Solicitation_N00244-19-Q-0114_-Final.pdf

This is a COMBINED SYNOPSIS/SOLICITATION for commercial items prepared in accordance with the format in Subpart 12.6 as supplemented with additional information included in this notice. FAR 12 and 13.5 are utilized for the procurement of the required Retirement Training Services. This announcement constitutes the only solicitation; quotations are being requested and a written solicitation will not be issued. PAPER COPIES OF THIS

SOLICITATION WILL NOT BE AVAILABLE. The solicitation is issued as a Request for Quotation (RFQ). This combined synopsis/solicitation shall be posted on Navy E-commerce Online (NECO) at http://www.neco.navy.mil and Federal Business Opportunities (FedBizOpps) at https://www.fbo.gov/. The RFQ/ number is N00244-19-Q-

0114.

This RFQ incorporates provisions and clauses in effect through Federal Acquisition Circular (FAC) 2019-01 effective 20 Dec 2018 and DFARS DPN 20180928 effective 26 Oct 2018. It is the responsibility of the Contractor to be familiar with the applicable clauses and provisions. The clauses may be accessed in full text at the following address: http://www.acq.osd.mil/dpap/dfars/index.htm. The applicable NAICS code is 611699 and the Small

Business Standard is $11.0M. The proposed contract action is 100% set aside for small business concerns and only qualified vendors may submit quotes.

The Naval Supply Systems Command (NAVSUP) Fleet Logistics Center San Diego (FLCSD) requests responses from qualified sources capable of fulfilling the requirement based on the provided PWS. It is the contractor’s responsibility to obtain and review all documents associated with this RFP/solicitation. Quotations that do not include sufficient information, data, and complete responses as prescribed in this notice may be determined unacceptable and may not be considered for award. Submission of a quotation represents that the required items adhere to all factors listed in this RFP/solicitation. The Government anticipates awarding a firm-fixed price (FFP) contract.

Primary training period of performance (POP) as per PWS; service is a base year period and four (4) one year options that will be specified upon award completion. Training will be conducted in four locations:

Upon award of the contract, the customer may provide a tentative proposed schedule and will be confirmed with the Contractor no later than 30 days prior to the commencement of the first class session.

List of Contract Line Item Number(s)/CLIN STRUCTURE:

CLIN Description Unit of

Issue Qty. Unit Price (U.P.)

0001 FERS Retirement Training, NAS North Island, CA-Base Year Each 9 TBD

Location: FERS/CSRS Training

FRCSW NASNI, San Diego, CA 92135 (9)FERS, (3) CSRS Classes

NAS, Whidbey Island, Oak Harbor, WA 98278 (1)FERS Class

NAS, Lemoore, CA 93246 (1)FERS Class

MCAS, Kaneohe Bay, HI 96744 (1)FERS Class http://www.neco.navy.mil/ https://www.fbo.gov/ http://www.acq.osd.mil/dpap/dfars/index.htm

0002 CSRS Retirement Training, NAS North Island, CA-Base Year Each 3 TBD

0003 FERS NAS, Whidbey Island, Oak Harbor, WA Each 1 TBD

0004 FERS NAS, Lemoore, CA Each 1 TBD

0005 FERS MCAS, Kaneohe Bay, HI Each 1 TBD

1001 FERS Retirement Training, NAS North Island, CA-Base Year Each 9 TBD

1002 CSRS Retirement Training, NAS North Island, CA-Base Year Each 3 TBD

1003 FERS NAS, Whidbey Island, Oak Harbor, WA Each 1 TBD

1004 FERS NAS, Lemoore, CA Each 1 TBD

1005 FERS MCAS, Kaneohe Bay, HI Each 1 TBD

2001 FERS Retirement Training, NAS North Island, CA-Base Year Each 9 TBD

2002 CSRS Retirement Training, NAS North Island, CA-Base Year Each 3 TBD

2003 FERS NAS, Whidbey Island, Oak Harbor, WA Each 1 TBD

2004 FERS NAS, Lemoore, CA Each 1 TBD

2005 FERS MCAS, Kaneohe Bay, HI Each 1 TBD

3001 FERS Retirement Training, NAS North Island, CA-Base Year Each 9 TBD

3002 CSRS Retirement Training, NAS North Island, CA-Base Year Each 3 TBD

3003 FERS NAS, Whidbey Island, Oak Harbor, WA Each 1 TBD

3004 FERS NAS, Lemoore, CA Each 1 TBD

3005 FERS MCAS, Kaneohe Bay, HI Each 1 TBD

4001 FERS Retirement Training, NAS North Island, CA-Base Year Each 9 TBD

4002 CSRS Retirement Training, NAS North Island, CA-Base Year Each 3 TBD

4003 FERS NAS, Whidbey Island, Oak Harbor, WA Each 1 TBD

4004 FERS NAS, Lemoore, CA Each 1 TBD

4005 FERS MCAS, Kaneohe Bay, HI Each 1 TBD

Performance and Acceptance Locations:

FRCSW NASNI, San Diego CA: The Visitor Center (Building 680), is located near the Main Gate to Naval

Base Coronado (NBC), NAS North Island, San Diego, CA. The instructor will go to the FRCSW Quarterdeck, located in Building 94.

NAS Lemoore, CA: The instructor will check in at the main gate. Once the instructor has received the base pass, they will proceed to Bldg. 180.

FRCSW Aircraft Services

NAS Lemoore CA 93246

NASWI Whidbey Island, WA: The instructor will report to security in Bldg. 2547.

1080 W. Lexington

Oak Harbor WA 98278

MCAS Kaneohe Bay, HI: The instructor will go to the Visitor Center located at the front gate. After receipt of the base pass, the instructor will report to Hangar 104.

MCBH, Kaneohe Bay

Kaneohe Bay, Hi 96863

PWS – ATTACHMENT (1)

The following FAR and DFAR clauses and provisions are hereby incorporated and applicable to this acquisition:

52.212-1 Instructions to Offerors – Commercial Items

NOTE: This provision must be reviewed completely. It contains the guidelines for submission of your offer. In addition, offerors are instructed to complete and submit the attached past performance information (PPI) report with submitted offers prior to the closing date of this notice specified herein. Submission of quotation represents the item adheres to all factors listed in this solicitation.

FAR 52.212-2 Evaluation of Commercial Items

(a) The Government will award a Firm Fixed Price (FFP) contract resulting from this solicitation. Award will be made to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the

Government, price and other factors considered.

Offerors' quotation will be evaluated first under Factor (I) below, which represents MINIMUM acceptable criteria.

Under this factor, products offered will be determined to be either technically acceptable or unacceptable. Failure to meet the minimum criteria for this factor will render the offer to be technically unacceptable and to not be considered for award.

Only those Offers which meet the minimum requirements established by Factor (I) will be further evaluated under

Factors (II) and (III). In the second step of evaluating those offers determined under Factor (I) to be technically acceptable, Factor (II) , PAST PERFORMANCE, is of equal of importance to Factor (III), PRICE.

Factor I: TECHNICAL CAPABILITY

Sub-factor I: Technical Literature

(a) Level of experience – Summary of Qualifications

In order to be considered for an award a contractor will be evaluated on their ability to provide a qualified instructor(s) that will meet the Government’s minimum technical and level of experience qualifications that will be established under the solicitation.

For each Instructor, the Contractor shall provide a brief summary of qualifications not to exceed 2 pages. The format of this document shall be equivalent to a typical resume in so far as the above qualifications are fully evident in the professional education and experience of the Instructor. Instructors will be required to have a minimum of years of experience in teaching related courses in order to be considered for award.

The instructor(s) for this training shall possess the following minimum qualifications:

Ten (10) Years of experience in the field of financial management and or financial education

Three (3) Years of experience within the past Five (5) years teaching Retirement training to Federal

Employees. This also includes the FERS, CSRS systems, Military retirees and non-retirees, TSP training and Tax applicability for both federal and California state taxes.

Sub-factor II: Technical Knowledge:

Contractors will be expected to possess technical knowledge, education, and experience/qualifications in the two

Federal retirement systems (CSRS and FERS) and in retirement planning as a whole.

The Retirement Process

How to calculate retirement benefits

CSRS and/or FERS Annuity Eligibility and Creditable Service to be offered as separate courses

Provide an understanding of how much income will come from each part of the FERS or CSRS retirement

Understand timeframes for retirement eligibility and the impact time has on benefits

Basic Financial obligations during retirement

Understand how to determine “take How to manage benefits to maximize tax savings and contributions to the TSP

Developing financial and investment strategies

The Thrift Savings Program

Understanding Social Security

Understanding the Federal Employee’s Group Life Insurance (FEGLI)

The Federal Employee Health Benefit plan (FEHB)

Federal Long Term Care Insurance Program

Overview of Medicare

Flexible Spending Accounts (FSA)

The offeror shall submit technical literature/documents (in accordance with FAR 52.212-1(a)(4) related to the offeror’s current capability to fulfill requirement identified in the PWS. The supporting technical literature should not exceed 10 total pages. The furnishing of supporting documentation will be used by the Government to evaluate the quotation and to determine an offeror’s capability of accomplishing the overall project. The technical literature shall demonstrate in sufficient detail that the contractor possesses the necessary technical skills, education and experience to meet or exceed the Government’s minimum requirements as identified under the solicitation.

“Technically Acceptable” Ratings: Offerors that provide all the supporting technical documentation requested by this solicitation will be evaluated by the Governments technical evaluation board. If the information and data is determined to be sufficient for proper evaluation purposes to allow the Government to make a reasonable determination of the offeror’s technical capability, quotations will be rated as “Acceptable”.

“Technically Unacceptable” Ratings: Offerors that do not provide supporting technical information and data submitted are determined to be insufficient for proper evaluation purposes to allow the Government to make a reasonable determination of the offeror’s technical capability will be rated as “Unacceptable”. A rating of

“Unacceptable” will preclude any further evaluation

The following ratings listed below will be used to evaluate Technical Capability.

Technically Acceptable/Unacceptable Ratings

Rating Description

Acceptable Offeror clearly meets the minimum requirements of the solicitation and has provided the technical capability documentation required by this solicitation.

Unacceptable Offeror does not clearly meet the minimum requirements of the solicitation and has not provided all the required technical capability documentation set forth under this solicitation.

Factor II: PAST PERFORMANCE

Offerors are required to provide historical past performance data that will show actual work under a contract with a

U.S. Government customer or commercial entities that is similar as the required work specified under the applicable work statements. Offerors shall provide historical data from the past three (3) years for the type of services and parts under this request for quotation (RFQ). At a minimum three (3) historical contract references are required.

NOTE: The data shall be provided in the Past Performance Information Form (Attachment 2)

The following ratings listed below will be used to evaluate Past Performance:

“Acceptable” Ratings: Past performance will be rated on the basis on relevance, quality, delivery or cost problems, corrective actions, and effectives of the corrective actions. The Government will give an “acceptable” past performance rating to quotations where the offeror has relevant past performance, no monetary assessment for non-conforming services, no terminations for default, met contract requirements for timely delivery and customer service.

“Unacceptable Ratings: The Government will not make award to a quotation that the Government evaluates as

“unacceptable” on past Performance. To be eligible for award, the Government must evaluate the past performance factor as acceptable.

Past Performance Ratings

Rating Description

Acceptable Vendor has relevant past performance, no monetary assessment for non-conforming services, no terminations for default, met contract requirements for timely delivery and customer service

Unacceptable Monetary assessment for non-conforming services, terminations for default or cause, poor performance, such as untimely delivery, poor customer service and inadequate equipment

Neutral

No relevant past performance data available for evaluation.

The Government will give a Neutral Past Performance rating to offeror’s that lack a record of relevant Past

Performance or for whom information on Past Performance is not available. The Government will not evaluate such offeror’s favorably or unfavorably on Past Performance. Offerors are reminded, that a quotation that receives a

Neutral on Past Performance may not represent the most advantageous quotation to the Government and, thus, may be an unsuccessful quotation.

Factor III: PRICE

(a) Offerors are to provide unit pricing for each CLIN line item to be priced listed in this RFQ, a total cost for all line items and total cost for the Base Period and Option Years. Proposed pricing per session shall be inclusive of all course related materials, administrative fees, and/or related travel expenses including options years.

Offerors shall provide option pricing; if the contractor cannot provide option pricing it should state so in their response to the solicitation. However, offers that do not propose pricing on all CLINs (including options) shall be considered non-responsive and ineligible for an award.

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

The Government intends to evaluate the quotations and award a Firm Fixed Price (FFP) Indefinite Delivery

Indefinite Quantity (IDIQ) contract type using Lowest Price Technically Acceptable (LPTA) methodology without discussions. However, the Government reserves the right to hold discussions if deemed necessary. Therefore, each initial offer should, contain the offer’s most accurate terms from both a technical capability and pricing standpoint.

(End of Provision)

Clauses and Provisions:

52.212-3 and its ALT I Offeror Representations and Certifications – Commercial Items; all offerors shall have their

Representations and Certifications (FAR 52.212-3(b)) within the System for Award Management (SAM) updated at the time of quotation.

**NOTE: This provision is considered a fill-in. All applicable fields must be completed. Submit this provision with your quotation.

52.212-4 Contract Terms and Conditions - Commercial Items

52.212-5 Contract Terms and Conditions Required Implementing Statutes or Executive Orders-Commercial Items

52.204-16 Commercial and Government Entity Code Reporting

52.204-17 Ownership or Control of Offeror

52.204-18 Commercial and Government Entity Code Maintenance

52.204-20 Predecessor of Offeror

The following contract terms and conditions are contained within FAR 52.212-5 and are hereby incorporated by reference:

52.204-7 System for Award Management (SAM)

52.219-6 Notice of Total Small Business Set-Aside

52.219-28 Post Award Small Business Program Representation

52.222-3 Convict Labor

52.222-19 Child Labor – Cooperation with Authorities and Remedies

52.222-21 Prohibition of Segregated Facilities

52.222-26 Equal Opportunity

52.222-36 Equal Opportunity for Workers with Disabilities

52.222-41 Service Contract Act of 1965

52.222-50 Combating Trafficking in Persons

52.222-55 Minimum Wages Under Executive Order 13658

52.223-18 Encouraging Contractor Policies to Ban Text Messaging While Driving

52.225-13 Restrictions on Certain Foreign Purchases

52.232-33 Payment by Electronic Funds Transfer – System for Award Management

52.232-18 Availability of Funds

52.233-3 Protest After Award

52.233-4 Applicable Law for Breach of Contract Claim

52.237-2 Protection of Existing Vegetation, Structures, and Equipment

52.247-34 F.O.B. Destination

52.252-2 - Clauses Incorporated by Reference

This RFQ/solicitation and contemplated contract incorporate one or more clauses by reference with the same force and effect as if they were given in full text. The full text of a clause may be accessed electronically at this/these addresses: http://farsite.hill.af.mil and/or http://farsite.hill.af.mil/vfdfara.htm (End of clause)

52.216-18 Ordering

52.216-19 Ordering Limitations

52.216-22 Indefinite Quantity (Oct 1995)52.216-27 Single or Multiple Awards

52.217-5 Evaluation of Options

52.252-6 Authorized Deviations in Clauses (Apr 1984)

(a) The use in this solicitation or contract of any Federal Acquisition Regulation (48 CFR Chapter 1) clause with an authorized deviation is indicated by the addition of "(DEVIATION)" after the date of the clause.

(b) The use in this solicitation or contract of any Defense Federal Acquisition Regulation Supplement (48 CFR

Chapter 2) clause with an authorized deviation is indicated by the addition of "(DEVIATION)" after the name of the regulation.

(End of clause)

The following DFARS clauses are applicable to this procurement (all clauses shall be incorporated by reference in the order provided below):

252.203-7000 Requirements Relating to Former DoD Officials-clause

252.203-7002 Requirement to Inform Employees of Whistleblower Rights

252.203-7005 Requirement Relating to Former DoD Officials-provision

252.204-7012 Safeguarding of Unclassified Controlled Technical Information (NOV 2013)

252.209-7992 Representations on Corporations Regarding an Unpaid Delinquent Tax Liability or Felony under any

Federal Law

252.225-7001 Buy American and Balance of Payments Program

252.225-7002 Qualifying Country Sources as Subcontractors http://farsite.hill.af.mil/ http://farsite.hill.af.mil/vfdfara.htm

252.225-7048 Export-Controlled Items

252.232-7003 Electronic Submission of Payment Requests and Receiving Reports

252.232-7006 Wide Area Workflow Payment Instructions

252.232-7010 Levies on Contract Payments

252.239-7018 Supply Chain Risk

252.243-7001 Pricing of Contract Modifications

252.247-7023 Transportation of Supplies by Sea – Basic The following Local clauses are applicable to this procurement:

Review of Agency Protests

The contracting activity, Fleet Logistics Center San Diego (FLCSD) will process agency protests in accordance with the requirements set forth in FAR 33.103(d).

Pursuant to FAR 33.103(d)(4), agency protests may be filed directly with the appropriate reviewing authority; or, a protester may appeal a decision rendered by a contracting officer to the reviewing authority.

The reviewing authority for FLCSD is the Director, Regional Contracts Department, Fleet Logistics Center San

Diego at 937 North Harbor Drive, San Diego, CA 92132-0060. Agency procurement protests should clearly identify the initial adjudicating official, i.e., the "contracting officer" or "reviewing official".

Offerors should note this review of the Contracting Officer's decision will not extend GAO's timeliness requirements. Therefore, any subsequent protest to GAO must be filed within 10 days of knowledge of initial adverse agency action.

Unit Prices

Contractor unit prices, when incorporated into a Government contract, will be released under the Freedom of

Information Act (FOIA) without further notice to the contractor submitter. If the Contractor takes issue with the release, it should submit its proposal data with the appropriate legends and explain in detail why such data cannot be released as a public record under the Freedom of Information Act.

Single Award for all Items

The Government intends to make a single award to the technically acceptable, responsible offeror proposing the lowest price for all items.

SUBMISSION REQUIREMENTS

This announcement will close at 5:00 PM, PST on March 18, 2019. All quotations shall be submitted directly to the

Contract Specialist, Dwayne Casad, via electronic mail at dwane.m.casad@navy.mil

Only written quotations shall be accepted in response to this notice.

Any and all questions shall be submitted directly to the Contract Specialist, Dwayne Casad, via electronic mail at dwane.m.casad@navy.mil by 5:00 PM, PST on March 12, 2019 . Questions received after this date and time may not receive a response.

mailto:dwane.m.casad@navy.mil mailto:dwane.m.casad@navy.mil

Submission of Quotation Data:

Quotation data shall be submitted as follows:

(1) Volume I: Technical Literature- No pricing data shall be included in the technical literature, Written statement (on compliance with the meeting required delivery timeframe and FOB terms),

(2) Volume II: Past Performance:

(3) Volume III: Pricing Data (as specified under the evaluation clause (FAR 52.212-2 Evaluation of Commercial

Items)

A prospective awardee shall be registered in the SAM database prior to award, during performance and through final payment of any contract resulting from this solicitation. Registration is free and can be completed online at https://www.sam.gov/.

If the offeror does not become registered in the SAM database in the time prescribed by the Contracting Officer, the

Contracting Officer will proceed with award to the next otherwise successfully registered offeror. In addition, provide acknowledgement of any solicitation amendments. All quotations shall include price(s), F.O.B. point, a point of contact

(POC) including name and phone number, contract number (if applicable), and business size and size standard. Quotations over 30 pages in total will not be accepted.

Each response must clearly indicate the capability of the offeror to meet all specifications and requirements.

******* End of Combined Synopsis/Solicitation ******** https://www.sam.gov/