General SATOC Instructions - final.docx

Introduction

1. Scope: The VA Connecticut Healthcare System, with campuses in West Haven and Newington, has a need for general construction services for the maintenance, alterations, and repair of buildings, structures, or other real property projects.

2. As a result of this solicitation, the Government intends to award one (1) indefinite-Delivery Indefinite-Quantity (IDIQ), Single Award Task Order Contract (SATOC) contract.

3. Work performed under these contracts/and or Task Orders will fall under NAICS 236220. The size standard for offerors responding to this RFP is $45M, as provided in Commercial and Institutional Building Construction.

4. The solicitation is 100% set-aside for Service-Disabled Veteran Owned Small Business (SDVOSB), as a Request for Proposal (RFP) for a firm fixed price, IDIQ contract for construction services.

5. Requests for Information (RFIs) shall be submitted via email to Judith.

Ruggiero@va.gov by 4:00PM EST on February 18, 2025. Subject line of the email shall state “ General SATOC RFI”.

6. Offerors are strongly encouraged to frequently check Contract Opportunities at https://sam.gov/content/opportunities for any changes made to the solicitation.

7. Proposal Expenses and Pre-contract costs: This RFP does not commit the Government to pay costs incurred in preparation and submission of initial and subsequent proposals or for other costs incurred prior to award of a formal contract.

8. There is no “seed project” associated with this solicitation. Offerors are expected to use their own means and methods to determine their proposal coefficient.

9. This IDIQ SATOC will not include design-build projects. No task orders will be solicited for design-build services.

10. A bid guarantee is not required for this solicitation. Bid guarantees may be required on a task order level and will be addressed at the task order request for proposal. Note that this solicitation does require a surety letter stating that bonding is obtainable and the limits available to the offeror.

11. Each offeror is to provide the coefficient offer in the cost schedule under line item 1 (page 5 of the solicitation). In addition, each offeror is to provide an attachment to the offer showing the breakdown of what is included in the coefficient for evaluation.

12. There is no site visit for this solicitation. Site visits will be scheduled at the task order level.

13. The Davis Bacon Wages attached is the solicitation is typical for projects in West Haven, CT. FAR Part 22 applies to task orders under the resulting IDIQ SATOC, and each task order will have a wage rate included specifying the minimum pay and benefits for employees.

14. The pricing for this base IDIQ SATOC solicitation is the offeror’s proposed coefficient. The basis for task order awards issued under the SATOC will be R.S. Means plus the established coefficient. Although R.S. Means is updated periodically and the task orders will be awarded on the latest R.S. Means publication, the coefficient will remain unchanged for the duration of the IDIQ SATOC.

15. Only electronic offers will be accepted. Offers shall ensure that proposal are submitted in sufficient time to reach the email destination by the specified closing date and time. Email offers to Judith.Ruggiero@va.gov. Subject line to read: “General SATOC proposal – 36C24125R0035”.

16. Disposition of additional copies of successful and unsuccessful proposals: In compliance with FAR Subpart 4.8 the Government will retain one electronic copy of all proposals. The Government will destroy extra copies of proposals. No destruction certificate will be provided.

17. Proposal Acceptability: Offerors are cautioned to strictly comply with all instructions within this solicitation to ensure submission of a complete proposal. Incomplete proposals may not be evaluated or considered for award.

Proposal Preparation Instructions

1. Proposal Preparation Instructions

1.1. These instructions prescribe the format of proposals and the development and presentation of the proposal data. These instructions are designed to ensure the proper submission of information necessary to provide for comprehensive evaluation of proposals. Offerors shall carefully review this section prior to commencing proposal preparation and take the necessary measures to ensure that the information submitted is factual, accurate, and complete.

1.2. In order for a proposal to be considered, Offerors must strictly comply with all instructions outlined in this solicitation. Failure to furnish proposals that comply with the instructions may result in elimination from consideration for award. Furthermore, all solicitation amendments (if any) must be acknowledged in accordance with FAR Clause 52.215-1--Instructions to Offerors.

2. Proposal Due Date

2.1. Proposals are due by the date and time set forth in block 13a of the SF1442.

3. Proposal Format

3.1. Volume 1 shall consist of two sections, Factor 1 Technical Information and Factor 2 Past Performance.

3.2. Volume 2 shall consist of Factor 3, Offer Documents, and Price Information.

3.3. Indexing: Each volume will contain a “Table of Contents.” The “Table of Contents” will identify major areas, paragraphs and subparagraphs by number and title as well as by page number and locations.

4. Proposal Contents

4.1. Factor 1 shall include Technical Information and no price information.

4.1.1. Subfactor 1 Capability and Experience

4.1.2. Subfactor 2 Key Personnel

4.1.3. Subfactor 3 Quality Control

4.1.4. Subfactor 4 Scheduling Methodology

4.1.5. Subfactor 5 Safety

4.1.6. Subfactor 6 Infection Control

4.2. Factor 2 shall include Past Performance and no price information.

4.2.1. Past Performance Questionnaires (PPQs)

4.3. Factor 3 shall include the following:

4.3.1. Completed in its entirety the “Offeror” portion of the SF1442 including acknowledgement of any amendments issued.

4.3.2. Representations and Certifications

4.3.3. Schedule for Coefficients

4.3.4. VAAR 852.219-75 VA Notice of Limitations on Subcontracting—Certificate of Compliance for Services and Construction

5. General Instructions: In order to evaluate each proposal, it is necessary that each offeror respond to all items in the same order as presented herein. Offers shall be organized with sections appropriately identified. Offerors are to describe how they intend to fulfill the requirements of this solicitation and how their total offer will meet the minimum needs of the specifications. The response should be concise and provide sufficient information to demonstrate the offeror’s capability to satisfactorily perform the requirements.

5.1. Factor 1 Technical Information

5.1.1. Subfactor 1 Capability and Experience

5.1.1.1. The Offeror shall provide a minimum and maximum of five (5) recent and relevant construction projects (projects provided in addition to the five (5) will not be evaluated) and include the following information:

Offeror (Your) Name (Company/Division):

Contract Number:

Project Number and Title:

Location:

Contracting Officer and Contact Information (Phone and Email):

End User and Contact Information (Phone and Email):

Location:

Type of Contract (Design/Bid/Build, Design/Build):

Award Amount: $ Final Amount: $ Award Date:

Notice to Proceed Date:

Original Scheduled and Actual Completion Dates:

Number of Change Orders and Reason for Changes:

OSHA Citations (If Applicable):

List all Major Subcontractors and Contact Information (Phone and Email):

Provide detailed description of the work performed under the contract and describe why you believe the work is relevant.

Relevant projects: defined as projects with various construction disciplines performed in hospitals, followed by work performed in other medical facilities, followed by work performed in other facilities with different infection control measures (i.e. work in regular hospital space, operating rooms/suites) with a magnitude ranging from $35,000-$1,000,000.

Recent projects: defined as projects completed within five (5) years from the solicitation issue date.

5.1.1.2. Provide a letter from the offeror’s surety company addressing ability to obtain bonding and the limits of bonding capacity per project, per aggregate. The inability of an offeror to have the ability to obtain adequate payment protections (performance and payment bonds and alternative payment protections for construction contracts as prescribed in FAR 28.102) may exclude them from award.

5.1.2. Subfactor 2 Key Personnel

5.1.2.1. The Offeror shall propose one (1) team that consists of key personnel (Project Manager, Quality Control Manager, Site Superintendent, Site Safety & Health Officer) that will perform multiple projects at each Medical Center and meet the minimum qualifications of the Statement of Work.

Offerors shall include the following information with their submission:

Name of the Individual:

Company Employed by:

Company Position Title:

Resume that includes education and relevant experience:

The proposed Key Personnel will be used on Task Orders and substitutions will require prior written approval of the Contracting Officer.

5.1.3. Subfactor 3 Quality Control

5.1.3.1. Submit a narrative explaining the offeror’s company policy regarding quality control and how they intend to achieve their standard in the following construction operations both onsite and offsite:

Coordination/integration with submittals Schedules Acceptance testing Performance testing Commissioning.

In addition to what is requested above in the narrative, also include the elements for successful partnering, communication, commitment, and conflict resolution. The QC discussion should provide a detailed explanation of how quality issues are dealt with on various types of construction projects.

5.1.4. Subfactor 4 Scheduling Methodology

5.1.4.1. Provide a schedule for a project that was listed under Subfactor 1, Capability and Experience, and a narrative on how the offeror managed the following within the project period of performance:

Submittals Shutdowns Change Orders Unforeseen Conditions Timely Completion (if not completed on time explain why)

5.1.5. Subfactor 5 Safety

5.1.5.1. Discuss your corporate safety policy and provide at a minimum, details on training, documentation, and your plan to ensure adherence to OSHA Standards. Include documentation regarding the successful training of personnel in accordance with OSHA requirements (i.e., 30-hour or 10-hour completed OSHA training) as well as relevant information regarding any safety accidents or violations and corrective action taken or demonstrates no documented violations.

5.1.6. Subfactor 6 Infection Control

5.1.6.1. Provide a narrative on how to address the Infection Control Risk Assessment (ICRA) and Pre-Construction Risk Assessment (PCRA) for Large-Scale Construction projects (Large-Scale in this case is defined as projects beyond a period of performance of six months regardless of the dollar value) and for all levels of ICRA (Levels I-IV). The proposal should address, at a minimum, supervision, employee responsibilities, work practices, training, materials and equipment, and risk assessment methods (See Attachment 1 VHA Boston ICRA and Attachment 2 VHA Boston PCRA).

5.2. Factor 2 Past Performance

5.2.1. PPQs–Offerors shall prepare and submit to prior client(s) a minimum of two (2) PPQs (Attachment 3 PPQ) for at least 2 relevant projects with a magnitude ranging from $35,000 to $1,000,000, and instruct clients to forward directly to Judith.Ruggiero@va.gov no later than the proposal due date. In addition to submitting to clients, offerors shall include the first two pages of the PPQ with contract/client information in their past performance submission. Offerors are encouraged to provide PPQs for other projects in addition to the ones provided under Subfactor 1.

5.2.2. Offerors lacking relevant past performance history may submit information regarding predecessor companies or key personnel who have performed on other contracts. Such information shall, as a minimum, include: Name(s) of Predecessor Company/Sub-contractor and/or Key Personnel and include: Complete Address and Point of Contact; Telephone, Fax Number and email address.

5.2.3. Offerors shall include with their proposal information problems that were encountered on the identified contracts and the Offeror’s corrective actions.

5.2.4. Offerors may also include construction awards, customer letters of commendation, etc., with points of contact and telephone numbers for any relevant projects.

5.2.5. For offerors that are joint ventures, the evaluation will take into account past performance of the joint venture. If the joint venture does not demonstrate past performance for award, the contracting officer will consider the past performance of each party to the joint venture.

5.3. Factor 3 Price

5.3.1. Complete the Schedule with offeror’s proposed coefficient.

Basis for Award and Evaluation Factors

1. Basis for Award

1.1 The Government intends to use the “Best Value” tradeoff process source selection approach in accordance with FAR 15.101-1. To arrive at a Best Value decision, the Source Selection Authority, using the SSEB documentation will integrate the evaluation of Technical Information, Past Performance, and Price. Technical Information and Past Performance of equal weight, but when combined, are significantly more important than Price.

1.2 The Contracting Officer will conduct a proposal compliance review after closing for determination of basic proposal adequacy prior to commencing evaluation. Failure to provide a complete proposal consisting of all required information/documents and the coefficient rate may result in the proposal being determined incomplete and no longer considered for award.

1.3 Although the assessment of Past Performance as a specific evaluation factor is separate and distinct from the Determination of Responsibility required by FAR Part 9, Past Performance information obtained herein will be used during the Government’s responsibility determination. The Government also reserves the right to obtain additional information solely for the purpose of making a responsibility determination from all offerors after receipt of proposals. Requests for responsibility information do not constitute discussions.

1.4 Enforceability of proposal: The proposal must set forth full, accurate and complete information as required by this solicitation. The Government will rely on such information in the award of a contract. By submission of the offer, the Offeror agrees that all items proposed (if applicable e.g., key personnel, plans, etc.) will be utilized for the duration of the contract and any substitutions will require prior written consent of the Contracting Officer.

1.5 The offeror shall be held responsible for the validity of all information supplied in his/her proposal. Should subsequent investigation disclose that the fact and conditions were not as stated, the proposal may be rejected.

1.6 SDVOSBs must be verified in the Veteran Small Business Certification (VetCert) database at https://veterans.certify.sba.gov at the time of proposal submission, at the time of award, and remain verified throughout the period of the contract.

1.7 Joint Ventures shall comply with requirements of 13 CFR Part 128.402.

2. Evaluation Factors

2.1 The following factors will be included in the solicitation and will be used to evaluate proposals.

2.1.1 Factor 1 Technical Information

2.1.1.1 Subfactor 1 Capability and Experience

2.1.1.2 Subfactor 2 Key Personnel

2.1.1.3 Subfactor 3 Quality Control

2.1.1.4 Subfactor 4 Scheduling Methodology

2.1.1.5 Subfactor 5 Safety

2.1.1.6 Subfactor 6 Infection Control

2.1.2 Factor 2 Past Performance

2.1.3 Factor 3 Price

2.2 Factor 1 Technical Information

The Government will assign ratings for the offeror's technical proposal, at the factor level, using an adjectival rating that combines technical merit and proposal risk that most accurately defines the offeror's performance risk considering all subfactors identified in this section. The technical evaluation will be divided into six (6) subfactors, which are all of equal importance.

2.2.1 Subfactor 1 Capability and Experience

2.2.1.1 The Government will evaluate the offeror’s recent and relevant experience and the ability to obtain adequate payment protections (performance and payment bonds and alternative payment protections for construction contracts as prescribed in FAR 28.102) for construction projects ranging from $35,000-$1,000,000.

2.2.2 Subfactor 2 Key Personnel

2.2.2.1 The Government will evaluate the offeror’s proposed team to ensure they meet the minimum requirements in the statement of work.

2.2.3 Subfactor 3 Quality Control

2.2.3.1 The Government will evaluate the offeror’s proposed quality control activities and how they plan on achieving their standard.

2.2.4 Subfactor 4 Scheduling Methodology

2.2.4.1 The Government will evaluate the offerors’ scheduling methodology to determine if the offeror has scheduling processes that ensure the offeror has the ability to manage the stated tasks and ensure completion and control of the project from beginning to the end.

2.2.5 Subfactor 5 Safety

2.2.5.1 The Government will evaluate the offerors’ corporate safety policy to ensure adherence to OSHA safety standards.

2.2.6 Subfactor 6 Infection Control

2.2.6.1 The Government will evaluate the offeror’s narrative on how to address the ICRA and PCRA for Large-Scale Construction projects (Large-Scale in this case is defined as projects beyond a period of performance of six months regardless of the dollar value) and for all levels of ICRA (Levels I-IV).

2.3 Factor 2 Past Performance

2.3.1 The Government will evaluate past performance to assess the risk associated with an offeror’s likelihood of success in performing the solicitation’s requirements as indicated by an offeror’s record of past performance under other contracts. The Contracting Officer will consider references from either inside or outside the federal government, so long as the performance is recent (five years from the issuance of the RFP) and relevant (for the same or similar work). The Contracting Officer may also consider past performance information from sources other than those provided by the offerors.

2.3.2 In the case of an offeror without a record of recent/relevant past performance or for whom information on past performance is not available or so sparse that no meaningful past performance rating can be reasonably assigned, the offeror will not be evaluated favorably or unfavorably on past performance and will be considered neutral.

2.3.3 Offerors are advised that in evaluating past performance the Government may use all data provided by the Offeror and data obtained from other sources. Past Performance information regarding contracts not listed by the Offeror may also be evaluated. The Government may contact references provided by the Offeror, as well as any other source it identifies, and information received may be used in the evaluation of the Offeror’s Past Performance. While the Government may elect to consider data obtained from other sources, the burden of providing current, accurate and complete Past Performance information rests with the Offeror.

2.3.4 Past Performance Definitions

2.3.4.1 Recent projects: defined as completed within five (5) years from the solicitation issue date.

2.3.4.2 Relevant projects: defined as projects with various construction disciplines performed in hospitals, followed by work performed in other medical facilities, followed by work performed in other facilities with different infection control measures (i.e. work in regular hospital space, operating rooms/suites) with a magnitude ranging from $35,000-$1,000,000.

2.4 Factor 3 Price

2.4.1 The submitted pricing will be evaluated for reasonableness utilizing one or more of the price analysis techniques set forth in FAR 15.305.

3. Evaluation

3.1 Discussions: Government intends to evaluate proposals and award a contract without discussions with offerors (except clarifications as described in FAR 15.306(a)). Therefore, the offeror's initial proposal should contain the offeror's best terms from a price and technical approach. The Government reserves the right to conduct discussions if the Contracting Officer later determines them to be necessary.

3.2 Award Decision: The firms that represent the best value to the Government will be selected for award of a SATOC basic contract. The Government intends to award one (1) Indefinite-Delivery Indefinite-Quantity (IDIQ), Single Award Task Order Contracts (SATOC).