ATCH A _ RFQ Letter and Instructions.pdf

Blanket Purchase Agreement (BPA)

Health Center Loan Guarantee Program Support

Request for Quotation

#75R60224Q00032

ISSUED BY

Health Resources & Services Administration (HRSA)

Office of Acquisitions Management & Policy

5600 Fishers Lane

Rockville, MD 20857

Solicitation # 75R60224Q00032

April 8, 2024

You are invited to submit a quote in accordance with the requirements of Request for Quotation (RFQ)

75R60224Q00032 under FAR subparts 12.6 and 13.303. This is a combined Synopsis/Solicitation for commercial services. The purpose of the procurement is to create a Parent Blanket Purchase Agreement (BPA) to provide health center loan guarantee support to the Health Resources and Services Administration (HRSA).

The period of performance will be one (1) 12-month base period plus four (4) 12-month option periods. It is anticipated that a hybrid Firm Fixed Price (FFP) and Time & Material single award BPA will result from this solicitation. The NAICS Code for this requirement is 541618 – Other Management Consulting Services with a size standard of $19.0M. The PSC code is R406 – Support- Professional: Policy

Review/Development. This RFQ is unrestricted.

Questions

Please submit questions concerning this RFQ via email to cdmitrijev@hrsa.gov. Questions submitted by a method other than email will not be accepted. All emails must include the solicitation number “75R60224Q00032” in the subject line.

• Offerors must cite the relevant RFQ attachment, section, and page number.

• Questions should be written in a manner that enables clear understanding of the Offeror’s questions or concerns.

• Statements expressing opinions, sentiments, or conjectures are not considered valid inquiries and will not receive a response.

Any clarifying information issued by the Government will be provided to all prospective offerors via an amendment to the posting.

All questions must be submitted by April 15, 2024 at 9:00 AM (ET). Questions received after the due date and time will not be considered. No Exceptions.

Quote Submission

Quotes must be signed by a signatory authorized to bind the Offeror and shall be submitted via email to cdmitrijev@hrsa.gov by May 8, 2024 at 9:00 AM (ET).

Quotes shall be prepared in accordance with Section entitled "Instructions, Conditions, and Notices to

Offerors”. This RFQ does not commit the Government to pay any costs for the preparation and submission of a quote nor does it commit the Government to make an award.

Your quote must provide a contact name and telephone number, your company’s name, and complete address, including street, city, county, state, zip code, e-mail address, Tax Identification Number (TIN), and Unique

Entity Identifier (UEI). The TIN must match the name of the offeror to whom the payments will be made.

Please note that FAR 52.204-7 System for Award Management (Oct 2018) applies to this acquisition.

mailto:cdmitrijev@hrsa.gov

The Contractor must be registered in the SAM database at www.sam.gov. "Registered in the SAM database" means that (1) the Contractor has entered all mandatory information into the SAM database; and (2) The

Government has validated all mandatory data fields and has marked the record "Active". If you are not registered in the SAM, you may obtain information on registration and annual confirmation requirements via the internet at http://www.sam.gov or at 1-207-438-1690.

By submission of an offer, the Offeror acknowledges the requirement that a prospective awardee shall be registered in the System Award Management (SAM) database prior to award, during performance, and through final payment of any contract, basic agreement, basic ordering agreement, or blanket purchasing agreement resulting from this solicitation. If not registered in the SAM, the Contracting Officer will proceed to award to the next otherwise successful registered Offeror. SAM requires any prospective awardee to have a UEI number and be registered in the SAM database prior to award, during performance, and through final payment of any award resulting from this solicitation.

It is brought to your attention that the Contracting Officer is the only individual who can legally commit the

Government to expenditure of public funds in connection with this proposed acquisition.

Requests for additional information concerning this RFQ should only be referred to Cynthia Dmitrijev at cdmitrijev@hrsa.gov.

Sincerely, Cynthia Dmitrijev

Contract Specialist

List of Attachments:

Attachment Title

A RFQ Letter and Instructions

B Statement of Work (SOW)

C Standard Form 1449

D Labor Category Loading Matrix

E Price Schedule

F BPA Call Order One

G BPA Call Order Form Template

H Past Performance Questionnaire

I BPA+ Clauses

J Non-Disclosure Agreement (NDA)

K Electronic Payment Information

L SBCX Industry User Guide

Table of Contents

SOLICITATION #: 75R6022400032 ............................................ Error! Bookmark not defined.

SECTION 1: INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

Minimum Requirements: READ THIS FIRST

1.1 Questions

1.2 Quote Format / Submission

1.3 General Instructions

1.4 Technical Quote Instructions

1.5 Past Performance Instructions

1.6 Price Quote Instructions

1.7 Section 508 (VPAT) Instructions……………………………………………………. 12

SECTION 2: EVALUATION FACTORS FOR AWARD

2.1 Basis Of Award

2.2 Evaluation Factors

2.3 BPA Award

SECTION 3: SERVICES AND PRICE

3.1 General Information

3.2 Pricing

SECTION 4: STATEMENT OF WORK

4.1 Introduction and Overview

SECTION 5: ADMINISTRATION DATA

5.1 BPA Administrative Functions

5.2 Ordering Procedures

5.3 Invoicing Instructions

SECTION 1: INSTRUCTIONS, CONDITIONS, AND NOTICES TO RESPONDENTS

Minimum Requirements: READ THIS FIRST

1. Offerors must meet the following minimum requirements. Quotes that fail to meet any ONE of these minimum requirements will not be further evaluated and will be deemed ineligible for award.

2. Submit complete information per the instructions outlined in this document.

3. The Blanket Purchase Agreement (BPA) Contractor must cover all Task Areas in the BPA Scope and BPA

Statement of Work (SOW).

REQUEST FOR QUOTE:

This is a Request for Quotation (RFQ), under FAR subparts 12.6 and 13.303 to establish a single-award BPA.

The Government anticipates issuing a single BPA award. The Government reserves the right in its sole discretion to not make an award.

The Government may make award based on initial quotes received, without discussion of such quotes. Quotes shall set forth full, accurate, and complete information as required by this solicitation package (including

Attachments).

All Quotes must be signed by a signatory authorized to bind the Offeror.

PREPARATION COSTS:

This RFQ does not commit the Government to pay for the preparation and submission of a quotation.

1.1 QUESTIONS

All questions must be received in writing via email to the Contract Specialist (CS) cdmitrijev@hrsa.gov, with the subject line “75R60224Q00032”.

Questions are DUE no later than April 15, 2024 at 9:00 AM (ET).

Offerors must cite the relevant RFQ attachment, section and page number. Questions should be written in a manner that enables clear understanding of the Offeror’s questions or concerns. Statements expressing opinions, sentiments, or conjectures are not considered valid inquiries and will not receive a response.

1.2 QUOTE FORMAT / SUBMISSION

• All filenames shall include the Offeror’s company name and title/subject of content.

• All documents requested herein shall be compatible with Microsoft Office formats and Adobe PDF.

• Quotes in response to this solicitation shall be valid for a minimum of 180 calendar days.

• Offerors shall submit quotes in response to this solicitation in English and in U.S. dollars.

• Quotes may be withdrawn at any time before award. Withdrawals are effective upon receipt of written notice by the Contracting Officer.

Quotations are DUE no later than May 8, 2024 at 9:00 AM (ET). An electronic document(s) of Volume I, Volume II, Volume III, and Volume IV (in PDF and MS Word/Excel format) shall be received via email at cdmitrijev@hrsa.gov.

1.3 GENERAL INSTRUCTIONS

To facilitate the evaluations, proposals shall be submitted in four (4) volumes (submitted separately and clearly labeled) as follows:

Volume Title

I Technical Quote

II Past Performance

III Price Quote

IV Section 508/VPAT

1. Each of these parts shall be separate and complete in itself so that the evaluation of one may be accomplished independently of the evaluation of the other.

2. Where data/information appears in one part, it does not have to be repeated in any other part. However, it shall be cross-referenced by indicating the specific location including the volume and page number as a minimum. The clarity, relevance, and conciseness of the proposal is important, not the length.

1.4 TECHNICAL QUOTE INSTRUCTIONS

Volume I – Technical Quote must not contain references to price; however, resource information such as data concerning labor hours and categories, materials, subcontracts, etc., must be contained in the

Technical Quote so that understanding of the requirements may be evaluated. It must disclose your approach in sufficient detail to provide a clear and concise presentation that includes the requirements of the quote instructions.

Technical Quotes shall:

a. Be single spaced, 1” margins, and containing text no smaller than font size 10 – Arial.

b. Be numbered and each volume shall be tabbed to correspond to the table of contents. Not to exceed

70 typed pages. Offerors may include resumes, draft attachments, samples, graphics, flow charts, organization charts, or drawings as attached appendices which is excluded from the maximum 70 pages. Additional pages of the technical quote, past Page 70, will not be reviewed.

The Technical Quote shall be organized as outlined below:

1.4.1 Understanding the Initiative

Evaluation of this factor will be based on information contained in the technical quotation that demonstrates the degree in which the Offeror understands the requirements outlined in the Scope of Work.

1. The Offeror shall demonstrate knowledge and understanding of the Statement of Work (SOW) requirements.

2. The Offeror shall demonstrate an understanding of the objectives, organization, and operation of the

HRSA Health Center Facility Loan Guarantee Program (LGP) in respect to facilitating access to capital funding and reducing financing costs for the Bureau of Primary Health Care’s (BPHC’s) health center program.

3. The Offeror shall demonstrate an understanding of, and ability to, address the various loan transactional assistance and consultative services covered in the statement of work.

1.4.2 Technical Approach Including Work Plan and Labor Category-Loading Matrix

The Offeror shall describe in detail the proposed Technical Approach for meeting the requirements specified under the description and SOW. The approach shall contain:

1. A methodological work plan for completing each task and subtask in the SOW. Relevant questions and variables stemming from the scope of work should be discussed.

2. A detailed description of the approach to be used in accomplishing individual tasks, including the types of information/data to be obtained, potential sources of information and suggested analysis, and staff involved in completing the SOW tasks. The approach shall include a discussion of the methodology to be used for the individual tasks or subtasks and scheduling of time and persons;

3. A comprehensive timeline.

4. The attached labor category-loading matrix (Attachment D), including work to be performed and deliverables. The Offeror shall provide the matrix, which displays person-days by task and labor category. The matrix shall include the total days and time each labor category will contribute to the contract.

5. A discussion of anticipated challenges and potential problem areas with methods and approaches for resolution.

1.4.3 Personnel

The Offeror shall propose personnel qualified and experienced to successfully perform all required tasks in the

SOW.

1. The Offeror shall identify the Project Director and indicate the names of other key personnel, education, and professional experience of all personnel (including subcontractors, experts, and/or consultants) that will be employed or available to provide services under this contract. Résumés or curriculum vitae of all personnel must be submitted and shall be consistent with the information provided in the Combined Experience Chart.

2. The Offeror shall provide a summary of the experience and years of experience of all personnel with respect to lending programs and loan guarantee programs and/or banking and/or community development lending experience, as evidenced by their resumes or curriculum vitae. In addition, The

Offeror shall summarize the experience of all personnel with respect to:

a. Knowledge and experience working with Section 330-funded health centers

b. Experience working collaboratively with federal staff, contractor, and partners

3. The Offeror shall complete the attached chart for Combined Experience Chart of staff involved in the project. Note that resumes of staff should reflect the experience in the item areas listed on the chart:

Combined Experience Chart

Experience Labor Category

Years of experience

Briefly describe related work experience or training

1 Formal credit training from a commercial bank

2 Experience working as a lender for a bank or community development financial institution (CDFI)

3 Experience structuring financial transactions involving federal loan guarantee programs

4 Experience structuring financial transactions involving New Markets Tax Credits

5 Experience evaluating federal loan guarantee programs

6 Experience managing federal loan guarantee programs

7 Experience evaluating credit risk

8 Knowledge of CDFIs

9 Working knowledge of community banks

10 Working knowledge of health care financial transactions

11 Experience with construction lending

12 Experience managing construction lending projects

13 Experience helping health centers to obtain financing for facility construction or renovation projects.

4. The Offeror shall describe how it plans to ensure that contractor staff are trained in Federal regulations, policies, and program expectations; measures to enhance effectiveness of consultation; approaches to dealing with diversity and conflict; and other current topics relevant to program administration.

1.4.4 Management and Staffing Plan

1. The Offeror shall describe the management plan (also referred to as ‘plan’) for adequately staffing, organizing, and managing the project.

2. The Offeror shall explain how the management and staffing plan will enable the Offeror to start projects quickly, move efficiently by conducting multiple tasks concurrently, complete complex tasks within narrow timeframes, and assure quality of products/ services. The management and staffing plan shall address the following:

a. Management structure and approach;

b. Staffing plan for initial staffing and for meeting future staffing requirements; including a remediation plan if any issues arise with an individual expert;

c. Expert management to include subcontractor (as applicable) reporting and invoicing procedures and formats, to assure compatibility with prime Contractor systems and federal requirements;

d. Data security;

e. Detailed plans and procedures for the administration of tasks; including logistic procedure to manage and coordinate site visits simultaneously.

3. If the Offeror proposes to use any experts or subcontractor employees to carry out elements within the solicitation, the management and staffing plan shall specify how the Offeror and the experts and/or subcontractors shall work together, how the tasks shall be coordinated and how quality assurance shall be accomplished.

4. The Offeror shall describe its method of recruiting employees and experts and retaining them for long-term assignments, under what conditions are full-time permanent employees, part-time employees, versus independent experts and subcontractors used. The Offeror shall also describe its method for recruiting staffing for specialized skills that are required for this project.

5. The Offeror shall provide evidence of the availability of adequate facilities, space, and equipment necessary to accomplish project goals/objectives. Equipment shall include relevant computer hardware and software to track the expenses associated with all work related to each call order and their sub-parts.

6. Offeror shall describe their plan for effective communications and reporting procedures with the

U.S. Government; Proper financial management of the call order; Other project management tasks necessary to successfully meet the requirements of this BPA/call orders; and

7. Risk management and document control.

1.4.5 Organizational Experience

1. The Offeror shall provide a statement of the mission/purpose, general background, experience, and qualification of the organizational entity offering to conduct the work described in this contract.

Include information on similar or related contract, subcontracts, or grants which the entity has completed. Include a brief discussion of present or proposed facilities and equipment to be used in completion of the project. Include a brief discussion on proposed plan to avoid any “conflict of interest” with any BHPC grantees and/or loan guarantee applicants that they work with along with a sample conflict of interest form.

2. Organizational Expertise – the Offeror shall document the following expertise and experience:

a. Experience with lending and loan guarantee programs

b. Experience with Health Center Programs

c. Experience in evaluating financial agreement documents

d. Banking and/or community development lending experience

e. Ability to generate deliverables in a timely manner

1.5 PAST PERFORMANCE INSTRUCTIONS

Volume II –Past Performance shall include three (3) past performance references where the Offeror was the prime contractor or subcontractor for relevant work completed within the past three (3) years as required by this solicitation. “Relevant” is defined as similar in size, scope and complexity to this contract. The Offeror must clarify the percentage of work, dollar allocation and personnel roles as it relates to the key labor category requirements.

Offerors shall submit copies of their Contractor Performance Assessment Reporting Systems (CPARs) ratings for contracts with Government agencies in Volume II. If the Offeror has not held any

Government contracts, then the Offeror may submit references from state, local, or private contracts using the Past Performance Questionnaire (Attachment H). Offerors shall forward a copy of the entire

Past Performance Questionnaire to their clients to complete. The completed questionnaire shall be submitted no later than May 8, 2024 at 9:00 AM (ET) to: cdmitrijev@hrsa.gov. If not received by the deadline, the questionnaire may or may not be considered as a reference.

The Government reserves the right to obtain information for use in the evaluation of past performance from all sources including sources outside the government.

Acceptable methods for providing a total of three (3) past performance references are:

a. Past Performance Questionnaire (Attachment H)

b. Contractor Performance Assessment System (CPARS) reports/ratings

c. Combination of questionnaires and CPARS reports/ratings

1.6 PRICE QUOTE INSTRUCTIONS

Volume III Price Quote must include a statement indicating whether any exceptions are taken to the terms and conditions of the RFQ as part of the transmittal letter. Any exceptions must include identification of the specific paragraphs and rationale for each exception.

The Offeror's Price Quote shall consist of the following:

1. Standard Form 1449, Solicitation (Attachment C)

a. The contractor must complete the following Blocks:

BLOCK 17 State the Name and Address of your organization. Enter the organization’s Tax ID Number or Federal Identification Number. Enter the organization’s UEI number.

BLOCK 19 State the name and address of the individual providing the price quote.

BLOCK 30a Signature of the person authorized to commit your organization to the contract.

BLOCK 30b

BLOCK 30c

Print or type the name and title of the person authorized to commit your organization to the contract.

Enter the Date Signed.

2. Price Schedule (Attachment E)

a. The Offeror shall complete the pricing schedule for one (1) 12-month base period and four (4)

12-month option periods using Price Schedule (Attachment E). Offerors shall submit the Pricing

Schedule to include proposed rates for each period of performance. The order form contains all the services/items to be ordered during the period of performance of the BPA, the offeror shall complete the prices of the order form for each of the items for each period of the BPA. In addition, Offerors shall indicate proposed discounts and the percentage of the discount.

b. Offerors shall provide a Volume II Price Proposal Cover Letter detailing point of contact (name, phone, and email address) that will be responsible for overseeing the BPA and that RFQs issued under this BPA will be sent to.

c. Pricing assumptions, if any, shall be submitted. Assumptions must reference SOW Task, RFQ requirement, and/or Pricing Schedule items.

d. Supporting documents justifying the escalation rates shall be included. Offerors may elect to propose rate increases in lieu of an escalation rate.

e. The Price Quote shall include a detailed breakdown of the cost/price being proposed for the

Pricing Schedule.

f. The Price Quote shall be single spaced, maximum of 20 pages (excluding spreadsheets and other required appendices) and shall be printable on 8.5 x 11 inch paper containing text no smaller than font size 12 – Times New Roman. Each page shall be numbered, and each section shall be tabbed to correspond to the table of contents. Offers may include 11 x 17 inch foldouts only to display tables, or charts. Fonts in tables or charts no smaller than font size 12 – Times New

Roman.

3. Quote for Call Order One (Attachment F)

a. The Offeror shall provide a quote for Call Order One using Call Order One (Attachment F). The unit prices shall be in accordance with the proposed Price Schedule (Attachment E).

1.7 SECTION 508 / VPAT INSTRUCTIONS

Volume IV Section 508 / VPAT. The solicitation includes a requirement for Electronic & Information

Technology (EIT) that reflects the accessibility requirements for the type of EIT. Offerors are required to complete the Voluntary Product Accessibility Template (VPAT) based on the instructions of the Section 508 clause and provision [HHSAR provision 352.239-73 Electronic Information and Technology Accessibility

Notice (DEC 18, 2015; 352.239-74 Electronic and Information Technology Accessibility (DEC 18, 2015)]. This section instructs the Offeror to access the website, complete the HHS VPAT for compliance and submit as part of their technical quote. Section 508/VPAT shall be included as an appendix to the technical quote submission.

SECTION 2: EVALUATION FACTORS FOR AWARD

2.1 BASIS OF AWARD

1. The Government intends to issue a single award BPA based on those results from this solicitation to the responsible Offeror whose quote represents the best value to the Government in accordance with the factors set forth in this RFQ.

2. Best Value Determination – Determining the best value of the quote includes the following Factors:

• Factor A – Technical

• Factor B – Past Performance

• Factor C – Price

• Factor D – Section 508 Compliance (VPAT)

3. Each of the four (4) factors will be evaluated on a stand-alone basis. Factor A will be evaluated on an adjectival basis, see Evaluation Factors below. Factor B will be evaluated on an “acceptable” or

“unacceptable” basis, and Factor C will be evaluated on a total price basis and reasonableness including all options and review of the proposed price schedule.

4. Factor A - Technical is more important than Factor B – Past Performance. When Factor A – Technical, Factor B – Past Performance. and Factor D - Section 508 Compliance are combined, they are significantly more important than Factor C – Price.

2.2 EVALUATION FACTORS

Factor 1 – Technical; will be evaluated on an adjectival basis. When using this methodology, evaluators will assign an adjective descriptor – Outstanding, Good, Acceptable, Marginal or Unacceptable – to each Non-Price

Factor in the Non-Price Quote. That adjective represents evaluators’ conclusions as to the quality of the proposal.

RATING STANDARDS FOR THE NON PRICE PROPOSAL

Adjectival

Rating

Description

Outstanding Proposal meets requirements and indicates an exceptional approach and understanding of the requirements. Strengths far outweigh any weaknesses.

Risk of unsuccessful performance is very low.

Good Proposal meets requirements and indicates a thorough approach and understanding of the requirements. Proposal contains strengths, which outweigh any weaknesses. Risk of unsuccessful performance is low.

Acceptable Proposal meets requirements and indicates an adequate approach and understanding of the requirements. Strengths and weaknesses are offsetting or will have little or no impact on contract performance. Risk of unsuccessful performance is no worse than moderate.

Marginal Proposal does not clearly meet requirements and has not demonstrated an adequate approach and understanding of the requirements. The proposal has one or more weaknesses, which are not offset by strengths. Risk of unsuccessful performance is high.

Unacceptable Proposal does not meet requirements and contains one or more deficiencies.

Proposal is not awardable.

The conclusions will have a written narrative identifying the associated strengths, weaknesses, deficiencies, risks, and uncertainties. The strengths or weaknesses are the findings that support the assigned adjective rating.

Support Description

Significant

Strength

An aspect of an offeror's proposal that has appreciable merit or appreciably exceeds specified performance or capability requirements in a way that will be appreciably advantageous to the Government during contract performance.

Strength An aspect of an offeror's proposal that has merit or exceeds specified performance or capability requirements in a way that will be advantageous to the Government during contract performance.

Weakness A flaw in the proposal that increases the risk of unsuccessful contract performance.

Significant

Weakness

A flaw that appreciably increases the risk of unsuccessful contract performance.

Deficiency A material failure of a proposal to meet a Government requirement or a combination of significant weaknesses in a proposal that increases the risk of unsuccessful contract performance to an unacceptable level.

Technical will be rated based on the following factors:

Each of the four factors will be evaluated on a stand-alone basis.

2.2.1 Factor A - Technical

Factor A will be rated based on the following scores:

TECHNICAL FACTOR

1. Understanding the Initiative

2. Technical Approach Including Work Plan and Labor Category-Loading Matrix

3. Personnel

4. Management and Staffing Plan

5. Organizational Experience

1. Understanding the Initiative

The Government will evaluate whether:

• The Offeror demonstrates knowledge and understanding of the Statement of Work (SOW) requirements.

• The Offeror demonstrates an understanding of the objectives, organization, and operation of the

HRSA Health Center Facility Loan Guarantee Program (LGP) in respect to facilitating access to capital funding and reducing financing costs for the Bureau of Primary Health Care’s (BPHC’s) health center program.

• The Offeror demonstrates an understanding of, and ability to, address the various loan transactional assistance and consultative services covered in the statement of work.

2. Technical Approach Including Work Plan and Labor Category-Loading Matrix

The Government will evaluate:

• The extent to which the Offeror’s Technical Approach is consistent with the goals, objectives, and purpose, and complies with the LGP’s requirements.

• The extent to which the Offeror’s understands the work effort involved in each task and subtask and demonstrates an ability to satisfactorily complete each task and subtask.

• The Offeror’s ability to complete high quality work within the period of performance.

• The extent to which the labor-category-loading matrix adequately responds to the level of effort and expertise required by the task.

• The extent to which the Offeror demonstrates an understanding of potential challenges and problem areas and proposes adequate approaches for resolution.

3. Personnel

• The extent to which the proposed personnel’s experience and abilities demonstrate an ability to perform and accomplish the tasks and subtasks identified in the Scope of Work.

• The extent to which the personnel to be assigned have the compliment of experiences detailed in the Combined Experience Chart.

• The extent to which the proposed personnel’s experiences and abilities, as demonstrated in their resumes, reflect the experience in the Combined Experience Chart.

• The proposed personnel include key personnel who will be providing contract management, project management, training, and technical assistance for this BPA.

4. Management and Staffing Plan

The Government will evaluate the Offeror’s demonstrated capability to provide adequate organizational capacity and back-up for key personnel within its own organization. The management plan shall:

• Include effective approaches to working with the Contracting Officer Representative (COR) and

HRSA program representatives;

• Demonstrate the Offeror’s ability to manage multiple tasks that require significant effort;

• Demonstrate appropriateness of proposed staffing configuration and proposed time assigned to each task;

• Include a recruitment and replacement plan;

• Include a staffing plan for or initial staffing and for meeting future staffing requirements.

5. Organizational Experience

• The Offeror’s demonstrated capability to provide adequate organizational capacity and back-up for key personnel within its own organization.

• The Offeror’s demonstrated organizational expertise and experience in the following areas:

▪ Experience with lending and loan guarantee programs

▪ Experience with Health Center Programs

▪ Experience in evaluating financial agreement documents

▪ Banking and/or community development lending experience

▪ Ability to generate deliverables in a timely manner.

2.2.2 Factor B - Past Performance

The Offeror’s past performance will be evaluated in accordance with the following Past Performance Relevancy

Rating Standards and Performance Confidence Assessments Standards.

The Government will conduct a past performance evaluation of the Offeror’s past performance as well as that of its subcontractors (if applicable). Past performance consists of past performance relevancy and performance confidence; thus, the Offeror will be assigned two (2) ratings for past performance: First, the Government will evaluate the Offeror’s past performance references to determine how relevant a recent effort is to the current requirement for source selection. Common aspects of relevance include similarity of service/support, complexity, magnitude of effort, dollar value, and contract type. Second, the Government will evaluate the

Offeror’s past performance to determine the quality of work performed and assess the level of expectation that the Offeror can successfully perform the required effort.

Rating Definition

Very Relevant Present/past performance effort involved essentially the same scope and magnitude of effort and complexities this solicitation requires.

Relevant Present/past performance effort involved similar scope and magnitude of effort and complexities this solicitation requires.

Somewhat Relevant Present/past performance effort involved some of the scope and magnitude of effort and complexities this solicitation requires.

Not Relevant Present/past performance effort involved little or none of the scope and magnitude of effort and complexities this solicitation requires.

Rating Description

Exceptional Confidence Based on the Offeror’s recent/relevant performance record, the

Government has very high expectations that the offeror will successfully perform the required effort.

Very Good Confidence Based on the Offeror’s recent/relevant performance record, the

Government has very good expectations that the offeror will successfully perform the required effort.

Performance Confidence Assessment Standards

Satisfactory Confidence Based on the offeror’s recent/relevant performance record, the

Government has reasonable expectations that the offeror will successfully perform the required effort.

Marginal Confidence Based on the offeror’s recent/relevant performance record, the

Government has minimal expectations that the Offeror will successfully perform the required effort.

Unsatisfactory Confidence Based on the offeror’s recent/relevant performance record, the

Government has no expectation that the Offeror will successfully perform the required effort.

Unknown Confidence

(Neutral)

No recent/relevant performance record is available or the offeror’s performance record is so sparse that no meaningful confidence assessment rating can be reasonably assigned.

The Government reserves the right to obtain information for use in the evaluation of past performance from any and all sources, including sources outside of the Government.

If an offeror’s past performance is determined Unacceptable, the quote may not be selected for award.

2.2.3 Factor C - Price

Price will be calculated and determined either Acceptable or Unacceptable per the following:

1. In order for the Offeror’s Price Quote to be rated “Acceptable”, the CO must determine that the proposed pricing is fair, reasonable, and supportable, based on the Offeror’s price schedule. The proposed pricing must be advantageous to the Government.

2. The Government will evaluate the overall total price quoted, which contains quoted prices for all line items, including all options. Additionally, the Government will evaluate the table of labor categories, hourly rates and unit pricing being proposed for the BPA. All other information required in the price quote will be evaluated for completeness and accuracy. The Government reserves the right to clarify any discrepancies discovered during the evaluation.

3. The Government will consider and evaluate the level of effort (labor categories and number of hours in Attachment D), hourly rates and unit pricing being proposed to determine the feasibility of completing the required services at an overall fair and reasonable price.

4. The Government will evaluate the price quotes for Call Order One (Attachment F) developed using the Offeror’s Price Schedule (Attachment E).

If an Offeror’s assigned a rating of “Unacceptable” for Factor C – Price, the Offeror will not be considered for award since the price reasonableness of the quotation cannot be determined and/or the Government cannot confirm that what is quoted corresponds with what is contained in the Offeror’s price schedule. The

Government will also consider clarity and adequacy of the price quote offered by the Offerors.

2.2.4 Factor D - Section 508 Voluntary Product Accessibility Template (VPAT), version 2.1 or later, will be evaluated based on the following:

The evaluation of the VPAT is independent from the other factors and will be based on the demonstrated capabilities of the prospective Offeror to meet the requirements of all the applicable Section 508 standards as listed in the attached HHSAR clause: 352.239-74 Electronic and Information Technology Accessibility.

Alternatively, Offerors may propose goods or services that provide equivalent facilitation. Such offers will be considered to have met the standards of the Access Board’s standards for the feature or component providing equivalent facilitation. If none of the Offerors propose goods or services that fully meet all of the applicable

Access Board’s standards, those Offerors whose products or services meet some of the applicable standards will be considered eligible for award.

ICT vs. EIT

Procurement documentation from HHS or other agencies may contain references to “EIT” (Electronic and

Information Technology) and “ICT” (Information and Communications Technology). HHS considers these terms to be interchangeable, and “EIT” should always be interpreted to be “ICT” in any HHS procurement.

The Section 508 VPAT will be evaluated as described in this chart.

ICT Products fully meet intent of all applicable Section

508 Standards. Risk of failure to meet all Section 508

Requirements is very low.

Green

ICT Products can be made capable of meeting the intent of all applicable Section 508 Standards by using alternative methods for some or all of the products. Risk of failure to meet all Section 508 Requirement is low.

Yellow

ICT Products fail to meet the intent of any of the applicable Section 508 Standards or the VPAT is materially incomplete. Risk of failure to meet all Section

508 Standards is high.

Red

2.3 BPA AWARD

1. The Government reserves the right to reject any quote that includes any assumption that adversely impacts the Government’s requirements or fails to comply with any of the requirements outlined herein.

The Government reserves the right to make award without further discussions.

2. The Government reserves the right to waive informalities and minor irregularities in quotes received.

SECTION 3: SERVICES AND PRICE/COSTS

3.1 GENERAL INFORMATION

3.1.1 Authorized BPA Users

The scope of this BPA allows for HRSA’s Bureau of Primary Health Care (BPHC) to order against this vehicle.

The Contracting Officer shall be the only individual authorized to issue Call Orders under this BPA.

3.1.2 Term of BPA

The Term of the BPAs will be one (1) 12-month base period and four (4) 12-month option periods, unless cancelled.

3.2 PRICING

Reference the Price Schedule (Attachment E), to be completed upon quote submission, including the estimated labor categories and pricing (Attachment D) for the BPA.

SECTION 4: STATEMENT OF WORK

4.1 INTRODUCTION AND OVERVIEW

Independently and not as an agent of the Government, the Contractor shall furnish all personnel, material, facilities, services, and equipment as needed to perform the tasks in the Statement of Work set forth as

Attachment B attached hereto and made part of this Agreement.

SECTION 5: ADMINISTRATION DATA

5.1 BPA ADMINISTRATIVE FUNCTIONS

Upon or after award, the CO may designate a Contracting Officer’s Representative (COR) to oversee the performance of the BPA.

The BPA CO is the only person authorized to make or approve any changes to the requirements or terms and conditions contained in the BPAs. In the event the Contractor makes any BPA changes at the direction of any person other than the CO, the change will be considered to have been made without authority and no adjustment will be made to cover any increase in cost incurred as a result thereof. The HRSA points of contact responsible for overall administration of this BPA are:

Title: Contracting Officer

Phone:

E-mail:

Title: Contract Specialist

Title: Contracting Officer Representative

The assigned COR for individual Call Orders will be specified at the time of the order award.

5.2 ORDERING PROCEDURES

The BPA Call Orders will be placed in accordance with FAR subpart 13.303. The following procedures will apply to all Call Orders issued under this BPA. Any services to be furnished under this BPA will be ordered by an issuance of a Request for Quotation (RFQ). HRSA reserves the right to modify these ordering procedures at any time. Call Orders will be issued in accordance with the FAR provisions and as described below.

Only an authorized HRSA CO can issue a Call Order under this BPA. No work will be performed and no payment will be made except as authorized by a signed Call Order.

The RFQ procedures described below represents the Government’s approach to issuing a Call Order under this

BPA.

1. The RFQ may be issued electronically or by phone. The Contractor shall maintain and update the

Government of any changes to the point of contact’s email. The BPA holder will be provided with a written RFQ and BPA Order Form (Attachment G).

2. At a minimum, the order form will specify the following:

• Date of request

• Initiative ID

• BPA Number and Order Number

• Period of Performance (estimated)

• Ordering Period (Base, Option Period 1, 2, 3, or 4)

• Order Type

• BPA Call Order COR

• Call Order Quantities

• Total Cost/Price

3. The ordering activity will place an order directly with the Contractor based upon pre-established prices from Section 3.2 – Pricing of the BPA.

4. All individual Call Orders will be issued as Firm-Fixed Price or hybrid Firm-Fixed Price/Time &

Materials.

5. The Government reserves the right to award a Call Order without discussions.

6. The BPA holder shall prepare the quotation by having an authorized representative sign BPA Order

Form (Attachment G) and submitting the order form back to the issuing Contract Specialist within the timeframe requested in each RFQ, usually within three (3) business days from the date of issuance. The

Contractor shall submit the quote in accordance with the RFQ instructions.

5.3 INVOICING INSTRUCTIONS

The Contractor shall submit a separate invoice(s) for each call order issued under this BPA and in accordance with invoicing instructions (Attachment K).

The terms and conditions included in this BPA apply to all purchases made pursuant to it. In the event of an inconsistency between the provisions of this BPA and the Contractor's invoice, the provisions of this BPA will take precedence.