Attachment 4 Evaluation.docx

Attachment 4 SP4500-22-R-0013 Page 3 of 68

ADDENDA TO 52.212-2 EVALUATION

EVALUATION FACTORS

Source Selection Method -- Best Value

(a) Trade-off Process Non-Price Factors and Price: Award shall be made to the responsible offeror whose proposal conforms to the solicitation and is determined to be the most advantageous to the Government, non-price factors and price considered. The offer selected as best value will represent the best trade-off to the Government among past performance, small business participation, and price. Past Performance is more important than small business participation, but when combined non-price factors will be significantly more important than price. The Government will determine best value on the basis of an assessment of the following factors:

(1) Past Performance Factor – The Government will evaluate past performance in accordance with the Past Performance Proposal and Evaluation clause in this solicitation.

(2) Small Business Participation Factor – The Government will evaluate small business participation in accordance with the Small Business Participation Proposal and Evaluation clause in this solicitation.

(3) Price Factor – The Government will evaluate the offered prices for price reasonableness in accordance with the requirements of FAR 15.404-1.

(b) Options.

(1) The Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement. The total evaluated price will be for the base period and any option periods, plus an additional twenty percent of the value of the last priced performance period in the bid schedule. This additional sum is for evaluation purposes only to address the possible use of FAR 52.217-8, Option to Extend Services, for a period not to exceed 6 months.

(2) Please note that if the 52.217-8 option is exercised, the applicable unit prices for the option will be the same as the immediately preceding period of performance. Therefore, if the option under FAR 52.217-8 is exercised prior to the end of the base period, the unit prices from the base period will be used during the extension period. If the option under FAR 52.217-8 is exercised prior to the end of any option period, the unit prices from the applicable option period will be used during the extension period.

(3) The Government may determine that an offer is unacceptable if the option prices are significantly unbalanced. Evaluation of options shall not obligate the Government to exercise the option(s).

PAST PERFORMANCE PROPOSAL AND EVALUATION

I. Past Performance Information (PPI) Instructions

(1) The offeror shall provide PPI for up to 3 contracts where they were the prime or a subcontractor performing the same or similar services within the last 2 years. Within the three contract limit the contractor can also provide principal subcontractor past performance.

(2) For each contract provide: a valid name and telephone number, contract number, contract type, dollar value, contract award date and completion date, description of work performed, and name and e-mail address of a point of contact. If submitting a contract performed as a subcontractor, include information on the extent of the work performed in relation to the contract as a whole. The description of work performed for each contract shall be in sufficient detail to explain how it is the same or similar to the requirements of the instant solicitation in areas such as number of pickup locations, complexity, scope, and magnitude of the services to determine the relevancy of the referenced work. Additionally, if performance deficiencies occurred, the offeror shall identify what the deficiencies were and detail what corrective action it took, if any. Offerors may meet these requirements by including a completed page 2 of the questionnaire within Volume II of their offer.

(3) If an offeror elects to provide principal subcontractor past performance, the offeror shall provide the principal subcontractor’s consent allowing the Government to disclose negative past performance information to the offeror.

(4) The Government will evaluate up to three contracts submitted by the offeror. If an offeror identifies more than three contracts in its past performance proposal, the Government will evaluate the first three contracts in the order listed in the offeror’s past performance proposal. Current or past contracts with Defense Logistics Agency (DLA) Disposition Services will not be used for evaluation unless they are identified in the past performance proposal (See II(2) below for exception of using PPI for contracts not identified).

(5) Attachment 5 contains a PPI questionnaire that is used to evaluate an offeror’s past performance. The offeror shall provide the PPI questionnaire in Attachment 5 to the past performance reference for contracts it identifies in its proposal. The past performance reference must independently submit the completed PPI questionnaire to the point of contact listed in the solicitation for submittal of offers prior to the closing date of the solicitation. A completed PPI questionnaire for a reference is not required for any DLA Disposition Services Hazardous Waste Disposal contract that is included in an offeror’s past performance proposal. The Government will not consider in an offeror’s evaluation any completed PPI questionnaire received after the date offers are due or directly from the offeror for that reference in the past performance evaluation unless the Government has other past performance data readily available (see II (2) below) to evaluate the reference. Offerors are responsible for ensuring their references submit PPI questionnaires directly to the point of contact listed in the solicitation for submittal of offers; the Government will not be contacting references to obtain a questionnaire/survey on behalf of the offeror.

(6) The submission of a past performance Volume II is required from all offerors. If offerors do not have any past performance, they must at least identify a Volume II in their proposal and state they do not have any past performance to provide. Otherwise, they may be considered non-responsive and excluded from the competition. If the Government only receives a completed PPI questionnaire from a past performance reference and there is no information in an offeror’s proposal regarding that reference, the reference will not be evaluated or considered as a reference for the offeror’s past performance proposal.

II. Evaluation of Past Performance

(1) Except under the circumstances noted in the solicitation paragraph titled Efficiency in Competition, the Government will conduct a Performance Confidence Assessment for each offeror based upon submitted current, relevant PPI as it relates to the expectation of the offeror being able to successfully perform the requirement. There are two aspects to this evaluation: (1) The determination of relevance to this solicitation in scope, magnitude and complexity and (2) How well the offeror performed on its contracts. Past performance will be rated on an adjectival scale. Thus, an offeror with a higher confidence assessment rating for past performance will have a higher expectation of meeting the solicitation requirements than a firm with a lower confidence assessment rating. The Government’s subjective evaluation of the overall quality of an offeror’s submitted PPI will be a factor in determining the relative merits of that offeror’s proposal and in selecting for award an offeror whose proposal is considered the best value to the Government.

(2) In addition to using independently submitted and timely questionnaires received in evaluating past performance, the Government may consider information in the offeror’s proposal using readily available information obtained from other sources, including but not limited to the Contractor Performance Reporting System (CPARS), DLA Disposition Services personnel administering DLA Disposition Services contracts, past and present customers and their employees, other government agencies, including state and local agencies, consumer protection organizations and better business bureaus, former subcontractors, and others who may have relevant information. The Government may also consider negative information for contracts that are not included in the offeror’s past performance proposal if it is determined that the offeror did not identify that contract due to performance problems and/or the contract was for hazardous waste disposal services with the same or similar requirements as the solicitation within the last 2 years.

(3) Evaluation of past performance will be a subjective assessment based on a consideration of all relevant facts and circumstances. It will not be based on absolute standards of acceptable performance. This is a matter of judgement. Offerors will be given an opportunity to address especially unfavorable reports of past performance, and an offeror’s response, or lack thereof, will be taken into consideration.

(4) In the case of an offeror without an identifiable record of past performance or for whom information on past performance is unavailable and/or a corresponding PPI questionnaire was not independently received by the Government before the date offers are due, the offeror will not be assessed either favorably or unfavorably on Performance Confidence, as the degree of confidence known to the Government cannot be adequately determined and is therefore unknown.

SMALL BUSINESS PARTICIPATION PLAN AND SMALL BUSINESS SUBCONTRACTING PLANS PROPOSAL AND EVALUATION

I. Small Business Participation Plan Requirements

(1) The offeror is required to submit a small business participation plan, and a separate and distinct small business subcontracting plan in accordance with FAR 52.219-9 and DFARS 252.219-7003. Small business offerors are not required to submit the small business subcontracting plan, but must still submit a small business participation plan.

(2) All offerors shall submit a small business participation plan that details their intended utilization of small business subcontractors during performance of the contract. This shall include the percentage of work to be performed by small business subcontractors (to include specific goals or percentages for various socio-economic categories as defined in FAR Part 19), the level of commitment to those goals (enforceable vs. non-enforceable commitments), and the offeror’s established or planned procedures for small business outreach and utilization.

(3) For large business offerors, the small business participation plan shall conform to the submitted small business subcontracting plan.

(4) For small businesses, the small business participation plan should include the percentage of work performed by the prime contractor in addition to any subcontractors.

II. Evaluation of Small Business Participation Plans

(1) The evaluation of Small Business Subcontracting Plans, as required by FAR 52.219-9 applies to all offerors except small businesses. The evaluation of Small Business Participation Plans applies to all offerors.

(2) For purposes of small business that are not required to submit subcontracting plans, the Government will evaluate the amount of work proposed to be done by a small business either at the prime level or at the first-tier subcontract level. This evaluation for small businesses will not involve any of the other categories in the small business contracting plan.

(3) The Small Business Participation Plan will be evaluated in terms of the offeror’s proposed subcontracting participation, the extent of commitment to use the subcontractor(s) (enforceable vs. non-enforceable commitments), and the offeror’s established or planned procedures for small business outreach and utilization.

(4) Evaluation of Small Business Participation will be a subjective assessment based on a consideration of all relevant facts and circumstances. It will not be based on absolute standards of acceptability. This is a matter of judgement. An adjectival rating will be assigned to each offeror that is based on their overall small business subcontracting goals, commitment to use of small business subcontractors, and their procedures or plans for small business outreach and utilization.

III. Evaluation of Subcontracting Plans

(1) The evaluation of Small Business Subcontracting Plans, as required by FAR 52.219-9 and DFARS 252.219-7003 applies to all offerors except small businesses.

(2) The Small Business Subcontracting Plan will be evaluated to determine if it meets the requirements of FAR 52.219-9 and DFARS 252.219-7003. If the apparently successful offeror fails to negotiate a subcontracting plan acceptable to the contracting officer within the time limit prescribed by the contracting officer, the offeror will be ineligible for award. The evaluation of the Small Business Subcontracting Plan will be on the basis of total contract value (base and all options).

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