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MOBILE DISTRICT MOBILE DISTRICT PREPROPOSAL CONFERENCE Competitive Small Busines Multiple Awards (MATOC) Indefinite Delivery Type Contracts in Support of Military Construction 15 December 2009

MOBILE DISTRICT PREPROPOSAL CONFERENCE Competitive Small Busines Multiple Awards (MATOC) Indefinite Delivery Type Contracts in Support of Military Construction

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Page 1: MOBILE DISTRICT PREPROPOSAL CONFERENCE Competitive Small Busines Multiple Awards (MATOC) Indefinite Delivery Type Contracts in Support of Military Construction

MOBILE DISTRICTMOBILE DISTRICT

PREPROPOSAL CONFERENCECompetitive Small Busines

Multiple Awards (MATOC)Indefinite Delivery Type

Contracts in Support of Military Construction

15 December 2009

PREPROPOSAL CONFERENCECompetitive Small Busines

Multiple Awards (MATOC)Indefinite Delivery Type

Contracts in Support of Military Construction

15 December 2009

Page 2: MOBILE DISTRICT PREPROPOSAL CONFERENCE Competitive Small Busines Multiple Awards (MATOC) Indefinite Delivery Type Contracts in Support of Military Construction

MOBILE DISTRICTMOBILE DISTRICT

Introductions/WelcomeIntroductions/Welcome

FY10 Task Order Competition FY10 Task Order Competition ProjectionsProjections─ (What, Where, When, Value, (What, Where, When, Value,

etc.)etc.)

Section 803 Discussion on Section 803 Discussion on MATOCsMATOCs─ (Fair Opportunity)(Fair Opportunity)

Page 3: MOBILE DISTRICT PREPROPOSAL CONFERENCE Competitive Small Busines Multiple Awards (MATOC) Indefinite Delivery Type Contracts in Support of Military Construction

MOBILE DISTRICTMOBILE DISTRICT

─ Proposal RequirementsProposal Requirements• Structure of CLINSStructure of CLINS• Requirement for Multiple Sub- Requirement for Multiple Sub-

QuotesQuotes• Exceptions to RFP/SOW Exceptions to RFP/SOW

Requirements Requirements • Proposal Lessons LearnedProposal Lessons Learned

─ Task Order Selection Task Order Selection ProcessProcess• RFP FormatRFP Format• Basic Selection StepsBasic Selection Steps• Notification of AwardsNotification of Awards• Performance / Payment Bond Performance / Payment Bond

IssuesIssues

AgendaAgenda

─ Post-Task Order Award Post-Task Order Award IssuesIssues• Pre-Construction Meeting – Pre-Construction Meeting –

Notice to ProceedNotice to Proceed• Schedule of ValuesSchedule of Values• User Requested ChangesUser Requested Changes• Time Extension ModificationsTime Extension Modifications• Task Order Close-outTask Order Close-out

Open Floor DiscussionOpen Floor Discussion

Competitive Task Orders 101Competitive Task Orders 101

Page 4: MOBILE DISTRICT PREPROPOSAL CONFERENCE Competitive Small Busines Multiple Awards (MATOC) Indefinite Delivery Type Contracts in Support of Military Construction

MOBILE DISTRICTMOBILE DISTRICT

FY-2010 Mobile DistrictFY-2010 Mobile District {Potential Small Business MATOC Projects} {Potential Small Business MATOC Projects}

DescriptionDescription LocationLocation Prog Amt ($K)Prog Amt ($K)

Fitness CenterFitness Center EglinEglin $330$330

School Age Facility BRACSchool Age Facility BRAC EglinEglin $300$300

Civil Engineering & TrainingCivil Engineering & Training EglinEglin $3,500$3,500

Refueling Vehicle MaintenanceRefueling Vehicle Maintenance HurlburtHurlburt $2,200$2,200

SOF SQD OPS Annex FacSOF SQD OPS Annex Fac HurlburtHurlburt $2,440$2,440

SOF Squadron Ops Annex, 4SOS Fac.SOF Squadron Ops Annex, 4SOS Fac. Hurlburt FieldHurlburt Field $1,800$1,800

SOF Multi-Purpose K-9 Tm. Fac 7SOF Multi-Purpose K-9 Tm. Fac 7thth SFG SFG EglinEglin $3,100$3,100

AME Mx/StorageAME Mx/Storage EglinEglin $5,800$5,800

Youth CenterYouth Center EglinEglin $600$600

F-35 Barriers Choctaw FieldF-35 Barriers Choctaw Field EglinEglin $1,000$1,000

D-3A Live-Fire Test Infrastructure ReconstitutionD-3A Live-Fire Test Infrastructure Reconstitution EglinEglin $4,000$4,000

Replace Base Engineer Facility 666Replace Base Engineer Facility 666 EglinEglin $4,000$4,000

Repair Misc. BuildingsRepair Misc. Buildings Ft. RuckerFt. Rucker $1,000 to $3,000$1,000 to $3,000

Page 5: MOBILE DISTRICT PREPROPOSAL CONFERENCE Competitive Small Busines Multiple Awards (MATOC) Indefinite Delivery Type Contracts in Support of Military Construction

MOBILE DISTRICTMOBILE DISTRICT

CONSTRUCTIONCONSTRUCTION

Task Order Contracting Task Order Contracting 101101

MATOC Pre-Proposal MATOC Pre-Proposal ConferenceConference

Page 6: MOBILE DISTRICT PREPROPOSAL CONFERENCE Competitive Small Busines Multiple Awards (MATOC) Indefinite Delivery Type Contracts in Support of Military Construction

MOBILE DISTRICTMOBILE DISTRICT

Task Order Contract –Task Order Contract –• a contract for services (including construction), a contract for services (including construction), that that does not procure or specify a firm quantity of does not procure or specify a firm quantity of servicesservices

• (other than a stated minimum or maximum (other than a stated minimum or maximum quantity),quantity),

• provides for the issuance of orders for the provides for the issuance of orders for the performance of defined tasks during the period of performance of defined tasks during the period of the the contract.contract.

CONSTRUCTIONCONSTRUCTIONTask Order ContractingTask Order Contracting

Page 7: MOBILE DISTRICT PREPROPOSAL CONFERENCE Competitive Small Busines Multiple Awards (MATOC) Indefinite Delivery Type Contracts in Support of Military Construction

MOBILE DISTRICTMOBILE DISTRICT

FAR Part 16.505(b)(1)(2) – FAR Part 16.505(b)(1)(2) – ““fair opportunity”fair opportunity”

(b)(b) Orders under multiple award contracts Orders under multiple award contracts——

(1)(1) Fair Opportunity Fair Opportunity..

(i) The contracting officer must provide each awardee a (i) The contracting officer must provide each awardee a fair opportunityfair opportunity to to be considered for each order exceeding $3,000, except as provided for in paragraph be considered for each order exceeding $3,000, except as provided for in paragraph (b)(2).(b)(2).

(ii) The contracting officer may exercise broad discretion in developing (ii) The contracting officer may exercise broad discretion in developing appropriate order placement procedures. appropriate order placement procedures. The contracting officer need not contact The contracting officer need not contact each of the multiple awardees under the contract before selecting an order awardee each of the multiple awardees under the contract before selecting an order awardee if the contracting officer has information available to ensure that each awardee is if the contracting officer has information available to ensure that each awardee is provided a provided a fair opportunityfair opportunity to be considered for each order. to be considered for each order. The contracting officer The contracting officer mustmust——

(A) Develop placement procedures that will provide each awardee a (A) Develop placement procedures that will provide each awardee a fair fair opportunity opportunity to be considered; to be considered;

(B) Not use any method (such as allocation or designation of any preferred (B) Not use any method (such as allocation or designation of any preferred awardee) that would not result in fair consideration being given to all awardee) that would not result in fair consideration being given to all

awardees;awardees;

(C) (C) Tailor the procedures to each acquisitionTailor the procedures to each acquisition;;

(D) Include the procedures in the solicitation and the contract; and(D) Include the procedures in the solicitation and the contract; and

(E) Consider price or costs under each order as one of the factors in the (E) Consider price or costs under each order as one of the factors in the selection.selection.

Page 8: MOBILE DISTRICT PREPROPOSAL CONFERENCE Competitive Small Busines Multiple Awards (MATOC) Indefinite Delivery Type Contracts in Support of Military Construction

MOBILE DISTRICTMOBILE DISTRICT

(iii) The contracting officer (iii) The contracting officer shouldshould consider the following: consider the following:

(A) (A) (1) (1) Past performance on Past performance on earlier ordersearlier orders;;

(2) (2) Potential impact on other orders placed with the contractor;Potential impact on other orders placed with the contractor;

(3) (3) Minimum order requirements;Minimum order requirements;

(4) (4) The amount of time contractors need to make informed business The amount of time contractors need to make informed business decisions on decisions on whether to respond to potential orderswhether to respond to potential orders;;

(5) (5) Whether contractors could be encouraged to respond to potential Whether contractors could be encouraged to respond to potential orders orders by outreach efforts to promote exchanges of information, such as— by outreach efforts to promote exchanges of information, such as—

(i) (i) Seeking comments from contractors on draft statements of Seeking comments from contractors on draft statements of work;work;

(ii) (ii) Using a multiphased approach when effort required to respond Using a multiphased approach when effort required to respond to a potential order may be resource intensive, where all contractors are initially to a potential order may be resource intensive, where all contractors are initially considered on price considerations, and other considerations as appropriate. The considered on price considerations, and other considerations as appropriate. The contractors most likely to submit the highest value solutions are then selected for contractors most likely to submit the highest value solutions are then selected for one-on-one sessions with the Government to increase their understanding of the one-on-one sessions with the Government to increase their understanding of the requirements, provide suggestions for refining requirements, and discuss risk requirements, provide suggestions for refining requirements, and discuss risk reduction measures.reduction measures.

(B) (B) Formal evaluation plans or scoring of offers are not requiredFormal evaluation plans or scoring of offers are not required..

FAR Part 16.505(b)(1)(2) – FAR Part 16.505(b)(1)(2) – ““fair opportunity”fair opportunity”

Page 9: MOBILE DISTRICT PREPROPOSAL CONFERENCE Competitive Small Busines Multiple Awards (MATOC) Indefinite Delivery Type Contracts in Support of Military Construction

MOBILE DISTRICTMOBILE DISTRICT

(2)(2) ExceptionsExceptions to the fair opportunity process to the fair opportunity process::

(i) The agency need for services is (i) The agency need for services is so urgentso urgent that providing a that providing a fair fair opportunityopportunity would result in would result in unacceptable delaysunacceptable delays;;

(ii) (ii) Only one awardee is capableOnly one awardee is capable of providing the supplies or services of providing the supplies or services required at the level of quality required because the services ordered are required at the level of quality required because the services ordered are unique unique or highly specializedor highly specialized;;

(iii) The order must be issued on a sole-source basis in the interest of (iii) The order must be issued on a sole-source basis in the interest of economy and efficiencyeconomy and efficiency as a as a logical follow-onlogical follow-on to an order already issued under the to an order already issued under the contract, provided that all awardees were given a fair opportunity to be contract, provided that all awardees were given a fair opportunity to be considered for the original order.considered for the original order.

(iv) It is necessary to place an order to (iv) It is necessary to place an order to satisfy a minimum guaranteesatisfy a minimum guarantee..

(3)(3) Task and Delivery Order Ombudsman Task and Delivery Order Ombudsman.. The head of the agency shall The head of the agency shall

designate a task order contract and delivery-order contract ombudsman. The designate a task order contract and delivery-order contract ombudsman. The ombudsman must review complaints from contractors and ensure they are ombudsman must review complaints from contractors and ensure they are afforded a afforded a fair opportunityfair opportunity to be considered, consistent with the procedures in to be considered, consistent with the procedures in the contract. The ombudsman must be a senior agency official who is independent the contract. The ombudsman must be a senior agency official who is independent of the contracting officer and may be the agency's competition advocate.of the contracting officer and may be the agency's competition advocate.

FAR Part 16.505(b)(1)(2) –FAR Part 16.505(b)(1)(2) – ““fair opportunity”fair opportunity”

Page 10: MOBILE DISTRICT PREPROPOSAL CONFERENCE Competitive Small Busines Multiple Awards (MATOC) Indefinite Delivery Type Contracts in Support of Military Construction

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OutlineOutline of theof the

Task Order ProcessTask Order Process

MATOC Pre-Proposal MATOC Pre-Proposal ConferenceConference

Page 11: MOBILE DISTRICT PREPROPOSAL CONFERENCE Competitive Small Busines Multiple Awards (MATOC) Indefinite Delivery Type Contracts in Support of Military Construction

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Section 01004Section 01004 of the Contractof the Contract::• Project Identification and Prioritization Project Identification and Prioritization

• Notification of Proposed Task Order / Notification of Proposed Task Order / Electronic RFPElectronic RFP

• Statement of Work {Definitized vs. Not Fully Statement of Work {Definitized vs. Not Fully Definitized}Definitized}

• Evaluation CriteriaEvaluation Criteria

• Proposal Preparation SubmissionsProposal Preparation Submissions

• Competitive Evaluations (Discussions if Necessary)Competitive Evaluations (Discussions if Necessary)

Competitive Task Order Competitive Task Order Selection ProcessSelection Process

Page 12: MOBILE DISTRICT PREPROPOSAL CONFERENCE Competitive Small Busines Multiple Awards (MATOC) Indefinite Delivery Type Contracts in Support of Military Construction

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Electronic RFP via E-mailElectronic RFP via E-mail

CESAM-CT-CCESAM-CT-CSubject: Subject: New Task Order Request for Proposal for ..........................., FL. New Task Order Request for Proposal for ..........................., FL.

You are requested to submit a Firm-Fixed Priced (FFP) proposal for Family You are requested to submit a Firm-Fixed Priced (FFP) proposal for Family Support Complex, Phase I, at Tyndall AFB, FL as detailed in the specifications at Support Complex, Phase I, at Tyndall AFB, FL as detailed in the specifications at the FTP website listed below. the FTP website listed below.

ftp://ftp.sam.usace.army.mil/pub/ENDW/MATOC/RFP%20NO.%208AGC-09-0001,%20MISSION%20SUPPORT%20COMPLEX,%20PHASE%20I,%20TYNDALL%20AFB,%20FL%20(M005F375)/

Award of this task order shall be made to the contractor considered to be the best Award of this task order shall be made to the contractor considered to be the best value to the Government. Basis of award shall be lowest price, as stated in Section value to the Government. Basis of award shall be lowest price, as stated in Section 01004 - Outline of the Task Order Process.01004 - Outline of the Task Order Process.

Page 13: MOBILE DISTRICT PREPROPOSAL CONFERENCE Competitive Small Busines Multiple Awards (MATOC) Indefinite Delivery Type Contracts in Support of Military Construction

MOBILE DISTRICTMOBILE DISTRICT

CESAM-CT-C, contCESAM-CT-C, cont

You are requested to submit your proposal by email to: You are requested to submit your proposal by email to: [email protected]@sam.usace.army.mil not later than Close of Business --------. Receipt will be governed by FAR not later than Close of Business --------. Receipt will be governed by FAR Clause 52.215-1 entitled “Instructions to Offerors--Competitive Clause 52.215-1 entitled “Instructions to Offerors--Competitive Acquisition.” If additional information is required, please contact Liz Acquisition.” If additional information is required, please contact Liz Cotton at 251-441-5520 for general/contractual issues or Karen Williams Cotton at 251-441-5520 for general/contractual issues or Karen Williams at 251-690-2713, fax 251-694-3626, for technical issues.at 251-690-2713, fax 251-694-3626, for technical issues.

Electronic RFP via E-mailElectronic RFP via E-mail

Page 14: MOBILE DISTRICT PREPROPOSAL CONFERENCE Competitive Small Busines Multiple Awards (MATOC) Indefinite Delivery Type Contracts in Support of Military Construction

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CESAM-CT-C, cont.CESAM-CT-C, cont.

Price proposals shall consist of a Price proposal, consisting of a Price proposals shall consist of a Price proposal, consisting of a completed Bidding Schedule which is included in the FTP site package, completed Bidding Schedule which is included in the FTP site package, and applicable price proposal breakdown information using the attached and applicable price proposal breakdown information using the attached spreadsheet. All bidding schedule/price proposal submissions should be spreadsheet. All bidding schedule/price proposal submissions should be returned in .pdf format that cannot be edited. Price proposals must be returned in .pdf format that cannot be edited. Price proposals must be submitted in order for your proposal to be considered. If a contractor submitted in order for your proposal to be considered. If a contractor does not wish to be considered for this particular task order, please does not wish to be considered for this particular task order, please respond in writing on or before the proposal due date, indicating the respond in writing on or before the proposal due date, indicating the reasons why.reasons why.

Electronic RFP via E-mailElectronic RFP via E-mail

Page 15: MOBILE DISTRICT PREPROPOSAL CONFERENCE Competitive Small Busines Multiple Awards (MATOC) Indefinite Delivery Type Contracts in Support of Military Construction

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CESAM-CT-C, cont.CESAM-CT-C, cont.

Price Proposal should include the following:Price Proposal should include the following:

a. The contractor shall provide a FFP proposal for performance of a. The contractor shall provide a FFP proposal for performance of this project as identified in the Scope of Work.this project as identified in the Scope of Work.

b. The FFP shall be structured as described in the basic contract, b. The FFP shall be structured as described in the basic contract, and shall match the format of the Bidding Schedule.and shall match the format of the Bidding Schedule.

Electronic RFP via E-mailElectronic RFP via E-mail

Page 16: MOBILE DISTRICT PREPROPOSAL CONFERENCE Competitive Small Busines Multiple Awards (MATOC) Indefinite Delivery Type Contracts in Support of Military Construction

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Contract ProvisionContract Provision4.3.2.34.3.2.3 The RFP will describe the manner in which the proposed prices The RFP will describe the manner in which the proposed prices are to be submitted. This will normally be lump sum and/or unit prices are to be submitted. This will normally be lump sum and/or unit prices for Bid Items designated in the RFP. Under the competitive proposal for Bid Items designated in the RFP. Under the competitive proposal conditions, conditions,

the prices for the CLINs, as provided in the original Solicitation CLIN the prices for the CLINs, as provided in the original Solicitation CLIN Schedule, shall serve as the basis for establishing prices for the field Schedule, shall serve as the basis for establishing prices for the field overhead, design, and mark-ups, as applicable to the work involved in overhead, design, and mark-ups, as applicable to the work involved in the requirement. The Contractor's costs for the CLINs may be equal to the requirement. The Contractor's costs for the CLINs may be equal to or less than, but shall not exceed, the costs shown in the contract CLIN or less than, but shall not exceed, the costs shown in the contract CLIN schedule.schedule.

CONSTRUCTIONCONSTRUCTIONTask Order ContractingTask Order Contracting

Page 17: MOBILE DISTRICT PREPROPOSAL CONFERENCE Competitive Small Busines Multiple Awards (MATOC) Indefinite Delivery Type Contracts in Support of Military Construction

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CESAM-CT-C, cont.CESAM-CT-C, cont.

The Government reserves the right to obtain breakdowns of the proposals, The Government reserves the right to obtain breakdowns of the proposals, in the event discussion of prices are required in order to resolve differences in the event discussion of prices are required in order to resolve differences between the proposals and the Government’s estimate. Such price between the proposals and the Government’s estimate. Such price discussions, normally, will be conducted with all Contractors that are discussions, normally, will be conducted with all Contractors that are competing on the same Task Order. However, a Contractor may be competing on the same Task Order. However, a Contractor may be excluded from discussions, in the interest of efficiency and timeliness of the excluded from discussions, in the interest of efficiency and timeliness of the award of a Task Order, if their price is so unreasonable that it will have little award of a Task Order, if their price is so unreasonable that it will have little or no chance of becoming competitive." or no chance of becoming competitive."

Electronic RFP via E-mailElectronic RFP via E-mail

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MOBILE DISTRICTMOBILE DISTRICT

CESAM-CT-C, cont.CESAM-CT-C, cont.

To enhance your understanding of the task order requirements, a site visit is To enhance your understanding of the task order requirements, a site visit is scheduled for December 15, 2009 at 1300 hours. All interested MATOC scheduled for December 15, 2009 at 1300 hours. All interested MATOC contractors are invited and strongly encouraged to attend. Please contact contractors are invited and strongly encouraged to attend. Please contact Mr. John P. Servant, Project Engineer, at Tyndall AFB FL, at telephone Mr. John P. Servant, Project Engineer, at Tyndall AFB FL, at telephone number (850) 789-1234, to participate in this site visit. There is no limit as number (850) 789-1234, to participate in this site visit. There is no limit as to the number of company personnel that can attend.to the number of company personnel that can attend.

NOTE: Information obtained during the site survey visit, but not included in NOTE: Information obtained during the site survey visit, but not included in the scope of work is not contractually binding.the scope of work is not contractually binding.

Electronic RFP via E-mailElectronic RFP via E-mail

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CESAM-CT-C, cont.CESAM-CT-C, cont.

Pricing submitted for this task order shall be good for a period of 90 Pricing submitted for this task order shall be good for a period of 90 calendar days after the proposal due date. If discussions are required during calendar days after the proposal due date. If discussions are required during the selection process, any discussion responses and/or proposal revisions the selection process, any discussion responses and/or proposal revisions shall include updated pricing good for an additional 90 days after the shall include updated pricing good for an additional 90 days after the discussion response due date.discussion response due date.

Electronic RFP via E-mailElectronic RFP via E-mail

Page 20: MOBILE DISTRICT PREPROPOSAL CONFERENCE Competitive Small Busines Multiple Awards (MATOC) Indefinite Delivery Type Contracts in Support of Military Construction

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Section 01004Section 01004 of the Contract: of the Contract:

• Statement of Work {Definitized vs. Not Fully Statement of Work {Definitized vs. Not Fully Definitized}Definitized}

• Evaluation CriteriaEvaluation Criteria

• Proposal Preparation SubmissionsProposal Preparation Submissions

• Competitive Evaluations (Discussions if Necessary)Competitive Evaluations (Discussions if Necessary)

Competitive Task Order Competitive Task Order Selection ProcessSelection Process

Page 21: MOBILE DISTRICT PREPROPOSAL CONFERENCE Competitive Small Busines Multiple Awards (MATOC) Indefinite Delivery Type Contracts in Support of Military Construction

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Before the Initial Award of MATOC 8(a) Gulf Coast Before the Initial Award of MATOC 8(a) Gulf Coast RegionRegion

Submittal and Evaluation CriteriaSubmittal and Evaluation CriteriaFACTORFACTOR FACTOR DESCRIPTONFACTOR DESCRIPTON SOLICIATION: 00110 & 00120 SOLICIATION: 00110 & 00120

REFERENCE KEYREFERENCE KEY

Order of Relative Order of Relative importanceimportance

Overview of Initial MATOC solicitation submission Overview of Initial MATOC solicitation submission and evaluation criteria and evaluation criteria

RFP Section 00120: Paragraph 3.1RFP Section 00120: Paragraph 3.1TABLE ITABLE I

VOL 1: (TAB A)VOL 1: (TAB A)Factor 1 Factor 1 Merit RatingMerit Rating

Prime Contractor's Past Performance Information Prime Contractor's Past Performance Information -Specialized Experience & -Quality of Past Performance -Specialized Experience & -Quality of Past Performance

(Not Rated Separately)(Not Rated Separately)

RFP Section 00110: Paragraph 3.2 RFP Section 00110: Paragraph 3.2

VOL 1: (TAB B)VOL 1: (TAB B)Factor 2Factor 2Merit RatingMerit Rating

Prime Contractor’sPrime Contractor’s-Organization & -Preliminary Organization Chart-Organization & -Preliminary Organization Chart

(Not rated separately)(Not rated separately)

REP Section 00110REP Section 00110Paragraph 3.3Paragraph 3.3Paragraph 3.3.2.6Paragraph 3.3.2.6

VOL 1: (TAB C)VOL 1: (TAB C)Factor 3 Factor 3 Merit RatingMerit Rating

Past Safety PerformancePast Safety Performance RFP Section 00110: Paragraph 3.4RFP Section 00110: Paragraph 3.4

VOL IIVOL IINot RatedNot Rated

Administrative RequirementsAdministrative Requirements RFP Section 001100: Paragraph 4.0RFP Section 001100: Paragraph 4.0

Page 22: MOBILE DISTRICT PREPROPOSAL CONFERENCE Competitive Small Busines Multiple Awards (MATOC) Indefinite Delivery Type Contracts in Support of Military Construction

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After the Initial Award of MATOC North RegionAfter the Initial Award of MATOC North RegionPossible Task Order Submittal and Evaluation Possible Task Order Submittal and Evaluation

CriteriaCriteria

FACTORFACTOROrder of Relative Order of Relative

ImportanceImportance

Task Order Acquisition MethodTask Order Acquisition MethodPrice/Performance Trade-offPrice/Performance Trade-off

(PPTO)(PPTO)

Task Order Acquisition MethodTask Order Acquisition MethodTechnical/Price/Performance Technical/Price/Performance

Trade-offTrade-off(PPTO)(PPTO)

Task Order Acquisition MethodTask Order Acquisition MethodDesign & ConstructionDesign & Construction

(Also know as Design/Build)(Also know as Design/Build)

FACTOR DESCRIPTIONFACTOR DESCRIPTION FACTOR DESCRIPTIONFACTOR DESCRIPTION FACTOR DESCRIPTIONFACTOR DESCRIPTION

VOL 1: (TAB A)VOL 1: (TAB A)Factor 1 Factor 1 Merit RatingMerit Rating

Prime Contractor's Prime Contractor's Past Performance Information Past Performance Information

-Specialized Experience & -Specialized Experience & -Quality of Past Performance -Quality of Past Performance

(Not Rated Separately)(Not Rated Separately)

Prime Contractor's Prime Contractor's Past Performance Information Past Performance Information

-Specialized Experience & -Specialized Experience & -Quality of Past Performance -Quality of Past Performance

(Not Rated Separately)(Not Rated Separately)

Prime Contractor's Prime Contractor's Past Performance Information Past Performance Information

-Specialized Experience & -Specialized Experience & -Quality of Past Performance -Quality of Past Performance

(Not Rated Separately)(Not Rated Separately)

VOL 1: (TAB B)VOL 1: (TAB B)Factor 2Factor 2Merit RatingMerit Rating XXXXXXXXXXXXXXXXXX

One or a combination of the One or a combination of the following:following:-Technical Approach to Solution-Technical Approach to Solution-Key Construction Subcontractors-Key Construction Subcontractors-Preliminary Project Schedule-Preliminary Project Schedule

Design Firm(s)Design Firm(s)Past Performance Information Past Performance Information -Specialized Experience &-Specialized Experience &-Quality of Past Performance -Quality of Past Performance (Not Rated Separately)(Not Rated Separately)

VOL 1: (TAB C, D, E)VOL 1: (TAB C, D, E)Factor 3, 4 & 5Factor 3, 4 & 5Merit RatingMerit Rating XXXXXXXXXXXXXXXXXX XXXXXXXXXXXXXXXXXX

One or a combination of the One or a combination of the following:following:-Technical Approach to Solution-Technical Approach to Solution-Key Construction Subcontractors-Key Construction Subcontractors-Preliminary Project Schedule-Preliminary Project Schedule-LEED Checklist-LEED Checklist

VOL IIVOL IINot RatedNot Rated

Administrative Requirements Administrative Requirements PricedPriced

Administrative Requirements Administrative Requirements PricePrice

Administrative RequirementsAdministrative RequirementsPricePrice

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Section 01004Section 01004 of the Contract: of the Contract:

• Sole source NegotiationsSole source Negotiations

• 1. 1. Satisfy the guaranteed contract minimum award Satisfy the guaranteed contract minimum award obligationsobligations

• 2. An urgent need exists, seeking competition would 2. An urgent need exists, seeking competition would unduly delay awardunduly delay award

• 3. Sole Source due to logical follow-on, in the 3. Sole Source due to logical follow-on, in the interest of economy/efficiencyinterest of economy/efficiency

• 4. Highly specialized requirement and only one 4. Highly specialized requirement and only one contractor is capablecontractor is capable

Competitive Task Order Competitive Task Order Selection ProcessSelection Process

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Section 01004Section 01004 of the Contract: of the Contract:

• Task Order Award (DD 1155)Task Order Award (DD 1155)

• Notifications of Award / Unsuccessful FirmsNotifications of Award / Unsuccessful Firms

• Performance Bonding Performance Bonding

• Notice -To -ProceedNotice -To -Proceed

Competitive Task Order Competitive Task Order Selection ProcessSelection Process

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Small Business Pre-Proposal Small Business Pre-Proposal ConferenceConference

Notice-To-Proceed (NTP)Notice-To-Proceed (NTP)

Standard Operating Standard Operating Procedures (SOP)Procedures (SOP)

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1.1. When performance and payment bonds are received in Contracting When performance and payment bonds are received in Contracting Division from the contractor, the bonds will be forwarded to Office of Division from the contractor, the bonds will be forwarded to Office of Counsel (OC) for review and approval. After the bonds are approved by Counsel (OC) for review and approval. After the bonds are approved by OC, the specialist will notify (by e-mail) the Resident Office, Area OC, the specialist will notify (by e-mail) the Resident Office, Area Office and PM.Office and PM.

2.2. After the field office notifies Contracting Division of the After the field office notifies Contracting Division of the datedate the NTP the NTP should be should be issuedissued, the Notice To Proceed (NTP) letter will be prepared , the Notice To Proceed (NTP) letter will be prepared and forwarded to the field for the Pre-Construction meeting.and forwarded to the field for the Pre-Construction meeting.

3.3. The contractor acknowledged signature and imprinted date, is the The contractor acknowledged signature and imprinted date, is the official NTP dateofficial NTP date. Day 1 for contractor performance is the next . Day 1 for contractor performance is the next business daybusiness day afterafter the official acknowledged date. the official acknowledged date.

NTPNTP SOPSOP

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Administrative Contracting Officers (ACO’S) and Contracting Officer Administrative Contracting Officers (ACO’S) and Contracting Officer Representatives (COR’s), will be appointed for each construction task order. Representatives (COR’s), will be appointed for each construction task order. They will be appointed to utilize the same general inherent authorities, policies They will be appointed to utilize the same general inherent authorities, policies and procedures currently in place for construction contract administration within and procedures currently in place for construction contract administration within the South Atlantic Division. Reference Contract Administration Manual for the South Atlantic Division. Reference Contract Administration Manual for Construction Contracts, as cited below.Construction Contracts, as cited below.

SASADDDM -1110-1-1DM -1110-1-1 http://www.sam.usace.army.mil/cd/SAD/DM1110-1-1/dm1110-1-1.htm

SASAMMDM -1110-1-1DM -1110-1-1 http://www.sam.usace.army.mil/cd/dm1110-1-1/dm1110-1-1.htm

Post Task Order Post Task Order Award Field ActivitiesAward Field Activities

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Changes within the scope of an existing Task Order Award may be made by Changes within the scope of an existing Task Order Award may be made by modification issued either by the PCO (Procuring Contracting Officer) or the ACO modification issued either by the PCO (Procuring Contracting Officer) or the ACO using the contingency funds. All Task Order Modifications will be executed utilizing using the contingency funds. All Task Order Modifications will be executed utilizing the SF30 form. the SF30 form.

All paymentsAll payments shall be made using the ENG Form 93 in CEFMS. The payment terms shall be made using the ENG Form 93 in CEFMS. The payment terms for CONUS task orders are 14 days. Prompt payment certificates shall be required for for CONUS task orders are 14 days. Prompt payment certificates shall be required for all task order payments, as is the case for all construction contract payments.all task order payments, as is the case for all construction contract payments.

"7.2 In accordance with FAR 36.201, the Contractor's or Contractors' performance "7.2 In accordance with FAR 36.201, the Contractor's or Contractors' performance will be evaluated upon completion of each Task Order of $500,000 or more; at the end will be evaluated upon completion of each Task Order of $500,000 or more; at the end of the Base Contract period; and at the end of each Option Period. As an alternative, of the Base Contract period; and at the end of each Option Period. As an alternative, the Contractors' performance may be evaluated upon completion of work on several the Contractors' performance may be evaluated upon completion of work on several small Task Orders with a combined total dollar value of $500,000 or more. Interim small Task Orders with a combined total dollar value of $500,000 or more. Interim evaluations may be prepared at any time during contract performance when evaluations may be prepared at any time during contract performance when determined to be in the best interests of the Government. The individual Task Order determined to be in the best interests of the Government. The individual Task Order evaluations will be prepared by the COR, with Contracting Officer approvals required evaluations will be prepared by the COR, with Contracting Officer approvals required for any ratings of Marginal and Unsatisfactory (Interim and Final) and Outstanding for any ratings of Marginal and Unsatisfactory (Interim and Final) and Outstanding (Final).(Final).

Task Order ContractingTask Order Contracting

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Ongoing construction will be inspected and administered Ongoing construction will be inspected and administered (business as usual) by the ACO/COR team. (business as usual) by the ACO/COR team.

Each contract includes provisions in case of Each contract includes provisions in case of non–respondingnon–responding or or non-performingnon-performing contractors within a given pool, as well as contractors within a given pool, as well as allow for the re-soliciting of a requirement within a pool if the allow for the re-soliciting of a requirement within a pool if the task order contractor fails to adequately perform.task order contractor fails to adequately perform.

Task Order ContractingTask Order Contracting

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Installation AccessInstallation Access

• Poor planning on your part does not constitute an emergency on our Poor planning on your part does not constitute an emergency on our part. Get your access requests in as early as possible!!!part. Get your access requests in as early as possible!!!

• Installation access is controlled by the Security Forces/Provost Installation access is controlled by the Security Forces/Provost Marshall of each particular installation. The Corps has no jurisdiction Marshall of each particular installation. The Corps has no jurisdiction or authority in these processes. Most installations will not issue or authority in these processes. Most installations will not issue contractor badges for a period exceeding one year. Most badges are contractor badges for a period exceeding one year. Most badges are renewable for up to one year at a time. renewable for up to one year at a time.

• Contact your POC’s at the respective Area/Resident Offices for Contact your POC’s at the respective Area/Resident Offices for Installation specific guidance.Installation specific guidance.

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Area/Resident Office POC’sArea/Resident Office POC’s

South Alabama Area OfficeSouth Alabama Area OfficeArea Engineer: Area Engineer: Andy AdamsAndy Adams (334) 255-3444(334) 255-3444Ft. Rucker Resident Engineer: Ft. Rucker Resident Engineer: Steve Mlecik Steve Mlecik (334) 255-3612(334) 255-3612Maxwell AFB Resident Engineer: Maxwell AFB Resident Engineer: Jerry Abernathy (334) 953-7028Jerry Abernathy (334) 953-7028

Gulf Coast Area OfficeGulf Coast Area OfficeArea Engineer: Area Engineer: John Rollyson John Rollyson (850) 609-0111(850) 609-0111Eglin AFB Resident Engineer: Eglin AFB Resident Engineer: Christine Boziak Christine Boziak (850) 882-7024(850) 882-7024Hurlburt Field Resident Engineer: Hurlburt Field Resident Engineer: Joey Walker Joey Walker (850) 884-6491 (850) 884-6491 Tyndall AFB Resident Engineer: Tyndall AFB Resident Engineer: Vacant Vacant (850) 283-2795 (850) 283-2795

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RMS and QCSRMS and QCS

• The Corps’ Resident Management System (RMS) and Quality Control The Corps’ Resident Management System (RMS) and Quality Control System (QCS) will be used on all task orders.System (QCS) will be used on all task orders.

• These systems are used to transfer data back and forth from the Corps These systems are used to transfer data back and forth from the Corps and the prime contractor.and the prime contractor.

• Examples of the data transmitted are schedules (in SDEF format), pay Examples of the data transmitted are schedules (in SDEF format), pay requests, submittals, deficiency lists, punch lists, daily quality control requests, submittals, deficiency lists, punch lists, daily quality control reports.reports.

• Mobile District RMS/QCS POC:Mobile District RMS/QCS POC:

Gary Browder (251) 690-2916, Gary Browder (251) 690-2916, [email protected]@sam.usace.army.mil

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Example FormsExample FormsPayment Estimate Payment Estimate ENG 93ENG 93

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Example FormsExample FormsModification Form Modification Form SF-30SF-30

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Example FormsExample FormsContractor Contractor Performance Performance Evaluation DD-2626Evaluation DD-2626

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CONSTRUCTIONCONSTRUCTIONTask Order ContractingTask Order Contracting

Close Out ActivitiesClose Out Activities

Joint MATOC Contractors Joint MATOC Contractors ConferenceConference

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Close-Out ProceduresClose-Out Procedures

ACO/COR should verify that work has been completed and must ACO/COR should verify that work has been completed and must complete a complete a performance evaluationperformance evaluation before task order closeout is before task order closeout is finalized.)finalized.)

1.1.   ACO/COR request final ENG 93 Payment Estimate from the ACO/COR request final ENG 93 Payment Estimate from the contractor, in order to process final payment.contractor, in order to process final payment.

2.2. Final acceptance of work (including final payments) will be Final acceptance of work (including final payments) will be indicated by signature of the ACO and using the Mobile District’s indicated by signature of the ACO and using the Mobile District’s established “STATEMENT OF PROCEDURES FOR established “STATEMENT OF PROCEDURES FOR CONTRACT CLOSE-OUT”.CONTRACT CLOSE-OUT”.

Joint MATOC Contractors Joint MATOC Contractors ConferenceConference

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OPEN FLOOROPEN FLOOR DISCUSSIONS!!!DISCUSSIONS!!!

--------------------------QUESTIONS???QUESTIONS???

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Introductions/WelcomeIntroductions/Welcome

FY09 Task Order FY09 Task Order Competition Competition ProjectionsProjections─ (What, Where, When, (What, Where, When,

Value, etc.)Value, etc.)

Section 803 Discussion Section 803 Discussion on MATOCson MATOCs─ (Fair Opportunity)(Fair Opportunity)

Morning AgendaMorning Agenda

8(a) Regional MATOC $250M8(a) Regional MATOC $250MGulf Coast AreaGulf Coast AreaMay be used throughout SAD May be used throughout SAD BoundariesBoundaries

NORTH REGION

SOUTH ALABAMA REGION

CENTRAL/SOUTH FLAREA

GULFCOASTAREA