HT001121R0004_OMNIBUS IV_AMENDMENT0003.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

THE PURPOSE OF THIS AMENDMENT IS TO:

1. EXTEND THE PROPOSAL DUE DATE TO 12 MAY 2021, 1 PM EDT.

2. SEE SECTION L.1.3.7; L.4.2; L.4.4 SECTION M.2.3.

3. SEE ATTACHMENT L-2.

1. CONTRACT ID CODE PAGE OF PAGES

Z 1 40

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

16C. DATE SIGNED

BY 22-Apr-2021

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 HT001121R0004

X 9B. DATED (SEE ITEM 11)

17-Mar-2021

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

22-Apr-2021

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:

HT001121R0004

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION L - INSTRUCTIONS, CONDITIONS AND NOTICES TO BIDDERS

The following have been modified:

INSTRUCTION TO OFFERORS

L.1.0 GENERAL INSTRUCTIONS TO OFFERORS

L.1.1 GENERAL INFORMATION

L.1.1.1 Point of Contact

The points of contact for this acquisition are listed below:

Ms. Saera Khan Contract Specialist (CS) Defense Health Agency Professional Services Contracting Division (PS-CD) Email: dha.ncr.cod-fc.mbx.dha-acq-omnibus-iv@mail.mil

Ms. Leslie Nelson Procuring Contracting Officer (CO) Defense Health Agency Professional Services Contracting Division (PS-CD) Email: dha.ncr.cod-fc.mbx.dha-acq-omnibus-iv@mail.mil

The question and answer period has closed. The Government’s responses to questions to the RFP are provided to all potential Offerors via beta.SAM at https://www.beta.sam.gov.

If amendments to the solicitation are issued, all Offerors must acknowledge the amendments by signing the accompanying Standard Form (SF) 30 and returning the signed SF 30 for all amendments issued with the Offeror’s proposal submission. Failure to acknowledge all amendments issued by the Government may result in the proposal submitted in response to the solicitation being found non-responsive by the Government.

L.1.1.2 DEBRIEFINGS

L.1.1.2.1 Pre-award Debriefings

Offerors excluded from the competitive range or otherwise excluded from the competition before award may request a debriefing by submitting a written request to the Procuring Contracting Officer (PCO) within three (3) calendar days after receipt of the notice of exclusion from the competitive range. The Government shall make every effort to debrief unsuccessful Offerors as soon as practicable. Refer to FAR 15.505 for further instruction.

L.1.1.2.2 Post-award Debriefings

Offerors may request a debriefing by providing a written request to the PCO. The PCO will notify Offerors of the source selection decision within three (3) calendar days after award.

Offerors that desire a debriefing must request one in writing within three (3) calendar days after receipt of the PCO notification. To the maximum extent practicable, debriefings will be conducted within five (5) calendar days after the Offeror’s request. Refer to FAR 15.506 for further instruction.

L.1.1.3 DISCREPANCIES

If an Offeror believes the solicitation, including the instructions to Offerors, contains an error, omission or ambiguity, or is otherwise unsound, the Offeror shall immediately notify the Contracting Specialist and Procuring Contracting Officer in writing with supporting rationale at any point prior to the proposal submission deadline.

L.1.2 ORGANIZATION/DISTRIBUTION/NUMBER OF COPIES/PAGE LIMITS

The Offeror shall prepare the proposal as set forth in the Proposal Organization Table L.1.2 below. The titles and content of the volumes, as well as the page limitations shall be as specified in the table. In the event that the table conflicts with the detailed instructions in the paragraphs that follow, the detailed instructions shall take precedence.

Table L.1.2 – Proposal Organization

Volume Volume Title Copies Page Limit

I PROPOSAL DOCUMENTATION 1 original (electronic)

Unlimited

II FACTOR 1, TECHNICAL

Proficiency Demonstration 1 original

(electronic) 2 pages per Proficiency

Demonstration Part

Self-Scoring Worksheet N/A III FACTOR 2, PAST PERFORMANCE 1 original

(electronic)

Description Of Team 5 Present and Past Performance Information

Form 5 pages per reference

(Attachment L- 1)

Organizational Change History Unlimited

IV FACTOR 3, SMALL BUSINESS

PARTICIPATION COMMITMENT

1 original

Small Business Participation Commitment Document

Small Business Subcontracting Plan Unlimited V FACTOR 4, PRICE 1 original

N/A

a. The “ORIGINAL” copy of Volumes I, II, III, IV, and V of the proposal shall be provided electronically via the Procurement Integrated Enterprise Environment (PIEE) Solicitation module under the instructions contained in this solicitation and accessed at https://piee.eb.mil (in the event of a conflict, the instructions on the website take precedence). Each volume shall have a cover sheet, clearly marked as volume number, Offeror’s name, solicitation title, solicitation number, and proposal date.

b. The electronic copy of each volume shall be submitted in accordance with Paragraph L.1.3.7.

c. Present and Past Performance Questionnaires (Attachment L-2) shall be emailed in PDF to the team e-mail address shown in Paragraph L.1.1.1, dha.ncr.cod-fc.mbx.dha-acq-omnibus-iv@mail.mil.

d. Please note the requirements for submission of proposals contained in FAR 52.215-1 (incorporated by reference as described earlier).

L.1.3 PROPOSAL FORMAT

L.1.3.1 Guidance This section of the Instructions to Offerors (ITO) provides general guidance for preparing proposals as well as specific instructions on the format and content of the proposal. The Offeror’s proposal must include all data and information requested by the ITO and must be submitted in accordance with these instructions. Non-compliance with these instructions provided in the ITO may result in an unfavorable proposal evaluation.

L.1.3.2 Sufficient Detail Proposals shall comply with the following guidelines:

Be complete and respond directly to the requirements of the solicitation.

Address the factors, sub-factors, and their related elements as listed in Section M of the solicitation.

Be clear, concise, and include sufficient detail for effective evaluation and for substantiating the validity of stated assertions. Extraneous, repetitious, or wordy submissions are not desired and could result in lower ratings.

Do not simply rephrase or restate the Government’s requirements, but rather provide convincing rationale to address how the Offeror intends to meet the requirements.

Assume that the Government has no prior knowledge of the Offeror’s capabilities and experience, and will base its evaluation only on the information presented in the Offeror’s proposal.

L.1.3.3 Validity Statement The Offeror shall make a clear statement that the proposal is valid for the duration of the acceptance period. The Offeror shall complete the proposal validation date in block 12, Section A of the solicitation, in order to affirm the proposal is valid for 360 days or the duration of the

Source Selection. In accordance with FAR 4.8 (Government Contract Files), the Government will retain one copy of all unsuccessful proposals. Unless the Offeror requests otherwise, the Government will destroy extra copies of unsuccessful proposals.

L.1.3.4 Physical Appearance of Submissions

Elaborate brochures or documentation, detailed artwork, or other embellishments are unnecessary and are not desired.

Proposals shall be in electronic format.

No models, mockups, or video will be accepted.

L.1.3.5 Page Format Restrictions and Limitations L.1.3.5.1 Page Size Pages shall be 8.5 x 11 inches. The Government will not accept foldout sheets. Font size shall be twelve (12) point Times New Roman. Lettering within tables, charts, graphs, and figures shall be no smaller than ten (10) point Times New Roman. No double or multiple column pages will be accepted, not including tables, charts, graphs and figures. Margins on all four edges of each sheet will be at least one-inch. Proprietary statements, security markings, and page numbers shall be placed within the defined margin area. Pages shall be numbered sequentially by volume. In the event discussions are held, these page format restrictions shall apply to the Final Proposal Revisions (FPRs).

NOTE: Tables support written narrative and shall not be a replacement for the written narrative.

L.1.3.5.2 Page Limitations Page limitations shall be treated as maximums. If exceeded, the excess pages will not be read or considered in the evaluation of the proposal. The excess pages will be deleted from the electronic proposal. In the event discussions are held, page limitations may be placed on responses to Evaluation Notices (ENs). Page limits, if specified for EN responses, will be identified in the letters forwarding the ENs to the Offerors.

L.1.3.5.3 Pages Counted Each page shall be counted except the following:

Cover pages Teaming arrangements (including mentor-protégé agreements) Letters of commitment Subject matter expertise (SME) letters of intent Past performance consent letters Client authorization letters Present and Past performance questionnaires (Attachment L-2) Tables of contents Revision matrix Glossaries of abbreviations and acronyms Lists of figures, tables or drawings Price Spreadsheet (Attachment 3) Self-Scoring Worksheet (Attachment 4) Performance Guarantee Agreements (Attachment 5) (Joint Ventures only) Blank pages Contractor Performance Assessment Reporting System (CPARS)

Small Business Participation Commitment Calculation Template (Attachment S-1) Past Performance Roadmaps (reference L.4.4)

L.1.3.6 Indexing

Each volume shall contain a more detailed table of contents to delineate the sections within that volume with the exception of Volume V - Price.

L.1.3.7 Electronic Delivery

a. Offerors shall submit their proposals electronically via the Procurement Integrated Enterprise Environment (PIEE) Solicitation Module under the instructions contained in this solicitation and accessed at https://piee.eb.mil. Proposals shall be submitted electronically via the PIEE Solicitation Module only. Hard copy submissions or any other submission outside of the PIEE Solicitation Module will not be accepted.

NOTE: Offerors are encouraged to register in the PIEE Solicitation Module as soon as possible. Vendor registration instructions are available at Attachment

b. The electronic submission shall govern for the purpose of submission, modification, and withdrawal of proposals as addressed in FAR 52.215-1 “Instructions to Offerors – Competitive Acquisition” (included by reference in this solicitation); this paragraph supplements that coverage. Offerors are responsible for submitting proposals and any proposal modifications/revisions by the date and time specified in the solicitation. Proposals submitted electronically will be considered “late” unless the Offeror completes the entire transmission of the proposal prior to the closing date and time established for receipt of proposals under this solicitation. Proposal transmission must therefore be completed NLT 1:00 PM EDT, May 12, 2021. Proposals received after this exact time will NOT be considered unless it meets one of the exceptions stated in FAR 52.215-1(c)(3).

c. Each electronic file shall be clearly named. Electronic proposal files shall not contain classified data. The Offeror’s e-proposals shall be in accordance with the requirements set forth below:

(1) Portable document file (pdf) files shall be created using Adobe Acrobat

2017 (or earlier compatible)

(2) Excel files shall be created using Microsoft 2016 (or earlier compatible)

NOTE: The electronic copy shall be in Adobe Acrobat (except Microsoft Excel) portable document file (pdf) searchable text format. Offerors shall submit the following in both Microsoft Excel and Adobe pdf format:

Government Price Spreadsheet (Attachment 3). All price information, must lend itself to review and analysis by the Government. Offerors shall not alter established formulas and refrain from hiding columns and field protection (lock), to the maximum extent practicable.

Self-Scoring Worksheet (Attachment 4).

It is the responsibility of the Offeror to ensure consistency between the Adobe pdf and Microsoft Excel submissions. Any differences or discrepancies found between the Adobe pdf and Microsoft Excel versions shall render an Offeror ineligible for award.

d. Electronic files shall be clearly identified for each volume, section, item, etc. The Offeror shall not embed sound or video (e.g. MPEG) files into proposal files.

e. Electronic Media additional information:

All text must be searchable Limit colors to 256 colors at 1280 x 1024 resolution; avoid color gradients Keep embedded graphics as simple as possible; large graphic files are discouraged Minimize the use of scanned images (except for Adobe Acrobat requirements) The PIEE Solicitation portal does not support the use of self-extracting archive files (e.g., ZIP files), therefore this type of file may not be used and multiple files may be uploaded instead.

L.1.3.8 Price Information All price information shall be addressed ONLY in the Price Volume, (Volume V). The proposed labor rate(s) shall be rounded to the nearest penny. All price information must lend itself to review and analysis by the Government and must be submitted in both Adobe pdf and Microsoft Excel formats (see further format instructions in L.1.3.7).

L.1.3.9 Volume Designation Information required for proposal evaluation that is not found in its designated volume will be assumed to have been omitted from the proposal. Each volume shall be written on a stand-alone basis so that its contents may be evaluated without cross-referencing to other volumes of the proposal. Exceptions to the above include only teaming arrangements, letters of commitment, and small business participation commitment information which must be submitted in Volume I and Volume IV but may be cross-referenced in other volumes.

L.1.3.10 Glossary of Abbreviations and Acronyms Each volume, with the exception of Volume V – Price shall contain a glossary of all abbreviations and acronyms used, with an explanation for each. Glossaries do not count against the page limitations for their respective volumes.

L.1.4 BID AND PROPOSAL COSTS

The Government will not reimburse any Offeror for bid and proposal costs associated with responding to this solicitation. The Government reserves the right to cancel this solicitation at any time without being responsible for bid and proposal costs.

L.1.5 SELF-SCORING WORKSHEET MODEL

The Government will utilize a Self-Scoring Worksheet for the Technical Factor. Offeror selected scores will not be changed by the Government. However, the Government will validate the scores based on the information provided by the Offeror. See L.3.0 and M.2.2 for more information.

L.2.0 VOLUME I – PROPOSAL DOCUMENTATION

Volume I consists of the offer to enter into a contract to perform the desired work and information for the Government to prepare the contract document and supporting file.

NOTE: If an Offeror chooses to submit a proposal for more than one (1) Market Segment, then a separate proposal shall be submitted for each. If an Offeror is selected to receive an award in more than one Market Segment, the Offeror will only receive one IDIQ contract.

L.2.1 VOLUME ORGANIZATION

The volume shall be organized according to the following outline:

a. Table of Contents

b. List of Tables and Drawings

c. Glossary

d. Documents listed in paragraphs L.2.2 through L.2.13

L.2.2 SOLICITATION/CONTRACT FORM

Completion of Blocks 12 through 16 and signature and date for Blocks 17 and 18 of the Standard Form (SF) 33 is required. Signature by the Offeror on the SF 33 constitutes an offer, which the Government may accept.

L.2.3 AUTHORIZED OFFEROR PERSONNEL

Provide the name, title, telephone number, fax number, and e-mail address of the company and division point of contact regarding decisions made with respect to the Offeror’s proposal and who can obligate the Offeror contractually. Also identify those individuals authorized to negotiate with the Government.

L.2.4 GOVERNMENT OFFICES

The Offeror shall provide the mailing address, telephone and facility codes for the cognizant Contract Administration Office, Defense Contract Audit Agency (DCAA), Defense Contract Management Agency (DCMA).

L.2.5 COMPANY DIVISION ADDRESS, IDENTIFYING CODES AND APPLICABLE

DESIGNATIONS

Provide the company’s/division’s street address, county, and facility code; CAGE Code; DUNS number; Taxpayer Identification Number (TIN), and size of business (large or small).

L.2.6 MARKET SEGMENT

Clearly identify which Market Segment the Offeror is submitting a proposal under.

If an Offeror chooses to submit a proposal for more than one (1) Market Segment, then a separate proposal shall be submitted for each. If an Offeror is selected to receive an award in more than one Market Segment, the Offeror will only receive one IDIQ contract. If the Offeror’s prime proposal is successful for a specific Market Segment, then the Offeror will receive one IDIQ contract that will include that specific Market Segment within its scope. The IDIQ contract scope can include anywhere from one (1) to four (4) Market Segments, depending on which prime proposals are selected for contract award. An IDIQ contract holder can only propose, in the prime position, those task orders that fall within the Market Segments included in the Offeror’s IDIQ contracting vehicle scope.

L.2.7 TEAM STRUCTURE

Provide the anticipated team structure. The team structure must include the prime and first tier subcontractor(s) with addresses, phone numbers and point of contact information.

L.2.7.1 TEAMING ARRANGEMENTS

In accordance with FAR 9.6, a contractor team arrangement is defined when two or more companies form a partnership or joint venture to act as a potential prime contractor; or a potential prime contractor agrees with one or more other companies to have them act as its subcontractors under a specified Government contract or acquisition program.

The Offeror shall provide a matrix of all proposed subcontractors/team members and the Market Segment within the SOO for which they will be utilized. The matrix shall clearly identify the CAGE and DUNS for each team member.

The Offeror shall provide all Teaming Arrangements and/or Letters of Commitment from first-tier subcontractors (first page and signature page of each agreement). The Government will consider the Offeror and first-tier subcontractor(s) as a whole “Team” when signed Teaming Arrangement(s) and/or Letter(s) of Commitment is/are submitted with the proposal. In the absence of these documents, the Offeror and its first-tier subcontractor(s) will not be considered a “Team” and will not be evaluated as such.

NOTE: An Offeror has the opportunity to select which Market Segment(s) the Offeror wants to submit a proposal for. The Offeror is restricted to one prime proposal and one subcontractor proposal per Market Segment. That is, they cannot be on multiple teams in a subcontractor role within one Market Segment but can be on multiple teams not in the same Market Segment.

Also, if the Offeror is proposing only in the subcontractor position, then they can only be on one team in a subcontractor role within a Market Segment.

L.2.7.1.1 Joint Ventures. Offerors that submit a proposal as a Joint Venture shall provide the following information on each of the participating members/companies, as well as the proposed organization itself. The Offeror shall describe whether or not the Joint Venture will be populated or unpopulated. The Offeror shall provide a complete copy of the agreement(s) that describe(s) the business arrangement between the entities, including its corporate governance construct that will be utilized to effectively manage and accomplish the work required by this contract.

The Joint Venture Offeror must also provide a fully completed and executed Attachment 5 entitled “Performance Guarantee Agreement,” from the ultimate corporate parents, which will become part of the resulting contract as a Section J attachment. In order to consider the financial or other resources of the corporate parent(s), the parent(s) must be legally bound: (i) to provide the necessary resources to the Contractor and assume all contractual obligations of the Contractor; and (ii) to provide guarantees for joint and severable liability for the performance of the Joint Venture contractor.

L.2.8 EXCEPTIONS TO TERMS AND CONDITIONS

Exceptions taken to the terms and conditions of the solicitation, or to any of its formal attachments shall be identified. Each exception shall be specifically related to each paragraph and/or specific part of the solicitation to which the exception is taken. Provide rationale in support of the exception and fully explain its impact, if any, on the performance, schedule, cost/price, and specific requirements of the solicitation. This information shall be provided in the format and content of Table L.2.8. Failure to comply with the terms and conditions of the solicitation may result in the Offeror being removed from consideration for award.

Table L.2.8 – Solicitation Exceptions Solicitation Document

Paragraph/Page Requirement/Portion Rationale

Statement of Objectives (SOO), Solicitation Section, Attachment, etc.

Applicable Page and Paragraph numbers

Identify the requirement or portion to which the exception is taken

Justify/explain the basis for exception and impact on contract

L.2.9 REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS OF

OFFEROR(S) (SECTIONS K AND L)

The Offeror is responsible to ensure that all representations, certifications, acknowledgements, and statements provided in accordance with Sections K and L are (i) provided in the System for Award Management (SAM), https://sam.gov/SAM/; and (ii) if not included in the SAM database, are completed and submitted with the Proposal Documentation volume.

L.2.10 PRE-AWARD ORGANIZATIONAL CONFLICTS OF INTEREST (OCIs):

The Government has determined that there are no pre-award Organizational Conflicts of Interest (OCI) that would preclude an Offeror in receiving an IDIQ contract, with the exception of the following contractors who participated in the preparation of the statement of objectives and other related requirements documentation: Advance Concepts & Technologies International and MITRE Corporation.

Any and all OCI issues will be handled at the Task Order level by the Ordering Contracting Officer when requirements are established.

The Offeror shall confirm that there are no OCI issues associated with the contractors listed above.

L.2.11 DEPARTMENT OF DEFENSE (DD) FORM 254 SECURITY REQUIREMENTS

Offerors shall provide information relative to the Offeror’s facility clearance and the contact information for the Offeror’s security office. Offerors shall complete and submit Attachment 2, Department of Defense (DD) Form 254 – Contract Security Classification Specification (Attachment 2). Offerors who choose not to submit Attachment 2 should respond to this paragraph with “N/A.”

NOTE: An Offeror’s eligibility for award of an IDIQ contract will not be impacted if an Offeror does not submit Attachment 2. However, an IDIQ contract holder may not compete for future Task Orders with security requirements without having an approved DD 254 attached to their IDIQ contract.

L.2.12 ACCOUNTING SYSTEM

In accordance with FAR 16.301-3, a cost-reimbursement contract may only be used when the contractor’s accounting system is adequate for determining costs applicable to the contract or order. In order for an IDIQ contract holder to be eligible to compete for a Cost Type Task Order, the Offeror shall submit proof of a Government approved accounting system. Without Government approval of an accounting system, a Contractor may be ineligible to compete for a Cost Type Task Order.

Offerors shall indicate for the prime and any joint venture partners, of Government approval of its Accounting System and provide evidence of such approval(s). Offerors who do not possess Government approval of an Accounting System but are interested in competing on Cost Type Task Orders in the future should respond to this paragraph with “Y.” Offerors who do not possess Government approval of an Accounting System and are not interested in competing on Cost Type Task Orders in the future should respond to this paragraph with “N/A.”

NOTE: The lack of a Government approved accounting system shall not affect an Offeror’s eligibility for award of an IDIQ contract, however it will impact a Contractor’s eligibility to compete for future Cost Type Task Orders.

L.2.13 REVISION MATRIX

If it is determined to be in the best interest of the Government to hold discussions and Final Proposal Revisions (FPRs) are submitted, the Offeror shall submit a revision matrix after the table of contents in each volume where revisions have been made. This matrix must include the following: Location of change: At a minimum the page number, but more specific indicators (section, paragraph, etc.) are strongly encouraged; Change: A very brief summary of what changed.

NOTE: L.2.13 shall only be included in Volume I if a FPR is requested.

L.3.0 VOLUME II – TECHNICAL

NOTE: The Offeror shall clearly identify the Market Segment in which the Offeror is submitting a proposal. If an Offeror chooses to submit a proposal for more than one (1) Market Segment, then a separate proposal shall be submitted for each. If an Offeror is selected to receive an award in more than one Market Segment, the Offeror will only receive one (1) IDIQ contract.

L.3.1 GENERAL

The Offeror shall describe their capability to satisfy their particular proficiency areas within a specified Market Segment within the SOO. The proposal should be prepared simply and economically, providing straightforward, concise delineation of an Offeror’s proficiency demonstration in order to perform the contract. Particular capability strengths should be emphasized. Asserted capability and/or intent to meet the requirements must be supported by detailed descriptions of an Offeror’s core competencies, the approach to what is needed to deliver on those core competencies, successful application in past projects, and personnel qualifications to support an Offeror’s proficiency demonstration. The Offeror will also complete the Self-Scoring Worksheet at Attachment 4. The Government will not assume that an Offeror possesses any capability unless specified in the proposal. Offerors are reminded that, according to Section L, General Instructions, paragraph L.1.3.2, the Offeror is responsible for providing sufficient detail to enable the Government to evaluate the proposal.

Offeror responses will be evaluated against the Technical Factor defined in Section M, “Evaluation for Award.” Offerors are cautioned from “parroting” the technical requirements or the SOO with a statement of intent to perform, which does not reflect an understanding of the requirements or capability to perform.

L.3.2 VOLUME ORGANIZATION

The volume shall be organized according to the following outline:

a. Table of Contents o List of Figures, Tables or Drawings o Glossary

b. Proficiency Demonstrations

c. Self-Scoring Worksheet

L.3.3 FORMAT AND CONTENT

The Technical Volume shall include a Proficiency Demonstration, which is a description, in narrative form that demonstrates the Offeror’s proficiency within an individual Market Segment.

An Offeror’s Proficiency Demonstration shall be accompanied by a completed Self-Scoring Worksheet (at Attachment 4) that represents an Offeror’s scoring of their Proficiency Demonstration (Parts A, B and C).

NOTE: An Offeror’s Technical Volume may include a Proficiency Demonstration for one or more than one of the Proficiency Areas within the Market Segment. However, the Offeror shall, when completing the Self-Scoring Worksheet, score themselves for every Proficiency Area listed, even if the Offeror did not submit a Proficiency Demonstration for all Proficiency Areas.

(For example, for those Proficiency Areas that are not applicable to the Offeror, the Offeror shall fill in those Proficiency Areas with a “0.”) Each Proficiency Demonstration consists of three parts: (Part A) The Offeror’s core competencies; (Part B) What is required to deliver Part A; and (Part C) The Offeror’s experience and personnel qualifications satisfying Part B requirements.

L.3.3.1 PROFICIENCY DEMONSTRATION

The Offeror shall submit a Proficiency Demonstration (Parts A, B and C) for each Proficiency Area offered.

Proficiency Demonstrations shall be numbered with the same number of the Proficiency Area stated within the Self-Scoring Worksheet.

L.3.3.1.1 PROFICIENCY DEMONSTRATION - PART A

The objective of this part is for the Offeror to identify their discriminating core competencies that are relevant to the Omnibus IV SOO.

The Offeror shall describe, in detail, the core competencies that the Offeror brings to the solicitation, which Proficiency Area within an individual Market Segment would encompass these core competencies, and how it adds value to one or more Program Areas listed in the SOO.

For example, the Offeror is a Contract Research Organization with expertise relevant to Proficiency Area 16 Title 21 and SOO Program Area Infectious Diseases.

L.3.3.1.2 PROFICIENCY DEMONSTRATION – PART B

The objective of this part is for the Offeror to describe what eligibility criteria are necessary in order to deliver on the core competencies identified in the aforementioned Part A. Part B is an opportunity for the Offeror to demonstrate that they are knowledgeable on what it takes to provide project deliverables to the Government, including any discriminating subject matter expertise. This part is not for providing company experience or personnel resumes.

The Offeror shall describe, in detail, what requirements are needed in order deliver on the core competencies listed in Part A. For example, an Offeror having as a core competency of infectious disease research under Proficiency Area 4 would need (1) a company Health & Human Services-certified Federal-wide Assurance and BSL-4 company laboratory and (2) personnel eligibility criteria requirements versed in epidemiology, and phlebotomy.

L.3.3.1.3 PROFICIENCY DEMONSTRATION PART C

The objective of this part is for the Offeror to provide demonstrative Offeror experience representative of the Part B demonstration; and to identify, by name, personnel that satisfy the eligibility criteria as described by the Offeror in Proficiency Demonstration – Part B. For example, if the core competency is performing clinical trials with personnel having knowledge of FDA drug and device development phases, then demonstrative company experience would be that the Offeror performed clinical trials for CDC in support of developing a vaccine for

COVID-19, and, demonstrative personnel experience was performed by their scientist “Dr. X” (where relevant parts of the resume are included).

The Offeror shall effectively demonstrate the Offeror’s relevant company (or entity) experience (for this purpose, experience refers to what an Offeror has done, not how well it was accomplished) identical to, similar to or related to performing services contained within Part B above. The Offeror’s proposal shall demonstrate the amount of relevant corporate experience the Offeror possesses, as well as demonstrate the amount of relevant experience possessed by their subject matter experts (SME). The Offeror shall provide evidence that the organization has current capabilities for assuring performance of this requirement. Experience shall include appropriate mix and balance of education and training of team members.

For all individuals submitted as SMEs, the Offeror shall submit relevant extracts from resumes.

These resume extracts should include a list of relevant training, education, and certifications summarized in narrative format. Note: The Government is not interested in reviewing entire resumes. For the SMEs who are not current employees of the Offeror, include a signed letter of intent within this Volume of the proposal.

L.3.3.2 SELF-SCORING WORKSHEET

The Offeror shall complete the Self-Scoring Worksheet (Attachment 4) for all Proficiency Areas within the Market Segment that the Offeror is submitting a proposal in accordance with the instructions below. Offerors shall not include any other additional information within the Self- Scoring Worksheet.

1. Go to the Market Segment tab that the Offeror is proposing to.

2. Fill in Offeror’s name.

3. Fill in “Prime” or “Sub” in the Prime or Sub/Partner column.

4. If the answer to the above is Subcontractor or Partner, then fill in their name in the Sub

Name or Partner Name Column.

5. Fill in the Proficiency Demonstration Scores based on the following:

Score Level 8 Highest Score 7 Above Normal Score (upper range) 6 Above Normal Score 5 Above Normal Score (lower range) 4 Normal Score 3 Below Normal Score (upper range) 2 Below Normal Score 1 Below Normal Score (lower range) 0 Lowest Score (or Not Applicable)

6. Save the filled in tab to a separate file. This file shall be submitted as part of Volume II for that specific Market Segment.

7. If the Offeror is proposing on more than one Market Segment, repeat the above process for each Market Segment proposed.

NOTE: An Offeror shall submit a Proficiency Demonstration for every Proficiency Area within a Market Segment with a Self-Score for any Part within that same Proficiency Area of one (1) or above.

Self-Scoring Level Definitions. The levels used above (highest score to lowest score) are further defined below. These levels shall be used by the Offeror when determining and recording scores in the Self-Scoring Worksheet. Deviation from these definitions may be the determining factor preventing the Offeror from being selected for an IDIQ contract.

Proficiency Demonstration (PD) Part A

PD Part B PD Part C

Highest Score

Fits outstandingly well in the Proficiency Area; very relevant to SOO Program Areas; and is recognized as relevant in the industry/Government community

Succinct and accurate requirements that contain subject matter discriminators supported with documentation such as standard practices

Demonstrative and discriminating company experience and personnel qualifications are very well suited, including subject matter expertise representing dominance in the Market Segment

Above Normal Score (upper range)

Fits well in Proficiency Area; relevant to SOO Program Areas, with supporting actual direct performance; sufficiently tested or tried

Succinct and accurate requirements with specifics and discriminators

Company experience and personnel qualifications are well suited and have limited dominance or exposure in the Market Segment

Above Normal Score

Fits in Proficiency Area;

some specific relevance to SOO Program Areas, with some supporting actual direct performance, but not sufficiently tested or tried

Succinct and accurate requirements with specifics but no discriminators

Company experience and personnel qualifications are well suited but no dominance or no exposure in the Market Segment

Above Normal Score (lower range)

Fits in Proficiency Area;

general relevance to SOO Program Areas with some supporting limited direct performance

Requirements appear to be general text book with specifics

Company experience and personnel qualifications are generally acceptable with some limited relevant accomplishments

Normal Score

Fits in Proficiency Area;

general relevance to SOO Program Areas with no supporting actual direct performance

Requirements appear to be general text book and nonspecific

Company experience and personnel qualifications are generally acceptable but no outstanding relevant accomplishments

Below Normal

May fit in Proficiency Area;

or might be relevant to SOO

Requirements appear to be general

Company experience and personnel qualifications

Score (upper range)

Program Areas with no supporting actual direct performance text book and nonspecific but there appear to be gaps in the logic or methodology are generally acceptable but no outstanding relevant accomplishments.

Below Normal Score

May fit in Proficiency Area;

or might be relevant to SOO Program Areas with no supporting or actual direct performance; would require lengthy theoretical explanation on how it is relevant

Requirements are limited and incomplete

Company experience and personnel qualifications are sketching and incomplete.

Below Normal Score (lower range)

Might not fit in Proficiency Area; or might not be relevant to SOO Program Areas and direct relevance is not easily perceived

Requirements are limited and incomplete; filled with significant gaps; and logic or methodology is absent

Company experience and personnel qualifications are not a good fit without some guidance or mentorship

Lowest Score (or Not Applicable)

Does not fit in Proficiency Area; or has no relevance to the SOO Program Areas (or is not applicable)

Requirements are not applicable or incomplete (or is not applicable)

Company experience and personnel qualifications are not a good fit (or is not applicable)

L.4.0 VOLUME III – PAST PERFORMANCE

NOTE: The Offeror shall clearly identify the Market Segment in which the Offeror is submitting a proposal. An Offeror may not submit a Past Performance Volume for more than one (1) Market Segment. If an Offeror chooses to submit a proposal for more than one (1) Market Segment, then a separate proposal shall be submitted for each. If an Offeror is selected to receive an award in more than one Market Segment, the Offeror will only receive one (1) IDIQ contract.

L.4.1 VOLUME ORGANIZATION

The volume shall be organized according to the following outline:

a. Table of Contents

b. List of Figures, Tables or Drawings

c. Glossary

d. Description of Team

e. Present and Past Performance References

f. Organizational Structure Change History

L.4.2 DESCRIPTION OF TEAM

The Offeror shall provide a matrix of all proposed prime and crtical subcontractors/team members/joint venture partners and the specific Proficiency Areas within a specified Market

Segment for which they will be utilized. Offerors shall also provide an approximate percentage of effort, based on overall cost, that each prime/subcontractor/team member/joint venture partner will contribute to the overall effort. If there are additional subcontractors which are not anticipated to play a role presently, but may be utilized in the future, the projected future role of these subcontractors shall be clearly addressed. This information will be utilized to determine relevancy for the subcontract references.

In addition, the Offeror shall submit a consent letter, executed by each subcontractor, team member and/or joint venture partner, authorizing release of adverse past performance information to the Offeror, so the Offeror can respond to such information. For each identified effort for a commercial customer, the Offeror shall also submit a client authorization letter, authorizing release to the Government of requested information on the Offeror’s performance.

L.4.3 PRESENT AND PAST PERFORMANCE REFERENCES

The Offeror shall identify a maximum of three (3) references for the prime Offeror as well as a maximum of three (3) references each for subcontractor, other divisions, teaming contractors, or joint venture partners expected to perform aspects of the effort that are critical to the overall success within a Market Segment. Critical is defined as the name of the subcontractor, other divisions, teaming contractors, or joint venture partners stated in the Self-Scoring Worksheet.

Other divisions are defined as entities having their own CAGE code. The references shall represent recent contracts/task orders (within the past five (5) years) that the Offeror considers most relevant in demonstrating the Offeror’s ability to perform the proposed effort. For each reference, the Offeror shall provide a narrative describing the effort and the results of the Offeror’s performance. For each reference, the Offeror shall complete a Present and Past Performance Information Form (Attachment L-1). The Offeror may provide CPARS in addition to the Present and Past Performance Information Form. For a description of the characteristics or aspects the Government will consider in determining relevance, see Section M.2.3.

In addition to the information provided in the Past Performance Volume, the Offeror shall ensure that each reference identified completes a Present and Past Performance Questionnaire (PPPQ) (Attachment L-2). If a company was a subcontractor to a prime on a contract, then the responsible government oversight manager may complete the PPPQ instead of the prime. The questionnaire shall be submitted directly to the Government from the reference; questionnaires received from the Offeror will not be considered. However, the responsibility to send out and track completion of the PPPQs rests solely with the Offeror. Completed PPPQs shall be emailed in PDF format to the Procuring Contracting Officer and Contract Specialist at the email addresses shown in Paragraph L.1.1.1. PPPQs received after the proposal submission deadline will not be treated as late submissions in accordance with FAR 52.215-1.

NOTE: Task orders issued against Indefinite Delivery/Indefinite Quantity (ID/IQ) contracts may be included as references. Each task order shall be counted as a separate reference. Department or Agency specific ID/IQs may be cited as a reference, including where more than one task order is needed to support one specific past performance.

L.4.4 ORGANIZATIONAL STRUCTURE CHANGE HISTORY

Many companies have acquired, been acquired by, or otherwise merged with other companies, and 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, it is sometimes difficult to determine what past performance is relevant to this acquisition. To facilitate this relevancy determination, include in this proposal volume a “roadmap” describing all such changes in the organization of the Offeror for the past five (5) years and also include a “roadmap” for all critical team members identified in a Teaming Arrangement or Joint Venture for their efforts. As part of this explanation, show how these changes impact the relevance of any efforts the Offeror identifies for past performance evaluation and performance confidence assessment. Since the Government intends to consider present and past performance information provided by other sources as well as that provided by the Offeror, these “roadmaps” should be both specifically applicable to the efforts the Offeror identifies and general enough to apply to efforts on which the Government receives information from other sources. These “roadmaps” will not count toward the page limitations of Volume III.

L.5.0 VOLUME IV – SMALL BUSINESS PARTICIPATION COMMITMENT

NOTE 1: The Offeror shall clearly identify the Market Segment in which the Offeror is submitting a proposal. If an Offeror chooses to submit a proposal for more than one (1) Market Segment, then a separate proposal shall be submitted for each. If an Offeror is selected to receive an award in more than one Market Segment, the Offeror will only receive one (1) IDIQ contract.

NOTE 2: Small Business Participation Commitment and Small Business Subcontracting Plans shall apply at the IDIQ level and not the Market Segment level. If an Offeror plans to submit multiple proposals across multiple Market Segments, then Small Business Participation and Small Business Subcontracting Plans may be duplicated and submitted with each proposal.

L.5.1 SMALL BUSINESS PARTICIPATION COMMITMENT

DHA is committed to maximizing small business opportunities at both the prime and subcontractor level. All Offerors (other than small business and small business) shall prepare a summary list of proposed subcontractors, which includes the following information: Company name, CAGE code, Size Status, Socio-Economic Status, Description of the Subcontracted work, Subcontract Dollars, and Percentage of Total Contract Value proposed. For Small Business Participation Commitment evaluation purposes, the Total Contract Value proposed is considered to be the numerical sum of the total contract dollar value as contemplated under this solicitation (see Section I, FAR 52.216-19). DHA will use the System for Award Management (SAM) website (https://www.sam.gov/portal/public/SAM), which provides for registration and online representations and certification to verify proposed small business entities meet the assigned RFP NAICS (541714), small business size standard (1,000 employees) and the socioeconomic categories in which they are counted.

The Offeror shall describe its approach and ability to team with small or disadvantaged companies to meet the Small Business participation commitment of 32% outlined in the contract.

The Offeror’s proposal will be evaluated for commitment also to small business, as evidenced in the first page (identifying the subcontractor or protégé) and signature page of teaming agreements, Mentor-Protégé Agreements and/or letters of commitment; identifying the type of work subcontracted; percentage of total contract value subcontracted to small businesses in all socioeconomic categories.

The Offeror’s small business participation commitment also will be evaluated relative to meeting the Small Business and socioeconomic subcontracting requirement, based on total contract value, in the chart below. Alaska Native Corporation (ANC) and Native American, and Tribally-owned subcontractors may be counted as part of the Small Business subcontracting percentage in accordance with FAR 19.703(c).

Category Percentage of Total Contract Value Small Business (SB) 32% Small Disadvantaged Business (SDB) (including HBCUs)

5%

Service-Disabled Veteran-Owned Small Business (SDVOSB)

3%

Women-Owned Small Business (WOSB) – including Economically Disadvantaged

(EDWOSB)

5%

Historically Underutilized Business Zone (HUBZone)

3%

NOTE: Small business prime contractors may include the cost of work self-performed toward meeting the Small Business requirement. Small business subcontractors may be included in every category for which they qualify.

To ensure consistency in the calculation of Socioeconomic Commitment, a calculation template is provided as Attachment S-1 of the RFP. This attachment will be used by all Offerors to document the proposed Small Business Participation Commitment Document as required in paragraph L.5.1. In the case of minor errors or omissions that do not affect the other areas of the proposal, and may be corrected with minor clarification, the Offeror may be contacted by the Procuring Contracting Officer for immediate clarification.

In the case that an Offeror meets the criteria as specified in paragraph L.5.1 and through discussions provides a Final Proposal Revision (FPR), the criteria for paragraph L.5.1 must be met and the Offeror must resubmit the SB calculation attachment.

Offerors may submit the 1st page (identifying the subcontractor or protégé) and signature page of teaming agreements, mentor-protégé agreements and/or letters of commitment as evidenced of commitment to small business. These agreements and letters of commitment do not count in the page count.

L.5.2 SMALL BUSINESS SUBCONTRACTING PLAN

In accordance with FAR 19.704 and DFARS 219.704 Other Than Small Business Offerors shall submit a small business…