Combined Synopsis Solicitation - Budget Analyst Official Release.pdf

In accordance with (IAW) FAR 12.603(c)(2) – Streamlined Solicitation for Commercial Items, the following is submitted for this Request for Quotation:

(i) This is a combined synopsis/solicitation for commercial items prepared in accordance with (IAW) the format in FAR Subpart 12.6 as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; quotes are being requested and a written solicitation will not be issued.

(ii) Solicitation FA3016-20-U-0126, One (1) Full Time Equivalent (FTE) Budget Analyst, is being issued as a Request for Quotation (RFQ) for the 59th Medical Wing (MDW), Wilford Hall Ambulatory Surgical Center (WHASC) at Joint Base San Antonio (JBSA) Lackland, Texas. These services are being acquired in accordance with FAR 13.5 Simplified Procedures for Certain Commercial Items.

(iii) The solicitation documents and incorporated provisions and clauses are those in effect through Federal Acquisition circular FAC 2020-06, Effective 6 May 2020 and DFARS Publication Notice 20200605 effective 05 Jun 2020.

(iv) This requirement is a 100% Service-disabled veteran owned small business (SDVOSB) competitive acquisition in accordance with FAR Subpart 19.502-2. Interested vendors shall refer any and all eligibility questions to their respective Business Development Specialist at their respective servicing SBA District Office. The associated NAICS is 561110; the size standard is $8M.

(v) See the attached Schedule of Services (Attachment 2) for applicable contract line items

(CLINS), description of requirement, quantities, and units of measures.

(vi) See the attached Performance Work Statement (PWS) (Attachment 3) for further information on the requirement.

(vii) Place of Performance:

Wilford Hall Ambulatory Surgical Center 1100 Wilford Hall Loop JBSA Lackland, TX 78236

Period of Performance: 1 year after receipt of order (ARO), plus four (4) 12 month option years.

FOB Point: Destination.

(viii) The FAR provision 52.212-1, Instructions to Offerors - Commercial Items, applies to this acquisition. Reference the addenda statements below to this provision.

ADDENDUM to FAR 52.212-1 – Instructions to Offerors – Commercial Items

FAR 52.212-1 is hereby tailored as follows:

(a) North American Industry Classification System (NAICS) code and small business size standard: The NAICS code is 561110, Office Administrative Services, which has a Small Business Size Standard of $8M.

(b) Submission of Quotes:

To assure timely and equitable evaluation of quotation, quoters must follow the instructions contained herein.

The quotation cover page must bear signature of acknowledgement of all amendments.

Quote must complete fill-ins in the combined synopsis/solicitation no. FA3016-20-U- 0126, Attachment 1 – Applicable Clauses and Provisions, and Attachment 2 – Schedule of Services. Quotes must be submitted on Attachment 2 – Schedule of Services with acknowledgement of all amendments, if applicable.

Quoters shall complete all necessary fill-ins, certifications, and provisions. Quoters shall complete only paragraph (b) of the provision FAR 52.212-3 if the quoter has completed the annual representations and certification electronically via the System for Award Management (SAM) website at https://sam.gov/SAM/. Quoters who have not completed the annual representations and certifications electronically shall complete only paragraphs (c) through (p) of the provision FAR 52.212-3 and return it along with their quotation.

Quotations must be complete, self-sufficient, and respond directly to the requirements of this solicitation. The quotation shall demonstrate the ability to provide the required services in accordance with (IAW) the attached PWS (Attachment 3). The quotation shall be clear, concise and include sufficient detail for effective evaluation and for substantiation of the validity of stated claims.

A complete quotation consists of three (3) parts:

Part Content Page Limitation

I Price N/A

II Technical N/A

III Past Performance Information N/A

Failure to furnish a complete quotation may result in the quotation being determined unacceptable by the Government. Response to this solicitation (including all parts) must be submitted via e-mail no later than 26 August, 2020, 3:00 PM/CST.

The quotation document, must include Part I the price, Part II technical, and Part III the past performance information and must be submitted electronically to all individuals listed below. Receipt of your electronic submittal will be acknowledged via return email;

if you do not receive an acknowledgement, you are advised to call for confirmation as firewall protections may block emails and/or strip attachments. Contact information is as follows:

Mr. Patrick A. Thielemann, Contract Specialist, patrick.thielemann@us.af.mil, (409) 234-6920

Mr. Marcus H. Mattingly, Contracting Officer, marcus.mattingly@us.af.mil, (210) 272-

Provide one (1) electronic quotation copy. The submission shall be logically assembled.

Each section shall be clearly identified.

All quotation documents shall be in English.

The Government will not be responsible for any failure of transmission or receipt of the quote, or any failure of the quoter to verify receipt of the emailed quote.

The Contracting Officer has determined there is a high probability of adequate price competition for this acquisition.

However, if at any time during this competition the Contracting Officer determines that adequate price competition no longer exists, quoters may be required to submit other than certified cost or pricing data to support a determination of price reasonableness.

PART I, PRICE FACTOR. Quoters shall not alter the electronic version of Attachment 2 – Schedule of Services, other than to fill in required information as outlined below. In particular, quoters shall not delete page breaks or to alter headers/footers.

(a) Please provide the information below:

Discount terms (payment terms such as Net 30):

Company Name:

POC / address of quoter:

E-mail Address:

Telephone #:

Tax ID #:

CAGE Code:

DUNS:

Quote date:

(b) Schedule of Services. Complete the attached solicitation Schedule of Services (Attachment 2)

(c) Provide the completed Representations/Certifications (e.g. 52.212-3, 52.204-24).

(d) Provide the acknowledgement of amendments as applicable.

PART II, TECHNICAL FACTOR. Quoters shall provide sufficient information, as required below to allow the Government to judge the quoter’s technical capability to perform the requirements of this solicitation. Quoter’s technical quotation must address the following technical evaluation sub-factors:

Sub-factor 1 – Ability to Perform: Quoters shall provide documentation demonstrating an ability to successfully meet the PWS requirements outlined in Section I, Description of Services and Section II, Knowledge/Experience Requirements.

The technical response shall clearly demonstrate the quoter’s ability to perform the duties of a budget analyst IAW Section I of the PWS and the knowledge/experience IAW Section II of the PWS.

Sub-factor 2: Quality Control Plan (QCP) - Quoters shall provide a detailed QCP that demonstrates their ability to successfully meet the seven (7) performance objectives and performance thresholds outlined in the PWS, Paragraph 1.1.11, Service Summary.

The quoters shall provide a detailed QCP outlining the defined performance objectives for this acquisition with the corresponding goal performance thresholds:

Performance Objective

PWS Paragraph

Performance Threshold

1. Review and submit documents and requisition packages

1.1.1.1.

1.1.1.2.

95% accuracy as evidenced by the

BER

2. Prepare and submit AF Form 3821

1.1.3.1.5 95% accuracy

3. Ensure FIAR compliance

1.1.3.5 100% compliance

4. Prepare AF Form 1269 1.1.3.6.1 95% accuracy

5. Reconcile negative CSRs

1.1.3.6.5 100% compliant

6. Conduct SAVs on Group ODTAs

1.1.3.9.2 100% compliant

7. Conduct internal audits of all reimbursements and deposits stemming from MSA, TPC, and MAC

1.1.3.11.1 100% compliant

PART III, PAST PERFORMANCE FACTOR. Quoters shall send blank Past Performance Questionnaires (Attachment 4) to present and/or past Government and/or industry customers for projects of similar scope performed within three (3) years of the date of issuance of this solicitation. Efforts that have not yet been completed shall have had at least six (6) months of performance prior to the date of issuance of this solicitation. If a quoter does not request past performance feedback from its customers on the basis that it does not possess a recent/relevant past performance record, then the quoter shall affirmatively state so in its quotation. Questionnaires regarding the quoter’s own past performance as a prime, subcontractor, affiliate, or other teaming partner will be accepted.

Quoters shall follow-up to ensure that the Government receives at least one (1) no more than three (3) completed questionnaires. It is the quoters responsibility to ensure that their customers complete Attachment 4 - Past Performance Questionnaire and return it DIRECTLY to Mr. Patrick Thielemann, Contract Specialist, patrick.thielemann@us.af.mil, and Mr. Marcus Mattingly, Contracting Officer, marcus.mattingly@us.af.mil, by the closing date and time.

(e) Product Samples, is deleted in its entirety.

(f) Multiple Offers, is deleted in its entirety.

(g) Late submissions, modifications, revisions, and withdrawals of quotes: IAW basic provision.

(h) Contract award (not applicable to Invitation for Bids). The Government intends to make award based on the initial quote submissions without conducting interchanges. Therefore each quote should contain the quoter’s best terms from a price and technical standpoint. However, the Government reserves the right to hold interchanges (using Interchange Notices (INs) if, during the evaluation, it is determined to be in the best interest of the Government, IAW 52.212-1(g).

Interchanges are fluid interaction(s) between the Contracting Officer (CO) and the quoters that may address any aspect of the quote and may or may not be documented in real time. Quoter responses to the INs will be considered in making the award selection decision. Interchanges may be conducted with one, some or all quoters as the Government is not required to conduct interchanges with any and/or all quoters responding to this RFQ.

(i) Multiple Awards: The Government will award a single contract on an “all or none” basis; multiple awards shall not be contemplated.”

(End of Addendum to 52.212-1)

(ix) FAR 52.212-2, Evaluation - Commercial Items, and addendums apply to this acquisition.

ADDENDUM to FAR 52.212-2

FAR 52.212-2 is hereby tailored as follows:

(a) Basis for Contract Award. The Government intends to award one Firm Fixed Price Purchase Order for this competitive 100% SDVOSB service acquisition. The solicitation requirements include all stated terms, conditions, representations, certifications, and all other information required by this solicitation. Unless specifically identified in your quotation, by submission of its quote, the quoter accedes to all solicitation requirements, including terms and conditions, representations and certifications and technical requirements, in addition to those identified as evaluation factors or sub-factors. Failure to meet a requirement may result in a quotation being determined ineligible for award. It is the Government’s intent to evaluate quotations and award an order IAW FAR 13.106.

Award shall be made to the quoter who is technically acceptable, has the lowest total evaluated price (TEP), has acceptable past performance, and is deemed responsible IAW FAR Part 9.

FAR Part 15 based evaluations will NOT be used for this acquisition. The initial quotation should contain your best terms; however; the Government reserves the right to conduct interchanges if determined necessary by the Contracting Officer to resolve issues such as technical or price, or deal with contract documentation including any other matter in the evaluation process. The contracting officer reserves the right to award a contract without the opportunity to revise quotations.

Evaluation Factors and Sub-factors The following evaluation factors and sub-factors will be used to evaluate each quotation.

The Government will evaluate quotations for acceptability, but will not rank the quotations by the non-price factors or sub-factors. If the Government receives fewer than three (3) initial quotations, all quotations will be evaluated for Technical Acceptability.

If the Government receives more than three (3) initial quotations, the Government will only select the three (3) lowest priced quotations and then evaluate them for Technical Acceptability. The Government reserves the right to evaluate additional quotations for technical acceptability if it is in the Government’s best interest to do so. If additional quotations are evaluated for technical acceptability they will be selected in the order of total evaluated price. A quoter’s TEP will be determined by multiplying all unit prices by the quantities in the Schedule (Attachment 2) and adding all extended prices, including options. Options include the Government’s Option to Extend Services in accordance with (IAW) FAR 52.217-8. One-half (six (6) months) of the quoter’s quotation price for the Fourth option year will be added to the quoter’s total price to determine the TEP. The Government will utilize FAR 13.106 to determine the price fair and reasonableness.

A. PART I – PRICE FACTOR:

Quoters whose price is determined to be unreasonable or unbalanced may not be considered for award. Unbalanced pricing exists when, despite an acceptable total evaluated price, the price of one or more line items is significantly over or understated as indicated by the application of cost or price analysis techniques.

The contractors’ price quotation will be evaluated for award purposes, based upon the total evaluated price explained in the Evaluation Factors and Sub-factors above.

The contract will include FAR Clause 52.217-8, Option to Extend Services, with the potential to extend the contract an additional six (6) months beyond the awarded contract performance period. The price for that period will be determined based on the unit prices quoted for the current period of performance and will be evaluated at time of award.

Evaluation of options shall not obligate the Government to exercise the options. In the event the Government requires continued performance, the Government's evaluation of prices quoted will be considered fair and reasonable as applied to an extension of services.

B. PART II – TECHNICAL FACTOR:

Next, the government technical evaluation team shall evaluate the technical quotations on a pass/fail basis, assigning ratings of Acceptable, or Unacceptable. The quotations shall be evaluated against the following sub-factors:

Sub-factor 1: Ability to Perform Sub-factor 2: Quality Control Plan

A quote must be rated “acceptable” in all factors and sub-factors in order to be eligible for award. An “unacceptable” rating in any factor or sub-factor will result in the overall technical quotation being rated “unacceptable” and the quotation will therefore be ineligible for award. The Government will utilize the information provided by the quoter in making a technical acceptability determination. If a quoter’s technical quotation is determined to be Technically Unacceptable, no further evaluation will be conducted.

Quoters determined to be technically unacceptable may be eliminated from consideration for contract award.

The technical evaluation factors upon which a quoter’s technical quotation will be evaluated and the respective Standard of Acceptability for each of the technical evaluation factors are set forth below. The following adjectival ratings and rating definitions will be used to assign a rating for each technical factor and an overall rating to each technical quotation.

Technical Criteria Ratings Rating Definition Acceptable Quotation meets requirements and indicates an adequate or more than adequate approach and understanding of the requirements.

Unacceptable Quotation does not meet requirements of the solicitation and contains one or more deficiencies; quotation is unawardable.

1. Sub-factor 1 - Ability to Perform: Quoters will be evaluated to the extent to which they provide documentation demonstrating an ability to successfully meet the PWS requirements outlined in Section I, Description of Services and Section II, Knowledge/Experience Requirements.

Standard of Acceptability:

The technical response shall clearly demonstrate the quoter’s ability to perform the duties of a budget analyst IAW Section I of the PWS and the knowledge/experience IAW Section II of the PWS.

2. Sub-factor 2 – Quality Control Plan (QCP): Quoters shall provide a detailed QCP that demonstrates their ability to successfully meet the seven (7) performance objectives and performance thresholds outlined in the PWS, Paragraph 1.1.11, Service Summary.

Standard of Acceptability:

The quoters shall provide a detailed QCP outlining the defined performance objectives for this acquisition with the corresponding goal performance thresholds:

Performance Objective

PWS Paragraph

Performance Threshold

1. Review and submit documents and requisition packages

1.1.1.1.

1.1.1.2.

95% accuracy as evidenced by the

BER

2. Prepare and submit AF Form 3821

1.1.3.1.5 95% accuracy

3. Ensure FIAR compliance

1.1.3.5 100% compliance

4. Prepare AF Form 1269 1.1.3.6.1 95% accuracy

5. Reconcile negative CSRs

1.1.3.6.5 100% compliant

6. Conduct SAVs on Group ODTAs

1.1.3.9.2 100% compliant

7. Conduct internal audits of all reimbursements and deposits stemming from MSA, TPC, and MAC

1.1.3.11.1 100% compliant

C. PART III – PAST PERFORMANCE FACTOR:

a. The Past Performance evaluation considers the quoter’s record of performance in providing similar type services. Past performance is assessed at the overall past performance factor level after evaluating aspects of the quoter’s recent past performance on individual projects, focusing on performance that is relevant to this requirement.

b. In conducting the Past Performance evaluation, the Government reserves the right to use both the information provided in the quoter’s Past Performance Questionnaire and information obtained from other sources, such as the Past

Performance Information Retrieval System (PPIRS), Contract Performance Assessment Reporting System (CPARS) reports, Past Performance List of References and/or data independently obtained from other government and commercial sources.

c. Recency Assessment – an assessment of the past performance information will be made to determine if it is recent. To be recent the effort must have been completed or performed during the past three (3) years from the date of issuance of this solicitation. Efforts that have not yet been completed shall have had at least six (6) months of performance prior to the date of issuance of this solicitation. Past performance that is not recent shall not be evaluated.

d. Relevance Assessment – the Government will conduct an evaluation of all recent performance information obtained to determine how closely the effort relates to the subject requirement in terms of magnitude and scope. Efforts will be determined either relevant or not relevant.

e. Performance Quality – the Government will consider the performance quality of efforts considered both recent and relevant based on a demonstrated record of performance. Information may be obtained from the Past Performance Information Retrieval System (PPIRS), Contract Performance Assessment Reporting System (CPARS) reports, Past Performance List of References and/or data independently obtained from other government and commercial sources.

f. Past Performance Ratings – as a result of the past performance evaluation, quoters will receive a rating of either “Acceptable” or “Unacceptable”. The rating is based on recency, relevancy, and a demonstrated record of performance. The past performance factor will receive one of the following ratings:

Acceptable Based on the quoter’s performance record, the Government has a reasonable expectation that the quoter will successfully perform the required effort, or the quoter’s performance record is unknown.

Unacceptable Based on the quoter’s performance record, the Government does not have a reasonable expectation that the quoter will successfully perform the required effort.

g. Past Performance Questionnaire. Past Performance will be evaluated using the Performance Questionnaire (Attachment 4) and other sources available to determine acceptability. Please ensure correct phone numbers and email addresses are provided for the respondent point of contact. The quoter shall ensure that completed Performance Questionnaires are submitted directly from the respondent to the Government’s points of contact, Mr. Patrick Thielemann via email at patrick.thielemann@us.af.mil and Mr. Marcus Mattingly via email at marcus.mattingly@us.af.mil prior to the RFQ closing date. Late Performance Questionnaires received after the closing date of the RFQ may not be evaluated.

Definitions:

Interchanges

Interchanges can be informal or formal. The CO may use e-mail, send an Interchange Notice (IN) or phone call, etc., asking for clarifications, change pages, revisions or other documentation. The Government may conduct interchanges with one, some, none, or all quoters at its discretion.

(x) Quoter(s) is(are) required to include a completed copy of all provisions (e.g. 52.204-24, Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment and 52.212-3, Offeror Representations and Certifications - Commercial Items, with their quotation.

(xi) The FAR clause at 52.212-4, Contract Terms and Conditions - Commercial Items, applies to this acquisition with the following addenda statement:

(xii) The FAR clause at 52.212-5, Contract Terms and Conditions Required to Implement Statutes or Executive Orders -- Commercial Items, all FAR clauses cited in the clause are applicable to the acquisition.

(xiii) Additional clauses and provisions applicable to this acquisition are found in Attachment 1, Applicable Clauses and Provisions.

(xiv) Defense Priorities and Allocations System (DPAS) and assigned rating: N/A

(xv) Submit quotations no later than 26 Aug 2020 at 3:00 PM/CST. If you have any questions, please contact Patrick Thielemann at patrick.thielemann@us.af.mil or Marcus Mattingly at marcus.mattingly@us.af.mil. Submit via email to: Mr. Patrick Thielemann, patrick.thielemann@us.af.mil AND Mr. Marcus Mattingly, marcus.mattingly@us.af.mil.

Late quotations will be discarded and will not be considered for award.

Please title the e-mail as follows: Company Name Quote in Response to FA3016-120-U-

In the body of the e-mail please include the following: number of attachments, and the title of each attachment.

The quoter shall ensure the attachments and content of each attachment attached to the e-mail match the number and contents of the attachments listed in the body of the e-mail.

If sending multiple e-mails, please identify the number of e-mails (i.e. 1 of 3, 2 of 3, 3 of 3, etc.).

The cut-off date for questions is 16 Aug 2020 at 3:00 PM/CST. Questions regarding this RFQ are to be submitted in writing and directed ONLY to the 502d Contracting Squadron personnel. Questions or interchanges with other contractors and other than contracting Government personnel may render a quotation invalid.

(xvi) For additional information regarding this solicitation, please contact the following via e-mail: patrick.thielemann@us.af.mil AND marcus.mattingly@us.af.mil.

Notice to Quoter(s): Funds are not presently available for this effort. No award will be made under this solicitation until funds are available. The Government reserves the rights to cancel this solicitation, either before or after the closing date. In the event the Government cancels this solicitation, the Government has no obligation to reimburse the vendor for any costs.

4 Attachments:

1. Applicable Clauses and Provisions

2. Schedule of Services

3. Performance Work Statement (PWS)

4. Past Performance Questionnaire