Attachment_B_-_Quote_Content_and_Format.docx

ATTACHMENT B - Quote Content and Format

To Combined Synopsis/Solicitation for Chart of Accounts Redesign

1.0 Quote Format

This document provides general guidance for preparing quotes as well as specific instructions on the format of the quote. The quote must include all data and information requested in this document and must be submitted in accordance with these instructions. Non-conformance with these instructions may result in an unfavorable quote evaluation. The Contracting Officer will promptly notify bidder of any decision to exclude them from the competition, whereupon the bidder may request a brief explanation of the decision.

The quote shall be clear, concise, and shall include sufficient detail for effective evaluation and for substantiating the validity of stated claims. The quote should not simply rephrase or restate the Government’s requirements, but rather shall provide convincing rationale to address how the bidder intends to meet these requirements. The bidder shall assume that the Government has no prior knowledge of their capabilities and experience and will base its evaluation on the information presented in the designated section of the bidder’s quote and other official outside sources.

1.1 Submission of Electronic Quotes

Quotes shall be submitted via e-mail to George.sullivan@opic.gov by 5:00PM EDT on Friday, 18 November 2016. The Government reserves the right to decide whether to accept a quote received after the response date, depending on the circumstances surrounding the late submission and the time difference between the solicitation deadline date and the time the quote was actually received.

1.2 Length of Validity

The bidder shall make a clear statement in the quote documentation that the quote can be considered valid for one hundred twenty (120) calendar days. In compliance with FAR Subpart 4.8, the Government will retain one copy of all quotes. Unless the bidder requests otherwise, the Government will destroy extra copies of quotes.

1.3 Appropriate Markings

Be sure to apply all appropriate markings including those prescribed in accordance with Restriction on Disclosure and Use of Data, and 3.104-4, Disclosure, Protection, and Marking of Contractor Bid or Quote Information and Source Selection Information.

1.4 Document Format Instructions

Elaborate brochures or documentation, binding, detailed artwork, or other embellishments are unnecessary and not desired.

Page size (for text sections of the quote) shall be 8.5 x 11 inches, not to include foldouts. Text size shall be no less than 12-point font, Times New Roman. Pages shall be single spaced and use at least 1-inch margins on the top and bottom and 3/4 inch side margins. Pages shall be numbered sequentially by volume. Legible tables, charts, graphs, and figures shall be used wherever practical to depict organizations, systems and layout, implementation schedules, and plans. These displays shall be clear, legible, and shall not exceed 11 x 17 inches in size.

1.5 Page Limitations

Page limitations shall be treated as maximums. If exceeded, the excess pages will not be read or considered in the evaluation of the quote.

Technical Volume

Resumes/Past Performance Annex

1.6 Evaluation of Quotes

The Government intends to review all factors in making a best value selection. Quotes will be evaluated in accordance with the Evaluation Criteria listed under FAR clause 52.212-2 in the combined synopsis/solicitation document. After all quotes have been evaluated, a contract may be awarded to the bidder whose quote presents the best value based upon an assessment of the factors detailed in the Evaluation Criteria, tradeoffs considered.

1.7 Questions

If a bidder believes the requirements in these instructions lack clarity or contain an error, omission, discrepancy, or are unsound, the bidder shall immediately contact the Contracting Officer in writing with supporting rationale. Government responses will be posted to FedBizOpps for access by all bidders. The Contracting Officer, Mr. George Sullivan, is the sole point of contact for this acquisition. Address any questions or concerns to him via e-mail only at george.sullivan@opic.gov NLT 14 November 2016, 5:00PM EDT. No questions will be accepted or answered over telephone.

2.0 Quote Content

The quote shall include the following volumes:

· Affirmative assertions required in Section 3.0 below

· Management Approach

· Technical Approach

· Implementation Plan and Schedule

· Key personnel and their job functions

· Performance Work Statement

· Signed confirmation of availability letters

· Relevant Fact sheets containing past performance history

· Payment schedule

· Conditions for receipt of early completion incentive payment and amount of payment

· Definition of done to be used as Government acceptance criteria

· Explanation of assumptions and rationale underlying cost elements

· A percentage based breakdown of the skill mix envisioned to accomplish this effort

· Plan for mitigating actual or potential OCIs

2.1 Technical Volume

Technical capability will be assessed based on information presented by the bidder in the technical volume. The technical volume shall contain the following sections that will address the bidder’s experience with and ability to perform the work detailed in the PWS the bidder shall provide as required by Attachment A – Statement Of Objectives:

1. Relevant Corporate Experience: A summary of similar work the bidder has performed or is performing, with emphasis places on support to small US Govt federal agencies, if applicable

2. Management approach: An explanation of how your company managed or is managing similar efforts in the past, including but not limited to any relevant workflow processes, compliance with federal law, regulation and policy, etc.

3. Technical approach: An explanation of the technical approach the bidder will employ to deliver this service.

4. Key personnel and their job functions

5. Performance Work Statement that addresses how all objectives in Attachment A will be met.

The bidders shall submit the résumés for the individuals who would perform the work described in the PWS.

The résumés submitted shall, at a minimum, contain the following information, organized according to the following categories:

· Name

· Current Location (city and state, or city and country only – not full address)

· Professional Title, if applicable

· Technical function under which this individual is being proposed

· Academic credentials:

· Specific degree earned and date receive

· Full name of the academic institution from which the degree was earned

· Location of academic institution if not apparent from the institution’s name

· Professional certifications (with title and year)

· Full Professional Experience: All full-time professional work experience organized chronologically (starting with the most recent), by company/organization and the date range worked at each company/organization (e.g. 2/2001 to 12/2005)

· Relevant experience: Cite specific (e.g., 19xx-19xx, 19xx-20xx) and total number of years spent working on projects or in a professional capacity that is directly relevant to the work to be performed on this contract.

2.2.2 Signed Confirmation Letters

Bidders shall submit letters signed personally by the persons whose résumés were submitted in which those persons affirmatively declare they are willing and able to undergo a background investigation for, at the least, a public trust clearance and also will be able and willing to begin supporting OPIC upon the award of this contract.

2.2.3 Relevant Fact Sheets

Bidders shall submit at least one but nor more than six Relevant Fact Sheet (See template at Attachment C – Relevant Fact Sheet) that detail experience and references on relevant prior or current contracts. Experience successfully performing FFP contracts requiring large software design or redesign deliverables under tight, immutable deadlines, if such experience is possessed, would be particularly relevant. By submitting a quote, the bidder consents to the Government contacting any references provided in the Relevant Fact Sheet(s), as well as any other individuals or firms not mentioned specifically in the relevant fact sheets which may be able to provide relevant past performance information. Each Relevant Fact Sheet shall be no longer than 2 pages and contain at a minimum the information required in the template provided in Attachment C. Relevant facts sheets will be reviewed by the Government as part of its assessment of Factor II – Past Performance.

2.3 Cost/Price Volume

Bidders shall submit a price for full delivery of the Chart of Accounts redesign, broken down by cost element. In addition, the cost/price volume shall contain an explanation of the assumptions and rationale underlying the individual cost elements, as well as a percentage-based breakdown of the skill mix envisioned to accomplish this effort. Bidders shall include in their price quote one or more incentive payment(s) based on early completion (e.g incentive payment equal $X paid if for each period of X amount of time prior to contract delivery date that redesign is delivered and formal Government acceptance received).

"The terms and conditions in the solicitation are acceptable to be included in the award document without modification, deletion, or addition."

OR

"The terms and conditions in the solicitation are acceptable to be included in the award document with the exception, deletion, or addition of the following:"

Bidders shall list exception(s) and rationale for the exception(s).

3.2 Bidders must also indicate whether their responses contain proprietary information and mark their quotes accordingly.

3.3 Bidders must indicate their quote is valid for at least 120 days from the date of submittal.