DRAFT 00CORP Proposal ChecklistRefresh 35

Attention Offerors: This is an optional form but recommended for you to use. Please complete this form and upload it with your offer in the eOffer system.

This proposal checklist is provided to facilitate offeror responsiveness to the following provisions:

● SCP-FSS-001 Instructions Applicable to All Offerors

● SCP-FSS-003 Specific Proposal Submission Instructions for Products

● SCP-FSS-008 Specific Proposal Instructions for Professional Services Schedule 00CORP

☐ Offeror acknowledges that if there is an inconsistency between this proposal checklist and one of the provisions identified above the provision takes precedence.

☐ Offeror has read the entire solicitation document prior to preparing an offer under this solicitation.

☐ Offeror has a digital certificate for each authorized negotiator, including agents that are authorized to sign. At least one employee of the offeror has signatory authority and a valid digital certificate.  

☐ Offeror has uploaded a copy of the digital certificate held by all individuals that will have signatory authority under the contract.

Existing Federal Supply Schedule (FSS) Program Contractors (Check applicable option)

☐ Not Applicable as the offeror is not an existing Federal Supply Schedule (FSS) Program Contractor under this Schedule

☐ Offeror is submitting a streamlined offer as it is an existing Federal Supply Schedule (FSS) Program Contractor and meets ALL of the following criteria:

1) The contractor has an active FSS program contract under this Schedule and is submitting a new offer for the same SINs.

2) Sales under the existing contract have averaged a minimum of $25,000 per year for the previous five years of reported sales.

3) There is a demonstrated pattern of satisfactory past performance under the existing contract.

☐ Offeror is an existing Federal Supply Schedule (FSS) Program Contractor and 1) has elected not to submit a streamlined offer or 2) does not meet ALL of the criteria identified above.

Continuous Contracts (Check applicable option)

☐ Offeror acknowledges the award of a new contract will result in the immediate cancellation of the existing contract.

☐ Offeror is requesting to hold continuous contracts in order to complete work under BPAs and orders awarded via the existing contract. Offeror has completed and submitted the solicitation attachment entitled, “Request to Hold Continuous Contracts”.

☐ Not Applicable as the offeror is not an existing Federal Supply Schedule (FSS) Program Contractor under this Schedule

Transactional Data Reporting (TDR) Pilot Participation (Check applicable option)

☐ Offeror is pursuing a TDR Pilot SIN (871-1 through 871-7) and has elected to participate in the TDR Pilot. Offeror attests that it understands and agrees to comply with the following clauses:

● 552.216-70 Economic Price Adjustment – FSS Multiple Award Schedule Contracts (DEVIATION II)

● 552.238-74 Industrial Funding Fee and Sales Reporting (ALTERNATE I)

● 552.238-75 Price Reductions (ALTERNATE I)

● 552.238-81 Modification (Federal Supply Schedule) (ALTERNATE II)

● I-FSS-969 Economic Price Adjustment – FSS Multiple Award Schedule (ALTERNATE II)

☐ Offeror is pursuing a TDR Pilot SIN (871-1 through 871-7) but is NOT participating in the TDR Pilot. Offeror attests that it understands and agrees to comply with the following clauses:

● 552.216-70 Economic Price Adjustment – FSS Multiple Award Schedule Contracts (ALTERNATE I)

● 552.238-74 Industrial Funding Fee and Sales Reporting

● 552.238-75 Price Reductions

● 552.238-81 Modification (Federal Supply Schedule) (ALTERNATE I)

● I-FSS-969 Economic Price Adjustment – FSS Multiple Award Schedule

☐ Not Applicable as the offer does not include a TDR Pilot SIN

SIN Specific Requirements & Terms and Conditions (Check applicable option)

☐ Offeror acknowledges that offers inclusive of the following Professional Services Schedule (00CORP) SINs must comply with additional SIN specific requirements and terms & conditions as outlined in SCP-FSS-008 paragraph (d).

SIN SIN Title SCP-FSS-008 Paragraph

520 07 Financial & Performance Audits (d)(1)

520 20 Data Breach Response and Identity Protection Services (IPS)

(d)(2)

541 4G 541 4G Challenges and Competitions Services

(d)(3)

541 1000 Other Direct Costs (ODCs) are expenses other than laborhours

(d)(4)

874 4 Training Services: Instructor Led Training, Web Based Training and

(d)(5)

Education Courses, Course Development and Test Administration, Learning Management, Internships

874 8 Defense Acquisition Workforce Improvement Act (DAWIA) and Federal Acquisition Certification in Contracting (FAC-C) Training for Acquisition Workforce Personnel

(d)(6)

874 9 Off-the Shelf Training Devices and Training Materials; Print, Electronic, Audio-Visual, Multi-Media and Simulation Training Devices

(d)(7)

382-1 Translation Services (d)(8)

382-2 Interpretation Services (d)(8)

382 4 Comprehensive Linguistic Analytical Support Services (Class)

(d)(8)

382 5 Services for the Visual and Hearing Impaired

(d)(8)

874 507 Operations & Maintenance Logistics Management and Support Services

(d)(9)

874 597 Ancillary Repair and Alterations (d)(10)

899 5 Materials and Waste Recycling and Disposal Services

(d)(11) & (d)(12)

899 7 Geographic Information Systems (GIS) Services

(d)(13)

899 8 Remediation and Reclamation Services

(d)(11) & (d)(14)

C132 51 Information Technology Professional Services

(d)(15)

C595 21 Agency Human Capital Strategy, Policy, and Operational Planning

(d)(15)

C871 202 Energy Management Planning and (d)(15)

Strategies

C871 207 Energy Audit Services (d)(15)

C871 208 Resource Efficiency Management (REM)

(d)(15)

C871 211 Energy Consulting Services (d)(15)

871-1 Strategic Planning for Technology Programs/Activities

(d)(16)

871-2 Concept Development and Requirements Analysis

(d)(16)

871-3 System Design, Engineering and Integration

(d)(16)

871-4 Test and Evaluation (d)(16)

871-5 Integrated Logistics Support (d)(16)

871-6 Acquisition and Life Cycle Management

(d)(16)

871-7 Construction Management and Engineering Consulting Services Related to Real Property

(d)(16)

100 03 Ancillary Supplies and/or Services (d)(17)

☐ Not Applicable. Offer does not contain any of the above SINs.

SECTION I: ADMINISTRATIVE PROPOSAL

Pathway to Success

☐ A designated Authorized Negotiator who is also a company officer has completed the Pathway to Success training within one year of the date of offer submission.

OR

☐ The Pathway to Success training does not apply to contractors that have an active FSS program contract under this Schedule and meet the criteria for submitting a streamlined offer, see SCP-FSS-001 paragraph (e) 1-3.

Readiness Assessment

☐ A company officer has completed the Readiness Assessment within one year of the date of offer submission and a copy of the assessment is submitted in eOffer.

OR

☐ The Readiness Assessment for Prospective Offerors does not apply to contractors that have an active FSS program contract under this Schedule and meet the criteria for submitting a streamlined offer, see SCP-FSS-001 paragraph (e) 1-3.

SAM Registration

Each offeror must register at the System for Award Management (SAM) at www.sam.gov and have a current registration as of the date the offer is submitted.

☐ Offeror confirms that its SAM registration is current as of the date the offer is submitted and reflects the NAICS code(s) associated with the SIN(s) offered.

Annual Financial Statements for Previous Two (2) Years

☐ Financial statements are not required from offerors that have an active FSS program contract under this Schedule and meet the criteria for submitting a streamlined offer, see SCP-FSS-001 paragraph (e) 1-3.

OR

☐ Two (2) full years of financial statements (inclusive of both a balance sheet and an income statement) are attached.

Check this box if applicable to the offer:

☐ Offeror‘s financial statements include negative equity or income, or result in financial ratios, specifically Profit Margin (%), Current Ratio and Debt to Equity Ratio) that appear to be weak when compared to firms in the same industry.

Offeror’s explanation regarding any negative financial information and what if any steps have been taken or are being taken to address the situation:

[Enter explanation here]

Subcontracting Plan

☐ Offeror has represented it is a small business based on the NAICS code chosen from the SIN representing the preponderance of anticipated sales under the contract and a subcontracting plan is not required.

OR

☐ Offeror has represented it is an “other than small business” and a subcontracting plan is required. The subcontracting plan has been completed in eOffer.

Note: Nonprofit organizations and educational institutions, regardless of the number of employees or annual revenues, are advised of the requirement to submit a Small Business Subcontracting Plan (see Clause 552.219-72). The Government will review each plan to assure it is consistent with the provisions of this clause. Subcontracting plans are subject to negotiations along with the terms and conditions of any contract resulting from this solicitation. The offeror's subcontracting plan must be approved by the Contracting Officer prior to award.

Agent Authorization Letter

☐ Offeror has not designated any agents outside the offeror’s organization to represent the offeror on this offer.

OR

☐ Offeror has designated an individual who is not an employee of the offeror as an authorized negotiator and has provided a signed agent authorization letter in eOffer using the format prescribed in the solicitation attachment entitled, Agent Authorization Letter.

SECTION II: TECHNICAL PROPOSAL

Complete this form and submit to GSA eOffer.

Factor One - Corporate Experience (Offeror responds to this Technical Factor directly through eOffer)

☐ This requirement to submit a Corporate Experience narrative does not apply to contractors that have an active FSS program contract under this Schedule and meet the criteria for submitting a streamlined offer, see SCP-FSS-001 paragraph (e) 1-3.

Factor Two – Past Performance

☐ Offeror is submitting a Past Performance Evaluation from Open Ratings and a copy of the order form to satisfy Factor Two - Past Performance

OR

☐ Offeror has an active FSS program contract under this Schedule, meets the criteria for submitting a streamlined offer, see SCP-FSS-001 paragraph (e) 1-3 and has elected not to submit Past Performance data.

Check this box if applicable to the offer:

☐ Offeror’s ORI report contains negative feedback for one or more of the feedback categories.

Offeror’s explanation regarding any negative feedback on the ORI and what actions have been taken to minimize the problems that resulted in negative feedback

[Enter explanation here]

Factor Three – Quality Control (Offeror responds to this Technical Factor directly through eOffer)

Factor Four – Relevant Project Experience

☐ Offeror has responded to this Technical Factor directly through eOffer.

AND

☐ Offeror has uploaded a complete copy of the Statement of Work, Performance Work Statement or Statement of Objectives for each project experience to eOffer. Copy/pasting the document in its entirety (verbatim) into the eOffer field is acceptable.

OR

☐ This requirement to submit Relevant Project Experience does not apply to contractors that have an active FSS program contract under this Schedule and meet the criteria for submitting a streamlined offer, see SCP-FSS-001 paragraph (e) 1-3.

SECTION III: PRICE PROPOSAL

GSA’s Pricing Goal

☐ Offeror acknowledges GSA's pricing goal is to obtain equal to or better than the offeror’s Most Favored Customer (MFC) pricing under the same or similar terms and conditions. GSA seeks to obtain the offeror's best price based on its evaluation of discounts, terms, conditions, and concessions offered to commercial customers. However, offers that propose Most Favored Customer pricing but are not highly competitive will not be determined fair and reasonable and will not be accepted. The U.S. Government Accountability Office has specifically recommended that "the price analysis GSA does to establish the Government's MAS negotiation objective should start with the best discount given to any of the vendor's customers."

OR

☐ Offeror acknowledges that although this requirement does not apply to TDR Pilot participants, offers that are not highly competitive will not be determined fair and reasonable and will not be accepted.

Price Proposal Template (PPT) template

☐ Offeror has submitted into the eOffer system a completed copy of the solicitation attachment entitled, Price Proposal Template. Offeror has not protected, modified or changed the format or column titles of the PPT. Offeror has not edited the embedded formulas in the PPT.

AND

☐ Offeror acknowledges that all prices submitted are fully burdened rates inclusive of all cost factors (e.g., direct costs, indirect costs, G&A, profit, and IFF).

Basis of Proposed Pricing

☐ Offeror’s proposed pricing is based on:

☐ Commercial Price List. Offeror has submitted a copy of its current, dated, price list, catalog or standard rate sheet (note that this must be an existing stand-alone document that is published or publicly available on the offeror’s website and not prepared for the purposes of this solicitation).

OR

☐ Commercial Market Price

AND

☐ Offeror attests that the proposed pricing structure is consistent with its commercial practices.

Supporting Pricing Documentation

☐ Offeror has submitted pricing documentation for EACH proposed service/product. Supporting pricing documentation may consist of published and publicly available (on the offeror’s website) commercial catalogs/price lists, copies of invoices, contracts, quote sheets and must be submitted with the offer. There must be a clear and relevant relationship between the supporting document and the proposed price it is meant to substantiate. Each supporting document must be clearly labeled with the name of the corresponding proposed product/service.

OR

☐ Offeror is participating in the TDR Pilot and not required to submit supporting pricing documentation.

Fair and Reasonable Pricing Narrative (Offerors must select only ONE of the following)

☐ The prices offered to GSA are equal to or better than the offeror’s designated Most Favored Customer(s), and there are no commercial sales deviations that would result in a commercial customer receiving rates lower than the offered GSA rates.

OR

☐ The prices offered to GSA are not equal to or better than the price offered to the firm’s designated Most Favored Customer(s), and a narrative is provided below that fully explains the offeror’s rationale for proposing higher rates than those provided to the Most Favored Customer(s), and demonstrates why the GSA price is still fair and reasonable.

[Enter Narrative Here]

OR

☐ Offeror is participating in the TDR Pilot and not required to submit a Fair and Reasonable Pricing narrative.

Economic Price AdjustmentOfferors must select one method below to apply to a resultant contract:

☐ Offeror maintains a dated Commercial Price List which is posted on the firm’s website or in a published catalog). The offeror acknowledges that economic price adjustments under a resultant contract will be tied to clause 552.216-70, Economic Price Adjustment – FSS Multiple Award Schedule Contacts.

OR

☐ Offeror maintains commercial market pricing and requests that economic price adjustments under a resultant contract be tied to clause I-FSS-969 – Economic Price Adjustment – FSS Multiple Award Schedule, paragraph (b) (1) adjustments based on escalation rates negotiated prior to contract award.

The requested annual escalation rate is ___%

(not to exceed the solicitation maximum identified in paragraph (d)(4) of the clause).

[Provide rationale for proposed fixed escalation rate]

OR

☐ Offeror maintains commercial market pricing and requests that economic price adjustments under a resultant contract be tied to clause I-FSS-969 – Economic Price Adjustment – FSS Multiple Award Schedule, paragraph (b) (2) adjustments based on agreed-upon publicly available market indicator.

The requested publically available market indicator is:

Series IDNot Seasonally AdjustedOwnershipComponentOccupationPeriodicity

Travel

☐ Offeror acknowledges that any travel will be handled in accordance with clause C-FSS-370, Contractor Tasks/Special Requirements. The offeror acknowledges that costs for transportation, lodging, meals and incidental expenses incurred by the contractor in performance of specific task orders are allowable subject to limitations contained in the Federal Travel Regulation and/or Joint Travel Regulations. Costs pertaining to travel are not included in the prices offered, and will be offered at the task order level only as applicable.

Commercial Sales Practices Format (CSP-1)

☐ Offeror is participating in the TDR Pilot and not required to submit a CSP-1.

OR

☐ Offeror has completed the CSP-1 in eOffer, in accordance with instructions provided in GSAR Figure 515.4-2. The CSP requires the offeror to identify estimated sales under a resultant contract. Provide a brief explanation below as to how the offeror arrived at its estimated sales

[Rationale for Estimated Sales]

AND

☐ All deviations from the Offeror's commercial sales practices have been explained, including the specific circumstances and frequency of the deviations under Item 4b of the CSP.

Note: Deviations disclosed but not clearly and fully explained will be considered unacceptable and may result in the offer being rejected.The disclosure of deviations from your commercial standard practices does not result in additional non-triggering events for price reductions. In accordance with 552.238-75 paragraph (d), there are only four (4) scenarios under which a price reduction will not be triggered:

● Sales to commercial customers under firm, fixed-price definite quantity contracts with specified delivery in excess of the maximum order threshold specified in this contract;

● Sales to federal agencies

● Sales made to Eligible Ordering Activities identified in GSAR Clause 552.238-78 when the order is placed under this contract (and the Eligible Ordering Activities identified in GSAR Clause 552.238-78 is the agreed upon customer or category of customer that is the basis of award); or

● Sales caused by an error in quotation or billing, provided adequate documentation is furnished by the Contractor to the Contracting Officer.

Domestic and Overseas RatesOfferors must select only ONE of the following:

☐ Offeror is offering domestic rates only and does not intend to perform any services outside the United States.

OR

☐ Offeror is offering the same prices for labor categories/training/products offered regardless of whether they are domestic or overseas.

OR

☐ Offeror is offering separate rates for domestic and overseas work

Customer Facility or Contractor Facility Offerors must select only ONE of the following:

☐ Offeror is offering one set of rates that applies whether work is performed at the Customer’s Facility or Contractor’s Facility.

OR

☐ Offeror is offering separate rates for work performed at the Customer’s Facility or Contractor’s Facility.

Labor Category Descriptions ☐ Offeror is not proposing labor categories

OR

☐ Offeror has submitted a list of all offered labor categories, which matches all offered labor categories identified in the Price Proposal Template, and provides a detailed position description for each labor category. All offered

position descriptions include functional responsibilities, minimum years of experience, minimum educational/degree requirements, and any applicable training or certification requirements. If it is the Offeror’s commercial practice to substitute experience for education, the offeror has submitted the methodology in use.

If the above box is checked, also check this box:

☐ Offeror acknowledges that using personnel to perform work under an awarded Schedule labor category that do not meet the qualifications (or the agreed upon Schedule-level substitutions) outlined in the position descriptions would NOT be in compliance with the terms and conditions of any resultant Schedule contract. Work performed by these individuals is considered to be unqualified labor and the Government will seek payment of a contract debt. Offeror also acknowledges the agreed upon labor category qualifications at the Schedule level cannot be waived by the Ordering Agency at the Blanket Purchase Agreement (BPA) or Task Order level.

Training Course Descriptions Offerors must select only ONE of the following:

☐ Offeror is not proposing training courses

☐ Offeror has submitted detailed training course descriptions which include the following information:

● Title and brief description of the course, including major course objectives

● Length of course (number of hours/days)

● Minimum/Maximum number of participants

● Price for additional students above minimum (if applicable)

● Support materials provided as part of the course (e.g., training manuals, CDs, DVDs)

Fixed Price Service DescriptionsOfferors must select only ONE of the following:

☐ Offeror is not proposing fixed price services

☐ Offeror has provided a description for each fixed price service offered that clearly demonstrates how each service is within scope of the applicable SIN(s). Descriptions contain sufficient detail to ensure ordering agencies have enough information to know what they’re buying.

Products/Other Direct Costs (ODC) DescriptionsOfferors must select only ONE of the following:

☐ Offeror has provided a description for each support product/ODC offered that clearly describes what the ordering agencies are buying.

☐ Offeror is not proposing support products/ODCs

Professional Compensation Plan

☐ Offeror has completed and included in its offer a Professional Compensation Plan in accordance with Clause 52.222-46, Evaluation of Compensation for Professional Employees.

Note: Submission of the general compensation practices printed in the Offeror’s employee handbook is generally sufficient if the handbook sets forth salary ranges and fringe benefits proposed for the professional employees who will work under the contract.

Uncompensated Overtime

☐ Offeror has included in its offer a copy of the offeror’s policy that addresses uncompensated overtime in accordance with clause 52.237-10.

Service Contract Labor Standards/formerly known as the Service Contract Act:

☐ Offeror has read and acknowledges the requirements pertaining to the Service Contract Labor Standards (SCLS) pursuant to clauses 52.222-17, 52.222-41, 52.222-42, 52.222-43, 52.222-49 and 52.222-55, but is not offering any labor categories/services that are covered by the Department of Labor Directory of Service Occupations. The offeror understands its obligations to compensate its employees in accordance with the prevailing wage determination for any work performed by any of its employees under a resultant contract or task order placed against the contract for services covered by the Service Contract Labor Standards (SCLS).

Note: The determination as to whether labor categories/services are covered by the SCLS is not impacted by the pricing structure proposed. For example, when an offeror proposes foreign language translation services, which are priced per word, the translation services are still covered by the SCLS.

OR

☐ Offeror has read and acknowledges the requirements for Service Contract Act (SCA) pursuant to clauses 52.222-17, 52.222-41, 52.222-42, 52.222-43, 52.222-49 and 52.222-55, and further verifies that all prices offered for labor categories/services covered by the SCLS meet or exceed the SCLS wage determination base rates and fringe benefits for the areas included in the geographic scope of the contract under the contract (i.e., nationwide). Offeror further acknowledges that it is required to comply with applicable SCLS wage determinations and fringe benefits regardless of the price proposed and awarded on any resultant Schedule contract.

AND If the above box is checked, also check this box:

☐ Offeror acknowledges that, upon award of a Schedule contract, it must comply with the base rate and fringe benefit rate requirements of the prevailing SCLS wage determination (WD) Revision Number incorporated into the Schedule contract. No prevailing rate WD may be incorporated into a task order as the order may then be in conflict with the Schedule contract terms and conditions. However, WDs based on collective bargaining agreements (CBAs) may be incorporated into a task order if the task order is found to be a successor contract as used in FAR Subpart 22.10; a CBA WD would be applicable only to the task order it is incorporated into and no other orders under that Schedule contract.

SCLS Eligible Labor Categories

☐ In the Price Proposal Template, the Offeror has identified proposed labor categories/services which are subject to the SCLS by placing a double asterisk (**) next to the labor category name or fixed price service.

SCLS Matrix

For each SCLS eligible labor category, complete the following information in the below spreadsheet format directly in eOffer. Identify the SCLS eligible labor category/service

proposed (must match what was identified in the Price Proposal Template) and the SCLS Equivalent Code and Title from the Department of Labor’s SCA Directory of Occupations that corresponds to the labor category/service.

SCLS Eligible Labor Category/Service**

SCLS Equivalent Code & Title Wage Determination Number

Example: Clerk 01115 General Clerk I 2015-0000

Example: Driver 31361 Truck Driver, Light Truck 2015-0000

** NOTE: If the offeror is offering services that are SCLS-Applicable (example: foreign language translation or interpretation services) but not offering a specific labor category for those services, please insert the SCA applicable service in this column rather than a labor category title.

☐ Offeror acknowledges that the SCLS matrix and the following language must be included in the Authorized Federal Supply Schedule Price List published on GSA Advantage! ® if a contract is awarded:

"The Service Contract Labor Standards, formerly the Service Contract Act (SCA), apply to this contract and it includes SCLS applicable labor categories. Labor categories and fixed price services marked with a (**) in this pricelist are based on the U.S. Department of Labor Wage Determination Number(s) identified in the SCLS/SCA matrix. The prices awarded are in line with the geographic scope of the contract (i.e., nationwide)."

SCLS Eligible Labor Categories Economic Price Adjustment

☐ Offer acknowledges that escalation of SCLS-covered services shall be in accordance with FAR clause 52.222-43 AND either clause I-FSS-969 or clause 552.216-70, as applicable to the contract.

AND

☐ Offer acknowledges when a mass modification is issued to all contract holders incorporating a revised index of wage determinations, contractors shall submit a modification request in eMod to claim an increase/decrease under clause 52.222-43 within 30 calendar days after receipt of the modification.

Request to Hold Continuous Contracts

Complete and include this solicitation attachment in your consolidated Administrative/Contract Data file IF offeror:

1. Holds an active FSS program contract under this Schedule2. Is eligible to submit a streamlined offer (see SCP-FSS-001, paragraph (e) 1-3)3. Is requesting to hold continuous contracts in order to complete work under BPAs

and orders awarded via the existing contract

Please click this box if applicable:

❏ Offeror wishes to hold continuous contracts and is listing all active submitted quotes, established BPAs and awarded orders under its existing contract below:

RFQ/BPA/order number

Ordering Activity Name and Point of Contract

Dollar Value Order Award Date

Period of Performance (including options)

The existing contract is to be cancelled the day after the final day of the ordering period for the active BPA or order (including options). In situations where multiple BPAs and/or orders are active, the cancellation date should be based on the last remaining BPA or order, provided that they do not extend beyond the existing contract end date.

❏ Offeror proposes the existing contract be cancelled on: enter date.

❏ Offeror agrees that it will not use the existing contract to compete for new business opportunities if a new continuous contract is awarded.