BMO_SB_FINAL_RFP-_GS06Q-16-RL-0002.pdf

BMO Small Business Solicitation Number GS06Q-16-RL-0002

FINAL REQUEST FOR PROPOSAL

Solicitation No: GS06Q-16-RL-0002

Issue Date: October 20, 2015

Closing Date: December 4, 2015

Building Maintenance and Operations (BMO SB)

Potential Federal Strategic Sourcing Initiative (FSSI)

The U.S General Services Administration (GSA) is embarking on a Federal Strategic Sourcing Initiative for Building Maintenance and Operations (herein BMO SB) services. BMO SB is issuing a Request for Proposal (RFP) for the purposes of receiving proposals. The solicitation is a 100% Total Small Business set-aside. The contract type is a Multiple Award Indefinite Delivery Indefinite Quantity (MA-IDIQ). The objective of the acquisition is to provide Government agencies with an acquisition vehicle that offers a comprehensive coverage of services that fall under the building, maintenance and operations scope.

General Services Administration’s Mission

GSA’s mission is to use expertise to provide innovative solutions for our customers in support of their missions, and by so doing, foster an effective, sustainable, and transparent government for the American people.

Contents

1.0 Contents

Section A Standard Forms

Section B Services, Ordering and Prices

B.1 Background B.1.2 Authority B.1.2 Contract Type B.1.3 Minimum Guarantee and Maximum Ceiling B.1.4 Contract Access Fee (CAF) B.2 Task Order Pricing B.2.1 Labor Categories and Standard Occupational Classifications B.2.2 Fixed Price Task Orders B.2.3 Incentive Task Orders B.2.4 T&M and L-H Task Orders B.2.4.1 Ceiling Rates for T&M and L-H Task Orders B.3 Other Direct Cost (ODC) Support B.3.1 Labor Subject to the Service Contract Labor Standards (formerly known as SCA) B.3.2 Labor Subject to the Wage Rate Requirements (Formally known as DBA) B.3.4 Travel B.3.5 Materials and Equipment B.3.4 Subcontracting

Section C –Description/Specifications/ Performance Based Statement of Work Statement (PBSOW) ... 16

C.1 Background/Purpose:

C.2 Period of Performance C.3 Scope/Requirements C.4 Performance Objectives C.5 Service Category Descriptions C.5.1 Operations and Maintenance (O&M) C.5.1.1 HVAC Maintenance (Required Service) C.5.1.2 Plumbing and Pipefitting (Required Service) C.5.1.3 Elevator Maintenance (Optional Service) C.5.1.4 Electrical Maintenance (Required Service) C.5.1.5 Fire Alarm System Maintenance and Repair (Optional Service) C.5.1.6 Fire Suppression (Water Based) System Preventative Maintenance and Repair Services (Optional Service)

C.5.1.7 Roofing Services (Optional Service) C.5.1.8 Building Management Services (Optional Service) C.5.1.9 Architectural and Framework Building Maintenance Services (Optional Service) C.5.1.10 Commissioning Services (Optional Service) C.5.1.11 Elevator Inspection Services (Optional Service) C.5.2 Facility Support Services C.5.2.1 Janitorial (Required Service) C.5.2.2 Landscaping/Grounds Maintenance (Required Service) C.5.2.3 Pest Control (Optional Service) C.5.2.4 Waste Management and Recycling Services (Optional Service) C.5.2.5 Cemetery Maintenance (Optional Service) C.5.2.6 Other Direct Costs (ODCs) C.5.2.7 Other Facilities Management-Related Services C.6 Services Not Within Scope C.7 Operating Constraints - Contractor Special Requirements:

C.8 Definitions C.8.1 Acceptance C.8.2 Acts of God C.8.3 Additional Services C.8.4 Advanced Meters C.8.5 Advanced Metering Systems C.8.6 Approval

C.8.7 Basic Services C.8.8 Above Basic Services C.8.9 Building C.8.10 Building Automation System (BAS) C.8.11 Building Operating Plan C.8.12 Cleanable Square Feet C.8.13 Commissioning C.8.14 Ongoing Commissioning C.8.15 Computerized Maintenance Management System (CMMS) C.8.16 Consumable Parts C.8.17 Contracting Officer (CO) C.8.18 Ordering Contracting Officer (OCO) C.8.19 Contracting Officer's Representative (COR) or Designee C.8.20 Contractor C.8.21 Contractor’s Other Than Normal Working/Duty Hours C.8. 22 Controls and Control System C.8.23 Defective Service C.8.24 Emergency C.8.25 Emergency Callback C.8.26 Environmentally Preferable C.8.27 Partial Inventory or Equipment List C.8.28 Preventive Maintenance (PM) Inventory C.8.29 Component-Level Inventory C.8.30 Complete Inventory C.8. 31 Existing Deficiency List Report C.8.32 Exterior C.8.33 Federal Holidays C.8.34 Federal Executive Holidays, Unanticipated C.8.35 Furnishings C.8.36 General Programs C.8.37 Green Cleaning C.8.38 Federal Green Building Requirements - Guiding Principles for Federal Leadership in High Performing

Sustainable Buildings C.8.39 GSA Green Purchasing Program (GPP) C.8.40 HVAC Operations Manual C.8.41 Indefinite Quantity C.8.42 Landscape Irrigation Systems

C.8.43 LEED-EB

C.8.44 Maintenance Repair C.8.45 Miscellaneous Work C.8.46 Modification of Contract C.8.47 Monthly Progress Report C.8.48 Negligence C.8.49 Non-Reimbursable Repair C.8.50 Normal Working Hours C.8.51 Occupant Emergency Plan (OEP) C.8.52 Open Systems C.8.53 Operations C.8.54 Ordering Official C.8.55 Performance- Based Statement of Work (PBSOW) C.8.56 Police Outside Areas C.8.57 Predictive Maintenance C.8.58 Preventive Maintenance (Scheduled and Unscheduled) C.8.59 Product Preference C.8.60 Punch List C.8.61 Quality Assurance Surveillance Plan (QASP) C.8.62 Quality Control Plan C.8.63 Repair C.8.64 Reimbursable Repair

C.8.65 Sanitize C.8.66 Sequence of Operations C.8.67 Service Calls C.8.68 Service Request C.8.69 Stewardship C.8.70 Supervisor, On-site C.8.71 Tour C.8.72 Watch C.9 References

Section D- Packing and Marking

D.1 Packing and Marking Section E- Inspection and Acceptance

E.1 Inspection and Acceptance clause Section F- Deliveries or Performance

F.1. Deliveries or performance clauses F.2 Place of Performance F. 3 Period of Performance F.4 Performance Standards F.4.1 Deliverable and Reporting Requirements F.4.2. Compliances The following table contains compliances required for BMO SB. Task Order compliances will be specified in the task order. The Government does not waive its right to request other compliances in order to align the BMO SB contract with new statuary or regulatory requirements. The Government will provide the Contractor with at least 90 days' notice of these requirements

Section G- Contract Administration

G.1 Background G.2 Roles and Responsibilities G.2.1 Program Manager (PM) G.2.2 Contracting Officer (CO) G.2.3 Ombudsman G.2.4 Ordering Contracting Officer (OCO) G.2.5 Contracting Officer’s Representative (COR) G.2.6 Contractor Key Personnel G.2.7 Corporate BMO SB Contract Manager (COCM) G.3 Contract Administration Requirements G.3.1 Contract Access Fee (CAF) G.3.2 BMO SB Reporting Module G.3.2.1 Task Order Award Data G.3.2.2 Fixed Price Award Data G.3.2.3 T&M/Labor Hour Award Data G.3.2.4 Task Order Modification Data G.3.2.5 Invoice Data G.3.3 Environmentally Sustainable Products Reporting G.3.4 CAF Payment Data G.3.5 Closeout Data G.3.6 Contractor Performance Assessment Reporting System (CPARS)

G.3.7 BMO SB CPARS

G.3.7.1 Task Order CPARS G.3.8 Insurance G.3.9 Mergers, Acquisitions, Novations, and Change-Of-Name Agreements G.3.10 Responsibility and FAPIIS G.3.11 VETS-100A Reports G.3.12 FSRS Reports G.4 BMO SB and Task Order Close Outs G. 5 Option Determination

Section H- Special Contract Requirements

H.1 Background

H.2 Observance of Federal Holidays H.3 Normal Working Hours H.4. Emergency Services H.5 Ordering Procedures H.6 North American Industry Classification System (NAICS) H.6.1 BMO SB NAICS Codes H.6.2 Predominant Task Order NAICS Determination H.7 Product Service Codes (PSC) H.8 Systems, Certifications, and Clearances H.9 Acceptable Accounting System H.10 Acceptable Estimating System H.11 Approved Purchasing System H.12. Meaningful Relationship Commitment Letters H.13 Security Clearance Requirements H.13.1 Facility Clearance Level H.13.2 Employee Security Clearance

H.13.2.1 HSPD-12

H.13.2.2 Security Requirements and Personal Identity Verification Procedures (Non-Classified Contract) –

(O&M/Custodial) H.13.3 GSAR 552.237-70 Qualification of Offerors (May 1989) - (O&M/Facility Support Services) H.13.4 GSAR 552.237-71 Qualifications of Employees (May 1989) - (O&M/Facility Support Services) H.14 Suitability Determinations - (O&M/Facility Support Services) H.14.1 Compliance with Security Requirements - (O&M/Facility Support Services) H.14.2 Identification Credential - (O&M/Facility Support Services) H.14.3 Standards of Conduct - (O&M/Facility Support Services) H.14.4 Escort Requirements - (O&M/Facility Support Services) H.14.5Standards of Conduct-(O&M/Facility Support Services) H.14.6 Removal from Contract Work- (O&M/Facility Support Services) H.14.7 Sensitive But Unclassified (SBU) Information - (O&M/Facility Support Services) H.14.8 Recording Presence - (O&M/Facility Support Services) H.14.9 Government Forms - (O&M/Facility Support Services) H.14.10 Other Contractors- (O&M/Facility Support Services) H.14.11 Ordinances, Taxes, Permits, and Licenses - (O&M/Facility Support Services) H.14.12 Discrepancy in the Specifications - (O&M/Facility Support Services) H.15 Sustainable Products (O&M/Facility Support Services) H.15.1 Green Purchases – (Facility Support Services) H.15.2 Recycle Content Certification - (O&M/Facility Support Services) H.15.3 Recycle Content Product Purchase Annual Reporting – (O&M/Facility Support Services) H.16 Facility Support Training Requirements H.17 LEED Requirements H.17.1 LEED-EB – (Facility Support Services) H.17.2 LEED reporting and requirements - (Facility Support Services) H.18 Asbestos Awareness Training - (O&M/Facility Support Services) H.19 Uniforms - (O&M/Facility Support Services) H.20 Personnel Qualifications – (O&M) H.20.1 Personnel Training - (O&M) H.20.2 Re-Tuning Training - (O&M) H.20.3 Miscellaneous Requirements – (Facility Support Services) H.20.4 Submission of Resumes for New Employees – (O&M/Facility Support Services) H.20.5 State Licensing – (O&M/Facility Support Services) H.20.6 Compliance with Federal, State, and Local Codes – – (O&M/Facility Support Services) H.20.7 Government Furnished Materials - – (O&M/Facility Support Services) H.21 Requirements for Network Connection (O&M and Facility Support Services) H.21.1 Requirements for Network Connection - (O&M) H.21.2 Requirements for Network Connection – (Facility Support Services) H.21.3 Contractor Furnished Materials - (O&M) H.22 Contractor Responsibilities – (Facility Support Services) H.22.1 Supervisors – (Facility Support Services) H.22.2 Communication – (Facility Support Services)

H.22.3 Exposure Control Program – (Facility Support Services) H.23 Additional Services Indefinite Quantity Provisions – (O&M) H.23.1 General – (O&M) H.23.2 Price Proposal for Additional Services Work – (O&M) H.23.3 Subcontracts – (O&M) H.23.4 Cost Documentation, Competitive Bids, Method of Ordering and Invoicing – (O&M) H.24 Strike Contingency Plan (SCP) H.25 Occupancy Emergency Plan (OEP) H.25 Contractor Pandemic Plan H.26 Conservation H.27 Proprietary Solutions H.28 Partnering H.29 Meetings H.30 GSA BMO SB Webpage H.31 Contractor BMO SB Webpage H.32 Marketing H.33 Minimum Task Order Awards or Estimated Value H.34 Training and Permits H.35 Ethics and Conduct H.35.1 Supervision H.35.2 Conduct H.35.3 Conflicts of Interest H.35.4 Cooperation with other Contractors on Government Sites H.35.5 Government Property H.35.6 Leasing of Real and Personal Property H.35.7 Government Facilities H.35.8 Rights of Ingress and Egress H.36 On-Ramping, Dormant Status and Off-Ramping H.36.1 On-Ramping H.36.2 Vertical Contract On-Ramping H.36.3 Open Season On-Ramping H.36.4 Focused On-Ramping (SubGroup Creation) H.36.5 Dormant Status H.36.6 Off-Ramping

2.0 PART II – Contract Clauses

Section I-Contract Clauses

I.1 Task Order Clauses I.2 BMO SB Clauses I.3 FAR and GSAR Clauses in Full Text

Section J-List of Attachments

(All attachments are attached as a separate documents on the FBO website)

Attachment J.1 Standard Form (SF 33) Attachment J.2 Proposal Checklists Attachment J.3 Self Scoring Worksheets Attachment J.4 Standardized Labor Categories and Definitions Attachment J.5 BMO Product Service Codes (PSCs) Attachment J.6Sustainable Product List Attachment J.7 Pre-award Surveys Attachment J.8 Past Performance Rating Survey Attachment J.9 Price Template Attachment J.9.1 Wage Determination Attachment J.10 Relevant Project Experience Template Attachment J.11 Project Zone Coverage Template Attachment J.12Quality Assurance Surveillance Plan

3.0 Part III List of Documents, Exhibits, and Other Attachments

Section K – Representations and Certifications (Reps and Certs)

Section L- Instructions, Conditions, and Notices to Offerors or Respondents

L.1 FAR and GSAR Provisions Incorporated by Reference L.2 FAR and GSAR Provisions in Full Text L3 Proposal Submission Instructions L.4 Official Legal Bidding Entity L.5 Mergers, Acquisitions, Novations, and Change-of-Name Agreements L.6 Inverted Domestic Corporations L.7 Proposal Due Date and Address Location L.8 Solicitation Questions L.9 Advertising of Award L.10 Proposal Format L.10.1 Section 1- General Information L.10.2 Section 2- Responsibility L.10.3 Section 3- Technical Experience L.10.4 Section 4- Price L.10.5 Proposal Format Table L.10.6 In the Event of Emergency

Section M- Evaluation Factors for Award

M.1 Basis for Awards M.2 Screening and Evaluation Process M.3 Acceptability Review M.4 Evaluation Criteria M.4.1 Section 1 – General Information M.4.1.1 Standard Form (SF) 33 M.4.1.2 Proposal Checklist M.4.1.3 Self Scoring Worksheet M.4.1.4 Meaningful Relationship Commitment Letters (MRCL), if applicable M.4.1.5 Existing Joint Venture or Partnership, if applicable M.4.2 Section 2 – Responsibility M.4.2.1 SAM (System for Award Management) M.4.2.2 Federal Award Performance and Integrity Information System (FAPIIS) M.4.2.3 Representations and Certifications (Reps and Certs) M.4.2.4 Financial Information M.4.2.5 Pre-Award Survey for the prospective contractor SF 1408 M.4.3 Section 3 – Technical Proposal M.4.3.1 Relevant Experience Projects M.4.3.2 Relevant Project Experience M.4.3.2.1 Pass/Fail Requirements for Relevant Project Experience M.4.3.2.2 Additional Evaluation Criteria Points for Relevant Project Experience M.4.3.2.3 Additional Evaluation Criteria Points for Relevant Project Experience for U.S. Federal Government Customer

M.4.3.2.4 Additional Evaluation Criteria for Socio-Economic Status Certification M.4.3.2.5 Additional Evaluation Criteria Points for Relevant Project Experience for Optional Services M.4.3.2.6 Additional Evaluation Criteria Points for Relevant Project Experience with Extended Contract Duration

M.4.3.2.7 Additional Evaluation Criteria Points for Relevant Project Experience for Large Square Footage Projects

M.4.3.2.8 Additional Evaluation Criteria Points Relevant Project Experience with Innovative Approaches to Savings

M.4.4 Project Zone Coverage M.4.4.1 Pass/Fail Requirements for Project Zone Coverage M.4.4.2 Additional Evaluation Credit for Multiple Project Locations in Zone 1 M.4.5 Staffing Plan M.4.5.1 Pass/Fail Requirements for Staffing Plan M.4.6 Professional Compensation Plan M.4.6.1 Pass/Fail Requirements for Professional Compensation Plan M.4.7 Uncompensated Overtime Policy M.4.7.1 Pass/Fail Uncompensated Overtime Policy M.4.8 Quality Control Plan M.4.8.1 Pass/Fail Quality Control Plan

M.4.9 Sustainability Plan M.4.9.1 Sustainability Plan Prior Experience M.4.9.2 Pass/Fail Sustainability Plan M.4.9.3 Additional Evaluation Criteria for Innovative Sustainable Practices M.4.10 Past Performance M.4.10.1 Past Performance PPIRS (for information that exists) M.5 Scoring Table M.6 Section 4-Price M.6.1 Tier Pricing Discounts M.6.2- Pricing Evaluation M.6.3 Price Template Instructions M.6.4 Pass/Fail Price Proposal

Part I- The Schedule

Section A Standard Forms

RESERVED for Standard forms “Reserved for SF 33- See Section J- SF33”

Section B Services, Ordering and Prices

B.1 Background

Federal Strategic Sourcing was mandated by the Office of Management and Budget's (OMB’s) Office of Federal Procurement Policy, and implemented by OMB’s memorandum entitled “Implementing Strategic Sourcing,” dated May 20, 2005. The Federal Strategic Sourcing Initiative (FSSI) was established in 2006 by the Chief Acquisition Officers Council (CAOC) in collaboration with the Office of Federal Procurement Policy (OFPP) as a means for agencies to work together to improve the federal government acquisition value chain.

The U.S. General Services Administration (GSA) is embarking on a Federal Strategic Sourcing Initiative (FSSI) for Building Maintenance and Operations set aside for Small Business (herein BMO SB) services. FSSI, chartered under the purview of the Federal Government’s Chief Acquisition Officers Council (CAOC), is governed by the Category Management Leadership Council (CMLC, formally known as Strategic Sourcing Leadership Council, SSLC). The Office of Federal Procurement Policy (OFPP) oversees the CMLC. Many agencies actively participate in FSSI through the Community of Practice (COP) and through Commodity Councils that provide user input to various FSSI procurement activities.

At its core, the FSSI program strives to implement a commodity management approach to federal procurement. BMO SB is one of several commodity groups for which FSSI is seeking a more effective government-wide acquisition approach.

A strategic sourcing effort typically involves the following activities:

Analyze spend data;

Analyze the market;

Develop a strategy;

Seek and negotiate with suppliers;

Select and award to successful suppliers;

Implement strategy; and

Monitor performance

The U.S. General Services Administration (GSA), continuing the initiative begun by the Office of Federal Procurement Policy (OFPP) in 2005 through its Chief Acquisition Officer Council (CAOC) to provide for strategic sourcing on a government-wide basis, seeks to establish a small business set aside Multiple- Award IDIQ for services relating to Building Maintenance and Operations (BMO SB). BMO SB services were identified as a high-spend area in a U.S. Government Accountability Office report on strategic sourcing, dated April 2013. BMO SB is designed to address agencies’ need for a comprehensive range of service requirements that covers services relating to building maintenance with the flexibility for various contract types and pricing at the task order level.

The BMO SB scope identifies 17 services required to maintain federal buildings. The scope was developed as part of a collaborative effort involving 18 different federal agencies as well as input from private industry. The services categories are listed below (see Section C for a full description of services definitions and groupings):

Service Categories Included in BMO SB

HVAC Maintenance Cemetery Maintenance

Plumbing and Pipefitting Commissioning Services

Elevator Maintenance Elevator Inspection Services

Electrical Maintenance Janitorial

Fire Alarm System Maintenance and Repair Landscaping/Grounds Maintenance

Fire Suppression (Water Based) System

Preventative Maintenance and Repair

Architectural and Framework Building

Maintenance Services

Roofing Services Pest Control

Building Management Services Waste Management and Recycling Services

Other Facilities Related Services

B.1.2 Authority

The Administrator of the U.S. General Services Administration (GSA) is specifically authorized to purchase supplies and non-personal services on behalf of other agencies under the Federal Property and Administrative Services Act (40 U.S.C. 501).

The authority for the award and administration of BMO SB and the delegation of authority for the award and administration of task orders under BMO SB are defined in Section G.

Hereafter, the “BMO SB Contracting Officer” will be referred to as the “BMO SB CO” and the “Ordering Contracting Officer” at the task order level will be referred to as the “OCO”.

B.1.2 Contract Type

BMO SB is a family of Multiple Award, Indefinite Delivery, Indefinite Quantity (MA-IDIQ) contracts for Government-wide service based requirements which is available for use by all Federal agencies and other entities as listed in the GSA Order, ADM 4800.2G, Eligibility to use GSA Sources and Supply, as amended.

BMO SB allows for various contract types at the task order level (e.g, Fixed-Price (all types), Time-and- Materials, and Labor-Hour). Task orders may also combine more than one contract type (e.g. FFP/Labor Hour etc.). Additionally, task orders may include incentives, performance based measures, multi-year and/or option periods.

B.1.3 Minimum Guarantee and Maximum Ceiling

For each MA-IDIQ contractor that does not obtain a task order award for the term of BMO SB, including Option I (if exercised at the discretion of the CO), the contractor will obtain a minimum guarantee of $2,500.

The minimum order threshold for an individual task order must meet or exceed the Micro-Purchase Threshold as defined in FAR Subpart 2.101, as amended.

The maximum dollar ceiling for each individual task order placed under BMO SB is $15B. For T&M task orders, ordering agencies should define the maximum requirement; however agencies should follow their own requirements regarding minimum and maximum requirements using various contract types

All task orders placed under BMO SB must be under the maximum dollar ceiling for the term of BMO SB, including Option I, if exercised.

B.1.4 Contract Access Fee (CAF)

GSA operating costs associated with the management and administration of BMO SB are recovered through a CAF. The CAF is a percentage of the total task order amount invoiced and the CAF percentage is set at the discretion of GSA. GSA maintains the unilateral right to change the percentage at any time. See Section G.3.1- Contract Access Fee for more details regarding CAF.

B.2 Task Order Pricing

BMO SB provides all Federal agencies the flexibility to determine fair and reasonable pricing tailored to the ordering agency’s requirement dependent upon level of competition, risk, uncertainties, complexity, urgency, and contract type. The OCO has the authority and responsibility for the determination of cost or price reasonableness for their agency’s task order requirements. Adequate price competition at the task order level, in response to an individual requirement, establishes the most accurate, fair, and reasonable pricing for that requirement.

The OCO must identify the applicable contract type for all CLINs in each BMO SB task order. Agencies should use their own polices for higher risk contracts (e.g. T&M) to identify fair and reasonable pricing.

B.2.1 Labor Categories and Standard Occupational Classifications

BMO SB provides standardized labor categories (See Section J, Attachment Standardized Labor Categories and Definitions) that correspond to the Office of Management and Budget’s (OMB) Standard Occupational Classification (SOC) http://www.bls.gov/soc/ for which the Bureau of Labor Statistics (BLS) maintains compensation data.

In accordance with Section J, all of the BMO SB labor categories are either an individual labor category that is mapped to a single SOC and functional description or a labor category group that is mapped to multiple SOC Numbers and functional descriptions. The BMO SB labor category groups were established based upon BLS published data regarding similar direct labor compensation within a grouping of multiple SOC numbers and functional descriptions.

The Contractor shall become proficient in the use of the BLS SOC system in preparation for submitting Price Proposals under task order solicitations. OCOs will be trained by GSA in the use of the SOC direct labor pricing estimates for their task order requirements.

For each SOC, the BLS provides a National 50th Percentile estimate, a National 75th Percentile estimate, and a National 90th Percentile estimate. Also identified are the states where each occupation is paid the highest. While not identified on the BLS website, the BLS provides a 50th Percentile estimate, a 75th Percentile estimate, and a 90th Percentile estimate for each SOC in each state, metropolitan, and non-metropolitan area in the United States. This information will be incorporated into a reporting tool to be provided to OCOs and Contractors on the official GSA BMO SB webpage (webpage address will be provided after award).

Except for ODC labor as defined under Section B.3., when responding to a request for proposal under task order solicitations, regardless of contract type, the Contractor shall identify both Prime and Subcontractor labor using the BMO SB Labor Categories and corresponding SOC Number that applies.

The Contractor may deviate from the Level I, II, III, and IV, definitions in Section J., as long as the Contractor clearly identifies the deviation and qualification requirements in their proposals.

http://www.bls.gov/soc/

B.2.2 Fixed Price Task Orders

Fixed price is defined under Federal Acquisition Regulation (FAR) Subpart 16.2, Fixed-Price Contracts, and other applicable agency-specific regulatory supplements.

Offerors will propose firm fixed price (FFP) rates for all applicable Department of Labor (DOL) Bureau Labor Statistics (BLS) Service Occupation Classification (SOC) labor categories. Rates will be broken down by the base rate based on Contract Labor Standards (formerly known as Service Contract Act), Wage Rate Requirements Statute (formerly knows as Davis Bacon Act), Collective Bargaining Agreements, etc as applicable), health and welfare rates, overhead rates, general and administrative expense (G&A), and profit to show the fully burdened rates for the Washington, D.C. area. The Washington, D.C. Contract Labor Standards wage determination will be provided in the solicitation package for offerors to use in populating the price template provided with the solicitation. The template will show each offered labor category, direct rate, health and welfare rate, overhead, G&A, profit, and fully burdened rate. The fully burdened rates will be evaluated for reasonableness. Successful offerors will then be required to use the ceiling overhead, G&A and profit rates (percentages) as proposed in the price template, on all task orders to develop the fully burdened rates to be used at the order level utilizing the prevailing wage rates for the delivery areas of the task order. Future price adjustments will be to the base and health and welfare rates only at the task order level based on changes in the prevailing wage rates in accordance with the Fair Labor Standards Clause. .

Offerors will propose firm fixed price (FFP) labor rates for all applicable exempt labor categories (professional). These rates will be proposed as fully burdened ceiling rates since the base rate does not change with the delivery location for exempt labor categories. The fully burdened rates will be evaluated for reasonableness. Successful offerors will be required to use the fully burdened ceiling rates, as proposed in the price template, on all task orders. Offerors will propose rates for all exempt labor categories for the base contract and option periods (10 years), incorporating any proposed increases.

The pricing for the base and option years pricing will be evaluated for reasonableness by the BMO SB CO using available public market indicators.

B.2.3 Incentive Task Orders

Incentives are defined under FAR Subpart 16.4, Incentive Contracts, and other applicable agency-specific regulatory supplements. If contemplated, agencies will need to make the determination of standards for Incentive contract type task orders.

B.2.4 T&M and L-H Task Orders

Time and Materials (T&M) and Labor Hour (L-H) is defined under FAR Subpart 16.6, T&M and L-H Contracts, and other applicable agency-specific regulatory supplements.

The Contractor may provide separate and/or blended loaded hourly labor rates for prime Contractor labor, each Subcontractor, and/or each Division, Subsidiary, or Affiliate in accordance with the provisions set forth in FAR 52.216-29, FAR 52.216-30, or FAR 52.216-31. The OCO must identify which provision is applicable in the task order solicitation and or Contract Line Item (CLIN) and the Contractor must comply with the provision.

T&M and L-H task orders require the BMO SB standardized labor categories and their associated rates to be identified in the task order award document.

Other Direct Costs subcontract labor shall be proposed and awarded as Materials in accordance with FAR 52.232-7, Payments under Time-and-Materials and Labor-Hour Contracts.

B.2.4.1 Ceiling Rates for T&M and L-H Task Orders

When preparing solicitations for T&M and/or L-H task order Contract Line Item Numbers (CLINs), the OCO must select the following provision in the task order solicitation.

FAR 52.216-31 Time-and-Materials/Labor-Hour Proposal Requirements—Commercial Item Acquisition For organizations within DoD, when selecting FAR 52.216-29, the OCO must also select DFARs 252.216-7002, Alternate A.

The fully burdened T&M rate awarded at initial parent contract award shall serve as the basis for all future year pricing for those rates. Offerors will propose firm fixed price (FFP) labor rates for all applicable non-exempt and exempt labor categories (professional). The non-exempt labor categories will be proposed as fully burden rates using the ceiling rates as overhead, G&A and profit rates (percentages). The exempt labor rates will be proposed as fully burdened ceiling rates since the base rate does not change with the delivery location for exempt labor categories. The fully burdened rates will be evaluated for reasonableness. Successful offerors will be required to use the fully burdened ceiling rates, as proposed in the price template, on all task orders. Offerors will propose rates for all exempt labor categories for the base contract and option periods (10 years), incorporating any proposed increases. The pricing for the base and option years pricing will be evaluated for reasonableness by the BMO CO using available public market indicators.

B.3 Other Direct Cost (ODC) Support

Other ODC support, integral and necessary as part of a total integrated solution within the scope of BMO SB for which there is not a labor category specified in BMO SB or includes other direct costs such as travel, materials, equipment, subcontractors, etc., to obtain a total service solution, are allowable costs and may be included within an individual task order under BMO SB. The Contractor should propose and identify each other direct costs separately and the OCO should identify each ODC support service or other direct costs by a separate CLIN on the task order award.

The Contractor shall report in the BMO SB Management Module all Other Direct Cost Support (ODC) in accordance with Section G.3.2-BMO SB Reporting Module.

Agencies should follow agency specific polices as well as FAR Subpart 16.505 and Far Part 6 regarding competition requirements as it relates to ODCs.

B.3.1 Labor Subject to the Service Contract Labor Standards (formerly known as SCA)

The BMO SB labor categories are subject to the Service Contract Labor Standards (formally known as SCA) in accordance with FAR Subpart 22.10 and other applicable agency specific regulatory supplements, the OCO must identify such work in the task order solicitation and make a determination as to whether the Service Contract Labor Standard wage determinations are to be applied or not.

BMO SB does include clauses applicable to any Service Contract Labor Standard work that is within the scope of BMO SB.

B.3.2 Labor Subject to the Wage Rate Requirements (Formally known as DBA)

To the extent that any ODC’s for construction, alteration and repair are within the scope of BMO SB and subject to the Wage Rate Requirement in accordance with FAR Subpart 22.4 and other applicable agency specific regulatory supplements, the OCO must identify such work in the task order solicitation and make a determination as to whether the Wage Rate Requirement determinations are to be applied or not.

BMO SB does not include clauses applicable to any construction, alteration, or repair work that is part of a total solution within the scope of BMO SB. Subsequently, the OCO must incorporate the appropriate clauses and provisions in each task order solicitation and subsequent award when the Wage Rate Requirements, Bond Information and Miller Act applies.

B.3.4 Travel

Travel costs may be firm fixed price or reimbursed at actual cost in accordance with the limitations set forth in FAR 31.205-46 and other applicable agency-specific regulatory supplements. Unless otherwise directed by task order terms and conditions, the Contractor may apply indirect costs to travel consistent with the Contractor’s usual accounting practices.

Travel should not be reimbursable, except as provided in the following paragraphs: The services required by this contract are expected to be within the geographic boundaries of Zone 1. Zone 1 includes Delaware, Maryland, New Jersey, New York, Pennsylvania, Virginia, West Virginia and the District of Columbia. There will be no reimbursement for travel within the Zone 1.

Any reimbursable travel to be allowed must be authorized by the Ordering Contracting Officer (OCO) in advance as a contract change order. The Contracting Officer’s Representative (COR) and the Contractor shall establish, through bilateral contract modification, the allowable travel reimbursement per visit to sites in cities or locations outside of the Zone 1. In negotiating the fixed price for such travel, the allowable per diem cost should not exceed the rates set forth in the Federal Travel Regulations in effect at the time that the work order is negotiated. In addition, and to the extent the OCO authorizes reimbursable travel, all travel by privately owned vehicles outside of the GSA will be reimbursed on Federal Travel Regulations mileage rates.

No travel reimbursement outside of Zone 1 will be allowed without advance approval from the OCO unless the Contractor provides sufficient written evidence of costs incurred, including receipts, registers or other information as may be required by the COR.

B.3.5 Materials and Equipment

Material means property that may be consumed or expended during performance, component parts of a higher assembly, or items that lose their individual identity through incorporation into an end item.

Equipment means a tangible item that is functionally complete for its intended purpose, durable, nonexpendable, and needed for performance.

Materials and Equipment should be priced in accordance with the terms of the task order award, contract type, and applicable FAR and agency-specific regulatory supplements. Unless otherwise directed by task order terms and conditions, the Contractor may apply indirect costs to materials and equipment consistent with the Contractor’s usual accounting practices.

B.3.4 Subcontracting

For commercial items, subcontracting shall follow the procedures set forth in FAR Part 12, Acquisition of Commercial Items, and other applicable agency-specific regulatory supplements.

(End of Section B)

Section C –Description/Specifications/ Performance Based Statement of Work Statement

(PBSOW)

C.1 Background/Purpose:

The Building Maintenance and Operations contract is intended to provide Government agencies with an acquisition vehicle offering comprehensive coverage of services that fall under the building, maintenance and operations scope. This is a Performance Based Service Contract and the success of the contract depends on not only the satisfaction of the requirements and satisfaction of our customers. Rather than a mere list of activities, this PBSPW is a written expression of the BMO SB’s expectation of the service to be performed by the Contractor. A higher level of effective communication between the Government and Contractor is essential for partnering and performance based service contract to succeed. The success of this Contract is shared between the Government and the Contractor.

The service requirements identified in the section may be sought as a complete comprehensive requirement that may cross over multiple service categories, including other direct costs (ODCs), or may be sought as a single service or multiple services allowing agencies the option choose services that can be customized to meet unique needs. This is a Multiple Award Indefinite Delivery Indefinite Quantity (IDIQ) contract that may be used by federal agencies for all federal controlled space and assets. Task Orders (TO) issued against the parent contract for these services may use a variety of contract types including Firm Fixed Price (FFP), Time and Materials (T&M)/Labor Hour (LH), or a hybrid mix of contract types.

BMO SB is available for use by all federal agencies and other entities as listed in U.S. General Services Administration Order ADM 4800.2G, Eligibility to use GSA Sources and Supply; as amended.

C.2 Period of Performance

Period of Performance is for base period of five (5) years, with one option period of five (5) years, for a total contract period of ten (10) years and six (6) months (option to extend services).

C.3 Scope/Requirements

The scope of BMO SB covers the most commonly used services required for complete operation and maintenance of federal controlled space and assets. This contract will provide coverage for the entire geographic area of Zone 1, which includes Delaware, Maryland, New Jersey, New York, Pennsylvania, Virginia, West Virginia and the District of Columbia. The contractor must be able to provide coverage for the entirety of Zone 1.

C.4 Performance Objectives

The services covered under this scope is divided into two separate “Service Groups” (1) Operations and Maintenance and (2) Facility Support Services. Under each Service group there are services that have been identified as required and optional. The required services under each service group are the minimum services the contractor must be able to provide in order to compete for a contract under this solicitation. The optional services are additional services the contractors can offer as part of a total solution (see evaluation section). The diagram below identifies all services in this scope and shows which Service Group each service falls under:

The IDIQ contract requires the contractor to possess the capability and capacity to perform tasks or manage with subcontractor support described in the below following service category descriptions. This contract is intended to offer government agencies services as a standalone as well as an all inclusive solution for various task order types. The contractor is responsible for the efficient, effective, economical and satisfactory operation, scheduled and unscheduled maintenance, and repair of equipment and systems. The contractor shall provide at a minimum all management, supervision, labor, materials, repair parts, tools and equipment/supplies, administrative support and shall plan, schedule, coordinate and ensure effective and economical completion of all work and services specified in this contract to perform the following services:

C.5 Service Category Descriptions

C.5.1 Operations and Maintenance (O&M)

C.5.1.1 HVAC Maintenance (Required Service)

Services relating to the maintenance, repair and operation of heating, air conditioning, and ventilation systems, including chillers, boilers, radiators, refrigeration compressors, refrigeration units, water treatment, air ducts, Central Utility Plant (CUP), heat pumps and air handlers and or/ such equipment determined critical by the OCO or designee. Services include but not are limited to cleaning; air balancing; monitoring and maintenance of Building Automation Systems, controls and monitoring equipment, restoration and de-contamination of HVAC systems or any combination; materials; tools;

transportation; supervision and labor to perform all repairs; implementation and documentation of periodic preventative maintenance (PPM); and emergency service work calls to ensure continual operations of all primary systems, air handling equipment, terminal units and associated HVAC and controls equipment.

C.5.1.2 Plumbing and Pipefitting (Required Service)

Services related to the maintenance, repair and operation of plumbing, sanitary, sewage systems, storm water drainage systems, and central drinking water cooling and flitration systems. Services include but are not limited to maintenance and repair of all types of high temperature water and high-pressure piping systems (e.g. hydraulic, nitrogen, oxygen, steam heating, steam-generating systems, etc), utility systems, supply systems, disposal systems, plumbing fixtures, plumbing fittings, and equipment such as sewage, water, gas, and oil lines, compressed air, vacuum, and acid systems, water closets, water heaters, hydrants, back flow preventers, valves, pumps and pipes.

C.5.1.3 Elevator Maintenance (Optional Service)

Services related to the maintenance, repair and operation of all types of elevator and escalator equipment (including hydraulic ram and dumbwaiter elevators). Services include but are not limited to the performance of full repair and maintenance services including maintenance or repair of all mechanical devices and lighting, fixtures, ballast, bulbs, lamps, tubes, intercoms, telephone devices, wiring, appurtenances mounted in or on the car, fans, air conditioning units, security systems, lenses switches, lens plates, push buttons, doors, hoistway and car doors, guides and operating devices;

hoisting machines, sheaves and brakes, motors and motor generator sets; hoisting ropes, governor ropes, safety ropes, compensation ropes, operating cables, governors, safeties, interlock and contacts, guide rails and oiling devices, terminal, slowdown and leveling devices, elevator cars, counterweights, and buffers, machine rooms, hoist ways and pits, automatic and manual emergency fire service (phase I and II) and emergency power operations.

C.5.1.4 Electrical Maintenance (Required Service)

Services related to the maintenance, repair and operation of electrical systems including instruments, apparatus and equipment. Services included but are not limited to power distribution equipment (switchgear, power panels) and backup/emergency electrical systems (uninterruptible power supply, generator) motors and controls, lighting systems, motor control centers, automatic transfer switches, transformers, electrical disconnects, circuit breakers, re-lamping, fabricating, alteration, frequency drives and testing.

C.5.1.5 Fire Alarm System Maintenance and Repair (Optional Service)

Services related to the maintenance, repair and operation of fire alarm systems. Services include but are not limited to the performance inspection, testing, and repair of a variety of fire alarm and notification systems, equipment and components such as manual alarm devices, smoke and heat detectors, tamper switches, pressure switches, water flow switches, remote and graphic annunciators, main fire alarm panel and components, voice alarm system, fire rated partition and assemblies, speakers and horns and other audible and visual devices, wiring circuits and junctions, all other alarm, detection and control and ancillary devices, and emergency power operations.

C.5.1.6 Fire Suppression (Water Based) System Preventative Maintenance and Repair Services

(Optional Service)

Services related to the maintenance, repair and operation of water based fire suppression systems.

Services include but are not limited to the performance inspection, testing and preventive maintenance or repair services of all mechanical devices including valves, sprinklers, couplings, piping and connections, water motor gongs and alerting devices, tamper switches, pressure switches, water-flow switches, standpipes, backflow preventers, private fire service mains, fire dampers, pumps, test headers, kitchen exhaust fume hoods, grease ducts and food preparation equipment.

C.5.1.7 Roofing Services (Optional Service)

Services related to the maintenance, repair and operation of roofing structures and surfaces. Services include but are not limited to the performance of warranty/monitoring, roof maintenance, roof inspection, roof drains maintenance, installation and site preparation, gutter cleaning, design assistance for roof information management system; green roofing maintenance, training and consultation; asbestos core testing; moisture analysis; wind uplift testing; and infrared scanning.

C.5.1.8 Building Management Services (Optional Service)

Services related to facilities management, consulting, contractual and regulatory compliance, quality assurance, quality control, risk management, safety continuous improvement and the application of best practices. Services include but are not limited to property and facilities management, maintenance of a service call system, including logs, responses and tracking, planning, monitoring, scheduling, reporting of ongoing activities, costs/schedule tracking, clerical, administrative support, conditions assessment services and quality control software support services, BAS and Smart Building Support and computer and/or facilities management systems. The service will include adequate staff of personnel and alternates as required, with the necessary management expertise to assure performance of the work in accordance with sound and efficient management practices.

C.5.1.9 Architectural and Framework Building Maintenance Services (Optional Service)

Services related to the maintenance and repair to the structural and framework of buildings. Services include are but not limited to interior and exterior painting, flooring replacement (e.g. carpet, tile, hardwood, laminate, etc), carpentry work, masonry work, picture hanging, locksmith services (including repining lock cylinders and cutting keys)architectural, structural, and maintenance repairs to the interior and exterior of the facility including but not limited to: exterior walls, roofing, flashing, skylights, chimneys, ventilators (and other items that pierce the roof), gutters, down spouts, splash blocks, overhangs, sidewalks, driveways, roads, curbing, parking areas, patios, exterior stairways. interior walls, floor coverings, concrete floors, hardwood flooring, carpeting, ceramic tile, interior stairways, ceilings and ceiling tile, window blinds and shades, doors, and windows

C.5.1.10 Commissioning Services (Optional Service)

Services related to the commissioning of buildings. Services include but are not limited to comprehensive building commissioning services on major modernization projects, and existing energy consuming buildings and facilities designed to ensure the building systems are designed and built to operate as efficiently as possible. This includes re-commissioning, retro-commissioning services metering and auditing. Energy efficient buildings certification programs such as LEED may be included.

C.5.1.11 Elevator Inspection Services (Optional Service)

Services related to the inspection of all elevator and vertical transportation. Services include but are not limited to the performance of complete independent inspection and testing of a variety of vertical transportation such as elevators, escalators, dumb waiters, wheelchair lifts, and moving walkways, and include, but are not limited to systems, periodic testing, equipment and components such as hoist way and car doors, guides and operating devices; hoisting machines, sheaves and brakes, motors and motor generator sets; hoisting ropes, governor ropes, safety ropes, compensation ropes, operating cables, governors, safeties, interlock and contacts, guide rails and oiling devices, terminal, slowdown and leveling devices, elevator cars, counterweights, and buffers, machine rooms, hoist ways and pits, automatic and manual emergency fire service (phase I and II) and emergency power operations.

C.5.2 Facility Support Services

C.5.2.1 Janitorial (Required Service)

Services related to internal and external daily and routine building cleaning and inspection work.

Services include but are not limited to sweeping, scrubbing, waxing, window washing (interior and exterior), walls washing, dusting and polishing furniture and fixtures, sanitation and stocking, trash removal, recycling, hard floor and specialty floor care, including stripping and recoating, emptying waste cans and replacement of supplies through stocking (i.e. for toilet paper, paper towels, etc.) of all federal spaces. Services shall incorporate environmentally sustainable practices (i.e., green cleaning) to the extent practicable

C.5.2.2 Landscaping/Grounds Maintenance (Required Service)

Services related to grounds and roads maintenance including snow removal, courtyards, parking areas, landscape maintenance, fence maintenance, and tree trimming. Services include but are not limited to the planning, development, maintenance, management and operations of grounds at or on Federal facilities and/or properties. These services include but not limited to mowing, lawn sprinkler systems maintenance, planting, seeding, fertilizing, raking, mulching, watering, pruning, weeding, aerating, planting, trimming, tree and plant removal, mulching, clearing of snow from parking areas, sidewalks, campuses wildlife management and applicable road areas, and application of salt, ice melt or sand to reduce slip hazards, cleaning of retention ponds, bio-filters swales and gullies, and all services related to grounds maintenance. Services shall incorporate environmentally sustainable landscaping principles to the extent practicable, including those identified in the Guidance for Federal Agencies on Sustainable Practices for Designed Landscapes and Supporting the Health of Honey Bees and Other Pollinators.

C.5.2.3 Pest Control (Optional Service)

Services related to maintenance pest control systems and removal of all pests following Integrated Pest Management (OMP) practices. Pest control services provided under this contract must conform to the Integrated Pest Management (IMP) principles. These practices include monitoring and identifying pests, preventing infestation and controlling pests.