Proposal Evaluation Criteria International SOS.docx

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USDA Forest Service - Comprehensive Information, Medical & Security Assistance Support Services for International Travelers
Solicitation number
12318725SS_JB0001
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This document is a proposal evaluation criteria file for a USDA Forest Service solicitation for comprehensive international medical and security assistance services. The evaluation factors are weighted with non-cost factors being significantly more important than cost, arranged in descending order of importance.

The technical evaluation includes mandatory requirements for medical support/evacuation services, security services, and information services. Key requirements include 24/7 access to medical facilities and air ambulances, security evacuation assistance, web-based resources, and automated enrollment systems compatible with ETS2 and Salesforce. Management factors include emergency contact card issuance, coverage enrollment systems, past performance (requiring 3 years of similar contract experience), and key personnel (requiring a project manager with 5+ years of international SOS experience). The document details specific rating systems including Go/No-Go criteria, adjectival ratings (Exceptional to Unsatisfactory), technical confidence ratings, past performance ratings, and performance confidence assessments.

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US Department of Agriculture (USDA)

Proposal Evaluation Criteria

Contents

Section 1: Evaluation Methodology3
1.1 Methodology3
Section 2: Evaluation Factors3
2.1: Technical Factors3
Subfactor 2.1a: Medical Support and Evacuation Services: Mandatory3
Subfactor 2.1b: Security Services and Evacuations: Mandatory3
Subfactor 2.1d: Information Services: Mandatory4
2.2: Management Factors4
Subfactor 2.2a: Enrollment - Emergency Contact Cards: Mandatory4
Subfactor 2.2b: Past Performance4
Subfactor 2.2c: Key Personnel5
Subfactor 2.2d: Cost/Price5
Section 3: Definitions5
1.1Go/No Go Ratings5
1.2Adjectival Ratings6
1.3Technical Confidence Rating6
1.4Past Performance Confidence6
1.5Performance Confidence Assessment7
1.6Quote/Proposal Metrics7

Evaluation documentation must clearly summarize and justify evaluation results. Ensure that the documentation can lead to a logical best value decision. Including a cost/price factor is a requirement of FAR 15.304. If using a trade-off process, describe the evaluation factors and their relationship to the goals of the procurement.

Section 1: Evaluation Methodology All evaluation factors other than cost or price, when combined, are significantly more important than cost or price. The evaluation factors are in descending order of importance.

1.1 Methodology

The proposal will be reviewed utilizing adjectival ratings systems (defined below).

Section 2: Evaluation Factors The award decision is based on evaluation factors and significant subfactors that are tailored to the acquisition. The government will make award to the responsible offeror whose offer conforms to the solicitation and represents the best value to the government, cost and non-cost factors listed below will be considered. For this solicitation, the factors other than cost are significantly more important than cost.

2.1: Technical Factors The offeror must demonstrate they are able to secure, provide and meet the following mandatory technical requirements:

Subfactor 2.1a: Medical Support and Evacuation Services: Mandatory

· Identification of reliable health care providers in foreign countries which meet U.S. standards and advisory services.

· Access to its own (owned or contracted) medical clinics or medical providers that meet the standards for U.S. health care providers and its own fleet of air ambulances for locations where these standards cannot be met by local providers.

· Assistance with transport, intake, admissions and monitoring during a medical emergency.

· Logistical and operational management and support for medical evacuations and repatriation – includes payments to providers in remote locations that the U.S. Government may not be able to make in an expeditious manner. Note: If the vendor provides payments for specific medical costs to providers in remote locations, when requested by the Forest Service, a modification to the contract will be required to be executed to cover those costs.

· Translation and interpretation services, as necessary

· Dispatch of medications and supplies, as necessary (lost/stolen/unavailable meds)

· Escort services as required for the sustained care of a patient during transit.

· Repatriation of mortal remains in the event of a death abroad.

Evaluation Criteria/Methodology: Adjectival Rating

Subfactor 2.1b: Security Services and Evacuations: Mandatory

· Communication assistance – 24/7 access to a crisis center or incident command center and case manager in the event of a security related concern – disasters (natural, political, etc.)

· Coordination of information and logistics for support and evacuations with all U.S. Government agencies involved.

· Security evacuation assistance

· Case management documentation system to track and report out on all support activities in after action reviews.

· Detailed after-action reports provided to Agency on complex cases. General annual summary of type or general description, complexity, regional, and country location of all activated cases.

Evaluation Criteria/Methodology: Adjectival Rating

Subfactor 2.1c: Information Services: Mandatory

· Communication systems and facilitation, as well as information collection and dissemination. Includes compilation and distribution of multiple sources of information relevant to safety, security and health while traveling internationally. Multiple media approaches to exchanging and disseminating information.

· Website and mobile application site that include up-to-the-minute information, updates and alerts on security and medical concerns for travelers that can be accessed by travelers, USFS staff, and family members prior to the departure and during the trip so travelers may make the most well-informed decisions possible and take all appropriate precautions and actions to ensure they safety and health.

· Customized web pages and links that allow for the consolidation of information and increased efficiency. Customized pages and links with information specific to USFS procedures shall be readily available alongside the information provided by the vendor on their services webpage. Email alert notification systems to serve travelers, personnel in International Programs and supervisors of TDY travelers.

· Telephone, mobile application and Web-based Resources at the touch of a button to gain access to further support (contact information for Embassies, USFS Key Personnel, hospitals, health care facilities, emergency numbers, etc.) Forest Service will provide the vendor with the USFS Key Personnel information.

· Command Centers and staff available 24/7 around the globe to manage inquiries and manage responses.

· Annual training for users and administrators on how to maximize use of websites, mobile applications and support personnel at call centers. Annual training will also describe and distinguish services that are automatically covered and available, services that may be activated, and services that require modification to cover additional costs.

Evaluation Criteria/Methodology: Adjectival Rating

2.2: Management Factors

Subfactor 2.2a: Enrollment - Emergency Contact Cards: Mandatory

· Automatic issuance of information cards and/or other information pamphlets that can be carried by travelers. The cards shall list all relevant emergency contact numbers and procedures in the event of an emergency to facilitate and expedite communication for either the traveler, or someone else providing assistance in the event the traveler is unable to communicate.

· Travelers shall not be excluded from enrollment for any purpose (age, pre-existing health conditions, etc.)

Evaluation Criteria/Methodology: Adjectival Rating

Subfactor 2.2b: Enrollment - Coverage: Mandatory

· The issuance of coverage must be automated, and the contractor must have a system that is compatible with the Government’s travel system (ETS2) and SalesForce. Trips will be entered by travelers and approved by supervisors in Government’s travel system (ETS2), once approved the trip information should automatically feed into the contractor’s system and enrollment will be complete. For travel booked outside for the Government’s travel system, trip details will be entered into SalesForce and then pushed to the contractor’s system for enrollment to be complete.

Evaluation Criteria/Methodology: Go/No Go

Subfactor 2.2c: Past Performance

Submission Requirements: This factor is met when the offeror provides evidence of past performance conducted on projects of similar scope and must provide a list of all similar contracts completed or begun during the past three years. Include the following information for each contract:

· Name of Contract

· Contract Number

· Total Contract Value

· Completion Date, or stage of completion if still in progress

· Contractor’s Officers Name, address telephone

· Name of any company if you subcontracted out this work, or if you acted as a subcontractor.

· Project location

· Whether the project was completed timely

NOTE: In the case where an offeror lacks Past Performance experience, the offeror will not be evaluated either favorably or unfavorably in this area but will receive a neutral rating in the area of past performance. (FAR 15. 305).

Ratings will be based on: Relevancy, Recency (to be defined in the solicitation, not using FAR terms and definitions), Quality defined in: FAR 42.1503.

Evaluation Criteria/Methodology: Adjectival Rating

Subfactor 2.2d: Key Personnel

Submission Requirements: The offeror shall provide a program manager that meets the following requirements:

The Contractor shall assign to this contract the following key personnel: Project Manager. The Project manager must meet the criteria below.

· Must have at least five years of experience working or providing international SOS medical and evacuation services and have experience working with federal government international travelers.

· Must submit a resume.

Evaluation Criteria/Methodology: Adjectival Rating Subfactor 2.2e: Cost/Price For this solicitation, the factors other than cost are significantly more important than cost. However, an analysis of the proposed price will be conducted to determine its reasonableness to the government.

Section 3: Definitions

1.1 Go/No Go Ratings

The term “Pass/Fail” will not be utilized in any rating; instead “Go/No Go” will be utilized. When Go/No Go ratings are utilized the following sentence shall appear in the request “Specifically, for a vendor to be considered for an award, the proposed solution must meet the minimum technical criteria listed.”

1.2 Adjectival Ratings

Adjectival Rating
Definition
Exceptional
Quote/Offer contains no deficiencies and fully addresses all aspects of the criteria and demonstrates an excellent approach/solution and understanding of the requirements. Many strengths exist, far outweighing any weaknesses. The highest quality of contract performance is anticipated with very low risk.
Very Good
Quote/Offer contains no deficiencies; fully addresses all aspects of the criteria and demonstrates a very effective approach/solution and understanding of the requirements. Some weaknesses may exist; however, the weaknesses, if any, are outweighed by strengths. A high quality of contract performance is anticipated with low risk.
Satisfactory
Quote/Offer contains no deficiencies; addresses all aspects of the criteria and demonstrates an adequate approach/solution and understanding of the requirements. Strengths and weaknesses are offsetting or will have little or no impact on contract performance. A quality contract performance is anticipated with an acceptable amount of risk.
Marginal
Quote/Offer may contain deficiencies; fails to address all of the criteria and does not demonstrate an adequate approach/solution or understanding of the requirements. One or more weaknesses exist which are not offset by strengths. Contract performance is anticipated with high risk.
Unsatisfactory
Quote/Offer contains many deficiencies and does not address all aspects of the criteria and/or does not present evidence demonstrating an adequate approach/solution and understanding of the requirements. Many weaknesses and/or omissions exist creating an unacceptable risk.

1.3 Technical Confidence Rating

Confidence Rating
Definition

High Confidence (Low Risk) The Government has high confidence the vendor understands the requirement, proposes a sound approach, and will be successful in performing the contract with little or no Government intervention.

Some Confidence (Moderate Risk) The Government has some confidence the vendor understands the requirement, proposes a sound approach, and will be successful in performing the contract with some Government intervention.

Low Confidence (High Risk) The Government has low confidence the vendor understands the requirement, proposes a sound approach, or will be successful in performing the contract even with Government intervention.

1.4 Past Performance Confidence

Rating
Description
Relevant
Past/present performance effort involved much of the similarity, magnitude of effort and complexities this solicitation requires.

Somewhat Relevant Past/present performance effort involved some of the similarity, magnitude of effort and complexities this solicitation requires.

Not Relevant Past/present performance effort did not involve any of the similarity, magnitude of effort and complexities this solicitation required.

1.5 Performance Confidence Assessment

Rating
Description
Substantial Confidence
Based on the offeror’s performance record, the government has a high expectation that the offeror will successfully perform the required effort.
Satisfactory Confidence
Based on the offeror’s performance record, the government has an expectation that the offeror will successfully perform the required effort.
Limited Confidence
Based on the offeror’s performance record, the government has a low expectation that the offeror will successfully perform the required effort.
No Confidence
Based on the offeror’s performance record, the government has no expectation that the offeror will be able to successfully perform the required effort.
Unknown Confidence
No performance record is identifiable, or the offeror’s performance record is so sparse that no confidence assessment rating can be reasonably assigned.

1.6 Quote/Proposal Metrics

When identifying the merits of a quote/proposal the following three terms shall be utilized along with the definitions.

Narrative Element
Definition
Strength
A significant, outstanding, or exceptionally positive aspect of a Quote/Offer.
Weakness
Any aspect of a Quote/Offer increasing the potential for problems and issues with regard to contract performance. The Quote/Offer provides a minimally acceptable response to the Government’s requirements. The response leaves the evaluator with uncertainty as to the understanding of the work, capability to successfully perform the work, or capability to effectively manage the work effort.
Deficiency
A material failure of a Quote/Offer to meet a Government requirement or a combination of significant weaknesses in a Quote/Offer increasing the risk of unsuccessful contract performance to an unacceptable level.

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