ATCH_23_-_Instructions_to_Offerors_A3.docx

Solicitation No. D13PS00314 – U.S. Department of the Interior, Business Integration Office (BIO) Assistance

ADDENDUM TO FEDERAL ACQUISITION REGULATION 52.212-1 INSTRUCTIONS TO OFFERORS--COMMERCIAL ITEMS (JULY 2013)

1. ACQUISITION PROCEDURES

This requirement is being issued by the U.S. Department of the Interior (DOI), Interior Business Center, Acquisition Services Directorate (AQD) in accordance with FAR Parts 12, 15, and 16. AQD is issuing this competitive Request for Proposal on behalf of the U.S. Department of the Interior (DOI), Business Integration Office (BIO) for the purpose of entering into a single award Indefinite Delivery, Indefinite Quantity (ID/IQ) contract and three initial task orders.

The Government anticipates that the majority of this effort may be performed under NAICS code 541519, Other Computer Related Services. The size standard for this code is $25,500,000.00. However, in order to provide a total solution to complete all the requirements, other appropriate NAICS codes may apply. If this is the case, offerors shall indicate the additional NAICS codes in their proposal. If you are interested in competing for this effort, you may participate by submitting your comments, responses and/or proposal in accordance with the following procedures.

2. ORDERING REQUIREMENTS

2.1. ID/IQ Dollar Threshold - The guaranteed minimum amount is $10,000.00. Awarded quantities shall be made by issuance of authorized task orders in accordance with the specified ordering procedures. The maximum amount (ceiling) for this contract shall be $95,000,000.00. NOTE: The IDIQ will be available to all DOI Bureaus and Offices and while the total need is indefinite, it is expected that the three initial task orders will account for a significant portion of the total work under the ID/IQ.

2.2. Task Orders - The award of the three initial task orders will be based on the requirements contained in the Performance Work Statements (PWS) for each task order. A solicitation will be issued for any subsequent task orders and will contain a Performance Work Statement (PWS)/Statement of Objectives (SOO) describing the services required, a description of the tasks, performance measures, the deliverables, a schedule of tasks, and specific evaluation factors that will apply to that particular requirement. The labor hourly pricing identified in the ID/IQ contract will be the maximum pricing utilized for the initial task orders and for any future task orders.

3. PROPOSAL ORGANIZATION

The Offeror shall submit the proposal separated into the following volumes:

Volume 1: Management and Technical (ID/IQ Contract) Volume 2: Relevant Past and Present Performance Volume 3: Cost/Price Volume 4: BIO Support Task Order Volume 5: AQD Support Task Order Volume 6: BSEE Support Task Order

3.1. VOLUME 1: MANAGEMENT AND TECHNICAL (ID/IQ Contract)

The Offeror’s Volume 1: Management and Technical shall be submitted in one (1) section as described below.

VOLUME 1: Management and Technical (ID/IQ Contract)

Cover Page (CP)

Table of Contents (TOC)

Compliance Matrix

Management and Technical Volume Executive Summary

Section 1: Management and Technical Solution (ID/IQ Contract)

3.2. VOLUME 2: RELEVANT PAST AND PRESENT PERFORMANCE

The Offeror’s Volume 2: Relevant Past and Present Performance Volume shall be submitted as described below.

VOLUME 2: RELEVANT PAST & PRESENT PERFORMANCE

Cover Page (CP)

Table of Contents (TOC)

Relevant Past and Present Performance Volume Executive Summary

(to be inserted by the Government)

3.3. VOLUME 3: COST/PRICE

The Offeror’s Volume 3: Cost/Price shall be submitted as described below.

VOLUME 3: COST/PRICE

Cover Page (CP)

Table of Contents (TOC)

Cost/Price Volume Executive Summary

3.4. VOLUME 4: BIO Support Task Order

The Offeror’s Volume 4: BIO Support Task Order shall be submitted in two (2) sections as described below.

VOLUME 4: BIO Support Task Order

Cover Page (CP)

Table of Contents (TOC)

BIO Support Task Order Volume Executive Summary

Section 1: Management and Technical Solution

· Staffing Plan; and

· Organization Chart

· Signed Commitment Letters From Each Of The Proposed Key Personnel

Section 2: Transition Plan

3.5. VOLUME 5: AQD Support Task Order

The Offeror’s Volume 5: AQD Support Task Order shall be submitted in two (2) sections as described below.

VOLUME 5: AQD Support Task Order

Cover Page (CP)

Table of Contents (TOC)

AQD Support Task Order Volume Executive Summary

Section 1: Management and Technical Solution

· Staffing Plan; and

· Organization Chart

· Signed Commitment Letters From Each Of The Proposed Key Personnel

Section 2: Transition Plan

3.6. VOLUME 6: BSEE Support Task Order

The Offeror’s Volume 6: BSEE Support Task Order shall be submitted in one (1) section as described below.

VOLUME 6: BSEE Support Task Order

Cover Page (CP)

Table of Contents (TOC)

BSEE Support Task Order Volume Executive Summary

Section 1: Management and Technical Solution

· Staffing Plan

4. DETAILED PROPOSAL INSTRUCTIONS

The Offeror’s complete proposal (consisting of the Management and Technical Volume, Relevant Past and Present Performance Volume, and Cost/Price Volume) will be evaluated in accordance with the evaluation criteria of this solicitation.

The following detailed proposal instructions are provided to ensure a consistent and detailed description of the Offeror’s approach and the associated price(s). The Offeror must include the Volumes, Sections, and Chapters described above using the precise labeling schema described. Offerors may add Sections and Chapters if deemed appropriate but the numbering schema defined herein shall not be changed.

4.1. GENERAL INSTRUCTIONS

a. Your proposal shall become the property of the Government and will not be returned. If your proposal contains information that you do not wish disclosed to the public or used by the Government for any purpose other than evaluation of your proposal, such restrictions shall be clearly indicated on each sheet containing such information.

b. Prior to submission of proposals, offerors are expected to reach an understanding of the requirements of this RFP. If such a review establishes the need for correction or clarification, such information should immediately be brought to the attention of the Contracting Officer so that the matter can be resolved and, if necessary, official dissemination of such information can be made to all offerors.

c. The Government reserves the right to request such additional information as may be necessary to determine the offeror’s qualifications for award of a contract or to clarify any aspects of the management/technical, past and present performance, and/or cost/price proposals. Such information shall be furnished promptly upon the Government’s request.

d. Offerors shall not be reimbursed the costs of developing a proposal for this RFP.

e. One copy of each unsuccessful proposal will be retained in the contract file and all other copies will be destroyed. Additional copies of the successful proposal(s) may be retained only as needed for contract administration and monitoring.

4.2. PROPOSAL FORMAT

Volume 1 – Management and Technical (ID/IQ Contract) is limited to 15 pages. Volume 4 – BIO Support Task Order is limited to 40 pages (page limit does not include the transition plan). Volume 5 – AQD Support Task Order is limited to 30 pages (page limit does not include the transition plan). Volume 6 – BSEE Support Task Order is limited to 15 pages. Each transition plan is limited to 20 pages. The Relevant Past and Present Performance volume is limited to 4 pages per reference. There is no limitation on the number of pages for the Cost/Price Volume. The Compliance Matrices, Cover Pages, Table of Contents, Executive Summaries, Assumptions, Conditions, or Exceptions, staffing plans, resumes, performance standards and related incentives/disincentives, past performance questionnaires, Letters of Consent, Labor Category descriptions, and Identification of Termination for Default or Termination for Cause information are excluded from the page limitations of their respective volumes. Key personnel resumes are limited to 4 single-sided pages each (including letter of commitment).

All documentation submitted shall be in any font, point size 12, single spaced, single sided, 8.5x11 inch paper. Any pages larger than 8.5x11 inches will be considered 2 pages. Any pages in excess of the page limits specified will not be evaluated. These page format restrictions also shall apply to any responses to Evaluation Notices sent to the Offeror requesting additional proposal information.

Legible tables, charts, graphs and figures shall be used wherever practical to depict organizations, systems and layout, implementation schedules, plans, etc. These displays shall be uncomplicated, legible and no larger than 11 by 17 inches. Foldout pages shall fold entirely within the volume. Foldout pages may only be used for large tables, charts, graphs, diagrams and schematics but not for pages of text. For tables, charts, graphs and figures, the text shall be no smaller than 9-point font. Foldout pages will be counted as two pages in relation to the page limit set under this Instructions to Offerors (ITO). If graphics are included that contain screen shots of actual software or computer screens, the 9-point font limitation does not apply.

Proposals, signed by an official authorized to bind the offeror, shall set forth full, accurate, and complete information as required by this solicitation. The penalty for making false statements is prescribed in 18 USC 1001. Failure to furnish full and complete information requested may cause an offer to be determined unacceptable.

4.3. COVER PAGES, TABLES OF CONTENTS AND COMPLIANCE MATRIX

The Offeror shall provide a Cover Page in each Volume. The Cover Page will include the following information:

a. Company name

b. Name and title of the point of contact (POC) authorized to negotiate on behalf of the Offeror’s organization

c. Telephone number, email address, and mailing address of the POC

d. Names, titles, email addresses, and telephone numbers of other POCs that the Government may contact if clarification of responses is needed

The Offeror shall provide a Table of Contents in each Volume. The Table of Contents should include Chapters, subsections, tables and figures.

The Offeror shall provide a compliance matrix that maps solicitation requirements to proposal response sections and page numbers. The compliance matrix shall be in the Volume 1: Management and Technical.

4.4. EXECUTIVE SUMMARY

The Offeror shall include Executive Summaries for each Volume. The Executive Summaries shall be concise overviews of the Volume and shall provide context for the evaluators in their review and evaluation of the Offeror’s proposal.

4.5. ASSUMPTIONS, CONDITIONS, OR EXCEPTIONS

Offerors must submit, all (if any) assumptions, conditions, or exceptions with any of the terms and conditions contained herein in developing its proposal response. Assumptions or an acknowledgment of no assumptions specific to each Volume/Section should be provided. If not noted in this section of your proposal, it will be assumed that the offeror proposes no assumptions for award, and agrees to comply with all of the terms and conditions as set forth herein. It is not the responsibility of the Government to seek out and identify assumptions, conditions, or exceptions buried within the offeror’s proposal.

4.6. VOLUME 1: MANAGEMENT AND TECHNICAL (ID/IQ Contract)

The Offeror shall define their management and technical approach that satisfies the requirements defined in the Performance Work Statement (PWS). At a minimum, this volume of the proposal shall include:

4.6.1. Section 1: Management and Technical Solution

4.6.1.1. Chapter 1: Management and Technical Assumptions, Conditions, or Exceptions Reference paragraph 4.5 Assumptions, Conditions, or Exceptions for instructions.

4.6.1.2. Chapter 2: Management Solution and Technical Solution The offeror shall describe its:

i. Overall strategic decision to be in the field of Federal Government Financial Service Support for the SAP and PRISM Applications;

ii. Management approach to hiring and retaining qualified workers and key personnel as well as their methods used to address substandard performance.

iii. Understanding of the current work environment including their approach and experience with managing virtual teams located in 2 geographic locations.

iv. Approach for providing production support and development services that shows how it aligns with the work environment and illustrates a clear understanding of requirements in this area. It should also show an understanding of the leadership and management of the key personnel in this area.

v. Approach for providing technical support services that shows how it aligns with the work environment and illustrates a clear understanding of requirements in this area. It should also show an understanding of the leadership and management of the key personnel in this area.

vi. Approach to providing project management services that shows how it aligns with the work environment and illustrates a clear understanding of requirements in this area. It should also show an understanding of the leadership and management of the key personnel in this area.

vii. Contract management approach and how it aligns with requirements for support services.

viii. The offeror will need to discuss its corporate management structure. The offeror shall discuss enterprise practices, processes, experience, and understanding of the challenges of achieving multiple-application environments; innovative approaches; and lessons learned.

4.6.1.3. Chapter 3: Labor Category Descriptions for ID/IQ Contract The offeror shall provide Labor Category Descriptions for each labor category proposed for the ID/IQ contract to include the general job description, minimum education and/or certification requirements, and experience levels.

4.7. VOLUME 2: RELEVANT PAST AND PRESENT PERFORMANCE

4.7.1. Chapter 1: Relevant Past and Present Performance Assumptions, Conditions, or Exceptions Reference paragraph 4.5 Assumptions, Conditions, or Exceptions for instructions.

4.7.2. Chapter 2: Relevant Past and Present Performance References The Government seeks to evaluate the offeror’s relevant past and present performance supporting various clients, across various project types, and under varying conditions by evaluating the quality of offeror performance in execution of contracts of similar size, scope, and complexity to this requirement. The offeror shall identify four (4) recent contracts/orders for the prime contractor and two (2) recent contracts/orders for each proposed subcontractor on previous or current projects/tasks that are of a similar size, scope, and complexity of work identified in the Performance Work Statement (PWS). An Offeror with less than four (4) relevant Past Performance contract references may submit fewer than four (4) contracts. Each reference may apply to one or more Contract scope areas. Recent is defined as within the last five years. Relevant is defined as work similar in complexity and magnitude of the work described in the Performance Work Statement. Performance references may include active contracts. The Government will not consider contracts recent when the contract is newly awarded without a performance history or when the effort concluded more than five years prior to the release of this solicitation.

Each Offeror shall submit a past and present performance volume with its proposal, containing past performance information in accordance with the format contained in paragraph 4.7.2.1. The offeror shall submit the information for themselves and any sub-contractor’s, and/or teaming partners used on similar contracts and/or subcontracts completed within the last five (5) years, and related contracts and subcontracts currently in process (if any). The contracts listed may include those with the public or private sector.

Offerors are required to explain what aspects of the contracts are deemed relevant to the proposed effort, and to what aspects of the proposed effort they relate. This may include a discussion of past efforts to identify and manage program risk. The Offeror is required to clearly demonstrate management actions employed in overcoming problems and the effects of those actions, in terms of improvements achieved or problems rectified (if applicable). Submittal of quality performance indicators or other management indicators that clearly support that an Offeror has overcome past problems is required (if applicable).

All provided Past Performance references should:

a. Consider that the term “contract” refers to a Contract, BPA, or purchase order.

b. Consider the term “order” refers to a Task Order, Delivery Order, or BPA Call.

c. Be for the prime Contractor, Teaming Partner, or Subcontractor

d. Reference Past Performance where the contractor performed a substantially similar service to that which the contractor will perform.

e. Be of similar size, scope, complexity, and currency where:

I. “Size” of a contract relates to the contract value of services including all subcontracts and option periods.

II. “Scope” relates to the range of services provided to any Federal, State, or Local Government entity or commercial entity as compared to the scope of this requirement.

III. “Complexity” refers to the range of technical challenges that must be addressed in addition the ability to provide multiple services in multiple locations in parallel while meeting or exceeding performance objectives.

f. Demonstrate the Offeror’s Past Performance in providing support services directly related to the Performance Work Statement Requirements.

4.7.2.1. Past Performance Information Required

Each Past Performance reference submitted by the Offeror should include the following information:

1. Indicate whether the Past Performance reference is for the Prime Contractor, Teaming Partner, or Subcontractor;

2. Contract name;

3. Contract number;

4. Order number (if applicable);

5. Brief description of the Contract scope and tasking (not to exceed 100 words);

6. Customer organization (agency, firm, etc.);

7. Customer types (Federal Government, State/Local Government, Commercial concern);

8. Contract type (firm-fixed price, cost reimbursable, time-and-materials, etc.);

9. Estimated contract value:

a. Including all subcontracts and option periods with a clear indication of whether the options were exercised; and

b. The contract value shall reflect the revenue realized by the Offeror for services actually performed by the Offeror. For example, if the Offeror was a subcontractor, the dollar value shall only reflect the Offeror’s portion of the work as subcontractor, not the value of the entire contract as realized by the Prime contractor.

10. Performance-based Contract (Yes/No/Partial)

11. Start and completion date (or projected completion date)

12. Contact information for two (2) customer points-of-contact including:

a. Name and title

b. The role/job of the points-of-contact, while associated with the project

c. Employer/agency

d. Telephone number

e. Email address

13. A brief narrative of why the offeror deems the reference to be relevant to this effort to include PWS paragraph(s) that the reference applies to

14. A brief description of how offeror’s efforts resulted in:

a. Quality Service

b. Timeliness (Schedule Control)

c. Cost Control

d. Positive and Effective Business Relations

e. Effective and Efficient Staff Management

15. Key personnel (please highlight those individuals who worked on the relevant project(s) and are also being proposed for this effort.)

Offerors are strongly urged to provide the Government with the most current data for each contract reference. Offerors shall provide unclassified contracts whenever possible. Classified contract references or information provided on classified contracts cannot be verified by the Government and may limit the amount of data available to perform the performance risk evaluation.

The choice of the Reference project/client and designated point-of-contact is critical to accurate evaluation of the Offeror’s Past Performance. Accordingly, Offerors are encouraged to carefully select an informed and objective point-of-contact for each Reference. Before including any person as a point-of-contact, verify the accuracy, currency, and completeness of the point-of-contact’s mailing address, e-mail address, and telephone number, and that the point-of-contact is willing to cooperate in this evaluation effort. The inability to reach any of an Offeror’s point-of-contacts or their unwillingness to provide the requested information may adversely affect the Government’s evaluation of the Offeror’s performance.

4.7.2.2. Past Performance Diversity Requirements

Offerors are encouraged to provide specific and diverse references demonstrating their Past and Present Performance with various customer organizations and in various roles. Selection of Past and Present Performance references should consider the diversity requirements described below. The quantities stated are goals and an Offeror who is unable to meet these goals will not be excluded from the competition. However, the Government’s assessment of performance risk will consider attainment of these goals.

1. Of the four (4) references for the prime contractor, a minimum of two (2) should be from U.S. Federal Government clients; and

2. Of the two (2) references for each subcontractor, a minimum of one should be from a U.S. Federal Government client.

4.7.2.3. Additional Sources Of Past Performance Information

The Government reserves the right to obtain information from other than the sources submitted by the offeror, to assess Offeror’s performance risk. The Government may consider positive and negative information not mentioned by the Offeror, but found during the course of assessing relevant Past and Present Performance.

Information obtained will be used for both the responsibility determination and the best value decision. The Government may use past performance information contained in the Federal Past Performance Information Retrieval System (PPIRS.Gov) in addition to any other sources including the references provided by the offeror.

Additional sources of past performance information will include, but not be limited to, the Contractor Performance Assessment Reporting Systems (CPARS), Dun & Bradstreet, similar systems of other Government departments and agencies, questionnaires tailored to the circumstances of this acquisition, available information from previous source selections or contractor capability assessments, interviews with program managers and contracting officers, Fee Determining Officials, and other sources known to the Government, including commercial sources.

4.7.3. Chapter 3: Past Performance Questionnaire Responses

Questionnaire responses shall be sent directly to the Government. This Chapter shall be a placeholder for the Government to insert the completed questionnaires it receives. The Government will utilize the Past Performance Questionnaire in Attachment 25 as one (1) of multiple sources of Past Performance information. The instructions for submitting the questionnaire are below.

a. Offerors shall provide no more than one (1) Past Performance Questionnaire for every Past Performance reference provided.

b. The Past Performance Questionnaire in Attachment 25 shall be utilized as a means of gathering Past Performance information from the supplied references. The Offeror shall supply a copy of the questionnaire to the designated Rater for each reference.

c. The Offeror shall complete Sections 1 before sending the questionnaire to the appropriate Rater.

d. The Offeror shall request that the Raters return the completed questionnaires directly to the Government email address or fax number cited on the questionnaire on or before the due date.

e. The questionnaires shall be sent directly to the Government email address or fax number, not to the Offeror for forwarding to the Government. Respondents may either email it to Shannon_griffin@ibc.doi.gov and corey_gerst@ibc.doi.gov or fax the completed questionnaire to the Contracting Office to the attention of Shannon Griffin, fax number: (703) 964-8490. In accordance with FAR 15.306(e) (4), Government personnel shall not reveal the names of individuals providing reference information about an Offeror’s past performance.

f. It is the responsibility of the Offeror to assure that the Raters return the questionnaires by the due date. The Contracting Office is not responsible for responses that are not received for any reason.

g. It is imperative that the Offeror provide valid, knowledgeable Rater references that will complete the questionnaire and return it to the Government by the due date. Please ensure the phone numbers and email addresses of the Rater references are current and correct.

4.7.4. Chapter 4: Subcontractor and Teaming Partner Disclosure Consent Past Performance information concerning Subcontractors and/or Teaming Partners cannot be disclosed to the Prime Offeror without the Subcontractor’s or Teaming Partner’s consent. Consequently, the Government will require such consent before disclosing Subcontractor and/or Teaming Partner Past Performance information to the Prime Offeror during Discussions, should Discussions be required.

The Offeror shall include a letter of consent, completed by each Subcontractor and Teaming Partner identified in the proposal. If such authorization is not provided, the Government will not disclose to the Offeror Past Performance information relating to a Subcontractor or Teaming Partner.

4.7.5. Chapter 5: Identification of Termination for Default or Termination for Cause The offeror (prime contractor) shall notify the Government of any efforts in which it was terminated for default or terminated for cause. The offeror shall include the title of the effort, a brief description, and the contract and/or order number for the effort.

4.8. VOLUME 3: COST/PRICE

Do not submit data beyond that required by this instruction, unless you consider it essential to document or support your cost/price position. All information relating to the proposed cost/price, including all required supporting documentation must be included in the section of the proposal designated as the Cost/Price Volume. Under no circumstances shall this information and documentation be included elsewhere in the proposal.

These instructions are to assist the Offeror in submitting information other than cost or pricing data that is required for the Government to properly assess the reasonableness (including completeness and accuracy) and realism of the Offeror's Cost/Price for the three initial task orders. Proper presentation and adequate supporting documentation shall ensure the cost/price volume is fairly evaluated and the Government is able to understand all assumptions concerning the costs within the proposal. The burden of proof for credibility of proposed costs/prices rests with the Offeror.

Compliance with these instructions is mandatory and failure to comply may result in rejection of the Offeror's Cost/Price volume. If the Contracting Specialist requests revised or additional information, the Offeror will specifically point out how the update impacts the Offeror's proposal. The Offeror is cautioned to submit other than cost/pricing information that is fully responsive to the contract requirements.

Adequate price competition, as defined in FAR 15.403-1 (c) (1), is anticipated. In accordance with FAR 15.403-1(b) and 15.403-3(a), information other than certified cost or pricing data is required to support price reasonableness. The Offeror must provide the required information per FAR 15.403-5(b)(2). This information is not considered cost or pricing data and thus certification is not required in accordance with FAR 15.406-2.

Unrealistically low or high proposed costs or prices may be grounds for eliminating a proposal from competition either on the basis that the Offeror does not understand the requirement or has made an unrealistic proposal. Offerors are cautioned against submitting a materially unbalanced offer. An offer is mathematically unbalanced if it is based on prices that are significantly less than the cost for some contract tasks and significantly overstated in relation to cost for others. An offer is materially unbalanced if it is mathematically unbalanced, and if:

· There is a reasonable doubt that the offer would result in the lowest overall cost to the Government, even though it is the lowest evaluated offer; or

· The offer is so grossly unbalanced that its acceptance could result in the Government initially overpaying for a portion of the work performed.

4.8.1.1. Chapter 1: Cost/Price Volume Assumptions, Conditions, or Exceptions Reference paragraph 4.5 Assumptions, Conditions, or Exceptions for instructions.

4.8.1.2. Chapter 2: Labor Rates for ID/IQ Contract

The offeror shall provide:

i. Pricing for the ID/IQ Contract (Base Period, Option Periods 1-4) – Identify anticipated labor categories and fully-burdened labor rates. Please provide all of the rates in an Microsoft Excel spreadsheet. Contractor Format is acceptable.

ii. An indication of which labor categories are affected by the Service Contract Act and list the corresponding Wage Determination Number and Occupation Code for each labor category (if applicable).

4.8.1.2.1. Contract types for Task Orders:

Firm fixed price, Time and Materials and Labor Hour Task Orders may be awarded against this ID/IQ contract, however, the Government will consider other contract types (i.e. incentive contract types) as proposed by offerors.

Note - Cost type contracts are prohibited for this commercial requirement

4.8.1.3. Chapter 3 - 6: Total Price for three initial Task Orders The cost quote is to be submitted as a Time-and-Materials proposal using the MS Excel spreadsheet cost/price templates provided as Attachments 26-29. There are four MS Excel spreadsheet templates that each offeror shall complete:

· Attachment 26: Cost/Price Offeror Template – BIO Task Order

· Attachment 27: Cost/Price Offeror Template – BSEE Task Order

· Attachment 28: Cost/Price Offeror Template – AQD Task Order; and

· Attachment 29: Cost/Price Offeror Template – Summary

The task order templates are organized by current BIO organization divisions and match to the 2.6 Staffing Requirements in the PWS. Offerors are to enter their labor category and cost information into this template within the appropriate PWS Staffing Requirement category line item. Offerors may insert as many rows as needed in the spreadsheet within each PWS Staffing Requirement category if they are proposing multiple combinations of labor categories, companies, locations, or labor rates. Offerors are encouraged to discount their labor rates. The summary MS Excel spreadsheet template (Attachment 29) provides a summary total of all of the initial task orders and is self explanatory. Please see the example cost/price template spreadsheet (Attachment 30) where the first two labor sections (2.6.2.1 and 2.6.2.2) are filled in with sample data.

Specific columnar descriptions and instructions:

Note: For rows that are inserted by the offeror, this formula will have to be copied down into this field.

4.8.1.3.1. Travel Cost Assumptions

Offerors shall propose the following for time-and-materials travel for the BIO and AQD task orders. There are no travel costs anticipated for the BSEE task order.

Travel Costs AQD Task Order Travel Costs

4.8.1.3.2. Other Direct Costs (ODCs)

This solicitation is primarily intended as a staff augmentation type of contract. Should the Offeror elect to propose hardware or software based system(s) to augment their overall solution, the Offeror should propose that solution as an optional Other Direct Cost (ODC) (i.e. propose the cost separately as an Option CLIN(s)) within their proposal, including any additional costs that may be incurred over the life of the task order.

At a minimum the Offeror should identify specifically what the Other Direct Costs include (hardware, software, materials, services, etc.), the detailed costs by year, total costs by year, and a description of the tangible and intangible benefits associated with the ODC. The benefits should be described in terms of the savings from the Offeror’s proposal (without the ODCs) in staffing costs and the tangible increases in level of services provided (if applicable).

4.8.1.4. Chapter 7: Contractor Responsibility Information

The offeror shall provide information that the offeror is responsible within the meaning of FAR 9.104-1. Offerors shall also provide the following information:

· Financial Information of Organization. This information is required for the Prime vendor only. Information on financial condition, capability and background of the organization. Clearly explain your current financial strength and resource capability, and current credit rating. The organization’s latest annual financial statements (e.g. Balance Sheet, Profit and Loss Statement, Statement of Cash Flow, and Annual Reports), for the last three consecutive years of operation, latest quarterly financial statements of operations, and other documentation to clearly explain its current financial strength and resource capability, and current credit rating. Compiled financial statements, reviewed financial statements, and/or audited financial statements will be acceptable and sufficient.

· Provide your Dun & Bradstreet® Credit Rating.

· Provide your financial line of credit amount.

4.8.1.5. Chapter 8: General Information

The offeror shall provide the following information:

· Legal Business Name And Doing Business As (DBA) Name

· Physical Street Address

· City, State, Zip Code

· Mailing Address

· Data Universal Numbering System (DUNS) Number

· Commercial And Government Entity Code (CAGE) Code

· All applicable NAICS Code

· Product Service Code

· Taxpayer Identification Number (TIN)

· Technical And Contracting Points Of Contact

· Job Title

· Address

· Telephone Number

· Facsimile Number

· Email Address

· Proposal Number

· Acknowledgement of all proposal amendments

4.8.1.6. Chapter 9: SF 1449 Form

The offeror shall complete blocks 30b 30c of page one of the SF1449, and sign block 30a to show that the offeror has read and agrees to comply with all the conditions and instructions provided in the RFP. Include signed acknowledgement copies of all RFP amendments (if any).

4.8.1.7. Chapter 10: Subcontracting and Teaming Agreements

Offerors who intend to use a subcontractor, shall provide evidence of the proposed subcontractor’s commitment. If proposing a teaming agreement, offerors shall provide a copy of the teaming agreement. If proposing a joint venture, offerors shall provide a copy of the joint venture plan/agreement.

4.8.1.8. Chapter 11: Small Business Subcontracting Plan

Offerors who qualify as large businesses must submit a small business subcontracting plan following the guidelines identified in FAR 52.219-9, Small Business Subcontracting Plan and FAR Part 19.704 - Subcontracting Plan Requirements. NOTE: Small Business offeror’s are not required to submit a Subcontracting Plan.

The offeror shall:

i. Describe how small business participation will contribute to its overall comprehensive subcontracting goals.

ii. Describe specific efforts to ensure the resulting contract meets or exceeds the proposed goals.

iii. Identify business concerns (e.g. small business, small disadvantaged, etc.) specifically by name and identify their business type(s) (if applicable).

iv. Identify the work business concerns (e.g. small business, small disadvantaged, etc.) are to perform.

v. Identify the participation of business concerns (e.g. small business, small disadvantaged, etc.) in terms of the value of the ID/IQ contract (using a percentage %).

vi. Please note that DOI’s overall small business subcontracting goals for FY12/13 are 44.5% for small business, 5% for small disadvantaged business, 3% for HubZone certified, 5% for women-owned small businesses, and 3% for service disabled veteran owned small business.

4.9. VOLUME 4: BIO Support Task Order

The Offeror shall define their management and technical approach that satisfies the requirements defined in the BIO Support Task Order Performance Work Statement (PWS). At a minimum, this volume of the proposal shall include:

4.9.1. Section 1: Management and Technical Solution

4.9.1.1. Chapter 1: Management and Technical Assumptions, Conditions, or Exceptions Reference paragraph 4.5 Assumptions, Conditions, or Exceptions for instructions.

4.9.1.2. Chapter 2: Management Solution and Technical Solution The offeror shall describe its:

i. Overall strategic decision to be in the field of Federal Government Financial Service Support for the SAP and PRISM Applications;

ii. Management approach to hiring and retaining qualified workers and key personnel as well as their methods used to address substandard performance. This shall include a staffing plan. As part of the staffing plan, all proposed staffing labor categories and staff names (if available) should be identified and mapped to the government labor category in a Resource Roster in MS Word or MS Excel format.

iii. Understanding of the current work environment including their approach and experience with managing virtual teams located in 2 geographic locations. This section should include a proposed organization chart.

NOTE: The number of current contractor positions is shown on the organization chart provided to prospective offerors (Attachment 3) in order to illustrate the BIO organizational structure and the nature of the Federal/contractor mix within each of the respective teams. This should not preclude offerors from proposing a different number or mix of contractor resources in order to accomplish the work outlined in the BIO Task Order PWS. If a different personnel mix is proposed, the offeror should explain the advantages of these recommended approach(es) in the sections where those changes are relevant (Key Personnel, Functional Personnel, and/or Technical Personnel).

iv. Approach for providing production support and development services that shows how it aligns with the work environment and illustrates a clear understanding of requirements in this area. It should also show an understanding of the leadership and management required of the key personnel in this area.

v. Approach for providing technical support services that shows how it aligns with the work environment and illustrates a clear understanding of requirements in this area. It should also show an understanding of the leadership and management required of the key personnel in this area.

vi. Approach to providing project management services that shows how it aligns with the work environment and illustrates a clear understanding of requirements in this area. It should also show an understanding of the leadership and management required of the key personnel in this area.

vii. Contract management approach and how it aligns with requirements for all required support services. This should include an explanation of their approach to management and status reporting deliverables.

viii. The offeror will need to discuss its corporate management structure as well as the structure of the proposed team and the relationship between these organizations and all subcontractors proposed to perform major or critical aspects of this requirement (as defined by the offeror) shall be listed. The offeror shall discuss:

a) Ability to implement projects of similar size and scope;

b) Enterprise practices, processes, experience, and understanding of the challenges of achieving multiple-application environments; innovative approaches; and lessons learned.

ix. Quality of teaming arrangement(s)/subcontract(s). Demonstrate your ability to team; mitigate risk of teaming arrangement(s)/subcontract(s), ability to perform the work as a team. Discuss your performance as a team in the past (if applicable). Please discuss the following:

a) Have you teamed with the proposed teaming partner(s)/subcontractor(s) before?

b) Do you have a longstanding relationship working with the proposed teaming partner(s)/subcontractor(s)?

c) How do you monitor the performance of your teaming partner(s)/subcontractor(s)?

d) How do you mitigate staffing risks with your teaming partner(s)/subcontractor(s)?

4.9.1.3. Chapter 3: Performance Standards and Incentive/ Disincentives The offeror shall describe its:

a) Proposed performance measures that include the scope of the BIO task order and aligned with requirements across the entire organization.

b) Recommended non-monetary incentives and/or monetary or non-monetary disincentives.

4.9.1.4. Chapter 4: Resumes for Key Personnel

The offeror shall provide:

i. Key personnel resumes that validate that the proposed key personnel meet or exceed the required work experience, training, and education requirements for each position as stated in the BIO Task Order Performance Work Statement.

ii. Evidence that key personnel resumes for project manager positions are certified Project Management Professionals (PMP) and that their certifications are up-to-date.

iii. Signed commitment letters from each of the key personnel.

4.9.2. Section 2: Transition Plan

4.9.2.1. Chapter 1: Executive Summary

This executive summary shall describe the transition plan at a high level and describe what the plan should accomplish.

4.9.2.2. Chapter 2: Transition Assumptions, Conditions, or Exceptions Reference paragraph 4.5 Assumptions, Conditions, or Exceptions for instructions.

4.9.2.3. Chapter 3: Transition Approach

The offeror shall describe its:

i. Proposed approach to the transition from the current BIO support contract to the awardee. This section should include the incumbent contractor(s), who it is transitioning to, and the timeframe/period of transition.

ii. Proposed approach to working with the current contractors to facilitate the transition of the BIO Task Order services, from the current contractors, with minimal disruption to currently provided services. Include explanation of the planned level of work which is to be performed during the transition period and the impact of the transition on that work (i.e. system maintenance, software development, support services, etc.). Also include the plan for how knowledge will be transferred from the incumbent staff to the staff of the new contractor (documentation/instruction manuals including as-built documents, formal training classes, one-on-one training/knowledge transfer, etc.). Proposed approach to transition the workforce from the incumbent contractor to the offeror’s company in compliance with Federal Acquisition Regulation (FAR) Clause 52.222-17, Nondisplacement of Qualified Workers (Jan 2013). Include your communication strategy and timing for communications.

iii. A listing of transition risks, their likely impacts on affected personnel, and practical mitigation measures to reduce negative impact. These risks include (but are not limited to): schedule, loss of knowledge, and assumptions.

4.9.2.4. Chapter 4: Transition Schedule

The offeror shall provide:

i. A comprehensive, resource-loaded project schedule, along with related assumptions. The project schedule should include a Gantt chart schedule of the transition. The complexity of the transition will dictate the level of detail required in the schedule. However, all major milestones as well as transition start and completion dates should be included at a minimum, along with who is responsible for each task.

4.9.2.5. Chapter 5: Transition Staffing Plan

The offeror shall describe:

i. Proposed transition staffing plan showing all resources and their roles and responsibilities in the transition (i.e. Transition Project Manager, etc.). Key team members should be from both the incumbent and new contractors as well as the customer.

4.9.2.6. Chapter 6: Transition Organizational Chart

The offeror shall describe:

i. Proposed transition organizational chart showing all resources and their roles in the transition (i.e. Transition Project Manager, etc.). Key team members should be from both the incumbent and new contractors as well as the customer.

4.9.2.7. Chapter 7: Transition Checklist

The offeror shall describe its:

i. Proposed approach to conducting formal acceptance of the handover by the customer at the end of the transition. This shall include a checklist for acceptance and formal sign-off.

4.10. VOLUME 5: AQD Support Task Order

The Offeror shall define their management and technical approach that satisfies the requirements defined in the AQD Performance Work Statement (PWS). At a minimum, this volume of the proposal shall include:

4.10.1. Section 1: Management and Technical Solution

4.10.1.1. Chapter 1: Management and Technical Assumptions, Conditions, or Exceptions Reference paragraph 4.5 Assumptions, Conditions, or Exceptions for instructions.

4.10.1.2. Chapter 2: Management Solution and Technical Solution The offeror shall describe its:

i. Overall strategic decision to be in the field of Federal Government Financial Service Support for the SAP and PRISM Applications;

ii. Management approach to hiring and retaining qualified workers and key personnel as well as their methods used to address substandard performance. This shall include a staffing plan. As part of the staffing plan, all proposed staffing labor categories and staff names (if available) should be identified and mapped to the government labor category in a Resource Roster in MS Word or MS Excel format.

iii. Understanding of the current work environment including their approach and experience with managing virtual teams located in 2 geographic locations. This section should include a proposed organization chart.

iv. Approach to providing support services that show how it aligns with the work environment and illustrates a clear understanding of requirements in this area. It should also show an understanding of the leadership and management required of the key personnel in this area.

v. Contract management approach and how it aligns with requirements for all required support services. This should include an explanation of their approach to management and status reporting deliverables.

vi. The offeror will need to discuss the corporate management structure as well as the structure of the proposed team and the relationship between these organizations and all subcontractors proposed to perform major or critical aspects of this requirement (as defined by the offeror)…