20Q0021 Gender-Integrated Recruit Training Study.docx

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USMC Gender-Integrated Recruit Training Study Federal contract opportunity
Solicitation number
M95494-20-Q-0021
Issued by
United States Marine Corps

About this file

This solicitation requests quotes for a United States Marine Corps gender-integrated recruit training study. Public and private universities are invited to provide quotes for the base period of one year plus a six-month option period to complete the study requirements. Deliverables include interim reports, a draft final report, and a final report published in a peer-reviewed journal. The solicitation details requirements for the study approach, staffing approach, research experience, and price quote. Price and non-price factors will be evaluated, with study approach being most important, followed by staffing approach and research experience. Quotes are due by August 26, 2020, with award being made to the offer representing the best value based on the evaluation factors. Travel costs will be reimbursed separately at a not-to-exceed amount.

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M9549420Q0021

Section SF 1449 - CONTINUATION SHEET

ITEM NO
SUPPLIES/SERVICES
QUANTITY
UNIT
UNIT PRICE
AMOUNT
12
Months

Study Labor and Materials - Base Period

FFP

Contractor labor and materials required to execute the requirements of the Performance Work Statement.

FOB: Destination

PSC CD: B551

NET AMT

ITEM NO
SUPPLIES/SERVICES
QUANTITY
UNIT
UNIT PRICE
AMOUNT
1
Lot

Study Travel - Base Period

COST

Not-to-Exceed Reimbursable Travel. Travel will be reimbursed in accordance with Section 14.0 of the Performance Work Statement.

ESTIMATED COST

ITEM NO
SUPPLIES/SERVICES
QUANTITY
UNIT
UNIT PRICE
AMOUNT
6
Months
OPTION
Study Labor and Materials -Option Period

FFP

Contractor labor and materials required to execute the requirements of the Performance Work Statement.

NET AMT

ITEM NO
SUPPLIES/SERVICES
QUANTITY
UNIT
UNIT PRICE
AMOUNT
1
Lot
OPTION
Study Travel - Option Period

COST

Not-to-Exceed Reimbursable Travel. Travel will be reimbursed in accordance with Section 14.0 of the Performance Work Statement.

ESTIMATED COST

INSPECTION AND ACCEPTANCE TERMS

Supplies/services will be inspected/accepted at:

CLIN
INSPECT AT
INSPECT BY
ACCEPT AT
ACCEPT BY
0001
Destination
Government
Destination
Government
0002
Destination
Government
Destination
Government
1001
Destination
Government
Destination
Government
1002
Destination
Government
Destination
Government

DELIVERY INFORMATION

CLIN
DELIVERY DATE
QUANTITY
SHIP TO ADDRESS
DODAAC / CAGE
0001
POP 25-SEP-2020 TO

24-SEP-2021

N/A
N/A
0002
POP 25-SEP-2020 TO

24-SEP-2021

N/A
N/A
1001
POP 25-SEP-2021 TO

24-MAR-2022

N/A
N/A
1002
POP 25-SEP-2021 TO

24-MAR-2022

N/A
N/A

PERFORMANCE WORK STATEMENT

Performance Work Statement For USMC Gender-Integrated Recruit Training Study

Background:

This Performance Work Statement (PWS) provides information and requirements for a study regarding gender-integrated recruit training at the Marine Corps Recruit Depots (MCRDs).

0. While a number of reports and studies have examined options of gender-integrated training at the MCRDs, none to date have been conducted by a public or private university with a peer reviewed, published result. Examinations of this subject by entities inside the Department of Defense (DoD), while informative, have not benefited from an external review by a non-DoD affiliated entity.

0. The Marine Corps is committed to gender-integrated training to the greatest extent possible in accordance with relevant statutes. A specified task for the Commanding General of Marine Corps Combat Development Command (CG MCCDC) in the Marine Corps Force Integration Implementation Plan (MCFIIP) is to: “Develop a study plan that encompasses the entry-level training (ELT) transformation process, to include but not limited to, the extent and effectiveness of gender-combined recruit training and possible options to increase gender-integrated training during boot camp.” The end product of this effort supports accomplishment of this task.

Objectives and Scope:

0. Objective: Determine alternatives to the two recruit training approaches used by the Marine Corps. This study should examine both models of integrated recruit training occurring at MCRD Parris Island; the older, defacto integrated training wherein a female series (three platoons of female recruits) trains alongside a male company (six to eight platoons of male recruits), and the more recently developed model wherein a company of recruits has one female platoon and five male platoons.

0. Scope:

1. The focus of this study is to provide objective, data-driven recommendations for policy change to current Entry Level Training (ELT) models for Marine Corps recruits. The study should analyze combinations of gender integrated training and make recommendations for models which integrate genders to the greatest extent possible while continuing to train Marines to established standards. Specifically, the study should address the sociological effects to increased gender integration and consider training models which maintain the same level of discipline, physical fitness, attention to detail, and camaraderie.

1. Exploring alternatives will require synthesis of all previous reports and studies on gender-integrated training at the MCRDs. These reports and studies are listed in section 11.0 of this PWS. This may also require interviews with USMC leadership, subject matter experts and training cadre.

1. This study should examine gender-integrated training practices of other Services to determine if their methods are useful to the Marine Corps. It should examine and consider the metrics other Services use to measure success of their efforts and consider the utility of incorporating them into current USMC practices.

1. This study should examine both models of integrated recruit training occurring at MCRD Parris Island explained under the Section 2.0(a) above.

Assumptions and Major Factors for Consideration:

0. Assumptions

1. In the older, more frequently occurring, integrated training model, gender integrated training occurs at the Series (2-4 platoons) level and above. Recruit training platoons remain single gender.

1. In the newer integrated recruit training model, gender integrated training occurs at the Company level, but begins immediately upon assignment to a company. Recruit training platoons remain single gender.

1. In FY20 there are eight opportunities for the newer integrated training model to occur (wherein a company of recruits has one female platoon and five male platoons). It is estimated that FY21 will see a similar number of opportunities where the new model can be studied.

1. Overall accession targets for recruits is anticipated to remain static during the time period of this study. In addition, the number of female recruits undergoing recruit training is anticipated to remain static (est. 3,400/yr) in future years.

0. Major Factors for Consideration. The Marine Corps is committed to using an objective, data-driven approach to inform changes to existing policy guided by the results of non-DoD university research.

Methodology:

The Contractor’s study methodology shall include, at a minimum, examination of the current characteristics of Marine Corps recruit training, the justification the Marine Corps utilizes for its practices, identify alternative approaches from other Services and like organizations, determine whether alternative approaches can be implemented and what impacts, such as costs, are involved secondary to implementing alternative approaches.

Tasks:

The Contractor must develop and execute a strategy to effectively manage the requirements associated to this contract. The Contractor shall conduct a Kick-Off Meeting and provide Monthly Progress Reports, Trip Reports, and Meeting Minutes in accordance with PWS Section 7.

The Contractor shall perform the following tasks in support of the study:

0. Task 1 – Review existing gender-integrated training reports and studies. At a minimum, the study contractor shall review the references in Section 11(a) of this PWS.

0. Task 2 – Examine other Services’ ELT gender-integrated training practices and metrics used to measure effectiveness of these practices.

0. Task 3 – Determine alternatives to both existing USMC gender-integrated training models.

0. Task 4 – Recommend limited pilot projects to test identified Task 3 alternatives. For these projects, recommend measures of effectiveness for analysis.

0. Task 5 – Seek out viewpoints which differ from the methods the Marine Corps currently uses at ELT, ensure that all studied alternatives are considered.

0. Task 6 – Deliver final report and recommendations.

0. Task 7 – Publish the report in a peer-reviewed journal.

Period of Performance:

The period of performance shall consist of a one year base period and one six (6) month option.

Deliverables:

The Contractor shall provide one (1) electronic copy of each deliverable to the COR in accordance with the delivery schedule below. The COR will distribute the reports to the Study Lead and Project Officer in accordance with (IAW) MCO 3902.1D. Deliverables shall be provided in accordance with the guidelines specified in this PWS Section. All reports shall be written unless otherwise stated. The following table summarizes the deliverables under this requirement:

Task # / PWS Ref.
End Product/Description
Format
Due Date / Frequency
N/A / 7.0(a)
Kick-Off Meeting (Contractor briefing covering study plan)
Microsoft Word or Adobe PDF
Within 10 days of award
All / 7.0(b)
Monthly Progress Report
Microsoft Word or Adobe PDF
By the 10th Day of the Month / Monthly
All / 7.0(c)
Trip Report
Microsoft Word or Adobe PDF
Within five (5) days after trip / As required
All / 7.0(d)
Meeting Minutes
Microsoft Word or Adobe PDF
Within five (5) days after meetings/ As required
All / 7.0(f)
In-Progress Review (IPR) Agenda
Microsoft Word or Adobe PDF
At least three (3) working days prior to the IPR / As required
1 / 7.0(f)
Interim Report #1

(Task 1)

Microsoft Word
30 days after award
1 & 2 / 7.0(e)
IPR #1, Reports on Tasks 1 & 2
Microsoft Word or Adobe PDF
NLT 30 days after the submittal of Interim Report #1
2 / 7.0(f)
Interim Report #2

(Task 2)

Microsoft Word
To be completed at award
3 & 4 / 7.0(e)
IPR #2, Reports on Tasks 3 & 4
Microsoft Word or Adobe PDF
NLT 30 days after the submittal of Interim Report #2
3 / 7.0(f)
Interim Report #3

(Task 3)

Microsoft Word
To be completed at award
5 / 7.0(e)
IPR #3, Report on Task 5
Microsoft Word or Adobe PDF
NLT 30 days after the submittal of Interim Report #3
4 & 5 / 7.0(f)
Interim Report #4

(Tasks 4 and 5)

Microsoft Word
To be completed at award
6 / 7.0(g)
Draft Final Report
Microsoft Word
NLT than 105 days before end of period of performance.
6 / 7.0(e)
IPR on Draft Final Report
Microsoft Word or Adobe PDF
NLT 30 days after the submittal of the Draft Final Report
6 / 7.0(h)
Final Report
Microsoft Word and provided on CD
30 days after receipt of USMC written comments on the Draft Final Report

1. Kick-Off Meeting: A kick-off meeting and brief on the study plan shall be conducted by the Contractor no later than 10 business days after start. The Study Contractor shall coordinate this meeting with the COR ensuring that, at minimum, the Study Lead and Sponsor’s Project Officer. Study Advisory Committee (SAC) participation is highly recommended.

1. Monthly Progress Reports. Monthly progress reports shall be provided to inform the Government of study progress. Reports shall cover the previous month’s activities and the initial report shall be submitted the month following the issuance of the contract. Each monthly progress report shall contain the following data in the following format (next page).

1. Complete Title.

2. Executive Summary.

3. Contract Number.

4. Progress Report:

a. Objectives.

b. Marine Corps Project Officers.

c. Contracting Officer’s Representative.

d. Project Leader.

e. Principal contractors.

f. Work accomplished during the reporting period, including meetings and travel.

g. Work planned for the next 45 days including meetings and travel.

h. Report summary of trips, briefings, and meetings conducted during the reporting period.

i. Problem areas and recommended solutions.

5. Contract Schedule Status.

6. Financial Status Report (Travel only)*.

a. Total current funding for travel

b. Percent of funding expended.

c. Estimated cost to completion.

* These items are for cost type items.

1. Trip Reports: A report outlining the details of all trips shall include at a minimum; the listing of places visited, listing of all participants, and a summary of all relevant action and/or recommendations.

1. Meeting Minutes: The Contractor shall provide meeting minutes for Government review after all formal and informal meetings, interim report review meetings, IPRs and at other appropriate meetings as deemed necessary for the conduct of the study. Minutes shall include a listing of all participants and a summary of all relevant actions and/or recommendations.

1. In-Progress Reviews. IPRs are briefings that cover the results of the Contractor’s efforts on specific tasks, phases, or reports. These briefings shall be given by the Contractor to the TECOM Study Lead, Study Sponsor and COR. The proposed agenda for the IPR shall be delivered to the COR prior to the IPR. If the IPR includes any form of teleconferencing, the brief shall be provided to the COR for distribution in accordance with the delivery schedule above. At a minimum, an in-progress review shall be proposed to coincide with each interim report proposed.

1. Interim Reports. Interim reports shall be provided at designated points during the study. The Government shall have up to 30 working days to accept the report deliverable from the day of submittal by the Study Lead. A minimum of four (4) interim reports shall be completed at appropriate intervals by the Contractor and provided during the course of the study. The reports shall be tied to the completion of the tasks. The reports shall be in the same format of the final report and shall, at a minimum, contain a summary of all documents or interviews used in research; initial findings; conclusions; and recommendations, with appropriate supporting data/information. The reports shall logically lead to the development of the draft final and final reports.

1. Draft Final Report (DFR). The DFR shall fulfill the same requirements as interim reports and shall lead to the logical development of the final report. The Government shall have up to 30 working days to accept the report deliverable from the day of submittal by the Study Lead. The DFR shall include:

1. An annotated, stand-alone executive brief package suitable for use with flag officers. The brief package which includes the background, methodology, major findings, courses of action, and recommendations for the study.

1. A one-page abstract that provides the major points and conclusions of the study, and a Standard Form (SF) 298, Report Documentation Page.

1. An executive (GO/SES Level) summary that includes background, methodology, major findings, courses of action, recommendations and/or conclusions. This document will not exceed two (2) pages in length.

1. Final Report. The final report shall be submitted to the COR within 30 days after receipt of Marine Corps comments on the DFR. The final report shall be provided electronically to the COR. Electronic submission shall be provided on CD, or other removable storage media, and transmitted electronically via email, or secure data transfer site, as approved by the COR. The Government shall respond within 45 days to inform study contractor of Government decision on the final report (i.e., studies requiring software/model development may have a longer review period). The final report shall include:

1. An annotated, stand-alone executive brief package suitable for use with flag officers. The brief package which includes the background, methodology, major findings, courses of action, and recommendations for the study.

1. A one-page abstract that provides the major points and conclusions of the study, and a Standard Form (SF) 298, Report Documentation Page.

1. An executive (GO/SES Level) summary that includes background, methodology, major findings, courses of action, recommendations and/or conclusions. This document will not exceed two (2) pages in length.

Guidance

1. Microsoft (MS) Office 2016, Professional Edition, and Adobe products are approved for use in completing this study, including the deliverables. Any exceptions must be justified and approved by the COR prior to use. Electronic files for all interim, draft final and final reports must be provided in a Microsoft Office 2016 application. For the purposes of this PWS, electronic files are files that are e-mailed; also, the term CD is used generically and includes CD-R, CD-RW, DVD-R and DVD-RW. E-mailed files may not be greater than 10 megabytes; however, please note that the CD is the official final deliverable.

1. Only the Final Product, and products larger than 5 megabytes, are required to be delivered on CD. The Final Product shall be delivered via both MS Office 2016 applications and Adobe Acrobat. The purpose of the Adobe Acrobat delivery is to ensure that a copy of the Final Product is maintained in the Government’s contract records. All deliverables made using an MS Office 2016 application must be made such that the COR can pull excerpts as required from the documents delivered (do not deliver as read-only). NOTE: There is no prohibition against making pre-Final Product deliveries in Adobe as long as they are also made in an MS Office 2016 application.

1. Any assumptions required, in addition to those listed above, must be specifically approved by the Marine Corps and shall be clearly identified in each of the reports.

1. Supporting rationale must be provided for all findings and references cited.

1. All reports shall be unclassified FOR OFFICIAL USE ONLY. Delivered copy (ies) of the Final Products(s) shall include models, as developed per the study project, and be marked appropriately.

Place of Performance The majority of the work will be performed at the Contractor’s site, however various travel requirements may be necessary to support this PWS.

1. Local Travel. Local travel within the Washington, D.C. metropolitan area may be necessary. The Contractor shall not be reimbursed for local travel. Local travel is defined as within a 50-mile radius of where the services will be performed.

1. Non-local Travel. Non-local travel is anticipated to be required for three (3) contractors to travel from contractor-designated location to MCB Quantico, VA; Ft. Eustis, VA; Lackland Air Force Base in San Antonio, TX; and Pensacola, FL for approximately ten days each. Non-local travel is also required for two (2) contractors to travel from contractor-designated location to MCRD Parris Island, SC and MCRD San Diego, CA for approximately ten days each. There is no OCONUS requirement. Travel will also be required to the following entry level training sites in other Services: (1) Fort Benning in Columbus, GA (US Army); (2) Lackland Air Force Base in San Antonio, Texas (US Air Force); (3) Naval Station Great Lakes, Illinois (US Navy); and Cape May, NJ (US Coast Guard). Two (2) days will be necessary for travel to each location. The Contractor shall be reimbursed for all non-local travel. Non-local travel is defined as travel outside of a 50-mile radius of where the services are performed. The Contractor shall propose non-local travel as required in support of their technical approach to the tasks. All travel must be approved by the COR and be IAW USG Travel Regulations.

Data, Software and Intellectual Property Rights

1. All reports, materials (including training materials, interfaces, tools, works, and related items) and information, in whatever form, created, generated, or produced under this PWS shall become the property of the Marine Corps; therefore, the Marine Corps shall have the right to use, modify, reproduce, perform, display, release, or disclose such reports, materials and information, in whole or in part, in any manner, and for any purpose whatsoever, and to have or authorize others to do so.

1. All material provided to the U.S. Marine Corps shall be free of contractor/corporate markings, logos, slogans, trademarks, etc., as part of the deliverables, and all software deliverables shall, at a minimum, include: algorithms (with function descriptions), executable source codes, pseudo codes and unlimited rights for non-commercial and developmental items and copies of any licenses for purchased commercial software for all models. Data shall be sufficient, competent, and relevant to support the Contractor’s findings and be consistent with fact. Test and demonstration will be required as an additional task for models. Third-party proprietary applications will not be used unless otherwise agreed upon in writing by the Contracting Officer prior to the commencement of the work.

1. Contractor personnel receiving access to Government data through this effort must provide a signed nondisclosure statement prior to start of work. Third-party Non-Disclosure Agreements (NDA) between the Contractor and other contractors are required, if access to documents with contractor-restrictive markings is anticipated. These NDAs shall be negotiated between the Contractor and the contractor that applied the restrictive markings on the required data. A copy of the signed third-party NDA shall be provided to the COR before access to the documents is allowed. Reference Federal Acquisition Regulation (FAR) 9.505-4 “Obtaining access to proprietary information.” In addition, the following contract/task order certificate of non-disclosure (next page) shall be submitted and signed by all contractor personnel involved in this effort.

1. No data, materials, or other items created or provided expressly for this PWS shall be used by the Contractor for any purpose other than the support and performance under this PWS without the prior written permission of the Contracting Officer. The Contractor is obligated to protect from unauthorized use or disclosure all Government confidential or classified material and Government-owned proprietary data obtained in the course of performance of services under Government contract, as long as such data remains proprietary, confidential, or classified. Any information obtained in the course of duties, or the performance of services, under this contract including, but not limited to, information that may be made available for use that relates to the technical data, trade secrets, processes, operations, style of work, or apparatus, or to the technical data, statistical data, amount or source of any income, profits, losses, or expenditures of any person, firm, partnership, corporation, or association is included in this clause. Contract personnel shall not publish, divulge, disclose, or make known this information in any manner, or to any extent not authorized by Deputy Commandant, Combat Development and Integration (DC, CD&I).

References/Materials

1. References. The following documents/material shall be obtained by the study contractor during the literature search/data collection portion of this study effort:

1. Defense Advisory Committee on Women in the Services Annual Reports, 1968 to Present.

1. Evaluation of Gender Integration at Recruit Training Command Orlando Naval Training Center, Orlando, Florida;, Defense Equal Opportunity Management Institute, July 1992.

1. Presidential Commission on the Assignment of Women in the Armed Forces. Report to the President. 15 November 1992.

1. Attitudes Regarding the Assignment of Women in the Armed Forces: The Military Perspective. (Conducted for the Commission on the Assignment of Women in the Armed Forces, Roper Organization, Inc. September 1992.

1. New Opportunities for Military Women, Effects Upon Readiness, Cohesion, and Morale, RAND Corporation, 1997.

1. Gender Integration in Basic Training, GAO Testimony of Mark Gebick, Director, Military Operations and Capabilities issues, National Security and International Affairs Division, Before Subcommittee on Personnel, Committee on Armed Services, U.S. Senate, 1997.

1. Report of the Federal Advisory Commission on Gender-Integrated Training and Related Issues to the Secretary of Defense. (“Kassebaum Report”). 16 December 1997.

1. New Opportunities for Military Women: Effects Upon Readiness, Cohesion, and Morale. RAND Corporation., 1997.

1. Gender Integration in Basic Training: The Services are Using a Variety of Approaches, Government Accountability Office, 1997.

1. Congressional Commission on Military Training and Gender-related Issues—Final Report, (Blair Commission Report) vols. I-IV, July 1999.

1. The Status of Gender Integration in the Military: Analysis of Selected Occupations. RAND National Defense Research Institute, 2002.

1. Women in the Armed Forces: A Report by the Employment of Women in the Armed Forces Steering Group, 2002.

1. Mixed-Gender Basic Training: The U.S. Army Experience, 1973-2004. U.S. Army Training and Doctrine Command, 2008.

1. Challenge and Change in the Canadian Military: Gender and Diversity Issues. Canadian Forces Leadership Institute, 2004.

1. Women and Leadership in the Canadian Forces. Canadian Defence Academy Press, 2009.

1. Women in Ground Close Combat Roles: The Experiences of other Nations and a Review of the Academic Literature. Human Systems Group DSTL, 2009.

1. Transforming Traditions: Women, Leadership & the Canadian Navy 1942-2010. Canadian Defence Academy Press, 2010.

1. Women in Combat: Issues for Congress. Congressional Research Service (CSR) 08 November 2011.

1. Australian Human Rights Commission. Report on the Review into the Treatment of Women in the Australian Defence Force. Phase 1. 2011.

1. Australian Human Rights Commission. Report on the Review into the Treatment of Women in the Australian Defence Force. Phase 2. 2012.

1. Report to Congress on the Review of Laws, Policies and Regulations Restricting the Service of Female Members in the U.S. Armed Forces. Office of the Under Secretary of Defense Personnel and Readiness, February 2012.

1. An Analysis of Marine Corps Female Recruit Training Attrition. Center for Naval Analysis, December 2014.

1. Implications of Integrating Women into the Marine Corps Infantry. RAND Corporation, 2015.

1. Government Accountability Office, DoD is Expanding Service Opportunities for Women, but Should Monitor Long-Term Integration Progress, 2015.

1. Center for Naval Analysis, Options for Increasing Mixed-Gender Recruit Training in the Marine Corps, 2016.

1. Center for Naval Analysis, Assessment of Options to Increase Mixed-Gender Recruit Training in the Marine Corps, 2017.An Assessment of Options for Increasing Gender Integration in Air Force Basic Military Training, RAND Corporation, 2018.

1. Government Furnished Materials. The following documents/material shall be provided as Government furnished material by the Study Sponsor upon initiation of this study effort.

1. Secretary of the Navy Instruction 3900.39D Human Research Protection Program, 2006.

1. Marine Corps Order 3900.18 Human Research Protection Program, 2010.

1. Department of Defense Instruction (DODI) 3216.04 Protection Of Human Subjects And Adherence To Ethical Standards In DoD-Supported Research, 2011.NAVMC 3500.18C. ELT Training and Readiness Manual, 2013.

1. Joint Secretary of Defense and Chairman of the Joint Chiefs of Staff Memorandum: Elimination of the 1994 Direct Ground Combat Definition and Assignment Rule, 2013.

1. Chairman of the Joint Chiefs of Staff Information Memorandum: Women in the Service Implementation Plan, 2013.

1. Marine Corps Recruit Training Physical Training Playbooks (Male and Female), 2015.

1. Fragmentary Order 4 (Implementation) to Marine Corps Force Integration Campaign Plan, 2015.

1. MCRDSD Depot Order 1510.32A, 2016.

1. Marine Corps Order 1510.32F Recruit Training, 2016.

1. TECOM Order 1513 Recruit Training, 2016.

1. United States Army Training and Doctrine Command Regulation 350-6, Enlisted Initial Entry Training Policies and Administration, 2019.

1. MCRDPI Depot Order 1513.6G, 2019.

Protection of Human Subjects

1. The Contractor shall not commence performance of research involving human subjects that is covered under Code of Federal Regulations Title 32 (32 CFR) Part 219 or that meets exemption criteria under 32 CFR 219.101(b), or expend funding on such effort, until and unless the conditions of either the following paragraphs have been met in accordance with DFARS Clause 252.235-7004:

1. The Contractor furnishes the Human Research Protection Officer (HRPO), with a copy to the Contracting Officer, an assurance of compliance and Institutional Review Board approval and receives notification from the Contracting Officer that the HRPO has approved the assurance as appropriate for the research under the Performance Work Statement and also that the HRPO has reviewed the protocol and accepted the IRB approval for compliance with the DoD component policies. The Contractor may furnish evidence of an existing assurance of compliance for acceptance by the HRPO, if an appropriate assurance has been approved in connection with previous research. The Contractor shall notify the Contracting Officer immediately of any suspensions or terminations of the assurance.

1. The Contractor furnishes to the HRPO, a determination that the human research proposed meets exemption criteria in 32 CFR 219.101(b) and receives written notification from the Contracting Officer that the exemption is determined acceptable. The determination shall include citation of the exemption category under 32 CFR 219.101(b) and a rationale statement. In the event of a disagreement regarding the Contractor’s furnished exemption determination, the HRPO retains final judgment on what research activities or classes of research are covered or are exempt under the contract.

Coordinating Instructions

1. Study Sponsor: TECOM, Quantico, VA

1. Sponsor’s Project Officer: TBD, TECOM

1. Government Study Lead (GSL): Assistant Chief of Staff (AC/S) G-3, TECOM

1. Study Advisory Committee (SAC) Membership:

1. Head, TECOM Training Integration Branch (TIB) G-3

1. AC/S G-3, MCRD Parris Island, SC

1. AC/S G-3, MCRD San Diego, CA

Travel The Contractor may be required to travel in the performance of this contract and shall be responsible for making all necessary arrangements for its personnel.

Contractor Request and Approval of Travel:

The Contractor will coordinate travel arrangements with the Contracting Officer's Representative (COR). Any travel under this contract must be specifically requested in writing by the Contractor and approved by the Contracting Officer’s Representative (COR), prior to incurring any travel expense. The Contractor shall submit the written request to the COR at least five days in advance. The travel request shall include as a minimum, the following:

1. Contract number

1. Date, time, and place of proposed travel

1. Purpose of travel and how it relates to the contract

1. Contractor’s estimated cost of travel with a breakdown of the estimated costs of transportation, lodging, meals, and incidentals; and

1. Name(s) of individual(s) traveling.

The COR shall review and approve/disapprove (as appropriate) all travel requests submitted giving written notice of such approval or disapproval to the Contractor.

Travel Reimbursement: The Contractor shall adhere to FAR 31.205-46. The Contractor will not be reimbursed for travel expenses unless audited records for transportation contain evidence, such as original receipts, substantiating actual expenses incurred for travel. In no event will reimbursement exceed the published rates of common carriers.

The contract includes a not-to-exceed funding limitation for travel costs. When the Contractor expects total funding expended for reimbursable travel to reach 85 percent of the total funds available on the travel CLIN, the Contractor must notify the Contracting Officer and the COR and any other Government official identified by the Contracting Officer. The notice must state the estimated amount of additional funds required to continue performance for the period specified in the task order. The Contractor must not exceed or incur costs that exceed the amount of funding stated on the reimbursable travel CLIN. The Government is not obligated to reimburse the Contractor for otherwise reimbursable travel in excess of the funded amount stated on the reimbursable travel CLIN.

The Contractor is not obligated to continue performance of any reimbursable work under this Contract or otherwise incur costs for reimbursable travel in excess of the funded amount stated on the reimbursable travel CLIN unless the Contracting Officer notifies the Contractor in writing that the funded amount stated under the applicable reimbursable travel CLIN has been increased. In the event notification is made orally, such notification must be followed up in writing within two working days. No notice, communication, or representation from any person other than the Contracting Officer must affect the Government’s obligation to reimburse the Contractor.

Change orders must not be considered an authorization to exceed the funded amount stated under the reimbursable travel CLIN unless they contain a statement expressly increasing the funded amount of that reimbursable CLIN by a sufficient amount to cover the change order.

Contract Administration

DESIGNATION OF CONTRACTING OFFICER REPRESENTATIVE (COR):

The Contracting Officer has designated the person named below as the authorized COR for this Contract:

NAME:TBD
CODE:TBD
TELEPHONE:TBD
EMAIL:TBD

The COR will represent the Contracting Officer in the administration of technical details within the scope of this contract and will perform inspection and acceptance of all deliverables. The COR is not otherwise authorized to make any representations or commitments of any kind on behalf of the Contracting Officer or the Government. The COR does not have the authority to alter the Contractor's obligations or change the specifications in the contract or issue Task Orders. If, as a result of technical discussions, it is desirable to alter contract obligations or statements of work, a modification must be issued in writing and signed by the Contracting Officer. The COR is responsible for reviewing the invoices submitted by the Contractor and informing the Contracting Officer of areas where exceptions are to be taken. The COR authority is non-delegable. The COR may be personally liable for unauthorized acts.

AUTHORIZED CHANGES ONLY BY THE CONTRACTING OFFICER:

Except as specified in paragraph (b) below, no order, statement, or conduct of Government personnel who visit the Contractor’s facilities or in any other manner communicates with Contractor personnel during the performance of this contract shall constitute a change under the Changes clause of this contract.

(a) The Contractor shall not comply with any order, direction or request of Government personnel unless it is issued in writing and signed by the Contracting Officer, or is pursuant to specific authority otherwise included as a part of this contract.

(b) The Contracting Officer is the only person authorized to approve changes in any of the requirements of this contract and notwithstanding provisions contained elsewhere in this contract, said authority remains solely the Contracting Officer’s. In the event the Contractor effects any change at the direction of any person other than the Contracting Officer, the change will be considered to have been made without authority and no adjustment will be made in the contract price to cover any increase incurred as a result thereof. The address and telephone number of the Contracting Officers are:

NAME:Jessica L. Harker
TELEPHONE:703-604-0085
EMAIL:jessica.harker@usmc.mil

Enterprise Contractor Manpower Reporting Application (ECMRA) The contractor shall report contractor labor hours (including subcontractor labor hours) required for performance of services provided under this contract for the USMC Gender-Integrated Recruit Training Study via a secure data collection site. Contracted services excluded from reporting are based on Product Service Codes (PSCs). The excluded PSCs are:

(1) W, Lease/Rental of Equipment;

(2) X, Lease/Rental of Facilities;

(3) Y, Construction of Structures and Facilities;

(4) D, Automatic Data Processing and Telecommunications, IT and Telecom- Telecommunications Transmission (D304) and Internet (D322) ONLY;

(5) S, Utilities ONLY;

(6) V, Freight and Shipping ONLY.

The contractor is required to completely fill in all required data fields using the following web address: https://www.ecmra.mil.

Reporting inputs will be for the labor executed during the period of performance during each Government fiscal year (FY), which runs October 1 through September 30. While inputs may be reported any time during the FY, all data shall be reported no later than October 31 of each calendar year. Contractors may direct questions to the help desk, linked at https://www.ecmra.mil.

List of Attachments Contract Attachments:

1. USMC Studies Support Contractor Non-Disclosure Agreement

1. Performance Requirement Summary (PRS)

Solicitation Attachments:

(A) Deliverables Schedule

(B) Pricing Template

CLAUSES INCORPORATED BY FULL TEXT

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. Upon request, the Contracting Officer will make their full text available. 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/these address(es):

https://www.acquisition.gov

(End of provision)

52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address(es):

https://www.acquisition.gov

(End of clause)

CLAUSES INCORPORATED BY REFERENCE

52.203-2
Certificate Of Independent Price Determination
APR 1985
52.204-7
System for Award Management
OCT 2018
52.204-9
Personal Identity Verification of Contractor Personnel
JAN 2011
52.204-13
System for Award Management Maintenance
OCT 2018
52.204-16
Commercial and Government Entity Code Reporting
AUG 2020
52.204-18
Commercial and Government Entity Code Maintenance
AUG 2020
52.204-21
Basic Safeguarding of Covered Contractor Information Systems
JUN 2016
52.204-23
Prohibition on Contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab and Other Covered Entities.
JUL 2018
52.204-24
Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment.
DEC 2019
52.204-25
Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment.
AUG 2019
52.209-7
Information Regarding Responsibility Matters
OCT 2018
52.209-10
Prohibition on Contracting With Inverted Domestic Corporations
NOV 2015
52.212-1 (Dev)
Instructions to Offerors - Commercial Items. (DEVIATION 2018-O0018)
JUN 2020
52.212-2
Evaluation - Commercial Items
OCT 2014
52.212-3
Offeror Representations and Certifications--Commercial Items
JUN 2020
52.212-3 Alt I
Offeror Representations and Certifications--Commercial Items (JUN 2020) Alternate I
OCT 2014
52.212-4
Contract Terms and Conditions--Commercial Items
OCT 2018
52.217-5
Evaluation Of Options
JUL 1990
52.232-40
Providing Accelerated Payments to Small Business Subcontractors
DEC 2013
52.233-3
Protest After Award
AUG 1996
52.233-4
Applicable Law for Breach of Contract Claim
OCT 2004
52.245-1
Government Property
JAN 2017
252.203-7000
Requirements Relating to Compensation of Former DoD Officials
SEP 2011
252.203-7005
Representation Relating to Compensation of Former DoD Officials
NOV 2011
252.204-7004
Antiterrorism Awareness Training for Contractors.
FEB 2019
252.204-7008
Compliance With Safeguarding Covered Defense Information Controls
OCT 2016
252.204-7012
Safeguarding Covered Defense Information and Cyber Incident Reporting
DEC 2019
252.204-7015
Notice of Authorized Disclosure of Information for Litigation Support
MAY 2016
252.204-7016
Covered Defense Telecommunications Equipment or Services -- Representation
DEC 2019
252.204-7017
Prohibition on the Acquisition of Covered Defense Telecommunications Equipment or Services -- Representation
DEC 2019
252.204-7018
Prohibition on the Acquisition of Covered Defense Telecommunications Equipment or Services
DEC 2019
252.205-7000
Provision Of Information To Cooperative Agreement Holders
DEC 1991
252.211-7007
Reporting of Government-Furnished Property
AUG 2012
252.215-7008
Only One Offer
JUL 2019
252.226-7001
Utilization of Indian Organizations and Indian-Owned Economic Enterprises, and Native Hawaiian Small Business Concerns
APR 2019
252.227-7015
Technical Data--Commercial Items
FEB 2014
252.227-7037
Validation of Restrictive Markings on Technical Data
SEP 2016
252.232-7003
Electronic Submission of Payment Requests and Receiving Reports
DEC 2018
252.232-7010
Levies on Contract Payments
DEC 2006
252.243-7002
Requests for Equitable Adjustment
DEC 2012
252.244-7000
Subcontracts for Commercial Items
JUN 2013

52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE ORDERS--COMMERCIAL ITEMS (JUL 2020)

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to acquisitions of commercial items:

(1) 52.203-19, Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements (JAN 2017) (section 743 of Division E, Title VII, of the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. L. 113-235) and its successor provisions in subsequent appropriations acts (and as extended in continuing resolutions)).

(2) 52.204-23, Prohibition on Contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab and Other Covered Entities (Jul 2018) (Section 1634 of Pub. L. 115-91).

(3) 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment. (AUG 2019) (Section 889(a)(1)(A) of Pub. L. 115-232).

(4) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (Nov 2015).

(5) 52.233-3, Protest After Award (AUG 1996) (31 U.S.C. 3553).

(6) 52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004) (Public Laws 108-77 and 108-78 (19 U.S.C. 3805 note)).

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial items: (Contracting Officer check as appropriate.)

X (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (JUN 2020), with Alternate I (Oct 1995) (41 U.S.C. 4704 and 10 U.S.C. 2402).

____ (2) 52.203-13, Contractor Code of Business Ethics and Conduct (JUN 2020) (41 U.S.C. 3509).

____ (3) 52.203-15, Whistleblower Protections under the American Recovery and Reinvestment Act of 2009 (JUN 2010) (Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009.)

X (4) 52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards (JUN 2020) (Pub. L. 109-282) (31 U.S.C. 6101 note).

___ (5) [Reserved]

___ (6) 52.204-14, Service Contract Reporting Requirements (Oct 2016) (Pub. L. 111-117, section 743 of Div. C).

___ (7) 52.204-15, Service Contract Reporting Requirements for Indefinite-Delivery Contracts (Oct 2016) (Pub. L. 111-117, section 743 of Div. C).

X (8) 52.209-6, Protecting the Government's Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment. (JUN 2020) (31 U.S.C. 6101 note).

X (9) 52.209-9, Updates of Publicly Available Information Regarding Responsibility Matters (OCT 2018) (41 U.S.C. 2313).

____ (10) [Reserved]

____ (11)(i) 52.219-3, Notice of HUBZone Set-Aside or Sole-Source Award (MAR 2020) (15 U.S.C. 657a).

____ (ii) Alternate I (MAR 2020) of 52.219-3.

____ (12) (i) 52.219-4, Notice of Price Evaluation Preference for HUBZone Small Business Concerns (MAR 2020) (if the offeror elects to waive the preference, it shall so indicate in its offer) (15 U.S.C. 657a).

____ (ii) Alternate I (MAR 2020) of 52.219-4.

____ (13) [Reserved]

____ (14)(i) 52.219-6, Notice of Total Small Business Set-Aside (MAR 2020) (15 U.S.C. 644).

____ (ii) Alternate I (MAR 2020) of 52.219-6.

____ (15)(i) 52.219-7, Notice of Partial Small Business Set-Aside (MAR 2020) (15 U.S.C. 644).

____ (ii) Alternate I (MAR 2020) of 52.219-7.

X (16) 52.219-8, Utilization of Small Business Concerns (OCT 2018) (15 U.S.C. 637(d)(2) and (3)).

____ (17)(i) 52.219-9, Small Business Subcontracting Plan (JUN 2020) (15 U.S.C. 637(d)(4)).

____ (ii) Alternate I (NOV 2016) of 52.219-9.

____ (iii) Alternate II (NOV 2016) of 52.219-9.

____ (iv) Alternate III (JUN 2020) of 52.219-9.

____ (v) Alternate IV (JUN 2020) of 52.219-9.

____ (18) (i) 52.219-13, Notice of Set-Aside of Orders (MAR 2020) (15 U.S.C. 644(r)).

____ (ii) Alternate I (MAR 2020) of 52.219-13.

____ (19) 52.219-14, Limitations on Subcontracting (MAR 2020) (15 U.S.C. 637(a)(14)).

____ (20) 52.219-16, Liquidated Damages—Subcontracting Plan (Jan 1999) (15 U.S.C. 637(d)(4)(F)(i)).

____ (21) 52.219-27, Notice of Service-Disabled Veteran-Owned Small Business Set-Aside (MAR 2020) (15 U.S.C. 657f).

X (22) (i) 52.219-28, Post Award Small Business Program Rerepresentation (MAY 2020) (15 U.S.C. 632(a)(2)).

____ (ii) Alternate I (MAR 2020) of 52.219-28.

____ (23) 52.219-29, Notice of Set-Aside for, or Sole Source Award to, Economically Disadvantaged Women-Owned Small Business (EDWOSB) Concerns (MAR 2020) (15 U.S.C. 637(m)).

____ (24) 52.219-30, Notice of Set-Aside for, or Sole Source Award to, Women-Owned Small Business Concerns Eligible Under the Women-Owned Small Business Program (MAR 2020) (15 U.S.C. 637(m)).

____ (25) 52.219-32, Orders Issued Directly Under Small Business Reserves (MAR 2020) (15 U.S.C. 644(r)).

____ (26) 52.219-33, Nonmanufacturer Rule (MAR 2020) (15 U.S.C. 637(a)(17)).

X (27) 52.222-3, Convict Labor (JUN 2003) (E.O. 11755).

____(28) 52.222-19, Child Labor--Cooperation with Authorities and Remedies (JAN 2020) (E.O. 13126).

X (29) 52.222-21, Prohibition of Segregated Facilities (APR 2015).

X (30)(i) 52.222-26, Equal Opportunity (SEPT 2016) (E.O. 11246).

____ (ii) Alternate I (FEB 1999) of 52.222-26.

X (31)(i) 52.222-35, Equal Opportunity for Veterans (JUN 2020) (38 U.S.C. 4212).

____ (ii) Alternate I (JUL 2014) of 52.222-35.

X (32)(i) 52.222-36, Equal Opportunity for Workers with Disabilities (JUN 2020) (29 U.S.C. 793).

____ (ii) Alternate I (JUL 2014) of 52.222-36.

X (33) 52.222-37, Employment Reports on Veterans (JUN 2020) (38 U.S.C. 4212).

X (34) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act (DEC 2010) (E.O. 13496).

X (35)(i) 52.222-50, Combating Trafficking in Persons (JAN 2019) (22 U.S.C. chapter 78 and E.O. 13627).

____ (ii) Alternate I (MAR 2015) of 52.222-50 (22 U.S.C. chapter 78 and E.O. 13627).

X (36) 52.222-54, Employment Eligibility Verification (OCT 2015). (E. O. 12989). (Not applicable to the acquisition of commercially available off-the-shelf items or certain other types of commercial items as prescribed in 22.1803.)

____ (37)(i) 52.223-9, Estimate of Percentage of Recovered Material Content for EPA–Designated Items (MAY 2008) (42 U.S.C. 6962(c)(3)(A)(ii)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

____ (ii) Alternate I (MAY 2008) of 52.223-9 (42 U.S.C. 6962(i)(2)(C)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

____ (38) 52.223-11, Ozone-Depleting Substances and High Global Warming Potential Hydrofluorocarbons (JUN 2016) (E.O. 13693).

____ (39) 52.223-12, Maintenance, Service, Repair, or Disposal of Refrigeration Equipment and Air Conditioners (JUN 2016) (E.O. 13693).

____ (40) (i) 52.223-13, Acquisition of EPEAT® Registered Imaging Equipment (JUN 2014) (E.O.s 13423 and 13514).

____ (ii) Alternate I (OCT 2015) of 52.223-13.

____ (41)(i) 52.223-14, Acquisition of EPEAT® Registered Televisions (JUN 2014) (E.O.s 13423 and 13514).

____ (ii) Alternate I (JUN 2014) of 52.223-14.

____ (42) 52.223-15, Energy Efficiency in Energy-Consuming Products (MAY 2020) (42 U.S.C. 8259b).

____ (43)(i) 52.223-16, Acquisition of EPEAT®-Registered Personal Computer Products (OCT 2015) (E.O.s 13423 and 13514).

____ (ii) Alternate I (JUN 2014) of 52.223-16.

X (44) 52.223-18, Encouraging Contractor Policies to Ban Text Messaging While Driving (JUN 2020) (E.O. 13513).

____ (45) 52.223-20, Aerosols (JUN 2016) (E.O. 13693).

____ (46) 52.223-21, Foams (JUN 2016) (E.O. 13693).

X (47)(i) 52.224-3, Privacy Training (JAN 2017) (5 U.S.C. 552a).

____ (ii) Alternate I (JAN 2017) of 52.224-3.

____ (48) 52.225-1, Buy American--Supplies (MAY 2014) (41 U.S.C. chapter 83).

____ (49) (i) 52.225-3, Buy American--Free Trade Agreements--Israeli Trade Act (MAY 2014) (41 U.S.C. chapter 83, 19 U.S.C. 3301 note, 19 U.S.C. 2112 note, 19 U.S.C. 3805 note, 19 U.S.C. 4001 note, Pub. L. 103-182, 108-77, 108-78, 108-286, 108-302, 109-53, 109-169, 109-283, 110-138, 112-41, 112-42, and 112-43.

____ (ii) Alternate I (MAY 2014) of 52.225-3.

____ (iii) Alternate II (MAY 2014) of 52.225-3.

____ (iv) Alternate III (MAY 2014) of 52.225-3.

____ (50) 52.225-5, Trade Agreements (OCT 2019) 19 U.S.C. 2501, et seq., 19 U.S.C. 3301 note).

____ (51) 52.225-13, Restrictions on Certain Foreign Purchases (JUN 2008) (E.O.'s, proclamations, and statutes administered by the Office of Foreign Assets Control of the Department of the Treasury).

____ (52) 52.225-26, Contractors Performing Private Security Functions Outside the United States (OCT 2016) (Section 862, as amended, of the National Defense Authorization Act for Fiscal Year 2008; 10 U.S.C. 2302 Note).

____ (53) 52.226-4, Notice of Disaster or Emergency Area Set-Aside (NOV 2007) (42 U.S.C. 5150

____ (54) 52.226-5, Restrictions on Subcontracting Outside Disaster or Emergency Area (NOV 2007) (42 U.S.C. 5150).

____ (55) 52.229-12, Tax on Certain Foreign Procurements (JUN 2020).

____ (56) 52.232-29, Terms for Financing of Purchases of Commercial Items (FEB 2002) (41 U.S.C. 4505, 10 U.S.C. 2307(f)).

____ (57) 52.232-30, Installment Payments for Commercial Items (JAN 2017) (41 U.S.C. 4505, 10 U.S.C. 2307(f)).

X (58) 52.232-33, Payment by Electronic Funds Transfer—System for Award Management (OCT 2018) (31 U.S.C. 3332).

____ (59) 52.232-34, Payment by Electronic Funds Transfer—Other than System for Award Management (JUL 2013) (31 U.S.C. 3332).

____ (60) 52.232-36, Payment by Third Party (MAY 2014) (31 U.S.C. 3332).

____ (61) 52.239-1, Privacy or Security Safeguards (AUG 1996)…

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