Amendment_5_-_Final__BMO_Unrestricted_Phase_II_Zones_2-6_RFP_GS06Q-17-RL-0003.pdf

BMO UNRESTRICTED SOLICITATION

Zones 2 through 6

REQUEST FOR PROPOSAL

Solicitation No: GS06Q-17-RL-0003

Issue Date: October 7, 2016

Closing Date: December 15, 2016

Building Maintenance and Operations (BMO)

Strategic Sourcing Solution

The U.S General Services Administration (GSA) is embarking on a Strategic Sourcing Solution for Building Maintenance and Operations (herein BMO) services. BMO is issuing an Unrestricted Request for Proposal (RFP) for the proposed acquisition solution for the purposes of receiving proposals. 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.

Table of Contents Part I - The Schedule

Section A - Solicitation/Contract Form Section B – Services or Services and Prices/Costs

B.1 Background B.1.1Authority B.1.2 Contract Type B.1.3 Minimum Contract Guarantee and Maximum Contract 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.2.2.1 Non-Exempt Labor Categories B.2.2.1.1 Unusual Conditions/Circumstances for Non-Exempt Labor Categories B.2.2.2 Exempt Labor Categories B.2.3 Incentive Task Orders B.2.4 T&M and LH Task Orders B.2.4.1 Ceiling Rates for T&M and LH 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.3.3 Travel B.3.4 Materials and Equipment B.3.5 Subcontracting

Section C – Description/Specifications/Performance Based Statement of Work Statement (PBSOW) 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 & Maintenance (O&M) C.5.1.1 HVAC Maintenance (Required Service) C.5.1.2 Plumbing and Pipefitting (Required Service) C.5.1.3 Electrical Maintenance (Required Service) C.5.1.4 Elevator Maintenance (Required Service) C.5.1.5 Fire Alarm System Maintenance and Repair (Optional Service) C.5.1.6 Fire Suppression 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.5.1.12 Facility Support Services (Optional Service) C.5.1.13 Other Facilities Management-Related Services (Optional Service) C5.2 Facility Support Services C.5.2.1 Janitorial (Required Service) C.5.2.2 Landscaping/Grounds Maintenance (Required Service) C.5.2.3 Cemetery Maintenance (Optional Service) C.5.2.4 Pest Control (Optional Service)

C.5.2.5 Waste Management and Recycling Services (Optional Service) C.6 Other Direct Costs (ODCs) C.7 Services Not Within Scope C.8 Operating Constraints - Contractor Special Requirements C.9 Definitions C.9.1 Above Basic Services C.9.2 Acceptance C.9.3 Acts of God C.9.4 Additional Services C.9.5 Advanced Meters C.9.6 Advanced Metering Systems C.9.7 Approval C.9.8 Basic Services C.9.9 Building C.9.10 Building Automation System (BAS) C.9.11 Building Operating Plan C.9.12 Cleanable Square Feet C.9.13 Commissioning C.9.14 Complete Inventory C.9.15 Component-Level Inventory C.9.16 Computerized Maintenance Management System (CMMS) C.9.17 Consumable Parts C.9.18 Contracting Officer (CO) C.9.19 Contracting Officer's Representative (COR) or Designee C.9.20 Contractor C.9.21 Contractor’s Other Than Normal Working/Duty Hours C.9.22 Controls and Control System C.9.23 Corrective Maintenance C.9.24 Defective Service C.9.25 Emergency C.9.26 Emergency Callback C.9.27 Environmentally Preferable C.9.28 Existing Deficiency List Report C.9.29 Exterior C.9.30 Federal Executive Holidays, Unanticipated C.9.31 Federal Green Building Requirements - Guiding Principles for Federal Leadership in High Performing Sustainable Buildings C.9.32 Federal Holidays C.9.33 Furnishings C.9.34 General Programs C.9.35 Green Cleaning C.9.36 GSA Green Purchasing Program (GPP) C.9.37 HVAC Operations Manual C.9.38 Indefinite-Quantity C.9.39 Landscape Irrigation Systems

C.9.40 LEED-EB

C.9.41 Maintenance Repair C.9.42 Miscellaneous Work C.9.43 Modification of Contract

C.9.44 Negligence C.9.45 Non-Reimbursable Repair C.9.46 Normal Working Hours C.9.47 Occupant Emergency Plan (OEP) C.9.48 Ongoing Commissioning C.9.49 Open Systems C.9.50 Operations C.9.51 Ordering Contracting Officer (OCO) C.9.52 Ordering Official C.9.53 Partial Inventory or Equipment List C.9.54 Performance-Based Statement of Work (PBSOW) C.9.55 Police Outside Areas C.9.56 Predictive Maintenance C.9.57 Preventive Maintenance (Scheduled and Unscheduled) C.9.58 Preventive Maintenance (PM) Inventory C.9.59 Product Preference C.9.60 Punch List C.9.61 Quality Assurance Surveillance Plan (QASP) C.9.62 Quality Control Plan C.9.63 Repair C.9.64 Reimbursable Repair C.9.65 Sanitize C.9.66 Sequence of Operations C.9.67 Service Calls C.9.68 Service Request C.9.69 Stewardship C.9.70 Supervisor, On-site C.9.71 Tour C.9.73 Watch C.10 References

Section D - Packaging and Marking D.1 Packaging 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

Section G - Contract Administration Data 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 BMO Contract Administration Representative G.2.8 Contractor Authorized Negotiator/Point of Contact G.3 Contract Administration Requirements G.3.1 Contract Access Fee (CAF) G.3.2 CAF Payment Data G.3.3 Contract Transactional Data G.3.4 Closeout Data G.3.5 Subcontracting Plan G.3.6 Contractor Performance Assessment Reporting System (CPARS)

G.3.7 BMO 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 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 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 Security Clearance Requirements H.12.1 Facility Clearance Level H.12.2 Employee Security Clearance

H.12.2.1 HSPD-12

H.12.2.2 Security Requirements and Personal Identity Verification Procedures (Non-Classified Contract) H.12.3 Qualifications of Employees H.13 Suitability Determinations H.13.1 Compliance with Security Requirements H.13.2 Identification Credential H.13.3 Escort Requirements H.13.4 Standards of Conduct H.13.5 Removal from Contract Work H.13.6 Sensitive But Unclassified (SBU) Information H.13.7 Recording Presence H.13.8 Government Forms H.13.9 Other Contractors

H.13.10 Ordinances, Taxes, Permits, and Licenses H.13.11 Discrepancy in the Specifications H.14 Sustainable Products and Services H.14.1 Green Purchases H.14.2 Recycled Content Certification H.14.3 Recycled Content Product Purchase Annual Reporting H.15 Facility Support Training Requirements H.16 LEED Requirements

H.16.1 LEED-EB

H.16.2 LEED reporting and requirements H.17 Asbestos Awareness Training H.18 Uniforms H.19 Personnel Qualifications H.19.1 Personnel Training H.19.2 Re-Tuning Training H.19.3 Miscellaneous Requirements H.19.4 Submission of Resumes for New Employees H.19.5 State Licensing H.19.6 Compliance with Federal, State, and Local Codes H.19.7 Government Furnished Materials H.20 Requirements for Network Connection H.20.1 Use of Government Information Technology H.20.2 Contractor Furnished Materials H.21 Contractor Responsibilities H.21.1 Supervisors H.21.2 Communication H.21.3 Exposure Control Program H.22 Additional Services Indefinite-Quantity Provisions H.22.1 General H.22.2 Price Proposal for Additional Services Work H.22.3 Subcontracts H.22.4 Cost Documentation, Competitive Bids, Method of Ordering and Invoicing H.23 Strike Contingency Plan (SCP) H.24 Occupant 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 Webpage H.31 Contractor BMO 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

Part II – Contract Clauses

Section I - Contract Clauses I.1 Task Order Clauses I.2 BMO Clauses I.3 FAR and GSAR Clauses in Full Text

Part III - List of Documents, Exhibits and Other Attachments

Section J - List of Attachments Attachment J.1 Standard Form 33 (SF33) Attachment J.2 Proposal Checklist Attachment J.3 Self-Scoring Worksheet Attachment J.4 Standardized Labor Categories and Definitions Attachment J.5 BMO Product Service Codes (PSCs) Attachment J.6 Sustainable Product List Attachment J.7 Pre-award Survey (SF 1408) Attachment J.8 Past Performance Rating Survey Attachment J.9 Price Template - Zone 2 Attachment J.9.1 Wage Determination - Boston Attachment J.10 Price Template - Zone 3 Attachment J.10.1 Wage Determination - Atlanta Attachment J.11 Price Template - Zone 4 Attachment J.11.1 Wage Determination - Houston Attachment J.12 Price Template - Zone 5 Attachment J.12.1 Wage Determination - San Francisco Attachment J.13 Price Template - Zone 6 Attachment J.13.1 Wage Determination - Chicago Attachment J.14 Relevant Project Experience Template Attachment J.15 Relevant Project Experience Template Matrix Attachment J.16 Project Zone Coverage Template Attachment J.17 Quality Assurance Surveillance Plan Attachment J.18 Sub-Contracting Plan Template Attachment J.19 GSA Form 527 Attachment J.20 Contractor Key Personnel Contact Information

Part IV - Representations and Instructions

Section K – Representations, Certifications and Other Statements of Offerors or Respondents K.1 FAR Provisions Incorporated by Reference

K.2 FAR Clauses Incorporated by Reference K.3 FAR Provisions Provided in Full Text

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 L.3 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 Instructions 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 33 (SF33) M.4.1.2 Proposal Checklist M.4.1.3 Self-Scoring Worksheet M.4.1.4 Contract Teaming Agreement Commitment Letters CTACL, if applicable M.4.1.5 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 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 General Information 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 Points Relevant Project Experience with Subcontracting/Teaming with Small Business 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 . 148 M.4.3.2.8 Additional Evaluation Criteria Points Relevant Project Experience with Innovative Approaches to Savings . 148

M.4.4 Project Zone Coverage M.4.4.1 Pass/Fail Requirements for Project Zone Coverage 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 Pass/Fail Sustainability Plan M.4.9.2 Additional Evaluation Criteria for Innovative Sustainable Practices M.4.10 Subcontracting Plan M.4.10.1 Pass/Fail Small Business Subcontracting Plan M.4.11 Past Performance M.4.11.1 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 - Solicitation/Contract Form

“Reserved for SF33 - See ATTACHMENT J.1 – STANDARD FORM 33”

Section B – Services or Services and Prices/Costs

B.1 Background

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.

Strategic Sourcing, chartered under the purview of the Federal Government’s Chief Acquisition Officers Council (CAOC), is governed by the Category Management Leadership Council (CMLC, formerly known as Strategic Sourcing Leadership Council, SSLC). The Office of Federal Procurement Policy (OFPP) oversees the CMLC. Many agencies actively participate in Strategic Souring through the Community of Practice (COP) and through Commodity Councils that provide user input to various Strategic Sourcing procurement activities.

At its core, the Strategic Sourcing program strives to implement a commodity management approach to federal procurement. The U.S. General Services Administration (GSA) is embarking on a Federal Strategic Sourcing Initiative (FSSI) for Building Maintenance and Operations (herein BMO) services.

BMO is one of several commodity groups that 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 Officers Council (CAOC) to provide for strategic sourcing on a government-wide basis, seeks to establish a Multiple Award IDIQ for services relating to Building Maintenance and Operations (BMO). BMO services were identified as a high-spend area in a U.S. Government Accountability Office report on strategic sourcing, dated April 2013. BMO 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 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 HVAC Maintenance Architectural and Framework Building

Maintenance Services Plumbing and Pipefitting Commissioning Services Elevator Maintenance Elevator Inspection Services Electrical Maintenance Janitorial Fire Alarm System Maintenance and Repair Landscaping/Grounds Maintenance Fire Suppression System Preventative Maintenance and Repair

Cemetery Maintenance

Roofing Services Pest Control Building Management Services Waste Management and Recycling Services Other Facilities Related Services

B.1.1Authority

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

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

B.1.2 Contract Type

BMO 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 4800.2H, Eligibility to Use GSA Sources of Supply and Services, as amended.

BMO 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. FP/Labor- Hour etc.). Additionally, task orders may include incentives, performance based measures, multi-year and/or option periods.

B.1.3 Minimum Contract Guarantee and Maximum Contract Ceiling

(a) Minimum. The minimum contract guarantee amount is $2,500 in aggregate task order value per contract for the full term of the contract. The exercise of the option period does not re-establish the minimum guarantee amount.

(b) Maximum. The maximum contract ceiling value of all contracts resulting from this multiple award procurement is established at $27 Billion.

(c) The Government has no obligation to issue task orders to the Contractor beyond the minimum guarantee amount specified in paragraph (a) above.

(d) The minimum guarantee amount is fully satisfied through a single or combination of awarded task orders reaching the amount identified in paragraph (a) above.

(e) Should the contract expire or be unilaterally terminated for convenience by the Government without the contractor receiving the minimum guarantee amount, the contractor may present a claim to the contracting officer for an amount not to exceed the minimum guarantee amount. The minimum guarantee amount is not applicable if the contract is terminated for cause or is bilaterally cancelled by the parties. The contractor has one year after contract termination or expiration to submit their claim to the contracting officer or waives entitlement.

See clauses 52.216-19 Order Limitations and 52.216-22 Indefinite Quantity.

B.1.4 Contract Access Fee (CAF)

GSA operating costs associated with the management and administration of BMO 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 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 task order. Agencies should use their own policies for higher risk contracts (e.g. T&M) to identify fair and reasonable pricing.

B.2.1 Labor Categories and Standard Occupational Classifications

BMO provides standardized labor categories (See Attachment J.4 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.

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

In accordance with Section J, all of the BMO 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 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 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 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.

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. The OCO must determine fair and reasonable pricing for all fixed price task orders.

B.2.2.1 Non-Exempt Labor Categories

Offerors will propose labor rates for all applicable Department of Labor (DOL) Bureau Labor Statistics (BLS) Service Occupation Classification (SOC) labor categories. Fully burdened rates shall be comprised of a prevailing wage rate [Service Contract Labor Standards Statute (formerly known as Service Contract Act), Construction Wage Rate Requirements Statute (formerly known as Davis Bacon Act), Collective Bargaining Agreements, etc. as provided by the OCO], health and welfare rate, and Regional Multiplier. Non-exempt labor categories shall use the prevailing wage rate as the offeror’s direct labor/base rate for the locality in which work will be performed at the task order level. Future price adjustments will be to the prevailing wage rates only in accordance with the Fair Labor Standards Clause. The offeror's Regional Multiplier is a ceiling percentage that will not be exceeded, however the Regional Multiplier can be negotiated lower than the ceiling percentage at the task order level

The Regional Multiplier is inclusive of all costs (i.e. overhead, general and administrative, other costs, profit, etc.) an offeror may need to apply to non-exempt labor categories when proposing at the task order level. See Section M, Evaluation Factors for Award, of the Solicitation for information on how BMO pricing will be evaluated.

NOTE: The health and welfare rate within a wage determination will only be utilized if the contactor is not already providing health and welfare to their employees in the form of another benefit package.

B.2.2.1.1 Unusual Conditions/Circumstances for Non-Exempt Labor Categories

Based on unusual conditions and/or requirements within a specific Task Order (TO), only the agency OCO is authorized to allow an offeror to exceed the prevailing wage rate (that was established as the direct labor/base rate), before applying the Regional Multiplier. Examples of when an OCO may allow an offeror to exceed the prevailing wage rate include, but are not limited to: severe labor shortages in a given locality, facilities that require a heightened security clearance (i.e. secret, top secret), etc. When such authority is implemented, the OCO shall follow the policies and methods found in FAR Subpart 15.4, Contract Pricing, in making a fair and reasonable pricing determination. The purpose of the aforementioned authority is to allow OCO’s to account for unusual conditions and/or requirements that exist within their respective project.

NOTE: Prior to deviating from a prevailing wage rate, offerors shall always provide to the OCO and the GSA BMO CO the detailed rationale in all instances if, and when, a direct labor/base rate is exceeded.

While this authorization will come from the OCO, the BMO CO will closely monitor such occurrences to look for trends and/or misuse. Abuse of this may result in the contractor being place in dormant status and/or being off-ramped.

B.2.2.2 Exempt Labor Categories

Offerors shall propose labor rates for all applicable exempt labor categories (professional). These rates shall be proposed as fully burdened ceiling rates since the base rate does not change with the delivery location for exempt labor categories. See Section M, Evaluation Factors for Award, of the Solicitation for information on how BMO pricing will be evaluated.

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 LH Task Orders

Time and Materials (T&M) and Labor-Hour (LH) is defined under FAR Subpart 16.6, T&M and LH 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 LH task orders require the BMO 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 52.212-4 and 52.212-4 Alternative I (May 2014).

B.2.4.1 Ceiling Rates for T&M and LH Task Orders

When preparing solicitations for T&M and/or LH 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.

Rates awarded on the BMO IDIQ contract shall serve as the basis for all future year pricing regardless of task order contract type. See Section M.6 of the Solicitation for how offered pricing shall be proposed at the IDIQ level.

The quantity of hours ordered for each labor category will be specified as deliverable hours billable at the rates specified in the contract or as negotiated if lower rates are proposed for the task order. The cumulative extended total of all items ordered will define the order ceiling price. Travel and ODCs may be estimated at the task order level, when applicable and authorized in advance by the OCO. Profit on travel and ODCs is not allowable. The Government will not reimburse the contractor for costs incurred beyond the ceiling price, for hours not delivered, for hours delivered but in excess of quantities ordered for a particular labor category or for travel and ODCs exceeding the ordered amount.

B.3 Other Direct Cost (ODC) Support

ODC support, integral and necessary as part of a total integrated solution within the scope of BMO for which there is not a labor category specified in BMO 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. 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 FAS Sales Reporting System all Other Direct Cost Support (ODC) in accordance with Section G.3.3 Contract Transactional Data.

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

The BMO labor categories are subject to the Service Contract Labor Standards (formerly 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 does include clauses applicable to any Service Contract Labor Standard work that is within the scope of BMO.

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 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 does not include clauses applicable to any construction, alteration, or repair work that is part of a total solution within the scope of BMO. 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.3.3 Travel

Travel costs may be fixed price or reimbursed at actual cost in accordance with the limitations set forth in FAR 31.205-46, Travel Costs, and other applicable agency-specific regulatory supplements. To the extent authorized in the task order, Contractors may apply indirect costs to travel in accordance with the Contractor’s usual accounting practices and consistent with FAR 31.2. Profit shall not be applied to travel costs.

The services required by this contract are expected to be within the geographic boundaries of each Zone (see C.3) and require no travel. However, Contractor personnel may be required to travel to support the requirements of this contract as stated on individual task orders. For those task orders requiring travel, the Contractor shall include estimated travel requirements in the proposal as required by the OCO. Any reimbursable travel to be allowed must be authorized by the Ordering Contracting Officer (OCO) in advance. No travel reimbursement outside of each Zone will be allowed without advance approval from the OCO.

B.3.4 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.3.5 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 the satisfaction of the requirements and satisfaction of our customers. Rather than a mere list of activities, this Performance Based Statement of Work (PBSOW) is a written expression of the BMO’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 this 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 to choose services that can be customized to meet unique needs. This is a Multiple Award Indefinite-Delivery Indefinite-Quantity (MA-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 Fixed Price (FP), Time and Materials (T&M)/Labor-Hour (LH), or a hybrid mix of contract types.

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

C.2 Period of Performance

Period of Performance is from the date of Notice-to-Proceed through five (5) years, with one option period of five (5) years, for a total contract period of ten (10) years with 52.217-9, Option to Extend the term of the Contract (additional 6 month term, if exercised).

C.3 Scope/Requirements

The scope of BMO 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 five (5) independent geographic zones designated below. Zones will be awarded to offerors by CLIN. Multiple awards may be made in each CLIN. Offerors are to submit a single (1) proposal identifying the zone or zones provided. Offerors must be able to provide coverage to all locations within a proposed zone to qualify for that zone.

CLIN Zone Geographic Area of Coverage Z2 Zone 2 Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, Vermont Z3 Zone 3 Florida, Georgia, North Carolina, South Carolina Z4 Zone 4 Oklahoma, Texas Z5 Zone 5 California, Nevada Z6 Zone 6 Illinois, Iowa, Kansas, Missouri, Nebraska

C.4 Performance Objectives

Services covered under this scope are divided into two separate Service Groups; Operations & Maintenance (O&M) and Facility Support Services (FSS). Under each Service Group there are services that have been designated as required or optional. The required services are the minimum services the offeror must be able to provide in order to compete for a contract under this solicitation. The optional services are additional services offerors can provide as part of a total solution (see evaluation section).

The diagram below identifies all Service Categories within scope labeled as required or optional. The diagram below identifies both Service Groups and the services that fall under each. Offerors may provide proposals for one or both service groups. If an offeror is proposing both service groups the offeror shall submit one proposal under O&M, including the FSS as optional services; however all required O&M and required FSS services would need to be proposed.

BMO SERVICE CATEGORIES

Operations & Maintenance Facility Support Services Required Required HVAC Maintenance Janitorial Plumbing and Pipefitting Landscaping/Grounds Maintenance Electrical Maintenance Elevator Maintenance Optional Optional Fire Alarm System Maintenance and Repair Cemetery Maintenance Fire Suppression System Preventative Maintenance and Repair

Pest Control

Roofing Services Waste Management and Recycling Services Building Management Services Architectural and Framework Building Maintenance Services

Commissioning Services Elevator Inspections Services Facility Support Services (Required FSS – Janitorial and Landscaping/Grounds Maintenance; Optional FSS – Cemetery Maintenance, Pest Control, and Waste Management and Recycling Services

Other Facility Management Related Services

This IDIQ contract requires the contractor to possess the capability and capacity to perform, or manage with subcontractor support, the tasks 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 & 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 filtration 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, backflow preventers, valves, pumps and pipes.

C.5.1.3 Electrical Maintenance (Required Service)

Services related to the maintenance, repair and operation of electrical systems including instruments, apparatus and equipment. Services include, 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.5.1.4 Elevator Maintenance (Required 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.5.1.5 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 System Preventative Maintenance and Repair Services (Optional Service)

Services related to the maintenance, repair and operation of water, dry, or chemical 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, but are 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, downspouts, 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, dumbwaiters, wheelchair lifts, and moving walkways, and include, but are not limited to systems, periodic testing, equipment and components such as 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, hoistways and pits, automatic and manual emergency fire service (phase I and II) and emergency power operations.

C.5.1.12 Facility Support Services (Optional Service)

Facility support services (Required: Janitorial, Landscaping/Grounds Maintenance, Optional: Cemetery Maintenance, Pest Control, and Waste Management and Recycling Services) may be offered in combination with the Operations & Maintenance services.

C.5.1.13 Other Facilities Management-Related Services (Optional Service)

Other Facilities Management Related Services includes requirements not specifically covered by another service category. Services may include, but are not limited to, specialized service combinations not previously grouped together, occupations involving new tasks or procedures not identified in the service categories but categorically related to the scope of facilities maintenance, and/or the maintenance of systems required to preserve and maintain the integrity of a building and the safety of those operating within.

C5.2 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,…