Attachment 1 Instructions to Offeror and Evaluation Criteria_Final.docx

W81K0024R0008

52.212-1 INSTRUCTIONS TO OFFERORS - COMMERCIAL SERVICES

ADDENDUM TO 52.212-1

The deadline for questions is on 28 November 2023, 2:00 PM, Central Standard Time. All questions must be submitted in writing to james.m.davis1.civ@health.mil and salameya.paulouskaya2.civ@health.mil .

Do NOT submit multiple emails for questions. Answers to vendor questions will be posted to SAM.gov.

Offers received after the deadline will be considered untimely and will not be eligible for award. Offers shall be submitted via e-mail to james.m.davis1.civ@health.mil and salameya.paulouskaya2.civ@health.mil by the date and time established in block 8 of the SF 1449 (Central Standard Time).Failure to submit the required documentation as specified in the following paragraphs will make the Offeror non-compliant and ineligible for award. It is vital that Offerors follow instructions provided and adhere to page limits specified.

This solicitation is set aside to eligible 8(a) firms only in accordance with DFARS SUBPART 219.8 and the Partnership Agreement between the SBA and the DOD. Therefore, only 8(a) firms will be eligible to purpose and receive the award.

Note: Only electronic (e-mail) proposals will be accepted. Offers submitted by any other method are unacceptable. Each volume shall be submitted as a separate file in .pdf format, with the files names clearly identifying the volume number and contractor’s name. Cost/Pricing shall be submitted on the Excel spreadsheet attached to the solicitation (Attachment 2), renamed with the same naming convention. A pdf of pricing is not required. Pricing information shall only be included in Volume IV – Pricing and shall not be included or summarized in any other volume. The proposal shall not contain any extraneous information such as advertisements or marketing information.

Files larger than 20MB may need to be transmitted in separate emails. All emails, regardless of size, need to be received by the Government server, by the stated submission deadline. The Government will not be responsible for any failure of transmission or receipt of the proposal, or any failure of the Offeror to verify receipt of the emailed proposal. All proposals submitted after the deadline will be considered untimely and ineligible for award.

Potential contractors must be registered in the System for Award Management (SAM) to be eligible for award. The SAM website is http://www.sam.gov.

The proposal shall be clear, concise and include sufficient detail for effective evaluation and for substantiation of the validity of stated claims. Responses to this solicitation shall strictly adhere to the requirements set forth in the solicitation. Therefore, each initial proposal should contain the Offeror’s best terms for , past performance, compensation plan and price. Submissions that do not adhere to format and content requirements will be considered non-complaint. The Government reserves the right to eliminate any such proposals from consideration for award.

NOTE: All volumes shall be formatted as single-spaced, letter sized, with a 0.75” or 1” margin all around. Font shall be Times New Roman, 10- or 12-point font (smaller fonts may be used in headers, footers, graphs, charts, tables, and notes provided the type is legible). Page limitations are detailed in the sections below. Pages in excess of the maximums stated will not be reviewed.

The proposal shall be prepared in four (4) separate volumes as follows.

· Volume I – Administrative

· Volume II – Compensation Plans

· Volume III– Past Performance

· Volume IV – Pricing

VOLUME I – ADMINISTRATIVE

Volume I – Administrative shall include the following:

1. A summary or title page identifying the Offeror, the full address, phone, Unique Entity Identifier (UEI), CAGE code, point(s) of contact (POC(s)) of the Offeror, and the solicitation number. Offeror shall include a statement that the Offeror agrees to hold the offered prices firm for 180 calendar days after the proposal closing date. (Limit 1 page).

2. For Offerors proposing as an 8(a) Joint Venture (JV), the JV must be separately identified with its own name, UEI number, and CAGE code in the SAM and designate the entity type as a JV, with individual partners listed as the immediate owners. In addition, Offerors shall include the UEI number, and CAGE number for the individual partners that make up the JV.

3. A summary identifying any proposed teaming partners or subcontractors. At a minimum the summary shall include the role and percentage of work proposed to be performed by the teaming partner or subcontractor. (Page limit: 2 pages)

4. A completed copy of PAGE 1 ONLY of the SF 1449 and any amendments to the solicitation, if any are issued, with the signature of a corporate officer authorized to negotiate for the company. Electronic signature is acceptable. Do not include the entire SF 1449.

5. Representations and Certifications. Offerors shall be registered in the SAM with the appropriate NAICS Code and shall not have any Active Exclusions listed within SAM. If the Offeror is currently registered in SAM with completed representations and certifications, an affirmation on the title page (or separate page) that these representations and certificates are current, complete, and accurate as of the date proposals are due shall suffice. Otherwise, the Offeror shall complete and include with its proposal one (1) copy of the following provisions located within the solicitation: FAR Provision 52.212-3, Offeror Representations and Certifications, Alternate I; FAR Provision 52.209-7, Information Regarding Responsibility Matters; plus any other provisions herein. A small business joint venture offeror must submit, with its offer, the representation required in paragraph (c) of FAR solicitation provision 52.212-3, Offeror Representations and Certifications-Commercial Products and Commercial Services, and paragraph (c) of FAR solicitation provision 52.219-1, Small Business Program Representations, in accordance with 52.204-8(d) and 52.212-3(b) for the following categories: (A) Small business; (B) Service-disabled veteran-owned small business; (C) Women-owned small business (WOSB) under the WOSB Program; (D) Economically disadvantaged women-owned small business under the WOSB Program; or (E) Historically underutilized business zone small business. (Page limit: 1 page if registered in SAM; unlimited pages if including provisions.)

6. The Continuation of Essential Contractor Services Plan. This plan shall be prepared in accordance with DFARS 252.237-7024, Notice of Continuation of Essential Contractor Services, contained in this solicitation. There is no page limit for this plan; however, Offerors are encouraged to be as succinct as possible in describing how it will continue to perform the essential contractor services listed in the Performance Work Statement during periods of crisis. The plan shall identify provisions made for the acquisition of essential personnel and resources, if necessary, for continuity of operations for up to 30 days or until normal operations can be resumed, and shall address, at a minimum, (i) Challenges associated with maintaining essential contractor services during an extended event, such as a pandemic that occurs in repeated waves; (ii) The time lapse associated with the initiation of the acquisition of essential personnel and resources and their actual availability on site; (iii) The components, processes, and requirements for the identification, training, and preparedness of personnel who are capable of relocating to alternate facilities or performing work from home; (iv) Any established alert and notification procedures for mobilizing identified “essential contractor service'' personnel; and (v) The approach for communicating expectations to contractor employees regarding their roles and responsibilities during a crisis. Note: The inclusion of this plan falls under administrative proposal compliance and is not an individually rated factor. By the offeror’s submission, the Continuation of Essential Contractor Services Plan will be incorporated into the resultant contract award of the successful offeror and will be utilized in the event of a period of crisis.

VOLUME II – FACTOR 1 – COMPENSATION PLAN

FACTOR 1. TOTAL COMPENSATION PLANS: Offerors shall submit a complete Total Compensation Plan setting forth salaries and fringe benefits for each specialty identified in this solicitation. Offerors shall breakout the total compensation hourly rates (Base Rate + Fringe = Total Compensation Hourly Rate) for the base period and each option period. Attachment 3 is hereby provided as a sample to assist Offerors in how to breakout the Base Rate + Fringe to equal the Total Compensation Hourly Rate. Offerors are not required to use this sample; however, Offerors are cautioned to ensure that the information presented in Attachment 3 is included with their compensation plan to show the Total Compensation Hourly Rate (Base + Fringe). A Compensation Plan shall be submitted in Microsoft Excel format with all formulas intact. All pricing shall be rounded to two (2) digits.

Offerors shall include a narrative (limited to five (5) pages) and supporting information used in establishing the total compensation structure. The compensation levels proposed should reflect a clear understanding of work to be performed and should indicate the capability of the proposed compensation structure to obtain and keep suitably qualified personnel to meet mission objectives.

In the event of hiring independent contractors and or subcontractors, a separate Compensation Plan will NOT be required. Rather, independent /subcontractor data shall be rolled-up into the prime contractor’s Compensation Plan , and Attachment 3 has to be filled completely to list the subcontractors rates incorporating the prime contractor’s premium. Offerors shall provide an explanation of how the independent contractors and or subcontractors will be compensated, and that the proposal is compliant with subcontracting limitations.

VOLUME III – FACTOR 2 PAST PERFORMANCE

Past Performance shall include the following:

The Offeror shall submit with its proposal evidence of recent and relevant past performance under which YOUR company (the Offeror) provided the same or similar services with similar magnitude and scope in the public and/or private sector. Performance must have been by the Offeror (not by a subsidiary or sister company) either as the prime contractor or subcontractor. For a description of the characteristics or aspects the Government will consider in determining recency and relevancy, see the Evaluation Criteria for Factor 2 – Past Performance in the Addendum to 52.212-2.

· Offerors shall complete and provide the Past Performance Information (PPI) Sheet (Attachment 4) on three (3) task orders or stand-alone contracts/purchase orders the Offeror will complete or has completed within the past three (3) years from the closing date of this solicitation that the Offeror considers most relevant in demonstrating YOUR company’s (the Offeror’s) ability to perform the proposed effort. Offerors shall utilize the attachment provided and ensure all information is complete and accurate.

· If the Task Order or Contract being submitted is an ordering type contractual vehicle (for example, including but not limited to an Indefinite Delivery “D” type contract per FAR 16.5), only after issuance of a delivery/task order does performance occur. The Contract Number, Total Contract Dollar Value, Period of Performance, Type and Complexity of Services provided submitted shall be for the Task/Delivery Order the Offeror has performed under this ordering type contractual vehicle. Not the ordering vehicle itself or a combination of orders under the vehicle.

· Past Performance must be with the Department of Defense (DoD), other US Government departments or agencies, state and local governments and/or commercial/private sector clients. If the Offeror performed as a subcontractor on the reference project, the PPI shall explain what percentage and type of work that was performed by the Offeror as subcontractor.

· Each PPI Sheet is limited to 3 pages per project.

NOTE: Past performance reference projects performed by a proposed teaming partner or a proposed subcontractor will only be considered if: (1) the Offeror submits at least one recent and relevant past performance project that the Offeror has performed, as a prime; (2) the teaming partner or subcontractor is identified as a teaming partner or subcontractor in the administrative volume of the proposal, and (3) the role and percentage of work proposed to be performed by the teaming partner or subcontractor on the proposed requirement is detailed in the proposal. Items (2) and (3) shall be identified in the administrative volume.

· Past Performance Questionnaires (PPQs) in accordance with the PPQ Form (Attachment 5). The Offeror will send blank PPQs to Government agencies and/or private sector companies requesting past performance information on applicable projects. Narratives are required on questionnaires (PPQs) for ratings other than satisfactory. If the narratives do not support the rating or if there is no narrative for a rating higher than satisfactory, the questionnaire rating will be evaluated as satisfactory.

It is the responsibility of the Offeror to track and ensure the completion/submission of the PPQs by the proposal due date. The Government will not accept incomplete or late PPQs. The PPQs shall reference the exact same projects detailed in the PPIs. Past Performance references may be contacted.

· The Government reserves the right to use both the information provided in the Offeror’s Past Performance submittals and information obtained from other sources available to the Government, to include, but not limited to, the Contract Past Performance Assessment System (CPARS), Federal Awardee Performance and Integrity Information System (FAPIIS), Electronic Subcontract Reporting System (eSRS), or other databases; interviews with Program Managers, Contracting Officers, and commercial sources and/or non-Government sources, such as any commercial business or customers referenced by the Offeror in any of the past performance information disclosed.

Provide a copy of the attached Past Performance Questionnaire (PPQ) (Attachment 5) to a minimum of three references with instructions to return the PPQ to the Medical Readiness Contracting Office-West, ATTN: james.m.davis1.civ@health.mil and salameya.paulouskaya2.civ@health.mil by the specified due date for receipt of offers. It is the offeror’s responsibility to ensure the reference submits the PPQ directly to the Contracting Office for consideration. Contractor Performance Assessment Reports (CPARs) will also be accepted in lieu of PPQs. Offerors shall ensure CPARs are finalized and correspond to the list of references provided in this volume.

Note. The Project Summary must contain contract numbers, descriptions of work, periods of performance and, POC emails/phone numbers. If a PPQ was not received for any of the past performance references identified on the past performance information sheet, the Government may conduct interviews to validate performance/quality information. Any past performance reference that does not contain valid/current POC contact information or, if the POC provided cannot validate work identified on the project summary sheet, the past performance reference will not be evaluated.

It is the responsibility of the Offeror to track and ensure the completion/submission of the PPQs by the proposal due date. The Government will not accept incomplete or late PPQs.

VOLUME IV – FACTOR 3 - PRICE

FACTOR 3. PRICE: The Offeror shall submit proposed pricing for all contract line-item numbers identified in the solicitation on the Excel spreadsheet provided as Attachment 2. The Pricing Worksheet shall be submitted in Microsoft Excel format with all formulas intact. Offerors shall ensure the formulas and totals accurately reflect the pricing data proposed. Provide total pricing for the base period and each option period, as well as a grand total of the entire proposal. The Service Contract Act and Wage Determination 2015-5253 Rev 21 dated 7/12/2023 is provided as attachment 7 of the solicitation. Contractors are required to ensure their proposals are compliant with all applicable laws and regulations to include the Service Contact Act Wage Determinations and Executive Orders. Cost and Pricing Data is not required under competitive and commercial acquisitions; however, if only one proposal is received - Other than Certified Cost or Pricing data may be required.

Note: No more than 2 decimal places are to be used.

(m) The non-FAR Part 12 discretionary FAR, and DFARS, provisions included herein are either by reference or in full text. If incorporated by reference, see provision 52.252-1 herein for locations where full text can be found.

END OF ADDENDUM TO FAR 52.212-1

52.212-2 EVALUATION – COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES

ADDENDUM TO 52.212-2

The Government will review proposals received to determine if they are compliant to the solicitation requirements. A compliant proposal is one that meets all of the terms, conditions and specifications in the solicitation. The Offeror must provide all documents listed and comply with all proposal instructions in order for their proposal to be considered “compliant” to this solicitation. Only compliant proposals will be evaluated for award.

Paragraph (a) is hereby replaced with the following:

(a) Award will be made using the Best-Value Tradeoff source selection process. Compensation Plan and Past Performance, when combined are more important than price. However, price could become the determining factor, if the proposals are determined to be essentially equal. The Government intends to award one contract as a result of this solicitation. In using the best value approach, the Government seeks to award to the Offeror who gives the Agency the greatest confidence that it will best meet or exceed our requirements in a way that will be advantageous to the Government. This may result in an award to a higher rated, higher priced Offeror where the decision is consistent with the evaluation factors and the Source Selection Authority (SSA) reasonably determines that the past and present performance of the higher priced Offeror outweighs the price difference.

To arrive at a best value decision, the SSA will integrate the source selection team’s evaluations of the factors described in this provision. While the Government will strive for maximum objectivity, the tradeoff process, by its nature, is subjective; therefore, professional judgment is implicit throughout the selection process. Award will be made to the responsible Offeror whose proposal conforms to all required terms and conditions, includes all required representations and certifications, meets all requirements set forth in the solicitation, and also provides the best value to the Government based on the results of the evaluation as described below.

Award may be made without discussions with Offerors (except communications conducted for the purpose of minor clarification). Therefore, the offer should contain the Offeror's best terms and conditions. Except for communications conducted for the purpose of minor clarification, the Government intends to evaluate the proposal and award a contract without discussions. Therefore, the proposal should contain the offeror’s best terms from a compensation plan, past performance, and price standpoint. However, the Government reserves the right to conduct discussions if it is later determined by the Contracting Officer to be necessary.

EVALUATION CRITERIA

The following evaluation factors will be used to evaluate each proposal. Compensation Plan, Past Performance and price. The Offeror’s compensation plan will be evaluated as either “Acceptable” or “Unacceptable”. If an Offeror’s compensation plan is “Unacceptable” the Offeror will not be eligible for award and will not be further evaluated.

Factor 1 – Compensation Plan Factor 2 – Past Performance Factor 3 – Price

FACTOR 1 COMPENSATION PLAN: The proposed compensation plan for each specialty identified in this solicitation will be considered in terms of its impact upon recruiting and retention and its consistency with a total plan for compensation that is sufficient to attract and retain quality Healthcare Providers (HCPs) at a fair and reasonable rate at which we could reasonably expect a vendor to be able to recruit and retain qualified individuals for this requirement. The Government will utilize a variety of sources to evaluate each Offeror’s Compensation Plan to determine an Acceptable or Unacceptable rating. In order to adequately manage the risk of non-performance and high turnover the Government will evaluate Compensation Plan (base salary plus fringe) rates for the base year and option years to ensure the Compensation Plan is sufficient to recruit and retain qualified candidates to support this requirement. A Compensation Plan for each of the specialties will be required and will be rated individually as either “acceptable” or “unacceptable” and then an overall rating will be assigned for this factor. Compensation plan for each labor category must be rated as acceptable in order to be further evaluated.

Any compensation plan that is incomplete, does not show the breakdown of fringe benefits, explanation if hiring independent contractors/subcontractors, or are not submitted with amounts as hourly (not annual) rates will be rated “unacceptable”.

The following adjectival rating will be used to annotate the evaluation of the compensation plan and will form the basis of the assignment of ratings for Factor 1 Compensation Plan:

Table 1. Total Employee Compensation Acceptable/Unacceptable Rating Method

Acceptable

Based on Medical Readiness Contracting Office – West’s review of current market rates/conditions, the Total Employee Compensation for each labor category identified in the solicitation is sufficient to recruit and retain qualified candidates to support this requirement

Unacceptable

Based on Medical Readiness Contracting Office – West’s review of current market rates/conditions, the Total Employee Compensation is insufficient to recruit and retain qualified candidates to support this requirement

FACTOR 2 – PAST PERFORMANCE.

Evaluation Process

This factor is assessed with an overall Performance Confidence Assessment (PCA) rating (Table 3) which is based on an integrated assessment of the Offerors recent, relevant and quality past performance (PPI Sheets, PPQs and information obtained from other sources available to the Government).

The resulting Performance Confidence Assessment rating is determined at the factor level and represents an overall evaluation of contractor performance. Offerors without a record of recent, relevant and quality past performance or for whom information on past performance is so sparse that no meaningful confidence assessment rating can be reasonably assigned will not be evaluated favorably or unfavorably on past performance and, as a result, will receive a "Neutral Confidence" rating for the Past Performance factor.

NOTE: Past performance reference projects performed by a proposed teaming partner or a proposed subcontractor will only be considered if: (1) the Offeror submits at least one recent and relevant past performance project that the Offeror has performed, as a prime; (2) the teaming partner or subcontractor is identified as a teaming partner or subcontractor in the administrative volume of the proposal, and (3) the role and percentage of work proposed to be performed by the teaming partner or subcontractor on the proposed requirement is detailed in the proposal. Items (2) and (3) shall be identified in the administrative volume.

For Offerors who relied on a subcontractor/teaming partner’s past performance information, the Government will ensure those Offerors meet the subcontractor/teaming partner requirements outlined in the solicitation. The Government will follow 13 CFR 125.8(e) when evaluating any Joint Venture’s submittal under this factor. Consideration will be given to work done individually for each partner as well as work done as the Joint Venture (as applicable).

Recency Assessment: An assessment of the past performance information contained in the Offeror’s submittals will be made to determine if it is recent. To be recent, the effort must be ongoing or must have been performed within the past three (3) years from the closing date of this Solicitation. Past performance information that fails this condition will not be evaluated.

Relevancy Ratings: An assessment of the recent past performance information will be made to determine its relevancy, i.e providing pharmacy technician services. This information will be evaluated to determine how closely the services performed under those contracts relate to the scope, magnitude of effort and complexities this Solicitation requires for pharmacy technician services.

Table 2. Relevancy Relevancy Rating

Performance Quality Assessment After the determination of recency and relevancy, the Government will assess the performance quality (how well the contractor performed on the contracts). The Government will review all past performance information collected and determine the quality of the Offeror’s performance, general trends, and usefulness of the information and incorporate these into the Performance Confidence Assessment. A separate quality assessment rating will not be assigned; rather, the Past Performance Confidence Assessment rating is based on the Offeror’s overall record of recency, relevancy, and quality of performance.

Confidence Ratings: The Government will use the following definitions/ratings in Table 3 when making an overall Performance Confidence Assessment (PCA).

Table 3. Performance Confidence Assessment

Performance Confidence Assessments Rating Methods

FACTOR 3 – PRICE.

Price Analysis will be conducted. Proposals will be evaluated for price reasonableness. The proposed price will be evaluated on the bottom-line price for the entire effort, inclusive of all options, which includes the examination of all proposed option year pricing to ensure no option period is significantly over or understated. A price is reasonable if, in its nature and amount, it does not exceed that which would be incurred by a prudent person in the conduct of competitive business. The Government may use various price analysis techniques and procedures to ensure a fair and reasonable price. Some of those techniques are, but not limited to, comparison of proposed prices received in response to the solicitation and/or comparison of proposed prices with the Independent Government Estimate. Price must be determined fair and reasonable.

Options. The Government will evaluate proposals for award purposes by adding the total price for all options to the total price for the basic requirement. The Government may determine that a proposal is unacceptable if the option prices are significantly unbalanced. Evaluation of options shall not obligate the Government to exercise the option(s).

Given that FAR 52.217-8 provides that the Government may exercise the Option to Extend Services at the rates specified in the contract (i.e., the rates in effect when the Extension of Services option is exercised), for purposes of evaluating the Option to Extend Services, the Contracting Officer will consider the prices submitted for the base and each option year, since those are the binding prices should the Option to Extend be exercised.

The award decision will be based on the best value offered to the Government and not solely on price and price related factors. In making the award decision, the Contracting Officer will consider the evaluated rating of all factors. Ratings below “Neutral Confidence” and/or “unacceptable” will not be eligible for award.

END OF ADDENDUM TO 52.212-2