Amendment_1_-_HR_Services_IDIQ.pdf

NSN 7540-01-152-8070 STANDARD FORM 30. (Rev. 10-83) Previous Edition unusable Prescribed by GSA FAR (48 CFR) 53.243

Page of Pages AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT 1. Contract ID Code

2. AMENDMENT MODIFICATION NO. 3. EFFECTIVE DATE 4. REQUISITION/PURCHASE REQ. NO. 5. PROJECT NO. (if applicable)

6. ISSUED BY CODE 7. ADMINISTERED BY (If other than item 6) CODE

(x) 9A. AMENDMENT OF SOLICITATION NO.

9B. DATED (SEE ITEM 11)

10A. MODIFICATION OF CONTRACT/ORDER NO.

8. NAME AND ADDRESS OF CONTRACTOR (NO., Street, Country, State and ZIP Code)

CODE FACILITY CODE

10B. DATED (SEE ITEM 13)

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

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

Offers 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 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 OR OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment your 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 ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

Check One

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)

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)

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

15B. CONTRACTOR/OFFEROR 16B. UNITED STATES OF AMERICA

(Signature of person authorized to sign)

15C. DATE SIGNED

(Signature of Contracting Officer)

16C. DATE SIGNED

Table of Contents

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SECTION L INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L. 1 Instructions to Offerors Amended

SECTION M EVALUATION FACTORS FOR AWARD

M. 1 Evaluation Criteria Amended

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SECTION L

INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L. 1 Instructions to Offerors Amended

L.1 PROPOSAL DUE DATE

The proposals are due on September 5th, 2017at 12:00 pm Eastern Standard Time.

L.2 QUESTIONS CONCERNING THE SOLICITATION

Questions/inquires for information about any aspect of the solicitation shall be submitted to the Contracting

Officer (CO) Patrick McFarlane at McFarlane.Patrick@pbgc.gov and Joel Gerlach at Gerlach.Joel@pbgc.gov no later than August 28th, 2017 by 4:00 pm Eastern Standard Time. Responses to all inquiries/questions will be published by amendment to the solicitation. Answers to inquiries / questions will be provided to all

Offerors, giving regard to the proper protection of proprietary information. No information concerning this solicitation will be provided in response telephone calls.

Prospective Offerors are warned against contacting any PBGC personnel outside of the Procurement

Department prior to award of a Contract resulting from this solicitation. If such contact occurs and is found to be prejudicial to competing Offerors, the Offeror making such contact may be excluded from award consideration.

Prospective Offerors are instructed to submit their questions using the following template in Microsoft Excel.

Question No.

RFP Document or

Attached Reference (or state "General")

Paragraph

No.

Offeror Question

L.3 PROPOSAL SUBMISSION INSTRUCTIONS

Proposals shall be submitted in electronic format only via email to Patrick McFarlane at

McFarlane.Patrick@pbgc.gov and Joel Gerlach at Gerlach.Joel@pbgc.gov no later than September 5th, 2017 at 12:00pm Eastern Standard Time.

The proposal shall use the specific format below. These directions assist in providing a fair and equitable evaluation of all proposals. The Government may determine those proposals not following the directions to be unacceptable and may reject such proposals from further consideration.

a. 8.5 by 11 inch paper

b. 12 point print or larger, Times New Roman style font

c. 1” margin at the top, bottom and both sides of each page

d. all pages single spaced

e. every page sequentially numbered; and

f. page numbers shall be centered in the bottom margin The Government may determine proposals that fail to adhere to proposal submission format as non-compliant and may remove such proposals from further consideration.

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It is incumbent upon the Offeror to ensure that all information pertaining to each evaluation factor is explicitly stated within its proposal as the Government will not assume that the Offeror possess any capability, understanding, or commitment not clearly described within the proposal.

L.4 LETTER OF TRANSMITTAL

The proposal shall be accompanied by a cover letter (letter of transmittal) prepared on the company’s letterhead stationary. The letter of transmittal shall identify all enclosures being transmitted as well as a table of contents for all volumes. Additionally, the letter of transmittal shall include;

The solicitation number;

The name, address, and telephone and facsimile numbers of the Offeror (and electronic address if available);

A statement specifying the extent of agreement with all terms, conditions, and provisions included in the solicitation; and

Name, title, and signature of person(s) authorized to sign the proposal and bind the Offeror to a contractual agreement.

L.5 EXPENSES RELATED TO PROPOSAL SUBMISSION

The Government is not liable for any costs incurred by any Offerors in submitting proposals in response to this solicitation.

L.6 PROPOSAL PREPARATION INSTRUCTIONS

The Offeror shall present a proposal in a clear, concise manner and in understandable terms. Offerors are advised not to make generalized statement such as “the Offeror understands and will comply with the requirement,” “standard procedures will be used,” “well known techniques will be used,” “best known practices,” or statements that paraphrase the solicitation in whole or in part.

L.7 PAGE LIMITS

Offeror shall furnish the proposal in three (3) separate volumes. The individual volumes, required content, and pages limitations are detailed below. Pricing information shall only be submitted in Volume III. Any proposal that contains pricing information in Volume I or Volume II may be rejected and removed from further consideration.

PROPOSAL VOLUME PAGE LIMIT

(including diagrams)

Volume I: Technical Proposal 35 Pages

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Factor 1: Technical Approach

Factor 2: Staffing Approach

The following are excluded from the Volume I page limitation count: cover page, table of contents, cover letter.

Volume II: Past Performance 6 Pages

Factor 3: Past Performance 2 pages per past performance reference

Volume III: Price Proposal No Page Limit

Factor 4: Price

L.8 PROPOSAL INSTRUCTIONS

L.8.1 Volume I: Technical Proposal

Factor 1 - Technical Approach

The Offeror’s technical approach shall describe an approach to accomplish the requirements set forth in the

Performance Work Statement (PWS). The Offeror’s proposal must contain a Work Breakdown Structure

(WBS) with a matrix that clearly matches the Offeror’s WBS to the requirements of the PWS. The Offeror’s technical approach must convey a complete and comprehensive understanding of the PWS and demonstrate how work will be performed.

The Offeror shall provide a quality assurance plan to accomplish the required standards defined in the

Performance Requirements Summary (PRS).

The Offeror shall provide a transition plan that describes an approach to transition in between the incumbent contractor and PBGC Federal staff to assure minimum disruption. The transition plan shall also describe an approach to accomplish an orderly and efficient transition to a successor contractor and/or

PBGC Federal staff.

Factor 2 – Management Approach

The Offeror shall describe a management approach to effectively staff for the delivery of the requirements of this solicitation to include but not limited to: staffing, recruiting, staff training, staff retention, back-filling open positions.

The Offeror’s Staffing Approach shall addresses the following:

Assigning work and managing personnel (including subcontractors), to include staffing capabilities for additional / back-up personnel to ensure uninterrupted, timely, and high quality service.

Processes and procedure for staffing certified, trained personnel that meet the qualifications outlined in Section H of this solicitation.

The availability of qualified staff and their availability to work as proposed. For example, the availability of qualified personnel currently employed by the Company, personnel planning to join the

Company, sub-contract personnel, or other arrangements.

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L.8.2 Volume II: Past Performance

Factor 3 - Past Performance

The Offeror shall provide three (3) references which clearly describe the Offeror’s experience providing human resources services to federal and/or public/private organizations. At least two references must be

Federal Government agencies.

Each past performance reference should include the following information:

Past Performance Information

Project Title

Name of Agency

Contract No./Task Order No.

Government Agency / Organization

Total Contract Value & Contract Type

Period of Performance

Current Status e.g. Completed, In Progress

POC Name

POC Phone No.

POC Email

Contracting Officer Name

Contracting Officer Phone No.

Contracting Officer Email

The Offeror shall include the following information for each of the past performance reference responses:

Description – The Offeror shall describe the scope of work performed on the past performance reference.

Relevance to the PWS – The Offeror shall describe the relevance of the past performance reference to the

PWS of this solicitation.

Performance – The Offeror shall describe its performance on the past performance reference.

Past Performance Questionnaire – The Offeror shall send the attached Past Performance Questionnaire, Attachment 3, to the past performance reference point of contact, to be completed and delivered directly to the PBGC Contracting Officer no later than the proposal due date. NO QUESTIONAIRES WILL BE

CONSIDERED RECEIVED BY THE OFFEROR. QUESTIONNAIRES SHALL ONLY BE

SUBMITTED BY THE PAST PERFORMANCE REFERENCE DIRECTLY TO THE PBGC

CONTRACTING OFFICER.

The three references provided shall demonstrate the following:

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1. Technical/ Quality of Service

2. Cost Control

3. Schedule/ Timeliness

4. Management or Business Relations

5. Customer Satisfaction

L.8.3 Volume III: Price Proposal

Factor 4: Price

The Offeror’s Price Proposal shall include the following content:

Failure to provide any of the following may result in a determination that the proposal is non-responsive and may be removed from consideration for award.

The Offeror shall provide their equivalent (proposed) labor category and fully burdened hourly rates for all labor categories identified in Section B for the Base Period and all Option Periods. Failure to provide pricing for every labor category will result in the Offeror’s proposal being deemed non-compliant and will not be eligible for further evaluation and award. The hourly rate for each labor category shall be fully burdened (include direct labor, all indirect costs and profit).

The Offeror shall provide the fully completed Pricing Workbook, Attachment 2 of this solicitation.

The Offeror shall provide a labor category description of all Offeror’s proposed labor categories so the Government can match up the requirements of this solicitation, Section H, with the Offeror proposed labor category. If, no alternate labor category is proposed, the Offeror shall enter “N/A” in the Pricing Evaluation Workbook under the Contractor Proposed Labor Category column.

The Offeror shall clearly state that it accepts all terms and conditions of the solicitation and that the proposal is valid for not less than 180 days

The Offeror shall provide signed copies of the Standard Form (SF) 1449 and the SF 30(s) of any amendments that may be issued to this solicitation. The individual signing the forms shall have the authority to commit the Offeror to all of the provisions of the proposal, fully recognizing that the

Government has the right, by terms of the solicitation, to make an award without further discussions.

The Offeror shall provide the completed representation and certifications.

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SECTION M

EVALUATION FACTORS FOR AWARD

M. 1 Evaluation Criteria Amended

M.1 BASIS FOR AWARD

The Government intends to make a single IDIQ award to the responsible Offeror whose proposal, conforming to the solicitation, represent the best value to the Government, all evaluation factors considered.

Best Value allow for tradeoffs among price and non-price factors that results in the most advantageous acquisition decision for PBGC.

The PBGC may make a determination to award a contract to other than the highest technically rated proposal, or other than the lowest evaluated priced proposal. The PBGC will make trade-offs between non-price and price factors, which may result in a determination that a superior technical solution merits a higher price. The award decision will be based on an assessment of the proposal’s relative capability as measured against the evaluation factors identified in this Section.

M.2 AWARD SELECTION

Offers will be evaluated on the following areas:

Factor 1 – Technical Approach

Factor 2 – Management Approach

Factor 3 – Past Performance

Factor 4 – Price

M.3 RELATIVE ORDER OF IMPORTANCE

The evaluation factors are listed in descending order of importance.

Factor 1, Technical Approach is more important than Factor 2, Management Approach.

Factor 2, Management Approach is more important than Factor 3, Past Performance.

Factor 3 Past Performance is more important that Factor 4, Price.

When combined, the non-price factors are significantly more important than Price. However, Factor 4, Price becomes increasingly more important as technical merit becomes more equal. In the event proposals are evaluated as technically equal, price will become more important in selecting the successful Offeror.

M.4 EVALUATION FACTORS

The Government will evaluate IDIQ proposal(s) in accordance with the following evaluation factors, and shall assign an adjectival rating to each factor.

M.4.1 FACTOR 1: TECHNICAL APPROACH

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The Offeror’s Technical Approach will be evaluated to determine the extent to which the technical approach and Work Breakdown Structure (WBS) demonstrates the Offeror’s understanding of the work to be performed and their ability to meet the requirements of the PWS.

M.4.2 FACTOR 2: MANAGEMENT APPROACH

The Offeror’s Management Approach will be evaluated to determine the extent to which the Offeror demonstrates effective management practices, staffing approach, recruiting efforts, staff retention, and replacing staff vacancies.

The Offeror’s Staffing Approach will be evaluated to determine the extent to which the Offeror demonstrates effective work assignments, staffing certified, trained personnel, and availability of qualified staff.

M.4.3 FACTOR 3: PAST PERFORMANCE

Past Performance will be evaluated to determine the extent to which the Offeror’s past performance demonstrates recent and relevant experience of work similar in size and scope likely to result in satisfactory performance in delivery of services.

The Offeror’s past performance will be evaluated using the following criteria:

Recency The Offeror’s past performance submission(s) will be evaluated to determine the extent to which the effort was performed within the last three (3) years.

Relevancy The Offeror’s past performance submission(s) will be evaluated to determine the extent to which the effort is the same scope, magnitude, and complexity this solicitation requires. Relevancy also takes into account the period of performance.

Quality The Offeror’s past performance submission(s) will be evaluated to determine the extent to which the effort demonstrates:

• Quality of products and services.

• Cost control

• Timeliness of performance.

• Business relations, including problem resolution.

• Customer satisfaction.

The PBGC will evaluate the proposed Past Performance Information (PPI) based upon information received from the prospective Offeror’s reference responses to the Past Performance Questionnaires, and from any other reliable source available to the PBGC; sources such as an official past performance database and/or other Government and local agencies (e.g., CPARS, FAPIIS, etc.).

Offeror’s without a record of relevant past performance or for who information on past performance is not available, may not be evaluated favorably or unfavorably on past performance.

Thus, Offerors without a record of relevant past performance will be given a neutral rating.

M.4.4 FACTOR 4: PRICE

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Price proposals will not be point scored, assigned a numerical weight, nor adjectivally rated. While price has no numerical weight or adjectival rating, it is a criterion in the overall evaluation.

The Offeror’s completed pricing workbook will be used to evaluate total price to include base plus all option periods. The Government shall use the pricing workbook along with the pricing schedule in Section B for price analysis to determine whether the proposed prices are fair and reasonable.

The PBGC may determine that a proposal is unacceptable if the option prices are significantly unbalanced.

Evaluation of the option periods does not obligate the Government to exercise the option.

M.4.5 AWARD ON INITIAL PROPOSALS

The PBGC intends to make award(s) without discussion; however, reserves the right to open discussion if determined to be in the best interest of the Government.

Descript: The purpose of this amendment is to remove WBS requirement from Sections L and M.

Updated Sections L and M attached.

PROCUREMENT DEPARTMENT

1225 I STREET NW

WASHINGTON DC 20005-4026