B08.02 Evaluation Factors.pdf

Revolutionary FAR Overhaul (RFO) 52.212-1 Instructions to Offerors – Commercial Products and Commercial Services

(a) Submission of offers. Submit signed and dated offers to the office specified in this solicitation at or before the exact time specified in this solicitation. As a minimum, offers shall include—

(1) The solicitation number;

(2) The name, address, telephone number of the Offeror;

(3) The Offeror’s Unique Entity Identifier (UEI) and, if applicable, Electronic Funds Transfer (EFT) indicator;

(4) Information necessary to evaluate the factors contained in the provision at 52.212-2 or as described in the solicitation;

(5) Responses to provisions that require Offeror completion of information, representations, and certifications (other than those collected via the System for Award Management (SAM)); and

(6) A statement specifying the extent of agreement with all terms, conditions, and provisions included in the solicitation and any solicitation amendments.

(b) Period for acceptance of offers. The Offeror agrees to hold the prices in its offer firm for 60 calendar days from the date specified for receipt of offers, unless another time period is specified in an addendum to the solicitation.

(c) Late submissions, modifications, revisions, and withdrawals of offers.

(1) Offerors are responsible for submitting offers and any modifications or revisions to the Government office designated in the solicitation by the time specified in the solicitation.

(2) Any offer, modification, or revision received after the time specified for receipt of offers is “late” and will not be considered unless it is received before award is made and the Contracting Officer determines that accepting the late offer would not unduly delay the acquisition. However, a late modification of an otherwise successful offer that makes its terms more favorable to the Government will be considered at any time it is received and may be accepted.

(3) If an emergency or unanticipated event interrupts normal Government processes so that offers cannot be received at the Government office designated for receipt of offers by the exact time specified in the solicitation, and urgent Government requirements preclude amendment of the solicitation or other notice of an extension of the closing date, the time specified for receipt of offers will be deemed to be extended to the same time of day specified in the solicitation on the first work day on which normal Government processes resume.

(4) Offerors may withdraw their offers by written notice to the Government received at any time before award.

(d) Contract award (not applicable to Invitation for Bids). The Government intends to evaluate offers and award a contract without discussions with Offerors. Therefore, the Offeror’s initial offer should contain the Offeror’s best terms. However, the Government reserves the right to conduct discussions, if necessary. The Government may reject any or all offers if such action is in the public interest, accept other than the lowest offer, and waive informalities and minor irregularities in offers received.

(e) Debriefings. If a postaward debriefing is given to requesting Offerors, the Government will disclose the following information, if applicable:

(1) The agency’s evaluation of the significant weak or deficient factors in the debriefed Offeror’s offer.

(2) The overall evaluated cost or price and technical rating of the successful Offeror and the debriefed Offeror and past performance information on the debriefed Offeror.

(3) The overall ranking of all Offerors when any ranking was developed by the agency during source selection.

(4) A summary of the rationale for award.

(5) For acquisitions of commercial products, the make and model of the product to be delivered by the successful Offeror.

(6) Reasonable responses to relevant questions posed by the debriefed Offeror as to whether the agency followed source-selection procedures set forth in the solicitation, applicable regulations, and other applicable authorities.

Addenda to 52.212-1, Instructions to Offerors – Commercial Products and Commercial Services

Offer Format: The offer shall be submitted in three (3) separate files/volumes corresponding to the evaluation factors:

Volume I: Technical Proposal

Volume II: Past Performance

Volume III: Price Proposal

Page size shall be 8.5 x 11 inches with a minimum font size of 10-point, Times New Roman.

Page Limitations:

• Volume I (Technical) shall not exceed 30 pages.

• Volume II (Past Performance) shall not exceed 16 pages (this excludes completed

CPARS/PPQ forms).

• Volume III (Price) has no page limit.

Pages exceeding these limits will not be evaluated. Covers, tables of contents, and required forms (e.g., Reps and Certs, 52.204-24) are excluded from the page count.

Period for acceptance of offers. The offeror agrees to hold the prices in its offer firm for 90 calendar days from the date specified for receipt of offers.

System for Award Management (SAM). Offerors must be actively registered in SAM at the time of offer submission to be eligible for award.

Along with the required information outlined in 52.212-1(a), Submission of offers, the offeror shall provide the following information:

Detailed Proposal Content

Volume I - Technical Proposal

The technical proposal shall not contain any pricing information.

Volume 1 shall contain proposal information for Factor (1) Technical Approach and Program Management and (2) Provider Network and End User Experience.

The proposal shall demonstrate a clear understanding of the requirements in the Performance Work Statement and detail the offeror's approach to successfully performing the work. The proposal must address the following areas:

Technical Volume (Factor 1Technical Approach and Program Management) Format: PDF/Word Document

Page Limit: 20 pages, not including resumes

Describe the methods and procedures for providing the full range of EAP and Work-life services as required by the PWS. This should include, at a minimum:

• Technical approach to providing counseling, consultation, and referral services.

• Capabilities for providing Critical Incident Support and wellness training seminars.

For the IDIQ, the offeror shall submit sufficient information for the Government to make a comprehensive evaluation of the offeror’s technical approach and capability in meeting the requirements listed in the attached performance work statement requirements for successful performance of the IDIQ. The proposal shall describe the methods and techniques used to complete each task, and discuss managing all aspects of this requirement to include the following elements listed below:

Management Approach: The offeror shall describe their proposed management approach through Program Management Controls, submission of a Staffing Plan, and Key Personnel. This volume must not contain any reference to cost; however, resource information such as data concerning labor categories, subcontracts, etc. must be provided to demonstrate the Offeror's understanding of the requirement.

Staffing Plan: The proposal shall provide a staffing approach to meet the Government’s requirements and how the offeror plans to manage unexpected turnover due to promotions, employees leaving the company, extended illnesses, military duty, etc., and how that plan minimizes the impact on contract performance. The staffing section shall demonstrate how the offeror will ensure personnel coverage during absences (sick and personal leave of employees).

The Staffing Plan shall also describe the offeror’s plan to effectively and efficiently meet the Government’s requirements with the proposed staff over the five-year life cycle of the IDIQ. The offeror shall also provide a rationale that describes the basis for their proposed level-of-effort and labor mix.

Key Personnel (No page limit): Offerors shall provide a resume for each of the proposed Key Personnel identified in PWS Section 1.9.8. The resume shall demonstrate how the personnel meets or exceeds the personnel requirements listed in the PWS. Where the individual has one or more of the preferred skills and experience listed, the resume shall demonstrate how the individual meets the preferred attribute(s).

Resumes shall contain the following information:

• Name of key personnel

• Role the individual will play on the IDIQ; e.g. Program Manager, Service Center Manager, Onsite Counselors

• Education to include degree(s), degree-granting institution, date degree awarded, and specialization

• Certifications, professional licenses, and professional affiliations

• Total years of experience, and total years of experience related to IDIQ PWS requirements (by employer), to include the month and year

• Work assignments, to include location/organization, start and end dates (include month and year) of each assignment, responsibilities for each assignment, and a brief description of how each assignment relates to the PWS requirements

• Percentage of time available to the IDIQ

Submitted resumes must meet all of the requirements under which they are proposed.

Data previously submitted, or presumed to be known, i.e., descriptions of previous projects performed for the Government, cannot be considered as a part of the proposal unless physically incorporated in the proposal. Clarity, completeness, and conciseness are essential.

Technical Volume (Factor 2 Provider Network and End User Experience) Format: PDF/Word Document

Page Limit: 10 pages

Describe the methods and procedures for providing the full range of EAP and Work-life services as required by the PWS. This should include, at a minimum:

• Management of the counselor network, including credentialing and quality assurance.

• Description of the web-based resources and databases available to users.

Past Performance Volume (Factor 3) Format: PDF/Word Document

Page Limit: 1 list with a maximum of three references and 1 past performance questionnaire

(attached to this solicitation) per reference on list

This volume must be organized into three sub-sections: List of Relevant Contracts/Subcontracts, Performance Assessment Questionnaires, and Quality of Past Performance metric. Specific instructions for each sub-section are explained below:

• List of Relevant Contracts/Subcontracts. Offerors shall list a maximum of three contracts or subcontracts completed or on-going within the last three years from the release date of this solicitation. Offerors shall also explain how each contract/subcontract is relevant to this effort and indicate which contracts, if any, have completed evaluations in the Contractor Performance Assessment Reporting System (CPARS). If an offeror does not have a record of performing any relevant contracts/subcontracts or information regarding relevant contracts/subcontracts is not available, the offeror shall submit a formal statement that no past performance information relevant to this effort is available.

• Performance Assessment Questionnaires. A “Performance Assessment

Questionnaire” is provided as attachment to this solicitation. For each contract/subcontract listed in the “List of Relevant Contracts/Subcontracts” sub-section, the offeror shall complete “Part 1” of the “Performance Assessment Questionnaire” and send the questionnaire along with a copy of the cover letter to the appropriate point of contact (POC). The POC for each relevant contact/subcontract shall return the completed questionnaire to the offeror for inclusion in their proposal submission. If a POC is unresponsive, the offeror shall instead include the questionnaire with “Part 1” completed as well as a statement explaining how many attempts were made to contact the POC and that the POC was unresponsive. If the offeror included a formal statement that no past performance information relevant to this effort is available in the “List of Relevant Contracts/Subcontracts”, then the offeror need not address this sub-section (i.e. Performance Assessment Questionnaires).

Offerors shall submit past performance information for a maximum of three contracts or subcontracts completed or on-going within the last three years from the release date of this solicitation. On-going contracts must be at least 50% complete as of the release date of this solicitation. offerors shall provide a project narrative and reference information in narrative form to address each of the bullets below. All points of contact, addresses, telephone numbers, data, fax numbers, etc. should be verified by the offeror prior to submission to the Government as part of the Offeror’s proposal. Points of contact should be knowledgeable of past performance from a contractual, managerial, and technical perspective.

Project Title Project Description Project Start & Ending Dates Offeror’s role in the Project Contract Value/Actual Awarded Amount POCs, Phone, Fax, Address, Email Statement of the relevancy of the project to this PWS Performance recognition documents received within the last three years on projects relevant to this PWS such as awards, award fee determinations, customer letters of commendation, and any other forms of performance recognition

(ii) In addition to the above, the Government may review any other sources of information for evaluating past performance. Other sources may include, but are not limited to past performance information retrieved through the Supplier Performance Risk System (SPRS), including Contractor Performance Assessment Reporting System (CPARS), using all CAGE codes/DUNS numbers of team members (partnership, joint venture, teaming arrangement, or parent company/subsidiary/affiliate) identified in the Offeror’s proposal, inquiries of owner representative(s), Federal

Awardee Performance and Integrity Information System (FAPIIS), Electronic Subcontract Reporting System (eSRS), and any other known sources not provided by the offeror.

• Quality of Offeror’s Past Performance Metric. To establish the quality of your past performance, you are required to submit information on three recent and relevant projects. The Government will use this information, in conjunction with data obtained from other sources such as the Contractor Performance Assessment Reporting System (CPARS), the Past Performance Information Retrieval System (PPIRS), and other verifiable sources, to conduct a comprehensive performance risk assessment.

Price Volume (Factor 3 Price).

Format: PDF/Word Document and Excel spreadsheet

The price proposal shall consist of the following:

1. Completed CLIN Structure: Provide a completed price schedule for all Contract Line Item Numbers (CLINs) as specified in the solicitation.

2. Required Forms and Documents:

• Completed FAR 52.204-24, Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment.

• Evidence of insurance documentation required by FAR 52.237-7, Indemnification and

Medical Liability Insurance.

Offerors shall use the CLIN structure on Page 1 of this solicitation to propose firm-fixed price rate per person price for services listed in the PWS. Include any assumptions or other relevant supporting information that may assist in the determination of a fair and reasonable price.

(End of Provision)

52.212-2 Evaluation – Commercial Products and Commercial Services

(a) The Government will award a contract resulting from this solicitation to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the Government, price and other factors considered. The following factors shall be used to evaluate offers:

Factor 1 – Technical. The Government will evaluate the adequacy of the Offeror’s approach as demonstrated by the proposed technical approach and capabilities. The proposal shall be sufficiently complete to demonstrate how the Offeror will meet the IDIQ PWS requirements throughout the ordering period. The Government will evaluate the offerors technical approach and capabilities to include the Management Approach, Staffing Plan, and Key Personnel resumes. The proposal will be assessed for its thoroughness, feasibility, and adherence to PWS requirements.

Management Approach: The Government will evaluate the Management Approach for soundness of approach, understanding of the requirement, and completeness, effectiveness, and efficiency. The Offeror’s Management Approach to meeting the PWS requirements needs to demonstrate to the Government that the proposed approach will meet the schedule and performance requirements.

Staffing Plan: The Government will evaluate and assess the offeror’s staffing approach to meet the Government’s requirements and how the Offeror plans to attract, select, hire, and retain qualified personnel capable of successfully meeting the PWS requirements, and how that plan minimizes the impact on contract performance.

Key Personnel Resumes: The Government will evaluate the offeror’s proposed Key Personnel and resumes to determine if the proposed personnel possess the required qualifications and experience as indicated in the PWS.

Factor 2 – Provider Network and End Uder Experience. This factor evaluates the offeror’s quality, accessibility, and compliance of the offeror’s proposed provider network and the effectiveness of the technology and processes used to engage with employees.

Factor 3 – Past Performance. This factor evaluates the offeror’s past performance on relevant contracts within the last three years from this combined synopsis/solicitation’s release date.

Past performance will be evaluated for recency, relevancy and quality of the Offeror’s past performance. Past performance with greater relevancy will have greater influence on the confidence assessment.

Factor 4 – Price. In accordance with FAR 15.404-1(b)(2), proposals will be evaluated to determine if the proposed price is fair and reasonable. The offeror’s price must be found to be fair and reasonable to be eligible for award. Price will not be rated or received an adjectival rating. The offeror will propose a firm-fixed price per person for each ordering year. Best price should be offered based on the anticipated population quantity per year.

Factor 1 (Technical Approach and Program Management), Factor 2 (Provider Network and End User Experience) and Factor 3 (Past Performance), combined, are significantly more important than Factor 4 (Price). Factor 1 (Technical Approach and Program Management) is more important than Factor 2 (Provider Network and End User Experience). Factor 2 (Provider

Network and End User Experience) is more important than Factor 3 (Past Performance). When combined, the non-priced factors are more important than price.

Award will be made to the offeror with a fair and reasonable proposal that represents the best value to the Government (technical tradeoff).

Evaluation Factor 1 and 2 Ratings

Factor 1 – Technical Color Rating

Adjectival Rating

Description

Blue Outstanding Proposal indicates an exceptional approach and understanding of the requirements and contains multiple strengths, and risk of unsuccessful performance is low.

Purple Good Proposal indicates a thorough approach and understanding of the requirements and contains at least one strength, and risk of unsuccessful performance is low to moderate.

Green Acceptable Proposal meets requirements and indicates an adequate approach and understanding of the requirements, and risk of unsuccessful performance is no worse than moderate.

Yellow Marginal Proposal has not demonstrated an adequate approach and understanding of the requirements, and/or risk of unsuccessful performance is high.

Red Unacceptable Proposal does not meet requirements of the solicitation, and thus, contains one or more deficiencies, and/or risk of unsuccessful performance is unacceptable. Proposal is unawardable.

Factor 3 – Past Performance Relevancy Adjectival Rating Description

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.

Factor 3 – Past Performance Recency

Adjectival Rating Description

Substantial Confidence Based on the offeror’s recent/relevant performance record, the Government has a high expectation that the offeror will successfully perform the required effort.

Satisfactory Confidence Based on the offeror’s recent/relevant performance record, the Government has a reasonable expectation that the offeror will successfully perform the required effort.

Neutral Confidence 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 offeror may not be evaluated favorably or unfavorably on the factor of past performance.

Limited Confidence Based on the offeror’s recent/relevant performance record, the Government has a low expectation that the offeror will successfully perform the required effort.

No Confidence Based on the offeror’s recent/relevant performance record, the Government has no expectation that the offeror will be able to successfully perform the required effort.

Factor 3 – Past Performance Quality

3. Quality of Offeror’s Past Performance: For each relevant and recent reference, the Government will evaluate the quality of the offeror’s performance, using information from CPARS, PPIRS, questionnaires, or other verifiable sources. The assessment may include, but is not limited to:

• Technical performance

• Schedule adherence

• Cost control

• Management effectiveness

• Responsiveness and customer satisfaction

• Performance issues and corrective actions

(b) Options. N/A. There are no options on this requirement.

(c) Notice of award. A written notice of award or acceptance of an offer furnished to the successful Offeror within the time for acceptance specified in the offer, shall result in a binding contract without further action by either party. Before the offer’s specified expiration time, the Government may accept an offer (or part of an offer), whether or not there are negotiations after its receipt, unless a written notice of withdrawal is received before award

(End of provision)