Attachment 5 Instructions to Offerors.pdf

70US0923R70093579, Senior Document Analyst

Phase Factor

Number Factor Name Instructions to Offerors

Addendum to FAR 52.212‐1 Evaluation Criteria

Addendum to FAR 52.212‐2 Proposal Requirements (Format, Page Count)

I 1 Document Analyst

Qualifications

(a) Offeror shall submit resume(s) of the person or persons the offeror intends to use to perform Senior Document Analyst tasks within the PWS. Resumes shall be limited to three pages each and shall include the following:

(1) Work history, Demonstrate experience working within an ISO 17025 accredited laboratory (experience shall include conducting analytical examinations and physical tests (instrumental analysis, document authentication and document examination) of evidence to include financial documents, identity documents, and threatening letters to law enforcement agencies and their associated stakeholders.)

(2) Major Professional Accomplishments (Demonstrate mastery level knowledge of the principles, techniques, and processes to apply industry standards and best practices in forensic document authentication.)

(3) Education – list training courses and date of completion to demonstrate knowledge of a variety of advanced laboratory instruments and techniques.

(4) Meet Clearance requirements

(a1) Resume(s) shall demonstrate the Senior Document Analyst has worked within an ISO 17025 Accredited laboratory and is able to independently perform Handwriting/Hand Printing/ Signature Examinations. Competency shall be demonstrated by providing documentation of successfully completing the 2022 Collaborative Testing Services Handwriting Examination Test. The documentation shall include the name of the training program attended, and the date achieved.

(PWS Paragraph 1.2.4.2)

(b1) Demonstrate competency in the ability to recognize and place value on significance of the various handwriting characteristics (which are distinctive or individual to a person’s handwriting).

(PWS Paragraph 1.2.2.1).

(b2) Demonstrate competency assessing the individualizing characteristics of handwriting and signatures to compare characteristics with known and unknown specimens. (PWS Paragraph 1.2.2.1).

(b3) Demonstrate experience appearing in court as an expert witness (PWS Paragraph 1.2.4.9)

(b4) Possesses or has possessed, in last 5 years, an active Tier 4 Public Trust clearance. Favorable adjudication shall be current. (PWS Para 1.4.7 and its associated subparagraphs)

1. Resume: Offeror shall submit Senior Document Analyst resume(s) (no more than 3 pages in length, no smaller than 10-point font, margins no smaller than 0.5)

2. Offeror shall determine the workforce required to perform case work of up to 1200 hours per year (Part-time basis), provided through task orders.

Task orders will be issued 30 days in advance of the case work start date. Based on this, the Offeror may submit resume(s) for the entire staff they intend to utilize to perform the case work.

3. Competency Training Certificate (Collaborative Testing Services 2022 Handwriting Examination Test).

I 2 Personnel Availability

(a) The Offeror’s proposal shall include sufficient information for the Government to determine its level of confidence in the

(a) The Offeror shall demonstrate the ability to provide a minimum of 2 to 4 analysts, with appropriate credentials and

1. Proof of Availability: ‘ ability of the Offeror to conduct case work as described in the PWS, and to begin execution of case work via task order within 45 days of award.

(1) The proposal shall identify the proposed personnel and the company they are employed by. It shall identify employees of the prime, major subcontractors, subcontractors and those working independently, For independent personnel not employed by the prime or subcontractors, the Offeror shall submit a signed statement from the analyst(s) stating their availability and willingness to participate in the program.

security clearances, to assure availability and timely task order execution.

(1) The Government will determine if the offeror has adequate infrastructure to perform casework through internal staffing, through corporate relationships with subcontractors or independent parties, or through a hiring process that will assure program success.

(a) Offeror shall submit a list containing the name of the Program Manager and all analysts who are current employees and available to participate in the program. For personnel who are not currently employed by the Offeror, the Offeror shall identify the company they are employed by or submit a signed statement from each named analyst proposed for the program stating their availability and willingness to participate in executing USSS case work.

(b) Offeror shall list the personnel, their company affiliation, and describe the reporting relationships of the program manager and analysts, the amount of time (proportionate) that each will be involved in performing the anticipated 1200 hours of case work per year and which areas of expertise they are most qualified to perform. (no more than 2 pages in length; plus letters of intent (as required)).

I 6 Price Offeror shall fill-in RFP Attachment 3, Pricing Sheet, Column C for the Offeror’s Labor Category proposed and Column E (fully burdened labor rate) for CLIN 0001.

The detailed breakdown of your proposal is required to allow the Government to determine price reasonableness, in the event adequate price competition does not occur.

(a) This factor will be evaluated along with other business aspects of the price proposal. The purpose of conducting a price proposal evaluation is to assess the reasonableness of the proposed price, including options, and to assess the acceptability of the other business matters of the proposal. The results of the price proposal evaluation shall also be used as an aide in determining each offeror’s

Submit filled in RFP Attachment 3, Pricing Sheet.

understanding of the requirements of the solicitation.

(b) As stated above, separately, and apart from the technical evaluation, the Government will conduct a price evaluation of the offeror's price proposal using the Total Evaluated Price calculated in Attachment 3. The price evaluation will assess the reasonableness of the Total Evaluated Price (proposed prices, including options) in accordance with one of more price analysis techniques as identified in FAR 15.404.

(c) The Total Evaluated Price is inclusive of CLINs 0001, 1001 and 2001 over the course of the contract period of performance (should all options be exercised) will be evaluated.

(d) Proposals may be reviewed to identify any significant unbalanced pricing. An unbalanced proposal is one that incorporates prices that are significantly understated or overstated as indicated by price analysis techniques. In accordance with FAR 15.404-1(g), Unbalanced Pricing, a proposal may be rejected if the CO determines the lack of balance poses an unacceptable risk to the Government.

(e) The CO has determined there is a high probability of adequate price competition in this acquisition. Upon review of the proposals, and if adequate price competition does not exist the CO may ask for additional information. If, in the CO’s opinion, adequate price competition exists no additional cost information will be requested and certification under FAR 15.406-2 will not be required. However, if at any time during this competition the CO determines that adequate price competition no longer exists; Offerors may be required to submit information to the extent necessary for the CO to determine price reasonableness.

(f) Prior to conducting the price analysis, each price proposed will be examined for arithmetic accuracy and consistency of the information presented in the pricing schedule.

Firm Hard Down Select, Competitive Range Determination (Entry into Phase II) II 3 Senior

Document Analyst

Experience and

Capability

(a) Offeror shall provide sufficient information for the Government to determine its level of confidence in the ability of the Offeror to conduct the tasks within PWS Paragraphs 1.2.1 and 1.2.2 and their associated subparagraphs, using the abilities defined in PWS Paragraph

1.2.4 and its associated subparagraphs to:

(1) serve as a technical authority in forensic document examination and perform comparative analysis, typewriting, mechanical impressions, computer assisted handwriting recognition, identification documents and credit cards.

(PWS Paragraph 1.2.4.4 and 1.2.4.5)

(2) develop analyses and examinations in alignment with industry standards and best practices and develop innovative approaches and techniques (PWS Paragraph 1.2.4.4)

(3) handle evidence, avoid destruction of evidence, assure no break in the chain of custody to maintain integrity of the evidence (PWS Paragraph 1.2.4.7)

(4) testify in court under direct and cross-examination. (PWS Paragraph 1.2.2.4 and 1.2.4.9)

(a) The Government will assess its level of confidence the contractor has qualified Document Analyst(s) capable of performing the tasks in PWS Paragraphs 1.2.1, 1.2.2, ad 1.2.4, including their associated subparagraphs. The Government will also assess its level of confidence the document analyst(s) can independently pick the most appropriate tool/technique to conduct forensic document examination and can perform document examinations that comply with USSS Laboratory policies and procedures and meet ISO 17025 standards (PWS Paragraphs 1.2.1.1 and 1.2.1.2)

(1) The Government will assess its level of confidence the analyst can conduct examinations and provide qualitative results. (PWS Paragraph 1.2.4.4)

(2a) The Government will assess its level of confidence the analyst can identify or eliminate persons as the source of handwriting or relative evidence, write reports, and give testimony to aid the users of the analyst’s services in understanding the analyst’s findings.

(PWS Paragraph 1.2.4.6)

Technical Proposal Volume, Part A: No more than 10 pages in length, no smaller than 10-point times new roman font, margins no smaller than 0.5, times new roman font.

(2b) The Government will assess its level of confidence the analyst can perform comparisons, and analyses of documents to establish genuineness, expose forgery, or to reveal alterations, additions, or deletions.

(PWS Paragraph 1.2.2.1)

(3) The Government will assess its level of confidence the analyst is knowledgeable in evidence handling procedures and chain of custody documentation. (PWS Paragraph 1.2.4.7)

(4) The Government will assess its level of confidence the contractor has qualified Analyst(s) capable of giving expert testimony that can withstand vigorous cross examination under adversarial conditions. This evaluation will also include the analyst’s ability to provide opinion testimony and guide preparation of photographic charts used to illustrate opinion testimony (PWS Paragraphs

1.2.2.4 and 1.2.4.9)

II 4 Corporate Experience

(b) The Offeror’s written proposal submission shall include sufficient information to facilitate the government’s evaluation of Factor 4 to determine its level of confidence in the Offeror’s ability to perform the tasks listed within PWS Paragraphs 1.2.1, 1.2.2, 1.2.4 and their associated subparagraphs.

(1) Offerors must include three examples of its own corporate experience as a prime contractor within the last five (5) years (of the RFP release date) in which the Offeror performed work of a similar nature (similar in scope and magnitude) to this effort.

Each experience shall be no more than 1 page in length. It shall be centered on the offerors ability to hire, attract, retain sufficient qualified staff that perform this

(a) The Government will evaluate the Offeror’s corporate experience (inclusive of prime, subcontractor, and analyst(s) experience) in applying current laws, policies, precedents, and regulations in courtroom proceedings, provide reports for use by the judiciary and law enforcement agencies, and provide expert testimony;

and experience maintaining integrity of evidence and material. (PWS Paragraphs 1.2.4.4, 1.2.4.6, 1.2.4.7 and 1.2.4.9)

(b) The Government will evaluate the Offeror’s corporate experience in conducting forensic document examinations using scientific instruments and equipment, and mechanical and chemical processes to perform document

Technical Proposal Volume, Part B:

Submit 3 examples (Prime experiences);

Submit 2 examples (Subcontractor and analyst experiences).

Each experience shall be no more than 1 page in length, no smaller than 10-point times new roman font, margins no smaller than 0.5, type of work. Note: The prime contractor is responsible for providing a program manager to have effective program oversight; however, the prime does not have to perform more than 50% ofthe work.

(2) Each subcontractor or independent analyst shall provide two additional examples to demonstrate their experience performing functions as described in PWS Sections 1.2.1, 1.2.2, and 1.2.4. As with the prime offeror, this experience shall be within the last five (5) years (of the RFP release date) in which the Offeror performed work of a similar nature to this effort. Each experience shall be no more than 2 pages in length.

The corporate experience information provided shall include offeror recent and relevant experience, as applicable. The prime contractor’s corporate experience shall pertain to the prime offeror’s own experience or their key personnel’s own experience in managing a contract of similar scope and magnitude. Likewise, the subcontractors and independent analysts corporate experience shall pertain to their own experience in performing work of the same scope and magnitude as this effort.

The corporate experience information provided should be listed in chronological order, beginning with the most recent project, and shall include the following information:

• Project title

• Description of services or scope of work provided

• Major accomplishments analysis and examination and use computer systems/equipment to derive logical and conclusive findings. (PWS Paragraph 1.2.4.10)

(c) The Government will evaluate the Offeror’s corporate experience in analyzing, evaluating, consolidating, and concluding findings of examinations and ability to recommend modifications of procedures to solve problems encountered or enhance quality of results. (PWS Paragraph 1.2.4.12)

(d) The Government will evaluate the Offeror’s corporate experience in preparing clear, concise and accurate forensic laboratory reports of analysis; research papers and instructional guides (PWS Paragraph 1.2.4.14)

• Contract type

• Contract number

• Government COR or CO: Name, email and phone number

• Period of performance

• Total dollar value

II 5 Management and Staffing Approach

(a) The Offeror shall describe their approach to attract and retain qualified talent to execute the tasks in PWS 1.2.1,

1.2.2 and 1.2.4 and their associated paragraphs throughout the life of the contract.

(b) The Offeror’s approach shall include how they will ensure document analysts are (1) executing examinations and analyses IAW USSS lab procedures and ISO 17025 accreditation standards.

(a) The Government will assess its level of confidence the Offeror (acting in role of the Prime and Program Manager), based on their experience, can effectively attract, and retain qualified analysts that are capable of performing tasks within PWS paragraphs 1.2.1, 1.2.2 and 1.2.4.

(b) The Government will assess its level of confidence the Offeror can effectively oversee and monitor analysts to assure they are executing high quality and timely document authentication, examinations and analyses IAW USSS lab procedures and ISO 17025 accreditation standards.

Management Volume: No more than 2 pages in length, no smaller than 10-point times new roman font, margins no smaller than 0.5.