LPTA Brand Name Evaluation Criteria 1167871.docx

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Annual Monthly PM Services for BLDG Automation Services with 4 Option Years
Solicitation number
1232SA26Q0420
Issued by

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This document is a sample evaluation criteria template for a Lowest Price Technically Acceptable (LPTA) brand name procurement. It establishes the framework for evaluating quotations for the USDA's Annual Monthly Preventive Maintenance Service for Building Automation System (Solicitation 1232SA26Q0420), issued by the Department of Agriculture Agricultural Research Service. The requirement is for a Metasys Building Automation System (BAS) manufactured by Johnson Controls, Inc., procured on a brand name basis only.

Evaluation will be conducted in three sequential categories under the LPTA methodology: (1) Price, which encompasses quantity discounts and prompt payment incentives for the base period, all option periods, and a potential six-month extension period per FAR 52.217-8, with fair and reasonableness determination required; (2) Technical Acceptability, which requires quotations to offer the exact specified brand, make, and model from the OEM or OEM-approved source, be new (not refurbished), include manufacturer documentation, and meet delivery requirements—alternate or equal products will be rejected; and (3) Past Performance, rated as Acceptable (demonstrated ability to meet requirements), Neutral (no prior record), or Unacceptable (documented failure to meet requirements). Award strategy specifies that only the lowest-priced offer receives technical evaluation; if it fails technical or past performance review, evaluation proceeds to the next lowest-priced offer until identifying the lowest-priced, technically acceptable quotation with acceptable or neutral past performance.

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Sample Evaluation Criteria when using LPTA for a Brand Name Procurement

Evaluation Criteria The provision at FAR 52.212-2, Evaluation—Commercial Products and Commercial Services is not applicable to this solicitation. In lieu of this provision, quotes will be evaluated in accordance with FAR 12.203 based on the criteria listed below. Award will be made to the offeror representing the best value to the Government.

Price: Any quantity price discounts and discounts for prompt payment should be included in this section. Total price evaluation will be for the base period, all option periods and in accordance with FAR 52.217-8, up to a six-month extension period. Failure to propose pricing for the base period and all option periods on individual line items may result in a quotation being excluded from further consideration. The offeror’s quotation will be evaluated in accordance with FAR 12.204, to determine if it is fair and reasonable.

For purposes of evaluation, the potential need to exercise the option under FAR 52.217-8 to extend a period of performance for a maximum period of six (6) months beyond any period of performance will be considered the same for all offerors. The Government will consider that if the extension of service clause (FAR 52.217-8) is exercised, it will be on the exact same rates and terms, other than length of performance, as the period of performance being extended. For purposes of evaluation only, the Government will use the rates specified in the last option period and add the cost of six months to the prices proposed for the base period and all option periods to determine total evaluated price of the contract. The Government will determine whether the price, including the options available under FAR 52.217-8, is fair and reasonable.

Technical Acceptability: The United States Department of Agriculture (USDA) requires the following items on a brand name basis.

Item
Part Number
Nomenclature
Manufacturer
Metasys Building Automation System (BAS)
Johnson Control, Inc

Technical Acceptability will be evaluated to determine an overall rating of “acceptable” or “unacceptable”. Technical Acceptability will be evaluated on the ability of the offeror to provide new manufactured commercial items from the Original Equipment Manufacturer (OEM) or an OEM approved source. To be considered technically acceptable, the quoted product must:

1. Be the exact brand name, make, and model number specified in the solicitation.

2. Include sufficient documentation (e.g., manufacturer quote, datasheet, or product listing) to confirm the product offered is the exact item requested.

3. Be new (not refurbished or remanufactured) and meet all delivery requirements stated in the solicitation.

Quotations offering alternate, substitute, or “equal” products will not be considered and will be deemed technically unacceptable.

Only quotations determined to be technically acceptable will be considered for award.

Past Performance: The Government may utilize any references provided by the Contractor, along with information available from past contracts/orders with the USDA and any information found using sources such as Federal Government sources or the Contractor Performance Assessment Reporting System (CPARS) to determine if the Contractor has acceptable or neutral Past Performance. Past Performance will be evaluated using the following rating system:

· Acceptable: The contractor shows a demonstrated ability to meet contract requirements in prior or current contracts, including quality of work, timeliness, cost control, business relations, and adherence to contract terms.

· Neutral: Offeror does not have a past performance record.

· Unacceptable: The contractor has a documented history of failing to meet contract requirements, including poor quality, missed deadlines, cost overruns, lack of responsiveness, or unethical behavior.

Evaluation Method:

Only the lowest priced offer will be evaluated for Technical Capability. Should the lowest priced offer not receive an acceptable technical or past performance rating, the process will continue in order of lowest priced offer until the lowest priced, technically acceptable offer with acceptable or neutral past performance is identified.

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