EVS_Preproposal_Webinar_-Solicitaton_ID15170001_.pdf

U.S. General Services Administration

Entity Validation Services ITSS Solicitation #: ID15170001

Pre-proposal Webinar

September 10, 2018

Malissa Jones Program Manager, GSA, FAS, IAE

Julie Green Contracting Officer, GSA, FAS, Region 5

Disclaimer

➢ The slides in the presentation are for information purposes only. The RFP should be read in its entirety to ensure complete understanding.

➢ Neither this presentation or any verbal remarks shall be binding.

➢ Amendments to the RFP shall be binding.

Agenda

Speaker Subject

Malissa Jones Program Manager

Introduction and Opening Statement, Organization Vision, Procurement Objectives, and Technical Overview

Julie Green Contracting Officer

Overview, Proposal Submittal Requirements, Evaluation, Key Dates, and Closing Remarks

Introduction and Opening Statement

➢ The General Services Administration (GSA) has released a Request for Proposal (RFP) for governmentwide entity validation services.

➢ RFP issued 8/31/2018 on FBO.gov and is available at:

https://www.fbo.gov/notices/4bd80d217136dc64788aa3 4857948f64 or by searching the ITSS ID#

ID15170001.

https://www.fbo.gov/notices/4bd80d217136dc64788aa34857948f64 https://www.fbo.gov/notices/4bd80d217136dc64788aa34857948f64

Integrated Award Environment (IAE)/System for Award Management (SAM) Mission

Support a common, secure business environment which facilitates and supports cost-effective acquisition of, and payment for, goods and services; effective management of federal acquisition and assistance awards; and consistent transparency into federal acquisition and assistance awards.

Procurement Objective

The purpose of this procurement is to obtain the necessary contractor support to perform Entity Validation Services for the express purpose of protecting the integrity of the taxpayer's dollars throughout the federal award process and to enable the GSA Office of Integrated Award Environment to fulfill its mission.

Entity Information

The following diagram depicts how entity information is used throughout the federal award process:

Unique Entity Identifier (UEI)

➢ A numeric or alpha-numeric identifier used to identify a specific commercial, nonprofit, or government entity.

➢ The government requires a public facing UEI for both domestic and international entities be available for use in government-wide systems.

➢ Unique entity identifier (UEI) is necessary in SAM to identify:

○ newly registering entities;

○ entities updating their registration;

○ all existing active entity registrations, and active entity exclusions

Unique Entity Identifier (UEI)

➢ The UEI in the System for Award Management (SAM) is currently the Data Universal Number System (DUNS®) number with which entities register.

➢ The government will be transitioning away from the DUNS numbering system to a new government owned unique entity identifier (UEI)- the SAM Managed Identifier (SAMMI).

➢ The new SAM Managed Identifier (SAMMI), will be used within SAM and the Integrated Award Environment (IAE) as a primary key to identity every existing and new entity within SAM.gov.

➢ Offerors shall describe in it’s proposal how it will map to the government's identifier, the SAMMI.

Business Objectives

➢ A method to determine entity uniqueness, which could include the assignment and/or use of a contractor unique entity identifier in perpetuity, validation of certain entity data, and associated services

○ The determination of uniqueness will be based on data elements sent from SAM to the contractor.

○ The contractor will pass back its UEI for the entity that will map to the

SAM managed identifier (SAMMI).

○ The contractor’s UEI will remain indefinitely within SAM’s database for mapping and auditing purposes, but will not be published or displayed within SAM.

○ The contractor shall clearly identify what data elements are necessary for it to determine uniqueness and map its contractor UEI to the SAMMI.

Business Objectives (Con’t)

➢ Validation of information about an entity to aid awarding officials in making responsibility determination in regards to a prospective awardee

➢ A method to determine the hierarchy and family tree of an entity

➢ A method to determine relevant information about an entity that is being excluded from doing business with the government

➢ Help desk support for entities in ensuring their core data validates in SAM to register to do business with the government

➢ Proper information assurance policies and processes are in place to ensure any sensitive information or PII is not improperly disclosed

➢ Contractor’s methods and sources for validating entity data and determining uniqueness is independent of federal government systems utilized by IAE and SAM

Technical Objectives

➢ Data transmission is done in real-time for all uniqueness and validation services

➢ All data is sent in machine readable formats and does not require the government to build custom parsers

➢ Contractor meets GSA and IAE application platform security requirements for system access to SAM where needed for authenticated activities

➢ All data is encrypted in transmission and at rest

➢ Meet Service Level Agreement (SLA) standards/metrics, see

Section J – Attachment 2.

Primary Performance Objectives

➢ Objective 1- Method to determine entity uniqueness and confirmation that the entity is unique

➢ Objective 2- Validate information about the entity and provide additional information on entity

➢ Objective 3- Identify Entity Organizational Relationships

➢ Objective 4 - Customer support capabilities (including entity updates), for U.S. and non-U.S. located entities

➢ Objective 5- Transition

➢ Objective 6 - Technical Interfaces

➢ Objective 7 - Data Sourcing and Handling

RFP/Award Overview

The government intends to:

➢ Evaluate and award without discussions to a single firm offering the best value.

➢ Award combination firm fixed price/time and materials contract.

➢ Contract for a five year term; that includes a one-year base period and four one-year option periods.

Section B - Supplies or Services and Prices/Costs

➢ This is a combination FFP/T&M Contract.

➢ The Schedule of Items/Services and Prices shall be fully burdened and be inclusive of all costs associated with each item.

➢ Schedule of Items/Services and Prices (referenced in Section B) and included as Attachment J-1.

➢ Transition-in period will be 12 months.

Section K - Representations, Certifications, and Other Statements of Bidders

➢ K.5 52.212-3 Offeror Representations and Certifications - Commercial Items - Offer shall complete only paragraph

(b) if Offeror has completed annual Reps and Certs.

➢ K. 6 Representations of Limited Rights Data and Restricted Computer Software

➢ K.7 Organizational Conflict of Interest Statement (Ref I.4)

Proposal Contents - General

Section L.7 Proposal Preparation - General Instructions -proposal shall:

➢ demonstrate its ability to perform and show “how”

➢ be clear and concise

➢ include all assumptions

➢ be free of extraneous material

➢ include a statement that offeror agrees with all terms and conditions, and provisions included in the solicitation.

Proposal Contents - 3 Parts

Sections L.8 and L.9 - Proposals shall be submitted in 3 Parts.

➢ Part 1 - Demonstration of Technical Capability

• Attachment J - 2 Service Level Agreement

➢ Part 2 - Past Performance

• Attachment J - 5 Past Performance Questionnaire

➢ Part 3 - Price Proposal

• Attachment J - 1 Schedule of Items/Services and Prices

• Attachment J - 6 Model Subcontracting Plan Template

Proposal Format and Restrictions

Section L.9:

➢ Page Margin, Font and Spacing

➢ Page Limitations •Part 1 - Technical Proposal is limited to 30 single-sided pages.

• Page Exceptions •Note individual document specific page limits as indicated.

Proposal Submission L.11

➢Offerors must register and submit proposal in ASSIST prior to the due date for Government receipt of proposals.

➢ Intention to Quote

• Once registered in ASSIST, offerors intending to quote must contact the CO and provide the company name and contact person as it appears in the GSA ASSIST registration. This step is necessary to activate the ASSIST RFQ screen in the name of your company so your quote can be submitted.

• Email julie.green@gsa.gov mailto:julie.green@gsa.gov

5 Step Evaluation Process

Section M:

➢ Step 1 - Evaluation of Technical Capability

➢ Step 2 - Past/Present Performance

➢ Step 3 - Non-Price Factor - Level of Confidence Score

➢ Step 4 - Price/Rate

➢ Step 5 - Non-Price Factor - Price Trade-off, Best Value

Selection

Evaluation Elements/Factors

Section M:

➢ Pass/Fail Elements

➢ Factor 1 - Operational Capability Demonstration (OCD)

➢ Factor 2 - Technical Approach

➢ Factor 3 - Management Approach

➢ Factor 4 - Past Performance

➢ Price

Key Dates

➢ Submit questions through 9/19/2018 to:

entityvalidation@gsa.gov

○ Answers to questions will be presented in the form of an amendment(s) to the RFP and posted on FBO.gov.

○ Amendments shall be binding.

➢ RFP Closes 10/1/2018 at 4:00 PM, Central

After RFP Closes:

➢ Operational Capability Demonstrations (OCDs)

➢ Government evaluations October and November 2018

➢ Award December 2018 mailto:entityvalidation@gsa.gov

Closing Remarks

For more information about the Entity Validation Services RFP and Frequently Asked Questions:

➢ Visit Interact.gsa.gov and join the Integrated Award Environment Industry Community

Please monitor FedBizOpps on FBO.gov for any amendments) to the RFP and other updates.