2.0_47PL0018R0001_The_Solicitation.pdf

Northwest/Arctic Region

SOL #: 47PL0018R0001

THE SOLICITATION

SOLICITATION NUMBER: 47PL0018R0001

PROJECT TITLE: Western and Southern MATOC* IDIQ** for Construction

WORK LOCATIONS: Federal owned and leased facilities located in the states of Washington and Oregon

PERFORMANCE PERIOD: Date of Award plus five (5) years

ISSUE DATE: December 15, 2017

PRE-PROPOSAL MEETINGS: December 28, 2017 1:00 pm – 3:00 pm*** (virtual meeting)

REGISTRATION INFO: Register by email to: jessica.campbell@gsa.gov.

Requests received with 24 hours or less to meeting start time will receive responses on an as available basis

QUESTION PERIOD: Submit questions regarding the solicitation on or before 4:00 pm, January 25, 2018

PROPOSAL DATE DUE: February 1, 2018, 4:00 pm

*MATOC: Multiple Award Task Order Contract ** IDIQ: Indefinite Delivery Indefinite Quantity *** All time information is ‘Pacific Time’

THIS PROCUREMENT IS SET-ASIDE FOR SMALL BUSINESS

TABLE OF CONTENTS

I. General Information A. The Solicitation and Agreement B. Availability of Funds C. List of Solicitation Documents (referenced as ‘Exhibits’) D. Authorized Representative E. Pre-Proposal Conference F. Contract Maximum Value (CMV) G. Solicitation Questions H. Contractor Team Arrangements (CTA) I. Receipt of Offers

II. Proposals A. Proposal Instructions B. Source Selection Method C. Proposal Format D. Evaluation Factors E. Proposal Volumes I through III F. Proposal Volume IV - Price Factor

III. Method of Award A. Method of Award B. Determination of Responsibility C. Source Selection Evaluation Process – Overview D. Acceptability Review Process E. Volume II – Project Experience F. Volume III – Past Performance G. Volume IV – Price Proposal H. Price Reasonableness I. Unbalanced Prices J. Evaluation Contractor Teaming Arrangements K. Contract Award

IV. Instructional Provisions A. Instructions to Offerors B. Notice to Small Business Firms C. Information Concerning the Disclosure of Solicitation Results D. Affirmative Procurement Program E. Bond Requirements F. Contractor Performance Information G. Safeguarding Documents Designated as Sensitive But Unclassified (SBU) H. Security Requirements (HSPD-12)

V. Solicitation Provisions A. Provisions Incorporated in Full Text (Representations and Certifications, pgs. 33, 36, 37) B. Clauses Incorporated by Reference

I. GENERAL INFORMATION

A. The Solicitation and Agreement [Contract] This Solicitation and Agreement is for commercial construction services to be completed for federally controlled facilities in the Area of Responsibility (AOR) of the General Services Administration (GSA), Public Buildings Service (PBS), Northwest/Arctic Region, hereinafter referred to as Region 10 or R10. PBS, Region 10 includes the states of Washington, Oregon, Idaho, and Alaska. This Solicitation invites Offerors to submit a proposal for the Western MATOC IDIQ contract, the Southern MATOC IDIQ contract, or both IDIQ contracts. The Region 10 MATOC IDIQ contracts are established to match geographic areas adjacent to major metropolitan cities and nearby areas in which a regionally based general contractor would conduct business. This Solicitation will result in two (2) multiple award IDIQ contracts. Each IDIQ contract will have award pools of up to six (6) general construction contractors. The contractors in each award pool will compete for task order contracts (TOC) for design and construction projects issued through a task order request for proposal (TO RFP) process.

(1). Scope of Contract – Geographic Boundaries One contract, the “Western MATOC,” will provide construction services within a geographic area with its southern most point immediately north of the city of Vancouver, WA, extending north to the United States – Canadian border, west to the Pacific Ocean, and east to include the Cascade Mountain Range. The second contract, the “Southern MATOC,” is a geographic area, which begins in the city of Vancouver, WA, extending south to the Oregon – California border, west to the Pacific Ocean, and east to Baker City, OR.

(2). Request for Proposal Proposals submitted in response to this Solicitation shall constitute a firm offer. A binding agreement is in place when the Contracting Officer executes, by signature, the Offerors proposal on Standard Form (SF) 1442, “Solicitation, Offer, and Award [Construction, Alteration, and Repair]”. The contract will incorporate the Price Schedule, Agreement, Scope of Work (SOW), the PBS 3490.2 Sensitive But Unclassified (SBU) policy, and the HSPD-12 Security Clearance Procedures for Working on Federal Controlled Facilities policy, Proposals that meet the technical acceptability requirements of this solicitation, which are the highest technically rated with a fair and reasonable price will be evaluated based on the criteria established in Section III-Method of Award. Proposals selected for award will be subject to the terms and conditions of the Agreement. Unless expressly incorporated into the Agreement by the Contracting Officer, neither the Solicitation nor Offeror’s proposal will be part of a contract award.

(3). Solicitation Change Control Process Changes to the solicitation are document by execution of an SF30 “Amendment to the Solicitation.” Amendments are issued consecutively and will begin with the notation ‘A01, followed by ‘A02’, etc.’ Amendments will be publicly posted to the Governmentwide Point of Entry (GPE), referred to as the Federal Business Opportunities (FBO) website located at:

http://www.fbo.gov.

This solicitation can quickly be located on the site using the solicitation number, 47PL0018R0001, as the search term. Interested parties who select “Add Me to Interested Vendors” or “Watch this Opportunity” will be able to receive email notifications related to the solicitation. Otherwise, Offerors are encouraged to check the website frequently for updates and changes to the solicitation.

Amendments change the terms and conditions of the solicitation. Files uploaded to the website are located in the ‘Packages’ tab. Documents changed by the amendment process will reference the amendment number in the file name. As an example, the file “3.0 The Agreement” would be renamed to “A01-3.0 The Agreement.”

Amendments include instructions to Offerors, such as, if a document is to be removed and replaced or if the proposal due date is extended. Offerors are required to acknowledge receipt of Amendments in box 19 on page two (2) of the SF1442, by amendment number and date issued. Proposals that fail to acknowledge all amendments will not be reviewed. A conformed solicitation, which reflects all amendments and changes, will be the basis for the contract awards.

B. Availability of Funds Issuance of this solicitation does not warrant that funds are presently available for award of a contract or contracts. Award of any contracts are subject to the availability of appropriated funds. The Government shall incur no obligation under this solicitation, unless funds are provided to the Contracting Officer (CO) for the purpose of contract awards and the award documents obligating government funding are executed by signature of a warranted CO.

C. List of Solicitation Documents (referenced as ‘Exhibits’) (1). SF 1442, Solicitation, Offer, and Award [Construction, Alteration and Repair] (2). The Solicitation (3). The Agreement (4). Price Schedule - MATOC Labor Disciplines (5). MATOC Scope of Work, dated 10/06/2017 (6). PBS 3490.2 Sensitive But Unclassified (SBU) (7). HSPD-12 Security Clearance Procedures for Working on Federal Controlled Facilities (8). Proposal Workbook, referenced herein as ‘EXHIBIT 8’

a. Scoring Table

b. Volume I – General

c. Volume II – Project Experience

d. Volume III – Past Performance

e. Volume IV – Price Proposal

D. Authorized Representative The following individual is the authorized GSA representative for this Solicitation.

Name: Jessica Campbell, Contracting Officer Address: 400 15th Street SW, Auburn WA 98001 Email: jessica.campbell@gsa.gov Phone: 253-736-4678

E. Pre-Proposal Conference (1). The pre-proposal conference provides a briefing of the Solicitation, Agreement, Scope of Work and the evaluation and method of award. The conference will be conducted virtually using Adobe Connect. Registration is required so that the Government can ensure that sufficient capacity is available for registered participants. The registration process is completed when the instructions to access the meeting are provided by email from the CO.

(2). Attendance of the pre-proposal conference is not required to submit a proposal. However, not attending the conference does not relieve the responsibility for understanding the requirements of this solicitation.

F. Contract Maximum Value (1). Contract Maximum Value (CMV) The base CMV for each MATOC IDIQ is $30 million. The CMV represents the most that can be spent on all task order contracts awarded against the IDIQ contract. The CMV is a shared by the award pool of an MATOC IDIQ contract. The CMV is reduced in an amount equal to awarded Task Order Contracts (TOC).

(2). Option to Increase the CMV Each MATOC IDIQ includes one (1) option to increase the CMV by $10 million, for a total award pool of $40 million. GSA reserves the right to exercise this option through year four (4) of the contract performance period as an administrative modification. The CMV is not a contractual guarantee by the Government. The Government makes no warranty, other than the established minimum guarantee, that any contract awardee will receive subsequent task orders. The CMV is established based on historical purchase patterns and forecasted spend.

(3). Task Order Parameters The task order parameters are been developed based on historical data combined with forecasted usage. The Government makes no promise regarding actual usage. GSA uses the Simplified Acquisition Threshold (SAT) as a reference point for forecasting project values. The SAT dollar threshold is $150,000 or less. Forecast information is based upon acquisition history of Region 10 MATOC IDIQ contracts issued in 2014. The information below is provided for informational purposes only. Each Offeror should evaluate the information in terms of its commitment and ability to perform in the MATOC if awarded a contract.

a. The individual task order minimum value is $25,000.

b. The individual task order maximum value is $5 million.

c. The majority of TOCs will be awarded between the values of $50,000 and $250,000.

d. The average TOC award value for projects above the SAT is $750,000.

e. The average TOC award value for projects below the SAT is $71,000.

f. GSA forecasts that seventy percent (70) % of TOCs will be below the SAT.

(4). Historical MATOC Spend.

The table below reflects the current number of task order contracts awarded, award value and the CMV for each prior MATOC IDIQ. The “SSC MATOC” has been renamed the Southern MATOC. The “WSC MATOC” has been renamed the Western MATOC. The geographic footprint of the prior and future MATOC IDIQ contracts is the same.

Table 1 – R10 Historical MATOC Spend FY14 through FY17

IDIQ Name Task Orders Issued Current Spend* CMV

SSC MATOC 58 $13.6M $16M

WSC MATOC 58 $17.5M $20M

*as of 10/13/2017

(5). Minimum Guarantee

A minimum guarantee, for $250 per contract, creates a binding contractual agreement. The Contractor and Government agree that the minimum guarantee is adequate financial consideration to establish binding IDIQ contracts for the purposes intended by this solicitation.

The exercise of the funding option to increase the CMV does not re-establish, or result in an increase to, the minimum guarantee.

The minimum guarantee will be paid to contractors who have not been awarded a task order in the first year of performance, beginning in year 2, and who met the minimum TO RFP participation requirements. Contractors who have not been issued a Task Order and who have not met the minimum participation requirements waive their right to the minimum guarantee.

Award of the first task order contract to individual contract awardees fulfills this requirement.

After the award of the first TOC, a modification to deduct the minimum guarantee from the IDIQ contract for that same firm will be made as an administrative modification. A copy of the modification will be provided to the contractor.

G. Solicitation Questions The Government will make reasonable efforts to respond to written questions about the solicitation and contract documents. Written questions are to be sent to the CO by email. The subject line of the email is to include the Offeror’s name, solicitation number, and general nature of the question (i.e. solicitation schedule, documents, evaluation, etc.). Questions should identify the name of the document, section, and paragraph and page number. Questions of a general nature and not specific to the solicitation document will not require the identification information.

The Government may consolidate questions or make minor modifications to questions in order to remove unique identifying information of individual firms and minimize duplication. Responses to questions will be posted to the GPE. The solicitation will not be amended. Refer to ‘Solicitation Change Control Process’ in Section I.A.3 of this document for instructions on how the solicitation can be changed. Questions received after the question period end date and time may not receive responses before the due date of this solicitation.

H. Contractor Team Arrangements (CTA) (1). General “Contractor team arrangement,” (CTA) means an arrangement in which two or more companies form a legally binding agreement to act as a potential prime contractor. For the purposes of this solicitation, this definition is limited to FAR 9.601(1). Contractor team arrangements may be desirable from both a Government and Industry standpoint in order to enable the companies involved to, a). Complement each other’s unique capabilities and b). Offer the Government the best combination of performance, cost, and delivery for the system or product being acquired.

Proposals submitted by CTA Offerors shall demonstrate the benefits of the CTA to the Government. CTA proposals are subject to the requirements established in the Scope of Work, which states that the construction superintendence on site may not be delegated below the level of the prime contractor. Each company within the teaming arrangement must be capable of 100% project superintendence for each task order. Each company within the team arrangements must also be capable of meeting the 15 to 35% self-performance of work without reliance on subcontractor labor.

In accordance with FAR 9.603, the Government recognizes the integrity and validity of team arrangements as long as those arrangements are identified and fully disclosed in the CTA Offeror(s) proposal. Proposals by CTA based Offerors are required to meet the initial acceptance requirements of the solicitation, which determine responsiveness to the terms and conditions of this solicitation.

CTA proposals shall not violate antitrust statutes or otherwise limit the Government’s right, in accordance with FAR 44.2, to require consent of subcontracts. CTA based Offerors are subject to the same responsibility determinations in order to receive contract awards. Contracts awarded to CTA entities will be held fully responsible for project performance of awarded Task Order Contracts.

(2). Technical threshold (IDIQ Requirements) – CTA Offerors Proposals based on CTA Offerors will be required to submit Volume I – General for the CTA and each individual entity participating in the CTA. Each entity and the CTA are required to meet the minimum requirements in order to be eligible for technical evaluation. Note that the combined aggregate earnings for CTA based entities are not allowed to exceed the size standard as established for Joint Ventures in FAR 19.401. For the purposes of this solicitation, the size standard restrictions established for Joint Venturer’s will be applicable to proposals submitted by CTA Offerors. CTA based Offerors are encouraged to review the size standard tests established in FAR 19.101-(7)(i)(A) and (B).

(3). Joint Ventures Proposals submitted by joint ventures must include a copy of an executed joint venture agreement, with original signatures, approved by the SBA, which fully discloses the legal identity of each member of the joint venture, the relationship between the members, the form of ownership of each member, identification of who or which entity has authority to bind the JV and any limitations on liability or authority for each member. Representations and certifications, financial information, and past performance information must be submitted for each member of the joint venture.

(4). CTA Evaluation of Project Experience and Past Performance Proposals submitted by a CTA Offeror, that meets the acceptability review, will be evaluated as a CTA for the purposes of the Project Experience and Past Performance non-price factors. The CTA will submit the self-evaluation form using the scoring table. Documentation to support Project Experience and Past Performance may be submitted for each individual firm and the CTA itself. At a minimum, each firm must submit one document for project experience and past performance to demonstrate that each firm has sufficient project experience and acceptable past performance. GSA will not allow an Offeror to take credit as the prime contractor when the work was completed as a subcontractor or to take credit for work performed by a subcontractor for the Project Experience and Past Performance evaluation factors.

(5). CTA Award Documentation An authorized representative of each member of a CTA, including Joint Venturer’s, must sign the SF1442 accompanying an offer regardless of any agency relationship established between the members. Evidence of a binding agreement which reflects joint and severable liability for the CTA in the form of a Joint Venture, Teaming Agreement or other legally binding document for CTA task proposals shall be provided for Government review prior to award.

I. Receipt of Offers (1). Proposals, conforming to the requirements in this document, will be eligible for evaluation only if the proposal is received on or before the formal date and time due.

(2). The receipt date and time of a proposal is officially recorded at the time when the email is received, by the Contracting Officer. Offerors are responsible for the successful transmission of its proposal. Offerors are strongly encouraged to use a “read receipt” function to confirm receipt.

Due to anticipated volume of proposals, the Government cannot guarantee that it will be able to respond to requests by email to confirm receipt.

(3). Proposals received after the proposal due date and time may be evaluated at the sole discretion of the Government. GSA does not guarantee that any proposal submitted late will be evaluated.

II. PROPOSALS

This section establishes the requirements for the content and format of proposals. Proposals must conform to these instructions so that they can be evaluated fairly. If the Offeror communicates in its proposal any qualifications, exclusions, or other conditional make material changes to the contract, the Contracting Officer will reject the proposal as non-responsive and the proposal will not receive any further consideration by the Government. Offerors may make minor formatting changes to the EXHIBIT 8 Proposal Workbook. For example, minor formatting is defined as adjustment of page breaks, customization of headers and footers, disclaimers regarding proprietary data and Offeror specific information such as business name and corporate logo.

A. Proposal Instructions (1). Proposals must be complete in order to be evaluated. Complete proposal means that all the data and information as required by the solicitation is included in the proposal package.

Incomplete proposals will be assessed as non-responsive and removed from further consideration.

(2). Only one Proposal may be submitted by an Offeror. The Proposal must clearly identify if the proposal is for one or both MATOC IDIQ contracts offered under this solicitation.

(3). The Government will evaluate proposals in accordance with the evaluation criteria established in Section III Method of Award.

(4). All proposal information is subject to verification by the Government. Falsification of any proposal submission, documents, or statements may subject the Offeror to civil or criminal prosecution under Section 1001 of Title 18 of the United States Code.

(5). Proposals will only be accepted electronically. The maximum allowable ‘inbound’ file size to GSA is 25MB. GSA scans inbound email file attachments for viruses; any files found to be infected will not be opened and the proposal will be rejected. Proposals that are locked or encrypted or otherwise contain barriers to opening shall be rejected.

(6). The Government will not reimburse Offerors for any cost incurred for the preparation and submission of a proposal in response to this solicitation.

B. Source Selection Method (1). Proposals will be evaluated using a new source selection method, ‘Highest Technically Rated with a Fair and Reasonable Price’. This source selection process is a best value negotiated agreement structured in accordance with the spirit and intent of FAR Part 15 The Highest Technically Rated with Fair and Reasonable Price selection process is intended to allow the Government to select Offerors with the highest scoring proposals and fair and reasonable pricing to participate in the award pool for the IDIQ contracts.

Proposals will be scored based on the total potential points possible for individual elements of the non-price evaluation factors, Project Experience and Past Performance. Offerors will use the Vendor Scoring Table to complete a self-assessment prior to submitting its proposal. For each point claimed, the Offeror will provide evidence to document Project Experience and Past Performance that is accurate, complete, and verifiable by the Government.

The IDIQ price schedule will be incorporated into the contract award. The price schedule is based upon the direct (unburdened) non-wage determination labor disciplines that represent a significant cost element of future Task Order Contracts. Price proposals will be evaluated for fair and reasonable pricing. These price/cost elements have been selected for price analysis in order to gauge the likelihood of the Government receiving fair and reasonable pricing from an Offeror. All Task Order Contracts (TOC), awarded in accordance with the terms and conditions of the IDIQ contracts, require a determination of fair and reasonable pricing. Typically, GSA will rely upon price competition to assess fair and reasonable pricing at the TOC level. However, the Government may elect to use other forms of price analysis to determine fair and reasonable pricing in accordance with FAR 15.4.

(2). Proposals will first be reviewed for conformance to the requirements of the solicitation.

Proposals that do not conform to the requirements are considered as non-responsive and will be removed from further consideration.

(3). Proposals, which conform to the requirements of the solicitation, will be evaluated as described in Section III Method of Award.

(4). Combined, the technical non-price factors, Project Experience and Past Performance, are more important than price. The Government will not make trade-offs between the technical and price proposals. Proposals will be ranked from high to low based upon the verifiable total point score. Contracts will be awarded to the six (6) highest scoring proposals, with fair and reasonable pricing, for each MATOC IDIQ contract. Twelve (12) contracts will be awarded in two award pools.

C. Proposal Format Proposals shall be organized into discrete digital sections referred to as ‘volumes’. Each volume shall be submitted as an Adobe file (.pdf). Proposals may be submitted as five (5) pdf files or as a single pdf binder. Offerors are instructed to use the tabs in EXHIBIT 8 , the Proposal Workbook, as the cover page for volumes I through IV. The tabs in the Proposal Workbook are:

a. Vendor Scoring Table

b. Volume I – IDIQ Requirements

c. Volume II – Project Experience

d. Volume III – Past Performance

e. Volume IV – Price Proposal

E. Proposal Workbook The proposal workbook includes eight (8) tabs. Offerors are to instructed to use the tabs within the proposal workbook as they correlate to the evaluation elements of this solicitation.

(1). HTR Table of Evaluation Factors

Tab 1 is a matrix, in tabular form, which displays the Volume, Title, the Standard for Evaluation, Submittal Requirements, Evaluation Process, and identifies the Review Step of the source selection process.

(2). Vendor Scoring Table Tab 2 is the Vendor Scoring Table. Offerors will use this tab to document the total points claimed for the score of its proposal. Offerors are also able to assess the strength of its proposal based on the evaluation factors. Offerors are be able to determine if its proposal demonstrates meeting the minimum IDIQ requirements, and to determine the total claimed point score for volumes II and III. The points claimed by an Offeror on this tab should match the points claimed on the individual tabs for Project Experience and Past Performance.

(3). VOL I-IDIQ REQUIREMENTS

Tab 3 is a list of the requirements of this solicitation as expressed in the Solicitation, Agreement, and Scope of Work. Information submitted for this tab should be in the same order as the elements are listed. This tab is the cover page for this evaluation factor.

(4).VOL II-Project Experience Tab 4, Project Experience, is based on the individual elements of this factor and corresponding maximum points possible. Offerors are instructed to use the PDM (Project Delivery Method) Template, tab 7, to demonstrate the required project experience at the required levels. Points are awarded for the total amount. If the Government is unable to verify the claimed points for a particular element, then that element is evaluated with zero points. The total score of the proposal is then reduced in an equal amount to the decreased number of points.

(5). VOL III-Past Performance Tab 5, Past Performance includes what elements must be demonstrated and verifiable for the Past Performance evaluation factor. This tab results in an averaged weight of the individual PPQ score. Potential points are based on a range of scores possible. PPQs that are evaluated as less than 3 will result in a decrease of one (1) point for that PPQ.

(6). VOL IV-Price Proposal Tab 6 is the price schedule that will be incorporated into the IDIQ contract. Offerors are instructed to complete this form in its entirety. Offerors that do not have a particular direct labor sub-category on staff should indicate this status by inserting “N/A” or “Not Applicable” into the price schedule.

(7). PDM Template-Project Experience Tab 7 is a template to be used by the Offeror to organize the information required as evidence of the contractor’s project experience. This form is a cover sheet to be used with each project submitted.

(8). PPQ Template-Past Performance Tab 8 is the standard GSA Past Performance Questionnaire (PPQ). Offerors use this template to request past performance information from project owners and return the completed form with its proposal. There is no standard cover sheet for the PPQ template. Offerors should note if the PPQ is related to one of the projects submitted for the Project Experience Factor.

Each Offeror will complete the self-evaluation form and submit it as the basis of its proposal.

The Government will review the self-evaluation form and supporting documentation for each factor. Volume I will be evaluated on a pass/fail basis. Volumes II and III will be evaluated based on the claimed points and verification of the supporting documentation. Volume IV is not scored.

Minor alterations to the formatting of this workbook are acceptable with the exception of the point structure in tabs 2, 4 and 5. Complete blank fields to the maximum extent possible. If an item does not apply then insert “N/A” in the space. If a scored item does not apply, then insert zero into the point column. Points are recorded as the total possible points or as zero points.

There is no quantitative assignment of points in this evaluation process, as an example it is not possible to receive 5 points for an element that has a total points possible of 10. The scored points are either 10 or 0. Alterations to how points are calculated, equations or other logic within the workbook, may result in a proposal being assessed as non-responsive. The Government is not responsible for corrupted files or logic errors in workbooks after the workbook is downloaded by an Offeror.

Offerors are encouraged to ensure virus and other malware protective software is current before to downloading the vendor proposal workbook and again before submitting the proposal. All inbound GSA email is scanned for viruses and other forms of malicious code. If the GSA system detects an issue in an attachment then that email might be on delayed delivery or not received by the recipient. Offerors are encouraged to use read receipt functions to document the submittal date and time for its proposal.

D. Evaluation Factors (1). Each volume of the proposal is an evaluation factor for this solicitation. Each volume is comprised of three (3) sections, ‘Evaluation Factor’, ‘Standard of Evaluation’, and ‘Submittal Requirements’.

(2). The first section, ‘Evaluation Factor’ defines the factor and describes what the intent of the factor is in the overall evaluation process.

(3). The second section, ‘Standard of Evaluation’ establishes what is being evaluated by the factor itself.

(4). The third section, Submittal Requirements, includes instructions about what information is to be provided, the format (if applicable), and any associated page limits.

E. Proposal Volumes I through III (1). Volume I – IDIQ Requirements This volume establishes the minimum requirements for any Offeror to participate in the MATOC IDIQ contract program. This volume factor evaluates an Offerors readiness and ability to participate in the GSA MATOC IDIQ program. This volume is based upon the requirements as stated in the Solicitation, Agreement, and Scope of Work. This volume provides a preliminary responsibility determination.

(1.1). Evaluation Factor This factor establishes the minimum requirements that an offeror must meet in order for the proposal to progress to the next stages of the evaluation process.

(1.2). Standard of Evaluation

Information submitted for this factor is used to determine if an Offeror meets the minimum requirements to participate in the IDIQ contract. Documentation must be accurate, complete, current, and verifiable at the time the proposal is submitted.

a. Standard Form 1442 (SF 1442), Solicitation, Offer, And Award (Construction, Alteration, or Repair); Executed by authorized signers for each firm, if CTA then all CTA entities must sign the proposal.

b. Evidence of minimum insurance requirements: Submit a commitment letter or draft insurance document that clearly documents that the Offeror either has or has the ability to obtain insurance in the stated minimums. Documentation should also indicate the understanding of the requirement that any cancellation or other material change adversely affecting the Government’s interest shall no be effective. Contact information for agent must be included in order for the Government to verify the information. Include copy of insurance forms. Proof of coverage for worker’s compensation to be verified by state website

c. Bonding capacity – evidence of the Offerors ability to receive and accept bonding from recognized surety for the types of projects to be ordered under this IDIQ and at the minimum bonding level. Included information regarding total bonding capacity, currently utilized capacity, number of bonds issued, average number of bonds issued per year, number of years that surety has provided coverage and if any bonds have been accessed on any similar projects within the previous five (5) years.

d. System for Award Management (SAM): Submit a complete copy of the current records for the Offeror(s) as updated in SAM, which the Government will use to verify. Include completed provisions 52.204-8 and 52.209-7.

e. Current, valid construction license(s) for each state within the stated geographic area.

f. Physical location of construction office with equipment and materials, offices must be verifiable using publicly available websites.

g. Evidence of sufficient financial capacity to manage multiple Task Order Contract (TOC). Sufficient financial capacity to be documented by evidence of current assets, current liabilities, long term liabilities, net assets, and net income. The definitions of these terms are included in the first tab of EXHIBIT 8.

h. Contractor Teaming Arrangement (CTA) documents, per section Solicitation, Section III, 3. CTA pages 14 – 16, as applicable.

i. Authorized signatories to contract, role, and contact information.

(1.3). Submittal Requirements.

Offerors are instructed to use the format in EXHIBIT 8, tab VOL I – IDIQ REQUIREMENTS.

Provide supporting documentation in the same order as listed on the attachment. If an item does not pertain to an Offeror, such as Contractor Teaming Arrangements, then the Offeror shall note that the section as not applicable.

There is no page limit established for this section.

(2). Proposal Volume II – Project Experience This section provides an opportunity for an offeror to demonstrate the relevancy of the Offerors project experience for design and construction efforts that are similar to the anticipated work to be ordered under the IDIQ contract. Elements within the Project Experience factor allow an Offeror to demonstrate that it has the resources, knowledge, skills, and abilities to perform under the terms and conditions of this IDIQ contract.

(2.1) Evaluation Factor The Project Experience factor provides information about the level of comparable experience an offeror has performing commercial construction projects. GSA will evaluate comparable project

Timeliness of execution - schedule / float management

Achievement of SCD within original POP, achievement of CCD within original POP. Demonstrate shared float management

Cost Estimating Submit samples of estimates and proposals which meet the GSA minimum CSI level per the SOW. Provide schedule of values (SOV) to match submitted cost estimate.

Project Resource Management and Staffing Staffing multiple concurrent projects, project superintendence, self-performance (identified by trade).

Staffing multiple, concurrent construction projects

Project staffing – submit employee rosters identifying role and responsibility on project. Project managers, superintendents, and labor, what trade performed in-house

Self-performance of work activities to meet expressed minimum and required maximum.

Self-performance, typical level of self-performance by firm, actual level of self-performance, excluding project management, for projects submitted for this factor.

Change management experience Change order request, owner requested change order, constructability driven changes, differing site conditions, etc. Changes during design

Subcontractor Management

Provide a list of key subcontractors; length of partnership with those subcontractors; what role each subcontractor has had in the past; and what role a subcontractor is expected to fill under this contract

Subcontractor Sourcing Discuss current practices for soliciting subcontractors for all project delivery methods.

Subcontract Selection Discuss how subcontract firms are selected for projects and when they are typically selected (pre-award, post award, etc.).

Subcontract Management Experience - First Tier, Second Tier

Subcontract sourcing, management, coordination, management of contracts between prime and subcontractor firs tier, management of prime of subcontractor with second tier subcontracts. Subcontractor sourcing, selection, and termination of subcontractor agreements

Sustainable Design and Construction Experience

Sustainability – design and construction Provide samples of design submittals, product submittals, management practices, waste management, and formal reports generated.

Environmental Key Sustainable Products, waste management, recycling, resource efficiency during construction, use of efficient materials in building

Project Controls Project controls, submit copies of actual documents

Submittals management - materials, staffing and submittal log.

Value engineering, provide copy of actual VE proposals (as/if applicable to each PDM). Buy American Act (BAA) waiver request; submit actual request used pre or post award. Actual completed submittal log for tenant improvement project of 3,000 sq. ft. in class A office space with a project value of $150k.

(2.3). Submittal Requirements

The minimum project templates to submit are two (2) projects for each PDM. A maximum of four

(4) project templates for each PDM is allowed. The Project Experience template may reference attached documentation such as actual project deliverables. Offerors are required to provide supporting documentation that will demonstrates the assessed score. The information must be verifiable by the Government. The Government will evaluate the documentation submitted and will independently score each offeror based upon the project documentation submitted.

(3). Proposal Volume III –Past Performance This factor evaluates the relevancy of an Offerors past performance executing construction projects. Projects used for this factor will only be considered if that project has met the Construction Completion Date (CCD). Past Performance information will be assembled by each Offeror. Projects must have achieved CCD during the years 2014 to the close date of the solicitation. The project owners are to complete the PPQ and the offeror will return those forms as the submittal for this factor.

(3.1). Evaluation Factor This factor is focused on how well the offeror has completed construction projects that are similar in nature to the anticipated projects the GSA intends to order under these acquisition tools.

(3.2). Standard of Evaluation The Government will evaluate the relative merits of each offerors past performance as an indicator of future performance. The Government reserves the right to consider all aspects of an offerors performance history. All projects must be for commercial construction.

Offerors are instructed to provide past performance based on projects that demonstrate the elements below. One project may demonstrate many of these elements.

a. The four delivery methods defined in the Scope of Work.

b. Design-Build and Bridging Design-Build projects must include both design and construction deliverables.

c. Design-Build projects must be for at least $150,000 at initial contract award.

d. Past performance should be for projects of similar magnitude (in dollars) to the Task Order parameters as stated in this document.

e. Projects completed concurrently at multiple sites within a similar geographic range to the IDIQ contracts.

f. Evidence of projects, which required systems integration to an existing building.

Examples include mechanical, lighting, fire/life safety and/or security access systems.

g. Timeliness of project completion to original period of performance end date.

h. Projects completed in class A and greater than class A office space.

i. Bonus points - Projects completed in facilities with above standard security requirements. As an example, law enforcement facilities, military installations, federal facilities, and laboratory facilities.

j. Bonus points - Provide project(s) that were completed as part of a historic preservation effort in a historically sensitive facility. Projects should identify one of the four treatment processes typically used in historic preservation projects.

k. Bonus points – Provide project(s) that involved environmentally sensitive, hazardous, or utilized the Key Sustainable Products (KSP) in the execution and/or materials used in the project.

l. Bonus points - Projects used in both the Project Experience factor and Past Performance Factor, provided the owner is able to substantiate the project experience at an acceptable quality level.

m. Documentation for industry awards and other forms of recognition may be provided for bonus points in this category. Industry awards and other formal recognition must be verifiable and substantial in nature.

(3.3). Submittal Requirements Offerors must submit at least five (5) but no more than eight (8) projects. Projects must be submitted using the PPQ template. Offerors with past performance evaluation ratings less than a summary score of three are strongly encouraged to provide a discussion of that particular project(s), specifically addressing what actions the firm has taken to mitigate the same/or similar contributing factors to below standard performance.

The Government intends to contact project owners to validate the ratings recorded on the PPQ form. Inaccurate contact information for the projects will negate the reference. GSA is not required to search for current and/or correct contact information including phone numbers or email addresses. Offerors are encouraged to advise project owners of the Governments intent to verify information furnished in the PPQ. Project owners who decline to participate in the interview process and for that which the evaluation team is not able to verify the PPQ will result in a rating of 3.0 for that PPQ.

The Government will evaluate information obtained from other sources such as the Past Performance Information Retrieval System (PPIRS); Federal Awardee Performance and Integrity Information System (FAPIIS); and Excluded Parties List system (EPLS) that it considers current, accurate, and relevant to the work required by this solicitation.

The score for this factor will not be changed by review of other past performance project information, however it may be used to verify consistent performance, or current performance trends by the Offeror that may be of concern to the Government in terms of the firms’ responsibility to perform the work.

There is no page limit for this factor.

F. Proposal Volume IV - Price Factor (1). Price Proposal The price proposal is based upon direct labor rates and indirect costs. Combined these two aspects of a price proposal will be evaluated to assess probable future cost to the Government for Task Order Contracts. This factor is not assigned points. The rates proposed for this factor will be incorporated into any resultant IDIQ contract award. The proposed rates are the maximum ceiling rates to be applied to any task order. Competition at the task order level will typically establish fair and reasonable pricing for task orders. Situational differences related to labor mix, duration and level of expertise required for these positions is project dependent.

Offerors are expected to assign personnel with the appropriate skill level for each project.

(1.1). Evaluation Factor – Direct Labor Rates Direct labor rates are the actual wages received by personnel and are not burdened with indirect costs such as fringe benefits, overhead, general, and administrative expenses, and profit. The labor categories included are not subject to the Wage Determination (previously known as The Davis Bacon Act). Wage determinations to govern the minimum direct labor rate by trade will be established by each Task Order RFP.

The direct labor categories have been mapped to the Bureau of Labor Statistics (BLS) data.

Industry Category: Non-residential Building Construction

NAICS Code: 236220

11-9021 Construction Managers

47-1011 First-Line Supervisors of Construction Trades and Extraction Workers

The BLS definition for each labor category is below. This information is available online at https://www.bls.gov/oes/current/oes119021.htm#(3)

a. 11-9021 Construction Managers This labor category is defined as “Plan, direct, or coordinate, usually through subordinate supervisory personnel, activities concerned with the construction and maintenance of structures, facilities, and systems. Participate in the conceptual development of a construction project and oversee its organization, scheduling, budgeting, and implementation. Includes managers in specialized construction fields, such as carpentry or plumbing.” Illustrative examples [of job titles]: Project Manager, Construction Superintendent*, General Contractor, Construction Coordinator *Defined as full time superintendent position, not by individual project.

b. 47-1011 First-Line Supervisors of Construction Trades and Extraction Workers This labor category is defined as “Directly supervise and coordinate activities of construction or extraction workers.” [Job Titles: Superintendent, Working Superintendent, etc.]

(1.2) Standard of Evaluation Price analysis will be completed based upon the current BLS data for the subject labor categories using comparative price analyses of national and regional labor rates recorded for the geographic area by BLS and by comparison of the proposed rates by the Offerors. The Government will evaluate proposed pricing in comparison to the rates established for each state by percentiles. The Government will use the most current BLS data published online, currently the ‘May 2016 National Industry-Specific Occupational Employment and Wage Estimates’ for NAICS 236220 - Nonresidential Building Construction. The Government will apply an escalation factor to each percentile for the current calendar year and for forecasting future years.

(1.3). Submittal Requirements Offerors will use the price schedule provided in the Vendor Proposal Workbook to propose the ceiling rates for each labor category and each year of performance.

(2.1) Evaluation Factor – Indirect Rates, Profit Offerors shall propose indirect rates and the percentage of profit based on rates currently used and propose rates to be applied to task order price proposals. Offerors should provide indirect rates from their current accounting system. Offerors are strongly advised to provide clear and convincing rationale to support the price proposal. The Government is seeking anticipated profit rates based upon the rough order of magnitude (ROM) of three ranges of potential project prices. As an example, one price segment is to provide the anticipated profit rate for projects considered non-complex construction or design-bid-build with a project ROM $75,000 to $150,000. Actual profit rates will be determined at the Task Order level through competitive procedures. The rates will be incorporated into the contract award for consideration by the Task Order Contracting Officer (TOCO) in negotiating task orders ordered under an allowable exception to fair opportunity as defined in FAR 16.505(b)(2).

(2.2). Standard of Evaluation The Government will evaluate the indirect rates based upon current data for the same or similar geographic areas from the Bureau of Labor Statistics (BLS). Proposed profit rates will be evaluated based on comparison to the proposals that are selected as the top six (6) highest scoring proposals. If the Government is unable to assess both price elements as fair and reasonable, then the proposal will not be eligible for further evaluation or contract award regardless of the total point score.

(2.3). Submittal Requirements Offerors are instructed to complete the price schedule provided in Exhibit 8 Vendor Proposal Workbook. Offerors are to include clear and convincing data to support the price proposal.

Proposals that lack supporting documentation or do not sufficiently explain the Offerors approach to the price proposal may be evaluated as non-responsive to the requirements of the solicitation. Offerors should submit supporting audit information and/or statements from accounting firms regarding the proposed rates as evidence that the rates are typical and customarily used by the Offerors, not just for this proposal. Offerors are encouraged to provide written narrative to support the indirect and profit rates. The rationale should address overall staffing and project capacity of the Offeror in relation to self-performed trades. Written narrative regarding the Offerors approach to profit rates, using actual examples, should also address customary practices regarding initial proposals, treatment of subcontractor proposals, change orders, and which cost elements are typically subject to profit The narrative should support the determination of a fair and reasonable practices by the Offeror that the Government can rely upon in the pricing of future task order contracts.

There is no page limit for this section.

III. METHOD OF AWARD

A. Basis for Awards (1). The Government will award IDIQ contracts to the responsible Offeror(s) whose proposal, conforming to the Solicitation, will be most advantageous to the Government, price and other factors considered. Proposals, which are determined to be the Highest Technically Rated with a Fair and Reasonable Price, will be selected to receive contract awards.

(2).The Highest Technically Rated with a Fair and Reasonable Price process will result in contract awards to the Offerors who represent the best value proposal to the Government considering Project Experience, Past Performance, and Price.

(3). The Western, Southern MATOC IDIQ solicitation will result in two (2) IDIQ award pools with up to six (6) contract awards each. Task Order competition will be limited to the award pool for the respective MATOC. As an example, contract holders in the Western MATOC will only compete against other contract holders assigned to the Western MATOC award pool. At no time shall both award pools compete as a single award pool for any task order contract.

(4). The Government intends to strictly enforce all of the proposal submission requirements as stated in Section II Proposals, Volumes I, II, III, and IV.