Attach 1_Instructions to Offerors(ITO)_Evaluation Criteria.pdf

Solicitation W81K00-24-R-0003

ADDENDUM TO 52.212-1

ATTACHMENT 1: INSTRUCTIONS TO OFFEROR (ITO) AND EVALUATION CRITERIA

Para (b) Submission of Offer. The following amends this paragraph with respect to the information and documents required for submission in response to this solicitation.

(1) ELECTRONIC OFFER. Offeror shall submit electronic offer in response to this solicitation to Ms.

Vickie Drumming at vickie.v.drumming.civ@health.mil and Mr. Derek T. Meilinger at derek.t.meilinger.civ@health.mil. The offer must arrive by the time specified on page 1, block 8 of the solicitation (Standard Form [SF] 1449).

Note: Only electronic (e-mail) proposals will be accepted. Offers submitted by any other method are unacceptable. Each volume shall be submitted as a separate file in .pdf format, with the files names clearly identifying the volume number and contractor’s name. Pricing shall be submitted on the Excel spreadsheet attached to the solicitation (Attachment 5_Pricing Worksheet), renamed with the same naming convention. A pdf of pricing is not required. Pricing information shall be included in Part III – Pricing only and shall not be included or summarized in any other volume. The proposal shall not contain any extraneous information such as advertisements or marketing information.

Files larger than 20MB may need to be transmitted in separate emails. All emails, regardless of size, need to be received by the Government server, by the stated submission deadline. The Government will not be responsible for any failure of transmission or receipt of the proposal, or any failure of the Offeror to verify receipt of the emailed proposal. All proposals submitted after the deadline will be considered untimely and ineligible for award.

(2) The 8(a) Offeror must send an e‐ mail to Ms. Vickie Drumming at vickie.v.drumming.civ@health.mil and Mr. Derek T. Meilinger at derek.t.meilinger.civ@health.mil to verify receipt of offer. The Government will not be responsible for any failure of transmission or receipt of the offer, or any failure of the offeror to verify receipt of the emailed offer.

(3) Offeror Questions and Clarifications: Any questions, comments or clarifications concerning any aspect of the solicitation shall be submitted in writing via email to Ms. Vickie Drumming at vickie.v.drumming.civ@mail.mil and Mr. Derek T. Meilinger at derek.t.meilinger.civ@health.mil at the close business (COB) three (3) days before closing date on page 1, block 8. Questions or clarification submitted should be identified by the topic and must reference the applicable section of the solicitation (e.g., Section, paragraph, and subparagraph) and RFQ number.

(4) Proposal Content Requirements: Offeror shall submit proposal as follows:

The proposal shall be clear, concise and include sufficient detail for effective evaluation and for substantiation of the validity of stated claims. Responses to this solicitation shall strictly adhere to the requirements set forth in the solicitation. Therefore, each initial proposal should contain the Offeror’s best terms for compensation plan and price.

NOTE: All volumes shall be formatted as single-spaced, letter sized, with a 0.75” or 1” margin all around. Font shall be Times New Roman, 10- or 12-point font (smaller fonts may be used in headers, footers, graphs, charts, tables, and notes provided the type is legible). Page limitations are detailed in the sections below. Pages in excess of the maximums stated will not be reviewed.

mailto:derek.t.meilinger.civ@health.mil

It is the Offeror’s responsibility to identify any changes in point of contact during the acquisition.

The proposal shall be prepared in four (4) separate volumes as follows.

Volume I: Administrative Volume II: Compensation Plan Volume III: Past Performance Volume IV: Price

VOLUME I ADMINISTRATIVE: shall include the following:

1. A one (1) page summary or title page identifying the Offeror, the full address, phone, Unique Entity Identifier (UEI), CAGE code, point(s) of contact (POC(s)) of the Offeror, and the solicitation number. Offeror shall include a statement that the Offeror agrees to hold the offered prices firm for 180 calendar days after the proposal closing date.

2. For Offerors proposing as an 8(a) Joint Venture (JV), the JV must be separately identified with its own name, UEI and or/DUNS number, and CAGE code in the SAM and designate the entity type as a JV, with individual partners listed as the immediate owners. In addition, Offerors shall include the UEI/DUNS number, and CAGE number for the individual partners that make up the JV.

3. A completed copy of PAGE 1 ONLY of the SF 1449, with the signature of a corporate officer authorized to negotiate for the company. Electronic signature is acceptable. Do not include the entire SF 1449. (Page limit: 1 page.)

4. Signed copies of PAGE 1 ONLY of any amendments to the solicitation, if any are issued. (Page limit: 1 page per amendment, if any are issued.)

5. Representations and Certifications. Offeror shall be registered in the System for Award Management (SAM) with the appropriate NAICS Code and shall not have any Active Exclusions listed within SAM. If the Offeror is currently registered in SAM with completed representations and certifications, an affirmation on the title page (or separate page) that these representations and certificates are current, complete, and accurate as of the date proposals are due shall suffice. Otherwise, the Offeror shall complete and include with its proposal one (1) copy of the following provisions located within the solicitation: FAR Provision 52.212-3, Offeror Representations and Certifications, Alternate I; FAR Provision 52.209-7, Information Regarding Responsibility Matters; plus any other provisions herein. A small business joint venture offeror must submit, with its offer, the representation required in paragraph (c) of FAR solicitation provision 52.212-3, Offeror Representations and Certifications-Commercial Products and Commercial Services, and paragraph (c) of FAR solicitation provision 52.219-1, Small Business Program Representations, in accordance with 52.204-8(d) and 52.212-3(b) for the following categories: (A) Small business; (B) Service-disabled veteran-owned small business; (C) Women-owned small business (WOSB) under the WOSB Program; (D) Economically disadvantaged women-owned small business under the WOSB Program; or (E) Historically underutilized business zone small business. (Page limit: 1 page if registered in SAM; unlimited pages if including provisions.)

6. Continuation of Essential Contractor Services Plan. Contractor’s plan shall be prepared in accordance with DFARS 252.237-7024, Notice of Continuation of Essential Contractor Services, contained in this solicitation. There is no page limit for this plan; however, Offeror are encouraged to be as succinct as possible in describing how it will continue to perform the essential contractor services listed in the Performance Work Statement during periods of crisis. The plan shall identify provisions made for the acquisition of essential personnel and resources, if necessary, for continuity of operations for up to 30 days or until normal operations can be resumed, and shall address, at a minimum, (i) Challenges associated with maintaining essential contractor services during an extended event, such as a pandemic that occurs in repeated waves; (ii) The time lapse associated with the initiation of the acquisition of essential personnel and resources and their actual availability on site; (iii) The components, processes, and requirements for the identification, training, and preparedness of personnel who are capable of relocating to alternate facilities or performing work from home; (iv) Any established alert and notification procedures for mobilizing identified “essential contractor service'' personnel; and (v) The approach for communicating expectations to contractor employees regarding their roles and responsibilities during a crisis.

Note: The inclusion of this plan falls under administrative proposal compliance and is not an individually rated factor. By the offeror’s submission, the Continuation of Essential Contractor Services Plan will be incorporated into the resultant contract award of the successful offeror and will be utilized in the event of a period of crisis.

VOLUME II- FACTOR 1 – COMPENSATION PLAN:

Total Compensation Plan: Offerors shall submit a complete Total Compensation Plan for each labor category Certified Registered Nurse Anesthesia (CRNA) and Physician Anesthesiologist identified in the solicitation.

Offerors shall breakout the total compensation hourly rates (Base Rate + Fringe = Total Compensation Hourly Rate) for the base period and each option period. The total employee compensation plan shall be sufficient to attract and retain qualified health care providers. Please note that Total Employee Compensation Plan is defined as the direct compensation paid to the provider. The Total Employee Compensation Plan shall only contain elements that are considered direct compensation.

Offerors must propose a base salary that is commensurate with salaries paid for similar Health Care Professionals (HCPs) in the local area in order to be technically acceptable. If the salary is less than the amount paid in the local area, the offeror must demonstrate that its compensation and retention plan is adequate to recruit and retain quality HCP providers and ensure uninterrupted performance of services throughout the life of the contract. It shall also describe any training procedures to maintain required certifications and include an effective and realistic retention plan for the geographic area of services. See Attachment 2 Sample Employee Total Compensation Plan.

NOTE: Compensation Plan must be submitted in MS Excel format with formulas intact.

VOLUME III- FACTOR 2- PAST PERFORMANCE

The Offeror shall submit with its proposal evidence of recent and relevant past performance under which YOUR company (the Offeror) provided the same or similar services with similar magnitude and scope in the public and/or private sector. Performance must have been by the Offeror (not by a subsidiary or sister company) either as the prime contractor or subcontractor. For a description of the characteristics or aspects the Government will consider in determining recency and relevancy, see the Evaluation Criteria for Factor 1 – Past Performance in the Addendum to 52.212-2.

• Offerors shall complete and provide the Past Performance Information (PPI) Sheet (Attachment 3) on three (3) task orders or stand-alone contracts/purchase orders the Offeror will complete or has completed within the past three (3) years from the closing date of this solicitation that the Offeror considers most relevant in demonstrating YOUR company’s (the

Offeror’s) ability to perform the proposed effort. Offerors shall utilize the attachment provided and ensure all information is complete and accurate.

• If the Task Order or Contract being submitted is an ordering type contractual vehicle (for example, including but not limited to an Indefinite Delivery “D” type contract per FAR 16.5), only after issuance of a delivery/task order does performance occur. The Contract Number, Total Contract Dollar Value, Period of Performance, Type and Complexity of Services provided submitted shall be for the Task/Delivery Order the Offeror has performed under this ordering type contractual vehicle. Not the ordering vehicle itself or a combination of orders under the vehicle.

• Past Performance must be with the Department of Defense (DoD), other US Government departments or agencies, state and local governments and/or commercial/private sector clients. If the Offeror performed as a subcontractor on the reference project, the PPI shall explain what percentage and type of work that was performed by the Offeror as subcontractor.

• Each PPI Sheet is limited to 3 pages per project.

• Past Performance Questionnaire (PPQ in accordance with the PPQ Form (Attachment 4).

The Offeror will send blank PPQ- to Government agencies and/or private sector companies requesting past performance information on applicable projects. Narratives are required on questionnaires (PPQ-) for ratings other than satisfactory. If the narratives do not support the rating or if there is no narrative for a rating higher than satisfactory, the questionnaire rating will be evaluated as satisfactory.

It is the responsibility of the Offeror to track and ensure the completion/submission of the PPQ by the proposal due date. The Government will not accept incomplete or late PPQ. The PPQ- shall reference the exact same projects detailed in the PPI-. Past Performance references may be contacted.

Contractor Performance Assessment Reports (CPARs) will also be accepted. For Projects Summary Sheets that have CPARs Offerors can submit CPARs with Project Summary Sheets in lieu of a PPQ. Offerors shall ensure CPARs are finalized and reference the exact same project detailed in the Project Summary Sheets.

• The Government reserves the right to use both the information provided in the Offeror’s Past Performance submittals and information obtained from other sources available to the Government.

VOLUME IV – FACTOR 3- PRICE:

The Offeror shall submit proposed pricing for all contract line-item numbers identified in the solicitation on the Excel spreadsheet provided as Attachment 5. Offerors shall ensure the formulas and totals accurately reflect the pricing data proposed. Provide total pricing for the base period and each option period, as well as a grand total of the entire proposal. Cost and Pricing Data is not required under competitive and commercial acquisitions; however, if only one proposal is received - Other than Certified Cost or Pricing data may be required.

Note: No more than 2 decimal places are to be used.

NOTE: Pricing Worksheet must be submitted in MS Excel format with formulas intact.

Para (m) The non-FAR Part 12 discretionary FAR, and DFARS, provisions included herein are either by reference or in full text. If incorporated by reference, see provision 52.252-1 herein for locations where full text can be found.

(End of Addendum to FAR 52.212-1)

ADDENDUM TO FAR 52.212-2 EVALUATION--COMMERCIAL PRODUCTS AND

COMMERCIAL SERVICES

Paragraph (a) is hereby replaced with the following:

(a) Award will be made using the Best-Value Tradeoff source selection process. Compensation plan, past performance, and price. Past Performance is of more importance than the Compensation Plan, and both are more important than price when combined. The Offeror’s compensation plan will be evaluated as either technically “Acceptable” or “Unacceptable”. If an Offeror’s compensation plan is “Unacceptable” the Offeror will not be eligible for award. Past performance is significantly more important than price. However, price could become the determining factor if the proposals are determined to be essentially equal. The Government intends to award one contract as a result of this solicitation. In using the best value approach, the Government seeks to award to the Offeror who gives the Agency the greatest confidence that it will best meet or exceed our requirements in a way that will be advantageous to the Government. This may result in an award to a higher rated, higher priced Offeror where the decision is consistent with the evaluation factors and the Source Selection Authority (SSA) reasonably determines that the past and present performance of the higher priced Offeror outweighs the price difference.

. Award will be made to the responsible Offeror whose proposal conforms to all required terms and conditions, includes all required representations and certifications, meets all requirements set forth in the solicitation, and also provides the best value to the Government based on the results of the evaluation as described below.

Award may be made without discussions with Offerors (except communications conducted for the purpose of minor clarification). Therefore, each initial offer should contain the Offeror's best terms from a past performance and price standpoint. However, the Government reserves the right to conduct discussions if it is later determined by the Contracting Officer to be necessary. When discussions/negotiations occur, each participating Offeror shall be given an opportunity to revise their proposal to reflect any changes that may have resulted from the discussions/negotiations.

The following factors shall be used to evaluate offers:

FACTOR 1- COMPENSATION PLAN

FACTOR 2- PAST PERFORMANCE

FACTOR 3- PRICE

EVALUATION CRITERIA

The Government evaluation process is as follows:

Step 1 – The Government will conduct a compliance review to determine if each Offeror met the submission requirements as outlined in 52.212-1 and Addendum to 52.212-1. If a proposal is found to be non-compliant no further consideration will be afforded to that proposal.

Step 2 – Once the Government has determined which proposals are compliant, only those proposals will continue with the evaluation process as outlined below.

Step 3 – Evaluation Process for Factors 1-3. The compensation plan will be evaluated first for acceptability and in the event, it is found unacceptable no further award consideration or evaluation will be made for that proposal.

FACTOR 1 – COMPENSATION PLAN

The proposed compensation plan for each specialty identified in this solicitation will be considered in terms of its impact upon recruiting and retention and its consistency with a total plan for compensation that is sufficient to attract and retain quality Certified Registered Nurse Anesthesia (CRNA) and Physician-Anesthesiologist services at a fair and reasonable rate at which we could reasonably expect a vendor to be able to recruit and retain qualified individuals for this requirement. The Government will utilize a variety of sources to evaluate each Offeror’s Compensation Plan to determine an Acceptable or Unacceptable rating. In order to adequately manage the risk of non-performance and high turnover the Government will evaluate Compensation Plan (base salary plus fringe) rates for the base year and option years to ensure the Compensation Plan is sufficient to recruit and retain qualified candidates to support this requirement. A Compensation Plan for each of the specialties will be required and will be rated individually as either “acceptable” or “unacceptable” and then an overall rating will be assigned for this factor. Compensation plan for each labor category must be rated as acceptable in order to be further evaluated.

Any compensation plan that is incomplete, does not show the breakdown of fringe benefits, explanation if hiring independent contractors/subcontractors, or are not submitted with amounts as hourly (not annual) rates will be rated “unacceptable”.

The following adjectival rating will be used to annotate the technical evaluations and will form the basis of the assignment of ratings for Factor 1 – Compensation Plan:

Table 1 – Total Employee Compensation Plan Rating Method

Adjectival Rating Description

Acceptable

Based on Medical Readiness Contracting Office – West’s market research the Total Employee Compensation for EACH labor category identified in the solicitation is sufficient to recruit and retain qualified candidates to support this requirement.

Unacceptable

Based on Medical Readiness Contracting Office – West’s market research the Total Employee Compensation is insufficient to recruit and retain qualified candidates in each labor category to support this requirement.

NOTE: Each labor category shall be separately addressed in the offeror’s proposal. An offeror must be found acceptable for each labor category in order to be eligible for award. If one or more labor category is found unacceptable, the entire factor will be determined unacceptable, and thus not eligible for award.

FACTOR 2 – PAST PERFORMANCE

The overall Performance Confidence Assessment (PCA) rating is based on an integrated assessment of the Offerors recent, relevant, and quality past performance (PPI Sheet, PPQ and information obtained from other sources available to the Government). The resulting PCA rating is determined at the factor level and represents an overall evaluation of contractor performance. Offerors without a record of recent, relevant and quality past performance or for whom information on past performance is so sparse that no meaningful confidence assessment rating can be reasonably assigned will not be evaluated favorably or unfavorably on past performance and, as a result, will receive a "Neutral Confidence" rating for the Past Performance factor.

More recent performance will have a greater impact on the performance confidence rating than less recent effort. A strong record of relevant past performance may be considered more advantageous to the Government than a "Neutral Confidence" rating. Likewise, a more relevant past performance record may receive a higher confidence rating and be considered more favorably than a less relevant record of favorable performance. In evaluating past performance, the Government reserves the right to give greater consideration to information on those contract citations deemed most relevant to the effort described in this solicitation. A rating of at least Satisfactory Confidence or Neutral Confidence must be obtained in order to be eligible for award. More relevant past performance record may receive a higher confidence rating and be considered more favorably than a less relevant record of favorable performance.

A “Substantial Confidence” rating of past performance will be considered more advantageous to the Government than a "Satisfactory Confidence" rating.

Definitions

The following definitions will be utilized for the Performance Confidence Assessment determination:

(a) Recency Assessment An assessment of the past performance information contained in the Offeror’s submittals will be made to determine if it is recent. To be recent, the effort must be ongoing or must have been performed within the past three (3) years from the closing date of this solicitation. Past performance information that fails this condition will not be evaluated.

(b) Relevancy Assessment An assessment of the recent past performance information will be made to determine its relevancy. This information will be evaluated to determine how closely the services performed under those contracts relate to the scope, magnitude of effort and complexities this solicitation requires.

(c) Performance Quality Assessment After the determination of recency and relevancy, the Government will assess the performance quality (how well the contractor performed on the contracts). The Government will review all past performance information collected and determine the quality of the Offeror’s performance, general trends, and usefulness of the information and incorporate these into the Performance Confidence Assessment. A separate quality assessment rating will not be assigned; rather, the Past Performance Confidence Assessment rating is based on the Offeror’s overall record of recency, relevancy, and quality of performance.

Relevancy Ratings: The Government will use the following relevancy definitions/ratings when assessing relevant past performance:

Relevancy Rating

Adjectival Rating Description

Very Relevant

Present/past performance effort involved essentially the same scope and magnitude of effort and complexities this solicitation requires. (i.e., services included providing the same or larger sized full-service team, providing the same services, in the same environment as the solicited requirement.)

Relevant

Present/past performance effort involved similar scope and magnitude of effort and complexities this solicitation requires. (i.e., services included providing a slightly smaller sized full-service team, providing similar services in a similar environment as the solicited requirement.)

Somewhat Relevant

Present/past performance effort involved some of the scope and magnitude of effort and complexities this solicitation requires. (i.e., services included providing a smaller full-service team, providing somewhat similar services in a similar environment as the solicited requirement.)

Not Relevant

Present/past performance effort involved little or none of the scope and magnitude of effort and complexities this solicitation requires. (i.e., services included providing a considerably smaller sized team that did not encompass full-service, or where the scope, magnitude and complexities are dissimilar to the solicited requirement.)

Confidence Ratings: The Government will use the following definitions/ratings when making an overall Performance Confidence Assessment (PCA).

Performance Confidence Assessments Rating Methods

Rating Description

Substantial Confidence Based on the Offeror’s recent/relevant performance record, the Government has a high expectation that the Offeror will successfully perform the required effort.

Satisfactory Confidence Based on the Offeror’s recent/relevant performance record, the Government has a reasonable expectation that the Offeror will successfully perform the required effort.

Neutral Confidence No recent/relevant performance record is available, or the Offeror’s performance record is so sparse that no meaningful confidence assessment rating can be reasonably assigned.

Limited Confidence Based on the Offeror’s recent/relevant performance record, the Government has a low expectation that the Offeror will successfully perform the required effort.

No Confidence Based on the Offeror’s recent/relevant performance record, the Government has no expectation that the Offeror will successfully perform the required effort.

FACTOR 3 – PRICE

Price Analysis will be conducted. Proposals will be evaluated for price reasonableness. The proposed price will be evaluated on the bottom-line price for the entire effort, inclusive of all options. A price is reasonable if, in its nature and amount, it does not exceed that which would be incurred by a prudent person in the conduct of competitive business. The Government will evaluate price using various price analysis techniques and procedures IAW FAR 15.404-1(b) including, but not limited to, comparison to the Independent Government Cost Estimate (IGCE), and /or prices received in response to this soliciation.

Evaluation of price will include determination that the price is fair and reasonable. The Government will review the contractor’s proposed basic labor rates by labor category to ensure they meet the minimum hourly wage rate delineated in the SCA WD and Market Research/Independent Government Estimate.

Price must be determined fair and reasonable.

(a) Options Years. The Government will evaluate proposals for award purposes by adding the total price for all options to the total price for the basic year requirement. The Government may determine that a proposal is unacceptable if the option prices are significantly unbalanced. Evaluation of options shall not obligate the Government to exercise the option(s).

(b) Given that FAR 52.217-8 provides that the Government may exercise the Option to Extend Services at the rates Specified in the contract (i.e., the rates in effect when the Extension of Services option is exercised), for purposes of Evaluating the Option to Extend Services, the Contracting Officer will consider the prices submitted for the base year and each option year, since those are the binding prices should the Option to Extend be exercised.

(c) The award decision will be based on the best value offered to the Government and not solely on price and price related factors. In making the award decision, the Contracting Officer will consider the evaluated rating of all factors. Ratings below “Neutral Confidence” and/or “unacceptable” will not be eligible for award.

END OF ADDENDUM TO 52.212-2