Technical Evaluation Financial Management rev 2023 12 12.docx

Project Management Technical Evaluation Factors Financial Management and Senior Program Management Analyst Professional Support Services Office of Chief Financial Officer

The contractor is required to dedicate and assign to the project, the key personnel (Program Manager) as named, committed, and accepted in its proposal. The contractors bid shall include a "Technical Package", consisting of the following evaluation criteria in descending order of importance:

Personnel Qualifications (Volume 1)

A. Resume General Comments - Offerors must also affirmatively represent that the proposed key personnel are available to begin work on the contract start date.

All contractors performing services for this project shall be considered key personnel. Substitutions shall only be accepted if in compliance with the "Substitution of Key Personnel" provision identified in the Scope of Work.

Acceptable: The resumes submitted provided the professional work experience and training to perform the work described.

Submit resume for the following Personnel:

1. Senior Project Manager Resumes shall not exceed three pages, to include education, employment, degrees, certifications, memberships, etc. and meeting the minimum qualifications as identified in the scope of work.

B. Past Project Narrative General Comments - Past Performance qualifications will include prior CPARs ratings of each company, questionnaires, or references.

Submit a list of no more than five (5) projects of similar nature (1 page per project) that the following individual has performed Project Management duties. It is beneficial that these projects demonstrate ability to carry out the specific duties as identified in the scope of work, including size and complexity. For each project, provide complete project information, project status/date of completion, individual's role on the project, name of owner, point of contact and telephone number.

Acceptable:

At least one reference per similar project must answer "yes" to all of the following questions:

(1) Did the offeror furnish the services that your customer contracted for?

(2) Was the quality of the offeror's performance satisfactory?

(3) Was the offeror generally cooperative?

(4) Did the offeror provide good customer service?

(5) Did the contractor perform well enough that you would use them again to perform similar services?

Preliminary Management Plan General Comments This factor considers the offeror's methodology to assure the management requirements of the contract are provided as specified. Offerors will be evaluated on the completeness, thoroughness, and adequacy of their Management Plan.

Project Definition and Objectives - Explain on no more than five pages how you would staff this project, including the key personnel, and what your firm considers to be the most important aspects for making this project successful. Also explain your firm's communication plans to report and relay information to all parties involved with the execution of the project.

A. Team Organization and Responsibility Matrix - Submit a graphical matrix that identifies the proposed individuals and their responsibilities on this project.

Acceptable:

The Management Plan adequately satisfied the below description in items (1) through (5).

An Offeror's Management Plan shall address:

(1) Offeror's proposed management approach summary.

(2) The staffing resources that will perform and review the tasks that is asked of them.

(3) Offeror's methods for identifying and preventing defects in the quality of service.

(4) Offeror's plans to respond to, investigate, and provide all required services that are required.

(5) A plan for keeping and maintaining records.

Price (Volume I):

Provide a detailed price proposal that clearly identifies the proposed unit of issue listed on the SF1449. Contractors are encouraged to provide assumptions used to arrive at the proposed price. Discounted rates must be separately identified. All hourly rates will be accepted as fixed rates.

All proposals meeting the above-mentioned technical evaluation factors will then be evaluated on price. The Contractor shall provide a price proposal for the proposed services outlined in the SOW. Price evaluation will be accomplished by adding the evaluated prices for each line Item listed in the Offeror's pricing proposal. The sum of the line price will be the Total Evaluated Price for the purposes of evaluation. The Offeror's pricing will be evaluated to determine if the prices proposed are fair and reasonable.

Basis of Award:

The Government intends to award the project to the Offeror providing the Lowest Price Technical Acceptable (LPTA). Responses to all the Evaluation Factors must meet the standards for evaluation in order to be considered "Technically Acceptable". All proposals will be reviewed for their ability to meet the technical requirements. Proposal that does not meet all of the technical acceptability requirements, will not receive any further consideration and shall be ineligible for further evaluation. Those proposals that are determined to be technically acceptable will be ranked by their price as described above. The Government will award a firm fixed price contract resulting from this solicitation to the responsible Offeror whose proposal conforming to the solicitation will be most advantageous to the Government, price and technical factors considered.

Other Evaluation Considerations:

The proposal must be clearly and concisely written. Failure to comply with the terms and conditions of this Request for Proposal (RFP) or failure to submit all documents required may result in the proposal being removed from consideration for contract award.

All proposals must be complete, self-sufficient, and respond directly to the requirements of this RFP. Any commitments made in the proposal shall become a part of the resultant proposal. In no case shall words like "we will comply with the requirements of the order", "candidate meets all requirements", or equivalent statements, be acceptable to meet the requirements of this RFP. Failure to comply with these instructions may result in the Government summarily rejecting the proposal. This RFP may be formally amended to incorporate changes, answer questions, extend the proposal due date, or other actions as deemed necessary by the Contracting Officer. Offerors must acknowledge all amendments with their proposal to be eligible for evaluation.

1.0 Terms & Conditions

1.1 REQUIRED INSURANCE (IAW FAR 28.306(b))

Reference FAR clause 52.228-5 entitled "Insurance . . ." as included in the Schedule 871-7 contract clauses, and BPA. The Contractor shall, at its own expense, procure and thereafter maintain the following kinds of insurance with respect to performance under the contract.

(a) Workmen's Compensation and Employers Liability Insurance as required by law except that if this contract is to be performed in a State which does not require or permit private insurance, then compliance with the statutory or administrative requirements in any such State will be satisfactory. The required Workmen's Compensation insurance shall extend to cover employer's liability for accidental bodily injury or death and for occupational disease with a minimum liability limit of $100,000 or per statute.

(b) General Liability Insurance. Bodily injury liability insurance, in the minimum limits of $500,000 per occurrence shall be required on the comprehensive form of policy. Property minimum limits of $100,000 per occurrence.

(c) Automobile Liability Insurance. This insurance shall be required on the comprehensive form of policy and shall provide bodily injury liability and property damage liability covering the operation of all automobiles used in connection with the performance of the contract. At least the minimum limits of $200,000 per person and $500,000 per occurrence for bodily injury and $20,000 per occurrence for property damage shall be required.

(d) The Certificate of Insurance shall provide for thirty (30) days written notice to the Contracting Officer by the insurance company prior to cancellation or material change in policy coverage. Other requirements and information are contained in the aforementioned “Insurance” clause.

1.2 INSURANCE CERTIFICATE

The contractor agrees to execute an insurance certificate with the Contracting Office in accordance with “Required Insurance”. Refer to GSAM Clause 552.228-5 Government as Additional Insured.

1.3 PERFORMANCE EVALUATIONS

At the conclusion of any Order that exceeds $150,000, the Contracting Office will complete a contractor’s performance evaluation and input into the Contractor Performance Assessment Reporting System (CPARS) and Past Performance Information Retrieval System (PPIRS). Performance evaluations may be completed at any time the Contractor’s performance is considered less than satisfactory. Performance evaluations will be provided electronically through CPARS and contractors will be afforded an opportunity to review and respond to performance evaluations through CPARS. After considering input from the contractor, the Contracting Officer makes the final determination on ratings for all performance evaluations. The performance evaluations may have an impact on the award of future orders.

1.4 AGENCY RULES AND REGULATIONS

The rules and regulations of the agency where services are performed shall apply to the contractor and his employees while on the premises of the building. These regulations included but are not limited to: presenting valid identification for building access, obeying all posted directives, and providing strict adherence to security direction in instances where security have been dispatched to a particular location.

1.5 KEY PERSONNEL & SUBSTITUTION

(1) The Contractor must assign only those individuals whose resumes, personnel data, or personnel qualification statements have been submitted and determined by the Contracting Officer to meet the minimum requirements of the contract. The contractor must not substitute or add personnel except in accordance with this clause.

(2) Substitution of Personnel.

(a) The Contractor must not substitute personnel for the individuals whose resumes or other personal qualification were submitted with its quote and that were determined by the Contracting Officer to be acceptable at the time of award, unless such substitutions are because of an individual's sudden illness, death, or termination of employment. In any of these events, the Contractor must promptly notify the Contracting Officer and propose substitute personnel as required by paragraph (4) below.

(b) If an individual becomes, for whatever reason, unavailable for work under the contract for a continuous period exceeding thirty (30) working days or is expected to devote substantially less effort to the planned work, the Contractor must propose a substitute personnel as required by paragraph (4) below.

(4) Request and Review. The Contractor must submit the request for substitute or added personnel in writing to the Contracting Officer at least 15 days before the proposed date of substitution or addition. The Contractor's request must provide a detailed explanation of the circumstances causing the proposed substitution or addition, a complete resume for the proposed substitute or added personnel, and any additional information required by the Contracting Officer. Proposed substitutes and added personnel must have qualifications equal to or higher than those stated in the contract for the labor category. The Contracting Officer will evaluate the Contractor's request and promptly notify the Contractor of the decision to accept or reject the qualifications of the substitute or added personnel.

(5) The Contracting Officer may terminate the contract if the Contractor has not made suitable, timely, and reasonably forthcoming replacement of personnel who have been reassigned or terminated or otherwise become unavailable to work under the contract or the resulting loss of productive effort would impair the successful completion of the contract. Alternatively, if the Contracting Officer finds the Contractor to be at fault for the condition, then the Contracting Officer may equitably adjust (downward) invoices for the loss or damage as a result of the Contractor's action.

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