Solicitation Amendment HT001125RE0190002 Body.pdf

HT001125RE019- Amendment 0002 Defense Health Agency (DHA) Data Governance: Advancing a VAULTIS-Guided Framework for Healthcare and Readiness Statement of Objectives (SOO)

The purposes of this amendment to the subject solicitation are to:

(1) Restate Section B revision in Amendment 0001, specifically Option Line Item 0004 pointing to Services in support of Objective 9;

(2) Add FAR 52.204-13, System for Award Management Maintenance (OCT 2018); FAR 52.204-18, Commercial and Government Entity Code Maintenance (AUG 2020); FAR 52.243-1 Changes – Fixed Price (AUG 1987); DFARS 252.243-7001, Pricing of Contract Modifications (DEC 1991);

DFARS 252.243-7002, Requests for Equitable Adjustment (DEC 2022); incorporated by reference (Section I);

(3) Add additional language to the full text clause, 52.212-1, titled, Instructions to Offerors – Commercial Products and Commercial Services (Section I);

(4) Add additional language to the full text clause, 52.212-2, titled, Evaluation--Commercial Products and Commercial Services (Section I);

(5) Add 52.212-3 in full text for purpose of offeror fill-in (Section I);

(6) Add PD 03-03, Rev 0001 (January 23, 2020), titled, Improper Business Practices and Personal

Conflicts of Interest under Section L;

(7) Provide revisions to Attachment (1), Statement of Objectives (Section J);

(8) Provide a revised Attachment (3) Pricing Sheet (Section J); and

(9) Provide responses to Questions provided by 11 September 2025. DUE TO THE URGENCY OF

THIS ACQUISITION AND TIME CONSTRAINTS, NO FURTHER QUESTIONS CAN BE

ENTERTAINED.

As such the following changes are hereby incorporated.

Part (1) Section B, is hereby restated (from Amendment 0001) to read as follows:

Section B- Supplies or Services & Prices or Costs

Item Supplies/Services Quantity Unit Unit

Price Amount

0001 Services in support of SOO Objectives 1 through 6 and 10.

Product Service Code: R499 Weapon System Code: 000 Claimant Program Code: S1 Pricing Arrangement: Firm Fixed Price

[OPTIONAL]

Services in support of SOO Objective 7.

Product Service Code: R499

Services in support of SOO Objective 8.

Services in support of SOO Objective 9.

Part (2) Add FAR 52.204-13, System for Award Management Maintenance (OCT 2018); FAR 52.204- 18, Commercial and Government Entity Code Maintenance (AUG 2020); FAR 52.243-1 Changes – Fixed Price (AUG 1987); DFARS 252.243-7001, Pricing of Contract Modifications (DEC 1991);

DFARS 252.243-7002, Requests for Equitable Adjustment (DEC 2022); incorporated by reference:

Section I – CONTRACT CLAUSES

FAR Clauses Incorporated by Reference Number Title Effective Date 52.204-13 System for Award Management Maintenance OCT 2018 52.204-18 Commercial and Government Entity Code Maintenance AUG 2020 52.243-1 Changes- Firm Fixed Price AUG 1987

DFARS Clauses Incorporated by Reference Number Title Effective Date 252.243-7001 Pricing of Contract Modifications DEC 1991 252.243-7002 Requests for Equitable Adjustment DEC 2022

Part (3) Revise 52.212-1 and its addendum under Section I to read as follows:

52.212-1 INSTRUCTIONS TO OFFERORS--COMMERCIAL PRODUCTS AND COMMERCIAL

SERVICES (SEP 2023)

(a) North American Industry Classification System (NAICS) code and small business size standard. The NAICS code(s) and small business size standard(s) for this acquisition appear elsewhere in the solicitation.

However, the small business size standard for a concern that submits an offer, other than on a construction or service acquisition, but proposes to furnish an end item that it did not itself manufacture, process, or produce is $34,000,000 under NAICS code 541512, if the acquisition--

(1) Is set aside for small business and has a value above the simplified acquisition threshold;

(2) Uses the HUBZone price evaluation preference regardless of dollar value, unless the offeror waives the price evaluation preference; or

(3) Is an 8(a), HUBZone, service-disabled veteran-owned, economically disadvantaged women-owned, or women-owned small business set-aside or sole-source award regardless of dollar value.

(b) Submission of offers. Submit signed and dated offers to the office specified in this solicitation at or before the exact time specified in this solicitation. Offers may be submitted on the SF 1449, letterhead stationery, or as otherwise specified in the solicitation. As a minimum, offers must show--

(1) The solicitation number;

(2) The time specified in the solicitation for receipt of offers;

(3) The name, address, and telephone number of the offeror;

(4) A technical description of the items being offered in sufficient detail to evaluate compliance with the requirements in the solicitation. This may include product literature, or other documents, if necessary;

(5) Terms of any express warranty;

(6) Price and any discount terms;

(7) "Remit to" address, if different than mailing address;

(8) A completed copy of the representations and certifications at Federal Acquisition Regulation (FAR) 52.212-3 (see FAR 52.212-3(b) for those representations and certifications that the offeror shall complete electronically);

(9) Acknowledgment of Solicitation Amendments;

(10) Past performance information, when included as an evaluation factor, to include recent and relevant contracts for the same or similar items and other references (including contract numbers, points of contact with telephone numbers and other relevant information); and

(11) If the offer is not submitted on the SF 1449, include a statement specifying the extent of agreement with all terms, conditions, and provisions included in the solicitation. Offers that fail to furnish required representations or information, or reject the terms and conditions of the solicitation may be excluded from consideration.

(c) Period for acceptance of offers. The offeror agrees to hold the prices in its offer firm for 90 calendar days from the date specified for receipt of offers, unless another time period is specified in an addendum to the solicitation.

(d) Product samples. When required by the solicitation, product samples shall be submitted at or prior to the time specified for receipt of offers. Unless otherwise specified in this solicitation, these samples shall be submitted at no expense to the Government, and returned at the sender's request and expense, unless they are destroyed during preaward testing.

(e) Multiple offers. Offerors are encouraged to submit multiple offers presenting alternative terms and conditions, including alternative line items (provided that the alternative line items are consistent with FAR subpart 4.10), or alternative commercial products or commercial services for satisfying the requirements of this solicitation. Each offer submitted will be evaluated separately.

(f) Late submissions, modifications, revisions, and withdrawals of offers:

(1) Offerors are responsible for submitting offers, and any modifications, revisions, or withdrawals, so as to reach the Government office designated in the solicitation by the time specified in the solicitation. If no time is specified in the solicitation, the time for receipt is 4:30 p.m., local time, for the designated Government office on the date that offers or revisions are due.

(2)(i) Any offer, modification, revision, or withdrawal of an offer received at the Government office designated in the solicitation after the exact time specified for receipt of offers is “late” and will not be considered unless it is received before award is made, the Contracting Officer determines that accepting the late offer would not unduly delay the acquisition; and--

(A) If it was transmitted through an electronic commerce method authorized by the solicitation, it was received at the initial point of entry to the Government infrastructure not later than 5:00 p.m. one working day prior to the date specified for receipt of offers; or

(B) There is acceptable evidence to establish that it was received at the Government installation designated for receipt of offers and was under the Government's control prior to the time set for receipt of offers; or

(C) If this solicitation is a request for proposals, it was the only proposal received.

(ii) However, a late modification of an otherwise successful offer, that makes its terms more favorable to the Government, will be considered at any time it is received and may be accepted.

(3) Acceptable evidence to establish the time of receipt at the Government installation includes the time/date stamp of that installation on the offer wrapper, other documentary evidence of receipt maintained by the installation, or oral testimony or statements of Government personnel.

(4) If an emergency or unanticipated event interrupts normal Government processes so that offers cannot be received at the Government office designated for receipt of offers by the exact time specified in the solicitation, and urgent Government requirements preclude amendment of the solicitation or other notice of an extension of the closing date, the time specified for receipt of offers will be deemed to be extended to the same time of day specified in the solicitation on the first work day on which normal Government processes resume.

(5) Offers may be withdrawn by written notice received at any time before the exact time set for receipt of offers. Oral offers in response to oral solicitations may be withdrawn orally. If the solicitation authorizes facsimile offers, offers may be withdrawn via facsimile received at any time before the exact time set for receipt of offers, subject to the conditions specified in the solicitation concerning facsimile offers. An offer may be withdrawn in person by an offeror or its authorized representative if, before the exact time set for receipt of offers, the identity of the person requesting withdrawal is established and the person signs a receipt for the offer.

(g) Contract award (not applicable to Invitation for Bids). The Government intends to evaluate offers and award a contract without discussions with offerors. Therefore, the offeror's initial offer should contain the offeror's best terms from a price and technical standpoint. However, the Government reserves the right to conduct discussions if later determined by the Contracting Officer to be necessary. The Government may reject any or all offers if such action is in the public interest; accept other than the lowest offer; and waive informalities and minor irregularities in offers received.

(h) Multiple awards. The Government may accept any item or group of items of an offer, unless the offeror qualifies the offer by specific limitations. Unless otherwise provided in the Schedule, offers may not be submitted for quantities less than those specified. The Government reserves the right to make an award on any item for a quantity less than the quantity offered, at the unit prices offered, unless the offeror specifies otherwise in the offer.

(i) Availability of requirements documents cited in the solicitation.

(1)(i) The GSA Index of Federal Specifications, Standards and Commercial Item Descriptions, FPMR Part 101-29, and copies of Federal specifications, standards, and product descriptions can be downloaded from the ASSIST website at https://assist.dla.mil.

(ii) If the General Services Administration, Department of Agriculture, or Department of Veterans Affairs issued this solicitation, a copy of specifications, standards, and commercial item descriptions cited in this solicitation may be obtained from the address in paragraph (i)(1)(i) of this provision.

(2) Most unclassified Defense specifications and standards may be downloaded from the ASSIST website at https://assist.dla.mil.

(3) Defense documents not available from the ASSIST website may be requested from the Defense Standardization Program Office by--

(i) Using the ASSIST feedback module (https://assist.dla.mil/feedback); or

(ii) Contacting the Defense Standardization Program Office by telephone at 571-767-6688 or email at assisthelp@dla.mil.

(4) Nongovernment (voluntary) standards must be obtained from the organization responsible for their preparation, publication, or maintenance.

(j) Unique entity identifier. (Applies to all offers that exceed the micro-purchase threshold, and offers at or below the micro-purchase threshold if the solicitation requires the Contractor to be registered in the System for Award Management (SAM).) The Offeror shall enter, in the block with its name and address on the cover page of its offer, the annotation "Unique Entity Identifier" followed by the unique entity identifier that identifies the Offeror's name and address. The Offeror also shall enter its Electronic Funds Transfer (EFT) indicator, if applicable. The EFT indicator is a four-character suffix to the unique entity identifier. The suffix is assigned at the discretion of the Offeror to establish additional SAM records for identifying alternative EFT accounts (see FAR subpart 32.11) for the same entity. If the Offeror does not have a unique entity identifier, it should contact the entity designated at www.sam.gov for unique entity identifier establishment directly to obtain one. The Offeror should indicate that it is an offeror for a Government contract when contacting the entity designated at www.sam.gov for establishing the unique entity identifier.

(k) Reserved.

https://assist.dla.mil/ https://assist.dla.mil/ https://assist.dla.mil/feedback mailto:assisthelp@dla.mil http://www.sam.gov/

(l) Debriefing. If a post-award debriefing is given to requesting offerors, the Government shall disclose the following information, if applicable:

(1) The agency's evaluation of the significant weak or deficient factors in the debriefed offeror's offer.

(2) The overall evaluated cost or price and technical rating of the successful and the debriefed offeror and past performance information on the debriefed offeror.

(3) The overall ranking of all offerors, when any ranking was developed by the agency during source selection.

(4) A summary of the rationale for award;

(5) For acquisitions of commercial products, the make and model of the product to be delivered by the successful offeror.

(6) Reasonable responses to relevant questions posed by the debriefed offeror as to whether source-selection procedures set forth in the solicitation, applicable regulations, and other applicable authorities were followed by the agency.

ADDENDUM TO 52.212-1 INSTRUCTIONS TO OFFERORS—COMMERCIAL PRODUCTS AND

COMMERCIAL SERVICES (SEP 2023)

(1) Period of Validity. The Offeror agrees to hold the prices in its offer valid and firm for 90 calendar days from the date specified for receipt of offers.

(a) Offer Submission Instructions. Offeror is required to meet all solicitation requirements, including terms and conditions, representations and certifications, and technical requirements. Offeror must clearly identify any exception to the solicitation terms and conditions and provide complete accompanying rationale. Offeror must acknowledge any and all amendments to the solicitation.

The Government does not intend to hold discussions; however, the Government reserves the right to hold discussions, or negotiations, if the Contracting Officer finds it necessary to do so. The Offeror’s initial offer should contain the Offeror’s best terms from a price and technical standpoint. The Government reserves the right to seek information through clarifications or communications with the Offeror. 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.

1) Points of Contact - Email communication to Points of Contact (POC) for this solicitation should be addressed to:

NAME, Contracting Officer (CO), Linda M. Walker at linda.m.walker38.civ@health.mil NAME, Contract Specialist (CS), Andrea V. Rivas at andrea.r.rivas.civ@health.mil -- located in Falls Church, Virginia, USA.

Include the solicitation number, HT001125R0019 in the subject line of all email documents.

mailto:andrea.r.rivas.civ@health.mil

2) Questions may be submitted to CO and CS, by email. They shall be received no later than day, Thursday, 11 SEPTEMBER 2025 at 11:00 am Eastern Time. Additional questions will not be accepted after this date and time. The Government reserves the right not to provide a response for any Offeror question/clarification. If the CO determines that a request cites an issue of significant importance, the Government shall provide a written response to all Offerors. Responses to these questions will be posted no later than Monday, 15 SEPTEMBER 2025 at 11:00 am Eastern Time.

3) Electronic Submittal: All proposals shall be submitted electronically, via email to the Contract Specialist and Contracting Officer no later than Friday, 19 SEPTEMBER 2025 at 10:00 am Eastern Time. Modifications, amendments, or withdrawals of proposals should also be submitted electronically via email to CO and CS. Other communications shall be submitted through email to the POC identified above. Hard copies of proposals will not be accepted.

Any proposal received after the exact time specified for receipt shall be treated as a late submission in accordance with Federal Acquisition Regulation (FAR) 52.212-1.

(2) Offer Content and Format. An offer shall consist of a Cover Letter and three (3) volumes:

• Volume 1 for material documenting the Offeror’s Technical Capability to meet all requirements of the Statement of Objectives (SOO) and a Statement of Work on how specifically the Contractor will accomplish all Objectives leading to completion of requirement.

• Volume 2 for Past Performance Questionnaires.

• Volume 3 for all Price information. Each volume shall be written on a stand-alone basis, so that its contents may be evaluated without cross-referencing.

Volume 1 is limited to forty (40) single-sided pages. Pages should be numbered consecutively throughout the document and not by sections. For any sections of a proposal with a defined page limit, pages exceeding the specified limit will be removed and not forwarded for evaluation.

The following sections are not subject to page limits:

• Cover Letter

• Title Page

• Table of Contents

• Glossaries

• Statement regarding Potential Organizational Conflicts of Interest or OCI Mitigation Plan

• Volume 3 - Price

The following volumes are subject to the indicated page limits:

• Volume 1 – Factor 1 - Technical Capability – 40 Pages:

o Subfactor 1: Technical Approach Objective Accomplishment - 30 Pages Subfactor 2: Statement of Work – 10 Pages

• Volume 2 – Factor 2 – Past Performance Questionnaire, if provided – MAX PAGE TOTAL Estimated at 12 pages

An offer page is 8.5 inches by 11 inches (portrait format) with 1-inch margins and single-sided. Text shall be single-spaced in Times New Roman font of no less than 12-point font. Tables, graphics, captions, and callouts 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 in MS Excel. The Offeror’s company name (no logos), the date, solicitation number, and volume number shall be included on each page of the offer (this information may be included in a header/footer). All pages of the offer volumes shall be numbered, using a uniform numbering system. Page numbers, headers and footers may be outside the page margins and are not bound by the font and point size requirement. Any offer containing proprietary information shall be clearly marked. All pricing information shall be addressed ONLY in the price volume. Each volume shall contain a glossary of all abbreviations and acronyms used, and with an explanation for each. Glossaries do not count against the page limitations for their respective volumes.

(3) 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 System for Award Management (SAM) / Unique Entity ID (UEI) 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 at least 90 days from the date of submittal and shall provide a statement specifying the extent of agreement with terms, conditions, provisions, and representations and certifications included in the solicitation. Note: All proposal preparation costs will be the sole responsibility of the Offeror. The Government will not reimburse any firm for their proposal preparation costs.

(a) 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 a proposal volume. Contents of the cover letter will not be evaluated against the evaluation criteria specified in 52.212- 2.

(b) Cover Letter Attachment. Attach the completed FAR and DFARS Provisions identified in the solicitation that are not already included in the company’s SAM Representations and Certifications report.

The submitted provisions shall be signed and dated by an official authorized to contractually obligate the Offeror. Attach Statement regarding Potential Organizational Conflicts of Interest or OCI Mitigation Plan

(c) The cover letter and cover letter attachment have no page limit.

(4) Proposal Preparation Instructions.

(a) VOLUME 1 – FACTOR 1 - TECHNICAL CAPABILITY: Limited to no more than 40 pages. The technical capability volume shall specifically address each of the Factor 1 - Technical Capability Subfactors listed below:

Volume 1 – Factor 1 - Technical Capability – 40 Pages:

a. Subfactor 1: Technical Approach

i. Objective Accomplishment - 30 Pages

Subfactor 2: Statement of Work – 10 Pages

Factor 1: TECHNICAL APPROACH – Required submissions:

1) Subfactor 1: Technical Approach Narrative:

The Technical Approach Narrative (not to exceed 30 pages) should describe the capability of your organization to satisfy the requirements of this solicitation. The proposal should be prepared simply and economically, providing straightforward, concise delineation of capabilities to satisfactorily perform the contract being sought. The proposal shall not merely offer to perform work in accordance with the requirements documents but shall outline the actual approach as specifically as possible in a SOW. Repeating the requirements without sufficient elaboration is not acceptable. The Government shall not assume that an Offeror possesses any capability unless specified in the proposal.

The Offeror shall describe its technical approach to perform the following six (6) technical requirements, which the Government has determined to be most important, as delineated in the

SOO.

Objective 3.1 Comprehensive framework defining Metadata Management Objective 3.10 Business Process Automation Implementation Objective 4 Federated Governance Playbook/Workforce Readiness Objective 5 Metadata Harvesting and Discovery Services Objective 6 Test and Refine Data Product Lifecycle and Governance Objective 10 Evaluate Self-Service and End User Experience

2) Subfactor 2: Statement of Work:

The Contractor will prepare a ten (10) page Statement of Work describing how the Objectives will be accomplished. The Statement of Work will identify timelines for completion of the work.

Request that Objectives 7, 8, and 9 be identified separately since they are Optional CLINs which may not be awarded due to funding limitations. For informational purposes only (NOT RATED), the Government is requesting a listing of key personnel or key labor categories.

The request for such listing is to determine if the Company will, in fact, have key personnel or key labor categories assigned to the contract as well as aid in communication between the Company and the Government.

(b) VOLUME 2: FACTOR 2 – PAST PERFORMANCE QUESTIONNAIRES: Limited to no more than eighteen pages (12) pages. Note: The Past Performance Questionnaire (PPQ) is three (3) pages allowing for no more than one (1) page of additional comments per reference, if applicable.

Volume 2 shall not include information related to the proposed price. This volume shall include the following information:

1) References. The Offeror can submit no more than three (3) Past Performance references, or PPQs.

These references may be those of the Offeror. All three (3) references must be from the prime Offeror. If the prime Offeror cannot submit at least two (2) references, a detailed explanation must be provided as to why the Offeror cannot submit them. The work covered by any Past Performance reference may have been with Federal, State, City agencies and/or commercial customers. Although not required, recent and relevant experience or Past Performance with DoD, DHA or a military health system is preferred and could be used as a discriminator in source selection if determined to be Relevant or higher.

2) Due to the time proposal time constraints, if no PPQs are provided, the Government will pull CPARs on the Contractor. Recent CPARs will be pulled for the prime Offeror where the Offeror performed as a prime contractor within the last three (5) years from release of this solicitation, including efforts currently being performed. Relevant is defined as work similar in size, scope, and complexity of the work described in the SOO and which demonstrates the Offeror’s ability to perform the effort proposed. Quality of Performance refers to how well the Offeror performed on past contracts.

3) Past Performance Evaluation Definitions. Recent is defined as contracts/orders where the Offeror performed as a prime contractor within the last five (5) years from release of this solicitation, including efforts currently being performed. Relevant is defined as work similar in size, scope, and complexity of the work described in the SOO and which demonstrates the Offeror’s ability to perform the effort proposed. Quality of Performance refers to how well the Offeror performed on past contracts.

4) Reference Content. It is the Offeror’s responsibility to provide valid, current, and verifiable information. Each submission of Past Performance information shall include the following:

• Project title

• Description of the project

• Cage Code under which work was completed

• Name of Prime that performed work, if applicable

• Government Agency or Organization name that contracted for the performance

• COR’s name, address, and phone number (Person responsible for acceptance and verifying compliance)

• Contracting Officer’s name, address, and phone number

• Contract Number and, if applicable, Task Order Number

i. Current status, e.g. completed and/or if in progress, work start and estimated completion dates

ii. Dollar value and type of contract

iii. SOO paragraphs that the reference applies to

iv. A narrative of why you deem the reference relevant to this effort

For each Past Performance record submitted, the Offeror should fill out the PPQ, Attachment entitled “Past Performance Questionnaire Solicitation HT0011-25-R-E019, from the beginning of the questionnaire to the end. The Offeror must transmit the PPQ to their Reference (person responsible for acceptance of performed services who can verify compliance), for completion by the Reference, of Part 2 of the PPQ. The Reference must then submit each PPQ via email, directly to the Government POC(s) listed in the PPQ. A PPQ submitted directly by the Offeror to the Government POC(s), or reference information provided by or for POCs who work directly for your company, or indirectly (i.e. in a prime or subcontractor relationship), will NOT be considered relevant. All PPQs are due to the DHA POC(s) listed on the PPQ Attachment, by the offer due date and close time listed in Block 8 of Page 1 of the solicitation or of the most recent amendment, if amended. It is the Offeror’s responsibility to ensure PPQs are received by the Government.

5) Past Performance Information from Other Sources. Due to the time proposal time constraints, if no PPQs are provided, the Government will pull CPARs on the Contractor. Recent CPARs will be pulled for the prime Offeror where the Offeror performed as a prime contractor within the last three (5) years from release of this solicitation, including efforts currently being performed.

Relevant is defined as work similar in size, scope, and complexity of the work described in the SOO and which demonstrates the Offeror’s ability to perform the effort proposed. Quality of Performance refers to how well the Offeror performed on past contracts. The Government may also seek and consider additional past performance information obtained through other sources and utilize that information in determining the Performance Confidence Assessment Rating. These sources include but are not limited to: Contract Performance Assessment Reporting System (CPARS), 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.

(c) VOLUME 3: FACTOR 3 - PRICE: Unlimited.

1) Price shall be submitted by the Offeror separately as Volume 3 and will be evaluated separately from the non-price factors. Volume 3 must provide the breakdown of prices at a level of detail to conduct meaningful price analysis. Additionally, the price proposal shall identify the location where Proposed Personnel will be performing their duties and indicate which positions are telework or remote positions. All pricing information documentation must be included only in Volume 3. Under no circumstances shall any cost or pricing documentation be included elsewhere in the proposal.

2) Complete all the CLINS in the SF1449 Continuation Sheet Schedule, to include all Optional

CLINs. All priced CLINs shall provide pricing detail on labor rates, hours, and rate buildup.

3) The Offeror shall submit a price narrative (in searchable PDF format) and a pricing spreadsheet (in Excel format inclusive of formulas). Each Offeror’s pricing spreadsheet shall be consistent with the Government’s Pricing Spreadsheet template. All proposed prices shall be inclusive of all costs to successfully perform the requirements of this SOO. Labor category and rate information shall be provided as follows:

a) The Government requests all spreadsheets to be provided in Excel format containing formulas that can be manipulated and that have been verified for correct mathematical computations. A zero-dollar figure in the proposal means that the line item shall be provided at no charge to the Government. The cost/price portion of the proposal should include at a minimum, the following information as applicable:

1. Detailed Breakout - The backup for proposed labor prices should be broken out by appropriate labor category, and CLIN (i.e., CLINs for base and optional should be broken out separately).

2. Labor - Provide a spreadsheet including labor categories, labor hours and labor rates by CLIN. Provide backup in the narrative portion of the price proposal that includes basis of estimates with regards to the labor hours and mix. All labor rates shall be rounded to the nearest dollar. Provide actual or anticipated place of performance for Proposed Personnel positions and/or individuals and indicate which positions are remote or telework, if applicable.

3. The negotiated prices will become fixed prices on the contract.

4. If applicable, the Offeror shall comply with FAR 52.219-14 Limitations on Subcontracting (Deviation 2021-O0008) should the proposal submission meet the criteria of the provision.

(End of Addendum to 52.212-1)

Part (4) Revise 52.212-2 and its addendum under Section I to read as follows:

52.212-2 EVALUATION--COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES (NOV

2021)

(a) The Government will award a contract resulting from this solicitation to the responsible Offeror whose offer conforming to the solicitation will be most advantageous to the Government, price and other factors considered. Government evaluators will not assume that the Offeror possesses any capability or knowledge unless it is specified in the proposal.

The following factors shall be used to evaluate offers:

Evaluation Factor 1 - Technical Capability – 40 Pages:

a. Subfactor 1: Technical Approach

i. Objective Accomplishment - 30 Pages

b. Subfactor 2: Statement of Work – 10 Pages

Evaluation Factor 2 – Past Performance – 12 Pages

Evaluation Factor 3 - PRICE

(a) Price will be analyzed separately from the non-price factors to determine complete, fair and reasonable pricing. The Government will determine price completeness by ensuring the Government pricing spreadsheet is filled out completely and all formulas are correct. The Government will determine price reasonableness by comparison of the proposed price to the market price derived from market research or from adequate price competition. To establish a fair and reasonable price, the Government shall obtain any data as necessary.

(b) Optional CLINs. The Government will evaluate offers for award purposes by adding the total price for all CLINs to the total price for the basic requirement. The Government may determine that an offer is unacceptable if the Optional CLINs prices are significantly unbalanced. Evaluation of Optional CLINs shall not obligate the Government to exercise the Optional CLINs.

(c) A written notice of award or acceptance of an offer, mailed or otherwise furnished to the successful Offeror within the time for acceptance specified in the offer, shall result in a binding contract without further action by either party. Before the offer's specified expiration time, the Government may accept an offer (or part of an offer), whether or not there are negotiations after its receipt, unless a written notice of withdrawal is received before award.

ADDENDUM

52.212-2, EVALUATION--COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES (NOV

2021)

BASIS FOR CONTRACT AWARD: The basis for award for this acquisition will be the Best Value Continuum, considering a tradeoff between technical approach, past performance and price to determine the most advantageous offer to the Government. The Government may award to other than the lowest-priced Offeror or other than the highest technically rated Offeror if the decision is determined to be in the best interest of the Government.

A technical evaluation will be conducted on each Offeror’s technical proposal. Offerors receiving a rating of Unacceptable in the technical evaluation will be eliminated from further consideration.

By submitting an offer, the Offeror agrees to comply with all solicitation requirements, including terms and conditions, representations and certifications, and technical specifications. Failure to meet any material requirement may result in the proposal being deemed unacceptable.

Government evaluators will evaluate proposals based solely on the information provided in the Offeror’s submission. Assumptions about capabilities or experience not explicitly stated in the proposal will not be made.

Offers will receive a preliminary price analysis to determine if proposals are within fair market range. Grossly understated or overstated proposals “may be” removed from consideration if it has been determined the Offeror price proposal does not have a clear understanding of the requirement.

The Government intends to award one (1) Firm Fixed Price contract without discussions, but may enter discussions, if it is in the Government’s interest to do so. If the Government enters into discussions, such discussions will be limited to the number of proposals that permit efficient competition among the most highly rated proposals.

In accordance with FAR 52.215-1, the Government intends to evaluate and award Multiple contracts without discussions with Offerors (except minor clarifications as described in FAR 15.306(a)).

Therefore, the Offeror’s initial proposal should contain the Offeror’s best terms from a price or cost and technical standpoint. Based on the initial number of proposals, the Contracting Officer may establish a competitive range comprised of the most highly rated proposals, based on the evaluation factors set forth in this solicitation. Only those offerors within the competitive range will be provided an opportunity to participate in discussions and submit final proposal revisions.

The Government may further reduce the competitive range if, after discussions, it is determined that a reduced number of the most highly rated proposals will permit an efficient competition and best serve the Government’s interests.

Proposals determined to be technically unacceptable and/or not among the most highly rated will be excluded from the competitive range and eliminated from further consideration for award.

The Evaluation Process shall proceed as follows:

A. Evaluation Process:

1. Prior to technical and price proposal evaluation, a responsibility determination will be made as described in FAR Part 9. In addition, the Offeror's proposal shall be reviewed to determine compliance with the solicitation requirements, including terms and conditions, representations and certifications. Failure to meet any solicitation requirement may result in the proposal being deemed ineligible for award to include but not limited to, compliance with DFARS 252.204-7020 - NIST SP 800-171 DoD Assessment Requirements.

2. Technical: Offers shall be evaluated IAW provision cited in FAR 52.212-2 - Evaluation of Commercial Products and Commercial Services. After the technical capability subfactors are evaluated individually, an overall rating will be assigned collectively to these subfactors and will become the technical capability rating.

3. Price: Price proposals shall be analyzed for completeness and price reasonableness.

B. Evaluation Criteria:

1. Factor 1: Technical Capability. All Subfactors will be evaluated individually.

a. Subfactor 1: Technical Approach - this subfactor on the extent to which:

The proposal demonstrates a clear understanding of the Data Governance: Advancing a VAULTIS-Guided Framework for Healthcare and Readiness requirements and objectives, and demonstrates, in sufficient detail, a convincing methodology, work plan, and rationale to accomplish the most important objectives of the Statement of Objectives (SOO). Simply restating or rephrasing the SOO requirements may result in an Unacceptable Rating. The

Government has determined the following objectives are the most important tasks. As such, the offeror's approach to completion of the specific objectives listed below will serve as the basis for the Government’s evaluation of the offeror’s understanding of the Data Governance:

Advancing a VAULTIS-Guided Framework for Healthcare and Readiness requirements and objectives, and its methodology, work plan, and rationale to accomplish the most important tasks of the Statement of Objectives (SOO):

Objective 3.1 Comprehensive framework defining Metadata Management: The offeror will provide an example of a comprehensive framework defining metadata to include: standards, schemas, and governance processes.

Objective 3.10 Business Process Automation Implementation: The offeror should provide an example of Automated workflows supporting metadata management processes.

Objective 4 Federated Governance Playbook/Workforce Readiness: The offeror shall provide an example of a playbook that outlines domain-level responsibilities for data stewardship, access control, metadata management, and data sharing policies, providing clear guidance on how governance will be implemented and sustained in a multi-domain environment.

Objective 5 Metadata Harvesting and Discovery Services: The offeror shall provide an example of a report that focuses on the extent to which metadata—including technical, business, and operational attributes—is successfully captured, normalized, and made available for discovery and governance.

Objective 6 Test and Refine Data Product Lifecycle and Governance: The offeror will provide a playbook that defines the standardized stages, roles, and responsibilities associated with creating, managing, publishing, and retiring data products within the federated data mesh environment.

Objective 10 Evaluate Self-Service and End User Experience: The offeror will provide an example of a Self Service/End User evaluation which focuses on features that enable users to discover, access, and interact with data products without requiring backend support or centralized intervention.

b. Electronic File Format: All submissions from the offeror proposal shall be submitted in a format readable by Microsoft (MS) Office Word 365, Excel 365, or Access 365, as applicable. Save files in default format (e.g., Word Document – Set “save as type” to “Word Document [*.docx]” only and Excel spreadsheets – Set "save as type" to "Microsoft Excel Workbook [*.xlsx]". Submit portable document format (PDF) documents using Adobe Acrobat only. The proposal shall not include any information/data within a PDF formatted document that is copied as an image, except for signatures. When creating PDF files, the Offeror shall create the file to enable text search and copy functions.

c. Subfactor 2: Statement of Work:

The Contractor will prepare a ten (10) page Statement of Work demonstrating a well-thought-out approach and methodology on how the Objectives will be accomplished. The Statement of Work will identify timelines for completion of the work, no longer than one (1) year.

Request that Objectives 7, 8, and 9 be identified separately since they are Optional CLINs which may not be awarded due to funding limitations. If funding becomes available, all objectives must be completed within the same year as Objectives 1-6 and 10.

• Subfactor 1 and Subfactor 2: Technical Approach will be evaluated in accordance with the

Evaluation Standard Definitions below and assigned a rating based on the rating standards of Technical Capability:

Best-Value Continuum Tradeoff Evaluation

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 contract performance.

Meets The offeror’s proposal demonstrates their understanding of the requirement.

Weakness A flaw in the proposal that increases the risk of unsuccessful contract 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 proposal that increases the risk of unsuccessful contract performance to an unacceptable level.

1. Factor 1 - Subfactor 1 and Subfactor 2 will be assessed with an Adjectival Rating using the Criteria below.

If any of the non-price, technical subfactors receives an evaluation score of Unacceptable, the collective overall technical capability rating will also be Unacceptable. Only proposals receiving an overall technical capability rating of Acceptable or higher will be considered for award.

Combined Technical/Risk Rating Method Adjectival Rating Description

Outstanding

Proposal demonstrates an exceptional approach and understanding of the requirements and contains multiple strengths and/or at least one significant strength, and risk of unsuccessful performance is low.

Good

Proposal indicates a thorough approach and understanding of the requirements and contains at least one strength or significant 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 meet requirements of the solicitation and, thus, contains one or more deficiencies and is unawardable, and/or risk of performance is unacceptably high.

2. Factor 2, Past Performance, will be evaluated independently from the other non-Price evaluation factor using different standards. The Past Performance Confidence Assessment rating is based on the Offeror’s overall record of Recency, Relevancy, and Quality of Performance. Each Past Performance record evaluated and found to meet the Recency criteria, will be evaluated for Relevancy and Quality.

The Relevancy Rating table will be used to provide an Adjectival Relevancy rating of Past Performance references, and the Confidence Rating table will be used to provide an Adjectival Confidence Assessment rating.

Recent is defined as contracts/orders where the Offeror performed as a prime contractor within the last five (5) years from release of this solicitation, including efforts currently being performed.

Relevant is defined as work similar in size, scope, and complexity of the work described in the SOO and which demonstrates the Offeror’s ability to perform the effort proposed. Quality of Performance refers to how well the Offeror performed on past contracts.

Relevancy Rating for Past Performance

Very Relevant Present/past performance effort involved essentially the same scope and magnitude of effort and complexities this solicitation requires

Relevant Present/ past performance effort involved similar scope and magnitude of effort and complexities this solicitation requires

Somewhat Relevant Present/ past performance effort involved some of the scope and magnitude of effort and complexities this solicitation requires

Not Relevant Present/ past performance effort involved little or none of the scope and magnitude of effort and complexities this solicitation requires

Performance Confidence Assessments Rating Method:

Substantial Confidence Based on the offeror’s recent/relevant performance record, the Government has a high expectation that the offeror will successfully perform the required effort.

Satisfactory Confidence Based on the offeror's recent/relevant performance record, the Government has a reasonable expectation that the offeror will successfully perform the required effort.

Neutral Confidence

No recent/relevant performance record is available, or the offeror's performance record is so sparse that no meaningful confidence assessment rating can be reasonably assigned.

The offeror may not be evaluated favorably or unfavorably on the factor of past performance.

Limited Confidence Based on the offeror's recent/relevant performance record, the Government has a low expectation that the offeror will successfully perform the required effort.

No Confidence Based on the offeror's recent/relevant performance record, the Government has no expectation that the offeror will be able to successfully perform the required effort.

3. Factor 3, Price will be analyzed separately from the non-price factors to determine complete, fair and reasonable pricing. The Government will determine price completeness by ensuring the Government pricing spreadsheet is filled out completely and all formulas are correct. The Government will determine price reasonableness by comparison of the proposed price to the market price derived from market research or from adequate price competition. To establish a fair and reasonable price, the Government shall obtain any data as necessary.

4. Proposals receiving a minimum rating of Acceptable in the technical factor; Satisfactory Confidence in the Past Performance Factor; and, determined to be fair and reasonable in price, will be considered for award. The Government may award to other than the lowest priced proposal or other than the highest rated non-price proposal. The Government reserves the right to make no award, depending on the quality of proposals received and the availability of funds. All proposals will be evaluated for compliance with the Instructions to Offerors and any proposals found non-compliant may be excluded from evaluation and from award consideration.

Please Refer to ADDENDUM TO FAR PROVISION 52.212-1, INSTRUCTIONS TO OFFERORS- COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES (SEP 2023) above for the specific instructions and additional information.

(End of Addendum to 52.212-2)

Part (5) Provide 52.212-3 under Section I in full text for purpose of offeror fill-in

52.212-3 OFFEROR REPRESENTATIONS AND CERTIFICATIONS--COMMERCIAL

PRODUCTS AND COMMERCIAL SERVICES (MAY 2024)

The Offeror shall complete only paragraph (b) of this provision if the Offeror has completed the annual representations and certification electronically in the System for Award Management (SAM) accessed through https://www.sam.gov. If the Offeror has not completed the annual representations and certifications electronically, the Offeror shall complete only paragraphs (c) through (v) of this provision.

(a) Definitions. As used in this provision --

"Covered telecommunications equipment or services" has the meaning provided in the clause 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment.

"Economically disadvantaged women-owned small business (EDWOSB) concern" means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business operations of which are controlled by, one or more women who are citizens of the United States and who are economically disadvantaged in accordance with 13 CFR part 127, and the concern is certified by SBA or an approved third-party certifier in accordance with 13 CFR 127.300. It automatically qualifies as a women-owned small business eligible under the WOSB Program.

"Forced or indentured child labor" means all work or service-

(1) Exacted from any person under the age of 18 under the menace of any penalty for its nonperformance and for which the worker does not…