays.

Figure 8: Past Performance

14. Click the “New” button to enter Past Performance Information for the proposed acquisition. An additional “Past Performance” screen displays.

Figure 9: Enter Past Performance Information

15. Complete the fields on each of the tabs as follows (fields on the screen marked with an asterisk ‘*’ are required):

· Contract Information Tab

· Contractor: Select from the dropdown the appropriate business entity.

· Cage Code: Self-explanatory.

· Contract Number.

· Program Title: Enter full name of program.

· Contr Agency/Customer: Enter servicing contracting agency and customer (office symbols suffice).

· DUNS Number: Self-explanatory

· Delivery Task/Order: If the order is provided as a stand-alone reference, enter the task/call/delivery/purchase order number.

· Contract Type: Enter Firm-Fixed-Price (FFP), Cost Plus Fixed-Fee (CPFF), Indefinite Delivery/Indefinite Quantity (ID/IQ), LH, Blanket Purchase Agreement (BPA), Cost Plus Incentive-Fee (CPIF), Cost Plus Award Fee (CPAF), etc. For additional clarification, click the question mark button.

· Short Program Title (i.e. Acronym): Enter abbreviated title for the program or enter “N/A.”

· Contract Dollar Value:

· Original: Input total contract dollar value, with all options if applicable, in the amount originally awarded on the referenced contract.

· If ID/IQ or BPA, provide total ceiling.

· If stand-alone task/call/delivery/purchase, provide amount of the individual contract.

· Current: Input total contract dollar value, with all options if applicable, as the contract stands at time of PPI submission.

· If ID/IQ or BPA, provide total ceiling.

· If stand-alone task/call/delivery/purchase, provide amount of the individual contract.

· Explain the differences in Contract Value, if applicable: Enter an explanation of the difference between the original contract dollar value and the revised value as of the time of PPI submission.

· Period of Performance (mm/dd/yy)

· Start Date: Input start date of contract.

· Original End Date: Input original end date based on award.

· Current End Date: Input end date, as the contract stands at time of PPI submission.

· Explain the differences in Period of Performance, if applicable: Enter an explanation of the difference between “Original End Date” and “Current End Date.”

· Program Details Tab

· Brief Description of Effort as:

· Select Prime, Sub, Joint Venture, or Other (Explain). An explanation comment box will display when you select “Other.”

· Provide a brief description of the service provided and actual work performed under this contract reference.

· ****If applicable: Provide information on performance problems encountered on the identified contracts. At a minimum, briefly describe the problem experienced, actions taken to alleviate the problem, and whether or not the problem was satisfactorily overcome.****

· Explain how your performance on this contract is relevant for each market segment as described in Table 4 from Section 52.212-2 of the RFP. Include any unique aspects that demonstrate relevancy in this effort.

· POC & Key Individuals Tab

· Key Individuals: Not required.

· Customer Points of Contact: Click the “Program Manager,” “Contracting Officer” or “Admin POC” button for the point of contact that you would like to add, edit, or delete.

Note: For government contracts provide current information on Program Manager, Contracting Officer, and Admin POC, if available.

For commercial contracts provide points of contact fulfilling these same roles, if available.

16. Select from the buttons at the bottom of the Past Performance screen:

· Save – Saves the Past Performance Information and displays the “Contract Information” tab on the Past Performance screen.

· Close – Closes the Past Performance screen. If there were any updates, a pop-up window displays asking to save before closing.

· Delete – Deletes the current PPI record. A pop-up window displays, select “Yes” to delete the record or “No” to close the window without deleting the record.

Note: In order to edit or delete an existing PPI record in the list, double-click on it.

17. Select the “Close” button on the “Past Performance Information” screen after all of the PPI records have been added.

Printing Reports and Submitting PPI Tool

The Offeror may either print PPI references to be saved on a DVD or save the PPI references as listed below:

In order to print the Business Relationships and PPI reports, perform the following steps:

1. Click the “Step 3: Print Report” button . A pop-up displays asking which report to print.

Figure 10: Select Report to Print

2. Select separately each of the two options, “Business Relationships” or “Past Performance.” The Business Relationships and Past Performance documents will print separately. Hard copies of the pages generated from this tool shall be saved in a pdf format as outlined in this RFP for the Past Performance Volume folder on the DVD.

In order to save the Business Relationships and PPI, perform the following steps:

3. Click the “Step 4: Submit” button . The “Submission Instructions” screen displays.

Figure 11: Submission Instructions

4. Follow the submission instructions.

Note:

· Submit an electronic copy (e.g. DVD) of the saved PPI database file with your proposal. Submitting the file name as follows:

· Contractor name + Volume number + Tab number (e.g. XYZCompanyVOLIIITAB1A.accdb)

· Once the file is…