J.3-C_Enclosure_A_-_RFP.pdf

ATTACHMENT A

FIRM FIXED PRICE

PROPOSAL INSTRUCTIONS/CONTENT/EVALUATION FOR SUBMISSION

**Please note this Task Order is being issued PENDING AVAILABILITY OF FUNDS**

I. GENERAL

Offeror shall submit their proposal in accordance with the following format requirements to assist the Government in making a complete and thorough evaluation of all proposals.

Offeror must submit an explanation of the proposed technical approach in conjunction with the task to be performed in achieving the project objectives.

For the purposes of proposing on this task, the proposal must be prepared in two parts:

(A) Technical Proposal and (B) Business Proposal.

For each proposal, the contractor shall submit:

1 electronic copy of Part A Technical Proposal by email;

1 electronic copy of Part B Business Proposal by email.

Proposals shall be submitted to Kelley.Williams-Vollmer@cms.hhs.gov no later than 11:00 a.m. local prevailing (Baltimore, MD) time on July 17, 2017 to:

II. TECHNICAL PROPOSAL CONTENT

The written technical proposal is limited to a maximum of 25 pages (not including blank pages and dividers), single or double- spaced, 8 1/2-inch X 11-inch sized paper, in font at least as large as Times New Roman 12-point in Microsoft Word with 1inch margins top/bottom/right/left.

Supporting documentation such as timelines, project management design, management plans and resumes for priority/key project staff shall be submitted as attachments to the proposal.

Attachment Tab description in detail is as follows:

Tab1: Understanding of the Task Order and Technical Approach.

The offeror shall present proposed strategies to accomplish the requirements as defined in the statement of work. These said strategies shall reduce burden, enhance feasibility and efficiency specific to major activities proposed by the offeror that may include but not limited to technical expert and advisory panels. The contractor's interpretation of the final product being required

Tab 2: Project Management Design and project timeline The offeror shall provide a project management design that outlines the information described in the Scope of Work for the specific Task Order. Acceptance of the project management design and timeline is based on the offeror’s approach to balance all items mailto:Kelley.Williams-Vollmer@cms.hhs.gov in the task order within budget, time and resource limitations. In addition, the offeror shall include a risk management plan that identifies the likelihood of potential risk factors that could jeopardize deliverable timeline and quality, and recommends risk mitigation strategies for each risk factor. The project management design shall also identify those key personnel that will have authority over the task order steps and have communication responsibilities with CMS.

Tab3: Project team resumes/curricula vitae, per key staff member or consultant and past performance The offeror shall provide the resumes or curricula vitae of the contractor’s key staff and consultants who will be assigned to work on the Task Order. The individuals should have the necessary education, work experience and technical knowledge required to complete the work by the HHS-approved due dates, and their qualifications must be relevant to the work of the project as proposed.

III. TECHNICAL PROPOSAL EVALUATION

The technical proposal will be assessed utilizing the review criteria below:

1. Technical Approach: The evaluation will consider the extent to which the offeror understands the background, purpose, goals and task order requirements. This evaluation area will consider technical soundness and specificity of proposed plans for completion of each step described in the Statement of Work (SOW). Offeror explains how your organization will apply LEAN methodologies (or an alternate reasonable approach) to accomplish the tasks, requirements and sub-tasks as described in the Statement of Work.

Offeror should also discuss prior experience in controlling costs successfully without compromising quality or timeliness of deliverables. Offeror displays creativity, efficiency, and responsiveness to member/partner input in addressing the specified tasks.

2. Management or Project Management Design: The evaluation will assess the offeror’s understanding of the task order requirements and ability to demonstrate that the offeror has a design for completing these requirements in a timely and high quality manner as proposed in the project management design. CMS will review the offeror’s capability to execute the project effectively, including access to requisite resources including staff, expert consultants, computers and technical equipment. CMS will review the project management design for specificity, nature of the responsibility, and authorities of key personnel. The evaluation will assess whether the design is comprehensive, specific and feasible.

3. Key Personnel and Past Performance: The evaluation will assess the proposed Project

Directors’, support staffs’, and consultants’ relevant experience and qualifications for conducting the work described in the Statement of Work, including their expertise, education, experience, qualifications and training.

IV. BUSINESS PROPOSAL CONTENTS

A written business proposal for the Firm Fixed Price Task Order is required. In order to adequately establish the reasonableness and realism of the proposed cost or price, the offeror shall support their total cost or price with a functional Microsoft Excel spreadsheet breakdown of costs by SOW task The Offeror’s initial proposal shall contain the Offeror’s best terms from a cost/price standpoint.

The business proposal should be prepared for the period of performance identified in the task order statement of work. The business proposal must include supporting narrative documenting how the proposed costs were calculated, including underlying assumptions, rationale, and pricing data. The business proposal shall include a detailed spreadsheet that outlines the following items as it pertains to the work in the task order:

1. Labor: Include all direct labor categories to be utilized on the Task Order. For each labor category please show the number of labor hours multiplied by the hourly labor rate which equals the resultant total dollar amount. The hours and rates shall be appropriate for the labor category/position title of each individual proposed.

2. Indirect: any applicable indirect loadings and fee shall be applied for cost reimbursement orders.

3. Subcontracts (as appropriate): The Offeror shall include subcontract information to be evaluated when proposing subcontractors (i.e. name, labor rates, etc.)

a. Extent to which adequate price competition was obtained, or justification in its absence.

b. Statement as to whether the proposed subcontractor is on the list of Parties

Excluded from Federal Procurement and Non-procurement Programs.

4. Other Direct Costs (ODCs): A separate schedule shall be provided for all ODCs. The offeror shall also provide rationale for the need of each ODC.

5. Conflict of Interest: Identify any potential, actual, or apparent conflicts of interest and propose mitigation strategies.

6. Travel: Proposed travel (if applicable) broken out into number of trips, number of travelers, and duration of trip (including transit time) for each destination. Cost detail shall be shown for all items including commercial transportation, daily per diem rates, personal mileage, daily car rental, etc.

All travel cost proposed shall be in accordance with the Federal Travel Regulations (FTR) and the new travel guidelines. The offeror shall consolidate travel costs into one line item.

Travel Spreadsheet shall be submitted as a travel cost breakdown that includes number of trips, mileage, per diem, air fare, miscellaneous expense, etc.

Offeror’s shall include a statement indicating its’ Representations and Certifications are updated and current in the Online Representations and Certifications Application (ORCA), a part of the Business Partner Network (BPN) as required in FAR 4.12. The web site for ORCA is http://orca.bpn.gov.

In addition, Offeror’s are required to include in this section of the proposal a completed Certificate of Current Cost and Pricing Data.

The offeror must stipulate that their proposal is predicated upon all the terms and conditions of this RFP. In addition, it must contain a statement to the effect that it is firm for a period of at least 60 days from the date of receipt by the Government.

1. List name and telephone number of person to contact regarding your proposed accounting system;

2. Your proposal must list any current commitments with the Government relating to the work or services and indicate whether these commitments will or will not interfere with the completion of work and services as contemplated under this proposal;

3. Your proposal must identify any former CMS employee to be utilized on this project by providing the individual’s name when employed by CMS, where employed, and the capacity in which employed;

4. Your proposal must indicate whether you have the necessary financial capacity, working capital, and other resources to perform the contract without assistance from any outside source. (If not, indicate the amount required and the anticipated source.);

5. It is CMS policy that contractors provide all equipment and facilities necessary for performance of contracts; however, in some instances, an exception may be granted to furnish Government furnished property or to authorize purchase with contract funds. If additional equipment must be acquired, you must include in your proposal a description and the estimated cost of each item, and state whether you propose to furnish the item with your own funds. You must identify all Government-owned property in your possession that you propose to use in performing the prospective contract.

The business proposal shall include a complete (filled-in), signed copy of the Certificate of Current Cost or Pricing Data.

FAR 15.406-2 CERTIFICATE OF CURRENT COST OR PRICE DATA

Provide an explanation sufficient to satisfy the requirements for CCCP data.

CERTIFICATE OF CURRENT COST OR PRICING DATA.

This is to certify that, to the best of my knowledge and belief, the cost or pricing data (as defined in Section 2.101 of the Federal Acquisition Regulation (FAR) and required under FAR subsection 15.403-4) submitted, either actually or by specific identification in writing, to the Contracting Officer or to the Contracting Officer’s representative in support of ____* are accurate, complete, and current as of ____**. This certification includes the cost or pricing data supporting any advance agreements and forward pricing rate agreements between the offeror and the Government that are part of the proposal.

Organization______________________________________.

Signature ________________________________________.

Name ___________________________________________.

Title ____________________________________________.

Date of execution*** _____________________________.

* Identify the proposal, request for price adjustment, or other submission involved, giving the appropriate identifying number (e.g., Task Order 26).

** Insert the day, month, and year when price negotiations concluded and price agreement was reached or, if applicable, an earlier date agreed upon between the parties that is as close as practicable to the date of agreement on price.

*** Insert the day, month, and year of signing, which should be as close as practicable to the date when the price negotiations concluded and the contract price agreed to.

V. BUSINESS PROPOSAL EVALUATION

The business proposal evaluation will consist of a cost analysis utilizing information other than cost or pricing data to determine the reasonableness of the proposed costs. Independent of the cost analysis, a cost realism analysis will also be performed. This process will consist of review and evaluation of specific elements of each Offeror’s proposed cost estimate to determine whether the estimated proposed cost elements are realistic for the work to be performed; reflect a clear understanding of the requirements; and are consistent with the unique methods of performance and materials described in the Offeror’s technical proposal. The cost realism analysis will be used determine that the Offeror’s proposed costs are fair, reasonable, and realistic for the work to be performed.

VI. BASIS FOR AWARD

CMS will award this Task Order if the proposal demonstrates a thorough understanding of the work to be performed at a cost that is fair, reasonable and realistic. CMS reserves the right to not make an award if CMS and Offeror are unable to reach agreement on either the technical proposal and/or the proposed cost.