HT001120R0003-0001.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A. NAME AND TITLE OF SIGNER (Type or print)

30-105-04EXCEPTION TO SF 30

APPROVED BY OIRM 11-84

STANDARD FORM 30 (Rev. 10-83) Prescribed by GSA

FAR (48 CFR) 53.243

Changes effected by this amendment correct errors and add clarifications from answ ers to questions and additional agency review of the solicitation, including:

1. Incorporating answ ers to questions and extending the date for receipt of proposals to June 22nd, 2020,

2. Adding instructions for subcontractor inputs to the Professional Employee Compensation Plan,

3. Removing lessons learned from the required content of the Transition Plan,

4. Correcting Techical subfactor evaluation criteria references to proposal Volume 1 sections,

5. Correcting sequence numbers and paragraph references in the PWS Performance Requirements Summary, and

6. Revise evaluation criteria/ratiings for Transition Plan, Quality Control Approach, and Limitations on Subcontracting technical subfactors,

7. Correct email address on PPQ form - either version of PPQ form w ill be accepted (Re-submission not required).

See Summary of Changes for the full extent of changes.

1. CONTRACT ID CODE PAGE OF PAGES

J 1 17

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

16C. DATE SIGNED

BY 05-Jun-2020

16B. UNITED STATES OF AMERICA15C. DATE SIGNED15B. CONTRACTOR/OFFEROR

(Signature of Contracting Officer)(Signature of person authorized to sign)

8. NAME AND ADDRESS OF CONTRACTOR (No., Street, County, State and Zip Code) X HT001120R0003

X 9B. DATED (SEE ITEM 11)

13-May-2020

10B. DATED (SEE ITEM 13)

9A. AMENDMENT OF SOLICITATION NO.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

X The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offer X is extended, is not extended.

Offer must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended by one of the following methods:

(a) By completing Items 8 and 15, and returning 1 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN

REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE

CONTRACT ORDER NO. IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(B).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

E. IMPORTANT: Contractor is not, is required to sign this document and return copies to the issuing office.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

10A. MOD. OF CONTRACT/ORDER NO.

2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO.(If applicable)

6. ISSUED BY

3. EFFECTIVE DATE

05-Jun-2020

CODE

DHA CONTRACTING OFFICE-(PS-CD) HT0011

7700 ARLINGTON BLVD

FALLS CHURCH VA 22042

HT0011 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

HT001120R0003

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION SF 1449 - CONTINUATION SHEET

SOLICITATION/CONTRACT FORM

The required response date/time has changed from 11-Jun-2020 02:00 PM to 22-Jun-2020 02:00 PM.

TABLE OF CONTENTS

The Table of Contents has changed from:

Exhibit/Attachment Table of Contents

DOCUMENT TYPE DESCRIPTION PAGES DATE

Attachment 01 Performance Work

Statement

06-MAY-2020

Attachment 02 DHA Form 49 Nondisclosure Agreement

22-MAR-2019

Attachment 03 Onboarding Checklist Attachment 04 DHA CAC Request

Process

01-JAN-2018

Attachment 05 DCMD TASS Application

01-JAN-2018

Attachment 06 PII PHI and Federal Information Requirements

23-MAY-2017

Attachment A Pricing Sheet 06-MAY-2020 Attachment B Past Performance

Questionnaire

Attachment C Disclosure of Contracts Attachment D Subcontractor Past

Performance Consent to:

Exhibit/Attachment Table of Contents

DOCUMENT TYPE DESCRIPTION PAGES DATE

Attachment 01 Performance Work

Statement (0001)

29 27-MAY-2020

Attachment 02 DHA Form 49 Nondisclosure Agreement

22-MAR-2019

Attachment 03 Onboarding Checklist Attachment 04 DHA CAC Request

Process

01-JAN-2018

Attachment 05 DCMD TASS Application

01-JAN-2018

Attachment 06 PII PHI and Federal Information Requirements

23-MAY-2017

Attachment A Pricing Sheet 06-MAY-2020

Attachment B Past Performance Questionnaire (0001)

Attachment C Disclosure of Contracts Attachment D Subcontractor Past

Performance Consent

Attachment E Questions and Answers (0001)

10 04-JUN-2020

The following have been modified:

ADDENDUM TO 52.212-1

Replace paragraphs (c) and (e) in the provision at FAR 52.212-1, as incorporated into this solicitation, with the following paragraphs (c) and (e):

(c) Period for acceptance of offers. The Offeror agrees to hold the prices in its offer firm for 180 calendar days from the date specified for receipt of offers.

(e) Multiple Offers. Offerors shall submit one offer presenting terms and conditions and commercial items/services for satisfying the requirements of this solicitation. In the event an Offeror submits more than one offer, only the last complete offer submitted prior to the due date and time for offers will be evaluated.

Append the following paragraphs to the provision at FAR 52.212-1, as incorporated into this solicitation, beginning with paragraph (m):

(m) Offer Submission Instructions. This solicitation uses commercial terms and conditions in commercial format at FAR Part 12 and competitive procedures at FAR Subpart 15.3. As the Government intends to award without discussions, the initial offer should reflect a competitive position in terms of price and technical approach. Only one contract award is anticipated to result from this Request for Proposal (RFP); however, prior to award, the Government reserves the right to withdraw, modify, or eliminate various aspects of the requirement determined to be too costly or impractical. By submitting an offer, the offeror indicates intent to comply with all requirements of the solicitation and perform all work within the scope of an anticipated contract award. Offers that do not comply with RFP instructions may be rejected without consideration or evaluation. In particular, offerors’ attention is directed to the provision at DHA.L.1, Organizational Conflicts Of Interest (OCI). As required in paragraph (c)(2) of the provision, offerors shall disclose all relevant facts concerning past, present, and planned interests that may create or appear to create OCI relating to the work described in this solicitation. This disclosure includes a 5-year history of contracts and subcontracts in support of Defense Heath Agency. As required in paragraph (e)(1) of the provision, ALL OFFERORS SHALL SUBMIT AN OCI MITIGATION PLAN even if the offeror has NEVER performed contracts for DHA.

(1) Points of Contact. Points of Contact (POC) for this solicitation are robert.e.leblanc6.civ@mail.mil and john.j.kelley36.ctr@mail.mil.

(2) Questions. Questions shall be submitted via email to Points of Contact no later than May 20, 2020 at 2:00 p.m. Eastern Standard Time. The Government will post answers to questions, as well as any accompanying modification to the solicitation, to the Contracting Opportunities web site. The Government will not prepare answers to questions submitted after this date and time.

(3) Electronic Submittal. Offers shall be electronically submitted via e-mail to the Points of Contact identified above. The firewall utilized by the Government contracting office does not authorize or accept zip files.

(n) Offer Content and Format. An offer shall consist of a cover letter and four volumes: Volume 1 for material to be reviewed under the technical subfactors, Volume 2 for material to be reviewed under the Past Performance factor, Volume 3 for all price information, and Volume 4 for all other information required for compliance with the solicitation, including disclosures relevant to OCI and OCI mitigation plan. An offer page is 8.5 inches by 11 inches with 1-inch margins using single lines in Times New Roman font of no less than 12-point size font. Tables, graphics, and call-outs may use 10-point font. Narrative shall be submitted in MS Word or searchable PDF Format.

Detailed pricing information shall be submitted in tabular format compatible with MS Excel extended out two decimal places. All pages of the offer volumes shall be numbered, using a uniform numbering system. Any offer containing proprietary information shall be clearly marked. Page numbers, proprietary (or other control) markings, and information to organize or index the offer (e.g., volume number, solicitation number, etc.) may be included in the page margins such as a header or footer. Each volume shall contain a glossary of all abbreviations and acronyms used, with an explanation for each. Each volume may contain a Cover Page and Table of Contents. Cover Pages, Glossaries and Tables of Contents do not count against the page limitations for their respective volumes.

(1) Cover Letter Instructions. The cover letter shall reference the solicitation number and identify all enclosures being transmitted as part of the offer. The cover letter shall include the Company Name, Address, Contract and Government Entity (CAGE) code and DUNS number. The cover letter shall identify the name, address (if different from the company address), telephone number and e-mail address of the individual authorized to provide clarifications and have communications with the Government. Cover letters shall state offer validity for at least 180 days from the date specified for receipt of offers and shall provide a statement specifying the extent of agreement with terms, conditions, provisions, and representations and certifications included in the solicitation. Cover letters shall indicate receipt of all solicitation amendments by incorporating one copy of each Standard Form 30 OR by listing each solicitation amendment. The cover letter may include any other information required for compliance with the solicitation, but not specified for inclusion in an offer volume.

Contents of the cover letter will not be evaluated against the evaluation criteria specified in FAR 52.212-2 and its addendum, as incorporated in this solicitation. The cover letter has no page limit.

(2) Volume 1, Technical Instructions. Volume 1 shall include Technical Approach Narrative, Transition Plan Approach Narrative (Incoming and Outgoing), and the Quality Control Approach Narrative, limited to a combined 20 pages. The offer shall not simply rephrase or restate the Government’s requirements, but shall provide convincing rationale to address how the Offeror intends to meet the requirements. Volume 1 shall include a Quality Control Plan, limited to seven pages. Volume 1 shall include key personnel resumes, not to exceed 5 pages, each.

(i) Section 1, Technical Approach Narrative. The offer shall describe the proposed resources to perform the total effort described in the PWS and explain why they are sufficient to perform the complete effort.

The offer shall describe the technical approach, including specific capabilities, to perform the tasks at PWS paragraphs 5.4.1, 5.4.2, 5.4.3, 5.10.1, 5.10.2, and 5.10.3.

(ii) Section 2, Transition Approach Narrative. The offer shall describe the approach to incoming and outgoing transition specified at PWS paragraph 1.6.1. The plan shall include a high-level project plan in chart form, for the proposed project, depicting your implementation approach, including: schedule, work streams, activities, duration, milestones and dependencies. The offer shall address the following:

(A) Planning and execution milestones and tasks to meet transition timelines, including compliance with DHA information assurance requirements;

(B) Roles and responsibilities for transition tasks; and

(C) Risks and mitigation strategies;

(iii) Section 3, Quality Control Approach Narrative. The offer may include additional narrative amplifying information contained in the QCP.

(iv) Section 4, Quality Control Plan. This shall include the Quality Control Plan (QCP) (Deliverable 2) as described by PWS Section 1.10.1 and Deliverable Schedule. At minimum, the QCP shall address the following:

(A) Sampling and measuring for each Performance Requirements Summary (PRS) (PWS Part 7) measure. The plan must detail the procedures to be utilized to ensure inspection will be taken from the appropriate phases of workflow..

(B) Develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services.

(C) When, where and by whom the Contractor’s process controls will be performed. The Offeror should state the number of people that will be permanently assigned to this program and their assignments.

(D) Appointment of an official who shall be responsible for the operation of the quality control system/department and for investigating and ascertaining the causes of deficiencies.

(E) Describe the safeguarding and protection of privacy information.

(v) Section 5, Key Personnel Resumes. This shall include Program Manager (SR), Program Manager Deputy, Policy Analyst (SR) Supervisor, and Operations Research Analyst (SR) key personnel resumes.

Resumes shall list positions held in chronological order with the most recent employment first. Resumes shall identify the start date and end date of each position by month and year. Resumes may summarize experience and competencies as they relate to the requirements of the PWS. The offer shall include a one-page letter of intent for any proposed key personnel who are not currently in the employ of the offeror. The offeror shall submit certificates and any other pertinent information that Key Personnel meet the following minimum requirements:

(A) The following required and desired qualifications apply for the: Program Manager (SR), and Program Manager Deputy positions.

Required: At least 3 years of program management experience; Lean Six Sigma Certification.

Desired: Experience with DoD’s Disability Evaluation System (DES) either as a Military Department Medical Evaluation Board, Physical Evaluation Board member or DES program manager/staff officer; or experience as a contractor supporting DoD’s or a Military Departments’ DES; Experience as a Staff officer at the OSD or Military Department level.

(B) The following required and desired qualifications apply to the Policy Analyst (SR) Supervisor position.

Required: Legislative Affairs experience with a Government or non-governmental organization, to include evaluating legislation and responding to high-level inquiries; Lean Six Sigma certification.

Desired: Experience as a Staff officer at the OSD or Military Department level.

(C) The following required qualifications apply to the Operations Research Analysts (SR)

Required: 2 years of experience in mathematics, calculus, probability, statistics, mathematical logic, science, or subject-matter courses requiring substantial competence in advanced college-level mathematics or statistics; experience with advanced techniques, such as optimization, data mining, statistical analysis and mathematical modeling, to develop solutions that help businesses/organizations operate more efficiently and cost-effectively; experience with or managing a team that utilizes current analytic applications/software (examples: Office Suite, Adobe Pro, Visio, R/R studio, Visual Basic for Applications (VBA), SQLite, SPSS (request submitted, still waiting for approval/installation) HTML/CSS/JavaScript, Duplicate File Detector, MiKTeX (free/open source typesetting software), Rtools, AnyLogic Professional, Python, Angular/React, AWS, PowerBI/Tableau, Github, and Microsoft Project).

(vi) Section 6, Staffing Plan. The staffing plan will not be evaluated, but will serve as the baseline against which staffing performance is assessed during contract performance (see PWS paragraph 5.18). The offer shall describe roles and functions within the team and the allocation and management of the full range of the work effort described in the PWS. The Staffing Plan shall show the allocation of labor categories and labor hours consistent with the information submitted in the pricing sheet. The plan shall not include monetary figures or unit pricing. The offer shall identify the numbers of current employees, contingent employees and vacant positions reflected in the offer’s proposed labor. For current and contingent employees the offer shall summarize education, experience, and certifications relevant to the offer effort.

The offer shall describe the qualifications of hiring officials to assess candidates for vacant positions. The staffing plan should clearly illustrate the offeror’s approach to achieve the following:

(A) Assignment of personnel to meet the experience, educational, or other background requirements and perform capably in an efficient, reliable, and professional manner.

(B) Personnel, organization, and administrative control necessary to ensure that the services performed meet all requirements specified in delivery/task orders.

(C) Mix and balance of education, experience and certifications of team members contribute to quality and effectiveness.

(3) Volume 2, Past Performance. The offer shall identify the performance history and references for past performance questionnaires. Performance history shall include at least the efforts identified as references and may include any other relevant efforts. Performance history shall not exceed one page for each identified effort.

The offer shall include no more than five references.

(i) Performance History. The offer shall identify past performance efforts potentially relevant to the requirement of this solicitation, and performed by the offeror, a proposed subcontractor or proposed teaming partner. Each entry in the performance history shall cite a single definitive contract or order, such as a task order or Blanket Purchase Agreement (BPA) call. For an initial award with one or more follow-on awards, each unique award number must be listed as a separate effort. Ordering vehicles such as BPAs, Basic Ordering Agreements, Federal Supply Schedules and Indefinite Delivery/Indefinite Quantity contracts may not be cited as past performance efforts, although an effort citing a unique order number may also include the ordering vehicle number. Where the offeror, subcontractor or teaming partner has multiple business units, such as multiple CAGE codes, the referenced effort shall relate to the same business unit supporting the proposed effort and must have been performed within the past three years from the date of the solicitation. The offer shall identify the contract number, dates of performance, and contact information for an individual knowledgeable of the offeror’s performance. The offer shall describe the extent to which each contract is relevant to the proposed effort. Relevant work is similar in size, scope, and complexity to the work described in the PWS and demonstrates the offeror’s ability to perform the primary and vital requirements of that work.

(ii) References. The offeror may seek up to five past performance references for contracts identified in the performance history using the Past Performance Questionnaire at Attachment B of the solicitation. The offeror should complete the first page of the questionnaire and provide the file to a contact who is knowledgeable of the offeror’s performance for the reference organization. The contact must be an employee or authorized agent of the reference organization. The contact should complete the remainder of the form and forward directly to the Government points of contact for this solicitation. The offer shall include the first page of each questionnaire issued by the offeror.

(iii) Information From Other Sources: The Government may also seek and consider past performance information obtained through other sources.

(iv) Subcontractor Past Performance Consent. The offeror shall provide a signed statement from each proposed subcontractor or teaming partner consenting to exchanges between the Government and offeror concerning the proposed subcontractor’s or teaming partner’s past performance. Exchanges may include clarifications concerning past performance relevance or other communications concerning adverse past performance information. Consent must cover exchanges concerning past performance efforts identified in the offer and recent, relevant past performance information obtained by the Government from other sources.

(4) Volume 3, Price Instructions. The price volume shall include a price narrative, pricing information in tabular format, and a Professional Employee Compensation Plan. The Government intends to award a Firm Fixed Price contract. There will be no Other Direct Costs (ODCs) CLIN provided on this contract. Prices of the Firm Fixed Price CLINs shall include the full scope of the offeror’s approach to providing the services described in the Performance Work Statement. Offerors are expected to price the CLIN structure provided in the solicitation out to two decimal places The offeror’s price narrative shall not include assumptions that change the terms or provisions of this solicitation. The Government reserves the right to not accept deviations, exceptions, or conditional assumptions taken to the requirements of the solicitation. Based on the availability of funds at time of award, the Government reserves the right to decrease the duration of the period of performance for the Base Period and any other Option Period before awarding a contract. Price narrative, pricing sheet and supplemental pricing information have no page limits. Professional Employee Compensation Plan is limited to ten pages.

(i) Price Narrative. The offer may include any other explanation of pricing in narrative format.

(i) Pricing Sheet. The offer shall include a completed pricing in the “CLINS TOTAL” tab of Attachment A, Pricing Sheet, in a Microsoft Excel format. The attached pricing sheet is set to calculate the CLIN prices from the “CLIN BREAKDOWN” tabs. Offerors making alterations or additions to the pricing sheet are responsible for ensuring that CLIN unit prices and total prices calculate correctly. All fixed price line items must include a unit price, rounded and extended out two decimal places. The price of extension of service at FAR 52.217-8 for direct labor services shall equal 6 months of performance at the monthly price of CLIN 4001. Failure to submit a price on any CLIN shall be a material deficiency of the offer and result in it being rejected without evaluation. The spreadsheets must be formatted such that when printed, the pages will be readable on 8.5 x 11 inch paper.

(ii) Supplemental Pricing Information. The offer shall include supplemental pricing information that provides a breakdown of the price for each fixed-price CLIN. The offeror shall show the fully burdened rate. This breakdown shall identify each item (e.g. labor category), and the number of units of the item (e.g., labor hours). The offer shall demonstrate calculation of the CLIN unit price from the item price information. The offeror shall complete a “CLIN BREAKDOWN” tab of Attachment A, Pricing Sheet, for each services CLIN 0001, 1001, 2001, 3001 and 4001. The offeror shall complete all cells where an input is required. Supplemental pricing information shall identify item prices for services to be performed by the offeror, similarly situated subcontractors, and subcontractors who are not similarly situated. The offer shall demonstrate calculation of the percentage of award value to be performed by the offeror and any similarly situated subcontractors for each performance period.

(iii) Travel. Offers shall include a fixed-price line item for travel. There will be only firm fixed priced travel on this contract. Travel CLINS proposed must use the Plug In Value of $30,000.00 for the Base Period and 4 Option Periods. A value of $15,000.00 will be evaluated for the price of travel under the 6-month extension available under the authority at FAR 52.217-8.

Travel Base Period Option Period Option Period Option Period Option Period

CLIN X002 $30,000.00 $30,000.00 $30,000.00 $30,000.00 $30,000.00

(iv) Professional Employee Compensation Plan. The offer shall include a total compensation plan, described in the provision at 52.222-46, paragraphs (a) and (b), as incorporated in this solicitation. The plan shall set forth salaries and fringe benefits proposed for the professional employees who will work under the contract. Where the plan requires subcontractor information which cannot be disclosed to the offeror, the plan shall note the undisclosed information. The offeror shall instruct the proposed subcontractor(s) to prepare a separate password-protected document providing fill-ins for information omitted from the plan. The offeror shall submit the password-protected subcontractor documents as part of Volume 3 and the subcontractor(s) will send the password(s) directly to the points of contact identified at paragraph (m)(1), above. The Government will conform the Professional Employee Compensation Plan with the fill-in information. Page count limits shall apply to the conformed plan.

(v) Additional Pricing Information: The contracting officer may request additional pricing information in accordance with the provision at 252.215-7010, as incorporated into this solicitation. The contracting officer has determined that the services to be procured meet the definition of commercial items, so offerors are exempt from the requirements at 10 U.S.C. 2306a and FAR 15.403-3 for certified cost and pricing data.

(vi) Estimated Level of Effort. The Government estimates that this contract will require an approximate level of effort, as outlined in PWS paragraph 7.4, based on historical performance under previous awards.

This estimate is provided to aid offerors’ understanding of the requirement, but does not represent either a mandatory or preferred technical approach. Offerors are not bound to these labor categories or quantities, and are solicited to provide a best solution citing the labor mix and quantity required to accomplish the tasks in the PWS. Labor categories and labor hours are restated here, for convenience. Labor hours reflect 1,920 direct hours per year per Full Time Equivalent (FTE) position. Offer direct labor hours per year per FTE may vary.

(A) Policy Support Analyst MID 3,840 Analyst (SR) Supervisor 3,840

(B) Legislation

Analyst (SR) Supervisor 1,920

(C) Case Management Operations

Analyst JR 3,840 Analyst MID 1,920

(D) Program Management

Program Manager Sr. 1,920 Program Manager, Deputy 1,920

(E) Administrative Support

Administrative/Clerical 3,840

(F) Records Management

Records Management Tech 1,920

(G) Quality Assurance

Quality Assurance Supervisor 1,920 Operations Research Analysts SR 1,920 Quality Assurance Analyst 1,920

(H) Compensation & Benefits/SCAADL

Analyst SR 1,920 Analyst MID 1,920 Analyst JR 1,920

(I) DES IT

Systems Analyst I 3,840 Systems Analyst II 5,760 Systems Analyst SR 1,920

(J) Analytics

Operations Research Analyst 3,840 Operations Research Analysts SR 3,840 Operations Research/System Analysis (ORSA) 1,920

(K) Data Modeling /Simulation

Data Modeling Analyst SR 1,920

(L) Studies

Analyst SR 1,920 Operations Research Analyst 1,920

(5) Volume 4, All Other Information for Compliance with the Solicitation. Contents of this volume will not be evaluated against the evaluation criteria specified in 52.212-2. This volume has no page limits.

(i) Representations and Certifications. The offeror shall have current FAR and DFARS representations in System for Award Management (SAM). For representations made only for the offer submitted in response to this solicitation and different from those in SAM, the offeror shall complete appropriate sections of the provision at FAR 52.212-3 (Alternate I), as incorporated into this solicitation. The offeror shall complete the representations at FAR 52.204-24, and DFARS 252.204-7017, if applicable. Per DFARS 252.204-7008, the offeror shall submit a written explanation of variation from any of the security requirements specified by NIST SP 800-171.

(ii) Disclosures for OCI Review. Using instructions at DHA.L.1, Preventing Organizational Conflicts of Interest, paragraph (c)(2), offerors shall list all contracts and task orders (whether awarded by DHA or another contracting activity) under which the offeror and any anticipated subcontractors performed work for DHA as either prime contractors or subcontractors within the past 5 years, including efforts currently being performed. This includes actions issued under contracting office codes HT0011, HT0012, HT0014, HT0015, HT0038, HT0050, or HT9402, and actions issued by other contracting activities using funding office codes HT0003, HT0013, HT0023, HT0026, HT0030 through HT0037, HT0039, HT0041 through HT0047, HT0052, HT0054 through HT0060, HT0062 through HT0075, HT0088, HT0089, HT0091, HT0092, and HT0093. The offer shall prepare the disclosure of contracts using the worksheet at Attachment C. Disclosure of other relevant facts concerning any past, present, or currently planned interests shall be made in narrative format. Disclosures for proposed subcontractors and team members must be submitted with the proposal and may not be submitted separately.

(iii) Organizational Conflict of Interest Mitigation Plan. The offer shall include an OCI Mitigation plan as described in paragraph DHA.L.1, Preventing Organizational Conflicts of Interest, paragraph (e)(1). ALL OFFERORS ARE REQUIRED TO SUBMIT AN OCI MITIGATION PLAN with the offer, even if the offeror has NEVER performed contracts for DHA. Failure to submit an OCI Mitigation Plan shall be a material deficiency of the offer and result in it being rejected without evaluation. In addition to mitigation of actual or potential OCI identified in the disclosures for OCI Review, if any, the OCI plan shall address the offeror’s controls and employee training for identifying OCI which may emerge in the future performance of a contract as a result of the awardee’s position of influence and potential access to competitively useful information. The offer shall include document number and date for the plan to complete the fill-in at instruction DHA.H.2 – Mitigation Of Organizational Conflicts Of Interest.

ATTENTION: All offerors must comply with the OCI instruction, by providing a plan for future OCI mitigation and a different OCI mitigation plan if there is an existing OCI. If an offer does not include the required plan(s), the Government reserves the right to remove it from consideration for non-compliance with the solicitation instructions. Even if an offeror or its proposed subcontractors have never performed work for DHA, every offeror is required to submit an OCI Mitigation Plan.

(iv) Quality Assurance Surveillance Plan. The offer shall provide for a name, phone number and e-mail to complete QASP paragraph 3.4, Contractor Representatives, should the offer result in an award.

(6) Page Count Summary:

(i) Cover Letter: No page limit.

(ii) Volume 1. Page count limits exclude Cover pages, Tables of Content, and Glossaries

(A) Sections 1, 2 and 3: Not to exceed 20 pages, combined.

(B) Section 4: Not to exceed seven pages.

(C) Section 5: Not to exceed five pages per resume. Not to exceed one page per letter of intent.

(D) Section 6: No page limit.

(iii) Volume 2: Page count limits exclude Cover pages, Tables of Content, and Glossaries

(A) Performance History: Not to exceed one page per past performance effort.

(B) References: First page of each questionnaire, not to exceed five questionnaires.

(C) Subcontractor Past Performance Consent: One statement per proposed subcontractor or teaming partner

(iv) Volume 3: Page count limits exclude Cover pages, Tables of Content, and Glossaries

(A) Price Narrative, Pricing Sheet and Supplemental Pricing Information: No page limit.

(B) Professional Employee Compensation Plan: Not to exceed ten pages, fully conformed.

(v) Volume 4: No page limit.

(o) Changes to Term and Price of the Base Period. By submission of an offer, the offeror agrees that the Government may award at a later start date than the solicited effort, but no later than the end date through which the offer is valid. The offeror additionally agrees that the Government may reduce the term and price of the base period at award as a result of delays in the award decision or contract clearance process, or due to limitation of funds. The amount of any reduction in the base period price will be equal the reduction in the period of performance, in months, at the unit price for CLIN 0001. If the base period is reduced to 6 months, or fewer, the price of CLIN 0002 will be reduced to $15,000.00.

(p) Non-Government Advisors. Contract support personnel from Amyx, Inc., will be providing administrative support to the solicitation and contract administration support functions related to this contract effort.

(q) The non-FAR Part 12 discretionary FAR and DFARS provisions included herein are incorporated into this solicitation either by reference or in full text. If incorporated by reference, see provision 52.252-1 for locations where full text can be obtained.

ADDENDUM TO 52.212-2

Replace paragraph (b) in the provision at FAR 52.212-2, as incorporated in this solicitation, with the following:

(b) Options. Except when the contracting officer determines it not to be in the Government’s best interest, in accordance with FAR 17.206(b), the Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement. The total price for all options will include the price of the authority at FAR 52.217-8, Option to Extend Services, as incorporated into this solicitation. The Government will calculate the price of the Option to Extend Services assuming exercise of the full 6 months of additional services at the monthly price of the final option. Should the Government reduce the term of the base period, in accordance with the provision at Addendum to 52.212-1, paragraph (o), the total evaluated price will include the reduced price of the base period. Thus, the total evaluated price for the offer will include sum of prices for the basic requirement with reductions, if any, first through fourth options, and one-half of the fourth option. The Government may determine that an offer is unacceptable if the option prices are significantly unbalanced.

Evaluation of options shall not obligate the Government to exercise the option(s).

Append the following paragraphs to the provision at FAR 52.212-2, as incorporated in this solicitation, beginning at paragraph (d):

(d) Basis for Award. The Government will evaluate offers for award purposes using the criterial stated in this provision with subjective tradeoff among price and factors other than price. The Government may select for award the offer evaluated to have other than the lowest price or other than the highest ratings in factors other than price. The Government intends to make an award without discussions, but may enter into discussions, if it is in the Government’s interest to do so.

(1) After the date for receipt of offers, the Government will review each offer for compliance with the content and format requirements at the Addendum to 52.212-1, paragraph (n), as incorporated in this solicitation. For any segments of an offer with a page limit defined at the Addendum to 52.212-1, pages exceeding the specified limit will be removed before the quote is forwarded for evaluation. An offer failing to meet any other material requirement of content or format at the Addendum to 52.212-1 may be removed for non-compliance and returned to the offeror without evaluation.

(2) Offers forwarded for evaluation will be assigned a rating for each of the factors described in paragraphs

(e) and (f), below. Price will be evaluated in accordance with paragraph (g), below. If the content of an offer is inadequate to complete an evaluation under a factor, the Government will assess a Deficiency for that factor. For example, an offer which repeats the requirements of the Performance Work Statement without addressing the offeror’s particular approach or capabilities may lack adequate content for an evaluation.

(3) Following assessment of all ratings, the Government will determine the offer that represents the best value by performing trade-off analysis in accordance with paragraph (i), below. Only offers receiving ratings of Acceptable or better in the in the Technical factor; Neutral Confidence or Satisfactory Confidence in the Past Performance factor and determined to be fair and reasonable in Price will be considered for award. The Government reserves the right to make no award, depending on the quality of proposals received and the availability of funds.

(e) Factor 1, Technical. The Technical factor will be evaluated separately from the Past Performance factor and Price. The Technical factor will be assessed a combined technical and risk rating from the table at paragraph (e)(7). An Unacceptable rating in any subfactor will result in an Unacceptable rating in the Technical factor. A Marginal rating in the Technical Approach subfactor and no Unacceptable ratings in any other subfactor, will result in a Marginal rating in the Technical factor.

(1) Subfactor 1, Technical Approach. The Government will review offer Volume 1, Section 1, technical approach narrative; Volume 1, Volume 3 labor mix and level of effort to document comments described in the table at paragraph (e)(6). Evaluation will consider description of impact and supporting rationale for any adverse evaluation concerning the Professional Employee Compensation Plan [see paragraph (g)(2), below], as it reflects the offeror’s comprehension of the complexity of the contract requirements or sound management judgement, and assign a Weaknesses, Significant Weakness, or Deficiency described in the table at paragraph (e)(6) assessed. Based on all comments under this subfactor, the Government will assign one of the five ratings from the table at paragraph (e)(7). Evaluation will consider the adequacy of the work force size, in terms of labor hours, and adequacy of workforce skill mix to perform the full scope of work described in the PWS. Evaluation will also consider the degree to which the offeror’s technical approach demonstrates understanding of the following services and capabilities to perform them:

(i) Review of new or amended federal laws or regulations, DoD policies and procedures, Military Department regulations and instructions, court rulings, Department of Veterans Affairs policies, and other sources that impact DES, SCAADL, Physical Disability Board of Review (PDBR) policies and operations., as described in PWS paragraph 5.4.1.

(ii) Review of program performance against established goals and other indicators, and development of recommended courses of action to change existing or development of new program processes and/or DoD policy, as described in PWS paragraph 5.4.2.

(iii) Development of complete, thoroughly justified, and actionable draft Personnel Legislation Reviews (PLR) as described in PWS paragraph 5.4.3.

(iv) Review of current and proposed technical specification, development, hosting, modifications, enhancements, management, and reporting of capabilities and reporting of findings concerning compliance with, directives, policies, and accepted practices as described in PWS paragraph 5.10.1

(v) Research, development, and recommendations of IT strategies as described in PWS paragraph 5.10.1.

(vi) Drafting, assisting in the submission of, and monitoring completion of system change requests for VA’s Veterans Tracking Application and the JDES systems as described in PWS paragraph 5.10.2

(vii) Assisting the DES government program lead in in user acceptance testing for JDES and other program-associated systems to validate compliance with program requirements, as described in PWS paragraph 5.10.2.

(viii) Monitoring data quality in all program related systems, to include VA’s Veterans Tracking Application (VTA) and JDES as described in PWS paragraph 5.10.3.

(ix) Implementing a comprehensive plan to identify data quality errors and notify the appropriate Military Department, Department of Veterans Affairs’ Veterans Benefits Administration or Defense Health Agency’s Solution Delivery Division point of contact, as necessary for fixing errors as described in PWS paragraph 5.10.3.

(2) Subfactor 2, Key Personnel. The Government will review offer Volume 1, Section 5, Key Personnel Resumes, certificates and other pertinent information to determine whether or not Key Personnel meet minimum requirements. Where Key Personnel do not meet a minimum requirement, the Government will document a Deficiency as described in the table at paragraph (e)(6) and assign an Unacceptable rating from the table at paragraph (e)(7). Otherwise, the Government will assign an Acceptable rating. No Strengths, Weaknesses or Significant Weaknesses will be assessed. Minimum requirements for Key Personnel are:

(i) Program Manager (SR), and Program Manager Deputy positions. At least 3 years of program management experience; Lean Six Sigma Certification.

(ii) Policy Analyst (SR) Supervisor position. Legislative Affairs experience with a Government or non-governmental organization, to include evaluating legislation and responding to high-level inquiries; Lean Six Sigma certification

(iii) Operations Research Analysts (SR). Two years of experience in mathematics, calculus, probability, statistics, mathematical logic, science, or subject-matter courses requiring substantial competence in advanced college-level mathematics or statistics; experience with advanced techniques, such as optimization, data mining, statistical analysis and mathematical modeling, to develop solutions that help businesses/organizations operate more efficiently and cost-effectively; experience with or managing a team that utilizes current analytic applications/software (examples: Office Suite, Adobe Pro, Visio, R/R studio, Visual Basic for Applications (VBA), SQLite, SPSS (request submitted, still waiting for approval/installation) HTML/CSS/JavaScript, Duplicate File Detector, MiKTeX (free/open source typesetting software), Rtools, AnyLogic Professional, Python, Angular/React, AWS, PowerBI/Tableau, Github, and Microsoft Project)

(3) Subfactor 3, Transition Plans (Incoming and Outgoing). The Government will review offer Volume 1, Section 2. Subfactor 3 will be evaluated using an ACCEPTABLE OR UNACCEPTABLE rating from the table at paragraph (e)(7). In order to receive a rating of ACCEPTABLE the proposal must meet the requirements of the solicitation. The Government will document a Deficiency as described in the table at paragraph (e)(6) and assign an UNACCPETABLE rating from the table at paragraph (e)(7) if the proposal does not meet the requirements of the solicitation. No Strengths, Weaknesses or Significant Weaknesses will be assessed. The Government will evaluate the Transition Plans (Incoming and Outgoing) for:

(i) a reasonable approach for assuming full contractual responsibility without disruption or degradation of performance during the transition period, and

(ii) efficient collaboration, coordination and communications, and ability to lower and mitigate risks to minimize disruption of the DES, SCAADL and associated programs.

(4) Subfactor 4, Quality Control Approach. The Government will review offer Volume 1, Section 3.

Subfactor 4 will be evaluated using an ACCEPTABLE OR UNACCEPTABLE rating from the table at paragraph (e)(7). In order to receive a rating of ACCEPTABLE the proposal must meet the requirements of the solicitation. The Government will document a Deficiency as described in the table at paragraph (e)(6) and assign an UNACCPETABLE rating from the table at paragraph (e)(7) if the proposal does not meet the requirements of the solicitation. No Strengths, Weaknesses or Significant Weaknesses will be assessed. The Government will evaluate the following:

(i) The degree to which the offerors proposed approach identifies processes, procedures, and metrics that are likely to result in successful outcomes.

(ii) The degree to which the Offeror’s proposed Quality Control Plan ensures conformance to contract requirements.

(iii) The degree to which the plan includes initiatives and self-reviews to ensure that services are provided on a timely basis and that records are properly maintained.

(5) Subfactor 5, Limitations on Subcontracting. The Government will review Volume 3 to determine the likelihood that performance of a contract resulting from the offer would comply with the clause at FAR 52.219- 14, Limitations on Subcontracting, as incorporated in this solicitation. Based on calculations of the percentage of contract value for services, except travel, performed by the offeror and any similarly situated subcontractors, the Government will assign either an Acceptable or Unacceptable rating from the table at paragraph (e)(7). No Strengths, Weaknesses or Significant Weaknesses will be assessed.

(i) If the NAICS code for a proposed similarly situated subcontractor or teaming partner effects a higher threshold for size determination, as compared to the NAICS code under this solicitation, and is not consistent with the subcontracted effort, the contracting officer will determine the subcontractor or teaming partner size for the NAICS code under this solicitation. If a proposed subcontractor or teaming partner is subsequently found not to be similarly situated, the Government will recalculate the percentage of contract value for services, except travel, performed by the offeror and any remaining similarly situated subcontractors.

(ii) The percentage of contract value for services, except travel, performed by the offeror and any similarly situated subcontractors will be calculated for proposed cumulative performance, including the base period, Option 1 through Option 4, and 6 months of performance under the clause at FAR 52.217-8, Extension of Services. Should the Government reduce the term of the base period, in accordance with the provision at Addendum to 52.212-1, paragraph (o), the calculations will include the reduced price of the base period. If proposed cumulative performance over the full term ends at or above 50 percent of contract value for services, except travel, the Government will assign an Acceptable rating. If proposed cumulative performance over the full term ends below 50 percent of contract value for services, except travel, the Government will assess a Deficiency and assign an Unacceptable rating.

(6) Evaluation Comments

Strength An aspect of an offer’s proposal that has merit or exceeds specified performance or capability requirements in a way that will be advantageous to the Government during task order performance.

Weakness A flaw in the proposal that increases the risk of unsuccessful task order performance.

Significant Weakness

A flaw in the proposal that appreciably increases the risk of unsuccessful contract performance.

Deficiency A material failure of a proposal to meet a Government requirement or a combination of Significant Weaknesses in a quote that increases the risk of unsuccessful task order performance to an unacceptable level.

(7) Technical Ratings Adjectival

Rating Description

Outstanding Proposal indicates an exceptional approach and understanding of the requirements and contains multiple strengths, and risk of unsuccessful performance is low.

Good Proposal indicates a thorough approach and understanding of the requirements and contains at least one Strength, and risk of unsuccessful performance is low to moderate.

Acceptable Proposal meets requirements and indicates an adequate approach and understanding of the requirements, and risk of unsuccessful performance is no worse than moderate.

Marginal Proposal has not demonstrated an adequate approach and understanding of the requirements, and/or risk of unsuccessful performance is high.

Unacceptable Proposal does not clearly meet requirements of the solicitation, and thus, contains one or more Deficiencies, and/or risk of unsuccessful performance is unacceptable. Proposal is unawardable.

(f) Past Performance. Past Performance will be evaluated separately from the Technical factor and Price. The Government will review Volume 2 and past performance information obtained from other sources. These sources include, but are not limited to: Past Performance Information Retrieval System (PPIRS), Federal Awardee Performance and Integrity Information System (FAPIIS), Electronic Subcontract Reporting System (eSRS), or other databases; the Defense Contract Management Agency; and interviews with Program Managers, Contracting Officers, and Fee Determining Officials. Each past performance effort will be evaluated for currency and relevance.

The Government will assign the past performance Confidence rating based on the record of recent and performance.

(1) Recency.