Section_L_-_Instructions_Conditions_and_Notices_to_Offerors.pdf

United States Department of Labor

(DOL)

Workers’ Compensation Medical Bill Process

(WCMBP)

Section L:

Instructions, Conditions, and Notices to

Offerors

Office of Workers’ Compensation Programs (OWCP)

Section L - Instructions, Conditions, and Notices to Offerors or Respondents

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L.1 SOLICITATION PROVISIONS INCORPORATION

This solicitation incorporates FAR provisions in Section I (Contract Clauses), several of which require the Offeror to complete blocks of text.

The offeror shall complete the following FAR provision blocks of text and submit them as part of the Contract Volume:

FAR 52.209-5, Certification Regarding Responsibility Matters (April 2010) (cited in Section K)

FAR 52.219-28, Post-Award Small Business Program Representation (July 2013) (cited in Section I)

FAR 52.227-15, Representation of Limited Rights Data and

Restricted Computer Software (Dec 2007) (cited in Section K)

FAR 52.203-2, Certificate of Independent Price Determination (April 1985) (cited in Section I)

FAR 52.204-8, Annual Representations and Certifications (July 2013) (cited in Section K)

The full text of any solicitation provision may be accessed electronically at https://acquisition.gov/far/current/pdf/FAR.pdf

L.2 NOTICES

L.2.1 Type of Contract

FAR 52.216-1, Type of Contract (April 1984)

The Government contemplates award of a Fixed Price type contract with a one (1) year base period, up to four (4) one-year options and performance incentives including up to two (2) one-year award terms resulting from this solicitation.

L.2.2 Incurring Costs

The Government will not be obligated to pay any cost incurred by the Offeror in the preparation and submission of a proposal in response to this solicitation. The Offeror is advised that the CO is the only person who can legally obligate the Government for the expenditure of public funds in connection with this procurement.

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L.2.3 Statistical Estimates

Current and projected statistical estimates provided by the Government are for information purposes only. The Government makes no representation whatsoever concerning the accuracy of this information. The projections are for proposal preparation purposes only and not a warranty or representation which can form the basis of the contract. Offerors are required to exercise their own diligence in evaluating the projections.

L.2.4 Proposal Acceptance

The proposal acceptance period is specified SF 33 of the solicitation. The Offeror shall make a clear statement in the proposal of the date of its validity.

L.3 PROPOSAL PREPARATION INSTRUCTIONS

This section provides guidance to the Offeror for the preparation and submission of a proposal in response to this solicitation. The Offeror shall include in its proposal, all data and information required by this section. The Offeror shall submit its proposal in accordance with these instructions.

*Note: The Offeror shall ensure all pricing information is provided in Volume VII (under separate tab) including submission of Subcontracting Plan.

FAR 52.215-1, Instructions to Offeror - Competitive

Acquisition (Jan 2004), Alternate II (OCT 1997)

“(c)(9) Offerors may submit proposals that depart from stated requirements. Any deviations from the requirements in the solicitation - as well as the comparative advantage to the Government - shall be clearly identified, explicitly defined, linked to the specific requirement(s) it addresses or obviates in the Proposal Compliance Matrix, and explain why acceptance of the proposal would be advantageous to the Government. The Government reserves the right to amend the solicitation to allow all Offerors an opportunity to submit revised proposals based on the revised requirements. Non-conformance with the instructions of this solicitation may result in an unfavorable proposal evaluation.”

L.3.1 Electronic Solicitation Responses

FAR 15.207(c), Handling proposals and information

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FAR 15.306(a)(2), Clarification and awards without discussion

This section provides guidance on the electronic format and application software to be used for solicitation responses. Use of the software and procedures described in this section reduces the time and effort required by the Government to receive and handle solicitation responses, leading to a more efficient evaluation of a solicitation response. The information regarding particular software products below should not be construed as a Government endorsement of these products.

Efforts by the Government to clarify and install electronic proposals will not be considered discussions.

The Offeror shall construct all solicitation responses following the instructions for:

Construction in section L.3.1.1

Content in section L.3.1.2.

Using electronic media in section L.3.1.3

Delivery in section L.3.1.4

The Offeror shall deliver all proposals to the Contracting Officer according to Table 1.

Table 1 Solicitation Due Dates

Event Date Due (by 5:00 pm Eastern time) Solicitation questions due to USDOL Within 10 calendar days after solicitation posted on FBO Wage Determinations due to USDOL Within 10 calendar days after RFP publication WCMBP Proposals due to USDOL 60 calendar days after RFP publication

Prooposals received after the time and date specified for receipt of proposals in the solicitation (Table 1 above) will be considered late. Late proposal submissions may not be considered.

L.3.1.1 CONSTRUCTION

The following provides instructions for the construction of the Offeror’s proposal:

L.3.1.2 CONTENT

The Offeror shall construct the proposals using the instructions in the following subsections.

The following general instructions apply:

The Offeror’s proposal shall be comprehensive, concise, factual, and complete in order to provide a sound basis for evaluation by the Government.

The Offeror’s proposal shall be conformant with format instructions in this section (Section L) and the evaluation factors described in Section M.

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L.3.1.2.1 WRITING STYLE

The Offeror shall write clearly and concisely and include sufficient detail for effective evaluation. The Offeror shall provide a convincing rationale to address how the Offeror intends to meet these requirements (not simply rephrase or restate the Government’s requirements). The Offeror shall assume the Government has no prior knowledge of its capabilities and experience, and that the Government will base its evaluation solelyon the information presented in Offeror’s proposal.

L.3.1.2.2 PROPOSAL PRODUCTION

The Offeror shall avoid the use of elaborate brochures or documentation, binding, detailed artwork, animation, special effects, or other embellishments for document, spreadsheets, presentations, etc. Such embellishments are unnecessary and are not desired by the Government.

The Government will not accept nor evaluate sound or video files.

L.3.1.2.3 EMBEDDED GRAPHICS

The Offeror shall simplify graphics embedded into documents, spreadsheets, or presentations as much as possible. Complex graphics require longer periods for the computers used in the evaluation system to draw and redraw these figures, and scrolling through the document is slowed significantly. When considering graphics, use the following guidelines:

Limit colors to 256 colors at 1024 X 768 resolutions; avoid color gradients.

Simplify the color palette used in creating figures.

Be aware of size for graphics files. Large files are discouraged.

Avoid scanned images.

L.3.1.2.4 PAGE LIMITATIONS

The Offeror shall prepare proposals within the page limitations specified in Table

2. The Government will not read or consider pages in excess of the limits in the evaluation of the proposal.

In determining page limits, the Government will count pages that:

Display printed material on both sides of a sheet as two (2) pages

Contain foldout pages as two (2) pages

Contain less than a full page of information as a full page

Page limits do not apply to those volume components in Table 2 that show “None” under the “Page Limit” column.

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L.3.1.2.5 PAGE SIZE

The Offeror shall use the following standards:

Page size of 8.5 by 11 inches, except for foldouts.

Margins no less than one inch on top and bottom and both sides.

Single spacing (not to exceed 46 lines per page).

Pages numbered sequentially by proposal volume.

The Offeror shall not use typesetting, font compression, or other techniques (such as the MS Word feature of setting the paragraph line spacing to “exactly at 12 point”) to reduce character size or spacing. The Government will consider these techniques a deliberate attempt to circumvent the page limitations.

L.3.1.2.6 GRAPHICS

The Offeror may use legible tables, charts, graphs, and figures wherever practical to depict organizations, systems and layout, implementation schedules, etc.;

however the Offeror shall limit these displays to 11 by 17 inches in size. Foldout pages may be used for large tables, charts, graphs, diagrams, and schematics, but the Offeror shall avoid the use of foldout pages for pages of text.

L.3.1.2.7 TEXT SIZE

Offeror shall format text, headings, lists, tables, charts, graphs, figures, and captions such that the text is no smaller than:

Arial 12 point for paragraph text.

Arial 12 point bold with initial capitalization for paragraph heading text.

Arial 10 point for bulleted, numbered, or lettered, lists of text.

Arial 10 point for the content of tables, graphs, charts, or figures.

Arial 12 point bold with initial capitalization for the captions of tables, graphs, charts, or figures.

L.3.1.2.8 PROPRIETARY DATA:

FAR 52.215-1(e), Restriction on disclosure and use of data

If an Offeror includes data in their proposals that they do not want disclosed to the public for any purposes or used by the DOL except for evaluation purposes, the Offeror shall:

Mark the cover page with the following legend:

“This proposal includes data that shall not be disclosed outside the Government and shall not be duplicated, used or disclosed - in whole or in part – for any purpose other than to evaluate this proposal. If, however, a contract is awarded to this Vendor as a result of – or in connection with – the submission of this data, the Government shall

L-6 have the right to duplicate, use, or disclose the data to the extent provided in the resulting contract. This restriction does not limit the Government’s right to use information contained in this data if it is obtained from another source without restriction.”

Mark each sheet of data it wishes to restrict with the following legend:

“Use or disclosure of data contained in this sheet is subject to the restriction on the title page of this proposal.”

The Government will assume no liability for disclosure or use of unmarked data and may use or disclose such unmarked data for any purpose. Unless restricted, information submitted in response to its request may become subject to disclosure to the public pursuant to the provision of the Freedom of Information Act (5 U.S.C.

551).

L.3.1.3 MEDIA

The Offeror shall submit their proposals and related data on high quality CD-DVD media (in Windows format only) with an estimated shelf life of at least 7 years.

The Offeror shall ensure that all submission media are write-protected. The Offeror shall include the following information on each submission:

Offeror’s name

Releasing Government agency and office (USDOL OWCP)

Name of effort (Workers’ Compensation Medical Bill Process)

Solicitation number

Date of proposal submission

Proposal volume number(s) and name(s)

Classification level

Media Label: “<MediaNumber> of <MediaTotal>” (e.g., 1 of 3)

The Offeror shall ensure that subcontractor submissions, if provided, include the same information as above and additionally include the name of the prime contractor.

The Offeror shall screen all submissions for computer viruses and malware prior to submittal to the Government. There is no limit to the number of submissions, as long as the page limitations for each proposal volume are met.

The Offeror shall also provide ten (10) hard copy (paper) printouts of its proposal.

L.3.1.4 DELIVERY

The Offeror shall deliver one (1) complete original and three (3) redacted electronic media copies. Additionally, the Offeror shall deliver one (1) original and ten (10) redacted hard copies of its proposal by courier, hand delivery, or priority

L-7 mail. Redacted, for the purpose of this solicitation, means company names, POCs, and/or logos or any other information that can be traced to the identity of the company. Any un-redacted proposals will be rejected.

L.3.1.4.1 MAIL DELIVERY

For solicitation proposals and other large volumes of data, or in the event of an email failure, the Offeror shall use the following address for submissions:

US Department of Labor OASAM, Business Operations Center Attn: Ms. Myla Gale Office of Procurement Services 200 Constitution NW, S-4307 Washington, DC 20210

For a mail delivery, the Offeror shall enclose the submission in sealed packages and mark the packages as specified below. For each proposal package, the Offeror shall cite the following information on the outside of each package:

Mailing Address

Solicitation Number:

Offeror’s Name

Offeror’s Contracting Officer or designated procurement authority

Offeror’s Company

Offeror’s Address

Marking

Package ___ of _____ (e.g., 1 of 3 total packages submitted)

Mark the package with the following instruction:

”DO NOT OPEN IN MAIL ROOM; TO BE OPENED BY PROCURING

CONTRACTING OFFICER ONLY”

NOTE: Failure to so mark the outer cover could result in your offer being misdirected and received after the due date at the required destination.

L.3.2 Proposal Organization

The Offeror shall structure the proposal as defined in Table 2. Each non-shaded row of this table identifies a volume component, e.g. the Glossary is component six of volume 1. In its proposal, the Offeror shall use the titles, contents, quantities, and page limits of the volume components, as defined in Table 2. Note that the total page count for both Volume 3.1 (Technical) and Volume 4.1 (Management), when added together, is not to exceed (NTE) 180 pages.

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Table 2 Proposal Organization Structure

Volume Title Volume Component Identifier

Volume Component Quantity Page Limit

Proposal 1 - - -

1.1 Cover Letter 1 1

1.2 Executive Summary 1 5

1.3 Proposal File Matrix 1 None

1.4 Proposal

Conformance Matrix

1 None

1.5 Proposal Compliance

Matrix

1 None

1.6 Glossary 1 None

1.7 Review Item

Location Matrix

1 None

1.8 Required Incumbent

Artifacts

1 None

Technical Proposal

2 - - -

2.1 Completed Section A 1 1

2.2 Completed Section B 1 None

2.3 Completed Section I 1 None

2.4 Completed Section K 1 None

2.5 Complete FAR

Provision Text

Blocks

1 None

Technical 3 - - -

3.1 Technical

Narrative

1 Vols 3.1&4.1 combined

NTE

180pages

Management 4 - - -

4.1 Management

Narrative

1 Vols 3.1&4.1 combined

NTE

180pages

4.2 Key Position Letter of

Commitment

1 per Key Position, not employed by

Offeror

2 per person

4.3 Key Position

Background Matrix

1 10

4.4 Key Position

Resume

1 per Key Position

4 per person

4.5 Project Schedule 1 None

Prior Experience 5 - - -

5.1 Prior Experience

Reference List

1 None

5.2 Prior Experience

Project Description

1 per Prior Experience project

3 per project

Past Performance

6 - - -

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Volume Title Volume Component Identifier

Volume Component Quantity Page Limit

6.1 Past Performance

Reference List

1 None

6.2 Past Performance

Project Contact

Sheet

1 per Past Performance project

1 per project

6.3 Past Performance

Questionnaire

1 per Past Performance project

5 per project

6.4 Past Performance

Subcontractor Consent Letter

1 per Past Performance subcontractor

1 per subcontractor

Price Proposal 7 - - -

7.1 Schedule of Supplies

or Services and

Prices/Costs

1 None

7.2 Basis of Estimate 1 None

7.3 Small Business

Subcontracting Plan

1 None

L.3.2.1 VOLUME I – TECHNICAL PROPOSAL VOLUME

This volume contains information about the proposal submitted by the Offeror.

L.3.2.1.1 COVER LETTER

The cover letter is considered the first page of the proposal.

The Offeror shall provide a cover letter that contains the following information:

CERTIFICATION

The Offeror shall include the following statements:

“I hereby certify that the proposal provided with this letter contains an accurate recording of [Company Name]’s response to Request for Proposal and includes information sufficient to reproduce the original document, including signatures and other written and graphic images, completely, accurately, and clearly.

I further state that the proposal is firm for not less than 180 days from the proposal due date.”

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COMPLIANCE

The Offeror shall provide a statement of compliance indicating either complete compliance with the solicitation or a detailed analysis of any objections, exceptions, or contingencies to the terms of the solicitation. This statement may reference the Proposal Conformance Matrix or the Proposal Compliance Matrix for details.

BUSINESS ADDRESS

The Offeror shall provide:

The complete business address of the Offeror

The corporate name to be used on any resultant contract; if this name does not identify a "parent company" or sponsoring "corporation" name, also provide such identity, as appropriate.

The remittance address if different from that above.

SIGNATURE

An appropriate company officer of the Offeror shall sign the cover letter. The Offeror shall submit the completed Cover Letter as part of the Proposal Volume (see Table 2).

L.3.2.1.2 PROPOSAL FILE MATRIX

The Offeror shall provide a master table of contents for the entire proposal, in the form of the Proposal File Matrix, which provides a cross-reference from the proposal volume component structure (described in Table 2) to the softcopy files on the submitted media. The Offeror shall prepare the Proposal File Matrix using the template from Section J.

The Offeror shall store proposal volume components in the folders on the submitted media. Components of the same volume should be contained on the same media, but may span media for capacity reasons.

The Offeror shall use a row of the template for each file that comprises a volume component (see the highlighted rows of the example in Table 3).

For each proposal volume component, the Offeror shall insert the media label of the media on which it is located, the folder name in which it is located, and the filename(s) that constitute the component into the “Media Label”, :Folder”, and “Filename(s)” columns in the Proposal File Matrix.

Table 3 demonstrates the use of the Proposal File Matrix.

Table 3 Proposal File Matrix Example

Volume Media Label Folder Filename

1.1 Media 1 of 2 VOL1 File1.doc

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Volume Media Label Folder Filename

1.2 Media 1 of 2 VOL1 File2.doc

1.3 Media 1 of 2 VOL1 File3.doc

1.4 Media 1 of 2 VOL1 File4.doc

1.5 Media 1 of 2 VOL1 File5.doc

1.6 Media 1 of 2 VOL1 File6.doc

1.7 Media 1 of 2 VOL1 File7.doc

1.8 Media 1 of 2 VOL1 File8.doc

2.1 Media 1 of 2 VOL2 File9.doc

2.2 Media 1 of 2 VOL2 File10.doc

2.3 Media 1 of 2 VOL2 File11.doc

2.4 Media 1 of 2 VOL2 File12.doc

2.5 Media 1 of 2 VOL2 File13.doc

3.1 Media 1 of 2 VOL3 File14.doc

4.1 Media 1 of 2 VOL4 File15.doc

4.2 Media 1 of 2 VOL4 File16.doc

4.3 Media 2 of 2 VOL4 File17.doc

4.4 Media 2 of 2 VOL4 File18.doc

4.5 Media 2 of 2 VOL4 File19.doc

5.1 Media 2 of 2 VOL5 File20.doc

5.2 Media 2 of 2 VOL5 File21.doc

6.1 Media 2 of 2 VOL6 File22.doc

6.2 Media 2 of 2 VOL6 File23.doc

6.3 Media 2 of 2 VOL6 File24.doc

6.4 Media 2 of 2 VOL6 File25.doc

7.1 Media 2 of 2 VOL7 File26.doc

7.2 Media 2 of 2 VOL7 File27.doc

7.3 Media 2 of 2 VOL7 File28.doc

The Offeror shall submit the completed Proposal File Matrix as part of the Proposal Volume (see Table 2).

L.3.2.1.3 PROPOSAL CONFORMANCE MATRIX

A conformance matrix is a table that correlates each of the instructions of Section L to sections of the Offeror’s proposal.

Instructions are identified by the phrase “(the) Offeror […] shall” in a sentence.

The Offeror shall prepare the “Proposal Conformance Matrix” using the “Proposal Conformance Matrix Template” of Section J. The Offeror shall insert a proposal section and / or page reference(s) into the “Proposal Reference” column of each row of the matrix to indicate where the given instruction is satisfied.

The Offeror shall submit the completed Proposal Conformance Matrix as part of the Proposal Volume (see Table 2).

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L.3.2.1.4 PROPOSAL COMPLIANCE MATRIX

A compliance matrix is a table that provides references from each of the requirements of Sections B, C, D, E, F, G, and H to sections of the Offeror’s proposal.

The Offeror shall prepare the “Proposal Compliance Matrix” using the “Proposal Compliance Matrix Template” in Section J. The Offeror shall insert a proposal reference(s) into the “Proposal Reference” column of each row of the matrix to indicate where the given requirement is satisfied. The Offeror shall ensure that these references are as specific as possible, using section heading numbers, bullet list references, and/or page number, respectively in order of preference.

The Offeror shall also provide references to projects that demonstrate prior experience by inserting the “Unique Project Identifier” of such projects into the “Project Reference” column of any row of the matrix to which the prior experience applies (see Prior Experience, below).

The Offeror shall submit the completed Proposal Compliance Matrix as part of the Proposal Volume (see Table 2).

L.3.2.1.5 GLOSSARY

The Offeror shall provide a volume containing a glossary of significant terms and all abbreviations and acronyms used, with an explanation for each. The Offeror shall alphabetically sort the contents of the glossary.

The Offeror shall submit the completed Glossary as part of the Proposal Volume (see Table 2).

L.3.2.1.6 REVIEW ITEM LOCATION MATRIX

The “Review Item Location Matrix” is a table that indicates where, in the Offeror’s revised proposal (if there is one), each of the following Government review items is addressed: clarification requests, deficiency notices, significant weakness assessments, and weakness assessments,.

The Offeror shall prepare the “Review Item Location Matrix”, when submitting a revised proposal, using the “Review Item Location Matrix Template” in Section J.

The Offeror shall insert a proposal reference(s) into the “Proposal Reference” column of each row of the matrix to indicate where the given review item is addressed. The Offeror shall ensure that these references are as specific as possible, using section heading numbers, bullet list references, and/or page number, respectively in order of preference.

The Offeror shall submit the completed Review Item Location Matrix as part of the Proposal Volume (see Table 2).

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L.3.2.1.7 REQUIRED INCUMBENT CONTRACTOR FURNISHED

INFORMATION

In its proposal, the Offeror shall provide a list of all artifacts, required from the incumbent contractor within 30 days of contract award, that are necessary to begin implementation activities for the purposes of assuming operations.

L.3.2.2 VOLUME II – TECHNICAL PROPOSAL

This volume contains information submitted with the proposal that will be incorporated into a contract with the successful Offeror.

The Offeror shall provide any fill-ins or certifications required by Sections A-K of the solicitation as part of the Contract Volume (see Table 2).

L.3.2.3 VOLUME III – TECHNICAL VOLUME

This volume contains the Technical Narrative of the Offeror.

L.3.2.3.1 TECHNICAL NARRATIVE

The Technical Narrative discusses the Offeror's understanding of the requirements of this acquisition and provides a description of the proposed functional and architectural approach to performing the work. The Offeror shall submit the Technical Narrative as part of the Technical Volume (see Table 2). The Offeror shall organize the Technical Narrative by the subsections of Section C; addressing all requirements in a way that communicates the Offeror’s:

Understanding of the requirements

Approach in satisfying the requirements.

Certain capabilities specified in Section C are of particular interest to the Government. In its Technical Narrative and for each topic of particular interest to the Government below, the Offeror shall discuss its technical solution to satisfy the following requirements.

The Offeror shall identify its responses to the topics of particular interest to the Government so that they may be easily referenced by the Government. The Government will evaluate the extent to which the Offeror responds to these topics of particular interest to the Government:

a. An effective and efficient phased approach for transitioning to WCMBP full operational capability.

b. A comprehensive approach to capturing Government requirements, identifying gaps in Offeror’s solution, and satisfying Government requirements.

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c. A comprehensive and formal testing program

d. A discussion of the Offeror’s understanding of "Accepted Conditions", as a means to establish eligibility.

e. A reasonable solution for how the Offeror will address the linkage between provider (group) billing and individual provider billing (i.e. when a provider is part of a group, how both the group and individual provider are simultaneously tracked)

f. A sound plan to promote the use of Electronic Data Exchange (EDI) by providers who currently do not implement this technology.

g. The indexing capabilities and volume capacities of any proposed imaging and indexing solutions.

h. A discussion of the Offeror’s Fraud and Abuse Detection solution

i. A discussion of the Offeror’s user interface approach to maximize ease of learning, ease of use, and user assistance.

L.3.2.4 VOLUME IV – MANAGEMENT VOLUME

This volume contains the Management Narrative of the Offeror.

L.3.2.4.1 MANAGEMENT NARRATIVE

The Management Narrative discusses the Offeror’s capabilities (people, facilities, processes, and others) to meet project management requirements in the PWS, the Offeror’s approach to manage and execute day-to-day program operations, staff qualifications and experience, ability to apply consistent and repeatable processes and ability to manage the project in a coherent and integrated manner. The Offeror shall submit the Management Narrative as part of the Management Volume (see Table 2). The Offeror shall organize the Management Narrative by the subsections of Section C; addressing all requirements in a way that communicates the Offeror’s:

Understanding of the requirements

Approach in satisfying the requirements.

Certain capabilities specified in Section C are of particular interest to the Government. In its Management Narrative and for each topic of particular interest to the Government below, the Offeror shall discuss its management approach to ensure the successful implementation of the requirements.

The Offeror shall identify its responses to the topics of particular interest to the Government so that they may be easily referenced by the Government. The

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Government will evaluate the extent to which the Offeror responds to these topics of particular interest to the Government:

a. A realistic schedule that meets the government's need for an implementation date based on a prioritized, time-phased approach.

b. Key personnel that meet all PWS requirements.

c. A realistic work breakdown structure that meets the government's need for transparent cost accounting.

d. A realistic staffing plan, including ramp-up and training schedule, to support WCMBP project phases.

e. A process for recruiting and retaining a team of qualified and experienced medical professionals, managers, customer service staff, technologists, and medical billing domain experts throughout the life of the contract in the face of turnover, attrition, and competing contract needs.

f. A management process to control and report risk and performance against cost and schedule, including the use of corrective action plans in the event of project variances.

g. A sound approach to notifying and assisting providers during transition from the incumbent’s operation.

h. A teaming approach that minimizes the inherent risk to the Government by minimizing the number of teaming partners. If teaming is proposed, an integrated management approach that provides a common and consistent set of processes and procedures applied across all team members with a single team interface to the Government.

i. A corporate organization chart and project organization chart that clearly delineate lines of authority, accountability, and responsibility, as well as a discussion of any applicable Capability Maturity Model Integration (CMMI) or International Standards Organization (ISO) accreditations for the business unit proposing the WCMBP solution.

j. A discussion of project team’s access to corporate resources and the breadth and depth of resources available to the team.

k. The proposed location of operational sites and proposed work schedule are consistent with WCMBP requirements.

l. A discussion of the proposed, tested state-of-the art quality control processes.

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L.3.2.4.2 KEY POSITIONS

The Offeror shall identify and discuss Key Positions, as defined by the requirements of Section C. For key positions in which the Government requests staffing during both the Implementation and Operations phases, the Government may assess more risk to those positions for which the Contractor does not maintain continuity of staff between the two phases.

The Offeror shall include the following information as part of the Management Volume (see Table 2).

L.3.2.4.3 KEY POSITION BACKGROUND MATRIX

The Offeror shall prepare the “Key Position Background Matrix”, using the “Key Position Background Matrix Template” in Section J.

The Offeror shall include the name and position of key position candidates, their position(s) or title(s), role(s), and responsibilities for all of the contract references in the “Key Position Background Matrix”.

The Offeror shall submit the “Key Position Background Matrix”, as part of the Management Volume (see Table 2).

L.3.2.4.4 KEY POSITION RESUMES

For each Key Position, the Offeror shall provide a resume, using the “Key Position Resume Template” in Section J.

The Offeror shall clearly describe the individual’s relevant experience and qualifications for the position and should amplify the information in the matrices with current and relevant information on the candidate’s skills and experience.

The Offeror shall include the names and phone numbers of contacts for similar contracts for which proposed employees have worked in the past three years.

The Offeror shall submit a “Key Position Resume” for each Key Position, as part of the Management Volume (see Table 2).

L.3.2.4.5 KEY POSITION LETTER OF COMMITMENT

For any proposed individual that is not currently employed by the Offeror, the Offeror shall provide a letter offering employment to the individual (signed by an authorized corporate officer or representative having legal authority to bind the Offeror for performance of the WCMBP contract) and a signed acceptance letter from the individual. These letters shall include:

The date of availability of the proposed individual

The length of commitment of the individual to the WCMBP Project

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If, after submission of the Offeror’s proposal but prior to award, an individual designated as Key Position becomes unavailable, the Offeror shall promptly notify the Contracting Officer and update the proposal accordingly. In such a situation and at the Contracting Officer’s discretion, the Offeror may be allowed to offer a substitute of equal or greater merit.

L.3.2.4.6 PROJECT SCHEDULE

The Offeror shall provide a project Gantt chart, derived from the WBS, with accompanying explanation that shows all major project and Offeror approach activities and milestones.

L.3.2.5 VOLUME V – PRIOR EXPERIENCE

The Government will use information provided by the Offeror in response to this solicitation, and the information the Government may independently obtain from other sources, to evaluate Prior Experience against the requirements of Section C.

Prior Experience information provided by the Offeror and verified with the Offeror’s provided references is used to assess relevant experience of the Offeror, key position, or proposed subcontractor(s) on similar projects and / or services.

L.3.2.5.1 PRIOR EXPERIENCE

The Offeror shall identify and discuss prior experience of both the Contractor organization and key personnel on Government and non-Government contracts that would qualify the Offeror and any proposed subcontractors to perform the work defined in Section C.

Prior experience will be considered relevant when the work performed demonstrates the Offeror’s ability to successfully fulfill requirements that were of similar type, size, complexity, and scope to the requirements included in this solicitation. Relevant experience may include performance of key personnel with relevant experience; subcontractor(s) that will perform major or critical aspects of the requirements; work performed as a subcontractor; and work performed by predecessor companies of its current organization.

The following sections describe the submissions for the Prior Experience Volume (see Table 2).

L.3.2.5.2 PRIOR EXPERIENCE REFERENCE LIST

The Offeror shall prepare a “Prior Experience Reference List”, using the “Prior Experience Reference List Template” in Section J. The Offeror shall provide information for all fields specified in the “Prior Experience Reference List”. The Offeror shall ensure that all items listed in their “Prior Experience Reference List” are also listed in their “Past Performance Reference List”.

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The Offeror shall include projects that demonstrate relevant experience, including:

Each of up to the last ten (10) federal, state, or local government or commercial on-going or completed contracts within the last (5) years

If no relevant past or ongoing prior experience information exists, the Offeror shall check the box at the bottom of the “Prior Experience Reference List”, which says:

“The Offeror can cite no past or ongoing projects that provide relevant prior experience to this proposal.”

For each project reference on the list, the Offeror shall provide a “Unique Project Identifier” and use this “Unique Project Identifier” in all subsequent references to that project. The Offeror shall construct the “Unique Project Identifier” for a Prior Experience project in the format “PEnnnn”, where ‘nnnn’ is a sequentially increasing integer starting with “0001”. The Offeror shall use the “Unique Project Identifier” in the names of all electronic files related to a given project.

Prior Experience references may be for the Offeror or proposed major subcontractor(s). A major subcontractor is defined as a subcontractor who will provide 20% or more of the total proposed contract value. The Offeror shall sort the reference list in descending order of relevancy (i.e. the most relevant contract listed first).

The Offeror shall fill in the “Unique Project Identifier” in the “Project Reference” column of the “Proposal Compliance Matrix” (see L.3.2.1.4,”Proposal Compliance Matrix”), when a reference project demonstrates prior experience for a given requirement row of the matrix.

The Offeror shall provide contact information for each project referenced as specified. The Offeror shall submit the “Prior Experience Reference List” as part of the Prior Experience Volume (see Table 2).

L.3.2.5.3 PRIOR EXPERIENCE PROJECT DESCRIPTION

The Offeror shall prepare a “Prior Experience Project Description” for each project referenced in the “Prior Experience Reference List“, using the “Prior Experience Project Description Template” of Section J.

The Offeror shall provide information for all fields specified in the “Prior Experience Project Description Sheet”.

The Offeror shall submit a “Prior Experience Project Description” for each project referenced in the “Prior Experience Reference List”, as part of the Prior Experience Volume (see Table 2).

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L.3.2.6 VOLUME VI – PAST PERFORMANCE

The Offeror shall identify and discuss Past Performance on Government and non- Government contracts that are relevant to the work defined in Section C.

L.3.2.6.1 PAST PERFORMANCE

Past Performance will be considered relevant when the work performed demonstrates the Offeror’s ability to successfully complete projects that were (are) of similar type, complexity, and scope to the project described in this solicitation.

Past Performance may include performance of key position with relevant experience; subcontractor(s) that will perform major or critical aspects of the requirements; work performed as a subcontractor; and work performed by predecessor companies of its current organization.

The following sections describe the submissions for the Past Performance Volume (see Table 2).

L.3.2.6.2 PAST PERFORMANCE REFERENCE LIST

The Offeror shall prepare a “Past Performance Reference List”, using the “Past Performance Reference List Template” in Section J. The Offeror shall ensure that all items listed in their “Past Performance Reference List” are also listed in their “Prior Experience Reference List”.

The Offeror shall include projects that demonstrate relevant experience, including:

Each of up to the last ten (10) federal, state, or local government or commercial on-going or completed contracts within the last (5) years.

If no relevant past or ongoing Past Performance information exists, the Offeror shall check the box at the bottom of the “Past Performance Reference List”, which says:

“The Offeror can cite no past or ongoing projects that provide relevant past performance to this proposal.”

For each project reference on the list, the Offeror shall provide a “Unique Project Identifier” and shall use this “Unique Project Identifier” in all subsequent references to that project. The Offeror shall construct the “Unique Project Identifier” for Past Performance projects in the format “PPnnnn”, where ‘nnnn’ is a sequentially increasing integer starting with “0001”. The Offeror shall use the “Unique Project Identifier” in the names of all electronic files related to a given project.

The Offeror shall sort the reference list in descending order of relevancy (i.e. the most relevant contract listed first).

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Past Performance references may be for the Offeror or proposed major subcontractor(s). A major subcontractor is defined as a subcontractor who will provide 20% or more of the total proposed contract value. The Offeror shall structure the Past Performance Reference List, such that the references for the prime contract and major subcontractor(s) are listed in order from highest to lowest according to the amount (in dollars) of work proposed for each.

The Offeror shall submit the “Past Performance Reference List” as part of the Past Performance Volume (see Table 2).

L.3.2.6.3 PAST PERFORMANCE CONTACT SHEET

The Offeror shall prepare a “Past Performance Contact Sheet” for each Past Performance reference, using the “Past Performance Contact Sheet Template” in Section J.

The Offeror shall provide information for all fields specified in the “Past Performance Contact Sheet”.

The Offeror shall submit a “Past Performance Contact Sheet” for each project referenced in the “Past Performance Reference List”, as part of the Past Performance Volume (see Table 2).

L.3.2.6.4 PAST PERFORMANCE QUESTIONNAIRE

The Offeror shall prepare “Past Performance Questionnaires”, using the “Past Performance Questionnaire Template” in Section J.

The Offeror shall provide information for all fields in Parts I and II in the “Past Performance Questionnaire”. The customer referenced in the “Past Performance Questionnaire” shall provide the information in Part III.

The Offeror shall submit a completed “Past Performance Questionnaire” for each past performance reference listed in the Past Performance Volume (see Table 2).

L.3.2.6.5 PAST PERFORMANCE SUBCONTRACTOR CONSENT

LETTER

For each proposed subcontractor, the Offeror shall provide a “Past Performance Subcontractor Consent Letter” (signed by the subcontractor), using the “Past Performance Subcontractor Consent Letter Template” provide in Section J.

If there is an issue with the proposed subcontractor’s Past Performance information and there is no written consent, the Offeror will be notified of the issue and be given the opportunity to provide a written explanation.

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The Offeror shall submit a “Past Performance Subcontractor Consent Letter” for each subcontractor referenced in any “Past Performance Questionnaire”, as part of the Past Performance Volume (see Table 2).

L.3.2.7 VOLUME VII – PRICE

The Offeror shall submit data substantiating the pricing proposed to implement the requirements of Section C. The Offeror shall provide sufficient factual information to establish the fairness, reasonableness, realism and balance of the proposed price. The Offeror shall provide price data only in the Price Volume.. The Offeror shall use trade-off information, work-hour estimates, and material kinds and quantities in other volumes only as appropriate for presenting rationale to support a technical or management position, or unless otherwise specified in this section.

The Offeror shall include the following information in the Price Volume (see Table 2).

L.3.2.7.1 SCHEDULE OF SUPPLIES OR SERVICES AND

PRICES/COSTS

The Offeror shall propose a fixed price for all CLINs and a total price for the Base Year and all Option Years. In order to produce comparable pricing across proposals, the Offeror shall use the Volume-Sensitive Operational Data table of Section B as a basis for the pricing of its WCMBP solution. The Offeror shall prepare price build-up information to communicate the cost of requirements satisfaction for each CLIN.

The Offeror shall prepare one “Schedule of Supplies or Services and Prices/Costs” using the “Attachment 1 - Schedule of Supplies or Services and Prices/Costs Template” in Section J. The offeror shall include a labor mix for every CLIN. This information is required for informational purposes only. The offerors price proposal shall include a detailed pricing table, with the labor hours by skilled category that will be applied to the completion of the PWS tasks. The Offeror shall submit price build-up information for each CLIN in the price build-up tab of Attachment 1, associated with that CLIN. The Offeror shall use the predefined fields and formulas in the price build-up tab for each CLIN. The Offeror shall verify that all submitted prices link properly to all CLIN grand totals and the Summary tab.

The Offeror may add additional fields and formulas to any CLIN price build-up tab, but shall link these into an “Other Primary Cost Component” or “Other Secondary Cost Component” field in a CLIN price build-up tab. The Offeror may freely use the space in each tab below the line that reads “Cells below this line may be edited”. The Offeror shall enter a number into each predefined price field in each CLIN price build-up tab. If any predefined field is zero, the Offeror shall affirm that zero is intended in the “Comment” field associated with the predefined field.

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The Offeror shall submit the “Schedule of Supplies or Services and Prices/Costs” as part of the Price Volume (see Table 2).

L.3.2.7.2 SMALL BUSINESS SUBCONTRACTING PLAN

FAR 19.704, Subcontracting plan requirements

FAR 52.219-9, Small Business Subcontracting Plan (July

2013) – Alternative II (October 2001)

In accordance with FAR 19.704 and FAR clause 52.219-9, the Offeror representing a large business, in response to this solicitation, shall submit a Small Business Subcontracting Plan, which addresses the broadest possible scope of small business participation.

The Offeror representing a large business shall submit a Small Business Subcontracting Plan, based on the Small Business Subcontracting Plan template in Section J, which separately addresses subcontracting with small business, veteran-owned small business, service-disabled veteran-owned small business, HUBZone small business, small disadvantaged business, and women-owned small business concerns. The Offeror shall submit the Small Business Subcontracting Plan as part of the Price Volume (see Table 2). The Government will include the plan as part of any resultant contract.

L.3.2.7.3 SUBCONTRACTING GOALS

The Contracting Officer has determined appropriate subcontracting goals for this acquisition, to be based on the total subcontracting amount proposed by the Offeror. The goals in

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Table 4 Subcontracting Category Percentage Goals represent the percentage per small business category out of the Offeror’s proposed overall subcontracting amount. These goals are considered to be minimum allocations per category, and categories are not mutually exclusive.

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Table 4 Subcontracting Category Percentage Goals

Small Business Category Abbreviation Category Goal

Small Business (all types) SB 60% Small Disadvantaged Business SDB 11% Women-Owned Small Business WOSB 7%

HUBZone Small Business HZSB 3% Service-Disabled Veteran-Owned Small

Business

SDVOSB 3%

Veteran-Owned Small Business VOSB 3%

Note: Subcontract dollars may be attributed to as many categories as are applicable. (Example: WOSB & SDB also count as SB). The contractor shall decide how much opportunity will be available for subcontractors, then apply the percentile against the subcontracting opportunity.

The table below provides an example of a sub-contacting goal calculation:

Table 5 Subcontracting Goal Example Calculation

Total Contract award is $100 Contractor decides that 10% of this contract will be subcontracted, therefore $10. The following dollar thresholds would apply in this situation.

Small Business Category Abbreviation Thresholds

Small Business (all types) SB $6

Small Disadvantaged Business SDB $1.10

Women-Owned Small Business

WOSB $0.70

HUBZone Small Business HZSB $0.30

Service-Disabled Veteran- Owned Small Business

SDVOSB

$0.30

Veteran-Owned Small Business

VOSB

$0.30

The Offeror representing a large business shall:

Propose goals that are equivalent to or greater than those specified above in the solicitation by the Contracting Officer.

Clearly state the proposed goals and dollars for each small business category in the plan.

Provide cage codes for the primary bidder as well as all proposed small business subcontractors.

In no case are “zero” goals acceptable; failure to submit a plan that meets the percentage requirements (goals) set forth by the solicitation for all small business categories may render the proposal non-responsive.

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L.3.2.7.4 SUBCONTRACTING REPORTING

The Offeror representing a large business shall agree to enter, and ensure that its subcontractors enter, the required subcontracting reports into the government-wide Electronic Subcontracting Reporting System (eSRS) in accordance with the instructions provided with eSRS. Prior to final payment, the successful contractor shall submit their small business utilization figures, to the DOL Contracting Office (address on page 1 of this solicitation) for use in determining how well the successful awardee adhered to their proposed subcontracting plan and for use in determining the company’s overall performance evaluation.

L.4 PROPOSAL EVALUATION PROCEDURES

The Offeror shall abide by all instructions in Section L.3.

L.4.1 Protests

FAR 52.233-2. Service of Protest (SEP 2006)

Protests, as defined in section 33.101 of the Federal Acquisition Regulation, may be filed directly with an agency or filed with the Government Accountability Office (GAO) or the Court of Federal Claims (COFC).

The Offeror shall serve any protest (or copy of any GAO protests) on the Contracting Officer (addressed as follows) by obtaining written and dated acknowledgment of receipt from the hand-carried and/or mailing address of:

US Department of Labor OASAM, Business Operations Center Div 1, Office of Procurement Services 200 Constitution NW, S-4307 Washington, DC 20210

The Offeror shall ensure that a copy of any protest is received in the office designated above within one day of filing a protest with the GAO or COFC.

L.4.2 Amendment or Cancellation of Solicitation

FAR 15.206, Amending the solicitation

The Government reserves the right to amend or cancel this solicitation as necessary to meet WCMBP requirements. The contractor is required to acknowledge receipt of all amendments by completing blocks 15A-C of the SF-30.