Sol_89303019REI000036.pdf

U.S. Department of Energy Washington, DC 20585

TO: PROSPECTIVE OFFERORS

SUBJECT: Task Order Request for Proposal: 89303019REI000036

General Information

This is a Task Order Request for Proposal (TORP) for non-commercial services prepared in accordance with the Federal Acquisition Regulation (FAR) Part 16 as supplemented with additional information provided herein. This TORP constitutes the only solicitation that will be issued.

Award will be made under FAR Part 16 procedures. Any award made as a result of this TORP will incorporate all clauses from the Energy Information Administration Omnibus Procurement (EOP) IV master contract. Additionally, in accordance with FAR 52.204-8 Annual Representations and Certifications, the Offeror must be current in the System for Award Management at http://sam.gov.

Other Information

All expenses related to the submission of this proposal and document preparation will be the sole responsibility of the Offeror. This request does not commit the Government to award a contract nor to pay for cost incurred in the submission of a proposal or costs incurred in making necessary studies or designs for said services or supplies. Late proposals shall be rejected, except in certain cases as expressed in FAR 52.215-1.

Sincerely, Kevin Thunell Contracting Officer

89303019REI000036

1. REQUEST NO.

5a. ISSUED BY

NAME

a. NAME

c. STREET ADDRESS

d. CITY

10. PLEASE FURNISH QUOTATIONS TO

THE ISSUING OFFICE IN BLOCK 5a ON

OR BEFORE CLOSE OF BUSINESS (Date)

2. DATE ISSUED 3. REQUISITION/PURCHASE REQUEST NO. 4. CERT. FOR NAT. DEF.

UNDER BDSA REG. 2

AND/OR DMS REG.1

RATING

6. DELIVERY BY (Date)

7. DELIVERY

9. DESTINATION

a. NAME OF CONSIGNEE

b. STREET ADDRESS

PAGE OF PAGES

5b. FOR INFORMATION CALL: (No collect calls)

TELEPHONE NUMBER

AREA CODE NUMBER

8. TO:

b. COMPANY

e. STATE f. ZIP CODE

c. CITY

d. STATE e. ZIP CODE

IMPORTANT: This is a request for information, and quotations furnished are not offers. If you are unable to quote, please so indicate on this form and return it to the address in Block 5a. This request does not commit the Government to pay any costs incurred in the preparation of the submission of this quotation or to contract for supplies or services. Supplies are of domestic origin unless otherwise indicated by quoter. Any representations and/or certifications attached to this Request for Quotations must be completed by the quoter.

11. SCHEDULE (Include applicable Federal, State and local taxes)

THIS RFQ

REQUEST FOR QUOTATION

(THIS IS NOT AN ORDER)

IS IS NOT A SMALL BUSINESS SET ASIDEX

05/10/2019 19EI000060

1 9

U.S. Department of Energy

MA-64

Forrestal Building

Headquarters Procurement Services

1000 Independence Avenue, SW Washington DC 20585

Energy Information Admin (FORS)

U.S. Department of Energy Energy Information Administration ATTN: John Barry Dyson EI-10 1000 Independence Avenue, SW

Washington

DC 20585

202 287-1704Herbert Fordham

06/10/2019 1200 ET

FOB DESTINATION

OTHER

(See Schedule)X

ITEM NO.

(a)

SUPPLIES/SERVICES

(b)

QUANTITY

(c)

UNIT

(d)

UNIT PRICE

(e)

AMOUNT

(f)

The purpose of this request for proposal is the 2020 Residential Energy Consumption Survey (RECS). The target population for the RECS consists of primary occupied housing units in the 50 states and the District of Columbia.

Attachments:

1. Performance Work Statement

2. Contractor Task Plan

00001 This Request for Proposal is for Residential Energy Consumption Survey (RECS) 2020.

Period of Performance: 10/01/2019 to 03/31/2022

12. DISCOUNT FOR PROMPT PAYMENT

a. 10 CALENDAR DAYS (%) b. 20 CALENDAR DAYS (%) c. 30 CALENDAR DAYS (%) d. CALENDAR DAYS

NUMBER PERCENTAGE

NOTE: Additional provisions and representations

13. NAME AND ADDRESS OF QUOTER

b. STREET ADDRESS

c. COUNTY

d. CITY e. STATE f. ZIP CODE

14. SIGNATURE OF PERSON AUTHORIZED TO

SIGN QUOTATION

16. SIGNER

a. NAME (Type or print)

c. TITLE (Type or print)

a. NAME OF QUOTER

AREA CODE

NUMBER

15. DATE OF QUOTATION

b. TELEPHONE are are not attached

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition not usable

STANDARD FORM 18 (REV. 6-95)

Prescribed by GSA - FAR (48 CFR) 53.215-1(a)

TASK ORDER REQUEST FOR PROPOSAL (TORP)

U.S. ENERGY INFORMATION ADMINISTRATION

OMNIBUS PROCUREMENT IV (EOP IV)

2020 Residential Energy Consumption Survey (RECS)

Solicitation No: 89303019REI000036

U.S.ENERGY INFORMATION ADMINISTRATION

1000 Independence Ave., SW Washington DC 20585

TORP: 89303019REI000036

The U.S. Energy Information Administration (EIA), is the statistical and analytical agency within the U.S.

Department of Energy (DOE). EIA is soliciting proposals to perform essential energy analysis support services to provide support as defined in this Performance Work Statement. The services include energy research, evaluations, studies, analyses, data validation, and reports.

The Government intends to award a single task order to the offeror that presents the “Best Value” to the Government. If award of a Task Order is made to your firm, it will incorporate all applicable terms and conditions as contained in your EOP IV master contract.

• Proposed Contract Line Item Number (CLINs):

CLINs Description Type 00001 RECS Household Survey CPFF 00002 [Option] Expand 2020 RECS Household Survey Scope to Include Estimation for all 50 States and the District of Columbia

CPFF

00003 [Option] Adjust and/or Extend Data Collection CPFF 00004 [Option] Conduct Rental Agent Survey CPFF 00005 [Option] Develop Methods for Multifamily Buildings Study CPFF 00006 [Option] Conduct Pilot Multifamily Buildings Data Collection CPFF

• All options will run concurrently with base work, and some may run concurrently with each other.

In no case would an option extend past the period of performance of the base work. The total estimated period of performance is 30 months from the date of award.

Description Estimated Magnitude

[Option] Expand 2020 RECS Household Survey Scope to Include Estimation for all 50 States and the District of Columbia

No Cap

[Option] Adjust and/or Extend Data Collection $750,000 [Option] Conduct Rental Agent Survey $500,000 [Option] Develop Methods for Multifamily Buildings Study $100,000 [Option] Conduct Pilot Multifamily Buildings Data Collection $300,000

• Estimated Magnitudes are all inclusive of fee and ODC.

• The contractor shall propose for all option periods. Contractors shall provide a justification if there proposal exceeds the estimated magnitude figures shown above.

GENERAL INFORMATION

1.1 Task Order Type: Cost-Plus-Fixed-Fee

1.2 Type of Services: The type of services under this solicitation is:

Commercial Items Non-Commercial Items Mix of Both

1.3 Extent of Competition: This solicitation will be based on:

1.10.1 Fair Opportunity procedures (FAR 16.505(b)(1))

1.10.2 Exception to Fair opportunity as designated below (FAR 16.505(b)(2)) [Check one exception below]

FAR 16.505(b)(2)(A) [The agency need for the supplies or services is so urgent that providing a fair opportunity would result in unacceptable delays]

FAR 16.505(b)(2)(B) [Only one awardee is capable of providing the supplies or services required at the level of quality required because the supplies or services ordered are unique or highly specialized]

FAR 16.505(b)(2)(C) [The order must be issued on a sole-source basis in the interest of economy and efficiency because it is a logical follow-on to an order already issued under the contract, provided that all awardees were given a fair opportunity to be considered for the original order]

FAR 16.505(b)(2)(E) [For orders exceeding the simplified acquisition threshold, a statute expressly authorizes or requires that the purchase be made from a specified source]

Other: FAR Part 6.3 exception [Fill in exception]

1.4 Security Clearances:

1.10.1 The clearance level for this PWS/SOW is:

Unclassified Classified Mix of Both

1.10.2 The Facility Clearance Level for this PWS is:

Unclassified Secret

1.5 Performance Location(s):

1.10.1 The labor will be performed at/on a:

Government Site Contractor Site Mix of Both

1.10.2 Government Site Address:

U.S. Department of Energy Headquarters – James Forrestal Building U.S. Energy Information Administration 1000 Independence Ave., SW Washington D.C. 20585

1.6 Period of Performance: This task order base period (CLIN 0001) will be for thirty (30) months from the date of award. All options will run concurrently with base work, and some may run concurrently with each other. In no case would an option extend past the period of performance of the base work.

1.7 Notice of Task Order:

Small Business Set-Aside Unrestricted

1.8 North American Industry Classification System (NAICS):

518210 – Data Processing, Hosting and Related Services

1.9 Small Business Size Standard: $32.5.M

1.10 Provisions / Clauses – clauses from the main IDIQ flow down to this TORP.

SECTION 1 - EOP IV TASK ORDER INFORMATION

1.10.1 IAW FAR 16.505(b)(6) – Post-award Notices and Debriefing of Awardees for Orders Exceeding $5.5 million. The Contracting Officer shall notify unsuccessful awardees when the total cost of a task or delivery order exceeds $5.5 million.

(i) The procedures at 15.503(b)(1) shall be followed when providing post-award notification to unsuccessful awardees.

(ii) The procedures at 15.506 shall be followed when providing post-award debriefing to unsuccessful awardees.

(iii) A summary of the debriefing shall be included in the task or delivery order file.

1.10.2 FAR.204-23 Prohibition on contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab and Other Covered Entities (JULY 2018) is here by added by reference.

1.10.3 FAR 52.217-5 Evaluation of Options (July 1990)

Except when it is determined in accordance with FAR 17.206(b) not to be in the Government’s best interests, the Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement. Evaluation of options will not obligate the Government to exercise the option(s).

1.10.4 FAR 52.222-49 Service Contract Labor Standards -- Place of Performance Unknown (MAY 2014)

1. (a) This contract is subject to the Service Contract labor Standards Statute, and the place of performance was unknown when the solicitation was issued. In addition to places or areas identified in wage determinations, if any, attached to the solicitation, wage determinations have also been requested for the following: TBD. The Contracting Officer will request wage determinations for additional places or area of performance if asked to do so in writing by TBD.

2. (b) Offerors who intend to perform in a place or area of performance for which a wage determination has not been attached or requested may nevertheless submit bids or proposals.

However, a wage determination shall be requested and incorporated in the resultant contract retroactive to the date of contract award, and there shall be no adjustment in the contract price.

1.11 Ordering Agency Points of Contact:

Contracting Officer: Kevin Thunell – 202-287- 1456, kevin.thunell@hq.doe.gov Contract Specialist: Daniel Fordham – 202-287-1704, daniel.fordham@hq.doe.gov http://farsite.hill.af.mil/reghtml/regs/far2afmcfars/fardfars/far/15.htm#P954_180224 http://farsite.hill.af.mil/reghtml/regs/far2afmcfars/fardfars/far/15.htm#P1003_187779 mailto:kevin.thunell@hq.doe.gov mailto:daniel.fordham@hq.doe.gov

2.1 SUBMISSION AND DUE DATES:

2.1.1 Please respond to this TORP by June 10, 2019 prior to 12:00 pm ET, Proposals received after the closing date and time will not be evaluated.

2.1.2 All questions:

2.1.2.1 Due by May 24, 2019 prior to 12:00 pm ET. Submitted with reference to the solicitation number in the subject line.

2.1.2.2 Government intends to respond by May 31, 2019.

2.1.3 All questions and proposal submissions shall be submitted via FedConnect.

Offerors should allow ample time to submit proposals and are encouraged to submit proposals at least 24 hours in advance of the closing time of this solicitation (see above). In addition, Offerors are encouraged to verify with the CO that all submitted files have been received prior to the closing time of the solicitation.

2.1.3.1 The Offeror shall ensure that messages/documents are virus-free prior to transmission.

Transfer of a virus may result in non-acceptance of the respondent’s proposal.

2.2 PROPOSAL SUBMISSION GUIDANCE

2.2.1 SUBMISSIONS

2.2.1.1 Volume 1 - Technical Proposal

Technical Proposal (Technical Approach and Business Management Approach) Page Limitations is limited to fifty (50) pages. Cover page and Table of Contents are not included in this page limitation.

2.2.1.2 Volume 2 – Cost

Proposal Element Contractor Task Plan

2.2.2 Withdrawal or Modification of Proposals - An Offeror may modify or withdraw its proposal upon notice (Email) if received at the location designated in the solicitation for submission of proposals, but not later than the closing date and time for receipt of task order proposal.

2.2.3 Late Submissions - A late proposal or late request for modification or withdrawal may not be considered, unless a late modification of a successful proposal makes its terms more favorable to EIA.

2.2.4 Retention of TORP - All proposal documents shall be the property of EIA and retained by EIA, and therefore shall not be returned to the Offerors.

2.2.5 Labor Categories and Descriptions - Identify the labor categories, definitions and skill requirements necessary for successful completion if applicable to your requirement. Identify security clearance levels if applicable. In accordance with FAR 39.104, IT services solicitations must not describe any minimum experience or educational requirements for proposed contractor personnel.

2.3 PROPOSALS AND EVALUATION

Proposals shall consist and be evaluated of the following:

2.3.1 Cover Letter - The Offeror shall include a one page cover letter (not counted against Technical

Proposal page count) that contains the following information:

2.3.1.1 Offeror’s name and mailing address

2.3.1.2 Reference to the solicitation number

2.3.1.3 Technical and contract points of contact – name, phone number and e-mail address

2.3.1.4 Validity of proposal for 120 days

2.3.1.5 A statement specifying the extent of agreement with all terms, conditions, and provisions included in the solicitation and agreement to furnish any or all items upon which costs are offered at the cost set opposite each item

SECTION 2 - INSTRUCTIONS, CONDITONS, EVAULATION AND NOTICES TO

OFFERORS

SECTION 3 - EVALUATION FACTORS FOR AWARD

EVALUATION FACTORS - The following criteria will be used to evaluate the offeror’s proposal:

3.1 Criterion 1: Technical Approach: The Offeror's Technical Approach will be evaluated on the Offeror’s understanding and proposed application of methodologies and strategies to accomplish the requirements contained in the PWS. Proposals will be evaluated on:

3.1.1 The explicitness and clarity of proposed strategies to accomplish the performance requirements as listed in Section 5 of the PWS, and the likelihood that those strategies will succeed.

3.1.2 The degree to which an Offeror demonstrates an understanding of industry models, databases, and other sources of data used.

3.1.3 The degree to which survey methodology and data collection approaches meet stated objectives and have a capacity to respond and adapt to a variety of threats to validity (including but not exclusive to data collection and response error challenges.)

3.1.4 The degree to which a proposal demonstrates understanding of survey methodology, data analysis and reporting methodologies.

3.1.5 Knowledge of EIA and Office of Energy Statistics missions, the Residential Energy Consumption Survey program, and household energy use at national and subnational levels.

3.1.6 The degree to which sample frame, design, selection, weighting, and related statistical approaches demonstrate coverage of the population and subpopulations of interest, reveal attributes of sample performance and response rate projections, and demonstrate statistical validity and application of best practices.

3.1.7 The extent to which a proposal’s performance management reporting strategy demonstrates an integrated approach to monitoring the quality of data collection progress effectively, transparently, accurately, and in a manner that would permit timely, interventions, responsive design, and/or mitigations.

3.1.8 The degree to which innovative solutions are deployed strategically and likely to improve outcomes or mitigate threats to validity at.

3.1.9 The extent to which the proposal demonstrates a plan that leverages data management and documentation best practices and technologies.

3.1.10 Knowledge and application of EIA IT security standards and requirements, including those stipulated in clause EOP IV clause H.23 “ENERGY INFORMATION ADMINISTRATION (EIA) DATA (JAN 1990) REVISED”; and the Confidential Information Protection and Statistical Efficiency Act, ("CIPSEA")

3.2 Criterion 2: Business Management Approach will be evaluated on degree to which it reflects a feasible, effective, and cost conscious plan for staffing and managing this project. The Business Approach will be evaluated for Option Items according to the criteria below, but will only factor into selection if technical merit of the RECS Household Survey (CLIN 00001) is equal between more than one proposal. The Business Management Approach will be evaluated on Project Management and Control, and Staffing.

3.2.1 Project Management and Control: will be evaluated on the proposed management principles and techniques for managing the task order, including management controls and quality assurance mechanisms. Project management will be evaluated on:

3.2.1.1 The management structure and rationale behind it, the supervisory relationship between contract team members, the lines of project management authority, responsibility, and accountability;

3.2.1.2 The proposed processes for decision making; resolving problems; communicating between the contractor’s team and the Government for timely problem identification, mitigation, and resolution; and maintaining responsiveness to fluctuating task order requirements.

3.2.1.3 The degree to which a proposal reflects the appropriate technical knowledge and experience required to establish, operate, and manage performance-based work schedules and cost control procedures.

3.2.1.4 The Risk Management Plan, including its effectiveness at identifying potential risks, reducing the likelihood of a risk occurring, managing the impact of risks associated with the

Offeror’s Technical Approach; and ensuring it offers development of strategies to deal with unforeseen quality, schedule and cost risks.

3.2.1.5 The Quality Assurance Plan (QAP), including identifying appropriate and realistic roles, staffing, management procedures, monitoring methods and frequencies, and metrics to ensure quality throughout the performance of this task order.

3.2.2 Staffing: the degree to which a proposal clearly demonstrates a sound approach to identifying, applying, and managing resources with the experience, knowledge, and skills to accomplish the requirements of the PWS.

3.2.2.1 Personnel - The personnel staffing will be evaluated to determine the depth and quality of the personnel’s education and experience in the range of disciplines described in the Position Descriptions (Section J, Attachment A of the EOP IV Master Contract) for personnel. The Offeror’s ability to ensure that qualified personnel will be available for start-up, the Offeror’s plan for hiring, retaining, and replacing personnel and for providing sufficient technical and managerial resources to meet EIA’s requirements on an on-going basis will be considered.

3.3 Criterion 3: Past Performance - The Past Performance criterion will be evaluated as favorable, unfavorable or neutral. In the case of an offeror without a record of relevant present and past performance or for whom information on relevant present and past performance is not available, the offeror will be evaluated neither favorably nor unfavorably on present and past performance and shall receive a neutral rating. The DOE will solicit past performance information from close at hand information as well as available sources such as the Past Performance Information Retrieval System (PPIRS).

3.4 Criterion 4: Cost Proposal

3.4.1 The cost proposal shall be submitted in accordance with EOP IV Attachment J “Contractor Task Plan (also provided as attachment 2 for this TORP).”

3.4.2 The cost proposal must be provided in this exact matrix format and shall illustrate how the final cost was derived. Cost and labor categories shall be consistent with the Contractor’s EOP IV Section J, Attachment N (or O for some awardees). Rates higher than those in EOP IV Section J, Attachment N/O shall be accompanied with cost data (invoices, payroll records, GSA schedule rates) that support the deviation.

3.4.2.1 Contractor Task Plan shall include:

3.4.2.2 Tab for each subtask.

3.4.2.3 Column(s) that identify hours and rates for each labor category proposed.

3.4.3 The Government will not rate or score cost but will evaluate each Offeror’s cost proposal for reasonableness and completeness. The Government may evaluate the realism of the proposed cost/price by assessing whether the proposed cost elements are realistic for the work to be performed; reflect a clear understanding of the requirements; and are consistent with the unique methods of performance.

The Government will evaluate the reasonableness of the proposed cost/price using one or more of the cost/price analysis techniques defined in FAR 15.404. The Government will evaluate the completeness of each Offeror’s cost proposal by assessing whether the Offeror provides the required cost data in sufficient detail to fully support the offer and permit the Government to evaluate the proposal thoroughly. The total evaluated cost will be derived by summing the total proposed Labor, total Materials, and total Travel Costs (if applicable) for the Period of Performance.

3.4.3.1 Note: Subcontractor teams shall not deviate from the team proposed originally in the EOP

IV offer. In cases where the offeror proposes to add a new subcontractor, the Contractor shall comply with FAR 52.244-5 COMPETITION IN SUBCONTRACTING and with

FAR 52.244-2 SUBCONTRACTS.

3.4.2.2 Note: The successful offer shall comply with B.5 ANNUAL INDIRECT RATE

SUBMISSIONS (JULY 2002).

3.5 Importance - Criterion 1 “Technical Approach” is considered more important than Criterion 2

“Business Approach” for the Household Survey. Both Technical Approach and Business Approach are considered more important than Past Performance and Cost.

3.5.1 Best Value – In determining the “Best Value,” the Government is more concerned with obtaining a superior technical proposal than making an award at the lowest evaluated cost.

However, the Government will not make an award at a cost premium it considers disproportionate to the benefits associated with the superiority of one technical proposal over another. The Government will assess whether the strengths and weaknesses between or among competing technical proposals indicate superiority from the standpoint of: (1) what the difference might mean in terms of anticipated performance; and (2) what the evaluated cost to the Government would be to take advantage of the difference. Award will be made to the offeror who proposes the “Best Value” as determined by the procedures outlined in the PWS.

3.5.2 FAIR OPPORTUNITY –This method does not use any aspects of FAR subpart 15.3. The use of this fair opportunity process does not obligate the Government to determine a competitive range, conduct discussions with any Contractors, solicit proposals or revisions thereto, or use any other source selection techniques associated with FAR subpart 15.3.

3.5.3 INTENT TO AWARD WITHOUT DICUSSIONS – EIA anticipates selecting the Offeror who best meets or exceeds the evaluation criteria set forth in the TORP from initial responses, without engaging in exchanges or conducting discussions with Offerors. Offerors are strongly encouraged to submit their best technical solutions and cost in response to this

TORP.

List of Attachments

1. PWS

2. Contractor Task Plan