17R0019_Attachment_A_-_Instructions_to_Offerors.pdf

Department of Education, Federal Student Aid (FSA)

INSTRUCTIONS TO OFFERORS

(Attachment A)

Please follow the Instructions below in preparing your response:

Individual Proposal:

The Offeror shall submit a technical proposal that must, at a minimum:

1. Provide a detailed description of your proposal methodology and process to include how the training will be conducted (e.g., scope, tasks, and deliverables).

2. Provide what type(s) of resources and the expertise needed to complete training i.e. key personnel.

Past Performance:

Show successful and consistent Risk Management training for a minimum of two (2) but maximum of three (3) Federal agencies over the previous calendar year.

Offeror is to submit two (2) names of contacts and contact information for Past Performance – No written Past Performance will be accepted. Submit Past Performance Questionnaire, Attachment D.

Page Limitation:

An Offeror’s technical proposal may not exceed 10 pages total. In the event that the page limitation stated herein is exceeded, the Government reserves the right to evaluate only the first number of pages, up to the page limit; or what the Government deems to be the equivalent of the first number of pages up to the page limit.

Price Quote:

Offerors should provide a price quote for a firm-fixed price, GSA Schedule delivery order award with a Period of Performance within one year of award date, which details any possible discounted prices included to accomplish the requirements represented in the SOW, see Attachment B.

Evaluation Criteria:

The following constitutes the evaluation factors on which an Offeror will be selected at a minimum should discuss in the technical proposal.

Proposals will be evaluated for merit based on the following factors:

1. Requirement is set-aside for small business; offeror must be a HUBZone, small business concern.

2. Past Performance/Past Experience - The Government shall evaluate for relevance and client satisfaction as they relate to the Department’s stated business need. Offerors shall complete and submit a minimum of two (2)/maximum of three (3) references, each three

(3) pages. References shall note offerors experience in current risk management practices.

3. Technical Approach - The Government shall evaluate the robustness, completeness, applicability, and repeatability of the Offeror’s training methodology; thoroughness of the its understanding of the government’s requirement; completeness of its risk assessment, and its comprehensiveness and applicability of the Offeror’s subject matter expertise (functional and technical) to the successful execution of the services outlined in the SOW.

4. Key Personnel – The key personnel shall demonstrate ability to designate qualified and experienced resources that have a record for successful performance, quality delivery of service, and timely execution of system deployment/implementation projects. These individuals must also have experience addressing current risk management best practices and OMB A-123 requirements.

5. Price - The proposed shall be evaluated to determine if the estimates are realistic for the work to be performed and reflect a clear understanding of the requirements. Preferably, the price should ensure savings relative to purchasing like, separate training for each staff member.

Technical/Key Personnel and Past Performance are of equal importance. Price is slightly less important than Technical and Past Performance combined. Basis of decision to award will be made on best value.

Submission of Quotes:

Quotes will be submitted using the following method only:

Electronic mail (e-mail): E-mail should be sent to Tracy Pope, Contracting Officer at tracy.pope@ed.gov and copy LaWanda King at lawanda.king@ed.gov. All offers should be mailto:tracy.pope@ed.gov mailto:lawanda.king@ed.gov included as attachments formatted using PDF format with a duplicate copy compatible with Microsoft Word.

Questions/Clarifications:

All questions regarding this project must be directed to Tracy Pope, Contracting Officer, at tracy.pope@ed.gov only via email. All questions must include:

• Firm’s name and address

• Reference to the specific project requirement needing clarification

• Contact person’s name, telephone number and fax number

FSA will share questions received and answers provided with all firms.

Sincerely, Tracy Pope Contracting Officer Address: Union Center Plaza, 830 First Street NE, 91E1, Washington, DC 20202 Phone: 202-377-3325 Email: Tracy.Pope@ed.gov

LaWanda King Contract Specialist (Secondary Point of Contact) Address: Union Center Plaza, 830 First Street NE, 91E1, Washington, DC 20202 Phone: 202-377-4448 Email: Lawanda.King@ed.gov

Enclosures:

Attachment A – Instruction to Offeror Attachment B - Pricing Attachment C - Statement of Work Attachment D - Additional Terms and Conditions Attachment E - Past Performance Questionnaire mailto:tracy.pope@ed.gov mailto:Tracy.Pope@ed.gov mailto:Lawanda.King@ed.gov