Amendment_2_-_Attachment_J.5__Eastern_Region_Site_Verification_Services_TO_RFP.doc

75FCMC18R0014 Amendment 0002 Attachment J.5

Eastern Region Site Verification Services Task Order RFP

TASK ORDER 0001

PROVIDER ENROLLMENT AND OVERSIGHT

SITE VERIFICATION SERVICES

EASTERN REGION

Eastern Region Site Verification Services Task Order 0001 NOTE: Only those contract sections, which differ from the IDIQ contract terms and conditions, or provide more detailed information specific to this particular task order, are provided below. For those contract sections not identified below, all terms and conditions of the IDIQ contract remain in effect.

Signature of the Contractor below represents acceptance of this task order award.

Signature of Contractor Representative

Title

Date

SECTION B - SUPPLIES OR SERVICES PRICES/COSTS

B.1

DESCRIPTION OF SERVICES

The Contractor shall conduct site verification inspection services for Medicare and/or Medicaid providers/suppliers in the Eastern Region of the United States (see Section 3.3 of the Task Order Statement of Work for details on specific states and US territories). Services include visiting provider locations, conducting internal site visits, taking photographs of the locations visited, and documenting their findings.

B.4

DETERMINATION OF ORDER TYPE/PRICES/COSTS

This is a Firm Fixed Price task order.

B.5

SCHEDULE OF SERVICES

The total fixed price of this task order is __TBD____.

05/19/2019 – 05/18/2020

07/19/2019 – 05/18/2020

07/19/2019 – 05/18/2020

07/19/2019 – 05/18/2020

05/19/2019 – 07/18/2020

04/19/2020 – 04/18/2021

04/19/2020 – 04/18/2021

04/19/2020 – 04/18/2021

04/19/2020 – 04/18/2021

03/19/2021 – 03/18/2022

03/19/2021 – 03/18/2022

03/19/2021 – 03/18/2022

03/19/2021 – 03/18/2022

02/19/2022 – 02/18/2023

02/19/2022 – 02/18/2023

02/19/2022 – 02/18/2023

02/19/2022 – 02/18/2023

01/19/2023 – 01/18/2024

01/19/2023 – 01/18/2024

01/19/2023 – 01/18/2024

01/19/2023 – 01/18/2024

12/19/2023 – 05/18/2024

12/19/2023 – 05/18/2024

12/19/2023 – 05/18/2024

12/19/2023 – 05/18/2024

TBD

TBD

TBD

TBD

TBD

TBD

All visits billed for a given period or performance must be ordered no later than one month prior to the last day of the period of performance, as follows:

If the minimum quantity guarantee of site visits are not ordered for this period as identified in the tables below, CMS shall pay the difference as if the minimum number of visits were ordered.

CLIN 0001

CLIN 0001AA Total Per Observational Site Visit

Guarantee

30-Day Site Visit

38,000

22,000

15-Day Site Visit

10,000

6,000

7-Day Site Visit

48-Hour Site Visit

TOTAL

CLIN 0001AB Total Per Detailed Site Visit

Guarantee

30-Day Site Visit

22,000

13,000

15-Day Site Visit

5,000

3,000

7-Day Site Visit

48-Hour Site Visit

TOTAL

CLIN 0001AC Total Per IDTF Visit

Guarantee

30-Day Site Visit

2,000

15-Day Site Visit

7-Day Site Visit

48-Hour Site Visit

TOTAL

CLIN 0002

CLIN 0002AA Total Per Observational Site Visit

Guarantee

30-Day Site Visit

38,000

22,000

15-Day Site Visit

10,000

6,000

7-Day Site Visit

48-Hour Site Visit

TOTAL

CLIN 0002AB Total Per Detailed Site Visit

Guarantee

30-Day Site Visit

22,000

13,000

15-Day Site Visit

5,000

3,000

7-Day Site Visit

48-Hour Site Visit

TOTAL

CLIN 0002AC Total Per IDTF Visit

Guarantee

30-Day Site Visit

2,000

15-Day Site Visit

7-Day Site Visit

48-Hour Site Visit

TOTAL

CLIN 0003

CLIN 0003AA Total Per Observational Site Visit

Guarantee

30-Day Site Visit

38,000

22,000

15-Day Site Visit

10,000

6,000

7-Day Site Visit

48-Hour Site Visit

TOTAL

CLIN 0003AB Total Per Detailed Site Visit

Guarantee

30-Day Site Visit

22,000

13,000

15-Day Site Visit

5,000

3,000

7-Day Site Visit

48-Hour Site Visit

TOTAL

CLIN 0003AC Total Per IDTF Visit

Guarantee

30-Day Site Visit

2,000

15-Day Site Visit

7-Day Site Visit

48-Hour Site Visit

TOTAL

CLIN 0004

CLIN 0004AA Total Per Observational Site Visit

Guarantee

30-Day Site Visit

38,000

22,000

15-Day Site Visit

10,000

6,000

7-Day Site Visit

48-Hour Site Visit

TOTAL

CLIN 0004AB Total Per Detailed Site Visit

Guarantee

30-Day Site Visit

22,000

13,000

15-Day Site Visit

5,000

3,000

7-Day Site Visit

48-Hour Site Visit

TOTAL

CLIN 0004AC Total Per IDTF Visit

Guarantee

30-Day Site Visit

2,000

15-Day Site Visit

7-Day Site Visit

48-Hour Site Visit

TOTAL

CLIN 0005

CLIN 0005AA Total Per Observational Site Visit

Guarantee

30-Day Site Visit

38,000

22,000

15-Day Site Visit

10,000

6,000

7-Day Site Visit

48-Hour Site Visit

TOTAL

CLIN 0005AB Total Per Detailed Site Visit

Guarantee

30-Day Site Visit

22,000

13,000

15-Day Site Visit

5,000

3,000

7-Day Site Visit

48-Hour Site Visit

TOTAL

CLIN 0005AC Total Per IDTF Visit

Guarantee

30-Day Site Visit

2,000

15-Day Site Visit

7-Day Site Visit

48-Hour Site Visit

TOTAL

CLIN 0006

CLIN 0006AA Total Per Observational Site Visit

Guarantee

30-Day Site Visit

17,274

10.000

15-Day Site Visit

4,545

2,725

7-Day Site Visit

48-Hour Site Visit

TOTAL

CLIN 0006AB Total Per Detailed Site Visit

Guarantee

30-Day Site Visit

10,000

5,910

15-Day Site Visit

2,275

1,365

7-Day Site Visit

48-Hour Site Visit

TOTAL

CLIN 0006AC Total Per IDTF Visit

Guarantee

30-Day Site Visit

15-Day Site Visit

7-Day Site Visit

48-Hour Site Visit

TOTAL

B.7

SCHEDULE FOR PAYMENT FOR FIXED PRICE

When submitting invoices for payment, the contractor shall submit the following table with each invoice as supporting documentation:

CLIN 000XAA Observational Site Visits for the Period of __________ to ____________

30-Day Site Visit

15-Day Site Visit

7-Day Site Visit

48-Hour Site Visit

TOTAL

CLIN 000XAB Detailed Site Visits for the Period of __________ to ____________

30-Day Site Visit

15-Day Site Visit

7-Day Site Visit

48-Hour Site Visit

TOTAL

CLIN 000XAC IDTF Visit for the Period of __________ to ____________

30-Day Site Visit

15-Day Site Visit

7-Day Site Visit

48-Hour Site Visit

TOTAL

If the contractor does not meet or surpass the minimum guarantee, the contractor shall notify the Contracting Officer and Contracting Officer’s Representative no later than 15 days before the period of performance end date. The contractor, after notification, may bill the remaining site visits to the minimum guarantee amount in their final billing for the period of performance. For example, if the contractor conducts forty 7-Day IDTF Site Visits during the 12-month base period, the contractor may bill for the remaining five 7-Day IDTF Site Visits to meet the total minimum guarantee of 45 during the final bill of base period (when billing for month 12).

SECTION F - DELIVERIES OR PERFORMANCE

F.2 PERIOD OF PERFORMANCE

The period of performance of this contract is May 19, 2019 through May 18, 2020 (Estimated).

This contract includes the following Option Periods:

April 19, 2020 through April 18, 2021 (Estimated)

March 19, 2021 through March 18, 2022 (Estimated) February 19, 2022 through February 18, 2023 (Estimated) January 19, 2023 through January 18, 2024 (Estimated) December 19, 2023 through May 18, 2024 (Estimated)

SECTION G - CONTRACT ADMINISTRATION DATA

G.5

GOVERNMENT REPRESENTATIVES AND RESPONSIBILITIES (JUL 2016)

a. Contracting Officer’s Representative (COR) for this Task Order:

Phone Number

E-mail

b. Alternate Contracting Officer’s Representative (ACOR) for this Task Order:

Phone Number

E-mail

G.6

HHSAR 352.242-70 KEY PERSONNEL (DEC 2015)

The key personnel required for this task order are:

Project Manager

Site Inspector Manager

Quality Assurance Manager

Additional requirements of the Key Personnel are provided in the Task Order Statement of Work.

G.7

SUBCONTRACT CONSENT

Consent to subcontract will be in accordance with the IDIQ contract.

e.

Consent is hereby given to issue the following subcontractor(s):

TBD

G.8 SUBCONTRACTING REPORTING (Only for Large Businesses) Large Businesses shall follow the requirements of the IDIQ.

G.8.1

TASK ORDER SUBCONTRACT REPORTING

Within thirty days after the end of each period of performance the contractor shall provide Attachment J.5.B, Eastern Region Site Verification Services TO Subcontract Reporting, to the Contracting Officer and Contract Specialist.

SECTION H - SPECIAL CONTRACT REQUIREMENTS

H.1

CONFLICT OF INTEREST

The Contractor shall follow all requirements under the IDIQ. The Conflict of Interest Certificate submitted for the IDIQ award dated __Entered at Time of Award_ is hereby incorporated by reference.

H.13

WAGE DETERMINATIONS

Incorporated at time of award, if applicable.

SECTION I - CONTRACT CLAUSES

I.1

FAR 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at the following Internet address http://www.acquisition.gov/far/

I.9

FAR 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

(a) The Government may extend the term of this contract by written notice to the Contractor within the current performance period; provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least 45 days before the contract expires. The preliminary notice does not commit the Government to an extension.

(b) If the Government exercises this option, the extended contract shall be considered to include this option clause.

(c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed 5 years.

SECTION J - LIST OF ATTACHMENTS AND EXHIBITS

J.5.A Eastern Region Site Verification Services (SVS) Task Order (TO) Statement of Work (SOW)

J.5.A.1 - Eastern Region Site Verification Services TO SOW Attachment 1 QASP J.5.B Eastern Region Site Verification Services Task Order Subcontract Reporting

J.5.C Eastern Region Site Verification Services Business Proposal Template

SECTION L

L.18

VOLUME V - SITE VERIFICATION SERVICES TASK ORDERS – TECHNICAL PROPOSAL

VOLUME V – A

Eastern Region Site Verification Services Offerors must adhere to the page limits defined below for the task order proposal. Pages provided beyond the limits defined will be discarded and not reviewed or evaluated. The Offeror shall submit the written Technical Proposal for the task order as prescribed below; it shall be separated and labeled accordingly.

Assumptions: The Offeror shall provide any assumptions being made for the technical and business proposal. The Offeror shall use the assumptions located in the Site Verification Services Eastern Region’s Statement of Work when proposing.

Proposal Organization and Content: At a minimum, the Offeror shall present its written technical proposal response to each of the factors identified below. The submission of the Technical Proposal shall be as follows:

Please follow the below format and TAB AND LABEL EACH SECTION (and subsections as applicable) INCLUDING THE TITLE. If the Section is “All Inclusive” and there is additional information then the Offeror should delineate between them with a labeled tab under that section. The Technical Proposal shall consist of the following ONLY:

Section 1:

Executive Summary (Page limit: 1)

Section 2:

Table of Contents (Page limit: unlimited)

Offerors shall include a Table of Contents that identifies and clearly labels the various technical proposal sections.

Section 3:

Technical Factor 1 - Technical Understanding and Approach (Page limit: 10) The Offeror shall demonstrate in a clear, concise, and sound manner how the requirements outlined in the SVS Task Order Statement of Work (SOW), Attachment J.5.A, are to be performed. Offerors shall demonstrate, for each Factor, their understanding and knowledge of, approach to, and processes and procedures for completing the SVS Task Order SOW requirements. The Offeror shall:

· Provide a plan on how the Offeror will conduct all types of site verification inspection services for providers/suppliers in the Eastern Region of the United States for Medicare Parts A, B, C, DME and/or Medicaid.

· The Offeror shall describe the User Management system that will be used to allow the ordering of site visits.

· Describe how site visits will be performed in specified timeframes (e.g., within 48 hrs. 7 days, 15 days, or 30 days).

· Describe how the Offeror will have and be able to utilize the capacity through existing networks, systems, processes, or partnerships to visit and conduct provider/supplier sites, whether urban or rural, at locations in the Eastern Region of the United States for Medicare Parts A, B, C, DME and/or Medicaid.

· Be equipped to perform physical observational or in depth site inspections to determine a provider/supplier’s compliance with Medicare enrollment requirements to include provider, staff and customer interviews as part of the site inspections.

Section 4:

Technical Factor 2 - Program Management (page limit: 5 pages) The proposed contractor shall have the capacity to provide management and oversight of the site verification requirements. The Offeror shall provide their:

· Plan on how they will establish a user interface for requests or request updates, a request management and prioritization system, for the actual site verifications.

· Solution for the planning, coordinating and monitoring of the site verifications in the Region.

· Plan on how they will manage quality control of site visit records, to address and troubleshoot issues as they arise, and to provide routine progress or status reporting.

· Solution for training site verification inspectors during ramp up and ongoing.

Section 5:

Technical Factor 3 - Key Personnel and Staffing Plan (Page limit: 5 pages with the exception of the Organizational Charts and Resumes for Key Personnel which will be a maximum of 2 pages each.)

The Offeror shall propose qualified personnel to be designated as key personnel and shall propose their staffing plan in accordance with the below:

1. Key Personnel:

The Offeror shall provide a resume (2-page maximum each not included in the overall page count for Key Personnel and Staffing Plan) for each proposed Key Personnel as well as a narrative that demonstrates the experience and education of the proposed key personnel to meet the qualifications of the SVS Task Order SOW. Also demonstrate how the experience and education of Key Personnel will help meet or exceed the government’s requirement.

2. Staffing Plan The Offeror shall propose a staffing plan and address the following:

a. Organizational Chart (Page limit: two pages not included in the overall page count for Key Personnel and Staffing Plan): The organizational chart should be sufficient to provide an understanding of the roles and responsibilities and placement of proposed personnel. In the event that the Offeror utilizes Subcontractors, the organizational chart shall identify which staff are Subcontractors. Please also include location of each personnel (city, state) and the FTE that person represents).

b. Identify the total number of FTEs required for all CLINs and task order periods of performance inclusive of both the prime and subcontractor(s) broken out by labor category;

c. If the staffing plan includes hiring additional employees, subcontracting work, or any other form of labor acquisition, give examples of similar situations where you have been successful in acquiring the necessary labor to successfully perform a contract of similar size and complexity;

d. An explanation supporting the proposed FTE’s (hours) per labor category as reasonable and realistic for the required effort.

For example purposes only:

per year

e. Summary of FTEs and Hours Proposed in the following format:

TOTAL PROPOSED FTEs:

SVS Eastern Region FTEs

OY1

Direct

Subs

Total

TOTAL PROPOSED HOURS:

SVS Eastern Region Hours

OY1

Direct

Subs

Total

Section 6:

Technical Factor 4 - Past Performance (Page limit: 5 pages) The Offeror shall only provide past performance references/contracts that were submitted in accordance with the MA IDIQ instructions that they would like CMS to utilize in the evaluation of relevant past performance for the task order.

· The Prime Offeror, including any teaming partner/joint venture partner/affiliate, and any significant subcontractor proposed for this effort shall provide a list of past performance references/contracts that were submitted for the MA IDIQ submission that are relevant to this task order. The past performance references/contracts listed in this section of the Offeror’s proposal will be utilized to evaluate past performance for the task order under this evaluation criteria.

· Provide a summary describing the roles and efforts to be performed on this task order by the Prime Offeror and each significant subcontractor/teaming partner/joint venture partner/affiliate for which past performance information is provided.

Section 7:

Technical Factor 5 - Small Business Utilization (Page limit: unlimited)

Small Business: Small businesses will receive an automatic “Very Good” rating for this evaluation criteria.

Small businesses are eligible to receive an “Exceptional” rating for this evaluation criteria if they subcontract with other small businesses. In order to receive the Exceptional rating, the small business Offeror shall submit the following for each small business they are subcontracting with:

1) Subcontractor Name, Point of Contact information and DUNS

2) Type of Small Business if applicable, i.e. WoSB, SDVoSB

3) Description of Services being performed for the prime and demonstrate how it will fit into the overall organizational structure and strengths.

4) Percentage of work being performed – include how the prime calculated the percentage of work

Large Businesses:

The Offeror shall submit Attachment J.5.B - Eastern Region Site Verification Services (SVS) Task Order Subcontract Reporting with their proposal. CMS will perform a subjective assessment based on consideration of all relevant facts and circumstances. The Government is seeking to determine whether the Offeror demonstrates a commitment to use Small Businesses (SBs) for the work that it will assign and oversee as the prime contractor. In addition, the Offeror will need to address the following in a narrative:

1) Identify the subcontractors proposed under the prime for this task order and provide:

· Subcontractor Name, Point of Contact information and DUNS

· Type of Small Business if applicable, i.e. WoSB, SDVoSB

· Description of Services being performed for the prime

· Percentage of work being performed – include how the prime calculated the percentage of work

2) Past performance of the offeror in complying with requirements of the clauses at FAR 52.219-8, Utilization of Small Business Concerns, and 52.219-9, Small Business Subcontracting Plan. CMS will utilize the Electronic Subcontracting Reporting System (eSRS) provided with Factor 5 of the MA IDIQ technical proposal to review compliance of the offeror.

3) Provide the rationale for their small business allocations, how it relates to their core competencies and how it enhances the overall value proposition for the Government.

4) Demonstrate how the proposed strategy fits with their overall organizational structure and strengths.

L.19

VOLUME VI - SITE VERIFICATION SERVICES’ TASK ORDER(S) – BUSINESS PROPOSAL

Volume VI – A

Eastern Region Site Verification Services

Offerors shall provide a cover page (first page of the volume) to Volume VI to indicate if they are bidding on the Eastern, Western, or both task orders.

Section 1:

Table of Contents

Offerors shall include a Table of Contents that identifies and clearly labels the various business proposal sections for the Site Verification Services Eastern Region Task Order.

Section 2:

Task Order Forms (Prime Only)

The Offeror shall complete the following fill-in sections of the Task Order (TO) Request for Proposal (RFP), Attachment J.5:

TO RFP Section B.5 – Note that CLIN 0007 is added for the future PECOS 2.0 transition, since costs are unknown at this time, an optional CLIN has been established and all Offerors will propose $5,000 for this CLIN.

TO RFP Section G.6 TO RFP Section H.13, if applicable (provide the WD number, labor category, county and state)

Section 3:

Business Proposal Spreadsheets (Attachment J.5.C)

Business proposals shall be submitted utilizing Attachment J.5.C and following the CLIN structure provided with the TO RFP and in accordance with the Statement of Work (SOW) and the solicitation instructions.

The business proposal is presumed to represent an Offeror’s best effort to respond to the solicitation. Any significant inconsistency, if not explained, raises a fundamental issue of the understanding of the nature and scope of the work required and of the Offeror’s financial ability to perform the contract and may be grounds for rejection of the offer. The burden of proof for price credibility is with the Offeror.

Any inconsistency between the proposed technical performance and price shall be explained in the proposal. For example, if unique and innovative approaches are the basis for the estimate, the nature of these approaches and their impact on price must be explained. A significant inconsistency, if unexplained, may cause the proposal to be unrealistic, unbalanced or unreasonable. The information requested in the proposal is required to enable the Government to determine that the proposed price is balanced, realistic, fair and reasonable.

The Offeror shall use the business proposal spreadsheet (see Attachment J.5.C) provided.

· The Offeror shall not make the business proposal spreadsheets submitted “Read Only”

· All spreadsheets shall be compatible with Office 2013 Excel, be fully functional, and unlocked.

· The Offeror SHALL submit excel documents with active formulas that can be reviewed and traced using Microsoft excel functions.

· Offerors are instructed to review all excel formulas for accuracy prior to submitting a proposal, as the Offerors are responsible for the accuracy of all formulas within the spread sheet provided.

· The Offeror’s Spreadsheet will take PRECEDENT FOR COST INFORMATION, if discrepancies are found.

· Offerors are instructed NOT to print excel sheets as part of their business proposal submission. It is only necessary to provide these with the electronic copies of your business proposal.

· Cost proposal spreadsheets shall be submitted in Microsoft Excel and rounded to the whole dollar.

· In any subtotal or total field, please insert a rounding formula to prevent unseen cent(s) amounts. For Example: Enter “=ROUND(AR68+AR71,0)” into a subtotal or total field as opposed to “=AR68+AR71.”

· ***The Offeror shall not format the cell by setting the decimal place to “0” to display the whole dollar as this will not prevent unseen cent(s) amounts.*** The Offeror shall use the business proposal spreadsheet (Attachment J.5.C Eastern Region Site Verification Services Business Proposal Template), including all tabs, for all price and shall include the below. Please note that the information is to be filled out PER SITE VISIT for each CLIN and multiplied by the estimated number of site visits at the end.

· Labor: Offerors shall provide the labor price per site visit and labor hours per site visit that is expected to be used in the performance of the contract.

· Travel: The Contractor shall provide the price of travel per site visit.

· Other Direct Costs (ODCs): These include materials, equipment, etc. The Contractor shall provide the price of ODCs per site visit.

· Subcontracts: The Offeror shall provide the price of subcontracts per site visit.

· Summary: In addition to each contract year (CLINs 0001 – 0005) summaries, the Offeror shall include a summary (Tab 1) inclusive of all prices along with a calculation of all minimum prices per sub contract line item (SLIN).

· Minimum Guarantees (Tab 2): The Offeror is required to complete the tables for the total calculations of the minimum guarantees for each year of performance.

Section 4: Business Proposal Narrative Organization

4.1 Prime Proposal Information Checklist (Exhibit E.2) – note this will be the same checklist submitted under the IDIQ

4.2 Basis of Estimate (BOE)

For all proposed price elements (Labor, Travel, ODC’s, Subcontracts) it is incumbent on the Offeror to clearly describe the BOE used to establish those estimates as fair and reasonable. This includes providing all assumptions used to establish proposed prices and any and all empirical data which can provide further support to the proposed prices as fair and reasonable. The Government needs to understand how you determined the prices per element and how that correlates with the technical approach.

4.3 Labor – provide the labor category(s) that make up the “Labor” price per site visit. At a minimum, provide the duties and responsibilities of this labor category(s) in performing each specific type of site visit.

Escalation - If the proposed price elements are escalated, the Offeror shall provide the escalation rate and the rationale for the proposed escalation of each price element (Labor, Travel, ODC’s, Subcontracts).

The Offeror and Subcontractor productive labor hours for exempt and non-exempt employees used to calculate FTEs (i.e. 2080 hours = 1 FTE).

4.4 Travel - provide the types of travel that make up the “Travel” price per site visit. At a minimum, explain how the Offeror calculated the travel per site visit price.

4.5 ODCs – provide the ODCs that make up the “ODC” price per site visit. At a minimum, explain how these are necessary to the performance of the site visit.

4.6 Subcontracts – provide the name of the subcontractor(s) proposed and what services they are offering per site visit.

The Offeror’s business proposal narrative submission shall include the following subcontract information, as applicable, to be evaluated for each subcontractor:

a. Subcontract Checklist (Exhibit E.3)

b. Consent to Subcontract (Exhibit E.10), if applicable

Section 5:

Service Contract Act

The Offeror should identify those proposed labor categories subject to the Service Contract Act of 1965, as Amended (FAR 22.10) and provide a crosswalk to the labor category including the Wage Determination number in the applicable Wage Determination for their place of performance. The Offeror may obtain Wage Determinations at www.wdol.gov (click on “selecting SCA WDs” to obtain wage determination).

SECTION M

SECTION M.9

VOLUME V SITE VERIFICATION SERVICES’ TASK ORDER(S) – TECHNICAL PROPOSAL EVALUATION Volume V – A

Eastern Region Site Verification Services

The Government will use a Trade-off Source Selection Process to make an assessment for a best value award decision. This trade-off technique allows the Government to consider award to other than the lowest priced Offeror or other than the highest technically rated Offeror. It permits tradeoffs among price and non-cost/price evaluation factors. In making this comparison, the Government is more concerned with obtaining superior technical/management features than with making an award at the lowest overall cost to the Government. However, the Government will not make an award at a significantly higher overall cost to the Government to achieve slightly or moderately superior technical or management features.

This may result in an award to a higher rated, higher priced offeror, where the decision is consistent with the evaluation factors, and the Contracting Officer reasonably determines that the technical and/or past performance of the higher price offeror outweighs the price difference. The Contracting Officer will base the source selection decision on an assessment of proposals against the source selection criteria in this solicitation. All evaluation factors other than cost or price, when combined, are significantly more important than cost or price.

Offerors shall demonstrate, overall, within each Factor, their understanding and knowledge of, approach to, and processes and procedures (describing how) for completing the TO SOW requirements.

RELEVANCE OF EVALUATION FACTORS

The relative importance of evaluation factors is in descending order as follows:

Site Verification Services Eastern Region Evaluation Factors

The Offeror’s technical approach shall not simply rephrase or restate the Government’s requirements or be copied from an on-line source, but rather demonstrate how the Offeror intends to meet the requirements.

TECHNICAL FACTOR 1 - Technical Understanding and Approach The Offeror will be evaluated on how clearly, comprehensively and concisely they demonstrated how the requirements outlined in the Statement of Work (SOW) are to be performed. Offerors will be evaluated on their understanding and knowledge of, approach to, and processes and procedures for completing the Task Order SOW requirements.

In addition, the Offeror will be evaluated on their ability to provide their:

· Technical solution and overall plan to conduct all types of site verification inspection services for providers/suppliers including a technical approach and schedule that details the task level of effort to fulfill requirements described in the Site Verification Services SOW for Medicare Parts A, B, C, DME and/or Medicaid.

· Solution and approach for performing site verification services within the specified timeframes. The timeframes are 48 hours, 7 days, 15 days, or 30 days to conduct site visits.

· Solution and approach for a realistic network, systems, processes, or partnerships that will be used to visit and conduct, whether urban or rural, the site observational site visits and the IDTF site verifications.

· Approach and solution for their User Account Management System.

· Plan to perform physical observational or in depth site inspections to determine a provider/supplier’s compliance with Medicare enrollment requirements to include provider, staff and customer interviews as part of the site inspections.

TECHNICAL FACTOR 2 - Program Management In addition, the Offeror will be evaluated on Program Management for the following:

· Approach/solution for the scheduling, coordinating and monitoring site verifications.

· The proposed user interface request management system.

· A sound approach and plan to manage quality control of site visit records, to address and troubleshoot issues as they arise, and to provide routine progress or status reporting.

· Solution for training site verification inspectors during ramp up and ongoing, how this training will be conducted and the intervals in which the training will be conducted.

TECHNICAL FACTOR 3 – Key Personnel and Staffing Plan

In addition, the Offeror will be evaluated on the proposed Key Personnel and Staffing Plan as follows:

1. The Offeror will be evaluated on the quality, experience and extent of the qualifications of the Offeror’s proposed key personnel based on a review of the resumes submitted against the Statement of Work requirements. Also how the Key Personnel will help meet or exceed the government’s requirement.

2. The Offeror will be evaluated on their staffing plan to effectively demonstrate:

· A clear, detailed Organizational Chart of the proposed contract/management structures for all elements required with defined direct lines of control, responsibility, functional relationships, and authority among the organization elements including proposed significant subcontractors, teaming partners and/or joint venture partners.

· The responsibilities of staff and management and how well the Offeror’s proposed labor mix is an accurate reflection of their technical understanding of the Statement of Work.

· Approach and experience in acquiring the necessary labor to successfully perform a contract of similar size and complexity.

TECHNICAL FACTOR 4 – Past Performance

CMS will evaluate the Offeror’s past performance information which is expected to demonstrate the likelihood that the prospective contract will be performed successfully.

· The Government shall evaluate past performance through an analysis of the Offeror’s contract performance for the technical requirements relevant to their respective requirements. Evaluation assessments will take into account past performance information regarding the Prime Offeror, predecessor companies, and significant subcontractors/team members/joint venture partners.

· The determination for the past performance factor is the Government’s assessment, based upon the Offeror’s performance record, that the Offeror will successfully perform on the technical requirements of this acquisition as proposed. Evaluation will be determined based on a review of the Offeror’s past performance obtained from recent and relevant contracts (which includes, if applicable, the past performance of its teaming partners/joint venture partners).

· The CO reserves the right to limit its review of past performance information to what he/she has been determined to be relevant. The Offeror is advised that the Contracting Officer, using sound business judgment, may consider Federal contract past performance to be more relevant than State Agencies, Local Government or Commercial Customer performance assessments.

· Offerors are to note that, in conducting this assessment, the Government reserves the right to use both data provided by the Offeror and data obtained from other sources. The Government will evaluate each Offeror’s performance on an individual basis and will assess the Offeror’s entire past performance.

· In the case of an Offeror without a record of relevant past performance, or for which information on past performance is not available, the Offeror’s Past Performance may not be evaluated favorably or unfavorably.

TECHNICAL EVALUATION FACTOR 5 - Small Business Utilization Small Businesses:

Small businesses will receive an automatic “Very Good” rating for this evaluation criteria.

Small businesses eligible to receive an “Exceptional” rating will be evaluated on the following:

a) The Offeror’s rationale for subcontracting with the small business allocations, how it relates to their core competencies and how it enhances the overall value proposition for the Government.

b) How well the proposed strategy fit with their overall organizational structure and strengths.

c) If the small business subcontractor(s) will be performing major or critical aspects of the requirement that have a direct impact on the contract’s performance.

Large Businesses:

The Offeror will be evaluated on their small business utilization plan submission to the extent of how realistic and committed the Offeror is in utilizing various types of small business concerns. At a minimum, the Offeror will be evaluated on the following:

a) The Offeror’s rationale for their small business allocations, how it relates to their core competencies and how it enhances the overall value proposition for the Government.

b) If the small business subcontractor(s) will be performing major or critical aspects of the requirement that have a direct impact on the contract’s performance.

c) How well the proposed strategy fit with their overall organizational structure and strengths.

d) How well the stated goals and proposed plan are supported by the past performance information submitted in accordance with Section L of the solicitation.

e) The Offeror's success in meeting previous small business goals along with processes that have been implemented to correct inabilities to meet subcontracting goals.

M.10 VOLUME VI - NATIONAL SITE VERIFICATION TASK ORDER BUSINESS PROPOSAL(S) EVALUATION Volume VI – A

Eastern Region Site Verification Services

The Government will evaluate the price information submitted in each Offeror’s price proposal, as required by Section L, to determine if proposed prices are fair and reasonable IAW the proposal analysis techniques described in FAR 15.404-1. The purpose of this analysis will be to determine if the Offeror’s proposed prices demonstrate the Offeror understands the Government’s requirements and if the proposed prices are consistent with the various elements of the Offeror’s technical proposal. The Contracting Officer reserves the right to conduct price realism analysis to ensure that the contractor understands the requirements and is not proposing an excessively risky approach. Evaluation of the option periods will not obligate the Government to exercise the option(s).

PRICE COMPETITION

The Contracting Officer has determined there is a high probability of adequate price competition in this acquisition. Upon examination of the initial offers, the Contracting Officer will review this determination and if adequate price competition exists, no additional cost information will be requested and certification under FAR 15.406-2 will not be required. In accordance with FAR 15.403-1(b) and 15.403-3(a), data other than certified cost or pricing data may be required to support a determination of price or cost reasonableness and cost realism. If after receipt of proposals the Contracting Officer determines that there is insufficient data available to determine price reasonableness and none of the exceptions in FAR 15.403-1 apply, the Offeror shall be required to submit additional cost or pricing data.

REASONABLENESS

The Government will evaluate the price information submitted in each Offeror’s proposal, as required by Section L, to determine if proposed prices are fair and reasonable IAW the proposal analysis techniques described in FAR 15.404-1. An Offeror shall not receive a final task order award if their proposed price is not determined fair and reasonable.