16PBGC19R0021-004__IT_O&M.pdf

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods:

(a) By completing items 8 and 15, and returning or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by letter or electronic communication, provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

E. IMPORTANT: Contractor is not is required to sign this document and return copies to the issuing office.

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT 1. CONTRACT ID CODE

2. AMENDMENT/MODIFICATION NUMBER 3. EFFECTIVE DATE 4. REQUISITION/PURCHASE REQUISITION NUMBER 5. PROJECT NUMBER (If applicable)

7. ADMINISTERED BY (If other than Item 6) CODE

STANDARD FORM 30 (REV. 11/2016)

Prescribed by GSA FAR (48 CFR) 53.243

FACILITY CODE

9A. AMENDMENT OF SOLICITATION NUMBER

9B. DATED (SEE ITEM 11)

10A. MODIFICATION OF CONTRACT/ORDER NUMBER

10B. DATED (SEE ITEM 13)

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers is extended. is not extended.

12. ACCOUNTING AND APPROPRIATION DATA (If required) copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NUMBER AS DESCRIBED IN ITEM 14.

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER NUMBER

IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation data, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15C. DATE SIGNED

15A. NAME AND TITLE OF SIGNER (Type or print)

16C. DATE SIGNED

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

PAGE OF PAGES

6. ISSUED BY CODE

8. NAME AND ADDRESS OF CONTRACTOR (Number, street, county, State and ZIP Code) (X)

CODE

15B. CONTRACTOR/OFFEROR

(Signature of person authorized to sign)

16B. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

Previous edition unusable

Continuation Page

Continued from Block 14...

â#¢ Attachment B ITIOSS O&M and DM&E Task Order PWS â#¢ Attachment C ITIOSS SharePoint Solutions Development Task Order PWS â#¢ Attachment D ITIOSS -TO1-QASP-SLAs â#¢ Attachment G Labor Categories_Pricing_Workbook SharePoint_Solutions_Development_TO - Updated cells

AD13/AD14

4. Section L Instructions to Offerors See Highlights for Changes

5. Section M Evaluation Factors See Highlights for Changes

See Questions and Answers posted on 14 August 2019 for more information. No further questions will be addressed

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Table of Contents

SECTION B SUPPLIES OR SERVICES AND PRICES/COSTS

B.1

SECTION H SPECIAL CONTRACT REQUIREMENTS

H.1 Key Personnel Qualification As a Reference

SECTION L INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L.1

SECTION M EVALUATION FACTORS FOR AWARD

M.1

PAGE 3 OF 49 16PBGC19R002116PBGC19R0021-004

SECTION B

SUPPLIES OR SERVICES AND PRICES/COSTS

B.1

PAGE 4 OF 49 16PBGC19R002116PBGC19R0021-004

B.1. DESCRIPTION OF SERVICES

The Contractor shall provide the personnel and services necessary to perform the effort described in Section C, the Statement of Work (SOW) resulting from this Request for Proposal No.

16PBGC19R0021 for Information Technology Technical Solutions Services and SharePoint

Technical Solutions.

B.2 GENERAL DESCRIPTION

The Contractor shall work with the Pension Benefit Guaranty Corporation (PBGC) to support the

IT Infrastructure Operations Support Services to include Business Process Support, Program/Process Management Support, along with general requirements such as Location of

Documents/Records, Cost Control, Maintenance of outages, Procedure work instruction and

Service Level Agreement matrixes. Additional requirements include IT Security Services, Test

Center Operations, Cloud Integration, SharePoint Solutions Development, End User services and

Development, Modernization and Enhancement (DME).

B.3 MINIMUM AND MAXIUMUM AMOUNTS

During the contract period performance (including any options exercised), PBGC shall place orders with the IDIQ contractor totaling a minimum of $500.00 over the life of the contract. The

Governments only Obligation is $500.00 to the awardee over the life of the contract and applies to each awardee.

B.4. PERIOD OF PERFORMANCE

PBGC anticipates a contractual period of performance of one (1) 12-month base period and (4)

12-month option periods. The expected period of performance is the following:

Base Period: November 1 2019 – October 31 2020

Option Year 1 November 1 2020 – October 31 2021

Option Year 2 November 1, 2021 – October 31 2022

Option Year 3 November 1 2022 – October 31 2023

Option Year 4 November 1 2023 – October 31 2024

*Note: The actual dates of the Period of Performance will be entered at the time of award.

Contract Type: A single or multiple award hybrid Cost Plus Award Fee and Firm Fixed Price

(FFP) type task order contract will be awarded for this effort. PBGC reserves the right to convert the Cost Plus Award fee (CPAF) contract into a Firm Fixed Price contract.

B.5 Pricing Schedule

Offeror shall provide a Cost Plus Award and Firm Fixed Prices for all base year and option year

CLINs. The Contractor shall propose a total cost. Offeror may offer and shall note any available discounts available as part of their proposal.

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PBGC has prepared a Labor Categories Pricing Workbook that contains an initial list of labor categories and CLINS. Each offeror must submit a detailed cost and pricing information for use in negotiating task orders under this IDIQ contract and task orders. At a minimum, this information must consist of labor rates for each labor category identified in Section J Attachment

E of Infrastructure Technical Services Labor Categories Workbook and Attachment F for the

Share Solutions Services Labor Categories Workbook.

The Offeror is required to provide the appropriate labor mix as a part of its proposal response and how may contractor personnel, which labor categories and the number of hours it will take to adequately staff the contract.

The offeror is required to prove loaded hourly rates including applicable wages, overhead costs, fringe, general and administrative expenses and the total cost based on the estimated hours provided. Include the rate and/or method of calculating these costs. Note: Profit should be excluded, the Offeror’s profit shall be captured in the Award Fee. The base fee is 0% and maximum award fee is 9%.

The total estimated or fixed amounts are rolled up from the Labor Categories Pricing Workbook to insert amounts for the appropriated Contract Line Items located in Schedule B. Vendors shall insert the proposed fee percentage in schedule B of the solicitation.

The total cost amount will be used for evaluation of cost realism and reasonableness. The offeror must identify if these rates are pre-approved by the cognizant government audit and provide evidence of the approval, and name the agency address, telephone number of the cognizant Auditor. In addition, the offeror must state if they have an approved accounting system for use on cost reimbursement contracts.

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BASE YEAR 11/01/2019 THROUGH

10/31/2020

ITEM SOW

SEC

TO DESCRIPTION

U/I QTY UNIT PRICES EXTENDED

PRICE

0001 C.2.1 1 Operations and Maintenance - Development Modernization and Enhancements

Award Fee % (_______) CPAF

LOT 1 $ $

C.2.2 1 End User Support Services and Disaster Recover/Continuity of Operations Planning (COOP) and Testing Execution FFP

MO 12 $ $

0003 NA 1 Other Direct Costs (ODC) not to exceed $250,000.00. ODC's if required and may include, but not limited to travel and travel related expense, hardware and software unique to and required in performance of task order projects and necessary supplies in support of the issued task order.

LOT 1 $ 250,000.00 $ 250,000.00

0004 C.2.8 2 SharePoint Solutions

TOTAL AMOUNT BASE YEAR

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OPTION YR

ONE

11/01/2020 THROUGH

10/31/2021

ITEM SOW

1001 C.2.1 1 Operations and Maintenance - Development Modernization and

Operations Planning (COOP) and Testing Execution FFP

MO 12 $ $

1003 NA 1 Other Direct Costs (ODC) not to exceed $250,000.00. ODC's if required and may include, but not limited to travel and travel related expense, hardware and software unique to and required in performance of task order projects and necessary supplies in support of the issued task order.

LOT 1 $ 250,000.00 $ 250,000.00

1004 C.2.8 2 SharePoint Solutions

TOTAL AMOUNT OPTION YEAR ONE

PAGE 8 OF 49 16PBGC19R002116PBGC19R0021-004

OPTION YR

TWO

11/01/2021 THROUGH

10/31/2022

ITEM SOW

2001 C.2.1 1 Operations and Maintenance - Development Modernization and

Operations Planning (COOP) and Testing Execution FFP

MO 12 $ $

2003 NA 1 Other Direct Costs (ODC) not to exceed $250,000.00. ODC's if required and may include, but not limited to travel and travel related expense, hardware and software unique to and required in performance of task order projects and necessary supplies in support of the issued task order.

LOT 1 $ 250,000.00 $ 250,000.00

2004 C.2.8 2 SharePoint Solutions

TOTAL AMOUNT OPTION YEAR TWO

PAGE 9 OF 49 16PBGC19R002116PBGC19R0021-004

OPTION YR THREE 11/01/2022 THROUGH

10/31/2023

ITEM SOW

3001 C.2.1 1 Operations and Maintenance - Development Modernization and

Operations Planning (COOP) and Testing Execution FFP

MO 12 $ $

3003 NA 1 Other Direct Costs (ODC) not to exceed $250,000.00. ODC's if required and may include, but not limited to travel and travel related expense, hardware and software unique to and required in performance of task order projects and necessary supplies in support of the issued task order.

LOT 1 $ 250,000.00 $ 250,000.00

3004 C.2.8 2 SharePoint Solutions

TOTAL AMOUNT OPTION YEAR THREE

PAGE 10 OF 49 16PBGC19R002116PBGC19R0021-004

OPTION YR FOUR 11/01/2023 THROUGH

10/31/2024

ITEM SOW

4001 C.2.1 1 Operations and Maintenance - Development Modernization and

Operations Planning (COOP) and Testing Execution FFP

MO 12 $ $

4003 NA 1 Other Direct Costs (ODC) not to exceed $250,000.00. ODC's if required and may include, but not limited to travel and travel related expense, hardware and software unique to and required in performance of task order projects and necessary supplies in support of the issued task order.

LOT 1 $ 250,000.00 $ 250,000.00

4004 C.2.8 2 SharePoint Solutions

TOTAL AMOUNT OPTION YEAR FOUR

PAGE 11 OF 49 16PBGC19R002116PBGC19R0021-004

SECTION H

SPECIAL CONTRACT REQUIREMENTS

H.1 Key Personnel Qualification As a Reference

PAGE 12 OF 49 16PBGC19R002116PBGC19R0021-004

Appendix I

Key Personnel Qualification (As a Reference)

For the IT Infrastructure Technical Services Solution Task Order;

1. Program Manager

Certifications:

Following certifications are desired:

• Project Management Professional Certification (Project Management Professional (PMP)

• ITIL V3 Foundation or better

• CompTIA Security Certification or better

Experience and Skills:

• 20 years of related experience leading and managing IT programs.

• 10 years of related experience leading and managing IT teams similar to PBGC size and scope, including service delivery contract, mission critical program, data center operations and Enterprise IT Services, including managing subcontractors

• Minimum 5 years of experience in managing contract performance similar to PBGC size and scope using Service Level Agreements (SLAs)

• Must have experience in managing 100 plus employee teams

• Experience establishing and implementing Project Management, IT Service Management

(ITSM) and IT security services

• Excellent oral and written communication skill

Education:

Bachelor of Science (B.S.) degree, or other equivalent bachelor’s degree from an accredited institution

2. Operation Manager a plus

• ITIL V3 Foundation or better

PAGE 13 OF 49 16PBGC19R002116PBGC19R0021-004

• 10 years of hands on IT service delivery experience in an environment similar in size and scope as PBGC

• 10 years of related experience leading and managing IT teams, including service delivery contract, mission critical programs, IT Infrastructure systems and solution development

• 10 years of experience developing, documenting and implementing ITIL processes

• Minimum 5 years of experience in managing performance via Service Level Agreements

(SLAs) and OLA

• 7 years of specific experience implementing continuous improvement initiatives in transforming and improving IT infrastructure services including experience in resource allocation and experienced with various methodologies such as Project Management, Continuous Service Improvement used to deliver and improve IT infrastructure services

• Must have experience in managing large size teams

• Experience in implementing ITMS tools

3. Security Manager

• CompTIA Security+

• ITIL V3 Foundation Certification

• Certified Assessment Professional (CAP)

• Certified Information Systems Security Professional (CISSP)

• Project Management Professional (PMP)

• Certified Ethical Hacker (CEH)

• Minimum 10 years of experience in Information Technology field

• Minimum 8 years of experience with Transmission Control Protocol (TCP)/IP or

Windows or Unix/Linux operating systems or network devices such as firewalls, gateways, proxies and similar IT devices.

• Minimum 5 years of specific experience in cyber security and managing security operations center (SOC) personnel in an environment similar to PBGC size and scope.

• Minimum 3 years of experience utilizing IT Security tools such as BigFix SCA, Splunk, Sourcefire, Symantec Antivirus, Tenable Nessus & Security Center in automating continuous monitoring tasks.

PAGE 14 OF 49 16PBGC19R002116PBGC19R0021-004

• Minimum 3 years of demonstrated experience in developing POAMs, gap analysis, vulnerabilities, and responding to audit findings, including the use of assessment and authorization management tool such as CSAM, RSA Archer, Exacta, or eMASS.

• Minimum 3 years specific experience in developing and documenting processes compliance with NIST 800-37, 800-53 Rev 3 and 4 security controls and NIST guidance in general including extensive knowledge of obtaining ATOs and developing system security plans.

• Excellent in oral and written communication skill.

4. Engineering Manager

• ITILv3 Foundation Certification

• CompTIA Security+ Certification

• 15 years of experience in IT technical program and project management.

• Extensive hands-on analytical and technical experience in IT Infrastructure and

Telecommunication Systems.

• Minimum 10 years’ specific experience in leading large, 50 or more, IT teams for IT

Infrastructure, LAN/WAN and IT cyber security solution, planning, design, development, implementation and improvement projects.

• Minimum 3 years’ specific experience in developing and implementing SharePoint solution online or on premise.

• Extensive experience managing teams in vulnerability management and remediation and

POAM projects.

• Proven experience in transition to Office 365, MS Active Directory domain migrations and data center consolidations

• Excellent in oral and written communication skill.

PAGE 15 OF 49 16PBGC19R002116PBGC19R0021-004

5. Service Desk Manager

Certificates:

• Help Desk Institute (HDI) Support Center Manager (HDI-SCM)

• Minimum ITIL V3 Foundation Level Certification

• Minimum 8 years of experience in IT technical environment size and scope similar to

PBGC IT environment.

• Minimum 5 years of experience as a Service Desk Manager in an environment similar to

PBGC end-users’ size and scope.

• Minimum 5 years of experience managing KPI, OLA and SLAs

• Minimum 3 years of experience with ITSM tool such as HP Service Manager or

ServiceNow

• Minimum 3 years of experience and knowledge in training of Service Desk agents in managing customer expectation, customer service and effective technical support.

institution or an additional eight (8) years of relevant experience is required.

6. Networking Operation Manager

• Cisco Routing and Switching Certified (CCNA)

• Minimum 15 years of operational and maintenance experience in Networking similar to

PBGC IT environment.

• 10 years of experience designing and implementing routing, switching, firewalls, proxy service,

• remote-access, load-balancing and IPAM

• 5 years of experience with architecture, design, implementation, maintenance of LAN

MAN, WAN, Internet networks and infrastructures

• 5 years of experience with architecture, design, implementation, maintenance of LAN

MAN, WAN and Internet networks and infrastructures

• 3 years of experience with telephony solution with PBX

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• 2 years of experience managing 24x7 NOC

Bachelor of Science (B.S.) degree, or other equivalent bachelor’s degree from an accredited institution or an additional eight (8) years of relevant experience is required.

7. ITSM & IT Infrastructure Monitoring & Report Manager

• ITIL V3 Foundation Certification

• DevOps Foundation

• 15 years of related experience in technical analysis, program and project management including analytical skills related to ITSM tolls

• 5 years of related experience leading and managing ITSM solution development including performing alternative analysis, requirements engineering, design and implementation.

• Minimum 4 years of experience identifying, implementing, reporting and managing

Service Level Agreements (SLAs) for IT Infrastructure.

• Minimum 4 years’ experience related to ITSM tolls such as ServiceNow or HP Service

Manager

For the SharePoint Solution Development and Support Technical Solution Task Order

Only

1. SharePoint Solutions Development and Support Manager

• Minimum 10 years’ experience in Information Technology

• Minimum 5 years’ experience developing solutions in SharePoint solutions for customer similar in size and scope to PBGC

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• Minimum 5 years of experience with HTML, CSS, JavaScript, XML, ASP.NET, SQL, JQuery, Bootstrap, SP Services.

• Minimum 1 year experience developing solutions in SharePoint on-line

• Knowledge of SharePoint administration and configuration

Understanding of SharePoint User Experience.

Experience with Microsoft PowerShell

Knowledge of the client-side object model, and the experience using REST APIs and

JavaScript object model.

• Knowledge of SharePoint designer and custom workflows, JQuery, CAML, custom web part, navigation, and branding & customization

PAGE 18 OF 49 16PBGC19R002116PBGC19R0021-004

SECTION L

INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L.1

PAGE 19 OF 49 16PBGC19R002116PBGC19R0021-004

INSTRUCTIONS, CONDITIONS AND NOTICES TO OFFERORS

L.1 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. The Contracting Officer will make their full text available upon request. 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 address:

https://www.acquisition.gov/

L.2 52.215-1 INSTRUCTIONS TO OFFERORS--COMPETITIVE ACQUISITION (JAN

2017) -INCORPORATED BY REFERENCE

L.3 PBGC- 52.215-7010 - SUBMISSION OF PROPOSALS-ELECTRONIC (JAN 2016)

The Offerors shall submit only electronic copies of the proposals.

(a) Proposals responding to this Request for Proposal (RFP) must be submitted electronically via the Pension Benefit Guaranty Corporation (PBGC) Secure Proposal site. Submission of proposals shall be accomplished by offerors using the procedures listed below:

1. Go to https://pbgc.leapfile.com.

2. Select “Secure Upload.”

3. Enter e-mail addresses for Contracting Officer and their designee and click “Start.”

4. Enter offeror contact information.

5. Enter offeror message and description of submission (this information will be included in notification sent to Contracting Officer and File Room Manager).

6. Click “Notification” checkbox to ensure offeror receives notification when proposal file is downloaded by Contracting Officer or File Room Manager.

7. Select upload method— “Regular” or “Enhanced.” “Regular” upload works with all browsers, while “Enhanced” upload works with Java enabled browsers.

8. Select proposal file (or files) to be submitted.

9. Press “Upload & Send” button. (b) Offeror will receive an automated system confirmation of successful proposal file upload, and an automated system e-mail notification when Contracting

Officer downloads proposal file.”

PAGE 20 OF 49 16PBGC19R002116PBGC19R0021-004

Points of Contact:

Primary Point of Contact:

Tony Pattillo, Contract Specialist

Pattillo.Tony@pbgc.gov

Secondary Point of Contact:

Roland Thomas, Contracting Officer

Thomas.Roland@pbgc.gov

L.4 PBGC-52.214-7004 QUESTIONS CONCERNING THE SOLICITATION (OCT 2004)

(a) All questions concerning this solicitation must be submitted in writing to the Primary and

Secondary Point of Contacts stated above for information about any aspect of the solicitation.

Prospective Offerors are warned against contacting any PBGC personnel outside the

Procurement Department prior to award of a contract resulting from this solicitation. If such a contact occurs and is found to be prejudicial to competing vendors, the vendor making such a contact may be excluded from award consideration.

(b) No information concerning this solicitation will be provided in response to telephone calls. All such requests must be submitted, in writing via electronic mail, as stated above.

Written inquiries will be answered in writing and provided to all Prospective offerors.

(c) Prospective Offerors are asked to submit their questions grouped by solicitation section and making reference to the particular paragraph. Questions must be submitted in writing, and are due at 08/05/2019 by 9:00AM EST. Any questions received after this date will not be answered before the solicitation closing date.

L.5 PBGC-52.215-0003 EXPENSES RELATED TO PROPOSAL SUBMISSION (OCT

2004)

The Government is not liable for any costs incurred by any Offerors in submitting proposals in response to this solicitation.

L.6.1 Reading Room

PBGC will establish a Reading Room to provide Offerors access to additional information not available with the solicitation except at PBGC on-site. This information is optional, and scheduling use of the Reading Room will be at the request and discretion of the Offeror. Reading

Room Instructions will be posted along with the solicitation. See Attachment N

PAGE 21 OF 49 16PBGC19R002116PBGC19R0021-004

L.7 PROPOSAL PREPARATION INSTRUCTIONS

PBGC anticipates awarding multiple IDIQs (up to four in total) and seeking to award each task order to the highest-quality proposal. The Offerors must address all the elements of the IDIQ factors of Phase I (Factor 1 – Corporate Capability and Experience, Factor 2 – Past

Performance, except for *Factor 3 Qualifications of Key Personnel) and of Phase II (Factor 1 –

IDIQ Contract Management Approach, Factor 2 – IT Infrastructure Technical Services Solution

Task Order, Factor 3 – SharePoint Solution Development and Support Technical Solution, and

Factor 4 – Business Proposal) to ensure the Agency may award each task order to the best offeror, offerors may bid on either task order or both. In either case, the Agency reserves the right to award a combined bid if doing so is justified by administrative savings and simplicity. Additionally, if a vendor only wishes to bid on one task order, they need not respond to the requirements of the other task order outlined in the task-order-specific performance work statement.

*Note: Offerors who only wish to be considered for one task order need only list qualifications of key personnel for that task order.

Offeror’s Proposals will be submitted and evaluated in two phases. Each Phase will be submitted in separate volumes at the same time and date in accordance with Block 9 of the Standard Form

33.

L.7.1 Phase I Submission

Phase I will be evaluated based on the following IDIQ criteria:

Factor 1: Corporate Capability and Experience

Factor 2: Past Performance

Factor 3: Qualifications of Key Personnel

Offerors must receive an adjectival rating of “Good” or higher for Factors 1 and 3 during Phase 1 in order to be evaluated in Phase II. Offerors without a record of relevant Past Performance

(Factor 2) or for whom information on past performance is not available will not be excluded in

Phase I unless they receive a rating lower than Good for Factor 1 or 3.

L.7.2 Format and Instructions for Preparation of Phase I Submission

Phase I submissions must be prepared in accordance with these instructions, providing all required information in the format specified. Failure by an Offeror to show compliance with these instructions may be grounds for exclusion of the Offeror from further consideration.

These instructions prescribe the format and approach to be used in the development and presentation of the Phase I submission. The instructions are designed to assure the submission of information is essential to understand and comprehensively evaluate each submission. The instructions permit the inclusion of data or information the Offeror deems pertinent.

Phase I submissions shall be prepared and submitted using the following format and page restriction instructions:

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1. use 8.5” x 11” size pages, single spaced

2. use 1” margins all around

3. text shall be 12-point font

4. each page shall be numbered consecutively and dated, identify the Offeror, and include the PBGC Solicitation number

5. Text that appears as part of a graphic or illustration may be no smaller than 10-point font.

6. PBGC will allow up to five (5) 11 x 17 pages to be used, in Phase I and Phase II each, for total of ten (10) pages as part of the complete proposal submission. These pages will count as single pages against the listed page limits, which remain in force. The

11 x 17 pages must be folded to fit 8.5 x 11. The 11 x 17 pages are to be used for charts, diagrams and graphics only.

The Offeror shall adhere to the following page limit restrictions and shall submit information exactly as follows:

Volume Factor Page Limit

I Factor 1: Corporate Capability and Experience

17 pages

I Factor 2: Past Performance 18 pages total

I Factor 3: Qualifications of Key

Personnel

24-page limit

3 pages per resume limitation.

A Transmittal letter, title page, table of contents and list of exhibits shall be provided. Each page shall be consecutively numbered within each section. The page limit does not include

Transmittal letter, title page, table of contents and list of exhibits. All other text will be counted towards the page limits.

L.7.2 Submission – Vendors are required to submit proposals for Phase I and II prior to solicitation closing date.

L.7.2.1 Phase I Submission Instructions

The Offerors must submit Volume I (Factor 1 Corporate Capability and Experience;

Factor 2 Past Performance and Factor 3 Qualifications of Key Personnel) for Phase I.

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Offerors should submit the following information in their Phase I submission:

1. Factor 1- Corporate Capability and Experience

2. Factor 2- Past Performance

3. Factor 3- Qualifications of Key Personnel

The Offeror shall organize the required information into the sections described above a single volume. Each section shall be developed in a manner so that it can be evaluated on its own without relying on any other section. The following paragraphs provide details about the specific information required under each section.

L.7.2.2 Transmittal Letter

A letter that formally transmits the Phase I submission may be included. This letter is not part of the Phase I submission.

L.7.2.3 Title Page

The title page should include, at a minimum, the following information:

• Offeror’s name and address

• Date of Phase I submission

• Solicitation number

L.7.2.4 Table of Contents and List of Exhibits

Provide a clear table of contents with page number references. Include a listing of the exhibits presented in the Phase I submission referencing the page number of each exhibit.

L.7.2.5 Section 1, Factor 1: Corporate Capability and Experience

The Offeror shall provide all necessary information regarding its corporate experience and its corporate capability to facilitate the Government’s determination of the Offeror’s viability for successful performance on this contract.

The offeror’s proposal shall address the following topics:

1. Present the corporate overview, history, and background of the Offeror executing contracts in similar in size and scope to the ITIOSS program. This may also include a description of the Offeror’s team (if the Offeror expects to propose teammates) and specifically for which area(s) of the PWS of the DM&E/O&M and SharePoint Task

Order(s) for which they may be responsible.

2. The Offeror/teaming partner shall provide a detailed description of the specific capabilities and corporate experience in providing similar/comparable work to that

PAGE 24 OF 49 16PBGC19R002116PBGC19R0021-004

outlined in all the service areas identified in the PWS for both of the DM&E/O&M and

SharePoint Task Order(s) Task Orders (in providing similar/comparable work.

3. Discuss the Offeror’s financial capability. The Offeror shall escribe all information deemed relevant to demonstrating its financial ability to complete the requirements of the

PWS. The Offeror is encouraged to provide corroborating evidence of such financial capability as part of this submission

L.7.2.6 Section 2, Factor 2: Past Performance

The Government is interested in references for current or completed contracts that use similar approaches and technology. The Offeror shall provide references for six (6) current and/or completed contracts that demonstrate recent and relevant past performance of similar size, scope and complexity on IT Infrastructure Technical Services, including both operations & maintenance and new system development tasks and relative service level performance.

Recent is defined as within the last three years. Relevant is defined as work similar in complexity, magnitude, and type to the work described in the PWS.

All past performance references for work performed by the Offeror must be for work that was performed as a prime contractor. In addition, if the Offeror is proposing to use a team structure for this program, up to two of the six past performance references may involve work performed by proposed subcontractors or teaming partners. The prime Offeror must still supply a minimum of four of the six past performance references. The teaming partners’ past performance references (if used) must be directly related to the role that has been assigned to them by the prime for this program. The teaming partners’ past performance references can be as either a prime contractor or subcontractor. If more than six (6) references are submitted, it shall be at the

Government’s discretion as to which will be used in evaluating past performance.

The teaming partner guidance provided above is relevant to any teaming arrangements proposed for this procurement. The Government’s experience has been that teaming arrangements can often be beneficial. Companies with broader, more general IT infrastructure experience can team with companies possessing relevant specialized experience. If, for example, a general IT infrastructure support company wanted to partner with a company bringing specific, proven, high-quality SharePoint solutions development and support experience , the Government strongly encourages but does not require that then two (2) of the past performance references be for that teaming partner with SharePoint-specific past performance. The teaming partner’s past performance references can be as either a prime or subcontractor.

The Offeror shall submit its past performance information as described below. The Offeror shall provide a reference description, which shall be included in the Offeror’s Phase I response submission and shall present the following information:

1. Client name (Federal Agency)

2. Type of Organization

3. Program or contract name

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4. Start and end dates of the contract, including any options

5. Contact information in the form of name, title, telephone number, e-mail and mailing address for:

a. Program Manager or COR, and

b. Contracting Officer

6. Contract value:

a. Initial award value

b. Value of any options exercised

c. Total value including all options

7. Contract type (e.g., performance-based, fixed price, cost reimbursement, T&M, etc.) for the engagement

8. A description of the work performed and how it is similar to this ITIOSS procurement in size and scope of services provided, including the number of users supported and technical architecture supported including the service level performance

9. Transition: indicate if a transition was required, and describe the approach employed and level of success achieved in terms of schedule and client satisfaction

10. Small business (SB) participation: indicate any SB participation goals established in the contract, and the level of achievement of those goals in actual execution

11. Indicate any performance issues or challenges faced, and discuss remediation actions employed and their degree of success

12. Where possible, PBGC intends to contact each reference provided and accepted to verify project scope, dollar value and obtain additional past performance information. PBGC may contact the references to assess the performance of the contractor and determine the applicability of the reference to the size and scope of the ITIOSS program. Any references that are not available for contact may be deemed as not being submitted; and

PBGC reserves the right to not consider such references.

PBGC may use past performance information obtained from other than the sources identified by the Offeror, including information in electronic systems such as PPIRS, CPARS, etc.

L.7.2.7 Section 3, Factor 3: Qualifications of Key Personnel

If an Offeror only wishes to be considered for award for one task order, please specify that at the beginning of the proposal and only include related key personnel for that task order.

The Offeror shall demonstrate the experience, qualifications and availability of personnel in resume form. Resumes are limited to three pages each and shall indicate the proposed job category within which the individual will perform. Appendix I “Key Personnel Qualification” is provided by PBGC as a reference. The Offeror may propose additional key personnel in support of its proposed Technical Solution. Each resume shall contain the following information:

• Company: Current company affiliation and location

• Education: Degree(s), School, Location of School, Major, and Year of Graduation

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• Job Title: Current & Proposed Job Title

• Professional Certification and Experience/Qualifications: Chronological description of experience and training as related to the ITIOSS program and the role in which the individual is proposed.

1. The Offeror shall address the Key Personnel proposed collectively represent the subject matter expertise of the Offeror (and its team members) to provide full coverage of the PWS-defined IT infrastructure service areas.

2. The Offeror shall address that Key Personnel are of a caliber and experience level that will enable them to serve as subject matter experts within their area of expertise.

3. The Offeror shall propose individuals with Experience commensurate with the position for which the Key Person is proposed

4. The Offeror shall propose individuals with Education and professional training/certifications commensurate with the proposed position

5. The Offeror shall propose individuals with Experience working for client engagements of similar scope, size, and mission to that of PBGC, performing the activities and responsibilities within the services areas identified in PWS.

6. The Offeror shall propose individuals with Experience working with client IT infrastructure environments of similar scope, size, and technology/product domains to that of PBGC.

If any proposed Key Personnel are not current employees of the Offeror or one of its team members, then the Offeror shall provide signed letters of intent (not included in page count) to accept employment for each of these individuals attached to his or her resume.

L.8 Phase II Submission

. Offerors must receive an adjectival rating of “Good” or higher for Factors 1 and 3 during Phase

1 in order to be evaluated in Phase II. Offerors without a record of relevant Past Performance

(Factor 2) or for whom information on past performance is not available will not be excluded in

Phase I unless they receive a rating lower than Good for Factor 1 or 3.

Phase II Evaluation Factors:

(1) IDIQ Contract Management Approach

(2) IT Infrastructure Technical Services Solution Task Order

(a) Sub-factor 1. Technical Approach

(b) Sub-factor 2. Small Business Subcontracting Plan

(3) SharePoint Solution Development and Support Technical Solution

(c) Sub-factor 1. Technical Approach

(d) Sub-factor 2. Small Business Subcontracting Plan

(4) Business Proposal

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L.8.1 Format and Instructions for Preparation of Phase II Submission

(a) Volumes. Offeror’s Phase II submission shall be made in four (4) separate volumes: (1) IDIQ

Contract Management Approach, (2) IT Infrastructure Technical Services Solution Task

Order (3) SharePoint Solutions Development Technical Solution Task Order, and (4)

Business Proposal.

(b) Format. The Phase II submission shall be prepared and produced using the following format:

1. use 8.5” x 11” size pages, single spaced

2. use 1” margins all around

3. text shall be no smaller than 12-point font

4. each page shall be numbered and dated, and identify the Offeror and the PBGC

Solicitation number

5. Text that appears as part of a graphic or illustration may be no smaller than 10-point font.

(c) PBGC will allow up to five (5) 11 x 17 pages to be used, in Phase I and Phase II each, for total of ten (10) pages as part of the complete proposal submission. These pages will count as single pages against the listed page limits, which remain in force. The 11 x 17 pages must be folded to fit 8.5 x 11. The 11 x 17 pages are to be used for charts, diagrams and graphics only.

The Offeror shall adhere to the following page limits and shall submit information exactly as follows:

Volume Factor Volume Title Page

Limits

I 1 IDIQ Contract

Management Approach

40 Pages

II 2 IT Infrastructure

Technical Services

Technical Solution Task

Order

70 Pages

III 3 SharePoint Solutions

Development Technical

Solution Task Order

30 Pages

IV 4 Business Proposal None

A Transmittal letter, title page, table of contents and list of exhibits shall be provided. Each page shall be consecutively numbered within each volume. The page limit does not include

Transmittal letter, title page, table of contents and list of exhibits. All other text will be counted towards the page limits.

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L.8.2 Content

The Offeror shall respond to each requirement identified in the PWS through an organized, concise, and clearly articulated discussion developed in compliance with the volume page limits and specific format requirements established in this section. Responses simply stating that the

Offeror understands the requirement and will comply (or similar) may be considered non-responsive and unacceptable.

The Offerors must submit Volume I (IDIQ Contract Management Approach) and may choose to submit Volume II (IT Infrastructure Technical Services Solution Task Order)

AND/OR Volume III (SharePoint Technical Solution Task Order). In other words, an

Offeror must provide required IDIQ information, but can decide to submit proposals on both Task ORDERS, or just one Task Order, as long as the appropriate information per

Volume is submitted. Task Order(s) will be issued concurrently with the IDIQ award.

Contract Type: The Government intends to issue hybrid firm-fixed-price and cost-plus award fee (CPAF) task order for the IT Infrastructure Technical Services Solution Task Order and a

Cost Plus Award Fee Task Order for the Share Point Technical Solution.

L.8.2.1 Volume I, Factor 1 – IDIQ Contract Management Approach

This volume shall contain sufficient information to enable the evaluators to make a complete analysis of the Offeror’s proposed approach to addressing the requirements of the overall PBGC

ITIOSS Program IDIQ contract. All available information pertaining specifically to the evaluation criteria shall be included, as well as any other information that the Offeror believes would demonstrate its ability to successfully accomplish the work.

1. The management approach shall describe the various processes, procedures, and methods to be employed at both the program and corporate levels in managing the project-oriented tasks approach in response to requirements described in both PWSs to ensure that all deliverables and performance metrics are fully met.

2. The offeror shall provide the degree of authority designated for the contractor’s on-site

Program team regarding contract performance and obligations.

3. The Offeror shall provide a management plan for how it intends to accomplish, administer, and manage the activities identified and described in the IT Infrastructure Technical Services

Solution Task Order and SharePoint Solution Development and Support PWSs of the ITIOSS

Program

4. The Offeror shall describe in detail the program organization and its relationship to corporate management, the Offeror’s relationship and partnership related to specialized SharePoint resources, experience and accomplishments, clearly establishing the roles and responsibilities

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assigned to each and identifying the level of autonomy at the project level as compared to decisions that must be referred to corporate management.

5. The Offeror shall address the Offeror’s Program-level Quality Assurance and Performance

Surveillance Plan, Configuration Management and Change Control Plan, Asset Management

Plan, and Reporting (COR, ITIOD Management).

6. The Offeror shall describe its approach to managing the ITIOSS Program, including responding to problems, request for change and program changes.

7. If the Offeror proposes subcontractors and/or teaming arrangements, the management approach shall explain to what extent the subcontractors and/or team members will be involved in the performance of the proposed tasks, identify the functional area for which they will be responsible, and describe how the Offeror will manage their participation

L.8.2.2 Volume II, Factor 2 – IT Infrastructure Technical Services Solution Task Order analysis of the Offeror’s proposed technical solution for the subject PWS. All available information pertaining specifically to the evaluation criteria shall be included, as well as any other information that the Offeror believes would demonstrate its ability to successfully accomplish the work. The Offeror is cautioned that any information submitted for subcontractors or team members may only be evaluated if a firm commitment with the team member or the individual is demonstrated by signed letters of intent, subcontracts, or teaming agreements (not included in page limits identified above). The Offeror shall submit the information in Volume II of the proposal in the following order:

L.8.2.2.1 Sub-factor 1 - Technical Approach:

The Offeror shall provide requirement identified throughout the PWS identified in the

PWS. The Offeror shall demonstrate in its response that it has a clear understanding of each specific requirement and its expected outcome. The Offeror shall ensure that each response is complete and comprehensive and exemplifies the Offeror’s ability to provide a complete and integrated solution to the full scope and depth of the PWS requirements. The

Offeror shall also address in its technical approach each deliverable requirement identified throughout the PWS. Major topics of discussion must include the Offeror’s:

1. Approach to Technical Services (Section 5 & 6 of PWS) to include the acquisition of all personnel, processes, and operating procedures required in implementing, operating and maintaining the PBGC IT Infrastructure through the Transition, and Steady State

Operation stages of the PWS.

2. Approach describing the advantages of the Offeror’s approach to addressing the life-cycle cost effectiveness, operational efficiency and risk mitigating aspects.

3. Approach to Transition, including a detailed schedule, organization, personnel, activities, and risk assigned to transition of services from the incumbent contractor to

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itself in accordance with Clause No. FAR 52.222-17. The offeror shall propose a set of SLAs for transition period. These SLAs shall be aligned with transition requirements, transition readiness and transition plan identified in Transition section of the PWS.

4. Approach to Performance Management, including a description of the Offeror’s approach to ensuring how it will meet the performance metrics defined in the

O&M/DME PWS. This should include technical management and quality assurance processes and procedures supported by automated tools to objectively collect, track, and report on actual performance against the established Service Level Agreements

(SLAs) and FFP required metrics.

5. Approach to providing Service Desk capability. In addition to the Approach to

Technical Services described above, the Offeror must specifically address how it proposes to provide the Service Desk capability in a manner other than by locating it on-premise.

6. Approach to providing DM&E capability. In addition to the Approach to Technical

Services described above, the Offeror must specifically address how it proposes to provide DM&E services in a manner that results in high quality solutions within the constraints of cost, schedule and functional requirements.

7. Any other pertinent information that the Offeror believes is necessary to describe how it will meet the technical requirements of the PWS.

L.8.2.2.2 Sub-factor 2 – SMALL BUSINESS SUBCONTRACTING PLAN

L.8.2.2.2.1 Note; For other than small businesses ONLY.

L.8.2.2.2.2 The plan must address how the Offeror will meet or the degree to which it plans to exceed the Government goal of 23% of the total task order value reserved for Small Businesses.

This is an overall small business goal, and the plan does not need to address multiple socio-economic categories.

L.8.2.2.2.3 The offeror’s proposal shall provide evidence supporting the offeror’s commitment to small business and information on its historical small business program utilization. This information shall address:

• Compliance with all terms and conditions of FAR 52.219-8, Utilization of Small Business Concerns (when required on recent contracts). This shall include procedures established to ensure timely payments to small business subcontractors. This clause is normally in most Federal contracts and is also applicable to small businesses. If not required in any recent contracts, the offeror shall so state.

• Compliance with terms and conditions of FAR 52.219-9, Small Business Subcontracting plan

(when required on recent contracts). If not required in any recent contracts, the offeror shall so state.

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• Actual small business utilization compared to small business participation goals identified in the approved subcontracting plan for each recent contract that included a subcontracting plan. Offerors shall identify the date of the last Individual Subcontracting Report (ISR)/Summary Subcontracting

Report (SSR). Offerors shall address achievement on each individual goal stated within the subcontracting plan including good faith effort if the goal was not achieved. If not required in any recent contracts, the offeror shall so state.

L.8.2.3 Volume III, Factor 3 – SharePoint Solutions Development Technical Solution Task

Order analysis of the Offeror’s proposed technical solution for the subject PWS. All available information pertaining specifically to the evaluation criteria shall be included, as well as any other information that the Offeror believes would demonstrate its ability to successfully accomplish the work. The Offeror is cautioned that any information submitted for subcontractors or team members may only be evaluated if a firm commitment with the team member or the individual is demonstrated by signed letters of intent, subcontracts, or teaming agreements (not included in page limits identified above). The Offeror shall submit the information in Volume II of the proposal in the following order:

L.8.2.3.1 Sub-factor 1 - Technical Approach:

The Offeror shall provide a detailed response to each requirement identified in the PWS. The

Offeror shall demonstrate in its response that it has a clear understanding of each…