13 - Summary of Offer and Checklist

Transportation Delivery and Relocation Solutions (TDRS) Solicitation FBGT-GG-050001-B (Refresh #21)

SUMMARY OF OFFER

Offeror shall complete this form and submit with its proposal.

Offeror’s Name (include a “Doing Business As” (DBA), if applicable):

|_| (Check here if company does not have a website)

DUNS Number:____________________ Tax Identification Number (TIN):____________________

Please check the appropriate NAICS Code(s) below:

|_| NAICS 488991

Please indicate company’s primary NAICS Code for preponderance of work: _____________

Business Size (check all that apply):

|_| Service-Disabled Veteran-Owned Small Business

Each Authorized Negotiator’s Name, Title, Phone Number and Email Address:

1. Primary Negotiator:______________________________________________________________________

2. Alternate Negotiator______________________________________________________________________

Contact for Contract Administration Name, Title, Phone Number and Email Address:

Contract Administrator________________________________________________________________________

Contact for Industrial Funding Fee (IFF) Name, Title, Phone Number and Email Address:

IFF POC: ___________________________________________________________________________________

Special Item Number(s) (SINs) Offered (check all that apply):

|_| SIN 411 1 Ground Transportation Services

|_| SIN 451 99 New Services

What are the offeror’s total projected annual sales to the Government under each SIN for the contract base period (excluding optional contract renewals)?

(SIN#)

(SIN#)

(SIN#)

(SIN#)

(SIN#)

(SIN#)

(SIN#)

(SIN#)

Scope of Contract (552.238-78 Alternate 1) Select the following:

|_| Contractor will provide domestic and overseas delivery (Refer to clause I-FSS-108, Clauses for Overseas Coverage) |_| Contractor will provide overseas delivery only (Refer to clause I-FSS-108, Clauses for Overseas Coverage) |_| Contractor will provide domestic delivery only |_| Domestic Delivery includes Hawaii |_| Domestic Delivery includes Puerto Rico |_| Domestic Delivery includes Alaska

Information Regarding Responsibility Matters (February 2012) FAR 52.209-7 The offeror |_| has |_| does not have current active Federal contracts and grants with total value greater than $10,000,000.

Contractor’s Remittance (Payment) Address (May 2003) 552.232-82 Payment Address

1. Security Clearances:

2. Employment Eligibility Verification As per the FAR, Clause 52.222-54 Employment Eligibility Verification (July 2012), Federal contractors and subcontractors are required to begin using the U.S Citizenship and Immigration Services E-Verify system to verify their employees’ eligibility to legally work in the United States:

|_| Yes |_| No

3. An adequate and auditable labor hour recording and invoicing system will be required for all awardees accepting labor-hour or time-and-materials task orders. Awardees must possess such a system at the time of award. This accounting system will be subject to review and examination by the Government as appropriate. Please identify below the accounting system used by your firm and state if it meets these requirements:

Offeror’s Accounting System (Identify Brand):

Capable of meeting requirements noted above: Yes |_| No |_|

4. Government wide Commercial Purchase Card:

Clause 552.232-79, Payment by Credit Card, requires all contractors to accept the Government-wide Commercial Purchase Card for purchases at or below the micro-purchase threshold. Please indicate if you will accept the government credit card for purchases above the micro-purchase threshold: Yes |_| No |_|

5. Disaster Recovery Purchasing Participation:

See clauses 552.238-78 Alternate I, SCOPE OF CONTRACT (ELIGIBLE ORDERING ACTIVITIES), and 552.238-80, USE OF FEDERAL SUPPLY SCHEDULE CONTRACTS BY CERTAIN ENTITIES—RECOVERY PURCHASING.

6. Offeror’s Estimated Aggregate Sales under this solicitation per contract year (U.S. dollars) if an award is made: $_______ NOTE 1: Include rationale for the estimate.

NOTE 2: This estimate must match the aggregate of estimated sales per SIN proposed on the Commercial Sales Practices Format (CSP) you have submitted.

7. GSA’s Pricing Goal.

|_|Offeror acknowledges that all prices submitted are fully burdened rates inclusive of all cost factors (e.g., direct costs, indirect costs, G&A, profit, and IFF).

|_| The offered rates include a 0.75% Industrial Funding Fee (IFF) and the offeror has read and acknowledges the requirements of clause 552.238-74, Industrial Funding Fee and Sales Reporting.

8. Economic Price Adjustment (Not applicable to SIN 653-9 Long-term Lodging applicants) Offerors must select only ONE method (A, B, or C) below to apply to a resultant contract:

|_| A. Offerors with Established Catalog Prices: Commercial Items (as defined in FAR 2.101) with Established Catalog Prices: For proposed pricing based on commercial catalog pricing, Offeror has submitted a copy of its established commercial catalog (published and dated), internal business memorandum, pricing guide or rate card and indicate the applicable SIN for which products/services are being offered to the government. Commercial catalog pricing proposed under this procurement shall be submitted for the initial year only. The initial year pricing will be the base line of the five-year contract. Future price increases are subject to the Economic Price Adjustment Clause 552.216-70 (Alternate I-Sep 1999).

|_| B. Offerors without Established Catalog Prices: Commercial Items (as defined in FAR 2.101) For proposed pricing with no established catalog pricelist, internal business memorandum, pricing guide or rate card, Offerors must provide documentation on how they arrived at the proposed price. The Offeror shall provide documentation to substantiate proposed pricing (e.g., agreements with corporate customers, internal policies, market prices, quote sheets, invoices, cost build-up, etc.). The pricing documentation shall assure that pricing and price related terms and conditions are clear. Commercial pricing without established catalog prices can propose pricing based on an economic price adjustment clause I-FSS-969 or a market indicator, which is described below:

|_| (1) Adjustments based on escalation rates negotiated prior to contract award. Offeror requests that economic price adjustments under a resultant contract will be tied to clause I-FSS-969 – Economic Price Adjustment – FSS Multiple Award Schedule, paragraph (b) (1) (adjustments based on escalation rates negotiated prior to contract award);

The requested annual escalation rate is _________ (not to exceed solicitation maximum of 5% during any 12-month period as identified in paragraph (d)(4) of the clause). The offeror has submitted pricing spreadsheet(s) showing the requested annual escalation rates for the base contract period and all option years. The offeror certifies that the annual escalation rate requested conforms to its historic pricing escalation practices and agrees to provide the Government additional supporting documentation to validate requested escalation rate, if required.

OR

|_| (2) Adjustments based on an agreed-upon market indicator prior to award.

The market indicator, as used in this clause, means the originally released public index, public survey or other public, based market indicator. The market indicator shall be the originally released index, survey or market indicator, not seasonally adjusted, published by the [to be negotiated], and made available at [to be identified]. Any price adjustment shall be based on the percentage change in the designated (i.e. indicator identification and date) market indicator from the initial award to the latest available as of the anniversary date of the contract effective date, subject to paragraph (e), below. If the market indicator is discontinued or deemed no longer available or reliable by the Government, the Government and the Contractor will mutually agree to a substitute. The contract modification reflecting the price adjustment will be effective upon approval by the Contracting Officer, subject to paragraph (g), below. The adjusted prices shall apply to orders issued to the Contractor on or after the effective date of the contract modification.

|_| C. The Offeror is proposing Long Term Lodging Services under SIN 653-9 and understands that the Economic Price Adjustment clause will not be applicable to these services.

9. Labor Category Descriptions

|_| Offeror has attached a list of all offered labor categories, which matches all offered labor categories identified in the Pricing Proposal Excel File, and provided a detailed position description for each labor category. All offered position descriptions include functional responsibilities, minimum years of experience, minimum educational/degree requirements, and any applicable training or certification requirements. The firm has provided its commercial practices for substituting experience for education. The Offeror certifies that the attached list is current, accurate and complete for all offered labor categories/services, or classes.

|_| Offeror’s Labor Category Descriptions are included in this upload.

10. Service Contract Labor Standards:

The offeror has read and acknowledges the requirements for Service Contract Labor Standards (SCLS) pursuant to clauses 52.222-41, 52.222-42, 52.222-43, and 52.222-49, and further verifies that all prices offered for labor categories covered by the SCLS meet or exceed the SCLS wage determination rates and fringe benefits for the areas where the offeror expects to perform the majority of work under the contract.

AND

|_| The offeror has included the applicable SCLS data in the Pricing Proposal Template (DOL Occupation code, DOL Occupation Title, DOL Wage Determination Number)

Price Adjustments for SCLS applicable labor categories shall be in accordance with clause 52.222-43 Fair Labor Standards Act and Service Contract Labor Standards - Price Adjustments (Multiple Year and Option Contracts). One of the two methods of escalation will be awarded:

|_| Method 1: An escalation method is negotiated prior to award in accordance with Economic Price Adjustment Clause I-FSS-969.

|_| Method 2: When offered prices are based upon a commercial price list, only revisions in the commercial price list will enable the contractor to revised Schedule contract prices. Price increases will be allowed under Economic Price Adjustment Clause 552.216-70.

OR

|_| Professional services, such as those offered by Offeror on Schedule 48, SIN 411-3, are not subject to the SCLS.

11. Travel

*Costs pertaining to travel are not included in the prices offered, and will be offered at the task order level only as applicable.

12. Commercial Sales Practices Format (CSP-1) |_| Offeror has completed and submitted the CSP, including a discussion of any deviations to commercial pricing offered.

13. Rationale for Estimated Sales (Provide Description Narrative here)

Offeror plans to achieve its projected annual sales goals by:

14. Fair and Reasonable Pricing |_| The prices offered to GSA are equal to or better than the offeror’s designated Most Favored Customer(s), and there are no commercial sales deviations that would result in a commercial customer receiving rates lower than the offered GSA rates.

OR

|_| An explanation has been submitted in the Pricing Narrative supporting the Pricing Proposal Excel File which has been submitted with the offer.

15. Pricing Documentation |_| Offeror has submitted pricing documentation as identified in the Pricing Proposal Instructions for all proposed services/products. Supporting documentation must clearly tie to the offered items in the Pricing Proposal Excel File The Price Proposal Template MUST be submitted in Microsoft Office Excel format.. Where there is not a clear relationship between the supporting documentation and the Pricing Proposal Excel File, the offeror has prepared and attached a crosswalk mapping the supporting documentation to the offered items on the Pricing Proposal Excel File. Cost build up documentation alone is not considered sufficient supporting documentation; the offeror must provide supporting documentation as instructed which clearly shows evidence of sales to customers. Additional information may be requested by the contracting officer to determine fair and reasonable pricing.

16. Professional Compensation Plan |_| Offeror has completed and included in its offer a Professional Compensation Plan setting forth salaries, and fringe benefits proposed for the professional employees who will work under the contract in accordance with Clause 52.222-46, Evaluation of Compensation for Professional Employees.

17. Uncompensated Overtime |_| The offeror has included in its offer a copy of the offeror’s policy that addresses uncompensated overtime in accordance with clause 52.237-10 (see the document entitled Regulations Incorporated by Reference for the full text of this clause).

STATEMENT

I hereby state that I fully understand and shall comply with clause 552.238-74, INDUSTRIAL FUNDING FEE AND SALES REPORTING, that by signing the SF1449 and this Statement, I am certifying that I have read, understand, and agree to all the terms and conditions of Solicitation Number FBGT-GG-050001-B (Refresh #21), and that I have not made any changes to the terms and conditions of the “Request for Proposal”/Solicitation Number FBGT-GG-050001-B (Refresh #21).

Signature Title Date

PROPOSAL CHECKLIST

This proposal checklist is to assist Offerors in ensuring that proposals are complete. A copy of this completed checklist must be included with offers submitted. Prior to preparation of your offer, be sure to read the entire Solicitation.

Completed

GSA

Use

Summary of Offer

Signed and dated 1449 (p.1)

Proof of Completion of Pathway To Success (Task #1) https://gsafas.secure.force.com/MASTrainingHome

Proof of Completion of Readiness Assessment (Task #2) https://gsafas.secure.force.com/MASTrainingHome)

Proof of Digital Certificate for each Authorized Negotiator: http://eoffer.gsa.gov/eoffer_docs/DigitalCert.html

Financial Information –previous two-year period(audited, if available with balance sheet and income statement)

Proof of registration in the System for Award Management (SAM)

Professional Compensation Plan (If offering professional services)

Contractor Code of Business Ethics and Conduct (Reference FAR 52.203-13)

Uncompensated Overtime Statement (If offering professional services)

Service Contract Labor Standards – Wage Determinations

Small Business Subcontracting Plan (Large Business Only)

Letter(s) of Commitment From Subcontractors

Economic Price Adjustment Clause Selection made on Summary of Offer

Certificate of Insurance (Reference applicable SIN SOW for minimum insurance coverage requirement) Upon award, GSA must be listed as certificate holder.

Agent Authorization Letter(if applicable)

Previous FSS cancellations and rejections, pending offers for other Schedule contracts, and awarded schedule contracts.

Any Previous FSS Cancellations under this schedule must include a detailed description of the steps the offeror plans to take to generate sales through a new contract that includes the following:

1. Copy of Cancellation Letter

2. Current Federal Sales in excess of $25,000

3. Demonstration that future award contract complies IAW I-FSS-639 (Contract Sales Criteria

4. Marketing plan with steps you will take to generate sales through a new Schedule contract

Section II – Technical Proposal

Factor 1 – Corporate Experience – 2 page limitation. Must address the following:

A. The number of years of corporate experience in providing the products/services described under this Schedule, regardless of the specific products/services being proposed - a minimum of two (2) years of corporate experience is required.

B. Organization’s number of employees, experience in the field, and resources available to enable it to fulfill requirements.

C. Brief history of the Offeror’s activities contributing to the development of expertise and capabilities related to this requirement.

D. Information that demonstrates the Offeror's organizational and accounting controls.

E. A description of the resources presently in-house or the ability to acquire the type and kinds of personnel/products proposed.

F. A description of how the Offeror intends to market the proposed products/services to Federal clients.

G. A discussion regarding the intended use of subcontractors.

Factor 2 –– Past Performance: The Offeror must order and obtain a Past Performance Evaluation from Open Ratings, Inc. (ORI).

A. Past Performance Evaluations are valid for a period of one year from the date of issuance by ORI. If the evaluation was issued more than one year prior to the date of proposal submission via eOffer, the proposal will be rejected.

B. The order form must be completed with a minimum of six (6) customer references submitted. A "customer reference" is defined as a person or company that has purchased relevant products/services from the Offeror. The Offeror is advised to use references from projects involving products/services related to this solicitation and/or those performed under NAICS code(s) applicable to proposed products/services.

C. The Offeror must submit one (1) copy of the completed Past Performance Evaluation and one (1) copy of the order form with its proposal. Failure to submit the completed evaluation and order form will result in rejection of the proposal.

D. The Offeror must address any negative feedback for each of the feedback categories contained in the ORI report, to include actions taken to minimize the problems that resulted in negative feedback.

Factor 3 – Quality Control (narrative cannot exceed two (2) pages and must address the following:

A. A description of internal review procedures that facilitate high-quality standards B. Identification of individuals responsible for ensuring quality control C. Whether or not subcontractors are used and, if so, the quality control measures used to ensure acceptable subcontractor performance.

D. How potential problem areas and solutions are handled E. The procedures for ensuring quality performance when meeting urgent requirements F. How quality control will be managed when completing multiple projects for multiple agencies simultaneously

Factor 4 – Relevant Project Experience: The Offeror must submit a narrative demonstrating relevant project experience. A narrative is required for each proposed services SIN and must include the following:

A. A description of two (2) relevant projects, not to exceed four (4) pages per project. Each description must clearly indicate the SIN to which it applies, and identify the specific services being proposed under that SIN. The projects must either have been completed within the last two years or be ongoing. For ongoing contracts with a base year and option years, at a minimum, the base year must have been completed; for multiyear task orders, at a minimum, the first year must have been completed. Each project description must also address the following elements:

B. For each project description, the following customer reference information must also be provided (this data is not counted towards the four-page-per-project limitation):

C. If relevant project experience does not exist, the Offeror may substitute the relevant projects of predecessor companies or key personnel that will be performing major aspects of the work. If the Offeror chooses to make such a substitution, the narratives must clearly identify the entity or personnel that performed the services.

*SIN 451-99 New Services:

The Offeror must provide the Statement of Work which illustrates in detail what type of unique transportation, delivery or relocation service they offer commercially and why it is a service that would benefit the Government. In addition to the four sections of the technical proposal, a market analysis should be part of the proposal and should demonstrate that there is an actual demand for this type of service.

|_| Yes

|_| N/A

Section III—Pricing Proposal

Price Proposal (includes Pricing Proposal, Narrative, & Supporting Materials)

Commercial Price List or Market Rate Sheet (if applicable)

Commercial Sales Practice Format (CSP-1) & Transactional Information