91990024Q0052 0002.pdf

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods:

(a) By completing items 8 and 15, and returning or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by letter or electronic communication, provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

E. IMPORTANT: Contractor is not is required to sign this document and return copies to the issuing office.

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT 1. CONTRACT ID CODE

2. AMENDMENT/MODIFICATION NUMBER 3. EFFECTIVE DATE 4. REQUISITION/PURCHASE REQUISITION NUMBER 5. PROJECT NUMBER (If applicable)

7. ADMINISTERED BY (If other than Item 6) CODE

STANDARD FORM 30 (REV. 11/2016)

Prescribed by GSA FAR (48 CFR) 53.243

FACILITY CODE

9A. AMENDMENT OF SOLICITATION NUMBER

9B. DATED (SEE ITEM 11)

10A. MODIFICATION OF CONTRACT/ORDER NUMBER

10B. DATED (SEE ITEM 13)

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers is extended. is not extended.

12. ACCOUNTING AND APPROPRIATION DATA (If required) copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NUMBER AS DESCRIBED IN ITEM 14.

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER NUMBER

IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation data, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15C. DATE SIGNED

15A. NAME AND TITLE OF SIGNER (Type or print)

16C. DATE SIGNED

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

PAGE OF PAGES

6. ISSUED BY CODE

8. NAME AND ADDRESS OF CONTRACTOR (Number, street, county, State and ZIP Code) (X)

CODE

15B. CONTRACTOR/OFFEROR

(Signature of person authorized to sign)

16B. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

Previous edition unusable

The Department is addressing one final question and ensuring that the solicitation complies with the FAR Part 19. The question is why do small businesses have to submit a Small Business Participation Plan? The solicitation has been revised to clarify that Small Businesses should submit a Volume 4. Small Businesses ...See Continuation Page

1 16

91990024Q00520002 MAY 16, 2024

91990024Q0052

MAY 03, 2024

See Schedule

Continuation Page

Continued from Block 14...

may state "per FAR 52.219-9 (a) "This clause does not apply to small business concerns" within their Volume 4.

Please note this Amendment 2 does NOT revise the Quote due date.

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Attachment Page

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DEPARTMENT OF EDUCATION

Office of Career, Technical and Adult Education (OCTAE)

Using Standards-in-Action (SIA) Resources and Professional Development (PD)

Request for Quote

#91990024Q0052

UNITED STATES DEPARTMENT OF EDUCATION

OFFICE OF FINANCE AND OPERATIONS

OFFICE OF ACQUISITION, GRANTS, AND RISK MANAGEMENT

PAGE 4 OF 16 91990024Q00520002

REQUEST FOR QUOTE INSTRUCTIONS FOR

UTILIZING

FAR 13.5 Simplified Procedures for Certain Commercial Products and Services

This is an addendum to 52.212-1. The services being sought under this requirement are for a qualified vendor to scale and strengthen Standards-in-Action (SIA) training and technical assistance (TTA) resources and professional development for the Office of Career, Technical and Adult Education

(OCTAE), Division, of Adult Education and Literacy (DAEL), to continue to meet the needs of adult educators through technical assistance and training in 1) implementing and sustaining standards in the classroom and improving learner outcomes; and 2) helping to ensure all adult learners can obtain the knowledge and skills necessary for post-secondary education and training and economic self-sufficiency.

The contractor is expected to demonstrate command of requisite knowledge, skills, abilities, and expertise in the areas outlined in the Performance Work Statement (PWS) and show a thorough understanding of the proposed tasks as specified in the PWS. If the contractor is unable to demonstrate expertise in all areas outlined in the PWS, said contractor is expected to specify which partner organizations they plan to work with and how they plan to partner to meet the demonstrated expertise requirements and achieve the goals and objectives outlined in the PWS. The technical quote should meaningfully address the specifications in the PWS, not simply repeat the language. Innovative and thoughtful solutions to meet the projects’ goals and objectives are expected.

The requirement will be solicited utilizing the procedures at FAR Part 13.5, on an unrestricted basis.

Period of Performance and Contract Type

The base period of performance is fourteen months. There is a ten month option period. It is anticipated that this Contract shall be awarded as a performance-based, firm-fixed-price contract.

SPACE INTENTIONALLY LEFT BLANK

General Information

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The U.S. Department of Education (Department) is issuing this Request for Quote (RFQ) under Sam.gov as an unrestricted solicitation. The North American Industry Classification System (NAICS) code for this requirement is 611710, Educational Support Services, the size standard is $24M. The Department intends to award a single fixed priced contract as a result of this RFQ. The period of performance will consist of one fourteen-month base period and a ten-month option period.

Funds are not presently available for this Contract. The Department’s obligation under this Contract is contingent upon the availability of appropriated funds from which payment for Contract purposes can be made. No legal liability on the part of the Department for any payment may arise until funds are made available to the Contracting Officer (CO) for this Contract and until the Contractor receives notice of such availability, to be confirmed in writing by the CO.

This is a solicitation using the Simplified Acquisition Methods of FAR 13.5. The procedures in FAR

Subpart 15.3 do not apply to this acquisition. The use of this simplified acquisition method does not obligate the Department to determine a competitive range, conduct discussions with any contractors, solicit proposals or revisions thereto, or use any other source selection techniques associated with subpart

15.3.

Quote Affordability: The Department seeks quotes with a total evaluated price of less than

$1,200,000.00, this amount is inclusive the 52.217-8 Option Period. Offerors should not interpret this figure as a ceiling (or as a floor) on quotes; rather, this information is provided as a courtesy to prospective offerors. The Department may select a quote for award with a price below, at, or exceeding this figure if it finds that quote provides the best value and funds are available.

The offeror’s quote must be submitted electronically. The quote must be received by the Department before the quote submission deadline. Quotes must remain valid for a period of 60 days after quote submission. It is the responsibility of the offeror to allow adequate time to submit the quote’s files before the quote submission deadline. Offeror must have an active registration with the Department’s System for

Award Management, SAM.gov, at time of quote submission.

The Department's preference is to evaluate quotes and award a Contract without exchanges with the offerors. However, the Department reserves the right to engage in clarification-like exchanges with all offerors. The Department may reject any or all quotes if such action is in the public interest and waive informalities and minor irregularities in quotes received.

The quote must be received at or before May 22, 2024, by 10:00 AM EDT. Quotes must be submitted electronically to the Points of Contact listed below:

• Michael Rivera, Contract Specialist (Email: michael.rivera@ed.gov)

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

The Department’s email system cannot handle emails larger than 20 Megabytes (MB). Quote submissions must be broken up into separate emails if necessary to accommodate size limitations, with each email identified (e.g., Company Quote Submission 1 of 3, Company Quote Submission 2 of 3, etc.). Electronic file names must not contain special characters (e.g., #, *, ?, (, ), {, }, %, >, <, /, \, $, |). Quotations will not

REQUEST FOR QUOTE INSTRUCTIONS

PAGE 6 OF 16 91990024Q00520002

be after the quote submission deadline date and time. Quotes will be rejected for surpassing the email size limitation, so please allow enough time for quote submissions. A confirmation receipt will be sent from the Contract Specialist (CS) when the quote is received.

All questions in response to this RFQ must be received at or before May 10, 2024, by 10:00 AM ET.

Questions submitted after this date and time will not be considered unless the CO/SSA determines otherwise. Questions must be submitted electronically to the Points of Contact listed below:

• Michael Rivera, Contract Specialist (Email: michael.rivera@ed.gov)

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

Offerors must submit questions in an MS Excel file following a format like the table below:

Questions Format

Question

No.

Reference

Question

Category Question

RFQ, PWS, or attachments, and

Section

Contract or

Technical Question

Answers to submitted questions will be provided to all offerors who were sent the RFQ via an RFQ amendment.

Any exceptions to the RFQ’s terms and conditions must be fully explained and justified and provided in the response to this quote.

The quotes shall consist of five (5) Volumes. The volumes are: (1) Executive Summary, (2) Technical

Quote, (3) Past Performance, (4) Small Business Subcontracting Plan, and (5) Price/Business Quote.

Offerors shall submit all information that the offeror wishes to have considered with the initial quote. The quote shall be clear, concise, and shall include sufficient detail for effective evaluation and for substantiation of the validity of stated claims. The offeror shall present the information in sufficient detail for effective evaluation of the offeror’s quote against the evaluation criteria. The offeror shall not simply rephrase or restate the Government’s requirements. The offeror shall assume the Government has no prior knowledge of its capabilities and experience. Offeror’s quotes with vague statements such as “will comply,” “noted,” and “understood,” etc. represent weakness upon their use. The quotes shall address the requirements and not simply repeat the language.

The offeror shall submit documentation demonstrating their approach for satisfying the requirements of this request for quote. The Government will base its evaluation on the information presented in the offeror’s quote unless stated otherwise. The offeror shall describe its quote, through the use of graphs, charts, diagrams and narrative, in sufficient detail for the Government to understand and evaluate the nature of the approach. The offeror is encouraged to exercise independent judgment with respect to the best methods of attaining the objectives of this task order.

It is understood that the quote will become part of the official contract file; therefore, it will not be returned.

The Government is not obligated to pay any cost for the preparation and submission of a quote. The

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Contracting Officer is the only individual who can legally commit the Government to the expenditure of public funds in connection with this acquisition. The Government is not obligated to pay any cost for the preparation and submission of the quote.

QUOTE SUBMISSION REQUIREMENTS

1. The offeror’s quote must include all information requested and must be submitted in accordance with these instructions. The quote must be compliant with the requirements as stated in the

Performance Work Statement (PWS). Quotes found to be deficient will not be evaluated any further and removed from consideration as they meet the definition of Unsatisfactory. Each offeror’s quote will be evaluated to determine compliance with the RFQ requirements, including terms and conditions, representations and certifications, and technical requirements (quote instructions, quote submission requirements, quote content requirements). Unsatisfactory quotes will be ineligible for award.

2. The offeror’s quote is presumed to represent its best efforts to respond to the RFQ. All inconsistencies, whether real or apparent, between the conveyed performance and price must be explained in the quote. The evaluation will be based on an assessment of the information submitted in the Offeror’s quote and other evaluation information available to the Department. It is imperative that the quote innovatively addresses the requirements in the PWS and does not simply repeat the language of the PWS. All assumptions will be evaluated as part of the individual factor or sub-factor to which they apply. The Department reserves the right to reject any quote that includes any assumption(s) or conditions that impact or affect satisfying the Department’s requirements.

3. Comparative Evaluation: Following receipt of responses, the Department may perform a comparative evaluation (comparing contractor responses to one another) to select the contractor that is best suited and provides the best value, considering the evaluation factors and subfactors and their relative importance within this request for quote.

4. Award on Initial Responses: The Department anticipates selecting the best-suited contractor from initial responses, without engaging in exchanges with contractors. Contractors are strongly encouraged to submit their best technical solutions and price in response to this RFQ.

5. Exchanges with Best-Suited Contractor: Once the Department determines the contractor that is the best-suited (i.e., the apparent successful contractor), the Department reserves the right to communicate with only that contractor to address any remaining issues, if necessary, and finalize a call order with that contractor. These issues may include technical, past performance and price. If the parties cannot successfully address any remaining issues, as determined pertinent at the sole discretion of the Department, the Department reserves the right to communicate with the next best-suited contractor based on the original analysis and address any remaining issues. Once the

Department has begun communications with the next best-suited contractor, no further communications with the previous contractor will be entertained until after the call order has been awarded. This process must continue until an agreement is successfully reached and a call order is awarded.

6. Content Requirements. All information must be confined to the appropriate Volume. Proprietary information must be clearly marked as such. Each Volume of the quote must consist of a Title Page

(Title of the Volume), Table of Contents, and the narrative or information being requested within the instructions to offerors. Appendices must have a Title Page (Name of Appendix, i.e., Appendix 1, Appendix 2). The cover of the quote and the header of each volume page should contain the title

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“Using Standards-in-Action Resources and Professional Development 2.0”.

7. No pricing information shall be in any volumes other than, Volume 4, Factor IV – Price/Business

Quote. The technical quote will NOT contain any reference to specific prices, but resource information (e.g., staff hours) shall be included so that the offeror’s understanding of the scope of the work may be evaluated by the Technical Evaluation Panel (TEP).

8. Each volume shall be submitted separately in accordance with the table below. Each volume shall be written on a stand-alone basis so that its contents may be evaluated with no cross-referencing to other factors or volumes of the quote. The use of hyperlinks in the quote is prohibited except within the table of contents. Quotes must adhere to the page count limitations below.

9. Each file name submitted shall be with the Volume number first, then the Volume Title/Description, then SIA, and lastly the company name which may be abbreviated. For example, “Vol 1 Technical

SIA Company Name”.

10. Contents of files must print on Letter 8 ½” by 11”. The technical quote shall be submitted searchable PDF format. The quote should be written no less than single spaced in no smaller than

12-point font for text, Times New Roman font, 10-point font or larger for tables, and 10-point font or larger for graphics. Margins should be no smaller than 1 inch on all sides.

11. The technical quote must be limited to a total of 20 pages. The page limit excludes only the cover page; the table of contents; resumes (Appendix 1); letters of commitment from consultants and key personnel (Appendix 2).

Appendix 1:

In Appendix 1, the offeror shall include resumes for all key personnel. Each resume is limited to two (2) pages and shall share a common format an organization. Resumes will not count toward the overall technical quote page limit. Resumes shall follow the formatting restrictions described above.

Appendix 2:

In Appendix 2, the offeror shall include letters of commitment from all proposed consultants and key personnel not currently employed by the offeror shall be included, if applicable. Each letter shall be signed by the staff member and shall indicate that the staff member is committed to begin work should the offeror be awarded this order. The letter shall state that all negotiations regarding salary and benefits have been finalized and agreed upon. Letters of commitment shall not count toward the overall page limit of the technical quote.

Appendix 3:

In Appendix 3, the offeror shall include the Quality Control Plan. The plan should demonstrate how well the offeror will manage performance risks and ensure that all deliverables are timely, complete, and free of errors.

Appendix 4:

In Appendix 4, the offeror shall include the staff loading chart. The chart should clearly indicate the relationship between staff qualifications and proposed task assignments.

12. File Packaging: Files shall be in read-only format, using PDF files except that all price breakdown information shall be submitted in Microsoft Office Excel unprotected format and viewable in

Microsoft Excel versions 2010 and later. Please note – Self extracting .exe files are not acceptable.

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Volume Title/Description Page

Maximum

1 Executive Summary N/A

Factor I: Technical

Section I – Subfactor I - Technical Approach

Section II – Subfactor II - Staffing Plan and

Key Personnel

Section III – Subfactor III – Management

Approach

• Appendix 1 (not included in page count)

• Appendix 2 (not included in page count)

• Appendix 3 (not included in page count)

• Appendix 4 (not included in page count)

20 pages

3 Factor II: Past Performance 15 pages

4 Factor III: Small Business Subcontracting Plan NA

5 Factor II: Price/Business Quote N/A

QUOTE CONTENT REQUIREMENTS

Volume 1 - Executive Summary: This Volume must include the following information: (1) RFQ number; (2) Company’s Name, address, SAM unique entity ID, Tax ID No.; (3) requirement title; (4) point of contact and alternate contract, including last name, first name, telephone, and email; (5) administrative point of contact, including last name, first name, street address, city, state, zip code, telephone, and email (this is the individual that will be administering the contract in accordance with clause 306-8 CONTRACT ADMINISTRATOR FEB 1985); (6) date quote submitted; (7) quote expiration date (valid minimum 60 calendar days); (8) SAM record print out of the company/offeror ’s

“Core Data.”; (9) Completed Representations and Certifications or provide a statement that states that the Representations and Certifications located within SAM.gov for “Your Company’s Name Here”, is current accurate and complete. (10) Completed RFQ Provisions as required to include 3452.209-70

CONFLICT OF INTEREST CERTIFICATION (MAY 2011) (Both Prime and Subcontractors). (11)

Written acknowledgement of all amendments either by providing a statement, “Contractor acknowledges all amendments” or provide signed SF30(s) within the Executive Summary. (12) Place of Performance, full address to include zip code.

Volume 2 - FACTOR 1 - Technical

Subfactor I – Technical Approach

The contractor must provide a detailed narrative which fully describes the technical approach being proposed to meet the Department’s requirements identified in the PWS on a task and

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subtask basis. The narrative must be clearly written, coherent, well organized by task/subtask, and demonstrates a commitment to thoroughness and detail. This narrative must include the following:

a. The narrative must describe the proposed technical approach for accomplishing all tasks and subtasks.

b. Offeror must provide a timeline that addresses all tasks and subtasks.

c. A detailed preliminary outline describing the vendor’s technical approach to meeting the requirements of the PWS.

d. The narrative must describe the offeror’s plan to identify and mitigate risks to include what actions will be taken to alleviate risk.

Subfactor II – Staffing Plan and Key Personnel

The contractor must provide a detailed narrative describing its staffing approach for providing a team with the appropriate knowledge, skills, and abilities to support the Department’s goals and objectives for this requirement. The narrative must describe the staffing approach to ensure a stable and qualified workforce over the life of the contract. The staffing approach section must not include any pricing information.

The staffing approach must:

1. Include a narrative that describes the qualifications of proposed key personnel, this includes proposed subcontractor, partner, consultants, and subject matter experts who are designated as key personnel, detailing their knowledge, competencies, technical skills, educational background, professional certifications, and relevant adult education work experience in performing work that is similar to the size, scope, and complexity to that outlined in the

PWS. Specifically, the staffing approach must:

a. Provide a concise summary of each key personnel’s separate duties and responsibilities as proposed for this project.

b. Discuss the relationship between the key personnel’s expertise and past experience to the proposed assigned role for this requirement.

c. Provide up to three project examples demonstrating the experience of individuals designated as key personnel assigned in the proposed roles. Project examples must be relevant examples of similar size, scope, form and complexity to the subject requirements.

d. The narrative provides specific details on how the expertise of the key personal aligns with the commitment of time to fulfill the proposed role under the contract. A staff loading chart is to be provided which will identify the names of key personnel for each task as well as level of effort in hours to be allocated for each person for each task. Identify the hours allotted to other projects and their duration and percentage of time Key Personnel are dedicated to the task.

Factor I – Subfactor III – Management Approach

The contractor is to provide a proposed approach for managing the multiple tasks identified in the PWS. The proposed approach must identify the methodologies, techniques, and tools that the contractor will use to manage the requirements identified

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in the PWS. The management approach must describe the following:

a. The approach provides a clear explanation of how problems under the contract will be identified and how the contractor will work to remedy/resolve them.

b. The approach demonstrates effective control of the completion of tasks and resource allocations that will ensure the timely completion of tasks/deliverables within the proposed budget.

c. The approach provides evidence of strong corporate commitment to managerial oversight as evidenced by clear and effective approach to problem identification and resolution, and/or clear corporate structure for contract oversight.

d. The approach describes a well written, clear quality control plan that meets the standards set forth in the RFQ. The plan should demonstrate how well the contractor will manage performance risks and ensure that all deliverables are timely, complete, and free of errors. (Place Quality Control Plan within Appendix 3).

e. The approach demonstrates sufficient corporate capacity, including the number of highly skilled staff with subject matter expertise to support the work required under the PWS.

Volume III – Factor II: Past Performance

Contractors must provide narrative descriptions for up to three (3) completed or presently ongoing contracts/projects for the prime Offeror and no more than two (2) for completed or presently ongoing contracts/projects for the major subcontractors. Performance is to be completed within the past five (5) years from the date of issuance of the final request for quote or the performance referenced is presently active for greater than one year. These narratives are to be relevant to the services required by this request for quote.

A maximum of five narratives may be provided. Information concerning the prime Contractor must be provided first, followed by each of the proposed major subcontractors, in alphabetical order. The Contractor must also submit the written consent of its major subcontractors to allow the disclosure of its subcontractor’s past performance information to the Contractor. In addition, letters of commitment must be included for all major subcontractors, or their past performance will not be considered. The letters of commitment are to be attached to each narrative.

A “major subcontractor” is defined as a member of the Contractor’s overall team who is expected to perform 10% of the total proposed price or greater. A “recent” contract is defined as completed within the past five (5) years from the date of issuance of the final solicitation or the performance is presently active for greater than one year. These narratives are to be relevant to the efforts required by this request for quote. A relevant contract is defined as having similarity of service/support, complexity, dollar value, contract type, and degree of subcontract/teaming to the effort to be acquired through this source selection.

The Department reserves the right to use alternative resources to gather past performance information. The Department may independently obtain information from other sources, which may be used to evaluate past performance against the requirements set forth in the request for

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quote.

Past performance information is used to assess how well the Contractor or major subcontractor(s) performed on completed contracts for the same or similar services as an indicator of how well they will perform the proposed requirements. Contractors with no past performance must provide a response stating this.

This volume must be organized into the following sections:

1. Section I – Contract Descriptions. This section must include the following information in the following format and must clearly indicate how the contract effort is both recent and relevant:

a. Name of the Contractor

b. Contractor/Subcontractor place of performance

c. SAM Unique Entity ID (if the subcontractor possesses one)

d. Identify work reference as the Prime or as a Subcontractor.

i. Work was performed as a subcontractor, identify reference as such, and provide the name of the prime contractor that the work was performed under along with the Point of Contact (POC) within the prime contractor organization (name, and current address, email address, and telephone number).

e. Procuring or Government contracting activity, and current address, Procuring

Contracting Officer's or Agent’s name, e-mail address, telephone numbers.

f. Procuring activities technical representative/Government Contracting Officer’s

Representative (COR), and current e-mail address, telephone number.

g. Procuring activities contract administration point of contact or the Administrative

Contracting Officer's name, and current e-mail address, telephone number.

h. Procuring Activities Requirement Identification Information or Government

Contract Number and, in the case of Indefinite Delivery type contracts, GSA contracts, and Blanket Purchase Agreements, include Delivery Order Numbers.

i. Contract Type (specific type such as Time and Materials (T&M), Firm Fixed Price

(FFP) or Cost-Plus Fixed Fee (CPFF)). In the case of Indefinite Delivery contracts, indicate specific type (Requirements, Definite Quantity, and Indefinite Quantity) and secondary contract type (T&M, FFP, CPFF, etc.).

j. Awarded price/cost.

k. Final or projected final price/cost.

l. Original delivery schedule, including dates of start and completion of work.

m. Final or projected final delivery schedule, including dates of start and completion of work.

2. Section II – Performance. Contract narratives must describe the objectives achieved and detail how the effort is similar to the requirements of this request for quote including

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skills mix.

a. For any contracts that did not/do not meet original cost, schedule or technical performance requirements provide a brief explanation of the reason(s) for the shortcomings and any corrective actions taken to avoid recurrence.

b. The Offeror must list each time the delivery schedule was revised and provide an explanation of why the revision was necessary.

c. The Offeror must also provide a copy of any Cure Notices or Show Cause Notices received on each contract and a description of any corrective action taken. The offeror must indicate if any of the contracts listed were terminated and the type and reasons for the termination.

d. The Offeror must identify any problems encountered during performance and how they were resolved and any other constraints similar to those expected to be encountered in performance of this request for quote.

Volume 4 – Factor III – Small Business Subcontracting Plan

All contractors (both other than small businesses and small businesses) must provide a small business

Subcontracting plan. For Small Businesses they can state, in their Volume 4, per FAR 52.219-9 (a)

“This clause does not apply to small business concerns”. Quotes for Other than Small Businesses must detail a partnership with at least one subcontractor who satisfies one or more of the socio-economic business types. The plan must describe the specific services to be performed by that subcontractor. The relevant small business types include: small business, veteran-owned small business, service-disabled veteran-owned small business, HUBZone small business, small disadvantaged business, and women-owned small business. Quotes not meeting the Small Business Subcontracting plan requirements for one or more of these business size and socio-economic categories will not be eligible for award.

The plan must include at a minimum:

• The name and Unique Entity ID of each of the firm(s) included in the plan

• The specific services to be performed by each firm(s)

• The NAICS code (appropriate to the planned subcontract) supporting each firm’s size

The Contractor must provide evidence of any enforceable commitments in place between itself and the participating small business(es). Each small business subcontractor identified must be accompanied by detailed supporting documentation regarding the individual commitments.

Volume 5 - Factor II - Price/Business Quote

The Contractor must submit a Price/Business Quote. Prior to submission, the contractor must verify that the contents of the Price/Business Quote (PDF and Microsoft Excel Workbook) are mathematically accurate (including rounding), and the supporting data reconciles in the quote. The Price/Business Quote must contain all of the Department requested information. Information must be completed and in sufficient detail for the Department to make a fair and reasonable price determination. The CO may

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reject a quote if proposed prices are found not to be fair and reasonable. There is no page limitation to the Price/Business Quote.

The Price/Business Quote cover page must include the following information:

Base Pd OP1 52.217-8

Option

Total

Price

SIA

a. Cover page: A cover sheet with the name and address of the firm and the offeror’s unique entity ID number, signed by an officer of the firm. The cover sheet should also include the date, the point of contact (name, phone number, email address) of a company representative who can answer any questions that the Department may have and is authorized to conduct negotiations on behalf of the offeror.

b. Statements: The Price/Business Quote must include a statement advising that the offer is firm for a period of at least 60 calendar days from the quote submission date and a statement certifying that the offeror has an active SAM registration. The offeror must have an active SAM registration at time of quote submittal to be eligible for award.

c. Abstract: A one-page summary must be provided, abstracting the quote’s contents in language understandable to an informed layperson. The abstract must indicate full acceptance of the RFQ’s requirements or provide detailed exceptions to the RFQ or assumption justifications.

d. Price/Business Quote Details: At the beginning of the Price/Business Quote, there must be a summary table showing the offeror’s prices, which includes the base requirement and all option periods of performance. The table below is provided as an example summary. The Department will evaluate the offeror’s Price/Business Quote based on Total Evaluated Price, which is calculated using the following formula: (Base+ OP1+ 52.217-8 Option = Total Price). The price for the Federal

Acquisition Regulation (FAR) 52.217-8 extension period will be calculated by dividing the total price of OP1 by 10 to arrive at the monthly price and then multiplying by 6 for the 6-month extension.

e. Labor Categories and Labor Rates: The offeror must submit a complete Per-Task/Sub-Task Price

Buildup for each period. All mathematical/computational sections must be submitted in a Microsoft

Excel Workbook file, with all formulas preserved for the Department’s review. Vendors may add additional worksheets to Attachment D or provide a separate Microsoft Excel Workbook file. The complete price build‐up for this Contract must include the identification of proposed labor categories by named individuals, their functional labor category, level of effort, loaded hourly rate, extended labor price (i.e., labor hours x hourly labor rate), and other direct costs. Sample table provided below. The proposed price must be presented by task and subtask.

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The labor category by named individual must match resume name provided within the technical portion of the response. The Price/Business Quote must describe any applicable assumptions used to formulate the price build‐up. If a percentage rate is applied (e.g., “Technology Fee” at x%), the percentage and the rate the percentage is applied to must be clearly disclosed in the Price/Business

Quote (e.g., 40% of total labor costs). Contractors are encouraged to justify any proposed indirect rate(s) by explaining such rate’s its purpose and providing evidence of such rate’s reasonableness.

Contractors are encouraged to propose discounted rates to improve the competitiveness of their quote. The labor mix and labor categories proposed must be consistent with the personnel proposed in the Technical Quote in sufficient detail for the Department to have a reasonable understanding of the offeror’s planned technical approach, and the ability to review the consistency between the planned technical approach and the proposed pricing.

If the contractor proposes subcontractors, a separate price buildup (by task/subtask) must be submitted for each proposed subcontractor, and the subcontractor prices must be included in the offeror's total, firm‐fixed price, for the contract. The master price buildup for the contract, must clearly show which costs are associated with the prime and which costs are associated with each subcontractor. The subcontractor price buildup may be provided as a separate Microsoft Excel file or worksheets can be added to Attachment 1. If proprietary data will not be shared between the prime and subcontractor(s), each subcontractor’s Price/Business Volume may be submitted as a sealed volume directly to the CO and CS via email.

f. Completed Microsoft Excel Price Business Quote Workbook (Attachment D): To be considered for award, contractor must complete in its entirety the Price/Business Quote Workbook, Attachment

D. Failing to complete the provided Department Attachment D in its entirety will result in the entire business quote as non-responsive. The instructions provided in Attachment D must be followed. The contractor must provide proposed pricing for each period.

g. Payment Schedules: The contractor must submit a proposed payment schedule for the contract as separate Microsoft Excel file or separate tab/worksheet within Attachment D Price/Business Quote

Workbook. The payment schedule must be associated with each deliverable identified in the PWS.

Ongoing tasks may be broken down into monthly payments, but discrete deliverables must have discrete payments associated with them based on completion of a milestone associated with that deliverable.

The individual task proposed pricing amounts must total the contract proposed price amount. The payment schedule need not reference the deliverable due date, but must use the following format example:

Task ID Task

Description

Base

POP

OP1

52.217-8

Option

Example

Task Subtask

Labor Category by

Named Individual

(First and Last Name)

Functional Labor

Category

Level of Effort

(in hours)

Loaded hourly rate

Extended labor price (i.e., labor hours x labor rate)

Other Direct

Costs (ODC)

Total (Extended

Labor Price +

ODC(s))

Sample 1 1.1 Joe Bloggs Program Manager 25 $92.53 $2,313.25 $0.00 $2,313.25

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Subtask

1.1

Post Award

Kickoff meeting

Task 1.b Progress reports

As stated, 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). Please note that an offeror may not propose even payments divided by monthly deliverables across the entire period of performance

(e.g., an offeror may not propose 24 even payments and tie those even payments to a deliverable).