Industry Day Charts.pdf

CLASS Industry Day

FA8053-11-R-0002

14 December 2010

Hope Hotel and Conference Center

Dayton, Ohio http://www.google.com/imgres?imgurl=http://4.bp.blogspot.com/_ILTs9rFGX6Q/S6yPOrJvXoI/AAAAAAAAACA/MoE9eH8WoxI/s320/clasroom_cartoon.gif&imgrefurl=http://social-behaviour-beyond.blogspot.com/2010/03/florida-senate-bill-sb06-is-wrong-for.html&usg=__Z8PDZPgFRwQ5rzdN4At5DQmNVEU=&h=285&w=291&sz=21&hl=en&start=9&zoom=1&um=1&itbs=1&tbnid=1Zq2VqIg2EoYpM:&tbnh=113&tbnw=115&prev=/images?q=cartoon+pictures+of+classrooms&um=1&hl=en&tbs=isch:1

CLASS PROGRAM

Administrative Announcements

Food and Drink

Rest Rooms

One folder per company - Folders include:

Agenda

Copy of task order process

Copy of slides

Copy of draft Q&As (may not include Q&As submitted after 8 Dec)

Administrative Announcements #2

Questions

Possible after each briefing topic

Write all questions on 3x5 cards

Can also address question in microphone

Government may not be able to answer now

Written questions should be submitted by close of business 17 Dec 10

Slides, Q&As and Industry Day Attendee

List will be posted on FedBizOpps

Agenda

08:00 - 08:15 am: Opening Remarks

08:15 - 08:45 am: CLASS Overview

08:45 - 09:15 am: Acquisition Strategy Overview

09:15 - 09:30 am: Small Business Q&A

09:30 - 09:45 am: Break

09:45 - 10:30 am: Technical Proposal

10:30 - 11:15 am: Price Proposal

11:15 - 12:30 pm: Lunch (on your own)

12:30 - 1:15 pm: Past Performance Proposal

1:15 - 2:00 pm: Special Clauses

2:00 - 2:15 pm: Break

2:15 - 2:45 pm: Proposal Evaluation Process

2:45 - 3:00 pm: Contract Documentation

3:00 - 4:00 pm: Questions

Opening Remarks

COL Mario Troncoso – Commander, ESG

COL Gino Auteri – Vice Commander, AFMSA

Joe Mirrow – Deputy Director, AFMSCC

Darrell Hanf – Program Manager, AFMSCC

Anita Bailey – Contracting Officer, 773 ESS/PKJ

Ed Vorrasi – Contract Specialist, 773 ESS/PKJ

Luke Schultz – Price Analyst, 773 ESS/PKJ

Jay Olson – Contract Specialist, 773 ESS/PKJ

Integrity Service Excellence

Air Force Materiel Command

Enterprise Sourcing

Group

Mario Troncoso, Col.

Director, Enterprise

Sourcing Group

14 Dec 10

Overview

• ESG Background

• History

• Structure

• IAT Key Tenets

Background

• 71 installation level contracting offices and numerous

Field Operating Agencies (FOAs) are doing great work:

– Only able to provide tactical support to their customers

• This results in:

– Redundant procurement of similar goods and services

• Sometimes from the same vendors

– Inability to effectively strategically source requirements

– Inefficient use of contracting expertise

Business as Usual Can Not Continue…

AFMC Enterprise Sourcing Group is the Answer

Buying largely done by 5 Geographic-based

AFMC Regional Contracting Centers

Workload based on region, not MAJCOM spend

CONS still owned by MAJCOMs but cut in size by approx 65% and left with little buying role

Transfer of Function/Transfer of Work

(TOF/TOW) decision required – large movement of positions/personnel

Original Implementation Strategy Risk Mitigated Strategy

Stand up AFMC Installation Acquisition Ctr (IAC)

– Manages and executes AF-wide strategic sourcing

– Manages enterprise FOAs & Commodity Councils

– Enabled by a FY10 CONUS MAJCOM tax of 8%

No geographic regions, retain MAJCOM alignment

– MAJCOMs establish strategic sourcing capability

– MAJCOM/CCs retain ownership of their A7K & CONS

– Retain HQ Specialized & local buying missions

No TOF/TOW decision – small movement of vacant positions, not personnel

AFMC Centralized Strategic Sourcing

Responsibility and Execution Joint AFMC & MAJCOM Strategic Sourcing

Responsibility and Execution

MAJCOM (AETC)

Regional vs Approved Approach

IAC

SECAF Approved Approach

Stand up AFMC-aligned

Organization AFMC Enterprise Sourcing

Group (ESG)

Execute AF-wide

Strategic Sourcing

Manage enterprise Field

Operating Agencies

(FOAs) and Commodity

Councils

Small movement of vacant positions—not personnel

MAJCOMs establish strategic sourcing capability/retain

A7K and CONS Retain HQ Specialized & local buying missions

Enterprise Sourcing Group At a Glance

AFMC/CC (Command Authority)

AFMC/PK (Contracting Authority)

ESG/CC

Information

Technology

(ITCC)

Furnishings

Council

(FCC)

Force

Protection

(FPCC)

Civil

Engineering

(CECC)

Medical

Service

(MSCC)

Office

Supplies

(OSCC)

Advisory &

Assistance

(A&AS CC)

Comm.

Equip

(COMCC)

Education

& Training

(ETCC)

Base

Support

Services

(BSSCC)

Clothing

(CCC)

Equipment

Services

(ESCC)

772 ESS

(AFCEE Contracting)

Kelly USA

OL: (AFCESA

Contracting) Tyndall

773 ESS

(Medical Contracting)

Kelly USA

OL:

(DTIC Contracting)

Offutt

Contracting Units

Commodity Councils

In Operation

Forecasted

IAT Key Tenets

• Maintain Customer Relationships: Maintain and improve ability to support our customers

• Socio-Economic Focus: Maintain and strengthen focus on socio-economic program responsibilities

• Retain Contracting Experts at Every Installation:

Maintain a buying activity responsible for providing business advisory services and performing installation-specific contracting actions

• Maintain Robust Contingency Contracting Capability:

Ensure continued ability to meet contingency contracting commitments

• Ensure Force Development: Preserve leadership and professional development opportunities for military and civilian contracting professionals

• Transparency: Provide visibility to Congressional and key stakeholders

Opening Remarks

COL Gino Auteri – Vice Commander, AFMSA

AFMS Mission

The AFMS provides seamless health service support to the USAF and combatant commanders by:

Sustaining the performance, health & fitness of every

Airman. Optimizing human performance (sustainment and enhancement) for the warfighters.

Managing a worldwide healthcare system capable of responding to a full spectrum of requirements.

Providing an integrated healthcare system from forward deployed locations through definitive care.

Supporting USAF operations and theater aeromedical evacuation (AE) of joint and combined forces.

What is a Commodity Council?

A strategic purchasing unit

Cross-functional, integrated sourcing team

Programmatic approach to acquisitions

Approve buying strategy for goods and services

Commodity Councils:

Leverage buys to get best prices

Work strategically with vendors

Are similarly modeled throughout AF

Air Force Medical Service

Clinical Acquisition for Support Services

(CLASS)

Overview

Mr. Darrell Hanf

Program Manager

Purpose of Industry Day

To familiarize participants with the CLASS program (What the Government is thinking…)

To gain feedback (comments) on the CLASS program approach (What industry is thinking…)

Comments are welcomed and appreciated and are non-binding for any future proposals, teaming arrangements or Air Force requirements

To promote an understanding of the CLASS requirements

To promote discussion among participants

Notice

The CLASS Industry Day is being conducted as part of the program market research and is for information purposes only.

This should not be construed as a commitment by the Government.

Contractors will not be reimbursed for attendance

When the official RFP is issued, all information contained within the RFP supersedes this

Industry Day.

Who Registered?

• 79 Companies

• 131 People

• 60 Small Businesses

• 19 Large Businesses

Scope: What is CLASS?

(CLASS) is a personal services contract vehicle

Provides clinical services to beneficiaries at Air

Force Military Treatment Facilities (MTFs)

RFP References:

RFP Sec J, Atch 1, Potential MTF Locations

RFP Sec J, Atch 3, Clinical Service

Categories/Position Description Matrix

RFP Sec J, Atch 4, Position Descriptions

What is Personal Services?

Definition [FAR 37.104]:

―A personal services contract is characterized by the employer-employee relationship it creates between the Government and the contractor’s personnel.‖

Authority [DFARS 237.104(b)(ii)]:

May be used for:

Direct health care services

Provided in MTFs or logical extensions such as satellite clinics.

Clinical Service Categories

Allied Health Services

Ancillary Services

Behavioral Health Services

Dental Services

Nursing Services

Primary Care Providers

Specialty Providers

Technician Services

Where Are Services Provided?

Throughout the United States and Guam 64 Military Treatment Facilities (MTFs)

Logical extensions of MTFs (e.g., satellite clinic)

Section J, Attachment 2

Scope in a Nutshell

Eight broad clinical service categories

Multiple position descriptions under each clinical service category providing minimum requirements on:

Education

Experience

Certifications

Use of Addendums to add additional requirements (e.g., certifications, years of experience)

Clinical Service Categories-

Allied Health Services

Professional health care services provided by licensed professionals who assist with the treatment of patients

Labor Categories:

Physical Therapy, Occupational Therapy, Speech

Pathology, Audiology, Dietetics, Optometry, Respiratory

Therapy, and Podiatry.

Paragraph 2.1.1; Section J, Attachment 4

Ancillary Services

Relates to supplemental professional services provided in an MTF

Labor Categories: Radiology, Pharmacy, and Clinical Laboratory

Paragraph 2.1.2; Section J, Attachment 4

Behavioral Health Services

A branch of medicine that deals with the achievement and maintenance of psychological well-being

Labor Categories: Clinical Psychology, Psychiatry, Social Work, and Psychiatric

Practitioners

Paragraph 2.1.3; Section J, Attachment 4

Dental Services

Relates to the evaluation, diagnosis, prevention, and surgical or non-surgical treatment of disease, disorders and conditions of the mouth, maxillofacial area and the adjacent and associated structures

Labor Categories

Dentistry and dental support

Paragraph 2.1.4; Section J, Attachment 4

Nursing Services

Services provided by registered and/or licensed nursing personnel

Labor Categories:

Registered and advanced practice nurses as well as practical and vocational nurses

Paragraph 2.1.5; Section J, Attachment 4

Primary Care Providers

Relates to the level of care that encompasses routine care of individuals with common health problems or chronic illnesses

Labor Categories: Primary care practitioners and physician extenders

Paragraph 2.1.6; Section J, Attachment 4

Specialty Providers

Relates to a wide range of health care services in virtually every medical specialty and subspecialty

Paragraph 2.1.7; Section J, Attachment 4

Technician Services

Relates to the certified or registered health care workers who perform administrative and clinical tasks in carrying out the treatment plan

Labor Categories: Technologists, technicians, and assistants

Paragraph 2.1.8; Section J, Attachment 4

CLASS Process in a Nutshell

Task Order Competition Issue task order proposal request (TOPR)

Receive and Evaluate Proposals

Task Order Award Process (2-steps) Candidate Approval

Letter of Intent to Award (LOIA)

Candidate Approval

Award Task Order Award

Contractor Performance

Clinical Acquisition for Support

Services (CLASS)

Receive

Proposal

Send LOI to Award

Receive

Documentation?

Contractor

Performance

Award

Task Order Approve

Candidate?

Yes

No

Task Order Process

Re-validate

Evaluate

Candidate Approval Task Order Award

Yes

No

No

Task Order

Competition

TOPR

CLASS Process in a Nutshell

Task Order Process (2-steps) Letter of Intent to Award (LOIA)

Find, conduct preliminary screening, conduct initial background checks, and submit qualifying documentation

10 calendar days

Task Order Award Verify all minimum qualifications and submit credentials packages

Complete security packages on first duty day

Manage Workforce

• Teaming/Organization Structure

• Business Approach

• Recruitment of HCW

Find

Competency-based screening of preliminary Government minimum requirements for education, experience, certification, and licensure

Initial background checks

Submit qualifying documentation

• Contractor Level of Effort (Limitations on

Subcontracting)

Government

Approval

(Competency-based

Interview)

• Qualification of HCW

Verify qualifications against subsequent Government minimum requirements (e.g., health, immunizations, drug screen, complete background checks)

Complete and submit credentials paperwork

Compensation plan

• Placement of HCW

Place HCWs on-time

Complete security paperwork

Right fit

• Manage Workforce

Maintain 94% fill overall fill rate

Maintain HCW qualifications (e.g., education, certifications, licensure, health, and security)

Manage replacements

Manage substitutions

Retain HCWs

• Contract Compliance

• Resolve Performance Issues

Recruit Health Care Workers

Place Health Care Workers

Manage Workforce

Task

Order

Award

Letter of Intent to Award

Contractor Activities

We Want To Hear From You

Are labor categories aligned with the proper clinical service category?

Are the descriptions of the labor categories consistent with industry standards?

Are the levels of education and experience applicable to the labor categories consistent with industry standards?

(CLASS)

Acquisition Strategy

Ms. Anita Bailey

Contracting Officer

North American Industrial Classification

System (NAICS) Code: 621111, $10M

Office of Physicians

100% Small Business Set Aside

Personal services contract Contractor supplemented medical services at

Military Treatment Facilities (MTFs)

Four-year ordering period

Service Contract Act applicable to many positions

Tentative Milestones

Industry Day: 14 December 2010

Issue Notice of Contracting Action and RFP Est. 1st Qtr Calendar Year 2011

Proposals Due:

Approximately 30 days after RFP issue date

Requesting notification of intent to propose

Requesting Past Performance volume be provided 7 days before proposals are due

Contract Award: Est. Oct/Nov 2011

Debriefs: In accordance with FAR Parts

15.505 and 15.506

Acquisition Information

All RFP documents will be placed on the Federal Business Opportunities web site at: www.fbo.gov

Subscribe to e-mail notifications Obtain information notices when updates posted

Note: do not rely entirely on email notifications, as electronic distribution problems can occur

Address questions in writing via email to:

Ms. Anita Bailey, Contracting Officer at:

anita.bailey@wpafb.af.mil

Mr. Ed Vorrasi, Contract Specialist at:

edward.vorrasi@wpafb.af.mil http://www.fbo.gov/ mailto:anita.bailey@wpafb.af.mil mailto:edward.vorrasi@wpafb.af.mil

Contract Award

Source Selection Performance Price Trade-off (PPT)

Multiple Award Contracts:

Award multiple Indefinite Delivery Indefinite Quantity

Anticipate awarding approximately 10 contracts

Four-year ordering period $992M contract (program) ceiling

Minimum Guarantee: $5,000

Funded on initial task order for each contract at time of award

Covers Post Award Conference to review and clarify all contract requirements

Contract CLIN Structure

Contract Line Items (CLINs) Estimated at contract level with program total amount

Firm Fixed Price CLIN (labor rates) on individual task orders

Travel CLIN Must be approved by Government prior to travel

All travel must be in accordance with FAR 31.205-46

Task Order Awards

Evaluations

Performance Price Tradeoff (PPT)

Competition among all awardees in accordance with the Fair Opportunity Process

Most Task Orders will be issued by the Ordering Contracting Officers that provide support to the MTFs

Centralized Task Orders may be issued by the San Antonio contracting office

Small Business

Questions and Answers

Break

(15 minutes)

Preparing

Your CLASS

Program

Technical

Proposal

Mr. Ed Vorrasi

• Teaming/Organization Structure

• Business Approach

• Recruitment of HCW

Find

Competency-based screening of preliminary Government minimum requirements for education, experience, certification, and licensure

Initial background checks

Submit qualifying documentation

• Contractor Level of Effort (Limitations on

Subcontracting)

Government

Approval

(Competency-based

Interview)

• Qualification of HCW

Verify qualifications against subsequent Government minimum requirements (e.g., health, immunizations, drug screen, complete background checks)

Complete and submit credentials paperwork

Compensation plan

• Placement of HCW

Place HCWs on-time

Complete security paperwork

Right fit

• Manage Workforce

Maintain 94% fill overall fill rate

Maintain HCW qualifications (e.g., education, certifications, licensure, health, and security)

Manage replacements

Manage substitutions

Retain HCWs

• Contract Compliance

• Resolve Performance Issues

Business Plan Human Resources Management Plan

Performance Management Plan

Task Order

Award

Letter of Intent to Award Technical Capability

Documentation

References to the DRAFT RFP

Technical Requirements are found:

Section L Instructions, L5 Volume II - Technical Capability

Section L Instructions, Figure L-1 Technical Capability

Sub-factors

Section L Instructions, PL5.1 – Volume Organization

Section M Evaluation, M3.1 Technical Capability

Section M Evaluation, M4.1 Technical Capability Factor

Section J, Attachment 10, Contractor Team Organization

Section J, Attachment 4, Position Descriptions

Helpful Hints

This is a Performance Price Tradeoff

Technical is evaluated on a pass/fail basis

Cross teaming is not allowed prior to award

Use the ―Measure of Merit‖ criteria we have laid out for you in Section M

What you Provide to us

(Table L-1 Proposal Organization)

REF Volume VOLUME TITLE COPIES PAGE

LIMIT

L5 II Technical Capability

Tab 1 – Table of Contents

Tab 2 – Business Plan

Tab 2A – Contractor Team Organization

Tab 3 – Human Resources Management

Plan

Tab 3A – Attachment 9, Table B-2

STOPR

Tab 3B – Professional Compensation

Plan

Tab 4 – Performance Management Plan

Tab 5 – Proposal Cross Reference

Matrix

Tab 6 – Glossary of Abbreviations and

Acronyms

3 hardcopies and 1 CD:

(Original +

2 copies, and

Electronic

Version on

CD)

Technical Capability Ratings (Table M-1)

RATING DESCRIPTION

Acceptable

(Pass)

Meets all specified technical capability requirements necessary for acceptable contract performance

Reasonably

Susceptible of

Being Made

Acceptable

(Pass)

-Offeror’s proposal can meet the requirements with limited exchange(s) with the offeror.

-During the evaluation, omissions, uncertainties or clerical errors found to require clarification that can be resolved with minor revisions to proposal.

-The Government will consider, throughout the evaluation, the "correction potential" of proposals in relation to minor revisions.

-The judgment of a minor revision is within the sole discretion of the

Government.

-Proposals assigned this rating after clarifications will be considered unawardable (if the Government awards without discussions).

Unacceptable

(Fail)

Fails to meet one or more specified technical capability requirements.

Proposals with an unacceptable rating are considered not awardable.

If a proposal receives this rating after technical evaluation, the Government reserves the right to stop at this phase of the evaluation.

Technical Ratings - Additional

Detail Attention to each and every sub-factor is important

Subfactor ratings shall not be rolled up into an overall rating for the Technical Capability factor.

An ―Unacceptable‖ sub-factor assessment will render the proposal unawardable.

Any sub-factor that is rated ―Reasonably Susceptible of being made Acceptable‖ will result in the technical factor being rated as ―Reasonably Susceptible of being made Acceptable‖ which will require an Evaluation

Notice for further evaluation.

Failure to meet any technical requirement may result in an offer being determined technically unacceptable, resulting in removal from the competition

Factors and Sub-factors

Evaluators will use Section M Evaluation

Criteria to evaluate offeror’s proposal at the sub-factor level:

Subfactor 1: Business Plan

Subfactor 2: Human Resources Management

Plan

Subfactor 3: Performance Management Plan

What We are Looking For:

Business Plan

Teaming/Organization Structure (M4.2)

Completion of Attachment 10, L-1

Coverage of all AF MTFs

Coverage of all 8 clinical service categories

(Section J, Attachment 3)

Business Approach (M4.3)

Task order Participation Rate of > 85%

Prime Contractor in control and responsible for performance of all HCWs

Recruitment of Health Care Workers (HCWs)

(M4.3.1.1)

Find, prescreen, and submit qualifying documentation for HCW’s within time frame

Understand the requirement and the market

10 calendar day requirement following Letter of

Intent to Award (LOIA)

Submission of sample documentation for Sample

Task Order Proposal Request (Atch. 9, Table B-2)

Demonstrates candidates meet the minimum requirements

What we are Looking For:

Business Plan (Section M4.1.1)

Sample Task Order Proposal Request

Demonstrate sufficient qualifying documentation for HCWs in STOPR

How do they meet the preliminary Government minimum requirements for education, experience, certification, and licensure?

Credentialed

Non-credentialed

Attachment 9 Table B-2, Section L5.1.2.3.2

Business Plan

Limitations on Subcontracting (M4.3.1.2)

FAR 52.219-14 At least 50% of the cost of contract performance incurred for personnel is expended for the offeror’s employees

Monitor, control, and maintain the level of effort

Human Resource Management Plan

Qualification of Health Care Workers (M4.3.2.1)

Verify and validate candidate qualifications against

Government minimum requirements

Submit complete and accurate credentials packages when required NLT 30 calendar days before required start date

Total compensation plan setting forth salaries and fringe benefits proposed for incumbent professional employees

FAR 52.222-46

Professional employees as defined in 29 CFR

Human Resource Management Plan

Placement of Health Care Workers (M4.3.2.2)

Ability to place a fully qualified credentialed HCW within 60 calendar days for initial fills

Ability to place a fully qualified non-credentialed HCW within 30 calendar days for initial fills

HCW physically starts work at the place of performance Appointment with MTF Unit Security manager at the place of performance on their first duty day

HCW has all necessary paperwork/information to complete the security package

HCW stays in the position for a minimum of 180 consecutive calendar days

Right fit percentage

Performance Management Plan

Manage Workforce (M4.3.3.1)

HCW positions filled at any given time meet or exceed the

AQL (94%)

Maintain HCW’s qualifications

Immunizations, security, certification, licensure, credentials, and CME requirements updated prior to expiration date

All replacement and substitute HCWs filled within 30 calendar days

Retention plan that demonstrates how turnover will be at or below the AQL (25%)

Performance Management Plan

Contract Compliance (M4.3.3.2)

Track, monitor, and maintain an expenditure rate on task orders

Loss of obligated dollars due to vacancies caused by delays in initial, replacement, and substitution fills

Resolve Performance Issues (M4.3.3.3)

Review, track, monitor and respond to MTF and patient complaints

Satisfy Government concerns in a timely manner

We Want to Hear from You

Could the technical factors reasonably be addressed in your proposal in fewer than 40 pages?

If so, how many pages would be reasonable?

With the Letter of Intent to Award process, is 10 calendar days sufficient for recruiting?

CLASS Program

Price Volume

Mr. Luke Schultz

References to the DRAFT RFP

Pricing Requirements are found:

Section L Instructions, L6 Volume III – Price

Section M Evaluation, M3.2 Price

Section M Evaluation, M4.4 Price Factor

Section J, Attachment 8, Representative Task Order

What to Submit:

Section L Volume Volume Title and Contents Copies Page Limit

L6 III Price

Tab 1 – Table of Contents

Tab 2 – Attachment 8, Table B-1 RTO

Tab 3 – Exceptions and Assumptions

Tab 4 – Glossary of Abbreviations and

Acronyms

Hardcopies

(1 Original, 2 copies);

Electronic

Version

Use table and forms provided for Tab 2

Adequate price competition—cost or pricing data not required

Reasonableness and Balance

Additional information – only included if it is essential to document or support your price position

Tab 1 – Table of Contents

Specific to Volume III

Tab 2 – Attachment 8 Representative Task Order (RTO)

Pricing Table will be used by the Price Evaluation Team

Offeror’s must complete the table

RTO represents known task order requirements

May award some, all or none of the requirements based upon FFP provided in the Pricing Table

The fully burdened hourly rates will only be used for the RTO – 30 Jun 2012

Follow instructions carefully to complete the Pricing Table

Provide fully burdened hourly rates only for yellow high-lighted cells (Section C and Section J, Attachment 4 – Position Descriptions)

Consider all locations, experience/education levels, etc.

Hours: duty, overage, on-call

National Escalation Rate for contract years 2, 3, and 4

Any attempt to reformat or remove cells is not authorized

Base Position Description - Title

(Attachment 4) Qty

(FTE)

Number of Duty Hours

Fully Burdened

Hourly Duty Rate

Overage Hours

Fully Burdened

Hourly Overage

Rate

On-Call Hours

Fully Burdened

Hourly On-Call

Rate

6 Clinical Nurse 2 3,840

Clinical Nurse - Utilization Management 1 1,920

6 Dental Assistant 2 3,520

6 Dentist 3 5,640 10 720

6 Family Practice Physician 1 1,880

HAWC Health and Fitness Specialist 1 1,920

Health Promotion Dietitian 2 3,760

Additional MTF Requirements (Addendum)

On-Call Requirements

Health Care Worker

Required Start Date

Work Schedule CHBC (Y/N) Mission

Essential (Y/N)

Total Cost Year 1

N TBD 0730-1630 N N $0.00

N TBD 0730-1630 N N $0.00

N TBD 0700-1600 N N $0.00

Y TBD 0700-1600 N Y $0.00

N TBD 0730-1630 N N $0.00

N TBD 0730-1630 N N $0.00

N TBD 0730-1630 N N $0.00

Escalated Hourly Rate Year 2

Escalated Overage Rate Year 2

Escalated OC Rate Year 2

Total Cost Year 2

$0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00

Use of a national escalation rate TBD

National Escalation Rate Index

In de x Year 2 Year 3 Year 4

0.00% 0.00% 0.00%

Tab 3 – Exceptions/Assumptions and

Rationale

Identify any exceptions and provide complete rationale for each

Identify any assumptions and provide complete rationale for each

Tab 4 – Abbreviations & Acronyms

Include a glossary of abbreviations and acronyms

Price Analysis – Evaluation Basics

The Total Evaluated Price (TEP) will form the evaluation price basis TEP = the total summation of the proposed prices from

Attachment 8

Rank all technically acceptable proposals by price

Reasonableness - i.e., not too high For a price to be reasonable, it shall represent a price to the

Government that a prudent person would pay when consideration is given to prices in the market. FAR 15.404 and 15.405

Adequate price competition

Balance with respect to prices Unbalanced pricing exists when, despite an acceptable TEP, the price of one or more items is significantly overstated or understated as indicated by the application of price analysis techniques.

Allocation of RTO Requirements

The PMO will determine the allocation of RTO requirements among awardees

Ensure no one Contractor becomes overwhelmed by the amount of initial work

Centralized versus de-centralized task orders

Base-level Contracting Offices may award all, some, or none of the RTO requirements (decentralized)

Sample Allocation Table

Contractor 1 Contractor 2 Contractor 3 Contractor 4 Contractor 5 Contractor 6 AVERAGE

Altus $220K $300K $410K $290K $221K $340K $297K

Beale $10M $9M $10.5M $7M $8M $9.5M $9M

Dover $6M $5M $4M $8M $5.5M $7.5M $6M

Keesler 1 $8.5M $7.5M $6M $5.5M $8M $9M $7.4M

Keesler 2 $6M $5.5M $4M $6.5M $7M $8M $6.2M

Minot $3M $2M $3M $4M $3.5M $2.5M $3.3M

Nellis 1 $9M $11M $10M $9.5M $8M $10.5M $9.6M

Nellis 2 $8M $8.5M $9M $10M $7.5M $11M $9M

Travis $10M $8.5M $9M $11M $8M $9.5M $9.3M

Approximate Value: $60,097,000

Estimated Allocation: $10,016,000

We want to hear from you

Is Attachment 8 – RTO, price entry instructions clear?

What is industry’s opinion of a national escalation rate?

Does this allow sufficient pricing flexibility?

What other information should be added to the Representative Task Order (Attachment 8) to assure the Government that an offeror is able to accurately price and fill the clinical positions identified in the table?

Are the instructions for the allocation of RTO requirements clear? Comments?

Is it clear how the Total Evaluated Price (TEP) is calculated and evaluated?

Lunch

(Will reconvene promptly at 12:30 pm) http://etc.usf.edu/clipart/19000/19031/fork_19031.htm

Preparing Your

Past Performance

Volume

Mr. Darrell Hanf

Program Manager, AFMS

Early Submission Date

We are requesting each offeror submit the past performance volume seven (7) calendar days prior to the date set for receipt of proposals to allow us to track past performance questionnaires.

Past Performance Volume must be submitted by date set in the RFP

Past Performance Documents

Past Performance Requirements are found in:

Section J: Attachments 10-13

Section L: Table L-1, Proposal Organization

Section L: Section 7.0

Section M: Section M.5

Helpful Hints

If performance not RECENT, it will not be evaluated

Number and type of past performance submittals must cover clinical service categories (Table M-4) and locations (Attachment 1)

Past performance submittals work must reflect work of contractor team (Attachment 10, L-1 Contractor Team Organization)

May need to submit organizational change history if business names have changed

Send Attachment to Attachment 11, L-2 Past Performance Questionnaires as soon as possible so performance can be assessed by references

What you provide (Section L, Table L-1)

REF Volume VOLUME TITLE COPIES PAGE

LIMIT

L7 IV Past Performance

Tab 1 – Table of Contents

Tab 2 - Reference 1

Tab 2 – Reference 2

Tab 3 – Reference 3

Tab 4 – Reference 4

Tab 5 – Reference 5

Tabs 6-8 (additional references)

Tab 9 – Organizational Change

Tab 10 - Glossary & Acronyms

(1 Orig. +

2 copies):

Electronic

Version

Use

PPI tool

A complete Reference consists of:

Past Performance Information from PPI tool

L-3 Subcontractor/Teaming Partner Consent letter (Attachment 12), if required

L-4 Client Authorization Letter (Attachment 13), if required

What we do with it (Section M, Table M-2 )

Evaluators will use Section M Evaluation Criteria to evaluate Offeror’s proposal at the factor level:

PERFORMANCE CONFIDENCE ASSESSMENTS

SUBSTANTIAL

CONFIDENCE

Based on the offeror’s performance record, the Government has a high expectation that the offeror will successfully perform the required effort.

SATISFACTORY

CONFIDENCE

Based on the offeror’s performance record, the Government has an expectation that the offeror will successfully perform the required effort.

LIMITED CONFIDENCE

Based on the offeror’s performance record, the Government has a low expectation that the offeror will successfully perform the required effort.

NO

CONFIDENCE

Based on the offeror’s performance record, the Government has no expectation that the offeror will be able to successfully perform the required effort.

UNKNOWN CONFIDENCE No performance record is identifiable or the offeror’s performance record is so sparse that no confidence assessment rating can be reasonably assigned.

Recency and Relevancy

Recency – Performance during the past 3 years

Relevancy – An in-depth evaluation to determine how closely the services performed under the referenced contract match the CLASS solicitation

References on the same contract or different option periods on the same multiple award contract will count as one past performance reference

Minimum 5 current contracts with 3 with the offeror as the prime contractor and 1 from each teaming or subcontractors. If more than 5 partners, include references from the subcontractors with the highest anticipated percentage of work

Maximum of 8 references

Specific requirements for Mentor Protégé’s and Joint Ventures

Relevancy (cont)

Relevancy is determined by:

Dollar amount of work

How many clinical service categories are performed

Where the work was performed (i.e., # of states)

For whom the work was performed (i.e., DOD, DVA, Other)

Applies to EACH reference provided

Relevancy (Table M-3 )

HIGHLY

RELEVANT

Past performance effort involved in recruiting, qualifying, managing, and retaining

HCWs with appropriate knowledge, skills, and abilities required to support:

•Task orders or contracts that are greater than $2M annually, and

•Provides staffing in three or more clinical service categories, and

•Performs services for DoD medical services (Air Force, Army, Navy, TMA) in 15 or more states

RELEVANT Past performance effort involved in recruiting, qualifying, managing, and retaining

HCWs with appropriate knowledge, skills, and abilities required to support:

•Task orders or contracts greater than $1M annually, and

•Provides staffing in at least two clinical service categories, and

•Performs services for DoD or other Federal agencies in seven or more states.

SOMEWHAT

RELEVANT

Past performance effort involved in recruiting, qualifying, managing, and retaining

HCWs with appropriate knowledge, skills, and abilities required to support:

•Task orders or contracts greater than $500K annually, and

•Provides staffing in at least one clinical service category, and

•Performs services in five or more states

NOT

RELEVANT

Past performance effort involved recruiting, qualifying, managing, and retaining HCWs with appropriate knowledge, skills, and abilities required to support:

•Task orders or contracts less than $500K annually, and

•Provides none of the clinical service categories, and

•Performs services in less than 3 states

Performance Ratings

Offerors send in PPI printout from PPI tool, Attachment 12 (if required) and Attachment 13 (if required) with Past Performance volume.

Document WHY performance is RELEVANT!

Offerors send Attachment 11 (L-2 PPQ) to references

L-2 , PPQ aligns with technical and price components

References send questionnaire directly to Govt.

Determines performance rating for each reference

Offerors given a chance to comment on any ratings lower than satisfactory and any negative comments

Final Step

Overall confidence ratings assigned by looking across all references

Evaluation may include other information not submitted by the offeror (e.g., PIPRS, CPAR reports and discussions with other agencies)

Must meet recency and relevancy criteria

We want to hear from you

Are 5 minimum, 8 maximum references enough to accurately evaluate performance?

Do the relevancy definitions accurately reflect the scope, magnitude & complexity of this requirement?

Special Clauses

Mr. Darrell Hanf

Program Manager, AFMS

Review of ―Special‖ Clauses

Task orders (Initial, representative, and subsequent)

Alleviate non-compete issues for AFMS

Establish a ―Watch List‖ process

Develop blind benchmark report

Establish minimum thresholds for managing performance (e.g., replacements and substitution)

Use of contractor status report

Establish HCW rates

Special Clauses

Section H (H.1 to H.26)

Task Order Contract

Representative Task Orders

Subsequent Task Orders

Use of Government Affiliated Personnel

HIPAA

Contractor Employee Status

Liability Insurance

Non-compete clause

Confidentiality of Information

Wage Determinations and adjustments

Centralized task orders

Replacement of HCW

Substitution of HCW

Contractor watch list

Blind benchmark report

Maximum compensation

Monthly activity report

Medical malpractice

Performance measures

Contractor performance status report

HCW average rate

H.1 – Task Order Contract

All contract winners get a trip to … OHIO!

Initial post-award meeting at WPAFB to go over contract with your implementation team

$5,000 guaranteed minimum

H.2 Representative Task Order

Allocation of representative task order (RTO) requirements

Minimize risk to one contractor

Letter of Intent to Award (LOIA) from base CO

Via email

Qualifying documentation due 10 calendar days from LOIA issue date

H.3 Subsequent Task Orders

Decentralized/Centralized ordering

Task Order Proposal Request (TOPR) process

Via email

Proposals due 10 calendar days from TOPR request date

Relative importance of evaluation factors in each

TOPR

Past performance

FFP

H.9 Use of Non-Compete Clauses

Non-compete clauses are prohibited beyond the period of performance indicated in the task order

Protects the contractor and the Government

H.19 Contractor Watch List

Based on not meeting one or more acceptable quality levels (AQL) on Services Summary.

Requires monthly meetings with Government designed to improve performance.

Telephonic or in-person

Contractor will assess performance, develop corrective action plan, review processes, and estimate compliance date.

Required until AQL is met.

H.20 Blind Benchmark

Report

Designed to improve performance (i.e., the ―Avis‖ affect)

Focuses on 8 critical performance objectives

Provided to all contractors on a monthly basis

Does not identify contractors (i.e., Blind)

Based on AQLs (i.e., Benchmark)

H.24 Performance Measures

Overall fill rate

Initial on-time fill rate

Replacement on-time fill rate

Turnover percentage

―Right-fit‖ percentage

TOPR participation rate

Burn rate percentage

LOIA percentage

MTF and patient complaint resolution percentage

Level of effort percentage

Security percentage

Credentials submission percentage

Substitution percentage

HCW qualification renewal percentage

“Right-Fit‖ Measure

Measures the number of health care workers departing within the first 180 calendar days of performance over a reporting period

94% remain in initial position for a minimum of 180 calendar days

Requires sound pre-screening processes

Burn Rate Measure

Measures the dollars associated with lost hours from gaps in on-time fill and turnovers over a reporting period

> 90% of obligated dollars expended

Uses average hourly rates for credentialed and non-credentialed HCWs (Section H.26)

Level of Effort Percentage

Measures the dollars expended for employees of the Prime contractor over a reporting period

At least 50% of dollars expended for Prime Contractor

FAR 52.219-14, Limitations on Subcontracting

H.26 HCW Average Rate

Average hourly rates for each type of health care worker

Government may update during the life of the contract

We Want To Hear From

You

Are performance measures well defined?

Is the use of a blind benchmark report useful?

Break

(15 minutes)

Air Force Medical Service Clinical

Acquisition for Support Services

(CLASS)

Proposal Evaluation Process

CLASS Program Industry Day

Ms. Anita Bailey

Contracting Officer

Proposal Submission

Section L – Instructions to Offerors

General Instructions:

Elaborate formats, bindings, or color presentations are not desired

Follow page limitations—additional pages will not be read or evaluated

Does not include table of contents, list of tables, figures, tabs, dividers, or forms

Page size and format

Page=1 face of a sheet of paper containing information (2-sided counts as 2)

8 ½‖ x 11‖ except for fold-outs which may not exceed 11‖ x 17‖

Microsoft Word, Times New Roman; not less than 12 pitch, tables, charts, graphs and figures no smaller than 10.

Tracking, kerning, and leading values shall use default values

At least 1 inch margins on the top and bottom and ¾-inch on sides

Pages shall be numbered sequentially by volume

Tables, charts, graphs and figures shall be used wherever practical to depict organizations, systems and layout, implementation schedules, etc.

Foldout pages shall fold entirely within the volume and foldout so they can be evaluated without removal from the proposal binder

For large tables, charts, graphs, diagrams, schematics--not for text pages

Proposal Evaluation Process

Best Value: Performance Price Tradeoff Source Selection

Consists of three factors

Factor 1 – Technical Acceptability Pass/Fail rating at the factor level

Ratings: Acceptable (Pass), Reasonably Susceptible of Being Made Acceptable (Pass), Unacceptable (Fail)

Any subfactor rated unacceptable will result in the overall technical acceptability factor being rated unacceptable

Subfactors: Business Plan, Human Resources Management Plan, Performance Management Plan

Proposal Evaluation Process

Overview (cont’d)

Factor 2 – Past Performance At least 5 recent/relevant contracts but no more than 8

Receive rating at factor level:

Substantial, Satisfactory, Limited, No, Unknown

Confidence

Factor 3 – Price Complete, Reasonable & Balanced

Tradeoffs may be made between past performance and price

Past Performance will be evaluated as significantly more important than Price

Evaluation

Initial Evaluation Evaluators analyze proposals against evaluation factors from solicitation using Section M

Focus on technical acceptability (omissions, uncertainty or clerical errors), performance confidence and price

Proposals evaluated against RFP, not other proposals

Award without discussions (if necessary)

Competitive Range Determination (if utilized) Limit number of contractors in Competitive Range

Includes the most highly rated proposals evaluated as acceptable and reasonably susceptible of being made acceptable

Discussions Negotiations with offerors in the competitive range

Resolve Evaluation Notices for:

Adverse past performance information not previously known to offeror

Omissions, uncertainties or clerical errors

Other aspects to enhance award potential

Final Proposal Revision Offerors are requested to submit final proposal revision incorporating all discussion changes

Offeror will submit final pricing

Evaluators review the final proposal revisions focusing on changes to original proposal

Evaluation

Clinical Acquisition for

Support Services (CLASS)

Program

Contract Documentation

Mr. Jay Olson

Contract Documentation

Section L is the key!

Table L- 1, p. 104

SECTION L

PARAGRAPH

NUMBER

VOL VOLUME TITLE COPIES

PAGE

LIMIT

L8 V Contract Documentation and Executive

Summary

Tab 1 – Table of Contents

Tab 2 – SF33 and all Amendments

Tab 3 – Contract Administration Data

Tab 4 – Representations and Certifications

Tab 5 – Exception to Solicitation

Requirements

Tab 6 – Letter of Credit

3 Hardcopies

(1 Original, 2 copies);

Electronic

Version

None

Tab 1 – Table of Contents

Includes a table of topics and subparagraphs in this volume

For all sections of this volume, electronic copy prevails in event of discrepancy (note: original paper copy will prevail if electronic copy is unreadable by the Government)

CODE

(Hour)

PAGE(S)

until local time

A

X B

C

D

EX

X

G

F 22 - 36

37 - 38

H 39

RATING PAGE OF PAGES

7. ISSUED BY

(Date)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

Previous Edition is Unusable 33-134 STANDARD FORM 33 (REV. 9-97)

Prescribed by GSA

FAR (48 CFR) 53.214(c)

1 39

(If other than Item 7)

15A. NAME 16. NAME AND TITLE OF PERSON AUTHORIZED TO

AND

ADDRESS

SIGN OFFER (Type or print)

OF

OFFEROR

AMENDMENT NO. DATE

15B. TELEPHONE NO (Include area code) 17. SIGNATURE15C. CHECK IF REMITTANCE ADDRESS

IS DIFFERENT FROM ABOVE - ENTER

SUCH ADDRESS IN SCHEDULE.

18. OFFER DATE

1. THIS CONTRACT IS A RATED ORDER

UNDER DPAS (15 CFR 700)

2. CONTRACT NO.

FA8053 8. ADDRESS OFFER TO

See Item 7

9. Sealed offers in original and copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if handcarried, in the depository located in

CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR INFORMATION

CALL:

A. NAME (NO COLLECT CALLS)

11. TABLE OF CONTENTS

SOLICITATION/ CONTRACT FORM

SUPPLIES OR SERVICES AND PRICES/ COSTS

2 - 3

X I CONTRACT CLAUSES

DESCRIPTION/ SPECS./ WORK STATEMENT

PACKAGING AND MARKING

J LIST OF ATTACHMENTS

INSPECTION AND ACCEPTANCE

DELIVERIES OR PERFORMANCE

X K

REPRESENTATIONS, CERTIFICATIONS AND

OTHER STATEMENTS OF OFFERORS

CONTRACT ADMINISTRATION DATA X

SPECIAL CONTRACT REQUIREMENTS

OFFER (Must be fully completed by offeror)

X M

L INSTRS., CONDS., AND NOTICES TO OFFERORS

EVALUATION FACTORS FOR AWARD

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52.232-8)

14. ACKNOWLEDGMENT OF AMENDMENTS

(The offeror acknowledges receipt of amendments

AMENDMENT NO. DATE

to the SOLICITATION for offerors and related documents numbered and dated):

FACILITY

12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days (60 calendar days unless a different period

SOLICITATION, OFFER AND AWARD

X

(X) SEC. DESCRIPTION (X) SEC. DESCRIPTION PAGE(S)

PART I - THE SCHEDULE

26. NAME OF CONTRACTING OFFICER (Type or print) 27. UNITED STATES OF AMERICA 28. AWARD DATE

EMAIL:TEL: (Signature of Contracting Officer)

CODE CODE

B. TELEPHONE (Include area code) C. E-MAIL ADDRESS

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

10 U.S.C. 2304(c)( ) 41 U.S.C. 253(c)( ) (4 copies unless otherwise specified)

23. SUBMIT INVOICES TO ADDRESS SHOWN IN ITEM

24. ADMINISTERED BY (If other than Item 7) CODE 25. PAYMENT WILL BE MADE BY CODE

PART IV - REPRESENTATIO NS AND INSTRUCTIO NS

PART III - LIST O F DO CUMENTS, EXHIBITS AND O THER ATTACHMENTS

6 - 21

PART II - CO NTRACT CLAUSES

773 ESS/PKJ - ESG MEDICAL OL, WPAFB

POC: ANITA BAILEY

2776 C SUITE 200

BLDG 6 AREA B

WRIGHT-PATTERSON AFB OH 45433-7401

937-656-0319

937-656-0919FAX:

TEL:

FAX:

TEL:

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

SOLICITATION

6. REQUISITION/PURCHASE NO.5. DATE ISSUED4. TYPE OF SOLICITATION

SEALED BID (IFB)

NEGOTIATED (RFP)

[ X ]

3. SOLICITATION NO.

FA8053-11-R-0002

Tab 2 – SF33 and ALL

Amendments

SF33, complete Block 12, proposal acceptance period, must be at least 120 days

Block 13, discount for prompt payment, if applicable

Block 14, acknowledgement of amendments to solicitation

Blocks 15,16,17,18, company info, authorized signature, offer date

Tab 2 – SF33 and ALL

Amendments

“Original” copy should be clearly marked under a separate cover

“Original” copy should have no punched holes

Only space for 4 solicitation amendments on SF33 SF30 if more amendments needed

Tab 3 – Contract Administration Data

Section G, remittance address, if different than mailing address

Mailing address must be correct for timely payment

Tab 4 – Representations and

Certifications

Sections I through K are key. Section K must be returned in its entirety

Only include those pages that require a fill-in with your proposal for Sections D through I

Note FAR 52.204-8, annual representations and certifications, must be completed electronically via the Online Representations and Certifications Application (ORCA) website at http://orca.bpn.gov

Ensure the representations and certifications currently posted electronically have been entered or updated within the last 12 months, are current, accurate, complete, and applicable to this solicitation (including the business size standard applicable to the NAICS code referenced for this solicitation), as of the date of offer http://orca.bpn.gov/

Tab 4 – Representations and Certifications

Listing of authorized personnel:

POC regarding decisions with respect to your proposal and who can obligate your company contractually

Individuals authorized to negotiate with the Government

Information on CEO, Division President, and/or Vice President of the company for notification purposes

Information needed for all performance locations:

Company/Division Address

Phone, Email, etc

CAGE code; DUNS code; TIN

Mentor-Protégé Agreements and Joint Venture (JV) Certs

SBA must receive JV certification documentation prior to proposal due date and approve before contract award (L8.1.4.3, p. 116)

Tab 5 – Exceptions to Solicitation

Requirements

Offerors are required to meet all solicitation requirements, terms and conditions, reps and certs, and technical requirements

Offerors must clearly identify any exception to the solicitation terms and conditions and provide complete accompanying rationale

Fully explain impact on the performance, schedule, cost, and specific requirements of the solicitation

Provided in the format and content of Table L- 3

Solicitation

Document

Page/

Paragraph

Requirement/

Portion Rationale

PWS, SPEC,

Representative Task

Order, Sample Task Order, ITO

Applicable Page and Paragraph

Numbers

Identify the requirement or portion to which exception is taken

Describe why the requirement will/will not be met

Tab 6 – Letter of Credit

Required to demonstrate financial responsibility

Purpose is to ensure offeror can cover start-up expenses for this acquisition

Shall be issued by a bank or other financial institution and not contingent on award of the solicitation

Minimum credit line = $2 mil

Basic contract requirement: Pass/Fail determination (L8.1.6, p. 116)

Review of

Questions