Draft Evaluation Criteria 20NOV2025.docx
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- Solicitation number
- FA701426_FMF_FIAR
About this file
This document is a Draft Evaluation Criteria for a Department of the Air Force Financial Management Financial Improvement and Audit Remediation (FIAR) multiple award Blanket Purchase Agreement (BPA) solicitation. The government intends to award up to 5 BPAs on the GSA Multiple Award Schedule, focusing on audit remediation support for financial statements reporting and analysis for SAF/FM, AFMC/FM, and DSCA. The competitive acquisition will be conducted in two-step evaluation process: Step 1 validates Top Secret Facility Clearance and Technical Experience Matrix, with a minimum point score of 75 required, and Step 2 evaluates Small Business Participation Plan and Technical Approach through an oral presentation.
Key evaluation factors include a technical approach rating (Outstanding/Good/Acceptable/Unacceptable), compliance with a 35% small business goal, and pricing evaluation for GSA MAS labor category discounts. The prime contractor must perform at least 50% of work on awarded call orders, with subcontracting permitted. Pricing will be firm-fixed price with time and materials for travel. The Selection Authority will select BPA awardees based on technical experience points, TOP SECRET Facility Clearances, Small Business Participation Plan compliance, technical approach strengths, and fair and reasonable pricing. A virtual industry day is scheduled for 12 November 2025, and an evaluation criteria review will be held on 20 November 2025.
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FA701426XXXXX
DEPARTMENT OF THE AIR FORCE
Financial Management (FM) Financial Improvement and Audit Remediation (FIAR) Addendum to FAR 52.212-2 Evaluation – Commercial Items
ATTACHMENT 2
1.0 Basis for Contract Award
Award.
The Selection Authority (SA) shall award the Offeror(s) whose proposal(s) proceeded into Step 2, are compliant with SBPP and represent up to the five (5) highest technically rated Quotes.
This competitive selection will be conducted in accordance with Federal Acquisition Regulation (FAR) Part 8.4 Federal Supply Schedules and Part 12, Acquisition of Commercial Items, as supplemented by the Defense Federal Acquisition Regulation Supplement (DFARS), and the Department of the Air Force Federal Acquisition Regulation Supplement (DAFFARS). These regulations are available electronically at https://www.acquisition.gov/content/regulations.
This requirement is a competitive full and open acquisition with the creation of multiple award Blanket Purchase Agreements (BPAs) on the General Services Administration (GSA) Multiple Award Schedule (MAS) contract vehicle.
The Government intends to award up to 5 Blanket Purchase Agreements (BPAs) to the Offerors that are deemed compliant and responsible in accordance with the FAR, as supplemented, and whose proposal conforms to the solicitation requirements (to include all stated terms, conditions, representations, certifications), and all other information required by Addendum to FAR 52.212-1 – Instructions to Offerors – Commercial Item of this solicitation and is judged, based on the evaluation factors and subfactors. The Selection Authority (SA) shall select up to 5 (five) BPA awards to the offerors with the top 5 Technical Experience point scores with TOP SECRET Facility Clearances (FCL), that are compliant with the Small Business Participation Plan, and have a Technical Approach with the least number of weaknesses and fair, reasonable and balanced pricing. The Government reserves the right to award more or less than five (5) BPAs.
The Government will review the proposals for compliance. If a proposal is non-compliant it will not be further evaluated. While the Government evaluation process and the Selection Authority (SA) strive for maximum objectivity, the selection process, by its nature, is subjective; and therefore, professional judgment is implicit throughout the entire process.
Call orders issued from the awarded BPAs will be Firm Fixed Price (FFP) with Time & Material (T&M) for Travel.
The government will review the submitted offer for compliance with the minimum requirements detailed in Instructions to Offerors.
Evaluation Steps
Factor 1 - Technical Step 1a – Validate Top Secret Facility Clearance (Compliant/Noncompliant) Step 1b – Validate Technical Experience Matrix (minimum score required) Step 2:
| -Small Business Participation Plan (Compliant/Noncompliant) |
| -Technical Approach (Oral presentation) (Outstanding/Good/Acceptable/Unacceptable) |
Factor 2- Price
Relative Importance of Factors and Steps. Technical is more important than Price.
If any portion of Step 1a and Step 1b is deemed noncompliant, the Offeror will be deemed noncompliant, the Offeror will be notified via email and eliminated for consideration for award and will not move to Step 2
Factor 1 Step 1a – Facility Clearance – (Compliant/Noncompliant) Offerors shall possess a TOP SECRET Facility Clearance (FCL). The FCL shall be approved/issued by the Defense Security Service (DSS) and FCL must be posted in Defense Information Security System (DISS). A verifiable TOP SECRET FCL shall exist in DISS at time of proposal submission. The Government will validate the Offerors FCL based on the CAGE code provided on the completed DD254.
| Step 1a Rating |
| Description |
| Compliant |
| Proposal meets the requirements of the solicitation & has verifiable TS FCL. |
| Non-Compliant |
| Proposal does not meet the requirements of the solicitation & does not have verifiable TS FCL. |
Step 1b – Technical Experience Matrix– Minimum Point Score required
i. The Government will review each offeror’s submitted artifacts to validate their support of self-scoring on the Technical Experience Matrix. Scores shall be adjusted downward if not adequately substantiated.
ii. The Government will validate, through Offerors provided Point of Contact, the proposed experience examples, that have been performed within the last 3 years from issuance of this BPA Request for Proposal (RFP), that substantiate the self-scoring on the Technical Experience Matrix.
iii. Full reliance will be placed on the offeror propose point(s) of contact who are reachable & available.
In order to be eligible to move to Step 2 offerors shall be compliant with Step 1a and achieve a minimum point score of 75 for Step 1b - Technical Experience.
The Government will then proceed to Step 2 with Offerors who are eligible and represent the top five (5) technical experience points from Step 1b. If there are tied scores, the Government will proceed with offerors who have achieved a score that is one of the top five (5). Ratings from Step 1a and 1b are not carried into Step 2, they are used to determine eligibility to move into Step 2 only.
Step 2 – Technical Approach (Oral Presentation) (Outstanding/Good/Acceptable/Unacceptable)
The Government will rate the Offerors Technical Approach by assigning an overall rating of Outstanding/Good/Acceptable/Unacceptable.
The Government will evaluate those Offerors who proceed into Step 2. The Government will evaluate the Offerors oral presentation to assess the technical approach - of the DAF FIAR - methodology, knowledge transfer and proposed pricing is integrated and aligned with Audit Approach. Offerors shall present their process, including assessment, gap analysis, remediation, testing and documentation. Offerors shall align with DAF - audit roadmap and offeror potential improvements as well as innovative solutions incorporating improvements in efficiency and effectiveness. The Government will evaluate each Offerors’ oral presentation to ensure the solution and approach consider applicable regulations, BPA Scope of FIAR Tasks, stakeholder engagement, deliverables, and Audit Opinion Timelines.
The Government shall evaluate the realism and risks of all proposed assumptions. Realism that the proposed approach provides enough details to persuade the Government the solution can achieve the desired outcome. Measure of how economically resources/inputs (funds, expertise, time, equipment, etc.) are converted into results.
The Government shall evaluate Knowledge transfer to include how the Offeror ensures their staff has knowledge and skills needed to achieve and sustain a clean audit opinion.
The Government shall evaluate Offerors’ understanding - The extent to which the approach is consistent with the mission partners’ priorities.
The Government shall evaluate Offerors’ effectiveness - The extent to which the objectives can be achieved, or are expected to be achieved.
The Government shall evaluate Offerors sustainability - The ability of the government to sustain audit benefits and the continuation of those benefits after major assistance ceases.
Integration of price proposal into audit approach – Offers shall explain pricing approach from a technical perspective – providing information like license quantities required to implement the solution or savings from automation or any other information to support.
Ratings for Technical Approach
| Outstanding |
| Proposal demonstrates an exceptional approach and understanding of the requirements and contains multiple strengths and/or at least one significant strength and risk/weakness of unsuccessful performance is low |
| Good |
| Proposal indicates a thorough approach and understanding of the requirements and contains at least one strength or significant strength and risk/weakness of unsuccessful performance is low to moderate. |
| Acceptable |
| Proposal meets requirements and indicates an adequate approach and understanding of the requirements and risk/weakness of unsuccessful performance is low to moderate |
| Unacceptable |
| Proposed does not meet requirements of the solicitation and contains one or more deficiencies and is unawardable, and/or risk/weakness of performance is unacceptably high. |
Strength is an aspect of an offeror's proposal with merit or will exceed specified performance or capability requirements to the advantage of the Government during contract performance.
Risk/Weakness means a flaw in the proposal that increases the risk of unsuccessful contract performance. The consideration of risk assesses the degree to which an offeror’s proposed approach to achieving the technical factor may involve risk of disruption of schedule, increased cost or degradation of performance, the need for increased Government oversight, and the likelihood of unsuccessful contract performance.
Significant Strength is an aspect of an Offeror’s proposal with appreciable merit or will exceed specified performance or capability requirements to the considerable advantage of the Government during contract performance.
Step 2 – Small Business Participation Plan (SBPP) - Compliant/Noncompliant The Government will evaluate and perform a compliance review of the Small Business Participant Plan. The evaluation will determine the extent of the Offerors commitment, stated in the SBPP to use small business concerns, service-disabled veteran-owned small business concerns, HUBZone small business concerns, small-disadvantaged business concerns, women-owned small business concerns (as defined in the clause at FAR 52.219-8), and non-traditional small businesses as subcontractors on the BPA. For this requirement, subcontracts are permitted; however, a Prime Offeror shall be identified in the arrangement and upon award shall perform at least 50% of the work on all awarded call orders. Offerors shall explain its approach and methodology to perform 50% of each awarded call order. Offerors shall explain their plan to manage capacity and resources that will enable the Offeror to rapidly respond to the breadth of FIAR tasks through partnerships, methodologies, automation, etc. Offerors shall explain its plan to mitigate the risk to the Government associated with subcontracting consisting of several different entities to meet the scope of this requirement. Offerors shall explain their plan to manage and monitor its workforce (including subcontractors) at multiple locations at the same time while continuously meeting the Government’s high-level requirements.
Offerors shall include in the SBPP
1) How it will meet the small business goal of 35%
2) How it will utilize Small Business and Non-Traditional Small Businesses (NTSB)
3) The Government will evaluate the Offerors detailed plan to incorporate the use of NTSBs and its plan to assist the SBs and NTSBs to become Government contractors (SAM registration, RFP process, intricacies of Government contracting, applicable regulations, points of contact, etc.)
4) How it will allocate tasks to SBs and NTSBs
| Step 2 SBPP Rating |
| Description |
| Compliant |
| Proposal meets the requirements of the solicitation SBPP. |
| Non-Compliant |
| Proposal does not meet the requirements of the solicitation SBPP. |
Factor 2 Price – (Compliant/Noncompliant) Offerors will be evaluated as compliant if they propose a discount to the GSA MAS labor categories and labor rates that they will utilize throughout the performance period of the Financial Management FIAR BPAs. Offerors pricing will also be evaluated for fair & reasonable and balanced.
| Factor 2 Rating |
| Description |
| Compliant |
| Proposal offers discount to GSA MAS labor categories & rates required to perform throughout the FM FIAR BPA performance period. |
| Non-Compliant |
| Proposal did not offer GSA MAS labor category/labor rate discounts. |
Discussions.
The Government reserves the right to award without interchanges. However, the Government reserves the right to hold interchanges using Evaluation Notices (ENs) if, during evaluation it is determined to be in the best interest of the government. Therefore, offerors are advised to submit/present offers that are complete and clear without additional information.
Award.
The Selection Authority (SA) shall award the Offeror(s) whose proposal(s) proceeded into Step 2, are Compliant with SBPP and represent the up to five (5) highest technically rated
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