PRESOL | L | Health Centers Accreditation Initiative - Attachment C - Past Performance Questionnaire - Attachment D - Disclosure of Lobbying Activities - Attachment E - Certificate of Current Cost and Pricing Data

FBO DAILY ISSUE OF JUNE 07, 2012 FBO #3848
SOLICITATION NOTICE

L -- Health Centers Accreditation Initiative - Attachment C - Past Performance Questionnaire - Attachment D - Disclosure of Lobbying Activities - Attachment E - Certificate of Current Cost and Pricing Data

Notice Date: 6/5/2012
Notice Type: Combined Synopsis/Solicitation
NAICS: 541690 — Other Scientific and Technical Consulting Services
Contracting Office: Department of Health and Human Services, Health Resources and Services Administration, Office of Acquisitions Management and Policy, 5600 Fisher Ln., Room 13A-19, Rockville, Maryland, 20857, United States
ZIP Code: 20857
Solicitation Number: 12-250-SOL-00105
Archive Date: 7/16/2012
Point of Contact: Melissa Blanken, Phone: 301-443-8726
E-Mail Address: mblanken@hrsa.gov
(mblanken@hrsa.gov)
Small Business Set-Aside: N/A
Description: Certificate of Current Cost and Pricing Data Disclosure of Lobbying Activities Past Performance Questionnaire June 5, 2012 Ladies and Gentlemen: You are invited to submit a proposal in accordance with the requirements of Request for Proposal (RFP) 12-250-SOL-00105. The RFP is entitled "Health Centers Accreditation Initiative". The purpose of this solicitation is to establish Indefinite Delivery/Indefinite Quantity (IDIQ) type contracts to procure accreditation services for health centers to undergo rigorous and comprehensive survey processes (such as accreditation, certification and recognition) and achieve national benchmarks that demonstrate the highest standards of health care quality. The NAICS code for this requirement is 541690. The period of performance is for a twelve month base period and four (4) twelve month option periods. Questions or issues for which you require clarification or correction by the Government must be furnished electronically to mblanken@hrsa.gov. In order to allow a reply to be provided to all prospective Offerors before submission of their technical proposal, your questions must be received no later than 2:00 pm local prevailing time on Monday, June 18, 2012. Questions received after the due date and time will not be considered. Your proposal shall be received by the Contracting Officer as soon as possible, but no later than Tuesday, July 10, 2012 at 2:00 pm local prevailing time at the following address: Department of Health and Human Services Health Resources and Services Administration Division of Contract Services - 1 Parklawn Building 5600 Fishers Lane, Room 13A-43 Rockville, Maryland 20857 Attn: Melissa Blanken, Contract Specialist (301) 443-8726 RFP #: 12-250-SOL-00105 Your RFP shall be prepared in accordance with Sections L and M and the "Statement of Work". This RFP does not commit the Government to pay any costs for the preparation and submission of a proposal nor does it commit the Government to make an award. It is also brought to your attention that the Contracting Officer is the only individual who can legally commit the Government to expenditure of public funds in connection with this proposed acquisition. Your proposal must provide a contact name and number, your company name and complete address, including street, city, county, state, zip code, e-mail address, Tax Identification Number (TIN), and Dun & Bradstreet Number (DUNS). The TIN must match the name of the vendor to whom the payments will be made. Please note that FAR 52.204-6 Contractor Identification Number Data Universal System (DUNS Number) and 52.204-7 Central Contractor Registration (CCR) requires any prospective awardee to have a DUNS number and be registered in the CCR database prior to award, during performance, and through final payment of any award resulting from this solicitation. If you do not have a DUNS number, please contact Dun and Bradstreet by calling Dun and Bradstreet at 1-866-705-5711 or via the Internet at http://www.dnb.com. If you are not register in the CCR you may obtain information on registration and annual confirmation requirements via the internet at http://www.ccr.gov or by calling 1-888-227-2423, or 269-961-5757. Please include this information on the first page of your proposal. If the address is different from the address to which payments are mailed, you must also include the complete payment address. Requests for additional information concerning this RFP should be referred to Melissa Blanken at (301) 443-8726 or (301) 443-2750. Regards, Melissa C. Blanken Contract Specialist NOTICE: ACCESS TO PARKLAWN BUILDING The Parklawn Building is a controlled access building; therefore you should allow ample time for visitor access. It is your responsibility to ensure that proposals are delivered by the due date and time, and specific place (Room 13A-43) required in the solicitation. Please be advised that late proposals will not be excused due to increased security measures. Offerors delivering boxes of proposals must use the delivery entrance located on the loading dock, which is accessible from Parklawn Drive. All packages will be x-rayed by a security guard. Visitors will be required to provide photo identification and provide a name and telephone number of the individual being visited, (in this case, Melissa Blanken at 301-443-8726 or 301-443-2750). Boxes of proposals should not be left on the loading dock. SECTION B - SUPPLIES OR SERVICES AND PRICES/COSTS B.1. Brief Description of Services Required This Indefinite-Delivery-Indefinite-Quantity (IDIQ) contract is intended to provide ambulatory accreditation survey services to the Health Resources and Services Administration (HRSA) Health Center Program grantees. The Health centers are non-profit or public entities that serve designated medically underserved populations/areas or special medically underserved populations comprised of migrant and seasonal farmworkers, the homeless or residents of public housing. The Health Resources and Services Administration (HRSA) encourages and supports health centers to undergo rigorous and comprehensive survey processes and achieve national benchmarks that demonstrate the highest standards of health care quality. Survey status received from an independent review body, such as accreditation, represents a visible demonstration to patients and the community that the health center or organization is committed to providing high quality health care services. The Accreditation Initiative supports the Health Center Program in its ability to demonstrate the culture of quality and safety within health centers, with a specific focus on quality improvement, quality assurance, risk management, and performance improvement. B.2. Contracts This is an Indefinite-Delivery-Indefinite-Quantity (IDIQ) Contract requirement which will provide "Health Centers Accreditation Initiative" for the Bureau of Primary Health Care (BPHC). Services will be acquired on an as-needed basis through the issuance of task orders. Individual task orders shall not exceed four (4) million dollars or extend for a period longer than two (2) years. A minimum of one task order award shall be guaranteed during the base period of the contract with a minimum total amount of $2500.00. The total cost of all task orders during each contract period (Base/Option) shall not exceed ten (10) million dollars. The Contracting Officer may waive the dollar limit and the period of performance ceilings for individual delivery orders. Deviations from the dollar limitation and the period of performance ceilings shall be determined solely by the Government on a case by case basis. Under no circumstances should a Contractor presume that the Contracting Officer will waive the ceilings set forth above. Additionally, the maximum hourly rates for the labor categories specified in Section B shall not be exceeded for any reason under any circumstances. In accordance with the requirements stated in the contract, and in consideration of the satisfactory performance of the work performed in Section C, the contractor shall be reimbursed on either a cost-reimbursement basis, a firm-fixed-price basis, or a combination of both. Each task order awarded under the contract shall include one or more of the labor categories in Section B.3., and the contractor shall be reimbursed for costs incurred for labor based on the unloaded hourly rates proposed in their contract cost proposal. Proposed labor rates for specific contracts shall not exceed the maximum rates set forth in B.3., below. All other direct costs, e.g., travel, supplies, etc., shall also be reimbursed in accordance with individual cost proposals received under contracts and the requirements stated in the contract. B.3.Proposed Labor Rates for Contracts Maximum Unloaded Hourly Rates by Labor Classification: CLASSIFICATION YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 CLASS I CLASS II CLASS III CLASS IV CLASS V Class, I: Senior management personnel, normally holding an advanced degree, currently acting in a senior management capacity, with a minimum of 10 years experience in the administration of accreditation survey-type work. Class II: Senior technical personnel, normally holding an advanced degree or equivalent degree, with a minimum of 8 years experience in conducting health center accreditations or survey inspections, of which at least 5 years are directly related to accreditation survey-type work. Individuals in this class must be capable of directing projects. Class III: Associate technical personnel, normally holding a master's or equivalent degree, with a minimum of 5 years experience working on projects involving surveys or health center accreditations, including at least 3 years directly related to accreditation survey-type work. Individuals in this class are capable of carrying out independent assignments with a minimum of supervision. Class IV: Junior analysts with a minimum of a bachelor's degree and 3 years or less experience in health center accreditations, surveys or other technical areas. Class V: Secretaries and any other support personnel. To the degree possible, staff shall have experience administering health center accreditation surveys similar to those administered by HRSA. B.4. Cost Reimbursable Contracts If a cost-reimbursement type task order is issued, the following provisions apply: A. Direct Costs If a cost-reimbursement type task order is awarded, the contractor shall be reimbursed for all costs described below, incurred directly and specifically in the performance of the contract, claimed by the contractor and accepted by the Contracting Officer: 1. Salaries and wages of the contractor's employees directly employed in performing the work required by the contract. Related fringe benefits if treated as a direct cost; otherwise, fringe benefits may be claimed as part of indirect costs below. 2. Materials and services required in the performance of the contract, after deducting all discounts for the purchase of such materials and services. 3. Consultant fees, or other payments to consultants required in the performance of the contract, provided, that such fees or payments shall not exceed the daily rate of $550/day, exclusive of travel costs without the written approval of the Contracting Officer. 4. Travel and subsistence expenses exclusively in direct performance of the contract. The contractor shall be reimbursed for transportation costs and travel allowances in accordance with the established policy of the contractor, but subject to the following limitations: (a) Such transportation cost shall not be reimbursed in an amount greater than the cost of first class rail or of economy air travel, unless economy air travel and economy air travel space are not available and the contractor certifies to the facts in the voucher or other documents submitted fo reimbursement. Travel allowances for per diem shall be reimbursed in accordance with the contractor's established policy, but in no event shall such allowances exceed the PREVAILING GOVERNMENT RATE except within the corporate limits of those cities and other specified areas where higher ceiling rates have been established by the General Services Administration (GSA) for Civil Service employees in travel status. (b) The contractor shall be reimbursed for the cost of travel performed by its personnel in their privately owned automobile at the PREVAILING GOVERNMENT RATE set by the Federal Travel Regulations, not to exceed the cost by the most direct economy air route between the points so traveled. If more than one person travels in such automobile, no additional charge shall be made by the contractor for such travel between such points. B. Allowable Costs: Costs shall be determined by the Contracting Officer to be allowable in accordance with FAR Clause 52.216-7, Allowable Cost and Payment (APR 1998) of the General Provisions and provisions of this Article. The Fixed-Fee shall be payable in monthly installments in accordance with FAR Clause 52.216-8 of the General Provisions upon determination by the Contracting Officer that the performance was satisfactory. C. Prior Authorization of Certain Direct Costs Subcontracts and Purchase Orders: 1. Requirements for purchase orders and subcontracts are governed by FAR Clause 52.244-2, Subcontracts (AUG 1998) of the General Provisions except as may be indicated herein. 2. The Contractor shall not incur any of the following costs without the prior written approval of the Contracting Officer. Incurrence of such costs with the intent of claiming reimbursement as direct costs under this contract shall be at the Contractor's own risk: a. Purchase or rental of any item of equipment, including furniture or office equipment, regardless of cost; b. Any rental agreement for real or personal property, or any term contract for maintenance; c. Travel for general scientific meetings; and d. Rearrangement, alternation or relocation of facilities. D. Indirect Costs: Pursuant to the General Provisions of this contract and FAR Clause 52.216-7, Allowable Cost and Payment (APR 1998), the following provisional rates are established: a. Overhead: b. Fringe: c. G&A The contractor shall use the organization's current negotiated provisional indirect cost rates for billing purposes. The contractor shall adjust previously billed indirect costs, where appropriate, in accordance with subsequent negotiated agreements and continue to bill indirect costs at newly established provisional rates. The contractor shall submit a copy of all new rate agreements to the Contracting Officer. E. FEE Fee shall be negotiated per individual task order. SECTION C - DESCRIPTION/SPECIFICATIONS/WORK STATEMENT C.1. Scope The Contractor shall furnish all personnel, materials, facilities, services, and equipment necessary for the performance of work as stated in any individual Task Order (TO) issued under this Multiple Award IDIQ Contract for Health Centers Accreditation Initiative. This Indefinite-Delivery-Indefinite-Quantity (IDIQ) contract is intended to provide ambulatory accreditation survey services to Health Resources and Services Administration (HRSA) Health Center Program grantees. The ambulatory services include responsibility for conducting national on-site accreditation assessments (surveys) of the quality of health care and patient safety; providing support for health centers' preparation for a survey; providing written survey reports on the outcomes of surveys to health centers and HRSA/BPHC; and providing corrective guidance and educational training to health centers to facilitate meeting quality standards as well as evaluating and reporting on the effectiveness of each service activity in reaching its intended goals/purpose. C.2. TASKS The following describes typical tasks which may be required of the Contractor in the performance of Task Orders awarded under this IDIQ contract. Task Orders shall not necessarily contain all of the tasks listed below, but shall specify the actual tasks to be performed along with the project-specific information required for completion of the Task Order. Task 1 Conduct of on-site Ambulatory Accreditation Surveys and Adjunct Surveys a. Conduct initial on-site accreditation surveys, within one year when the Contractor receives the health centers' application for accreditation. b. Conduct re-accreditation surveys before the health center's active accreditation status expires. c. Conduct surveys that complement ambulatory accreditation surveys; and that include services that enable and support the provision of ambulatory primary care services. The adjunct services include the following: c.1 Laboratory surveys. c.2. Behavioral health surveys for mental health and/or addictions screening, treatment or services. c.3 Patient Centered Medical Home (PCMH) certification as an optional component to the ambulatory survey. d. Conduct extension or add-on surveys for adjunct services (e.g. laboratory, behavioral health and PCMH) for HRSA supported health centers that have been accredited for at least 6 months from the contractor entity. Task 2 Develop a Survey Design a. Develop a survey design that accounts for the size, the number of sites and types of services provided by the health center organization. b. Identify any HRSA supported health centers that hold a current status of accreditation or are scheduled for an initial survey within the contract period from the contractor entity. c. Develop a scoring procedure that accurately reflects the degree to which health centers comply with accepted standards of care. The contractor shall provide verbal and written feedback to the health center on the survey score, results and associated findings. d. Provide HRSA/BPHC with reports regarding survey services provided to each health center and the associated outcome. These reports are to include, but are not limited to: • initial report with findings; • follow-up report(s) discussing the resolution of findings; and • final report of survey status. Task 3 Provide Assistance with Preparation and Readiness for Accreditation Surveys a. Develop a method to assess the critical areas necessary for achieving positive survey outcomes. b. Develop and provide materials to guide health centers through the survey process. c. Conduct pre-survey activities which include : i. Conduct on-site mock surveys, as requested by health centers and approved by HRSA project manager, in which surveyors review baseline assessments results to assist health centers in their preparation for initial surveys; ii. Provide on-site technical assistance, as requested by health centers and approved by HRSA project manager, where there is a substantial need for improvement in service quality as indicated by the mock surveys or pre-survey assessments; iii. Offer educational sessions, information and resources to help health centers understand the benefits of accreditation and overcome barriers related to accreditation, and ensure readiness to successfully complete the accreditation process. Task 4 Reports and Accreditation Decisions a. Submit electronic and hard copies of monthly reports which shall include work performed to date, progress achieved towards meeting the objectives and milestones of each Task Order; reports may include summaries of deliverables submitted and their dates of delivery; memoranda delivered to the Contracting Officer's Representative; labor hours incurred for each task and the allocation of those hours among the personnel; difficulties encountered during the reporting period and those anticipated for the next reporting period; activities projected for the next reporting period; and fiscal information delineating labor, travel, and any other direct costs incurred. b. Submit a final cost report itemizing all expenditures and final costs at the conclusion of task order period. Task 5 Collect, Aggregate and Analyze Health Center Data a. Submit a monthly report to the designated Contracting Officer's Representative in accordance with the delivery schedule. The reports should include the following sections: • Demographics of health centers participating in the Accreditation Initiative for the quarter and cumulatively for the Calendar Year (e.g., state, HHS region, size, urban or rural, health center program funding); • Summary of survey service information for each health center for the current Calendar Year and going back to the beginning of the Task Order (e.g., accreditation organization, date of survey, accreditation status, patient-centered medical home status); • Listing of most problematic survey standards encountered by health centers; • Summary of obstacles encountered by health centers and suggestions for resolution in the future; and • Recommendations for any changes and improvements. b. Provide to HRSA/BPHC copies of all documentation and materials given to health centers to support the continued analysis of the Accreditation Initiative. Task 6 Training and Technical Assistance a. Provide technical assistance that can support health centers with adherence to standards through pre-survey, survey, and post-survey activities, including sessions that focus on meeting accreditation standards and strategies for obtaining/maintaining accreditation. b. Offer customizable on-site and web-based technical assistance and training sessions tailored to address specific needs of health centers. c. Provide training to health center leadership, clinical staff, or board members regarding the benefits, obstacles, resources, and preparation steps relating to accreditation. d. Offer an annual training to HRSA/BPHC staff via webinar/teleconference to provide an overview of the survey process. SECTION D - PACKAGING AND MARKING No applicable clauses pertaining to this section are included in this solicitation. SECTION E - INSPECTION AND ACCEPTANCE E.1. The contractor's performance and quality of services provided hereunder shall be subject to final inspection and acceptance by the Contracting Officer in conjunction with the individual Contracting Officer's Technical Representative (COR). • Since cost or fixed price type orders may be issued under this IDIQ, the Contractor may be subject to one of the following inspection clauses (depending on the type of order). E.2. FAR 52.246-5 Inspection of Services - Cost Reimbursement (APR 1984) (a) Definition. "Services," as used in this clause, includes services performed, workmanship, and material furnished or used in performing services. (b) The Contractor shall provide and maintain an inspection system acceptable to the Government covering the services under this contract. Complete records of all inspection work performed by the Contractor shall be maintained and made available to the Government during contract performance and for as long afterwards as the contract requires. (c) The Government has the right to inspect and test all services called for by the contract, to the extent practicable at all places and times during the term of the contract. The Government shall perform inspections and tests in a manner that will not unduly delay the work. (d) If any of the services performed do not conform with contract requirements, the Government may require the Contractor to perform the services again in conformity with contract requirements, for no additional fee. When the defects in services cannot be corrected by reperformance, the Government may- (1) Require the Contractor to take necessary action to ensure that future performance conforms to contract requirements; and (2) Reduce any fee payable under the contract to reflect the reduced value of the services performed. (e) If the Contractor fails to promptly perform the services again or take the action necessary to ensure future performance in conformity with contract requirements, the Government may- (1) By contract or otherwise, perform the services and reduce any fee payable by an amount that is equitable under the circumstances; or (2) Terminate the contract for default. E.3. 52.246-4 Inspection of Services-Fixed-Price (AUG 1996) (a) Definition. "Services," as used in this clause, includes services performed, workmanship, and material furnished or utilized in the performance of services. (b) The Contractor shall provide and maintain an inspection system acceptable to the Government covering the services under this contract. Complete records of all inspection work performed by the Contractor shall be maintained and made available to the Government during contract performance and for as long afterwards as the contract requires. (c) The Government has the right to inspect and test all services called for by the contract, to the extent practicable at all times and places during the term of the contract. The Government shall perform inspections and tests in a manner that will not unduly delay the work. (d) If the Government performs inspections or tests on the premises of the Contractor or a subcontractor, the Contractor shall furnish, and shall require subcontractors to furnish, at no increase in contract price, all reasonable facilities and assistance for the safe and convenient performance of these duties. (e) If any of the services do not conform with contract requirements, the Government may require the Contractor to perform the services again in conformity with contract requirements, at no increase in contract amount. When the defects in services cannot be corrected by reperformance, the Government may- (1) Require the Contractor to take necessary action to ensure that future performance conforms to contract requirements; and (2) Reduce the contract price to reflect the reduced value of the services performed. (f) If the Contractor fails to promptly perform the services again or to take the necessary action to ensure future performance in conformity with contract requirements, the Government may- (1) By contract or otherwise, perform the services and charge to the Contractor any cost incurred by the Government that is directly related to the performance of such service; or (2) Terminate the contract for default. SECTION F - DELIVERIES OR PERFORMANCE F.1. Clauses Incorporated by Reference - FAR 52.252-2 (JUN 1988) 52.242-15 Stop Work Order (AUG 1989) Alternate I (APR 1984) F.2. Period of Performance The period of performance of this IDIQ shall be for a base period of twelve months with, at the Government's option, four (4) twelve month option periods. The option periods on this IDIQ contract may be exercised in accordance with Section I, FAR Clause 52.217-9, "Option to Extend the Term of the Contract" (MAR 2000). F.3. Observance of Federal Holidays No services or deliveries shall be performed on Saturdays, Sundays or Federal legal holidays, any other holiday set forth by Presidential Executive Order, or any other Government closures. Official Holidays New Year's Day January 1st Martin Luther King's Birthday 3rd Monday in January Inauguration Day 3rd Tuesday in January Presidents' Day 3rd Monday in February Memorial Day Last Monday in May Independence Day July 4th Labor Day 1st Monday in September Columbus Day 2nd Monday in October Veterans' Day November 11th Thanksgiving Day 4th Thursday in November Christmas Day December 25th F.4. Reporting Requirements/Deliverables The deliverables will be identified in each individual Task Order and will be similar to the following: Items Description Delivery Date * 1 Administrative and Financial Reports See individual Task Orders 2 All deliverables as identified in each individual Task Orders See individual Task Orders 3 Progress Reports to include the following: work performed to date, progress toward meeting the objectives and milestones of each Task Order (to include summaries of deliverables submitted and their dates of delivery; memoranda delivered to the COR; labor hours incurred for each task and the allocation of those hours among the personnel; difficulties encountered during the reporting period and these anticipated for the next reporting period; activities projected for the next reporting period; and fiscal information delineating labor, travel and any other direct costs incurred). Monthly 4 Evaluation/Assessment of educational sessions, or trainings and technical assistance. See individual Task Orders * Delivery dates shall be based on calendar days. Submission locations will be identified in each individual task order. F.5. Articles or Services to be Furnished 1. All reports, processes, and product deliverables are subject to approval of the Contracting Officer Representative (COR). 2. All reports and documents shall have, at a minimum in the document header, the contract number, and the COR's name. All reports and documents shall have, at a minimum in the document footer, the author in the lower left corner, the page # of total # of pages in the center bottom of the page, and the date and /or version of the document (not the auto date) in the lower right corner. SECTION G - CONTRACT ADMINISTRATION G.1. Authorities of Government Personnel Notwithstanding the Contractor's responsibility for total management during performance, administration of the contract will require maximum coordination between the Government and the Contractor. The following individuals will be the Government's points of contact during the performance of this contract: 1. Contracting Officer: All administration shall be performed by: Melissa Blanken, Contract Specialist, HRSA Contracts Office, Parklawn Building, Room 13A-43, 5600 Fishers Lane, Rockville, Maryland 20857, 301-443-8726. All communications pertaining to contractual and/or administrative matters under the contract should be addressed to the Contract Specialist at the aforementioned address. 1. Contracting Officer's Representative (COR): (to be designated in each individual Task Order) (The Government reserves the right to unilaterally change the COR) The COR shall be designated on the authority of the Contracting Officer at the time of contract award to monitor all technical aspects of the contract. The type of actions within the purview of the COR's authority are to assure that the Contractor performs the technical requirements of the contract and to notify both the Contractor and the Contracting Officer of any deficiencies observed. G.2. Submission of Invoices and Place of Payment A. For Cost Reimbursement type Task Orders: Once each month from the effective date of the Task Order, the contractor may submit to the Government an invoice or public voucher for payment in accordance with HHSAR Clause 352.216-7 of the General Provisions. Invoices shall be prepared in accordance with the "Billing Instructions" attached hereto and made a part of this contract. The Government shall make provisional payments on all invoices pending the completion of a final audit of the contractor's cost records. B. For Fixed Price typeTask Orders: The contractor may submit invoices in accordance with the payment schedule established in the order. 1. The Contactor shall submit monthly invoices/vouchers in Microsoft word or PDF format to hrsainvoices@hrsa.gov 2. For inquiries regarding payment, call Accounts Payable Section at (301)443-3020. 3. For inquiries regarding receiving, inspection and acceptance, rejections, or technical issues, call your COR. 4. The Contractor agrees to include with each invoice, and comply with, the Billing Instructions, Section J, Attachment B, and to include the following information on its invoice/voucher: • Name and address of the Contractor same as on the contract; • DUNS number; • Invoice or voucher number; • Invoice or voucher date; • Dollar amount; • Contract number; • Order number; (note: Invoices must include both contract and task order number) • CAN, FY and Appropriation number and Object Class; • Date of Delivery or Service; • Description, quantity, unit of measure, unit price, and extended price of supplies delivered or services performed; and • Name and complete mailing address where payment is sent. • INVOICES WITHOUT ALL REQUIRED INFORMATION SHALL BE DENIED UNTIL THE PROPER INFORMATION IS SUBMITTED. 5. Payment shall be made by: PSC/Financial Management Service DFO Accounting Operations, Suite 200 12501 Ardennes Avenue Rockville, MD 20857 Telephone: 301-443-3020 Fax: 301-443-0562 G.3. Electronic Funds Transfer In accordance with FAR 52.204-7 Central Contractor Registration (APR 2008), the Contractor shall designate a financial institution for receipt of electronic funds transfer payments. This designation shall be submitted in writing to the finance office set forth in Section G.7.5. G.4. Evaluation of Contractor's Performance Interim and final evaluation of Contractor performance on this contract shall be conducted in accordance with FAR Subpart 42.15, HHSAR 342.7001(d) and OMB Memorandum dated July 29, 2009. Upon contract completion, a final evaluation of the Contractor's performance shall be completed by the Government; see Section J, List of Attachments. The Government will conduct an evaluation of Contractor's performance based on the completion of the tasks stated in the SOW. HRSA documents contractor performance using the Contractor Performance Assessment Rating System (CPARS) (www.cpars.gov). The evaluation shall be conducted by the COR and be comprised of an evaluation of contractor performance completed by the Contractor and Federal staff, and a review of progress reports and financial reports (deliverables). G.5. TECHNICAL MONITORING Performance of the work under this contract and any subsequent Task Order awarded shall be subject to the technical monitoring of the COR. The term "Technical Monitoring" is defined to include, the following: 1. Technical directions to the Contractor that guide the contract effort, shift work emphasis between work areas or assignments, require pursuit of certain lines of inquiry, fill in details or otherwise serve to accomplish contractual scope of work. 2. Providing information to the Contractor for assistance in interpreting of drawings, specifications or technical portions of the work description. 3. Review where required by the contract, approval of technical reports, processes, product deliverables, drawings, specifications, and technical information to be delivered by the Contractor to the Government under the contract. Technical direction must be within the general scope of the work. The COR does not have the authority to and may not issue any technical direction that: (i) constitutes an assignment of additional work outside the general scope of the contract; (ii) constitutes a change as defined in the contract clause entitled "Changes"; (iii) in any manner causes an increase in the total contract cost or the time required for contract performance; or (iv) changes any of the expressed terms, conditions, or specifications of the contract. The Contractor shall proceed promptly with the performance of technical directions duly issued by the COR in the manner prescribed within his authority under this provision. If, in the opinion of the Contractor, any instruction or direction issued by the COR is within one of the categories as defined in (i) through (iv) above, the Contractor shall not proceed, but shall notify the Contracting Officer in writing within five (5) working days after the receipt of any such instruction or direction and shall request the Contracting Officer to modify the contract accordingly. Upon receiving such notification from the Contractor, the Contracting Officer shall issue an appropriate contract modification or advise the Contractor in writing that, in his opinion, the technical direction is within the scope of this article and does not constitute a change under the Changes Clause of the contract. The Contractor shall thereupon proceed immediately with the direction given. A failure of the parties to agree upon the nature of the instruction or direction or upon the contract action to be taken with respect thereto shall be subject to the provisions of the contract clause entitled "Disputes". G.6. KEY PERSONNEL Key Personnel are considered essential to the work being performed under this contract and are governed by the Key Personnel clause (HHSAR 352.242-70) referenced in SECTION I of this contract. Prior to removing, replacing, or diverting the specified individual, the Contractor shall notify the Contracting Officer in writing and reasonably in advance and shall submit justification (including proposed substitutions) in sufficient detail to permit evaluation of the impact on the contract. No diversion shall be made by the Contractor without the written consent of the Contracting Officer provided that the Contracting Officer may ratify in writing changes made due to events beyond the control of the Contractor and such ratification shall constitute the consent of the Contracting Officer required by this clause. Examples of events beyond the control of the Contractor are (1) prolonged sickness, (2) termination of employment, and (3) death. Key personnel, with the consent of the Contracting Officer, may be amended from time to time during the course of the contract to either add or delete personnel, as appropriate. INDIVIDUALS LISTED IN A CONTRACTOR'S PROPOSAL SUBMITTED IN RESPONSE TO A REQUEST FOR TASK ORDER PROPOSAL AND ACCEPTED BY THE GOVERNMENT SHALL BE DESIGNATED AS KEY PERSONNEL. SECTION H - SPECIAL CONTRACT REQUIREMENTS H.1.1. Task Order Procedures a. The Contractor will be provided with a Statement of Work, Schedule of Deliverables and other additional instructions as needed for each individual Task Order to be issued under this contract. Theses documents, collectively referred to as a Request for Task Order (RFTO) may be issued by mail, facsimile or electronic commerce. b. The basis for award of any task order will be determined by the specific needs of the requesting office and included in the RFTO. The RFTO will specify if the contractor will be required to: submit separate cost and technical proposals; a cost proposal only; or an oral presentation. (For example, the RFTO package could include the evaluation criteria, any special instructions that are particular to the requirement and information concerning the basis for award. Required content of technical proposals may include, but not necessarily be limited to the following: offeror's understanding of study objectives; proposed approach to solving the problem in terms of major tasks and subtasks; types of final products anticipated; management plan for conducting the project; proposed staff by name and number of person days each individual will be assigned to the work. Individual technical proposals are intended to be brief, normally expected not to exceed 25 pages, exclusive of resumes. c. The Contractor shall be required to submit separate cost and technical proposals for each Task Order issued under this contract. d. The placement of a given task order after review of a RFTO shall depend upon factors such as awardees records of past performance, quality of deliverables, cost control, price, cost and other factors that the Contracting Officer, in the exercise of sound business judgment, believes are relevant to the placement of orders. The RFTO package will include the specific evaluation criteria and the basis for award. e. All Contractors will be given a fair opportunity to be considered for each award. The Contracting Officer will consider such factors as past performance on earlier tasks, quality of deliverables, cost control, price, cost and other relevant factors in the award of a Task Order to a particular Contractor. f. Cost reimbursement or fixed price for each TO will be based on the labor rates as negotiated up to the maximum ceiling set forth in this contract. g. The Government reserves the right to solicit competitive proposals for individual Task Orders among Contractors that were awarded contracts under the original solicitation. h. The Government shall reserve the right to award a Task Order without discussions. However, if negotiations are necessary, the Government will conduct them with all offerors submitting proposals. i. The due date for proposals will be stated in an individual RFTO and determined on a case by case basis, depending on the complexity of the requirement. j. A Contractor included in the competition for award of a Task Order may choose not to submit a proposal. In this event, the Contractor shall notify the Contracting Officer in writing of its decision not to submit an offer for the given requirement. Failure to submit a proposal will not preclude a Contractor from any future opportunity to compete for a Task Order. k. Task Orders may be awarded on a unilateral basis. If a Task Order is issued unilaterally, the Contractor must begin work immediately, adhering to the dollar limit and period of performance stated on the face page of the Task Order. l. In accordance with FAR 16.505(a)(6), no protest under FAR Subpart 33.1 shall be authorized in connection with the issuance or proposed issuance of a Task Order under this contract, except for a protest on the grounds that the order increases the scope of work, period of performance, or maximum value of the contract. H.1.2. Task Order Information Each Task Order will contain the following minimum information: Date of Award Contract Number and Task Order Number (numbered consecutively) Estimated total dollar amount of the Task Order Statement of Work, Schedule of Deliverables and any special instructions Period of Performance Name and Address of the Task Order Officer The Contractor shall segregate billings by Task Order (TO) when invoicing against the contract. H.1.3. In the performance of a typical TO, the contractor shall: 1. Meet with the COR to clarify objectives for the project 2. Develop a refined work plan, following any appropriate preparatory steps such as conduct of background interviews or literature reviews 3. Meet with the COR to discuss details for implementation of the work plan 4. Submit progress reports as required in the Task Order 5. Brief the COR on substantive findings and experience with the methodology. Determine any need for changes in methodology. 6. Complete the work as specified 7. Prepare a draft final report and draft executive summary 8. Conduct an oral briefing for HRSA officials on the study findings and recommendations and the proposed methods for disseminating the findings 9. Meet with the COR to discuss final work products (i.e., draft final report, draft executive summary, draft dissemination plan) 10. Prepare a final report, a final executive summary and a final dissemination plan (distribution will be specified in each task order) H.1.4. Monitoring of Task Orders 1. The Contracting Officer's Representative (COR) shall be responsible for the overall management of the IDIQ contract and shall retina the authority to concur with any proposed changes to the scope. 2. The Contracting Officer is the only party authorized to bind the Government. Accordingly, issuance of changes that affect the articles, terms or conditions of this contract shall be accomplished solely through the Contracting Officer. 3. A COR shall be designated for each TO issued under this IDIQ contract to function as the principal technical liaison between the HRSA Contracting Officer and the COR. 4. The responsibility of the COR shall be to ensure that the Government's technical objectives are met. The COR shall provide necessary information, coordination, etc., within the scope of work. The COR shall be designated in the letter transmitting the TO. The designation of successors to the COR, if necessary, shall be provided in writing by the Contracting Officer. 5. The COR shall assist the contractor in obtaining access to headquarters/regional staff, data systems, or other resources required for the TO. The COR shall assume day-to-day administrative control over the TO. H.2. Rights in Data The Contractor will be prohibited from copyrighting, publishing or disseminating information resulting from work performed under this contract, and/or, using data produced or obtained under this contract, and/or any other information or products provided by the Government, or which the Contractor develops, for any purpose other than performance under this contract without prior written approval from the Contracting Officer. Ownership of Documents, Materials and Records: All documents, materials (including any computer code), or records provided to the Contractor, developed or maintained by the Contractor in the performance of this contract are deemed to be property of the Government. H.3. Clearance/Production of Information Products/Services The U.S. Department of Health and Human Services (HHS), Office of the Assistant Secretary for Public Affairs, requires clearance for any external communication products, which includes publications, audiovisual products, multimedia products, exhibits (including exhibit structures), conferences (including program/agenda books and other meeting materials), or public affairs services produced for or by HRSA through this contract as a deliverable. An external communication product is one that will be distributed outside of HRSA in any quantity. This clearance, which takes approximately 4 weeks, is obtained by the project officer through HRSA's Office of Communications. It is the policy of HHS that HHS must be prominently and dominantly identified as the primary publisher/producer, to include the name of HHS and placement of the HHS logo, on all communication materials, including those produced for Government publications and Government printed matter by contractors. The name of the U.S. Department of Health and Human Services and the Health Resources and Services Administration must be spelled out on the front cover of publications and on the opening and closing frames of audiovisual products. The HHS and HRSA logos must be displayed in addition to spelling out the names of the Department and the Agency. Use of the HHS and HRSA logos that include the names of the Department and the Agency as part of the graphics in the logos does not satisfy the requirement to spell out the names of HHS and HRSA. All publications and audiovisual products must display the month and year of issuance. The HHS and HRSA logos must be displayed on the front cover of any publications and on the opening and closing frames of any audiovisual products. The requirement for placement of the logos may be satisfied by displaying the HHS logo on the bottom left corner and the HRSA logo on the bottom right corner. The HHS logo should be larger than the HRSA logo. Government publications or other Government printed matter may not include the contractor's logo unless specifically authorized in accordance with agency policy and procedures (http://www.hhs.gov/web/policies/webpolicies/logopolicies/logos_contractors.html) Communication products are any and all products intended for audiences outside the Agency, including but not limited to: • reports, booklets, manuals, fact sheets, newsletters, brochures, flyers • Internet publications • press releases, advisories, other media materials (including press kits) • exhibits, exhibit structures • conferences, meeting materials (including program/agenda books) • summaries, monographs, proceedings • slides, overhead transparencies, posters • audio and videotapes, films, CDs, DVDs, and other audiovisual products • multimedia products, educational or information modules • advertisements and/or scripts for radio, TV, Web, or other venue Internal publications (no copies will be distributed outside of the Agency in print; electronically by any means, including by email or listserv; and will not be posted on the Internet) are exempted from this requirement. Where appropriate, the words Health Resources and Services Administration, Bureau..., Office of, Division of..., shall be included above the HRSA logo. Title 44 of the U.S. Code requires that the printing of any publication developed under this contract shall be done by the Government Printing Office. Printing shall be coordinated through the Contracting Officer Technical Representative. NOTE: OMB clearance must be obtained if you (the contractor) intend to survey or interview more than 9 people outside of HRSA and/or the Department, including grantees. Failure on the part of the Contractor to comply with the printing and duplicating, and publication clearance requirements stated above will be deemed unauthorized services and reimbursement will be denied. DHHS/Office of the Assistant Secretary for Public Affairs requires clearance for any external publication, audiovisual, exhibit, or public affairs service produced for or by Health Resources and Services Administration (HRSA) through this contract as a deliverable (an external publication is one of which 50 copies or more are to distributed outside HHS). This clearance, which takes approximately four (4) weeks, is obtained by the COR through HRSA's Office of Communications. H.4. Printing and Duplicating The printing of government documents must be accomplished through the Government Printing Office (GPO). Contractors and grantees shall not be used as sources of printing for the Department or OPDIVS. Therefore, the inclusion of printing in contracts and grants is prohibited unless authorized by the Joint Committee on Printing (JCP). All requests for waivers must go through the HHS Department Printing Officer. Contractors may prepare copy, illustrative material (forms etc.) and /or camera ready copy for the purpose of producing publications. The Contractor shall not engage in, nor subcontract for, any printing (as the term is defined in Title 1 of the Government Printing and Binding Regulations in effect on the effective date of this contract) in connection with the performance of work under this contract; except that performance of a requirement under this contract involving less than 25,000 production units in the aggregate of multiple pages will not be deemed to be printing. A production unit is defined as one sheet, size 8.5 x 11 inches, one side only, and one color. Regarding the use of private funds for printing, the regulations state that when appropriated funds are to be used to create information for publication, the printing of that information cannot be made available to a private publisher for publication without prior approval of the congressional Joint Committee on Printing by way of the office of HHS Department Printing Officer. For any questions, please contact the HHS Department Printing Officer at 301-594-3185. H.5. Equipment HRSA shall not provide funds for the purchase of any equipment. H.6. Confidentiality Agreement Requirement The Contractor shall implement a confidentiality agreement related to all data provided by the Government staff. All Contractor staff that work with the Federal Government and are provided information and access to databases shall sign such an agreement and a copy of the signed agreement for each relevant staff member shall be submitted to the COR prior to receipt of relevant documents. H.7. Quality Assurance The contractor shall perform all the requirements identified in this contract. The contractor shall supervise the reviews in accordance with Government Auditing Standards. The COR shall review and approve all work products and deliverables submitted by the contractor in accordance with the terms and conditions identified under the contract. HRSA reserves the right to obtain and review working papers from the contractor for the period beginning with the effective date of the contract through its termination. These reviews shall be conducted at HRSA's discretion at either the contractor's site or at the appropriate HRSA office. When reviewed at the HRSA's site, the working papers will be sent to the HRSA office for review and evaluation by HRSA staff. After completion of the review, HRSA may hold a conference with the contractor to discuss any issues. HRSA may choose to visit the contractor or subcontractor site during the audit to assess performance of the review. The contractor shall maintain an internal quality control program adequate to ensure that the requirements of the contract are met. As with the working paper review, HRSA reserves the right to obtain and review all working papers associated with the contractor's internal quality control program. These reviews shall be conducted at HRSA's site, the working papers will be sent to the HRSA office for review and evaluation by HRSA staff. After completion of the review, HRSA may hold a conference with the contractor to discuss any issues. HRSA may choose to visit the contractor and/or the subcontractor's site during the review to assess performance of the reviews. H.8. 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 records, which are not public information. Each Contractor or employee of the Contractor to whom 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. H.9. Communication Any HRSA communication products developed under this contract will require an additional separate clearance on an HHS-615 (for text and/or graphic publications and products that will be printed, posted on the Web, or disseminated through other electronic methods, such as by email) or an HHS-524A (for audiovisual products, including those that will be posted on the Web). Communication clearance for this contract itself does not satisfy the requirement to seek clearance of the specific HRSA communication products. H.10. Language Disclaimer The views expressed in written conference materials, publications, audiovisual products, and by speakers and moderators at HHS-sponsored conferences, do not necessarily reflect the official policies of the U.S. Department of Health and Human Services nor does mention of trade names, commercial practices, or organizations imply endorsement by the U.S. Government. H.11. 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 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 performance of this effort, until made public by the Government, except to authorize Government personnel or upon written approval of the Contracting Officer (CO). 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. H.12. Homeland Security Presidential Directive - 12 To perform the work specified herein the Contractor personnel may require access to sensitive data, regular access to HHS-controlled facilities and/or access to HHS information systems, the Government may require that this effort entail a background investigation. • Upon receipt of the Government's notification of applicable Suitability Background Investigation required, the Contractor shall complete and submit required forms within 30 days of the notification. Additional submission instructions can be found at the NCI Information Technology Security Policies, Background Investigation Process: (http://ais.nci.nih.gov/). • The Contractor shall submit a roster, by name, position and responsibility, of all staff working under the contract. The roster shall be submitted to the Contracting Officer Representative (COR), with a copy to the HRSA Division of Workforce Management and Contracting Officer, within 14 days of the effective date of the contract. Any revisions to the roster as a result of staffing changes shall be submitted within fifteen (15) calendar days of the change. The COR will submit the list to the HRSA Personnel Security Officer for determination of the appropriate level of suitability investigations to be performed. Contractors should ensure that the employees whose names they submit have a reasonable chance for approval. While delays in performance caused by successful investigations will be the Government's responsibility, delays associated with rejections will be the Contractor's responsibility. Typically, the Government conducts investigations and checks at no cost to the Contractor. Multiple investigations for the same position, whether- resulting from rejections or resulting from an employee's move to another position(s) or company, may at the Contracting Officer's discretion, justify reductions(s) in the contract price of no more than the cost of the extra investigation. H.13. Central Contractor Registration The Contractor must be registered in the Central Contractor Registration database. "Registered in the CCR database" means that (1) the Contractor has entered all mandatory information, including the DUNS number or the DUNS+4 number, into the CCR database; and (2) The Government has validated all mandatory data fields and has marked the record "Active". By submission of an offer, the Offeror acknowledges the requirement that a prospective awardee shall be registered in the CCR database prior to award, during performance, and through final payment of any contract, basic agreement, basic ordering agreement, or blanket purchasing agreement resulting from this solicitation. If not registered in the CCR database within the time prescribed by the Contracting Officer, the Contracting Officer will proceed to award to the next otherwise successful registered Offeror. H.14. Food It is the Department's policy that OPDIVs and STAFFDIVs shall not use appropriated funds (whether from an annual appropriation, multi-year appropriation, appropriated user fee, mandatory appropriation, gift funds, or reimbursements from such appropriations, etc.) to purchase food (whether for conferences or meetings; for meals, light refreshments, or beverages; or for Federal or non-Federal participants). Food and meals are not to be provided and are an unallowable expense. SECTION I - CONTRACT CLAUSES I.1. HHSAR 352.224-70 CONFIDENTIALITY OF INFORMATION (APR 1984) (a) Confidential information, as used in this clause, includes (1) information or data of a personal nature about an individual, or (2) proprietary information or data submitted by or pertaining to an institution or organization. (b) In addition to the types of confidential information described in (a)(1) and (2) above, information which might require special consideration with regard to the timing of its disclosure may derive from studies or research, during which public disclosure of preliminary unvalidated findings could create erroneous conclusions which might threaten public health or safety if acted upon. (c) The Contracting Officer and the Contractor may, by mutual consent, identify elsewhere in this contract specific information and/or categories of information which the Government will furnish to the Contractor or that the Contractor is expected to generate which is confidential. Similarly, the Contracting Officer and the Contractor may, by mutual consent, identify such confidential information from time to time during the performance of the contract. Failure to agree will be settled pursuant to the "Disputes" clause. (d) If it is established elsewhere in this contract that information to be utilized under this contract, or a portion thereof, is subject to the Privacy Act, the Contractor will follow the rules and procedures of disclosure set forth in the Privacy Act of 1974, 5 U.S.C. 552a, and implementing regulations and policies, with respect to systems of records determined to be subject to the Privacy Act. (e) Confidential information, as defined in (a)(1) and (2) above, that is information or data of a personal nature about an individual, proprietary information or data submitted by or pertaining to aninstitution or organization, shall not be disclosed without the prior written consent of the individual, institution or organization. (f) Written advance notice of at least 45 days will be provided to the Contracting Officer of the Contractor's intent to release findings of studies or research, which have the possibility of adverse effects on the public or the Federal agency, as described in (b) above. If the Contracting Officer does not pose any objections in writing within the 45-day period, the Contractor may proceed with disclosure. Disagreements not resolved by the Contractor and the Contracting Officer will be settled pursuant to the "Disputes" clause. (g) Whenever the Contractor is uncertain with regard to the proper handling of material under the contract, or if the material in question is subject to the Privacy Act or is confidential information subject to the provisions of this clause, the Contractor should obtain a written determination from the Contracting Officer prior to any release, disclosure, dissemination, or publication. (h) Contracting Officer determinations will reflect the results of internal coordination with appropriate program and legal officials. (i) The provisions of paragraph (e) of this clause shall not apply when the information is subject to conflicting or overlapping provisions in other Federal, State or local laws. I.2. FAR 52.216-18 ORDERING (OCT 1995) (a) Any supplies and services to be furnished under this contract shall be ordered by issuance of delivery orders or task orders by the individuals or activities designated in the Schedule. Such orders may be issued from the effective date of the contract through the contract expiration date. (b) All delivery orders or task orders are subject to the terms and conditions of this contract. In the event of conflict between a delivery order or task order and this contract, the contract shall control. (c) If mailed, a delivery order or task order is considered "issued" when the Government deposits the order in the mail. Orders may be issued orally, by facsimile, or by electronic commerce methods only if authorized in the Schedule. I.3. FAR 52.216-19 ORDER LIMITATIONS (OCT 1995) (a) Minimum order. When the Government requires supplies or services covered by this contract in an amount of less than $2500.00, the Government is not obligated to purchase, nor is the Contractor obligated to furnish, those supplies or services under the contract. (b) Maximum order. The Contractor is not obligated to honor -- (1) Any order for a single item in excess of $4,000,000.00; (2) Any order for a combination of items in excess of $10,000,000.00; or (3) A series of orders from the same ordering office within 365 days that together call for quantities exceeding the limitation in subparagraph (b)(1) or (2) of this section. (c) If this is a requirements contract (i.e., includes the Requirements clause at subsection 52.216-21 of the Federal Acquisition Regulation (FAR)), the Government is not required to order a part of any one requirement from the Contractor if that requirement exceeds the maximum-order limitations in paragraph (b) of this section. (d) Notwithstanding paragraphs (b) and (c) of this section, the Contractor shall honor any order exceeding the maximum order limitations in paragraph (b), unless that order (or orders) is returned to the ordering office within 10 days after issuance, with written notice stating the Contractor's intent not to ship the item (or items) called for and the reasons. Upon receiving this notice, the Government may acquire the supplies or services from another source. I.4. FAR 52.216-22 INDEFINITE QUANTITY (OCT 1995) (a) This is an indefinite-quantity contract for the supplies or services specified, and effective for the period stated, in the Schedule. The quantities of supplies and services specified in the Schedule are estimates only and are not purchased by this contract. (b) Delivery or performance shall be made only as authorized by orders issued in accordance with the Ordering clause. The Contractor shall furnish to the Government, when and if ordered, the supplies or services specified in the Schedule up to and including the quantity designated in the Schedule as the "maximum." The Government shall order at least the quantity of supplies or services designated in the Schedule as the "minimum." (c) Except for any limitations on quantities in the Order Limitations clause or in the Schedule, there is no limit on the number of orders that may be issued. The Government may issue orders requiring delivery to multiple destinations or performance at multiple locations. (d) Any order issued during the effective period of this contract and not completed within that period shall be completed by the Contractor within the time specified in the order. The contract shall govern the Contractor's and Government's rights and obligations with respect to that order to the same extent as if the order were completed during the contract's effective period; provided, that the Contractor shall not be required to make any deliveries under this contract sixty (60) days after the contract expiration date. I.5. FAR 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: http://www.arnet.gov/far/ A. FEDERAL ACQUISITION REGULATIONS (FAR) (48 CFR CHAPTER 1) CONTRACT CLAUSES Clause No. Title and Date 52.202-1 Definitions (JUL 2004) 52.203-03 Gratuities (APR 1984) 52.203-05 Covenant Against Contingent Fees (APR 1984) 52.203-06 Restrictions on Subcontractor Sales to the Government (SEP 2006) 52.203-07 Anti-Kickback Procedures (OCT 2010) 52.203-08 Cancellation, Rescission, and Recovery of Funds for Illegal or Improper Activity (JAN 1997) 52.203-10 Price or Fee Adjustment for Illegal or Improper Activity (JAN 1997) 52.203-12 Limitation on Payments to Influence Certain Federal Transactions (SEP 2007) 52.204-04 Printing/Copying Double-Sided on Recycled Paper (MAY 2011) 52.209-06 Protecting the Governments Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment (SEP 2006) 52.215-02 Audit and Records - Negotiation. (JUN 1999) -- Alternate II (MAR 2009) 52.215-08 Order of Precedence--Uniform Contract Format (OCT 1997) 52.215-10 Price Reduction for Defective Cost or Pricing Date (OCT 1997) 52.215-12 Subcontractor Cost or Pricing Data (OCT 1997) 52.215-21 Requirements for Cost or Pricing Data or Information Other Than Cost or Pricing Data - Modifications (OCT 1997) 52.216-07 Allowable Cost and Payment (DEC 2002) delete from paragraph (a) the words "Subpart 31.2" and substituting for them "Subpart 31.3" 52.216-08 Fixed Fee (MAR 1997) 52.216-27 Single or Multiple Awards (OCT 1995) 52.217-08 Option to Extend Services (NOV 1999) 52.219-08 Utilization of Small Business Concerns (MAY 2004) 52.219-14 Limitations on Subcontracting (DEC 1996) 52.222-02 Payment for Overtime Premiums (JUL 1990) (a) The use of overtime is authorized under this contract if the overtime premium does not exceed [$0] or the overtime premium is paid for work 52.222-03 Convict Labor (JUN 2003) 52.222-26 Equal Opportunity (MAR 2007) 52.222-35 Equal Opportunity for Special Disabled Veterans, Veterans of the Vietnam Era, and Other Eligible Veterans (SEP 2006) 52.222-36 Affirmative Action for Workers with Disabilities (JUN 1998) 52.222-37 Employment Reports on Special Disabled Veterans, Veterans of the Vietnam Era and Other Eligible Veterans (SEP 2006) 52.222-41 Service Contract Act of 1965 as Amended (NOV 2007) 52.222-42 Statement of Equivalent Rates for Federal Hires (MAY 1989) 52.223-06 Drug-Free Workplace (MAY 2001) 52.223-14 Toxic Chemical Release Reporting (AUG 2003) 52.225-13 Restrictions on Certain Foreign Purchases (JUN 2008) 52.227-01 Authorization and Consent (DEC 2007) 52.227-02 Notice and Assistance Regarding Patent and Copyright Infringement (DEC 2007) 52.227-14 Rights in Data - General (DEC 2007) 52.227-17 Rights in Data - Special Works (DEC 2007) 52.228-07 Insurance - Liability to Third Persons (MAR 1996) 52.230-02 Cost Accounting Standards (OCT 2008) 52.230-03 Disclosure and Consistency of Cost Accounting Practices (OCT 2008) 52.232-09 Limitation on Withholding of Payments (APR 1984) 52.232-17 Interest (OCT 2008) 52.232-18 Availability of Funds (APR 1984) 52.232-20 Limitation of Cost (APR 1984) 52.232-22 Limitation of Funds (APR 1984) 52.232-23 Assignment of Claims (JAN 1986) 52.232-25 Prompt Payment (OCT 2008) 52.232 38 Submission of Electronic Funds Transfer Information with Offer (MAY 1999) 52.233-01 Disputes (JUL 2002) -- Alternate I (DEC 1991) 52.233-03 Protest after Award (AUG 1996) -- Alternate I (JUN 1985) 52.242-01 Notice of Intent to Disallow Costs (APR 1984) 52.242-04 Certification of Final Indirect Costs (JAN 1997) 52.242-13 Bankruptcy (JUL 1995) 52.243-1 Changes - Fixed Price (AUG 1987) 52.243-02 Changes - Cost-Reimbursement (AUG 1987) -- Alternate I (APR 1984) 52.244-02 Subcontracts (JUN 2007) - Alternate I (JUN 2007) (e) Even if the Contractor's purchasing system has been approved, the Contractor shall obtain the Contracting Officer's written consent before placing subcontracts identified below: 52.244-05 Competition in Subcontracting (DEC 1996) 52.244 06 Subcontracts for Commercial Items (MAR 2009) 52.246-25 Limitation of Liability--Services (FEB 1997) 52.249-06 Termination (Cost-Reimbursement) (MAY 2004) 52.249-08 Default (Fixed Price Supply and Service) (APR 1984) 52.249-14 Excusable Delays (APR 1984) 52.253-01 Computer Generated Forms (JAN 1991) DEPARTMENT OF HEALTH AND HUMAN SERVICES ACQUISITION REGULATION (HHSAR) (48 CRF CHAPTER 3) CLAUSES 352.201-70 Paperwork Reduction Act JAN 2006 352.202-1 Definitions JAN 2006 352.224-70 Privacy Act JAN 2006 352.227-70 Publications and Publicity JAN 2006 352.228-7 Insurance - Liability to Third Persons DEC 1991 352.231-70 Salary Rate Limitation JAN 2010 352.233-71 Litigation and Claims JAN 2006 352.239-70 Standard for Security Configurations JAN 2010 352.239-71 Standard for Encryption Language JAN 2010 352.239-72 Security Requirements for Federal Information Technology Resources JAN 2010 352.239-73 Electronic Information and Technology Accessibility JAN 2010 352.242-71 Tobacco-free Facilities JAN 2006 352.242-70 Key Personnel JAN 2006 352.242-73 Withholding of Contract Payments JAN 2006 352.242-74 Final Decisions on Audit Findings APR 1984 352.270-1 Accessibility of Meetings, Conferences, and Seminars to Persons with Disabilities JAN 2001 SECTION J - LIST OF ATTACHMENTS Attachment A CPARS (www.cpars.gov) Attachment B Billing Instructions (Fixed or Cost type) Attachment C Past Performance Questionnaire Attachment D Disclosure of Lobbying Activities (SF LLL) Attachment E Certificate of Current Cost and Pricing Data (Used for Cost Orders exceeding $650,000.00) SECTION K - REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF OFFERORS OR RESPONDENTS K.1. To be completed by the Offeror: (the Representations and Certifications must be executed by an individual authorized to bind the offeror.) The offeror makes the following Representations and Certifications as part of its proposal (check or complete all appropriate boxes or blanks for the following): RFP No. 12-250-SOL-00105 _______________________________________ (Name of organization) _______________________________________ (Signature of authorized individual) (Date) _______________________________________ (Type name of authorized individual) TIN No. ____________________________________ DUNS No.__________________________________ Note: The penalty for making false statements in offers is prescribed in 18 U.S.C. 1001. K.2. The Offeror certifies that it has registered at www.ccr.gov, as required by FAR clause 52.204-7 (OCT 2003). K.3 The Offeror certifies that under NAICS Code 541611, it qualifies as a (check all that apply) ___Small business concern. ___Small Disadvantaged Business Concern ___Small Disadvantaged Business Concern (8a Participant) ___Women-owned small business concern. ___Veteran-owned small business concern. ___Service-disabled veteran-owned small business concern ___HUBZone small business K.4 52.204-8 Annual Representations and Certifications (JAN 2005) (a)(1) If the clause at 52.204-7, Central Contractor Registration, is included in this solicitation, paragraph (b) of this provision applies. (2) If the clause at 52.204-7 is not included in this solicitation, and the offeror is currently registered in CCR, and has completed the ORCA electronically, the offeror may choose to use paragraph (b) instead of completing the corresponding individual representations and certifications in the solicitation. The offeror shall indicate which option applies by checking one of the following boxes: [ ] (i) Paragraph (b) applies. [ ] (ii) Paragraph (b) does not apply and the offeror has completed the individual representations and certifications in the solicitation. (b) The offeror has completed the annual representations and certifications electronically via the Online Representations and Certifications Application (ORCA) website at http://orca.bpn.gov. After reviewing the ORCA database information, the offeror verifies by submission of the offer that the representations and certifications currently posted electronically have been entered or updated within the last 12 months, are current, accurate, complete, and applicable to this solicitation (including the business size standard applicable to the NAICS code referenced for this solicitation), as of the date of this offer and are incorporated in this offer by reference (see FAR 4.1201); except for the changes identified below [offeror to insert changes, identifying change by clause number, title, date]. These amended representation(s) and/or certification(s) are also incorporated in this offer and are current, accurate, and complete as of the date of this offer. FAR Clause # Title Date Change ____________ _________ _____ _______ Any changes provided by the offeror are applicable to this solicitation only, and do not result in an update to the representations and certifications posted on ORCA. K.5. CONTRACTOR'S REMITTANCE OR CHECK MAILING ADDRESS Indicate your firm's remittance or check mailing address below. {See FAR 52.232-34 Mandatory Information for Electronic Funds Transfer (AUG 1996) in Section G.6.} _______________________________________________________________________ _______________________________________________________________________ K.6. RESPONSIBLE OFFICIAL(S) WHO CAN NEGOTIATE AND RECEIVE NOTIFICATION OF AN IMPROPER INVOICE AND ANSWER QUESTIONS REGARDING THE INVOICE Indicate below the responsible official(s) who can negotiate on behalf of the Contractor, and receive notification of an improper invoice and answer questions regarding the invoice. (See FAR 52.232-25 Prompt Payment (MAY 1997) Name (Negotiator): _______________ Address: _____________________________________ Telephone Number, and Name________________________________________(Payment):_______________________________ Address: ____ _______________________________ Telephone Number: ____________________________ SECTION L - INSTRUCTIONS, CONDITIONS AND NOTICES TO OFFERORS L.1. GENERAL INSTRUCTIONS L.1.1. Your attention is directed to the requirements for technical and business proposals and past performance information to be submitted in accordance with the following instructions establishing the acceptable minimum requirements for the format and content of proposals. L.1.2. Technical and Business proposals and Past Performance information must be submitted separately and clearly labeled. Each of these parts shall be separate and complete in itself so that the evaluation of one may be accomplished independently of the evaluation of the other. Volume I - Technical Proposal must not contain references to cost; however, resource information such as data concerning labor hours and categories, materials, subcontracts, etc., must be contained in the technical proposal so that your understanding of the scope of work may be evaluated. It must disclose your technical approach in sufficient detail to provide a clear and concise presentation that includes, but is not limited to, the requirements of the technical proposal instructions. Volume I must include a statement indicating whether or not any exceptions are taken to the terms and conditions of the Request For Proposal (RFP) as part of the proposal transmittal letter. Any exceptions taken must include identification of the specific paragraphs and rationale for each exception. Exceptions shall also be noted in the proposal, at the location of the exception. The proposal shall be submitted in three (3) volumes as outlined below: Volume Title I Technical Proposal II Business Proposal Administrative & Proposed Contractual Documents - Section K of this Solicitation (Representations, Certifications, and Other Statements of Offeror), Rate Agreements, Salary Documentation, etc. L.1.3. The proposal must be signed by an official authorized to bind your organization. An original and ten (10) copies of Volume I - Technical Proposal; an original and one (1) copies of Volume II - Business Proposal shall be submitted by 2:00 p.m. local prevailing time, TUESDAY, July 10, 2012 to: Department of Health and Human Services Health Resources and Services Administration Division of Contract Services - 1 5600 Fishers Lane, Room 13A-43 Rockville, Maryland 20857 Attention: Melissa Blanken NOTE: Due to increased security measures at federal buildings, please allow extra time for your proposal to be delivered to the contracting office in room 13a-19 of the Parklawn building. All proposals must be delivered through the loading dock located in the rear of the building on Parklawn drive. After packages have been scanned, Offerors will be instructed to call 301/443-2750 for proposal pick-up. PROPOSAL must be delivered in sufficient time to allow for delivery to the contracting office by the designated date and time specified. Failure to use the specified address could result in your proposal being delivered late. Hand-carried proposals will not be accepted. This prohibition includes courier services with the exception of the U.S. postal service, united parcel service and federal express. If using a local courier service, please ensure that the service has current access to the building. L.1.4. Proposals shall be single spaced and shall be printed on 8.5 x 11 inch paper containing text no smaller than 12 pitch/10 point. Each page shall be numbered and each volume shall be tabbed to correspond to the Table of Contents. The Offeror may include 11 x 17 inch foldouts only to display graphics, flow charts, organizational charts, or drawings. L.1.5. Where data/information appears in one part, it does not have to be repeated in any other part; however, it shall be cross referenced by indicating the specific location including the volume and page number as a minimum. The clarity, relevance, and conciseness of the proposal is important, not the length. L.1.6. The Government will evaluate proposals in accordance with the evaluation criteria set forth in Section M of this RFP. It is understood that your proposal will become part of the official contract file. L.1.7. This RFP does not commit the Government to pay any cost for the preparation and submission of a proposal. In addition, the Contracting Officer is the only individual who can legally commit the Government to the expenditure of public funds in connection with this proposed acquisition. L.1.8. Because the Government will be using a cascading approach in evaluation of technical proposals, it is imperative that offerors correctly complete and submit Section K of this solicitation as part of their proposal. L.2. INQUIRIES All questions/inquiries concerning this solicitation document must be submitted in writing (e:mail: mblanken@hrsa.gov) by 2:00 p.m., prevailing local time MONDAY, June 18, 2012, to the attention of Melissa Blanken, Contract Specialist, Parklawn Building, Room 13A-43. Any resulting addition, deletion, or change to the RFP document will be made by issuance of a formal amendment. Offerors are instructed specifically to contact only the issuing contract office in connection with any aspect of this requirement prior to contract award. L.3. ALTERNATE TECHNICAL PROPOSALS You may, at your discretion, submit alternate proposals, or proposals which deviate from the requirements, as stated in Section C; provided, that you also submit a proposal for performance of the work as specified in the statement of work. Alternate proposals may be considered if overall performance would be improved and not compromised, and if they are in the best interests of the Government. Alternate proposals must be separate, distinct, stand-alone proposals that can be evaluated based on the technical evaluation criteria specified in Section M. Supplemental proposals that are submitted as alternate technical proposals, but that must be evaluated in conjunction with your original technical proposal, are not considered stand-alone proposals and will not be considered for award purposes. All alternate technical proposals which deviate from the requirements must be clearly identified. L.4. TECHNICAL PROPOSAL INSTRUCTIONS - VOLUME I L.4.1. The Offeror's proposal must stipulate that it is predicated upon all the terms and conditions of this RFP. In addition, it must contain a statement to the effect that it is firm for a period of at least 180 days from the date of receipt by the Government. The Offeror must submit proposals and data comprehensive enough to provide the basis for a sound evaluation. The data and information shall be precise, factual, responsive and shall be keyed to each paragraph of the Technical Proposal requirements as outlined below. L.4.2. A detailed work plan must be submitted indicating how each aspect of the statement of work is to be accomplished. Your technical approach shall be in as much detail as you consider necessary to fully explain your proposed technical approach or method. The technical proposal shall reflect a clear understanding of the nature of the work being undertaken. L.4.3. The technical proposal must include information on how the project is to be organized, staffed, and managed. Information shall be provided which will demonstrate your understanding and management of important events or tasks. You must explain how the management and coordination of expert and/or subContractor efforts will be accomplished. L.4.4. The technical proposal must contain a discussion of present or proposed facilities and equipment which will be used in the performance of the contract L.4.5. In order to establish uniformity, proposals shall be organized in the following sections: A. Statement of the Problem B. Management and Staffing Plan C. Personnel Qualifications and Experience D. Corporate Qualifications and Experience E. Past Performance F. Approach to the Hypothetical Project L.4.6. The technical proposal should NOT exceed 75 single-spaced pages, excluding resumes and other required appendices. Pages which exceed the limit in any section will not be reviewed. Offerors are advised to strictly observe limitations on the length of any section as specified. Content must include the following: EVALUATION CRITERIA & DEFINITIONS A. Statement of the Problem (10 Points) The Offeror shall demonstrate a general understanding of the objectives, organization, and operation of the Health Resources and Services Administration (HRSA). The offeror shall identify and discuss the major program/policy areas and related issues that are likely to confront this Agency and its senior managers over the next 2 to 3 years. In addition, the offeror shall demonstrate a working knowledge of the key evaluation issues the Agency is currently and will be addressing in the future, including but not limited to GPRA and PART. B. Management and Staffing Plan (20 Points) The Offeror shall describe the overall plan for organizing, staffing, and managing the Task Orders to be awarded under this Multiple Award IDIQ Contract. The plan shall indicate how organizational roles and responsibilities will be divided, decisions made, work monitored, and quality and timeliness assured. The Offeror shall explain how this management and staffing plan will enable the Offeror to start projects quickly, conduct multiple projects concurrently, complete complex tasks within narrow time frames, and assure quality of products. This plan shall present staff structure by class only, not by named person. The following classes shall be used. Class, I: Senior management personnel, normally holding an advanced degree, currently acting in a senior management capacity, with a minimum of 10 years experience in the administration of accreditation survey-type work. Class II: Senior technical personnel, normally holding an advanced degree or equivalent degree, with a minimum of 8 years experience in conducting health center accreditations or survey inspections, of which at least 5 years are directly related to accreditation survey-type work. Individuals in this class must be capable of directing projects. Class III: Associate technical personnel, normally holding a master's or equivalent degree, with a minimum of 5 years experience working on projects involving surveys or health center accreditations, including at least 3 years directly related to accreditation survey-type work. Individuals in this class are capable of carrying out independent assignments with a minimum of supervision. Class IV: Junior analysts with a minimum of a bachelor's degree and 3 years or less experience in health center accreditations, surveys or other technical areas. Class V: Secretaries and any other support personnel. To the degree possible, staff shall have experience administering health center accreditation surveys similar to those administered by HRSA. If the Offeror proposes to use consultants or subcontractors to carry out tasks under this Multiple Award IDIQ Contract, the Management and Staffing Plan shall specify how the contractor, consultants, and/or subcontractors will work together; what specific tasks each will be assigned; how tasks will be divided; how decisions will be made and communicated; how activities will be coordinated; and how quality assurance will be accomplished. The Offeror shall provide written assurance from proposed consultants and/or subcontractors that they have agreed to provide services to the Offeror during the initial contract period. The Offeror's proposed Project Director shall be clearly identified. This individual is required to be qualified in Class I and shall possess strong management experience and leadership skills, as well as corporate level management experience. The Project Director is expected to devote a significant amount of time to the overall management of this IDIQ Contract. The Offeror's Project Director will be the primary liaison with the Government's Project Officer and is responsible for reporting progress and problems in individual Task Orders or in the overall contract. In addition, the Project Director will often communicate with the Government's Task Order Managers on the progress or problems of a given Task Order. The Project Director may assign responsibility for the management of a particular Task Order to a staff person from either Class I or Class II and establish direct communications between that person and the Government's Task Order Manager. Potential leaders of specific Task Orders should be identified. In choosing Task Order Leaders, the Contractor is expected to consider both the need for specific skills and the need for cost effectiveness. C. Personnel Qualifications and Experience (20 Points) In this section, the Offeror shall provide the qualifications for all proposed project personnel. The Offeror is expected to be specific in describing the proposed staff and their relationship to this IDIQ Contract. Essential to the success of the Task Orders are staff with demonstrated competence through training and experience in health center accreditation surveys similar to those administered by HRSA. Offerors are discouraged from including staff who would not provide direct support to this contract. Highly qualified staff are considered critical to the successful completion of the short-term, high priority projects required under this IDIQ Contract. The proposed staff shall reflect diverse experience and skills since assessments may focus on the entire range of HRSA programs and related policy issues. 1. Narrative Description The Offeror is required to present a brief narrative description of each proposed staff member containing the following information. • The staff person's proposed role and class under the IDIQ Contract and, for Class I and II personnel, an estimate of the percent of time they would be available during the initial 12-month contracting period. • The training and experience that qualify the staff person for the proposed role and class, specifically including the person's role, responsibilities and accomplishments in the projects highlighted in Section D Corporate Qualifications and Experience, item (4). • Other information that will assist the Government in identifying the skills and subject matter expertise of proposed staff. The chart shown following this attachment provides an example of how to display this information. 2. Resumes The Offeror shall provide a standard resume for each person who may be assigned responsibility for working on Task Orders under this IDIQ Contract. The resume shall include: the individual's full name, academic background, skills and subjectarea expertise, work history, affiliation with the Offeror, and when appropriate, a list of publications. Resumes shall be included as an appendix, individual resumes shall not exceed 3 pages. D. Corporate Qualifications and Experience (15 Points) The projects to be performed under this IDIQ Contract will require high quality work which will need to be performed within short periods of time. It is essential that the Offeror demonstrates the technical ability and subject matter expertise to design and conduct effectiveness evaluations as well as the capability to organize and manage resources and personnel effectively. The Offeror shall provide a discussion of directly relevant technical and substantive experience, including an annotated list of pertinent papers, projects, and reports as follows: (1) The Offeror shall describe its corporate technical and analytic experience related to HRSA policies and programs and explain how the experience is relevant to fulfilling the demands of this IDIQ Contract. (2) The Offeror shall demonstrate the ability to staff and start up a Task Order within as little as two weeks time after issuance. Specifically, the Offeror shall document that sufficient on-board staff capacity and subject matter knowledge exists in order to minimize time and dollars spent for start up and new learning. Of particular interest is experience in responding to similar requests from other sponsors. (3) The Offeror shall document experience in conducting briefings to high level policy makers. The type of briefings and the level of clientele shall be described. (4) The Offeror shall document experience in development of high level policy memos and papers, including but not limited such documents as white papers and Reports to Congress. (5) The Offeror shall submit synopses of 5 past projects (not to exceed 800 words each) related to health center accreditation surveys similar to those administered by HRSA (e.g., laboratory, behavioral and PCMH) and are considered to be best efforts. An attempt should be made to provide projects completed within the last three years. Each synopsis shall indicate the sponsor of the effort and the name, address and phone number of the sponsor's representative who may be contacted to verify the substance of the Offeror's past performance. E. Past Performance (5 Points) Offerors and proposed major subContractors shall submit the following information as a part of their Past Performance information: 1. List of Previous Contracts. A list of up to five (5) contracts completed during the last three years and all contracts currently in process under which the Offeror has performed tasks that are most similar to the work required under this solicitation and that are representative of the Offeror's capability to perform the services described herein. In citing these past contracts, the Offeror shall give preference to Government and then commercial contracts. References other than those identified by the Offeror may be contacted by the Government with the information received and used in the evaluation of the Offeror past performance. The following specific information shall be provided for each contract: a. Government or commercial contracting activity, address, and phone number Contracting Officer's name and telephone number; b. Technical representative, or Project Officer's name and telephone number Contract number and award date; c. Period of performance, including original completion date and actual completion date with an explanation for any variance; d. Describe the contract objectives achieved and any cost growth or schedule delays encountered. The Offeror shall also provide any performance notices or show cause letters received on each contract listed and a description of any corrective action; e. Describe any and all contracts that have been terminated in whole or in part, for default during the past 5 years, to include those currently in the process of such termination as well as those contracts not similar to the proposed effort; f. New corporate entities may submit data on prior contracts involving its officers and employees. A. This information will be a factor used to make a responsibility determination. 1. Past Experience/Capability. Identify in specific detail why or how the past effort is relevant to the effort required by this solicitation. The Offeror shall include in its Past Performance information descriptions of directly related experience and qualifications. The descriptions shall specify the work performed and include a cross-reference of similar activities identifying the personnel involved integrally in the project design, implementation, performance, or evaluation. Direct experience in the design, implementation and performance of tasks, deliverables, and initiatives described in this Statement of Work shall be stressed. 2. A critical factor in the performance of this contract is the Offeror's demonstrated ability to accomplish the Statement of Work. B. If the Offeror has past experience information that is not for similar products or services, the Offeror will be evaluated lower than if the past performance information were for similar products or services. C. Past Performance. It shall be noted that if the Government's attempts at gathering and verifying the Offeror's past performance information fails, the Offeror will be notified to correct this problem. Names and individuals providing reference information about an Offeror's past performance shall not be disclosed. 1. The Offeror will be evaluated on its performance under existing and prior contracts which are similar in nature to the requirements of this RFP. The Government is not required to contact all references provided by the Offeror. Also, references other than those identified by the Offeror may be contacted by the Government to obtain additional information that will be used in the evaluation of the Offeror's past performance. The Government reserves the right to gather past performance from sources as previously stated, utilizing the Past Performance Evaluation Questionnaire (see Section J, Attachment A), including CPARS (Contractor's Performance Assessment Reporting System). NOTE: Offerors should issue the Past Performance Questionnaire to at least three separate references with instructions for completion and return by fax (301-443-5295) to the Contract Specialist (M. Blanken) on or before the due date for proposals. 2. The Offeror is further advised that thorough and complete past performance information is required. Explanations/comments regarding problems encountered and corrective actions taken shall be addressed as a part of the information submitted in response to this solicitation. THE OFFEROR MAY NOT BE GIVEN ANOTHER OPPORTUNITY TO ADDRESS PROBLEMS ENCOUNTERED IN PAST PERFORMANCE FOR REFERENCES PROVIDED AS A PART OF HIS/HER PROPOSAL. F. Approach to the Hypothetical Project (30 Points) Below is a hypothetical project for this IDIQ. In developing a proposal, Offerors are to describe a practical approach that could be used to address these hypothetical requirements. Offerors are not expected to develop a fully conceived proposal. Rather, the intent is to show how the Offeror would approach the hypothetical projects. The purpose of the hypothetical is to prove to the Government an Offeror's capability to handle projected volume and deliver quality. Hypothetical Projects The Offeror shall develop an effective and cost-efficient model for conducting accreditation surveys for ambulatory and adjunct services (e.g., laboratory, behavioral and patient centered medical home services) and provide technical assistance for health centers funded under Section 330 of the Public Health Service Act (42 U.S.C. 254b). In providing accreditation services and technical assistance, the Offeror must consider the size and the number of sites as well as the types of services provided by the health centers. Accreditation will be based on standards that assess institutional processes and procedures that support system-wide quality and will be supported by education and technical assistance. In 2010, over 1,100 Federally-supported health centers provided health care services to almost 20 million people in the U.S. As of January 1, 2012, 281 health centers were accredited with support through the HRSA Accreditation Initiative. In addition, PCMH recognition is a high priority for HRSA; as such, effort is being focused on supporting health centers to achieve medical home recognition. The design developed for this 12 month hypothetical project shall detail the surveys and technical assistance that will be provided to address the needs of 50 grantees across the U.S. and "add-ons", including laboratory, behavioral surveys and PCMH (Patient Centered Medical Home). In developing the hypothetical design and timeline, the Offeror should consider prior program data indicating that health centers typically take 9-12 months to prepare for a survey and require training and technical assistance for successful accreditation outcomes pre-survey and post-survey. The Hypothetical Project for this Accreditation IDIQ should include: • A detailed description of the survey process from initiating activities to completion and submission of survey documentation. Specifically, the proposed survey activities should include: • A clear review process for health center applications, survey selection, determination of eligibility, and survey scheduling and monitoring; • A methodology for determining the scope of the on-site survey and identifying the skill sets and background of the survey team; and • The Contractor will demonstrate the ability to handle accreditation upgrades. • Ability to fulfill procedures for data collection and assessing the critical areas necessary for achieving positive survey outcomes. • Provide a description of how they would provide summary reports and a methodology to provide feedback related to survey services provided to each health center. The summary reports include: the initial report with survey scores and results; the follow-up report(s) discussing the resolution of findings; and the final report of survey status and outcome findings. • Will provide a description of the technical assistance and support that will be available to each health center, including the method of delivery, frequency, location and training topics related to achieving accreditation. Technical assistance and training activities may include, but is not limited to, brief telephone consultations, on-site visits, regularly scheduled webinars/teleconferences with groups of health centers, or individualized/customized training sessions to address specific needs of a health center(s). • Explain the capability of staff that will be available to perform the survey nation-wide. Provide resumes and/or CVs for all proposed key personnel. If there are questions to be answered and/or assumptions to be made about this hypothetical project (e.g., size and numbers of sites of health centers, technical assistance strategies etc...), the Offeror shall identify these questions and shall provide its own answers/assumptions that are required to complete the survey design. L.5. BUSINESS PROPOSAL INSTRUCTIONS - VOLUME II The Offeror's business proposal shall consist of Cost and Pricing Data and Administrative and Management Data as follows: L.5.1. Cost and Pricing Data a. The Offeror, at a minimum, must submit a cost proposal fully supported by cost and pricing data in sufficient detail to allow a complete analysis to establish the reasonableness of proposed costs. A complete unit and total price breakdown in support of Section B, the Schedule, shall be furnished. The cost proposal shall correspond to each task/subtask as shown in the Statement of Work. b. The cost proposal shall be submitted in the format set forth in Section J, Attachment G, Cost Proposal Format. The offeror shall use this basic structure, tailored in accordance with the customary accounting practices. This format shall be supported with a detailed rationale for the estimates and supporting data, including, at a minimum, the items in paragraph d. below. c. The proposal shall state the labor categories, estimated number of hours, unburdened wage rate for each category, Indirect Rates, profit and any other costs applicable under the accounting system utilized. Additionally, the cost proposal shall include material costs, subcontracting costs, travel, subscription services, etc. as applicable. d. The offeror shall provide the following detail as part of the cost proposal in addition to any other requirements the RFP may specify: 1. For labor estimates, hourly or annual rates shall be shown and the dates and periods to which rate increases apply shall be shown. The Offeror's policy concerning merit or cost-of-living increases shall be explained in detail. In order to verify proposed annual and hourly rates, all Offerors are required to provide copies of actual payroll records for those individuals identified as direct labor. As an alternative, if actual payroll records are not available, the Chief Financial Officer, Controller, or primary individual in charge of accounting/finance shall provide a separate letter which shall identify and certify the proposed rates. 2. Organizations shall provide a copy of their current negotiated indirect rate agreement with the Federal Government. If the organization does not have an established indirect cost rate, supporting information for any quoted rate shall be submitted. Upon request, all Offerors, including those with negotiated rate agreements, shall be prepared to provide detailed information utilized in the development of the indirect cost pools and associated cost elements. 3.Where travel is proposed, the contemplated itineraries, method of travel, and period of travel shall be shown. The Offeror shall indicate whether the estimated costs account for any cash discounts, trade discounts, rebates, or allowances. The Offeror shall identify any pre-existing relationship with a travel agency used to provide the estimates. The Offeror shall arrange travel using carriers which allow Contractor use of GSA rates. The Offeror shall substantially justify a budget submission in excess of $1 million annual travel costs. 4.The basis for estimates for material, supplies, equipment shall be supported. Please be advised that HRSA does not intend to fund the purchase or lease of any equipment. 5.As it may be necessary to authorize performance of the project by phases or a group of phases, the extent that these are severable shall be indicated together with the effect of such severance upon the estimated costs. 6. For each Task Order, the budget shall include direct labor (name of each employee, hours, wage rate, total cost), benefits, travel, other direct costs (including consultants and subcontractors) and indirect costs. 7.More detailed instructions may be found in Table 15-2 (Section J, Attachment G) or in Part 15 of the Federal Acquisition Regulation - website: www.arnet.gov/far L.5.2. Administrative and Management Data a. The Offeror, at a minimum, must submit the following information in sufficient detail to enable a complete analysis of the offeror's management capabilities and responsibility: 1. Financial capability to perform the Statement of Work 2. Capability to meet delivery or performance schedules 3. Possession of necessary organizational experience and technical skills to perform the work, or the ability to obtain them 4. Possession of required facilities and equipment 5. Copy of the current agreement on indirect cost rates 6. Discussion on the extent of proposed subcontracting with small, disadvantages, and woman-owned business enterprises. b. The Offeror must stipulate that the proposal is predicated upon the terms and conditions of this RFP. In addition, the proposal must contain a statement to the effect that it is firm for a period of at least 180 days from the date of receipt by the Government. c. It is HHS policy that Contractors provide all equipment and facilities necessary for performance of contracts. d. The offeror must identify all Government-owned property in his/her possession and all property acquired from Federal funds, to which the offeror has title, that is proposed to be used in the performance of this contract. e. The management and control of Government-owned property must be in accordance with HHS Publication OS 74-115 entitled, "Control of Property in Possession of Contractors", a copy of which will be provided upon request. f. In order to determine the financial capability of the offeror, the following information must be provided: 1. If applicable, the point of contact, name and address of the cognizant Government audit agency 2. Copy of the most recent audited financial statements 3. Copy of the most recent audit conducted in accordance with OMB A-133 or OMB A-21, if applicable 4. A description of the offeror's accounting system and established internal controls. The offeror may be requested to provide a recent audit which indicates the acceptability of the accounting system and internal controls. 5. Identify any Lines-of-Credit and amounts established with lending institutions (actual letter shall be provided). The offeror shall be prepared to answer questions concerning financial resources and working capital. g. Other pertinent business and administrative information may also be requested if the information is considered necessary for proposal evaluation. L.5.3. Disclosure of Lobbying Activities The Offeror shall use Standard Form LLL, "Disclosure of Lobbying Activities", which can be downloaded from the following link: (see Section J, Attachment D) http://www.thompson.com/libraries/grantmanage/sass/free_reports/sassnews.html in accordance with FAR 52.203-11 entitled, Certification and Disclosure Regarding Payments to Influence Certain Federal Transactions (APR 1991). L.7. REPRESENTATIONS AND CERTIFICATIONS A completed and signed copy of Section K - Representations, Certifications and Other Statements of Offeror, must be included as part of your business proposal. L.9. SMOKE-FREE WORKPLACE DHHS strongly encourages all grant and contract recipients to provide a smoke-free workplace and to promote the prohibition of all tobacco products. In addition, Public Law 103-227, the Pro-children Act of 1994, prohibits smoking certain facilities or in some cases, any portion of a facility- in which regular or routine education, library, day care, health care, or early childhood development services are provided to children. L.10. FAR 52.216-1 TYPE OF CONTRACT (APR 1984) The Government contemplates multiple awards of IDIQ type contracts which allow for Cost Plus Fixed Fee and Fixed Price Task Orders resulting from this solicitation. L.11. AWARD WITHOUT DISCUSSIONS Offerors are advised that the Government may elect to make this award without discussions. If necessary, the Contracting Officer may conduct oral and/or written discussions with all firms that have a reasonable prospect of award and, therefore, are included in the competitive range. The initial offer must contain the offeror's best terms and prices. L.12. FAR 52.233-2 SERVICE OF PROTEST (SEP 2006) a. Protests, as defined in Section 33.101 of the Federal Acquisition Regulation, that are filed directly with an agency, and copies of any protests that are filed with the General Accounting Office (GAO), shall be served on the Contracting Officer (addressed as follows) by obtaining written and dated acknowledgment of receipt from the Contracting Officer, Division of Contract Services - 1, 5600 Fisher Lane, Parklawn Building, Room 13A-43, Rockville, MD 20857. b. The copy of any protest shall be received in the office designated above within one day of filing a protest with GAO. L.13. FAR 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998) This solicitation incorporates one or more solicitation provisions 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. The Offeror is cautioned that the listed provisions may include blocks that must be completed by the Offeror and submitted with its quotation or offer. In lieu of submitting the full text of those provisions, the Offeror may identify the provision by paragraph identifier and provide the appropriate information with its quotation or offer. Also, the full text of a solicitation provision may be accessed electronically at this location: http://www.arnet.gov/far/ A.FEDERAL ACQUISITION REGULATIONS (48 CFR CHAPTER 1) CONTRACT CLAUSES Clause No. Title and Date 52.215-01 Instructions to Offerors - Competitive Acquisition (JAN 2004) 52.215-16 Facilities Capital Cost of Money (JUNE 2003) 52.215-20 Requirements for Cost or Pricing Data or Information Other Than Cost or Pricing Data (OCT 1997) Alternate IV (OCT 1997) 52.222-46 Evaluation of Compensation for Professional Employees (FEB 1993) 52.232-38 Submission of Electronic Funds Transfer Information with Offer (MAY 1999) SECTION M - EVALUATION FACTORS FOR AWARD M.1. GENERAL In order for proposals to be considered acceptable and eligible for evaluation, they must be prepared in accordance with the instructions given in this RFP. Proposals which merely offer to conduct a program in accordance with the requirements of the Government's scope of work will not be eligible for an award. M2. NEGOTIATIONS Offerors are advised that the Government may elect to evaluate proposals and award a contract without discussions with the Offeror(s). Therefore, an Offeror's initial proposal shall contain the Offeror's best terms from a cost or price and technical standpoint. The Government also reserves the right to conduct discussions if the Contracting Officer determines them to be in the best interest of the Government. M.4. AWARD CRITERIA The Technical Proposal will receive paramount consideration in the selection of the Contractor for this acquisition, although proposed average hourly rate cost will also be considered. In the event that the technical evaluation reveals that two or more Offerors are approximately equal in technical ability, then average hourly cost may become paramount. In any event, the Government reserves the right to make an award that is to the best value to the Government, cost and other factors considered. M.6. EVALUATION CRITERIA M.6.1. a. The evaluation will be based on the demonstrated capabilities of the prospective Contractor in relation to the needs of the project as set forth in this proposal. The merits of the proposal will be evaluated carefully using the following criteria and weights as they relate to the content of the corresponding paragraphs of the TECHNICAL PROPOSAL INSTRUCTIONS. b. OFFERORS PLEASE NOTE: The below Evaluation Criteria 1. through 3., for a total of 100 points, will apply to your technical proposal which will be evaluated by a technical review committee. This committee will recommend technical acceptability or unacceptability of the proposal. M.6.2. Evaluation Criteria and Assigned Weights (as defined in Section L.4.6.) TOTAL: 100 POINTS Evaluation Criteria Weights A. STATEMENT OF THE PROBLEM Demonstrates an extensive and sophisticated understanding of the breadth of programmatic and policy issues confronted by HRSA. Demonstrates a good understanding of the potential emerging issues that are likely to confront this Agency and its senior managers over the next 2 to 3 years, in particular those issues related to evaluation and the GPRA and PART requirements. Clarity and precision of writing will be considered. 10 B. MANAGEMENT & STAFFING PLAN Quality, completeness, and cost-effectiveness of the plan for staffing the delivery orders, with attention to providing adequate direction and balance across the breadth of areas included in this project. Quality, completeness, and cost-effectiveness of the plan for managing contractor staff, and if used, subcontractors and consultants in carrying out quick turn¬around, short-term projects. Please include examples of workplans and hours/tasks assigned. Demonstrated relevant management and leadership expertise of the proposed Project Director and Task Order Leaders pertaining to policy-oriented research, program evaluation and quick turn-around analyses. Demonstrated corporate commitment to quality control, and discussion of specific methods for producing high-quality products. 20 C. PERSONNEL QUALIFICATIONS & EXPERIENCE Demonstrated competence through training and experience in health center accreditation survey-type work. The Offeror Project Director should demonstrate qualifications to oversee all aspects of project. Experience should include broad experience and knowledge of appropriate research designs and analytical and evaluation methods, of substantive program and policy issues falling within the areas covered by this Agency, and use of relevant information and existing databases that are germane. Staff qualifications and experience should reflect a balance across all major program and policy areas relevant to HRSA, and depth within each relevant area. 20 D. CORPORATE QUALIFICATIONS & EXPERIENCE Demonstrated successful and extensive corporate experience in conducting multiple short-¬term studies in relevant program areas including: timely start-up and quick-turn-around of requested projects; well-developed analytical approaches; ability to conduct briefings for high-level policy makers; and production of high-quality, well-written reports utilized in high level policy making (e.g., white papers, Reports to Congress). Demonstrated expertise and experience in managing and coordinating projects that require involvement of subcontractors and consultants if their use is planned. 15 E. PAST PERFORMANCE 5 F. APPROACH TO THE HYPOTHETICAL PROJECT Describes overall approaches to the hypothetical task that reflect good technical skills, expertise in study design, and expertise on available information and data in the project area. Demonstrates the ability to pose the relevant questions based on both policy issues and programmatic concerns. Demonstrates clear understanding of the characteristics and limitations of short-term, relative low-cost delivery orders, and proposes realistic and appropriate methods, time frames, study products, etc. Demonstrates that the Offeror has actual experience (as demonstrated through the inclusion of relevant examples to illustrate experience related to response to hypothetical project requirements). Quality of discussion and clarity and precision of writing will be considered. 30 A. Total Points 100 M.7. COST EVALUATION A. Estimated cost is not a numerically weighted factor and will receive less consideration than technical merit in the award of this contract. Although estimated costs will not be point scored, it is important and its importance as an evaluation factor could increase if competing proposals are technically equivalent. B. Proposed costs will be evaluated on the basis of cost realism, which is defined as the Offeror's ability to project costs which are realistic for the work to be performed, indicates that the Offeror understands the nature and extent of the work to be performed, and is consistent with the various elements of the Offeror's technical proposal. FEDERAL ACQUISITION REGULATION (48 CFR CHAPTER 1) CONTRACT CLAUSES 52.217-05 Evaluation of Options (JUL 1990)
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L -- Health Centers Accreditation Initiative - Attachment C - Past Performance Questionnaire - Attachment D - Disclosure of Lobbying Activities - Attachment E - Certificate of Current Cost and Pricing Data