Attachment 09 - Additional Business Proposal Instructions.pdf

Attachment 09: Additional Business Proposal Instructions RFP: 75N91020R00035 Page 1 of 8

Attachment 09 Additional Business Proposal Instructions

CISNET Consortium for Cancer Surveillance Modeling Support

Refer to SECTION L.2.c Business Proposal Instructions of the Solicitation for a complete description of the Solicitation’s Business Proposal instructions. The following Additional Business Proposal Instructions reflect the requirements of this Request for Proposal (RFP) and are meant to provide additional instructions as well as uniform format for business proposals. The information provided and requested in these instructions should be used as a guide for formatting and preparing the business proposal. This information is provided in addition to instructions provided in Section L of the Solicitation.

Offerors are required to organize and submit the Business Proposal in the following order and as noted below, separating the sections with a page that indicates the section number. If an Item or Section is not applicable, retain the section and item number and write ‘Not Applicable’ after the Item’s Part Name or Section’s Title.

Organization of Business Proposal

SECTION 1 – INTRODUCTION

ITEM PART INSTRUCTIONS

1.1 Business Proposal Title Page See below for specific information required

1.2 Proposal Summary and Data

Record (NIH-2043) Refer to Solicitation Section J - Attachment 10. Do not include SSN number on the form

1.3 Table of Contents (TOC) Include the PDF page number or working link for each Section, Part, Attachment, and Appendix

1.4 Offeror’s Points of Contact Refer to Solicitation Section J - Attachment 11

1.5 Amendment(s)

Acknowledgment Acknowledge each Solicitation Amendment (if applicable) by including each Standard Form 30 (SF-30) signed by your organization’s signature authority

1.6 Exceptions to Solicitation

Terms and Conditions

See 1.6 below.

SECTION 2 – ORGANIZATIONAL INFORMATION

ITEM PART INSTRUCTIONS

NARRATIVE

2.1 Qualifications of the Offeror Refer to Solicitation Section L – Qualifications of the Offeror

2.2 Past Performance

Information

Refer to Solicitation Section L and M and see 2.2 below

2.3 Financial Capacity Statement Refer to Solicitation Section L - Financial Capacity and include the statement in business proposal

2.4 Adequate Accounting

System Certification

Refer to Solicitation Section L - Adequate Accounting System and include the certification statement in business proposal

ATTACHMENTS

2.5 Section K – Representations, Certifications, and Other Statements of Offerors

Refer to Solicitation Section J - Attachment 13

RFP: 75N91020R00035 Page 2 of 8

2.6 Annual Financial Report Refer to Solicitation Section L – Annual Financial Report

2.7 Disclosure of Lobbying

Activities Refer to Solicitation Section J - Attachment 15

2.8 Representation Regarding

Certain Telecommunications and Video Surveillance Services or Equipment.

Refer to Solicitation I.4 - FAR Clause 52.204-24, 52.204-25 and Section J

– Attachment 21

2.9 Travel Policy Refer to Solicitation Section L – Travel Costs/Tr

Refer to Solicitation Section L – Travel Costs/Travel Policy

SECTION 3 -

CORE INFRASTRUCTURE – PRICE PROPOSAL

ITEM PART INSTRUCTIONS

NARRATIVE

3.1 Price Proposal See 3.1 below

3.2 Government Property

Discussion

Refer to Solicitation Section L – Property and see 3.2 below

ATTACHMENTS

3.3 Signed Consultant Letter’s

and/or Agreements Required for all proposed consultants, see 3.3 below

3.4 Subcontractor

Documentation

Signed Commitment Letters must be submitted as part of the Technical Proposal. Additional required documentation and information must be submitted as part of the Business Proposal; See 3.4 below

3.5 Draft Subcontract

Agreements

Required for each proposed subcontractor (unsigned drafts)

3.6 Government Property

Schedule

Refer to Solicitation Section J - Attachment 14.

3.7 Non-Disclosure Agreements Refer to Solicitation Section J - Attachment 18.

3.8 Small Business

Subcontracting Plan

Refer to Solicitation Section J - Attachment 12 and see additional instructions below.

SUBMISSION, FORMATTING, AND PAGE LIMITATIONS

a. The Business Proposal shall be submitted electronically to Angela Moore, Contracts Specialist, at angela.moore2@nih.gov and John Turner, Contracting Officer, at john.turner@nih.gov. No hardcopies are to be submitted.

b. Submit one Business Proposal divided into the sections in the chart above.

c. The Business Proposal shall be a ‘searchable’ PDF to the maximum extent practicable vs. a scanned/unreadable PDF.

d. There are no page limitations for the Business Proposal or any Sections within the Business Proposal.

e. All proposal information and documentation required as specified in the Solicitation should be included and listed in the Table of Contents with a PDF page number or working link.

f. Proposals shall not include links to internet web site addresses (URLs) or otherwise direct readers to alternate sources of information.

g. Font size must be 12 points.

h. Margins must be at least one inch on all sides.

i. Failure to adhere to the formatting requirements above may impact whether your proposal is reviewed in its entirety.

RFP: 75N91020R00035 Page 3 of 8

GENERAL INSTRUCTIONS

a. This is will be a Single Award Indefinite-Delivery/Indefinite-Quantity (IDIQ) contract as contemplated by Federal Acquisition Regulation (FAR) 16.504.

b. Task Order 1 – Core Infrastructure will be awarded simultaneously with the IDIQ parent/base contract. Offerors shall submit a Firm Fixed Price proposal for Task Order 1 broken-down by period.

Do not submit a Price Proposal for the Base Statement of Work.

c. IDIQ contracts are used to acquire supplies and/or services when the exact times and/or exact quantities of future deliveries are not known at the time of contract award and permit ordering of supplies and/or services after requirements materialize. Attachment 1 – SOW (Parent IDIQ), Task Area 10 “Additional Projects in Support of the CISNET Consortium” allows the NCI to order technical and/or logistical support services in support of the CISNET consortium that may materialize after contract award. Given the unknowns for future Task Orders, the IDIQ parent/base contract includes provisions/clauses for the ordering of Cost Reimbursement type Task Orders. Offerors shall also provide an “Adequate Accounting System Certification” (see 2.4) as part of this proposal.

d. Certified cost or pricing data are not required. Pursuant to FAR paragraph 15.403-1(c)(1) the Contracting Officer anticipates adequate price competition between two or more responsible offerors with award made to the offeror whose proposal represents the best value where price is a substantial factor in source selection. Therefore, pursuant to FAR paragraph 15.402(a)(2) no additional data is required from the offerors for the Contracting Officer to establish the reasonableness of the offered prices. However, pursuant to FAR 15.402(a)(3), if a fair and reasonable price cannot be established by the Contracting Officer, the Contracting Officer shall require the submission of additional data sufficient for the Contracting Officer to support the determination of the fair and reasonable price.

The Contracting Officer may require other than certified cost or pricing data after receipt of proposals including, but not limited to, supporting salary documentation, negotiated indirect rate agreements, fringe rate policy, cost of living adjustment policies, merit increase policies, supporting quotes/price catalogues for Material, Equipment, or Other Direct Costs with a unit cost of more than $500.

SECTION 1: INSTRUCTIONS:

1.1 BUSINESS PROPOSAL TITLE PAGE. The following must be provided on the first page of the

Business Proposal:

a. Identification of the Proposal Part (Business Proposal);

b. Solicitation number (75N91020R00035) and title (CISNET Consortium For Cancer Surveillance

Modeling Support);

c. Name and address Offeror;

d. Offeror’s DUNS number;

e. Total Proposed Price (Task Order 1 – Core Infrastructure)

f. A statement specifying the extent of agreement with all terms, conditions, and provisions included in the solicitation

g. Name, address, and telephone number of Audit Office (if available);

h. The following statement: By submitting this proposal, the offeror, if selected for discussions, grants the contracting officer or an authorized representative the right to examine, at any time before award, any of those books, records, documents, or other records directly pertinent to the information requested or submitted.

i. Date of submission;

j. Names, titles, telephone numbers, emails, and signatures of persons authorized to negotiate on the

Offeror's behalf with the Government in connection with this solicitation; and

RFP: 75N91020R00035 Page 4 of 8

k. Name, title, telephone number, email, and signature of person authorized to sign the proposal.

Proposals signed by an agent shall be accompanied by evidence of that agent's authority.

1.2 PROPOSAL SUMMARY AND DATA RECORD (NIH-2043); Do not include any Social Security Numbers (SSNs) on the form. Refer to Solicitation Section J - Attachment 10.

1.3 TABLE OF CONTENTS. Include a Table of Contents (TOC) that provides the PDF page number or working link of each proposal Section or Part that at a minimum uses the headings and subheadings that appear in the chart above. Additional subheadings may be entered at the Offeror’s discretion.

Refer to Other Considerations within Section L of the Solicitation.

1.4 OFFEROR’S POINTS OF CONTACT. Reference Solicitation Section J - Attachment 11.

1.5 AMENDMENT(S) ACKNOWLEDGMENT. Acknowledge each Solicitation Amendment (if applicable) by including each Standard Form 30 (SF-30) signed by your organization’s signature authority.

1.6 EXCEPTIONS TO SOLICITATION TERMS AND CONDITIONS. List all solicitation Terms and Conditions, Provisions, or Clauses that your organization takes exception to.

SECTION 2: ORGANIZATIONAL INFORMATION

2.1 QUALIFICATIONS OF THE OFFEROR. Refer to Solicitation Section L – Qualifications of the

Offeror. Provide a summary of your organization’s “General Experience, Organizational Experience Related to this RFP, Performance History, Pertinent Contracts, and Pertinent Grants”.

2.2 PAST PERFORMANCE INFORMATION. Refer to Solicitation Section L and M for required information. Past Performance Information must be similar in nature to Solicitation Attachment 02 - Task Order 1 –Statement of Work.

2.3 FINANCIAL CAPACITY STATEMENT. Refer to Solicitation Section L - Financial Capacity and include the statement in Business Proposal.

2.4 ADEQUATE ACCOUNTING SYSTEM CERTIFICATION. Refer to Solicitation Section L - Adequate Accounting System.

a. Include the certification statement in business proposal.

b. State whether your organization’s accounting system has been approved for use on

Government cost reimbursement contracts.

c. Provide the Contracting Officer Determination Letter or give the name and address of the agency that approved the system.

d. For cost-type subcontracts proposed, include the subcontractor’s certification and information.

ATTACHMENTS

2.5 SECTION K – REPRESENTATIVES, CERTIFICATIONS, AND OTHER STATEMENTS OF

OFFERORS. Refer to Solicitation Section K and Section J - Attachment 13. Submit Attachment 13 which is an NIH form in addition to completing online representations and certifications on www.sam.gov as indicated in Part IV, Section K of the Solicitation. The North American Industry Classification System (NACIS) code is 518210.

http://www.sam.gov/

RFP: 75N91020R00035 Page 5 of 8

2.6 ANNUAL FINANCIAL REPORT. Refer to Solicitation Section L – Annual Financial Report.

Provide a copy of the organization's most recent Annual Financial Report. If the Offeror does not have an Annual Financial Report or Audited Financial Statement, provide the most recent Balance Sheet.

2.7 DISCLOSURE OF LOBBYING ACTIVITIES. Provide completed OMB Form SF-LLL. Refer to Solicitation Section J - Attachment 15.

2.8 REPRESENTATION REGARDING CERTAIN TELECOMMUNICATIONS AND VIDEO

SURVEILLANCE SERVICES OR EQUIPMENT. Provide completed Representation Form. Refer to Solicitation Section J - Attachment 21.

2.9 TRAVEL POLICY. Refer to Solicitation Section L – Travel Costs/Travel Policy. One copy of the offeror's written travel policy shall be included in the business proposal. If an offeror does not have a written travel policy, the offeror shall so state.

SECTION 3 - CORE INFRASTRUCTURE – PRICE PROPOSAL

3.1 PRICE PROPOSAL

a. Offerors shall submit a Firm Fixed Price proposal for Task Order 1 for the following periods:

Period Date Range Base 04/01/2021 – 03/31/2022 Option Period 1 04/01/2022 – 03/31/2023 Option Period 2 04/01/2023 – 03/31/2024 Option Period 3 04/01/2024 – 03/31/2025 Option Period 4 04/01/2025 – 03/31/2026

b. Evaluation of Options: In accordance with FAR Clause 52.217-5, Evaluation of Options, (July

1990), the Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement, except when it is determined in accordance with FAR 17.206(b) not to be in the Government's best interests. Evaluation of options will not obligate the Government to exercise the options.

The resultant Task Order will include FAR Clause 52.217-8, Option to Extend Services whereby the Government may, by unilateral contract modification, require the Contractor to perform additional options set forth in the Statement of Work. If the Government exercises this option, notice must be given prior to the expiration date of the Task Order, and the price of the Task Order will be increased as set forth in the OPTION PRICES Article in Section B of the Task Order.

c. Direct Labor: The below table of labor hours is provided for estimation purposes only. These hours are not restrictive for proposal purposes. Offerors are encouraged to propose a fixed price consistent with the unique technical approaches proposed.

Labor Category Base Period

(Year 1) Option Period 1 – 4

(Years 2 - 5) Program Director 2080 1248

RFP: 75N91020R00035 Page 6 of 8

Sr. Analyst/Research Associate 600 360 Developer 300 180 IT Administrator 700 420 IT Administrator Assistant 400 240

d. Salary Rate Limitation: The Contractor shall not use contract funds to pay the direct salary of an individual at a rate in excess of the Federal Executive Schedule Level II salary rate limitation (Refer to HHSAR 352.231-70 Salary Rate Limitation).

e. For to Be Named (TBN) or To Be Determined (TBD) positions proposed: Discuss a specific approach, potential risks, and realistic timeline for on boarding each position. Ensure your Price Proposal accurately reflects this timeline.

f. Travel: Federally appropriated funding under this contract shall not be used to attend general scientific conferences. Travel may be required in direct support of this Statement of Work approximately two (2) times per calendar year to attend Mid-Year CISNET Cancer Site Meeting (May/June) and to attend the Annual CISNET meeting(October/ November/ December).

For estimation purposes assume each trip includes three (3) people. Assume the annual meeting is held in Washington, D.C. area and the Mid-Year meeting location alternates between the west and east coast (assume Seattle for west coast for Year 1, Boston for east coast for Year 2, etc.). Assume both the annual and mid-year meetings include five (5) days of actual meetings and assume costs for a five (5) night stay. At the discretion of the CISNET steering committee the timing and schedule of the consortium meeting may be modified.

g. Equipment: Equipment is not anticipated under this contract. If equipment that meets the definition of “Government Property” (See Solicitation Article G.7) is included in the Offeror’s Proposal, this equipment will become Government Property. The Offeror must complete the Government Property Schedule provided in Solicitation Section J - Attachment

14. Further, this equipment must be tracked, maintained, and disposed of pursuant to Government Property regulations.

h. Other Direct Costs (ODCs): The Offeror’s price proposal shall include the necessary ODCS, such as Software Licenses, Hosting, etc. as required by Attachment 1 – Task Order 1- SOW.

i. Consultants: Discuss the services that the proposed consultant(s) are to perform and why these cannot be performed by the Prime Offeror. Provide signed commitment letters from each consultant proposed including the type(s) of services they will perform, the number of hours proposed to work during the period of performance, their hourly rate and confirmation that the rate proposed is the standard rate they charge both federal and non-federal customers.

k. Subcontracts:

i. In the Prime Offeror’s Business Proposal, include a separate Price Proposal for each proposed Subcontractor to include all of the following:

1) A description of the supplies or services to be subcontracted;

2) Identification of the type of subcontract to be used (cost reimbursement, cost plus fixed fee, or fixed price);

3) Identification of the proposed Subcontractor;

4) The proposed subcontract cost or price;

5) Discussion of price/cost analysis of the subcontractor’s cost/price proposal;

RFP: 75N91020R00035 Page 7 of 8

6) Discussion of how price or cost reasonableness was determined including discussion of adequate price competition or its absence properly justified;

7) Discussion of determination of Subcontractor responsibility (Refer to FAR 9.104-4), and;

8) Confirmation of completion of electronic annual representations and certifications at www.sam.gov

ii. Provide a Signed Letter of Commitment from each proposed Subcontractor. The Offeror must also include each Signed Letter of Commitment as part of the Technical Proposal. The letter must be signed by the Subcontractor’s Business Official and include all the following:

1) A statement regarding willingness to perform as a subcontractor for specific services to be provided during the period of performance.

2) What priority the work will be given and how it will relate to other work.

3) The amount of time and facilities available to this project.

4) Information on their cognizant field audit offices.

5) How rights to publications and patents are to be handled.

6) A list of the Government Property (equipment) proposed or include a statement that none is proposed.

iii. Where cost-reimbursement type subcontracts are proposed:

1) Provide the subcontractor’s most recently negotiated Indirect Rate Agreement. If the Subcontractor does not have an agreement, the Subcontractor must provide a list of costs included in the proposed G&A.

Use either the “Two-Tier Indirect Cost System (Excel Format)” or “Three- Tier Indirect Cost Rate System (Excel Format)” found at http://oamp.od.nih.gov/dfas/indirect-cost-branch/indirect-cost-submission.

2) Include adequacy of accounting system certification included in Section L of the Solicitation.

3) Provide an unsigned Draft Subcontract Agreement; Use of the Offeror’s standard template including the subcontractor organization’s name, address, type of subcontract, period of performance, amount of subcontract, relevant flow down clauses, and the subcontractor’s statement of work. Ensure that all required subcontractor flow down clauses are included.

3.2 GOVERNMENT PROPERTY DISCUSSION. Refer to Solicitation Section L “Property” and provide the required information. Government-Furnished Property, if requested, will be determined during negotiations. The Offeror should include a list of property that is requested for purchase with Government funds, refer to Solicitation Section J – Attachment 14 – Government Property Schedule and provide with the Attachments below.

ATTACHMENTS

3.3 SIGNED CONSULTANT LETTER’S AND/OR AGREEMENTS. Required for all proposed consultants. See below “Instructions” Section.

3.4 SUBCONTRACTOR DOCUMENTATION. Signed Commitment Letters must be submitted as part of the Technical Proposal. Additional required documentation and information must be submitted as part of the Business Proposal. See below “Instructions” Section.

3.5 DRAFT SUBCONTRACT AGREEMENTS. Required for each proposed subcontractor (unsigned http://www.sam.gov/ http://oamp.od.nih.gov/dfas/indirect-cost-branch/indirect-cost-submission

RFP: 75N91020R00035 Page 8 of 8 drafts). See below “Instructions” Section.

3.6 GOVERNMENT PROPERTY SCHEDULE. Refer to Solicitation Section J - Attachment 14.

3.7 NON-DISCLOSURE AGREEMENTS. Refer to Solicitation Section J - Attachment 18. Submit this form signed for each named contractor and subcontractor personnel who may have access to non-public information.

3.8 SMALL BUSINESS SUBCONTRACTING PLAN. Refer to Solicitation Section L- Small Business

Subcontracting Plan and Section J - Attachment 12.

a. Pursuant to FAR 19.702 a Small Business Subcontracting Plan is not required if the prime contractor is a small business concern.

b. For SBSP Section 2 (boxes a through h) the right most column titled “% of total Contract $” is not required by the Contracting Officer and should not be completed.

c. The SBSP is to be completed for the base contract under the assumption that the total IDIQ maximum of $3M is awarded to the offeror.

d. The base contract will not include Option Periods. Therefore, all references in the SBSP to “Options” must be marked “NA” or left blank. All references to “totals” or “amounts” must assume a full period of performance inclusive of all option periods.

e. For the purposes of completing the SBSP the term “Other Direct Costs” includes materials, travel, equipment, consultants, subcontracts, and all other direct costs.

f. If the Offeror proposes “Other Direct Costs” that are not set-aside for small businesses the Offeror must provide detailed justification as to why these opportunities cannot be fulfilled by a small business. Only the prime Offeror’s direct labor, fringe benefits, overhead, and indirect costs do not require this justification.

g. SBSP Form Section 2, Item a(1) “Total dollars planned to be subcontracted under this contract” must be determined by dividing the IDIQ Maximum of $3M by the Total Cost proposed for all years for Task Order 1 – Core Infrastructure to arrive at a factor (xx.xx).

This factor should then be multiplied by Total Other Direct Costs ($xxx, xxx) of Task Order 1 – Core Infrastructure for all years to arrive at the “Total dollars planned to be subcontracted under this contract”.

h. Once you have calculated Item a(1), the following percentages in items (b) through (h) must meet the minimum HHS current subcontracting goals; these percentages are located on page 1 of the SBSP and in Solicitation Section L. The resultant dollar value goals in Items (b) through (h) assume the offeror is awarded the total maximum contract value of $3M, the Government understands this value will not match the actual proposed amounts for Task Order 1 – Core Infrastructure.

The table in 2(i) must be based on currently identified subcontracts (inclusive of all ODCs) contained in the Task Order 1 – Core Infrastructure proposals.