0B SOFGSD Section M (Draft 20250904).docx
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- Attached to
- SOFGSD DRAFT CANCELLED - MOVED TO H9240026RE001 Federal contract opportunity
- Solicitation number
- H9240025RE002
- Issued by
- United States Special Operations Command
About this file
This document is a draft Section M Evaluation Process for the SOF Global Services Delivery (SOFGSD) Solicitation, Solicitation Number H9240025RE002. The U.S. Special Operations Command (USSOCOM) intends to award a multiple-award Indefinite Delivery Indefinite Quantity (IDIQ) contract to at least the top ten highest-scored offerors, using a Highest Technically Rated Offer (HTRO) approach. The evaluation process involves a two-step methodology: first, an acceptability review to ensure solicitation conformance, and second, a ranking based on self-scored technical proposals validated by the government.
The technical evaluation will assess seven scoring categories, including total positions on work samples, concurrent performance at geographic sites, hiring speed, labor category coverage, Statement of Work requirements alignment, personnel retention, and Contractor Performance Assessment Reporting System (CPARS) ratings. Offerors must provide substantiating documentation for their self-scoring, with the burden of proof resting on the offeror. The government will conduct a price evaluation to determine fair and reasonable pricing for the top-ranked offerors. Key dates include an Industry Day on 16 June 2025, with the final RFP anticipated for release in early July 2025, and the evaluation process designed to select contractors with varying core expertise across multiple service disciplines.
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DRAFT – H9240025RE002
M-1 EVALUATION PROCESS
M1.1 INTRODUCTION
This section outlines the criteria the Government will use in evaluating the offeror’s proposals for the SOFGSD contracts. The Government will evaluate each offeror’s capabilities and proposal elements against the evaluation criteria set forth below. This is a best value source selection in accordance with Federal Acquisition Regulation (FAR) Part 15, Contracting by Negotiation, as supplemented by the Defense Federal Acquisition Regulation Supplement (DFARS), and the Special Operations Federal Acquisition Regulation Supplement (SOFARS).
M1.2 EXCHANGES
M1.2.1 Initial proposals must contain the best and final offer as the Government plans to award without discussions. The Government may conduct clarifications as described in FAR 15.306. The Government reserves the right to conduct discussions if determined necessary.
M1.2.2 Should exchanges be conducted, the Offeror’s response(s) to Evaluation Notices (ENs) will be considered in making the award selection decision. The Government may conduct exchanges either orally or in writing, and may issue questions to some, none, or all Offerors.
M1.2.3 Any discrepancies (defined as: difference between conflicting facts or claims or opinions) will be treated as clarifications but may not result in any changes to the proposal or submission of new supporting documentation.
M1.3 SOLICITATION REQUIREMENTS, TERMS, AND CONDITIONS
Offerors are required to meet all solicitation requirements, such as terms and conditions, representation and certification, and technical requirements, in addition to those requirements identified in Volumes II and III. Failure to comply with the terms and conditions of the solicitation may result in the Offeror being ineligible for award. Offerors must clearly identify any exception to solicitation terms and conditions and must provide complete supporting rationale. The Government reserves the right to determine any such exceptions as unacceptable.
M2.0 BASIS FOR CONTRACT AWARD
M2.0.1 The Government intends to award a multiple-award Indefinite Delivery Indefinite Quantity (IDIQ) contract to at least the top ten highest scored offerors, including ties, so long as at least ten proposals are determined eligible for award. Award will be made to the Offerors whose proposals are the best value to the Government based upon a Highest Technically Rated Offer (HTRO) approach. The HTRO approach will best achieve the objective of awarding a contract to the Offerors of varying core expertise in a variety of service disciplines with qualities that are most important to USSOCOM.
M2.0.2 The Government intends to strictly enforce all the proposal submission requirements outlined in Section L. Failure to comply with these requirements may result in an Offeror’s proposal being non-compliant to the Solicitation and rejected.
M2.1 GENERAL EVALUATION PROCESSES
Given the nature of this source selection approach, the Government does not intend to conduct discussions. However, the Government reserves the right to request clarifications if needed. The Government will conduct an evaluation process as stated below.
M2.1.1 STEP ONE: An acceptability (solicitation conformance) review will take place, as specified in Section M4.1 Volume 1. Any proposal that includes incomplete information or does not comply with the instructions set forth in this solicitation and minimum submission requirements may be removed from consideration for award without further evaluation. If a proposal does not pass step one, it will be removed from consideration and will not be eligible for award.
M2.1.2 STEP TWO: For those proposals which have passed step one, the Government will rank all proposals received in response to this solicitation in numeric order based on the Offeror’s submitted self-score. Starting with the highest self-score, the Government will validate the Offeror’s Self-Score by assessing the Offeror’s proposal submission in comparison to the self-scores stated in the Offeror’s Self Scoring worksheet. If the data on the Offeror’s Self-Scoring worksheet is not validated, the Government will reduce the Offeror’s score based on the substantiating data, and their validated score will determine their ranking for the purposes of the overall evaluation.
M2.1.2.1 The Government will conduct price evaluation (Factor 2) to determine if the proposed price is fair and reasonable in accordance with Section M-5, on the highest rated Offerors from M2.1.2. In the event an Offeror’s proposed price is determined not to be Fair and Reasonable, then the Offeror will be eliminated from further consideration for award.
M2.1.2.2 CAUTION: In the event the evaluation team discovers an inaccurate Self-Score with numerous point deductions based on ambiguous, deceptive, faulty, misleading, or inadequate supporting documentation, the Offeror shall immediately be eliminated from further consideration for award.
M2.1.3 The Government will then complete the Contractor Responsibility Determination (CRD) requirements IAW FAR Part 9 for the top ten scores. If determined to be responsible, those Offeror’s proposals will represent the HTRO -- Highest Technically Rated Offerors, as providing the Best Value to the Government in accordance with this solicitation.
M-3 VOLUME I – ADMINISTRATIVE AND RESPONSIBILITY MATERIAL (QUALIFYING CRITERIA)
The Offerors shall propose Volume I Administrative and Responsibility Material (Qualifying Criteria) in accordance with Section L. Volume I will be evaluated on a pass/fail basis against the criteria as described below. If the Offeror does not submit any portion of Volume I, as required by Section L, they will be determined unresponsive, and the Government reserves the right to determine the Offeror ineligible for award.
M3.1 VOLUME I – ADMINISTRATIVE DOCUMENTATION
M3.1.1 The Government will conduct an acceptability review of all items identified in Section L-2, L-3, and L-4 ensuring that all items have been submitted according to the instructions of this solicitation and meeting all the minimum requirements set forth in Section L. Offerors who fail any of the minimum requirements in the acceptability review will be removed from consideration for award and notified, in writing, as soon as practicable.
M3.1.2 The Government will check that supporting documentation (i.e., work samples, cross reference matrix, self-scoring worksheet, price template, etc.) exists for all the evaluation criteria and that the documents are completed in accordance with the directions specified in this solicitation. A proposal that does not conform to the solicitation or lacks supporting documentation will be eliminated from further evaluation and consideration.
M-4 VOLUME II – FACTOR 1: TECHNICAL PROPOSAL AND SUBSTANTIATING DATA
The Government will validate the overall proposed technical score by evaluating the substantiating documentation submitted by the Offeror per the Self-Scoring Matrix category. Technical score adjustments will be made only if the substantiating documentation does not validate the scores; however, any adjustments will only be made in a downward direction. The Government will use Attachment 03 – Cross Reference Matrix as the initial reference for the validation process. If there is any discrepancy between Attachment 03 – Cross Reference Matrix and the substantiating documentation provided, the substantiating documentation will be given precedence.
M4.1 SELF-SCORING MATRIX SCORING CATEGORIES (GENERAL SCORE SHEET TAB)
M4.1.1 Category 1: Total Positions on a Single Work Sample EVALUATION BASIS: Number of contract personnel providing support on a single work sample. This category is limited to one Tier 1 work sample. To validate the Offeror’s self-score, the Government will corroborate the substantiating documentation by reviewing the work sample information for accuracy. The Offeror’s points will be validated based on the number of positions providing support.
M4.1.2 Category 2: Concurrent Performance at Various Geographic Sites EVALUATION BASIS: To validate the Offeror’s self-score, the Government will corroborate the substantiating documentation by reviewing the work samples information for accuracy. The Offeror’s points will be validated based on the number sites identified in the work samples where work is performed by their geographic location [CONUS, OCONUS, OCONUS (Only Germany and Korea)].
M4.1.3 Category 3: Percentage of Awarded Billets Positions Hired or Transitioned onto a Contract Within 30 Days of Award EVALUATION BASIS: To validate the Offeror’s self-score, the Government will corroborate the substantiating documentation by reviewing the work sample information for accuracy. The Offeror’s points will be validated based on the percentage of awarded billets positions hired or transitioned onto a contract within 30 days of award across all work samples. The self-scoring matrix will calculate the score based on the percentage entered on the self-score worksheet.
M4.1.4 Category 4: Work Samples that Contain the Specified Labor Categories (LCATs) EVALUATION BASIS: To validate the Offeror’s self-score, the Government will corroborate the substantiating documentation by reviewing the work samples information for accuracy in accordance with Attachment 07 – SOFGSD LCAT Descriptions. The Offeror’s points will be validated based on the number of LCATs identified on each work sample that meet the qualifications identified for that LCAT.
M4.1.5 Category 5: Work Samples that Cover the Requirements in the SOW EVALUATION BASIS: To validate the Offeror’s self-score, the Government will corroborate the substantiating documentation by reviewing the work samples information for accuracy. The Offeror’s points will be validated based whether that work sample covers the requirements identified in the SOW.
M4.1.6 Category 6: Retention EVALUATION BASIS: To validate the Offeror’s self-score, the Government will corroborate the substantiating documentation by reviewing the work samples information for accuracy. This category is limited to one Tier 1 work sample. The Offeror’s points will be validated based on the total number of contracted personnel consistently employed on contract over a nine-month period.
M4.1.7 Category 7: Contractor Performance Assessment Reporting System (CPARS) EVALUATION BASIS: To validate the Offeror’s self-score, the Government will review the narrative and rating of the fully completed CPARS report submitted by the Offeror and compare it with the Offeror’s total percent entry for the past performance scoring categories that were rated “Exceptional”, “Very Good”, “Satisfactory”, “Marginal”, or “Unsatisfactory.” The Government reserves the right to retrieve past performance data from government repositories to validate the past performance data submitted by the Offeror.
If a work sample does not have a CPARS, then that work sample will not be scored in this category. If all work samples do not have a CPARS, then the Offeror will receive zero points in this category. Additionally, if a work sample with a completed CPARS is assigned only “Exceptional,”, “Very Good,”, and “Satisfactory” ratings, then the Offeror will also receive zero points in this category.
Important: The Government must be able to validate adjectival CPARS report ratings for EACH Period of Performance (PoP) of the contract/task order that is submitted as a work sample. For example, if a work sample PoP is three years at the time of the solicitation release, the Government will need to validate all CPARS reports from that work sample, i.e., 3 total.
M4.2 BURDEN OF PROOF
The burden of proof for substantiating points in the self-score point system rests with the Offeror. The technical volume shall contain sufficient data to substantiate the points claimed in the Offeror’s proposal. Examples of documentation that typically would constitute sufficient data includes, but is not limited to: Contract Documentation (award document, FPDS report, Statement of Work, Performance Work Statement, solicitation document, invoice, CDRLs, etc.) and/or, Business Systems Documents (payroll data, banking information, timecard system outputs, etc.) and/or Operational Documentation (management/production/HR/etc. reports, recruiting documents, employment offers, employee rosters, etc.).
The submission of extracts may be appropriate and is permissible since it is not necessary to provide entire documents that include many pages of extraneous information, but extracts shall be clearly marked to indicate the clearly verifiable source. Use the cell in Attachment 03 – Cross Reference Matrix to indicate section and page number references that substantiate scores in the indicated row/column. Do not merely include a full document without specific reference to the section of the document that pertains to the proposal. It is not the Government’s responsibility to search through documentation provided without any clear, concise cross reference.
M-5 VOLUME III – FACTOR II: COST/PRICE
M5.1 STAFFING PROPOSAL
The Government will evaluate the Offeror’s Staffing Proposal based on Section L4.2 to determine fair and reasonableness.
M5.2 COST/PRICE INTRODUCTORY DOCUMENTS
The Government will evaluate submitted price introductory documents for compliance and completeness.
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