Attachment_3_-_INSTRUCTIONS_TO_OFFERORS.pdf

WR#: C102403

Rev: 07/05/17 Page 1 of 19

ATTACHMENT No. 3 – INSTRUCTIONS TO OFFERORS

3. INSTRUCTIONS TO OFFERORS

3.1. REQUESTS FOR INFORMATION

The expediency of returning responses to Offerors' questions depends largely on the lead-time available to the Government for research. Therefore, you are requested to e-mail Requests for Information (RFIs) or questions concerning any areas of uncertainty which, in your opinion, require clarification or correction, in sufficient time to be received on or before 2:00 PM, EST on Friday, July 21, 2017 to the Contracting Specialist.

No questions will be addressed via telephone communications.

RFIs/Questions should be submitted via email to the Contracting Specialist, Preeti Pancholi at preeti.pancholi@nih.gov with Aaron Crawford, Contracting Officer, at crawfoa@ors.od.nih.gov on cc distribution.

1. The e-mail subject line shall read Solicitation Number NIHOF2017156 -

RFIs/Questions.

2. A set of all questions and answers will be furnished simultaneously to all prospective Offerors as soon as practical and prior to the solicitation due date.

3.2. GENERAL INSTRUCTIONS

The following instructions will establish the acceptable minimum requirements for the format and contents of proposals.

Special attention is directed to the requirements for Technical and Business proposals to be submitted in accordance with these instructions.

3.2.1. Contract Type and General Clauses

Any resultant contract shall include the clauses applicable to the selected offeror's organization and type of contract awarded as required by Public Law, Executive Order, or acquisition regulations in effect at the time of execution of the proposed contract.

3.2.2. Authorized Official Submission of Qualifications

3.2.2.1. The TECHNICAL proposal must be signed by an official authorized to bind your organization and must stipulate that it is predicated upon all the terms and conditions of this RFP. One (1) original, four (4) copies, and one

(1) electronic copy (CD format) of the Technical Proposal shall be submitted in to the address indicated below.

mailto:preeti.pancholi@nih.gov mailto:crawfoa@ors.od.nih.gov

Rev: 07/05/17 Page 2 of 19

[Note – information contained in the CD and the five copies shall not deviate from the Original version] TECHNICAL Proposals shall be typewritten with 12 point fonts, 1" top and bottom and 1" side margins, single spaced, paginated, and reproduced on letter size paper. Charts, tables and/or matrices can be in foldout sheets not exceeding 11" x 17" and shall be legible in all required copies.

The Technical proposal shall not exceed 50 pages.

3.2.2.2. The BUSINESS Proposal must be signed by an official authorized to bind your organization and must stipulate that it is predicated upon all the terms and conditions of this RFP. One (1) original, two (2) copies, and one

(1) electronic copy (CD format) of the Business proposal shall be submitted in to the address indicated below.

[Note – information contained in the CD and the two copies shall not deviate from the Original version] BUSINESS Proposals shall be typewritten with 12 point fonts, 1" top and bottom and 1" side margins, single spaced, paginated, and reproduced on letter size paper. Charts, tables and/or matrices can be in foldout sheets not exceeding 11" x 17" and shall be legible in all required copies

3.2.2.3. To expedite the proposal evaluation, all documents required for responding to the RFP shall be placed in the following order:

1. Cover Sheet The following information shall be provided on the first page of the BOTH the Technical and Business Proposal:

a) RFP Solicitation Number and Title

b) Name, Address, Telephone and Facsimile numbers of Offeror (and electronic addresses, if available);

c) Identification of the proposal part (i.e. Technical or Business volume), and indicate whether the proposal is an Original or a Copy;

d) Data Universal Numbering System (DUNS) Number

e) Tax Identification Number (TIN/EIN):

f) Date of submission;

g) Name, telephone number, title and signature (and electronic addresses, if available) of person(s) authorized to negotiate on the Offeror’s behalf with the Government in connection with this solicitation.

[Note – FAR 4.902 observes that 31 U.S.C. §7701(c) requires each contractor doing business with a government agency to furnish its TIN to that agency. There is no exception to this requirement for Joint Ventures.

Therefore, business entities submitting a proposal under a Joint Venture

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(JV) agreement shall state the JV’s Tax Identification Number (TIN) and not the TIN of an individual JV partner.] [Note - In accordance with FAR 4.1102 the contractor must be registered in the System for Award Management (SAM) as a prerequisite for award.

Businesses not registered with SAM will first need to obtain a DUNS number and then access the SAM online registration through the SAM homepage at https://www.sam.gov. Business entities submitting a proposal under a Joint Venture agreement must have a unique JV DUNS number to begin SAM registration and not the DUNS number(s) of any individual JV partner.] [Note - Joint Venture proposals shall clearly identify the role and level of participation of each firm in the proposed work.]

2. Table of Contents A Table of Contents shall be provided in BOTH the Technical and Business Proposal: The Table of Contents shall include headings and sub-headings that enable the reader to quickly locate the information contained in the proposal.

[Note - The Table of Contents and Cover Sheet do not count towards the Technical Proposal 50 page restriction.]

3. TECHNICAL Proposal Sections In addition to the Cover Page and Table of Contents, the TECHNICAL Proposal shall be divided into TABBED sections as set forth below and as specified in the Technical Proposal Instructions.

a) Mandatory Criteria

b) SECTION 1: Factor A – Management Plan

c) SECTION 1a: Draft QASP

d) SECTION 2: Factor B – Key Personnel

e) SECTION 3: Factor C – Experience and Competencies

f) SECTION 4: Factor D - Past Performance [Note - Section dividers and Mandatory Criteria do not count towards the Technical Proposal 50 page restriction.] [Note – Section 1a – Draft QASP does NOT count towards the Technical Proposal 50 page restriction.]

4. BUSINESS Proposal Sections https://www.sam.gov/

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In addition to the Cover Page and Table of Contents, the BUSINESS Proposal shall be divided into TABBED sections as set forth below and as specified in the Business Proposal Instructions.

[Note - There is no page count limitation for the Business Proposal].

a) SECTION 1: Proposal Cost Summary with Supporting Information

b) SECTION 2: Indirect Cost Worksheet for G&A and Overhead

c) SECTION 3: Other Pricing and Supporting Financial Information

d) SECTION 4: Section K - Representations and Certification

e) SECTION 5: Other Administrative Attachments and Supporting

Information

3.2.2.4. Proposal Delivery

The TECHNICAL and BUSINESS proposals shall be delivered no later than 3:00 pm EST on Friday, August 04, 2017 with the number of copies requested and properly separated and packaged to the following address:

ATTN: Ms. Preeti Pancholi, Contract Specialist

ADDRESS: National Institutes of Health

Office of Acquisition/ORF Building 13, Room 2E48 13 South Drive MSC 5711 Bethesda, MD 20892

Phone: 301-451-9856 E-mail: preeti.pancholi@nih.gov

The Offeror’s proposal submission must be received by the Contract Specialist no later than the time and date identified herein. The Offeror shall take this into consideration when submitting its proposals, whether by commercial package delivery, hand delivery, United States Mail, or any other means.

A submission sent by email or facsimile will not be accepted.

3.2.2.5. Separation of Technical and Business Proposals

1. The TECHNICAL and BUSINESS proposals shall be separate and complete so that evaluation of one may be accomplished independently of, and concurrently with, evaluation of the other.

2. The BUSINESS proposal must include direct cost and resources information, such as labor-hours and categories and applicable rates, and associated costs so that the Offeror’s understanding of the project may be evaluated.

mailto:preeti.pancholi@nih.gov

Rev: 07/05/17 Page 5 of 19

3. The TECHNICAL proposal shall not include pricing data relating to individual salary information, indirect cost rates or amounts, fee amounts (if any), and total costs. The TECHNICAL proposal should disclose your approach in as much detail as possible, including, but not limited to, the requirements of the proposal instructions.

3.2.2.6. Evaluation of Proposals

The Government will evaluate Qualification submissions in accordance with the factors set forth in ATTACHMENT No. 6 – EVALUATION FACTORS FOR AWARD of this RFP.

3.2.2.7. Potential Award Without Discussions

The Government reserves the right to award a contract without discussions if the Contracting Officer determines that the initial prices are fair and reasonable and that discussions are not necessary.

3.2.2.8. Selection of Offerors

1. The acceptability of the qualification and technical portion of each proposal will be evaluated by a technical review committee. The committee will evaluate each proposal in strict conformity with the evaluation criteria of the RFP, utilizing Adjectival ratings with written critiques. The committee may suggest that the Contracting Officer request clarifying information from an Offeror.

2. The business portion of each contract proposal will be subjected to a cost / price analysis.

3. If award will be made without conducting discussions, Offerors may be given the opportunity to clarify certain aspects of their proposal (e.g., the relevance of an Offeror’s past performance information and adverse past performance information to which the Offeror has not previously had an opportunity to respond or to resolve minor or clerical errors.

3.3. PROPOSAL INSTRUCTIONS

The merit of the Offeror’s qualifications will be evaluated carefully. The evaluation will be based on the demonstrated capabilities of the prospective Contractor in relation to the needs of NIH as set forth in ATTACHMENT No. 2 – PERFORMANCE WORK

STATEMENT.

The Offeror’s proposal submission shall be in strict conformance with the sections and format structure described herein under SECTION 3.2.2 - Authorized Official Submission of Qualifications.

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The Offeror shall provide the requested information in a brief and succinct manner, making every effort to present information clearly and concisely. Submissions that do not follow these instructions, or otherwise include documentation that is difficult to read, may result in disqualification or a lower evaluation rating.

3.3.1. MANDATORY QUALIFICATION CRITERIA INSTRUCTIONS

The Mandatory Qualification criterion establishes conditions that must be met at the time of receipt of proposals by the Contracting Officer in order for the Offeror’s proposal to be considered any further for award.

3.3.1.1. Mandatory Qualification Criteria 1: Mentor-Protégé Joint Ventures

In accordance with Small Business Administration (SBA) 8(a) Mentor-Protégé and Small Business Mentor-Protégé programs, Mentor-Protégé Agreements (MPAs) must be approved by the SBA before the two firms may submit an offer as a Mentor-Protégé Joint Venture (JV).

[Note - This does not mean the Mentor-Protégé JV must be approved at time of offer.] If a business concern is contemplating submitting under a Mentor-Protégé Joint Venture on this project, Offeror shall submit:

1. Evidence that the Mentor-Protégé Agreement is approved by the SBA at the time of submission, and not discontinued.

[Note - Evidence does not count towards the Technical Proposal page restriction] [Note - All Mentor-Protégé Joint Ventures must be in accordance with SBA requirements and be approved by the SBA by time of award of a resulting contract.]

3.3.1.2. Mandatory Qualification Criteria 2: Project Manager

In accordance with the SBA’s 8(a) Mentor-Protégé and Small Business Mentor- Protégé programs and the requirements a small business Joint Venture must satisfy to submit an offer for a procurement set aside for small business, the project manager of the JV need not be an employee of the Protégé firm or small business JV managing venturer at the time the JV submits an offer; however, if he or she is not, there must be a signed letter of intent that the individual commits to be employed by the Protégé or managing venturer firm if the JV is the successful offeror.

If a business concern is contemplating submitting under a Mentor-Protégé or small business Joint Venture on this project, Offeror shall submit:

1. Evidence that the proposed Project Manager is an employee of the Protégé firm or small business JV managing venturer; or, Rev: 07/05/17 Page 7 of 19

2. A signed Letter of Intent that the proposed individual commits to be employed by the protégé firm / small business managing venturer if the JV is the successful offeror.

[Note - Evidence does not count towards the Technical Proposal page restriction]

3.3.2. TECHNICAL PROPOSAL INSTRUCTIONS

The Technical Proposal (Factors A – D) shall be in strict conformance the sections and format structure described herein under SECTION 3.2.2 - Authorized Official Submission of Qualifications and follow the outline structure of the Evaluation Factors in ATTACHMENT No. 6 – EVALUATION FACTORS FOR AWARD.

The narratives and associated information/data shall be in sufficient detail to allow evaluation by the Government against the ATTACHMENT No. 6 - EVALUATION FACTORS FOR AWARD. The technical proposal information shall reflect a clear understanding of the nature of the work being undertaken.

3.3.2.1. Definitions

For the purposes of this acquisition, Similar Projects to the NIH Requirement shall be defined as projects similar in complexity, type and size, as follows:

1. Size – Projects with construction costs between $100,000 and $3,000,000, completed within seven (7) years of the submission due date.

2. Type – Facilities and/or Infrastructure projects that include the following types of spaces:

• Clinical and patient care units and all related areas to include general, surgical and specialized hospital spaces.

• General or highly specialized Bio-medical research laboratory spaces and all associated support areas to include Bio-Safety Level BSL-2, BSL-3, and BSL-4 laboratories.

• General or highly specialized animal spaces and all associated support areas.

• Current Good Manufacturing Practices (cGMP) rated facilities.

• Office, administrative, public and all associated support areas.

• Interior and exterior utility systems including chiller and steam plants, electrical vaults, etc.

• Utility efficiency upgrades to mechanical, electrical and plumbing systems.

• General Purpose areas such as paving, roofing, building exteriors, hardscaping, etc.

3. Complexity – Special considerations, to include, but not limited to:

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• Physical Security restrictions / limitations / requirements

• Anti-Terrorism / Force Protection (AT / FP) restrictions / requirements

• Special / Interim Life Safety measures

• Construction Risk Assessments

• Occupied space(s) restrictions/ limitations

• Access restrictions

• Off hours working requirements

• Vibration / noise / access limitations

• Hazardous Materials Abatement / Remediation

• Joint Commission requirements (for hospital)

• Special Area restrictions, i.e. infectious or immune compromised areas within a hospital space

3.3.2.2. Factor A – Management Plan

ATTACHMENT No. 2 – PERFORMANCE WORK STATEMENT of the RFP identifies the broad program objectives of the acquisition and provides the Offeror with enough information and detail to structure a sound program, designed to be executable and satisfy the Government’s objectives.

This contract will include key performance measures from the Contractor’s submitted Performance Work Statement which will be used to monitor and manage the contractor’s performance.

The Offeror shall use the Government’s PWS, with other applicable portions of this RFP, as the basis for developing the Offeror’s Management Plan for assuring quality, completeness and timeliness of the work. The plan shall include the following:

1. Offeror’s Performance Work Statement (PWS):

The Offeror’s PWS shall specify in clear, understandable terms, not to exceed ten (10) pages, the services to be performed by the contractor:

a) Define / describe the services that are needed to satisfy the requirements in specific, quantitative terms, including but not limited to:

• Compliance with DTSB’s inspection practices / methodology as described herein.

• Compliance with practices, requirements, documents and/or standards listed herein, including proposed tailoring and/or enhancements.

2. Quality Control (QC) Plan The Offeror shall provide a draft QC plan narrative, not to exceed three (3) pages, describing the Offeror’s plan for assuring all inspections and QA

Rev: 07/05/17 Page 9 of 19 support services provided under the contract meet established performance standards for quality and timeliness, to include:

a) Assuring that all deliverables are prepared and submitted within an acceptable level of completeness (quality) – Turn-over packages, written reports and / or minutes are complete, sufficient and coordinated prior to submission to the Government, thereby minimizing the need for revision due to circumstances within the Contractor’s control.

b) Assuring that reports and/or minutes are timely – i.e. performance turn-around times are met.

[Note – The QC narrative is intended as a brief overview only, not submission of the Offeror’s entire QC Plan. If awarded, the Contractor will be required to submit its QC plan within 14 days of award.]

3. Quality Assurance Surveillance Plan (QASP) The Government shall evaluate the contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan (QASP).

The QASP defines the performance standards and performance measures of deliverables specified in the PWS and indicated in the contract by and between NIH and the Inspection Contractor.

The Government’s Performance Standards are described in SECTION 2 – PERFORMANCE WORK STATEMENT herein.

a) The Offeror shall submit a proposed QASP describing performance standards and surveillance / measurement procedures for the Government’s consideration in development of the Government’s plan. The Offeror’s proposed QASP shall specify:

• All work/services requiring surveillance;

• Performance Standards by which to measure the Contractor’s performance (including any enhancements to the Government’s Performance Standards described in Section C herein)

• Performance Threshold (Minimum acceptable level of service)

• Method of surveillance (how standards will be applied);

• Frequency of Surveillance

[Note - The proposed QASP does not count towards the 50 page Technical Proposal page restriction. They QASP shall be submitted in Section 1a of the Technical Proposal.]

4. Resource Management The contractor must at all times maintain an adequate, qualified workforce for the uninterrupted performance of all tasks defined in the PWS. When hiring

Rev: 07/05/17 Page 10 of 19 personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential.

a) The Offeror shall provide a narrative, not to exceed two (2) pages, describing the Offeror’s proposed Resource Management Plan. The plan shall address the following:

• Approach for determining adequate staffing levels - i.e. basis for assigning an adequate number of qualified resources to successfully execute the work

• Approach for assuring sufficient capacity is available to the project over the life of the contract for the uninterrupted performance of all services.

b) The Offeror shall provide a Project Organization Chart, not to exceed one (1) page, which clearly identifies the names, direct reporting lines, roles and relationships of the project team including any proposed Team Member / Subcontractor personnel.

3.3.2.3. Factor B - Key Personnel

Key Personnel shall be defined as the skilled, experienced professional and/or technical personnel essential for accomplishing the work detailed herein. These individuals are defined as “Key Personnel” and are those persons submitted in the TECHNICAL proposal and whose resumes are marked by the Offeror as “Key Personnel”.

The following individuals are considered to be essential to the work being performed under the contract and shall be designated as Key Personnel:

• Project Manager

• QA Inspector(s)

a. Mechanical

b. Electrical

c. General (Architectural/Structural/Civil)

[Note - The PM Shall be an employee of the Contractor. For Teaming arrangements, the PM shall be an employee of the Prime contractor; for Mentor- Protégé or Small Business Joint Ventures, the PM shall be an employee of the Protégé or managing venturer partner.]

All proposed personnel shall have previous experience in the position for which they are designated, and education and training appropriate to their task assignment.

1. Key Personnel Positions and Qualifications

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a) Project Manager (PM) – The Contractor shall designate a Project Manager (PM) to the contract.

The Contractor PM is the Government's single point of contact and provides all necessary contract and overall project representation for the successful accomplishment of the work.

The Contractor PM is thoroughly familiar with all requirements and schedules.

The PM shall possess the following qualifications:

• Minimum of five (5) years of demonstrable experience in the role, having served as a Program Manager, Project Manager, Supervisor and/or Contract Point of Contact (POC) for the work, responsible for the oversight and direction of the QA project team.

• A minimum of a Bachelor’s degree in Engineering, Architecture or Construction Management, or a related field from an accredited university or, in lieu of a degree, fifteen (15) years of direct construction quality management (CQM) or construction experience.

• Minimum of ten (10) years of experience on projects similar in dollar range, type and complexity to NIH projects, inclusive of the major trades (mechanical, electrical, plumbing, structural and architectural).

• Ability to communicate effectively, orally and in writing.

Experience in preparing correspondence, and maintain official construction site records using computer software compatible with Microsoft Office applications.

• In-depth knowledge of construction practices and workmanship, including experience in proper uses of construction materials and installation methods.

• In-depth experience in interpreting construction drawings and specifications on construction projects.

• Ability and experience in the inspection of materials, workmanship, and construction and installation.

• Knowledge of safety practices in the construction industry, including a background or familiarity with OSHA requirements for construction projects.

As a minimum all QA Inspection personnel working at NIH shall be certified as having successfully completed the OSHA 10-hour General Industry Outreach class or OSHA 10-hour Construction Industry Outreach class. The OSHA 510 Occupational Safety and Health Standards for Construction or the OSHA 511 Occupational Safety and

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Health Standards for General Industry course can be substituted for the 10-hour OSHA class.

[Note – QA Inspection personnel holding higher safety credentials in excess of the OSHA 10-hour will be given higher consideration / preference. Higher credentials include OSHA 30-hour, OSHA 510/511, or OSHA 500/501 certification, Occupational Health and Safety Technician (OHST) certification/Construction Health and Safety Technician (CHST) certification, Associated Safety Professional (ASP), Graduate Safety Professional (GSP), Certified Safety Professional (CSP), and/or Certified Industrial Hygienist (CIH).]

• Current US Army Corps of Engineers or NAVFAC Construction Quality Management Certification is preferred but not mandatory.

[Note – The Project Manager may perform collateral duties of an Inspector.

b) QA Inspector(s) – The Offeror’s QA Inspectors shall be proficient in performing inspections of construction in the major trades including the following disciplines:

1) Mechanical / Plumbing

2) Electrical

3) Architectural/Structural/Civil

QA Inspectors shall possess the following qualifications:

• Bachelor’s degree in Architecture, Engineering, or Construction

Management and seven (7) years of practical construction inspection experience; or, Two year degree, Trade / Vocation School certification, or

Journeyman, Master Tradesman or General Contractor’s License in a building trade or craft and ten (10) years of practical construction inspection experience; or, High School Diploma and fifteen (15) years practical construction inspection experience in a building craft / trade.

• Ability to communicate effectively, orally and in writing.

Experience in preparing correspondence, and maintain official construction site records using computer software compatible with Microsoft Office applications.

• In-depth knowledge of construction practices and workmanship, including experience in proper uses of construction materials and installation methods.

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• In-depth experience in interpreting construction drawings and specifications on construction projects.

• Ability and experience to conduct inspections in their respective trade / discipline (i.e. Mechanical, Electrical, Architectural, etc.)

of materials, workmanship, construction and installations.

• Knowledge of safety practices in the construction industry, including a background or familiarity with OSHA requirements for construction projects.

As a minimum all QA Inspection personnel working at NIH shall be certified as having successfully completed the OSHA 10-hour General Industry Outreach class or OSHA 10-hour Construction Industry Outreach class. The OSHA 510 Occupational Safety and Health Standards for Construction or the OSHA 511 Occupational Safety and Health Standards for General Industry course can be substituted for the 10-hour OSHA class.

[Note – QA Inspection personnel holding higher safety credentials in excess of the OSHA 10-hour will be given higher consideration / preference. Higher credentials include OSHA 30-hour, OSHA 510/511, or OSHA 500/501 certification, Occupational Health and Safety Technician (OHST) certification/Construction Health and Safety Technician (CHST) certification, Associated Safety Professional (ASP), Graduate Safety Professional (GSP), Certified Safety Professional (CSP), and/or Certified Industrial Hygienist (CIH).]

• Current US Army Corps of Engineers or NAVFAC Construction Quality Management Certification is preferred but not mandatory.

2. Key Personnel Submission Requirements

a) Resumes

The Offeror shall submit resumes for each Key Personnel position.

Resumes are limited to one (1) page per position, and shall include:

• Total years of experience; total years with current employer

• Professional education/training; relevant certificates/awards

• Relevant past project experience, to include:

Projects performed within the last ten (10) years in which the proposed individual had a significant role that demonstrates the person’s capabilities relevant to his/her proposed role under this contract. Clearly identify role performed on each project.

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Project title and brief description of each project scope Dollar value and completion date of each project

[Note – Resumes can be submitted in SF330 Section E formats;

templates are available http://www.gsa.gov/portal/forms/type/TOP .

• At a minimum, Key Personnel’s projects shall include:

One (1) Infrastructure construction project (i.e.

demolition, renovation, modification, repair and/or new construction) including interior and exterior utility systems such as chiller and steam plants, electrical vaults, and/or utility efficiency upgrades to mechanical, electrical plumbing systems, etc.

AND

One (1) Bio-medical research laboratory construction project (i.e. demolition, renovation, modification, repair and/or new construction) including General or highly specialized Biosafety Level BSL-2, BSL-3, and BSL-4 laboratories.

[Note – Resumes may include a combination of relevant projects performed over the past 10 years with Key Person’s past and/or present employers.]

b) Key Personnel Working Together Matrix

The Offeror shall provide a matrix, not to exceed one (1) page, demonstrating which of the proposed Key Personnel had worked together on the Offeror’s SIMILAR projects submitted under Factor B – Experience and Core Competencies or other projects.

3.3.2.4. Factor C – Experience and Core Competencies

1. Project Experience The Government is seeking those firms with current and relevant experience similar to the work to be executed under this contract. The Offeror shall provide sufficient information to enable the Government to determine if the Offeror’s Inspection and QA Support services experience is considered current, relevant and similar to NIH’s requirements for complexity, type and size as defined herein.

a) The Offeror shall submit its SIMILAR projects information utilizing the Government’s SIMILAR Project Template. See ATTACHMENT No. 4 -

TECHNICAL PROPOSAL SIMILAR PROJECT TEMPLATE.

http://www.gsa.gov/portal/forms/type/TOP

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b) The Offeror shall submit no less than three (3) and no more than six (6) SIMILAR Projects in progress or completed within the last seven (7) years from the proposal submission due date.

Each SIMILAR Project shall not exceed three (3) pages.

• At a minimum, the SIMILAR Projects shall include:

One (1) Infrastructure construction project (i.e.

demolition, renovation, modification, repair and/or new construction) including interior and exterior utility systems such as chiller and steam plants, electrical vaults, and utility efficiency upgrades to mechanical, electrical and plumbing systems.

AND

One (1) Bio-medical research laboratory construction project (i.e. demolition, renovation, modification, repair and/or new construction) including General or highly specialized Biosafety Level BSL-2, BSL-3, and BSL-4 laboratories.

[Note - The remainder of the Offeror’s other SIMILAR Projects can demonstrate any combination of the remaining types of spaces as defined above.

c) To enable the Government to determine if the Offeror’s experience is similar to the NIH requirement, it is the Offeror’s responsibility to ensure that the SIMILAR project narrative fully describes the QA inspection and support effort, including information such as:

• A brief description of the Project including the facility / infrastructure type, size (square footage) and construction value.

• Types of inspections performed (QA, safety, punchlist, stored items, 3rd party, etc.)

• Construction trades / disciplines involved in the project (i.e.

Architectural, Mechanical, Plumbing, Electrical, Structural, and/or Site).

• Frequency of inspections.

• Special working conditions / restrictions.

• Reporting requirements associated with the inspections.

• QA support services performed, including but not limited to:

verifying record documents & As-builts; evaluating pay applications; and /or providing commissioning, scheduling, shutdown support efforts, if any.

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• Indicate if concurrent inspections of multiple construction projects was a requirement of the contract.

2. Core Competencies:

The Government is seeking those firms with expertise and knowledge in construction practices, means & methods in order to conduct meaningful and thorough QA inspections.

The Offeror shall provide a brief narrative, not to exceed two (2) pages, describing its core services and resource capacity, to include:

a) Description of the firm’s primary business activity - i.e. CQM services, A&E services, Construction, etc.

b) Offeror’s construction inspection capacity including:

• Total number of inspectors on staff;

• Total number of USACE or NAVFAC CQM certified staff, if any;

• Any other professional qualifications of staff relevant to QA inspections.

3.3.2.5. Factor D - Past Performance

The Government will evaluate the Offeror's past performance based on information obtained from Past Performance Questionnaires (see ATTACHMENT No. 5 - TECHNICAL PROPOSAL PAST PERFORMANCE QUESTIONNAIRE), other relevant past performance information obtained from other sources known to the Government, and any information supplied by the Offeror concerning problems encountered on the identified contracts and corrective action taken.

1. Offerors shall complete Part I of the Past Performance Questionnaire for each of the Example Project submitted under SF330 Part I Section F. Note

- It is the Offeror’s responsibility to ensure clear, legible and accurate information.

2. The Offeror shall forward the completed Part I and un-completed Part II of the Past Performance Questionnaire to the customer reference for each of the Example Projects submitted under SF330 Part I Section F.

3. The customer reference shall complete Part II and submit both Part I and Part II directly the Government. All Past Performance Questionnaires must be received by the Contracting Officer on or prior to the proposal submission due date. It is the responsibility of the Offeror to ensure that all Past Performance Questionnaires are received by the Contracting Officer.

[Note - Only Part I of the questionnaire shall be submitted in the Offeror’s SF330 Qualifications submission, under Tabbed SECTION 8: Past Performance Questionnaire Template. Do not submit Part II in your

Rev: 07/05/17 Page 17 of 19 submission. Part II shall be received directly from the Offeror’s reference and not from the Offeror.

4. The Government is not required to contact all references provided by the

Offeror. Also, references other than those identified by the Offeror may be contacted by the Government to obtain additional information that will be used in the evaluation of the Offeror's past performance.

3.3.3. BUSINESS PROPOSAL INSTRUCTIONS

The Business Proposal shall be in strict conformance with the outline structure for Price Evaluations in ATTACHMENT No. 6 – EVALUATION FACTORS FOR AWARD. The narratives and associated information/data shall be in sufficient detail to allow evaluation by the Government against the Pricing Evaluation factors.

1. Proposal Cost Summary The business proposal must contain sufficient information to allow the Government to perform a basic analysis of the proposed cost or price of the work.

Offeror shall submit complete pricing information utilizing the Government’s Proposal Summary of Prices and Pricing Schedule Backup Worksheet templates (provided in a Microsoft Excel format). See ATTACHMENT No. 1 -

BUSINESS PROPOSAL QA INSPECTION SERVICES PRICING

TEMPLATES. The Offeror shall submit pricing information inclusive of burdened labor, material, and subcontractor costs, overheads, and profit.

2. Indirect Cost Worksheet for G&A and Overhead Offeror shall provide Indirect Cost calculations for determining General and Administrative (G&A) and Overhead rates (see ATTACHMENT No. 8 -

INDIRECT COST WORKSHEET).

3. Other Pricing and Supporting Financial Information

a) Financial Capacity The Offeror shall indicate if it has the necessary financial capacity, working capital, and other resources to perform the contract without assistance from any outside source. If not, indicate the amount required and the anticipated source.

Status of Line of Credit:

[ ] Yes, the Offeror has a Line of Credit of ___________ and the amount outstanding (owed) is zero.

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[ ] Yes, the Offeror has a Line of Credit of ___________ and the amount currently outstanding is

[ ] No, the Offeror does not have a Line of Credit.

b) Audited / Unaudited Financial Statements A copy of the organization's annual report must be submitted as part of the business proposal. Offeror shall submit Audited or Un-Audited Financial Statements for the last two (2) calendar years.

[Note - Joint Venture (JV) shall submit the respective JV partner’s organization's Audited or Un-Audited Financial Statements for the last two (2) calendar years.

c) Bankruptcy Protection:

Has the firm ever considered filing for bankruptcy protection during the past 3 years or is currently considering filing for bankruptcy protection.

[ ] Yes, the Organization has considered filing bankruptcy in the past 3 years.

[ ] Yes the Organization is currently considering filing for bankruptcy.

[ ] No, the Organization is not currently considering nor has it considered filing for bankruptcy in the past three years.

d) Outstanding Lawsuits:

Yes No

[ ] [ ] Does the Offeror have any outstanding lawsuits or legal actions against it?

[ ] [ ] If the Offeror has outstanding lawsuits, does it appear the legal action could have a significant financial / operational impact on the Organization?

4. Other Administrative Attachments and Supporting Information

a) Offeror shall complete the Disclosure of Lobbying Activities, OMB Form

SF-LLL (see ATTACHMENT No. 9 – BUSINESS PROPOSAL

DISCLOSURE OF LOBBYING ACTIVITIES, OMB FORM SF-LLL).

b) Offeror shall complete Offeror’s Point of Contact Form (see ATTACHMENT No. 10 – BUSINESS PROPOSAL OFFEROR’S

POINT OF CONTACT).

c) Offeror’s signed Confidentially Non-Disclosure Certification form for all personnel to be engaged on the contract (see ATTACHMENT No. 11

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– BUSINESS PROPOSAL OFFEROR’S CONFIDENTIALLY NON-

DISCLOSURE CERTIFICATION).

d) Offeror shall complete Offeror’s portion of SF1449 (see ATTACHMENT No. 16 – SF1449).

(End of SECTION 3 – INSTRUCTIONS TO OFFERORS)