Sol_140D0423Q0673.pdf

140D0423Q0673

1. REQUEST NO.

5a. ISSUED BY

NAME

a. NAME

c. STREET ADDRESS

d. CITY

10. PLEASE FURNISH QUOTATIONS TO

THE ISSUING OFFICE IN BLOCK 5a ON

OR BEFORE CLOSE OF BUSINESS (Date)

2. DATE ISSUED 3. REQUISITION/PURCHASE REQUEST NO. 4. CERT. FOR NAT. DEF.

UNDER BDSA REG. 2

AND/OR DMS REG.1

RATING

6. DELIVERY BY (Date)

7. DELIVERY

9. DESTINATION

a. NAME OF CONSIGNEE

b. STREET ADDRESS

PAGE OF PAGES

5b. FOR INFORMATION CALL: (No collect calls)

TELEPHONE NUMBER

AREA CODE NUMBER

8. TO:

b. COMPANY

e. STATE f. ZIP CODE

c. CITY

d. STATE e. ZIP CODE

IMPORTANT: This is a request for information, and quotations furnished are not offers. If you are unable to quote, please so indicate on this form and return it to the address in Block 5a. This request does not commit the Government to pay any costs incurred in the preparation of the submission of this quotation or to contract for supplies or services. Supplies are of domestic origin unless otherwise indicated by quoter. Any representations and/or certifications attached to this Request for Quotations must be completed by the quoter.

11. SCHEDULE (Include applicable Federal, State and local taxes)

THIS RFQ

REQUEST FOR QUOTATION

(THIS IS NOT AN ORDER)

IS IS NOT A SMALL BUSINESS SET ASIDEX

05/19/2023

1 53

Acquisition Services Directorate 381 Elden Street Suite 2000A

Interior Business Center, AQD

Herndon VA 20170

Multiple

000 000-0000Hanna Mershman

06/06/2023 1100 ED

FOB DESTINATION

OTHER

(See Schedule)X

ITEM NO.

(a)

SUPPLIES/SERVICES

(b)

QUANTITY

(c)

UNIT

(d)

UNIT PRICE

(e)

AMOUNT

(f)

This is a Request for Quotes (RFQ) on behalf of Department of Interior (DOI) Office of the Solicitor (SOL) Southeast Region for in-home Personal Assistance Services (PAS) to support an employee with disabilities to perform activities of daily living at their personal residence in Atlanta, GA. The Contractor shall provide in-home Personal Care Assistance (PAS) as identified in the attached Statement of Work (SOW).

00001 Base Period 1 AU Personal Assistance Services Personal Services / Care Assistant Estimated Hours: 1,992 Period of Performance: 07/01/02023 - 06/30/2024

Continued ...

12. DISCOUNT FOR PROMPT PAYMENT

a. 10 CALENDAR DAYS (%) b. 20 CALENDAR DAYS (%) c. 30 CALENDAR DAYS (%) d. CALENDAR DAYS

NUMBER PERCENTAGE

NOTE: Additional provisions and representations

13. NAME AND ADDRESS OF QUOTER

b. STREET ADDRESS

c. COUNTY

d. CITY e. STATE f. ZIP CODE

14. SIGNATURE OF PERSON AUTHORIZED TO

SIGN QUOTATION

16. SIGNER

a. NAME (Type or print)

c. TITLE (Type or print)

a. NAME OF QUOTER

AREA CODE

NUMBER

15. DATE OF QUOTATION

b. TELEPHONE are are not attached

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition not usable

STANDARD FORM 18 (REV. 6-95)

Prescribed by GSA - FAR (48 CFR) 53.215-1(a)

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

2 53

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

140D0423Q0673

00100 Option Period 1 1 AU

Personal Assistance Services

Personal Services / Care Assistant

Estimated Hours: 1,992

Period of Performance: 07/01/02024 - 06/30/2025

(Option Line Item)

Anticipated Exercise Date 06/29/2024

00200 Option Period 2 1 AU

Personal Assistance Services

Personal Services / Care Assistant

Estimated Hours: 1,992

Period of Performance: 07/01/02025 - 06/30/2026

(Option Line Item)

Anticipated Exercise Date 06/29/2025

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

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TABLE OF CONTENTS

SECTION 1 - REQUEST FOR QUOTE (RFQ)

1.1 General

1.2 Set-Aside Information

1.3 Anticipated Award Type

1.4 Period of Performance

1.6 Pricing Schedule

1.6 Place of Performance

SECTION 2 - DESCRIPTION / SPECIFICATIONS

2.1 Specifications

4.0 Responsibilities

4.1 Requirements

4.2 Contingency Plan

4.3 Monthly Status Report

5.1 Place of Performance

5.2 Hours of Work

6.0 Government Representatives

SECTION 3 - DELIVERABLES

3.1 Electronic Delivery Location

SECTION 4 - ADMINISTRATION

4.1 Contractor Administration

4.2 Government Administration

SECTION 5 – QUOTATION PREPARATION & SUBMISSION INSTRUCTIONS

5.1 Quotation Preparation Instructions

5.2 Quote Organization Instructions

5.3 Quotation Package Submission Requirements

5.4 Submission of Questions

5.5 Submission of Quotations

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5.6 Quotation Submission Deadline

SECTION 6 – EVALUATION FACTORS FOR AWARD

SECTION 7 – CONTRACT CLAUSES

52.252-2 Clauses Incorporated by Reference (FEB 1998)

Clauses Incorporated by Full Text

52.212-5 Contract Terms and Conditions Required To Implement Statutes or Executive Orders— Commercial Products and Commercial Services (MAR 2023)

52.217-9 Option to Extend the Term of the Contract (MAR 2000)

DIAR 1452.201-70 - Authorities and Delegations (SEP 2011)

DIAR 1452.203-70 - Restriction on Endorsements (Jul 1996)

Electronic Invoicing and Payment Requirements - Invoice Processing Platform (IPP) V3 (SEP 2017).30

SECTION 8 – SOLICITATION PROVISIONS

52.252-1 Solicitation Provisions Incorporated by Reference (FEB 1998)

Provisions Incorporated by Full Text

52.204-24 -- Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment. (NOV 2021)

52.204-26 – Covered Telecommunications Equipment or Services – Representation. (OCT 2020)

52.209-11 Representation by Corporations Regarding Delinquent Tax Liability or a Felony Conviction under any Federal Law (FEB 2016)

52.212-3 Offeror Representations and Certifications—Commercial Products and Commercial Services (DEC 2022)

52.217-5 Evaluation of Options (JULY 1990)

DIAR 1452.215-71 Use and Disclosure of Proposal / Quote Information – Department of the Interior

(APR 1984)

SECTION 9 - ATTACHMENTS

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SECTION 1 - REQUEST FOR QUOTE (RFQ)

1.1 General

The Department of Interior (DOI) Office of the Solicitor (SOL) Southeast Region requires contracted in-home Personal Assistance Services (PAS) to support an employee with disabilities to perform activities of daily living at their personal residence in Atlanta, GA. The requirement includes weekday (Monday – Friday, full time not to exceed 8 hours per day) personal care services and assistance customized to the requirements of a quadriplegic person. PAS services are non-medical services that includes personal and proxy administrative care tasks.

1.2 Set-Aside Information

This RFQ is a Total Small Business Set Aside. Only one (1) Purchase Order will be awarded as a result of this RFQ. The selected Quoter shall provide all services sought under this RFQ.

1.3 Anticipated Award Type

As a result of this RFQ, the Government anticipates awarding a Labor-Hour (LH) Purchase Order.

1.4 Period of Performance

The anticipated Period of Performance for this Purchase Order includes a 12-month base period and two

(2) 12-month option periods.

Base and Options Period of Performance Dates

Base Year 06/15/2023 – 06/14/2024 Option Period 1 06/15/2024 – 06/14/2025 Option Period 2 06/15/2025 – 06/14/2026

1.6 Pricing Schedule

Please refer to Attachment C: Pricing Schedule Template.

Period of Performance CLIN

Personal Assistance Services

(PAS)

Atlanta, GA

Contract Type

Estimated Daily

Hours

Estimated Number of

Days

Total Estimated Number of

Hours

Base Period 00001 Personal Services / Care Assistant LH 8 249 1,992

Option Period 1 00100 Personal Services / Care

Assistant LH 8 249 1,992

Option Period 2 00200 Personal Services / Care

Assistant LH 8 249 1,992

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1.6 Place of Performance

The required Place of Performance is shown below:

Place of Performance Atlanta, GA

SECTION 2 - DESCRIPTION / SPECIFICATIONS

2.1 Specifications

Statement of Work

Personal Assistant/Care Support Services U.S. Department of the Interior

Office of the Solicitor

1.0 Background

The Department of the Interior’s (DOI) Office of the Solicitor (SOL), Southeast Region requires contracted in-home Personal Care Assistance /Personal Assistance Services (PAS) to assist a person with performing activities of daily living that an individual would typically perform if he or she did not have a disability, and that is not otherwise required as a reasonable accommodation, including, for example assistance with removing and putting on clothing, eating, and using the restroom. These services differ from services that help the individual perform job-related tasks (e.g., sign-language interpreters for individuals who are deaf, or readers for individuals who are blind or have learning disabilities) or specific job junctions (e.g., reviewing documents).

A PAS shall be provided to employees who, because of targeted disabilities, require such assistance during work hours or in order to participate in work-related travel-unless doing so would pose an undue hardship.

PAS differs from medical services and services that are typically performed by someone who often has the job title of "personal assistant." PAS are non-medical services such as helping an individual take off and put on a coat, eat, and use the restroom. These services are needed by individuals whose specific disabilities make it difficult for them to perform such daily living activities on their own.

The Office of the Solicitor’s Southeast Regional Office CRD 2014-02 Sub-Part 3.1. identified the need for this Task Order to provide an in-home Personal Assistance Services (PAS).

2.0 Objective

The objective of this Statement of Work (SOW) is to identify the requirements for daily (full time not to exceed 8 hours per day) personal care services and assistance (PAS) customized to the requirements of a quadriplegic employee for personal and proxy administrative care.

A range of Personal/Proxy Care Services to provide assistance to a quadriplegic employee with getting out of bed, grooming, dressing, hygiene, feeding, holding beverages, light physical movement, 10-minute range of motion stretches, and mobility assistance (i.e. tilting chair every 30 minutes for a pre-determined amount of time).

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A range of Administrative Support services include retrieving mail and packages, and assisting with navigating to the designated workstation. Occasional filing, assembling and/or mailing of materials.

Access to SOL computer systems is not authorized nor required.

Additionally, varying administrative support services may also be added throughout the performance of this order. Travel is not anticipated but, should travel become necessary, reimbursement for travel will be in strict accordance with Federal Travel Regulations and FAR 31.205-46. All travel requires the Government’s pre-authorization.

3.0 Specific Tasks / Requirements

The Government has identified the following staffing requirements:

DIRECT LABOR (LIST Labor Categories) SHIFT

ESTIMATED

DAILY

HOURS

ESTIMATED

NET NO OF

DAYS

Personal Services/Care Assistant (GA) 1 8 249

The contractor shall create a personalized plan of care to provide a range of personal/proxy services to support the designated SOL employee identified as requiring the services.

• The contractor shall plan and coordinate the performance of all tasks.

• The contractor shall plan, monitor, and control costs for all tasks within the contract’s parameters.

• The contractor shall monitor scheduling for all tasks.

• The contractor shall provide feedback, monitor, assess, and act upon those aspects of contract performance requiring corrective action or otherwise need attention.

The following range of personal/proxy care services to provide to a quadriplegic employee includes the following:

• Assistance with getting out of bed

• Grooming

• Dressing

• Maintaining hygiene during the employee’s workday

• Feeding

• Holding beverages

• Light physical movement, 10-minute range of motion stretches, and mobility assistance (i.e. tilting chair every 30 minutes for a pre-determined amount of time).

• Administrative Support to include retrieving mail and packages, assisting with navigating to the designated workstation

• Occasional filing, assembling and/or mailing of materials.

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The PAS provider is prohibited from providing any services outside of the list above. The PAS provider is prohibited from providing medical services including but not limited to intermittent catheterization and bowel management/stimulation. In the event the PAS provider is requested to perform tasks outside of the allowed tasking, notification shall be provided to the COR and CO immediately. The contractor or the assigned PAS provider shall not perform services outside of the duty hours of this purchase order including outside payment for additional services.

The contractor shall have demonstrated experience in the following areas:

• Ability to communicate orally to convey, obtain, exchange information, and conduct personal assistance services for a person in a quadriplegic state as warranted by the office.

The government retains the authority and responsibility to review and approve all correspondence produced by the contractors. This includes a review to determine the suitability of the services rendered.

The Government may conduct Quality Assurance reviews to ensure that the contractor’s work product is in compliance with the requirements of this contract. All deficiencies and corrective actions will be documented and provided to the contractor.

Labor Category Region Required Period of Performance (Est.)

Same or similar to Certified

Nursing Assistant (CNA) 1 Personal Assistant Services2

Atlanta, Georgia 6/15/2023 to 6/14/2026

1 The PAS provider shall maintain a Basic Life Support (BLS) certification at all times during the performance of this purchase order.

2 PAS shall be provided to employees who, because of targeted disabilities, require such assistance during work hours or in order to participate in work-related travel-unless doing so would pose an undue hardship. PAS differ from medical services and services that are typically performed by someone who often has the job title of "personal assistant." PAS are non-medical services such as helping an individual take off and put on a coat, eat, and use the restroom. These services are needed by individuals whose specific disabilities make it difficult for them to perform such daily living activities on their own.

3.1 Other Direct Cost (ODC)

Other direct costs, which include, but are not limited to miscellaneous supplies and professional training for the contractor’s support personnel are not within the scope of this contract. At no point within the performance of this purchase order should the contract provide the recipient of services supplies or additional household materials not directly related to the PAS performance (gloves, antiseptics, disinfectants, etc.).

4.0 Responsibilities

All work shall be in conformance with all Government regulations and policies including the Federal Acquisition Regulations.

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All labor categories from this Purchase Order are expected to perform basic duties and functions including shared tasks. Basic duties include desk phone coverage, greeting and escorting visitors, delivery of requested items throughout the duty station as well as to and from offices in the local area and within a 50-mile radius. Additional duties may include administrative and clerical functions such as filing, copy services, faxing, packaging items for shipping and mailing, and calendar management. Some other duties that are shared by all include support and assistance with planning, preparation, and clean-up for official functions at the office location.

The Government retains the authority and responsibility to review and approve all correspondence produced by the contractor. This includes but is not limited to reports or care or other reporting documents required by the contracted vendor. The Government will identify a primary contact in DOI to assist in the processing of any appeal. The Government will conduct Quality Assurance reviews to ensure that the contractor’s work product is in compliance with the requirements of this contract. All deficiencies and corrective actions will be documented and provided to the contractor.

4.1 Requirements

The contractor shall report to and work directly with their assigned SOL client to provide services as outlined in this statement of work.

4.1.1 Requirement 1: proven record of caregiving in accordance with requirements and objectives.

4.1.2 Requirement 2: strong interpersonal working skills.

4.1.3 Requirement 3: dependable in attendance.

4.1.4 PSC/UPC: PSC 401 Support- Professional: Personal Care (Non-Medical) / R699 – Other

Administrative Support Services

Government

• The Government will provide information and guidance on applicable Federal or

Department regulations affecting critical aspects of the task.

• The Government, through the Solicitor’s Office, will monitor work progress, evaluate milestones, and provide appropriate feedback to ensure that the work adheres to the purchase order and that the work proceeds according to identified timelines.

• The Government will conduct Quality Assurance reviews to ensure that the Contractor’s services are in compliance with the requirements of this Contract with respect to determining relevance, responsiveness, and confidentiality/privilege/ protection issues. All deficiencies and corrective actions will be documented and provided to the Contractor.

• The Government will identify the point of contact(s) in the Solicitor’s Office who will serve as the Contracting Officer’s Representative for the engagement.

Contractor

• The Contractor shall plan and coordinate the technical performance of all tasks.

• The Contractor shall monitor scheduling for all tasks.

• The Contractor shall provide feedback, monitor, assess, and act upon those aspects of contract performance requiring corrective action or otherwise needing attention.

• The Contractor shall provide a monthly status report with each invoice.

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• The Contractor shall timely submit all invoices for remittance

4.2 Contingency Plan

The contractor shall provide a draft contingency plan at the time of quote submittal and a final contingency plan five days after the start of the period of performance. This plan should include the contractor’s methodology in ensure services are continuous in the event of a scheduling deviation (scheduled and unscheduled leave of the PAS provider). This plan shall include the following:

• Methodology of scheduling including schedule deviations (seen and unseen)

• Notification of changes in schedule

• Backup plan for deploying reserve personnel

• Plan for weather related emergencies

4.3 Monthly Status Report

The contractor shall document the efforts performed in the completion of each task in a detailed Monthly Status Report due on or before the 10th calendar day of each month. Failure to provide the monthly status report may result in the delay of invoicing for that period. Reporting requirements for the monthly status reports will be outlined at the initial kick-off meeting. The status report shall include, at a minimum:

a) Contractor Accomplishments:

The monthly status report shall summarize the work accomplished by support personnel in all positions for all tasks areas outlined in this SOW. Summaries shall include but not be limited to the following information:

• Number and type of actions completed (current month and cumulative)

• Name of the contract employee who completed each action

b) General Status Information:

The monthly status report shall include the following general status information if applicable during each reporting period:

• Program status, including work completed, and work that remains outstanding

• Issues or obstacles impeding progress and recommended solution

• Status of deliverable/milestones

• Issues and resolutions

• Resource planning/status

• Topics or issues identified by the government COR

c) Burn Rate Management and Reporting Information:

The monthly status report and/or invoice shall include at a minimum the following financial status information:

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• Total Purchase order Labor Hours (current month and cumulative)

• Total Purchase order Labor Dollars Expended (current month and cumulative)

• Total Contract Labor Dollars Expended (current month and cumulative)

4.4 Deliverable(s):

In fulfillment of this effort, and unless otherwise agreed upon, the contractor shall provide the following deliverables to the Contracting Officer’s Representative (COR) in accordance with the following schedule. All personal care services are Monday through Friday.

Deliverable Due Date

Monthly Status Report No later than the 10th of every month Invoice Shall be provided monthly

Contingency Plan At the time of quote submittal (draft plan) and five days after the start of the Period of Performance (final plan)

5.0 Period of Performance:

The period of performance for the Purchase Order shall be for one (1) year base period; (2) one year option periods.

PERIOD OF PERFORMANCE

Base Period (12 months) – 6/15/2023 - 6/14/2024 Option Period I (12 months) – 6/15/2024-6/14/2025

Option Period II (12 months) – 6/15/2025-6/14/2026

5.1 Place of Performance

The contractor will work on-site (personal residence - address to be provided). In the event the Government’s office location is required to change due to loss of existing location due to change in lease, fire or other catastrophic events, the Government will notify the contractor in writing of the change and will arrange to move equipment and supplies at the Government’s expense

PLACE OF PERFORMANCE

Regions Cities (“local locations”)

Atlanta, GA Personal Residence Address To Be Provided

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5.2 Hours of Work

The contractor’s personnel are expected to conform to normal operating hours. The normal duty hours will span from 7:00 AM to 7:00 PM (local time) Monday through Friday (not to exceed 8 hours per day; time includes 30 minutes per day unpaid by the government for lunch or break) with the exception of Federal Government holidays, with an allowance for periodic breaks throughout each day, but dictated by the SOL recipient’s duty schedule. The Government will coordinate with the vendor to determine the appropriate duty hours and work schedule flexibilities for the position. Daily hours worked shall not exceed 8 hours without prior authorization by the Contracting Officer’s Representative.

Should overtime become necessary, it must be approved in advance by the Contracting Officer’s Representative with OT pay IAW the Federal Labor Standards Act (FLSA) and the Service Contract Labor Standards (SCLS).

5.3 Payment for Unauthorized Work

No payments will be made for any unauthorized supplies and/or services or for any unauthorized changes to the work specified herein. This includes any services performed by the contractor of their own volition or at the request of an individual other than a duly appointed Contracting Officer (CO). Only a duly appointed CO is authorized to change the specifications, terms, and conditions under this purchase order.

5.4 Government Furnished Equipment

There is no government-furnished equipment required for this task. If required, all related equipment and office supplies necessary to perform the duties defined in the Statement of Work and Labor Category definitions will be provided by the requesting SOL employee (Client).

5.5 Contracting Personnel Security and Suitability Requirements The contractor(s) performing the duties defined in the Statement of Work will not be required to successfully obtain and maintain a security background investigation related to the position.

The Government reserves the right to review resumes of any contractor personnel for position suitability prior to the final selection of contractor personnel.

The Contractor shall be responsible for managing and overseeing the activities of all contractor personnel, as well as subcontractor efforts used in the performance of this effort. The contractor’s management responsibilities shall include all activities necessary to ensure the accomplishment of timely and effective support, performed in accordance with the requirements contained in the

SOW.

5.6 Disclosure of Information

Information made available to the contractor by the Government for the performance or administration of this effort shall be used only for those purposes and shall not be used in any other way without the written agreement of the Contracting Officer.

The contractor agrees to assume responsibility for protecting the confidentiality of Government

RFQ Continuation Sheets RFQ 140D0423Q0673 Personal Assistance Services Page 13 of 53 records, which are not public information. Each contractor or employee of the contractor to whom the information may be made available or disclosed shall be notified in writing by the contractor that such information may be disclosed only for a purpose and to the extent authorized herein.

5.7 Limited Use of Data

Performance of this effort may require the contractor to access and use data and information proprietary to a Government agency or Government contractor which is of such a nature that its dissemination or use, other than in the performance of this effort, would be adverse to the interests of the Government and/or others.

Contractor and/or contractor personnel shall not divulge, or release data or information developed or obtained in the performance of this effort, until made public by the Government, except to authorize Government personnel or upon written approval of the Contracting Officer.

The contractor shall not use, disclose, or reproduce proprietary data that bears a restrictive legend, other than as required in the performance of this effort. Nothing herein shall preclude the use of any data independently acquired by the contractor without such limitations or prohibit an agreement at no cost to the Government between the contractor and the data owner which provides for greater rights to the contractor.

5.8 Section 508 Compliance

The Program Office (Office of the Solicitor) has reviewed www.buyaccessible.gov to determine if the services being procured are subject to Section 508 Requirements. This effort requires the Contractor to provide Litigation, Administrative, and Program Support Services. As such, any/all services procured through this effort do not meet the applicable accessibility standards at 36 CFR 1194. 36 CFR 1194 implements Section 508 of the Rehabilitation Act of 1973, as amended.

The www.buyaccessible.gov site indicated: “Based on your responses no Section 508 Requirements are determined to apply.”

6.0 Government Representatives

The Contracting Officer’s Representative (COR) for this contract is: Terrie M Musgrove

The COR will be responsible for technical monitoring of the contractor’s performance and deliverables.

The CO and the COR shall work together to ensure that all contractual requirements are being met. The COR will interpret specifications or technical portions of the work. The COR is not authorized to perform, formally or informally, any of the following actions:

(1) Promise, award, agree to award, or execute any contract, contract modification, or notice of intent that changes this contract;

(2) Waive or agree to a modification of the delivery schedule;

(3) Make any final decision on any contract matter subject to the Disputes Clause;

(4) Terminate, for any reason, the contractor’s right to proceed;

(5) Obligate in any way, the payment of money by the Government. Only a warranted

Contracting Officer (CO) is authorized to obligate funds on this or any other contract action.

http://www.buyaccessible.gov/ http://www.buyaccessible.gov/

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The contractor shall immediately notify the CO in writing if the COR has taken an action (or fails to take action) or issues directions, (written or oral) that the contractor considers to exceed the above limitations.

The contractor shall provide the CO information copies of all correspondence to the COR.

SECTION 3 - DELIVERABLES

3.1 Electronic Delivery Location

In lieu of physical delivery to the below-listed address, the Contractor may electronically provide deliverables to: TBD at Time of Award

Deliverable Due Date

Monthly Status Report No later than the 10th of every month Invoice Shall be provided monthly

Contingency Plan At the time of Quote submittal (Draft Plan) and five (5) days after the start of the Period of Performance (Final Plan)

SECTION 4 - ADMINISTRATION

4.1 Contractor Administration

TBD at Time of Award

4.2 Government Administration

The Contracting Officer (CO) for this order is:

Deion Turner Deion_Turner@ibc.doi.gov / (703) 964-3575 Department of the Interior / Interior Business Center / Acquisition Services Directorate

The Contract Specialist (CS) for this order is:

Hanna Mershman Hanna_mershman@ibc.doi.gov / (208) 207-7390 Department of the Interior / Interior Business Center /Acquisition Services Directorate

The Receiving Official and PROGRAM MANAGER for this order is:

TBD at award

SECTION 5 – QUOTATION PREPARATION & SUBMISSION INSTRUCTIONS

The following instructions to the Quoter are included in lieu of Federal Acquisition Regulation (FAR) provision 52.212-1. The Quoter shall reply to this request as follows.

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5.1 Quotation Preparation Instructions

To be considered for award, a Quotation shall contain the following Quoter information:

• Company Name

• Mailing Address and Website

• Company Size Status

• SAM Unique Entity Identifier (UEI)

• Complete business mailing address as it appears in the System for Award Management

(SAM) at www.sam.gov

• Contact name, phone number, and e-mail address

• RFQ Number

• Quotation Number

• Date submitted and Quote Expiration Date

• Technical and Price Quote

Quoters are required to be registered in the System for Award Management (SAM) at www.sam.gov as of the date the quotation is submitted. The quoter’s SAM registration shall be in “active” status.

Quotations that do not meet all the requirements specified in this RFQ may not be considered.

The Government anticipates awarding a single Purchase Order as a result of this Request for Quote (RFQ) to the responsible Quoter whose quote, conforming to the solicitation, will be most advantageous to the Government, price and other non-price factors considered.

5.2 Quote Organization Instructions

Your quote shall become the property of the Government and will not be returned. If your quote contains information that you do not wish disclosed to the public or used by the Government for any purpose other than evaluation of your quote, such restrictions shall be clearly indicated on each sheet containing such information. Prior to submission of your quote, the Quoter is expected to reach an understanding of the requirements of this solicitation. If such a review establishes the need for correction, such information should immediately be brought to the attention of the Contracting Officer so that the matter can be resolved. The Government reserves the right to request such additional information as may be necessary to determine the Quoter’s qualifications for award of a Task Order or to clarify any aspects of the technical and/or business quotes. Such information shall be furnished promptly upon the Government’s request.

Copies of the successful quote will be retained only as needed for contract administration and monitoring.

5.3 Quotation Package Submission Requirements

The Quoter is required to complete and submit their quote in the following format in order to be considered for award:

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Volume Number Section Number and Contents

Cover Letter

Includes:

• Company Name

• Mailing Address and Website

• Company Size Status

• SAM Unique Entity Identifier (UEI)

• Complete business mailing address as it appears in the

System for Award Management (SAM) at www.sam.gov

• Contact name, phone number, and e-mail address

• RFQ Number

• Quotation Number

• Date submitted and Quote Expiration Date

• Technical and Price Quote

Section 1: Technical Capability Includes:

• Primary Personnel Experience and Qualifications

• Organizational Experience

• Technical Capabilities

• Contingency Planning

VOLUME 1

Technical*

Section 2: Past Performance Includes:

• Attachment B: References

VOLUME 2

Price

Section 1: Pricing Quote Includes:

• Pricing Schedule (Base and two Option Periods)

• Labor Categories

• Price Assumptions

*Note - Quoters shall not include any pricing related information in their Technical quotes.

Page Limitation: The technical submission is limited in length to 30 pages. Resumes in excess of 3 pages will not be evaluated.

5.3a. Required Components of Each Volume & Section

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VOLUME 1 - TECHNICAL

Section 1 – Technical Capability

This section may include introductory language which describes the services of the vendor, its history, its achievements, and/or its areas of specialization.

This section shall provide specific information on the topics related to the Government Statement of Work (SOW). Quoter must demonstrate a thorough understanding of the requirement and demonstrate the ability to meet the objectives outlined in the SOW in terms of necessary personnel, material, resources, and other supplies/services that may be required to perform the work.

Primary Personnel Experience and Qualifications (Including Resumes and Certifications): Provide specific information regarding Key Personnel and their relevant experience and qualifications. The Contractor must demonstrate the currency, quality, and depth of experience of the assigned personnel in meeting the requirements of this Solicitation.

Organizational Experience: Provide evidence of the organization current capabilities and experience for assuring performance of this requirement. Evidence of supporting subcontractors, consultants and business partners will be considered.

Management Approach and Technical Capabilities - Technical Capability is the extent to which the quoted Personal Assistance Services conform to the Statement of Work (SOW) contained in this RFQ.

Contractor must demonstrate an understanding of the objectives of the SOW, specific tasks required and demonstrate their competency, capacity and expertise in meeting the requirements stated in the SOW.

Evidence may include specific methods and techniques for completing each task and include such items as quality assurance and customer service satisfaction.

Contingency Planning: Scheduling Methodology and Contingency Plan to Ensure Continuous Services:

Provide specific information and evidence on the organization’s scheduling methodology and how it ensures continuous services in event of unanticipated and anticipated changes in primary personnel availability due to various reasons. A Draft Contingency Plan shall be provided at the time of quote submission. This plan should detail how the organization plans to account for unanticipated and anticipated changes to ensure continuity of services.

Contingency Planning: Reserve Personnel Experience and Qualifications (Including Resumes and Certifications): Provide specific information regarding Reserve Personnel and their relevant experience and qualifications. The Contractor must demonstrate the currency, quality, and depth of experience of the assigned reserve personnel in meeting the requirements of this Solicitation.

Section 2 – Contractor’s Past Performance

This section of the Quotation must describe the company’s past work experience in performing work related to the Personal Assistance Services (PAS) described in the Statement of Work.

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The contractor shall provide no less than three but no more than four recent and relevant references (including reference name, telephone number, email address, contract number if applicable and any other relevant information). Recent is defined as within the past three years. Relevant is defined as work of similar type in complexity, magnitude, and scope of the work described in the accompanying SOW.

This submission may be completed using Attachment B: References or similar format.

As outlined in Attachment B: References, the reference information shall include all of the following information for each identified Reference:

1. Name of Entity being referenced

2. Project Title

3. Description of the Project

4. Contract and/or Task Order Number if applicable

5. Period of Performance to include Option Periods

6. Dollar Value and Contract Type

7. Government Agency / Organization

8. Contracting Officer’s Representative (COR)’s name, address, email address, and phone number

9. Contracting Officer's name, address, email address, and phone number

10. Current status, e.g., completed and/or if in progress, start and estimated completion dates

11. Key personnel (please highlight if those individuals who worked on the relevant project(s) are also being proposed for this requirement.)

12. Any issues with performance and how those issues were resolved.

It is recommended that the Quoter alert their References that their names have been submitted in response to this RFQ and that the Contacts are authorized to provide past/present performance information related to the listed contracts at the DOI’s request.

VOLUME 2 - PRICING

Section 1 - Price Quote

Your price portion shall be a separate volume from the Technical portion. The Contractor shall propose a pricing structure in accordance with their proposed technical solution. The Contractor shall provide pricing for the entire period of performance including all Option Periods.

Price: Pricing shall include all anticipated costs to fully perform all objectives as stated in this Solicitation.

The vendor is expected to include all Labor, Other Direct Costs (ODCs), and other costs (except Travel) in the price of each deliverable. It is important that these details are included in the Price Quote (VOLUME 2). Please see Attachment C: Pricing Schedule Template.

Labor Categories: The Government is relying on the vendor to identify specific Labor Categories. The Department of Labor Wage Determination is attached (Attachment A) for those categories that are not exempt from Service Contract Act requirements.

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Price Assumptions: Quoters shall indicate, in this section only, if any price related assumptions have been made, conditions have been stipulated or exceptions have been taken with the statement of work as written. If not noted in section of this volume of the quote, it will be assumed that the Quoter’s quote reflects no price assumptions for award and agrees to comply with all of the terms and conditions set forth herein. It is not the responsibility of the Government to seek out and identify assumptions, conditions, or exceptions buried within the Quoter’s quote. Accordingly, any price related assumptions listed in any other Volume or Section shall be null and void.

5.4 Submission of Questions

Questions regarding this RFQ shall be sent via email to:

Deion_Turner@ibc.doi.gov

Hanna_Mershman@ibc.doi.gov

Questions shall be submitted no later than 3:00 PM Eastern Time on May 31, 2023.

5.5 Submission of Quotations

The Quotation shall be submitted via EMAIL no later than the date and time specified. It is the quoter’s responsibility to ensure/verify that the Government receives its submission on or before this date and time. A Quotation received later than this date and time may not be considered.

Assumptions, Conditions, and/or Exceptions Quoters must submit, under separate cover, all (if any) assumptions, conditions, or exceptions with any of the terms and conditions of this RFQ. If not noted in this section of your quote, it will be assumed that the quoter proposes no assumptions for award and agrees to comply with all of the terms and conditions as set forth herein. It is not the responsibility of the Government to seek out and identify assumptions, conditions, or exceptions buried within the quoter’s quote.

Other General Information The Government reserves the right to contact a Quoter regarding their quote including to request additional discounts.

5.6 Quotation Submission Deadline

Quotations shall be submitted NO LATER THAN 11:00 AM Eastern Time on June 6, 2023.

Quotations shall be sent via EMAIL to the Contracting Officer and Contract Specialist at:

Deion_Turner@ibc.doi.gov

Hanna_Mershman@ibc.doi.gov

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SECTION 6 – EVALUATION FACTORS FOR AWARD

The following evaluation factor information is provided in lieu of the FAR provision 52.212-2:

The basis of award will be best value to the Government. One Purchase Order will be awarded to the responsible Quote provider whose quote, conforming to the RFQ, will be the most advantageous to the Government. The Quote provider receiving award may not necessarily be the lowest Price or have the highest Technical rating. Non-Price Factors 1 and 2 (Technical Capability and Past Performance, respectively) are of equal importance, and when combined, are more important than Factor 3 - Price.

The Government reserves the right to not make an award as a result of this competition if, in the opinion of the Government, none of the submissions would provide satisfactory performance at a price that is considered fair and reasonable and/or economically feasible.

The following Non-Price and Price Factors shall be used to determine the service provider whose Quote represents the best overall value to the Government:

Factor 1: Technical Capability

Subfactor 1A: Primary Personnel Experience and Qualifications (Including Resumes)

Subfactor 1B: Organizational Experience

Subfactor 1C: Technical Capabilities

Subfactor 1D: Contingency Planning

Factor 2: Past Performance

Factor 3: Price

When combined, Non-Price Factors are more important than Price in this Best Value / Trade-Off Evaluation. In the event quotes are evaluated as technically equal with regards to Non-Price Factors, Price may be a major consideration in the source selection.

The Government shall use the following Adjectival Ratings to evaluate Factor 1: Technical Capability:

Factor 1: Technical Capability Adjectival Ratings

Adjectival Rating

Description

Exceptional Exceeds specified minimum performance or technical requirements in a way beneficial to the Government.

Acceptable Meets specified minimum performance or technical requirements.

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Marginal There is doubt regarding whether an aspect of the quote meets a specified minimum performance or technical requirement, but any such uncertainty is correctable.

Unacceptable Fails to meet specified minimum performance or technical requirements. The quote has one or more deficiencies and is not awardable.

EVALUATION OF FACTOR 2: PAST PERFORMANCE FACTOR

The Government will evaluate the Quoter’s Past Performance using an assessment based on information obtained via any method the Contracting Officer deems necessary. The Government reserves the right to retrieve and evaluate past performance from other sources. Sources may include:

• Using information provided on Attachment B: References

• Contractor Performance Assessment Reporting System (CPARS) – a Governmentwide Database

• System for Award Management (SAM.gov)

• Other sources as needed

The Government shall use the following Confidence Ratings to evaluate the Factor 2: Past Performance Factor:

Factor 2: Past Performance Confidence Ratings

Rating Description

High Confidence The Government has high confidence the Quoter will successfully perform the required effort based on the analysis of the Quoter’s past performance record.

Moderate Confidence

The Government has confidence the Quoter will successfully perform the required effort based on the analysis of the Quoter’s past performance record.

Low Confidence The Government has minimal confidence the Quoter will successfully perform the required effort based on the analysis of the Quoter’s past performance record.

Neutral No significant performance record is identified.

EVALUATION OF FACTOR 3: PRICE

The Government will evaluate the reasonableness of the Quoter’s Price quote, in part, to determine the overall best value. The Government will evaluate quotes for award purposes by adding the total price for all options to the total price for the basic requirement (base period). The Government may determine that a quote is unacceptable if the option prices are significantly unbalanced. Evaluation of options shall not obligate the Government to exercise the option(s).

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The Price quote will be evaluated to:

1) Ensure that quoted prices are fair and reasonable;

2) Ensure all periods have been quoted and a total for each has been provided

The Price Factor will not receive an adjectival rating. Price will be evaluated based on the Quoter’s price assumptions, an analysis of the overall price and components of the overall price, an analysis of discounts provided, and for reasonableness. The price quote will be evaluated separately from the Technical quote.

The Government intends to make a single award for the requirement. Submission of a quote implies the Contractor agrees to the terms and conditions in this document. A written notice of award or acceptance of an offer, mailed or otherwise furnished to the successful quoter within the time for acceptance specified in the offer, shall result in a binding contract without further action by either party. Before the offer’s specified expiration time, the Government may accept an offer (or part of an offer), whether or not there are negotiations after its receipt, unless a written notice of withdrawal is received before award.

The Government reserves the right to not issue an award from this RFQ. This is an RFQ only and in no way obligates the Government to award a Purchase Order or to reimburse the Contractor for any costs incurred in preparing the response to this RFQ.

SECTION 7 – CONTRACT CLAUSES

52.252-2 Clauses Incorporated by Reference (FEB 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address(es): https://acquisition.gov/

The contract clauses included by reference are:

Clause Title Date

52.203-12 Limitation on Payments to Influence Certain Federal Transactions JUN 2020 52.204-13 Commercial and Government Entity Code Maintenance AUG 2020 52.204-18 Commercial and Government Entity Code Maintenance AUG 2020 52.212-4 Contract Terms and Conditions—Commercial Products and

Commercial Services DEC 2022

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Clauses Incorporated by Full Text

52.212-5 Contract Terms and Conditions Required To Implement Statutes or Executive Orders— Commercial Products and Commercial Services (MAR 2023)

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to acquisitions of commercial products and commercial services:

(1) 52.203-19, Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements (Jan 2017) (section 743 of Division E, Title VII, of the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. L. 113-235) and its successor provisions in subsequent appropriations acts (and as extended in continuing resolutions)).

(2) 52.204-23, Prohibition on Contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab and Other Covered Entities (Nov 2021) (Section 1634 of Pub. L. 115-91).

(3) 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment. (Nov 2021) (Section 889(a)(1)(A) of Pub. L. 115-232).

(4) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (Nov 2015).

(5) 52.232-40, Providing Accelerated Payments to Small Business Subcontractors (Mar 2023) ( 31 U.S.C.

3903 and 10 U.S.C. 3801).

(6) 52.233-3, Protest After Award (Aug 1996) ( 31 U.S.C. 3553).

(7) 52.233-4, Applicable Law for Breach of Contract Claim (Oct 2004) (Public Laws 108-77 and 108-78 ( 19 U.S.C. 3805 note)).

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial products and commercial services:

__ (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (Jun 2020), with Alternate I (Nov 2021) ( 41 U.S.C. 4704 and 10 U.S.C. 4655).

__ (2) 52.203-13, Contractor Code of Business Ethics and Conduct (Nov 2021) ( 41 U.S.C. 3509)).

__ (3) 52.203-15, Whistleblower Protections under the American Recovery and Reinvestment Act of 2009 (Jun 2010) (Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009.)

_X_ (4) 52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards (Jun 2020) (Pub.

L. 109-282) ( 31 U.S.C. 6101 note).

__ (5) [Reserved].

__ (6) 52.204-14, Service Contract Reporting Requirements (Oct 2016) (Pub. L. 111-117, section 743 of Div. C).

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__ (7) 52.204-15, Service Contract Reporting Requirements for Indefinite-Delivery Contracts…