Task Order Number:
COMMITS NexGen Tracking Number:
1. Contracting Officer Representative (COR):
a. Primary COR
Phone No/Fax No.:
b. Alternate COR
Phone No./Fax No.:
2. Task Order Title: (A short, descriptive title of the work to be done.)
SECTION A - SOLICITATION/TASK ORDER FORM
OF 347 is preferred. At a minimum the task order form must contain:
- Contract No.
- Task order No.
- Date Issued
- Issuing office
- Proposal due date and address (if different from issuing office)
- POC name and telephone for information
- Name and address of contractor offeror
- Government Ordering Officer Name (Print and Signature) and Date
- Offeror Person authorized to sign (Print and Signature) and Date
SECTION B - SUPPLIES OR SERVICES AND PRICES/COST
- Include appropriate pricing tables based on the selected task order type.
SECTION C – PERFORMANCE BASED WORK STATEMENT
- Background: Provide a current environment description: Examples of items that normally would be included are: number of users, performance levels, hardware/software configuration, examples of labor categories, current workload projections. Provide reasons why this effort is required, any parallel efforts, current or prior procurements, task orders, other agency activities and/or industry efforts. If the project relates to project solutions already accomplished or ongoing through other procurement vehicles, so state. If supporting documents exist and can assist the contractors' understandings of the requirements attach a copy to the PWS.
(Information included in the Project Agreement can reiterated used here.)
- Statement of Objectives: A concise overview of customer requirements and problems in need of solution and goals towards the performance results of the task order.
- Specific Tasks: Office of Federal Procurement Policy (OFPP) guidance on solution and/or performance-based work statements is as follows: The solution and/or Performance Work Statement (PWS) describes the customers' requirements the contractor must meet in performance of the task order contract. The (PWS) will address what the customer needs -- not how the project should be accomplished. It must also specify a measure or standard of performance for the required results and the quality level the government requires the contractor to provide.
- Identify only those outcomes that are essential to project success and should be a part of the performance requirement summary. Express the required outcomes in clear, concise, commonly used, understandable, measurable terms. Do not repeat material in the PWS that is already included in other parts of the task order. Do not include detailed procedures that dictate how work is to be accomplished by the contractor (e.g., numbers of labor hours, education requirements).
To the maximum extent practicable, the PWS must be a stand-alone document, with minimum references to regulations or other guidance. Only mandatory requirements should be referenced. In summary, the key elements of performance based work statements are:
- a statement of the required services in terms of outcome or output,
- measurable performance standard for the outcomes/output, and
- reasonable quality measures.
- Alternate Process: Based on the customer’s Project Agreement and statement of need, Contractors can, as part of their solution, provide the performance-based statement of work.
SECTION D - PACKAGING AND MARKING
- At a minimum, state any special requirements that exceed the contract requirement.
SECTION E - INSPECTION AND ACCEPTANCE
- Include the Quality Assurance Plan.
- Identify designated representative(s) who will inspect, and be responsible for, the review and acceptance of all deliverables under the task order prior to acceptance by the contracting officer identified in the task order via approving the Contractor’s invoice, unless other procedures are specified in the task order.
SECTION F - DELIVERIES OR PERFORMANCE **
- Period of performance: State beginning, completion and/or total performance in calendar days after the effective date of the task order, e.g., 180 calendar days after the task order effective date. Identify base period and options, if applicable.
- Deliverable/delivery schedule: Describe precisely the items to be delivered and the time period in terms of calendar days after task order award.
- Specify delivery of supplies, services, written documents, etc. (including required formats, delivery locations, and delivery schedules).
- Can be contractor determined as part of solution proposal. See alternative process in Section C above.
SECTION G - TO ADMINISTRATION DATA
- Identify Task Order Contracting Officer or delegated official.
- Specify billing instructions (invoice requirements, accounting office, number copies, ACH information, etc.).
SECTION H - SPECIAL TO REQUIREMENTS
- Provide any special instructions, conditions, notices, etc., applicable to the task order.
- Identify Government Furnished Equipment/Government Furnished Information (GFE/GFP)(with associated dollar amounts) and any limitations that will be provided to the contractor.
- Specify special security clearance requirements and the level of classified access required – indicate on DD-254 or other appropriate form incorporated into each task order requesting access to classified information.
- Indicate if exclusion on future task orders/contract is a possibility, i.e. conflict of Interest.
SECTION J - LIST ATTACHMENTS
- List any attachments referenced in the RFS, and attach award fee plan (if applicable).
SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS
- Tailor this section to identify the proposal format and submission instructions.
- Include technical, business management, past performance, key personnel, oral presentation and/or capability demonstration proposals requirements.
- Include cost/price proposal requirements.
- Ensure proposal submission requirements are linked to Section M evaluation criteria.
- Specify proposal drop-off address and number of copies
- Specify page limits, margins, size paper, line spacing, font size, preference for recycled paper, and soy based ink, etc.
- Specify whether or not an electronic copy of oral presentation slides and/or the written proposal are required.
- If written presentation/proposal documentation is required, the following is generally applicable:
- The technical/management portion must be separated from the cost/price portion.
- The technical/management portion should be limited to 50 pages or less.
- The cost/price portion shall generally be limited to 10 pages and include the completed form shown in Appendix G.
- Specify that contractor concerns over task order award evaluation process/selection decisions should be referred to the COMMITS NexGen Task Order Ombudsman.
- Specify that the ratings for each evaluation criterion will be provided to contractors at their debriefing (which may be followed up with a meeting to provide more specific details upon written request from the contractors).
- Notify contractors that no cost/price information other than that required in the subsequent table shall be provided unless otherwise indicated in the RFS. Any additional information requested by the TOCO shall be kept to a minimum to enable Contractors to minimize their bid and proposal costs.
- For all task orders, no certificate of current cost and pricing data is required since there is adequate price competition in accordance with FAR 15.804-3(b).
SECTION M - EVALUATION FACTORS FOR AWARD
- Indicate that the Government reserves the right to make award based on initial offers. State that TO award(s) will be made to the offeror(s) whose proposal is determined to best meet the needs of the Government after consideration of all factors -- provides the “best value.”
- “Best value,” is defined as the procurement process that results in the most advantageous acquisition decision for the Government and is performed through an integrated assessment and trade-off analysis between technical (e.g., past performance and business management approach) and cost/price factors.
- Caution offerors that in conducting the TO evaluation, the Government may use data provided by the offeror in its proposal as well as data obtained from other sources (e.g., Dunn and Bradstreet reports, DCAA audits, available industry market rates for labor and overhead, including previously awarded COMMITS NexGen TOs.) While the Government may elect to consider data obtained from other sources, the burden of providing thorough and complete information rests with the offeror.
- Task Order RFS’s must cite the evaluation criteria to be used to support proposal evaluation and TO award. State the evaluation criteria as broad concepts such as management, technical approach, quality, cost, or similar descriptors. The relative importance of each evaluation factor should be stated. Past performance and small business teaming arrangements shall be an evaluation factor in all COMMITS NexGen task orders unless otherwise authorized by the COMMITS NexGen Contracting Officer.
- List the evaluation factors in relative order of importance. Examples of evaluation factors that can be tailored for each TO competition includes the following:
- Technical Approach
- Management Approach
- Past Performance
- Oral Presentation
- Capability Demonstration/Benchmarking
- Team Arrangements