LogHouse SECTION M 18Aug2017 TRACKED CHANGES.pdf

Section M

HSFE80-17-R-0005

M-1

SECTION M - EVALUATION FACTORS FOR AWARD

M.1 NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED BY

REFERENCE

The following solicitation provisions pertinent to this section are hereby incorporated by reference (by Citation Number, Title, and Date) in accordance with the FAR provision at FAR "52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE" in Section L of this solicitation. See FAR 52.252-1. The full text of a solicitation provisions may be accessed electronically at this/these addresses: http://www.acquisition.gov

NUMBER TITLE DATE

52.217-5 EVALUATION OF OPTIONS JUL 1990

M.2 52.212-2 EVALUATION – COMMERCIAL ITEMS (JAN 1999)

(a) The Government will award up to 13 contract awarded agreements to the Offerors whose proposal conforms to the solicitation and represents the best value to the government considering price and non-price factors, FAR 15.101-1. Of the 13 awards, there will be a combination of large and small business awardees. Source Selection for the Log HOUSE solicitation fosters competition within each award category between potential contractors. Offerors who propose for the Full and Open award will only compete with other vendors proposing as Full and Open Offerors. Offerors who propose as Haul and Install (Small Business Set Aside) will only compete against other eligible Offerors who have submitted proposals as Haul and Install (Small Business Set Aside).

Offerors who propose as Maintenance and Deactivation (Small Business Set Aside) will only compete against other eligible Offerors who have submitted proposals as Maintenance and Deactivation (Small Business Set Aside).

The Government intends to award without discussion. However the Government reserves the right to hold discussions, if the Government determines discussions are necessary. The Government will first establish a competitive range then conduct discussions/negotiations in accordance with FAR Part 15. Proposals that are determined to be technically unacceptable will not be moved into the competitive range; therefore, no further evaluation will be performed and price will not be evaluated.

In making its “Best Value” determination award within each award category, award will be made on a best value trade-off basis to the proposal(s) that are determined to be most beneficial to the Government with appropriate consideration given to the evaluation factors. All non-price factors combined are significantly more important than price. The non-price evaluation factors that the government will use are as follows in their order of importance:

M-2

1. Technical Scenarios (Technical Factor)

2. Management and Organization (Technical Factor)

3. Technical Capability and Capacity (Technical Factor)

4. Resources (Technical Factor)

5. Past Performance (Technical Factor)

6. Small Business Subcontracting Plan (Technical Factor – Full and Open

Category Only)

The individual proposal classifications are:

I. Full and Open (Located in Section M.4): Group Site Design, Haul and Install, Maintenance and Deactivation, Maintenance of Group Site(s), and Semi-Permanent/ Permanent Construction

II. Small Business Set Aside (Located in Section M.5): (Haul and Install) III. Small Business Set Aside (Located in Section M.6): (Maintenance and

Deactivation of MHUs and Maintenance of Group Site(s))

Full and Open: Group Site

VOLUME I- TECHNICAL PROPOSAL REQUIREMENTS

Tab 1 - Technical Scenarios (Technical Factor)

• Full and Open: Sub-Tab 1 and Sub-Tab 2 are to be completed. Sub-Tab 3 and Sub-Tab 4 left blank.

• Small Business Haul and Install: Sub-Tab 3 is to be completed. Sub-Tab 1, Sub-Tab 2, and Sub-Tab 4 left blank.

• Small Business Maintenance and Deactivation: Sub-Tab 4 is to be completed. Sub-Tab 1, Sub-Tab 2, and Sub-Tab 3 left blank.

Sub-Tab 1. – Technical Scenario One (TS1): Group Site Design (Full and Open Category Only)

Sub-Tab 2: – Technical Scenario Two (TS2): Haul and Install and Maintenance and Deactivation Mission (Full and Open Category Only)

Sub-Tab 3: – Technical Scenario Three (TS3): Haul and Install Mission (Small Business Set Aside Category Only)

Sub-Tab 4: – Technical Scenario Four (TS4): Maintenance and Deactivation Mission (Small Business Set Aside Category Only)

Tab 2 – Management and Organization (Technical Factor)

Sub-Tab 1 – Achieving Excellence

M-3

Sub-Tab 2 – Corporate and Field Organizational Structure and Chart

Sub-Tab 2a: Corporate Organizational Structure and Chart: Corporate Organization

Sub-Tab 2b: Field Organizational Structure and Chart: Field Organization

Sub-Tab 3 – Implementation of Quality and Quality Management Plan and Safety Plan

Sub-Tab 4 – Corporate Experience and Know-How

Tab 3 – Technical Capability and Capacity by Business Category (Technical Factor)

Sub-Tab 1: Single Mission Exercises

• Exercise A - Full and Open Category Only (Exercise D and Exercise G left blank);

• Exercise D - Haul and Install Small Business Set Aside Category Only (Exercise A and

Exercise G left blank);;

• Exercise G - Maintenance and Deactivation Small Business Set Aside Category Only

(Exercise A and Exercise D left blank);

Sub-Tab 2: Two Simultaneous Mission Exercises

• Exercise B - Full and Open Category Only (Exercise E and Exercise H left blank);

• Exercise E - Haul and Install Small Business Set Aside Category Only (Exercise B and

Exercise H left blank);

• Exercise H - Maintenance and Deactivation Small Business Set Aside Category Only

(Exercise B and Exercise E left blank)

Sub-Tab 3: Three Simultaneous Mission Exercises

• Exercise C -Full and Open Category Only (Exercise F and Exercise I left blank);

• Exercise F - Haul and Install Small Business Set Aside Category Only (Exercise C and

Exercise I left blank);

• Exercise I - Maintenance and Deactivation Small Business Set Aside Category Only

(Exercise C and Exercise F left blank)

Tab 4 – Resources (Technical Factor): Available Capability and Capacity: Employees, Subcontractors, Suppliers, Material and Equipment (Technical Factor)

Sub-Tab 1: Available Capability and Capacity: Employees, Subcontractors, Suppliers, Material and Equipment

Tab 5 – Past Performance (Technical Factor)

Sub-Tab 1: Relevant Contractor Past Performance Activity

Sub-Tab 2: Past Performance Questionnaires

M-4

Tab 6 – Small Business Plan (Non-Small Business Offerors) and/or Subcontracting Plan

(All Offerors) (Technical Factor)

VOLUME II –BUSINESS PROPOSAL, PRICE AND SUBMISSION REQUIREMENTS

Tab 1: - Business Proposal

Sub-Tab 1 – Solicitation, Offer and Award Documents

Sub-Tab 2 – Representation and Certifications

Sub-Tab 3 – Financial Responsibility

Sub-Tab 4 – Evidence of Responsibility

Sub-Tab 5 – Letters of Commitment

Sub-Tab 6 – Partnering Agreement

Tab 2: - Price Proposal

Sub-Tab 1: – Individual CLIN price analysis

• CLIN Table for Full and Open Proposals – Full and Open offerors shall not submit the CLIN Table for Haul and Install (Small Business Set-Aside) or the CLIN Table for the Maintenance and Deactivation (Small Business Set-Aside) as part of the Full and Open proposal submission

• CLIN Table for Haul and Install (Small Business Set-Aside) Proposals – Haul and Install (Small Business Set-Aside) offerors shall not submit the CLIN Table for Full and Open or the CLIN Table for the Maintenance and Deactivation (Small Business Set-Aside) as part of the Haul and Install (Small Business Set-Aside) proposal submission

• CLIN Table for Maintenance and Deactivation (Small Business Set-Aside) Proposals – Maintenance and Deactivation (Small Business Set-Aside) offerors shall not submit the CLIN Table for Full and Open or the CLIN Table for the Haul and Install (Small Business Set-Aside) as part of the Maintenance and Deactivation (Small Business Set-Aside) proposal submission

Sub-Tab 2: – Scenario Pricing Analysis (By proposal type - see below)

• Scenario Price Analysis for Full and Open Proposals: Proposal responses will be calculated automatically as part of the offeror completing the proposal CLIN Table

• Scenario Price Analysis Haul and Install Small Business Set Aside Proposals: Proposal responses will be calculated automatically as part of the offeror completing the proposal CLIN Table

M-5

• Scenario Price Analysis Haul and Install Maintenance and Deactivation Small Business Set Aside Proposals: Proposal responses will be calculated automatically as part of the offeror completing the proposal CLIN Table

Sub- Tab 2a: Price Scenario 1 Group Site Design/Cost (Full and Open Category Only)

[REMOVED]

Sub-Tab 2ab: – Price Scenario 2 MHU Mission CLIN Price (Full and Open Category Only

Sub-Tab 2bc: – Price Scenario 3 (Haul and Install Small Business Set Aside Category Only

Sub-Tab 2cd: Price Scenario 4 (Maintenance and Deactivation Small Business Set Aside Category Only

Small Business Set Aside: Haul and Install

VOLUME I – Technical Proposal

Haul and Install (Small Business Set Aside) Full and Open Offerors Only

Tab 1 (Factor 1) – Technical Scenarios

• Sub Tab1 (SubFactor1): Technical Scenario One (TS1): Group Site

Design

• Sub Tab 2 (SubFactor2): Technical Scenario Two (TS2): Haul and Install, Maintenance and Deactivation

Haul and Install (Small Business Set Aside) Offerors Only

• Sub Tabs 1, 2 and 4: Shall be left blank or not included

• Sub Tab 3 (SubFactor3): Technical Scenario Three (TS3): Haul and Install

Maintenance and Deactivation (Small Business Set Aside) Offerors Only

• Sub Tabs 1, 2 and 3: Shall be left blank or not included

• Sub Tab 4 (SubFactor4): Technical Scenario Four (TS4): Maintenance and

Deactivation

Tab 2 (Factor 2) – Management and Organization

• Sub Tab1 (SubFactor1) – Achieving Excellence

• Sub Tab2 (SubFactor2) - Organizational Structure and Chart

• Sub Tab3 (SubFactor3) - Implementation of Quality and Quality

Management Plan and a Safety Plan

• Sub Tab 4 (SubFactor4) – Corporate Experience and Know-How

Tab 3 (Factor 3) – Technical Capability and Capacity Full and Open Offerors Only

M-6

• Sub Tab1 (SubFactor1): Exercise A

• Sub Tab2 (SubFactor2): Exercise B

• Sub Tab3 (SubFactor3): Exercise C

Haul and Install (Small Business Set Aside) Offerors Only Sub Tab1 (SubFactor1): Exercise D Sub Tab2 (SubFactor2): Exercise E

Maintenance and Deactivation (Small Business Set Aside) Offerors Only

• Sub Tab1 (SubFactor1): Exercise G

• Sub Tab2 (SubFactor2): Exercise H

• Sub Tab3 (SubFactor3): Exercise I

Tab 4 (Factor 4) – Resources

• Sub Tab1 (SubFactor1): Available Capability and Capacity: Employees, Subcontractors, Suppliers, Material and Equipment

• Tab 5 (Factor 5) – Past Performance

• Tab 6 (Factor 6) – Small Business Subcontracting Plan

VOLUME II- BUSINESS PROPOSAL

Tab 1 (Factor 7): Business Proposal

• Sub Tab 1 (SubFactor1) – Solicitation, Offer and Award Documents

• Sub Tab 2 (SubFactor2): Representation and Certifications

• Sub Tab 3 (SubFactor3): Financial Responsibility

• Sub Tab 4 (SubFactor4) – Evidence of Responsibility

• Sub Tab 5 (SubFactor5) – Letters of Commitment (Subcontractors)

• Sub Tab 6 (SubFactor6) – Partnering Agreement

Tab 2 (Factor 8): Price Proposal

• Sub Tab 1 (SubFactor1): Individual CLIN price analysis

• Sub Tab 2 (SubFactor2): Scenario Pricing

Full and Open Offerors Only

• Sub Tab 2a: Price Scenario 1

• Sub Tab 2b: Price Scenario 2

• Haul and Install / Maintenance and Deactivation (Small Business Set

Aside) Offerors shall leave sub tabs 2a and 2b blank

Maintenance and Deactivation (Small Business Set Aside) Offerors

• Sub Tab 2d: Price Scenario 4

• Full and Open and Haul and Install (Small Business Set Aside) Offerors shall leave this sub tab blank

M-7

Small Business Set Aside: Maintenance and Deactivation of MHUs and Maintenance of Group Site(s)

a. Sub Tabs 1, 2 and 3: Shall be left blank or not included.

b. Sub Tab 4 (SubFactor4): Technical Scenario Four (TS4): Maintenance and

Deactivation

The offers pricing will also be evaluated for price reasonableness and realism.

ADDENDUM TO FAR 52.212-2 EVALUATION--COMMERCIAL ITEMS

The following provisions are incorporated into 52.212-2 as an addendum to this solicitation:

Source Selection for the Log HOUSE solicitation fosters competition within each award category between potential contractors. Offerors who propose for the Full and Open award will only compete with other vendors proposing as Full and Open Offerors. Offerors who propose as Haul and Install (Small Business Set Aside) will only compete against other eligible Offerors who have submitted proposals as Haul and Install (Small Business Set Aside). Offerors who propose as Maintenance and Deactivation (Small Business Set Aside) will only compete against other eligible Offerors who have submitted proposals as Maintenance and Deactivation (Small Business Set Aside). As each award category is unique, FEMA has developed distinct requirements for each of the three (3) categories.

Full and Open

There is no business set-aside or other restrictions or limits for proposals responding to the Full and Open portion of the Log HOUSE solicitation. Offerors proposing as Full and Open Offerors must be able to meet all of the requirements identified. No consideration will be given to business size as part of the technical evaluation for Full and Open offers. Corporate Responsibility and Capability will be evaluated equally for all Offerors in this category. Full and Open Offerors are required to provide services in all areas of the Log HOUSE contract which include but are not limited to the general list below:

1. Prepare/construct MHU Staging Area

2. Transport manufactured homes;

3. Staging operations;

4. Haul and install manufactured homes;

5. Perform maintenance on manufactured homes;

6. Deactivate (uninstall) manufactured homes;

7. Commercial Park expansion including design and construct of commercial manufactured home parks;

M-8

8. Site selection/evaluation for the design and construct a new manufactured home parks (FEMA group sites);

9. Perform maintenance on FEMA group sites; and

10. Semi-Permanent/Permanent Construction

There are other requirements in the contract; however, the above list encompasses the major contract areas. Missions for Full and Open Offerors may include commercial park expansion and/or group site construction. The minimum haul and install mission size for Full and Open contractors is between 51 and 250 MHUs. Full and Open Offerors shall be able to support and manage two simultaneous events that require the construction of two group sites, the construction of two commercial park expansions, the installation and maintenance of 4000 units and the maintenance of two group sites.

Haul and Install (Small Business Set Aside)

Offerors are restricted to businesses that qualify as small businesses as defined in FAR Part 19.

Offerors proposing as Haul and Install (Small Business Set Aside) must be able to meet all of the requirements identified. Corporate Responsibility and Capability will be evaluated equally for all Offerors in this category. Haul and Install (Small Business Set Aside) Offerors are required to provide services in the areas defined as applicable to Haul and Install (Small Business Set Aside) within the Log HOUSE contract which include but are not limited to the general list below:

1. Transport manufactured homes;

2. Staging operations; and

3. Haul and install manufactured homes.

Maintenance and Deactivation (Small Business Set Aside)

Offerors are restricted to businesses that qualify as small businesses as defined in FAR Part 19.

Offerors proposing as Maintenance and Deactivation (Small Business Set Aside) must be able to meet all of the requirements identified. Corporate Responsibility and Capability will be evaluated equally for all Offerors in this category. Maintenance and Deactivation (Small Business Set Aside) Offerors are required to provide services in the areas defined as applicable to Maintenance and Deactivation (Small Business Set Aside) within the Log HOUSE contract which include but are not limited to the general list below:

1. Transport manufactured homes;

2. Staging operations;

3. Perform maintenance on manufactured homes;

M-9

4. Deactivate (uninstall) manufactured homes; and

5. Perform maintenance on FEMA group sites.

PROPOSAL DIVISION

To make the requirements clearer for each category, Section M has been divided into three (3) separate sections and has been clearly identified. Section M is presented in the following order:

The individual proposal categories are:

I- Full and Open – Section M.4 II- Haul and Install (Small Business Set Aside) – Section M.5 III- Maintenance and Deactivation (Small Business Set Aside) – Section M.6

M-10

M.3 EVALUATION RATING

An adjectival rating system will be used to show how well proposals meet technical solicitation requirements and performance standards. Unless specified otherwise, the following adjectival ratings will be used for all Technical Factors for each type of award.

Rating Definition

Superior

The proposal demonstrates an excellent understanding of the requirements and an approach that significantly exceeds performance or capability standards. The Offeror’s proposal addresses all aspects of the requirements in detail and has strengths that will significantly benefit the Government and risk of unsuccessful performance is very low.

Satisfactory

The proposal demonstrates an understanding of the requirements and an approach that meets performance or capability standards. The Offeror’s proposal addresses most aspects of the requirements and presents an acceptable solution with few or no strengths and risk of unsuccessful performance is moderate.

Marginal

Proposal demonstrates a shallow understanding of the requirements and an approach that only marginally meets performance or capability standards necessary for minimal but acceptable contract performance. The risk of unsuccessful performance is high.

Unsatisfactory

The proposal fails to meet requirements and one or more deficiencies exist for which correction would require a major revision or redirection of the proposal.

The Offeror’s proposal does not address key aspects of the requirement and a contract cannot be awarded with this proposal as the risk of unsuccessful performance is high.

M-11

SECTION M.4: FULL AND OPEN OFFERORS ONLY

VOLUME I: – TECHNICAL PROPOSAL REQUIREMENTS - FULL AND OPEN

FULL AND OPEN PROPOSAL - FACTOR 1 – TECHNICAL SCENARIOS

(TECHNICAL FACTOR) - (LOCATION IN PROPOSAL: VOLUME I, TAB 1)

For the Full and Open evaluation, the FEMA Technical Evaluation Board will evaluate the Offeror’s proposal for two scenarios: Technical Scenario 1 (TS1): Group Site Design, and Technical Scenario 2 (TS2): Haul and Install and Maintenance and Deactivation Mission. These scenarios are for evaluation purposes only. Evaluations will be based on the responses to the scenarios. FEMA will use the adjectival ratings in the Evaluation Ratings table located in Section M.3 of this document.

Note: A result below Marginal in a scenario may result in disqualification of the Offeror.

Full and Open Proposal - Factor 1 - SubFactor1: - TS1: Group Site Design - (Location in Proposal: Volume I, Tab 1, Sub-Tab 1)

Sub-Tabs 3 and 4: Shall be left blank or not included. The Offeror will not be rated on Sub- Factors 3 or 4.

Technical Evaluation Scenario One: Full and Open Category

Evaluation Criteria:

• Ability to produce a design that meets both contract and scenario requirements and national codes.

• Ability to produce a design with few major and minor deficiencies.

• Ability to develop quantity take offs.

• Ability to develop a construction cost estimate.

• Ability to identify quantities and costs for each invoice period for the construction period based on the estimated construction timeline.

Evaluation:

FEMA will evaluate the Offeror’s response to the scenario submitted with the proposal, on the following aspects:

• Ability to produce a design that meets the contract and scenario requirements, the items identified in Form J-27 and the conditions outlined in TS1.

• Ability to produce a design with a minimum of minor deficiencies and no major deficiencies.

• Ability to develop appropriate and reasonable quantity take offs using the form labeled J-

27. DO NOT include pricing information on Form J.27 as part of the technical proposal.

• Ability to develop a realistic project plan and timeline for construction of the group site.

M-12

• Ability to comply with the terms and conditions of the contract and applicable codes and regulations apply including but not limited to National Electric Code, Uniform Plumbing Code, etc.

Any deficiency that can cause failure of critical systems such as water, sewer, electrical, road, erosion control or site drainage includes failure to address the requirements of TS1 in sufficient detail can be considered a deficiency.

Specifically for TS1, minor deficiencies can include omission or failure to mention or include an element of a required feature of the project, i.e., items listed in J.27.

End of Factor 1 - Sub-Factor 1

Full and Open Proposal - Factor 1 – Sub-Factor 2: - TS2: A Haul and Install and Maintenance and Deactivation Mission for Full and Open Proposals - (Location in Proposal: Volume I, Tab 1, Sub-Tab 2)

Technical Evaluation Scenario Two: Full and Open Category

Evaluation:

• Ability to understand the conditions and requirements of the contract.

• Ability to identify the appropriate CLINs and quantities necessary to meet the requirements of the mission.

• Ability to provide an accurate timeline for the mission, including but not limited to site inspection, unit installation, unit maintenance, and unit deactivation, using the FEMA provided template (Attachment J.55).

• Ability to demonstrate, with a narrative description, a full understanding of the scenario and applicable requirements of the contract.

SubFactor3: TS3: Technical Scenario Three Haul and Install Mission

TAB 1, SUB-TAB 3

SubFactor4: (TS4): Technical Scenario Four (TS4): Maintenance and Deactivation Mission TAB 1, SUB-TAB 4

• Ability to determine the estimated CLIN quantities for all of the appropriate

CLINs necessary to meet the requirements of the mission.

• Ability to provide an accurate timeline for site inspection (use TS2 daily form to provide response).

• Ability to provide an accurate timeline for unit installation (use TS2 daily form to provide response).

M-13

• Ability to provide an accurate timeline for unit maintenance (use TS2 monthly form to provide response).

• Ability to provide an accurate timeline for unit deactivation (use TS2 monthly form to provide response).

• Ability to demonstrate a logical approach to the mission outlined in the scenario and to provide accurate information that demonstrates a successful response.

End of Factor 1 - Sub-Factor 2

FULL AND OPEN PROPOSAL - FACTOR 2 – MANAGEMENT AND ORGANIZATION

(TECHNICAL FACTOR) - (LOCATION IN PROPOSAL: VOLUME I, TAB 2)

Full and Open Proposal - Factor 2 - Sub-Factor 1 – Achieving Excellence – (Location in Proposal: Volume I, -Tab 2,- Sub-Tab 1)

Evaluation: FEMA will evaluate the Offeror’s response on the following aspects:

• Adequacy, effectiveness, realism and relevancy of the Offeror’s description of the proposed responsibilities (such as workflow, staffing) and program management of this contract.

• The Offeror‘s proposed approach to resolving internal resource conflicts with other company organizations, degree of autonomy of the Program Executive, and lines of communication among the Agency, the Offeror, and the subcontractors.

• The Offeror’s approach to Phase-In will be evaluated for completeness, relevancy, realism, effectiveness and efficiency.

• The Offeror’s proposed approach in effectiveness, efficiency, timeliness, and realism to supporting multiple, simultaneous efforts that may have competing requirements for technical expertise, resources, timeliness and delivery schedules.

• The Offeror‘s approach to developing and maintaining technical capabilities.

• The Offeror’s ability to provide support throughout the duration of the Log HOUSE contract award and Log HOUSE contract award options.

• The Offeror’s level of management involvement and reach back in this contract.

• The Offeror’s ability to manage all phases of single and multiple missions.

• The Offeror’s ability to manage subcontractors.

• The Offeror’s effectiveness in implementing and managing a delivery schedule management, identifying and managing risk, quality assurance, and obtaining user feedback for performance improvement.

End of Factor 2 - Sub-Factor 2

M-14

Full and Open Proposal - Factor 2 - Sub-Factor 2 – Corporate and Field Organizational Structure and Chart - (Location in Proposal: Volume I, -Tab 2, -Sub-Tab 2)

Full and Open Proposal - Factor 2 - Sub-Factor 2a – Corporate Organizational Structure and Chart - (Location in Proposal: Volume I, -Tab 2, -Sub-Tab 2a)

Evaluation: FEMA will evaluate the Offeror’s response on the following aspects:

• Overall organizational structure in relationship to lines of authority as they relate to decisions requiring approval at levels beyond the Field Task Order Manager. This includes the ability to propose during task order competitions and approve modifications to task orders.

• Field Task Order Management structure for realism, effectiveness, and efficiency in order to perform the awarded mission.

• The proposed organizational structures and charts for the reasonableness and coherency of the relationships and lines of communication between the Offeror’s proposed staff for this contract (i.e. Project Management staff, Construction Management, Quality Control personnel, Safety Officer, and the Offeror’s major subcontractors). The response shall be logical and include clearly delineated lines of authority and logical organization and relationships among the Offeror’s offices (i.e., headquarters, site offices, and subcontractors).

End of Factor 2 - Sub-Factor 2a

Full and Open Proposal - Factor 2 - Sub-Factor 2b – Field Organizational Structure and Chart - (Location in Proposal: Volume I, -Tab 2, -Sub-Tab 2b)

Evaluation: FEMA will evaluate the Offeror’s response on the following aspects:

• Field Task Order Management structure for realism, effectiveness, and efficiency in order to perform the awarded mission.

• The proposed organizational structures and charts for the reasonableness and coherency of the relationships and lines of communication between the Offeror’s proposed staff for this contract (i.e. Project Management staff, Construction Management, Quality Control personnel, Safety Officer, and the Offeror’s subcontractors). The response shall be logical and include clearly delineated lines of authority and logical organization and relationships among the Offeror’s offices (i.e., headquarters, site offices, and subcontractors).

End of Factor 2 - Sub-Factor 2b

Full and Open Proposal - Factor 2 - Sub-Factor 3 – Implementation of Quality and Quality Management Plan (QMP) and Safety Plan - (Location in Proposal: Volume I, -Tab 2- Sub- Tab 3)

Evaluation: FEMA will evaluate the Offeror’s response on the following aspects:

M-15

• The adequacy of the Offeror's plan for ensuring quality work.

• The extent to which the Prime Offeror's QMP represents a proactive approach that shall identify needs in a timely manner.

• The extent to which the Prime Offeror's QMP is likely to ensure that the project meets the performance goals set forth in this Request for Proposal and that all work meets the applicable standard specifications, including work performed by the subcontractors.

• The adequacy of the Offeror's QMP for ensuring that equipment remains in good working order.

• The extent to which the Offeror's QMP shows innovative techniques in implementing the plan.

• The extent to which the Offeror's plan shows how the Offeror will achieve the performance goals.

• The adequacy of the Offeror's Safety Plan.

• Ability to provide a clear and detailed description of how the Offeror plans to execute the

QMP and Safety Plan.

End of Factor 2 - Sub-Factor 3

Full and Open Proposal - Factor 2 - Sub-Factor 4 – Corporate Experience and Know-How

- (Location in Proposal: Volume I, -Tab 2, -Sub-Tab 4)

• Ability to manage all phases of the project.

• Clear understanding of how to implement effective project Quality Control.

• The ability and experience of the Offeror’s proposed project team, to include key management and subcontractors.

• Ability to identify relevant risk areas and explain the rationale for each risk; classify each identified risk as high, moderate, or low; and explain the impact of each risk area.

• Ability to determine risk "work-arounds" or risk mitigation actions for known risks, ensuring that they are realistic and will eliminate or reduce the risk to an acceptable level.

End of Factor 2 - Sub-Factor 2

FULL AND OPEN PROPOSAL - FACTOR 3 – TECHNICAL CAPABILITY AND

CAPACITY (TECHNICAL FACTOR) - (LOCATION IN PROPOSAL: VOLUME I, TAB

3)

The Government will evaluate the Offerors on three (3) different exercises denominated as Exercise A, Exercise B and Exercise C. In Exercises B and C, simultaneous MHU missions are defined as MHU missions that initiate within thirty (30) days of each other. The Government will evaluate the Offerors on how they demonstrate that they are able to perform for each exercise.

M-16

Full and Open Proposal - Factor 3 - Sub-Factor 1 – Exercise A: One MHU Single Mission Exercise - (Location in Proposal: Volume I, Tab 3, Sub-Tab 1)

Evaluation:

• Offeror’s ability to clearly and realistically convey their ability to meet the mission’s resource requirements.

• The Offeror’s timeline including events from notification to proceed.

• The Offeror’s available capacity and readiness to meet the mission’s requirements.

• The Offeror’s ability to provide adequate personnel and required skills needed to meet the mission within the set timeline.

End of Factor 3 - Sub-Factor 1

Full and Open Proposal - Factor 3 - Sub-Factor 2 – Exercise B: Two Simultaneous Mission Exercise - (Location in Proposal: Volume I, Tab 3, Sub-Tab 2)

• Offeror’s ability to clearly and realistically convey their organization’s ability to meet the mission’s resource requirements.

• The Offeror’s timeline including events from notification to proceed.

• The Offeror’s available capacity and readiness to meet the mission’s requirements.

End of Factor 3 - Sub-Factor 2

Full and Open Proposal - Factor 3 - Sub-Factor 3 – Exercise C: Three Simultaneous Mission Exercise- (Location in Proposal: Volume I, Tab 3, Sub-Tab 3)

• Offeror’s ability to clearly and realistically convey their organization’s ability to meet the mission’s resource requirements.

• The Offeror’s timeline including events from notification to proceed.

• The Offeror’s available capacity and readiness to meet the mission’s requirements.

End of Factor 3 - Sub-Factor 3

FULL AND OPEN PROPOSAL - FACTOR 4 – RESOURCES: Available Capability and Capacity: Employees, Subcontractors, Suppliers, Material and Equipment - (TECHNICAL

FACTOR) - (LOCATION IN PROPOSAL: VOLUME I, TAB 4)

M-17

Evaluation: FEMA will evaluate the Offeror’s proposal on the following aspects:

• The Offeror’s capacity to perform all work and services required under the project described in this solicitation will be evaluated against the following:

o Business entity viability expressed in terms of Offeror’s:

Ownership identity and business structure;

Identification, location and operation of home office and current operating venues;

and Description and function of home office personnel.

o Physical capacity to timely and satisfactorily perform the work required under the Solicitation, expressed in terms of:

Experienced management resources (including permanent home office and field staff and organization);

Ready access to skilled and unskilled labor resources; and Possession of or access to available plant and equipment.

End of Factor 4

FULL AND OPEN PROPOSAL - FACTOR 5 – PAST PERFORMANCE (TECHNICAL

FACTOR) - (LOCATION IN PROPOSAL: VOLUME I, TAB 5 AND SUB-TABS)

Evaluation:

The Government will evaluate the Offeror’s record of past performance submitted in response to:

Sub-Tab 1: Past Performance – Relevant Contractor Past Performance Activity and Sub-Tab 2:

Past Performance – Past Performance Questionnaires to ascertain the probability of successfully performing the required effort. Past Performance will be evaluated as a measure of the Offeror’s ability to successfully perform this project based on demonstrated relevant and recent performance in supplying services and managing contracts/task orders. The Government will conduct past performance assessment based on the quality, relevancy, and recency of the Offeror’s past performance, as well as that of the subcontractors or partners. Past performance evaluation will consider the extent of the Offeror’s recent, relevant, and demonstrated ability to meet this project’s: 1) performance/technical requirements, 2) schedule, 3) cost control, 4) customer satisfaction, and 5) risk management.

The Offeror’s past performance as a prime Offeror or sub-Offeror, and that of any subcontractors or other partners, will be evaluated based on the past performance information provided by the Offeror in accordance with Performance Questionnaires, as well as data obtained by other sources. The Government reserves the right to obtain and utilize information obtained from any other source, e.g. CPARS, in addition to the information provided by the Offeror. The Government may consider a wide array of information from a variety of sources. Past Performance evaluation will determine, based on the relevance, and quality of the Offeror’s past performance, the degree of performance risk associated with the Offeror’s past performance.

M-18

FEMA will evaluate the Offeror’s past performance, considering performance/ meeting technical requirements, schedule, cost control, customer satisfaction, and risk management, on the following aspects:

• The Offeror’s relevant performance during work to complete one or more of the projects presented to the Government.

• The Offeror’s relevant performance during work to complete other projects.

• Relevant information about the Offeror’s performance history obtained by the

Government from other sources.

• The Government’s evaluation of the Offeror’s past performance may take into account past performance information regarding predecessor companies to the Offeror, key personnel who have relevant experience or subcontractors that will perform major or critical aspects of the requirement when such information is relevant to the instant acquisition.

• In the case of an Offeror without a record of relevant past performance or for whom information on past performance is not available, the Offeror will be evaluated as neutral.

Evaluation Ratings for Past Performance Factor:

Rating Definitions Outstanding Based on an offeror’s past performance record, essentially no doubt exists that the offeror will successfully perform the required effort.

Satisfactory Based on an Offeror’s past performance record, the Offeror will successfully perform the required effort.

Unsatisfactory Based on an Offeror’s past performance record, doubt exists that the offeror will successfully perform the required effort.

Neutral No relevant performance record is identifiable upon which to base a meaningful performance rating. A search was unable to identify any relevant past performance information for the offeror or key team members/subcontractors or their key personnel. This is neither a negative or positive assessment.

End of Factor 5

FULL AND OPEN PROPOSAL - FACTOR 6 – SMALL BUSINESS

SUBCONTRACTING PLAN (TECHNICAL FACTOR) - (LOCATION IN PROPOSAL:

VOLUME I, TAB 6) (TECHNICAL FACTOR FOR OTHER THAN SMALL

BUSINESSES)

Evaluation Ratings for Subcontracting Plan Factor (Small Business Subcontracting MUST be included for Full and Open Offerors who do not qualify as a Small Business Set-Aside):

M-19

(1) Subcontractor Approach. The Offeror’s will be evaluated on a subcontractor plan and approach that identifies how the Offeror will utilize subcontractors to achieve the requirements of the solicitation including the selection process for subcontractors, the management plan developed for monitoring subcontractors work quality and schedule, the level of work experience (number of projects together) with the subcontractor, and the magnitude of experience the subcontractor has as it relates to their functional role.

(2) The Offeror’s will be evaluated on whether they submit a subcontracting plan in accordance with the requirements identified in the Department of Homeland Security Subcontracting Plan Review Checklist (DHS Form 700-23). The Offeror should describe the efforts it will undertake to ensure that small business concerns will have an equitable opportunity to compete for subcontracts. The Offeror can reference DHS Form 700-23 for the rating definitions of the factors that will be utilized to evaluate the Offeror’s Small Business Subcontracting Plan (SBSP).

(3) For the plan to be acceptable, the Offeror’s SBSP must have a “Yes” in all of the factors identified in the DHS SBSP Checklist. A “No” in any of the factors will result in the SBSP being rated as unacceptable.

Rating Description

Acceptable Meets all evaluation factors identified in DHS SBSP Checklist DHS Form 700- 23.

Unacceptable Fails to meet some or all of evaluation factors identified in DHS SBSP Checklist DHS Form 700-23.

M-20

VOLUME II – BUSINESS PROPOSAL, PRICE AND SUBMISSION REQUIREMENTS –

FULL AND OPEN

FULL AND OPEN PROPOSAL - BUSINESS PROPOSAL VOLUME II TAB 1-6 (Non- Technical Factor)

FULL AND OPEN PROPOSAL - FACTOR 7 – BUSINESS PROPOSAL (NON-

TECHNICAL FACTOR) – (LOCATION IN PROPOSAL: VOLUME II, TAB 1 AND

SUBTABS)

Evaluation: The Government will evaluate the Offeror’s Business Proposal to ensure that all applicable documentation is submitted. An Offeror will be considered Non-Responsive and may be eliminated from the competitive range if all applicable documentation is not submitted. The documents will be assessed for their correctness, completeness and accuracy of the information.

Full and Open Proposal - Factor 7 - Sub-Factor 1 – Solicitation, Offer and Award Documents - (Location in Proposal: Volume II, Tab 1, Sub-Tab 1)

Each Offeror shall complete (fill-in and sign) the solicitation section indicated below using the file (without modification to the file) provided with the solicitation. An authorized official of the firm shall sign the SF 33, any Amendments to the Solicitation, and all certifications requiring original signature. Offeror is responsible for ensuring that all completed forms and documents required of Volume II are provided.

End of Factor 7 - Sub-Factor 1

Full and Open Proposal - Factor 7 - Sub-Factor 2 – Representation and Certifications - (Location in Proposal: Volume II, Tab 1, Sub-Tab 2)

Offerors shall submit completed “Representations, Certifications, and Other Statements of Offerors” included in the solicitation, if the Offeror has not completed the annual representations and certifications on the “Online Representations and Certifications Application” (ORCA) website.

End of Factor 7 - Sub-Factor 2

Full and Open Proposal - Factor 7 - Sub-Factor 2 – Financial Responsibility - (Location in Proposal: Volume II, Tab 1, Sub-Tab 3)

Sub Tab3 must contain the Financial Responsibility Form, located below, fully completed and signed by an authorized person of the company or signed by both partners if in a joint venture arrangement.

The Offeror’s financial capacity to perform all work and services required under the project described in this Solicitation will be reviewed for a “Responsibility Determination” against the following:

M-21

Financial capacity to timely and satisfactorily perform the work required under the Solicitation expressed in terms of:

• 1. Current audited financial information for the Offeror (or all joint venture partners if the Offeror is a joint venture).

• 2. Business entity viability expressed in terms of Offeror’s:

o Ownership identity and business structure.

o Currency of business and tax registration.

o Identification, location and operation of home office and current operating venues.

End of Factor 7 - Sub-Factor 3

Full and Open Proposal - Factor 7 - Sub-Factor 2 – Evidence of Responsibility - (Location in Proposal: Volume II, Tab 1, Sub-Tab 4)

The Offeror must submit sufficient evidence for the Contracting Officer to make an affirmative determination of responsibility pursuant to the requirements of FAR Subsection 9.104-1.

However, in the case of a Small Business Offeror, the Contracting Officer will comply with FAR

19.6. Accordingly, Prime Offerors shall clearly address each element of responsibility. To be determined responsible, a prospective Offeror must:

• Have adequate resources, including financial, facilities, equipment and personnel, to perform the contract, or the ability to obtain them (see FAR 9.104-3(a)).

• Be able to comply with the required or proposed delivery or performance schedule, taking into consideration all existing commercial and Governmental commitments.

• Have a satisfactory performance record (See FAR 9.104-3(b) and Subpart 42.15). A prospective contractor will not be determined responsible or non-responsible solely on the basis of a lack of relevant performance history, except as provided in FAR 9.104-2.

• Have a satisfactory record of integrity and business ethics.

• Have the necessary organization, experience, accounting and operational controls, and technical skills, or the ability to obtain them (including, as appropriate, such elements as production control procedures, property control systems, quality assurance measures, and safety programs applicable to materials to be produced or services to be performed by the prospective contractor and subcontractors). (See FAR 9.104-3(a)) f. Have the necessary production, construction, and technical equipment and facilities, or the ability to obtain them (See FAR 9.104- 3(a)).

• Be otherwise qualified and eligible to receive an award under applicable laws and regulations (e.g., Equal Opportunity, Clean Air and Water, Small Business Subcontracting, etc.).

End of Factor 7 - Sub-Factor 4

M-22

Full and Open Proposal - Factor 7 - Sub-Factor 2 – Letters of Commitment (Subcontractors) - (Location in Proposal: Volume II, Tab 1, Sub-Tab 5)

The Business Proposal shall include a letter, on subcontractor letterhead, and signed by an authorized representative of each subcontractor, which specifically indicates the subcontractor's agreement to be included in the Offeror’s proposed teaming arrangement.

End of Factor 7 - Sub-Factor 5

Full and Open Proposal - Factor 7 - Sub-Factor 2 – Partnering Agreement (Subcontractors) - (Location in Proposal: Volume II, Tab 1, Sub-Tab 6)

If the Offeror is proposing any type of partnering arrangement (i.e., joint venture, teaming arrangement/agreement, sub-contracting arrangement; etc.) the Offeror must include in this

TAB:

• A description of the partnering agreement or a summary of the subcontract. The information provided for each proposed subcontractor or other partner must include the entire company name, company address, CAGE Code, DUNS Number/TIN and type of work to be performed.

• The period of time the arrangement is effective and signature of authorized individual(s) for both parties.

• A copy of the partnering document or subcontracting plan, which includes arrangement details (roles of both parties with regard to this solicitation and any contract that may result from this solicitation).

End of Factor 7 - Sub-Factor 6

FULL AND OPEN PROPOSAL- FACTOR 8 – PRICE PROPOSAL (NON-TECHNICAL

FACTOR) – (LOCATION IN PROPOSAL: VOLUME II, TAB 2 II)

Full and Open Proposal - Factor 8 - Sub-Factor 1 – Individual CLIN Price Analysis - (Location in Proposal: Volume II, Tab 2, Sub-Tab 1)

Evaluation:

Individual CLIN Price analysis (VOLUME II TAB II SUBTAB 1)

Government will evaluate the submitted pricing for the Base and Option(s) years. Government will evaluate the submitted pricing of individual items. This Non- Technical factor will be evaluated utilizing price analysis techniques identified in FAR Part 15.305(a) (1) and 15.404- 1(b)(1). The analysis will include review of price reasonableness.

The Government will evaluate offers for award purposes by examining individual CLIN for cost reasonableness. As the contract is an Indefinite Deliverable Indefinite Quantity there will not be an evaluation of the total cost. The Government may determine that an offer is unacceptable if

M-23 the option costs are significantly unbalanced. Evaluation of options shall not obligate the Government to exercise the option(s).

End of Factor 8 - Sub-Factor 1

Full and Open Proposal – Factor 8 – Sub-Factor 2 – Scenario Pricing Analysis: Scenario Price Analysis for Full and Open Proposals – (Location in Proposal: Volume II, Tab 2, Sub-Tab 2)

Scenario(s) Pricing (VOLUME II TAB II SUBTAB 2d)

Government will evaluate the submitted pricing for individual items as well as the total price for the applicable scenario(s). This factor will be evaluated utilizing price analysis techniques identified in FAR Part 15.305(a) (1) and 15.404-1(b)(1). The analysis will include review of price reasonableness. Offerors are required to use the CLIN tables for Full and Open Proposals Price Scenario 2 4. The scenario pricing analysis Price Scenario 2 4 is automatically completed when the CLIN table is completed.

a. Sub Tab 2d: Price Scenario 4 MHU Mission CLIN Price

Evaluation: The Government will evaluate the pricing scenario based on individual CLIN price and provided predetermined quantities. Offeror’s proposed prices will be evaluated for price reasonableness. Offeror will not receive ratings for the proposed Costs. different than Price Scenario 2 4 quantities. The CLIN quantities used for Price Scenario 2 4 is are not taken from

TS2 4.

Note: Pricing Scenarios are for proposal evaluation purposes only; however, CLIN Pricing offered are the Offeror’s CLIN pricing that will be included as the contract CLIN price in Section B of the contract.

Evaluation Ratings for Proposed Cost:

Offeror’s proposed costs/prices will be evaluated for price/cost reasonableness. Offeror will not receive ratings for the proposed Costs.

SUB-TAB 3 – Financial Responsibility Form

1. Type of Company 3. Name and Address of Parent

Company

Corporation Subsidiary Proprietorship Partnership Division or Other (Specify)

2. Years Established 3b. Name and Address of

Subsidiaries

M-24

Section II Balance Sheet/ Profit And Loss Statement

Part A Latest Balance Sheet

Part B Latest Profit and Loss Statement

Date

Current Period From: To:

Filed With Filed With

Net Sales Current

Period Financial Position First Year Prior

Cash Second Prior Fiscal Year

Accounts Receivable Inventory

Other Current Assets

Net Profit Before Taxes

Current Period

Total Current Assets First Year Prior

Fixed Assets Second Prior Fiscal Year

Current Liabilities Long Term Liabilities Total Liabilities Net Worth

Working Capital (Current assets less Current Liabilities)

Part C Other

Ratios

Fiscal Year Ends (Date):

Sub Tab 4: Evidence of Responsibility

The Offeror must submit sufficient evidence for the Contracting Officer to make an affirmative determination of responsibility pursuant to the requirements of FAR Subsection 9.104-1. However, in the case of a Small Business Offeror, the Contracting Officer will comply with FAR 19.6. Accordingly, Prime Offerors shall clearly address each element of responsibility. To be determined responsible, a prospective Offeror must:

M-25

a. Have adequate resources, including financial, facilities, equipment and personnel, to perform the contract, or the ability to obtain them (see FAR 9.104-3(a));

b. Be able to comply with the required or proposed delivery or performance schedule, taking into consideration all existing commercial and Governmental commitments;

c. Have a satisfactory performance record (See FAR 9.104-3(b) and Subpart 42.15). A prospective contractor will not be determined responsible or non-responsible solely on the basis of a lack of relevant performance history, except as provided in FAR 9.104-2;

d. Have a satisfactory record of integrity and business ethics;

e. Have the necessary organization, experience, accounting and operational controls, and technical skills, or the ability to obtain them (including, as appropriate, such elements as production control procedures, property control systems, quality assurance measures, and safety programs applicable to materials to be produced or services to be performed by the prospective contractor and subcontractors). (See FAR 9.104-3(a)) f. Have the necessary production, construction, and technical equipment and facilities, or the ability to obtain them (See FAR 9.104- 3(a)); and

f. Be otherwise qualified and eligible to receive an award under applicable laws and regulations (e.g., Equal Opportunity, Clean Air and Water, Small Business Subcontracting, etc.).

Sub Tab 5: Letters of Commitment (Subcontractors)

The Business Proposal shall include a letter, on subcontractor letterhead, and signed by an authorized representative of each subcontractor, which specifically indicates the subcontractor's agreement to be included in the Offeror’s proposed teaming arrangement.

Sub Tab 6: Partnering Agreement

If the Offeror is proposing any type of partnering arrangement (i.e., joint venture, teaming arrangement/agreement, sub-contracting arrangement; etc.) the Offeror must include in this TAB:

1) A description of the partnering agreement or a summary of the subcontract.

The information provided for each proposed subcontractor or other partner must include the entire company name, company address, CAGE Code, DUNS Number/TIN and type of work to be performed.

2) The period of time the arrangement is effective and signature of authorized individual(s) for both parties.

M-26

3) A copy of the partnering document or subcontracting plan, which includes arrangement details (roles of both parties with regard to this solicitation and any contract that may result from this solicitation).

Instructions for Proposing Subcontractors

• If an Offeror wishes to receive credit for the experience or past performance of a subcontractor, including a firm that is a proposed subcontractor to the prime contractor or a joint venture partner, the Offeror must submit a letter of commitment to subcontract under the proposed project, signed both by the subcontractor and the Offeror.

• The commitment letter must be submitted even…