N62473-14-R-2205_HVAC_RFP_Package.pdf

NAVFAC SOUTHWEST

CAMP PENDLETON ROICC/CODE ROPCN

MARINE CORPS BASE CAMP PENDLETON

PO BOX 555229 BLDG 22101

CAMP PENDLETON CA 92055-5229

UNDER DPAS (15 CFR 700)

11. DELIVERY FOR FOB

RFQ

SEE SCHEDULE

X

DO-C2

14. METHOD OF SOLICITATION

IFB RFP

CODE

SEE ADDENDUM

BLOCK IS MARKED

DESTINATION UNLESS

12. DISCOUNT TERMS

(No Collect Calls)

14.0

13b. RATING

13a. THIS CONTRACT IS A RATED ORDER

X

CODE

N62473-14-R-2205 11-Mar-2014

b. TELEPHONE NUMBER

760-725-8195

8. OFFER DUE DATE/LOCAL TIME

02:00 PM 11 Apr 2014

5. SOLICITATION NUMBER 6. SOLICITATION ISSUE DATE

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV 3/2005)

Prescribed by GSA

FAR (48 CFR) 53.212

(TYPE OR PRINT)

(SIGNATURE OF CONTRACTING OFFICER) 31c. DATE SIGNED

ADDENDA ARE

26. TOTAL AWARD AMOUNT (For Gov t. Use Only )

22. UNIT 23. UNIT PRICE 24. AMOUNT21. QUANTITY

CODE 10. THIS ACQUISITION IS

UNRESTRICTED

FAX: NAICS:

TEL:

CODE 18a. PAYMENT WILL BE MADE BYOFFEROR

SUCH ADDRESS IN OFFER

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT

BELOW IS CHECKED

TEL.

N62473

SIZE STD:

9. ISSUED BY

FACILITY

CODE

17a.CONTRACTOR/

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a. UNLESS BLOCK

15. DELIVER TO CODE 16. ADMINISTERED BY

SEE SCHEDULE

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME

MARLANEA KIRKBRIDE

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 4. ORDER NUMBER

(TYPE OR PRINT)

30b. NAME AND TITLE OF SIGNER 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a.UNITED STATES OF AMERICA

0 27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1. 52.212-4. FAR 52.212-3. 52.212-5 ARE ATTACHED.

25. ACCOUNTING AND APPROPRIATION DATA

1. REQUISITION NUMBER

19. ITEM NO. 20. SCHEDULE OF SUPPLIES/ SERVICES

SEE SCHEDULE

238220

TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER ALL ITEMS

SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL SHEETS

SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED HEREIN.

SB

HUBZONE SB

SET ASIDE: 100 % FOR

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, AND 30

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

ACQR3404021

ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

TEL: EMAIL:

COPIES

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

.OFFER DATED YOUR OFFER ON SOLICITATION

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN 29. AWARD OF CONTRACT: REFERENCE

8(A)

SVC-DISABLED VET-OWNED SB

EMERGING SB

X

X

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

(CONTINUED)

SEE SCHEDULE

19. ITEM NO. 20. SCHEDULE OF SUPPLIES/ SERVICES 21. QUANTITY 22. UNIT 24. AMOUNT

PAGE 2 OF

23. UNIT PRICE

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: ______________________________________________________

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f . TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

37. CHECK NUMBER

FINALPARTIALCOMPLETE

36. PAYMENT35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER

FINAL

33. SHIP NUMBER

PARTIAL

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV 3/2005) BACK

Prescribed by GSA

FAR (48 CFR) 53.212

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

N62473-14-R-2205

Section SF 1449 - CONTINUATION SHEET

TABLE OF CONTENTS

INSTRUCTIONS TO OFFERORS

BASIS FOR AWARD

REPRESENTATIONS AND CERTIFICATIONS

SCHEDULE OF SUPPLIES AND SERVICES

ANNEX 0100000- GENERAL INFORMATION

ANNEX 0200000- MANAGEMENT AND ADMINISTRATION

ANNEX 1502000- FACILITIES INVESTMENT

SECTION J – TABLE OF CONTENTS

INVENTORY

ELINS

WAGE DETERMINATION

EXHIBIT “A” – RECENT, RELATIVE EXPERIENCE QUESTIONAIRE

EXHIBIT “B” – NAVFAC/USACE PAST PERFORMANCE QUESTIONNAIRE

(FORM PPQ-0)

EXHIBIT “C” – SAFETY DATA AND NARRATIVE

EXHIBIT “D” – FINACIAL QUESTIONAIRE

EXHIBIT “E” – REQUEST FOR INFORMATION (RFI)

EXHIBIT “F” – POST-AWARD CONTRACTOR’S LIMITATIONS ON SUBCONTRACTING

CERTIFICATION

CLAUSES INCORPORATED BY REFERENCE

CLAUSES INCORPORATED BY FULL TEXT

INSTRUCTIONS TO OFFERORS

INSTRUCTION TO OFFERORS

1. Inquiries

Inquiries regarding the Request for Proposal (RFP) shall be submitted electronically using the Request for Information (RFI) form provided as Exhibit E. The Point of Contact (POC) for inquiries is Marlanea Kirkbride at 760-725-8195, or e-mail marlanea.kirkbride@navy.mil. The Government does not intend to respond to inquiries submitted less than 10 days before the proposal receipt date.

2. Proposal Submittal Requirements

This Firm Fixed Price/Indefinite Delivery Indefinite Quantity (FFP/IDIQ) combination service contract will provide Preventative Maintenance and Repair for various HVAC systems, associated DDC and Boiler Systems, as well as other associated mechanical systems at various locations aboard Marine Corps Base, Camp Pendleton, CA.

This is a competitive Best Value Source Selection Procurement, using the Trade Off process, which is RESTRICTED to eligible 8(a) firms located within the geographical area of the State of California, and other 8(a) firms with a bona fide place of business within the geographical competitive area, and the assigned NAICS code, 238220- Plumbing, Heating and Air Conditioning Contractors, Size Standard: $ 14 Million. All other 8(a) BD Participants are deemed ineligible to submit offers.

Proposals submitted in response to this solicitation shall be formatted as follows and furnished in the number of copies stated herein. A cover letter shall accompany the proposal.

The cover letter shall include— (a) The solicitation number;

(b) The name, address, telephone and facsimile numbers, and e-mail address of the

Offeror; (c) The DUNS Number, CAGE Code, and TIN of the Offeror;

(d) A statement specifying the extent of agreement with all amendments, terms, conditions, and provisions included in the solicitation and agreement to furnish any or all items upon which prices are offered at the price set opposite each item;

(e) Names, titles, and phone and facsimile numbers (and electronic addresses if available) of persons authorized to negotiate on the offeror’s behalf with the Government in connection with this solicitation and;

(f) Name, title, and signature of person authorized to sign the proposal. Proposals signed by an agent shall be accompanied by evidence of that agent’s authority, unless that evidence has been previously furnished to the issuing office.

Proposals shall be submitted in three-ring binders or bound, with tabs or separators. Page limits on

Exhibits, must be adhered to and cannot be expanded unless stated on the numbered question of the Exhibit. Proposals shall be submitted on 8.5" X 11" paper, double-sided print with at least 12 point font.

The format for the proposal is as follows:

Cover Letter

The Offeror shall submit the following as part of their Volume I, Price Proposal in a sealed envelope. Volume 1 – Price Proposal o SF1449 o Completed ELIN Price and Summary Schedule in a separate sealed envelope.

o Representations and Certifications o System for Award Management Representations and Certifications o Responses to FAR clause 52.219-1 “Small Business Program Representations” and DFARS clause 252.209-7993 REPRESENTATION BY CORPORATIONS REGARDING AN

UNPAID DELINQUENT TAX LIABILITY OR A FELONY CONVICTION UNDER ANY

FEDERAL LAW-FISCAL YEAR 2014 APPROPRIATIONS (DEVIATION 2014-000009)

(FEB 2014)

o If applicable, a signed copy of a joint venture agreement, partnership agreement, teaming agreement, or letter of commitment for each member of the Offeror’s team identified in the Narrative (e.g., joint venture partner, partner, team member, subcontractor, parent company, subsidiary, or other affiliated company, etc.).

o Exhibit D – Financial Questionnaire (in a sealed envelope from financial institution.)

Include an unlocked/unprotected MS Excel version of your ELIN Price and Summary Schedule on the required

CD.

The Offeror shall submit the following as part of their Volume II, Technical

Proposal. Volume 2 – Technical Proposal

Tab 1:

Factor 1 – Recent, Relevant Experience of the Firm

• Minimum of Three (3) to a maximum of Five (5) projects submitted on the Exhibit A – Recent, Relative Experience Questionnaire

Tab2:

Factor 2 – Past Performance on Recent, Relevant Projects

• Projects submitted for Factor 1 on Exhibit A submit on Exhibit B – NAVFAC/USACE Past Performance Questionnaire (Form PPQ-0) unless CPARS is available. If CPARS is available, Offerors shall submit.

Tab 3:

Factor 3 – Management o Organizational Chart o Workforce Management Plan o Subcontract Management Plan o Quality Management System.

Tab 4:

Factor 4 – Safety

(For a partnership or joint venture, the following submittal requirements are required for each contractor who is part of the partnership or joint venture; however, only one safety narrative is required. EMR and DART Rates shall not be submitted for subcontractors.)

• Exhibit C – Safety Worksheet including:

• Experience Modification Rates (EMRs) for the three most recent previous calendar years

OSHA Days Away from Work, Restricted Duty, or Job Transfer (DART) Rate for the three most recent previous calendar years

Offerors are asked to submit only the information/exhibits required. Do not submit any additional information such as brochures, CDs (excludes the required electronic copy), or other pre –printed materials.

A total of one (1) original price and (1) original technical proposal, three (3) hard copies of the technical proposal and one (1) electronic copy of the complete proposal, in response to this RFP must be received by this office no later than 2:00 p.m., local time, on 11 April 2014. Electronic copies shall be submitted as three separate documents on CD as follows:

1. One (1) Adobe Portable Document Format (PDF) document of the Price Proposal

2. One (1) unlocked/unprotected MS Excel file of the completed ELIN Price and Summary Schedule

3. One (1) Adobe PDF document of the technical proposal.

Offerors should address all evaluation factors and shall submit the proposal to the following address: If you intend to use FedEx, please use the following mailing address:

ROICC Camp Pendleton Attn: Marlanea Kirkbride 9th St., Bldg. 22101 Camp Pendleton, CA 92055-5229

If you intend to use the USPS, please use the below mailing address and allow additional time for mailing in order for the proposal to arrive at the required due date and time.

ROICC Camp Pendleton Attn: Marlanea Kirkbride Bldg. 22101, PO Box 555229 Camp Pendleton, CA 92055-5229

LATE SUBMITTALS WILL NOT BE CONSIDERED. Proposal must be clearly marked on the outside of the package with the solicitation number.

CONSOLIDATED RFP DOCUMENTS

Within four weeks after contract award, provide one (1) electronic and three (3) hard copies of consolidated RFP documents incorporating the Contractor’s Proposal and all RFP amendments and revisions that are contained in the contract award. Identify the changes to the RFP with “Red-lining” or “Track Changes” feature of SpecsIntact or MS Word to highlight the pre-award modifications in the contract. Identify the amendment source at each addition and deletion by annotation, such as footnote or reference in parenthesis.

3. Pre-Proposal Conference

A pre-proposal conference and site visit will be held at the ROICC Camp Pendleton, Building 22101, Camp Pendleton, CA on Tuesday, 18 March 2014. Please be present no later than 7:55 a.m. (Pacific Time), in order to start the pre-proposal/site visit on time at 8:00 a.m.

A pre-proposal conference will be held at the beginning of the site visit. All prospective offerors are highly encouraged to attend this conference.

In order to make the conference as productive as possible, Proposers who wish to attend the site visit must contact Marlanea Kirkbride at marlanea.kirkbride@navy.mil no later than 2:00 p.m. on Thursday, 13 March 2014 to register their planned attendance. Also, Proposers are expected to submit any questions they may have in writing to Marlanea Kirkbride at the e-mail address shown above at least two business days prior to the pre-proposal conference. The submission of written questions will not preclude anyone from posing questions during the pre-proposal conference.

FAR 52.236-2, Differing Site Conditions and FAR 52.236-3, Site Investigation and Conditions Affecting the Work are included in the basic contract award. Accordingly, offerors are urged and expected to inspect the site where this proposed task order will be performed.

Failure of a prospective offer to submit any questions or to attend the conference will be construed to mean that the offeror fully understands all requirements of the solicitation. Prospective offers are advised that the pre-proposal conference will be held solely for the purpose of explaining the concepts involved in the project and the specifications, terms, and conditions of this solicitation.

No minutes of this meeting will be issued. All prospective offers are advised that this solicitation will remain unchanged unless it is amended in writing. However, if an amendment is issued, normal procedures relating to the acknowledgment and receipt of any such amendment shall be applicable.

Contractors attending this site visit will need to have proof of insurance, vehicle registration and their driver’s license, to get a “day” visitor pass, if they don’t already have a decal. Please arrive on time to obtain visitor’s pass prior to the scheduled conference.

4. Joint Venture Offerors

Joint venture Offeror shall provide a copy of the joint venture agreement. The agreement shall include information that identifies the responsibilities for each entity under this contract, demonstrate the relationship between firms, and identify contractual relationship s and authorities to bind each entity of the joint venture.

The joint venture also needs to complete the online representations and certifications ( s e e F A R 52.204-99 DEV) for each joint venture member as well as for the joint venture itself.

5. System for Award Management (SAM)

Contractors must be registered in the System for Award Management (SAM) prior to award of a DoD contract.

It is highly suggested that Contractors register in SAM prior to the proposal due date. Contractors may obtain information on registration and annual confirmation requirements via the SAM accessed through https://www.acquisition.gov or by calling 866-606-8220, or 334-206-7828 for international calls. A contract cannot be awarded to a contractor not registered in the SAM. Remember to review the NAICS codes listed in your record and make sure that you have listed the NAICS code for this procurement.

6. Federal Contractor Program

In accordance with Federal Acquisition Regulation (FAR) 22.1303, any contractor or subcontractor with a contract of $25,000 or more with the Federal Government must take affirmative action to hire and promote qualified targeted veterans which includes special disabled veterans, veterans of the Vietnam-era, recently separated veterans, and any other veterans who served on active duty during a war or in a campaign or expedition for which a campaign badge has been authorized.

Companies must file an annual VETS-100 report, which shows the number of targeted veterans in their work force by job category, hiring location, and number of new hires, including targeted veterans hired during the reporting period and the maximum number and minimum number of employees of such contractor during the period covered by the report. Instructions, information and follow-up assistance is provided at VETS-100 Internet site at http://vets100.cudenver.edu/ or employers may contact the VETS- 100 Processing Center at (301)306-6752 or e-mail at mailto:helpdesk@vets100.com. A contract cannot be awarded to a contractor that has not submitted a required annual form VETS-100, Federal Contractor Veterans' Employment Report (VETS-100 Report) if subject to the reporting requirements of 38 U.S.C.

4212(d) for that fiscal year.

7. Incurred Expenses

The Government is not responsible for any costs incurred or associated with preparation and submission of a proposal in response to this solicitation.

8. No Alternate or Multiple Proposals

Neither multiple proposals, nor proposal variations or options, nor alternate or alternative proposals will be considered in the evaluation.

9. Approval to Subcontract

In accordance DFARS Clause 252.219-7009 – Section 8(a) Direct Award, the Offeror will not subcontract the performance of any of the requirements of this contract without the prior written approval of the SBA and the Contracting Officer.

For SBA Approval: In order for the Offeror to obtain approval to subcontract the performance of any of the requirements for this proposed project, the Offeror must submit a narrative (letter or email) not to exceed three (3) pages, with the following information to your SBA Representative at your SBA servicing district office for review:

a) Name of Prime and all proposed Subcontractor(s), including POC, company address, phone, email, CAGE code, and DUNS number.

b) Size Standard of the Prime and all proposed Subcontractor(s).

c) Responsibility Determination of all proposed Subcontractor(s). See FAR Clause 52.209-6, Protecting the

Governments Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment, for more information.

d) Description of work to be performed by the Prime and all proposed Subcontractor(s).

e) Percentage (%) of work and dollar ($) value of work to be performed by the Prime and all proposed

Subcontractor(s), as measured against 100% of the work. See FAR Clause 52.219-14, Limitations on Subcontracting for more details. This applies to labor costs only. Do not include any other costs.

f) A brief explanation as to why the Prime Contractor cannot perform the work intended to be performed by the proposed Subcontractor(s) with its own workforce.

g) A statement certifying that:

1) The 8(a) Contractor will comply with its “performance of work requirement” (Note: the 8(a)

Contractor must furnish this certification to the Procuring Activity with its final cost proposal).

2) None of the proposed Subcontractor(s) are debarred, suspended, voluntarily excluded, or found to be ineligible for Government procurement programs.

3) The 8(a) Contractor will control the overall performance on the contract.

4) The proposed relationship with the Subcontractor(s) is normal for the industry and results from

“arms’ length negotiations.

5) The proposed Subcontracting relationship is not an attempt to circumvent SBA’s size regulations.

Once SBA receives your request, they will determine whether to grant approval to your subcontract arrangement based on the objective evidence you provide. Include a copy of your original request and SBA’s approval to subcontract with your proposal.

10. Post-Award Limitations on Subcontracting Certification

In accordance with the provisions of FAR 52.219-14, Limitations on Subcontracting (Nov 2011), 13 CFR 124.510, and 13 CFR 125.6, all 8(a) Contractors must agree that:

(1) In the case of a contract for services (except construction), the concern will perform at least 50 percent of the cost of the contract incurred for personnel with its own employees.

(2) In the case of a contract for supplies or products (other than procurement from a non-manufacturer in such supplies or products), the concern will perform at least 50 percent of the cost of manufacturing the supplies or products (not including the costs of materials).

(3) In the case of a contract for general construction, the concern will perform at least 15 percent of the cost of the contract with its own employees (not including the costs of materials).

(4) In the case of a contract for construction by special trade contractors, the concern will perform at least 25 percent of the cost of the contract with its own employees (not including the cost of materials).

In the performance of this contract, the Contractor must certify at the end of every six-month period with a written determination that the Contractor will ultimately comply with the requirements listed above. The Contractor shall utilize the “Post Award Limitations on Subcontracting Report”, Exhibit F, unless otherwise instructed differently by the Contracting Officer.

52.212-2 -- Evaluation -- Commercial Items.

(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. The following factors shall be used to evaluate offers:

(1) Technical capability of the Offeror:

Factor 1– Recent, Relevant Experience of the Firm Factor 2 – Past Performance on Recent, Relevant Projects Factor 3 – Management Approach Factor 4 – Safety

(2) Price;

All technical factors when combined are of equal importance to the performance confidence assessment (past performance) rating; and all technical factors and the performance confidence assessment (past performance) rating, when combined are equal to price.

(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).

(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.

(End of Provision)

1. The Government reserves the right to eliminate from consideration for award any or all offers at any time prior to award of the contract; to negotiate with offerors in the competitive range; and to award the contract to the offeror submitting the proposal determined to represent the best value—the proposal most advantageous to the Government, price and other factors considered.

2. As stated in the solicitation, the Government intends to evaluate proposals and award a contract after conducting discussions with offerors whose proposals have been determined to be within the competitive range. If the Contracting Officer determines that the number of proposals that would otherwise be in the competitive range exceeds the number at which an efficient competition can be conducted, the Contracting Officer may limit the range to the greatest number that will permit an efficient competition among the most highly rated proposals.

3. The tradeoff process is selected as appropriate for this acquisition. The Government considers it to be in its best interest to allow consideration of award to other than the lowest priced offeror or other than the highest technically rated offeror.

4. As stated in the solicitation, all technical factors when combined are of equal importance to the performance confidence assessment (past performance) rating; and all technical factors and the performance confidence assessment (past performance) rating, when combined are equal to price.

5. Any proposal found to have a deficiency in meeting the stated solicitation requirements or performance objectives will be considered ineligible for award, unless the deficiency is corrected through discussions. Proposals may be found to have either a significant weakness or multiple weaknesses that impact either the individual factor rating or the overall rating for the proposal. The evaluation report must document the evaluation board’s assessment of the identified weakness(s) and the associated risk to successful contract performance resulting from the weakness(s). This assessment must provide the rationale for proceeding to award without discussions.

B. ADJECTIVAL RATINGS/DESCRIPTIONS

1. The technical rating reflects the degree to which the proposed approach meets or does not meet the minimum performance or capability requirements through an assessment of the strengths, weaknesses, significant weaknesses, deficiencies, and risks of a proposal.

a. A combined technical/risk evaluation considering risk in conjunction with the strengths, weaknesses, significant weaknesses, and deficiencies in determining technical ratings shall be used.

The technical risk evaluation shall utilize the combined technical/risk ratings listed in the following table. Adjectival ratings and rating descriptions will be used to assign an overall rating to each technical proposal and to assign a rating for each technical factor. Use upper case letter ratings for major technical factors as well as the overall rating. The addition of plus (+) or minus (-) to an adjective rating is not allowed.

(Rev Apr 11) Table 1. Combined Technical/Risk Ratings

Rating Description

Outstanding (O)

Proposal meets requirements and indicates an exceptional approach and understanding of the requirements. Strengths far outweigh any weaknesses. Risk of unsuccessful performance is very low.

Good (G)

Proposal meets requirements and indicates a thorough approach and understanding of the requirements. Proposal contains strengths which outweigh any weaknesses. Risk of unsuccessful performance is low.

Acceptable (A)

Proposal meets requirements and indicates an adequate approach and understanding of the requirements. Strengths and weaknesses are offsetting or will have little or no impact on contract performance. Risk of unsuccessful performance is no worse than moderate.

Marginal (M)

Proposal does not clearly meet requirements and has not demonstrated an adequate approach and understanding of the requirements. The proposal has one or more weaknesses which are not offset by strengths. Risk of unsuccessful performance is high.

Unacceptable (U) Proposal does not meet requirements and contains one or more deficiencies. Proposal is unawardable.

2. Definitions: The following definitions are provided to assist evaluators in the evaluation of each non-price factor.

a. Strength: An aspect of an offeror’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.

b. W eakness: A flaw in the proposal that increases the risk of unsuccessful contract performance.

c. Significant W eakness: A flaw that appreciably increases the risk of unsuccessful contract performance.

d. 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.

C. SAFETY EVALUATION

1. Per NFAS 15.304(d), solicitations utilizing source selection procedures for procurements within the 50 United States and the District of Columbia shall contain a standard “Safety” technical evaluation factor. This factor shall be included as a stand-alone evaluation factor and not as a sub- factor.

This action will result in the selection of contractors that have consistently demonstrated a commitment to safety and the ability to properly manage and implement safety procedures for themselves and all tiers of subcontractors under their purview.

2. The safety evaluation has three elements: Experience Modification Rate (EMR), Occupational Safety and Health Association (OSHA) Days Away from W ork, Job Restriction, or Transfer (DART), and Technical Approach to Safety.

3. The three elements of safety identified above, are not sub-factors. The evaluators should collectively consider all elements of safety when assigning an overall adjectival rating for this factor. The SSEB will need to make a qualitative determination of the rating for this factor, taking into account the risk ratings for EMR and DART and the subjective evaluation of the narrative.

4. Evaluators will not average the rating from the three years for the EMR and the DART.

5. The following should be utilized by evaluators as a general guideline to evaluate the

EMR

and DART rates:

Risk EMR Very Low Risk Less than 0.6 Low Risk From 0.6 to less than 0.8 Moderate Risk From 0.8 to 1.0 High Risk Greater than1.0 to 1.1 Extremely High Risk Greater than 1.1

Risk DART Rate Very Low Risk Less Than 1.0 Low Risk From 1.0 to 1.99 Moderate Risk From 2.0 to 2.99 High Risk From 3.0 to 4.0

Extremely High Risk Greater than 4.0

D. PAST PERFORMANCE EVALUATION

1. The past performance evaluation results in an assessment of the offeror’s probability of meeting the solicitation requirements. The past performance evaluation considers each offeror’s demonstrated recent and relevant record of performance in supplying products and services that meet the contract’s requirements.

One performance confidence assessment rating is assigned for each offeror after evaluating the offeror’s recent past performance,focusing on performance that is relevant to the contract requirements.

2. There are two aspects to the past performance evaluation. The first is to evaluate the offeror’s past performance to determine how relevant a recent effort accomplished by the offeror is to the effort to be acquired through the source selection. For this solicitation, the Offeror will be required to submit Past Performance Questionnaires (Exhibit B) for each project included in Factor 1 for Recent, Relevant Experience of the Firm. The Offeror should provide completed Past Performance Questionnaires (PPQ) in the proposal.

Offerors may provide any information on problems encountered and the corrective actions taken on projects submitted under Factor 1 – Recent, Relevant Experience of the Firm. Offerors may also address any adverse past performance issues.

3. This source selection requires a greater level of discrimination within the past performance evaluation, therefore, the relevancy ratings in the following table shall be used:

Table 4. Past Performance Relevancy Ratings Rating Definition

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.

4. The second aspect of the past performance evaluation is to determine how well the contractor performed on the contracts. The past performance evaluation performed in support of a current source selection does not establish, create, or change the existing record and history of the offeror’s past performance on past contracts; rather, the past performance evaluation process gathers information from customers on how well the offeror performed those past contracts.

5. Performance Confidence Assessment. In conducting a performance confidence assessment, each offeror shall be assigned one of the ratings in Table 5 below:

Table 5. Performance Confidence Assessments Rating Description

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.

Limited Confidence the Government has a low expectation that the offeror will

No Confidence the Government has no expectation that the offeror will be able to

Unknown Confidence (Neutral)

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.

F. EVALUATION FACTORS FOR AWARD

1. The solicitation requires the evaluation of price and the following non-price factors:

Factor 1– Recent, Relevant Experience of the Firm Factor 2 – Past Performance on Recent, Relevant Projects Factor 3 – Management Approach Factor 4 – Safety

2. The relative order of importance of the non-price evaluation factors (Factor 1- Recent, Relevant

Experience of the Firm, Factor 2 Past Performance on Recent, Relevant Projects, Factor 3- Management Approach, and Factor 4- Safety) are of equal importance to each other. When the proposal is evaluated as a whole, the technical factors (i.e., the non-price evaluation factors) are approximately equal to price.

3. Basis of Evaluation and Submittal Requirements for Each Factor.

(a) Price:

(1) Solicitation Submittal Requirements

The Offeror shall submit the following as part of their Volume I, Price Proposal in a sealed envelope.

i. SF1449 (Solicitation, Offer, and Award) with blocks 14 through 20c completed.

ii. The Offeror shall submit their prices using the MS Excel

ELIN Price Schedule included in the solicitation as a separate sealed envelope, as part of Volume I, Price Proposal. Offerors shall also include an electronic copy of their MS Excel ELIN Price and Summary Schedule on the required CD and shall round all unit prices to the second place behind the decimal (i.e. $1.00 vice $1.004):

Complete all Price ELINs (A001 through E009)

iii. Exhibit D Financial Questionnaire (in sealed envelope from financial institution).

Offerors shall submit the Financial Questionnaire to their financial institution and request that the financial institution complete the questionnaire with regard to the Offeror’s firm. Upon completion of the questionnaire, the financial institution should place the completed questionnaire in a sealed envelope showing the return address of the financial institution and forward it to the Offeror so that the Offeror can include the questionnaire (in the sealed envelope) with the Offeror’s proposal.

If the Offeror is a joint venture, information should be submitted for the joint venture. If there is no information for the joint venture, information should be submitted for each joint venture partner.

The Joint Venture Agreement, Financial Questionnaire and Representations and Certifications will not be rated. They will, however, be considered in assessing the Offeror’s responsibility.

iv. A print-out of the Offeror’s filled out Representations and Certifications and Active and Inactive Exclusions from the System for Award Management (SAM).

v. Also, per the RFP, fill-out responses to FAR clause 52.219-1 “Small Business Program Representations” (APR 2012) and DFARS clause 252.209-7993 REPRESENTATION BY

CORPORATIONS REGARDING AN UNPAID DELINQUENT TAX LIABILITY OR A

FELONY CONVICTION UNDER ANY FEDERAL LAW-FISCAL YEAR 2014

APPROPRIATIONS (DEVIATION 2014-000009) (FEB 2014)

(2) Basis of Evaluation

The price evaluation is based on the total estimated quantity specified in the solicitation for the base year performance plus four (4) 12-month option years for a total maximum duration of 60 months which equates to the sum of ELINS A001 through E009. The Government intends to evaluate all options and has included the provision FAR 52.217-5, Evaluation of Options (JUL 1990) in the solicitation. In accordance with FAR 52.217-5, Evaluation of Options will not obligate the Government to exercise the option(s). Analysis will be performed by one or more of the following techniques to ensure a fair and reasonable price:

i. Comparison of proposed prices received in response to the solicitation

ii. Comparison of proposed prices with the independent Government Estimate

iii. Comparison of proposed prices with available historical information.

iv. Comparison of market survey results.

Exhibit line item numbers (ELIN) unit prices shall be multiplied by the estimated quantity to determine the total price for each ELIN. In the event the total price for an ELIN does not mathematically equate to the product of the unit price and estimated quantity, the unit price shall take precedence over the total price. The unit price shall be considered the Offeror’s intended bid price for the ELIN.

A price that is found to be either unreasonably high or unrealistically low in relation to the proposed work may be indicative of an inherent lack of understanding of the solicitation requirements, or in the case of unrealistically low prices, may pose an unacceptable performance risk, and may result in the overall proposal not being considered for award.

The Government may determine that an offer will not be considered if the option prices are significantly unbalanced. Any inconsistency whether real or apparent, between proposed performance and price must be clearly explained in the price proposal. For example, if unique and innovative approaches are the basis for an apparently unbalanced or inconsistently priced proposal, the nature of these approaches and their impact on price must be completely documented. The burden of proof of price realism rests solely with the offeror.

Each ELIN shall be priced independent of other ELINS as if it were stand-alone work (unless otherwise noted in the schedule or elsewhere in the solicitation). Proposals that appear to be unbalanced relative to unit prices may not be considered for award.

(b) Non-price Factors:

(1) Factor 1 – Recent Relevant Experience of the Firm:

(i) Solicitation Submittal Requirements: The offeror must provide their relative experience information on Exhibit A under Tab 1 of the technical proposal for evaluation under this factor:

A. The offeror must submit a minimum of three (3) and a maximum of five (5) projects or contracts for the

Offeror and its Team on Exhibit A that have been completed within the past five (5) years preceding the closing date for receipt of proposals. Current projects or contracts which have been in place for at least one

(1) year preceding the closing date for receipt of proposals will also be considered for evaluation. The Offeror may submit relevant experience information for predecessor companies and subcontractors that will perform major or critical aspects of the work. Offerors who submit projects or contracts for a subcontractor or predecessor company must explain how this subcontractor or predecessor company will participate on the solicited contract. If the Offeror fails to make clear how the proposed subcontractor or predecessor company will participate on this contract, the project or contract will be removed and discarded prior to evaluation.

Any contracts submitted by the offeror for evaluation must be ongoing or must have been completed within the past five (5) years preceding the closing date for receipt of proposals. Contracts listed may include those performed for Federal, State, and local governments and for private entities.

(ii) Basis of Evaluation: The basis of evaluation will include the Offeror and its Team’s extent of experience on preventive maintenance and repair of HVAC and Boiler systems with associated Direct Digital Control (DDC) systems similar in scope, size (project dollar value), type, and complexity to the technical requirements of the Request for Proposal (RFP). The evaluation will take into account information regarding predecessor companies and subcontractors, when information is relevant to this procurement.

A higher rating for this factor may be achieved where the Offeror’s Team demonstrates experience on four (4) or more contracts that are similar in scope and complexity to services required in this solicitation.

Proposals that demonstrate combined experience of the Offeror and its Team may be rated higher. If no shared contract experience is demonstrated, proposals that fail to submit contracts for each of the proposed Team members may be rated lower. Offerors and their Teams are still limited to a total of five (5) contracts combined.

All contracts which are (1) outside of the five-year period specified, or (2) above the maximum number of projects allowed will be discarded prior to evaluation and no credit will be given.

Failure to use Exhibit A will result in a lower rating for this factor.

Failure to provide all requested data will result in a lower rating for this factor.

(2) Factor 2 – Past Performance on Recent, Relevant Projects:

i) Solicitation Submittal Requirements: Offeror must provide their past performance information immediately following the project submitted under Factor 1 to which they pertain on Exhibit B under Tab 2 of the technical proposal for evaluation under this factor:

The projects submitted for Factor 1 on Exhibit A must match the projects submitted on the Past Performance Questionnaire, Exhibit B. Any contracts submitted by the offeror for evaluation must be ongoing or must have been completed within the past five (5) years preceding the closing date for receipt of proposals. Contracts listed may include those performed for Federal, State, and local governments and for private entities. Offerors may provide information on problems encountered on the identified contracts and the offeror’s corrective actions.

The evaluation will take into account past performance information concerning predecessor companies and subcontractors that will perform major or critical aspects of the service work. The Government will consider past performance information obtained from the offeror, the offeror's references, and from any other sources. The Government will use this information to determine if the record indicates accomplishment of performance objectives, any problems and corrective actions taken on prior contracts, standards of good workmanship, foreseeing and controlling costs, adhering to schedules, a reputation for reasonable behavior, and generally a business-like concern for the customer’s interest. Offerors may be given an opportunity to address adverse past performance information if the offeror has not had a previous opportunity to respond to the information. In the case of an offeror without a record of relevant past performance or for whom information on past performance is not available the offeror will not be evaluated favorably or unfavorably concerning past performance.

A COMPLETED CPARS EVALUATION IS AVAILABLE; IT SHALL BE SUBMITTED WITH THE

PROPOSAL. IF THERE IS NOT A COMPLETED CPARS EVALUATION, the Past Performance Questionnaire (PPQ) included in the solicitation is provided for the offeror or its team members to submit to the client for each project the offeror includes in its proposal for Factor (insert applicable factor number, usually Factor 1, and insert factor title, usually Corporate Experience). AN OFFEROR

SHALL NOT SUBMIT A PPQ W HEN A COMPLETED CPARS IS AVAILABLE.

IF A CPARS EVALUATION IS NOT AVAILABLE, ensure correct phone numbers and email addresses are provided for the client point of contact. Completed PPQs should be submitted with your proposal. If the offeror is unable to obtain a completed PPQ from a client for a project(s) before proposal closing date, the offeror should complete and submit with the proposal the first page of the PPQ (Exhibit B), which will provide contract and client information for the respective project(s). Offerors should follow- up with clients/references to ensure timely submittal of questionnaires. If the client requests, questionnaires may be submitted directly to the Government's point of contact, Marlanea Kirkbride, via email at marlanea.kirkbride@navy.mil prior to proposal closing date. Offerors shall not incorporate by reference into their proposal PPQs or CPARS previously submitted for other RFPs. However, this does not preclude the Government from utilizing previously submitted PPQ information in the past performance evaluation.

In addition to the above, the Government may review any other sources of information for evaluating past performance. Other sources may include, but are not limited to, past performance information retrieved through the Past Performance Information Retrieval System (PPIRS) using all CAGE/DUNS numbers of team members (partnership, joint venture, teaming arrangement, or parent company/subsidiary/affiliate) identified in the offeror’s proposal, inquiries of owner representative(s), Federal Awardee Performance and Integrity Information System (FAPIIS), Electronic Subcontract Reporting System (eSRS), and any other known sources not provided by the offeror.

While the Government may elect to consider data from other sources, the burden of providing detailed, current, accurate and complete past performance information rests with the Offeror.

A copy of the blank Past Performance Questionnaire to be used for requesting client references is included as Exhibit B.

(ii) Basis of Evaluation: Past performance information is one indicator of an offeror’s ability to perform the contract successfully. The currency and relevance of the information, source of the information, context of the data, and general trends in contractor’s performance shall be considered.

(3) Factor 3 –Management

i) Solicitation Submittal Requirements: Offeror must provide the Factor 3 submittals under Tab 3 of the technical proposal for evaluation under this factor:

The object of this portion of the offeror’s technical proposal is to demonstrate to the Government that it has a management strategy and the ability to carry out that strategy through a plan to manage and control the entire contract as laid out in the Performance W ork Statement (PW S). Address the requested information in the sequential order that they have been presented and in tabular format as outlined below:

A. Organization Chart

1) Provide an organizational chart identifying all of the Prime Contractor’s Key Personnel

(names, position titles) responsible for the technical administration and execution of service work of the contract with corresponding lines of authority. It should also indicate the full-time and part-time positions.

2) If there is a partnership/joint venture association, provide an organizational chart identifying all of the partnership/joint venture’s Key Personnel (names, position titles) responsible for the execution and technical administration of the contract with corresponding lines of authority. It should also indicate the full- time and part-time positions.

3) If there is a partnership/joint venture association, the offeror must provide the roles, responsibilities, and contractual relationships between the firms (see FAR Subpart 9.6). The narrative shall be no more than one page and must include the types of work and percentages performed by prime Contractor and the partnership/joint venture.

4) If the Offeror’s team consists of one single firm, the Offeror shall indicate it.

B. Workforce Management Plan:

1) Provide a narrative on no more than one page that describes of the offeror’s proposed Workforce Management Plan to accomplish the requirements specified in the contract Performance W ork Statement (PWS), Annex 1502000.

2) Provide resumes of each key person (Program Manager, Site Safety and Health Officer, Quality Control Managers, Field Operation Managers and CMMS Manager), to include:

• Relative experience in similar and a like services and positions over the past five years. Include past employer company name and address.

• Formal and informal education, to include name of education institution and vocational training provider, and date of completion

• Copies of certifications of completed formal and informal education

• The offeror must explain (6-8 sentence narrative) how they will ensure that there is not a gap in Key Personnel during the duration of the contract.

3) Provide a narrative (6-8 sentences) of the offeror’s process for replacement of Key Personnel:

Offeror shall address offeror’s proposed plan for replacement of Key Personnel & Staffing.

Replacement of Key Personnel and staffing shall be equal to or better than individuals identified in proposal.

4) Offerors shall provide an Administrative (USMC Maximo) and Technical Staffing

Plan on one page or less that identifies the total staffing workforce proposed for:

• USMC Maximo data entry

• HVAC service work

• Boiler service work

• DDC service work

• Chiller system service work

Include on-site and off-site personnel, fulltime and part-time employees, and all subcontractor technical staffing. Listing of administrative and technical staffing may be identified by position and shall identify total number of employees per position.

C. Subcontract Management Plan:

1) The offeror must provide a narrative (6-8 sentences) explain their process for selecting and hiring qualified subcontractors to perform the services as identified in the contract performance work statement (PW S).

2) Offeror must provide the names of the qualified subcontractors that will perform the services identified in the PW S for the proposed contract. The offeror must list each subcontractors qualifications that will ensure the subcontractor(s) are technically capable of performing the services as identified in the PW S. Qualifications are:

• Contractor’s state license number

• Number of years in business

• Accreditation from the Better Business Bureau

3) The Offeror must provide the percentage (%) of service work to be performed by each subcontractor. Offerors shall address (6-8 sentences) how work requirements will be accomplished in-house or subcontracted, and shall address (6-8 sentences) what methods will be deployed to ensure not more than 50% of the work is subcontracted in accordance with Federal Acquisition Regulations (FAR) Clause 52.219-14 Limitations on Subcontracting (Dec 1996) of the RFP.

4) The offeror must provide a narrative (6-8 sentences) explaining the methodology for monitoring and…