Attachment D_AM5L_14Oct11.pdf

HSHQDC-11-R-00144 - Amendment 00005 - Attachment D

ADDENDUM TO FAR 52.212-1

INSTRUCTIONS, CONDITIONS AND NOTICES TO OFFERORS

As this solicitation is issued on a competitive basis, offerors are advised to pay careful attention to the submission instructions and evaluation criteria to ensure responsive submissions to solicitation requirements. Compliance with solicitation requirements to include the instructions herein is mandatory.

Non-compliance may render a Proposal non-responsive, and the Government may exclude the proposal from consideration for award. Subcontractors may submit proprietary data directly to susan.eicher@hq.dhs.gov (AM 00005)

SUBMISSION

Proposals must be prepared in Microsoft Office format (Word, Excel, or PowerPoint) Or Adobe pdf Any other formats will not be accepted. Proposal page limitations for each section are specified below and shall be adhered to. Pages submitted in excess of the page limitation will not be reviewed or evaluated by the Government.

Each offeror shall submit one (1) electronic proposal to susan.eicher@hq.dhs.gov. (AM00005) The subject line shall state that it is a Proposal in response to HSHQDC-11-R-00144. Emailed submissions for solicitation HSHQDC-11-R-00144 must be in separate attachments and clearly indicate which volume coincides with which attachment. The proposal must be valid for a period of 90 days from the date of submission.

PROPOSAL CONTENT

Offerors shall submit a written response to this RFP in five separate volumes.

Volume I shall contain the offeror’s Technical Solution and Management Plan and its Past Performance References for the IDIQ Statement of Work (Attachment B).

Volume II shall contain the offeror’s Price Proposal. A template is provided in Attachment A1.

Volume III shall contain the offeror’s Staffing and Management Plan specifically for Task Order 01 Statement of Work (Attachment F).

Volume IV shall contain the offeror’s Price Proposal for Task Order 01. A template is provided in Attachment A2.

Volume V shall contain the items listed in the Additional Instructions section of Attachment D.

The page limits for the aforementioned volumes are specified below:

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Volume Description Page Limit

Volume I --------------

Technical Solution and Management Plan

15 pages

Past Performance 3 pages

Volume II IDIQ Price Proposal No Limit

Volume III Staffing and Management Plan for Task Order 01 10 Pages

Volume IV Price Proposal for Task Order 01 No Limit

Volume V Other Proposal Requirements No Limit

The Government will award one contract resulting from this solicitation to the responsible offeror whose offer provides the best value to the government, price and other factors considered.

TECHNICAL PROPOSAL REQUIREMENTS

The offeror’s proposal shall address each of the areas below within its proposal:

1. Technical Solution and Management Plan

The offeror shall propose its technical solution to meet the requirements of the HSIN SOW (Attachment B) for providing professional program management support services which include:

a. Program Management Support

b. Program Operations Support

c. Requirements Management Support

d. Test and Evaluation Support

e. Portal Consolidation and Other Tasks

The offeror shall provide a Management Plan to include:

• Description of roles and responsibilities, assignment of proposed key personnel and their commitments to support the Government’s performance objectives described in the Statement of Work

• Approach to task execution, technical approach and resource management strategy

• Identification of execution risks and plan for mitigating risks

• Approach to quality control and quality assurance

• Explain how key a subcontractor(s) will be integrated.

• Outline an effective strategy to conduct transition activities from the incumbent to the new performer over a period not to exceed forty-five (45) days beginning on the first day of the period of performance.

2. Staffing and Management Plan for Task Order 01(Resumes must not exceed one page and are excluded from the Volume page count.)

• For Task Order 01, the offeror shall propose a technical approach and staffing plan that demonstrates the resources and capabilities necessary to satisfy all the requirements of the Task Order 01 Statement of Work (SOW) (Attachment F). The offeror shall describe their methodology and recruitment and retention process to staff the positions proposed if awarded the contract. The offeror shall provide resumes and letters of intent for all personnel proposed under Task Order 1. Explain how key a subcontractor(s) will be integrated.

3. Past Performance References

Past Performance shall successfully demonstrate past performance of similar size and scope to the IDIQ SOW (Attachment B). Three references in relation to this factor are requested for the prime and each subcontractor (AM 00005). The contractor shall include a discussion of applicable areas of technical competence as it relates to the work being requested. Additionally, the contractor shall propose demonstrated successful past performance as it relates to the unique and complex nature of the HSIN program environment or work of a similar type and complexity. Attachment G shall be submitted directly from the past performance references to the Contracting Officer no later than the due date for the proposals.

4. Price

The offeror's price proposal shall contain the proposed hourly rate to the Government for performing the work described in the IDIQ Statement of Work (Attachment B) as proposed in the offeror's technical proposal. The offeror shall propose fully burdened fixed priced hourly rates for all labor categories in the Evaluation sheet in Attachment A-1for the entire period of performance of the potential IDIQ. These rates shall clearly be differentiated by Government fiscal year and shall not include any costs associated with travel. The fixed hourly rates for each labor category proposed must include direct and indirect costs, and profit.

A position description shall be provided for each labor category. Each position description must include years of experience, education, and identify the work effort to be performed under the labor category proposed. Offerors may propose their own labor category and must provide a matrix that correlates their labor category to the Government labor category. Contractor format is acceptable for the matrix that correlates the Government labor category to the Offeror’s labor category. The position description must specify the Government labor category with the Offeror’s labor category. (AM00005)

The Offeror shall provide a separate schedule which shows its labor rates by Government fiscal year – Contractor format is acceptable. Indicate whether the labor rates to be used are Government-approved. If not, indicate the basis on which the rates were established. Provide a copy of any Labor rates approved or recommended by the Defense Contract Audit Agency (DCAA) –or Forward Pricing Rate Agreement approved by DCAA. Include a copy of the DCAA Approval Memorandum

All hourly rates are based on a 40-hour work-week (ex. 1,920 hours per year or in accordance with the Contractor’s corporate policy). The offeror shall propose rates in accordance with the following:

(1) Government Site Rates. When performing at Government sites, the Contractor shall furnish fully-burdened labor rates. The Government will provide only office space, furniture, and office equipment and supplies, as described in Section H.8, Government Property and as specified in the individual Task Orders.

For Task Order 01, the offeror shall propose a Labor Hour proposal in accordance with Attachment A2.

All rates proposed must be in accordance with the proposed rates and proposed labor categories (AM00005) for the IDIQ.

ADDITIONAL INSTRUCTIONS:

Offeror Team Matrix:

DHS feels that it is important that the personnel who will perform the contract also contribute significantly to the development of the technical solution. Therefore, the Offeror shall also provide in a matrix format those members of staff (an employee of the firm who is subject to the Offeror’s supervision and control as to time, place, and performance) and consultant(s) that participated in the Offer writing process, the part of the Offer to which each contributed, the percentage of the Offer in which each participated in writing, and the level of their planned involvement in the contract effort.

Price Proposal:

The Offeror shall state what percentage of its estimated total business this effort will entail during the period of performance. The Offeror shall provide its financial statements covering the past two years of business operation. The Offeror shall indicate its current Dunn and Bradstreet rating or equivalent.

The Offeror shall provide this information for the company, its affiliates, and all subsidiaries or divisions that will perform under the contract, including where such information is located in separate financial records. Similar information shall be provided for all proposed major subcontractors.

A major subcontractor is a subcontractor whose total Offer is priced at $500,000 or greater.

Organizational Structure Change History

Many companies have acquired, been acquired by, or otherwise merged with other companies and/or reorganized their divisions, business groups, subsidiary companies, etc. In many cases, these changes have taken place during the time of performance of relevant present or past efforts or between conclusion of recent past efforts and this source selection. As a result, determining what past performance is relevant to this acquisition may be difficult. To facilitate this relevancy determination, Offerors shall include in this volume a “roadmap” describing all such changes in the organization of their company. As part of this explanation, Offerors must show how these changes impact the relevance of any efforts identified for past performance evaluation/performance confidence assessment.

Government Offices

Provide the mailing address, telephone, facsimile numbers, facility codes, and point of contact name for the cognizant Contract Administration Office (DACO) and DCAA.

Associate Contractor Agreements

Provide a copy of each relevant Contractor Agreement, i.e., subcontract, teaming agreement, joint venture agreement, etc.

EVALUATION FACTORS FOR AWARD

1. Contract Award

Award will be made to the offeror whose proposal is determined to best meet the needs of the Government after considerations of all factors, that is, the proposal that provides the best value to the Government. Best value is defined as the offer that results in the most advantageous acquisition decision for the Government as determined by an integrated assessment and trade-off analysis among non-price and price factors.

The Government may award a contract to other than the lowest priced offeror, or other than the offeror with the highest non-price rating. The Government reserves the right to award without discussions;

however, the Government reserves the right to conduct discussions if deemed necessary. Further, the Government may reject any or all offers if such action is deemed to be in the Government’s best interests;

accept other than the lowest offer; and waive informalities or minor irregularities in offers received. The Government will award a contract resulting from this RFP to the responsible offeror whose proposal offers the most advantageous solution to DHS, considering both price and technical solution.

The Government reserves the right to award Task Order 01 based on the information provided in response to this request for proposals. It is the Government’s intention to award the Transition Period of Task Order 01 at time of IDIQ award.

2. Evaluation Method

The Government will evaluate the offeror’s proposal to determine the extent to which the proposal demonstrates the Offeror’s understanding of the work to be performed and to what extent the approach to accomplishing the requirements complies with the DHS’s Statement of Objectives (SOW) and the Task Order 01 SOW, in accordance with the evaluation factors set forth below.

The Government will evaluate how well the offeror’s Technical Proposal demonstrates the ability to provide comprehensive services in accordance with the SOW and demonstrates how efficiently these approaches provide for successful completion of the performance objectives. The Government will also evaluate how well the proposal for Task Order 01 proposes to fulfill the requirements and successfully demonstrates an understanding of the program’s goals and objectives.

3. Relative Order of Importance

The factors that will be used to evaluate all proposals are as follows:

Factor 1 – Technical Solution and Management Plan

Factor 2 – Staffing and Management Plan for Task Order 01

Factor 3 – Past Performance

Factor 4 – Price

Factor 1 is more important than each of the other non-/price factors. Factor 2 is more important than Factor 3. Factors 1, 2 and 3 will be individually rated on an adjectival scale. When considered together, the non-price factors are significantly more important than price. Although price will not be rated during the evaluation of the proposals, it may become the determinative factor in the final source selection decision when making the best value “trade-off” determination.

4. Adjectival Ratings

Rating System for Evaluation For Technical and Management Factors

Technical: The technical rating evaluation process will include consideration of risk in conjunction with the strengths, weaknesses, and deficiencies in determining technical ratings.

Rating Definition Superior The response demonstrates excellent understanding of requirements and approach that exceeds performance or capability standards. Strengths far outweigh any weaknesses. There are no deficiencies. Risk of unsuccessful performance is very low.

Good Proposal meets requirements and indicates a thorough approach and understanding of the requirements. Proposal contains at least one strength and no deficiencies. Risk of unsuccessful performance is low.

Acceptable Proposal meets requirements and indicates an adequate approach and understanding of the requirements. Strengths and weaknesses are offsetting or will have little or no impact on contract performance. Risk of unsuccessful performance is no worse than moderate.

Unacceptable Proposal does not meet requirements and contains one or more deficiencies for which correction would require a major revision or rewrite of the proposal.

Rating System for Evaluation ofPast Performance Factors

Rating Definition Superior The Offeror’s record of past performance, as applicable, indicates that the Government may expect superior performance and customer satisfaction for this effort with minimal risk.

Good The Offeror’s record of past performance, as applicable, indicates that the Government may expect satisfactory performance and customer satisfaction for this effort with minimal risk.

Acceptable The Offeror’s record of past performance, as applicable, indicates that the Government may expect satisfactory performance and customer satisfaction for this effort with some risk.

Unacceptable The Offeror’s record of past performance, as applicable, indicates that the Government may expect unsatisfactory performance and customer satisfaction for this effort with a high degree of risk.

Neutral A “Neutral” rating indicates an Offeror without a record of past performance or for which directly related information or similar past performance is not available.

5. Evaluation Factors are comprised of Technical and Price.

1. Factor 1 – Technical Solution and Management Plan

The contractor shall provide personnel, materials, and services capable of providing the full range of support services specified above to meet the contract requirements. HSIN also envisions a technical approach that combines appropriate elements of agile process methodologies in order to (1) balance rapid incremental results with the overarching integration goal, and (2) permit addressing programs on a priority basis. The Contractor is expected to assist with the development of an execution framework that achieves effective HSIN-wide integration as rapidly as possible, clearly capitalizing on incremental gains and improvements consistent with HSIN program goals and objectives.

Additionally, the contractor shall demonstrate a successful methodology for the application and completion of the following areas as defined in the IDIQ SOW (Attachment B):

Note: Areas of technical competence shall be applicable to support all the factors for award of this requirement.

Areas of Technical Competence

As defined in Section 4 of the HSIN SOW (Attachment B)

Program Support

The Contractor shall conduct a review of current HSIN technical architecture, processes, and policies across all work streams and develop an “As Is” Enterprise Business Architecture description.

Program Operations

The Contractor shall support the identification, analysis, and documentation of the business, technical, and policy requirements associated with the HSIN “To Be” Enterprise Business Architecture

Requirements Management

The Contractor shall assist with the development of a strategy for transition of HSIN to the government-approved interim and final “To Be” architectures in a phased approach. This planning support shall include transition steps and actions, change management, communications, and resource assessments associated with the recommended strategy for achieving the integrated HSIN business and technical environment identified in the “To Be” architectures. The strategy shall address organizational, system, technology, policy, and human capital dimensions.

Test and Evaluation

During the implementation phase, the Contractor shall provide support to coordinate and integrate HSIN transformation activities to achieve the Government-approved interim and final “To Be” architectures. Transition support activities will include execution of transition communications described within the Government-approved HSIN Transition Plan in close coordination with HSIN officials.

Portal Consolidation and Other Tasks

Provide support for portal consolidation projects, emerging tasks, subject matter expertise and program service center and helpdesk support.

The offeror’s management plan shall address the areas of technical competence provided above as applicable, to support their approach to fulfillment of the PMO’s requirement.

The offeror shall discuss transition methods to be used at contract award with the incumbent contractor, and those that will be used at contract expiration.

2. Factor 2 –Staffing and Management Plan for Task Order 01 (Resumes must not exceed one page)

The Government shall evaluate the offeror’s proposed team and staffing plan which must adequately demonstrate the resources and capabilities necessary to satisfy all the requirements of the Task Order 01 Statement of Work (Attachment F). The offeror’s methodology and processes to staff the positions proposed will be evaluated for efficiency.

In addition, the offeror’s staffing plan shall demonstrate that the specific staff proposed possesses the requisite qualifications, management and direct experience in successful efforts of comparable complexity and scope to the requirements described in the SOW. The staffing plan shall describe the offeror’s proposed labor mix for this task order. The offeror shall provide resumes and letters of intent for all personnel proposed under Task Order 1.

Key criteria for staffing requirements include:

• MS SharePoint knowledge, management and implementation experience;

• Applied Agile Software development methodology (for capturing, tracing requirements, mapping requirements and user stories/use cases)

• Agile SCRUM and Sprint management expertise

• Experience in managing large, complex corporate enterprise projects in a task order/contract environment

• Experience performing the day-to-day management of overall contract/task order support operations involving multiple projects and groups of personnel; experience organizing, directing and coordinating the planning and production of contract/task order support activities;

• Knowledge of the DHS SELC and PMI certification (or demonstrated understanding and experience with the PMBOK).

3. Factor 3 - Past Performance References

The Government will evaluate the offeror’s (prime and subcontractor’s) (AM 00005) related past performance and will assess the risk as it relates specifically to the scope of work for this solicitation and successful accomplishment of the required effort. The government will solicit from available sources, including references and clients identified by the offeror, past performance data of the offeror; and will consider such information in its evaluation. When assessing performance risk, the Government will focus its inquiry on the past performance of the offeror regarding solicitation requirements. This assessment will include the offeror’s (prime and subcontractor’s) (AM 00005) record on cost, schedule, and performance, as well as its history for commitment to customer satisfaction. The Offeror shall identify and provide any current DHS contract performance data.

Past performance information may be obtained through the Contractor Performance Assessment Reporting Systems (CPARS), similar systems of other federal (or state) government departments and agencies, questionnaires tailored to the circumstances of this acquisition, Defense Contract Management Agency (DCMA) channels, interviews with program managers and contracting officers and other sources known to the government, including commercial sources. When assessing the offeror’s past performance, the Government may contact other sources of information, including but not limited to, better business bureaus, previous customers, other contractors who have worked with the offeror (but not bidding with the offeror in this procurement), and published media. In conducting this assessment, the Government reserves the right to use both data provided by each offeror and data obtained from other sources.

If the offeror (prime and/or subcontractor) (AM00005) does not have a record of relevant past performance or if information about the offeror’s (prime and/or subcontractor) (AM00005) past performance is not available, then the government will not evaluate the offeror’s (prime and/or subcontractor) (AM 00005) past performance favorably or unfavorably and a neutral rating will be assessed.

4. Factor 4 – Price

The labor hour rates proposed for the IDIQ contract will be evaluated for reasonableness in accordance with one or more price analysis techniques identified in FAR 15.404 and the factors cited in 12.209 The total evaluated price of the Offeror’s proposal will be calculated in the Evaluation sheet in Attachment A1 by multiplying each labor rate by the applicable evaluation hours and summing the total price for the base and option year. Any proposal that is unreasonable or materially unbalanced as to price for basic and option items including follow-on years may be rejected. An unbalanced proposal is one that incorporates prices that are significantly understated or overstated as indicated by price analysis techniques.

Prices for additional labor categories will only be evaluated on a case by case basis after contract award, in accordance with Section 9 of Attachment E.

The price proposed for Task Order 01 will be evaluated on the basis of total estimated price to the Government. The Government will evaluate offers by summing the total estimated price of the base year with the total estimated price of each option period. Evaluation of options shall not obligate the Government to exercise the options(s). Any proposal that is unreasonable or materially unbalanced as to price for basic and option items including follow-on years may be rejected. An unbalanced proposal is one that incorporates prices that are significantly understated or overstated as indicated by price analysis techniques.