Attachment 10_Proposal Compliance Checklist_3rd Draft RFP.pdf

Proposal Compliance Checklist Attachment 10

SOURCE SELECTION INFORMATION – SEE FAR 2.101 AND 3.104

PROPOSAL COMPLIANCE CHECKLIST

VOLUME I – EXECUTIVE SUMMARY

ADDENDUM TO FAR 52.212-1 INSTRUCTIONS TO OFFERORS – COMMERICAL PRODUCTS AND

COMMERCIAL SERVICES (SEP 2023), SECTION 3.1 CONTENT

Official Company Name: Click here to enter text.

Each question must be answered by checking only one box and indicating each file name in your proposal

1. Does your proposal include a completed Volume I Cover Sheet (Attachment 16) in workable excel format as outlined in section 3.1 of 52.212-1 Addendum? (Required for all Offerors)

YES

NO

FILE NAME: Click here to enter text.

2. Does your proposal include the Offeror’s name, type, address, CAGE, SAM.gov Unique Entity ID (UEI), point of contact, phone number and email address as outlined in section 3.1, paragraph (a) of 52.212-1 Addendum? (Required for all Offerors)

3. Does your proposal include the total number of projects (Cell D1 on the first, main sheet/tab of the Self-Scoring Sheet(s)/Workbook(s) as outlined in section 3.1, paragraph (b) of 52.212-1 Addendum? (Required for all Offerors)

4. Does your proposal include the total number of points (Cell D2 on the first, main sheet/tab of the Self-Scoring Sheet(s)/Workbook(s) as outlined in section 3.1, paragraph (c) of 52.212-1 Addendum? (Required for all Offerors)

5. Does your proposal include the solicitation number as outlined in section 3.1, paragraph (d) of 52.212-1 Addendum?

(Required for all Offerors)

6. Does your proposal include the date of submission as outlined in section 3.1, paragraph (e) of 52.212-1 Addendum?

7. Does your proposal identify which of the three functional categories the specific proposal is in response to as outlined in section 3.1, paragraph (f) of 52.212-1 Addendum? (Required for all Offerors)

8. Does your proposal identify which small business socio economic track(s) the Offeror’s proposal is being submitted for within the aforementioned functional category as outlined in section 3.1, paragraph (g) of 52.212-1 Addendum?

9. Does your proposal state whether the Offeror possesses a Secret or Top-Secret facility clearance as outlined in section 3.1, paragraph (h) of 52.212-1 Addendum? (Required for all Offerors)

10. Does your proposal state whether the Offeror has an adequate accounting system as outlined in section 3.1, paragraph (i) of 52.212-1 Addendum? (Required for all Offerors)

11. Does your proposal state the Offeror’s proposal is valid for “365 Calendar Days” or until the “End of the POP of

PACTS III” as outlined in section 3.1, paragraph (j) of 52.212-1 Addendum? (Required for all Offerors)

SOURCE SELECTION INFORMATION – SEE FAR 2.101 AND 3.104

12. Does your proposal include terms of any express warranty as outlined in section 3.1, paragraph (k) of 52.212-1 Addendum? (Required for all Offerors)

13. Does your proposal include prompt payment terms as outlined in section 3.1, paragraph (l) of 52.212-1 Addendum?

14. Does your proposal include the name and title of the person authorized to sign the proposal as outlined in section 3.1, paragraph (m) of 52.212-1 Addendum? (Required for all Offerors)

15. Does your proposal indicate if any assumptions have been made, conditions have been stipulated or exceptions have been taken with the solicitation as written as outlined in section 3.1, paragraph (n) of 52.212-1 Addendum?

16. For Offerors proposing as a SBTA, does your proposal include a one-page diagram depicting the partner/members of the SBTA, including each partner/members business size, and role(s) in the teaming relationship as outlined in section 3.1, paragraph (o) of 52.212-1 Addendum? (Required for all Offerors)

17. For Offerors proposing as a SBTA as defined in FAR provision 52.207-6, does your proposal submit a written agreement between the parties that sets forth either (i) or (ii) as outlined in section 3.1, paragraph (p) of 52.212-1 Addendum? (Required for all Offerors)

SOURCE SELECTION INFORMATION – SEE FAR 2.101 AND 3.104

18. For Offerors proposing as a SBTA Mentor Protégé as defined in FAR provision 52.207-6, does your proposal provide its certificate of compliance as required in 13 CFR 125.8(d) and section 3.1, paragraph (q) of 52.212-1 Addendum?

19. For 8(a) Offerors, does your proposal furnish evidence of qualification under the 8(a) program by providing screenshots of your firm’s Dynamic Small Business Search and SAM.gov profile that shows your firm’s approval date and exit date for the 8(a) program, and provide the following information regarding the Offeror’s cognizant servicing SBA field office: (i) Servicing SBA Field Office, (ii) Address, (iii) Cognizant SBA Business Opportunity Specialist’s Name, (iv) Phone and Email Address as outlined in section 3.1, paragraph (r) of 52.212-1 Addendum?

20. For SDVOSB Offerors, does your proposal furnish evidence from VetCert (https://veterans.certify.sba.gov/) which confirms the Offeror has applied for or received its SDVOSB certification from the Small Business Administration (Ref. 13 CFR § 128.200) as outlined in section 3.1, paragraph (s) of 52.212-1 Addendum? (Required for all Offerors)

21. Does your firm have or envision a potential Organizational Conflict of Interest in performing the work? If so, does your proposal identify this information and, if appropriate, provide a mitigation strategy as outlined in section 3.1, paragraph (t) of 52.212-1 Addendum? (Required for all Offerors)

VOLUME II – FACTOR 1: TECHNICAL

COMMERCIAL SERVICES (SEP 2023), SECTIONS 4.2 SELF-SCORING SHEET, 4.3 FACTOR 1:

TECHNICAL, 4.3.1 EXPERIENCE/PAST PERFORMANCE (SUBFACTOR 1.1), 4.3.2 ADEQUATE

ACCOUNTING SYSTEM (SUBFACTOR 1.2), AND 4.3.3 FACILITY CLEARANCE (SUBFACTOR 1.3)

1. Does your proposal include a completed Self-Scoring Sheet(s) (Attachment(s) 7) for each functional category the Offeror is proposing for in workable excel format as outlined in section 4.2 of 52.212-1 Addendum? (Required for all Offerors) https://veterans.certify.sba.gov/

2. Does your proposal include documenting all the required fields listed in Attachment(s) 7, in the appropriate space designated on the Self-Scoring Sheet(s) for all the subfactors the Offeror would like to and is able to claim based on the requirements outlined in sections 4.3.1, 4.3.2, and 4.3.3 of 52.212-1 Addendum? (Required for all Offerors)

3. Does your proposal include no alterations to the format of the Self-Scoring Sheet(s) except where directed to per the

Self-Scoring Sheet Instructions, Attachment 11 as outlined by section 4.2 of 52.212-1 Addendum? (Required for all

4. Does your proposal provide documentation for each subfactor and project it is claiming points for as outlined by section 4.2 of 52.212-1 Addendum? (Required for all Offerors)

5. Does your proposal include experience/past performance that meet the definitions of relevant and recent as outlined in sections 4.3.1.1.1 Project Relevancy and 4.3.1.1.2 Project Recency of Addendum 52.212-1 for each project it is claiming points for within its proposal submission? (Required for all Offerors)

6. Does your proposal provide the documentation required in section 4.3.1.2 of Addendum 52.212-1 for each project the Offeror is claiming on the Self-Scoring Sheet(s), Attachment(s) 7, as applicable? (Required for all Offerors)

7. Does your proposal include project experience/past performance under Federal Government Contracts? If so, does your proposal include a completed Individual Project Cover Sheet, Attachment 17, as outlined in section 4.3.1.2.1, paragraph (a) of Addendum 52.212-1? (Required for all Offerors)

SOURCE SELECTION INFORMATION – SEE FAR 2.101 AND 3.104

8. Does your proposal include project experience/past performance under Federal Government Contracts? If so, does your proposal include a signed copy of the Conformed Contract Award Document to include all modifications since contract award and as of the date the offer is submitted as outlined in section 4.3.1.2.1, paragraph (b) of Addendum 52.212-1? (Required for all Offerors)

9. Does your proposal include project experience/past performance under Federal Government Contracts? If so, does your proposal include a FPDS-NG Report that provides verification of all elements, except for elements 7 and 8 identified in 52.212-2, Addendum, paragraph 4.1.2.1.1. (See FPDS-NG Sample, Attachment 13 for a sample FPDS-NG Report and an example of which fields will be used to verify the elements) as outlined in section 4.3.1.2.1, paragraph

(c) of Addendum 52.212-1? (Required for all Offerors)

10. Does your proposal include project experience/past performance under Federal Government Contracts? If so, does your proposal include a FPDS-NG Report that provides verification of any elements identified in 52.212-2, Addendum, paragraph 4.1.2.1.1 as outlined in section 4.3.1.2.1, paragraph (d), sentence (i) of Addendum 52.212-1? (Required for all Offerors)

11. Does your proposal include project experience/past performance under Federal Government Contracts? If so, does your proposal include a Project Verification Form (Attachment 14) signed by a CO with cognizance over the submitted project and a representative of the Offeror as outlined in section 4.3.1.2.1, paragraph (d), sentence (ii) of Addendum 52.212-1? (Required for all Offerors)

12. Does your proposal include project experience/past performance under Federal Government Contracts? If so, does your proposal include a copy of Contract PWS or SOW as outlined in section 4.3.1.2.1, paragraph (d), sentence (iii) of Addendum 52.212-1? (Required for all Offerors)

13. Partner and/or Subcontractor Agreements (Applicable to Joint Venture and Prime/Subcontractor(s) types of SBTAs only). Does your proposal include project experience/past performance under Federal Government Contracts? If so, does your proposal include a copy of an agreement(s) that proves the managing venturer or Prime Contractor directly managed the size of the team it is claiming as outlined in section 4.3.1.2.1, paragraph (e) of Addendum 52.212-1? (Required for all Offerors)

14. Does your proposal include project experience/past performance for non-federal and first-tier subcontract federal/non-federal projects? If so, does your proposal include a completed Individual Project Cover Sheet, Attachment 17, as outlined in section 4.3.1.2.2, paragraph (a) of Addendum 52.212-1? (Required for all Offerors)

15. Does your proposal include project experience/past performance for non-federal and first-tier subcontract federal/non-federal projects? If so, does your proposal include a signed copy of the Conformed Contract Award Document to include all modifications since contract award and as of the date the offer is submitted (Must explicitly identify the Contractor, Non-Government Customer, Total Contract and Obligated Value, and the date the customer awarded/signed) as outlined in section 4.3.1.2.2, paragraph (b) of Addendum 52.212-1? (Required for all Offerors)

16. Does your proposal include project experience/past performance as a First-Tier subcontractor? If so, does your proposal include a signed copy of the Conformed Contract Award Document required in paragraph 4.3.1.2.2(b) that was between the Prime Contractor and the Offeror and the contract between the Prime Contractor and its customer as outlined in section 4.3.1.2.2, paragraph (b), sentence (i) of Addendum 52.212-1? (Required for all Offerors)

17. Does your proposal include project experience/past performance for non-federal projects? If so, does your proposal include a Project Verification Form (Attachment 14) signed by a Corporate Officer/Official of the commercial entity with cognizance over the submitted project and a representative of the Offeror, and include the Corporate Officer/Official’s direct telephone number and direct email address as outlined in section 4.3.1.2.2, paragraph (c), sentence (i) of Addendum 52.212-1?

18. Does your proposal include project experience/past performance where the Offeror performed the services as a first-tier subcontractor? If so, does your proposal include a Project Verification Form (Attachment 14) signed by the Prime Contractor in addition to the signatures required in 4.3.1.2.1(d)(ii) and 4.3.1.2.2(c)(i) as outlined in section 4.3.1.2.2, paragraph (c), sentence (ii) of Addendum 52.212-1?

19. Does your proposal include project experience for non-federal and first-tier subcontract federal/non-federal projects?

If so, does your proposal include contract requirement documentation that describes the general scope, nature, complexity, and purpose of the services the customer acquired under the contract, and highlight those specific written passages in the document that demonstrates the predominant scope of work being performed is similar to the services outlined in the SOW, Attachment 1 and the NAICS/PSC associated with each functional category the Offeror is submitting its offer for as outlined in section 4.3.1.2.2, paragraph (d) of Addendum 52.212-1?

20. Partner and/or Subcontractor Agreements (Applicable to Joint Venture and Prime/Subcontractor(s) types of SBTAs only). Does your proposal include project experience/past performance for non-federal and first-tier subcontract federal/non-federal projects? If so, does your proposal include a copy of an agreement(s) that proves the managing venturer or Prime Contractor directly managed the size of the team it is claiming as outlined in section 4.3.1.2.1, paragraph (e) of Addendum 52.212-1? (Required for all Offerors)

21. Does your proposal include claimed points for having an adequate accounting system in the Self-Scoring Sheet as instructed in Self-Scoring Sheet Instructions (Attachment 11) and provide it with its proposal submission as outlined in section 4.3.2 of 52.212-1 Addendum? (Required for all Offerors)

22. Does your proposal include claimed points for having an adequate accounting system that meet the definition of adequate as outlined in section 4.3.2.1 Qualification of Addendum 52.212-1? (Required for all Offerors)

SOURCE SELECTION INFORMATION – SEE FAR 2.101 AND 3.104

23. Does your proposal provide evidence of an adequate accounting system to include a written opinion or other statement from the cognizant federal auditor (CFA), the cognizant federal agency official (CFA), or the Offeror’s Certified Public Accounting (CPA) firm as outlined in section 4.3.2.2 Verification of 52.212-1 Addendum? (Required for all Offerors)

24. Does your proposal include claimed points for having either a Secret or Top-Secret facility clearance in the Self-

Scoring Sheet as instructed in Self-Scoring Sheet Instructions (Attachment 11) and provide it with its proposal submission as outlined in section 4.3.3 of 52.212-1 Addendum? (Required for all Offerors)

25. Does your proposal include claimed points for having either a Secret or Top-Secret facility clearance that meets the definition of acceptable as outlined in section 4.3.3.1 Qualification of 52.212-1 Addendum? (Required for all Offerors)

26. Does your proposal provide documentation that supports the type of clearance it is claiming and include the name of the Facility Security Officer, legal entity, address, and the Offeror’s UEI and cage code as outlined in section 4.3.3.2 Verification of 52.212-1 Addendum? (Required for all Offerors)

VOLUME III – FACTOR 2: PRICE

COMMERCIAL SERVICES (SEP 2023), SECTION 5.1 MINIMUM QUANTITY PRICING (SUBFACTOR

1.1) AND SECTION 5.2 CONTRACTOR LABOR CATEGORY PRICING (SUBFACTOR 1.2)

1. Does your proposal include a proposed price for the Post Award Conference in CLIN 0002 of the SF1449 rounded to the nearest whole dollar and submit it under Volume III of its proposal as outlined in section 5.1, sentences (a) and

(b) of 52.212-1 Addendum? (Required for all Offerors)

SOURCE SELECTION INFORMATION – SEE FAR 2.101 AND 3.104

2. Does your proposal include a completed Contractor Labor Category Pricing (Attachment 3) and include it in Volume III as outlined in section 5.2 of 52.212-1 Addendum? (Required for all Offerors)

VOLUME IV – CONTRACT DOCUMENTATION

COMMERCIAL SERVICES (SEP 2023), SECTION 6.1 MODEL CONTRACT/REPRESENTATIONS AND

CERTIFICATIONS

1. Does your proposal include a digitally signed copy of the Model Contract (Parts I through V) as outlined in section

6.1 of 52.212-1 Addendum? (Required for all Offerors)

2. Does your proposal provide the Standard Form (SF) 1449, Solicitation/Contract/Order for Commercial Items with items 12, 17 and 30 completed, and acknowledge the amendments by checking the box under “Offer Detail” in PIEE while submitting its proposal or provide all SF(s) 30s with items 8 and 15 completed to acknowledge receipt of all solicitation amendments as outlined in section 6.1.1 of 52.212-1 Addendum? (Required for all Offerors)

3. Does your proposal include all completed fill-in information required by clauses pertinent to this acquisition and submit it under Volume IV of its proposal as outlined in section 6.1.2 of 52.212-1 Addendum? (Required for all

4. Does your proposal provide any information required by the Terms and Conditions of the solicitation and submit it under Volume IV of its proposal as outlined in section 6.1.3 of 52.212-1 Addendum? (Required for all Offerors)

SOURCE SELECTION INFORMATION – SEE FAR 2.101 AND 3.104

5. Does your proposal provide any information required by the Contract Documents or Attachments of the solicitation and submit it under Volume IV of its proposal as outlined in section 6.1.3 of 52.212-1 Addendum? (Required for all

6. Does your proposal provide all information that is required by the provisions of this solicitation, as applicable under Volume IV of its proposal as outlined in section 6.1.4 of 52.212-1 Addendum? (Required for all Offerors)