FormSF1449_DRAFT.pdf

RFQ IFB RFP

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

1. REQUISITION NUMBER PAGE OF

2. CONTRACT NO. 3. AWARD/EFFECTIVE

DATE

4. ORDER NUMBER 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE

DATE

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME b. TELEPHONE NUMBER (No collect calls)

8. OFFER DUE DATE/

LOCAL TIME

9. ISSUED BY

13b. RATING

14. METHOD OF SOLICITATION

CODE

15. DELIVER TO 16. ADMINISTERED BY CODE

18a. PAYMENT WILL BE MADE BY CODEFACILITY

CODE

CODE

TELEPHONE NO.

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN

OFFER

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK

BELOW IS CHECKED

SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

(Use Reverse and/or Attach Additional Sheets as Necessary)

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Govt. Use Only)

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

29. AWARD OF CONTRACT: REF.

DATE . YOUR OFFER ON SOLICITATION

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR

30b. NAME AND TITLE OF SIGNER (Type or print) 30c. DATE SIGNED

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

31b. NAME OF CONTRACTING OFFICER (Type or print) 31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

OFFER

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

ARE ARE NOT ATTACHED

ARE ARE NOT ATTACHED

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

17a CONTRACTOR/

OFFEROR.

CODE

8 (A)

SIZE STANDARD:

NAICS:

% FOR:SET ASIDE:UNRESTRICTED OR

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SMALL BUSINESS

10. THIS ACQUISITION IS

EDWOSB

SMALL BUSINESS PROGRAM

STANDARD FORM 1449 (REV. 2/2012) BACK

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

40. PAID BY

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELPHONE NUMBER OF AUTHORZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

PARTIAL FINAL

37. CHECK NUMBER

38. S/R ACCOUNT NO. 39. S/R VOUCHER NUMBER

36. PAYMENT

COMPLETE PARTIAL FINAL

SCHEDULE Continued

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

PAGE 3 OF 80 91990018R0009

The purpose of this contract is to develop and deploy technical assistance resources to support states# long-term efforts to guide the effective implementation of state-adopted academic standards. It is designed assist states as they work to build sustainable implementation models to fully integrate standards at the state and program levels.

0001 Base Period:

The purpose of this contract is develop and deploy technical assistance resources to support states long-term efforts to guide the effective implementation of state-adopted academic standards.

Period of Performance: 06/29/2018 to 06/28/2019

1.00 EA

OPT

0002 Option Period 1: The purpose of this contract is develop and deploy technical assistance resources to support states long-term efforts to guide the effective implementation of state-adopted academic standards.

Period of Performance: 06/29/2019 to 06/28/2020

1.00 EA

OPT

0003 Option Period 2: The purpose of this contract is develop and deploy technical assistance resources to support states long-term efforts to guide the effective implementation of state-adopted academic standards.

Period of Performance: 06/29/2020 to 06/28/2021

1.00 EA

OPT

0004 Option Period 3: The purpose of this contract is develop and deploy technical assistance resources to support states long-term efforts to guide the effective implementation of state-adopted academic standards.

Period of Performance: 06/29/2021 to 06/28/2022

1.00 EA

OPT

0005 Option Period 4: The purpose of this contract is develop and deploy technical assistance resources to support states long-term efforts to guide the effective implementation of state-adopted academic standards.

Period of Performance: 06/29/2022 to 06/28/2023

1.00 EA

Table of Contents

PAGE 4 OF 80 91990018R0009

52.203-17 CONTRACTOR EMPLOYEE WHISTLEBLOWER RIGHTS AND REQUIREMENT TO INFORM EMPLOYEES OF WHISTLEBLOWER

RIGHTS (APR 2014)

52.204-21 BASIC SAFEGUARDING OF COVERED CONTRACTOR INFORMATION SYSTEMS (JUN 2016)

52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (JULY 2013)

52.212-1 INSTRUCTIONS TO OFFERORS--COMMERCIAL ITEMS (JAN 2017)

Addendum to 52.212-1

52.212-2 EVALUATION--COMMERCIAL ITEMS (OCT 2014)

Addendum to 52.212-2

52.212-3 OFFEROR REPRESENTATIONS AND CERTIFICATIONS--COMMERCIAL ITEMS (NOV 2017)

52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE ORDERS--COMMERCIAL

ITEMS (NOV 2017)

52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

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

52.219-4 NOTICE OF PRICE EVALUATION PREFERENCE FOR HUBZONE SMALL BUSINESS CONCERNS (OCT 2014)

52.219-9 II SMALL BUSINESS SUBCONTRACTING PLAN (JAN 2017)--ALTERNATE II (NOV 2016)

52.219-28 POST-AWARD SMALL BUSINESS PROGRAM REPRESENTATION (OCT 2014)

52.227-17 RIGHTS IN DATA--SPECIAL WORKS (DEC 2007)

52.232-40 PROVIDING ACCELERATED PAYMENTS TO SMALL BUSINESS SUBCONTRACTORS (DEC 2013)

52.239-1 PRIVACY OR SECURITY SAFEGUARDS (AUG 1996)

52.242-5 PAYMENTS TO SMALL BUSINESS SUBCONTRACTORS (JAN 2017)

52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

3452.201-70 CONTRACTING OFFICER`s REPRESENTATIVE (COR) (MAY 2011)

3452.202-1 DEFINITIONS--DEPARTMENT OF EDUCATION (MAY 2011)

3452.208-71 PRINTING (MAY 2011)

3452.209-70 CONFLICT OF INTEREST CERTIFICATION (MAY 2011)

3452.209-71 CONFLICT OF INTEREST (MAY 2011)

3452.224-70 RELEASE OF INFORMATION UNDER THE FREEDOM OF INFORMATION ACT (MAY 2011)

3452.227-70 PUBLICATION AND PUBLICITY (MAY 2011)

3452.227-71 ADVERTISING OF AWARDS (MAY 2011)

3452.227-72 USE AND NON-DISCLOSURE AGREEMENT (MAY 2011)

3452.227-73 LIMITATIONS ON THE USE OR DISCLOSURE OF GOVERNMENT-FURNISHED INFORMATION MARKED WITH

RESTRICTIVE LEGENDS (MAY 2011)

3452.237-71 OBSERVANCE OF ADMINISTRATIVE CLOSURES (MAY 2011)

3452.239-71 NOTICE TO OFFERORS OF DEPARTMENT SECURITY REQUIREMENTS (MAY 2011)

3452.239-72 DEPARTMENT SECURITY REQUIREMENTS (MAY 2011)

3452.242-71 NOTICE TO THE GOVERNMENT OF DELAYS (MAY 2011)

3452.242-73 ACCESSIBILITY OF MEETINGS, CONFERENCES, AND SEMINARS TO PERSONS WITH DISABILITIES (MAY

2011)

3452.243-70 KEY PERSONNEL (MAY 2011)

306-1bINVOICE AND CONTRACT FINANCING REQUESTS SUBMISSION - IPP (DECEMBER 2013)

307-19REDACTED PROPOSALS (DECEMBER 1998)

309-1aLIST OF ATTACHMENTS

Attachment A- Performance Work Statement

Attachment B- Quality Assurance Surveillance Plan

PAGE 5 OF 80 91990018R0009

CLAUSES

52.203-17 CONTRACTOR EMPLOYEE WHISTLEBLOWER RIGHTS AND REQUIREMENT TO INFORM EMPLOYEES OF

WHISTLEBLOWER RIGHTS (APR 2014)

(a) This contract and employees working on this contract will be subject to the whistleblower rights and remedies in the pilot program on Contractor employee whistleblower protections established at 41 U.S.C. 4712 by section 828 of the National Defense Authorization Act for Fiscal Year 2013 (Pub. L. 112-239) and FAR 3.908.

(b) The Contractor shall inform its employees in writing, in the predominant language of the workforce, of employee whistleblower rights and protections under 41 U.S.C. 4712, as described in section 3.908 of the Federal Acquisition Regulation.

(c) The Contractor shall insert the substance of this clause, including this paragraph (c), in all subcontracts over the simplified acquisition threshold.

(End of clause)

52.204-21 BASIC SAFEGUARDING OF COVERED CONTRACTOR INFORMATION SYSTEMS (JUN 2016)

(a) Definitions. As used in this clause-- Covered contractor information system means an information system that is owned or operated by a contractor that processes, stores, or transmits Federal contract information.

Federal contract information means information, not intended for public release, that is provided by or generated for the Government under a contract to develop or deliver a product or service to the Government, but not including information provided by the Government to the public (such as on public Web sites) or simple transactional information, such as necessary to process payments.

Information means any communication or representation of knowledge such as facts, data, or opinions, in any medium or form, including textual, numerical, graphic, cartographic, narrative, or audiovisual (Committee on National Security Systems Instruction (CNSSI) 4009).

Information system means a discrete set of information resources organized for the collection, processing, maintenance, use, sharing, dissemination, or disposition of information (44 U.S.C.

3502).

Safeguarding means measures or controls that are prescribed to protect information systems.

(b) Safeguarding requirements and procedures.

(1) The Contractor shall apply the following basic safeguarding requirements and procedures to protect covered contractor information systems. Requirements and procedures for basic safeguarding of covered contractor information systems shall include, at a minimum, the following security controls:

(i) Limit information system access to authorized users, processes acting on behalf of authorized users, or devices (including other information systems).

(ii) Limit information system access to the types of transactions and functions that authorized users are permitted to execute.

(iii) Verify and control/limit connections to and use of external information systems.

(iv) Control information posted or processed on publicly accessible information systems.

(v) Identify information system users, processes acting on behalf of users, or devices.

(vi) Authenticate (or verify) the identities of those users, processes, or devices, as a prerequisite to allowing access to organizational information systems.

(vii) Sanitize or destroy information system media containing Federal Contract Information before disposal or release for reuse.

(viii) Limit physical access to organizational information systems, equipment, and the respective operating environments to authorized individuals.

(ix) Escort visitors and monitor visitor activity; maintain audit logs of physical access; and control and manage physical access devices.

(x) Monitor, control, and protect organizational communications (i.e., information transmitted or received by organizational information systems) at the external boundaries and key internal boundaries of the information systems.

(xi) Implement subnetworks for publicly accessible system components that are physically or logically separated from internal networks.

(xii) Identify, report, and correct information and information system flaws in a timely manner.

(xiii) Provide protection from malicious code at appropriate locations within organizational information systems.

(xiv) Update malicious code protection mechanisms when new releases are available.

(xv) Perform periodic scans of the information system and real-time scans of files from external sources as files are downloaded, opened, or executed.

(2) Other requirements. This clause does not relieve the Contractor of any other specific safeguarding requirements specified by Federal agencies and departments relating to covered

PAGE 6 OF 80 91990018R0009

contractor information systems generally or other Federal safeguarding requirements for controlled unclassified information (CUI) as established by Executive Order 13556.

(c) Subcontracts. The Contractor shall include the substance of this clause, including this paragraph (c), in subcontracts under this contract (including subcontracts for the acquisition of commercial items, other than commercially available off-the-shelf items), in which the subcontractor may have Federal contract information residing in or transiting through its information system.

(End of clause)

52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (JULY 2013)

(a) Definitions. As used in this provision-- "Administrative proceeding" means a non-judicial process that is adjudicatory in nature in order to make a determination of fault or liability (e.g., Securities and Exchange Commission Administrative Proceedings, Civilian Board of Contract Appeals Proceedings, and Armed Services Board of Contract Appeals Proceedings). This includes administrative proceedings at the Federal and State level but only in connection with performance of a Federal contract or grant. It does not include agency actions such as contract audits, site visits, corrective plans, or inspection of deliverables.

"Federal contracts and grants with total value greater than $10,000,000" means--

(1) The total value of all current, active contracts and grants, including all priced options;

and

(2) The total value of all current, active orders including all priced options under indefinite-delivery, indefinite-quantity, 8(a), or requirements contracts (including task and delivery and multiple-award Schedules).

"Principal" means an officer, director, owner, partner, or a person having primary management or supervisory responsibilities within a business entity (e.g., general manager; plant manager; head of a division or business segment; and similar positions).

(b) The offeror [ ] has [ ] does not have current active Federal contracts and grants with total value greater than $10,000,000.

(c) If the offeror checked "has" in paragraph (b) of this provision, the offeror represents, by submission of this offer, that the information it has entered in the Federal Awardee Performance and Integrity Information System (FAPIIS) is current, accurate, and complete as of the date of submission of this offer with regard to the following information:

(1) Whether the offeror, and/or any of its principals, has or has not, within the last five years, in connection with the award to or performance by the offeror of a Federal contract or grant, been the subject of a proceeding, at the Federal or State level that resulted in any of the following dispositions:

(i) In a criminal proceeding, a conviction.

(ii) In a civil proceeding, a finding of fault and liability that results in the payment of a monetary fine, penalty, reimbursement, restitution, or damages of $5,000 or more.

(iii) In an administrative proceeding, a finding of fault and liability that results in--

(A) The payment of a monetary fine or penalty of $5,000 or more; or

(B) The payment of a reimbursement, restitution, or damages in excess of $100,000.

(iv) In a criminal, civil, or administrative proceeding, a disposition of the matter by consent or compromise with an acknowledgment of fault by the Contractor if the proceeding could have led to any of the outcomes specified in paragraphs (c)(1)(i), (c)(1)(ii), or (c)(1)(iii) of this provision.

(2) If the offeror has been involved in the last five years in any of the occurrences listed in (c)(1) of this provision, whether the offeror has provided the requested information with regard to each occurrence.

(d) The offeror shall post the information in paragraphs (c)(1)(i) through (c)(1)(iv) of this provision in FAPIIS as required through maintaining an active registration in the System for Award Management database at https://www.acquisition.gov (see 52.204-7).

(End of provision)

52.212-1 INSTRUCTIONS TO OFFERORS--COMMERCIAL ITEMS (JAN 2017)

(Reference 52.212-1)

PAGE 7 OF 80 91990018R0009

Addendum to 52.212-1

Addendum to 52.212-1 Instructions to Offerors

Instructions to Offerors

Implementing State-Adopted Challenging Content Standards

TAEP180009AP

Submission Instructions for Offerors

The offeror is expected to demonstrate a thorough understanding of the proposed tasks and the existing resources, as specified in the Performance Work Statement (PWS). The proposal should address the requirements in the PWS, not simply repeat the language. The proposal should be written in enough detail to enable the Department to perform a comprehensive evaluation based on its full merits.

Although the intent of each task is spelled out in the PWS, it is incumbent upon the offeror to propose the most effective method for executing the tasks and the most feasible timeline and dates for all key activities.

Offerors are encouraged to exercise independent judgment with respect to the best methods of attaining the objectives of this contract.

The offeror shall submit a single technical proposal that addresses the PWS. Contents of files must print on Letter 8.5” by 11”. The technical proposal shall be submitted in MS Word or searchable PDF format. The technical proposal should be limited to a maximum of 40 double-spaced pages using font size no smaller than 12 points. Specifications pertaining to font and spacing do not apply to tables, figures, or exhibits. The Department will not consider any pages in excess of 40. The 40 page limit for the technical proposals excludes resumes (Appendix 1), letters of commitment from subcontractors or partners, and key personnel, if any (Appendix 2). Offerors shall not put substantive materials in the appendix in order to subvert the page limit.

The business proposal has no page limit. Price information must be submitted in MS Excel and MS Word/searchable PDF format. All mathematical/computational sections (proposed price/CLIN structure) of the business proposal shall be submitted in MS Excel. MS Excel flies must print on either Letter 8.5” x 11” or Legal size 8.5” by 14”. Business proposals should be provided in detail by task and subtask, by year.

The technical proposal and business proposal shall be submitted as separate volumes. The technical and business proposal must be received at or before 12:00 p.m. on March 28, 2018. Proposals shall be entitled using the Offeror’s name along with the Proposal name (technical or business proposal). Proposals received after the specified date and time will not be considered for award. Proposals shall be submitted electronically to the Points of Contact listed below:

• Colin Alleyne, Contracting Specialist (Email: Colin.Alleyne@ed.gov)

• Pamela Bone, Contracting Officer (Email: Pamela. Bone@ed.gov)

The Department’s email system cannot handle large emails, which may be rejected from our servers if it exceeds a certain threshold (25MB). For this RFQ, individual files shall not exceed 15MB. If the Department received a file that is larger than 15MB and the Contract Specialist or Contracting Officer confirms receipt of

PAGE 8 OF 80 91990018R0009

this file prior to the quotation deadline, the Department will accept proposals for evaluation. Proposals will not be accepted past the deadline if they are bounced back for surpassing the size limitation or receipt of the file is not confirmed, so please leave enough time for submissions. Offerors are thus cautioned not to exceed the 15MB submission limit as files may inflate in size between server transmissions. Submissions should be broken up into separate emails if necessary. A confirmation receipt will be sent from the contract specialist or Contracting Officer when the quotation is received. Electronic file names must not contain special characters (e.g. #, *, ( ), %, >, <, /, \, ?, $)

All questions in response to this RFP must be received at or before 12:00PM on March 2, 2018. Questions submitted after this date and time will not be accepted. Questions shall be submitted electronically to the points of contact listed below:

• Colin Alleyne, Contracting Specialist (Email: Colin.Alleyne@ed.gov)

• Pamela Bone, Contracting Officer (Email: Pamela. Bone@ed.gov)

Offerors shall submit questions in an MS Excel file following a format similar to the table below:

Questions Format Question

No. Reference Question Category Question

RFQ, PWS, or attachments, and Section

Business or Technical Question

Answers to submitted questions will be posted to Federal Business Opportunities.

Failure to comply with the RFP requirements may result in the offeror being removed from the competition as the Department reserves the right to eliminate proposals that do not conform. Any exceptions to the RFP’s terms and conditions must be fully explained and justified. Not all of the requirements identified in the RFP will be evaluated as evaluation factors; however, the offeror’s entire proposal will be evaluated to ensure that all of the terms and conditions are met.

Technical Proposal

The technical proposal shall illustrate the offeror’s approach for satisfying the requirements contained in the RFP. The technical proposal must be clear, coherent, and prepared in sufficient detail for effective evaluation of the offeror’s proposal against the technical evaluation criteria. Proposals must clearly demonstrate how the offeror intends to accomplish the requirements and must include convincing rationale and substantiation of all claims. Offerors should not expect the technical evaluation panel to make assumptions or guesses; proposals must be detailed and not vague. The technical proposal must disclose the offeror’s technical approach in sufficient detail to provide a clear and concise presentation that includes, but is not limited to, the requirements outlined below.

Offerors shall follow the format and content requirements detailed below in preparing their technical proposals.

The technical proposal shall consist of the sections listed below.

1. Table of Contents. The quote should include a Table of Contents as a means of quickly accessing important points of discussion in the quote. Authors of each section shall be clearly identified in the quote’s Table of Contents.

2. Introduction. The Introduction should briefly describe the offeror’s overall plan for achieving the

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objectives of the PWS, including a summary of the intended strategy and the applicability of it to the objectives. Additionally, the introduction shall include a brief summary of the offeror’s qualifications and unique strengths relevant to this activity.

3. Technical Approach. This section should fully describe the technical and theoretical approach the offeror shall employ in complying with the performance Work Statement. While a general statement of strategy is appropriate, procedures should be specific with regard to each task and sub-task, and should reflect efficient utilization of the offeror’s resources. The offeror should identify potential and/or anticipated problems and suggest proposed variations in the design of the work; the time frame for completing tasks, and/or deliverable due dates that may facilitate successful completion of the scope of work’s tasks and objectives.

Specific instructions to the offerors are as follows:

For Task 2 Establish a Group of Standards Trainers to Support Project Activities: indicate a preliminary roster of such trainers or your criteria for identifying and selecting such trainers.

For Task 3 Develop Methods and Materials to Help States Ensure the Content of Teaching Aligns to the Content of Their Standards: indicate your approach to developing a protocol that states and programs can use to assess the quality of curriculum for English language arts and literacy, mathematics, and English language acquisition. Include any existing measures that are not suggested in the Performance Work Statement. In addition, suggest possible ways to improve upon the design of Task 3.

For Task 4 Train Adult Education State Directors and Staff to Implement Task 3 Methods and Materials:

indicate your approach to developing training on Task 3 methods and materials in the three primary content areas: English language arts and literacy, mathematics, and English language acquisition. Provide your initial plans for providing national trainings. In addition suggest some Open Educational Resources that you would use to teach state directors and staff how to implement curriculum reviews. Suggest possible ways to improve upon the design of Task 4.

For Task 5, Develop Technical Assistance Resources to Support the Integration of Academic Standards-Based Instruction for Adult English Language Learners: indicate your approach to the development of Task 5 materials. Please indicate possible topics or areas you recommend for technical assistance and professional development resources.

For Task 6, Train State Directors and Staff to Implement Task 5 Methods and Materials: provide your initial plans for the development and deployment of training activities. Discuss your approach to addressing the three content areas. Suggest possible ways to improve upon Task 6.

For Task 7, Produce Illustrative Classroom Videos: please indicate how you would go about identifying the talented adult education instructors to film. Suggest possible ways to improve upon Task 7.

For Task 8, Create Case Studies to Showcase States and Programs that are Making Progress: indicate your initial plans for the design and development of the case studies. Describe the methodology you would use.

Indicate what subjects you would study and how you would collect the necessary data. Suggest how the case studies would be written and presented. Suggest possible ways to improve upon Task 8.

For Task 9, Deliver Trainings at OCTAE’s Annual Meetings of State Directors: suggest the content of two or three trainings.

For Task 10, Convene Sessions at COABE Conferences: suggest the content of two or three sessions.

4. Staffing Plan/Key Personnel/Past Performance. In addition to describing the staffing plan, the offeror should present the following information in the proposal:

PAGE 10 OF 80 91990018R0009

• Sub-contractual arrangements including the work to be done, responsibilities for tasks, reporting arrangements, and other terms of the agreements. A letter from the proposed subcontractor delineating the nature of the agreement must be included.

• Time commitments, to be expressed in person-hours and shown in tabular form as follows:

NAME

(Staff/Consultant)

PROPOSED ROLE on this Contract (Labor Category)

TASK

TIME on this Contract (labor hours)

% FTE on this Contract

% FTE on other projects

The offeror should outline all existing obligations over the period of the contract for staff proposed for the award, including the percentage of time allotted to existing projects. The funding sources for other projects and the percentage of time allotted shall also be provided. This table may appear in Appendix 1 and will not count against the page limits of the technical quote. The chart must include a total for each task for the entire period of performance.

• Charts (e.g., GANTT charts) showing the interrelationship of tasks plotted on a time scale.

• An organizational chart that provides clarity on lines of supervision across the team.

The offeror shall describe its proposed team that will provide oversight and delivery of work under this contract, and how it will ensure that this team has the appropriate knowledge, skills and abilities to support the Department’s goals and objectives for this initiative. The proposal shall describe in detail the qualifications of key personnel, detailing their competencies and experience in performing work of similar size and scope to that outlined in the Performance Work Statement, and describing their role in the project. The offeror’s selected staff must possess knowledge and skills in the following areas:

• Adult learning.

• The Federally-funded adult basic and literacy education system, including adult basic education, adult secondary education, and English language acquisition.

• Implementation of academic content standards for all adult students.

• Pedagogical expertise and understanding of the demands of rigorous academic content standards-related projects.

• Professional development and training for adult educators.

• Adult education curriculum and instruction.

The contractor shall include specifics about the level of effort invested in the project by all key personnel proposed for this project. The proposed key staff section also should indicate clearly the relationship between past staff experience and proposed task assignments under this contract.

In Appendix 1, the offeror shall include resumes for all key personnel, including key personnel from subcontractors. Resumes should document directly-related skills technical skills, educational background, professional certifications, positions held (with dates), and relevant work experience. Each resume must be limited to two (2) pages, and these resumes should be formatted consistently. The Project Director and other key personnel candidates should be known and submitted with the quote. If key personnel are unknown at the time of submission, a position description (including job duties, qualifications required, and selection criteria)

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shall be submitted for resumes and may be included in Appendix 1.

It is the responsibility of the offeror to ensure that telephone numbers and points of contact for references are current and accurate. Inability to access contact references may impact the Department’s ability to perform a complete evaluation of past performance, which could impact the evaluated score. The Department reserves the right to obtain past performance information from other sources. The Department will evaluate the offerors’ corporate past performance in addition to the personnel. Consideration of the offerors’ past performance on other contracts in terms of quality, problem resolution, cost-control, timeliness, business relations and customer service will be made.

In Appendix 2, the offeror shall include letters of commitment from all proposed subcontractors, consultants, and key personnel not employed currently by the offeror. Letters of commitment must be signed by the submitted personnel. Letters from personnel not yet employed by the contractor must state that the personnel shall accept the position should the offeror be granted an award, and that all matters of salary and benefits have been negotiated and agreed upon prior to this submittal. By listing key personnel as part of the quote, the offeror is making a firm commitment to use said personnel to carry out activities in the PWS.

No additional appendices are allowable. With the exception of experience and skills detailed in the resumes and the letters of commitment, offerors shall not put substantive materials in the appendix in order to subvert the page limit.

5. Small Business Partnership. The Department values an approach where substantive work in a meaningful capacity is performed by small businesses more highly than an approach in which only menial work or supply line work is performed by small businesses. A meaningful capacity for substantive work includes work other than courier services, office supplies or travel services. Therefore, a valued approach for this contract will be one in which technical, analytical, or significant service is performed by a small business. Offerors shall state the work to be performed by a small business and the percentage of work proposed to be performed by a small business as a percentage of the total subcontracted amount. The offeror shall also state the name of the small business and category of the small business.

If the offeror is itself one of these socio-economic small business concerns, they will not need to identify one of these specific socio-economic small business concerns as a subcontractor partner. This section counts toward the page limit.

Business Proposal

The Business Proposal shall contain complete information in sufficient detail for the Department to make a fair and reasonable price determination. The Contracting Officer may reject a proposal if a negative determination is made, or if proposed prices are found not to be reasonable.

There is no page limit to the business proposal. The business proposal shall be formatted in a readable way (e.g., no tiny fonts). The business proposal shall start with a cover page that provides:

• The name of the company and DUNS number.

• The website address of the company (if applicable).

• If offeror is a small business, include a statement certifying that the offeror still meets the size standard of NAICS 611710 (i.e., $15,000,000). If offeror is a large business, a size standard statement is inapplicable and shall not be included in the business proposal.

• The point of contact (name, phone number, email address) of a company representative who can answer any questions that the Department may have.

• Date of proposal.

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At the beginning of the business proposal, there should be a summary chart showing the offeror’s proposal price for each year and the grand total.

The offeror shall list their labor categories and loaded labor rates for all personnel who will be used on this contract. The offeror should use the following format:

Labor Category Name Hours Labor Rates Sample: Project Director Jane Doe 60 $123.45/hr.

Next, the offeror shall provide a complete price build-up for the contract, broken out to the subtask level, for the prime and any proposed subcontractors, consultants and/or subject matter experts. In the master buildup, it should be clear which costs are associated with the prime contractor and which costs are associated with subcontractors. This price build-up should be included as a MS excel spreadsheet. The build-up should include identification of proposed labor categories, level of effort and effective hourly rate (fully loaded). Any applicable assumptions used to formulate the price build-up should be noted in the business proposal.

For this contract, the offeror should include a separate Meeting Budget Breakdown for any face-to-face-meetings included in the PWS. As part of internal Government reporting requirements on tracking the costs associated with in-person meetings (as opposed to webinar and other non-face-to-face meetings), the offeror shall provide detailed documentation as it relates to meeting expenses. The meeting cost breakout should include at minimum, if applicable, the following cost components for each instance of the meeting:

i. Contractor/subcontractor labor

ii. Contractor/subcontractor travel/lodging/per diem

iii. Honoraria/ consultant travel/ lodging/ per diem

iv. Meeting/facilities

v. Printing

vi. Communication

vii. Supplies

viii. Other ODCS

ix. Indirect Costs

Base rates shall be provided in addition to the overall cost of each category listed above (i.e. roundtrip airfare).

Labor costs for the breakout should only include labor related to performing the meeting logistics and not labor related to preparing the meeting materials. Honoraria rates cannot be greater than a GS15 Step 10.

Finally, the offeror shall provide a payment schedule that separates payments for each deliverable by PWS task.

The prices in the payment schedule should exactly or roughly correspond with the financial expenses associated with these deliverables/achievements. Advance payments are not permitted on this, so the contractor cannot front load the payment schedule so that the contractor receives advance funding.

The offeror is free to propose which deliverables/achievements are included in the payment schedule. The offeror may include every single deliverable/achievement that is identified in the PWS, or the offeror may select a smaller number of key deliverables/achievements to reduce the length of the payment schedule.

The offeror should submit an Excel (or MSWord with Excel imbedded table) version of the payment schedule, so that the Government can independently verify that the individual items sum to the correct total. The payment schedule should be properly formatted for printing on an 8.5” x 11” piece of paper.

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Other Details:

• The business proposal shall list the names and telephones numbers of persons authorized to conduct negotiations;

• The business proposal shall include a statement to the effect that the offer is firm for a period of at least 60 calendar days from the date of receipt of offers specified by the Government;

• The business proposal shall include a Conflict of Interest Certificate (as provided in the RFQ under EDAR 3452.209-70 Conflict of Interest Certification).

Evaluation Criteria

The proposals received for TAEP180009AP will be evaluated in accordance with the instructions contained in the Source Selection Plan. Award of TAEP18000AP will be made on a competitive best value basis, using a “trade-off” among price and non- price factors. The evaluation factors are as follows:

Factor 1 – Technical Approach Factor 2 – Staffing Plan/Key Personnel/Past Performance Factor 3 – Small Business Partnership

Factor 1: Technical Approach

This section must address the following:

Criterion 1: The extent to which the technical approach is likely to ensure that the goals, objectives, and requirements of the performance work statement will be successfully achieved.

Criterion 2: The extent to which the vendor can identify potential problems and risks, and propose mitigation strategies, or variations, in the design of the work that are likely to facilitate successful completion of the task and objectives.

Criterion 3: The extent to which the vendor provides a preliminary outline of the design of activities that will ensure the goals, objectives, and requirements of the performance work statement will be successfully achieved.

Factor 2: Staffing Plan/Key Personnel/Past Performance

Criterion 1: The extent to which the proposed project personnel that are assigned to each task have the appropriate knowledge, competencies (technical skills), educational background, professional certifications, relevant work experience and security clearance levels to manage this federal contract and to accomplish their assigned project tasks. Specific experience, skills, and attributes for this requirement include:

•Adult learning.

•The Federally-funded adult basic and literacy education system, including adult basic education, adult secondary education, and English language acquisition.

•Implementation of academic content standards for all adult students.

•Pedagogical expertise and understanding of the demands of rigorous academic content standards-related projects.

•Professional development and training for adult educators.

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•Adult education curriculum and instruction.

Criterion 2: The extent to which the vendor’s proposed staffing and management approach will lead to successful completion of all tasks on time and with a high level of quality, including the extent to which the vendor’s approach demonstrates that the vendor will accommodate the needs of the customer in a timely fashion.

Criterion 3: The extent to which the offeror partners with other businesses to furnish specialized knowledge that provides the highest expertise in each area indicated above in Criterion 1.

Criterion 4: The extent to which the offeror demonstrates the institutional capacity and infrastructure necessary to accomplish all tasks described in the PWS. The offeror’s reputation for effective management of federal contracts, including quality, problem resolution, cost control, timeliness, business relations and customer service, is all considered.

Criterion 4: The extent to which the offeror demonstrates the institutional capacity and infrastructure necessary to accomplish all tasks described in the PWS. The offeror’s reputation for effective management of federal contracts, including quality, problem resolution, cost control, timeliness, business relations and customer service, is all considered.

Factor 3: Small Business Partnership

Criterion 1: The extent to which offerors present an agreement with at least one subcontractor who is factually proven to satisfy one or more of the following socio-economic business types and whose approach describes meaningful work. The relevant business types include: small disadvantaged business (SDB); woman-owned small business (WOSB); service disabled veteran-owned small business (SDVOSB); and HUB Zone small business (HUBZone).

If the offeror is itself one of these socio-economic small business types, they will not need to identify one of these specific socio-economic small business concerns as a subcontractor partner and will receive the highest adjectival rating, “Outstanding,” for this criterion. These offerors will not receive any type of “extra-credit” or evaluation adjustment in the event that they do identify one of the specified socio-economic small business types as a subcontractor.

The Government will evaluate small business type by reviewing the offeror’s current Online Representations and Certifications Application (ORCA) located at www.sam.gov.

Factors 1, 2 and 3, as well as the overall proposal, shall be rated as “Outstanding,” “Good,” “Weak,” or “Unacceptable.” These terms are defined as follows:

• Outstanding: The quote has exceptional merit and reflects an excellent approach that should clearly result in the superior attainment of all requirements and objectives. The quoted approach includes strength(s), and contains no weaknesses, significant weaknesses, or deficiencies. The solutions quoted are considered very low risk in that they are exceptionally clear and precise, fully supported, demonstrate a complete understanding of the requirements, and can be expected to result in outstanding performance.

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• Good: The quote demonstrates a sound approach which is expected to meet all requirements and objectives. This approach includes strength(s), and may include weaknesses but contains no significant weaknesses or deficiencies. The solutions quoted are considered to reflect low risk in that they are clear and precise, supported, demonstrate a clear understanding of the requirements, and can be expected to result in better than satisfactory performance.

• Weak: The quote demonstrates an approach which is capable of meeting all requirements and objectives. The approach may have strengths, weaknesses, and significant weaknesses but contains no deficiencies. In addition, the combined advantages outweigh the disadvantages.

The solutions quoted are considered to reflect moderate risk in that they are for the most part clear, precise, and supported, demonstrate a general understanding of all the requirements, and can be expected to result in satisfactory performance with minor government intervention.

• Unacceptable: The quote demonstrates an approach which will very likely not be capable of meeting all requirements and objectives. This approach has one or more weaknesses, significant weaknesses, and/or deficiencies. Collectively, the advantages and disadvantages are not likely to result in satisfactory performance. The solutions quoted are considered to reflect high risk in that they lack clarity or precision, are unsupported, or indicate a lack of understanding of the requirement.

In addition to the rating of the technical merit of the offeror‘s proposal, the Department evaluates risk and weaknesses within each of the below criteria associated with each offeror‘s proposed approach to performing the requirements stated in the PWS.

The following definitions shall be considered when evaluating the proposed solution:

• Strength: An element of the proposal which enhances a requirement of the solicitation in a beneficial way to the Government. A discussion of a proposal-strength shall be accompanied by the benefit to the government associated with that strength.

• Weakness: A flaw in the proposal that increases the likelihood of unsuccessful contract performance. A discussion of a weakness in the proposal shall be accompanied by the risk to the Government associated

• Significant Weakness: A flaw in the proposal that appreciably increases the likelihood of unsuccessful contract performance. A discussion of a significance weakness in the proposal shall be accompanied by the risk to the Government associated with that significant weakness.

• Deficiency: A material failure of the proposal to meet a Government requirement or a combination of significant weaknesses that increase the likelihood of unsuccessful performance to an unacceptable level. If a deficiency is contained in the proposal, the proposal is determined to be ineligible for award.

• Risk: An element of the proposal that could potentially impact the successful performance of the contract, such as quality and timeliness of products and services.

The non-price evaluation factors (1-3) are listed in descending order of importance. Sub-criteria are also listed in descending order of importance. All non-price factors individually and when combined are more important than Price.

Cost/Price Evaluation

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Although price/cost is an evaluation factor, it will not be evaluated based upon a predetermined evaluation rating scale. However, cost/price will be analyzed in order to ensure that the proposed cost/price is fair and reasonable, as required by the SSA/CO.

52.212-2 EVALUATION--COMMERCIAL ITEMS (OCT 2014)

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(a) The Government will award a contract resulting from this solicitation to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the Government, price and other factors considered. The following factors shall be used to evaluate offers: See attachment Addendum to FAR 52.212-2: Evaluation Criteria

___________________________________________ [Contracting Officer shall insert the significant evaluation factors, such as

(i) technical capability of the item offered to meet the Government requirement;

(ii) price;

(iii) past performance (see FAR 15.304);

(b) Options. The Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement. The Government may determine that an offer is unacceptable if the option prices are significantly unbalanced. Evaluation of options shall not obligate the Government to exercise the option(s).

(c) A written notice of award or acceptance of an offer, mailed or otherwise furnished to the successful offeror within the time for acceptance specified in the offer, shall result in a binding contract without further action by either party. Before the offer`s specified expiration time, the Government may accept an offer (or part of an offer), whether or not there are negotiations after its receipt, unless a written notice of withdrawal is received before award.

(End of Provision)

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Addendum to 52.212-2

Addendum to 52.212-2

Evaluation Criteria

52.212-2 -- Evaluation -- Commercial Items (Jan 1999)

(a) The Government will award a contract resulting from this solicitation to the responsible Contractor(s) whose offer(s) conforms to the solicitation and provides the best value to the Government, price and other factors considered.

This is a competitive solicitation utilizing the guidance provided under FAR 15, Contract by Negotiations, in which the Government intends to award a firm-fixed price contract. In addition, the Government intends to make award based on best value, as defined by FAR 15.4, Contract Pricing. Also, interested offerors are hereby advised that the Government intends to make award without conducting discussions/negotiations, though it reserves the right to do so, if deemed to be in the best interest of the Government.

The relative importance of the evaluation factors is that the technical proposal is more important than price; and the technical proposal and past performance when combined, will be more important than price. The Contracting Officer (CO)/ Source Selection Official will determine whether the difference in quality is worth the difference in cost or price.

Technical Approach

Criterion 1: The extent to which the technical approach is likely to ensure that the goals, objectives, and requirements of the performance work statement will be successfully achieved.

Criterion 2: The extent to which the vendor can identify potential problems and risks, and propose mitigation strategies, or variations, in the design of the work that are likely to facilitate successful completion of the task and objectives.

Criterion 3: The extent to which the vendor provides a preliminary outline of the design of activities that will ensure the goals, objectives, and requirements of the performance work statement will be successfully achieved.

Staffing Plan/Key Personnel/Past Performance

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Criterion 1: The extent to which the proposed project personnel that are assigned to each task have the appropriate knowledge, competencies (technical skills), educational background, professional certifications, relevant work experience and security clearance levels to manage this federal contract and to accomplish their assigned project tasks. Specific experience, skills, and attributes for this requirement include:

• Adult learning.

• The Federally-funded adult basic and literacy education system, including adult basic education, adult secondary education, and English language acquisition.

• Implementation of academic content standards for all adult students.

• Pedagogical expertise and understanding of the demands of rigorous academic content standards-related projects.

• Professional development and training for adult educators.

• Adult education…