Amendment 0001 - Soliciation 69319524R000001 Executed.pdf

(x)

69319524R000001 x x

1 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted ; or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGEMENT 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.

x

Washington DC 20590

693195

Attn: LaStar Matthews 1200 New Jersey Ave. SE Office of Acquisition Management Federal Transit Administration

12/13/20230001

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

12. ACCOUNTING AND APPROPRIATION DATA (If required) is not extended.is extended, Items 8 and 15, and returning

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

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

FACILITY CODE CODE

10B. DATED (SEE ITEM 13)

10A. MODIFICATION OF CONTRACT/ORDER NO.

9B. DATED (SEE ITEM 11)

9A. AMENDMENT OF SOLICITATION NO.

CODE

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

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

PAGE OF PAGES

4. REQUISITION/PURCHASE REQ. NO.3. EFFECTIVE DATE2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO. (If applicable)

1. CONTRACT ID CODE

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

11/09/2023

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

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority) appropriation data, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

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

ORDER NO. IN ITEM 10A.

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

Project Management Oversight Requirement (PMO)

Please see pages 2-26 for a description of amendment 0001 and the following:

Attachment 1 - Response to Questions and revised list of RFP attachments

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

15C. DATE SIGNED 16B. UNITED STATES OF AMERICA 15B. CONTRACTOR/OFFEROR 16C. DATE SIGNED

(Signature of person authorized to sign) (Signature of Contracting Officer)

SONJA L. ROUSEY

STANDARD FORM 30 (REV. 11/2016)

Prescribed by GSA FAR (48 CFR) 53.243

Previous edition unusable

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

Request for Proposal (RFP) No.: 69319524R000001 Amendment 0001

The purpose of this amendment is to do the following:

1. Provide answers to questions received by the Government from prospective offerors in response to solicitation No.: 69319524R000001 in the RFP (See attachment 1).

2. Update the following sections of the RFP as noted below:

Section H.5(c), Level of Effort Task Orders has been updated:

FROM (Page 89):

The Contractor shall notify the Contracting Officer and COR/ACOR immediately, in writing, whenever it has reason to believe that the level of effort that the Contractor expects to incur under any task order in the next 30 days, when added to the level of effort previously expended in the performance of that task order, will exceed 75% of the level of effort obligated for that task order. If obligations are from multiple funding sources, notification is required to be funding source specific in addition to the overall task order.

TO (Page 89):

The Contractor shall notify the Contracting Officer and COR/ACOR immediately, in writing, whenever it has reason to believe that the level of effort that the Contractor expects to incur under any task order in the next 30 days, when added to the level of effort previously expended in the performance of that task order, will exceed 75% of the estimated cost and/or hours for the Incremental Funding obligated to date in Section H.2 or will exceed 75% of the estimated cost and/or hours specified for the Task Order Not To Exceed (NTE) total in Section B. This includes when 75% of the estimated cost and/or hours within any individual CLIN (0001, 0002, 0003, 0004) specified in Section H.2 or Section B will be exceeded.

Section J – List of Attachments have been updated:

FROM (Page 128):

SECTION J – LIST OF ATTACHMENTS

ATTACHMENT DESCRIPTION

J-1 Proposal Checklist J-2 Resume Format J-3 Past Performance Questionnaire J-4 Small Business Subcontracting Plan J-5 Labor Category Table 2024 J-6 Modified Pre-Award Survey SF1408 Checklist J-7 2024 PMO Contract Pricing Summary Workbook (CPFF) (PDF and Excel Format) J-8 2024 PMO Firm Fixed Price Form (PDF and Excel Format) J-9 Disclosure of Lobbying Activities J-10 Oversight Procedures J-11 2024 PMO Conflict of Interest Matrix (PDF and Excel Format) J-12 Billing Instructions J-13 Tables B.24 (Indirect Cost Prime), B.25 (Indirect Cost Sub-Contractor), B.28 CPFF and B.29

FFP (PDF and Excel Format) J-14 Small Business Certification – Letter of Intent Form

TO (Page 128):

SECTION J – LIST OF ATTACHMENTS

ATTACHMENT DESCRIPTION

J-1 Proposal Checklist - Revised Version 1 J-2 Resume Form - Revised Version 1 J-3 Past Performance Questionnaire - Revised Version 1 J-4 Small Business Subcontracting Plan - Revised Version 1 J-5 Labor Category Table 2024 J-6 Modified Pre-Award Survey SF1408 Checklist J-7 Attachment J-7 - 2024 PMO Contract Pricing Summary Workbook - Revised Version 1

(CPFF) (PDF and Excel Format) J-8 2024 Maximum Labor Rate Calculation for Firm Fixed Price Task Orders - Revised Version 1

(PDF and Excel Format) J-9 Disclosure of Lobbying Activities J-10 Oversight Procedures – Revised Version 1 J-11 2024 Conflict of Interest Matrix - Revised Version 1 (PDF and Excel Format) J-12 2024 PMOC Billing Instructions PMO Program

Appendix A – Declaration of Completion Appendix B - SF 1034 Appendix C – Summary of Expenditures Appendix D - DELPHI eInvoice Checklist Appendix E – Delphi User Access Request Form for External Users Appendix F - 2023 FTA PMOC Invoice Template V3.0.2

J-13 Tables B.24, B.25, B.28 and B.29 - Revised Version 1 (PDF and Excel Format) J-14 Small Business Certification - Letter of Intent - Revised Version 1

Section L.19, General Information Required to Prepare Proposal/Offers has been updated:

FROM (Page 150):

The Government reserves the right to request such additional information as may be necessary to determine the Offeror’s qualifications for award of a contract or to clarify any aspects of the technical and/or cost proposals. Such information shall be furnished promptly upon the Government’s request. Offers transmitted via facsimile or electronic method shall not be considered.

TO (Page 150):

The Government reserves the right to request such additional information as may be necessary to determine the Offeror’s qualifications for award of a contract or to clarify any aspects of the technical and/or cost proposals and the offerors shall be required to submit such information electronically. Offers transmitted via facsimile or mail delivery method shall not be considered for award.

The following under Section L.22, Proposal Organization and Preparation - Volume I – Tab 2 Certification and Representation has been updated:

FROM (Page 151-152):

Volume I - The Offer and Other Documents

Tab Title Page Limitation Tab 1 - The Offer Section 1: Table of Contents

Section 2: The Cover Letter Section 3: SF-33 and Solicitation Documents Section 4: Joint Venture/Teaming Agreement, if applicable Section 5: Required SF-1408 Modified Pre-Award Survey Section 6: Proposal Adequacy Checklist Section 7: Section 508 Compliance Statement Section 8: Disclosure of Lobbying Activities

Section 1: None Section 2: Limit 2 Pages Section 3: None Section 4: None Section 5: None Section 6: None Section 7: None Section 8: None

Tab 2 - Certification and Representations

Section 1: Completed Contractors Representations, Certifications and other Statements of Offerors or Respondents (Prime and Major Subcontractors) See Section K of the RFP

Section 1: None, form fill in

Tab 3 - Small Business Subcontracting Plan

Section 1: Small Business Subcontracting Plan

Section 2: Small Business Certification - Letter of Intent

Section 1: None, form fill in - See J-4 Attachment

Section 2: None, form fill in - See J-14 Attachment

TO (Page 151-152):

Volume I - The Offer and Other Documents

Tab 1 - The Offer Section 1: Table of Contents

Section 2: The Cover Letter Section 3: SF-33 and Solicitation Documents Section 4: Joint Venture/Teaming Agreement, if applicable Section 5: Required SF-1408 Modified Pre-Award Survey Section 6: Proposal Adequacy Checklist Section 7: Section 508 Compliance Statement Section 8: Disclosure of Lobbying Activities

Section 1: None Section 2: Limit 2 Pages Section 3: None Section 4: None Section 5: None Section 6: None Section 7: None Section 8: None

Tab 2 - Certification and Representations

Section 1: Completed Contractors Representations, Certifications and other Statements of Offerors or Respondents (Prime and all Subcontractors) See Section K of the RFP

Section 1: None, form fill in

Tab 3 - Small Business Subcontracting Plan

Section 1: Small Business Subcontracting Plan

Section 2: Small Business Certification - Letter of Intent

Section 1: None, form fill in - See J-4 Attachment

Section 2: None, form fill in - See J-14 Attachment

FROM (page 152):

Volume II - Technical/ Management Proposal

Tab 1 - Technical and Management

Section 1: Table of Contents Section 2: Executive Summary Section 3: Organizational Structure and Chart Section 4: Technical Approach Section 5: Organizational Control Plan

Section 1: None Section 2: Limit 10 pages Section 3: Limit 25 pages Section 4: Limit 25 pages Section 5: Limit 50 pages

Tab 2 - Staffing and Recruiting

Section 1: Key Personnel Commitment Letters

Section 2: Resumes of Key Personnel, Mission Critical Personnel, Non-Key/Non-Mission Critical Personnel

Section 1: Limit 1 page each

Section 2: Offerors must use resume format in Attachment J-2.

Tab 3 - Program Management

Section 1: Program Management Section 1: Limit 10 pages

Tab 4 - Organizational and Individual Conflicts of Interests

Section 1: Organizational and Individual Conflicts of Interests

Section 1: None

Tab 5 - Subcontractors Section 1: Subcontractors Section 1: None

Tab 6 - Past Performance

Section 1: Corporate Experience

Section 2: Past Performance Questionnaire

Section 3: Performance History and Summary Matrix

Section 1: 2 references for Prime and 1 reference for subcontractor – Limit 9 pages

Section 2: See Attachment J-3:

2024 PMO Past Performance Questionnaire Section 3: Limit 10 pages

TO (page 152):

Volume II - Technical/ Management Proposal

Tab 1 - Technical and Management

Section 1: Table of Contents Section 2: Executive Summary Section 3: Organizational Structure and Chart Section 4: Technical Approach Section 5: Organizational Control Plan Section 6: Quality Assurance Surveillance Plan

Section 1: None Section 2: Limit 10 pages Section 3: Limit 25 pages Section 4: Limit 25 pages Section 5: Limit 50 pages

Section 6: Limit 25 pages

Tab 2 - Staffing and Recruiting

Section 1: Key Personnel Commitment Letters

Section 2: Resumes of Key Personnel, Mission Critical Personnel, Non-Key/Non-Mission Critical Personnel

Section 1: Limit 1 page each

Section 2: Offerors must use resume format in Attachment J-2.

Tab 3 - Program Management

Section 1: Program Management Section 1: Limit 10 pages

Tab 4 - Organizational and Individual Conflicts of Interests

Section 1: Organizational and Individual Conflicts of Interests

Section 1: None

Tab 5 - Subcontractors Section 1: Subcontractors Section 1: None

Tab 6 - Past Performance

Section 1: Corporate Experience

Section 2: Past Performance Questionnaire

Section 3: Performance History and Summary Matrix

Section 1: 2 references for Prime and 1 reference for subcontractor – Limit 9 pages

Section 2: See Attachment J-3:

2024 PMO Past Performance Questionnaire Section 3: Limit 10 pages

Section L.23 – Proposal Preparation Instructions - Section 8: Disclosure of Lobbying Activities has been updated:

From (Page 155):

Section 8: Disclosure of Lobbying Activities: The Offeror shall complete and provide answers to all the questions in accordance with Section J, Attachment J-9, titled, “Disclosure of Lobbying Activities.” No other format or additional proposal documentation will be considered.

To (Page 155):

Section 8: Disclosure of Lobbying Activities: The Offeror, all subcontractors and consultants shall complete and provide answers to all the questions in accordance with Section J, Attachment J-9, titled, “Disclosure of Lobbying Activities.” No other format or additional proposal documentation will be considered.

From Page 159:

Section 5: Organizational Control Plan: The Offeror shall discuss its plan for controlling all aspects of the Prime Contractor/Subcontractor organization to ensure successful support of the multi-customer, multi-task PMO program. This discussion shall consist of the following subsections: (LIMIT 50 PAGES, including Sub-Sections)

To Page 159:

Section 5: Organizational Control Plan: The Offeror shall discuss its plan for controlling all aspects of the Prime Contractor/Subcontractor organization to ensure successful support of the multi-customer, multi-task PMO program. This discussion shall consist of the following subsections: (LIMIT 50 PAGES)

(Page 159) - Add New Section Under L.23 -Proposal Preparation Instructions - Volume II – Tab 1 - Table of Contents:

Add Section 6: Quality Assurance Surveillance Plan (QASP): The Offeror shall establish and implement a Quality Assurance Surveillance Plan. The Offeror shall provide a Quality Assurance Surveillance Plan (QASP) as part of their proposal. The QASP shall be submitted in accordance with Section H.41 of this Solicitation. The QASP shall be administered by the QA/QC Manager throughout the Period of Performance of the Contract. (LIMIT 25 PAGES)

Section L.24, Labor Categories and Minimum Personnel Requirements - Volume II –Tab 6 –Past Performance has been updated:

FROM (pages 181-185):

Volume II – Tab 6 –Past Performance

Section 1: Corporate Experience: In addressing the Corporate Experience, the Offeror shall describe its qualifications and detail its specific experience conducting work of the same or similar nature to that described in this RFP in Section C.

The Offeror shall provide three (3) different examples of corporate experience information for active or complete “relevant/recent” contracts/task orders and/or subcontracts (including Federal, State, and local Government or commercial) directly related to the services identified in Section C. Two (2) of the experiences must be from the Prime Offeror and one (1) experience from proposed Subcontractor. Of the three (3) examples of experience provided, at least two (2) experiences shall demonstrate the use of creative solutions or innovations in achieving or exceeding customer objectives.

All experience shall be completed by either the Prime Offeror or proposed subcontractor.

Past Performance submissions that are not recent and/or not relevant will not be considered in the evaluations. In selecting past performance examples, the Offerors should bear in mind the Government will evaluate the extent to which the past performance examples proffered are relevant to the requirements of this solicitation.

Note: Relevancy includes such things as service similarity, complexity, contract type, contract dollar value/size, program phase, division of company, major or critical subcontractors, teaming partners and joint venture.

Previous CPARS ratings and questionnaires will be used in the proposal evaluations as available. Data concerning the Prime Offeror shall be provided first followed by each proposed subcontractor, in alphabetical order. Joint Ventures shall submit past performance information for the JV.

This volume shall be organized into the following sections:

Section 1: For each experience statement, the Offeror shall provide reference information including, at a minimum, the following information:

a. Contract place of performance, CAGE Code, and Unique Identifier Number (UEI).

b. Government contracting activity/commercial entity, current address, Procuring

Contracting Officer's/commercial reference’s name, email address, and telephone number.

c. Government’s technical representative/COR/commercial reference, current e-mail address, telephone, and fax numbers.

d. Government contract administration activity, if delegated, the Administrative Contracting Officer's name, current e-mail address, telephone, and fax numbers.

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

f. Contract Type (specified type, such as Firm Fixed Price (FFP), Cost Reimbursement (CR), Time and Materials (T&M), etc.) In the case of Indefinite Delivery contracts, indicate specific type (Requirements, Definite Quantity, or Indefinite Quantity) and secondary contract type (FP, CR, T&M, etc.).

g. Award contract price and final or projected final price.

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

Recent is defined as within the last three (3) years from the date of release of this RFP. Relevant is defined as work which is the same and/or similar in complexity and scope to the work described in Section C.

Contract Performance: Offerors shall provide a narrative description for each contract listed in Section 1 above. This narrative shall describe the contract and key objectives of the project including the scope and complexity of the efforts and how the customer benefited operationally or strategically, how these objectives were achieved, and how the effort is relevant to the requirements of this solicitation. Describe the applicable prime/member’s role in the project and the challenges and lessons learned from your experience as the Prime or Subcontractor. Describe the integration of resources (e.g., personnel, tools, applications, etc.) into the customer’s environment.

Descriptions shall include all aspects of performance quality, including the Offeror’s record of: 1) conforming to contract specifications to include the timely supply of personnel resources; 2) maintaining program execution within proposed price; 3) adherence to contract schedules; 4) ability to resolve technical problems quickly and effectively; 5) professional concern for the interest of its customers; identify the prime or proposed subcontractor that performed the work and 6) establishing and maintaining adequate management of subcontractors. For any contracts that did not/do not meet original schedule or technical performance requirements, Offerors are to provide a brief explanation of the reason(s) for the variances and any corrective action(s) taken to avoid recurrence.

The Offerors shall also provide a copy of any Cure Notice or Show Cause Letter (copies shall not be included in page limit) received on each contract listed and a description of any resultant corrective action implemented. Additionally, the Offerors shall indicate if any of the contracts listed were terminated and the type and reasons for the termination.

Offerors shall indicate their own assessment of their performance with supporting rationale. (Limit 9 pages)

Section 2: Past Performance Questionnaire: A completed Past Performance Questionnaire shall be submitted by each Offeror in accordance with the below requirements. Efforts performed for same or similar work for federal, state, local government and/or corporate shall be submitted. The information in this volume is required for the Prime Offeror and each major subcontractor/team member proposed to perform under this effort. Past Performance submissions that are not recent and/or not relevant will not be considered in the evaluations.

In selecting past performance examples, the Offerors should bear in mind the Government will evaluate the extent to which the past performance examples proffered are relevant to the requirements of this solicitation. Note: Relevancy includes such things as service similarity, complexity, contract type, contract dollar value/size, program phase, major or critical subcontractors, teaming partners and joint venture.

The Offeror shall be responsible for ensuring that each of the customer references receives, completes, and returns Attachment J-3, Past Performance Questionnaire, to the appropriate Government point of contact. The Offeror shall complete the project title and contract reference number to match its corporate experience proposal information before sending the form to its reference. The completed Questionnaire shall not be submitted with the Offeror’s proposal submission.

The completed Questionnaire shall be submitted directly via email from the customer reference to: fta2024projectmanagementoversight@dot.gov, no later than, 5:00 PM Eastern Standard Time, December 27, 2023. Failure to receive a questionnaire from a reference will result in the non-consideration of the Reference. It is recommended that the Questionnaire and Cover Letter be forwarded to each respondent no later than 15 calendar days prior to the proposal submission date for this solicitation. The Offeror shall not fill in any portion of the form other than the addressee’s name/organization and applicable contract number, nor obtain a copy of the completed form from the respondent. The cover letter for Attachment J-3 Past Performance Questionnaires instructs the point of contact to return completed questionnaires to the designated Government Point of Contact. Completed questionnaires that are submitted by the respondents shall not count against any page limitations established for this volume.

The Offeror shall indicate in this section if it has no past performance. Offerors with no past performance will receive a neutral rating.

While the Government may elect to consider data obtained from other sources, the burden of providing adequate data to determine performance risk rests with the offeror.

The message shall originate from the references corporate or government email system and the “subject” line in the submission email shall clearly indicate:

1) Past Performance Questionnaire Submission for Offeror [Name]; or

2) Past Performance Questionnaire Submission for Prime Offeror [Name] -

Subcontractor [Name] The Government reserves the right to contact customers identified in the proposal and solicit further information about performance regarding quality, timeliness, cost, and business relationship. The accuracy of past performance data including phone numbers of the points of contact are the full responsibility of the Offeror and inaccuracy may result in non-consideration of the reference.

mailto:fta2024projectmanagementoversight@dot.gov

Other related past performance information may be sought and used for evaluating completeness and accuracy of the contractor’s proposals. Past performance information may be obtained from a variety of sources including other government agencies.

Past Performance references for a Joint Venture may be submitted from the entity or the individual companies that comprise it. Joint Ventures with no past performance (i.e., Joint Venture and individual team members) will receive a neutral rating. If the individual members do have past performance experience, then that performance will be evaluated on behalf of the Joint Venture.

The Government does not assume the duty to search for data to cure problems it finds in proposals. Proposals that do not contain the required information are subject to rejection by the Government.

Offerors that list past performance from the Federal Transit Administration (FTA) only in response to this solicitation shall not be required to submit a Past Performance Questionnaire. Instead, the Government will utilize the Contractor Performance Assessment Retrieval System (CPARS) to evaluate Past Performance. Furthermore, the Government expressly reserves the right to use other sources, including agency knowledge, as applicable, in evaluating such Offeror’s past performance. In addition to this information, Offerors that list FTA experience only shall submit all other required information listed under Volume II – Tab 6 - Corporate Experience and Past Performance.

Section 3: Performance History and Summary Matrix: The Offeror shall provide a summary presentation of all Prime Offeror and major subcontractor/team member performance history submissions, in columnar format, with the following information:

• Contractor Name,

• Contract and Task/Delivery Order (if applicable) Number,

• Contractor Status (i.e., prime contractor, prime contractor joint venture participant,

• subcontractor),

• Contract Type,

• Contract Value,

• Performance Period,

• Title/Brief Description of Effort,

• Customer Organization,

• POC Name/Phone Number/E-Mail Address,

• Award contract price and final or projected final price

• Original delivery schedule including dates of start and completion of work final or projected final delivery schedule including dates of start and completion of work

Performance History: The Prime Offeror shall submit a description of up to five (5) contracts/task orders for which it has recent and relevant performance as the prime contractor. For any contract that involves multiple task orders, the Offeror is limited to submitting relevant task orders only with each task order counting as one contract reference. However, the Offeror may submit the overall contract as one submission if it feels the entire effort is relevant to this requirement.

Recent performance is defined as efforts that have been performed within the past three years. Relevant performance is defined as efforts that are similar to the requirement and as listed in the SOW, Section C in terms of size, scope (technical, contractual, dollar value), and complexity.

Each major subcontractor/team member shall submit up to three (3) recent and relevant contracts/task orders for which it has performed as either a prime contractor or subcontractor. Subcontractor/team member submissions shall clearly identify their role (prime or subcontractor) in the contract/task order.

Note that the Government will not consider performance on a newly awarded contract, prime or subcontractor, without a performance history of at least one (1) year of similar or same work. The Offeror shall provide in written detail any known problems and the corrective actions taken should be addressed. For any contracts which did not meet the contractual requirements regarding cost, schedule, or technical performance, an explanation must be provided of the reason(s) for such, and any corrective action taken to avoid recurrence. The Offeror is required to clearly demonstrate management actions employed in overcoming problems and the effects of those actions in terms of improvements achieved or problems rectified.

It is the Offeror’s responsibility to verify the accuracy of all contact and other descriptive information provided in response to above. The Government will not attempt to resolve inaccurate information or locate missing data. The proposal of inaccurate or incomplete information may result in the performance history record(s) not being considered by the evaluation.

Terminations/Debarments: The Offeror shall provide the detailed performance history information required above on all contracts and subcontracts that have been terminated for default in whole or in part, for any reason, during the past three years.

This shall include those currently in the process of termination. Information must also be provided for all contracts and subcontracts that resulted in the appearance of the Offeror on the Debarred List or any other similar Government problem listings during the past three years.

This requirement also applies to any proposed major subcontractor/team member.

Information provided under this section does NOT count against the page limitation for this volume. (Limit 10 pages)

TO (pages 181-185):

Volume II – Tab 6 –Past Performance

Section 1: Corporate Experience: In addressing the Corporate Experience, the Offeror shall describe its qualifications and detail its specific experience conducting work of the same or similar nature to that described in this RFP in Section C.

The Offeror shall provide a maximum of three (3) different examples of corporate experience information for active or complete “relevant/recent” contracts/task orders and/or subcontracts (including Federal, State, and local Government or commercial) directly related to the services identified in Section C. Two (2) of the experiences must be from the Prime Offeror and one (1) experience shall be from one proposed Subcontractor.

At least two (2) experiences shall demonstrate the use of creative solutions or innovations in achieving or exceeding customer objectives.

All experiences shall be completed by either the Prime Offeror or proposed subcontractor.

Past Performance submissions that are not recent and/or not relevant will not be considered in the evaluations. In selecting past performance examples, the Offerors should bear in mind the Government will evaluate the extent to which the past performance examples proffered are relevant to the requirements of this solicitation.

Note: Relevancy includes such things as service similarity, complexity, contract type, contract dollar value/size, program phase, division of company, major or critical subcontractors, teaming partners and joint venture.

Previous CPARS ratings and questionnaires will be used in the proposal evaluations as available. Data concerning the Prime Offeror shall be provided first followed by one proposed subcontractor, in alphabetical order. Joint Ventures shall submit past performance information for the JV.

This volume shall be organized into the following sections:

Section 1: For each experience statement, the Offeror shall provide reference information including, at a minimum, the following information:

a. Contract place of performance, CAGE Code, and Unique Identifier Number

(UEI).

b. Government contracting activity/commercial entity, current address, Procuring

Contracting Officer's/commercial reference’s name, email address, and telephone number.

c. Government’s technical representative/COR/commercial reference, current e-mail address, telephone, and fax numbers.

d. Government contract administration activity, if delegated, the Administrative Contracting Officer's name, current e-mail address, telephone, and fax numbers.

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

f. Contract Type (specified type, such as Firm Fixed Price (FFP), Cost Reimbursement (CR), Time and Materials (T&M), etc.) In the case of Indefinite Delivery contracts, indicate specific type (Requirements, Definite Quantity, or Indefinite Quantity) and secondary contract type (FP, CR, T&M, etc.).

g. Award contract price and final or projected final price.

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

Recent is defined as within the last three (3) years from the date of release of this RFP. Relevant is defined as work which is the same and/or similar in complexity and scope to the work described in Section C.

Contract Performance: Offerors shall provide a narrative description for each contract listed in Section 1 above. This narrative shall describe the contract and key objectives of the project including the scope and complexity of the efforts and how the customer benefited operationally or strategically, how these objectives were achieved, and how the effort is relevant to the requirements of this solicitation. Describe the applicable prime/member’s role in the project and the challenges and lessons learned from your experience as the Prime or Subcontractor. Describe the integration of resources (e.g., personnel, tools, applications, etc.) into the customer’s environment.

Descriptions shall include all aspects of performance quality, including the Offeror’s record of: 1) conforming to contract specifications to include the timely supply of personnel resources; 2) maintaining program execution within proposed price; 3) adherence to contract schedules; 4) ability to resolve technical problems quickly and effectively; 5) professional concern for the interest of its customers; identify the prime or proposed subcontractor that performed the work and 6) establishing and maintaining adequate management of subcontractors. For any contracts that did not/do not meet original schedule or technical performance requirements, Offerors are to provide a brief explanation of the reason(s) for the variances and any corrective action(s) taken to avoid recurrence.

The Offerors shall also provide a copy of any Cure Notice or Show Cause Letter (copies shall not be included in page limit) received on each contract listed and a description of any resultant corrective action implemented. Additionally, the Offerors shall indicate if any of the contracts listed were terminated and the type and reasons for the termination.

Offerors shall indicate their own assessment of their performance with supporting rationale. (Limit 9 pages)

Section 2: Past Performance Questionnaire: A completed Past Performance Questionnaire shall be submitted by each Offeror in accordance with the below requirements. Efforts performed for same or similar work for federal, state, local government and/or corporate shall be submitted. The information in this volume is required for the Prime Offeror and one subcontractor proposed to perform under this effort. Past Performance submissions that are not recent and/or not relevant will not be considered in the evaluations.

In selecting past performance examples, the Offerors should bear in mind the Government will evaluate the extent to which the past performance examples proffered are relevant to the requirements of this solicitation. Note: Relevancy includes such things as service similarity, complexity, contract type, contract dollar value/size, program phase, major or critical subcontractors, teaming partners and joint venture.

The Offeror shall be responsible for ensuring that each of the customer references receives, completes, and returns Attachment J-3, Past Performance Questionnaire, to the appropriate Government point of contact. The Offeror shall complete the project title and contract reference number to match its corporate experience proposal information before sending the form to its reference. The completed Questionnaire shall not be submitted with the Offeror’s proposal submission.

The completed Questionnaire shall be submitted directly via email from the customer reference to: fta2024projectmanagementoversight@dot.gov, no later than, 5:00 PM Eastern Standard Time, December 27, 2023. Failure to receive a questionnaire from a reference will result in the non-consideration of the Reference. It is recommended that the Questionnaire and Cover Letter be forwarded to each respondent no later than 15 calendar days prior to the proposal submission date for this solicitation. The Offeror shall not fill in any portion of the form other than the addressee’s name/organization and applicable contract number, nor obtain a copy of the completed form from the respondent. The cover letter for Attachment J-3 Past Performance Questionnaires instructs the point of contact to return completed questionnaires to the designated Government Point of Contact. Completed questionnaires that are submitted by the respondents shall not count against any page limitations established for this volume.

The Offeror shall indicate in this section if it has no past performance. Offerors with no past performance will receive a neutral rating.

While the Government may elect to consider data obtained from other sources, the burden of providing adequate data to determine performance risk rests with the offeror.

The message shall originate from the references corporate or government email system and the “subject” line in the submission email shall clearly indicate:

i. Past Performance Questionnaire Submission for Offeror [Name];

or

ii. Past Performance Questionnaire Submission for Prime Offeror [Name] - Subcontractor [Name]

The Government reserves the right to contact customers identified in the proposal and solicit further information about performance regarding quality, timeliness, cost, and business relationship. The accuracy of past performance data including phone numbers of the points of contact are the full responsibility of the Offeror and inaccuracy may result in non-consideration of the reference.

Other related past performance information may be sought and used for evaluating completeness and accuracy of the contractor’s proposals. Past performance information may be obtained from a variety of sources including other government agencies.

Past Performance references for a Joint Venture may be submitted from the entity or the individual companies that comprise it. Joint Ventures with no past performance (i.e., Joint Venture and individual team members) will receive a neutral rating. If the individual members do have past performance experience, then that performance will be evaluated on behalf of the Joint Venture.

The Government does not assume the duty to search for data to cure problems it finds in proposals. Proposals that do not contain the required information are subject to rejection by the Government.

Offerors that list past performance from the Federal Transit Administration (FTA) only in response to this solicitation shall not be required to submit a Past Performance Questionnaire. Instead, the Government will utilize the Contractor Performance Assessment Retrieval System (CPARS) to evaluate Past Performance. Furthermore, the Government expressly reserves the right to use other sources, including agency knowledge, as applicable, in evaluating such Offeror’s past performance. In addition to this information, Offerors that list FTA experience only shall submit all other required information listed under Volume II – Tab 6 - Corporate Experience and Past Performance.

Section 3: Performance History and Summary Matrix: The Offeror shall provide a summary presentation of the Prime Offeror and one subcontractor performance history submissions, in columnar format, with the following information:

• Contractor Name,

• Contract and Task/Delivery Order (if applicable) Number,

• Contractor Status (i.e., prime contractor, prime contractor joint venture participant,

• subcontractor),

• Contract Type,

• Contract Value,

• Performance Period,

• Title/Brief Description of Effort,

• Customer Organization,

• POC Name/Phone Number/E-Mail Address,

• Award contract price and final or projected final price

• Original delivery schedule including dates of start and completion of work final or projected final delivery schedule including dates of start and completion of work

Performance History: The Prime Offeror shall submit a description of two (2) contracts/task orders for which it has recent and relevant performance as the prime contractor. For any contract that involves multiple task orders, the Offeror is limited to submitting relevant task orders only with each task order counting as one contract reference. However, the Offeror may submit the overall contract as one submission if it feels the entire effort is relevant to this requirement.

Recent performance is defined as efforts that have been performed within the past three years. Relevant performance is defined as efforts that are similar to the requirement and as listed in the SOW, Section C in terms of size, scope (technical, contractual, dollar value), and complexity.

One subcontractor shall submit one (1) recent and relevant contracts/task orders for which it has performed as either a prime contractor or subcontractor. Subcontractor submissions shall clearly identify their role (prime or subcontractor) in the contract/task order.

Note that the Government will not consider performance on a newly awarded contract, prime or subcontractor, without a performance history of at least one (1) year of similar or same work. The Offeror shall provide in written detail any known problems and the corrective actions taken should be addressed. For any contracts which did not meet the contractual requirements regarding cost, schedule, or technical performance, an explanation must be provided of the reason(s) for such, and any corrective action taken to avoid recurrence. The Offeror is required to clearly demonstrate management actions employed in overcoming problems and the effects of those actions in terms of improvements achieved or problems rectified.

It is the Offeror’s responsibility to verify the accuracy of all contact and other descriptive information provided in response to above. The Government will not attempt to resolve inaccurate information or locate missing data. The proposal of inaccurate or incomplete information may result in the performance history record(s) not being considered by the evaluation.

Terminations/Debarments: The Offeror shall provide the detailed performance history information required above on all contracts and subcontracts that have been terminated for default in whole or in part, for any reason, during the past three years.

This shall include those currently in the process of termination. Information must also be provided for all contracts and subcontracts that resulted in the appearance of the Offeror on the Debarred List or any other similar Government problem listings during the past three years.

This requirement also applies to any proposed major subcontractor/team member. Information provided under this section does NOT count against the page limitation for this volume. (Limit 10 pages)

The following sections under Section L.27, Labor Categories and Hours Information have been updated:

FROM (Page 188):

Volume III – COST PROPOSAL

It is important that Offerors i.e., Prime Contractors, JVs, and major subcontractors read and follow these cost proposal instructions carefully. The Agency reserves the right to consider an inaccurate or incomplete cost proposal indicative of the Offeror’s inability to perform the work required under the contract and may be grounds for rejection of the proposal.

The Offeror bears full responsibility for any adverse evaluation impact which may result from its failure to furnish cost information required by the RFP.

TO (Page 188):

Volume III – COST PROPOSAL

It is important that Offerors i.e., Prime Contractors, JVs, and all subcontractors read and follow these cost proposal instructions carefully. The Agency reserves the right to consider an inaccurate or incomplete cost proposal indicative of the Offeror’s inability to perform the work required under the contract and may be grounds for rejection of the proposal.

The Offeror bears full responsibility for any adverse evaluation impact which may result from its failure to furnish cost information required by the RFP.

FROM (Page 188):

Volume III – Tab 1 – Cost: All major subcontractors, subcontractors, JV, and Partnering/Teaming documents must be submitted with the prime’s technical and cost proposal. No exception will be given. Various spreadsheets will be required.

TO (Page 188):

Volume III – Tab 1 – Cost Proposal: All subcontractors, JV, and Partnering/Teaming documents must be submitted with the prime’s cost proposal. No exception will be given. Various spreadsheets will be required.

FROM (Page 189):

Volume III – Tab 2 – Cost Proposal:

Section 1: Cost Proposal: Cost information submitted shall be for the Offeror, JV, Partnering/Teaming, and each proposed major and non-major subcontractor. All major subcontractors, subcontractors, JV, and Partnering/Teaming documents must be submitted with the prime’s technical and cost proposal. No exception will be given.

Detailed JV, Partnering/Teaming subcontractor cost information containing proprietary rates and factors for individual cost elements shall be submitted sealed included with the Prime Offeror’s cost proposal.

The Prime Offeror, JV, Partnering/Teaming, and each proposed major and non-major subcontractor shall propose on a CPFF basis for evaluation purposes only. The cost proposal shall include all proposed rates and factors and supporting back up information.

Offerors shall submit attachments J-7 and J-8 in this volume.

TO (Page 189):

Volume III – Tab 2 – Cost Proposal:

Section 1: Cost Proposal: Cost information shall be submitted electronically for the Offeror, JV, Partnering/Teaming, and each proposed subcontractor. No exception will be given. Detailed JV, Partnering/Teaming, subcontractor cost information containing proprietary rates and factors for individual cost elements shall be included with the Prime Offeror’s cost proposal. The Prime contractor shall include a statement identifying subcontractors (name/address/email/phone number) documents that are deemed proprietary and will be password protected. The specified contractor shall be required to provide the password for these documents via fta2024projectmanagementoversight@dot.gov by 5:00PM Eastern Standard Time on January 11, 2024 and shall include the Prime contractor’s information. If this information is not received by the above date and time, these documents will not be reviewed as part of the Prime Contractor proposal submission.

The Prime Offeror, JV, Partnering/Teaming, and each proposed subcontractor shall propose on a CPFF basis for evaluation purposes only. The cost proposal shall include all proposed rates and factors and supporting back up information. Offerors shall submit attachments J-7 and J-8 in this volume.

FROM (Page 191):

Negotiated Indirect Cost Rate Agreements should be included in the Cost Proposal.

If rates are not based on forward pricing agreements or recommendations, discuss the current and/or historical cost data (including projected expenses and expense pools) upon which the proposed rates are based as well as the detailed computation for each indirect rate proposed. Specify if the rates have been audited by DCAA.

Identify any DCAA approved provisional billing rates for the current year and for the past three contractor fiscal years, if applicable. State whether award of this contract will materially affect any current approved provisional billing rates and, if so, show calculations demonstrating the differences between the current provisional billing rates and the rates proposed for this effort. Ensure the cognizant DCAA office has a copy of the proposed rates.

Provide final year end indirect rates or audited final indirect rates for the past three contractor fiscal years.

If a comparison of this procurement’s proposed rates to prior year rates is not applicable state reason(s) for differences. If the difference between former year and current year rates might appear excessive to evaluators, provide rationale for difference.

In addition, the Prime Offeror and each major subcontractor/team member and JV shall propose indirect rate ceilings, as a rate per contract year, for each category of indirect expense (e.g., overhead, general and administrative, material handling, etc.), to be applied to applicable base costs of labor at the Task Order level.

The Offeror shall complete Section B.24 and B.25 as a fill-in under attachment J-13 and incorporate the section under this volume regarding the proposed rate information.

TO (Page 191):

Negotiated Indirect Cost Rate Agreements should be included in the Cost Proposal.

If rates are not based on forward pricing agreements or recommendations, discuss the current and/or historical cost data (including projected expenses and expense pools) upon which the proposed rates are based as well as the detailed computation for each indirect rate proposed. Specify if the rates have been audited by DCAA.

Identify any DCAA approved provisional billing rates for the current year and for the past three contractor fiscal years, if applicable. State whether award of this contract will materially affect any current approved provisional billing rates and, if so, show calculations demonstrating the differences between the current provisional billing rates and the rates proposed for this effort. Ensure the cognizant DCAA office has a copy of the proposed rates.

Provide final year end indirect rates or audited final indirect rates for the past three contractor fiscal years.

If a comparison of this procurement’s proposed rates to prior year rates is not applicable state reason(s) for differences. If the difference between former year and current year rates might appear excessive to evaluators, provide rationale for difference.

In addition, the Prime Offeror and each subcontractor/team member and JV shall propose indirect rate ceilings, as a rate per contract year, for each category of indirect expense (e.g., overhead, general and administrative, material handling, etc.), to be applied to applicable base costs of labor at the Task Order level.

The Offeror…