Addendum 1 - Section B to M for 70Z02324R77100001 V3.1.docx

Section B – Supplies or Services and Prices/Costs

B.1.0 GENERAL

This is a single award Indefinite Delivery Indefinite Quantity (IDIQ) contract to provide program management and technical support services to support all phases of the requirements generation process to include necessary analysis and requirements documentation as described in Section C. The Contractor shall provide all management, supervision, labor, and material necessary to perform these support services in accordance with issued Task Orders (TOs) under this IDIQ contract.

This contract is managed and administered by the United States Coast Guard.

B.2.0 ORDERING PERIOD

This IDIQ contract includes a base ordering period of one year with four one-year ordering periods. This is not a multi-year contract as defined in FAR Part 17.103. For more details, see Section F.

B.3.0 SCOPE

The following are the IDIQ Contract Line Item Numbers (CLINs) with corresponding types, whether Firm-Fixed-Price (FFP) or Cost Reimbursable (CR) for each ordering period.

-End of Section B-

Section C – Description/Specifications/Statement of Work

STATEMENT OF WORK

PROGRAM MANAGEMENT AND TECHNICAL SUPPORT SERVICES WITH CAPABILITIES RELATED DOCUMENTS AND CAPABILITY RELATED STUDIES FOR U.S. COAST GUARD HEADQUARTERS ASSISTANT COMMANDANT FOR CAPABILITIES (CG-7)

1 GENERAL.

1.1 SCOPE.

The contractor shall provide program management and technical support services to support all phases of the requirements generation process to include necessary analysis and requirements documents development. This includes delivery of any formal reports, studies, or documents deemed necessary in the execution of that programmatic support.

1.2 BACKGROUND.

The United States Coast Guard (USCG) is a multi-mission Armed Service within the Department of Homeland Security (DHS). Empowered with both Military and Law Enforcement authorities, the USCG is tasked with a myriad of responsibilities in order to safeguard the citizens of the United States and protect its interests domestically and abroad. Those responsibilities flow directly from the USCG’s eleven core missions:

1. Search and Rescue (SAR)

2. Counter Drug (CD)

3. Alien Migrant Interdiction Operations (AMIO)

4. Ports, Waterways, and Coastal Security (PWCS)

5. Aids to Navigation (AToN)

6. Living Marine Resources (LMR)

7. Marine Safety (MS)

8. Defense Readiness Operations (Def Ops)

9. Marine Environmental Protection (MEP)

10. Ice Operations (Ice Ops)

11. Other Law Enforcement (OLE)

Successful execution of these missions requires numerous operational and support capabilities. Maintaining those capabilities require ongoing analysis to support material and non-material approaches to fill current and future capability gaps. Additionally, the USCG must develop sound strategies to guide the employment of these capabilities in the operational environment.

Part of Assistant Commandant for Capabilities (CG-7) mission is to coordinate the assessment, analysis, and identification of Authorities, Capabilities, Competencies and Partnerships necessary to meet USCG mission (functional) requirements. The directorate oversees the development and management of a standardized, defendable, and repeatable process to generate and maintain USCG capability (operational) requirements in support of follow-on Acquisition Directorate (CG-9) acquisition activities. CG-7 also develops and maintains modeling and simulation tools and conducts robust analysis of the USCG System to improve the performance of all USCG missions.

CG-7 has a requirement to develop capabilities related documents and conduct capability related studies. The capabilities related documents are overseen by the Office of Requirements and Analysis’ (CG-771) Requirement Officers (RO) that team with and assist the sponsoring office with the development of mission analysis reports (MAR), capability analysis study plans (CASP), capability analysis reports (CAR), non-material change request (NMCR), mission needs statement (MNS), concept of operations (CONOPS), operational requirements documents (ORD), urgent operational need (UON) and operations policy development (OPD). The capability related studies are overseen by CG-771’s Analysis Officers (AO), which conducts select supporting analyses, assisting stakeholders in judging whether the proposed solutions and strategy offer sufficient operational benefit to warrant moving forward with the project. The level of analysis is based on the particular sponsor’s needs and may include quantitative analysis to evaluate and prioritize the alternatives. The combination of the capabilities related documents and studies will be used by Government personnel to identify the most cost effective capital investment strategies for the USCG.

This acquisition includes program management and technical support services via contract support to assist CG-7 with capabilities related documents and capability related studies. This contract is intended to provide analyses and assessments to support development, integration, implementation and/or fielding of new assets and systems as well as maintaining the operations of current capabilities. Analytical support efforts are focused on delivering reports, analyses, assessments, documents, and plans to address the mission needs, capabilities, and requirements of the USCG for a broad range of homeland security related disciplines. Final reports deliver analysis, assessments, and recommendations to be used in development of standardized, defendable, and repeatable processes to support follow-on USCG activities (e.g., acquisition, workforce planning) and optimize the operational effectiveness and safety of assets currently in service.

Ultimately, reports generated will assist the USCG with assessing capabilities to support improved performance and safety of all USCG missions. Conclusions and recommendations would be based on structured analysis and will allow USCG leaders to make informed decisions that best align Service capabilities with mission demands.

1.3 APPLICABLE DOCUMENTS.

1.3.1 COMPLIANCE DOCUMENTS.

The following documents provide specifications, standards, or guidelines that must be complied with in order to meet the requirements:

Federal Information Security Modernization Act of 2014, S.25-21- 113th Congress (2013-2014)

Personnel Vetting Program (Security Clearance, Suitability, and Credentialing), COMDTINST 5520.12(series)

· Security Education, Training, and Awareness (SETA) Program, COMDTINST M5528.1(series) Physical Security and Force Protection Program, COMDTINST M5530.1(series) Coast Guard Industrial Security Program, COMDTINST 5520.13(series) Coast Guard Operations Security (OPSEC) Program Manual, COMDTINST M5510.24(series) Classified Information Management Program, COMDTINST M5510.23(series) DHS Management Directive 11056.1 for Sensitive Security Information DHS Management Directive 11042.1 for Sensitive but Unclassified (FOUO) Information Cybersecurity Governance, COMDINST M5500.13(series) (FOUO) U.S. Coast Guard Configuration Management Policy, COMDTINST M4130.6(series) DHS Handbook for Safeguarding Sensitive Personally Identifiable Information, Privacy Policy Directive 047-01-007 U.S. Coast Guard Personal Property Management Manual, COMDTINST M4500.5(series)

1.3.2 REFERENCE DOCUMENTS.

The policy and instructions that CG-7 abides by for delivering capability related documents and studies will be helpful to the Contractor in performing the work described in this document:

· DHS Instruction 102-01-001, Acquisition Management

· DHS Instruction 102-01-004, AGILE Methodology for Software Development and Delivery for Information Technology

· DHS Instruction Manual 102-01-004-01, AGILE Methodology for Software Development and Delivery for Information Technology

· DHS Instruction 102-01-010, Level 3 Acquisition Management

· DHS Instruction Manual 107-01-001, Department of Homeland Security Manual for the Operation of the Joint Requirements Integration and Management System

· Major Systems Acquisition Manual (MSAM), COMDTINST M5000.10(series)

· Level 3 Non-Major Acquisition Program (NMAP), COMDTINST M5000.11(series)

· Coast Guard Operational Requirements Generation Manual, COMDTINST M5000.4(series)

· Coast Guard Required Operational Capabilities (ROC) and Projected Operational Environment (POE) Manual, COMDTINST 3501.26(series)

· Mission Analysis Policy, COMDTINST 5280.1(series)

The above reference documents are not all inclusive and encompassing and are considered fluid documents to be updated over the course of time.

1.3.3 TECHNICAL WRITING STANDARDS.

The Contractor’s methodology for technical writing and research principles, guidelines, and standards will be used to evaluate the quality of all interim and final deliverables. The set of technical writing and research principles, guidelines, and standards shall be equivalent to or exceed what is provided in the most recent edition of the following sources:

· Gerald J. Alred et al, Handbook of Technical Writing (New York: ST. Martin’s Press).

· Wayne C. Booth et al, The Craft of Research (Chicago: University of Chicago Press).

· Louis M. Kaiser and Randolph M. Pherson, Analytical Writing Guide, (Reston, VA: Pherson Associates LLC)

· Louis M. Kaiser, Writing Readable Sentences, (North Charleston, SC: CreateSpace Independent Publishing Platform).

· Richard Lauchman, Plain Language, A Handbook for Writers in the U.S. Federal Government (Rockville, Maryland: Lauchman Group).

· James S. Major, Communicating and Writing With Intelligence (Writing and Briefing for National Security) (London, United Kingdom: Rowman & Littlefield Publishing Group)

· Katherine M. Pherson and Randolph H. Pherson, Critical Thinking for Strategic Intelligence (Thousand Oaks, California: SAGE Publications).

· Plain Language.Gov, Federal Plain Language Guidelines Rev 1 2011, (Washington D.C.: United States of America).

2.1 REQUIREMENTS.

The following are representative tasks to be completed by the Contractor and further defined in the scope of each task order:

2.2 REQUIREMENTS GENERATION PRODUCTS.

The Contractor shall be required to deliver any and/or all of the following draft and final proposed requirements related products under this contract:

2.2.1 MISSION ANALYSIS REPORT (MAR). This product refers to the document of the results of ongoing mission analyses and supports initial acquisition strategies. The purpose of mission analysis is to assess the ability of the USCG to successfully carry out a specific mission in the future. The projected future mission is described as is the current mission gap and the impact of current deficiencies on operational effectiveness. Potential solutions are identified that would fulfill the mission requirements. A comparison is made between the current mission capability and its costs versus an estimated lifecycle cost range for potential alternatives. The Mission Analysis Policy (COMDTINST) 5280.1 (series) provides a template for this report.

2.2.2 CAPABILITY ANALYSIS STUDY PLAN (CASP). This product refers to the official notice to the DHS Joint Requirements Council (JRC) and stakeholders that a Sponsor is initiating a capability analysis. It provides the first opportunity for the JRC to review for staffing designation. It articulates the approach used for the analysis. CASPs provide greater visibility into ongoing studies and assessments, encourage collaboration, leverage existing efforts, and eliminate unnecessary duplication of current study efforts. The DHS JRIMS user manual has an example of a CASP in the form of a template.

2.2.3 CAPABILITY ANALYSIS REPORTS (CAR). This product refers to the analysis that is completed in order to document a mission area or specific capability. It can range from very broad topics such as disrupting transnational crime organizations (TCOs) to very specific such as airborne use of force (AUF) in the Eastern Pacific. The objective of this report is to document the statues, policies, and/or executive guidance that establish the mandate to conduct the activity/mission. The analysis must also document the desired outcomes and measurable objectives of that activity as well as any capability gaps that must be filled in order to achieve those objectives. Finally, the CAR must make recommendations regarding material or non-material approaches to filling the identified capability gaps. The DHS JRIMS user manual has an example of a CAR in the form of a template.

2.2.4 NON-MATERIAL CHANGE RECOMMENDATION (NMCR). This product is to propose non- materiel solutions as an alternative to, or complement of, materiel solutions. For non-materiel solutions which impact only the Sponsor organizations, NMCRs are required by JRIMS for informational purposes only. As Components manage Component-specific non-material solutions at their discretion, the JRC requires submission of Component-centric NMCRs to maintain awareness and visibility of ongoing efforts across the Department. For non-materiel solutions which impact more than just the Sponsor organization, a joint NMCR is used to ensure equities of all effected organizations are addressed during review and validation. The DHS JRIMS user manual has an example of a NMCR in the form of a template.

2.2.5 MISSION NEED STATEMENT (MNS). The MNS is the formal description of the strategic need for an investment and is a crucial part of the acquisition process. It is only done when a material solution is desired, and it formalizes the need for an acquisition investment. The MNS links the capability gap describe in the CAR with the specific investment that will mitigate that gap. The MNS will be executed in accordance with the guidance provided in the DHS JRIMS user manual. The DHS JRIMS user manual has an example of a MNS in the form of a template.

2.2.6 CONCEPT OF OPERATIONS (CONOPS). The CONOPS explains how the asset described in the MNS will be used to fill the capability gap identified in the CAR. Its focus is the intended operational environment. The CONOPS must contain the information necessary to gain consensus among all the stakeholders including the Sponsor, Acquisition, and Support communities. The CONOPS will be executed in accordance with the guidance provided in the DHS JRIMS user manual. The DHS JRIMS user manual has an example of a CONOPS in the form of a template.

2.2.7 OPERATIONAL REQUIREMENTS DOCUMENT (ORD). The ORD

articulates the performance required by the Sponsor in order for the asset to mitigate the capability gaps identified in the CAR. It describes the system in terms of a range (threshold and objectives) of acceptable standards of performance. The ORD is the definitive source document that provides the detailed asset information used by the System Engineering, Acquisition, Cost Estimating and Test communities. The ORD will be executed in accordance with the guidance provided in the DHS JRIMS user manual. The DHS JRIMS user manual has an example of an ORD in the form of a template.

2.2.8 PRELIMINARY DOCUMENTS. The documents specified in §§ 2.1.2 thru 2.1.7 of this SOW may be preceded by formal draft versions of the final product. These will be written to the same standards prescribed in §§ 2.1.2 thru 2.1.7 of this SOW with greater latitude given to the inclusion of preliminary data. In general, information will be refined with greater detail and removal of unnecessary information.

2.2.9 INDIRECT STUDY REPORTS. Prior to drafting a requirements document, indirect studies may be necessary to gather a myriad of important precursor information. These studies may examine such things as new methods of conducting operations or innovative approaches to providing operational support and sustainment. Indirect studies may involve collaboration with research centers, academic institutions, or industry. They do not have a prescribed format or methodology. The specific format for an indirect study report will be defined in the scope of each individual task order.

2.2.10 REQUIREMENTS-RELATED DOCUMENTS. It will usually be necessary to support requirements documents with well-developed cost information and Business Case Analysis. Capability cost estimation, when required, shall be conducted in accordance with cost estimating practices that will be established at the Task Order level. Final reports shall be delivered in the format specified in the task order. Business Case Analysis (BCA) shall be used to support the decision making process when evaluating different means of satisfying capability gaps or other operational or sustainment needs. BCAs shall follow industry accepted best practices in order to produce defendable recommendations for preferred courses of action.

2.2.11 PROGRAM MANAGEMENT SUPPORT.

The Contractor shall provide support to the management of current operations by delivering products that facilitate the development of operational strategies. Project management includes, but is not limited to initiating, planning, executing, and closing projects performed. The Contractor shall assist with organizing, facilitating, or participating in conferences, forums, symposia, events, and meetings.

2.3 PROGRESS REPORTING AND DELIVERABLES ARCHIVE.

The Contractor shall provide periodic progress reports, as defined in the scope of each task order.

2.3.1 PROGRESS MEETINGS.

The Contractor shall provide periodic progress meetings, as defined in the scope of each task order. A task order will typically require the contractor to meet with the Contracting Officer’s Representative (COR) on a weekly basis and upon request be able to present deliverables, discuss progress, exchange information, and resolve emergent technical problems and issues. The meetings shall take place primarily at the USCG Headquarters (2703 Martin Luther King Jr. Ave SE, Washington, DC 20593).

3.0 TRAVEL.

Required travel will be defined in the scope of each task order. All travel shall be approved in advance and in writing by the COR or Task Order Contracting Officer on each individual task order.

4.0 POST AWARD CONFERENCE.

The Contractor shall attend a Post Award Conference for the award of this contract and each task order award with the Contracting Officer and the COR no later than five (5) business days after the date of award of this contract and each task order award. The purpose of the Post Award Conference, which will be chaired by the Contracting Officer, is to discuss technical and contracting objectives of this contract and review of the award and the Contractor's draft project plan. The Post Award Conference will be held at the Government’s facility, located at the USCG Headquarters (2703 Martin Luther King Jr. Ave SE, Washington, DC 20593).

5.0 GOVERNMENT FURNISHED RESOURCES.

The Government will provide the standard forms, controlling instructions, examples of existing program brochures and booklets, and other print materials to illustrate product quality expectations. To be determined on each individual task order, the Government may provide a seat in the office with phone, computer, and access to office supplies.

The Contractor shall use Government furnished resources only for the performance of work under this contract.

6.0 CONTRACTOR FURNISHED PROPERTY.

The Contractor shall furnish all facilities, materials, equipment, and services necessary to fulfill the requirements of this contract, except for the Government Furnished Resources specified in § 5 of this SOW.

7.0 DELIVERABLES.

The first deliverable is the Information Technology (IT) Security Plan, in accordance with the solicitation. The Contractor shall provide an acceptable IT Security Plan within ten

(10) business days of contract award. The USCG will review the IT Security Plan and provide comments/request changes back to the Contractor within fifteen (15) business days. The Contractor has three (3) calendar days to update and resubmit its IT Security Plan. The USCG will approve/reject the IT Security Plan in accordance with current Coast Guard procedures. All other deliverables will be defined in the scope of each task order.

8.0 SECURITY.

Sensitive Security Information (SSI)/Personal Identification Information (PII): Contractor access to SSI/PII information is not required by this contract.

Classified Information: Contractor access to classified information is not required by the contract.

Sensitive but Unclassified (SBU)/For Official Use Only (FOUO)/Controlled Unclassified Information (CUI) Information: Contractor may have access to FOUO/CUI as part of this contract. See § H.20.0 for additional details.

9.0 EMPLOYEE IDENTIFICATION.

Contractor employees visiting Government facilities shall wear a contractor issued identification badge that at a minimum, displays the contractor name, the employee’s name, employee’s photo, clearance level, and badge expiration date. Visiting contactor employees shall comply with all Government escort rules and requirements.

Employee identification shall be in accordance with Coast Guard Acquisition Procedures (CGAP) Subpart 3004.1301 (Policy [Common Access Card]).

All contractors working for the USCG shall process a Common Access Card (CAC) for access to the facility or to access USCG or other federally controlled computer information systems. The Coast Guard uses the Department of Defense (DoD) Trusted Associate Sponsorship System (TASS) for CAC management. To receive a CAC the contractor must have, at a minimum, initiated a National Agency Check with Inquiries (NACI) and a favorable competition of a Federal Bureau of Investigation (FBI) fingerprint check, or a DoD-determined equivalent investigation or a higher security clearance.

Contractor employees who are declined a CAC are ineligible to perform work under this contract. When a contractor employee is no longer performing work under this contract, the Program Manager shall notify the COR on the same day the employee stops working and shall deliver the employees CAC or any other credential to the COR immediately.

-End of Section C-

Section D – Packaging and Marking

1.0 PACKING, PACKAGING, MARKING, AND STORAGE OF EQUIPMENT.

Unless otherwise specified, all items to be delivered under this contract shall be preserved, packaged, and packed in accordance with normal commercial practices to meet the packing requirements of the carrier and to ensure safe delivery at destination. Specific requirements may be addressed in individual Task Orders.

2.0 MARKINGS.

All Task Order deliverables shall be submitted to the Task Order (TO) Contracting Officer (KO) and the Task Order Contracting Officer’s Representative (TO COR) and also shall be accompanied by a packing list or other suitable shipping document that clearly indicates the following:

(a) Contract number;

(b) Task order number;

(c) Name and address of the consignor;

(d) Name and address of the consignee;

(e) Description of the item/material shipped, including Contract Line-Item Number (CLIN), deliverable item number, quantity, number of containers, and package number (as applicable); and

(f) Government bill of lading number covering the shipment (if any and as applicable).

NOTE: Failure to mark all packages, boxes, etc. as indicated above may result in return of the shipment at the Contractor’s expense.

3.0 DATA PACKAGING LANGUAGE.

All unclassified data shall be prepared for shipment in accordance with best commercial practices and the language in section D-2.0 Markings.

Classified reports, data, and documentation shall be prepared for shipment in accordance with National Industrial Security Program Operating Manual (NISPOM), 32 C.F.R. Part 117 8

4.0 EQUIPMENT REMOVAL.

All Contractor-owned equipment, accessories, and devices located on Government property shall be removed from Government premises by the Contractor, at the Contractor’s expense, and within thirty calendar days after contract expiration, or as mutually agreed in writing by the Government and the Contractor. Specific requirements will be addressed at the Task Order level.

-End of Section D-

Section E – Inspection and Acceptance

1.0 CLAUSES INCORPORATED BY REFERENCE.

This contract incorporates the following 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 can be accessed electronically at the following Internet address: http://www.acquisition.gov/far.

2.0 INSPECTION AND ACCEPTANCE.

Inspection and acceptance of all work and services performed under each Task Order will be in accordance with the FAR clauses incorporated at Section E-1.0 “Clauses Incorporated by Reference.” Pursuant to these clauses, the COR (or other Task Order designated Government representative) will have the right to reject deliverables or to require the correction of deficiencies so that all contract and Task Order requirements are met prior to acceptance. In the event of a rejected deliverable, the COR will provide the Contractor with an e-mail that documents the reason(s) for non-acceptance. If the deliverable is acceptable, the COR will send written acceptance.

If written acceptance, comments, and/or change requests are not issued by the Government within thirty (30) business days of submission, draft deliverables will be deemed acceptable as written. Absent the same written notification by the Government within thirty (30) business days, final deliverables will be construed as accepted.

All other review times, places, and schedules for deliverables shall be agreed upon by the parties based on the final approved Project Plan at the Task Order level. The Contractor shall be responsible for timely delivery to Government personnel in the agreed upon review chain at each stage of the review. The Contractor shall work with Government personnel reviewing the deliverables to ensure that the established schedule is maintained.

-End of Section E –

Section F – Deliveries or Performance

1.0 CLAUSES INCORPORATED BY REFERENCE.

This contract incorporates the following 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 can be accessed electronically at the following Internet address: http://www.acquisition.gov/far.

2.0 PERIOD OF PERFORMANCE.

This IDIQ contract will be in effect from date of award through five (5) years thereafter. The Period of Performance for Task Orders will be specified on an individual basis set forth in the Task Order. Task Orders may include their own option periods.

3.0 PLACE OF PERFORMANCE.

The places of performance will be specified on each Task Order issued under this IDIQ contract.

4.0 DELIVERY INFORMATION.

Delivery requirements will be specified on each Task Order issued under this IDIQ contract.

5.0 CONTRACTOR NOTICE REGARDING LATE DELIVERY.

In the event the Contractor anticipates or encounters difficulty in complying with Task Order delivery schedules and/or dates, the Contractor shall immediately notify in writing the Task Order Contracting Officer and COR. The notice shall set forth pertinent details. However, such notice shall not be construed as a waiver by the Government of any Task Order schedules. The Government will retain all rights and remedies provided by law, under this contract, and under the respective Task Order.

-End of Section F –

Section G – Contract Administration Data

1.0 GOVERNMENT ROLES AND RESPONSIBILITIES.

The following subsections describe the roles and responsibilities of individuals and authorized users who will be the Government’s primary points of contact on matters relating to contract administration as well as other administrative information. The Government reserves the right to unilaterally change any of these points of contact at any time.

1.1 GOVERNMENT PERSONNEL.

1.1.1 CONTRACTING OFFICER, IDIQ CONTRACT.

The IDIQ Contracting Officer has overall responsibility for administration of the IDIQ contract. The IDIQ Contracting Officer, without right of delegation, is the only individual authorized to take actions on behalf of the Government to amend, modify, or deviate from the IDIQ contract terms, conditions, requirements, and/or delivery schedules. The Contracting Officer for this IDIQ contract is:

Name: Robert Budlong Email: Robert.Budlong@uscg.mil Telephone: (206) 815-1304

1.1.2 CONTRACTING OFFICER’S REPRESENTATIVE (COR), IDIQ CONTRACT.

The COR identified below is designated in writing at contract award. A copy of this designation letter which outlines specific duties and responsibilities will be provided to the Contractor. The COR is responsible for receipt and acceptance of the IDIQ contract’s deliverables and reports. The COR is also responsible for reporting the Contractor’s past performance as it relates to the IDIQ contract. The COR supports the Contracting Officer in terms of general IDIQ contract management. The COR for this IDIQ contract is:

Name: LCDR Rebecca Rebar Email: Rebecca.A.Rebar@uscg.mil Telephone: (202) 372-2031

1.1.3 TASK ORDER CONTRACTING OFFICER.

Only warranted USCG Contracting Officers from CG-912 who support CG-7 with requirements that are within scope of this IDIQ contract are authorized to issue and/or modify Task Orders.

Notwithstanding any term or condition contained elsewhere in the Task Orders, authority to modify any Task Order remains solely with the Task Order Contracting Officer. If the Contractor makes any Task Order change at the direction of any person other than the Task Order Contracting Officer, the change will be considered to have been made without authority. No adjustments will be made to that Task Order to cover any increase in price/cost that may result.

Task Order Contracting Officers have the full authority to administer and enforce all Task Order terms and conditions. Task Order Contracting Officers will be specified at the Task Order level.

1.1.4 TASK ORDER CONTRACTING OFFICER’S REPRESENTATIVE.

Task Order Contracting Officers will designate their own Contracting Officer’s Representatives (CORs). The Task Order CORs represent their Task Order Contracting Officers in the administration of technical details within the scope of their Task Order. The Task Order CORs are also responsible for the inspection and acceptance of all Task Order deliverables and reports and all other such responsibilities as specified in individual Task Orders. The Task Order CORs are not otherwise authorized to make any representations or commitments of any kind on behalf of their Task Order Contracting Officer or Government. The Task Order CORs do not have the authority to alter the Contractor’s obligations or to change the Task Order’s requirements, pricing, terms and/or conditions.

If, as a result of technical exchanges, it is desirable to modify a Task Order’s requirements, all such changes will be issued in writing and signed by the respective Task Order Contracting Officer.

Task Order CORs will be specified at the Task Order level.

2.0 CONTRACTOR ROLES AND RESPONSIBILITIES.

2.1 CONTRACTOR PERSONNEL.

2.1.1 PROGRAM MANAGER, IDIQ CONTRACT.

The Contractor’s Program Manager shall act as the central point of contact for the Government with regard to all IDIQ contract level and/or program-wide technical issues. The Program Manager shall represent the Contractor at all IDIQ contract post-award status meetings. The Program Manager shall be responsible for resolving all IDIQ contract issues and providing comprehensive contract and program management support for the IDIQ contract. The Program Manager shall be responsible for overall contract performance. The individual holding this position may also perform under Task Orders.

However, the individual’s performance at the IDIQ contract level shall not be separately billed to the IDIQ contract or to subsequent Task Orders as there will be a specific Task Order for the Program Manager duties. A yearly Task Order will be awarded under this IDIQ contract to cover the Program Manager duties on this IDIQ and all its Task Orders.

3.0 ACCOUNTING AND APPROPRIATION DATA.

Accounting and appropriation data for obligations under this IDIQ contract will be set forth in individual Task Orders.

4.0 SUBMISSION OF INVOICES.

4.1 PAYMENT INSTRUCTIONS.

(a) Definitions. As used in these instructions -

(1) “Payment request” means a bill, voucher, invoice, or request for contract financing payment with associated supporting documentation. The payment request must: comply with the requirements identified in FAR 32.905(b), “Content of Invoices” and the applicable Payment clause included in this contract. In addition, discount offerings and small business status if available shall be stated. If travel was allowable and approved, components in accordance with FAR 31.205-46 shall be provided.

(b) Except as provided in paragraph (c) of this clause, the Contractor shall submit payment requests electronically using the Invoice Processing Platform (IPP). Information regarding IPP, including IPP Customer Support contact information, is available at www.ipp.gov or any successor site.

(c) The Contractor may submit payment requests using a method other than IPP only when the Contracting Officer authorizes alternate procedures in writing in accordance with Coast Guard procedures.

(d) If alternate payment procedures are authorized, the Contractor shall include a copy of the Contracting Officer's written authorization with each payment request.

5.0 RESERVED.

6.0 ADDRESS OF CORRESPONDENCE.

Correspondence concerning the IDIQ contract shall be directed to the Contracting Officer and Contract Specialist via email and telephone. Below is the contract information.

Robert Budlong, Contracting Officer Email: Robert.Budlong@uscg.mil Phone: (206) 815-1304

Miranda Smith, Contract Specialist Email: Miranda.V.SMITH@uscg.mil Phone: (206) 815-2240

-End of Section G –

Section H – Special Contract Requirements

1.0 AUTHORIZED USERS.

This IDIQ contract is available for use by all warranted USCG Contracting Officers from CG-912 who support CG-7 with requirements that are within scope of this IDIQ contract.

2.0 BILATERAL MODIFICATIONS.

A bilateral modification (supplemental agreement) is a contract modification that is signed by the Contractor and the Contracting Officer. For the purpose of the IDIQ contract only, when a bilateral modification is submitted by the Contracting Officer to the Contractor for signature, the Contractor has ten business days to respond to the Contracting Officer. The Contractor’s response may take the form of either signature of the bilateral modification or notice of rejection of the bilateral modification.

3.0 INHERENTLY GOVERNMENTAL FUNCTIONS.

No requirement in this IDIQ contract or in resultant Task Orders shall entail Contractor performance of Inherently Governmental Functions as defined by FAR 2.101.

The oversight and assessment of Contractor performance and Contractor compliance with contractual requirements, the stipulation and management of requirements, program decisions, and acceptance of services delivered by the Contractor to the Government are inherently governmental functions. These functions will be performed by Government personnel. This oversight and assessment of Contractor personnel by Government personnel will ensure the Contractor does not perform inherently governmental functions.

Furthermore, the Contractor is advised of the following:

(a) Final determination for all work products, recommendations, and the like is reserved for Government officials;

(b) Contractor personnel who attend meetings, answer Government telephones, or work in situations where their actions could be construed as acts of Government officials shall clearly identify themselves as Contractor personnel; and

(c) Suitable marking of all documents or reports produced by Contractor personnel is required.

The Task Order Contracting Officer will ensure that no inherently governmental functions are assigned to Contractor personnel.

4.0 RESERVED

5.0 DISCLOSURE OF INFORMATION.

52.227-17 Rights in Data-Special Works (Dec 2007)

(a) Definitions. As used in this clause-

Data means recorded information, regardless of form or the media on which it may be recorded. The term includes technical data and computer software. The term does not include information incidental to contract administration, such as financial, administrative, cost or pricing, or management information.

Unlimited rights means the rights of the Government to use, disclose, reproduce, prepare derivative works, distribute copies to the public, and perform publicly and display publicly, in any manner and for any purpose, and to have or permit others to do so.

(b) Allocation of Rights. (1) The Government shall have-

(i) Unlimited rights in all data delivered under this contract, and in all data first produced in the performance of this contract, except as provided in paragraph (c) of this clause.

(ii) The right to limit assertion of copyright in data first produced in the performance of this contract, and to obtain assignment of copyright in that data, in accordance with paragraph (c)(1) of this clause.

(iii) The right to limit the release and use of certain data in accordance with paragraph (d) of this clause.

(2) The Contractor shall have, to the extent permission is granted in accordance with paragraph (c)(1) of this clause, the right to assert claim to copyright subsisting in data first produced in the performance of this contract.

(c) Copyright- (1) Data first produced in the performance of this contract. (i) The Contractor shall not assert or authorize others to assert any claim to copyright subsisting in any data first produced in the performance of this contract without prior written permission of the Contracting Officer. When copyright is asserted, the Contractor shall affix the appropriate copyright notice of 17 U.S.C. 401 or 402 and acknowledgment of Government sponsorship (including contract number) to the data when delivered to the Government, as well as when the data are published or deposited for registration as a published work in the U.S. Copyright Office. The Contractor grants to the Government, and others acting on its behalf, a paid-up, nonexclusive, irrevocable, worldwide license for all delivered data to reproduce, prepare derivative works, distribute copies to the public, and perform publicly and display publicly, by or on behalf of the Government.

(ii) If the Government desires to obtain copyright in data first produced in the performance of this contract and permission has not been granted as set forth in paragraph (c)(1)(i) of this clause, the Contracting Officer shall direct the Contractor to assign (with or without registration), or obtain the assignment of, the copyright to the Government or its designated assignee.

(2) Data not first produced in the performance of this contract. The Contractor shall not, without prior written permission of the Contracting Officer, incorporate in data delivered under this contract any data not first produced in the performance of this contract and that contain the copyright notice of 17 U.S.C. 401 or 402, unless the Contractor identifies such data and grants to the Government, or acquires on its behalf, a license of the same scope as set forth in paragraph (c)(1) of this clause.

(d) Release and use restrictions. Except as otherwise specifically provided for in this contract, the Contractor shall not use, release, reproduce, distribute, or publish any data first produced in the performance of this contract, nor authorize others to do so, without written permission of the Contracting Officer.

(e) Indemnity. The Contractor shall indemnify the Government and its officers, agents, and employees acting for the Government against any liability, including costs and expenses, incurred as the result of the violation of trade secrets, copyrights, or right of privacy or publicity, arising out of the creation, delivery, publication, or use of any data furnished under this contract; or any libelous or other unlawful matter contained in such data. The provisions of this paragraph do not apply unless the Government provides notice to the Contractor as soon as practicable of any claim or suit, affords the Contractor an opportunity under applicable laws, rules, or regulations to participate in the defense of the claim or suit, and obtains the Contractor’s consent to the settlement of any claim or suit other than as required by final decree of a court of competent jurisdiction; and these provisions do not apply to material furnished to the Contractor by the Government and incorporated in data to which this clause applies.

(End of clause)

6.0 ADVERTISEMENTS, PUBLICIZING AWARDS, AND NEWS RELEASES.

HSAR 3052.205-70 Advertisements, Publicizing Awards, and Releases (SEP 2012) with Alternate I (SEP 2012)

The Contractor shall not refer to this contract in commercial advertising or similar promotions in such a manner as to state or imply that the product or service provided is endorsed or preferred by the Federal Government or is considered by the Government to be superior to other products or services.

(End of clause)

ALTERNATE I (SEP 2012)

If a contract involves sensitive or classified information, designate the paragraph in the base clause as (a) and add the following paragraph (b) to the clause:

(b) All advertisements, releases, announcements, or other publication regarding this contract or the agency programs and projects covered under it, or the results or conclusions made pursuant to performance, must be approved by the Contracting Officer. Under no circumstances shall the Contractor, or anyone acting on behalf of the Contractor, refer to the supplies, services, or equipment furnished pursuant to the provisions of this contract in any publicity, release, or commercial advertising without first obtaining explicit written consent to do so from the Contracting Officer.

(End of clause)

7.0 SUPERVISION OF CONTRACTOR’S EMPLOYEES.

Personal services Task Orders are not authorized under this IDIQ contract. The Government will not exercise any supervision or control over Contractor employees performing services under this contract. Contractor employees shall be accountable solely to the Contractor who, in turn, is responsible to the Government. Personnel assigned to render services under this IDIQ contract and its Task Orders shall, at all times, be employees of the Contractor and under the direction and control of the Contractor. Notwithstanding any other provisions of the Task Orders, the Contractor shall, at all times, be responsible for the supervision of its employees in the performance of the services required hereunder.

During all times on Government premises, the Contractor's personnel shall comply with the laws, rules and regulations governing conduct of personnel and operation of the Government facility.

8.0 EMPLOYMENT OF U.S. GOVERNMENT PERSONNEL RESTRICTED.

In performing the Task Orders, the Contractor shall not use, consult, or employ (on either a full or part-time basis) any current U.S. Government personnel (civilian or military) without the prior written approval of the Task Order Contracting Officer. Such approval may be given only in circumstances where it is clear that no Government instructions, regulations, laws, or policies might possibly be contravened, and no appearance of a conflict of interest will result.

9.0 IDIQ CONTRACT AND TASK ORDER KEY PERSONNEL.

IDIQ contract level key personnel are those Contractor personnel considered to be essential to the performance of the IDIQ contract and all of its Task Orders. For this contract, the Program Manager is designated as key personnel. The Program Manager shall have at least five (5) years of management experience, four (4) years as a primary scheduler utilizing Integrated Master Schedules (IMS) for major projects and ten (10) years of total experience related to requirements generation per subsection C.2 above and experience performing IMS. They will have experience in the acquisition process and with strategic document management. The Government prefers that the Program Manager have a master’s degree in a relevant or related field such as a Master of Project Management or Master of Business Administration. To the extent that any conflict or delta exists between this section and Attachment J-1, the text herein shall have primacy.

Task Order level key personnel are those Contractor personnel considered to be essential to the performance of a given Task Order. These key personnel will be designated in individual Task Orders, as applicable.

10.0 ADDITION OR SUBSTITUTION OF PERSONNEL.

(a) The Contractor shall maintain the stability of key personnel in order to provide quality services. The Contractor shall assign only those key personnel (as designated in individual Task Orders) whose resumes were submitted in response to the applicable Task Order solicitation and who are necessary to fulfill the requirements of the Task Order effort. The Contractor shall assign to any effort requiring non-key personnel only personnel who are qualified for the applicable labor category.

(b) If key personnel for whatever reason become unavailable to work under the IDIQ contract and/or any given Task Order for a continuous period exceeding thirty (30) business days or are expected to devote substantially less effort to the work than indicated in the Contractor’s proposal, the Contractor shall propose a substitution for such personnel in accordance with paragraph (d) below.

(c) The Contractor agrees that, unless otherwise stated in a Task Order, during the first six months of any Task Order, no key personnel substitutions or additions shall be made unless necessitated by compelling reasons including, but not limited to: an individual’s illness, death, termination of employment, declined offer of employment (for those individuals proposed as contingent hires), or family friendly leave. In such an event, the Contractor shall promptly provide the information required in paragraph (d) below to the Task Order Contracting Officer for approval, prior to the substitution or addition of any key personnel.

(d) All proposed key personnel substitutions shall be submitted in writing to the Task Order Contracting Officer at least fifteen (15) business days prior to the proposed effective date of substitution. Each request shall provide a detailed explanation of the circumstances necessitating the proposed substitution, a complete resume for the proposed substitute, and any other information required by the Task Order Contracting Officer to approve or disapprove the proposed substitution. All proposed key personnel substitutes (no matter when they are proposed during the performance period) shall have qualifications that are equal to or higher than the qualifications of the person being replaced.

(e) The Task Order Contracting Officer will evaluate requests for key personnel substitutions and/or additions and promptly notify the Contractor in writing of whether the request is approved or disapproved.

(f) If the Task Order Contracting Officer determines that suitable and timely replacement of personnel (whether key or not) who have been reassigned, terminated, or have otherwise become unavailable to perform under a Task Order is not reasonably forthcoming or that the resultant reduction of productive effort would impair the successful completion of the Task Order, the Task Order Contracting Officer may terminate the Task Order for default or for the convenience of the Government, as appropriate. Alternatively, if the Task Order Contracting Officer finds the Contractor to be at fault for the condition, the Task Order Contracting Officer may equitably adjust downward the Task Order price to compensate the Government for any delay, loss, or damage as a result of the Contractor’s action.

(g) All personnel performing under this IDIQ contract and its Task Orders shall meet the qualifications noted in Attachment J-1, Labor Category Descriptions and Qualifications Matrix.

11.0 REMOVING EMPLOYEES FOR MISCONDUCT OR SECURITY REASONS.

The Government may, at its sole discretion, direct the Contractor to remove any Contractor employee from Department of Homeland Security facilities for misconduct or security reasons. Removal does not relieve the Contractor of its responsibility to continue providing the services required under any given Task Order. The Task Order Contracting Officer will provide the Contractor with a written explanation to support any request to remove an employee.

12.0 UNAUTHORIZED WORK.

The Contractor is not authorized at any time to commence Task Order performance prior to issuance of a signed Task Order or other written approval provided by the Task Order Contracting Officer.

13.0 TASK FUNDING RESTRICTIONS.

No unfunded Task Orders are allowed.

14.0 MINIMUM DOLLAR GUARANTEE AND MAXIMUM IDIQ CONTRACT AMOUNT.

The minimum dollar guarantee for this IDIQ contract throughout its total period of performance is $10,000.00. The Government has no obligation to issue Task Orders beyond this minimum dollar guarantee. The Government shall de-obligate the minimum guarantee from the IDIQ after the issuance of the first Task Order once the minimum has been achieved.

The maximum amount for this contract throughout its total period of performance is $30,070,000.00.

15.0 RESERVED.

16.0 GOVERNMENT FURNISHED PROPERTY.

Government Furnished Property (GFP) includes physical assets and information. Specific requirements for GFP will be addressed at the Task Order level and by FAR 52.245-1.

The estimated value of GFP will be determined at the Task Order level. This is for one (1) laptop and one (1) external hard drive. See table below for details.

17.0 MEETINGS/CONFERENCES.

Pre-award meetings or conferences may be necessary to resolve problems and to facilitate understanding of technical requirements of this IDIQ…