Amendment_4_Continuation_Pages.pdf

Amendment to Solicitation DU205NC-15-R-0012

SF-30 Continuation Pages

1. The government is extending the due date for Receipt of

Offers:

From: 1300 Local Time, October 29, 2015

Time, Zone, and Date

To: 1300 Local Time, November 5, 2015

Time, Zone, and Date

2. The government is making the following changes to the solicitation:

a. Replace Section A clause FAR 52.212-5 “Contract Terms and

Conditions Required to Implement Statutes or Executive

Orders –Commercial Items” in its entirety.

b. Replace Section J, Attachment 1 “Total Price Matrix” in its entirety.

c. Replace Section L provision “Addendum to FAR 52.212-1

Instructions to Offerors – Commercial Items” in its entirety.

d. Replace Section M provision “Addendum to FAR 52.212-2 –

Evaluation-Commercial Items” in its entirety.

Section A-Solicitation/Contract Form

52.212-5 Contract Terms and Conditions Required to Implement

Statutes or Executive Orders -- Commercial Items (Oct 2015)

(a) The Contractor shall comply with the following Federal

Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or

Executive orders applicable to acquisitions of commercial items:

(1) 52.209-10, Prohibition on Contracting with Inverted Domestic

Corporations (Dec 2014)

(2) 52.233-3, Protest After Award (AUG 1996) (31 U.S.C. 3553).

(3) 52.233-4, Applicable Law for Breach of Contract Claim (OCT

2004) (Public Laws 108-77, 108-78 (19 U.S.C. 3805 note)).

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the contracting officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial items:

[Contracting Officer check as appropriate.]

X (1) 52.203-6, Restrictions on Subcontractor Sales to the

Government (Sept 2006), with Alternate I (Oct 1995) (41 U.S.C.

4704 and 10 U.S.C. 2402).

X (2) 52.203-13, Contractor Code of Business Ethics and

Conduct (Oct 2015) (41 U.S.C. 3509).

___ (3) 52.203-15, Whistleblower Protections under the American

Recovery and Reinvestment Act of 2009 (Jun 2010) (Section 1553 of Pub L. 111-5) (Applies to contracts funded by the American

Recovery and Reinvestment Act of 2009).

X (4) 52.204-10, Reporting Executive compensation and First-

Tier Subcontract Awards (Oct 2015) (Pub. L. 109-282) (31 U.S.C.

6101 note).

___ (5) [Reserved]

___ (6) 52.204-14, Service Contract Reporting Requirements (Jan

2014) (Pub. L. 111-117, section 743 of Div. C).

X (7) 52.204-15, Service Contract Reporting Requirements for

Indefinite-Delivery Contracts (Jan 2014) (Pub. L. 111-117, section 743 of Div. C).

X (8) 52.209-6, Protecting the Government’s Interest When

Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment (Oct 2015) (31 U.S.C. 6101 note).

X (9) 52.209-9, Updates of Publicly Available Information

Regarding Responsibility Matters (Jul 2013) (41 U.S.C. 2313).

___ (10) [Reserved]

___ (11) (i) 52.219-3, Notice of HUBZone Set-Aside or Sole-

Source Award (Nov 2011) (15 U.S.C. 657a).

___ (ii) Alternate I (Nov 2011) of 52.219-3.

___ (12) (i) 52.219-4, Notice of Price Evaluation Preference for

HUBZone Small Business Concerns (Oct 2014) (if the offeror elects to waive the preference, it shall so indicate in its offer)(15 U.S.C. 657a).

___ (ii) Alternate I (Jan 2011) of 52.219-4.

___ (13) [Reserved]

___ (14) (i) 52.219-6, Notice of Total Small Business Aside (Nov

2011) (15 U.S.C. 644).

___ (ii) Alternate I (Nov 2011).

___ (iii) Alternate II (Nov 2011).

___ (15) (i) 52.219-7, Notice of Partial Small Business Set-

Aside (June 2003) (15 U.S.C. 644).

___ (ii) Alternate I (Oct 1995) of 52.219-7.

___ (iii) Alternate II (Mar 2004) of 52.219-7.

X (16) 52.219-8, Utilization of Small Business Concerns (Oct

2014) (15 U.S.C. 637(d)(2) and (3)).

___ (17) (i) 52.219-9, Small Business Subcontracting Plan (Oct

2015) (15 U.S.C. 637 (d)(4)).

___ (ii) Alternate I (Oct 2001) of 52.219-9.

___ (iii) Alternate II (Oct 2001) of 52.219-9.

___ (iv) Alternate III (Oct 2015) of 52.219-9.

X (18) 52.219-13, Notice of Set-Aside of Orders (Nov 2011)

(15 U.S.C. 644(r)).

X (19) 52.219-14, Limitations on Subcontracting (Nov 2011)

(15 U.S.C. 637(a)(14)).

___ (20) 52.219-16, Liquidated Damages—Subcontracting Plan (Jan

1999) (15 U.S.C. 637(d)(4)(F)(i)).

___ (21) 52.219-27, Notice of Service-Disabled Veteran-Owned

Small Business Set-Aside (Nov 2011) (15 U.S.C. 657f).

X (22) 52.219-28, Post Award Small Business Program

Rerepresentation (Jul 2013) (15 U.S.C. 632(a)(2)).

___ (23) 52.219-29, Notice of Set-Aside for Economically

Disadvantaged Women-Owned Small Business (EDWOSB) Concerns (Jul

2013) (15 U.S.C. 637(m)).

___ (24) 52.219-30, Notice of Set-Aside for Women-Owned Small

Business (WOSB) Concerns Eligible Under the WOSB Program (Jul

2013) (15 U.S.C. 637(m)).

X (25) 52.222-3, Convict Labor (June 2003) (E.O. 11755).

___ (26) 52.222-19, Child Labor—Cooperation with Authorities and

Remedies (Jan 2014) (E.O. 13126).

X (27) 52.222-21, Prohibition of Segregated Facilities (Apr

2015).

X (28) 52.222-26, Equal Opportunity (Apr 2015) (E.O. 11246).

X (29) 52.222-35, Equal Opportunity for Veterans (Oct 2015)

(38 U.S.C. 4212).

X (30) 52.222-36, Equal Opportunity for Workers with

Disabilities (Jul 2014) (29 U.S.C. 793).

X (31) 52.222-37, Employment Reports on Veterans (Oct 2015)

(38 U.S.C. 4212).

X (32) 52.222-40, Notification of Employee Rights Under the

National Labor Relations Act (Dec 2010) (E.O. 13496).

X (33) (i) 52.222-50, Combating Trafficking in Persons (Mar

2015) (22 U.S.C. chapter 78 and E.O. 13627).

___ (ii) Alternate I (Mar 2015) of 52.222-50, (22 U.S.C. chapter

78 and E.O. 13627).

___ (34) 52.222-54, Employment Eligibility Verification (Oct

2015). (E. O. 12989). (Not applicable to the acquisition of commercially available off-the-shelf items or certain other types of commercial items as prescribed in 22.1803.)

___ (35) (i) 52.223-9, Estimate of Percentage of Recovered

Material Content for EPA-Designated Items (May 2008) (42 U.S.C.

6962(c)(3)(A)(ii)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

___ (ii) Alternate I (May 2008) of 52.223-9 (42 U.S.C.

6962(i)(2)(C)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

___ (36) (i) 52.223-13, Acquisition of EPEAT® -Registered

Imaging Equipment (Jun 2014) (E.O.s 13423 and 13514

___ (ii) Alternate I (Oct 2015) of 52.223-13.

___ (37) (i) 52.223-14, Acquisition of EPEAT® -Registered

Television (Jun 2014) (E.O.s 13423 and 13514).

___ (ii) Alternate I (Jun 2014) of 52.223-14.

___ (38) 52.223-15, Energy Efficiency in Energy-Consuming

Products (Dec 2007) (42 U.S.C. 8259b).

___ (39) (i) 52.223-16, Acquisition of EPEAT® -Registered

Personal Computer Products (Oct 2015) (E.O.s 13423 and 13514).

___ (ii) Alternate I (Jun 2014) of 52.223-16.

X (40) 52.223-18, Encouraging Contractor Policies to Ban Text

Messaging while Driving (Aug 2011) (E.O. 13513).

___ (41) 52.225-1, Buy American--Supplies (May 2014) (41 U.S.C.

chapter 83).

___ (42) (i) 52.225-3, Buy American--Free Trade Agreements--

Israeli Trade Act (May 2014) (41 U.S.C. chapter 83, 19 U.S.C.

3301 note, 19 U.S.C. 2112 note, 19 U.S.C. 3805 note, 19 U.S.C.

4001 note, Pub. L. 103-182, 108-77, 108-78, 108-286, 108-302, 109-53, 109-169, 109-283, 110-138, 112-41, 112-42, and 112-43).

___ (ii) Alternate I (May 2014) of 52.225-3.

___ (iii) Alternate II (May 2014) of 52.225-3.

___ (iv) Alternate III (May 2014) of 52.225-3.

___ (43) 52.225-5, Trade Agreements (Nov 2013) (19 U.S.C. 2501, et seq., 19 U.S.C. 3301 note).

X (44) 52.225-13, Restrictions on Certain Foreign Purchases

(Jun 2008) (E.O.’s, proclamations, and statutes administered by the Office of Foreign Assets Control of the Department of the

Treasury).

___ (45) 52.225-26, Contractors Performing Private Security

Functions Outside the United States (Jul 2013) (Section 862, as amended, of the National Defense Authorization Act for Fiscal

Year 2008; 10 U.S.C. 2302 Note).

___ (46) 52.226-4, Notice of Disaster or Emergency Area Set-

Aside (Nov 2007) (42 U.S.C. 5150).

___ (47) 52.226-5, Restrictions on Subcontracting Outside

Disaster or Emergency Area (Nov 2007) (42 U.S.C. 5150).

___ (48) 52.232-29, Terms for Financing of Purchases of

Commercial Items (Feb 2002) (41 U.S.C. 4505), 10 U.S.C.

2307(f)).

___ (49) 52.232-30, Installment Payments for Commercial Items

(Oct 1995) (41 U.S.C. 4505, 10 U.S.C. 2307(f)).

X (50) 52.232-33, Payment by Electronic Funds Transfer—

System for Award Management (Jul 2013) (31 U.S.C. 3332).

___ (51) 52.232-34, Payment by Electronic Funds Transfer—Other

Than System for Award Management (Jul 2013) (31 U.S.C. 3332).

___ (52) 52.232-36, Payment by Third Party (May 2014) (31 U.S.C.

3332).

___ (53) 52.239-1, Privacy or Security Safeguards (Aug 1996) (5

U.S.C. 552a).

___ (54) (i) 52.247-64, Preference for Privately Owned U.S.-Flag

Commercial Vessels (Feb 2006) (46 U.S.C. Appx 1241(b) and 10

U.S.C. 2631).

___ (ii) Alternate I (Apr 2003) of 52.247-64.

(c) The Contractor shall comply with the FAR clauses in this paragraph (c), applicable to commercial services, that the

Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or executive orders applicable to acquisitions of commercial items:

[Contracting Officer check as appropriate.]

___ (1) 52.222-17, Nondisplacement of Qualified Workers (May

2014) (E.O. 13495)

___ (2) 52.222-41, Service Contract Labor Standards (May 2014)

(41 U.S.C. chapter 67.).

___ (3) 52.222-42, Statement of Equivalent Rates for Federal

Hires (May 2014) (29 U.S.C. 206 and 41 U.S.C. chapter 67).

___ (4) 52.222-43, Fair Labor Standards Act and Service Contract

Labor Standards -- Price Adjustment (Multiple Year and Option

Contracts) (May 2014) (29 U.S.C.206 and 41 U.S.C. chapter 67).

___ (5) 52.222-44, Fair Labor Standards Act and Service Contract

Labor Standards -- Price Adjustment (May 2014) (29 U.S.C. 206 and 41 U.S.C. chapter 67).

___ (6) 52.222-51, Exemption from Application of the Service

Contract Labor Standards to Contracts for Maintenance, Calibration, or Repair of Certain Equipment--Requirements (May

2014) (41 U.S.C. chapter 67).

___ (7) 52.222-53, Exemption from Application of the Service

Contract Labor Standards to Contracts for Certain Services--

Requirements (May 2014) (41 U.S.C. chapter 67).

X (8) 52.222-55, Minimum Wages Under Executive Order 13658

(Dec 2014) (E.O. 13658).

___ (9) 52.226-6, Promoting Excess Food Donation to Nonprofit

Organizations. (May 2014) (42 U.S.C. 1792).

___ (10) 52.237-11, Accepting and Dispensing of $1 Coin (Sep

2008) (31 U.S.C. 5112(p)(1)).

(d) Comptroller General Examination of Record The Contractor shall comply with the provisions of this paragraph (d) if this contract was awarded using other than sealed bid, is in excess of the simplified acquisition threshold, and does not contain the clause at 52.215-2, Audit and Records -- Negotiation.

(1) The Comptroller General of the United States, or an authorized representative of the Comptroller General, shall have access to and right to examine any of the Contractor’s directly pertinent records involving transactions related to this contract.

(2) The Contractor shall make available at its offices at all reasonable times the records, materials, and other evidence for examination, audit, or reproduction, until 3 years after final payment under this contract or for any shorter period specified in FAR Subpart 4.7, Contractor Records Retention, of the other clauses of this contract. If this contract is completely or partially terminated, the records relating to the work terminated shall be made available for 3 years after any resulting final termination settlement. Records relating to appeals under the disputes clause or to litigation or the settlement of claims arising under or relating to this contract shall be made available until such appeals, litigation, or claims are finally resolved.

(3) As used in this clause, records include books, documents, accounting procedures and practices, and other data, regardless of type and regardless of form. This does not require the

Contractor to create or maintain any record that the Contractor does not maintain in the ordinary course of business or pursuant to a provision of law.

(e)

(1) Notwithstanding the requirements of the clauses in paragraphs (a), (b), (c) and (d) of this clause, the Contractor is not required to flow down any FAR clause, other than those in this paragraph (e)(1) in a subcontract for commercial items.

Unless otherwise indicated below, the extent of the flow down shall be as required by the clause—

(i) 52.203-13, Contractor Code of Business Ethics and Conduct

(Oct 2015) (41 U.S.C. 3509).

(ii) 52.219-8, Utilization of Small Business Concerns (Oct 2014)

(15 U.S.C. 637(d)(2) and (3)), in all subcontracts that offer further subcontracting opportunities. If the subcontract (except subcontracts to small business concerns) exceeds $700,000 ($1.5 million for construction of any public facility), the subcontractor must include 52.219-8 in lower tier subcontracts that offer subcontracting opportunities.

(iii) 52.222-17, Nondisplacement of Qualified Workers (May 2014)

(E.O. 13495). Flow down required in accordance with paragraph

(1) of FAR clause 52.222-17.

(iv) 52.222-21, Prohibition of Segregated Facilities (Apr 2015).

(v) 52.222-26, Equal Opportunity (Apr 2015) (E.O. 11246).

(vi) 52.222-35, Equal Opportunity for Veterans (Oct 2015) (38

U.S.C. 4212).

(vii) 52.222-36, Equal Opportunity for Workers with Disabilities

(Jul 2014) (29 U.S.C. 793).

(viii) 52.222-37, Employment Reports on Veterans (Oct 2015) (38

U.S.C. 4212).

(ix) 52.222-40, Notification of Employee Rights Under the

National Labor Relations Act (Dec 2010) (E.O. 13496). Flow down required in accordance with paragraph (f) of FAR clause 52.222-

40.

(x) 52.222-41, Service Contract Labor Standards (May 2014), (41

U.S.C. chapter 67).

(xi) ____ (A) 52.222-50, Combating Trafficking in Persons (Mar

2015) (22 U.S.C. chapter 78 and E.O. 13627).

___ (B) Alternate I (Mar 2015) of 52.222-50 (22 U.S.C. chapter

78 E.O. 13627).

(xii) 52.222-51, Exemption from Application of the Service

Contract Labor Standards to Contracts for Maintenance, Calibration, or Repair of Certain Equipment--Requirements (May

2014) (41 U.S.C. chapter 67.)

(xiii) 52.222-53, Exemption from Application of the Service

Contract Labor Standards to Contracts for Certain Services--

Requirements (May 2014) (41 U.S.C. chapter 67)

(xiv) 52.222-54, Employment Eligibility Verification (Oct 2015)

(E. O. 12989).

(xv) 52.222-55, Minimum Wages Under Executive Order 13658 (Dec

2014) (E.O. 13658).

(xvi) 52.225-26, Contractors Performing Private Security

Functions Outside the United States (Jul 2013) (Section 862, as amended, of the National Defense Authorization Act for Fiscal

Year 2008; 10 U.S.C. 2302 Note).

(xvii) 52.226-6, Promoting Excess Food Donation to Nonprofit

Organizations. (May 2014) (42 U.S.C. 1792). Flow down required in accordance with paragraph (e) of FAR clause 52.226-6.

(xviii) 52.247-64, Preference for Privately-Owned U.S. Flag

Commercial Vessels (Feb 2006) (46 U.S.C. Appx 1241(b) and 10

U.S.C. 2631). Flow down required in accordance with paragraph

(d) of FAR clause 52.247-64.

(2) While not required, the contractor may include in its subcontracts for commercial items a minimal number of additional clauses necessary to satisfy its contractual obligations.

Section L – Instructions, Conditions, and Notices to Bidders

ADDENDUM TO FAR 52.212-1—INSTRUCTIONS TO OFFERORS – COMMERCIAL ITEMS (APR 2014)

Paragraph (c), “Period for acceptance of offers” is tailored as follows: “The offeror agrees to hold the prices in its offer firm for 120 calendar days from the date specified for receipt of offers.”

Paragraph (e), “Multiple offers” is deleted from the solicitation.

ADDENDA TO 52.212-1 Proposal Preparation Instructions

A. To assure timely and equitable evaluation of the proposal, the offeror must follow the instructions contained herein. Offerors are required to meet all solicitation requirements, including terms and conditions, representations and certifications, and technical requirements, in addition to those identified as evaluation factors or subfactors. Failure to meet a requirement may result in an offer being ineligible for award. The response must consists of four (4) separate

Volumes (Parts); Volume I – Narrative Summary, Volume II-Price Proposal, Volume III –

Technical Proposal, and Volume IV – Past Performance.

B. The contracting officer has determined there is a high probability of adequate price competition in this acquisition. Upon examination of the initial offers, the contracting officer will review this determination and if, in the contracting officer’s opinion, adequate price competition exists no additional cost information will be requested and certification under FAR 15.406-2 will not be required. If any time during the competition the contracting officer determines that adequate price competition no longer exists, offerors may be required to submit information other than cost or pricing data to support a determination of price reasonableness.

C. The government will award a contract resulting from the solicitation to the offeror who will provide best value to the government. The government shall use the following Factors to evaluate offers:

Evaluation Criteria

This is a competitive best value source selection using Tradeoff source selection procedures.

The government intends to award up to two (2) Indefinite Delivery/Indefinite Quantity contracts as a result of this solicitation. The government will make a decision on the acceptability of each offeror (acceptable/unacceptable) of each offeror. The government will award a contract(s) resulting from this solicitation to the offeror(s) who provide the best overall value to the US

Department of Housing and Urban Development as determined by an integrated assessment.

Among those offerors who are determined to be technically acceptable, tradeoffs will be made between past performance and cost/price. Performance Price Tradeoff (PPT) in which competing offerors’ past and present performance history will be evaluated on a basis significantly more important than cost or price considerations.

D. Submittal of Proposal and Inquiries

1. Technical Questions:

HUD must receive all technical questions no later than ten calendar days after the release date of the solicitation. HUD will answer questions which may affect offerors by email and post the answers electronically (e.g. Federal Business Opportunities (FBO)). When you e-mail your questions, the subject line of the email should read “FOUO\\INFO: Solicitation DU205NC-15-R-xxxx – (Insert Company Name).

Potential offerors are encouraged to subscribe to email notifications when information has been posted for this solicitation.

2. Information Regarding Submittal of Proposals:

a. Proposals must be delivered to Ralph Metcalfe Building, DHUD/OCPO, Chicago

Contracting Operations Branch, 77 West Jackson Blvd, Room 2517, Chicago IL, 60604.

The sealed envelope or package used to submit your proposal must show the time and date specified for receipt, the Solicitation Number, the name and address of the offeror, and “To Be Opened By Authorized Government Personnel Only.”

b. Offerors are cautioned the Ralph Metcalfe Building has visitor control procedures requiring individuals not affiliated with the installation must to go through a metal detector and packages are subject to screening prior to entrance. SOME DELAY SHOULD

BE ANTICIPATED WHEN HANDCARRYING PROPOSALS. Offerors should allow sufficient time to arrive at Room 2517 PRIOR to the time specified for receipt. Late proposals will be processed according to FAR 52.212-1(f), “Late submission, modifications, revisions and withdrawls of offers.”

E. Documents submitted in response to this solicitation must be fully responsive to and consistent with the following:

1. Requirements of the solicitation (CLINs & PWS) and government standards and regulations pertaining to the PWS.

2. Evaluation Factors for Award in Section M, FAR 52.212-2 Evaluation-Commercial Items of this solicitation.

F. Incorporation of Proposal

The government contemplates incorporating the price and technical proposal into any resulting contract. The government, at contract award, may incorporate all or any portions of an offeror’s proposal.

G. Include Sufficient Detail

The proposal must be clear, concise, and must include sufficient detail for effective evaluation and for sustaining the validity of stated claims. The proposal should not simply rephrase or restate the government’s requirements, but must provide convincing rationale to address how the offeror intends to meet these requirements. Offerors must assume that the government has no prior knowledge or experience. The government will base its evaluation on the information presented in the offeror’s proposal. The government reminds the offeror that the government reserves the right to award this effort based in the initial proposal as received, without discussions.

H. Proposal Format

1. An offeror’s proposal must consist of four separate volumes:

Volume Title Page Limitation

I Narrative Summary 5

II Price N/A

III Technical 70

IV Past Performance N/A

2. Submission of Proposals:

Documents Number of Copies

Volume I – Narrative Summary 1. Original and two (2) paper copies of the Narrative Summary and all appendices.

2. Two certified virus-free Compact Disk (CD) copies of the Narrative Summary and appendices in pdf, Microsoft Word 2010. Excel files must be in Excel 2010 format.

Volume II - Price Proposal 1. Original and two paper copies of the Price Proposal and all attachments

2. Two certified virus-free Compact Disk (CD) copies of the Price Proposal and attachments in pdf, Microsoft Word 2010. Excel files

Documents Number of Copies must be in Excel 2010 format.

Volume III – Technical Proposal 1. Original and two paper copies of the Technical Proposal and all attachments.

2. Two certified virus-free Compact Disk copies of the Technical Proposal and appendices in pdf, Microsoft Word 2010. Excel files must be in Excel 2010 format.

Volume Iv – Past Performance Information 1. Original and two paper copies of the Past Performance Information and all attachments.

2. Two certified virus-free Compact Disk copies of the Past Performance Information at attachments in pdf, Microsoft Word 2010. Excel files must be in Excel 2010.

Offerors must certify the information in the paper and electronic copies are exactly the same.

3. Documents submitted in response to the solicitation must be fully responsive to and consistent with the following:

a. Requirements of the solicitation (CLINs and PWS) and government standards and regulations pertaining to the PWS.

b. Evaluation factors for award according to solicitation provision FAR 52.212-2 –

“Evaluation—Commercial Items” and “Addendum to FAR 52.212-2—Evaluation—

Commercial Items.”

c. The proposal must not exceed the limits stated above. If the page limitations are exceeded, the pages in excess of the limit will not be read or considered in the evaluation of the proposal. The government will not accept any changes to the contractor’s proposal after the due date for proposals (See FAR 52.212-1(f)) for further information regarding late proposals). If discussions become necessary, page limitations may be placed on responses to discussions. The specific page limits for discussion responses will be identified in the letters forwarding the responses to the offerors.

4. Size limit of Volume III – Technical Proposal.

a. Offerors must limit Volume III-Technical Proposal, of their initial offers to 70 pages, except for the information specifically in (3)(d) below. Offerors are cautioned that if

Volume III of their offers exceeds this limit, the government will evaluate only the information contained in the pages up through the permitted number. The government will not evaluate pages beyond that limit.

b. A page must consist of one side of a single sheet of 8.5” x 11” paper, single spaced, using not smaller than 12 point type font, and having margins at the top, bottom, and sides of the page less than one inch in width.

c. Text color must be black. The offeror may use color in graphics or charts for greater clarity. Text in graphics and charts must be single spaced, no smaller than 9-point

Arial Narrow; text in tables must be no smaller than 9-point Arial. The size and font of headers are not dictated. No fonts may be condensed.

d. The following information is exempt from the limitation set forth in paragraph (1):

The cover letter and any resumes, statement of corporate capability and experience, statements of subcontractor/teaming partner capability and experience, letters of commitment, organizational charts, and graphics.

e. Offerors are encouraged to use recycled paper and to use both sides of the paper

(see FAR § 52.204-4, Printed or Copied Double-Sided on Postconsumer Fiber

Content Paper).

Text color must be black. The offeror may use color in graphics or charts for greater clarity.

Text in graphics and charts must be no smaller than 9-point Arial Narrow; text in tables must be no smaller than 9-point Arial. The size and font of headers are not dictated. No fonts may be condensed.

f. Electronic Offers: NOTE: Do not submit on flash drive, CD-RW, or DVD-RW media.

The offeror must submit electronic versions of all volumes on a single compact Disc

(CD). The content and page size of electronic copies must be identical to the hard copies. If there is a difference, the hard copies will be used for evaluation purposes.

Indicate on the CD, the offeror name and volume numbers and titles. Each volume must be in separate directories/folders on the CD-ROM. Use separate files to permit rapid location of all portions, including exhibits, annexes, addenda, and attachments, if any. If files are compressed, the necessary decompression application must be included and compatible with the government’s Windows operating system. Multiple disks, if required, will each be labeled with the contents.

The file-naming convention for the proposed volumes is as follows. It is permissible to expand on these names if a list of the content of each is provided. Offerors must certify that each CD-ROM has been checked using the latest version of virus detection software and is virus-free. The certification must identify the virus detection software and version used.

Files File Name

Volume I – Executive Summary Executive Summary Volume II – Price Price Volume III – Technical Technical Volume IV – Past Performance Past Performance

Two electronic copies of Volume’s I, II, III, and IV of the proposal must be submitted in a format readable by Microsoft (MS) Word 2010, MS Excel 2010, MS-Project 2010, and MS-

Power Point 2010, as applicable. One copy must be unlocked in order to export the winning offeror’s information into the government’s contract writing systems. In addition to other instructions for submitting electronic versions of their proposal, offerors must follow these instructions:

(a) Media. Electronic storage media must be submitted in the CD-ROM format.

(b) MS-Word Format. Documents submitted using Microsoft Office must be saved in the

Microsoft Office 2010 (DOCX) default format.

(c) PDF Format: Submit PDF documents using only Adobe Acrobat XI or older. Do NOT submit any documents in PDF format copied as “images.” All PDF files must be created in such a way to enable the textural search and copy functions in Adobe Acrobat.

g. Each volume must include a cover page with the following information:

i. Volume number and name of volume.

ii. Solicitation title.

iii. Offeror’s name, address, and contact information.

iv. Date of proposal and validity date.

v. DUNS number

vi. Tax Identification Number (TIN)

a. Each volume must contain a detailed table of contents to delineate the subparagraphs within that volume. Tab indexing must be used to identify sections.

b. All volumes must contain page numbers. Offerors must use a standard page numbering system.

c. Each volume must contain a glossary of all abbreviations and acronyms used, with a definition for each.

h. As part of the proposal submission, offerors must submit a Proposal Matrix using the table below or similar format, which maps what page of the proposal addresses each Performance Work Statement /tasks requirement identified under “Technical

Approach”, and which page of the proposal fully addresses each Evaluation Factor.

The offeror must use the appropriate column to fill in the requirement as stipulated in the solicitation to which the page/section number applies.

Proposal Page(s)/Section Number(s)

Solicitation Requirement

Performance Work Statement

Instructions to Offerors

Evaluation Factors

Comments

I. Specific Instructions

1. PART I-NARRATIVE SUMMARY

In the Executive Summary Volume, the offeror must provide the following information.

A concise narrative summary of the entire proposal, including significant risks, and highlight any key or unique features, excluding price. The salient features should agree with Section M evaluation factors/subfactors. Any summary material presented here must not be considered as meeting the requirements for any portions of other volumes of the proposal. In accordance with FAR § 52.219-14 – Limitations on Subcontracting, for a service contract, at least 50% of the contract cost incurred for personnel shall be expended for employees of the prime 8(a) concern.

The prime contractor must state in their proposal submission that they will adhere to FAR §

52.219-14 and explain the percentage breakout of work accomplished by the prime and all applicable subcontractors, teaming arrangements, etc.

Offerors must identify if they are submitting a proposal as a joint venture, subcontracting or teaming agreement, and must identify the joint venture, subcontracting, or team partners.

Offerors must include a copy of the joint venture partnership, subcontracting, or teaming agreements are part of Volume I. The agreement(s) are/will not be included in the five page limit.

2. PART II- PRICE PROPOSAL

a. Complete blocks 12, 17, and 30 of the SF-1449. In doing so, the offeror accedes to the contract terms and conditions as written in the solicitation with attachments.

b. Signed SF-30s - Amendment of Solicitation/Modification of Contract.

c. Complete Section B clause Pricing for Inspections, Paragraph (2) Special Purpose

Inspections.

d. Insert proposed unit and extended prices according to Section B clause, Schedule of

Prices/Costs. Offerors must submit the prices for Section B clause Schedule of

Prices/Costs in the Total Evaluated Price Matrix (see Attachment #1). Ensure that the total extended pricing for each CLIN is calculated correctly.

e. Offerors must submit prices that are consistent with the requirements set forth in the

Performance Work Statement and in the format requested in Attachment #1 of this solicitation. The offeror must provide a separate cost breakdown of each Contract Line

Item (CLIN) that is identified in Attachment #1 (excludes CLIN’s “Transition-out “and

“Construction Inspection Services –Special Purpose Inspections”). This must include the labor categories, number of hours, labor rates, percentage of effort, labor mix and any other costs that may apply to the total cost of each contract line item. The offeror may submit the pricing data in their own format, but in a workable Excel spreadsheet to be included in Attachment #1 Pricing Sheet Tab titled “Notes and Assumptions.” If the offeror proposes annual cost of living increases, the offeror must support the proposed increases with historical and relevant market index information.

f. Complete all the necessary fill-ins in the SF-1449-Continuation Pages. Solicitation

Section K, Representations, Certifications, and Other Statements of Bidders must be completed and returned with your proposal. Registration in the online representations and certifications program at htttps://www.sam.gov meets this requirement.

g. All dollar amounts proposed must be rounded to the nearest dollar by each offeror. If any rounding is overlooked, the government will round all dollars to the nearest dollar.

3. PART III – TECHNICAL PROPOSAL

The technical proposal must be specific and complete. Legibility, clarity and coherence are very important. The proposal should not simply rephrase or restate the government’s requirements, but rather must provide convincing rationale to address how the offeror intends to meet these requirements. Offerors must assume the government has no prior knowledge of their capabilities, work processes, facilities, and experience. The government will base its evaluation on the information presented in the offeror’s proposal. Elaborate brochures or documentation binding, detailed artwork, or other embellishments are unnecessary and are not desired.

a. Technical Approach (Must not exceed 20 pages)

The offeror must submit a technical approach that demonstrates logical and feasible methods for meeting the requirements described in the PWS Tasks

4.4.1, 5.2 through 6.2 and meeting the performance objectives outlined within the solicitation.

The offeror must address in their technical approach how they will staff and perform construction inspection (CI) services in the Region (see PWS 1.6.2 Place of Performance).

The offeror must submit a project schedule that demonstrates a clear understanding of the required CI services and HUD requirements with realistic timeframes for performing all PWS tasks.

If the offeror is proposing subcontractors, teaming partners, the offeror must clearly identify what aspects of the work will be performed by the prime contractor and what aspects of the work will be performed by each subcontractor, teaming partner.

The offeror must submit a transition-in plan according to PWS Section 1.7.1, Transition-In. The offeror must submit an orderly transition-in plan of the work acceptance and accomplishment so that any impact to the program is minimized. The transition-in plan must include a description of the transition activities to be carried out by the offeror and a timeline for the implementation and completion of all transition-in activities.

b. Quality Control Plan (Must not exceed 10 pages)

The offeror must submit a Preliminary Quality Control Plan (QCP) according to PWS

4.4.1, Quality Control Plan. The QCP must address the requirements listed in the

Instructions of Offerors to ensure that all tasks are completed according to the performance standards listed in the solicitation. The offeror must submit an organizational chart that reflects the independence of the Quality Control function.

The QCP must be sufficiently detailed to provide the Contractor's methodology for identifying and recruiting qualified personnel. The QCP must provide the Contractor's methodology for resolving problems identified by the Government during reviews conducted in accordance with its Quality Assurance Surveillance Plan (QASP). The QCP must provide the Contractor's methodology for establishing an internal feedback system for support personnel, and for resolving problems identified by that feedback system.

The QCP must demonstrate and validate that the services or deliverables to be provided under the contract are completed with a level of quality that meets the minimum performance threshold established in the Government's QASP. The QCP must address

Quality Management Approach, Quality Assurance, Quality Control and Quality

Standards.

c. Management Plan (Must not exceed 30 pages)

The offeror must submit a Management Plan that is clear, concise, and demonstrates that it will result in meeting the objectives and requirements contained in the PWS tasks identified under the instructions for Technical

Approach.

The offeror must submit a Management Plan that details:

Key personnel and responsibilities;

Subcontracting and teaming arrangements and reporting relationships of all subcontractors and team members;

Successful communication and coordination between the contractor and the government personnel/roles;

Clear lines of authority from the top of the organization to all those working on the Construction Inspection Services Program;

Schedules of all tasks and subtasks, meetings, and deliverables;

Managing conflicts/multiple use of resources proposed to be used on multiple contracts or other contractor efforts.

d. Key Personnel (Must not exceed five pages)(Resume must not exceed two pages per person submitted. Letter of Commitment does not apply to page limitations)

The offeror must submit Key Personnel resumes that demonstrate sufficient relevant prior experience, qualifications, education and certifications for personnel proposed to fill key positions identified by the offeror. The Key Personnel proposed and number identified must reflect adequate capabilities or skill sets to ensure the outcome and benefits sought by the government are achievable. The offeror must state what percentage of the Key Personnel’s work week time will be dedicated to the performance of the contract. The offeror must submit letters of commitment for all Key Personnel.

Specific Key Personnel requirements are as follows:

Contract/Project Manager

Three years of recent (within the past six (6) years) satisfactory construction inspection experience related to the specific inspection tasks required by this contract. The inspection experience for the inspectors must be recent (within the past six (6) years).

The inspection experience does not have to be within the last 6 years; only the experience in managing and overseeing as indicated above. Satisfactory experience is defined as three years of recent multifamily construction inspection activities or five years of experience in a combination of multifamily, single family, and commercial construction inspections, with a minimum of one of those five years being multifamily.

Specific projects where multifamily experience was obtained will be listed with references who can confirm the experience.

Inspection experience must cover all activities and phases of a construction project, and not just a single activity or discipline. The experience shall demonstrate:

A record of performing acceptable construction and warranty inspections and related construction contract administration tasks as required by this contract.

The inspector’s knowledge of and familiarity with construction, construction inspection, and construction administration.

Knowledge of national building codes and standards, current standard construction methods and procedures, Federal Fair Housing Accessibility

Guidelines, and HUD regulations and handbook requirements to ensure compliance with it by the owner, builder and the supervisory architect. The complexity of some projects may mandate that they be assigned to an inspector whose background indicates the ability to perform those inspections.

Alternate Contract/Project Manager

Three years of recent (within the past six (6) years) satisfactory construction inspection experience related to the specific inspection tasks required by this contract. The inspection experience for the inspectors must be recent (within the past six (6) years).

The inspection experience does not have to be within the last 6 years; only the experience in managing and overseeing as indicated above. Satisfactory experience is defined as three years of recent multifamily construction inspection activities or five years of experience in a combination of multifamily, single family, and commercial construction inspections, with a minimum of one of those five years being multifamily.

Specific projects where multifamily experience was obtained will be listed with

Inspection experience must cover all activities and phases of a construction project, and not just a single activity or discipline. The experience shall demonstrate:

A record of performing acceptable construction and warranty inspections and related construction contract administration tasks as required by this contract.

The inspector’s knowledge of and familiarity with construction, construction inspection, and construction administration.

Knowledge of national building codes and standards, current standard construction methods and procedures, Federal Fair Housing Accessibility Guidelines, and HUD regulations and handbook requirements to ensure compliance with it by the owner, builder and the supervisory architect. The complexity of some projects may mandate that they be assigned to an inspector whose background indicates the ability to perform those inspections.

e. Staffing Plan (Must not exceed five pages)

The offeror must submit a staffing plan. The offeror must:

Provide a narrative description of the offeror’s approach for staffing the project.

This should include discussion of how the offeror will ensure that they are adequately staffed to start the performance within two weeks after award of the contract;

4. PART IV –PAST PERFORMANCE INFORMATION – Only references for same or similar type contracts are desired.

In evaluating Past Performance, HUD will address four components – recency, relevancy, quality, and sufficiency. This factor’s primary emphasis is to assess the past performance of the proposed prime contractor (or in the case of joint ventures or some other teaming arrangement, the primary member of the team) or that of substituted key personnel.

However, if significant subcontracting/use of other teaming arrangements is anticipated, the past performance history of the proposed subcontractors/other team members must also be evaluated.

All references will be first assessed for recency and HUD will consider only references performed within the three years immediately prior to submission of the proposal;

Of those determined to be recent, HUD will assess the degree of similarity in scope, value and magnitude the past performance efforts submitted have to the solicitation requirements to determine relevancy;

HUD will then assess relevant past performance efforts for quality;

HUD’s overall assessment will be based upon sufficiency of high quality past performance and risk of nonperformance.

The final rating under this factor will encompass the totality of the information provided, including completeness, relevancy, and the depth, breadth, and quality of only relevant past performance for the proposed prime contractor and proposed subcontractor/team members or substituted key personnel. The final rating will range from Excellent (High

Confidence) to Unacceptable (Low Confidence). Offerors that have addressed the factor and have no relevant past performance history by the prime, any subcontractors/team members, or substituted key personnel will be rated as Neutral (Unknown Confidence).

Offerors that fail to address the factor will be determined to have not complied with the solicitation requirements and will receive the lowest possible rating.

HUD is not restricted to evaluating the information provided by the offeror or the surveys provided by references and may utilize information obtained from any source. HUD will obtain additional information from the Government’s Past Performance Information

Retrieval System (PPIRS), if available.

(a) Past Performance Surveys: The government will evaluate the quality and extent of offeror’s performance deemed relevant to the requirements of this solicitation. The government will use this information submitted by the offeror and other sources such as other federal government offices and commercial sources to assess performance.

The evaluation of past performance information will take in account past performance information regarding predecessor companies, key personnel who have relevant experience, or subcontractors that will perform major or critical aspects of the requirement when such information is relevant to the instant acquisition.

The offeror must submit a completed chart providing the information required by the Past Performance Information chart in Attachment #11. The chart must reflect all relevant past performance contracts performed for federal agencies and commercial customers within the last three years. If the offeror has more than five (5) relevant past performance references, then the offeror must provide the most recent 5 references. Relevant contracts include services related to multifamily construction inspection services. As an attachment to the chart, the offeror must provide a narrative describing the past performance references that reflect the most relevance to the services being obtained under the contract to be awarded. The narrative must clearly state establish the relevancy of the past performance to the current requirements (Narratives must not exceed one page per reference).

If you’re proposing to enter into a subcontracting arrangement (or use joint ventures/partners, or other entities other than the prime contractor to perform) more than twenty percent of the contract value, you must submit a separate chart and narrative as to the arrangement, including any relevant past/present performance information on previous teaming arrangements with the same partner. If this is a first time joint effort each party to the arrangement, each party to the arrangement must provide a list of past and present relevant contracts.

The contractor must submit the survey (see Attachment #13) to each past performance reference (PPR) identified in the Past Performance Volume. In turn, the PPR must submit the completed survey to Gene H. Jackson at US

DHUD/OCPO, Chicago Contracting Operations Branch, Room 2517, Chicago IL, 60604, or email gene.h.jackson@hud.gov. When the PPR submits the survey by email, the subject line of the email shall read “FOUO\\INFO: Solicitation

DU205NC-15-R-xxxx – (Insert Company Name)/Past Performance Survey.

Evaluators shall send survey to the government no later than seven days after receipt of this questionnaire. The government will not accept questionnaires from the offeror being evaluated. HUD is requesting offerors to submit Past

Performance Information TWO WEEKS BEFORE THE DATE FOR RECEIPT OF

PROPOSALS. This will enable HUD to accelerate the evaluation process in order to meet and fulfill mission requirements. Non-compliance of the request will not deem an offeror as non-responsive, but receipt of an offeror’s past performance information after the exact time specified for receipt of proposals will render the entire proposal late. Offerors are not required to submit surveys for references where past performance information is available in the Past

Performance Information Retrieval Systems (PPIRS).

If past performance from the offering firm does not exist, the offeror may substitute past performance of key personnel that will be performing major aspects of the work under any resulting contract. If the offeror chooses to make such a substitution, the offeror must clearly identify the substituted key personnel by name and title proposed. Only the past performance of Key

Personnel overseeing the entirety of the proposed project will be considered in substitution for the firm’s past performance under this factor. The contractor must provide the survey (see Attachment #13) to each past performance reference with first-hand knowledge of the performance of the substituted Key

Personnel in sufficient tine for the reference to complete and submit the survey directly to the HUD contracting officer prior to the date and time of submission of proposals.

(b) Subcontractor Consent: Past performance information pertaining to a subcontractor cannot be disclosed to the prime offeror without the subcontractor’s consent. Provide with the proposal a letter from all subcontractors that will perform major or critical aspects of the requirement, consenting to the release of their past performance information to the prime contractor.

J. General Information

1. FEDERAL HOLIDAYS: The following federal legal holidays are observed by this installation:

New Year’s Day 1 January

Martin Luther King’s Birthday Third Monday in January

President’s Day Third Monday in January mailto:gene.h.jackson@hud.gov

Memorial Day Last Monday in May

Independence Day 4 July

Labor Day First Monday in September

Columbus Day Second Monday in October

Veteran’s Day 11 November

Thanksgiving Day Fourth Thursday in November

Christmas Day 25 December

2. The government is not responsible for any costs incurred or associated with preparation and submission of a proposal in response to this solicitation.

3. TEAMING/PARTNERING OFFERORS (Does not apply to page limitations): If the offeror is based on a teaming/partner relationship, the offeror must provide letters of commitment from all businesses they intend to team/subcontract with who will provide more than 10% of the total cost of labor during performance of the contract. All letters of commitment must include the following information:

(i) Reference the solicitation number;

(ii) Clearly state the commitment is for support as a subcontractor on any contract/order award;

(iii) Identify the work or professional service disciplines to be provided through subcontracting;

(iv) Identify the period covered by the commitment (e.g. contract base period and all options or other agreement);

(v) Identify any key personnel to provide support under the subcontract;

(vi) Provide a general description of the subcontractor’s capacity to support proposed task(s) with a specific statement regarding capacity limits;

(vii) Identify specific terms and conditions governing the commitment; and,

(viii) Reference any prior relationship with the offeror that will indicate the potential for successful performance.

The agreement must include information which identifies the responsibilities for each entity under this contract. The agreement must demonstrate the relationship between the firms and identify contractual relationships and authorities to bind each entity of the teaming/partnering relationship.

4. JOINT VENTURE AGREEMENTS (Does not apply to page limitations): If the offeror is a joint venture, the offeror must provide letters of commitment for all parties including a copy of the joint venture agreement with the proposal. Joint Ventures are allowable on competitive

8(a) set-asides, however, the joint venture must be received by the Small Business

Administration (SBA) prior…