Amendment_000002.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

2 AMENDMENT/MODIFICATION NO.

000002

6. ISSUED BY CODE

3. EFFECTIVE DATE

08/15/2013

1. CONTRACT ID CODE

4. REQUISITION/PURCHASE REQ. NO.

PAGE OF

5. PROJECT NO

PAGES

(If applicable)

7 ADMINISTERED BY (If other than Item 6) CODE

USDA FOREST SERVICE

WO AQM IT SUPPORT BRANCH

PAN AMERICAN BLDG SUITE 200

101 B SUN AVE NE

ALBUQUERQUE NM 87109

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code)

CODE FACILITY CODE

00, X

9A AMENDMENT OF SOLICITATION NO.

AG-7604-S-13-0033

9B. DATED (SEE ITEM 1 1)

08/08/2013

10A MODIFICATION OF CONTRACT/ORDER NO.

10B. DATED (SEE ITEM 13)

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

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

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 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted; or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGEMENT TO BE RECEIVED AT virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12 ACCOUNTING AND APPROPRIATION DATA (If required)

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NO. 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 NO INITEM10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, 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)

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

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

The purpose of this Amendment is to make the following changes to the RFP:

1. The order of sub-factors within Mission Capability has changed from: Technical, Management, and Transition, to: Technical, Transition, and Management.

2. Required content of the Transition plan has changed.

3. As a result, the following pages of the RFP have changed and are attached: Pages 6 of

64, 8 of 64, 9 of 64, 10 of 64, 12 of 64, 17 of 64, 21 of 64 through 30 of 64.

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.

15A NAME AND TITLE OF SIGNER (Type or print) 16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

15B CONTRACTOR/OFFEROR

(Signature of person authorized to sign)

15C. DATE SIGNED

(Signature of Contracting Officer)

16C DATE SIGNED

NSN 7540-01-152-8070

Previous edition unusable

STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA

FAR (48 CFR) 53.243

THE SCHEDULE

SUPPLIES OR SERVICES AND PRICES/COSTS

1 SCHEDULE OF ITEMS

1.1 This is a Request for Proposal (RFP), you are hereby invited to submit a proposal in response to this notice. The Contractor shall be responsible for furnishing all labor, equipment, material, supplies, necessary qualified personnel, support and management and shall perform all functions necessary to perform work concerning Software as a Service for Reporting Incidents of Work Related Accidents in accordance with the Statement of Objectives, terms, conditions, and provisions listed herein.

1.2 All terms and conditions in the solicitation shall apply to the resulting contract. In responding to this RFP, it is the contractor's responsibility to provide current, relevant, complete and accurate information in their proposal.

1.3 The USD A expects to leverage Fixed Price Operations and Maintenance Service Bands in support of these identified requirements as well as future requirements. If all Agencies migrate to the contracted support, the contractor would be responsible for supporting an extensive user base of over 110,000 individuals.

SUPPLIES OR SERVICES AND PRICES

PERIOD OF PERFORMANCE: Base Year inclusive of Transition (September 27, 2013 to September 26,2014)

Item No.

FFP

Description

Transition (Including Data Migration"

Otv

U/I

MO

U/P

Total Price

The contractor shall provide all Necessary qualified personnel, services, Supervision and all other items necessary to accomplish this task as described in the Statement of Objectives (SOO) for providing Software as a Service (SaaS) for reporting incidents of work related accidents, injuries, illness and safety stories and for performing Workers' Compensation (WC) Case Management dated March 7, 2013.

Forest Service will be the first USDA Agency to transition, with the possibility of other USDA Agencies transitioning over the remaining life of this contract. Requests for a proposal will be issued to the contractor with specifics on each Agency requirements as Agencies identify desire to transition.

Negotiated results will be captured in a Modification to this CLIN to include schedule and transition costs as Agencies are brought on.

For the purpose of the initial proposal, the contractor should only Provide pricing for the FS transition effort.

Page 6 of64

PERIOD OF PERFORMANCE: Option Year 1 (September 27, 2014 to September 26, 2015)

Item No. Description Qty U/I U/P Total Est Price

1001 Transition 1 EA $ TBD $ TBD FFP (Including Data Migration)

The contractor shall provide all Necessary qualified personnel, services, Supervision and all other items necessary to accomplish this task as described in the Statement of Objectives (SOO) for providing Software as a Service (SaaS) for reporting incidents of work related accidents, injuries, illness and safety stories and for performing Workers' Compensation (WC) Case Management dated March 7, 2013.

Forest Service will be the first USDA Agency to transition, with the possibility of other USDA Agencies transitioning over the remaining life of this contract. Requests for a proposal will be issued to the contractor with specifics on each Agency requirements as Agencies identify desire to transition.

Negotiated results will be captured in a Modification to this CLIN to include schedule and transition costs as Agencies are brought on.

1002 Licenses 12 MO $ _$ FFP The contractor shall provide all Necessary qualified personnel, services, Supervision and all other items necessary to accomplish this task as described in the Statement of Objectives (SOO) for providing Software as a Service (SaaS) for reporting incidents of work related accidents, injuries, illness and safety stories and for performing Workers' Compensation (WC) Case Management dated March 7, 2013.

1003 Operations & Maintenance 12 MO See Below FFP The contractor shall provide all Necessary qualified personnel, services, Supervision and all other items necessary to accomplish this task as described in the Statement of Objectives (SOO) for providing Software as a Service (SaaS) for reporting incidents of work related accidents, injuries, illness and safety stories and for performing Workers' Compensation (WC) Case Management dated March 7, 2013.

Pricing based on 45,000-65,000 Users 12 MO $ $ Pricing based on 65,001-85,000 Users 12 MO $_ ~ $_ Pricing based on 85,001-105,000 Users 12 MO $ $ Pricing based on 105,001-125,000 Users 12 MO $ $

Page 8 of64

1004 Travel 1 NTE $75,000.00 CR In accordance with the Federal Travel Regulation (FTR)

Total Price $

PERIOD OF PERFORMANCE: Option Year 2 (September 27,2015 to September 26,2016)

Item No. Description Qty U/I U/P Total Est Price

FFP

Transition (Including Data Mi gration)

EA $ TBD $ TBD

The contractor shall provide all Necessary qualified personnel, services, Supervision and all other items necessary to accomplish this task as described in the Statement of Objectives (SOO) for providing Software as a Service (SaaS) for reporting incidents of work related accidents, injuries, illness and safety stories and for performing Workers' Compensation (WC) Case Management dated March 7, 2013.

Forest Service will be the first USDA Agency to transition, with the possibility of other USDA Agencies transitioning over the remaining life of this contract. Requests for a proposal will be issued to the contractor with specifics on each Agency requirements as Agencies identify desire to transition.

Negotiated results will be captured in a Modification to this CLIN to include schedule and transition costs as Agencies are brought on.

2002 Licenses 12 MO $ $ FFP The contractor shall provide all Necessary qualified personnel, services, Supervision and all other items necessary to accomplish this task as described in the Statement of Objectives (SOO) for providing Software as a Service (SaaS) for reporting incidents of work related accidents, injuries, illness and safety stories and for performing Workers' Compensation (WC) Case Management dated March 7, 2013.

Page 9 of64

2003 Operations & Maintenance 12 MO See Below FFP The contractor shall provide all Necessary qualified personnel, services, Supervision and all other items necessary to accomplish this task as described in the Statement of Objectives (SOO) for providing Software as a Service (SaaS) for reporting incidents of work related accidents, injuries, illness and safety stories and for performing Workers' Compensation (WC) Case Management dated March 7, 2013.

Pricing based on 45,000-65,000 Users 12 MO $ $ Pricing based on 65,001-85,000 Users 12 MO $ $ Pricing based on 85,001-105,000 Users 12 MO $ $ Pricing based on 105,001-125,000 Users 12 MO $ $

2004 Travel 1 NTE $75,000.00 CR In accordance with the Federal Travel Regulation (FTR)

Total Price $

PERIOD OF PERFORMANCE: Option Year 3 (September 27, 2016 to September 26, 2017)

Item No. Description Qty U/I U/P Total Est Price

3001 Transition 1 EA $ TBD $ TBD FFP (Including Data Migration)

The contractor shall provide all Necessary qualified personnel, services, Supervision and all other items necessary to accomplish this task as described in the Statement of Objectives (SOO) for providing Software as a Service (SaaS) for reporting incidents of work related accidents, injuries, illness and safety stories and for performing Workers' Compensation (WC) Case Management dated March 7, 2013.

Forest Service will be the first USDA Agency to transition, with the possibility of other USDA Agencies transitioning over the remaining life of this contract. Requests for a proposal will be issued to the contractor with specifics on each Agency requirements as Agencies identify desire to transition.

Negotiated results will be captured in a Modification to this CLIN to include schedule and transition costs as Agencies are brought on.

Page 10 of64

PERIOD OF PERFORMANCE: Option Year 4 (September 27, 2017 to September 26,2018)

Item No. Description Otv U/I U/P Total Est Price

4001 Transition 1 EA $ TBD $ TBD FFP (Including Data Migration)

The contractor shall provide all Necessary qualified personnel, services, Supervision and all other items necessary to accomplish this task as described in the Statement of Objectives (SOO) for providing Software as a Service (SaaS) for reporting incidents of work related accidents, injuries, illness and safety stories and for performing Workers' Compensation (WC) Case Management dated March 7, 2013.

Forest Service will be the first USDA Agency to transition, with the possibility of other USDA Agencies transitioning over the remaining life of this contract. Requests for a proposal will be issued to the contractor with specifics on each Agency requirements as Agencies identify desire to transition.

Negotiated results will be captured in a Modification to this CLIN to include schedule and transition costs as Agencies are brought on.

4001 Licenses 12 MO See Below FFP The contractor shall provide all Necessary qualified personnel, services, Supervision and all other items necessary to accomplish this task as described in the Statement of Objectives (SOO) for providing Software as a Service (SaaS) for reporting incidents of work related accidents, injuries, illness and safety stories and for performing Workers' Compensation (WC) Case Management dated March 7, 2013.

4002 Operations & Maintenance 12 MO See Below FFP The contractor shall provide all Necessary qualified personnel, services, Supervision and all other items necessary to accomplish this task as described in the Statement of Objectives (SOO) for providing Software as a Service (SaaS) for reporting incidents of work related accidents, injuries, illness and safety stories and for performing Workers' Compensation (WC) Case Management dated March 7, 2013.

Pricing based on 45,000-65,000 Users 12 MO $ $ Pricing based on 65,001-85,000 Users 12 MO $ $ Pricing based on 85,001-105,000 Users 12 MO $ $ Pricing based on 105,001-125,000 Users 12 MO $ $

Integrated Project Solution (IPS) Requirements Tab completed

• Transition

• Management III. Contract Documentation (Para 6.0) IV. Price (Para 7.0)

No Page Limit

No Page Limit

Requirements Tab not counted in page limit

September 6, 2013,* September 6, 2013,*

3.1 Proposal Format and Content

3.2.1 Page Limitations: Page limitations shall be treated as maximums. If exceeded, the excess pages will not be read or considered in the evaluation of the proposal and will not be returned to the Offeror.

Excess pages shall be destroyed along with all unsuccessful proposals. Page limits as response to ENs, once captured as part of final proposal revisions will not exceed initial proposal page limits. When both sides of a sheet of paper display printed material, it shall be counted as two pages. Each page shall be counted except: cover pages, tables of contents, cross-reference matrix, skill set matrix, tabs, and glossaries.

3.2.2 Page Size: Page size shall be 8.5x11 inches. Foldouts will be counted as two pages for each side.

Pages shall be single spaced. Except for the reproduced sections of the solicitation document, the text size shall be no less than Times New Roman 10 point. Use at least 1-inch margins on all sides of each page.

Pages shall be numbered sequentially by volume.

3.2.3 Tables, Charts, Graphs, and Figures: Legible tables, charts, graphs and figures shall be used wherever practical to depict organizations, systems and layout, implementation schedules, plans, etc.

These displays shall be uncomplicated, legible and shall not exceed 11x17 inches in size. For tables, charts, graphs and figures, the text shall be no smaller than 8 point.

3.2.4 Cross Referencing: To the greatest extent possible, each volume shall be written on a stand-alone basis so that its contents may be evaluated with minimal cross-referencing to other volumes or without impairing clarity. The Offeror shall provide a cross-reference matrix indicating the corresponding proposal paragraph in that section and/or volume which addresses the referenced item.

3.2.5 Glossary of Terms: Each volume shall contain a glossary of all abbreviations, acronyms and/or terms used, with an explanation for each. Glossaries do not count against the page limitations for their respective volumes.

3.2.6 Be sure to apply all appropriate markings including those prescribed in accordance with FAR 3.104-4, Disclosure, Protection, and Marking of Contractor Bid or Proposal Information and Source Selection Information.

3.2.7 Classified Information: Proposals shall not contain classified information.

3.2.8 Cost or Pricing Information: All cost or pricing information shall be addressed ONLY in the Price Volume.

Page 17 of64

4.3 PAST PERFORMANCE QUESTIONNAIRE

The Government will utilize the Past Performance Questionnaire in Attachment 3 as one of multiple sources of Past Performance information. Past performance questionnaires will only be accepted from the receiver of the goods or service, and may not be the prime or sub, at any level, in providing that product or service. The instructions for submitting the questionnaire are below.

1. The Past Performance Questionnaire in Attachment 3 shall be utilized as a means of gathering Past Performance information from the supplied references. The Offeror shall supply a copy of the questionnaire to the designated Rater for each reference.

2. The Entity shall request that the Raters return the completed questionnaires directly to the Government email address cited on the questionnaire on or before the due date.

a. The questionnaires shall be sent directly to the Government email address, not to the Offeror for forwarding to the Government. In accordance with FAR 15.306(e)(4), Government personnel shall not reveal the names of individuals providing reference information about an Offerer's past performance.

3. It is the responsibility of the Entity to assure that the Raters return the questionnaires by the due date.

4. Offerers should provide the Government with the most current data on each reference. Before including any person as a point-of-contact, verify the accuracy, currency, and completeness of the point-of-contact's e-mail address and telephone number. The inability to reach any of an Offerer's point-of-contacts or their unwillingness to provide the requested information may adversely affect the Government's ability to evaluate the Offerer's performance.

5.0 VOLUME II - MISSION CAPABILITY

5.1 General

The purpose of the Mission Capability Volume is to provide the Government the ability to evaluate the technical, Transition, and Management capability of the Offeror to perform SaaS for Reporting Incidents of Work Related Accidents. The Mission Capability proposal shall consist of the following sections:

Executive summary; Technical to include a Demonstration, a PWS, and completion of IPS Requirements Tab under SOO Attachment C; Transition; and Management. The Offerer's Mission Capability proposal shall be specific and complete. Legibility, clarity and coherence are very important. The Offerer's Mission Capability should provide as specifically as possible the actual methodologies that will be used and how a successful partnership with the Government will be established in accomplishing/satisfying the requirements. The Mission Capability Volume will be used to evaluate the Mission Capability of the Offerer's proposal and will be evaluated against the Mission Capability factors in this RFP.

5.2 Mission Capability Executive Summary

The Mission Capability Executive summary should address satisfaction of technical acceptability for the factors. The overall format of this section is at the discretion of the Offeror, but shall specifically indicate where material may be found for each major element of the factor evaluation criteria as defined in the RFP. Information provided in the executive summary will not be considered in the evaluation of any factor or sub-factor.

5.3 Technical

The Offeror shall define and describe the technical capability that will support SaaS for Reporting Incidents or Work Related Accidents. The Offerer's technical approach should provide an adequate description of approach tailored to the SOO requirements. The Performance Work Statement submitted, the Demonstration, SOO Attachment C, IPS Requirements table, and the Mission Capability proposal shall fully respond to the SOO and all Attachments. This should include, as a minimum, the processes, procedures, and related technical experience in the following:

1. Offerer's demonstrated knowledge and deployment of technology tools, processes and products to successfully meet or exceed the Government's defined requirements with minimal customization required

2. The solution's integration capabilities across Office of Safety and Occupational Health incident reporting and Workers' Compensation case management functionality to ensure minimal re-entry of data and allowing for tracking and reporting on all data elements

3. The solution's reporting capabilities, including standard as well as user defined ad hoc reporting, that demonstrate robust capabilities to perform analytical analysis, trending and case management functions

4. The solution's demonstrated ease of use to include intuitive user interfaces and context user help capabilities

5. Offerer's system access/performance standards including the secure maintenance of data

6. Offerer's data migration strategy to ensure full integration and no loss of historical data

5.3.1 Live Evaluation Demonstration. As part of the selection process, vendors submitting proposals will be asked to demonstrate their current capabilities in accordance with the Vendor Demonstration Scenarios (Attachment G to the Statement of Objectives). Only personnel who have significant time devoted to the project, as detailed in the staffing plan, will be allowed to demonstrate the proposed tool.

Vendor demonstrations will be held on 17-19 September 2013, in Washington DC. Vendors will be assigned a 2-hour time slot on one of the demonstration days. Demonstration times will be from 0800- 1000, 1100-1300, 1400-1600 and 1700-1900 local time on one of the three days. Upon receipt of proposals, the Contracting Officer will assign each vendor a two-hour time slot for demonstration.

Specifics about the demonstration location will be provided at this time. You must be available for a demonstration during your assigned time slot or you will be considered non-responsive and eliminated from further consideration. Detailed information concerning the location of the demonstration will be provided at that time. Vendors will be provided with an overhead projector and internet access only at the demonstration site, so if additional material is required, it will be the vendor's responsibility to bring that with them to the demonstration. You will be provided access to the demonstration location 15 minutes before your assigned time slot. Demonstrations will be limited to 2 hours, with a 15 minute question and answer period available for the Government to ask clarifying questions. Information not presented or demonstrated during the assigned time will not be considered. Demonstrations should include as a minimum:

1. Functional scenarios included in Attachment G, Section 5

2. Technical considerations and Questions included in Attachment G, Section 6

5.4 Transition

The proposal should demonstrate to the Government the Offerer's ability to implement transition from the current contract to full assumption of responsibility. This should include:

1. Compliance with PMI Methodology to include:

a. FitGap

b. Design and Configuration

c. User Acceptance Testing (UAT)

d. Fully functional pilot using live data

2. Detailed chronological sequence of events for the phase-in/transition

3. Proposed transition schedule and timeline that will ensure a smooth implementation of contract services and continuity of the support

4. Identify how the Offerer will identify phase-in risks as well as how those risks will be mitigated with minimal Government oversight

5. Exhibit that its personnel are properly cleared for contract performance upon completion of transition

6. For the phase-out period, how the contractor will maintain its existing staff throughout the implementation period for a new contractor

No additional staffing requirements are anticipated to complete the transition if a new contractor is awarded this contract.

5.5 Management

The Offerer shall define and describe the processes, tools, land approaches to be utilized in the management of providing SaaS for Reporting Incidents of Work Related Accidents. This should include:

1. Offerer's implementation strategy and timeline that meets the needs of the Government and ensures a smooth transition to the selected solution.

2. Offerer's training approach to ensure sufficient support is provided to users in the smooth and efficient use of the tool across the dispersed user community base.

3. Offerer's methodology for quality assurance (QA) and quality control (QC) to ensure proper completion of tasks.

4. Offerer's staffing approach to ensure the appropriate level of corporate commitment is devoted to the government.

5. Offerer's methodology that will be utilized for uninterrupted support will be provided during surges, exercises, contingencies, and other emergencies.

6. Offerer's approach for identifying, measuring, and documenting performance thresholds.

6.0 VOLUME III - CONTRACT DOCUMENTATION

6.1 Assumption, Conditions, or Exceptions To Terms and Conditions Exceptions taken to terms and conditions of the solicitation shall be identified. Each exception shall reference the paragraph and/or specific part or attachment of the solicitation to which it is taken, the page and paragraph number, and justification for why the requirement will not be met. Provide rationale in support of the exception and fully explain its impact, if any, on the performance, schedule, cost, and specific requirements of the solicitation. Failure to comply with the terms and conditions of the solicitation may result in the Offerer being removed from consideration for award.

6.2 Contract Documentation Executive Summary

Within the Contract Documentation Executive Summary, the Offerer shall state that its proposal is valid for at least 120 days. Also, the Offerer shall include a contact list (with phone numbers, fax numbers, mailing addresses, e-mail addresses, etc.) of all personnel the offerer determines to be key personnel.

Specifically, the contact list shall identify those personnel authorized to negotiate on behalf of their company, as well as a single point of contact for all correspondence (such as setting up briefing times, coordinating EN deliveries, if any, etc.). Furthermore, the list shall indicate the person to contact in the event the Offerer is awarded a contract (provide, at a minimum, contact's title, phone number, and e-mail address); typically the person to notify in the event of award is a senior professional of the corporation.

Information provided in the executive summary will not be considered in the evaluation of any factor or sub-factor.

6.3 Contract Documentation

The purpose of this volume is to provide information to the Government for preparing the contract document and supporting file(s). The Offerer's proposal shall include a signed copy of the SF 1449, and completed Sections of the RFP. This includes any attachments identified in this solicitation.

6.3.1 Solicitation/Contract Form: Representatives of the Offerer, authorized to commit the Offerer to contractual obligations, must execute the form. Offerers shall sign the SF 1449 in Block #30 and submit it at the same time as Contract Documentation Volume. Note: the Government could (though it reserves the right not to) initiate discussions and ask Offerors in the Competitive Range to submit Final Proposal Revisions (FPRs). As such, the Offeror could be asked to re-sign the SF 1449 and submit it with its FPR.

6.3.2 Company/Division Address, Identifying Codes, and Applicable Designations: Provide company/division's street address, county and facility code; CAGE code; DUNS code; TIN number, size of business (large or small); and labor surplus area designation. This same information must be provided if the work for this contract will be performed at any other location(s). List all locations where work is to be performed and indicate whether such facility is a division, affiliate, or subcontractor, and the percentage of work to be performed at each location.

7.0 VOLUME IV - PRICE

The Offerer's Volume 4: Price Proposal shall be submitted as described below.

VOLUME 4: PRICE PROPOSAL (No Page Limits)

Cover Page (CP)

Table of Contents (TOC)

Chapter 1

Chapter 2

Chapter 3

Chapter 4

Cover Letter

Contract Business Proposal Assumptions

Pricing and Labor Tables in accordance with Attachment 6,

(1) for CLIN 0001 Forest Service Transition, and

(2) for licenses, and

(3) for Operations & Maintenance for all proposed periods (Base/Options). The pricing tables for the base and option periods will establish the rate for pricing based on 45,000-65,000 Users. The contractor will identify the discount percentage applied for each subsequent pay band on Attachment 6, Table 1

Contractor Teaming Agreements (if used)

7.1 Price will be assessed for reasonableness, realism, and affordability using one or more of the techniques defined in FAR 15.404, Proposal Analysis.

7.2 Each Offerer's proposal shall represent its best efforts to respond to the evaluation. Any inconsistency between promised performance and Price shall be explained in the proposal. For example, if unique and innovative approaches are the basis for an estimate, the nature of the approaches and their impact on price must be explained. Any significant inconsistency, if unexplained, raises a fundamental issue of the Offerer's understanding of the nature and scope of the work required and its ability to perform within the proposed cost constraints, may cause the proposal to be rejected. Offerers must submit, under a separate tab, all (if any) assumptions, conditions, or exceptions upon which the Price Proposal is based.

7.3 Compliance with these instructions is mandatory and failure to comply may result in rejection of your proposal. The Price volume should contain sufficient information to evaluate the proposal. The burden of proof for credibility of proposed prices rests with the Offerer. The information requested in the proposal is required to enable the Government to determine price fair and reasonable. The Offerer shall indicate the price to be charged for each CLIN rounded to the nearest whole dollar.

7.4 Detailed Pricing Breakout

7.4.1 Cost and Pricing Data. The contracting officer has determined there is a high probability of adequate price competition in this acquisition. Upon examination of the initial offers, the contracting officer will review this determination and if, in the contracting officer's opinion, adequate price competition exists, no additional cost information will be requested and certification under FAR 15.406-2 will not be required. However, if at any time during this competition, the contracting officer determines that adequate price competition no longer exists; offerers may be required to submit information to the extent necessary for the contracting officer to determine the reasonableness of the price.

7.4.2 Insert proposed unit and extended prices in Attachment 6 for FS Transition and for each Option Year.

7.4.3 Non-Required Data

Data beyond that required by this instruction should not be submitted, unless you consider it essential to document or support your price position. All information relating to the proposed price, including all required supporting documentation must be included in the section of the proposal designated as the Price Volume.

Unrealistically low prices, initially or subsequently proposed, may be grounds for eliminating a proposal from competition either on the basis that the offeror does not understand the requirement or the offerer has made an unrealistic proposal.

7.5 Format and Contents

7.5.1 Required cost formats are provided in Tables 1, 2, 3, and 4 found in Attachment 6 of the solicitation. Deviations from the formats are permitted to accommodate the offerer's systems; however, all cost elements proposed must be adequately addressed.

7.5.2 The offeror shall furnish all tables (including any cell formulas) via email as IBM PC compatible, Microsoft Excel (Office 2003 version or later) files.

7.5.3. Complete, as the first page of the cost proposal, a cover sheet that includes the following:

i. Name and number of the solicitation for which the proposal was prepared,

ii. Total proposed amount of each CLIN.

7.5.4 Include an index, appropriately referenced, of all the data accompanying or identified in the price proposal. Any additions and/or revisions of the proposal, up to contract award, must be annotated on a supplemental index.

7.5.5 For the Firm Fixed Price CLINs, the offerer shall submit, for the prime and each subcontractor, a summary for the Base to include FS transition, and for each Option Period (Table 1), a summary for each CLIN (Table 2), separate labor summaries for each CLIN (Table 3), and a summary of all indirect rates, application bases, and statement of fiscal year (Table 4).

7.5.6 Address all areas of cost applicable to the proposed effort. An outline of major cost elements is provided below. If the offerer's terminology differs significantly from this list, provide a cross-reference of terms. NOTE that this list is not intended to be mandatory or all-inclusive.

SUBPARAGRAPH COST ELEMENTS

(1) LABOR (Tables 2, 3)

(2) INDIRECT RATES (Table 4)

(3) OTHER DIRECT COSTS (Table 2)

(4) SUBCONTRACTS/CONSULTANTS (Table 2)

(5) PROFIT (Table 2)

(6) NEW MEXICO GROSS RECEIPTS TAX (NMGRT) (Table 2) if applicable

(1) DIRECT LABOR

Submit a summary of burdened direct labor costs, in the format provided in Attachment 6, Table 3, for each CLIN as follows:

• Identify the labor category being proposed.

• Propose the number of direct labor hours for each labor category.

• Enter the total burdened direct labor cost by individual labor category. For purposes of this proposal, "burdened direct labor" means direct labor burdened with Fringe Benefits, Overhead, and any other applicable burdens, exclusive of G&A, Profit, and NMGRT (if applicable).

• Enter the Sum of unburden and direct labor hours and add the sum of burden rates.

• The unburdened direct labor rates and applicable indirect rates should cross reference to table

2.

(2) INDIRECT RATES

[Indirect rates should reflect only those costs that cannot reasonably be charged to a specific contract CLIN.]

(a) Provide a schedule in the format provided in Attachment 6, Table 4, displaying your company's rates for fringe benefits, labor overhead/burden, material overhead, G&A, as appropriate, and any other applicable indirect rate, by OFY, intended for use on government contracts. Identify the application base for each indirect rate shown. State the dates comprising the company fiscal year.

(3) OTHER DIRECT COSTS (ODCs)

For any direct costs not covered elsewhere (e.g., material, ODC, travel) include a breakout of costs for each CLIN and the basis of estimate. The grand total amount must correspond to the total ODC amount shown on Table 2 (found in Attachment 6).

(4) SUBCONTRACTS/CONSULTANTS

(a) Subcontractors may completely burden their labor through G&A and Profit in accordance with Tables 1 and 2 via submissions to the prime contractor. Fully-disclosed subcontractor Tables 1, 2, 3, and 4 shall be submitted directly to the PCO, under separate cover, completed in accordance with the pricing instructions in this solicitation.

NOTE: Subcontractor tables are due by the closing date identified in this announcement.

(b) If subcontracts other than for labor are proposed, the offerer will provide copies of written or verbal quotes for each subcontract.

(5) PROFIT

Enter profit amounts by CLIN in Table 2 (found in Attachment 6).

(6) NEW MEXICO GROSS RECEIPTS TAX (NMGRT) (if applicable)

(a) For assistance in tax matters, contact the New Mexico Taxation and Revenue Department: (505) 841-8000, 5301 Central Ave. NE, PO Box 8485, Albuquerque, NM 87198.

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

(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:

(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)

ADDENDUM TO PROVISION FAR 52.212-2

EVALUATION CRITERIA

EVALUATION PROCEDURES AND BASIS OF AWARD

1.0 INTRODUCTION

This section defines the evaluation criteria the Government will consider in evaluating the Offerer's capabilities and proposals submitted for the SaaS for Reporting Incidents or Work Related Accidents acquisition. The Government will conduct an integrated evaluation of all parts of the Offerer's proposal, which is composed of past performance information, a written Mission Capability volume, a Contract Documentation volume, and a Price volume. Responses to any additional requests for information from the Government will also be evaluated. The specific criteria show the scope of evaluation to be performed on proposals submitted in response to this RFP. The instructions to Offerers define the proposal elements and data required from each Offeror for this evaluation.

2.0 BASIS FOR AWARD

2.1 Best-Value Source Selection

The Government seeks to award one Firm Fixed Priced contract to the Offeror who gives the USDA Forest Service the Best Value. This acquisition will utilize the Full Trade-off source selection procedure to make an integrated assessment for a best value award decision. Proposals will each receive a Mission Capability rating, a Past Performance Confidence Assessment, and an evaluated price. Each offerers Mission Capability rating will be based upon an integrated assessment of the Technical, Transition, and Management sub-factors. A contract may be awarded to the entity who is deemed responsible in accordance with the FAR, as supplemented, and whose proposal conforms to the solicitation's requirements (to include all stated terms, conditions, representation, certifications, and all other information required by the Instructions to Offerers of the solicitation). Proposals will be judged based on the evaluation factors that represent the best value to the Government. This may result in an award to a higher rated, higher priced entity, where the decision is consistent with the evaluation factors, and the Source Selection Authority (SSA) reasonably determines that the mission capability superiority and/or overall business approach and/or superior past performance of the higher priced entity outweighs the cost difference. The SSA will base the source selection decision on an integrated assessment of proposals against all source selection criteria in the solicitation (described below). While the Government source selection evaluation team and the SSA will strive for maximum objectivity, the source selection process, by its nature, is subjective; and therefore, professional judgment is implicit throughout the entire process.

2.2 Compliance with Terms And Conditions

Offerers are required to meet all solicitation requirements, such as terms and conditions, representations and certifications, and technical requirements in order to be eligible for award. Failure to comply with the terms and conditions of the solicitation may result in the Offeror being removed from consideration for award. Any exceptions to the solicitation's terms and conditions must be fully explained and justified, and may render an offer unacceptable.

2.3 Rejection of Unrealistic Proposals

The Government may reject any proposal that is evaluated and determined to be unrealistic in achieving the objectives and/or tasks of the Software as a Service (SaaS) for Reporting Incidents of Work Related Accidents, Injuries, Illnesses and Safety Stories and for Performing Workers' Compensation (WC) Case Management requirements, contract terms and conditions, or unrealistically high or low in cost when compared to Government estimates. This reflects an inherent lack of competence or failure to comprehend the requirements.

2.4 Correction Potential of Proposals

The Government will consider, throughout the evaluation, the "correction potential" of any deficiency.

The judgment of such correction potential is within the sole discretion of the Government. The Offeror may be eliminated from the competitive range if an aspect of the proposal does not meet the requirements and is not considered technically acceptable, or have the potential for correction.

2.5 Discussions

If, during the evaluation period, it is determined to be in the best interest of the Government to hold discussions, Offeror responses to Evaluation Notices (ENs), and the Final Proposal Revision (FPR) will be considered in making the source selection decision. NOTE: The Government reserves the right to award without discussions. However, discussions may be held if the Contracting Officer later determines them to be necessary (see FAR provision 52.215-1, Instructions to Offer ors, Competitive Acquisition).

3.0 EVALUATION CRITERIA

Technical proposals will be evaluated based upon the information included in 52.212-1, Instructions to Offerers - Commercial Items, with Addendum, and 52.212-2, Evaluations - Commercial Items, with Addendum.

3.1 Factors

The Government will evaluate proposals based upon the following factors:

Factor 1 - Mission Capability

Sub-Factor 1 - Technical Sub-Factor 2 - Transition Sub-Factor 3 - Management

Factor 2 - Past Performance

Factor 3 - Cost/Price

3.2 Relative Importance of Evaluation Factors. For the Non-Price Factors the Mission Capability Factor is More Important than the Past Performance Factor. Within the Mission Capability Factor, the Sub-factors are in descending order of importance. Non-Price Factors (Mission Capability and Past Performance) when combined are Substantially More Important than Price in the award decision.

However, as Non-Price factors become more equal, Price will become more important in the best value trade-off analysis. The Government may elect to award to other than the lowest priced offerer, or other than the offerer with the highest rated non-price factors. In either case a tradeoff will be conducted. The Government reserves such right of flexibility in conducting the evaluation as necessary to assure an award with the contractor providing the best value to the Government.

3.3 508 Evaluation Factors.

3.3.1 Responses to this RFP will only be considered for award after it has been determined that the proposal adequately addresses the requirements for Section 508. Only proposals which contain adequate information to document their responsiveness to the Section 508 requirements (i.e. accessibility capabilities and past performance, a completed GPAT or VPAT or equivalent) will be eligible for any additional consideration.

solicitation INO. rorest service, HKM

3.3.2. If the deliverable proposed in response to this RFP includes features and functions in addition to those identified as requirements, these features and functions also need to conform to relevant Section 508 technical provisions, functional performance criteria, and information, documentation and support. The accessibility of these additional features and functions should be described in the completed GPAT, VPAT or equivalent supporting information.

3.4 Mission Capability Evaluation Procedures

3.4.1 Factor Assessment: The Government will evaluate the Offerer's Mission Capability Factor, to include the following sub-factors: Technical, Transition, and Management processes as they pertain to SaaS for Reporting Incidents of Work Related Accident requirements. Mission Capability will receive one overarching rating as denoted in table 1 below. Sub-factors will receive a rating as denoted in table 1 below and will be rolled up to the Mission Capability Rating The Mission Capability color rating depicts how well the offerer's proposal meets the sub-factor requirements (Technical, Transition & Management) of the Mission Capability Factor.

TABLE 1 - MISSION CAPABILITY EVALUATION RATINGS

Rating

Exceptional

Description

Exceeds technical expectations. Reflects an innovative approach and/or superior understanding of the requirement in a way beneficial to the Government; proposal must have one or more strengths and no deficiencies and weaknesses to receive this rating

Acceptable Meets technical expectations. Reflects sound approach and/or satisfactory understanding of the requirement; proposal must have no deficiencies and weaknesses but may have one or more strengths to receive this rating.

Marginal Does not clearly meet technical expectations. Reflects an uncertain approach and/or incomplete understanding of the requirement.

Unacceptable Fails to meet specified minimum performance or capability requirements; proposal has one or more deficiencies or weaknesses. Proposals with an unacceptable rating are not awardable.

3.5 Past Performance Evaluation Procedures

3.5.1 Under the Past Performance Factor, the Performance Confidence Assessment (see table 2 below) represents the evaluation of an Offerer's past work records to assess the Government's confidence in the Offerer's probability of successfully performing as proposed. The Government will evaluate the Offerer's demonstrated record of contract compliance in supplying products and services that meet user's needs, including performance, cost, and schedule. The Past Performance evaluation is accomplished by reviewing the Offerer's relevant present and recent past performance, focusing on and targeting performance that is relevant to the Mission Capability factor, the Price criteria, and the other requirements of the solicitation.