N62473-16-R-1002-AMEND_06.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A. NAME AND TITLE OF SIGNER (Type or print)

30-105-04EXCEPTION TO SF 30

APPROVED BY OIRM 11-84

STANDARD FORM 30 (Rev. 10-83) Prescribed by GSA

FAR (48 CFR) 53.243

* * * * SEE PAGE 2 FOR AMENDMENT INFORMATION * * * *

1. CONTRACT ID CODE PAGE OF PAGES

J 1 4

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

16C. DATE SIGNED

BY 10-Feb-2016

16B. UNITED STATES OF AMERICA15C. DATE SIGNED15B. CONTRACTOR/OFFEROR

(Signature of Contracting Officer)(Signature of person authorized to sign)

8. NAME AND ADDRESS OF CONTRACTOR (No., Street, County, State and Zip Code) X N62473-16-R-1002

X 9B. DATED (SEE ITEM 11)

05-Jan-2016

10B. DATED (SEE ITEM 13)

9A. AMENDMENT OF SOLICITATION NO.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

X The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offer is extended, X is not extended.

Offer must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended by one of the following methods:

(a) By completing Items 8 and 15, and returning copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN

REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE

CONTRACT ORDER NO. IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(B).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

E. IMPORTANT: Contractor is not, is required to sign this document and return copies to the issuing office.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

10A. MOD. OF CONTRACT/ORDER NO.

2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO.(If applicable)

6. ISSUED BY

3. EFFECTIVE DATE

10-Feb-2016

CODE

NAVFAC SOUTHWEST

SPECIALTY CONTRACTS CORE

CODE RAQ30

1220 PACIFIC HWY, BLDG 127

SAN DIEGO CA 92132-5190

N62473 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

N62473-16-R-1002

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

The following have been added by full text:

AMENDMENT 06

RFP AMENDMENT 6

1. The purpose of Amendment 06 is to add/update the RFP with the following changes:

Powerpoint Presentation and Sign-In Sheet from the Pre-Proposal Partnering Session attached.

RFP Attachment B, Safety Data and Narrative is updated to change EMR and DATE data requirement dates from 2012, 2013, and 2014 to 2013, 2014, and 2015.

Respond to Contractor RFI’s (see page 2 of this Amendment).

2. In all revised documents, deletions are lined thru and highlighted yellow and additions are highlighted blue.

3. Contractor must state their acknowledgement of this Amendment when submitting your proposal.

Include acknowledgement in your Cover Letter, included in Volume II of your proposal, under Tab #1.

4. Final day/time for RFI’s and contractor questions is February 12, 2016 by close of business, at 4:00 pm, PST.

5. As a result of this Amendment, the proposal due date remains the same - February 22, 2016 at 12:00 noon PST.

6. All other terms and conditions remain the same.

ONLY THE INFORMATION PROVIDED IN THE OFFICIAL SOLICITATION AND ANY

OFFICIAL AMENDMENTS IS BINDING.

CONTRACTOR RFI’S, QUESTIONS, AND ANSWERS

Q41 - Are vehicles without Fast Charge capability acceptable for all locations? Some manufacturers have not currently integrated that technology into their vehicles yet.

A41 - No. Attachment J-1700000-02, Electric Vehicle Fleet Inventory and Attachment J-0200000-06, Exhibit Line Item Numbers provide details on quantity and location of Fast Charge capability requirements.

Q42 - What is the annual mileage limit requested per vehicle, or are you looking for an unlimited mileage lease? If you are looking for an unlimited mileage lease, please provide the anticipated yearly mileage in order that the vendors can better manage expectations in regards to potential warranty repairs.

A42 - See Annex 1700000 - Base Support Vehicles and Equipment, Spec Item 2.3.6: On average, a sedan in the fleet is driven 8,000 miles annually and rarely exceeds 10,000 annually.

Q43 - What metric is used to determine whether a car is a Compact or Sub-Compact?

A43 - See 40 CFR 600.315-82 - Classes of Comparable Automobiles.

https://www.gpo.gov/fdsys/pkg/CFR-2004-title40-vol28/pdf/CFR-2004-title40-vol28-sec600-315- 82.pdf

Q44 - If there is no Sub-Compact vehicle available that meets the requirements, will a Compact vehicle be acceptable for the applications designated as Sub-Compact in the solicitation?

A44 - Yes.

Q45 - Are body repairs and accident damage, to include tires, meant to be included in the $16,000 lump sum for non-recurring repairs in year one?

A45 - Material costs for repairs over the $250 limit and not covered by warranties will be ordered from the IDIQ (non-recurring cost) $16,000. Refer to Annex 1700000, Section C Spec Items 3.3.2.4 and 4.0. $16,000 is the annual estimated quantity of material costs for repairs.

Q46 - Will cars that are fully prepped and ready to go into service be allowed to be delivered directly to the base location?

A46 - Yes.

Q47 - Can normal preventive maintenance service be performed on site at the base locations?

A47 - Preventative Maintenance services do not need to occur off base. However, the government cannot provide facility, utility, or personnel support to perform the work. Some vehicles may be located in areas that require a government escort 100% of the time. Some vehicles may be located in adverse and remote environments.

Q48 - If warranty work is required and there is not an authorized dealer near the base, can the work be performed on site at the base location?

A48 - Warranty work does not need to occur off base. However, the government cannot provide facility, utility or personnel support to perform the work. Some vehicles may be located in areas that require a government escort 100% of the time. Some vehicles may be located in adverse and remote environments.

Q49 - Vendors cannot directly order U.S. government plates. Will the Navy be supplying the plates to the vendor in order that they may be installed before delivery?

A49 - Yes.

(End of Summary of Changes)

Amendment 06

ATTACHMENT B

SAFETY DATA & NARRATIVE

SOLICITATION NO: N62473-16-R-1002

This form is to be completed by the Offeror. Use this form to provide safety information for the Safety factor. EMR and DART rates shall not be submitted for subcontractors.

Joint Venture (JV): Provide a safety Data Sheet for each contractor who is part of the JV;

however, only one safety narrative is required.

1. Offeror Name:

Name of Joint Venture partner providing the information below (if applicable):

Offeror’s Three Previous (complete) Years of Reported Safety Data:

Only complete year safety data will be considered. Indicate data rates as decimal figures, not whole numbers. NOTE: Blank entries will be considered non-responsive. If you have no established rates, annotate block with “see narrative below.”

2. Experience Modification Rate (EMR) 2013 2014 2015

3a. Explanation of any extenuating circumstances resulting in any EMRs greater than 1.0 and address any corrective action(s) taken:

3b. Explain any upward EMR trends:

3c. If you do not have an EMR for a given year, state so here and explain why:

4. Insurance Carrier Information:

Insurance Carrier Name:

Agent’s name:

Phone Number:

5. U.S. Dept. of Labor, OSHA Days Away from Work, Restricted Duty, or Job Transfer (DART) Rate*

2013 2014 2015

*For each year, submit a completed copy of U.S. Dept. of Labor, OSHA Form 300A (Summary of Work-Related Injuries and Illnesses), latest version. This information is required regardless of number of employees in the company.

6a. Explain any extenuating circumstances resulting in any DART rates 3.0 or greater and address any corrective action(s) taken:

6b. Explain any upward DART rate trends:

6c. If you do not have a DART rate for a given year, state so here and explain why:

Amendment 06

ATTACHMENT B

SAFETY DATA & NARRATIVE

SOLICITATION NO: N62473-16-R-1002

7. Provide the Technical Approach for Safety using this form. The Technical Approach for Safety Narrative shall not exceed two (2) single-sided pages (or one (1) double-sided page). Any additional pages will not be considered.

Technical Approach for Safety:

7a. Describe the plan the Offeror will implement to evaluate the safety program and performance of potential subcontractors:

7b. Describe the plan to monitor subcontractor worksite safety:

7c. Describe any innovative methods the Offeror will employ that may enhance worksite safety for this procurement:

Note: Form may be expanded.

Pre-Proposal Partnering Session February 9, 2016

SOLICITATION N62473-16-R-1002

ELECTRIC VEHICLE LEASE FOR

NAVFAC SOUTHWEST

Slide # 2

Welcome / Opening Remarks

Source Selection Process Overview

• Technical Requirements

• Safety

• Small Business

• Past Performance

• Price

Industry Questions / Answers

Agenda

Slide # 3

Solicitation Information

Commercial Items Acquisition

Combination Firm Fixed-Price (FFP) / Indefinite Delivery-Indefinite Quantity (IDIQ)

Best Value (BV) Source Selection – 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 & other factors considered.

Solicitation is open to any size business.

Contract is for a 12-month base period with two, 12-month option periods available.

Slide # 4

Non-Price Factors

There are five (5) non-price Factors, with four (4) Subfactors:

Factor 1 – Recent, Relevant Experience of the Firm

Factor 2 – Management & Technical Approach

Subfactor 2A – Management Approach

Subfactor 2B – Technical Approach

Factor 3 – Safety

Factor 4 – Small Business Utilization

Subfactor 4A – Past Performance in Utilizing SB Concerns

Subfactor 4B – Small Business Participation

Factor 5 – Past Performance on Recent, Relevant Projects

Slide # 5

Best Value Source Selection

When the proposal is evaluated as a whole, the technical factors and past performance/ performance confidence assessment factor combined (i.e., the non-cost/price evaluation factors) are approximately equal to Factor 6, Price.

The importance of price will increase if the Offerors’ non-cost/price proposals are considered essentially equal in terms of overall quality, or if price is so high as to significantly diminish the value of a non-cost/price proposal’s superiority to the Government.

Award will be made to the responsible Offeror(s) whose offer conforms to the solicitation and represents the best value to the Government, price and non-price factors considered.

Slide # 6

Factor 1 Submittal Requirements

Factor 1 – Recent, Relevant Experience of the Firm

(1) Submit a minimum of two (2) projects and a maximum of five (5) projects, of the Offeror, that best describes your experience on related projects that are similar in size, scope, and complexity to the solicitation.

(2) A relevant project is further defined as a government or commercial contract/project or task order that are at least 25% completed by the Offeror, within the last five (5) years prior to the proposal due date, with a total award value of $5 million or more, for services related to passenger vehicle leasing, providing web-based telematics services, roadside assistance services, and preventative maintenance services, similar to the services described in the solicitation technical annexes.

Slide # 7

Source Selection Factor 1

(a) Projects submitted with a total award value of $8 million or more (including all option periods) may be rated higher.

(b) Projects submitted that were subject to the Federal Acquisition Regulations (FAR), may be rated higher.

(c) If an Offeror performed as prime contractor on 75% of relevant projects submitted for experience may be rated higher.

Slide # 8

Source Selection Factor 1

(d) Projects submitted with a total award value less than $5 million may be rated lower.

(e) Offeror’s that fail to submit projects on the mandatory Exhibit A, Project Data Sheets may be rated lower.

(f) Offeror’s that fail to properly complete Exhibit A, Project Data Sheets & do not provide all requested data, a point of contact that is accessible, or a correct current phone number and email address, may be rated lower.

(g) If project experience is demonstrated for a JV proposal, & Offeror fails to submit projects for each JV partner, proposal may be rated lower.

Slide # 9

Source Selection Factor 1

NOTE: Projects submitted under Factor 1 - Recent, Relevant Experience of the Firm must be the same projects submitted for Factor 5 - Past Performance on Recent, Relevant Projects.

Slide # 10

Factor 2A Submittal Requirements

Factor 2A – Management Approach

Management Approach Plan – 1 page narrative of your proposed approach to meeting the requirements of the RFP.

Workload Management Plan – 1 page narrative of your proposed plan demonstrating the Offeror has the necessary ability to successfully handle surges in workload, perform and coordinate multiple delivery schedules concurrently at various locations in the NAVFAC Area of Responsibility (AOR).

Subcontractor Management Plan – 1 page narrative of your proposed plan for monitoring and controlling subcontractors & methods to be implemented to correct poor performing sub-contractors. Offeror shall address how it will ensure high quality services are provided that meet or exceed contract requirements.

Slide # 11

Factor 2A Submittal Requirements

Factor 2A – Management Approach (cont’d)

Quality Control Management Plan – 1 page narrative of your plan for addressing customer complaints and unsatisfactory performance. Offeror shall address quality control methods that will be implemented to ensure performance meets or exceeds contract requirements.

Self-Performance Management Plan – 1 page narrative of your proposed plan to ensure not less than 25% percent of the total cost of contract performance is expended for employees of the Offeror. Offeror shall explain the process for correcting non-compliance of 25% percent subcontracting limitations and shall identify a timeline for implementing corrective action for non-compliance of 25% percent subcontracting limitations reported semi-annually to the Contracting Officer.

Slide # 12

Factor 2A Submittal Requirements

Factor 2A – Management Approach (cont’d)

Delivery Schedule Management Plan – 2 page narrative of your plan demonstrating the ability to successfully deliver electric vehicles per the required delivery schedule in Section J.

Slide # 13

Factor 2B Submittal Requirements

Factor 2B – Technical Approach

Electric Vehicle Leasing Technical Approach: 1 page narrative demonstrating the ability to successfully lease electric vehicles which meet or exceed the contract requirements, which includes the minimum required vehicle specifications.

Preventative Maintenance Technical Approach: 1 page narrative demonstrating the ability to successfully perform preventative maintenance on leased vehicles which meets or exceeds the manufacturer’s requirements.

Telematics Technical Approach: 1 page narrative demonstrating the ability to successfully provide telematics systems on each vehicle which meet or exceed the contract requirements. Describe type and ability of system, including how data is collected, secured & communicated, & type of data that can be collected.

Slide # 14

Factor 2B Submittal Requirements

Factor 2B – Technical Approach (cont’d)

Roadside Assistance Technical Approach: 1 page narrative demonstrating the necessary ability to successfully provide roadside assistance which meets or exceeds the contract requirements.

Slide # 15

Source Selection Factor 2

(a) Failure to provide any of the elements described within the Management Approach may result in a lower rating.

(b) Offerors who propose to self-perform more than 25% percent of the cost of contract performance may receive a higher rating.

(c) Offerors who propose to self-perform less than 25% percent of the cost of contract performance may receive a lower rating.

(d) Offerors who exceed the minimum vehicle specifications may receive a higher rating.

Slide # 16

Factor 3 Submittal Requirements

Factor 3 – Safety

(1) Use of RFP Attachment B, Safety Data and Narrative Sheet is mandatory.

(2) Experience Modification Rate (EMR): For the three previous complete calendar years (2013, 2014, and 2015), submit your EMR (which compares your company’s annual losses in insurance claims against its policy premiums over a three year period). If you have no EMR, affirmatively state so, and explain why. Any extenuating circumstances that affected the EMR and upward or downward trends should be addressed as part of this element.

Slide # 17

Factor 3 Submittal Requirements

Factor 3 – Safety (cont’d)

(3) OSHA Days Away from Work, Restricted Duty, or Job Transfer (DART) Rate: For the three previous complete calendar years (2013, 2014, and 2015), submit your OSHA Days Away from Work, Restricted Duty, or Job Transfer (DART) Rate, as defined by the U.S. Department of Labor, Occupational Safety and Health Administration. If you cannot submit an OSHA DART Rate, affirmatively state so, and explain why. Any extenuating circumstances that affected the OSHA DART Rate data and upward or downward trends should be addressed as part of this element.

Slide # 18

Factor 3 Submittal Requirements

Factor 3 – Safety (cont’d)

(4) Technical Approach for Safety: Describe the plan that the Offeror will implement to evaluate safety performance of potential sub-contractors, as a part of the selection process for all levels of subcontractors. Also, describe any innovative methods that the Offeror will employ to ensure and monitor safe work practices at all subcontractor levels. The Safety Narrative shall be limited to two (2) pages.

Slide # 19

Source Selection Factor 3

(a) Blank entries will be considered unacceptable.

(b) Lower EMR rates will be given greater weight in the evaluation.

(c) Lower DART rates will be given greater weight in the evaluation.

(d) Those offerors whose technical approach to safety demonstrates a commitment to hire subcontractors with a culture of safety and who propose innovative methods to enhance a safe working environment may be given greater weight in the evaluation.

Slide # 20

Source Selection Factor 4

Factor 4 – Small Business Utilization

Subfactor 4A – Past Performance in Utilizing Small Business Concerns

Subfactor 4B – Small Business Participation Management

Subfactors 4A and 4B are of equal importance to the determination of the Factor 4 Rating.

Small Business Evaluation Factor

•The SB evaluation factor is comprised of two subfactors

1. Past Performance in utilizing SB concerns

a. Past performance evaluations pertaining to SB subcontracting projects must match those submitted in other technical factors

b. SB subcontracting history Individual Subcontracting Report (ISR) or Exhibit in RFP

c. Optional factor elements

i. National or Industry standard awards

ii. Mentor-Protégé agreements

iii. Use of Community Rehabilitation Program (CRP) concerns

2. Small Business Participation

• Small Business Subcontracting Plan

USE THE FORMS PROVIDED IN THE SOLICITATION

NAVFAC SB Subcontracting Targets

The minimum NAVFAC Subcontracting Targets are:

Socio-Economic Group FY 2016 FY 2017 * FY 2018 *

SB 66.94% 67.07% 67.20%

HUBZone 9.03% 9.12% 9.21%

SDB 17.44% 17.62% 17.79%

WOSB 15.45% 15.61% 15.77%

VOSB/SDVOSB 3.06% 3.09% 3.12%

Subfactor: Past Performance in Utilizing Small Businesses

Basis for evaluation: The extent to which the proposal demonstrates the proposer’s level of past performance in utilizing

-- SB concerns, -- AbilityOne, -- Mentor-Protégé Agreements, -- and other socio-economic programs (SEP) in meeting established SB subcontracting goals.

Evaluating SB Past Performance

•On the projects you submitted, did you meet your small business subcontracting goals?

• If you didn’t have small business subcontracting requirements, did you use SB/SEP concerns, to what extent?

•Did you utilize SBs in all SEPs? To what extent?

•Do you have a strong small business program within your company?

•Do you actively support and promote the use of SB/SEP concerns? (MPA, AbilityOne, CRP, etc.)

Subfactor: Small Business Participation

Submit a Small Business Subcontracting Plan (SBSP) on the template attached to the RFP.

The SBSP is reviewed TWICE.

–Once against the evaluation factor

–If you are a potential awardee, your SBSP is reviewed again for contractual acceptability

•No award will be made to a firm that does not submit a contractually acceptable SBSP, even if that firm appears to be the prospective awardee.

SBSP – Source Selection Evaluation

Basis for evaluation: The extent to which the proposal demonstrates:

1. Maximum practicable participation of SBs in terms of the total value of the acquisition, including options.

o Percent a total contract value to be subcontracted to SB/SEP concerns o Individual goals for each SB SEP (percentage of total subcontracted value)

2. Commitment to use SB concerns that are specifically identified in the proposal, including, but not limited to mentor-protégé program.

o Firm subcontracting commitments to named firms vice potential pool of subcontractors

3. SB participation in a variety of industries expected during the performance of work.

o demonstration of market research – not boilerplate

4. REALISM of the proposal to meet proposed goals.

o Does the overall SBSP indicate a reasonably sound SB program that will ensure offeror can/will meet SBSP goals.

Types of Subcontracting Plans

• Individual Plan

• Pertains to a single contract

• Valid for the life of the individual contract

• Master Plan

• Established on a plant or division-wide basis

• Contains all elements of a plan except goals

• Must be approved by Contracting Officer

• Effective for three years

• Incorporated into Individual Plans (establish goals)

• Commercial Plan

• Applies to specific product sold commercially

• Covers all elements of plan including goals

• Effective for one fiscal year

• Goals for entire year are established by first agency to negotiate plan with company

Subcontracting Plan Requirements

•FAR 19.704 -- Each subcontracting plan must include:

• Separate percentage goals for each SB socio-economic program (SEP)

• Total dollars planned to be subcontracted for each SB SEP

• Description of supplies and services to be subcontracted to each SEP

• Description of method used to develop goals

• Description of method used to identify potential sources for subcontracting

• Statement whether or not indirect costs are included in goal calculation

• Name of individual responsible for plan administration (SBLO)

• List of duties and responsibilities of SBLO

• Description of efforts made to ensure that all SB SEPs have an equitable opportunity to compete for subcontracts

• Offeror will comply with flowdown requirements

• Assurance offeror will comply with studies, submit period reports, and keep appropriate records

Common problem areas.

Additional Requirements

Cover sheet must be signed and dated by:

• authorized company official,

• agency small business administrator

• SBA

• Contracting Officer

Subcontracting Plan must identify solicitation number and title

Plan must identify what type of plan it is (Individual, Master, Commercial)

Identify whether or not the contract has option periods. If so, must include a table of dollars/percentage goals for each contract period.

1 and 2 - Small Business Goals

Determine what you will perform with in-house resources and what you will subcontract out.

-- Material purchases are considered subcontracts

NAVFAC calculates subcontracting goals as a percentage of the total amount to be subcontracted, not a percentage of the total contract value.

Socio-Economic Program (SEP) goals (HUBZone, Veteran-Owned SB, Service-Disabled Veteran-Owned SB, Woman-Owned SB, and Small Disadvantage Business), do not necessarily mathematically equate to total SB subcontracting goals.

-- A firm may have multiple SEP certifications

-- Count 100% subcontracting in each SEP and SB overall

DOUBLE CHECK YOUR MATH!

3 – Supplies, Services & Firm Commitments

•Conduct market research to determine SB subcontracting opportunities for each type of work you intend to subcontract

•Firm commitments versus potential subcontracting opportunities – BE CLEAR

•Contractors not specifically identified

• List CAGE code or DUNS number for named contractors

•Contractors not small in work identified (be specific on type of work you intend to subcontract)

•Contractors not registered in SAM or DSBS

4 - Method Used to Develop Goals

•Address all elements of requirement:

–Method used to develop goals

–How products and services to be subcontracted were established

–How SEP concerns were determined qualified / capabilities determined

•Be specific – describe in detail what you did to develop your goals for each SEP.

•Lack of specificity often results in a lower rating because it indicates a lack of planning or genuine commitment.

5 - Method Used to Identify Potential Sources

•Do not reference outdated recourses (i.e. CCR)

•List all sources used or that will be used during performance of the contract

–Few resources may indicate a lack of planning or understanding of how to find potential subcontractors

–Few resources may indicate an inability to meet SBSP commitments and objectives

•Do not include historical information

6 – Inclusion of Indirect Costs in Goal Calculations

Indirect and overhead costs have have not been included in goals specified in 1 and 2 above. If “have” …

You may include indirect and overhead costs in your goal calculations, but you must provide a detailed methodology describing how you determined the proportionate share of these costs to be

--- Allowable

--- Allocable

--- Reasonable

•Office supplies, cleaning supplies, custodial services, etc. are overhead expenses

Methodology should be able to pass a DCAA Audit.

7 – Small Business Liaison Officer (SBLO)

Identify the individual employee that will be responsible for administering the SBSP.

If you later need to change the SBLO, you need to request a contract modification.

List duties and responsibilities for the named

SBLO.

8 – Equitable Opportunity to Compete

Answer all elements of the requirement –Outreach efforts

–Sources that will be used in addition to automated databases

–Internal efforts to guide and encourage buyers

–Description of how database, source lists, and other data will be maintained, used by buyers, rotation of firms in the database, and how database will be kept current and useful.

•Be specific in your description of process

•Do not reference outdated resources (i.e. CCR)

•Do not include historical information

9 – Flowdown Requirements

Periodic Reports – ISRs

• When goals are not met, remarks are missing or inadequate

• For each goal not met, need to explain:

–What did you do to try and meet the goal

–Why was that effort unsuccessful

–What are you going to do in the next reporting period to ensure goals will be met.

• Remarks are overly general in nature and do not provide useful info

• Remarks do not pertain to specific reporting period; copied from last report.

• Good faith effort not established or documented

Current thresholds:

-- $700,000 for other than construction

-- $1,500,000 for construction

FAR 52.219-8, “Utilization of Small Business Concerns”, must be included in subcontracts to large businesses that meet the thresholds above.

LB subcontractors must submit a SBSP to you similar to the one you submitted to the government.

** You are required to monitor their SBSP performance.

9 – Flowdown Requirements

10 and 11 – Periodic Reports

• Individual Subcontracting Reports (ISRs) –Submitted every two months to Contracting Officer

•Reporting period Oct 1 – Mar 31 Report NLT Apr 30

•Reporting period Oct 1 – Sep 30 Report NLT Oct 30

•Final ISR due at contract completion

•ISRs submitted online via the Electronic Subcontracting Reporting System (eSRS)

•Flowdown requirement to LB subcontractors –Provide prime contractor DUNS number and email address to LB subcontractors

12 – Record Keeping

You must keep documentation to evidence that you are complying with ALL aspects of your SBSP

Documentation must be kept to evidence:

-- Good Faith Efforts

-- Procurement award determinations (especially if subcontract not awarded to a small business)

-- training, guidance, procedures, outreach, etc.

-- source lists used and other resources used

Good Faith Effort

•Good Faith Effort is NOT:

–Sending the RFP to all contractors in your database

–Making goals by happenstance

Good Faith Effort is:

•Proactive

•SEP set-sides when goals are not met

•Keeping good documentation of efforts

•SB/SEP focused outreach, solicitation

•Building database and rotation of awards

Questions ? ?

Slide # 43

Factor 5 Submittal Requirements

Factor 5 – Past Performance on Recent, Relevant Projects:

(1) Submit a completed CPARs evaluation if available for each project included under Factor 1. If a CPARs is not available, submit Attachment F, NAVFAC/USACE Past Performance Questionnaire (PPQ) for each project included under Factor 1.

(2) Include any performance recognition documents received within the last 5 years. Such as: awards, award fee determinations, customer letters of commendation, and other performance recognition.

Slide # 44

Factor 5 Submittal Requirements

Factor 5 – Past Performance on Recent, Relevant Projects:

(3) Offerors may also address any adverse past performance issues. Explanations shall not exceed one (1) double-sided page (or two (2) single-sided pages) in total.

(4) Make sure all points of contact name, email, phone numbers are correct.

Slide # 45

Source Selection Factor 5

NOTE: Projects submitted under Factor 5 - Past Performance on Recent, Relevant Projects must be the same projects submitted for Factor 1 - Recent, Relevant Experience of the Firm.

Slide # 46

Factor 6 – Submittal Requirements

Factor 6 – Price (Volume 2):

(Submit Original, 4 hard copies, & 1 CD)

TAB #1: Cover Letter and signed Standard Form (SF) 1449

TAB #2: Attachment J-00000-06, Exhibit Line Item Number

(ELIN) Pricing

TAB #3: Completed Attachment G, Financial Questionnaire

TAB #4: Any Joint Venture (JV) or Mentor-Protégé (MP)

Agreements (if proposing as a JV or MP)

TAB #5: Copy of the Online Representations and Certifications from the System for Award Management (SAM)

Slide # 47

Database Registration

In order to be eligible for a Government contract award, you must be registered in the following databases:

System for Award Management (SAM) https://www.sam.gov

VETS-4212 Federal Contractor Reporting http://www.dol.gov/vets/vets4212.htm

Federal Funding Accountability and Transparency Act Sub Award Reporting System https://www.fsrs.gov/

Slide # 48

Proposal Submission Tips

Pay attention to page limitations.

Do not provide extraneous information.

QC your proposal before submitting.

Respond to all elements of each Factor.

Sign your proposal.

Acknowledge all Amendments.

Use the forms provided.

If you are hand-delivering your proposal, make arrangements first. (Call Patty or Lisa).

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Proposal Submission Tips

If you are mailing (or FedEx/UPS) your proposal, allow sufficient time – receipt must meet the date and time deadlines.

Late submissions will handled in accordance with FAR Clause 52.215-1.

Use the RFI form for all questions.

Slide # 50

Lisa Young – Contracting Officer

(619) 532-2077 lisa.m.young@navy.mil

Patty Olivas– Contract Specialist

(619) 532-3065 patty.olivas@navy.mil

Points Of Contact

Questions ? ?