WWC-GRAPE_-_SF1449.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

Table of Contents

PAGE 3 OF 91 91990018R0011

52.203-12 LIMITATION ON PAYMENTS TO INFLUENCE CERTAIN FEDERAL TRANSACTIONS (OCT 2010)

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

RIGHTS (APR 2014)

52.204-16 COMMERCIAL AND GOVERNMENT ENTITY CODE REPORTING (JUL 2016)

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 Instructions to Offerors

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

Addendum to 52.212-2 Evaluation Criteria

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

52.212-4 CONTRACT TERMS AND CONDITIONS--COMMERCIAL ITEMS (JAN 2017)

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

ITEMS (JAN 2018)

52.216-1 TYPE OF CONTRACT (APR 1984)

52.217-5 EVALUATION OF OPTIONS (JUL 1990)

52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

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

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

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)

52.227-14 RIGHTS IN DATA--GENERAL (MAY 2014)

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)

306-1cINVOICE AND CONTRACT FINANCING REQUESTS SUBMISSION - IPP (MAY 2018)

306-8CONTRACT ADMINISTRATOR (FEB 1985)

307-19REDACTED PROPOSALS (DECEMBER 1998)

313.237-72CLEARANCE OF CONFERENCES/MEETINGS (FEBRUARY 2015):

Attachment C - BPA Terms and Conditions

Attachment D - Ordering Procedures

309-1aLIST OF ATTACHMENTS

Attachment A - PWS

Attachment B - QASP

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CLAUSES

52.203-12 LIMITATION ON PAYMENTS TO INFLUENCE CERTAIN FEDERAL TRANSACTIONS (OCT 2010) (Reference 52.203-12)

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

WHISTLEBLOWER RIGHTS (APR 2014)

(Reference 52.203-17)

52.204-16 COMMERCIAL AND GOVERNMENT ENTITY CODE REPORTING (JUL 2016)

(Reference 52.204-16)

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 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

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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)

(Reference 52.209-7)

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

(Reference 52.212-1)

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Addendum to 52.212-1 Instructions to Offerors

INSTRUCTIONS TO OFFERORS

What Works Clearinghouse: Guides to Research that Assists Practitioners in Education

(WWC-GRAPE)

Solicitation: 91990018R0011

I. Proposal Submission Instructions

This Request for Proposal (RFP) is being issued in accordance with procedures set forth in Federal Acquisition Regulations (FAR) Part 12 (Acquisition of Commercial Items), Part 13 (Simplified Acquisition Procedures), and Part 19.5 (Set-Asides for Small Business). To be eligible to submit a proposal for this procurement, the offeror must qualify as a small business under NAICS 541720. The Government intends to award a multiple-award Blanket Purchase Agreement (BPA) and one firm fixed price task order for the work outlined in the attached Performance Work Statement (PWS).

Ceiling: The ceiling for each individual blanket purchase agreement issued will be $7,000,000.00.

Offerors must prepare separate technical and business proposals for the Order 0001. Each proposal should be separate and complete in itself so that evaluation of one may be accomplished independently of the other. Cost information must be restricted to the business proposal, and the technical proposal should not contain reference to specific costs (although resource information may be included so that the offeror’s understanding of the scope of the work may be evaluated). Past performance information should be included in the technical proposal. Note: the Department is not requesting, and offerors must not submit, a technical volume for the BPA itself – only for Order 0001.

An official authorized to bind your organization must sign the proposal. Proposals are due by 11:00 AM (Eastern Standard Time) on July 26, 2018. If an email’s attachment size exceeds 20MB, it is recommended that the offeror break up the proposal into smaller attachments in separate emails. E-mail attachments must not exceed 15 MB in total size per email, or they will be rejected by the Department’s servers. You may need to send more than one email in response to this solicitation.

• Electronic Submission: Proposals are to be submitted by email as three separate volumes with the following file names:

(i) [Name of Company] Technical Proposal (Version Date) (PDF)

(ii) [Name of Company] Business Proposal (Version Date) (PFD)

(iii) [Name of Company] Business Proposal Spreadsheets (Version Date) (EXCEL)

The U.S. Department of Education (the Department) will accept clarification questions from potential offerors. Clarification questions must be submitted by the due date, which is 10:00 AM (Eastern Standard Time) on July 13, 2018. All questions must be submitted electronically to Jaamal.Jennings@ed.gov with a carbon copy to Gabriella.McDonald@ed.gov. The Department does not guarantee that a response will be given to clarification questions submitted after the due date. Offerors will not receive a response until all questions have been received by the due date. All questions and answers will be posted on the Federal Business Opportunities web site (www.FBO.gov). It is the prospective offeror’s responsibility to monitor this site.

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

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RFP, PWS, or attachments, and Section

Contract or Technical Question

Anticipated Period of Performance:

Task Order 0001 of this single-award BPA will have a 24-month period of performance, and each BPA will have an ordering period of 60 months. Orders placed during the ordering period of the BPA may extend beyond the BPA period of performance as long as the order is issued prior to its expiration.

The BPA ordering period is estimated to be September 25, 2018 – September 24, 2023.

II. General Proposal Instructions

The technical proposal will describe work for Order 0001 only. Through the technical proposal, the offeror must show a thorough understanding of the goals and activities of the Performance Work Statement (PWS) and demonstrate that proposed staff have the necessary experience and expertise to meet task objectives. While the intent of each task is spelled out in the PWS, this should be considered a starting point, and technical proposals must include detailed work plans and illustrative examples to fully describe the offeror’s plans to accomplish each task and the relevant deliverables. A proposal that simply repeats the language of the PWS without specifying the offeror’s technical solution will not be considered eligible for award.

Offerors are encouraged to suggest improvements to the approaches detailed in the PWS, along with a justification of the merits of these alternative approaches. Offerors may find it necessary to make adjustments to the schedule provided in the PWS, in accordance with the newly proposed strategies and/or procedures. In this case, offerors must clearly identify any changes in the schedule and explain their rationale, keeping in mind the Department’s objective of completing the requirement within the stated time frame.

The technical proposal has a page limit of 50 pages (8.5” x 11” pages). The following items are excluded from this count:

(i) Technical proposal cover page,

(ii) Resume appendix,

(iii) Letters of commitment appendix,

(iv) Sample research reports appendix (see “Organizational Capabilities, Experience &

Resources” section below).’

All other items are included. Offerors must follow the following formatting guidance: (i) double-spaced text, (ii) font that is 12-pt, (iii) 1-inch margins. The formatting requirements for the technical proposal do not apply to any graphs or tables included in the technical proposal.

The resume appendix has no formatting requirements; however no single resume may be longer than four pages. Each resume should clearly demonstrate that individuals have the skills to perform the work for which they are proposed.

The primary author for each section of the Technical Proposal shall be identified by name.

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III. Technical Proposal Format and Content

The organization of the technical volume is at the discretion of each offeror. The technical volume must contain enough information to satisfy each evaluation criterion, and the layout must be such that the technical evaluation panel may easily crosswalk the proposed work to the criteria and to the work described in the PWS and subject to the caveats listed below:

Personnel and Staffing:

Offerors shall demonstrate that the proposed key personnel are not overextended during the two years of the first task order of the contract by including a chart showing how the labor hours proposed for this requirement compare to other commitments (including other contracts and projects). At a minimum, offerors shall include a chart with the following data:

Staff

Member Total labor hours proposed for this contract (9/1/2018 – 8/31/2019)

Total labor hours proposed for other projects (9/1/2018 – 8/31/2019)

Total labor hours proposed for this contract (9/1/2019 – 8/31/2020)

Total labor hours proposed for other projects (9/1/2019 – 8/31/2020)

Past Performance:

The Source Selection Authority/Contracting Officer reserves the right to obtain past performance information from other services such as CPARS and FAPIIS and any additional sources that the Source Selection Authority determines to be necessary.

IV. Business Proposal Volume

The Department anticipates fully funding the Order 0001 at time of award. There is no page limit to the business proposal. The offeror must submit proposed costs for each task and subtask and for the project overall, as well as proposed payment schedule tied to the Government’s acceptance of the deliverables specified in the PWS. The proposed budget for each task and subtask must include the number of hours each staff person is expected to commit, the labor category, and the hourly labor rate.

NOTE TO OFFERORS - It is required that your business proposal contain enough information for a price reasonableness determination to be made. Offerors are expected to use their best business judgment in submitting the necessary information. The Contracting Officer (CO) can reject an offeror’s proposal if proposed prices are found to NOT be reasonable. Please verify that the contents of the business proposal are mathematically accurate and the supporting data reconcile in the proposal

Business Proposal Contents

The Business Proposal shall be formatted in a readable way (e.g. no tiny fonts) and must include each of the following:

• A cover sheet with the name, address, and DUNS number of the firm and signed by an officer of the firm.

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• Price Summary

Base Period Total Value Non-Optional Tasks Optional Tasks

After this summary chart, the offeror shall propose labor categories and rates for all personnel who might be used on any task orders issued against this BPA. The offeror should use the following format:

Labor Category

Year 1 6/30/17-6/29/18

Year 2 6/30/18- 6/29/19

Year 3 6/30/19- 6/29/20

Year 4 6/30/20- 6/29/21

Year 5 6/30/21- 6/29/22

Sample: Project Director

$123.45 / hour $134.56 / hour $145.67 / hour $156.78 / hour $167.89 / hour

Other Details:

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

• The business quotation shall include a statement to the effect that the offer is firm for a period of at least 90 calendar days from the date of receipt of offers specified by the Government;

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

• For any subcontractors which are proposed, a separate price buildup (by task/subtask) should be submitted for each proposed subcontractor, and these prices should also be included in the prime's total firm-fixed price for each task order. In the master buildup for each task order, it should be clear which costs are associated with the prime contractor and which costs are associated with subcontractors.

• If subcontractors are proposed, FAR 52.219-14(c) (1) requires that “At least 50 percent of the cost of contract performance incurred for personnel shall be expended for employees of the concern.” The small business primary contractor must perform at least 50% of the labor for each task order, as measured by dollars (not hours).

Price Buildup

The business quotation shall provide a complete price build-up for this task order that includes identification of proposed labor categories by named individuals, their functional category, level of effort, loaded hourly rate, extended labor price (i.e., labor hours x hourly labor rate), and other direct costs. The price shall be presented by task and subtask. The quotation shall describe any applicable assumptions used to formulate the price build-up. Where a percentage rate is applied (e.g., “Technology Fee” at x%), it should be clearly disclosed what the rate is being applied against (e.g., against total labor costs).

The business quotation must incorporate cost and pricing information that accounts for a 52.217-8 -- Option to Extend Services. The proposed pricing is for evaluation of the option clause only; it will not be taken into account as part of the proposed total contract value of the contract. Please show this information based on monthly increments.

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Note that the cost/price of optional tasks will be added to the total contract value for the purposes of evaluating total cost/price.

Payment Schedules

The offeror must submit a proposed payment schedule for the FFP elements of the order. These should be submitted as separate Microsoft Excel files (or separate sheets in the same Excel file). The individual amounts should add up to the total order amount. The payment schedule need not reference due dates and can generally follow a simple format such as:

WWC-GRAPE

Description of Payment Trigger (Deliverable or Milestone Achievement) Payment Amount

Total:

The payment triggers should be based on accomplishments (e.g., submitting a deliverable, meeting a milestone), as opposed the passage of time (e.g., monthly).

Conflict of Interest Plan

Each offeror shall submit a Conflict of Interest Plan, providing details on its policies and procedures to identify and avoid potential organizational or personnel conflicts of interest (or apparent conflicts of interest). The Plan should also address procedures taken to neutralize or mitigate such conflicts, if they have not been or cannot be avoided. The Plan should indicate that such policies and procedures are operative throughout the period of outside activities financial interests, or other significant connections or identifications that would establish, or give the appearance of establishing, a conflict of interest. A method for periodically reviewing financial interests of employees, subcontractors and consultants, and their immediate families, in order to assess actual or apparent conflicts of interest, should be included in the plan. The term, “potential conflict” means a reasonably foreseeable conflict of interest.

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 Evaluation Criteria Evaluation Criteria Version Date: 06.20.18

Evaluation Scale and Criteria

The following definitions shall be applied appropriately by Panel Members when evaluating a proposed solution and documenting technical evaluation findings:

• Strength – An attribute in the proposal, which can be beneficial to the program or greatly increase the probability of successful contract performance.

• Weakness – An attribute in the proposal that is a flaw in the proposal that increases the risk of unsuccessful contract performance.

The adjectival rating scale for the technical evaluation criteria listed on the attached Technical Proposal Evaluation Forms is defined below. Panel Members shall cite specific proposal references and page numbers to support comments listed under the strength, weakness, significant weakness, or deficiency (as appropriate) categories. The following adjectival ratings shall be applied for each evaluation criterion:

EVALUATION SCALE

EXCELLENT

The vendor’s proposed solution exceeds specified performance or capability in a beneficial way to the Department. The solution does not contain inconsistencies or incompatibilities. The response to this criterion has multiple strengths in meeting the requirements and does not contain any weaknesses.

SATISFACTORY

The vendor’s proposed solution meets the performance or capability standards.

The solution contains minor or insignificant inconsistencies or incompatibilities.

The response to this criterion has strengths and may have weaknesses, but the strengths outweigh the weaknesses.

MARGINAL

The vendor’s proposed solution fails to meet some of the performance or capability standards. The solution contains inconsistencies. The response to this criterion may have strengths, but these strengths are offset by weaknesses or a combination of significant weaknesses.

UNSATISFACTORY

The vendor’s proposed solution fails to meet the minimum performance requirements. The solution contains numerous inconsistencies and weaknesses.

The response to this criterion may contain strengths; however, any strengths are outweighed by the weaknesses or a combination of significant weaknesses. The response to this criterion requires extensive revision that amounts to a rewrite of the criterion in order to be satisfactory or excellent.

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Technical Evaluation Criteria

The U.S. Department of Education will base the source selection decision for Order 0001 (and, by extension, whether the responding company will be included in the BPA) on the following evaluation criteria. Each criterion (e.g. A, B, C, D, and E) is listed in descending order of importance while all sub-bullets below each criterion are of equal importance.

Criterion A: Technical Qualifications of Proposed Staff

• The proposed project team has combined substantive content-area expertise in topics related to early childhood education, elementary education, secondary education, and postsecondary education, particularly with regard to the following elements:

o Response to Intervention in mathematics for elementary school and middle school (the designated topic of the practice guide to be prepared under Task Order 0001);

o Methodological experience and certification to apply WWC standards (especially Version 3.0 or Version 4.0 standards) to review randomized-controlled trials (including cluster randomized-controlled trials), quasi-experimental designs involving a matched comparison group, regression discontinuity designs, and single case designs (SCDs);

o Experience and skill in applying systematic review standards when assessing research design and findings; and o Extensive experience developing and producing user-friendly products to communicate research findings to readers who may not have a research background.

• The staff proposed for the leadership of this project and each of the tasks have skills and successful experience leading work of a similar nature (e.g., conducting multiple study reviews, leading systematic review efforts, etc.) and of a similar size and scope.

Criterion B: Soundness of the Technical Approach

• The degree to which the proposal demonstrates an understanding of the purpose and context of the contract, the major issues and objectives, and how they relate to each task rather than merely repeating the information provided in the Performance Work Statement. and.

• The strength and quality of the proposed approach to conducting each of the tasks including the clarity of the approach, the feasibility of implementing the plan, and the prospects that the successful implementation of the plan would achieve the intended goal in a timely manner.

• The proposal demonstrates creative strategies for achieving the goals of each task while maintaining a strong commitment to the rigorous procedures that are the foundation of the WWC.

The proposed plan is clearly written, coherent, well organized, and demonstrates a commitment to detail and high quality work.

Criterion C: Management of Tasks

• The quality of the procedures for controlling work performance, coordinating work of staff and sub-contractors, and ensuring work quality and timeliness.

• The degree to which the proposal provides more than a basic organization chart and instead provides strong justifications for the assigned roles on all aspects of the contract.

• The degree to which the staff included in the proposal have a clear division of responsibilities, well-defined lines of communication and authority, and sufficient time allocations to accomplish the various research, reporting, and dissemination tasks to which they have been assigned.

• The degree to which the staff proposed for the leadership of this project and their proposed time commitments to the project are consistent with a real leadership (and not merely advisory) role.

• The degree to which the proposal adequately identifies potential risks to successful completion of each task, and it demonstrates a capacity to effectively manage those risks.

• The degree to which the proposal describes a clear and convincing quality control plan that will ensure that deliverables are timely, complete, free of errors, and demonstrate the level of effort needed to successfully complete each task.

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Criterion D: Related Corporate Experience

• There is evidence of prior successful corporate experience and capacity with projects of a similar nature, which includes delivering timely, quality products on or under budget.

• There is evidence of prior successful corporate experience in leading or participating in large systematic reviews of research literature, or projects of similar scale, scope, and challenges.

• There is evidence of developing high-quality, practitioner-friendly resources of materials that communicate research findings.

• There is demonstrated corporate level experience in developing user-friendly products to communicate research findings or connect to practitioner-focused audiences.

• There is a track record of recruiting and maintaining well-qualified researchers and staff.

• There is a record of strong past performance in terms of quality, creativity, problem resolution, cost control, timeliness, business relations and customer service.

Criterion E: Past Performance

• Past performance information is submitted that is relevant to the nature, scope and complexity of the work outlined in the PWS. Information received from the contractor is favorable, and does not contain any valid negative information.

Price Evaluation

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

Evaluation of the business quote shall be conducted under the guidance of the assigned Contract Specialist and Contracting Officer. The TEP Panel Chair and/or panelists may participate in the evaluation of the business proposal as requested. Due to the fact that adequate price competition is anticipated, the price analysis will consist of:

• A comparison of the total prices proposed in response to the RFP.

• An assessment of whether each total price for the RFP is fair and reasonable.

If deemed necessary, the Government may conduct additional price analysis techniques. Evaluation of options shall not obligate the Government to exercise the option(s).

NOTE: The Department reserves the right to issue an award based on the initial quote submission without any discussions/exchanges.

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

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The offeror shall complete only paragraph (b) of this provision if the Offeror has completed the annual representations and certification electronically via the System for Award Management (SAM) Web site located at https://www.sam.gov/portal. If the Offeror has not completed the annual representations and certifications electronically, the Offeror shall complete only paragraphs (c) through (u) of this provision.

(a) Definitions. As used in this provision-- "Economically disadvantaged women-owned small business (EDWOSB)concern" means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business operations of which are controlled by, one or more women who are citizens of the United States and who are economically disadvantaged in accordance with 13 CFR part 127. It automatically qualifies as a women-owned small business eligible under the WOSB Program.

"Forced or indentured child labor" means all work or service

(1) Exacted from any person under the age of 18 under the menace of any penalty for its nonperformance and for which the worker does not offer himself voluntarily; or

(2) Performed by any person under the age of 18 pursuant to a contract the enforcement of which can be accomplished by process or penalties.

"Highest-level owner" means the entity that owns or controls an immediate owner of the offeror, or that owns or controls one or more entities that control an immediate owner of the offeror. No entity owns or exercises control of the highest level owner.

"Immediate owner" means an entity, other than the offeror, that has direct control of the offeror.

Indicators of control include, but are not limited to, one or more of the following: Ownership or interlocking management, identity of interests among family members, shared facilities and equipment, and the common use of employees.

"Inverted domestic corporation," means a foreign incorporated entity that meets the definition of an inverted domestic corporation under 6 U.S.C. 395(b), applied in accordance with the rules and definitions of 6 U.S.C. 395(c).

"Manufactured end product" means any end product in product and service codes (PSCs) 1000-9999, except

(1) PSC 5510, Lumber and Related Basic Wood Materials;

(2) Product or Service Group (PSG) 87, Agricultural Supplies;

(3) PSG 88, Live Animals;

(4) PSG 89, Subsistence;

(5) PSC 9410, Crude Grades of Plant Materials;

(6) PSC 9430, Miscellaneous Crude Animal Products, Inedible;

(7) PSC 9440, Miscellaneous Crude Agricultural and Forestry Products;

(8) PSC 9610, Ores;

(9) PSC 9620, Minerals, Natural and Synthetic; and

(10) PSC 9630, Additive Metal Materials.

"Place of manufacture" means the place where an end product is assembled out of components, or otherwise made or processed from raw materials into the finished product that is to be provided to the Government. If a product is disassembled and reassembled, the place of reassembly is not the place of manufacture.

"Predecessor" means an entity that is replaced by a successor and includes any predecessors of the predecessor.

"Restricted business operations" means business operations in Sudan that include power production activities, mineral extraction activities, oil-related activities, or the production of military equipment, as those terms are defined in the Sudan Accountability and Divestment Act of 2007 (Pub. L.

110-174). Restricted business operations do not include business operations that the person (as that term is defined in Section 2 of the Sudan Accountability and Divestment Act of 2007) conducting the business can demonstrate-

(1) Are conducted under contract directly and exclusively with the regional government of southern Sudan;

(2) Are conducted pursuant to specific authorization from the Office of Foreign Assets Control in the Department of the Treasury, or are expressly exempted under Federal law from the requirement to be conducted under such authorization;

(3) Consist of providing goods or services to marginalized populations of Sudan;

(4) Consist of providing goods or services to an internationally recognized peacekeeping force or humanitarian organization;

(5) Consist of providing goods or services that are used only to promote health or education; or

(6) Have been voluntarily suspended.

"Sensitive technology"

(1) Means hardware, software, telecommunications equipment, or any other technology that is to be used specifically-

(i) To restrict the free flow of unbiased information in Iran; or

(ii) To disrupt, monitor, or otherwise restrict speech of the people of Iran; and

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(2) Does not include information or informational materials the export of which the President does not have the authority to regulate or prohibit pursuant to section 203(b)(3) of the International Emergency Economic Powers Act (50 U.S.C. 1702(b)(3)).

"Service-disabled veteran-owned small business concern"

(1) Means a small business concern

(i) Not less than 51 percent of which is owned by one or more service-disabled veterans or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more service-disabled veterans; and

(ii) The management and daily business operations of which are controlled by one or more service-disabled veterans or, in the case of a service-disabled veteran with permanent and severe disability, the spouse or permanent caregiver of such veteran.

(2) Service-disabled veteran means a veteran, as defined in 38 U.S.C. 101(2), with a disability that is service-connected, as defined in 38 U.S.C. 101(16).

"Small business concern" means a concern, including its affiliates, that is independently owned and operated, not dominant in the field of operation in which it is bidding on Government contracts, and qualified as a small business under the criteria in 13 CFR Part 121 and size standards in this solicitation.

"Small disadvantaged business concern, consistent with 13 CFR 124.1002," means a small business concern under the size standard applicable to the acquisition, that--

(1) Is at least 51 percent unconditionally and directly owned (as defined at 13 CFR 124.105) by--

(i) One or more socially disadvantaged (as defined at 13 CFR 124.103) and economically disadvantaged (as defined at 13 CFR 124.104) individuals who are citizens of the United States; and

(ii) Each individual claiming economic disadvantage has a net worth not exceeding $750,000 after taking into account the applicable exclusions set forth at 13 CFR 124.104(c)(2); and

(2) The management and daily business operations of which are controlled (as defined at 13.CFR 124.106) by individuals, who meet the criteria in paragraphs (1)(i) and (ii) of this definition.

"Subsidiary" means an entity in which more than 50 percent of the entity is owned

(1) Directly by a parent corporation; or

(2) Through another subsidiary of a parent corporation.

"Successor" means an entity that has replaced a predecessor by acquiring the assets and carrying out the affairs of the predecessor under a new name (often through acquisition or merger). The term "successor" does not include new offices/divisions of the same company or a company that only changes its name. The extent of the responsibility of the successor for the liabilities of the predecessor may vary, depending on State law and specific circumstances.

"Veteran-owned small business concern" means a small business concern

(1) Not less than 51 percent of which is owned by one or more veterans(as defined at 38 U.S.C.

101(2)) or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more veterans; and

(2) The management and daily business operations of which are controlled by one or more veterans.

"Women-owned business concern" means a concern which is at least 51 percent owned by one or more women; or in the case of any publicly owned business, at least 51 percent of its stock is owned by one or more women; and whose management and daily business operations are controlled by one or more women.

"Women-owned small business concern" means a small business concern --

(1) That is at least 51 percent owned by one or more women or, in the case of any publicly owned business, at least 51 percent of the stock of which is owned by one or more women; and

(2) Whose management and daily business operations are controlled by one or more women.

"Women-owned small business (WOSB) concern eligible under the WOSB Program (in accordance with 13 CFR part 127)," means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business operations of which are controlled by, one or more women who are citizens of the United States.

(b)

(1) Annual Representations and Certifications. Any changes provided by the offeror in paragraph (b)(2) of this provision do not automatically change the representations and certifications posted on the SAM website.

(2) The offeror has completed the annual representations and certifications electronically via the SAM website accessed through https://www.acquisition.gov. After reviewing the SAM database information, the offeror verifies by submission of this offer that the representation and certifications currently posted electronically at FAR 52.212-3, Offeror Representations and Certifications-Commercial Items, have been entered or updated in the last 12 months, are current, accurate, complete, and applicable to this solicitation (including the business size standard applicable to the NAICS code referenced for this solicitation), as of the date of this offer and are incorporated in this offer by reference (see FAR 4.1201), except for paragraphs ____________.

[Offeror to identify the applicable paragraphs at (c) through (u) of this provision that the offeror has completed for the purposes of this solicitation only, if any. These amended representation(s) and/or certification(s) are also incorporated in this offer and are current, accurate, and complete as of the date of this offer. Any changes provided by the offeror are applicable to this solicitation

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only, and do not result in an update to the representations and certifications posted electronically on SAM.]

(c) Offerors must complete the following representations when the resulting contract is to be performed in the United States or its outlying areas. Check all that apply.

(1) Small business concern. The offeror represents as part of its offer that it [_] is, [_] is not a small business concern.

(2) Veteran-owned small business concern. [Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents as part of its offer that it [_] is, [_] is not a veteran-owned small business concern.

(3) Service-disabled veteran-owned small business concern. [Complete only if the offeror represented itself as a veteran-owned small business concern in paragraph (c)(2) of this provision.] The offeror represents as part of its offer that it [_] is, [_] is not a service-disabled veteran-owned small business concern.

(4) Small disadvantaged business concern. [Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.]The offeror represents that it [_] is, [_] is not, a small disadvantaged business concern as defined in 13 CFR 124.1002.

(5) Women-owned small business concern. [Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.]The offeror represents that it [_] is, [_] is not a women-owned small business concern.

(6) WOSB concern eligible under the WOSB Program. [Complete only if the offeror represented itself as a women-owned small business concern in paragraph (c)(5) of this provision.] The offeror represents that-

(i) It [_] is, [_] is not a WOSB concern eligible under the WOSB Program, has provided all the required documents to the WOSB Repository, and no change in circumstances or adverse decisions have been issued that affects its eligibility; and

(ii) It [_] is, [_] is not a joint venture that complies with the requirements of 13 CFR part 127, and the representation in paragraph (c)(6)(i) of this provision is accurate for each WOSB concern eligible under the WOSB Program participating in the joint venture.

[The offeror shall enter the name or names of the WOSB concern eligible under the WOSB Program and other small businesses that are participating in the joint venture: _________.] Each WOSB concern eligible under the WOSB Program participating in the joint venture shall submit a separate signed copy of the WOSB representation.

(7) Economically disadvantaged women-owned small business (EDWOSB) concern. [Complete only if the offeror represented itself as a WOSB concern eligible under the WOSB Program in (c)(6) of this provision.] The offeror represents that-

(i) It [_] is, [_] is not an EDWOSB concern, has provided all the required documents to the WOSB Repository, and no change in circumstances or adverse decisions have been issued that affects its eligibility; and

(ii) It [_] is, [_] is not a joint venture that complies with the requirements of 13 CFR part 127, and the representation in paragraph (c)(7)(i) of this provision is accurate for each EDWOSB concern participating in the joint venture. [The offeror shall enter the name or names of the EDWOSB concern and other small businesses that are participating in the joint venture: _____________.] Each EDWOSB concern participating in the joint venture shall submit a separate signed copy of the EDWOSB representation.

Note: Complete paragraphs (c)(8) and (c)(9) only if this solicitation is expected to exceed the simplified acquisition threshold.

(8) Women-owned business concern (other than small business concern). [Complete only if the offeror is a women-owned business concern and did not represent itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents that it [_] is, a women-owned business concern.

(9) Tie bid priority for labor surplus area concerns. If this is an invitation for bid, small business offerors may identify the labor surplus areas in which costs to be incurred on account of manufacturing or production (by offeror or first-tier subcontractors) amount to more than 50 percent of the contract price:

(10) HUBZone small business concern. [Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents, as part of its offer, that--

(i) It [_] is, [_] is not a HUBZone small business concern listed, on the date of this representation, on the List of Qualified HUBZone Small Business Concerns maintained by the Small Business Administration, and no material changes in ownership and control, principal office, or HUBZone employee percentage have occurred since it was certified in accordance with 13 CFR part 126;

and

(ii) It [_] is, [_] is not a HUBZone joint venture that complies with the requirements of 13 CFR part 126, and the representation in paragraph (c)(10)(i) of this provision is accurate for each HUBZone small business concern participating in the HUBZone joint venture. [The offeror shall enter

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the names of each of the HUBZone small business concerns participating in the HUBZone joint venture:

__________.] Each HUBZone small business concern participating in the HUBZone joint venture shall submit a separate signed copy of the HUBZone representation.

(d) Representations required to implement provisions of Executive Order 11246 --

(1) Previous contracts and compliance. The offeror represents that --

(i) It [_] has, [_] has not, participated in a previous contract or subcontract subject to the Equal Opportunity clause of this solicitation; and

(ii) It [_] has, [_] has not, filed all required compliance reports.

(2) Affirmative…