Amend_002.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

30-105-04E

APPROVED BY OIRM 11-84

STANDARD FORM 30 (Rev. 10-83) Prescribed by GSA

FAR (48 CFR) 53 243

1. CONTRACT ID CODE PAGE OF PAGES

J 1 74

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

16C. DATE SIGNED

BY 21-Sep-2017

16B. UNITED STATES OF AMERICA15C. DATE SIGNED15B.

(Signature of Contracting Officer)

8. NAME AND ADDRESS OF CONTRACTOR (No., Street, County, State and Zip Code) X W81K04-17-R-0014

X 9B. DATED (SEE ITEM 11)

31-Aug-2017

10B. DATED (SEE ITEM 13)

9A. AMENDMENT OF SOLICITATION NO.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

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

Offer must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended by one of the following methods:

(a) By completing Items 8 and 15, and returning copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE

CONTRACT ORDER NO. IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(B).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

E. IMPORTANT: Contractor is not, is required to sign this document and return copies to the issuing office.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

10A. MOD. OF CONTRACT/ORDER NO.

2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO.(If applicable)

6. ISSUED BY

3. EFFECTIVE DATE

21-Sep-2017

CODE

W40M USA HLTH CONTRACTING ACT

CTR FOR HEALTH CARE CONTR

2199 STORAGE ST BLDG 4197 STE 68

JBSA FT SAM HOUSTON TX 78234-5074

W81K04 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

See summary of changes

15A.NAME AND TITLE OF SIGNER(type or print)

W81K04-17-R-0014

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

A. The purpose of this amendment is to make the following changes to the solicitation:

1. Removed Language from CLIN 0001

2. Remove CLIN 0002 and added CLIN 6001

3. Added clause 52.222-62

4. 52.217-9 completed fill-in

5. 52.222-42 deleted Army, Navy, and Marines Equivalent Rates and left in general rates.

6. Deleted Table of Contents from beginning of PWS

7. Made changes to the Proposal Table of Contents, row 3 column 2 and last row column 4.

8. Made changes to CLIN Structure table in Addendum to 52.212-1, section titled Volume IV - Price Proposal (Factor 3)

9. Added sentence at the end of paragraph 3, in Addendum to 52.212-1, section titled Volume IV - Price Proposal (Factor 3)

10. Changed Table of Attachments in its entirety.

11. Made changes to Attach 2, row 2, 3, and 5 column 2 and

12. Renumbered attachments B. All other terms and conditions remain unchanged.

SECTION SF 1449 - CONTINUATION SHEET

SUPPLIES OR SERVICES AND PRICES

CLIN 0001

The CLIN extended description has changed from:

The contractor shall be required to provide the Government with all transitional services as required and stated in the Performance Work Statement, paragraph 1.21 prior to the start of the contract performance of 1 January 2018. These services shall be non-severable, non-personal and shall include all items, such as travel, supplies, equipment and any other administrative services required to meet the transition requirement prior to the performance start date.

To:

The contractor shall be required to provide the Government with all transitional services as required and stated in the Performance Work Statement, paragraph 1.21 prior to the start of the contract performance.

CLIN 0002

This CLIN has been renumbered to CLIN 6001.

The following have been added by reference:

52.222-62 Paid Sick Leave Under Executive Order 13706 JAN 2017

The following have been modified:

ADDENDUM TO 52.212-1

ADDENDUM TO 52.212-1

Addenda to 52.212-1(b), Submission of Proposals. The paragraph is tailored as follows:

Paragraph (b), the second sentence is deleted and replaced with the following: “Proposals must be submitted on the SF 1449 and accompanied by all requested items elsewhere specified in the solicitation.

Paragraph (b) (10) is deleted and replaced by information required to be submitted in Volume III of the proposal.

Addenda to 52.212-1(c), Period for Acceptance of Proposals. The paragraph is tailored as follows: “The Offeror agrees to hold the prices in its offer firm for 180 calendar days from the date specified for receipt of proposals.”

Addenda to 52.212-1(e), Multiple Proposals. This paragraph is deleted in its entirety.

Addenda to 52.212-1(g), the following paragraph is added to the end of the current paragraph as follows: "After evaluating proposals, if discussions are deemed necessary, the contracting officer may determine that the number of most highly rated proposals that might otherwise be included in the competitive range exceeds the number at which an efficient competition can be conducted. In this event, the contracting officer may limit the number of proposals in the competitive range to the greatest number that will permit an efficient competition among the most highly rated proposals."

Addenda to 52.212-1 (m) Organizational Conflict of Interest. For those Offerors planning to engage in a teaming arrangement or to use subcontractors, a conflict of interest may be created if a company is identified as a prime Offeror, teaming partner/subcontractor, or as a member of a Joint Venture on more than one proposal. Each participating company shall only submit one proposal. If the contracting officer concludes during proposal evaluation that a potential conflict of interest exists because one or more companies have participated in more than one proposal as a prime Offeror, teaming partner/subcontractor, or as a member of a Joint Venture, the contracting officer reserves the right to require a conflict of interest mitigation plan from the prime Offerors of those proposals.

If an Offeror fails to submit a plan, or submits an inadequate plan, the Offeror may not be considered.

INSTALLATION ACCESS. Effective 1 May 2013, access to Fort Sam Houston (FSH) Main is closed except for pre-vetted and approved credential holders IAW Air Force Federal Acquisition Regulation Supplement 5352.242-9000 (Contractor Access to Air Force Installations); AFI 31-101 (Integrated Defense); AFI 31-113 (Installation Perimeter Access Control); and AFI 31-502 (Defense Biometric Identification Systems (DBIDS) Operations. Therefore, the US Government (USG) is not responsible for delays at the gate when proposed Offerors are in the process of delivering proposals to the Health Readiness Contracting Office (HRCO) office at Bldg 4197 by the due date and time annotated on the Request for Proposal. As Visitor Control Centers become operational, the proposed Offeror must stop by one of the Visitor Control Centers prior to entry to be vetted and issued a pass. The Visitor Control Centers at the FSH Main Entrance through Walters Street and Harry Wurzbach-East off Scott Road.

The proposed Offeror must present a valid photo ID at the Visitor Control Center to be vetted and issued a pass. Any proposed Offeror found to have derogatory information during the vetting process will be denied access.

(A) PROPOSAL SUBMISSION

1. INTRODUCTION.

a) The Offeror shall submit its proposal to the office indicated in block 9 of the Standard Form (SF) 1449, Solicitation/Contract Award. To be considered for evaluation, proposals must be received no later than the date and time (Central Standard Time) specified in Block 8, SF 1449. The Offeror shall mark the exterior of their package and each CD-R with the solicitation number specified in Block 5, SF 1449 (See Proposal Table of Contents for further instructions). Proposals shall be submitted in the format stated in the “Proposal Table of Contents” listed below in Section 2 “Proposal Files”. Each volume of the Offeror’s proposal shall be submitted in electronic form on a separate CD-R as specified in the table below entitled, “Proposal Table of Contents.” Telegraphic, electronic mail, and facsimile proposals will not be accepted. Files shall not contain classified data. Each paragraph shall be separated by at least one blank line. A standard, 12-point minimum font size applies. Margins: Top, Bottom, Left, Right – 1” Page Size, Width – 8.5” Page Size, Height – 11”. Tables and illustrations may use a reduced font size not less than 8-point and may be landscape.

b) Electronic Files (CD-Rs). Offerors shall submit their proposal on CD-Rs that are clearly labeled with the Offeror’s name, cage code, volume number and volume title. Electronic files shall not contain classified data.

Each CD-R shall be made read only and “burned” at a minimum 8x speed. In addition, each CD-R must be made “final.” “Final” is a recording option that renders the CD totally used so that no other data tracks can be added. Do not use compressed file formats. Submissions shall be virus free. Electronic files shall be submitted in a format that is compatible with Microsoft Office 2007 applications. Each CD-R shall be submitted in a separate CD package (i.e. die-cut jacket, plastic case, CD sleeve, CD bag) clearly marked with the volume number and volume title and shall be submitted as a set.

(1) Each volume of the Offeror’s proposal (Business proposal, Technical Quality proposal, Performance

Risk proposal (Past & Present Performance), and Price proposal) shall be submitted on a separate CD-R.

c) Additional Restrictions.

(1) Technical Quality Proposal (Volume II) is limited to 50 pages. Page limitations shall be treated as maximums. If exceeded, the excess pages will not be read or considered in the evaluation of the proposal. If there are more than 45 lines of text on any page, the additional lines will not be evaluated. Headers, footers and page numbers are not included in the line count.

(2) Each page shall be counted except the following:

• Master Table of Contents

• Volume Cover Pages

• Table of Contents

• Summary Section

• Glossaries of Abbreviations and Acronyms

• Dividers

• Blank pages

• Online Representation and Certifications

• Consent Letters/Client Authorization Letters

• Past Performance Risk Assessment Questionnaires

• Points of contacts list completing past performance questionnaires

(3) Questions and Answers. Offerors may submit questions regarding this solicitation to the attention of

Mr. Carlos B. McGough, at e-mail: carlos.b.mcgough.civ@mail.mil, no later than 07 Sep 2017 at 1:00 pm Central Standard Time after issuance of this solicitation in the format at Attachment 9 entitled “Question and Answer Template.”

(4) Glossary of Abbreviations and Acronyms. Each volume shall contain a glossary of all abbreviations and acronyms used, and with an explanation for each. Glossaries do not count against the page limitations for their respective volumes.

(5) E-mail correspondence. Offeror’s shall ensure that all e-mails identify in the subject the solicitation number referenced and specific title of reference i.e. “W81K04-17-R-0014- Questions”

2. PROPOSAL FILES.

Offerors shall use the “Proposal Table of Contents” below to organize their electronic proposal files. Each volume of the Offeror’s proposal shall be submitted in electronic form on a separate CD-R as specified in the table. Each document shall be saved to the appropriate CD-R as a separate electronic file using the document titles provided in Solicitation Attachment 10 entitled, “Proposal File Naming Convention.”

PROPOSAL TABLE OF CONTENTS

Vol. Document Title Copies Page Limits

I Business Proposal

1. Cover Letter

2. Master Table of Contents

3. Contract Administrative Data

4. SF 1449/SF 30

NOTE: Page 1 of the SF 1449 and all Amendments (SF 30) must be signed by an authorized representative who indicates agreement of a 180-day acceptance period.

5. Representation and Certifications

6. Responsibility Determination

7. Glossary of Abbreviations and Acronyms

1 CD-R containing the Offeror’s complete Volume I, Business Proposal

No Limit

II Technical Quality Proposal Note: submit as one complete document containing the follow:

1. Table of Contents

2. Management and Technical Approach

3. Transition Plan

4. Staffing Plan

5. Glossary of Abbreviations and Acronyms

4 CD-Rs each containing the Offeror’s complete Volume II, Technical Proposal

NOTE: 3 CD-Rs must be sanitized, to include the label/cover of the CD-R which should reference the Offeror’s CAGE code instead of the name of the company (See Solicitation Attachment 10)

Vol. Document Title Copies Page Limits

III Performance Risk Proposal

1. Table of Contents

2. Subcontractor Teaming Partner Consent Letter

3. Subcontractor Teaming Partner Table

4. (Performance Assessment Submission 1)

5. (Performance Assessment Submission 2)

6. (Performance Assessment Submission 3)

7. Glossary of Abbreviations and Acronyms

1 CD-R containing the Offeror’s complete Volume III, Performance Risk Proposal

2 pages per reference

IV Price Proposal Contractor Price Proposal

1 CD-R containing the Offeror’s complete Volume IV, Price Proposal

No limit

3. CONTENT REQUIREMENTS.

a) All information shall be confined to the appropriate volume/section. For example, only information included in the section labeled “Management and Technical Approach” will be evaluated for Management and Technical Approach. If Management and Technical Approach information is included elsewhere in the proposal, it will not be evaluated as part of the Management and Technical Approach sub-factor. The Offeror shall confine submission to essential matters, sufficient to define the proposal and provide adequate basis for evaluation. Offerors are responsible for including sufficient details, in a concise manner, to permit a complete and accurate evaluation of each proposal. Proprietary information shall be clearly marked.

b) Cross-Referencing. Each volume shall be written on a standalone basis so that its contents may be evaluated with no requirement to cross-reference to other volumes of the proposal. Information required for proposal evaluation which is not found in its designated volume will be assumed to have been omitted from the proposal. Offerors are responsible for the accuracy of its proposal and the government will not search or hunt for information that is not provided in the required location. Information not found in a technical subfactor will be considered missing and may result in a deficiency.

VOLUME I - BUSINESS PROPOSAL

1. COVER LETTER.

The cover letter shall be a no more than 2-page introduction identifying the Offeror (name, address, telephone and fax numbers, email address, cage code, DUNS number, the solicitation, number, and the contents of the proposal).

2. TABLE OF CONTENTS

Volume I – Business Proposal shall contain a Master Table of Contents referencing the contents in all volumes. The Master Table of Contents will not count against the page limitations for their respective volumes.

3. CONTRACT ADMINISTRATION DATA.

The Offeror shall provide with its proposal, Points of Contact (POC) for administration of any resulting contract should the Offeror be selected. These POCs shall be available during normal business hours and other than normal business hours. The POC for other than normal business hours will be contacted only in the event of emergencies.

Accordingly, the named individual(s) should possess sufficient corporate authority to effectively deal with emergency situations. The telephone number(s) provided should be functional at all times. If there are different POCs for different conditions, such as weekdays, weekends, holidays, etc, please furnish all and explain as follows:

(a) Offeror’s normal business hours/days.

(b) POCs during normal business hours.

(c) POCs for other than normal business hours.

4. SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS (SF 1449) AND AMENDMENTS (SF 30).

Page 1 SF 1449 with signature of a corporate officer authorized to negotiate for the company in Block 30a, acknowledgement of all amendments, (SF 30) with signature in Block 15B, and agreement of the acceptance period stated in the Addenda to 52.212-1(c).

5. REPRESENTATIONS AND CERTIFICATIONS.

Offerors shall submit one completed copy of all representations and certifications. If the Offeror has completed the Online Representations and Certifications at the System for Award Management (SAM) https://www.sam.gov/portal/public/SAM, submit an electronic printout of the Representations and Certifications.

6. RESPONSIBILITY DETERMINATION.

To assist in determining Offeror/Contractor responsibility IAW FAR Part 9, the Offeror shall explain how they plan to have or obtain adequate financial resources to support any awarded contract. If the Offeror intends to rely on internally available working/operation capital, evidence of availability must be submitted. If the Offeror plans to rely on financial support from other sources, evidence of availability and the maximum lines of credit that may be available must be identified and must be based upon the inclusion of this contract effort. Evidence of external funding must be provided in the form of a dated letter from the external source. Documentation to support the amounts must also be included.

Offerors who fail to provide sufficient information for the USG to make an affirmative responsibility determination may be referred to the Small Business Administration (SBA) for Certificate of Competency consideration USG FAR Part 19.6. To be eligible for award of a contract, the Offeror must receive an affirmative responsibility determination or a Certificate of Competency issued by the SBA.

7. GLOSSARY OF ABREVIATIONS AND ACRONYMS.

Include a glossary of abbreviations and acronyms used throughout the volume.

VOLUME II – TECHNICAL QUALITY PROPOSAL (Factor 1)

1. Submission of Technical Quality Proposals (Volume II). Technical Quality Proposal shall be submitted as one complete document. For example do not submit five separate documents for the Table of Contents, Subfactors and the Glossary. Character spacing shall be set on the 'Normal' setting for Microsoft Word. Offeror’s technical quality volume shall include section, paragraph, and page number on each subfactor page. Page numbers shall be continuous and not restart at the beginning of each subfactor. Subfactors shall begin at the top of a new page.

2. Page count. Technical Quality Proposal Subfactors are limited to 50 pages. Page limitations shall be treated as maximums. If exceeded, the excess pages will not be read or considered in the evaluation of the proposal. Pages with Tables and Exhibits are included in the page count. Pages not included are as follows:

a. Table of Contents

b. Glossaries of Abbreviations and Acronyms

c. Dividers

d. Blank pages

3. TABLEOF CONTENTS.

https://www.sam.gov/portal/public/SAM

Table of Contents shall be included as one document along with the offerors Subfactors. The Table of Contents shall contain details which delineate the pages, sections, paragraphs, and subparagraphs within that volume.

Technical Quality Proposal must specifically address the sub-factors.

4. TECHNICAL QUALITY PROPOSAL INSTRUCTIONS.

Volume II shall include the Technical Quality Proposal and shall be specific and complete. The technical proposal shall not contain cost/pricing, past performance or incumbency information. All the requirements specified in the solicitation are mandatory and by your proposal submission, you are representing that your company will perform all the requirements specified in the solicitation. The USG will evaluate the Offeror’s responses against the Technical Proposal sub-factors defined in the Addendum to 52.212-2. The offeror shall use the instructions provided below, to provide as specifically and descriptively as possible the actual methodologies, procedures, and approaches your company would use to accomplish/satisfy ALL requirements specified in the sub-factors listed below

The Offeror shall ensure that the Technical Quality Proposal is legible, clear, concise, and cohesive. The Offeror shall ensure that its proposal does not merely reiterate, restate, rephrase or reformulate the requirements specified herein. It is the offeror’s responsibility to provide a technical proposal that includes enough description and convincing rationale to substantiate the validity of its stated claims. The government’s evaluation will not include assumptions or use of prior knowledge of the offeror and will base its evaluation ratings on the accuracy, detail, and merit of the offerors submitted proposal.

5. SUBFACTOR CONTENT

Technical Quality Proposal must specifically address the following sub-factors:

SUB-FACTOR 1A: MANAGEMENT AND TECHNICAL APPROACH . The offeror shall provide a narrative describing their management and technical approach that addresses their method for accomplishing PWS requirements under the basic contract. At a minimum, include the following:

(a) Describe management techniques, tools and practices your company will use to ensure quality and timeliness performance of all required services throughout the life of the contract.

(b) Describe your company’s key personnel and their respective positions and how they would be utilized during the performance of a resultant contract.

(c) Describe your company’s approach to cover unscheduled absences.

(d) Describe your company’s approach to retain employees and/or subcontractors with minimum turnover.

(e) If partnering with another contractor, state the capacity in which this partner will serve in the management of this contract.

SUB-FACTOR 1B: TRANSITION PLAN. The offeror shall provide, in narrative format, a description of their technical approach on how they intend to execute a timely and effective phase-in period within 90 days in order to meet PWS requirements by the contract start date by addressing the following: At a minimum, include the following:

(a) Describe how your company proposes to execute the phase-in transition from the incumbent to the offeror.

Include at a minimum the plans for recruitment and hiring of personnel, functional training of personnel, acquisition of supplies and equipment, your paperwork processing procedure for background check, etc., so that full service will be provided on the period of performance start date. Include a chart, such as a milestone chart, showing sequenced events in the proposed transition plan.

(b) Describe how your company proposes to execute the phase-out transition, including but not limited to out-processing personnel, and communicating with a subsequent offeror. Include a chart, such as a milestone chart, showing sequenced events in the proposed transition plan.

SUB-FACTOR 1C: STAFFING PLAN.

(a) Describe your company’s proposed staffing plan and ensure that it demonstrates your compliance and understanding of the solicitation.

(b) Describe your company’s staffing plan by addressing each type of labor category (i.e. shift supervisor, clerk) and including the number of employees (Full-Time Equivalent (FTE)) proposed by labor category.

(c) Describe in your company’s staffing plan details of the basis of estimate (BOE) to include the offeror’s processes and methodologies used in estimating the productive hours.

6. GLOSSARY OF ABBREVIATIONS AND ACRONYMS.

Include a glossary of abbreviations and acronyms used throughout the volume.

VOLUME III – PERFORMANCE RISK PROPOSAL (Past and Present Performance) (Factor 2)

Volume III includes documentation that illustrates the Offeror’s performance on current or past USG or commercial contracts. Volume III may include, no more than, three Performance Assessment Submissions (PASs). Each PAS shall describe work performed under one contract (see contract definition below). Each PAS shall meet the relevancy definition in Addendum to 52.212-2 and performance must have occurred within the last three years prior but not less than six months of the issuance date on the solicitation. The three PASs may include work performed by the prime Offeror and major subcontractor(s) stated in the Offeror’s technical proposal to perform on any resultant contract. A complete Volume III shall include all files described below:

1. TABLE OF CONTENTS. The Table of Contents shall contain details which delineate the subparagraphs and sections within that volume.

2. SUBCONTRACTOR/TEAMING PARTNER CONSENT LETTERS. Performance Risk information concerning subcontractors and teaming partners cannot be disclosed to a private party without the subcontractor’s or teaming partner’s consent. Because a prime Offeror/Contractor is a private party, the USG will need that consent before disclosing subcontractor/teaming partner past and present performance information to the prime Offeror during discussions or negotiations. In an effort to assist the USG in assessing your performance risk, Offerors must have each of their subcontractors and teaming partners complete Attachment 4 entitled “Subcontractor/Teaming Partner Consent letter”. A completed consent form should be submitted as part of your Performance Risk (Past and Present Performance) Volume for each Subcontractor/Teaming Partner identified in your Volume III.

(a) Teaming Arrangements. If a teaming arrangement is contemplated, provide complete information as to the arrangement, including any relevant and recent past performance information on previous teaming arrangements with same partner. Past experience of one team member will be considered past experience of all team members for purposes of evaluation.

(b) A major subcontractor is defined as a subcontractor performing more than 25% of the contract effort.

3. SUBCONTRACTOR/TEAMING PARTNER TABLE. The Offeror shall complete Attachment 5 entitled “Subcontractor/Teaming Partner Table” which describes business arrangements in which the Offeror intends to participate during the performance of any resulting contract/TO. In the table, the Offeror shall use the same designation (i.e. STP-1) for each business partner as they use in their sanitized copy of their technical proposal.

4. PERFORMANCE ASSESSMENT INFORMATION. The offeror shall list all performance assessment submissions in the format referenced on the attached excel spreadsheet, Attachment 6, entitled, “Performance Assessment Information”.

5. PERFORMANCE ASSESSMENT SUBMISSION. The Offeror shall submit performance assessment information only for those persons or entities (Offeror, key personnel and prime subcontractors/teaming partners), who will perform on contracts resulting from this solicitation. The Offeror shall submit no more than three performance assessments on their current or past USG or commercial contracts. The word “contract” is defined as a single contract, purchase order, or a TO on an Indefinite Delivery/Indefinite Quantity (IDIQ) contract. The word “contract”, as defined herein, does not mean basic IDIQ contract, for the purpose of past performance submissions under this solicitation. A single performance assessment submission shall only include one (1) contract, TO or purchase order and MAY not include a combination of contracts, purchase orders, or TOs. If an Offeror submits more than three contracts, the USG will evaluate only the first three listed contracts for recency and relevancy. If an Offeror submits multiple contracts, purchase orders or TOs on one (1) performance assessment submission, then that submission will not be evaluated. Performance assessments shall meet the relevancy definition in Addendum to 52.212-2 and performance must have occurred within the last three years prior but not less than six months of the issuance date on the solicitation. The total number of performance assessment submissions shall include prime and any major subcontractor(s) projected to perform on any resultant contract. Only those subcontractors that meet the definition of a major subcontractor, as defined as performing more than 25% of any resultant contract arising from this solicitation will be used in the Offeror’s performance assessment. The Offeror shall submit a summary of each performance assessment submission, which shall be limited to two (2) pages for each submission. Each submission shall include the following:

(a) Statement of Relevancy: Provide a complete description of the work involved to include dollar value.

Include rationale as to why and how the acquisition meets one of the relevancy definitions for this acquisition.

(b) Reference Customer Information Sheet. The Offeror shall provide a list of all POCs to whom Performance Risk Assessment Questionnaires were provided to by the Contractor for evaluation by the USG. Reference information shall be submitted in the format referenced in Attachment 7 entitled “Reference Customer Information Sheet”.

(c) Performance Risk Assessment Questionnaires (PRAQs). The Offeror shall request completion of Attachment 9 entitled “Performance Risk Assessment Questionnaire (PRAQ)” by those persons who have knowledge of the performance quality provided on the contracts listed above. PRAQs should be completed by a member of the program office, administrative contracting office, end users of the service provided, or any other technical or business advisor who has knowledge of the Contractor’s performance. The USG will use the results of submitted questionnaires as a method to evaluate an Offeror’s past performance. The Offeror shall provide a copy of the attached PRAQs to each POC with a letter the same as or similar to that at Attachment 8 entitled “Sample Questionnaire Cover Letter”. Instruct each source to complete and e-mail the entire questionnaire to Mr. Carlos B. McGough at e-mail: carlos.b.mcgough.civ@mail.mil. Completed Performance Risk Assessment Questionnaires (PRAQs) must be received on or before the date and time established for receipt of proposals.

Questionnaires received after the date established for receipt of proposals will not be considered.

6. GLOSSARY OF ABREVIATIONS AND ACRONYMS. A glossary of all abbreviations and acronyms used, and with an explanation for each. Glossaries do not count against the page limitations for their respective volumes.

VOLUME IV – PRICE PROPOSAL (Factor 3)

1. Volume IV shall include pricing information that will be used to evaluate an Offeror’s total price. The Offeror must include pricing for each Contract Line Items Number (CLIN) the base and all options; except Contractor Manpower Reporting CLINs. The Offeror shall only provide that information essential to document or support the Offeror’s price proposal. The offeror shall provide an Excel Spreadsheet to show how it developed its pricing, which shall include a “Summary” tab that includes the information in the table below.

2. CONTRACTOR MANPOWER REPORTING (CMR). Offerors shall not provide separate pricing for annual CMR requirements. CMR appears as Not Separately Priced “NSP” in the table below.

CLIN Description Quantity Amount

0001 Transition 3 Months 1001 Patient Appointing Services (PAS) 9 Months 1002 Contractor Management Reporting (CMR) 1 Each Not Separately Priced 2001 Patient Appointing Services (PAS) 12 Months 2002 Contractor Management Reporting (CMR) 1 Each Not Separately Priced 3001 Patient Appointing Services (PAS) 12 Months 3002 Contractor Management Reporting (CMR) 1 Each Not Separately Priced 4001 Patient Appointing Services (PAS) 12 Months 4002 Contractor Management Reporting (CMR) 1 Each Not Separately Priced 5001 Patient Appointing Services (PAS) 12 Months 5002 Contractor Management Reporting (CMR) 1 Each Not Separately Priced 6001 Contractor Management Reporting (CMR) 1 Each Not Separately Priced

2. The Contracting Officer has determined there is a high probability of adequate competition on this acquisition.

Upon examination of the initial proposals, the contracting officer will review this determination and if in the Contracting Officer’s opinion, adequate competition exists no additional cost information will be requested.

However, if at any time during this competition the Contracting Officer determines that adequate competition no longer exists; Offerors may be required to submit information to the extent necessary for the contracting officer to determine the reasonableness of Offerors’ price proposals. Additionally, all information related to pricing shall be included in Volume IV of the proposal only. UNDER NO CIRCUMSTANCES should pricing information be included elsewhere in the proposal. A complete Volume IV shall include the information below:

Section 2. Narrative

The price proposal shall include narrative as to how the prices were developed for each of the CLIN. Show all of the cost elements that make up each unit price for each CLIN.

ATTACHMENTS

TABLE OF ATTACHMENTS

ATTACH DOCUMENT NAME CROSS REFERENCE NO OF PAGES

1 Call Volume and Transactions N/A 2 Quality Assurance Surveillance Program N/A

3 Sample Sub-Contractor/Teaming Partner Consent Letter

52.212-1 VOL III, Para 2 1

4 Subcontractor/Teaming Partner Table 52.212-1 VOL III , Para 3 1 6 Reference Customer Information Sheet 52.212-1 VOL III, Para 5.b. 1 7 Sample Questionnaire Cover Letter 52.212-1 VOL III, Para 5.c. 1 8 Performance Risk Assessment Questionnaire 52.212-1 VOL III , Para 5.c. 3 9 Question and Answer Template 52.212-1, Para (A) 1. c. (3) 1

10 Proposal File Naming Convention 52.212-1, Para (A) 2. 2

ATTACHMENT 9

QUESTION AND ANSWER TEMPLATE

Offerors who determine that the technical requirements of this RFP require clarifications in order to permit submittal of a responsive proposal are requested to submit all questions in writing to the maximum extent possible within 10 calendar days of release of the RFP. These questions shall be directed to the KO identified above. The USG will issue RFP Questions and answers on www.fbo.gov and acquisition.army.mil, and amend the RFP if necessary to clarify RFP requirements.

PAGE AND

PARAGRAPH

OFFEROR’S QUESTIONS GOVERNMENT’S RESPONSE

ATTACHMENT 10

PROPOSAL FILE NAMING CONVENTION

The offeror shall mark the exterior of their package and each CD-R with the solicitation and volume specified below. Each document shall be saved to the appropriate CD-R as a separate electronic file using the document title specified below.

PACKAGE AND CD-R

LABEL/MARKING

DOCUMENT TITLES

1 CD-R

Labeled/Marked:

“Solicitation W81K04-17-R-0014

(Company Name) Volume I

Business Proposal

VOL I (Company Name) Cover Letter DDMMMYY VOL I (Company Name) Master Table of Contents DDMMMYY VOL I (Company Name) Contract Administrative Data DDMMMYY VOL I (Company Name) Signed SF 1449 DDMMMYY VOL I (Company Name) Signed SF 30 DDMMMYY * VOL I (Company Name) Representation and Certifications DDMMMYY VOL I (Company Name) Responsibility Determination DDMMMYY VOL I (Company Name) Glossary of Abbreviations and Acronyms DDMMMYY

1 CD-R’s UnSanitized

Labeled/Marked:

“Solicitation

W81K04-17-R-0014 (Company Name)

Volume II Technical Quality Proposal

VOL II Technical Quality Proposal

Table of Contents DDMMMYY Management and Technical Approach DDMMMYY Transition Plan DDMMMYY Staffing Plan DDMMMYY Glossary of Abbreviations and Acronyms DDMMMYY http://www.fbo.gov/

PACKAGE AND CD-R

LABEL/MARKING

DOCUMENT TITLES

3 CD-R

Sanitized

Labeled/Marked:

“Solicitation

W81K04-17-R-0014 (Offeror’s CAGE Code)

Volume II Technical Quality Proposal

VOL II Technical Quality Proposal

Table of Contents DDMMMYY Management and Technical Approach DDMMMYY Transition Plan DDMMMYY Staffing Plan DDMMMYY Glossary of Abbreviations and Acronyms DDMMMYY

1 CD-R

Labeled/Marked:

“Solicitation W81K04-17-R-0014

(Company Name) Volume III

Performance Risk Proposal

VOL III (Company Name) Table of Contents DDMMMYY VOL III (Company Name) Subcontractor Teaming Partner Consent Letter

DDMMMYY

VOL III (Company Name) Subcontractor Teaming Partner Table DDMMMYY VOL III (Company Name) Performance Assessment Submission 1 DDMMMYY VOL III (Company Name) Performance Assessment Submission 2 DDMMMYY VOL III (Company Name) Performance Assessment Submission 3 DDMMMYY

DDMMMYY

VOL III (Company Name) Glossary of Abbreviations and Acronyms

DDMMMYY

1 CD-R

Labeled/Marked:

“Solicitation W81K04-17-R-0014

(Company Name) Volume IV

Price Proposal

VOL IV (Company Name) Pricing (Patient Appointing Services) DDMMMYY

* VOL I Signed SF30 is only if applicable if a solicitation amendment (SF30) was issued

ATTACHMENT 3

SAMPLE SUB-CONTRACTOR/TEAMING PARTNER CONSENT LETTER

(NOTE: This information should be on company letterhead.)

Subcontractor/Teaming Partner Consent Form for the Release of Performance Risk (Past and present Performance) Information to the Prime Offeror

Dear (Contracting Officer), We are currently participating as a (SUBCONTRACTOR/TEAMING PARTNER) WITH (PRIME OFFEROR OR NAME OF ENTITY PROVIDING PROPOSAL) in responding to the Department of the Army, Health Readiness

Contracting Office (HRCO), Request for Proposal (RFP) No. W81K04-17-R-0014 for the acquisition of Patient Appointing Services.

We understand that the Government is placing increased emphasis on past performance in order to obtain best value in source selections. In order to facilitate the performance risk assessment process we are signing this consent form in order to allow you to discuss our past and present performance information with the prime offeror during the source selection process.

(Signature of individual who has the authority to sign for and legally bind the company)

(Title of above individual)

Company Name: __________________________________________

Address: _________________________________________________

CAGE Code: ______________________________________________

Phone Number and Fax Number: ______________________________

ATTACHMENT 4

SUBCONTRACTOR/TEAMING PARTNER (S/TP) TABLE

Provide the required information on the offeror (Prime) below. If the offeror is a Joint Venture, list the name of the Joint Venture in the block next to “Offeror Company Name” and provide the details for the two (2) companies forming the Joint Venture in the fields provided.

Offeror Company Name Small Business Designation Address

POC & Telephone

Percentage of Contract Workload Location Coverage

S/TP - A

Subcontractor/Teaming Partner Table Name

Business Relationship

Location Coverage (list states)

S/TP - B

Subcontractor/Teaming Partner Table Name

Business Relationship

Location Coverage (list states)

ATTACHMENT 6

REFERENCE CUSTOMER INFORMATION SHEET

CUSTOMER INFORMATION

Company Name Street Address City/State/Zip

POC Information First Name Last Name Email Address Phone Number Fax Number Date Email to POC

CONTRACT INFORMATION

Solicitation Number Contract Number TO Number Dollar Value Period of Performance

CONTRACTING AGENCY INFORMATION (if different than above) Contracting Agency Contracting Officer Street Address City/State/Zip

Email Address Phone Number Fax Number

ATTACHMENT 7

SAMPLE QUESTIONNAIRE COVER LETTER

(NOTE: This information should be on company letterhead.)

TO: QUESTIONNAIRE EVALUATOR DATE OF LETTER

AGENCY OR ORGANIZATION NAME

STREET ADDRESS

CITY/STATE/ZIP CODE

FROM: COMPANY NAME (CAGE CODE)

STREET ADDRESS

CITY/STATE/ZIP

SUBJECT: Performance Risk Assessment Questionnaire for (contract title and contract/TO number) concerning contract numbers (contract/TO number(s)).

1. Our company is currently preparing to submit our proposal, in response to the Health Readiness Contracting Office (HRCO) for Patient Appointing Services under solicitation number W81K04-17-R-0014. In doing so, providing relevant past performance experience is required as part of our proposal submission.

2. We have identified the above referenced contract(s) as relevant to this acquisition and you as our point of contact (POC). As such, we request that you complete the attached Performance Risk Assessment Questionnaire, by providing responses to questions and adding comments regarding our performance.

3. Upon completion, please forward the questionnaire directly to Mr. Carlos B. McGough (carlos.b.mcgough.civ@mail.mil). DO NOT RETURN THE COMPLETED QUESTIONNAIRE TO US. The information provided by you regarding our performance is considered sensitive and cannot be released to us or submitted to HRCO.

4. The completed questionnaire should be received by Mr. Carlos B. McGough not later than (date to be inserted by offeror, prior to the due date). If you have any questions regarding the Patient Appointing Services requirement or the completion and submission of the questionnaire, please contact Mr. Carlos B. McGough, (Contract Specialist), via phone at (210) 221-3344 or via e-mail at carlos.b.mcgough.civ@mail.mil.

5. If you have questions regarding for our company please contact (contractor’s POC and phone number for past performance issues). Thank you for your timely response.

Sincerely, ATTACHMENT 8

PERFORMANCE RISK ASSESSMENT QUESTIONNAIRE

RETURN COMPLETED SURVEY FORM TO:

mailto:carl.j.lynch.civ@mail.mil

Health Readiness Contracting Office (HRCO) Attn: Mr. Carlos B. McGough Solicitation Number: W81K04-17-R-0014 Phone Number: 210-221-3344 E-mail carlos.b.mcgough.civ@mail.mil

A. EVALUATED CONTRACTOR’S INFORMATION:

Company/Organization Name Cage Code:

Point of Contact (POC):

Title of POC:

Address:

Telephone Number:

Fax Number:

Email

B. RESPONDENT INFORMATION:

Respondent’s Name:

Respondent’s Title Company/Organization Name Address:

Telephone Number:

Evaluated Contractor Performed as:

Prime Contractor _______ or Sub Contractor ________

C. FULL TIME EQUIVALENTS (FTEs) PROVIDED:

Please provide the specialty title and number of FTEs provided by the evaluated contractor.

D. CONTRACT INFORMATION:

Contract Title/Description:

Contract Number:

TO Number if Applicable Status (i.e. On-going, complete):

Contract Amount: total amount of base plus any options

Type of Contract Performance Period being evaluated

Place of Performance:

Total Number of FTEs

E. RATING INFORMATION:

Choose the number on the scale of 0 to 5 that most accurately describes the Offeror’s performance or situation. If you are unable to rate a question because it was not a requirement or you have no knowledge of the contractor’s performance under the question situation, then you should mark “Not Applicable” and do not include the specific question in the total number of questions answered at the bottom of the applicable section. If the question situation would be considered a part of the required performance under this contract, but the contractor has no experience in the area, then mark “0” and include it in the total number answered at the bottom of the applicable section.

RATING DEFINITION

Exceptional = 5 Performance meets contractual requirements and exceeds many requirements to the government’s benefit. (Risk Level: Very Low)

Very Good = 4 Performance meets contractual requirements and exceeds some to the government’s benefit. (Risk Level: Low)

Satisfactory = 3 Performance meets contractual requirements. (Risk Level: Moderate)

Marginal = 2 Performance does not meet some contractual requirements. The element being assessed reflects a serious problem for which the Contractor has not yet implemented satisfactory corrective action. (Risk Level: High)

Unsatisfactory = 1 Performance does not meet contractual requirements recovery is not likely in a timely manner. Contractor’s corrective actions to date are ineffective (Risk Level:

Very High)

Unknown = 0 The Offeror has little/no relevant past performance upon which to base a meaningful performance risk prediction. (Risk Level: Unknown)

F. PERFORMANCE EVALUATION QUESTIONS:

Quality of Services

Performance Rating

(1) The Contractor provided quality services that adhered to contract requirements, specifications, and standards of professional conduct.

(2) The Contractor provided quality personnel that met or exceeded the required qualifications.

(3) The Contractor demonstrated an overall effective and quality management effort.

(4) The Contractor maintained an effective on-going Quality Control Plan to provide for monitoring, analyzing, and improving quality contract performance.

Performance Rating Total

Performance Rating Total Divided by total number of questions answered

Overall Rating

Timeliness of Performance/Services

Rating

(1) The Contractor successfully achieved fill-rates established by the contract.

(2) The labor turnover in key personnel and other labor categories (to include contracted health care providers) was minimal and did not adversely affect Contractor Performance.

(3) The Contractor consistently demonstrated an ability to quickly recruit contract service providers (CSPs) on time to meet the Government needs.

(4) The Contractor demonstrated the ability to retain CSPs to support contract/TO requirements so that work schedules would not be disrupted.

(5) The Contractor demonstrated the ability to plan for and provide replacement candidates during the life of the contract to include pre-planned absences, unplanned illnesses, or an extended leave of absence.

(6) Credentialing Packages (to include current and complete information) were presented in timely fashion to the applicable facility.

Total

Performance Rating Total Divided by total number of questions answered

Overall Rating

Business Relations

Rating

(1) The Contractor had the ability to respond effectively to contract performance issues.

(2) If applicable, the Contractor acted IAW any “Non-Compete Clause” Terms and Conditions of the contract.

(3) The Contractor maintained an open line of communication so that the Contracting Officer’s Representative (COR) was apprised of technical and cost issues.

(4) The Contractor cooperated with the Government in providing flexible, proactive, and effective solutions to critical contract issues.

(5) The Contractor provided proactive and effective management of its subcontractors.

(6) The Contractor was able to resolve customer complaints quickly and effectively.

Total Performance Rating Total Divided by total number of questions answered

Overall Rating

G. OTHER:

(1) Would you award this firm another contract? ( ) Yes, ( ) No. If you answered “No” provide an explanation.

(2) Was a cure notice_____; show cause notice_____; suspension of progress payments, and/or______ terminated for default issued to this firm during performance of this contract? If you answered “Yes”, provide an explanation.

(3) Based upon the information you provided and using the definitions provided in the evaluation criteria above, the overall performance rating you would give this Contractor is:

Exceptional ______ Very Good ______ Satisfactory ______ Marginal ______ Unsatisfactory ______ Unknown ______

COMMENTS: (ALL Unsatisfactory, Marginal, Very Good, or Exceptional Ratings require comments to support the same. Failure to provide comments will render questionnaire void and will not be evaluated by the Government):

END OF ADDENDUM TO FAR 52.212-1

ADDENDUM TO 52.212-2

ADDENDUM TO 52.212-2

A. BASIS OF AWARD

This solicitation will use trade-off source selection procedures to make a best value award decision. The USG intends to award a contract to the Offeror deemed responsible in accordance with the FAR, whose proposal conforms to the Request for Proposal’s (RFP’s) requirements and judged to represent the best value to the USG.

Best value is defined as those most advantageous offers, price and other factors considered, that are consistent with the USG’s stated evaluation criteria, in order of importance. This may result in award being made to higher-rated, higher-priced Offeror(s), where the Contracting Officer determines that the benefits (Technical and/or Past/Present Performance) submitted by the Offeror outweighs the cost difference.

Contract will be awarded as stated above with appropriate consideration given to the three (3) evaluation factors:

Technical Quality, Performance Risk (Past and Present Performance), and Price. All Technical Quality Sub-factors are equally important. The Technical Quality factor is equally as important as the Performance Risk factor. When combined, Technical Quality and Performance Risk factors are significantly more important than the Price factor.

To receive consideration for award, a rating of no less than “Acceptable” must be achieved on all technical factors and sub-factors. For Performance Risk factor, the Past and Present Performance must first meet Recency and Relevancy, to be further evaluated for Quality of Performance. To receive consideration for award, a rating of no less than “Satisfactory Confidence” must be received on the Performance Risk factor. A rating of “Unknown Confidence” will be neither treated favorably or unfavorably and shall be considered for award. Prices included in the solicitation must be fair and reasonable.

B. EVALUATION APPROACH

All proposals will be subject to evaluation by a team of USG personnel. Offerors must ensure all information pertaining to the factor or sub-factor is addressed in that particular portion of the proposal. Offerors are cautioned that only the information included for each factor/sub-factor will be evaluated. For example, only information included in the section labeled “Management and Technical Approach” will be evaluated for Management and

Technical Approach. If management and technical approach information is included elsewhere in the proposal, it will not be evaluated as part of the Management and Technical Approach sub-factor.

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