Warning to Proposal Writers

Preparing winning proposals is one of the more important aspects of a government contractor’s business.  Unlike private sector business transactions that can be discussed and approved in short order, preparing a good proposal takes many hours and is the lynchpin of a government contractor’s business.  All company owners, proposal managers and writers should read GAO bid protest decision: CR/SWS LLC, GAO B-414766.2, Sept. 13, 2017. In that case the agency was buying a commercial item–integrated solid waste management services at an Air Force base.  The solicitation required offerors to submit a “technical proposal” that was to consist entirely of a “Mission Essential Contractor Services Plan” (MECSP). The proposal preparation instructions said:

Develop and submit a Mission-Essential Contractor Services Plan required IAW DFARS Provision 252.237-7024, Notice of Continuation of Essential Contractor Services.

That’s it. There were no supplemental instructions and no formatting or page limitations.

The solicitation said that the agency would evaluate proposals and select a contractor in a series of steps. The first step would be to evaluate the technical proposal (the Mission Essential Contractor Services Plan) for acceptability on a pass or fail basis.

The solicitation defined acceptable and unacceptable as follows:

Acceptable: Proposal clearly meets the minimum requirements of the solicitation.

Unacceptable: Proposal does not clearly meet the minimum requirements of the solicitation.

The solicitation said that only those offerors whose technical proposals (the Plan) were determined to be acceptable would move on to the next phase of the evaluation, which would entail a past performance/price tradeoff analysis and decision. The solicitation said that the agency planned to award without discussions.

The agency rated both the successful offeror’s and the protester’s plans to be acceptable. The successful offeror’s plan was less than 2 pages long. The protester’s plan was 14 pages long. The successful offeror won based on its lower price and past performance rating of “satisfactory confidence”.

The protester, which had a higher price but a better past performance rating, complained that the successful offeror’s plan did not address all the topics required by DFARS 252.237.7024 paragraphs (b)(2)(ii) and (b)(2)(iii), “time lapses” and “training issues”. The GAO agreed, sustained the protest, and recommended that the agency either reject the successful offeror’s proposal or conduct discussions, solicit revised proposals, and make a new source selection decision. It also recommended that the agency reimburse the protester’s costs of filing and pursuing the protest.

Yes, the agency was not smart. It did not take its own proposal preparation requirement seriously or plan its evaluation carefully. But the point to proposal writers is that proposal managers and writers better pay close attention when reading and complying with proposal preparation instructions. They better dissect each and every sentence and phrase and identify each and every submission requirement. Details matter.

Looking back at DFARS 252.237.7024 paragraph (b)(2), which specifies the topics that a Mission Essential Contractor Services Plan must “address”. How many are there? At first glance, there are five, specified in subparagraphs (i) through (v). But, in fact, there are many more than five. Here is a phrase-by-phrase analysis of what DFARS 252.237.7024, paragraph (b)(2), requires offerors to “address”;

  1. challenges associated with maintaining essential contractor services during an extended event;
  2. time lapse associated with:

2.1. the initiation of the acquisition of essential personnel

2.2. the initiation of the acquisition of essential resources

2.3. the actual availability of essential personnel on site;

2.4. the actual availability of essential resources on site;

  1. components for:

3.1. identification of personnel who are capable of relocating to alternate facilities

3.2. identification of personnel who are capable of performing work from home

3.3. training of personnel who are capable of relocating to alternate facilities

3.4. training of personnel who are capable of performing work from home

3.5. preparedness of personnel who are capable of relocating to alternate facilities

3.6. preparedness of personnel who are capable of performing work from home

  1. processes for:

4.1. identification of personnel who are capable of relocating to alternate facilities

4.2. identification of personnel who are capable of performing work from home

4.3. training of personnel who are capable of relocating to alternate facilities

4.4. training of personnel who are capable of performing work from home

4.5. preparedness of personnel who are capable of relocating to alternate facilities

4.6. preparedness of personnel who are capable of performing work from home

  1. requirements for:

5.1. identification of personnel who are capable of relocating to alternate facilities

5.2. identification of personnel who are capable of performing work from home

5.3. training of personnel who are capable of relocating to alternate facilities

5.4. training of personnel who are capable of performing work from home

5.5. preparedness of personnel who are capable of relocating to alternate facilities

5.6. preparedness of personnel who are capable of performing work from home

  1. any established alert procedures for mobilizing identified “essential contractor service” personnel
  2. any established notification procedures for mobilizing identified “essential contractor service” personnel
  3. approach for:

8.1. communicating expectations to contractor employees regarding their roles during a crisis.

8.2. communicating expectations to contractor employees regarding their responsibilities during a crisis.

There are 27 planning topics to be addressed, not just five.

Analyzing the requirements this way might accomplish three things.

  • First, it will ensure that your proposal addresses each and every proposal preparation requirement. Agency personnel are not always aware of just what their proposal preparation instructions require of offerors. Read the convoluted instructions in some of the RFPs floating around out there.
  • Second, it might alert complacent agency evaluators as to what they should be looking for in all proposals. This will give you a leg up if the competition has not been as thorough as you.
  • Third, if you lose, it might give your attorney a basis for assessing whether the agency adhered to its evaluation criteria and ammunition for a bid protest, as it did in CR/SWS LLC. The protester was more conscientious than both its competitor and the agency, and so it won the bid protest.