Attachment 9 Addendum to 52.212-1 - Updated 13 Jan 21.pdf

THIS SECTION IS FOR SOLICITATION PURPOSES ONLY. THIS SECTION WILL BE

PHYSICALLY REMOVED FROM ANY RESULTANT AWARD, BUT WILL BE DEEMED

INCORPORATED BY REFERENCE.

Addendum to 52.212-1 INSTRUCTIONS TO OFFERORS—COMMERCIAL ITEMS

1. Objective The resulting contract from this acquisition will be an Indefinite Delivery Indefinite Quantity (IDIQ) Contract. The Government will utilize tradeoff source selection procedures to conduct a 100% 8(a) certified small business set-aside competition.

2. Government Point of Contact

The Government individuals listed below are the primary and alternate points of contact for this acquisition. Address all questions or concerns to both individuals. Written requests for clarifications may be sent to both individuals via email. The Government points of contacts are as follows:

Primary Alternate Roxanne Elfering Jeremy Dedmon roxanne.elfering@us.af.mil jeremy.dedmon@us.af.mil

3. Formal Communications

Offerors who determine the requirements of this solicitation require clarification(s) in order to enable submittal of a responsive proposal are requested to send all questions clearly stated with specific page, section, paragraph in writing by the date specified in the solicitation. Questions should include sufficient detail to enable the Government to respond without requesting further clarification. These questions shall be directed sent via email Roxanne Elfering to roxanne.elfering@us.af.mil and Jeremy Dedmon, jeremy.dedmon@jeremy.dedmon@us.mil answers will be compiled and posted electronically to the beta.sam website:

https://www.beta.sam.gov

4. Funding Information

The maximum ceiling value is $45 million over a five (5) year ordering period. This contract is an IDIQ ordering vehicle only and does not guarantee that any funds above the minimum obligation amount stated in the solicitation. Funds are not presently available for this effort. No task orders will be awarded under this solicitation until funds are available. The Government reserves the right to cancel this solicitation, either before or after the closing date. In the event the Government cancels this solicitation, the Government has no obligation to reimburse an offeror for any costs.

5. General Instructions

To assure timely and equitable evaluation of the proposal, the offeror must follow the instructions contained herein. The proposal must be complete, self-sufficient, and respond directly to the requirements of this solicitation.

5.1. General Guidance

This section provides general guidance for preparing proposals as well as specific instructions on the format and content of the proposal. Offeror’s are required to meet all solicitation requirements, including terms and conditions, representations and certifications, and technical requirements, in addition to those items identified as evaluation factors. Offeror’s must clearly identify any exception to the solicitation terms and conditions and provide complete accompanying rationale.

The proposal shall be clear, concise, and shall include sufficient detail for effective evaluation and for substantiating the validity of stated claims. The proposal should not simply rephrase or restate the Government’s requirements, but rather, shall provide convincing rationale to address how the offeror intends to meet these requirements. Offerors shall assume that the Government has no prior knowledge of their facilities and capabilities and will base the evaluations on the information presented in the offeror’s proposal.

Elaborate brochures or documentation, binding, detailed art work, or other embellishments are unnecessary and are not desired or required.

The offeror shall establish the acceptance period for a minimum of 120 calendar days after the proposal due date specified in the solicitation. The offeror shall make a clear statement in the proposal that the proposal is valid through this date.

In accordance with FAR Subpart 4.8 (Government Contract Files), the Government will retain one copy of all unsuccessful proposals. Unless the offeror requests otherwise, the Government will destroy all other copies of unsuccessful proposals. No destruction certificate will be issued to the offeror.

All references to attachments in this instruction refers to attachments to the solicitation posted on beta.sam.gov. This instruction has no stand-alone attachments.

5.2. Attachments

The following documents will be referred to throughout Addendum to 52.212-1 Instructions to Offerors-Commercial Items and Addendum to 52.212-2 Evaluation-Commercial Items by their title. Each document is attached to the solicitation that is posted on beta.sam.gov for offerors to access.

Title Solicitation Attachment Number Performance Work Statement #1 Position Descriptions #2 Wage Determination No.2015-5473 Rev.10 #3 GS Equivalent Rates-Hourly #4 Position Description Pricing Worksheet #5 Baseline Task Order Pricing Sheet #6 Business Associate Agreement #7 Past Performance Questionnaire #8

5.3. Format for proposal Part I-IV

The offeror shall prepare the proposal in accordance with Table 1 – Proposal Order and Organization.

Proposals shall be sectioned into four (4) separate parts with dividers and marked accordingly; Part I - Executive Summary, Part II – Past Performance, Part III – Price, and Part IV- Contract Documentation.

Table 1 – Proposal Order and Organization

Paragraph Number

Part Part Title and Contents Copies Page Limit

6. I Executive Summary

Cover Page – Company Name / Logo / Contact Information / Solicitation Number Tab 1 – Master Table of Contents Tab 2 – Narrative Summary Tab 3 – Glossary of Abbreviations and Acronyms

4 Hardcopies (1 original, 3 redacted copies) 1 Electronic Copy (PDF Format)

6 pages

7. II Past Performance

Tab 1 – Table of Content Tab 2 – Past Performance Information Tab 2a – Past Performance Narratives Tab 2b – Past Performance Questionnaires

4 Hardcopies (1 original, 3 redacted copies) 1 Electronic Copy (PDF Format)

30 pages

8. III Price

Tab 1 – Table of Contents Tab 2 –Position Description Pricing Worksheet Tab 3 – Baseline Order Pricing Sheet Tab 4 – Professional Compensation Plan

4 Hardcopies (1 original, 3 redacted copies) 1 Electronic Copy (PDF Format)

No Limit

9. IV Contract Documentation

Tab 1 – Table of Content Tab 2 – Standard Form 1449 Tab 3 – Representations and Certifications Tab 4 – Any Exceptions to Solicitation Requirements Tab 5 – Additional Offeror Information (i.e. Teaming /subcontracting documentation)

4 Hardcopies (1 original, 3 redacted copies) 1 Electronic Copy (PDF Format)

No limit

5.4. Page and Format

The page limitations established shall be treated as maximums. Pages exceeding the limitation set for in Table 1 – Proposal Order and Organization will not be read or evaluated and will be removed from the proposal. Each page shall be counted towards the maximum limit except the following: Cover page, Table of Contents, Tabs, Glossaries, Dividers, Blank pages, and Past Performance Questionnaires.

The proposals pages will be 8 ½” x 11”, except for charts, tables, or diagrams, which may not exceed 11” x 17”. A page is defined as one face of a sheet of paper (white or ivory in color) containing information and each face will be counted as one page. This includes all appendices, charts, graphs, diagrams, tables, photographs, etc. Typed data shall not be less than 12 points using Microsoft Word, Times New Roman font. Pages shall be numbered sequentially by using Part and Page (e.g., Part I, Page 1).

5.5. Pricing Information

Pricing information shall only be addressed in the Price Proposal, Part III.

5.6. Table of Contents

Each part should contain a table of contents to outline the subparagraphs within that part. Tabs shall be used as breaks between each section.

5.7. Glossary of Abbreviations and Acronyms

Part I shall contain a glossary of all abbreviations and acronyms for the entire proposal that explains each abbreviation and acronym.

5.8. Binding and Labeling

Each copy of the four (4) hardcopies for each part of the proposal shall be bound separately in a three-ring, loose leaf binder allowing each part to lie flat when opened. Staples shall not be used. A cover sheet shall be used in each binder, clearly marked with the part, title, copy number, solicitation number, and the offeror’s name.

Three (3) of the hard copies shall be completely redacted copies to be used for evaluation purposes. A completely redacted copy ensures that no information that can be used to identify the contractor is visible on the proposal. Contractor identifying information is any information that can be used to affirm the identity of the offeror. This includes but is not limited to company name (to include partners, teaming companies, and subcontractors), company address, company logo, company DUNS or CAGE Code, or company personnel. Additionally, no watermarks shall be included on the redacted copies. Failure to properly redact three (3) copies of the proposal may result in a proposal being considered unacceptable due to non-conformance to the solicitation.

The unredacted copy of the proposal shall be clearly marked as the “Original”.

5.9. Marking of Contractor Proposal

Each hardcopy of the proposal shall be marked appropriately in accordance with FAR 52.215-1(e), Restriction on Disclosure and Use of Data, and FAR 3.104-4, Disclosure, Protection, and Marking of Contractor Bid and Proposal Information and Source Selection Information.

5.10. Electronic Proposals

Proposals submitted electronically ONLY will not be considered. A Compact Disc with an unredacted electronic version of the proposal shall accompany the four (4) hardcopy proposals.

5.11. Proposal Submission

The hard copy original proposal, three (3) redacted copies, and Compact Disc as specified in this document shall be mailed or hand carried to the issuing office listed in Block 9 of Standard Form (SF) 1449 on or before the deadline specified in Block 8 of SF 1449. Please mark all packages as follows:

DO NOT OPEN IN MAIL ROOM

355th Contracting Squadron/PKB ATTN: Roxanne Elfering Solicitation No. FA487721R0001, Clinical Healthcare Services 3180 S. Craycroft Road Davis-Monthan AFB, AZ 85707-3522

The sealed envelope or package used to submit your proposal must show the time and date specified for receipt, the Solicitation Number, and the name and address of the offeror. Offerors are cautioned that this is a secure facility, so appropriate arrangements are required to gain access to the facility with enough time to meet the proposal deadline. The United States Air Force has visitor control procedures requiring individuals not affiliated with the installation to obtain a visitor pass prior to entrance. DELAY SHOULD BE ANTICIPATED WHEN HAND CARRYING PROPOSALS. Offerors should allow sufficient time to obtain a visitor pass and arrive at the 355th Contracting Squadron PRIOR to deadline. Offerors are cautioned to strictly comply with all instructions within this solicitation to ensure submission of a complete proposal. Failure to furnish a complete proposal at the time of proposal submission may result in the proposal being unacceptable. It is recommended to confirm receipt of your proposal.

5.12. Debriefings

The Contracting Officer will promptly notify offerors of any decision to exclude them from the competitive range so the offeror may request and receive a debriefing in accordance with FAR

15.505. Offerors excluded from the competitive range, or determined to be “Unacceptable” during the evaluation process, may request a pre-award debriefing or they may choose to wait after the source selection decision to request a post-award debriefing. Offerors are entitled to no more than one (1) briefing.

5.13. Discrepancies

If an offeror believes the requirement in these instructions contain an error, omission, or are otherwise unsound, the offeror must immediately notify the Contracting Officer in writing with supporting rationale as well as the remedies the offeror is asking the Contracting Officer to consider. The Government reserves the right to award this effort based on the initial proposal, without discussion.

5.14. Electronic Reference Documents

All referenced documents for this solicitation are available on the beta.SAM website at http://www.

beta.sam.gov . Potential offerors are encouraged to subscribe for real-time e-mail notifications when information has been posted to the website for this solicitation.

5.15. Oral Presentations

Oral presentation will not be considered for this requirement.

5.16. Competitive Range Determination

A competitive range is not anticipated for this requirement. In the event that discussions are held, a competitive range determination will be made in accordance with Addendum to 52.212-2, Evaluation-Commercial Items.

6. Part I – Executive Summary

The executive summary part shall consist of the following:

6.1. Cover Page

Titled with the solicitation number and Clinical Healthcare Services. Include the offeror’s name, logo, and contact information.

6.2. Master Table of Contents (Tab 1)

Include a master table of contents for the entire proposal.

6.3 Narrative Summary (Tab 2)

The offeror should provide a narrative summary that is concise, providing information on any key or unique feature, excluding price. The narrative should also address any significant risks. The material presented in the narrative summary shall not be considered for meeting the requirements for other required parts of the proposal.

6.4. Glossary of Abbreviations and Acronyms (Tab 3)

Include a glossary of ALL abbreviations and acronyms used throughout the entire proposal.

7. Part II Past Performance

Each offeror shall submit past performance that contains recent and relevant past performance information. Past performance information is required on the prime offeror. All teaming partners, subcontractors, and joint venture partners who are proposed to perform on this requirement may be used to establish past performance.

7.1. Subcontractor Consent

Past performance information pertaining to any teaming partner or subcontractor cannot be disclosed to the primary offeror without the subcontractor’s consent. Provide with the proposal a letter from all teaming partners or subcontractors that will perform major or critical aspects of the requirement, consenting to the release of their past performance information to the prime contractor. The offeror shall also provide a commercial customer authorization letter, which allows release of information to the Government. Past performance information pertaining to a teaming partner or subcontractor cannot be disclosed without the subcontractor’s consent.

7.2. Table of Contents (Tab 1)

Include a table of contents for this part.

7.3. Past Performance Information (Tab 2)

7.3.1. Past Performance Factors

The following are the five factors that all past performance submitted will be evaluated against.

7.3.1.1. Management Effectiveness

Management effectiveness refers to the effectiveness of the contractors’ management team. This includes providing experienced and qualified supervisors and managers for contractor employees.

7.3.1.2. Quality of Service and Workmanship

Quality of service and workmanship refers to the quality of contractor personnel employed under the contract to include retaining quality employees. Additionally, this would cover the willingness of the contractor to ensure that services are exceptional without direction from the Government.

7.3.1.3. Manpower Efficiencies

Manpower efficiencies refers to the contractor ability to provide staff on time throughout the entire contracts. This also refers to the contractors’ ability to terminate an underperforming employee with minimal disruption to the other staff. Lastly, this section is where the ability to manage a large workforce should be captured.

7.3.1.4. Quality Control

Quality control indicates that how the contractor planned for quality control and fully utilized that plan to control the quality of service. This section should detail any adverse performance that was identified and how the contractor correct the adverse action and ensured it was not repeated.

7.3.1.5. Customer Satisfaction

Customer satisfaction refers to maintaining a professional relationship between the contractor and organizations. It should cover how the contractor worked to resolve any patient complaints.

7.3.2. Past Performance Narrative (Tab 2a)

The offeror shall provide a narrative of at least one (1) but not more than five (5) of the recent and relevant contracts performed for Federal, State, Local Government and private industry. Only references for relevant contracts are desired. Furnish the following information for each contract listed:

- Company/Division name

- Services

- Contracting Agency/Customer

- Contract Number or comparable identifier

- Contract Dollar Value and period of performance

- Verified, current name, address, email address, & telephone number for each company point of contact and reference.

- A narrative detailing how the performance supported the five factors of past performance listed in 7.3.1.

Note: Do not leave any of the above information blank. If not applicable please state, “Not Applicable”. If the information is available through CPARS the offeror can advise of contract number.

The government will evaluate the quality and extent of offeror's performance deemed recent and relevant to the requirements of this solicitation. Provide any information currently available (letters, metrics, customer surveys, independent surveys, etc.) which demonstrate customer satisfaction with overall job performance and quality of service for relevant past efforts/contracts (similar in scope and magnitude of effort and complexities that this solicitation requires). In addition, explain corrective actions taken in the past, if any, for substandard performance and any current performance problems such as cost overruns, extended performance periods, customer complaints, etc.

7.3.3. Past Performance Questionnaires (Tab 2b)

The offeror is responsible for sending the past performance questionnaire to their recent and relevant reference(s), with instructions to email the completed questionnaire to the Contracting Office. The offeror is to have no more than five (5) past performance questionnaires submitted to

355th Contracting Squadron by their references. Only five (5) past performance questionnaires will be considered. Therefore, if more than five (5) questionnaires are received the government will only use the first five (5) received. The questionnaire shall be sent directly by the rater via e-mail to 355th Contracting Squadron, Roxanne Elfering, roxanne.elfering@us.af.mil and Jeremy Dedmon, jeremy.dedmon@us.af.mil. Any questionnaires provided to the Contracting Squadron, directly from an offeror, will not be considered.

Questionnaires are due to the Contracting Office by the established offer due date and time in Block 8 on the Standard Form 1449. Instruction are also printed on the first page of the past performance questionnaire.

7.3.3.1 Past Performance Questionnaire Early Submission

The offeror is encouraged to have the past performance questionnaires submitted five (5) calendar days prior to the established offer due date in Block 8 on the Standard Form 1449.

7.3.3.2. Past Performance Questionnaire References

The offeror should provide the list of references requested by the offeror to provide a past performance questionnaire. This list will aid the government in obtaining any questionnaires not submitted. However, it is solely the offerors responsibility to ensure references receive, complete, and return the questionnaire on time. The evaluation of past performance information will take into 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 acquisition.

7.3.4. Recent Past Performance

The offeror shall submit past performance that is recent. To be recent, the current effort must be ongoing for at least six (6) months and must have been performed during the past five (5) years from the date of issuance of this solicitation. Any past performance information submitted that does not meet this condition will not be evaluated.

7.3.5. Relevant Past Performance

The offeror shall submit past performance that is relevant. To be relevant, the performance information provided must resemble the scope, magnitude and complexity of this solicitation. The offeror’s submissions shall be recent and demonstrate the ability to perform the proposed effort.

The offeror’s proposing past performance as the Prime Contractor will be weighted more heavily than past performance as a subcontractor. Any past performance information submitted that does not meet relevancy will not be evaluated. To be considered relevant the past performance must show that the performance was for at least three (3) separate medical disciplines with one of them being a credentialed discipline.

7.3.6. Content Aspects

The offeror is responsible for explaining past performance recency and relevancy submissions to requirement and how the efforts relate. This includes management efforts to correct and improve any performance problems.

8. Part III Price

The purpose of this section is to ensure the offeror understands the Government will evaluate on the total evaluated price. Compliance with these requirements is mandatory and failure to comply may result in rejection of the proposal. The pricing information provided in the offer shall be complete. Complete means that the offeror proposed a Firm-Fixed Price for ALL applicable item numbers on the Position Description Pricing Worksheet for all Ordering Periods.

The offeror shall only submit price information as instructed, unless the offeror considers it essential to document or support price position. All information pertaining to the proposed price, including all worksheets and supporting documentation must be included in the section of the proposal designated as the Price part. The offeror’s name, logo, or any other identifiable reference to the offeror shall be provided ONLY on the cover page (6.1.). All quotes SHALL include price per position. UNDER NO CIRCUMSTANCES SHALL PRICE INFORMATION AND

DOCUMENTATION BE INCLUDED ELSEWHERE IN THE PROPOSAL.

8.1. Contract Pricing

The official contract pricing shall be the pricing submitted on the Position Description Pricing Worksheet. The contractor shall completely fill out this pricing sheet with the fully burdened unit price for each position. A fully burdened rate is defined as full hourly cost to employ a worker for the hours actually worked, including but not limited to salary, applicable taxes, benefits, overhead, and G&A. The Position Description Pricing Worksheet of the successful offeror will be attached to a resulting contract as the official price list. Pricing shall be completed on the Position Description Pricing Worksheet in its entirety for consideration for award.

8.2. Total Evaluated Price

The total evaluated price will be based on the Baseline Task Order Pricing Sheet. Please follow the instructions on the Baseline Task Order Pricing Sheet. The total evaluated price will be utilized to determine the order of evaluations in accordance with Addendum to 52.212-2, Evaluation Commercial Items, section 4.

8.3. Professional Compensation Plan

The offeror shall submit a professional compensation plan IAW FAR 52.222-46 that ensures uninterrupted services of incumbent healthcare workers from prior contracts.

8.4. Price Proposal Information Reasonableness

In accordance with FAR 15.403-1(b) and 15.403.3(a), information other than pricing data may be required to support price reasonableness. If, after receipt of proposals, the Contracting Officer determines there is insufficient information available to determine price reasonableness and none of the exceptions in FAR 15.403-1 apply, the offeror shall be required to submit pricing data.

8.5. Price Rounding

All dollar amounts provided shall be in United States currency in whole dollars and whole cents rounded to the nearest penny.

8.6. Price Organization

8.6.1. Table of Contents (Tab 1)

Include a table of contents for this part.

8.6.2. Position Description Pricing Worksheet (Tab 2)

8.6.3. Baseline Order Pricing Sheet (Tab 3)

8.6.4. Professional Compensation Plan (Tab 4)

9. Part IV Contract Documentation

Offeror’s shall provide the following information and items listed in this part which are required by the solicitation.

9.1. Table of Contents (Tab 1) Include a table of contents for this part.

9.2. Standard Form 1449 (Tab 2)

The offeror shall complete blocks 30a, 30b, and 30c of the Standard Form 1449. In doing so, the offeror accepts all contract terms and conditions as written in the solicitation and all amendments.

The solicitation once awarded constitutes the contract.

9.3. Representations and Certifications (Tab 3)

Complete Representation and Certification in SAM at beta.SAM.gov or complete the necessary fill-ins and certification as required by the solicitation. If the Representation and certification are completed in SAM please provide a brief statement to that fact. If offeror is filling in the Representation and Certification required in the solicitation please provide the filled in versions in this section.

9.4. Any Exceptions to Solicitation Requirements (Tab 4)

Offerors must clearly identify any exceptions to the solicitation terms and conditions and provide complete accompanying rationale. Each exception shall be tied to a specific paragraph or specific part of the solicitation to which the exception is being taken. Explain the impact of the exception fully in terms of performance, schedule, cost, and any other requirement of the solicitation.

9.5. Additional Offeror Information (Tab 5)

9.5.1. Authorized Individuals to Negotiate and Sign on Behalf of Contractor

Provide the name, title, email address, and telephone number of the offeror point of contact regarding decisions made with respect to the offeror’s proposal. The offeror shall provide the names, titles, email addresses, and telephone numbers for individuals authorized to negotiate on behalf of the offeror.

9.5.2. Offeror Name, Address, Identifying Codes, and Applicable Designations

The offeror should provide the company name, street address, county and facility code; CAGE code;

DUNS; TIN; and Small Business designations.

9.5.3. Teaming /subcontracting documentation

Offeror shall provide details of the arrangement including work retained by the prime contractor.

The documentation shall also include details on how the prime contractor will ensure that all requirements for the 8(a) program will be maintained. If the documentation indicates that the Offeror will not maintain the requirements dictated by the 8(a) program, the offeror’s proposal will be determined unacceptable.

9.6. Proposal Reimbursement

The Government will not provide reimbursement to offeror’s for ANY proposal costs.