GHC_PreProposal_Conf_Slides.pdf

PDF 2 MB Posted

Attached to
Household Goods (HHG) Relocation Services Federal contract opportunity
Solicitation number
HTC711-19-R-R004
Issued by
Department of Defense United States Transportation Command

About this file

This document provides details for a pre-proposal conference for Household Goods Relocation Services. The conference slides outline requirements for global relocation services for Department of Defense personnel, including counseling, transportation, packing and unpacking, storage, and claims processing. A single contractor will be selected through an 8-year IDIQ contract awarded after a competitive bidding process. Proposals are due October 28, 2019, with discussions beginning in January 2020 and contract award anticipated for April 15, 2020. Pricing will be evaluated on domestic and international rates for linehaul, packing, storage, and other components. Offerors must meet small business subcontracting goals of at least 40% of work to small businesses. Technical capability will be evaluated on operational approach, capacity, transition, and IT capabilities.

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Other files attached to Household Goods (HHG) Relocation Services, newest first.
File Type Posted
GHC_RFP_Questions_&_Answers,_Round_7.xlsx XLSX spreadsheet
Attachment_2_-_Pricing_Rate_Table,_Amend_03.xlsx XLSX spreadsheet
Attachment_7_-_RFP_Offeror_Information_Sheet,_Amend_02.docx DOCX document
Attachment_2_-_Pricing_Rate_Table,_Amend_02.xlsx XLSX spreadsheet
GHC_RFP_Questions_&_Answers,_Round_2.xlsx XLSX spreadsheet
Appendix_A_-_Transition_Phase-In_Phase-Out,_Amend_01.pdf PDF
Attachment_2_-_Pricing_Rate_Table,_Amend_01.xlsx XLSX spreadsheet
Appendix_E_-_Claims_and_Liability_Rules,_Amend_01.pdf PDF
Attachment_9_-_SB_Participation_Commitment_Document,_Amend_01.docx DOCX document
Attachment_5_-_Past_Performance_Questionnaire,_Amend_01.docx DOCX document
Appendix_C(i)_-_Transit_Time_Tables.xlsx XLSX spreadsheet
Appendix_E_-_Claims_and_Liability_Rules.pdf PDF
Appendix_B_-_Required_Reports.pdf PDF
Attachment_2b_-_Non-Standard_Rate_Areas.pdf PDF
Appendix_J_-_NIST.SP.800-171_-_POAM.XLSX XLSX spreadsheet
Attachment_3_-_Wage_Determinations.zip ZIP file
HTC711-19-R-R004_GHC_RFP.PDF PDF
Attachment_11_-_BCG_Non-Disclosure_Agreement.pdf PDF
Q&As_DRAFT_RFP__2.pdf PDF
Pre-Proposal_Conf_Save_the_Date.pdf PDF
Milestones-Industry.pdf PDF
Attachment_7_-_RFP_Offeror_Information_Sheet_-_DRAFT.docx DOCX document
Appendix_A_-_Transition_Plan_Requirements_-_DRAFT.pdf PDF
Appendix_J_-_NIST.SP.800-171_-_POAM_-_DRAFT.xlsx XLSX spreadsheet
Appendix_H_-_Form_Data_Elements_-_DRAFT.docx DOCX document
Attachment_4_-_Award_Term_Plan_-_DRAFT.pdf PDF
Attachment_6_-_Financial_Information_Questionnaire_-_DRAFT.doc DOC document
Attachment_2a_-_Maps_-_DRAFT.pdf PDF
Attachment_1_-_Performance_Work_Statement_-_DRAFT.pdf PDF
Attachment_5_-_Past_Performance_Questionnaire_-_DRAFT.docx DOCX document
Attachment_9_-_SB_Participation_Commitment_Doc_-_DRAFT.docx DOCX document
Appendix_C_-_Transit_Times_-_DRAFT.pdf PDF
Bundling_Notification.pdf PDF
GHC_-_Ind_Day_Questions_and_Answers.xlsx XLSX spreadsheet
GHC_Process_Map.pdf PDF
Attachment_9_-_Small_Business_Participation_Commitment_Document.pdf PDF
Appendix_E_-_Claims_and_Liability_Rules.pdf PDF
Appendix_A_-_Transition_Phase-In_Phase-Out.pdf PDF
Attachment_8_-_Small_Business_Subcontracting_Plan.pdf PDF
Attachment_6_-_Financial_Information_Questionnaire.pdf PDF
DRAFT_Pricing_White_Paper.pdf PDF
DRAFT_PWS_Appendix_A_-_Claims_and_Liability_Rules.pdf PDF
Exhibit_1_-_Historic_Data.zip ZIP file
RFI_2_Questions.pdf PDF
DRAFT_Terms_and_Conditions.pdf PDF
IndDayQs.xlsx XLSX spreadsheet
Agenda_2-19-19.xlsx XLSX spreadsheet
GHC_Industry_Day_Slides-15_Feb_2019.pptx PPTX presentation
HHG_Industry_Day_Save_the_Date.DOCX DOCX document
1._HHG_RFI_20181207_amend02.pdf PDF
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Text version

TOGETHER, WE DELIVER.

UNCLASSIFIED 1

TOGETHER, WE DELIVER.

Pre-Proposal Conference Global Household Goods

Contract (GHC) 26 Sep 2019

UNCLASSIFIED 2

Opening Remarks

Mr. Kenneth Brennan

Director, USTRANSCOM Acquisition

UNCLASSIFIED 3

Introductions

• GHC Program Manager

– Mr. Dale Shelton

• Defense Personal Property Program Office

– Lt Col Lisa Ryan

• Service Acquisition Manager (SAM)

– Ms. Lisa Gross

• TCAQ Specialized Transportation & Support Division

– Mr. J.R. Oliver, Chief

– Ms. Emily Tift, Deputy Chief

– Acquisition Team

• Ms. Lynda Lang, Contracting Officer

• Mr. Andrew McClain, Contract Specialist

• Ms. Paige Brown, Contract Specialist

UNCLASSIFIED 4

Agenda

Single Move Manager Construct

Requirement Overview

GHC Acquisition Strategy

Request for Proposal (RFP) Discussion

Proposal Instructions

Proposal Evaluations

Milestones

Questions and Closing Remarks

UNCLASSIFIED 5

TOGETHER, WE DELIVER.

Pre-Proposal Conference Disclaimers

THANK YOU for your participation during all market research efforts (i.e. Request for Information, Industry Days, etc.). Your inputs were valuable to the development of this acquisition.

The sole purpose of this conference is to assist Offerors with proposal preparation/submission; the purpose is not to discuss alternative strategies or criticize the acquisition construct.

All questions and answers from today’s discussion will be posted to Federal Business Opportunities (www.fbo.gov).

This presentation is not all inclusive and is intended to highlight key areas within the Addendum to FAR 52.212-1 Instructions to Offerors – Commercial Items and FAR 52.212-2, Evaluation – Commercial Items. Offerors are cautioned that the presentation is intended for informational purposes only and does not supplement the instructions and requirements of the RFP.

UNCLASSIFIED 6

Military Families – Our North Star

Supplier

Management

QUALITY

for our Military Families

Pricing Strategy

& Structure

KPIs &

Incentives

Data & Reporting

Program

Governance To do right by our Military Families, we must create an operating model which drives industry-standard quality

UNCLASSIFIED 7

GHC Intent

• Implement a single move-manager construct to improve access to -- and management of -- quality capacity to meet peak demand and enable DoD to affix responsibility and accountability.

• The basic tenets of this plan are threefold:

Stability: multi-year relationship with predictable demand provides industry with both the confidence and rationale to invest in capacity and strategic relationships to meet peak demand

Capacity Management: centralizing demand planning with a single entity improves utilization of available capacity in a way that DoD simply cannot do

Accountability: Rather than trying to manage over 900 TSPs through 42 offices, DoD will have a single company to deal with and a single agency ultimately responsible for oversight (which also provides the transparency families demand)

UNCLASSIFIED 8

Requirements Overview

Complete Household Goods Relocation Services Worldwide for Department of Defense (DoD) Service Members, DoD civilians, and U.S Coast Guard members

Services Include:

1) Providing move counseling for personal property (household goods, unaccompanied baggage and personally procured moves, as defined in the JTR)

2) Household goods transportation

3) Traffic management and administration, including customs clearance

4) Shipment packing and unpacking, loading and unloading

5) Shipment in-transit visibility (ITV)

6) Secure SIT facilities

7) Pickup and delivery of shipments from origin to destination, to include Non-Temporary Storage (NTS) facilities

8) Claims processing and resolution

9) Invoicing

10) Reporting

UNCLASSIFIED 9

Service Delivery Summary (SDS)

Performance Objective Performance Threshold

Year 1 Year 2 Year 3+

Overall Customer Satisfaction 91% 93% 95%

Timely Counseling & Firm Booking 95% 95% 95%

Timely Scheduling 95% 95% 95%

On Time Pickup 98% 98% 98%

On Time Delivery 85% 91% 95%

Claims 90% / 95% 90% / 95% 90% / 95%

U.S. Vessel/Aircraft Compliance 100% 100% 100%

System Availability 98% 98% 98%

UNCLASSIFIED 10

GHC Acquisition Strategy

• FAR Part 12 Commercial Items

• Single Award

• Fixed Price w/Economic Price Adjustment

• Indefinite Delivery Indefinite Quantity (IDIQ) Contract

• Period of Performance: 8-Years, 9-Months Contract Length

Transition Period (9 months) 1 May 20 – 31 Jan 21

Base Period (3 Years) 1 Feb 21 – 31 Jan 24

Option Years (2, 1-year options) 1 Feb 24 – 31 Jan 26

Award Terms (2, 1-year periods) 1 Feb 26 – 31 Jan 28

Option Year (1-year period) (Phase-Out) 1 Feb 28 – 31 Jan 29

Extension of Services (6 Months) 1 Feb 29 – 31 Jul 29

UNCLASSIFIED 11

TOGETHER, WE DELIVER.

Request for Proposal (RFP) Documents

SF 1449 and Clauses

Attachment 1 – Performance Work Statement

• Appendix A - Transition Phase-In Phase-Out

• Appendix B - Required Reports

• Appendix C - Transit Times

• Appendix C(i) – Transit Time Tables

• Appendix D - Non-Standard Processes

• Appendix E - Claims and Liability Rules

• Appendix F – Payment and Invoicing

• Appendix G – EPA Schedule

• Appendix H – Form Data Elements

• Appendix I – CUI Requirements Table

• Appendix J - NIST.SP.800-171 – POAM

Attachment 2 - Pricing Rate Table

Attachment 2a – Maps

Attachment 2b – Non-standard Rate Areas

Attachment 3 - Wage Determinations

Attachment 4 - Award Term Plan

Attachment 5 - Past Performance Questionnaire

Attachment 6 - Financial Information Questionnaire

Attachment 7 - RFP Offeror Information Sheet

Attachment 8 - Small Business Subcontracting Plan

Attachment 9 - Small Business Participation Commitment Document

Attachment 10 – Historical Data

Attachment 11 – BCG Non-Disclosure Agreement

UNCLASSIFIED 12

Proposal Instructions Addendum to FAR 52.212-1 – Instructions to

Offerors – Commercial Items

Proposal Evaluations FAR 52.212-2 Evaluation – Commercial Items

UNCLASSIFIED 13

Proposal Submission

Deadline 12:00 p.m. CDT, 28 Oct 2019

Offerors shall submit proposals via DoD Secure Access File Exchange (SAFE) https://safe.apps.mil/. Offerors shall request a “Drop-off Request Code” NLT 72 hours prior to proposal submission deadline by emailing Andrew McClain at andrew.s.mcclain2.civ@mail.mil and Paige Brown at paige.e.brown20.civ@mail.mil. An email from DoD SAFE will be sent with a request code authorizing offerors to Drop-Off documents.

Hard copy, facsimile, or emailed proposals WILL NOT be accepted.

https://safe.apps.mil/ mailto:andrew.s.mcclain2.civ@mail.mil mailto:paige.e.brown20.civ@mail.mil

UNCLASSIFIED 14

Proposal Overview

• Offerors shall submit their proposals in four (4) separate volumes as identified below:

– Volume I: Business Proposal

• No page limitation

– Volume II: Technical Capability Proposal

• Limited to 100 pages

– Volume III: Past Performance Proposal

• Limited to 20 pages. Page limit does not include the questionnaire or consent letters.

– Volume IV: Price Proposal

• No page limitation

UNCLASSIFIED 15

Volume I: Business Proposal

• The following completed items shall be provided in the Business Proposal:

– SF 1449, Solicitation/Contract/Order for Commercial Items

• Complete blocks 12, 17a (consistent with SAM), 17b (if applicable) and 30 a, b, and c

– FAR Clauses

• 52.209-7 Information Regarding Responsibility Matters (Oct 2018)

• 52.212-3 Offeror Representations and Certifications – Commercial Items (Oct 2018) Alternate I (Oct 2014)

• 52.222-56 Certification Regarding Trafficking in Persons Compliance Plan (Mar 2015).

– Signed copies of all solicitation amendments

– Organizational Conflict of Interest (OCI) statement

– Attachment 6, Financial Questionnaire

– Attachment 7, Offeror Information Sheet

– Attachment 11, Boston Consulting Group (BCG) Non-Disclosure Agreement

– Small Business submission requirements will be discussed next.

UNCLASSIFIED 16

Small Business Submission Requirements

Ms. Suzanne Mudd-Yarber

UNCLASSIFIED 17

Overview

• Small Business Office

• Small Business Concerns Maximum Opportunities

• Small Business Subcontracting Plan

• Types of Subcontracting Plans

• Target Subcontracting Goals

UNCLASSIFIED 18

Small Business Office

USTRANSCOM

TCAQ-SB

508 Scott Drive Scott AFB, IL 62225-5357

Website: https://www.ustranscom.mil/dbw.index.cfm

Suzanne Mudd-Yarber Maura Timmermann

Director, Small Business Programs Small Business Professional suzanne.m.muddyarber.civ@mail.mil maura.j.Timmermann.civ@mail.mil

COMM: 618-220-7929 COMM: 618-220-5968

transcom.scott.tcaq.mbx.sb@mail.mil http://www.ustranscom.mil/dbw.index.cfm mailto:suzanne.m.muddyarber.civ@mail.mil mailto:maura.j.Timmermann.civ@mail.mil mailto:transcom.scott.tcaq.mbx.sb@mail.mil

UNCLASSIFIED 19

Maximum Opportunities for Small Business Concerns

• Small Business Concerns

– Foundation of our country

• Brick and mortar

– National Interest

• Economic benefit

• Social benefit

– Good News stories

• Brag about the opportunities you are providing to the small business concerns

UNCLASSIFIED 20

Small Business Subcontracting Plan

• Small Business Subcontracting Plan

– Attachment 8 – Template

– Requirement for Other Than Small Business Concern (large business) only

– Federal Acquisition Regulation (FAR) Part 19.704(a)

• 15 elements addressed in subcontracting plan

– Address all elements otherwise it is noncompliant and offeror can be considered ineligible for award

– Incorporated as a material part of the contract

• Compliant through the entire contract period of performance

UNCLASSIFIED 21

Subcontracting Plan Types

• Four Types of Small Business Subcontracting Plans

– Defined in FAR Part 19.701 and DFARS 219.702

• Commercial Plan

• Comprehensive Subcontracting Plan

• Individual Subcontracting Plan

• Master Subcontracting Plan

UNCLASSIFIED 22

Target Subcontracting Goals

CATEGORY TARGET GOAL

Small Business 23%

Small Disadvantaged Business 5%

Women-Owned Small Business 5%

Veteran-Owned Small Business 3%

Service Disabled Veteran-Owned Small Business

3%

HUBZone Certified Small Business 3%

UNCLASSIFIED 23

SMALL BUSINESS SUBCONTRACTING PLAN EXAMPLE

$23.00 Small

Business

$5.00 Small

Disadvantaged Business

$5.00 Women- Owned Small

Business

$3.00 Service- Disable Veteran

Owned Small Business

$3.00 Veteran- Owned Small

Business

$3.00 HUBZone Certified

Small Business

GHC Contractor $100.00 Worth of Work – Subcontracts $42.00 Worth

Tier 1

GOALS MET!

CATEGORY TARGET GOAL

Small Business 23%

Small Disadvantaged Business 5%

Women-Owned Small Business 5%

Veteran-Owned Small Business 3%

Service-Disable Veteran Owned Small Business 3%

HUBZone Certified Small Business 3%

GOALS NOT MET!

$23.00 Small

Business

Large Business:

$7.00 Worth of

Work – Subcontracts $5 worth

$5.00 Women- Owned Small

Business

$3.00 Service- Disable Veteran

Owned Small Business

Large Business:

$9.00 Worth of

Work – Subcontracts $7 worth

$3.00 HUBZone Certified

Small Business

GHC Contractor $100.00 Worth of Work – Subcontracts $50.00 Worth

Tier 1

$5.00 Small

Disadvantaged Business

Tier 2

$3.00 Veteran-Owned Small Business

Large Business:

$7.00 Worth of Work – Subcontracts $3 worth

Tier 3

UNCLASSIFIED 24

Business Proposal - Evaluation Criteria

• The Offeror’s Business Proposal will be evaluated on an Acceptable/Unacceptable basis. The Government will not award to an Offeror that has an Unacceptable rating for this factor.

• In order to be rated Acceptable, the Offeror’s proposal shall conform to all requirements of the solicitation, including the Proposal Preparation Instructions under Addendum to FAR 52.212-1 and Small Business Compliance. The Offeror must be registered in System for Award Management (SAM) at the time of proposal submission.

UNCLASSIFIED 25

Volume II: Technical Capability Proposal

Mr. Andrew McClain

UNCLASSIFIED 26

Volume II: Technical Capability Proposal

• This volume shall address the Offeror’s Technical Capability approach and be demonstrated by more than a reiteration of the PWS.

– Repeating the PWS without sufficient elaboration will not be acceptable. Statements such as “the Offeror understands,” “can or will comply with all the requirements of the PWS,” or “standard procedures will be employed,” are insufficient.

– The Technical Capability Proposal shall exclude any reference to the price aspects of the proposal.

• The Offeror shall demonstrate its understanding of the work associated with the following sub-factors:

Sub-Factor 1 – Operational Approach

Sub-Factor 2 – Capacity and Subcontractor Management

Sub-Factor 3 – Transition/Volume Phase-In

Sub-Factor 4 – Information Technology (IT) Services

UNCLASSIFIED 27

Volume II: Technical Capability Proposal

Sub-Factor 1 – Operational Approach

• The Offeror shall submit a detailed operational approach (in paragraph format) which demonstrates how the Offeror will meet the PWS requirements identified below:

Personnel Administration – PWS paragraph 1.2.1, specifically:

• Workforce training program (1.2.1.2.)

Pre-Move Services – PWS paragraph 1.2.5., specifically:

• Methods for providing accurate and timely entitlement and shipment counseling (1.2.5.2.)

• Customer scheduling, including changes and communication flow throughout the move (1.2.5.1., 1.2.5.3., 1.2.5.3.1, 1.2.5.3.2, 1.2.5.3.3, and 1.2.5.3.4)

Physical Move Services – PWS paragraph 1.2.6., specifically:

• Shipment inventory methodology (1.2.6.1.)

• Meeting or improving upon the maximum transit times included in PWS, Appendix C (1.2.6.9.).

Offeror shall complete the Transit Time Spreadsheet File embedded in PWS, Appendix C.

Post-Move Services – PWS paragraph 1.2.7., specifically:

• Claims adjudication, customer payout options, and how transfer of claims to the Military Claims Office (MCO) will be minimized (1.2.7.2.1., 1.2.7.2.2, 1.2.7.2.3, and 1.2.7.2.4)

UNCLASSIFIED 28

Volume II: Technical Capability Proposal

Sub-Factor 2 – Capacity and Subcontractor Management

• The Offeror shall submit a detailed Capacity and Subcontractor Management Plan (in paragraph format) which demonstrates how the Offeror will manage capacity and subcontractors throughout contract performance. The Offeror’s Capacity and Subcontractor Management Plan shall take into consideration the historical data provided in Attachment 10, identifying and describing the following areas in relation to the GHC requirement:

Offeror’s approach to secure capacity to manage the Government’s global HHG relocation services requirements (pre-move and physical move) during peak and non-peak seasons.

Offeror’s approach to solicit requirements to subcontractors (if applicable) and the selection criteria for award during peak and non-peak seasons.

Offeror’s approach to manage subcontractor performance, to include potential corrective actions.

Offeror’s approach to solicit small business participation to meet or exceed the combined Tier 1, Tier 2 and Tier 3 requirements identified in PWS paragraph 1.2.1.2.2. Offeror shall also submit a completed Small Business Participation Commitment Document (Attachment 9).

UNCLASSIFIED 29

$20.00 Small Business

Large Business:

$10.00 Worth of Work – Subcontracts $5 worth

Small Business:

$15.00 Worth of Work – Does $5.00

Worth of Work - Subcontracts $10 worth

GHC Contractor $100.00 Worth of Work – Subcontracts $60.00 Worth

Tier 1

$5.00 Small Business

Tier 2

$8.00 Small Business

Large Business:

$10.00 Worth of Work – Subcontracts $8 worth

Tier 3

Large Business:

$15.00 Worth of Work – Subcontracts $10 worth

Large Business:

$10 Worth of Work – Subcontracts

$5 worth

$3.00 Small Business

Small Business:

$5.00 Worth of Work – Does $2.00 Worth of Work - Subcontracts $3 worth

Tier 4

PWS 1.2.1.2.2. SMALL BUSINESS REQUIREMENT EXAMPLE

• Minimum of 40% of the total acquisition value of the domestic work shall be subcontracted to Tier 1, Tier 2, and Tier 3 small business concerns

• Only the amount not further subcontracted down can be applied and reported at each tier % Subcontracted to Tier 1, Tier 2, and Tier 3 Small Business Concerns = 40%

REQUIREMENT MET!

UNCLASSIFIED 30

Volume II: Technical Capability Proposal

Sub-Factor 3 – Transition/Volume Phase-In

• The Offeror shall submit a detailed Transition/Volume Phase-In Plan (in paragraph format) which demonstrates how the Offeror will accomplish transition requirements. The Offeror’s Transition/Volume Phase-In Plan shall take into consideration the parameters provided in PWS paragraph 1.2.9 and Appendix A, identifying and describing the following areas in relation to the GHC requirement:

Transition Period: Offeror’s approach to meet the required implementation and transition for establishment of successful IT system connections between the Offeror’s IT system and the Government’s system, to include proposed interface endpoints, protocols, transport, and payloads, and any other requirements such as training, cyber security, etc.

Volume Phase-In Period: Offeror’s approach and associated timelines to be fully operational for complete global HHG relocation services for each of the service areas identified in RFP, Attachment 2, Pricing Rate Table.

UNCLASSIFIED 31

Volume II: Technical Capability Proposal

Sub-Factor 4 – Information Technology (IT) Services (1 of 2)

a. Secure access (1.2.2.)

b. Ease of use (1.2.2.)

c. Mobile application / access (1.2.2.)

d. Simple and complex query capabilities (1.2.2.2.)

e. Data manipulation and output capabilities (1.2.2.2.)

f. Management and performance reporting

(PWS 1.2.2.)

g. Track and trace shipments (Shipment Visibility) (1.2.2.3.)

h. Claims management and reporting (1.2.2.5)

i. Ability to upload attachments (1.2.2.)

j. Ability to meet system performance, availability, and surge (peak season) utilization requirements (1.2.2.)

• The Offeror shall submit their technical approach to meet the web-based, mobile access requirements in accordance with PWS paragraph 1.2.2., addressing the following areas in detail:

UNCLASSIFIED 32

Volume II: Technical Capability Proposal

Sub-Factor 4 – Information Technology (IT) Services (2 of 2)

The Offeror shall also provide a functional/operational design diagram of the IT system capabilities, including screen-shots/mock-ups and procedures for the following queries: shipping module, storage module, scheduling module, counseling module, claims module, and ITV. The diagram shall also address computing capacity scalability/elasticity, integration, Application Program Interfaces, protocols, payload schemas, and proposed integrations and system functions mapped to the operational activities necessary to complete all primary functions of the business.

Technical Capability (Oral Presentations/Demonstrations). After establishment of competitive range, those Offerors remaining in the competition will be contacted and given an opportunity to demonstrate IT and mobile capabilities to illustrate and amplify those narrated in the written proposal.

Oral presentations will be used to augment Offeror's written technical proposal for Sub-Factor 4, IT Services/Management and will be subject to the same evaluation criteria as the technical capability subfactor Information Technology/Management used for the written proposal.

Oral presentations will give Offerors an opportunity to present a relocation use-case from notification of a move to delivery and claims settlement, through the offeror’s commercial system(s), within the context of the Government’s requirements. Demonstration from the Offeror's production, test, or training system is preferred over slides only.

UNCLASSIFIED 33

Technical Capability - Evaluation Criteria (1 of 2)

Offerors will be given a Technical Rating for each of the Technical Capability sub-factors taking into consideration the Offeror’s approach and understanding of the requirements and an assessment of the strengths, weaknesses, significant weaknesses, and deficiencies of the proposal.

The Technical Capability sub-factors are listed in no specific order and are considered equally important.

UNCLASSIFIED 34

Technical Capability - Evaluation Criteria (2 of 2)

Did the Offeror’s plan demonstrate how they will meet the requirements cited in the applicable paragraphs of Volume II Addendum to

FAR 52.212-1?

Following assignment of the Technical Rating, a Risk Rating will be assigned for each of the Technical Capability sub-factors. Assessment of technical risk, which is manifested by the identification of weakness(es) and significant weaknesses, considers potential for disruption of schedule, degradation of performance, the need for increased Government oversight, or the likelihood of unsuccessful contract performance.

UNCLASSIFIED 35

Volume III – Past Performance Proposal

Ms. Lynda Lang

UNCLASSIFIED 36

The Contracting Officer will not accept PPQs submitted by the Offeror!

Volume III: Past Performance Proposal

• Past Performance References The Offeror shall submit no more than 3 Offeror (Contractor, Joint Venture) past performance references and no more than 9 subcontractor past performance references for services provided within the previous three calendar years similar in nature to the services described in this solicitation

Past Performance Questionnaire (PPQ). Offerors shall complete Section 1 of the PPQ (Attachment

5) and send to each of the references included in the proposal. The PPQ shall be completed by the cognizant Contracting Officer/Agency the Offeror contracted with and emailed directly to andrew.s.mcclain2.civ@mail.mil and paige.e.brown20.civ@mail.mil NLT 14 October 2019.

• Small Business Past Performance Offerors shall submit past performance documentation demonstrating the Offeror’s ability to meet small business goals under contracts for which a subcontracting plan was required within the previous three calendar years.

• Subcontractor Consent (if applicable) Offerors shall provide a letter from any and all proposed subcontractor(s) consenting to the release of their past performance information to the Offeror.

UNCLASSIFIED 37

Past Performance - Evaluation Criteria

Ongoing or performed within three calendar years of proposal submission.Recency

Relevancy

Overall Past Performance

The Government will evaluate each Offeror’s past performance information using questionnaires and performance information independently obtained from

Government or commercial sources.

UNCLASSIFIED 38

Volume IV – Price Proposal

Ms. Paige Brown

UNCLASSIFIED 39

Pricing Rate Table Enables Three Key Actions

Carriers provide detailed proposed prices across a number of domestic and international pricing components

Pricing Rate Table contains estimated quantities to help offerors project capacity needs and prices in a detailed manner

Proposal evaluation process uses the proposed prices and estimated quantities to determine fair and reasonable as well as balanced pricing

Input Proposed Prices View

Estimated Quantities Calculate Total

Evaluative Price

UNCLASSIFIED 40

GHC High-Level Pricing Structure

Component Domestic (CONUS to CONUS)

International ((O)CONUS to (O)CONUS)

Lane Structure 226 domestic origin service areas

3 service schedules 105 standard rate areas (incl. domestic)

15 non-standard rate areas

Overall Pricing Structure Prices broken out into key components

(e.g., linehaul, packing, storage in transit (SIT)) Prices broken out into key components

(e.g., linehaul, packing, SIT)

Management Fee Separate Management and Counseling Fees Separate Management and Counseling Fees

Linehaul Per cwt per mile

(for specific weight and mileage bands) (based on 226 service areas)

Per cwt (based on 105 int'l locations)

(Un)Packing Per cwt (based on 3 service schedules)

Per cwt (based on 105 int'l locations)

Storage In Transit Per cwt (based on 226 service areas)

Per cwt (based on 105 int'l locations)

Accessorials Mixed

(e.g., crating is by cubic feet) (based on 3 service schedules)

Mixed (e.g., crating is by cubic feet)

(based on OCONUS and CONUS)

UNCLASSIFIED 41

Pricing Template Structure (5 Sections)

Information Domestic Price Tabs

International Price Tabs

Other Price Tabs Data & TEP calculations

Instructions and information on the Pricing Rate Table, including how weights, mileages, and peak vs non-peak seasons are defined

Guide to Pricing Rate Table Submission Checklist

(1a) Directions (1b) Service Areas

Pricing Rate Table for offerors to fill in all proposed prices for domestic shipping, including linehaul rates and origin / destination service prices

(2a) Dom Linehaul Prices (2b) Dom Service Area Prices

(2c) Other Dom Prices

Requires Offeror Inputs

Pricing Rate Table for offerors to fill in all proposed prices for international shipping, including HHG and UB rates, SIT services, and shipments to non-standard locations

(3a-c) (O)CONUS to (O)CONUS (3d) Other Int'l Prices

(3e) NSRA Prices

Requires Offeror Inputs

Sections for offerors to input proposed prices for over-arching components (e.g., management services, annual discounts)

(4a) Mgmt & Counseling (5a) Accessorials & Add'l Prices (5b) Price Escalation Discount

Requires Offeror Inputs

Contains estimated quantities to calculate total price, and projects price per contract year based off proposed prices, price escalations, and those estimated quantities

Move Count & Calculations Tabs

UNCLASSIFIED 42

Section 1 | Information

This section is divided into 4 tabs and provides information on all pricing components included in the TEP and directions for filling out the price proposal

Information

Instructions and information on the Pricing Rate Table, including how weights, mileages, and peak vs non-peak seasons are defined

Tabs Description

Guide to Pricing Rate Table

• Provides similar background on the five sections of the RFP

• Provides definitions to commonly used acronyms

Submission Checklist • Allows offeror to track completion of each individual price sheet

Directions

• Instructions and requirements crucial to the pricing structure process (e.g., services are included in each price, dates for (non)-peak seasons)

• Details of how prices are calculated for each element in the price sheets

Service Areas

• Origins and destinations for shipments included in the TEP

• List of all domestic Zip3s and their mapping to 226 service areas

• List of all standard and non-standard international rate areas (additional information and maps are located in RFP Attachment 2a/b)

1a

1b

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Section 2 | Domestic Pricing

The domestic pricing section is divided into 3 tabs containing each price element in domestic shipping

Domestic Prices

Tabs for offerors to fill in all proposed prices for domestic shipping, including linehaul rates and origin / destination service prices

Requires offeror inputs

Tabs Description

Linehaul Prices

• Linehaul rates are proposed for each origin service area (226), mileage band (10 bands), and weight band (3 bands)

• There are 10 mileage bands from 0 – 4000+ miles

• There are 3 weight bands: 500-5,000 lbs, 5,000-10,000 lbs, 10,000+ lbs

• Linehaul proposed prices are entered per cwt per mile

Service Area Prices

• All other prices related to service area (e.g., O/D service charges)

• Shorthaul is proposed per cwt per mile

• O/D and SIT prices are proposed per cwt

Other Domestic Prices

• This sheet houses proposed prices for packing / unpacking and SIT pickup / delivery services – all proposed as per cwt – and based on service schedule

• Unless a service or accessorial is broken out and priced separately somewhere in the Pricing Rate Table, all services and accessorials are considered included in the total cost of the move

2a

2b

2c

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Domestic Shipment Example

• Details:

– 40 cwt

– Originating in Birmingham, AL

– Non-peak season

– Being shipped 1,000 miles

– Per cwt per mile price of $0.01

• 40 cwt x 1,000 miles x $0.01 per cwt per mile = $400.00

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Section 3 | International Pricing

The international pricing section is divided into 5 tabs containing each price element in international shipping

International Prices

Tabs for offerors to fill in all proposed prices for international shipping, including HHG and UB rates, SIT services, and shipments to non-standard locations

Requires offeror inputs

Tabs Description

(O)CONUS

to

(O)CONUS

Prices

• International linehaul prices (HHG and UB) are based on country to country O/D pairs – and proposed per cwt

• There are 105 origins / destinations (incl. domestic locations)

Other International

Prices

• Includes all other prices related to international moves (e.g., packing)

• Packing and unpacking are proposed per cwt

• All SIT prices are also proposed per cwt

Non-Standard Rate Area Prices

• All areas which are not covered using standard rate areas will be covered by our "non-standard rate areas" pricing for large O/D regions

• There are 15 non-standard rate areas which are priced the same as standard rate areas – on a per cwt basis

3b

3d

3e

3a

3c

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Section 4 | Other Prices Section (1 of 2)

This pricing section is divided into 3 tabs containing all other price elements included in the RFP

Other Prices

Sections for offerors to input proposed prices for over-arching components (e.g., management services, annual discounts)

Requires offeror inputs

Tabs Description

Management, Counseling, and Transition Prices

• Management and counseling fees are proposed on a per task order basis

• Price are proposed for each year and are the same across all moves

• Transition price is input here

Accessorial and Additional Prices

• There are 5 accessorial prices proposed in this sheet

– Crating and uncrating – per cubic ft basis (CONUS + OCONUS)

– Shuttle service - per cwt basis (CONUS + OCONUS)

– Mobile homes – factor-based on linehaul (CONUS)

– Boats (tow / haul away) – factor-based on linehaul (CONUS + OCONUS)

– NTS packing – factor-based on packing (CONUS + OCONUS)

• All other service costs not identified in this template shall be covered in the overall price of the move

Price Escalation Discounts

• IHS Markit Pricing and Purchasing Industry Forecasting is used to adjust rates in out years

• Offerors are also encouraged to bid discounts off of these yearly government-set price escalations

4a

5a

5b

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Section 4 | Other Prices Section (2 of 2)

• In order to protect the Contractor and Government against significant market fluctuations, an Annual Price Adjustment will be done using IHS Markit Pricing and Purchasing Industry Forecasting

• Price escalation rates detailed in tab 5b – Price Escalation Discounts are forecasted. Price escalation rates will be updated to reflect the current IHS Markit Pricing and Purchasing Industry Forecasting rates at the time they are applied

• Price escalation rates are weighted for each category as follows: Specialized Freight Trucking (62%) (less fuel), Deep Sea Foreign Transportation of Freight (22%), and Warehousing and Storage (16%)

• All domestic portions of a move are subject to a Fuel Rate Adjustment that is accounted for outside of the Annual Price Adjustment

• Offerors may propose discounts off the Government-set price escalation rates using tab 5b

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Section 5 | Data and Calculations Section

The domestic and international price calculation sections autofill projected prices for each contract year based on proposed prices and estimated quantities

Data & TEP calculations

Contains estimated quantities to calculate total price, and projects price per contract year based off proposed prices, price escalations, and those estimated quantities

Tabs Description

Estimated Quantities

• There are a number of tabs (e.g., domestic move counts) which provide detailed estimated quantities

• Use this information to help drive a more refined price proposal

Calculations

• Prices are auto-calculated for all domestic and international price components included in the TEP (e.g., linehaul, (un)packing, shuttle service)

• These tabs reference inputs from offeror price sheets and estimated quantities

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Price - Evaluation Criteria

• Price will be considered in determining the best value Offeror. Price will be evaluated for completeness; however, price will not be rated.

• In order to be considered for award, the TEP must be determined fair and reasonable. Prices not included in the TEP, as identified in Attachment 2, Pricing Rate Table, will be evaluated for fair and reasonableness.

• The Offeror’s proposed pricing will be evaluated using one or more of the techniques set forth in FAR 15.404-1(b)(2) to determine prices fair and reasonable. Proposed pricing will also be evaluated to determine that all prices are complete (a proposed price has been entered in all cells with a light blue background in Attachment 2, Pricing Rate Table).

• The Government may determine a price proposal is unacceptable if the prices proposed are materially unbalanced. Unbalanced pricing exists when, despite a fair and reasonable TEP, the price of one or more line items is significantly overstated or understated and poses an unacceptable risk to the Government.

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Source Selection Process Flow

Proposal Submission

Initial Evaluations

Competitive Range Determination

Discussions

Request Final Proposal Revisions

Evaluate Final Proposal Revisions

Best Value Decision

Contract Award

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Evaluation Process Overview (FAR 52.212-2)

• The Government intends to award a single IDIQ contract after conducting discussions with Offerors whose proposals have been determined to be within the competitive range.

The CO may limit the number of proposals in the competitive range to the greatest number that will permit an efficient competition among the most highly rated proposals. Therefore, the Offeror’s initial proposal should contain the Offeror’s best terms from a price and technical standpoint.

• To receive award, the Offeror must (1) be deemed responsible IAW FAR Part 9, (2) conform to all required terms and conditions, and (3) represent a best value to the Government, price and other factors considered.

• Subjective tradeoff procedures will be utilized in accordance with FAR 15.101-1 and DoD Source Selection Procedures.

Relative order of importance: Offeror’s Technical Capability will be evaluated on a basis approximately equal to price.

• This may result in an award to a higher rated, higher priced Offeror, where the decision is consistent with the evaluation factors and the Source Selection Authority (SSA) reasonably determines that the superior technical capability of the higher priced Offeror outweighs the cost difference.

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Questions

• E-mail Subject: Solicitation HTC711-19-R-R004

• To: andrew.s.mcclain2.civ@mail.mil paige.e.brown20.civ@mail.mil

Reference: Section_____, Page_____, Paragraph ___, (or Figure___).

Question:________________________________________________

All requests must be made in writing via e-mail to the above addresses. No information concerning this solicitation or requests for clarification will be provided in response to Offeror-initiated telephone calls. Written questions will be answered in writing and provided to all Offerors via www.fbo.gov. Due to the time required to research a question and provide an answer, questions received less than 15 calendar days prior to the due date of offers specified in this solicitation may not be answered.

mailto:andrew.s.mcclain2.civ@mail.mil mailto:paige.e.brown20.civ@mail.mil http://www.fbo.gov/

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Acquisition Milestones

Contract Action Est Completion Dates

Issue Solicitation 13 Sep 2019

Receive Proposals/Initiate Source Selection Process 28 Oct 2019

Enter Discussions 3 Jan 2020

Request Final Proposal Revisions 24 Feb 2020

Award Contract 15 Apr 2020

Post-Award Conference 21 Apr 2020

Transition 1 May 2020 – 31 Jan 2021

Performance Start 1 Feb 2021

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QUESTIONS?

File details come from the government source that posted it. Updated .